Operations & Systems Lead

About the Role Oceancrest Capital is seeking an Operations & Systems Lead (OSL) to take manage of the firm's operational infrastructure and help shape its next phase of growth. Reporting directly to the Founder and investment team, this role is responsible for managing and continuously improving the operations, compliance, reporting, technology, and client service functions. The OSL will manage operational excellence across the organisation, ensuring critical processes are scalable, efficient, and aligned with the firm's objectives. Operating within a lean and entrepreneurial environment, the successful candidate will execute and take responsibility for key functions supporting and managing initiatives that strengthen the infrastructure and support future growth. This opportunity is suited to a professional with experience in audit, fund administration, asset management, wealth management, or family office environments who is seeking broad responsibility within a growing investment firm.

Key Responsibilities

• Prepare board reporting, budgeting, financial reporting, and strategic operational initiatives.
• Assist with transfer agent activities, NAV reporting processes, and key fund administration relationships.
• Maintain operational procedures and identify opportunities for process improvement.
• Internal subject matter expert for the firm's reporting platform (SS&C Black Diamond).
• Produce and maintain client, portfolio, allocation, performance reports and statements.
• Prepare investor presentations, factsheets, and marketing materials using approved performance data.
• Coordinate reporting requirements for family office and institutional clients.
• Manage client onboarding processes, working with administrators, custodians, banking partners, and other service providers to ensure a seamless client experience.
• Coordinate and manage the implementation and ongoing management of the firm's CRM platform.
• Assist in developing CRM architecture including prospect pipeline processes, workflows, engagement activities and reporting.
• Track business development activity, referrals, events, and investor engagement.
• Develop metrics and reporting to support pipeline management and growth objectives.
• Manage regulatory reporting calendar, compliance monitoring activities, and related governance processes.
• Coordinate ongoing compliance activities with external regulatory and AML service providers.
• Manage AML/KYC processes, client onboarding, and record maintenance.
• Conduct policy reviews, due diligence questionnaires (DDQs), cybersecurity documentation, audit readiness and coordinate regulatory inspections.

About You Applicants for the Operations & Systems Lead must possess the following requirements:

• Bachelor’s Degree in Business Administration or Economics
• Professional Accounting Designation (CA, CPA, ACCA or equivalent)
• A minimum of 3-5 years of experience in an audit or operations environment specifically in investment management, alternative investment, hedge fund, family office, or wealth management operations would be advantageous.
• Solid systems and process improvement skills.
• Experience implementing or managing CRM platforms and operational workflows.
• Solid understanding of AML, KYC, regulatory compliance, governance, and risk management processes.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills and high attention to detail.
• Ability to work independently.
• Familiarity with SS&C Black Diamond or similar reporting platforms would be advantageous.
• Experience working with regulatory frameworks in multiple jurisdictions.

Salary and Benefits The salary will be in the range of USD 100,000 – USD 120,000 per annum. Benefits include health insurance, pension plan, vacation, and eligibility for an annual discretionary performance-based bonus.