Top Operations & Support Jobs

Supports global investment clients by resolving investment and accounting inquiries, coordinating with internal teams, and delivering accurate responses. Reconciles portfolio data from external sources against Clearwater’s web-based system and provides timely daily status updates. The role requires strong communication, organization, problem-solving, computer, and analytical skills, along with a finance-related or analytical bachelor’s degree and enthusiasm for continuous learning.

Supports managed fund operations through reconciliation, transaction data entry and validation, trade affirmation, NAV production, trial balance reconciliation, and operational reporting. The intern works with Enfusion and industry-standard trade and reporting platforms in a controlled SOC 1 Type II environment. The role requires finance or accounting knowledge, strong Excel skills, attention to detail, process discipline, communication, and the ability to meet daily market cutoffs.

Supports hedge fund and asset manager middle- and back-office operations, including reconciliations, data entry, trade affirmation, NAV production, corporate actions, settlement workflows, and operational reporting. The intern works in Enfusion and industry-standard trade platforms while developing knowledge of fund accounting, financial statements, asset classes, and controlled operational processes.

Support hedge fund and asset manager middle- and back-office operations, including reconciliations, data validation, trade affirmation, NAV production, trial balance reconciliation, corporate action processing, and operational reporting. The role involves working with Enfusion and industry-standard trade and settlement platforms within a SOC 1 Type II control environment.

Supports hedge fund and asset manager middle- and back-office operations, including transaction reconciliation, data entry and validation, trade affirmation, NAV accounting, trial balance reconciliation, and operational reporting. The intern works with Enfusion and industry-standard trade platforms while learning fund operations, settlement lifecycles, corporate actions, and controlled operating procedures.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include managing client inquiries, validating investment data, supporting account setup and reconciliations, documenting solutions, using internal tools and market data, prioritizing workflows, and collaborating with clients and internal teams to resolve issues and improve the client experience.

Supports daily, monthly, and quarterly client service operations for investment portfolio data. Responsibilities include handling customer requests, documenting tickets, reconciling transactions and holdings, validating investment data, preparing reports, resolving operational issues, and supporting client training and product feedback. The intern develops skills in Excel, Salesforce, investment accounting, finance, portfolio data, Clearwater tools, and client communication while working toward accounting or finance certification and degree completion.

Leads revenue operations as the CRO’s strategic partner, translating go-to-market strategy into pipeline, forecasting, and sales results. Owns Salesforce architecture, revenue systems, AI-powered analytics, forecasting, compensation governance, enablement, and GTM alignment across sales, marketing, finance, product, engineering, and client success. Partners with sales leaders on live deals, builds the revenue operations team, improves productivity, and provides executives with real-time market and business intelligence.

Provides first-tier IT help desk support, troubleshoots hardware, software, network, and operating-system issues, escalates incidents, assists with employee onboarding, and supports IT projects. Responsibilities also include workstation and equipment installation, inventory organization and tracking, documentation, SOP development, and maintaining a safe workspace. The role requires knowledge of endpoint management, Azure Active Directory, Windows, macOS, Linux, networking, firewalls, and scripting, along with basic mechanical aptitude and the ability to lift 50 pounds.

Lead RevOps to build a data and reporting center of excellence: manage pipeline operations, forecasting, reporting, and sales process discipline; leverage large datasets and AI to automate workflows and improve sales insights; maintain the sales tech stack; lead and develop the RevOps team and improve forecasting accuracy and data quality.