Investment Operations Analyst @ Family Office
Coda Search│Staffing
Coda Search is partnering with a well-established family office seeking an Investment Operations Analyst to support investment operations across a diversified portfolio of alternative investments. This is a broad, hands-on role with exposure to investor reporting, fund onboarding, investment operations, and portfolio support. The ideal candidate will have a strong operational background within private markets and enjoy working in a collaborative, entrepreneurial environment. Responsibilitie Support day-to-day middle office operations across a portfolio of alternative investments, including private equity, private credit, hedge funds, and real assets Coordinate the onboarding of new funds, investment managers, and service providers Prepare and distribute investor and portfolio reporting, ensuring accuracy and timely delivery Monitor capital calls, distributions, subscriptions, and redemptions while maintaining accurate investment records Reconcile investment activity and work closely with fund administrators, custodians, and external managers to resolve operational issues Assist with cash management, transaction processing, and investment documentation Partner with Accounting, Finance, and Investment teams to support reporting and operational initiatives Identify opportunities to improve workflows, automate processes, and enhance operational control Support ad hoc projects related to portfolio management, reporting, and systems enhancement Qualifications Bachelor's degree in Accounting, Finance, Economics, or a related field 4+ years of experience in middle office, investment operations, fund operations, or portfolio operations within a family office, asset manager, fund administrator, or alternative investment firm Experience supporting alternative investments, including private equity, private credit, hedge funds, or real assets Strong understanding of fund structures, capital activity, and investment lifecycle even Advanced Excel skills and experience working with investment accounting or portfolio management systems Excellent organizational, analytic, and communication skills with strong attention to deta Ability to manage multiple priorities and work effectively with internal and external stakeholders in a fast-paced environment #J-18808-Ljbffr Coda Search│Staffing
$108k - $132k
...Position Summary The Investment Operations Analyst is accountable for the ongoing performance analysis,... ...reporting activities of the Investment Office related to the selection, monitoring,... ...violence victim status, ethnicity, familial status, gender and/or gender identity...Work at officeWork experience placement- 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...Work at office
$145k - $185k
...Job Description Job Description Job Summary Family Office Investment Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Family Office Investment Analyst – Initio Capital Location...Work at officeFull timeContract workTemporary workPart timeCasual workInternship$94.35k - $127.5k
...The Office of University Investments is seeking a highly qualified, entry level Investment Analyst. This is a three-year term position in OUI’s... ...possible). The office currently operates on a hybrid schedule with... ...Investment Analyst Job Family: Fin/Budget/Planning...Work at officeWork experience placementSummer workLocal areaRemote workRelocationFree visa- ...Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you... ...international individuals and families who have investments, business interests and family... ...philanthropic advisory, and family office support to clients. If you...Work at officeFull timeSummer workImmediate startVisa sponsorship
- ...your personal and professional life to focus on what matters most to you!We are looking for a Senior Royalty Analyst to join our Business Management and Family Office. This role is responsible for overseeing accurate tracking, analysis, reconciliation, and reporting of...Work at office
$70k - $105k
...(leveraged and inverse) ETF investing. ProShares continues to innovate... ...talented Investment Strategy Analyst to join our dynamic team. As... ...work schedule (3 days in-office at our New York, NY location)... ...medical conditions), marital or family status, national origin, ancestry...Work at officeInternship$105k - $110k
...advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer... ...a motivated individual with a proven track record as an investment banking Analyst to join the Investment Banking team. As part of the team,...Work at officeLocal area$110k
...Technology The Difference You Make: As an Analyst in Investment Banking Coverage, you will play a... ...or education. Experience in Microsoft Office products. What Else You Need To Know: The... ...benefits are designed to support you, your family and your well-being, now and into the...Work at officeHourly payContract workWork experience placementShift work$83.5k - $100.2k
...America) Description Portfolio Analyst NYP is one of the largest and... ...prospects and donors to gift officer portfolios and serve as a... ...portfolio analysis, reporting, operational efficiency, and fundraising effectiveness... ...that support you and your family in every aspect of life....Work at officeShift work$60k - $75k
...and mission-aligned Financial Inclusion & Family Empowerment Coordinator to join our... ...smooth and efficient execution of program operations under the management of the Director of... ...evening events) ~ Hybrid schedule, 4 days in office, 1 day remote Benefits As a...Work at officeFull timeTemporary workRemote workMonday to FridayAfternoon shift$80k - $90k
