Investment Management Operations Consultant

Seeking experienced consultant familiar with small-scale investment management operational structure, bookkeeping, entity setup, and compliance-adjacent workflow organization. Context: * Single sophisticated investor relationship * Conservative structure emphasis * Major broker/custodian environment * Primarily monthly income; equities, ETFs, covered calls, cash-secured puts * Strong preference for simplicity, documentation, and operational clarity Seeking guidance on: * minimal sane operational structure * bookkeeping/accounting workflow * expense documentation * management agreement concepts * entity/account organization * operational safeguards * realistic scaling considerations This is not a request to create a fund overnight, solicit investors, or construct offshore structures. Ideal background: * fund administration * RIA operations, or at minimum, skilled handling of standard, calm longer term actions * bookkeeping/accounting for investment entities * securities operations * compliance operations * family office administration * operational consulting for emerging managers Brief responses welcome initially. Extreme time-sensitivity situation. Early success in project will be followed by more milestones as project moves forward externally. Please be patient as we bootstrap something on our side.

Project ID: 40424763