Operations Coordinator

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Looking for an Operations Coordinator to join the team! The team is small, the nature of the job is broad and varied.

Company Information:

Family Office

Job Description:


Assist with the input of all investment activity (Investments, capital calls, capital distributions).

Maintain investment log (Excel).

Prepare bank statement narratives (Excel).

Manage Treasury function.

Assist with obtaining all monthly hedge fund and long-only manager valuations.

Reconcile stock holdings to brokerage statements.

External manager tracking report.



Prepare Fund Summary

Assist in getting quarterly private equity valuations

Maintain Burgiss database

Internal company billings/invoices




Mail reports to family office principal

Maintaining insurance schedules

Collect underlying partnership K1’s

Maintain secretarial records of annual meetings.


Requirements / Qualifications:

Detail-oriented and well-organized.

Strong quantitative and numeracy skills.

Strong computer skills.

Work independently.

Good communication skills

Strong work ethic and ability to meet deadlines.

Ability to multitask.

Native English speaker.


Minimum of 5 years of financial and administrative experience

Basic understanding of investments.

Bachelor’s degree.

Experience with the following software programs ( Excel, MS Word, Outlook).

Ability to access data online.

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