Investment Operations Associate | Bonus

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 .

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