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Senior Investment Operations Analyst

The Quest Organization

Senior Investment Operations Associate - Multi-Family Office New York City-based multi-family office is seeking a Senior Operations Associate to support its Investment team. This individual will play a critical role in ensuring investment processes are executed, documented, and continuously improved. The role offers significant exposure across investment operations, compliance, and technology initiatives within a growing platform. Responsibilities Manage, organize, and distribute investment documentation and communications to internal and external stakeholders Serve as a point of contact with fund managers, administrators, custodians, legal counsel, and other service providers Oversee the collection, reconciliation, and archiving of investment statements and related materials Support onboarding and offboarding of investment managers and strategies Assist with legal documentation and AML processes related to investments Track investment updates, including LPA amendments, MFN elections, and other governance matters Reconcile physical and digital records to ensure data integrity and reduce duplication Support ESG and client reporting initiatives Assist with tax-related processes, including annual tax-loss harvesting Contribute to operational, technology, and process improvement initiatives Provide support to both the Investment and Compliance teams on ad hoc projects Qualifications Bachelor’s Degree in a related field 7-10+ years of experience in investment operations, preferably within a family office, asset management firm, or similar environment Familiarity with private equity, hedge funds, and alternative investment structures Strong proficiency in Microsoft Office (Excel, Word) and Adobe Exceptional organizational skills with the ability to manage large volumes of data and documentation Detail-oriented with strong analytical and problem-solving abilities Excellent written and verbal communication skillsSelf-starter with the ability to work both independently and collaboratively in a small team environment High level of integrity, discretion, and professionalism #J-18808-Ljbffr The Quest Organization

Vacancy posted 2 days ago
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