Job Opening

Operations Analyst
Santa Monica, CA / Manhattan, NY

JOB DESCRIPTION
OPERATIONS ANALYST

Angeles Wealth Management ("AWM") is seeking a highly motivated, detail-oriented Operations Analyst to support the firm's investment management, portfolio management, and client service teams. This role is ideal for a candidate who is intellectually curious, analytically rigorous, and comfortable working in a fast-paced, collaborative team environment.

The Operations Analyst will join the Angeles Wealth Management team to assist AWM professionals with all aspects of client reporting, evaluating investments, supporting portfolio construction and monitoring, preparing client and internal reporting, conducting research, and assisting with strategic and operational projects. Because we are a boutique organization, this role offers broad exposure across firm operations, investments, and client servicing.

About AWM - We are a $3.0 billion private client affiliate of Angeles Investment Advisors, an institutional investment advisory firm that manages over $43 billion in total client assets, including approximately $7.3 billion in discretionary assets. Angeles Wealth Management provides wealthy families and individuals with access to both an institutional-quality investment process and robust wealth advisory services. AWM is one of the fastest-growing investment advisory firms in the country with offices located in New York City, Santa Monica, and Texas. This position will be based in either our Midtown Manhattan or Santa Monica office.

KEY RESPONSIBILITIES (INCLUDING, BUT NOT LIMITED TO):

Client Presentations: Create presentations related to prospective or current clients which assist AWM professionals in the portfolio review process. Assist with performance reporting, benchmarking, attribution, and portfolio analytics.
Investment Operations: Attend meetings and update Angeles Wealth target portfolio allocations based on information obtained from Investment Committee meetings. Monitor portfolio holdings, performance, style drift, risk exposures, and allocation ranges. Assist with data reconciliation, reporting quality control, and cross-system accuracy.
Reporting: Spearhead production and distribution of monthly and quarterly statements, as well as validation and aggregation of private investments, hedge funds, and separately managed accounts. Prepare investment memos, research summaries, and presentation materials.
Technology: Collaborate as part of the team to identify repetitive manual processes that can be streamlined through automation, templates, workflow tools, or system improvements. Develop and leverage AI-generated and automated outputs for accuracy, completeness, confidentiality, and appropriateness. Assist in evaluating and adopting new tools related to data management, reporting, workflow automation, and operational efficiency. Contribute to a culture of continuous improvement by recommending practical uses of technology and AI-enabled productivity tools that enhance scale without compromising service quality or compliance.
Research: Utilize software such as Bloomberg & Morningstar Direct to analyze and research market, portfolio, and securities characteristics. Furthermore, maintain and validate this data across custodial, reporting, and portfolio management systems.
Performance: Track cash flows for private equity and private credit funds to ensure accurate IRR and performance reporting. Validate investment portfolio management platform performance metrics.
Trading: As a member of the Trading team, coordinate and facilitate ad-hoc, tactical, and strategic trading for AWM client accounts. Support rebalancing, implementation, and trading-related workflows.
Special Projects: Participate in ad hoc projects related to operations, compliance support, and firm growth.

QUALIFICATIONS

Bachelor's degree in finance, mathematics, computer science, or computer engineering is preferred.
Strong quantitative, analytical, and communication skills are necessary, along with advanced computer skills including considerable experience with Excel modeling skills required.
Additional investment software experience (Addepar, RedBlack, Morningstar Direct, Bloomberg, Charles Schwab) is a plus.
Ability to manage multiple priorities in a small-team environment.
Familiarity with AI-enabled productivity tools, workflow automation tools, or process-improvement initiatives.
Prior experience in the financial services industry with portfolio analytics, reporting, and investment operations is advantageous but not required.

COMPENSATION

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

PROCESS

Competitive base salary plus discretionary annual bonus. Health and 401(k) benefits. Paid time off and professional development support for CFA, CPA, or other relevant professional education, as applicable.

Interested parties should send a resume and cover letter outlining how you meet the requirements stated herein to jobs@angelesinvestments.com. Be sure to include responses to the three questions below in your cover letter. Please combine cover letter and resume into one file.

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 Wealth Management?
3. In this role, you will collaborate with multiple professionals across our advisory 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.

Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients. Learn more about Angeles' commitment here.