Operations Associate

Altera Investments; Atlanta (GA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

401k

Growth opportunities

Job summary

Altera Investments is hiring an Operations Associate to support investor onboarding, services, fund accounting, and the related systems. You will work with investors, family offices, and financial advisors while ensuring records are accurate and deadlines are visible.

The role is hands-on in a close-knit team with changing priorities. You will take ownership, learn new processes independently, and escalate issues when needed.

Qualifications

• 1–4 years in operations, financial services, investor services, fund administration, or accounting support.
• Strong ownership and ability to learn new systems independently.
• Excellent organization and attention to detail across multiple systems.
• Strong written and verbal communication with investors and advisors.
• Experience with Microsoft Excel, Word, and Outlook; Salesforce helpful.

Responsibilities

• Coordinate investor onboarding activities, data collection, and document tracking.
• Maintain accurate information across primary databases.
• Review onboarding records for completeness and escalate issues promptly.
• Support investor and financial advisor requests with clear communication.
• Maintain investor portal access, document uploads, and dashboards.
• Track capital activity, notices, and internal status reporting.
• Assist fund accounting with data entry, reconciliations, and file organization.
• Ensure documentation is compliant and well organized.

Skills

Data entry

Investor services

Excel

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Job description

Altera is an alternative investment firm dedicated to providing investors access to lower market private investments. We help high-net-worth individuals, family offices, and financial advisors build and manage private market portfolios through curated offerings and personalized infrastructure. Our work spans multiple investment verticals and is supported by an operating platform designed around the needs of individual investors and advisors. We are a dynamic, fast-paced company with an exceptional team of dedicated professionals seeking to provide compelling strategies alongside a top-tier investor experience.

The Role

We are hiring an Operations Associate to support investor onboarding, investor services, fund accounting, and the systems that connect those functions. This person will work directly with investors, family offices, and financial advisors while managing the detailed internal work required to keep records accurate, deadlines visible, and processes moving.

This is a broad, hands-on role on a close-knit team. Work volume changes throughout the year, and priorities can shift quickly. During high-volume periods, everyone helps where the need is greatest. During quieter periods, the focus turns to data quality, process improvement, documentation, and building stronger infrastructure. The right person will take ownership without waiting to be directed, learn unfamiliar work independently, and recognize when an issue should be escalated.

What You Will Do

• Coordinate investor onboarding activities, including data collection, document tracking, follow-up, and preparations for fund closings.
• Enter and maintain accurate information across the business in primary databases.
• Review onboarding records and related tasks for completeness and consistency and escalated issues promptly when needed.
• Support investor and financial advisor requests with clear, timely, and professional communication.
• Maintain portal access, document uploads, distribution lists, dashboards, and organized investor records.
• Track capital activity and related deadlines, including capital call follow-up, notices, and internal status reporting.
• Support fund launches, investor closings, and coordination with third-party fund administrators and custodians.
• Assist the fund accounting team with data entry, reconciliations, invoice tracking, file organization, and tax and audit preparation.
• Maintain organized digital files and documentation in accordance with firm procedures and compliance requirements.
• Provide support across the Operations, Fund Accounting, and Investor Relations teams as workloads shift.
• Own recurring task lists, status trackers, and operational calendars rather than waiting for reminders.
• Identify inefficient or unclear processes and recommend practical improvements.
• Use lower-volume periods to improve data quality, strengthen controls, organize records, and advance firm infrastructure projects.
• Take on special projects and new responsibilities as the business grows.

What You Bring

• One to four years of experience in operations, financial services, investor services, fund administration, accounting support, or another detail-intensive role.
• A track record of taking ownership, teaching yourself new systems or processes, and following work through to completion.
• Exceptional organization and attention to detail, including the discipline to keep data and documents accurate across multiple systems.
• Strong written and verbal communication and the judgment to represent the firm well with investors, advisors, and external partners.
• Emotional intelligence, self-awareness, and the ability to remain constructive and composed during stressful periods.
• Sound prioritization skills and comfort working through shifting deadlines and competing requests.
• Working knowledge of Microsoft Excel, Word, and Outlook; experience with Salesforce, document portals, fund administration, or workflow systems is helpful.
• Comfort working with financial data and metrics. Private markets expertise is welcome but not required; curiosity and a willingness to learn are essential.
• A bachelor's degree is preferred. An equivalent combination of education and relevant experience will be considered.

How We Work

Operations, Fund Accounting, and Investor Relations work as one high functioning group. Titles matter for major decisions, but they do not determine who steps in to solve a problem. We share knowledge, support each other, hold each other accountable, and make room for humor and camaraderie along the way.

• We build trust by being accurate, dependable, and transparent.
• We do the right thing especially when no one is watching and the answer requires extra work.
• We reward creativity by encouraging people to question inefficient processes and improve them.
• We pursue excellence through disciplined execution, careful review, and continuous learning.
• We care about our investors, our teammates, and the quality of the company we are building.

What Success Looks Like

• Investors and advisors receive responsive, accurate, and thoughtful service.
• Onboarding records, portal data, and fund accounting support files are complete, organized, and reliable.
• Recurring responsibilities move forward without repeated direction or follow-up.
• The team gains capacity because you spot needs early, communicate clearly, and close the loop.
• Processes and systems are measurably stronger after lower-volume periods.

What We Offer

• Competitive compensation with a performance-based bonus opportunity.
• Health and insurance benefits, paid time off, 401k, and opportunities for professional growth.
• Exposure to investor relations, fund accounting, technology, and operations within a growing private investment firm.
• A collaborative environment where good judgment, initiative, process improvements, and creativity have visible impact and rewards.
• Opportunities for growth and development in your professional journey different from most organizations.