Private Market Operations Analyst
Opto Investments(8 days ago)
About this role
An Analyst on the Private Markets Operations team at Opto supports the execution and ongoing management of the company’s private market offerings. The role focuses on ensuring operational accuracy and a high-quality investor and client experience while helping improve processes, systems, and controls to enable scale. The position works closely with internal teams and external partners within a fast-paced, growth-oriented environment.
Required Skills
- Organization
- Time Management
- Multitasking
- Detail Orientation
- Communication
- Investigative Mindset
- Client Service
- Data Reconciliation
- Process Improvement
- Vendor Management
+1 more
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
About Opto Investments
optoinvest.comOpto Investments is a private markets investment platform that provides an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. The platform helps advisors craft investment plans, construct custom funds, and streamline fundraising, investor onboarding, capital calls, and ongoing reporting. Designed for wealth managers, RIAs, and family offices, Opto centralizes operations and investor communications to simplify running private markets strategies.
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