Investment Operations Manager (Analyst-Focused Role)
Overview
Our client is a Single Family Office established in 2019, managing a diversified multi-asset portfolio. Due to business expansion and long-term strategic growth plans, they are hiring an investment professional to support the Principal in managing and growing the portfolio.
While the title is Manager, this is fundamentally an analyst-driven role. The successful candidate must have a strong research background and the ability to independently analyse deals and investments, formulate investment views, and provide clear buy/sell/hold recommendations across both bankable securities and private equity opportunities.
This role offers a unique opportunity for a hands-on individual to be deeply involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations within a lean and entrepreneurial environment.
Key Responsibilities
1. Investment Research & Deal Analysis (Core Focus)
- Conduct in-depth research and fundamental analysis across asset classes, including public equities, fixed income, funds, and private equity.
- Evaluate private equity opportunities through detailed financial modelling, valuation analysis (DCF, trading/transaction multiples, sum-of-the-parts), and return projections (IRR, MOIC, sensitivity analysis).
- Develop investment theses and provide well-supported buy/sell/hold recommendations for both bankable securities and private market investments.
- Perform industry, macroeconomic, and thematic research to support portfolio positioning.
- Analyse financial statements and assess business quality, risk factors, and capital structures.
- Prepare investment memoranda, recommendation papers, and presentation materials for Investment Committee discussions.
- Support due diligence processes, including financial, commercial, and operational review.
- Participate in company meetings, earnings calls, conferences, and discussions with external managers to gather insights.
2. Portfolio Monitoring & Performance Review
- Monitor performance of bankable assets against benchmarks and risk parameters conduct attribution and scenario analysis.
- Track private equity portfolio companies against underwriting assumptions and investment cases.
- Review and analyse monthly/quarterly reports from fund managers and portfolio companies, highlighting key risks, variances, and developments.
- Support monthly valuation reviews and consolidated performance reporting.
- Conduct post-investment reviews and performance attribution analysis.
3. Fund Documentation & Investment Operations
- Handling fund documentation and operational matters will form part of the role, including:
- Review and process fund subscription documentation, capital call notices, distribution notices, and (where applicable) transfer documentation.
- Read and analyse monthly/quarterly reports generated by fund managers or fund administrators, summarising key financial and operational updates.
- Support transaction processing (subscriptions, capital calls, redemptions, transfers, trade settlements).
- Liaise with fund administrators, custodians, auditors, and other third-party service providers.
- Maintain proper investment records, data rooms, and documentation tracking.
- Support compliance, KYC/AML documentation, and regulatory reporting requirements.
- Assist in Investment Committee meeting coordination, documentation, and follow-ups.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related discipline.
- Minimum 5 years of relevant experience in investment research, asset management, private equity, or fund operations (buy-side experience preferred).
- Strong analytical mindset with the ability to independently assess investments and provide clear recommendations.
- Solid financial modelling and valuation skills.
- Good understanding of private equity deal structures, fund mechanics, and capital flows.
- Experience reviewing fund documents and interpreting fund manager reports.
- Comfortable working in a lean structure where research and operations responsibilities overlap.
- Proactive, intellectually curious, and commercially minded.
- Proficiency in Excel (advanced functions) familiarity with Bloomberg, FactSet, Capital IQ or similar platforms preferred. Python/R is a plus.
