Investment Operations Associate | Bonus

Job Description

Job Description

LHH Recruitment Solutions (pka Parker+Lynch) is seeking an Investment Operations Associate for a growing private investment organization in Indianapolis. This position will support Limited Partner onboarding, investor records, subscription processing, reporting, and ongoing investor service within an emerging alternative-investment platform. This is an operational investor-relations position rather than a sales or capital-raising role. Onboarding and operations are the initial focus but the ability for growth to trading floor or development is great. The Associate will work directly with senior leadership and coordinate closely with fund accounting, compliance, legal, tax, and technology partners. The position offers exposure to private fund operations, systematic investment strategies, and internally developed financial technology. Responsibilities

Manage client onboarding activities, documentation collection, approvals, and transaction processing Maintain accurate records and supporting documentation in accordance with internal standards and regulatory requirements Gather, review, and organize compliance, tax, identity-verification, and other required account documentation Serve as a point of contact for administrative inquiries from clients, advisors, and external stakeholders Update and maintain information within CRM, workflow, and document-management platforms Assist with the preparation and distribution of account reports, statements, correspondence, and periodic communications Process account maintenance requests, record updates, banking changes, and other client-related transactions Collaborate with finance, compliance, legal, operations, technology, and leadership teams to support day-to-day activities Maintain secure access to client-facing materials, shared resources, and electronic records Prepare operational reports, workflow summaries, activity tracking, and management reporting Identify opportunities to improve processes, documentation, controls, and service delivery Develop a strong understanding of internal platforms and procedures while escalating issues as appropriate Qualifications

Bachelor's degree in finance, accounting, business, or a related field, or equivalent professional experience 1+ years of experience in wealth management, investment operations, fund administration, banking or financial client service Series 66 license strongly preferred Strong attention to detail and experience managing deadline-sensitive financial documentation Understanding of investment accounts, private funds, capital accounts, NAV, or investor reporting Strong Microsoft Excel skills and experience with CRM or document-management platforms Professional communication skills and comfort working with investors and financial professionals Ability to handle confidential financial information with sound judgment Interest in systematic trading, financial technology, or investment-platform operations Ability to work effectively in a small, entrepreneurial, and rapidly developing organization Additional Information

Eventual hybrid WFH Annual discretionary bonus of ~20% Medical, dental, and vision insurance 401(k) plan with match Paid time off Professional development and licensing support If you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions, please email Kyle Cheverko at View email address on click.appcast.io or visit . Pay Details:

$70,000.00 to $100,000.00 per year Search managed by:

Kyle Cheverko Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.