Investment Operations Analyst - Hybrid NYC - AI-Ready

And Simple ApS; New York (NY); Hybrid; USD 150,000 - 175,000; Full time

Job summary

And Simple ApS is seeking an Investment Operations Analyst to run the operations infrastructure supporting the family’s portfolio across public and private investments. The role covers investment accounting, performance reporting, data governance, systems implementation, and liaison with external partners.

Hybrid work three days per week in New York. The ideal candidate has 4–6 years in investment operations, experience with alternative investments, and hands-on use of portfolio systems such as

Qualifications

• 4–6 years of experience in investment operations.
• Bachelor's degree in Accounting, Finance or a related field.
• Experience with alternative investments.
• Proficiency with portfolio systems such as Addepar or Masttro.
• Advanced Excel skills.
• Demonstrated proficiency with AI tools.

Responsibilities

• Investment accounting for public and private investments.
• Performance reporting for the family portfolio.
• Data governance and data quality oversight.
• Systems implementation and rollout coordination.
• Coordinate with external partners and custodians.

Skills

Investment operations experience

Advanced Excel

AI tools proficiency

Education

Bachelor's degree in Accounting, Finance or related field

Tools

Addepar

Masttro

Job description

And Simple ApS is seeking an Investment Operations Analyst to run the operations infrastructure supporting the family’s portfolio across public and private investments. The role covers investment accounting, performance reporting, data governance, systems implementation, and liaison with external partners.

Hybrid work three days per week in New York. The ideal candidate has 4–6 years in investment operations, experience with alternative investments, and hands-on use of portfolio systems such as