Operations Analyst

About Us

Clearstone Family Office is a private investment firm managing private capital with a long-term, multi-generational horizon. We represent a distinct approach to global asset allocation, emphasizing deep fundamental analysis and individual security selection alongside passive exposure. Our strategy is defined by a robust investment process that balances aggressive compounding with structural risk management. 

We are active investors focused on high-quality assets. Our direct equity strategies have historically generated significant alpha. We invest across geographies and asset classes, seeking value wherever it resides. While primarily focused on direct positions, we allocate to a select group of external managers who demonstrate differentiated insight and edge. 

We operate with discretion and a singular focus on absolute return. We do not solicit external capital.

The Role: Operations Analyst

We are looking for an Entry-Level Operations Associate to join our small, high-impact team.

While this is an operations role, we aren’t just looking for someone to tick boxes. We are looking for a specific mindset. Because we are a lean team, you will not be a cog in a machine; you will be right in the mix, working alongside senior leadership with significant opportunities for active mentorship and professional growth.

Job Responsibilities

• Maintain digital and physical records of documents and research material
• Liaise with various stakeholders for various accounting and operational tasks
• Collaborate with accountants for tax filing
• Assist with processing financial transactions and coordinate with brokers, bankers, and staff to ensure completion.
• Oversee and coordinate special projects as directed by the family members.
• Ensure that all communications are clear, concise, and distributed in a timely manner.
• Conduct quantitative and qualitative research on potential investment opportunities.
• Assist in data collection and presentation for preparation of investment memos.

Required Qualifications

• Bachelor’s degree in business, Economics, or any other relevant field, preferably

from a premier undergraduate university

• This is an entry-level role; no prior experience required

Required Skills & Who We’re Looking For

We believe skills can be taught, but values cannot. We are looking for three non-negotiable traits:

·      Integrity:

Intellectual Curiosity:

Professional Rigor & Discipline:

In addition:

• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and other relevant software.
• Discretion and integrity in handling confidential matters.
• Ability to manage and prioritize tasks effectively.
• Attention to detail is crucial.

Compensation & Benefits

• Competitive salary (as per industry standards).
• Employer sponsorship for professional certifications, including coverage of CFA exam costs.
• Opportunity to work with a dynamic team in a fast-paced environment.
• Direct access to mentorship and a steep learning curve.