CFT Capital Partners · 2 days ago
Business Operations Associate
LA Metro Area
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expCFT Capital Partners is a firm focused on financial services and private equity, and they are seeking a Business Operations Associate to support various operational functions. The role involves coordinating documentation, assisting with investment reporting, providing banking support, and managing client relationships while ensuring streamlined operations.
Asset ManagementFinancial ServicesReal Estate Investment
Hiring Manager
Christina C.
Responsibilities
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
Qualification
Required
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)
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
Company
CFT Capital Partners
CFT Capital Partners is a property investment firm.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carey D. Kim
Founding Partner
Warren Woo
Founding Partner
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