Private Market Operations Analyst

Opto Investments•New York, NY

8d•$100,000 - $130,000•Onsite

About The Position

As an Analyst on the Private Markets Operations team, you will play a critical role in supporting the execution and ongoing management of Opto’s private market offerings. You will be responsible for the operational workflows that underpin fund activity, investor onboarding, and capital events, ensuring accuracy, consistency, and a high-quality experience for clients and investors. In this role, you will work closely with internal teams and external partners to manage day-to-day private market operations while helping improve the processes, systems, and controls that support scale. The ideal candidate is detail-oriented, proactive, and comfortable operating in a fast-paced environment where ownership, follow-through, and sound judgment are essential.

Requirements

Very strong organizational and time-management skills
Capable of multitasking in a daily, deadline-driven environment, while keeping others well-informed
Attention to detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Excellent verbal, writing, interpersonal, and proofreading skills
An inquisitive, investigative mindset and passion for “dive deeper”(and not accepting information at face value)
Both a team player and capable of independent work
Self-motivated and thrive in a fast-paced environment
High emotional intelligence, flexible, and resilient
Minimum of 3-5 years of relevant work experience in financial services or investment operations
College or university degree in business, finance, economics or related field
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

Experience in a startup environment
Wealth management experience at a broker/dealer or RIA

Responsibilities

Own the full day-to-day execution of private market activity across the funds
Coordinating investment-related transactions with the administrator for subscription, capital call, and distribution activity.
Manage subscription documentation, investor records, and compliance-related workflows.
Ensure operational readiness for new fund launches, structures, and strategies
Monitoring and reconciling investments and following up with General Partners/Managers to receive missing or more detailed information.
Own the combined lifecycle of funds and investors from launch and onboarding through wind-down.
Ensuring current and accurate documentation of standard operating procedures and servicing level agreements.
Ensure data accuracy, reconciliation, and operational transparency across systems
Provide day-to-day operational support to clients and investors.
Lead investor onboarding, implementation, and ongoing servicing across private market products.
Deliver post-trade confirmations, capital activity reporting, and operational communications.
Partner with Advisory Services to support client delivery and issue resolution.
Partner with the Funds Team, Product, and Engineering to design, build, and iterate scalable workflows
Identify automation opportunities, tooling improvements, and control enhancements
Define and own operational requirements for private market workflows
Lead operational input into technical implementations, launches, and enhancements
Driving resolutions of open issues and questions, and contacting internal technology and vendor support when necessary. Capturing the solution and driving internal procedures.
Contributing to projects and helping stakeholders reach consensus on complex processes.
Design, document, and evolve operating processes to support growth and increasing complexity
Working with the Head of Private Market Operations to ensure Key Performance Indicators are appropriately tracked and that workflows are properly managed.
Actively participating in team projects and initiatives for process improvement.