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The Role
Senior cross-functional operator responsible for coordinating business, recruiting, investor relations, finance and fund operations while improving workflows through AI and automation. Manages executive support, vendor and system administration, investor communications, fund reporting, onboarding, and financial processes. Drives operational playbooks, onboarding/offboarding, recruiting coordination, and builds AI-powered automations to increase efficiency across the firm.
Summary Generated by Built In
**PLEASE SUBMIT YOUR CV IN ENGLISH**Location: Remote – Latin America
Work Arrangement: Fully Remote (Telecommute)
Employment Type: Full-Time
Compensation: $2,000 – $3,000 USD/month
English Proficiency: C2 / Near-Native English (Written & Spoken)
Schedule: Full-Time | Must overlap with U.S. Eastern business hoursAbout the CompanyOur client is a fast-growing U.S.-based investment management firm building institutional-quality alternative investment solutions for wealth advisors, family offices, and financial professionals. The company combines the innovation and speed of a technology startup with the sophistication of the financial services industry, creating a highly collaborative environment where talented professionals can make a meaningful impact while working directly with senior leadership.About the RoleWe are seeking an experienced Senior Business Operations & Investment Operations Specialist to become the operational backbone of a rapidly growing investment management firm.
This is a highly cross-functional role supporting business operations, recruiting, people operations, executive support, investor relations, finance, fund operations, and AI-driven process automation.
The ideal candidate is an experienced operator who thrives in fast-paced startup environments, enjoys building scalable systems, and has a strong understanding of finance, accounting, and investment operations. Rather than simply maintaining processes, you'll continuously improve them through automation and AI while supporting critical business and fund operations.What You'll DoRecruiting & People Operations
Work Arrangement: Fully Remote (Telecommute)
Employment Type: Full-Time
Compensation: $2,000 – $3,000 USD/month
English Proficiency: C2 / Near-Native English (Written & Spoken)
Schedule: Full-Time | Must overlap with U.S. Eastern business hoursAbout the CompanyOur client is a fast-growing U.S.-based investment management firm building institutional-quality alternative investment solutions for wealth advisors, family offices, and financial professionals. The company combines the innovation and speed of a technology startup with the sophistication of the financial services industry, creating a highly collaborative environment where talented professionals can make a meaningful impact while working directly with senior leadership.About the RoleWe are seeking an experienced Senior Business Operations & Investment Operations Specialist to become the operational backbone of a rapidly growing investment management firm.
This is a highly cross-functional role supporting business operations, recruiting, people operations, executive support, investor relations, finance, fund operations, and AI-driven process automation.
The ideal candidate is an experienced operator who thrives in fast-paced startup environments, enjoys building scalable systems, and has a strong understanding of finance, accounting, and investment operations. Rather than simply maintaining processes, you'll continuously improve them through automation and AI while supporting critical business and fund operations.What You'll DoRecruiting & People Operations
- Run the full recruiting cycle: sourcing coordination, scheduling, candidate communication, and interview logistics
- Own onboarding and offboarding end to end, shaping a great candidate and employee experience as we grow
- Keep HR systems, records, and people processes accurate and current
- Be a culture carrier for a distributed team, the connective tissue that keeps everyone connected
- Keep the firm's operating cadences running (Monday kickoff, weekly reviews, Friday close, QBRs) and improve them over time
- Own calendars and cross-functional coordination so leadership never loses time to friction
- Administer vendors, subscriptions, and tools, consolidating and automating where it saves time or money
- Help build the reporting and metrics that feed our weekly and quarterly cadences, automating the data pulls behind them
- Document and continuously improve internal playbooks, flagging what should be automated
- Manage company expenses and the corporate-card program (Ramp): categorization, receipts, and policy adherence
- Coordinate vendor invoices, payment scheduling, and reimbursements
- Support payroll, equity, and records administration, and help the bookkeeper and Head of Ops keep clean financials
- Partner with the Head of Ops on fund operations, taking on the hands-on, delegable tasks and running them cleanly end to end
- Review monthly NAVs ahead of the Head of Ops's sign-off, coordinating with the fund administrator (Fundviews) on month-end and helping reconcile positions and cash
- Process investor subscriptions, redemptions, and transfers, and keep KYC/AML onboarding and the investor register accurate and current
- Help run capital calls, distributions, and fee calculations, and coordinate the related payments
- Pull fund control-book data to help produce quarterly fact sheets and investor performance reporting
- Support fund formation during launches: open accounts, register with the relevant authorities, and collect and review documentation, flexing to all-hands when a new fund launches
- Master our tool stack and become the firm's go-to expert, then optimize each system to how we actually work
- Treat every process you own as a candidate for automation: spot repetitive work and redesign it to run with AI and agentic workflows
