**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 hours About the Company Our 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 Role We 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 idóneo 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 Do Recruiting & 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 & Systems You 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 Are We'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.
- Powered by JazzHR

📌 Senior Business Operations & Investment Operations Specialist (Chile)
🏢 Entrepreneur Cooperative
📍 Chile