Equi is hiring a
Associate

Summary

The job is for an Operations role in a hedge fund company named Equi. The candidate will manage daily workflows, organize data, execute ad hoc projects, develop new workflows, and collaborate with internal and external teams. They should have 2-4 years of experience in a hedge fund operations or fund administration role, preferably with startup experience.

Requirements

• 2-4 years of experience, preferably in a hedge fund operations or fund administration role
• Fundamental understanding of financial products, cash management, and accounting
• Strong verbal and written communication skills
• Experience using Slack, Zoom, and email for remote communication is a plus
• Basic knowledge of Microsoft Excel
• Familiarity with no-code technologies (e.g., Airtable, Google Drive, Box) and a mindset of automation is advantageous
• Attention to detail is crucial
• Tech-savvy with a proactive approach to identifying and implementing process improvements
• Confidence in solving new and nuanced problems, knowing when to engage the right people for effective solutions

Responsibilities

• Maintain daily, weekly, monthly, and quarterly workflows to ensure smooth fund operations
• Organize and manage data and file storage to maintain accurate records
• Execute ad hoc projects as assigned to support the fund's operational needs
• Assist in developing and implementing new workflows as the fund continues to grow
• Onboard new programs and systems that enhance operational efficiency
• Collect and organize historical data for compliance and audit purposes
• Collaborate with internal teams to formalize written policies and procedures
• Partner with Legal & Compliance to maintain accurate internal records for regulatory exams, audits, taxes, and more
• Coordinate with external vendors such as fund administrators, auditors, and accountants to ensure accurate documentation

Benefits

• Health insurance, including dental and vision plans
• A learning and work from home stipend
• Flexible holidays and a generous time off policy