Operations Associate

Arrow Search Partners; Greenwich (CT); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking an entry-level professional to join their dynamic team. This role offers a unique opportunity to support a family office in managing diverse investments across healthcare, education, and renewable energy sectors. You will implement and manage portfolio monitoring systems, establish workflows for deal closings, and design improved reporting processes. If you are passionate about finance and eager to contribute to impactful investment decisions, this position is perfect for you. Join a collaborative environment where your analytical skills will help shape the future of various industries.

Qualifications

• 2-4 years of related experience in finance or accounting.
• Experience in Big 4, fund admin, or transaction advisory services.

Responsibilities

• Implement and manage the firm’s portfolio monitoring system.
• Provide analytical and due diligence support for investment decisions.

Skills

Financial Planning

Analytical Skills

Due Diligence

Portfolio Management

Governance Frameworks

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

Carta

Equity Management Platforms

Job description

About The Company
Our client is a family office supporting businesses across various stages, from early growth to mature enterprises, spanning industries like healthcare, education, and renewable energy.

Responsibilities

• Implement and manage the firm’s portfolio monitoring system
• Establish and manage standardized workflows for deal closings and portfolio company onboarding
• Design and implement improved reporting and funding processes
• Establish governance frameworks and financial controls
• Drive or assist with financial planning and forecasting processes
• Partner with accountants and bookkeepers
• Manage complex cap tables and equity documentation
• Provide analytical and due diligence support for investment decisions

Requirements

• Bachelor’s degree in accounting or finance
• 2-4 years of related experience
• Experience within Big 4, fund admin, and/or transaction advisory services
• Experience with Carta or other equity management platforms
• CPA or parts passed
• Knowledge of PE and VC strategies

Salary Range
$100,000-$125,000

Seniority level

Entry level

Employment type

Full-time

Job function

Management and Manufacturing

Industries

Staffing and Recruiting