- Manage documentation process for new and existing investments
- Respond to compliance requests from investment managers and fund administrators
- Prepare monthly financial reports incorporating all capital calls, distributions, and valuation updates at the fund and partner level
- Maintain accurate and detailed files, including tax documents on all investments
- Setup new accounts in systems; reconcile account activity to ensure records and performance accuracy
- Look for opportunities to improve efficiency and accuracy
- Research and evaluate potential investment opportunities and prepare investment risk analysis reports to review with investment stakeholders
- Daily and weekly monitoring of various markets for investment opportunities
- Attend various investment webinars and provide critical information to family office stakeholders
- Seek, engage, and learn from the worlds best investors
- Ability to evaluate publicly traded equities
- Ascertain unique characteristics/criteria that enable investors, managers, and companies to be successful through deep quantitative and qualitative analysis
- Complete ad hoc research as necessary
- Utilize software as required
- Relevant work experience (financial services, business analysis, consulting, etc.)
- Bachelors degree in finance or related field
- Strong Excel skills
- Finance Modeling in Excel
- The ability to demonstrate knowledge of investment concepts and financial statements and evaluate publicly traded equities
- Key prerequisites are a passion for learning, intellectual curiosity and demonstrated ability to meet highest standards of integrity and confidentiality while working extensively with highly sensitive material
- Must have strong written and verbal communication skills and attention to detail
- Proven ability to work independently and take initiative on routine tasks and special projects
- Comfortable handling multiple tasks at one time
- Previous experience working in a family office/foundation environment is a plus
- Comprehensive medical, prescription, dental, and vision insurance
- Flexible spending accounts for personal and dependent care
- Simple IRA
- Paid time off and holidays
- Monthly fitness & wellness reimbursement program
- Complimentary coffee and snack bar
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Investment Operations Manager - Vancouver, United States - Coremix Capital
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Description
Coremix Capital, a division of a Family Office, represents a dynamic and forward-thinking entity within our organization. We are dedicated to empowering our team and enhancing the success of our operating companies. We are seeking an Investment Operations Manager. This individual will provide investment monitoring and operational tasks and investment analysis. The manager will provide critical support throughout the investment process, evaluating new investments, and monitoring existing allocations. High level of accuracy, acute attention to detail, and strong communication skills, both written and oral, are imperative.
Salary Range: $90,000-$120,000
Job Location: Vancouver, WA
Essential Job Functions:
Investment Operational Tasks
Investment Analysis Tasks
Preferred Education and Experience:
Requirements:
Benefits:
Our benefits package includes the following:
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Work Environment:
This is an in-office 40-hour, 5-day-per-week position. There is no remote option for this position.
Work is done in our Vancouver, Washington and Gresham, Oregon office. Work is regularly performed in an office environment.
We are an equal-opportunity employer. Please submit your resume for consideration.