JobMesh

Private Markets Operations Manager

Clearstead · Cleveland, Ohio, US

Description We are seeking a Private Markets Operations Manager at our downtown, Cleveland, Ohio wealth management firm to oversee the end-to-end operational...

Job description

Description We are seeking a Private Markets Operations Manager at our downtown, Cleveland, Ohio wealth management firm to oversee the end-to-end operational and reporting lifecycle for private market investments. This role is responsible for managing subscription workflows, onboarding clients and investments onto the Arch platform, and ensuring accurate integration, linking, and reporting across portfolio accounting systems including Orion, Addepar, and PARis. The individual will serve as a key liaison across external fund managers, GLAS, the investment office, and external vendors to drive efficiency, accuracy, and scalability in private markets operations. This position offers work from home availability 2 days per week after initial orientation period. Position responsibilities: - Own the full lifecycle of private markets operational workflows, including subscription document coordination, onboarding onto Arch and PAS platforms, and capital call execution - Oversee data integration, reconciliation, and linkage of private market investments across systems, including Orion, Addepar, and PARis. - Ensure accurate and timely performance reporting, capital activity, and valuation upd...