Investment Operations Analyst
Core
Support the operational lifecycle of private market investment programs across private equity, credit, infrastructure, and real estate.
Role type
Investment Operations Analyst
Builds
Operational support for private market funds and investment products
Domain
Private Markets / Alternative Investments
Deliverable
dashboards & analysis
Required skills
Financial analysis, Regulatory compliance, Fee calculation, Board reporting, Process coordination, Data management
Preferred skills
Power BI, Power Query, Power Pivot
Technologies
Excel, Power BI
Responsibilities
Prepare and review pre-investment restriction checklists, Summarize investment proposal documentation, Assist with regulatory and compliance reporting, Prepare quarterly fee invoices, Support preparation of board reports, Coordinate with corporate finance on monthly close and budgeting
Seniority
Early-career