Investment Operations Associate | Bonus

LHH Recruitment Solutions; Indianapolis (IN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Annual bonus ~20%

Health insurance

401(k) with match

Paid time off

Professional development/licensing

Job summary

LHH Recruitment Solutions (Parker+Lynch) seeks an Investment Operations Associate in Indianapolis to support investor onboarding, records, and reporting within an emerging private-investment platform.

The role focuses on operational investor-relations rather than sales, with potential growth toward trading floor or development and close collaboration with fund accounting, compliance, legal, tax, and technology teams.

Qualifications

• Bachelor’s degree in finance, accounting, business, or related field, or equivalent experience.
• 1+ years of experience in wealth management, investment operations, fund administration, banking or financial client service.
• Series 66 license strongly preferred.
• Strong Excel skills and experience with CRM/document-management platforms.
• Professional communication skills and ability to handle confidential financial information.

Responsibilities

• Manage client onboarding, documentation collection, approvals, and transaction processing.
• Maintain accurate records per internal standards and regulatory requirements.
• Gather, review, and organize compliance, tax, identity-verification, and other required account documentation.
• Serve as a point of contact for administrative inquiries from clients, advisors, and external stakeholders.
• Update and maintain information within CRM, workflow, and document-management platforms.
• Assist with the preparation and distribution of account reports, statements, correspondence, and periodic communications.
• Process account maintenance requests, record updates, banking changes, and other client-related transactions.
• Collaborate with finance, compliance, legal, operations, technology, and leadership teams to support day-to-day activities.
• Maintain secure access to client-facing materials, shared resources, and electronic records.
• Prepare operational reports, workflow summaries, activity tracking, and management reporting.
• Identify opportunities to improve processes, documentation, controls, and service delivery.
• Develop a strong understanding of internal platforms and procedures while escalating issues as appropriate.

Skills

Wealth management

Excel skills

CRM systems

Attention to detail

Communication skills

Confidential handling

Private funds knowledge

Financial technology

Team collaboration

Education

Bachelor’s degree in finance / accounting / business

Tools

Series 66 license

Job description

LHH Recruitment Solutions (pka Parker+Lynch) is seeking an Investment Operations Associate for a growing private investment organization in Indianapolis. This position will support Limited Partner onboarding, investor records, subscription processing, reporting, and ongoing investor service within an emerging alternative-investment platform.

This is an operational investor-relations position rather than a sales or capital-raising role. Onboarding and operations are the initial focus but the ability for growth to trading floor or development is great. The Associate will work directly with senior leadership and coordinate closely with fund accounting, compliance, legal, tax, and technology partners. The position offers exposure to private fund operations, systematic investment strategies, and internally developed financial technology.

Responsibilities

• Manage client onboarding activities, documentation collection, approvals, and transaction processing
• Maintain accurate records and supporting documentation in accordance with internal standards and regulatory requirements
• Gather, review, and organize compliance, tax, identity-verification, and other required account documentation
• Serve as a point of contact for administrative inquiries from clients, advisors, and external stakeholders
• Update and maintain information within CRM, workflow, and document-management platforms
• Assist with the preparation and distribution of account reports, statements, correspondence, and periodic communications
• Process account maintenance requests, record updates, banking changes, and other client-related transactions
• Collaborate with finance, compliance, legal, operations, technology, and leadership teams to support day-to-day activities
• Maintain secure access to client-facing materials, shared resources, and electronic records
• Prepare operational reports, workflow summaries, activity tracking, and management reporting
• Identify opportunities to improve processes, documentation, controls, and service delivery
• Develop a strong understanding of internal platforms and procedures while escalating issues as appropriate

Qualifications

• Bachelor’s degree in finance, accounting, business, or a related field, or equivalent professional experience
• 1+ years of experience in wealth management, investment operations, fund administration, banking or financial client service
• Series 66 license strongly preferred
• Strong attention to detail and experience managing deadline-sensitive financial documentation
• Understanding of investment accounts, private funds, capital accounts, NAV, or investor reporting
• Strong Microsoft Excel skills and experience with CRM or document-management platforms
• Professional communication skills and comfort working with investors and financial professionals
• Ability to handle confidential financial information with sound judgment
• Interest in systematic trading, financial technology, or investment-platform operations
• Ability to work effectively in a small, entrepreneurial, and rapidly developing organization

Additional Information

• Eventual hybrid WFH
• Annual discretionary bonus of ~20%
• Medical, dental, and vision insurance
• 401(k) plan with match
• Paid time off
• Professional development and licensing support

Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit www.lhh.com. The Company will consider qualified applicants with arrest and conviction records.