Director of Operations & Investor Relations - (Hybrid) Family Office/Private Investment Firm - $150k-180k+B
Advice Personnel · Fairfield, Connecticut, United States
FULL TIMEpermanent
Job Description
Director of Operations & Investor Relations - (Hybrid) Family Office/Private Investment Firm - $150k-180k+B
Please ensure you read the below overview and requirements for this employment opportunity completely.
A well-established, sophisticated Family Office / Private Investment Firm in Fairfield County, CT is seeking a Director of Operations & Investor Relations to join its close-knit team.
This is an exciting opportunity for a bright, resourceful, and entrepreneurial professional to take on a highly visible role combining business operations, investor relations, and direct interaction with senior leadership. The position offers a unique blend of hands-on responsibility, exposure to sophisticated investment activities, and the opportunity to work closely with accomplished financial professionals.
The ideal candidate is someone who enjoys wearing multiple hats, thrives in a smaller, entrepreneurial environment, and takes pride in making things run smoothly. This individual will have the opportunity to make a tangible impact on the organization's day-to-day operations while taking ownership of important investor-related activities and special projects.
For the right person, this position offers meaningful potential for professional growth, increased responsibility, and long-term advancement. This hire will be replacing a long standing employee that anticipates retiring in the near future.
The office is conveniently accessible by train or by car.
Core Responsibilities:Oversee day-to-day office operations, ensuring an efficient, organized, and professional working environment.Work closely with senior leadership to coordinate operational priorities, manage projects, and support broader business initiatives.Identify opportunities to improve existing processes, implement more effective workflows, and enhance overall operational efficiency.Assist with technology and systems initiatives, including the implementation of new platforms and improved document management practices.Maintain organized business records, internal documentation, and administrative procedures.Serve as a reliable point of contact for various internal and external stakeholders, helping troubleshoot issues and ensure timely follow-through.Take ownership of special projects and ad hoc responsibilities as business needs evolve.Support the firm's investor relations function, including ongoing communications, administrative coordination, and investor servicing.Maintain accurate investor information, partnership records, and related documentation.Coordinate administrative activities surrounding capital calls, distributions, investor onboarding, and ongoing reporting requirements.Assist with KYC processes, investor documentation, and other compliance-related administrative needs.Liaise with external legal, tax, accounting, and financial professionals to facilitate investor-related activities.Help refine investor relations processes, strengthen recordkeeping practices, and improve the overall investor experience.Support senior leadership with investor-related projects and other investment administration needs.
Qualifications & Requirements:Direct investor relations experience is required.Experience coordinating business or office operations, preferably within a smaller, entrepreneurial organization.Familiarity with investment administration, investor onboarding, capital calls, distributions, and related documentation.Prior experience within a family office, private investment firm, investment management firm, or comparable financial services organization is strongly preferred.Strong proficiency in Microsoft Office, particularly Excel, and the ability to quickly learn new systems.Excellent organizational, interpersonal, and problem-solving skills.A proactive, adaptable approach with the ability to work both independently and collaboratively.Base Salary: $150-180k base plus bonus, benefits, and other perks
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
Please send your resume for immediate consideration to:
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! xzbcwsv
Advice Personnel*Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm
Remote working/work at home options are available for this role.
Please ensure you read the below overview and requirements for this employment opportunity completely.
A well-established, sophisticated Family Office / Private Investment Firm in Fairfield County, CT is seeking a Director of Operations & Investor Relations to join its close-knit team.
This is an exciting opportunity for a bright, resourceful, and entrepreneurial professional to take on a highly visible role combining business operations, investor relations, and direct interaction with senior leadership. The position offers a unique blend of hands-on responsibility, exposure to sophisticated investment activities, and the opportunity to work closely with accomplished financial professionals.
The ideal candidate is someone who enjoys wearing multiple hats, thrives in a smaller, entrepreneurial environment, and takes pride in making things run smoothly. This individual will have the opportunity to make a tangible impact on the organization's day-to-day operations while taking ownership of important investor-related activities and special projects.
For the right person, this position offers meaningful potential for professional growth, increased responsibility, and long-term advancement. This hire will be replacing a long standing employee that anticipates retiring in the near future.
The office is conveniently accessible by train or by car.
Core Responsibilities:Oversee day-to-day office operations, ensuring an efficient, organized, and professional working environment.Work closely with senior leadership to coordinate operational priorities, manage projects, and support broader business initiatives.Identify opportunities to improve existing processes, implement more effective workflows, and enhance overall operational efficiency.Assist with technology and systems initiatives, including the implementation of new platforms and improved document management practices.Maintain organized business records, internal documentation, and administrative procedures.Serve as a reliable point of contact for various internal and external stakeholders, helping troubleshoot issues and ensure timely follow-through.Take ownership of special projects and ad hoc responsibilities as business needs evolve.Support the firm's investor relations function, including ongoing communications, administrative coordination, and investor servicing.Maintain accurate investor information, partnership records, and related documentation.Coordinate administrative activities surrounding capital calls, distributions, investor onboarding, and ongoing reporting requirements.Assist with KYC processes, investor documentation, and other compliance-related administrative needs.Liaise with external legal, tax, accounting, and financial professionals to facilitate investor-related activities.Help refine investor relations processes, strengthen recordkeeping practices, and improve the overall investor experience.Support senior leadership with investor-related projects and other investment administration needs.
Qualifications & Requirements:Direct investor relations experience is required.Experience coordinating business or office operations, preferably within a smaller, entrepreneurial organization.Familiarity with investment administration, investor onboarding, capital calls, distributions, and related documentation.Prior experience within a family office, private investment firm, investment management firm, or comparable financial services organization is strongly preferred.Strong proficiency in Microsoft Office, particularly Excel, and the ability to quickly learn new systems.Excellent organizational, interpersonal, and problem-solving skills.A proactive, adaptable approach with the ability to work both independently and collaboratively.Base Salary: $150-180k base plus bonus, benefits, and other perks
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
Please send your resume for immediate consideration to:
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! xzbcwsv
Advice Personnel*Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm
Remote working/work at home options are available for this role.
Details
| Company | Advice Personnel |
| Location | Fairfield, Connecticut, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |