Job description
Auckland | Private Capital | Senior Operations Role
Assemble Recruitment is partnering with Capital Group, a New Zealand private capital investment business, to appoint an Senior Operations Manager into its Auckland-based team.
This is a senior, hands‑on role at the centre of the business, responsible for operational execution, investor reporting, systems management, and compliance, while working closely with the CEO and Head of Lending and external service providers. The role offers broad responsibility, autonomy, and the opportunity to materially influence how the business operates and scales.
The Opportunity
As Operations & Investor Relations Manager, you will take ownership of the firm’s core operational infrastructure, including AML compliance, investor onboarding, transaction processing, reporting, and system optimisation.
You will act as the primary owner of Salesforce and related systems, ensuring data integrity, driving enhancements, and producing high‑quality reporting for internal and external stakeholders. The role also encompasses investor communications, IT and website oversight, and people management responsibilities.
This is an ideal opportunity for someone who enjoys combining process, systems, data, and stakeholder engagement in a fast‑moving investment environment.
Key Responsibilities
Operations & Systems
You will likely bring:
This is a rare opportunity to step into a broad, influential role within a growing private capital business, offering:
For a confidential discussion or to request the full position description, please contact:
Matt Webster
Manager – Commercial Real Estate
Assemble Recruitment
027 274 6829
mattw@assemblerecruit.com
Assemble Recruitment is partnering with Capital Group, a New Zealand private capital investment business, to appoint an Senior Operations Manager into its Auckland-based team.
This is a senior, hands‑on role at the centre of the business, responsible for operational execution, investor reporting, systems management, and compliance, while working closely with the CEO and Head of Lending and external service providers. The role offers broad responsibility, autonomy, and the opportunity to materially influence how the business operates and scales.
The Opportunity
As Operations & Investor Relations Manager, you will take ownership of the firm’s core operational infrastructure, including AML compliance, investor onboarding, transaction processing, reporting, and system optimisation.
You will act as the primary owner of Salesforce and related systems, ensuring data integrity, driving enhancements, and producing high‑quality reporting for internal and external stakeholders. The role also encompasses investor communications, IT and website oversight, and people management responsibilities.
This is an ideal opportunity for someone who enjoys combining process, systems, data, and stakeholder engagement in a fast‑moving investment environment.
Key Responsibilities
Operations & Systems
- Own and manage Salesforce, including investor and borrower onboarding, transaction setup, allocations, repayments, and data integrity
- Lead system enhancements, testing, and refinements with key service providers
- Produce and distribute quarterly investor statements and operational reporting
- Develop business reporting, analytics, and supporting tools
- Maintain system documentation, user guides, and process controls
- Support investor communications and respond to information requests
- Manage AML processes, reporting, audit, and ongoing compliance obligations
- Liaise with external providers across AML, reporting, and systems
- Manage IT contracts and website ownership, including staff onboarding/offboarding
- Oversee Capital Group’s LinkedIn presence and support proactive communications strategy
- Liaise with external marketing providers as required
- Support AI integration initiatives across the business
- Manage the Office Manager, ensuring timely and accurate delivery
- Support efficient day‑to‑day office operations
You will likely bring:
- Strong experience in operations, investor reporting, or fund administration within financial services or private capital
- Hands‑on experience with CRM or investment systems (Salesforce highly regarded)
- Solid understanding of AML and compliance requirements
- Strong data, reporting, and process improvement capability
- Confidence working closely with senior leadership and external service providers
- A proactive, detail‑driven, and commercially minded approach
This is a rare opportunity to step into a broad, influential role within a growing private capital business, offering:
- Direct access to the CEO, Head of Lending and senior decision‑making in the business
- Ownership of systems, processes, and operational outcomes
- Exposure across investors, transactions, compliance, and technology
- The ability to shape and improve how the business operates over time
For a confidential discussion or to request the full position description, please contact:
Matt Webster
Manager – Commercial Real Estate
Assemble Recruitment
027 274 6829
mattw@assemblerecruit.com
