Business Operations Associate

Position Overview:

The Business Operations Associate for CFT Capital Partners (the “Firm”) works closely all members of the firm, in support of firm operations, portfolio management, investor relations, business development, and administrative functions. The ideal candidate is highly organized with attention to detail, self-motivated, with an interest in learning best practices in business operations, specifically in financial services and private equity.

Essential Functions:

Coordinates with the controller and investment team to organize documentation and input data related to portfolio management functions.
Assists in the preparation of investment reporting requirements, including investor updates, quarterly financial statements, capital account balances, annual audits, and K-1’s.
Provides banking support, including managing daily cash balances, collaborating with the controller to process bill-pay, investment funding, tax payments and all cash disbursement requests.
Supports investment team in managing internal deal tracking and client relationship management software tools.
Works alongside partners to identify, research, and coordinate meetings with firm relationships, including family offices, private equity firms, and placement agents.
Identifies opportunities to create and manage internal policies, procedures, and handbooks to help streamline firm operations and improve / maintain best practices.
Provides general office management in supporting the operations of the Firm.
Other special projects and ad-hoc requests, as needed.

Minimum Requirements:

Bachelor’s degree (business administration, accounting, or economics preferred)
3-5 years of work experience in financial services, investment management, or accounting preferred
Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel and Outlook)

Skills/Abilities:

Attention to Detail
Strong written and verbal communication
Able to multi- task & work in a team environment as well as individually.
Strong organizational skills and work ethic
Flexible work schedule with some ability to work from home

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Business Operations Associate