Senior Business Operations

# \*\*PLEASE SUBMIT YOUR CV IN ENGLISH\*\* ## Senior Business Operations Specialist

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
### Business Operations
- Coordinate daily business operations across multiple teams.
- Manage leadership calendars, meetings, and cross-functional initiatives.
- Support weekly operational reviews and quarterly business planning.
- Develop and improve operational playbooks, documentation, and reporting.
- Manage vendors, subscriptions, and internal business systems. ### Recruiting & People Operations
- Own recruiting coordination, interview scheduling, onboarding, and offboarding.
- Maintain HR records and support people operations.
- Help foster a collaborative and engaging remote culture. ### Investor Relations & Executive Support
- Manage investor communications and coordinate meetings.
- Prepare leadership materials and board meeting logistics.
- Coordinate executive travel and strategic initiatives.
- Track priorities and ensure timely follow-up across leadership projects. ### Finance & Fund Operations
- Support company expense management, invoices, reimbursements, payroll coordination, and financial administration.
- Assist with fund operations, including investor onboarding, subscriptions, redemptions, transfers, and fund administration activities.
- Review fund reporting and NAV information before leadership approval.
- Support capital calls, distributions, fee calculations, and investor reporting.
- Assist with new fund launches and operational setup.
- Coordinate with external fund administrators and internal finance teams. ### AI & Systems Optimization
- Become the internal expert on the company's operational systems.
- Continuously identify opportunities to improve workflows through AI and automation.
- Build AI-powered workflows, automations, and agents that eliminate manual work.
- Measure operational improvements through efficiency gains and scalability. ### Sales & Marketing Support
- Support outbound sales initiatives and communication campaigns.
- Assist with CRM management and business development operations. ## Required Qualifications
- C2 / Near-native English proficiency.
- 8+ years of experience in Business Operations, Operations, Chief of Staff, Finance Operations, Fund Operations, or similar cross-functional roles.
- Previous experience working in a fast-paced startup environment.
- Strong understanding of accounting principles, including P&L, Balance Sheet, and Cash Flow.
- Experience supporting finance operations and business processes.
- Exceptional organizational, communication, and project management skills.
- Strong systems thinking with a continuous improvement mindset.
- Hands-on experience using AI tools and workflow automation.
- High level of ownership, discretion, and ability to manage confidential information.
- Comfortable working directly with founders and executive leadership. ## Preferred Qualifications
- Experience in investment management, asset management, capital markets, hedge funds, private equity, venture capital, wealth management, family offices, or fund administration.
- Experience reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting.
- Experience with accounting, financial operations, or controller support.
- Experience building automations using Zapier, Make, AI agents, or similar platforms.
- Recruiting, HR, or People Operations experience. ## Tools You'll Work With
- Google Workspace
- Slack
- Notion
- HubSpot
- Linear
- Ashby
- Ramp
- Fund Administration Platforms
- Claude AI
- Codex
- Modern AI & Automation Platforms ## Why Join Us
- Competitive compensation paid in USD.
- Fully remote opportunity.
- Work directly with founders and executive leadership.
- High-impact role with significant ownership.
- Opportunity to help build and scale an innovative investment management platform.
- AI-first, technology-driven environment.
- Long-term career growth within a fast-growing company. ## Important Notes
- Please submit your resume in English.
- Candidates with experience in investment management, fund operations, accounting, asset management, capital markets, or financial services are strongly encouraged to apply.
- This is a remote/telecommute position.