Operations Associate (Alternative Investments)

Description:

Manhattan West Enterprise Company (“Manhattan West”) is seeking an Operations Associate to join our alternative investments team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Venture Capital, Private Equity, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.

This position will primarily be responsible for the administrative and client support functions of our alternative investments, with a particular focus on supporting our Late-Stage Venture (pre-IPO companies) efforts.

About this Position:

• Located at Manhattan West’s office in Century City, Los Angeles, CA
• Full-time, exempt 5 days in office
• Reports to the Director of Operations

Responsibilities:

• Play an integral role in investment transactions from start to finish
• Perform administrative duties that support the team in daily business practices, including but not limited to the following.
• Prepare subscription documents
• Process and track wires
• Manage prospect and client communications
• Manage and update the client and prospective investor database
• Manage the finances of our funds and Special Purpose Vehicles (“SPVs”)
• Manage and update our data room
• Facilitate Nondisclosure agreements
• Assist in fund or entity formation documents
• Assist with audit and related audit confirmations
• Assist with special projects, such as business development, investor relations, preparing marketing materials, etc. an as-needed basis
• Communicate with our third-party service providers
• Review agreements and other documents associated with potential investments and coordinate with our legal and compliance teams
• Update and maintain capital tables
• Assist with investor distributions
• Additional duties as assigned by your Manager

Skills:

• Must have attention-to-detail, project management skills and the ability to work efficiently on multiple transactions at once under tight deadlines
• Must possess a professional demeanor, have a strong work ethic and be highly self-motivated with the ability to work independently as well as in a team setting
• Ability to prioritize workload and shift attention among quickly changing priorities
• Ability to communicate complex matters concisely and effectively in oral and written form
• Excellent communication, presentation, time-management, and organizational skills

Requirements:

• Bachelor’s degree from an accredited 4-year institution
• 1-3 years of relevant experience in Client Services or relevant Financial Industry
• Expert in Excel
• Expertise in Microsoft Office and DocuSign
• Must be legally authorized to work in the United States
• Successful completion of background check and pre-employment assessments
• Ability to complete the essential functions of the job with or without reasonable accommodation

Preferences:

• Alternative investments (venture, private equity, private credit, etc.) experience
• Orion wealth management software experience
• DocuSign experience
• Pitchbook experience

Compensation:

• Salary range $85,000 - $105,000 based on qualifications and experience
• Discretionary bonus

Featured Benefits:

• Medical, vision and dental insurance
• 401(k) plan
• Stock market holidays + Paid time off (PTO)
• Other fringe benefits as are made available to other similarly situated employees

Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Requirements: