Investment Operations Analyst

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
90K-90K Annually
Mid level
Productivity • Software • Financial Services
The Role
Supports private market investment operations, including monitoring investments, preparing investor reporting, managing SPVs and investment vehicles, tracking capital calls and commitments, completing subscription documents, and responding to investor inquiries. The role also contributes to digital investor experience improvements, onboarding and educational materials, process enhancements, and new investment product launches while collaborating with investment, engineering, product, design, legal, and operations teams.
Summary Generated by Built In

Investment Operations Analyst

Long Angle, the world’s largest private community of very high net worth (VHNW) individuals is seeking an Investment Operations Analyst (“Analyst”) to join our team. The Analyst will work closely with firm leadership and play a broad and active role across the entire investment process, including platform operations, member experience and relations, reporting and education. There will be ample opportunities for the Analyst to get direct exposure to leading private market managers. Long Angle is an entrepreneurial and fast-paced environment where the Analyst will also work on special projects such as new investment product launches under the direction of senior leadership. Successful completion of duties can be a pathway to an increased role in sourcing and diligence of private investment opportunities.

This role is for an immediate start.

Long Angle Overview

Long Angle enables its members to access leading private market funds and co-investments across Private Equity, Private Credit, Venture, Energy, Real Estate/Assets, Hedge Funds and other strategies. Since 2021, Long Angle has invested over $550 million across 60+ investments with 1,000+ unique investors. Outside of the investment arm, Long Angle offers an array of member benefits, including in-person events across the world, a vibrant online forum, VHNW peer advisory groups, and more.

Key Responsibilities

  • Monitor existing investments and assist in preparation of investor-facing materials, including quarterly reporting and investment activity.

  • Support the creation and management of special purpose vehicles (“SPVs”) and other investment vehicles as needed.

  • Contribute to the development and management of various investment products including fund of funds and Private Placement Life Insurance funds.

  • Closely support the Investor Relations team to provide best-in-class client support including thorough, timely, and thoughtful responses to investor inquiries.

  • Develop an extensive knowledge of Long Angle’s current and future institutional-quality private investments.

  • Collaborate with engineering, product and design teams to improve investors’ online digital experience.

  • Support the ongoing improvement of the investor experience including investment offering materials, client onboarding and educational content.

  • Closely support investment operations including, but not limited to, completing subscription documents, forecasting capital calls and tracking investor commitments and wire activity.

  • Assist in improving internal business and investment processes, supporting other functions as necessary (fundraising, operations, legal), and new investment product launches and key initiatives.

Qualifications

  • 2-5 years of experience in private markets, ideally within asset management, RIA, family office, endowment, fund of funds, or similar investment organizations.

  • Bachelor’s degree in finance, accounting or related field.

  • Excellent written communication skills, including the ability to distill complex investment content for both internal and external materials.

  • Proven experience in investor relations or operations within private equity or financial services.

  • Experience or interest in working on client-facing online/digital investment products.

  • High proficiency with data management and productivity tools such as Excel, Airtable, Claude, Hubspot, and DocuSign, and willingness to learn and adopt new technologies.

  • Process-orientated, with the desire to contribute to continuous improvement at an institutional-caliber investment organization.

  • Team player with the ability to work independently with strong project management skills.

  • Strong attention to detail.

  • Familiarity with SPV and feeder fund structures is highly desirable.

  • Experience working with Very High Net Worth individuals is beneficial.

Compensation & Benefits

Long Angle is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.

Salary: Competitive annual salary commensurate with the candidate's experience, proven track record, specific scope of the role, and location. Target full comp package of $90,000 base salary + performance-based bonus and equity.

Location: Remote role anywhere in the United States; open to US citizens and non-citizens with US work authorization.

In addition to base salary, this role is eligible to participate in the following benefits:

  • 401K (with employer match)

  • Performance-based cash bonus

  • Stock options

  • Medical, dental, and vision health insurance plans

  • Unlimited PTO

  • Internet/phone reimbursement

Skills Required

  • 2-5 years of experience in private markets, ideally within asset management, RIA, family office, endowment, fund of funds, or similar investment organizations
  • Bachelor’s degree in finance, accounting, or a related field
  • Excellent written communication skills and ability to distill complex investment content
  • Experience in investor relations or operations within private equity or financial services
  • Experience or interest in client-facing online or digital investment products
  • High proficiency with Excel, Airtable, Claude, HubSpot, and DocuSign, with willingness to learn new technologies
  • Process-oriented mindset and desire to contribute to continuous improvement
  • Ability to work independently and as part of a team
  • Strong project management skills
  • Strong attention to detail
  • Familiarity with SPV and feeder fund structures
  • Experience working with very high net worth individuals
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The Company
30 Employees
Year Founded: 2020

What We Do

Long Angle is a private, vetted community for high-net-worth founders, executives, investors, and other professionals. It provides confidential peer discussions, Trusted Circles advisory groups, live events and workshops, wealth-management resources, and access to curated alternative-investment opportunities. The platform helps members compare notes, build trusted relationships, and make better personal, business, and financial decisions through a member-focused network with no membership fee.

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