MIDDLE OFFICE ASSOCIATE

WHO WE ARE:

Larch Capital Partners is a SEC registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals mostly from Latin America.

We are a flat organization with a collegial, creative and very dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence and very high ethical standards.

WE ARE LOOKING FOR:

MIDDLE OFFICE ASSOCIATE

(On-site position | Monday to Friday | Office-based role only)

Reporting directly to the Operations Manager, the Middle Office Associate is in charge of keeping core systems with up-to-date client’s data and producing reports to support Relationship Managers.

Key Duties and Responsibilities:

·        Operate and maintain core business systems such as Addepar (data aggregation and reporting system) and Practifi (CRM system);

·        Organize data to produce client statements and analytical reports;

·        Contribute to the development and implementation of the firm's policies and procedures, including compliance-related operational tasks;

·        Perform operational tasks such as bill payments, document processing, and preparation of information for accountants and other providers;

·        Organize and maintain company files in the cloud;

·        Prepare documents and presentations for clients;

·        Ensure diligence, execution, and monitoring of middle-office activities related to client onboarding and services;

·        Assess organizational readiness for product and technology rollouts, monitor changes, and mitigate client impact and business risks;

·        Support the organization and Chief Compliance Officer (CCO) with compliance tasks such as KYC, ensuring all records are properly documented and easily accessible;

·        Manage office operations, including purchasing supplies, coordinating with vendors, maintaining office functionality, handling building management relations, and overseeing reception and delivery services;

·        Support the full trade flow lifecycle, from capture to settlement, as well as any necessary corrections.

Profile

·        Bachelor's degree in Business, Finance, or Economics;

·        At least 3 years of successful professional experience in a similar role (private banking or broker-dealer industry);

·        Strong analytical skills;

·        Proficient in data management and data systems;

·        Client-oriented mindset with a proactive problem-solving attitude;

·        Ability to multitask and apply critical thinking;

·        Excellent organizational skills, with a strong sense of priorities and attention to detail;

·        Solid Microsoft Office skills, particularly in Excel;

·        Fluent in English and Portuguese; Spanish is a plus.