Apply on Employer Site

Confidential · 2 hours ago

Director of Operations

NYC Metro Area

Full-time

Onsite

Director/Executive

$180K/yr - $190K/yr

Confidential is a newly established, entrepreneurial single-family office seeking a highly capable and self-directed Director of Operations. This role involves building, managing, and optimizing the firm’s operational infrastructure while overseeing investment operations, financial management, and office systems.

Marketing & Advertising

Responsibilities

Oversee end-to-end investment operations for a diversified portfolio with a strong emphasis on alternative investments (private equity, hedge funds, real assets, direct deals, venture, and co-investments)

Manage capital calls, distributions, wire processing, subscription/redemption documents, and investor reporting requirements

Maintain accurate investment data, performance tracking, liquidity schedules, exposure monitoring, and document management

Coordinate onboarding of new investments, ensuring compliance with internal controls and external requirements

Interface with fund managers, administrators, custodians, and other third-party partners to ensure timely and accurate information flow

Develop and maintain operational processes, controls, and best practices aligned with a small-office environment

Support oversight of bookkeeping, financial reporting, and budgeting in collaboration with external accountants or internal resources

Manage cash flow monitoring, bank relationships, payment activity, and expense administration

Ensure timely filing and organization of tax documents, K-1s, and audit materials

Establish workflows, procedures, and operational systems appropriate for a start-up family office

Implement technology tools (portfolio management systems, document storage, workflow tools) that enhance efficiency and transparency

Coordinate with legal, tax, and compliance advisors to support entity management, governance, and regulatory obligations

Qualification

Alternative investment operationsOperational processes developmentFinancial reportingTechnology tools implementationCash flow managementOrganizational disciplineCommunication skills

Required

Hands-on experience in alternative investment operations

Exceptional organizational discipline

Ability to thrive in a lean, fast-moving environment

Oversee end-to-end investment operations for a diversified portfolio with a strong emphasis on alternative investments