Private Investment Operations Associate - Presidio Wealth Partners

Hightower Advisors; Houston (TX); Vor Ort; USD 59.000 - 72.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision coverage

401(k) matching plan

Student loan assistance

Pet insurance

Flexible benefits (FSA, pre-tax, HSA)

Zusammenfassung

Hightower Advisors is seeking a Private Investments Operations Associate to join the Houston office. You will coordinate subscription paperwork, process capital calls, and track funding activity to support private investments.

This role requires 3+ years in financial services, strong organization, and proficient use of Microsoft Office. You will provide timely updates to advisors and keep records organized; be proactive in improving workflows.

Qualifikationen

• 3+ years of professional work experience in financial services or related field.
• Strong organization and attention to detail with multitasking ability.
• Clear written and verbal communication; follow up with teams.
• Proficiency with Microsoft Office, especially Outlook and Excel.
• Experience with private investments or custodial portals is preferred but not required.

Aufgaben

• Coordinate subscription paperwork for private investments including tracking signatures and deadlines.
• Review subscription packages for completeness and consistency; ensure compliance.
• Coordinate with custodians and investment sponsors to submit subscriptions and process funding.
• Track deadlines and provide updates to advisors and internal partners.
• Maintain organized records of subscription documents and notices.
• Coordinate requests to update or retitle private investment assets per procedures; refer questions to reviewer.
• Provide timely status updates to advisors and internal partners with what’s completed and what remains.
• Identify recurring process issues and recommend practical improvements to workflow.
• Perform other related duties as assigned.

Kenntnisse

Organization

Attention to detail

Communication

Microsoft Office

Outlook

Excel

Prioritization

Ausbildung

High school diploma

Additional education welcome

Tools

Custodial portals

Jobbeschreibung

Your Future Team

Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3.6 billion of assets on behalf of our clients; and over $1billion in alternative investments. We offer an outsourced family office experience for our clients that places us at the center of a client’s financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 21 full-time employees comprised of 8 advisors and 13 supporting staff members.

Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3.6 billion of assets on behalf of our clients; and over $1billion in alternative investments. We offer an outsourced family office experience for our clients that places us at the center of a client’s financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 21 full-time employees comprised of 8 advisors and 13 supporting staff members.

Presidio provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors, like Presidio, to grow their businesses and help their clients achieve their vision of "well-th rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Position will be in the office 5 days a week - Houston, TX

The Private Investments Operations Associate coordinates the operational work that supports private investments, from subscription paperwork through funding and recordkeeping. This role helps ensure approved transactions are processed accurately, deadlines are tracked, and advisors and internal partners have clear updates on open items.

What You’ll Do

• Coordinate subscription paperwork for approved private investments, including preparing documents from available information and tracking signatures, submissions, and deadlines.
• Review subscription packages for completeness and consistency, follow established compliance and supervisory procedures, and escal...
• Coordinate with custodians and investment sponsors to submit subscriptions, process capital calls, and confirm completion of funding activity.
• Track upcoming deadlines and outstanding items; follow up with internal teams, custodians, and sponsors to keep transactions moving.
• Maintain organized records of subscription documents, capital call notices, sponsor correspondence, and transaction confirmations in the firm’s designated systems.
• Coordinate requests to update or retitle private investment assets in accordance with custodian and firm procedures; refer legal or ownership questions to the appropriate reviewer.
• Provide timely status updates to advisors and internal partners, including what has been completed, what remains open, and what needs attention.
• Identify recurring process issues and recommend practical improvements to accuracy and workflow.
• Perform other related duties as assigned.

What You’ll Bring

• 3+ years of professional work experience; experience in financial services, investment operations, client service, or administrative support is preferred.
• Strong organization and attention to detail, with the ability to manage multiple priorities and deadlines.
• Clear written and verbal communication skills and confidence following up with internal teams and outside contacts.
• Good judgment when handling confidential information and a willingness to raise questions or exceptions promptly.
• Proficiency with Microsoft Office, especially Outlook and Excel.
• High school diploma or equivalent required; additional education is welcome.
• Experience with private investments, custodial portals, or investment operations is preferred but not required.

What Success Looks Like

• Subscription and funding items are accurate, complete, and submitted within required timelines.
• Records are organized and easy for the team to locate and review.
• Open items and exceptions are identified early, with clear follow-up and status communication.

What We Offer

• Medical, dental, and vision coverage beginning on the first day of employment
• 401(k) matching plan
• Student loan assistance
• Pet insurance
• Flexible benefits, including FSA, pre-tax transportation, and HSA employer contributions
• Base salary of $65,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Equal employment opportunity

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. Applicants must be U.S. citizens, U.S. permanent residents, or otherwise have unrestricted U.S. work authorization and must not require sponsorship now or in the future.