Investment Operations Analyst

Summary

Long Angle is a private investment community that provides access to private market funds and co-investments. The Investment Operations Analyst will support the investment process across platform operations, investor relations, reporting, education, investment products, and special projects, with opportunities to gain exposure to private market managers and investment sourcing.

Responsibilities

• Monitor existing investments and assist in preparation of investor-facing materials, including quarterly reporting and investment activity
• Support the creation and management of special purpose vehicles (“SPVs”) and other investment vehicles as needed
• Contribute to the development and management of various investment products including fund of funds and Private Placement Life Insurance funds
• Closely support the Investor Relations team to provide best-in-class client support including thorough, timely, and thoughtful responses to investor inquiries
• Develop an extensive knowledge of Long Angle’s current and future institutional-quality private investments
• Collaborate with engineering, product and design teams to improve investors’ online digital experience
• Support the ongoing improvement of the investor experience including investment offering materials, client onboarding and educational content
• Closely support investment operations including, but not limited to, completing subscription documents, forecasting capital calls and tracking investor commitments and wire activity
• Assist in improving internal business and investment processes, supporting other functions as necessary (fundraising, operations, legal), and new investment product launches and key initiatives

Skills

• 2-5 years of experience in private markets, ideally within asset management, RIA, family office, endowment, fund of funds, or similar investment organizations
• Bachelor's degree in finance, accounting or related field
• Excellent written communication skills, including the ability to distill complex investment content for both internal and external materials
• Proven experience in investor relations or operations within private equity or financial services
• Experience or interest in working on client-facing online/digital investment products
• High proficiency with data management and productivity tools such as Excel, Airtable, Claude, Hubspot, and DocuSign, and willingness to learn and adopt new technologies
• Process-orientated, with the desire to contribute to continuous improvement at an institutional-caliber investment organization
• Team player with the ability to work independently with strong project management skills
• Strong attention to detail
• Familiarity with SPV and feeder fund structures is highly desirable
• Experience working with Very High Net Worth individuals is beneficial
• Remote role anywhere in the United States; open to US citizens and non-citizens with US work authorization

Qualifications

Must Haves

• 2-5 years of experience in private markets, ideally within asset management, RIA, family office, endowment, fund of funds, or similar investment organizations
• Bachelor's degree in finance, accounting or related field
• Excellent written communication skills, including the ability to distill complex investment content for both internal and external materials
• Proven experience in investor relations or operations within private equity or financial services
• Experience or interest in working on client-facing online/digital investment products
• High proficiency with data management and productivity tools such as Excel, Airtable, Claude, Hubspot, and DocuSign, and willingness to learn and adopt new technologies
• Process-orientated, with the desire to contribute to continuous improvement at an institutional-caliber investment organization
• Team player with the ability to work independently with strong project management skills
• Strong attention to detail
• Familiarity with SPV and feeder fund structures is highly desirable
• Experience working with Very High Net Worth individuals is beneficial
• Remote role anywhere in the United States; open to US citizens and non-citizens with US work authorization

Benefits

• 401K (with employer match)
• Performance-based cash bonus
• Stock options
• Medical, dental, and vision health insurance plans
• Unlimited PTO
• Internet/phone reimbursement
• Remote role anywhere in the United States