Investment Operations Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

MicroVentures · 1 month ago

Investment Operations Analyst

MicroVentures is a leading equity crowdfunding platform seeking an ambitious individual to join their Fund Management team. The role involves assisting with the full investment life cycle, including fund establishment, accounting, report preparation, and compliance.

CrowdfundingFinanceFinancial ServicesFinTechFunding PlatformVenture Capital

Responsibilities

Assist in the establishment and maintenance of over 800 Venture Funds
Prepare investor notices, including capital call, fee, and distribution notices
Process outgoing and incoming payments
Maintain key databases to fulfill ad-hoc requests for Fund and investor data
Participate on special projects related to the fund
Assist in the preparation of applicable tax forms (e.g., Form 1065)
Ensure compliance with regulatory requirements and other requirements of the funds’ specifications
Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality

Qualification

AccountingFinancial analysisExcel proficiencyOrganizational skillsCommunication skillsProfessional demeanorAttention to detailStrategic thinking

Required

Bachelor's degree in accounting, finance, or economics
Strong organizational and documentation skills
Strong verbal and written communication skills
Keen eye for details to identify trends, cause and effects
Ability to manage multiple tasks and priorities at once
Strategic thinker focused on continuous improvement
Professional demeanor and strong work ethic
Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.)

Preferred

At least one year of work experience, preferably within the financial industry

Company

MicroVentures

twittertwittertwitter
company-logo
MicroVentures is an online equity crowdfunding platform enabling angel investors to connect with startups to raise capital.

Funding

Current Stage
Early Stage
Total Funding
$3.39M
Key Investors
Ecosystem Ventures
2020-12-29Series Unknown
2017-01-10Equity Crowdfunding· $1.4M
2013-07-18Series Unknown· $1.54M

Leadership Team

leader-logo
Bill Clark
CEO and Founder
linkedin
leader-logo
Ernesto Paiz
Venture Partner
linkedin

Recent News

Company data provided by crunchbase