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Investment Operations Specialist

73% Flex
Remote: 
Full Remote
Contract: 
Salary: 
52 - 59K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Phaxis logo
Phaxis Human Resources, Staffing & Recruiting SME https://phaxis.com/
51 - 200 Employees
See more Phaxis offers

Job description

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Investment Operations Specialist Assistant to Director of Finance REMOTE-$52,000-59,000 Base Salary + Great benefits! Venture Capital firm

An early-stage investment firm with a focus on women leaders and over its 18-year history has become a leader in promoting gender equity in early stage investing. Our Angel Network is one of the largest and most active in the U.S. **

Job Description and Core Responsibilities:** This individual will work closely with the Director of Finance to help facilitate, administer, track and follow up on all operational, financial and investment activities. We are looking for a trustworthy, detail-oriented, organized, and structured thinker who will provide exceptional support to our members and companies.

Your day-to-day may touch on any combination of administrative, legal, accounting, tax, and finance components that underlie the Angel investing ecosystem, based on day-to-day requirements.

Responsibilities will increase with experience. Initial responsibilities include, but are not limited to: - Assisting with monitoring, recording and follow up on investment activity and general issues. - Maintaining the repository of legal and investment documents for portfolio companies, SPVs and Funds. - Working to improve processes and workflows. - Assisting with administration of SPVs including tracking initial and follow-on investments, investor reporting, and running votes for shareholder consents. - Assisting with administration of Funds. - Becoming an expert on Dealum, our deal flow management system.

Requirements: - 2+ years' experience in a fast-paced business environment. Experience in finance, support or operations role preferred but not required. - Exceptional organizational skills and a love of process. - Understanding of basic financial concepts and interest in early-stage investment.

  • Strong interpersonal, writing and communication skills, and a keen attention to detail.
  • Ability to effectively manage multiple projects/tasks simultaneously.
  • Flexible team player, with a collaborative work style.
  • Commitment to high professional standards.
  • Discretion. You will be handling confidential documents.

  • Excellent computer skills and a high level of proficiency in Microsoft Office Suite.

    • Must have experience, and confidence working with creating Excel spreadsheets to track investments, calculate interest, etc.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Soft Skills

  • Trustworthiness
  • Detail-Oriented
  • Organizational Skills
  • Structured Thinking
  • Interpersonal Skills
  • Discretion

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