Role Overview

Angeles Investment Advisors, LLC is an employee-owned investment management firm that offers strategic leadership in crafting investment programs for foundations, endowments, pensions, operating charities and families that advance our clients’ missions, values and objectives. More information is available on our website at www.angelesinvestments.com

Angeles seeks a person to join the Operations team to focus on the firm’s proprietary fund-of-funds products and to assume responsibilities relating to back-office functions. Candidates must be detail-oriented, able to take initiative, and capable of prioritizing and handling multiple assignments simultaneously.

Responsibilities

  • Coordinate aspects of Fund of Funds operations with fund administrators, including cash management, ETF trading, preparation/maintenance of necessary trade documentation and ongoing document requests, in addition to providing audit and tax support for the Funds.
  • Prepare Angeles pooled funds performance composites according to GIPS standards.
  • Recommend rebalancing targets for certain discretionary portfolios
  • Client wires, capital call execution, and trade reconciliation
  • Serve as primary back-up for Associate Director of Operations

Role Requirements

Candidates must have a college degree and 3-5 years of relevant experience.

Strong verbal, writing, and quantitative skills are required, as well as proficiency with

  • Word,
  • PowerPoint and
  • Excel.

We are looking for a motivated and self-directed candidate.

Must have ability to work well on a small team and handle multiple responsibilities.

Additional information

Compensation

Salary based on experience. Health and profit-sharing benefits, and discretionary annual bonus included.

Process

We recognize the challenge of starting a new role with a new company during this uncertain time. Our recruiting process for this position will be virtual. No telephone inquiries will be accepted for this position.

The process involves submitting your resume, cover letter and responses to the following questions:

  1. What is the most important quality you are looking for in your new position?
  2. Why are you interested in working at Angeles Investments?
  3. Administering client-related tasks such as money movement and paperwork requires attention to detail. Please give an example of successfully fulfilling a complex client request and an example of troubleshooting a problem and the related solution.
  4. In this role, you will be required to work with multiple professionals across our research and investment teams, in addition to direct interaction with vendors and clients. Please describe your experience multi-tasking while maintaining focus on the details of the task at hand.