Job Description

About Kaplan Group

Kaplan Group of Companies is a multinational single-family office with a diversified investment portfolio spanning private equity, private credit, real assets, secondaries, and direct/co-investments. The firm has evolved into a dynamic family office with a broad portfolio of operating businesses and investment interests.

Role Overview

As an Investment Operations Associate, you will work closely with the principals and play a key role within the investment team, supporting day-to-day investment and portfolio management activities. This role is designed to take ownership of core analytical, operational, and monitoring responsibilities across the investment lifecycle.

Core Responsibilities

Investment Pipeline Management

• Collaborate with the investment team to manage and optimize the investment pipeline, ensuring efficient workflows and timely decision-making
• Support the preparation of principals for investment opportunity pitches and participate in pitch meetings as needed
• Review investment materials and draft concise internal summaries to support the due diligence process for prospective opportunities
• Conduct comprehensive research and financial analysis to support underwriting of potential investments
• Participate in Investment Committee meetings and engage directly with investment sponsors to address outstanding questions and facilitate allocation decisions

Portfolio Monitoring & Reporting

• Maintain internal tracking of investment performance reports across the entire portfolio
• Prepare concise internal summaries of quarterly investment updates for the principals
• Serve as a primary point of contact for ongoing manager communications

Investment Operations & Process Management

• Own the operational workflow from initial pitch through funding and ongoing monitoring
• Enhance and systematize internal processes, templates, and reporting tools to improve efficiency and consistency

What We’re Looking For

• Strong financial and analytical skill set, with advanced proficiency in Excel
• Experience with alternative investments, including private equity and private credit is preferred
• Exceptional attention to detail and ability to manage complex financial data with accuracy
• Excellent written and verbal communication skills, with the ability to summarize complex information clearly and succinctly
• Highly organized, process-oriented, and comfortable managing multiple workstreams simultaneously
• Self-starter who can operate independently and exercise sound judgment
• Technologically inclined, with a strong interest in AI and emerging software tools that enhance workflow efficiency and investment analysis
• Intellectual curiosity and strong desire to deeply understand investment structures and economics
• 3-5 years of relevant experience in financial analysis or a related field is preferred

What We Offer

• Competitive compensation with performance-based bonus
• Health insurance and pension plans
• Paid time off starting at 12 days per year, plus holidays to support work-life balance
• Direct exposure to principals and real investment decision-making

How to Apply

Please submit your resume and cover letter explaining your interest and relevant experience to: careers@kaplangroup.com

Kaplan Group is an equal opportunity employer and encourages candidates of all backgrounds to apply.

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