Description
Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an Associate, Portfolio Operations.
This role carries direct responsibility for investment operations, reporting, reconciliation for Advisors and Senior Wealth Managers. It is well suited for a candidate who wants deep exposure to sophisticated portfolios and private investments supporting the market and clients. This role could provide a solid foundation and long-term career path toward an advisory or investment management role.
Responsibilities
- Monitor and review investment operations and reporting across public and private investment strategies, ensuring accuracy, timeliness, and consistency
- Produce and maintain recurring portfolio, performance, and investment reports for internal use and client families
- Monitor private real estate, private debt, and private equity investments, including capital calls, distributions, valuations, and ongoing communications
- Prepare written investment summaries and updates on private investments suitable for ultra-high-net-worth family office clients
- Be responsible for relationships with external investment managers, including ongoing communication, meeting coordination
- Perform ad-hoc investment analysis, including evaluation of off-platform investments and special projects as requested
- Use Excel extensively for analysis, reconciliation, and reporting
- Work with investment data platforms such as FactSet and Morningstar (experience preferred, training available)
- Manage investment-related administrative functions, including tax composites and reporting processes
Requirements
- 2–4 years of experience in investment operations, portfolio support, asset management, wealth management, or a related environment
- Strong Excel skills and comfort working with complex investment data
- Clear, concise written communication skills
- Detail-oriented, accountable, and comfortable owning processes end-to-end
- Interest in building a long-term career serving ultra-high-net-worth families
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
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Salary Description
$60,000-$85,000
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families.
Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies.
Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
