Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
As an Analyst on the Private Markets Operations team, you will play a critical role in supporting the execution and ongoing management of Opto’s private market offerings. You will be responsible for the operational workflows that underpin fund activity, investor onboarding, and capital events, ensuring accuracy, consistency, and a high-quality experience for clients and investors.
In this role, you will work closely with internal teams and external partners to manage day-to-day private market operations while helping improve the processes, systems, and controls that support scale. The ideal candidate is detail-oriented, proactive, and comfortable operating in a fast-paced environment where ownership, follow-through, and sound judgment are essential.
Your day-to-day will include:Private Markets Execution & Capital Activity
- Own the full day-to-day execution of private market activity across the funds
- Coordinating investment-related transactions with the administrator for subscription, capital call, and distribution activity.
- Manage subscription documentation, investor records, and compliance-related workflows.
- Ensure operational readiness for new fund launches, structures, and strategies
- Monitoring and reconciling investments and following up with General Partners/Managers to receive missing or more detailed information.
- Own the combined lifecycle of funds and investors from launch and onboarding through wind-down.
- Ensuring current and accurate documentation of standard operating procedures and servicing level agreements.
- Ensure data accuracy, reconciliation, and operational transparency across systems
- Provide day-to-day operational support to clients and investors.
- Lead investor onboarding, implementation, and ongoing servicing across private market products.
- Deliver post-trade confirmations, capital activity reporting, and operational communications.
- Partner with Advisory Services to support client delivery and issue resolution.
- Partner with the Funds Team, Product, and Engineering to design, build, and iterate scalable workflows
- Identify automation opportunities, tooling improvements, and control enhancements
- Define and own operational requirements for private market workflows
- Lead operational input into technical implementations, launches, and enhancements
- Driving resolutions of open issues and questions, and contacting internal technology and vendor support when necessary. Capturing the solution and driving internal procedures.
- Contributing to projects and helping stakeholders reach consensus on complex processes.
- Design, document, and evolve operating processes to support growth and increasing complexity
- Working with the Head of Private Market Operations to ensure Key Performance Indicators are appropriately tracked and that workflows are properly managed.
- Actively participating in team projects and initiatives for process improvement.
Opto Investments is seeking an ambitious self-starter with a “can do'' attitude to join the Private Market Operations team. If you have a proven record of navigating unstructured operational processes while simultaneously handling responsibilities with multiple work streams and stakeholders, you might be the analyst we’re looking for.
Required Skills
- Very strong organizational and time-management skills
- Capable of multitasking in a daily, deadline-driven environment, while keeping others well-informed
- Attention to detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
- Excellent verbal, writing, interpersonal, and proofreading skills
- An inquisitive, investigative mindset and passion for “dive deeper”(and not accepting information at face value)
- Both a team player and capable of independent work
- Self-motivated and thrive in a fast-paced environment
- High emotional intelligence, flexible, and resilient
Bonus Skills
- Experience in a startup environment
- Wealth management experience at a broker/dealer or RIA
Background
- Minimum of 3-5 years of relevant work experience in financial services or investment operations
- College or university degree in business, finance, economics or related field
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
How to Apply
Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!
We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.
Compensation and Benefits
Opto Investments has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $100,000-$130,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness, and Commuter stipends
- Paid Holidays
This position is based primarily onsite in our New York City office.
At this time, Opto can only hire candidates who reside in the following states:
California, Colorado, Florida, Idaho, Illinois, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.
If you do not currently live in one of these states, you must relocate to an approved state or have a confirmed address there prior to your start date.
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What We Do
Opto Investments (“Opto”) are engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs. Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto are not compensated by fund managers to offer funds, which enables an undiluted focus on quality. Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.
Why Work With Us
Opto embraces a tech-forward approach to challenge traditional norms in the financial services space. We value those who come to the table with strong opinions and constantly communicate our intent, execute with a purpose and learn from our mistakes. We are not afraid to do things differently.
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Opto Investments Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.
