Operations Manager

Leggett Capital Partners; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and bonus structure

401(k) with company match

Health, dental and vision insurance

Employer-sponsored life insurance and短

Job summary

Leggett Capital Partners, a Houston-based private equity firm, seeks an Operations Manager to support investor relations and run office operations for our 15-person Houston team. You will work closely with the COO and Head of Investor Relations, leveraging AI to streamline workflows and improve communications.

You will manage investor materials, onboarding, capital calls, and quarterly reporting while ensuring confidentiality and high professional standards.

Qualifications

• Bachelor's degree required.
• Experience in investor relations, fund operations, financial services or client-facing operations; PE or real estate a plus.
• Demonstrated proficiency with AI tools, with examples of efficiency improvements.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and quick to learn new software.
• Strong organizational and time-management skills.
• Discretion with confidential information.
• Professional demeanor and appearance.
• Process improver with initiative.
• Ability to juggle tasks and meet deadlines in a fast-paced environment.
• Commitment to learning and growth.

Responsibilities

• Support the Head of Investor Relations with investor communications, updates and meeting prep.
• Prepare investor-facing materials, presentations and reports with accuracy and a professional finish.
• Coordinate fundraising trips, including meetings, travel and logistics.
• Maintain organized investor records and files, respond to inquiries.
• Manage the investor portal, documents uploads and access support.
• Coordinate onboarding and subscriptions, including accreditation verification.
• Assist with capital call and distribution notices and investor questions during tax season.
• Support quarterly reporting and annual audit by gathering materials and tracking deadlines.
• Respond to due diligence requests and maintain the data room.
• Serve as a liaison with portfolio and operating companies for board meetings and updates.
• Oversee day-to-day operations for a 15-person team and office systems.
• Assist with compliance program as an SEC-registered adviser, including recordkeeping.
• Provide executive support and cross-train across departments.

Skills

Communication

AI tool proficiency

Organization

Time management

Discretion

Problem solving

Project coordination

Education

Bachelor's degree

Tools

Microsoft Office Suite

AI tools (Claude, ChatGPT, Copilot)

Job description

Company Description is a Houston-based private equity firm, founded in 2016, that provides access to opportunistic investments in real estate, oil & gas and other alternative asset classes. The firm manages more than $400M in assets across 20 managed investments for 436 investors in 31 states.

Role Description: We are hiring an Operations Manager who reports jointly to the Chief Operating Officer and Head of Investor Relations. The role partners with our team to deliver a polished, responsive experience for our investors, while also helping run firm operations for our 15-person Houston office.

The ideal candidate is a clear, confident communicator who already uses AI tools to work faster and smarter. You will be proactive, detail-oriented, discreet, and comfortable managing many priorities at once. The role offers exposure across operations, investor relations, finance and marketing, with a path for professional growth.

• Location: Onsite in Houston, TX 77055
• Reports to: Chief Operating Officer and Head of Investor Relations

Key Responsibilities:

Investor Relations Support

• Support the Head of Investor Relations with investor communications, updates and meeting preparation.
• Help prepare investor-facing materials, presentations and reports with accuracy and a professional finish.
• Coordinate fundraising trips, including scheduling investor meetings, travel and logistics.
• Maintain accurate, organized investor records, documents and files.
• Respond promptly and professionally to investor inquiries, routing them to the right team member.
• Manage the investor portal, including investor records, quarterly report and document uploads, and investor access support.
• Coordinate investor onboarding and subscriptions, including subscription documents, accreditation verification and workflows.
• Help coordinate capital call and distribution notices, and field investor questions during K-1 tax season.
• Support quarterly reporting and the annual audit by gathering materials and tracking deadlines with accountants and auditors.
• Respond to investor due diligence requests, maintain the data room, and track fundraising prospects and follow-ups.
• Serve as a liaison with portfolio and operating companies for board meetings, reporting and investor updates.

Operations and Office Management

• Oversee smooth day-to-day operations for a 15-person team and serve as the point of contact for all office-related questions and issues.
• Maintain inter-office systems, software, IT, equipment, supplies and mail.
• Make sure established processes are followed, review them regularly, and recommend improvements.
• Adopt new software features as they are released to raise productivity and efficiency.
• Coordinate investor and office events, meetings and conferences.
• Screen and manage incoming calls, emails, correspondence and visitors.
• Support the firm's compliance program as an SEC-registered investment adviser, including recordkeeping, the compliance calendar and routing marketing materials for review.

Executive and Project Support

• Provide comprehensive administrative support to the COO, Head of Investor Relations and executive team.
• Assist with project management across portfolio companies, real estate and investment projects.
• Prepare, edit and organize materials for meetings, presentations and reports.
• Cross-train in and cover multiple departmental roles as needed, occasionally including evenings and weekends.

What Sets This Role Apart: AI Fluency and Communication

• Use AI tools such as Claude, ChatGPT and Microsoft Copilot daily to draft, summarize, research, analyze and organize work.
• Find opportunities to automate or streamline repetitive tasks and workflows across the office and investor relations.
• Write clear, effective prompts and critically review AI output for accuracy, tone and confidentiality before it is used.
• Stay current on new AI tools and help teammates adopt them responsibly.

Strong Communication

• Write polished, concise emails, memos, investor updates and reports that reflect the firm's professionalism.
• Communicate confidently by phone, video and in person with executives, investors, portfolio companies and vendors.
• Translate complex information into clear, accurate summaries for different audiences.
• Keep the COO and Head of Investor Relations informed, flagging issues early and following through on commitments.

Qualifications:

• Bachelor's degree from a four-year college or university is required.
• Experience in investor relations, fund operations, financial services or a client-facing operations role; private equity or real estate experience is a plus.
• Demonstrated, hands-on proficiency with AI tools, with examples of how you have used them to improve your work.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite and comfort learning new software quickly.
• Strong organizational, time management and prioritization skills.
• Absolute discretion with confidential firm and investor information.
• Professional demeanor and appearance.
• A process improver and problem solver who brings ideas and initiative.
• Ability to juggle tasks, help manage team workloads, and meet deadlines in a fast-paced environment.
• A genuine commitment to learning and growth.

What We Offer:

• Competitive salary and bonus structure
• 401(k) with company match
• Health, dental and vision insurance with employer contributions
• Employer-sponsored life insurance and short-term disability
• Paid time off and paid holidays
• Social events and team-building activities
• A close-knit, family-like culture with motivated, hard-working teammates
• A growing firm with real room for advancement