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Location: Remote – Latin America
Work Arrangement: Fully Remote (Telecommute)
Employment Type: Full-Time
Compensation: $2,000 – $3,000 USD/month
English Proficiency: C2 / Near-Native English (Written & Spoken)
Schedule: Full-Time | Must overlap with U.S. Eastern business hours

About the Company

Our client is a fast-growing U.S.-based investment management firm building institutional-quality alternative investment solutions for wealth advisors, family offices, and financial professionals. The company combines the innovation and speed of a technology startup with the sophistication of the financial services industry, creating a highly collaborative environment where talented professionals can make a meaningful impact while working directly with senior leadership.

About the Role

We are seeking an experienced Senior Business Operations & Investment Operations Specialist to become the operational backbone of a rapidly growing investment management firm.
This is a highly cross-functional role supporting business operations, recruiting, people operations, executive support, investor relations, finance, fund operations, and AI-driven process automation.
The ideal candidate is an experienced operator who thrives in fast-paced startup environments, enjoys building scalable systems, and has a strong understanding of finance, accounting, and investment operations. Rather than simply maintaining processes, you'll continuously improve them through automation and AI while supporting critical business and fund operations.

What You'll Do

Recruiting & People Operations

• Run the full recruiting cycle: sourcing coordination, scheduling, candidate communication, and interview logistics
• Own onboarding and offboarding end to end, shaping a great candidate and employee experience as we grow
• Keep HR systems, records, and people processes accurate and current
• Be a culture carrier for a distributed team, the connective tissue that keeps everyone connected

Business Operations

• Keep the firm's operating cadences running (Monday kickoff, weekly reviews, Friday close, QBRs) and improve them over time
• Own calendars and cross-functional coordination so leadership never loses time to friction
• Administer vendors, subscriptions, and tools, consolidating and automating where it saves time or money
• Help build the reporting and metrics that feed our weekly and quarterly cadences, automating the data pulls behind them
• Document and continuously improve internal playbooks, flagging what should be automated

Finance, Fund Ops & Accounting

• Manage company expenses and the corporate-card program (Ramp): categorization, receipts, and policy adherence
• Coordinate vendor invoices, payment scheduling, and reimbursements
• Support payroll, equity, and records administration, and help the bookkeeper and Head of Ops keep clean financials
• Partner with the Head of Ops on fund operations, taking on the hands-on, delegable tasks and running them cleanly end to end
• Review monthly NAVs ahead of the Head of Ops's sign-off, coordinating with the fund administrator (Fundviews) on month-end and helping reconcile positions and cash
• Process investor subscriptions, redemptions, and transfers, and keep KYC/AML onboarding and the investor register accurate and current
• Help run capital calls, distributions, and fee calculations, and coordinate the related payments
• Pull fund control-book data to help produce quarterly fact sheets and investor performance reporting
• Support fund formation during launches: open accounts, register with the relevant authorities, and collect and review documentation, flexing to all-hands when a new fund launches

 

Systems Ownership & Automation

• Master our tool stack and become the firm's go-to expert, then optimize each system to how we actually work
• Treat every process you own as a candidate for automation: spot repetitive work and redesign it to run with AI and agentic workflows
• Build and prototype your own automations and agents (with the Chief of Staff & Agents) to take recurring work off the team's plate
• Track impact, time saved and reliability, as work moves from manual to automated

Investor Relations & Executive Support

• Triage and manage the IR inbox: route, prioritize, and follow up so nothing slips
• Act as first-line on investor questions, responding in Equi's voice and escalating what needs the Head of Ops or IR
• Coordinate IR logistics and quarterly board materials: prep, scheduling, and follow-through
• Manage travel and itineraries for the founders and leadership team
• Track action items across leadership workstreams so nothing stalls

Sales & Marketing Support

• Support outbound campaigns and sequences: draft and refine messaging to ~80% and hand off to the Head of Sales
• Help improve communication and outreach quality across channels

Tools & Systems

You don't need to know every tool on day one, but you should be comfortable learning modern software quickly.

• Google Workspace: email, calendar, and docs
• Slack: internal communication
• Notion: knowledge base and documentation
• Linear: project and issue tracking
• Ashby & Pin: recruiting and sourcing
• HubSpot: CRM and outreach
• Ramp: expenses and corporate cards
• Fund administration & NAV (e.g., Fundviews): fund-operations coordination and reporting
• Claude, Codex, and agentic AI tools: automation, drafting, and workflow

Who You Are

We're looking for a seasoned operator who blends exceptional organization, systems fluency, and a builder's instinct for automation.

Required

• English: C2 / near-native proficiency, written and spoken
• Experience: 8+ years as a seasoned business-operations generalist whose range spans business operations, accounting and fund administration, and sales, marketing and IR, not a pure executive-assistant background
• Investment Management/Capital Markets Industry Experience
• Accounting foundation (required): hands-on accounting experience, fluent across P&L, balance sheet, and cash flow, and able to review fund NAVs; fund administration or fund-accounting exposure is a strong plus
• Startup-tested: you've thrived in a fast-paced, early-stage startup, comfortable with ambiguity and rapid change while moving fast without dropping quality
• Cross-functional breadth: you've owned and improved processes across multiple functions (recruiting/people, operations, finance/fund operations, investor relations/exec support, and sales/marketing), not just one
• Systems fluency: you master modern tools quickly and make them work better, rather than just maintaining them
• AI-literate and hands-on: you don't just use AI tools, you build workflows and agents to eliminate the manual work you own
• Ownership: exceptional organization and follow-through; you own outcomes end to end and never drop a ball
• Judgment: sound discretion handling confidential investor, financial, and personnel information

Preferred

• Hands-on experience building automations or AI agents (e.g., Zapier, Make, or agent frameworks), or a clear eagerness to learn
• Recruiting, HR, or people-operations experience
• Experience supporting investor relations, finance, or professional-services teams
• Comfort interacting directly with founders, investors, and executives
• Strongly preferred: a background in financial services, asset management, or investment management. This is a technical industry and direct exposure is a real edge; a strong interest and fast ramp can substitute.

 

• This is a remote/telecommute position.