Teams at Opto Investments

Manage private fund formation, legal documentation, regulatory compliance, and complex legal projects. Advise on fund structures, negotiate offering and investment agreements, support investor onboarding, conduct securities-law research, prepare regulatory filings, maintain fund and corporate entities, and improve legal processes through technology. Collaborate with operations, investment management, product, engineering, clients, outside counsel, and vendors while managing high-volume, time-sensitive work.

Lead private market fund and investor operations from launch through wind-down, including subscriptions, capital calls, distributions, onboarding, servicing, reconciliations, and provider oversight. Design scalable workflows, controls, SOPs, KPIs, and launch playbooks; interpret fund documents; manage enterprise client implementations and cross-functional technology initiatives; and mentor analysts with a path toward people management.