Senior Investment Operations Analyst

The Quest Organization; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

The Quest Organization is looking for a Senior Investment Operations Associate based in New York City. The selected individual will play a crucial role in supporting the Investment team by managing investment processes and ensuring compliance across various initiatives.

Applicants should have a Bachelor's Degree and at least 7-10 years of experience in investment operations. Strong skills in Microsoft Office and a detail-oriented mindset are essential.

Qualifications

• 7-10+ years of experience in investment operations, preferably within a family office or asset management firm.
• Familiarity with private equity, hedge funds, and alternative investment structures.
• Detail-oriented with strong analytical and problem-solving abilities.

Responsibilities

• Manage investment documentation and communications.
• Serve as a point of contact with fund managers and service providers.
• Support onboarding and offboarding of investment managers.

Skills

Investment operations experience

Analytical skills

Microsoft Office proficiency

Communication skills

Organizational skills

Education

Bachelor’s Degree in a related field

Tools

Microsoft Excel

Microsoft Word

Adobe

Job description

Senior Investment Operations Associate - Multi-Family Office

New York City-based multi-family office is seeking a Senior Operations Associate to support its Investment team. This individual will play a critical role in ensuring investment processes are executed, documented, and continuously improved. The role offers significant exposure across investment operations, compliance, and technology initiatives within a growing platform.

Responsibilities

• Manage, organize, and distribute investment documentation and communications to internal and external stakeholders
• Serve as a point of contact with fund managers, administrators, custodians, legal counsel, and other service providers
• Oversee the collection, reconciliation, and archiving of investment statements and related materials
• Support onboarding and offboarding of investment managers and strategies
• Assist with legal documentation and AML processes related to investments
• Track investment updates, including LPA amendments, MFN elections, and other governance matters
• Reconcile physical and digital records to ensure data integrity and reduce duplication
• Support ESG and client reporting initiatives
• Assist with tax-related processes, including annual tax-loss harvesting
• Contribute to operational, technology, and process improvement initiatives
• Provide support to both the Investment and Compliance teams on ad hoc projects

Qualifications

• Bachelor’s Degree in a related field
• 7-10+ years of experience in investment operations, preferably within a family office, asset management firm, or similar environment
• Familiarity with private equity, hedge funds, and alternative investment structures
• Strong proficiency in Microsoft Office (Excel, Word) and Adobe
• Exceptional organizational skills with the ability to manage large volumes of data and documentation
• Detail-oriented with strong analytical and problem-solving abilities
• Excellent written and verbal communication skillsSelf-starter with the ability to work both independently and collaboratively in a small team environment
• High level of integrity, discretion, and professionalism