Operations Associate

Our client is a family office supporting businesses across various stages, from early growth to mature enterprises, spanning industries like healthcare, education, and renewable energy.

Responsibilities

Implement and manage the firm’s portfolio monitoring system; Establish and manage standardized workflows for deal closings and portfolio company onboarding; Design and implement improved reporting and funding processes; Establish governance frameworks and financial controls; Drive or assist with financial planning and forecasting processes; Partner with accountants and bookkeepers; Manage complex cap tables and equity documentation; Provide analytical and due diligence support for investment decisions

Requirements

Bachelor’s degree in accounting or finance; 2-4 years of related experience; Experience within Big 4, fund admin, and/or transaction advisory services; Experience with Carta or other equity management platforms; CPA or parts passed; Knowledge of PE and VC strategies