Middle Office Operations Manager – Family Office
About the Role
A well-established Single Family Office is seeking a Middle Office Operations Manager to join their investment team. The firm specialises in private equity investments across developed markets worldwide, with expertise in fund investments, co-investments, and special situations.
This is a unique opportunity to join an organisation at a pivotal growth stage. Reporting directly to the Chief Operating Officer, you will play a key role in developing and streamlining operations.
Key Responsibilities
Portfolio & Data Management
- Act as the firm’s data champion, ensuring all portfolio information is processed accurately and promptly
- Support the investment team with detailed asset valuations and ongoing portfolio monitoring
- Maintain and enhance data integrity across all investment platforms
Stakeholder Management
- Collaborate with fund administrators to facilitate smooth investment execution
- Build and maintain strong relationships with custodian banks and other key third-party providers
- Provide regular portfolio performance updates and strategic insights to the Principal
Operational Excellence
- Support firm-wide audit processes and regulatory compliance efforts
- Drive continuous improvement of operational procedures and systems
- Lead additional strategic projects as assigned by the COO
Requirements
- Proven experience in buy-side operations and portfolio monitoring
- Strong knowledge of accounting principles and investment terminology
- Experience with private equity or alternative investments preferred
If you are interested in this opportunity, please feel free to apply.
Contact Detail:
Stephenson Executive Search Recruiting Team