Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
✨ Business Operations Analyst (Fund Operations) 📍 Menlo Park, CA (Hybrid) 🏢 Growing Investment Management Firm 💰 Competitive Base + Bonus + Great Benefits
Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.
This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.
Key Responsibilities
- Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.
- Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.
- Coordinate investment documentation, onboarding materials, and operational records.
- Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.
- Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.
- Assist with funding activities, cash movements, wire coordination, and transaction processing.
- Support operational aspects of investment transactions, including secondary market activities.
- Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.
- Maintain and document operating procedures, controls, and best practices.
- Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.
Why This Opportunity? ✅ Exposure to public and private market investments ✅ Blend of accounting, reporting, investment operations, and analytics ✅ Strong mentorship and career growth potential ✅ Technology-forward environment embracing AI and automation ✅ High visibility and interaction with investment professionals and leadership ✅ Competitive compensation, bonus opportunity, and comprehensive benefits package
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
Experience / Qualifications:
- 1-4 years of experience in fund administration, investment operations, or operations at a larger fund or asset manager; private markets experience (venture capital, private equity, or fund-of-funds) strongly preferred
- Demonstrated proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong organizational, project management, and problem-solving skills with the ability to operate in a fast-paced, professional environment
- Strong written and verbal communication skills, with the ability to interact clearly and professionally with internal and external stakeholders
- Commitment to quality and attention to detail, ensuring that work is complete, accurate, and on time
- Demonstrated interest in private investments, venture capital, sustainable investing, and/or asset management operations
- Ability to manage multiple priorities and deadlines simultaneously
- Minimum education: BA/BS in Finance, Economics, Business, or liberal arts field
- Minimal travel (up to 10%)
Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.