...Innovation ("Concentric") is an investment management firm specializing... ...for independent RIAs, family offices, and institutional investors... ...driven solutions that streamline operations, optimize investment... ...Position Summary: The Investment Analyst plays a key role on our investment...Work at officeFlexible hours$70k - $140k
...firm providing a wide range of investment banking, securities, wealth... ...investment management services. With offices in more than 41 countries,... .../traders, technology, operations, distribution, and other internal... ..., Financial Advisor support, family offices, or related areas...Work at officeTemporary workWork experience placementLocal areaRemote workWorldwide3 days per week$80k - $90k
...management firm that provides investment, financial and retirement... ...individuals, foundations and family offices, as well as 401(k) consulting... ...’s capital solutions, operational support services, size and scale... ...Solutions, the Client Portfolio Analyst supports portfolio...Work at officePermanent employmentLocal areaWork from homeMonday to ThursdayFlexible hours$100k - $140k
...Investment Analyst Job Details Job Location: Mother Cabrini Health Foundation... ...of Chief Investment Officer, Colin Ambrose. The Investment... ...gaps in health services. MCHF operates in accordance with the ethical... ..., protected veteran status, family or parental status, sexual orientation...Work at officeFull timeLocal areaOverseasWeekend workAfternoon shift3 days per week- Abacus Group, LLC in Manhattan, NY is seeking an Operations Analyst to join their client’s investment banking team. The role focuses on trade allocations, settlements... ...and Compliance to resolve issues. Hours are 8-5 in-office during training; later, a hybrid schedule. #J-18808...Work at office
- Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's Degree...Work at office
- ...to make buy/sell/hold recommendations, diversify, and enhance investment performance · Study economic trends, evaluate... ...historical performance of stocks, and prepare written reports to keep Family Office management informed · Collect and interpret external...Work at officeFlexible hours
$110k - $125k
...Our New York office is looking for an Investment Banking Analyst to join the Transportation Group. The successful candidate... ...support our employees and their families at every point along their work-... ...global communities in which we operate, bringing a variety of...Work at officeFull timeTemporary workImmediate start$125k - $175k
...some of the world’s largest investment firms, is an asset manager specializing... ...of some of the largest Family Offices, Multi-Family Offices, and... ...Portfolio Management Analyst to join our fast-growing firm... ...investment objectives Support operational excellence by contributing to...Work at office$110k - $125k
...A business unit within Investment Banking, Morgan Stanley’s... ...PCA”) group, is seeking an Analyst in the New York office. The Private Capital Advisory... ...support our employees and their families at every point along their... ...communities in which we operate, bringing a variety of...Work at officeFull timeTemporary work$133k - $206k
DWS Group Structured Finance Investment Analyst (RMBS & CMBS) New York About DWS: Today, markets... ...person collaboration and engagement in the office, which is core to our working culture,... ...Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee...Work at officeLocal areaWork from homeFlexible hours$115k - $205k
Morgan Stanley in New York is hiring an Investment Officer to manage Single Family Office client portfolios with a focus on asset allocation and risk management. The ideal candidate has 5-10 years of investment experience, strong skills in alternative investments, and...Work at office- ...Family Office is seeking an experienced and detail-oriented Accountant to join its team. This role is responsible for managing accounts payable, vendor coordination, and bank account reconciliation, while ensuring accuracy, timeliness, and confidentiality in all financial...Work at office
- ...opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C)... ...technology environment Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/...Work at office
- We are a family office focused on long-term investments in high-quality compounders: businesses with durable moats, aligned management, and the ability to... ...time. We are looking to add a junior investment analyst to our team. This role is well suited for someone early...Work at office
$150k - $200k
...level Quantitative Portfolio Analyst to join its Portfolio... ...Analytics Team (PCAT) in the Office of the Chief Investment Officer (CIO).PCAT’s mandate... ...management skillsAbility to operate productively in a fast-paced... ...parental and family leave policiesMental and physical...Work at officeWork experience placementInternship- ...Range Investment Operations Role Range is creating AI-powered solutions to eliminate financial... ...in McLean, VA, or in our New York City office (preferred). All of our positions follow... ...leave policy for growing families ~ Meals: Select meals covered throughout...Work at officeRelocationMonday to Friday
- ...firm providing a wide range of investment banking, securities,... ...individuals from more than 1,200 offices in 43 countries. ' As a... ...our culture. Morgan Stanley Family Office (“MSFO”) group partners... ...functioning of administrative and operational activities, including those...Work at officeFull timeTemporary workWorldwide
- JOB TITLE: Chief Investment Platform Officer Employment Type: Full-Time Location: OnePoint BFG Wealth... ...on the lives of those around us—our family members, friends, clients, and other... ...differentiator for OnePoint BFG at $30B+. Ensure operation of mature proprietary strategies with...Work at officeFull timeLocal areaFlexible hours
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