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
- ...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...SeniorWork at office
$115.73k
...Senior Investment Analyst Carnegie Corporation of New York, NYC. Perform financial and economic analysis of public markets related to the sourcing/evaluation of financial managers within the emerging markets of the greater Asian region: portfolio analytics, manager due...Senior- ...Investment Banking Senior Analyst Location: Madrid, Madrid, Spain Job Type: On-Site/Resident Posted: Jun. 17, 2026 Job Overview The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets...Senior
- ...We partner with advisors to deliver institutional-caliber investment solutions — spanning model portfolios, alternatives, tax optimization... ...the highest level. Role Description This is a full-time Senior Investment Analyst position based in Manhattan, NY, with flexibility for some...SeniorFull timeRemote work
- ...Senior Investment Analyst | Corporate Development Location: New York SBS2205 We are partnering with a global leader in software solutions to... ...cohorts / customer cubes) for software and SaaS companies. Operating model development: Create flexible, driver‑based operating...SeniorFlexible hours
$100k - $120k
...real estate private equity platform that’s growing its investment team. The Senior Investment Analyst will join a high-performing team at the center of the... ...0,000.00-$300,000.00 2 days ago Finance - Investment Operations - Private Equity - Analyst Summit, NJ $90,000.00-$125...SeniorFull timeBank staff$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco, CA Your Role The Senior... ...terms, development pipelines, construction and operating budgets, market refresh data, and leasing activity...SeniorShift work- ...Duties and Responsibilities Analysts are an important part of our... ...an expansive knowledge of investment banking practices and products... ...benefit from working directly with senior partners, gaining access to... ...in over 60 offices operating in the major financial centers...SeniorWork at office
$50 - $60 per hour
...A leading AI development firm is seeking an Investment Operations Analyst to contribute to training AI models for finance professionals. This role offers flexibility for full-time or part-time schedules. Ideal candidates should have expert-level financial reasoning, preferably...Hourly payFull timePart timeRemote work$110k - $140k
...private credit managers is seeking an Operations Analyst to join its growing New York team. This... ...to a variety of sophisticated investment managers while working closely with experienced... ...operations Partner directly with senior leadership and industry veterans #J-18...Work at officeRemote work- ...National Investment Co. is looking for an Analyst in New York to contribute to the management of the investment portfolio. Responsibilities include processing daily transactions, reviewing manager data, and collaborating on performance data analysis. Candidates should...
$50 per hour
...Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem... .... We serve fund managers, investors, operators, and finance professionals across private... ...private capital professionals. Investment Operations Analysts do not wait months...Hourly payFor contractorsImmediate start$19 - $20 per hour
...Investment Operations Analyst We are currently seeking candidates for an Investment OperationsAnalyst opportunity ata highly successful Investment Management firm locatedin New York, NY. This is an entry-level position, providing an excellent opportunityto gain hands-on...Contract workInternshipImmediate start- ...A leading entertainment company in New York seeks a Senior Financial Analyst to supervise a team and provide analytical support. You will manage routine financial analyses and engage in strategic decision-making processes. Ideal candidates will possess extensive experience...Senior
$78.4k - $136.95k
...Job Summary As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision...SeniorFull timeWork at office$168k - $240k
...evolution of Slalom.The Role: M&A Principal/Senior PrincipalWhat You’ll Do:* Delivery areas include:* Executing operational due diligence* Creating integration strategies... ...work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off...SeniorTemporary workPart timeWork at officeLocal areaImmediate start$320k - $410k
Greenberg Traurig (GT), a global law firm, offers a full‑time mid‑senior level Associate position in our Corporate Practice. The role is location‑flexible, primarily working with attorneys in our Tampa and Fort Lauderdale offices, but candidates will be considered across...SeniorFull timeTemporary workFlexible hours- Responsibilities Assisting Director of SEC with SEC filings Working directly with Director of SEC reporting and CFO to prepare SEC filings such as periodic reports, current reports, and securities offering materials Creating management reports for financial analysis: Creating...Senior
- Responsibilities Develops the monthly forecasts and the annual budget analysis Assists in the monthly financial close: analyzes results, including variance reconciliation, generates reports and initiates journal entries Coordinates and manages the preparation of the monthly...Senior
- ...ROLE SUMMARY The Senior Financial Analyst plays a critical role in driving financial planning, analysis, and decision support across the organization... ...and delivering insights that inform business strategy and operational performance. Acting as a trusted advisor to senior...SeniorWork at office
$115k - $120k
## Senior Financial AnalystApplyremote type: Full Remotelocations: Remote Georgia: Remote Kansas: Remote... ...right place.****Summary**The Senior Financial Analyst provides financial analysis and guidance to the finance and operations teams of the company. This position is...SeniorRemote work$83.8k - $136.8k
...The Senior Financial Analyst, SOX Compliance will be the dedicated contact in the Program Finance department providing support to our Global... ...the guardrails of the SOX environment, being a steward for operational improvements to eliminate any excess of work and streamline...Senior$115k - $150k
...retail, logistics, hospitality, and alternative assets. The Senior Financial Analyst will support the preparation and maintenance of a wide... ...reporting, modelling, and presentations. Responsibilities Review investment annual business plans, consolidate the information for...SeniorWork at office$320k - $410k
Corporate M&A Associate (Mid-Senior Level) page is loaded## Corporate M&A Associate (Mid-Senior Level)remote type: Onsitelocations: Tampa: Northern Virginia: Fort Lauderdale: New Yorktime type: Full timeposted on: Posted Todayjob requisition id: JR202600647Greenberg Traurig...SeniorFull timeTemporary workWork at officeRemote workFlexible hours$75k - $115k
...Finance and Accounting function oversees all of the financial operations for Book of the Month, including financial reporting, planning... ...professional experience in finance, accounting, financial planning, investment banking, consulting, data or analytics, or another role...Senior$110k - $130k
...Senior Finance Analyst – Internal Audit, Financial Controls & Recovery We're partnering with an entertainment and media company on the search for a Senior Finance Analyst to join its Finance team. This is a great opportunity for an auditor who wants out of the testing...SeniorContract workWork at office- ...Proficient in MS Word, Outlook, and Excel 3-5 years of experience in Client Financial Role Prior Experience in a Client Financial Analyst role for a Marketing OR PR Agency Experience with conducting process Improvement and/or automation Additional Qualifications Accuracy...Senior
$90k
...Job Summary The Senior Financial Analyst will be a key Business Partner to various stakeholders within the company, responsible for preparing... ...analysis with the teams on P&L impacts for new wholesale operations, new doors, new businesses Participate in monthly accounting...Senior- ...SummaryWe are seeking a highly analytical and results-driven Senior Financial Analyst to join our Finance team. This position is responsible for... ...and develop recommendations to support strategic and operational business decisions.Prepare and distribute recurring financial...Senior
- ...JOB SUMMARY The Senior Financial Analyst will be key Business Partner to various stakeholders within the company responsible for preparing financial... ...reporting, and analysis Financial guidance with focus on Investment Optimization and maximizing ROIs of Retail Stores Identify...SeniorContract work
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