Our client is a financial services firm. They seek an Operations Associate to join their Manhattan, NY office.
ResponsibilitiesPrepare and manage monthly investor distributions and fund flowsAssess and circulate loan servicing statements to borrowersReview and process construction loan draws and capital callsMaintain and optimize internal systems (CRM, storage, dashboards)Manage investor subscriptions and compliance documentationMaintain capitalization tables across multiple investment vehiclesAid in investor reporting, annual fund audits, and operational processesCollaborate with legal, accounting, and third-party vendorsIdentify opportunities to streamline workflows and automate processesRequirements2+ years of operations experienceFinance, real estate, or fund operations backgroundExceptional organization and communication skillsDetail-oriented with a systems-builder mentalityComfortable working in a fast-paced, entrepreneurial officeInterest in scaling processes in a growing investment firmSkilled in Excel and CRM/project management toolsJobID:
47364
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