Operations Analyst (Cardiff-by-the-Sea)

About the Company

BridgePort’s fully digitized private markets ecosystem enables key industry participants to leverage data, create dynamic investment products, streamline transactions and reporting, and operate with greater scale and efficiency. Our agnostic technology and operating infrastructure power custom private investment platforms, access vehicles, syndication portals, and operations-as-a-service solutions for sophisticated clients across the private markets.

About the Role

We are seeking a full-time Operations Analyst to support client onboarding and day-to-day feeder fund operations. This role is ideal for someone early in their career who is highly detail-oriented, organized, and eager to build experience in fund operations and investor services.

This position requires strong time management, accountability, and a commitment to accuracy. You will be responsible for executing time-sensitive tasks in a structured and reliable manner while maintaining a high standard of precision.

Key Responsibilities

• Support client onboarding, including review of subscription documents and entry of investor data
• Track and manage onboarding workflows to ensure completeness, accuracy, and timely execution
• Assist with capital call and distribution reconciliation processes
• Maintain and update investor records, transactions, and supporting documentation
• Support investor and client communications, ensuring timely and professional responses
• Coordinate with internal teams and external partners (e.g., fund administrators, RIAs, law firms)
• Identify, investigate, and escalate discrepancies or missing information

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field
• 1–3 years of experience in operations, finance, or a related role (internships count)
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Clear and professional written and verbal communication skills
• Proficiency in Excel and general comfort with data systems

Additional Qualifications (great to have)

• Exposure to private markets, fund operations, or investor services
• Familiarity with subscription documents or onboarding workflows
• Experience working with financial platforms or CRM systems

Why BridgePort

• Opportunity to gain hands-on experience in private markets infrastructure and fund operations
• Exposure to a wide range of clients, structures, and transaction workflows
• Collaborative, fast-paced environment with strong learning opportunities
• Clear path for growth within operations and broader platform roles