Belltower Fund Group · 23 hours ago

Investment Operations Specialist

United States

Full-time

Remote

Entry Level

$70K/yr - $80K/yr

2+ years exp

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Responsibilities

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.

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.

Qualification

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Investment OperationsProduct SupportData AnalyticsFinancial ConceptsProcess ManagementKYC/AML ProcessesVenture FinanceLegal Understanding

Required

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