- Build and prototype your own automations and agents (with the Chief of Staff & Agents) to take recurring work off the team's plate
- Track impact, time saved and reliability, as work moves from manual to automated
- Triage and manage the IR inbox: route, prioritize, and follow up so nothing slips
- Act as first-line on investor questions, responding in Equi's voice and escalating what needs the Head of Ops or IR
- Coordinate IR logistics and quarterly board materials: prep, scheduling, and follow-through
- Manage travel and itineraries for the founders and leadership team
- Track action items across leadership workstreams so nothing stalls
- Support outbound campaigns and sequences: draft and refine messaging to ~80% and hand off to the Head of Sales
- Help improve communication and outreach quality across channels
- Google Workspace: email, calendar, and docs
- Slack: internal communication
- Notion: knowledge base and documentation
- Linear: project and issue tracking
- Ashby & Pin: recruiting and sourcing
- HubSpot: CRM and outreach
- Ramp: expenses and corporate cards
- Fund administration & NAV (e.g., Fundviews): fund-operations coordination and reporting
- Claude, Codex, and agentic AI tools: automation, drafting, and workflow
- English: C2 / near-native proficiency, written and spoken
- Experience: 8+ years as a seasoned business-operations generalist whose range spans business operations, accounting and fund administration, and sales, marketing and IR, not a pure executive-assistant background
- Investment Management/Capital Markets Industry Experience
- Accounting foundation (required): hands-on accounting experience, fluent across P&L, balance sheet, and cash flow, and able to review fund NAVs; fund administration or fund-accounting exposure is a strong plus
- Startup-tested: you've thrived in a fast-paced, early-stage startup, comfortable with ambiguity and rapid change while moving fast without dropping quality
- Cross-functional breadth: you've owned and improved processes across multiple functions (recruiting/people, operations, finance/fund operations, investor relations/exec support, and sales/marketing), not just one
- Systems fluency: you master modern tools quickly and make them work better, rather than just maintaining them
- AI-literate and hands-on: you don't just use AI tools, you build workflows and agents to eliminate the manual work you own
- Ownership: exceptional organization and follow-through; you own outcomes end to end and never drop a ball
- Judgment: sound discretion handling confidential investor, financial, and personnel information
- Hands-on experience building automations or AI agents (e.g., Zapier, Make, or agent frameworks), or a clear eagerness to learn
- Recruiting, HR, or people-operations experience
- Experience supporting investor relations, finance, or professional-services teams
- Comfort interacting directly with founders, investors, and executives
- Strongly preferred: a background in financial services, asset management, or investment management. This is a technical industry and direct exposure is a real edge; a strong interest and fast ramp can substitute.
- This is a remote/telecommute position.
Skills Required
- C2 / Near-native English proficiency (written and spoken)
- 8+ years experience in Business Operations, Operations, Chief of Staff, Finance Operations, Fund Operations, or similar cross-functional roles
- Previous experience working in a fast-paced startup environment
- Strong understanding of accounting principles, including P&L, Balance Sheet, and Cash Flow
- Experience supporting finance operations and business processes
- Exceptional organizational, communication, and project management skills
- Strong systems thinking with a continuous improvement mindset
- Hands-on experience using AI tools and workflow automation
- High level of ownership, discretion, and ability to manage confidential information
- Comfortable working directly with founders and executive leadership
- Must overlap with U.S. Eastern business hours
- Experience in investment management, fund operations, accounting, asset management, capital markets, hedge funds, private equity, venture capital, wealth management, family offices, or fund administration
- Experience reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting
- Experience building automations using Zapier, Make, AI agents, or similar platforms
- Recruiting, HR, or People Operations experience
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The Company
What We Do
The Entrepreneur Cooperative (ECo) is a vibrant, member-driven community designed for entrepreneurs at every stage of their journey. ECo aims to empower its members through shared experiences, resources, and meaningful connections. At the heart of ECo is the belief in collective growth—where members actively participate in governance, decision-making, and the strategic direction of the cooperative. ECo provides a platform for entrepreneurs to exchange ideas, collaborate on projects, and access a wide range of educational content focusing on critical aspects of entrepreneurship such as board management, investor relations, and scaling strategies. ECo is poised to redefine entrepreneurial collaboration, offering an inclusive space for founders to thrive. Communication and collaboration are facilitated through various channels, including Slack for real-time discussions and a dedicated listserv for announcements, events, and deal flow opportunities. ECo also emphasizes the importance of in-person connections, with regular events and meetups organized across different geographies. ECo's subgroups cover a broad spectrum of interests and industries, from real estate to health and wellness, AI experimentation, and beyond, ensuring that every member finds their niche within the community. These subgroups provide focused forums for discussion, learning, and networking, catering to the diverse needs and passions of ECo members.
