VP, Client Operations

Primary Responsibilities

• Support key components of day-to-day Addepar data operations and reporting readiness, including portfolio data integrity, account and ownership structure maintenance, data exceptions, and recurring operational controls.
• Participate in Canoe and alternative investment data workflows, including onboarding, document and data capture, ongoing maintenance, exception management, and coordination with internal teams and external providers.
• Maintain and improve data quality controls across Client Operations workflows, with a focus on repeatable processes, clear ownership, and timely resolution of reporting or portfolio accounting issues.
• Partner with Client Analytics & Reporting, Trading, and technology vendors to support platform enhancements, workflow improvements, testing, and implementation efforts.
• Investigate and resolve complex data, reporting, and platform-related issues through root cause analysis, risk assessment, documentation, and process improvement.
• Create and maintain documentation, procedures, and best practices that improve consistency, reduce rework, and support team knowledge-sharing.
• Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative investment data workflows, and recurring operational questions, while escalating material risks or unresolved issues appropriately.

Qualifications

• 5–8+ years of experience in investment operations, wealth management, portfolio accounting, client reporting, fund administration, or a related financial services role.
• Strong experience with Addepar, Canoe, or similar investment operations, reporting, or alternative investment data platforms.
• Strong ownership mindset, client-service orientation, and ability to operate with urgency, accuracy, and sound judgment.
• Experience supporting alternative investment operations, data management, portfolio accounting, reporting workflows, or operational controls.
• Proven ability to own complex workflows, solve problems independently, document repeatable processes, and coordinate across teams, vendors, and stakeholders.
• Strong analytical, communication, process-management, and documentation skills, with the ability to translate complex operational issues into clear next steps.
• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Computer Science, or a related discipline desired.

About the role

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.