Senior Business Operations & Investment Operations Specialist in at The Entrepreneur Cooperative

**PLEASE SUBMIT YOUR CV IN ENGLISH**Location: Remote – Latin America
Work Arrangement: Fully Remote (Telecommute)
Employment Type: Full-Time
Compensation: $2,000 – $3,000 USD/month
English Proficiency: C2 / Near-Native English (Written & Spoken)
Schedule: Full-Time | Must overlap with U.S. Eastern business hoursAbout the CompanyOur client is a fast-growing U.S.-based investment management firm building institutional-quality alternative investment solutions for wealth advisors, family offices, and financial professionals. The company combines the innovation and speed of a technology startup with the sophistication of the financial services industry, creating a highly collaborative environment where talented professionals can make a meaningful impact while working directly with senior leadership.About the RoleWe are seeking an experienced Senior Business Operations & Investment Operations Specialist to become the operational backbone of a rapidly growing investment management firm.
This is a highly cross-functional role supporting business operations, recruiting, people operations, executive support, investor relations, finance, fund operations, and AI-driven process automation.
The ideal candidate is an experienced operator who thrives in fast-paced startup environments, enjoys building scalable systems, and has a strong understanding of finance, accounting, and investment operations. Rather than simply maintaining processes, you'll continuously improve them through automation and AI while supporting critical business and fund operations.What You'll DoRecruiting & People Operations

• Run the full recruiting cycle: sourcing coordination, scheduling, candidate communication, and interview logistics
• Own onboarding and offboarding end to end, shaping a great candidate and employee experience as we grow
• Keep HR systems, records, and people processes accurate and current
• Be a culture carrier for a distributed team, the connective tissue that keeps everyone connected

Business Operations

• Keep the firm's operating cadences running (Monday kickoff, weekly reviews, Friday close, QBRs) and improve them over time
• Own calendars and cross-functional coordination so leadership never loses time to friction
• Administer vendors, subscriptions, and tools, consolidating and automating where it saves time or money
• Help build the reporting and metrics that feed our weekly and quarterly cadences, automating the data pulls behind them
• Document and continuously improve internal playbooks, flagging what should be automated

Finance, Fund Ops & Accounting

• Manage company expenses and the corporate-card program (Ramp): categorization, receipts, and policy adherence
• Coordinate vendor invoices, payment scheduling, and reimbursements
• Support payroll, equity, and records administration, and help the bookkeeper and Head of Ops keep clean financials
• Partner with the Head of Ops on fund operations, taking on the hands-on, delegable tasks and running them cleanly end to end
• Review monthly NAVs ahead of the Head of Ops's sign-off, coordinating with the fund administrator (Fundviews) on month-end and helping reconcile positions and cash
• Process investor subscriptions, redemptions, and transfers, and keep KYC/AML onboarding and the investor register accurate and current
• Help run capital calls, distributions, and fee calculations, and coordinate the related payments
• Pull fund control-book data to help produce quarterly fact sheets and investor performance reporting
• Support fund formation during launches: open accounts, register with the relevant authorities, and collect and review documentation, flexing to all-hands when a new fund launches

Systems Ownership & Automation

• Master our tool stack and become the firm's go-to expert, then optimize each system to how we actually work
• Treat every process you own as a candidate for automation: spot repetitive work and redesign it to run with AI and agentic workflows
• Build and prototype your own automations and agents (with the Chief of Staff & Agents) to take recurring work off the team's plate
• Track impact, time saved and reliability, as work moves from manual to automated

Investor Relations & Executive Support

• Triage and manage the IR inbox: route, prioritize, and follow up so nothing slips
• Act as first-line on investor questions, responding in Equi's voice and escalating what needs the Head of Ops or IR
• Coordinate IR logistics and quarterly board materials: prep, scheduling, and follow-through
• Manage travel and itineraries for the founders and leadership team
• Track action items across leadership workstreams so nothing stalls

Sales & Marketing Support

• Support outbound campaigns and sequences: draft and refine messaging to ~80% and hand off to the Head of Sales
• Help improve communication and outreach quality across channels

Tools & SystemsYou don't need to know every tool on day one, but you should be comfortable learning modern software quickly.

• Google Workspace: email, calendar, and docs
• Slack: internal communication
• Notion: knowledge base and documentation
• Linear: project and issue tracking
• Ashby & Pin: recruiting and sourcing
• HubSpot: CRM and outreach
• Ramp: expenses and corporate cards
• Fund administration & NAV (e.g., Fundviews): fund-operations coordination and reporting
• Claude, Codex, and agentic AI tools: automation, drafting, and workflow

Who You AreWe're looking for a seasoned operator who blends exceptional organization, systems fluency, and a builder's instinct for automation.Required

• English: C2 / near-native proficiency, written and spoken
• Experience: 8+ years as a seasoned business-operations generalist whose range spans business operations, accounting and fund administration, and sales, marketing and IR, not a pure executive-assistant background
• Investment Management/Capital Markets Industry Experience
• Accounting foundation (required): hands-on accounting experience, fluent across P&L, balance sheet, and cash flow, and able to review fund NAVs; fund administration or fund-accounting exposure is a strong plus
• Startup-tested: you've thrived in a fast-paced, early-stage startup, comfortable with ambiguity and rapid change while moving fast without dropping quality
• Cross-functional breadth: you've owned and improved processes across multiple functions (recruiting/people, operations, finance/fund operations, investor relations/exec support, and sales/marketing), not just one
• Systems fluency: you master modern tools quickly and make them work better, rather than just maintaining them
• AI-literate and hands-on: you don't just use AI tools, you build workflows and agents to eliminate the manual work you own
• Ownership: exceptional organization and follow-through; you own outcomes end to end and never drop a ball
• Judgment: sound discretion handling confidential investor, financial, and personnel information

Preferred

• Hands-on experience building automations or AI agents (e.g., Zapier, Make, or agent frameworks), or a clear eagerness to learn
• Recruiting, HR, or people-operations experience
• Experience supporting investor relations, finance, or professional-services teams
• Comfort interacting directly with founders, investors, and executives
• Strongly preferred: a background in financial services, asset management, or investment management. This is a technical industry and direct exposure is a real edge; a strong interest and fast ramp can substitute.

• This is a remote/telecommute position.