Private Investments Operations Associate

Fielder Capital Group; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fielder Capital Group, a Nashville-based independent wealth management firm, seeks an Alternative Investments and Operations Associate to join our close-knit team. You will work from our office in the Gulch, handling private investment activity, tax documentation coordination, and data integrity across reports and dashboards.

The role emphasizes process improvement, intellectual curiosity, and collaboration.

Qualifications

• Detail-oriented and able to manage multiple tasks.
• Experience with private investments or investment operations is a plus.
• Familiarity with AI tools and data workflows.
• Resident of or near Nashville, TN.
• Willingness to learn about investment advisory processes.

Responsibilities

• Coordinate new investments, capital calls, distributions, and fund requests with internal and external teams.
• Manage end-to-end execution of subscription documents and redemptions for private investments.
• Collect and distribute tax documents to clients and CPAs in a timely manner.
• Ensure data integrity across related reports and dashboards.
• Support process improvements and maintain/expand operational documentation.

Skills

Detail-oriented

Problem-solving

Communication

Team collaboration

Independent work

Growth mindset

AI familiarity

Tools

Microsoft Word

Microsoft Excel

PowerPoint

LLMs

Job description

Fielder Capital Group, a Nashville-based independent wealth management firm, seeks an Alternative Investments and Operations Associate to join our close-knit team. You will work from our office in the Gulch, handling private investment activity, tax documentation coordination, and data integrity across reports and dashboards.

The role emphasizes process improvement, intellectual curiosity, and collaboration.