Opto Investments offers a complete solution for independent investment advisors to access private market investments. Backed by 8VC.
About the role
As Director of Private Markets Operations, you will lead the execution and ongoing management of Opto's private market offerings and drive the next phase of the team's growth. You will own the operational workflows that underpin fund activity, investor onboarding, and capital events — ensuring accuracy, consistency, and a high-quality experience for clients and investors — while designing the processes, systems, and controls that let those workflows scale.
What they're looking for
- Deep, hands-on expertise across the private fund and investor lifecycle: onboarding, subscriptions, capital calls, distributions, and ongoing servicing
- Ability to interpret fund documents (LPAs, PPMs, subscription documents, side letters) and translate their terms into operational workflows and controls, including experience supporting new fund launches
- Strong project management skills — you can scope, plan, and drive complex cross-functional initiatives to completion with multiple stakeholders and hard deadlines
- Experience designing, documenting, and improving operational processes, and working with fund administrators, custodians, and other third-party providers — you've built things, not just run them
- Exceptional organization and attention to detail: deliverables consistently meet the highest standard of quality and accuracy in a daily, deadline-driven environment
- Excellent verbal and written communication — you keep stakeholders well-informed and can navigate difficult conversations with clients, providers, and internal teams
More about this role
Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear...
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