Opto Investments · 16 hours ago
Private Market Operations Analyst
New York, New York, United States
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expOpto Investments is engineering the future of private markets to enhance client outcomes and drive capital towards transformative ideas. The Private Market Operations Analyst will be responsible for managing operational workflows related to fund activity, investor onboarding, and capital events, ensuring a high-quality experience for clients and investors while improving processes and systems for scalability.
Asset ManagementFinancial ServicesFinTech
No H1B
Responsibilities
Own the full day-to-day execution of private market activity across the funds
Coordinating investment-related transactions with the administrator for subscription, capital call, and distribution activity
Manage subscription documentation, investor records, and compliance-related workflows
Ensure operational readiness for new fund launches, structures, and strategies
Monitoring and reconciling investments and following up with General Partners/Managers to receive missing or more detailed information
Own the combined lifecycle of funds and investors from launch and onboarding through wind-down
Ensuring current and accurate documentation of standard operating procedures and servicing level agreements
Ensure data accuracy, reconciliation, and operational transparency across systems
Provide day-to-day operational support to clients and investors
Lead investor onboarding, implementation, and ongoing servicing across private market products
Deliver post-trade confirmations, capital activity reporting, and operational communications
Partner with Advisory Services to support client delivery and issue resolution
Partner with the Funds Team, Product, and Engineering to design, build, and iterate scalable workflows
Identify automation opportunities, tooling improvements, and control enhancements
Define and own operational requirements for private market workflows
Lead operational input into technical implementations, launches, and enhancements
Driving resolutions of open issues and questions, and contacting internal technology and vendor support when necessary. Capturing the solution and driving internal procedures
Contributing to projects and helping stakeholders reach consensus on complex processes
Design, document, and evolve operating processes to support growth and increasing complexity
Working with the Head of Private Market Operations to ensure Key Performance Indicators are appropriately tracked and that workflows are properly managed
Actively participating in team projects and initiatives for process improvement
Qualification
Required
Very strong organizational and time-management skills
Capable of multitasking in a daily, deadline-driven environment, while keeping others well-informed
Attention to detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Excellent verbal, writing, interpersonal, and proofreading skills
An inquisitive, investigative mindset and passion for 'dive deeper' (and not accepting information at face value)
Both a team player and capable of independent work
Self-motivated and thrive in a fast-paced environment
High emotional intelligence, flexible, and resilient
Minimum of 3-5 years of relevant work experience in financial services or investment operations
College or university degree in business, finance, economics or related field
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Preferred
Experience in a startup environment
Wealth management experience at a broker/dealer or RIA
Benefits
Significant equity
Health, dental, and vision insurance
Unlimited PTO
Retirement savings plan (401k)
Learning, Fitness, and Commuter stipends
Paid Holidays
Company
Opto Investments
Our mission is to empower fiduciaries with the technology to confidently invest in private markets.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$145MKey Investors
Tiger Global Management
2022-09-20Series A· $145M
2020-11-15Seed
Leadership Team
Kamal Jafarnia
General Counsel and Co-Founder
Bhaskar Ghosh
Founding CTO, then Advisor
Recent News
2026-01-25
Alternative Credit Investor
2026-01-16
Company data provided by crunchbase