Associate, Investment Operations

Lido Advisors • Mequon, WI

8d

About The Position

We are seeking an Associate, Investment Operations to support a multi-billion-dollar investment platform serving ultra-high-net-worth families and family offices. The platform includes institutional-quality public equity and fixed income strategies, as well as private real estate, private debt, and private equity investments. This role carries direct responsibility for investment operations, reporting, and manager interaction. It is well suited for a candidate with a few years of experience who wants deep exposure to sophisticated portfolios and private investments. We believe this role could provide a solid foundation and long-term career path toward an Advisory role.

Requirements

• 2–5 years of experience in investment operations, portfolio support, asset management, wealth management, or a related environment
• Strong Excel skills and comfort working with complex investment data
• Clear, concise written communication skills
• Detail-oriented, accountable, and comfortable owning processes end-to-end
• Interest in building a long-term career serving ultra-high-net-worth families, with a future path toward an advisory role

Responsibilities

• Own investment operations and reporting across public and private investment strategies, ensuring accuracy, timeliness, and consistency
• Produce and maintain recurring portfolio, performance, and investment reports for internal use and client families
• Monitor private real estate, private debt, and private equity investments, including capital calls, distributions, valuations, and ongoing manager communications
• Prepare written investment summaries and updates on private investments suitable for ultra-high-net-worth family office clients
• Be responsible for relationships with external investment managers, including ongoing communication, meeting coordination, and periodic travel
• Perform ad-hoc investment analysis, including evaluation of off-platform investments and special projects as requested
• Use Excel extensively for analysis, reconciliation, and reporting
• Work with investment data platforms such as FactSet and Morningstar (experience preferred, training available)
• Manage investment-related administrative functions, including tax composites and reporting processes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees