Investment Administrator

Job Description

Investment Administrator

Location: Walnut, CA Hybrid Schedule: 1–2 days in-office, 3–4 days remote

Hours: 8:00 AM – 5:00 PM

Compensation: $80,000 – $85,000 annually + 10% annual bonus

Recruiter: LHH Recruitment Solutions (on behalf of a confidential client)

Overview:

LHH Recruitment Solutions is partnering with a prestigious family office and investment firm to find a proactive and detail-oriented Investment Administrator. This hybrid role supports the investment operations and family trust accounting team, playing a key part in managing documentation, coordinating investment activities, and ensuring smooth communication with internal stakeholders.

Key Responsibilities:

Coordinate and complete documentation for new private equity investment subscriptions.

Set up and manage brokerage and bank accounts for investment entities and family members.

Track investment notices and compliance documents in collaboration with the investment team.

Maintain organized investment files using SharePoint.

Serve as a liaison for daily requests from family members and investment professionals.

Support Investment and Family Accountants with administrative and operational tasks.

Assist with accounts payable processing.

Obtain or maintain a valid Notary Public license.

Qualifications:

2+ years of experience in financial services, investment administration, or a related field.

Familiarity with investment, legal, and banking documentation.

Strong organizational and communication skills, especially with senior stakeholders.

Proficiency in Microsoft Office Suite, Microsoft Teams, and accounting software.

Ability to work independently, manage multiple priorities, and solve problems proactively.

Associate’s or Bachelor’s degree preferred; relevant coursework considered.

Notary Public certification or willingness to obtain one.

Additional Details:

Training: A two-month cross-training period with the outgoing employee (retiring July 31st). During training, the role will require 3 days per week in-office.

Team Environment: You’ll work closely with the Managing Director of Investments, the Santa Monica-based investment team, and family members.

Culture: The company fosters a family-oriented, respectful, and collaborative environment with long-tenured staff and competitive benefits.

Background Requirements:

Final candidates will undergo a comprehensive background check including drug screening, criminal history, employment verification, credit check, and degree verification.

If you're a motivated professional with a passion for investment operations and client service, we’d love to hear from you. Submit your resume through LHH Recruitment Solutions to be considered for this exciting opportunity by “applying now”.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay Details: $35.00 to $40.00 per hour

Search managed by: Letty Stuard

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers

San Francisco Fair Chance Ordinance

Full-time

Hybrid remote