Investment Operations Specialist
July 28
🇺🇸 United States – Remote
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
Description
• Review investment memos and documents for consistency and compliance. • Record investment data. • Set up Fundraising Campaigns: ensuring settings are correct in our system, tagging data, and double-checking fund documents for accuracy. • Drive the fundraising process by working with primarily internal team members, identifying & fixing ops roadblocks. • Project manage signature processes with companies and investors. • Review investment documents for key terms and assist with deploying capital to portfolio companies. • Track and leverage data and analytics to improve processes and workflows. • Assist customers with general issues and review identity documentation for our KYC/AML processes. • Process and manage post-close actions and distributions related to past investments made on the AngelList platform. • Manage a central repository of processes and identify opportunities to promote effective operations.
Requirements
• 2+ years in a product support or operations role, ideally at a tech company • Superb attention to detail - you need to be able to catch the corner case every time • Exceptional organizational skills and a love of process • Understanding of core financial concepts and a strong interest in the nuts and bolts of venture finance. Your day-to-day will touch on the legal, accounting, tax, and finance components that underlie the venture financing ecosystem • Great attitude with the ability to embrace change as we continually improve products and processes • A deep love of startups
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