Full-Time
Senior Business Operations & Investment Operations Specialist
Updated on 9/4/2026
Entrepreneur Cooperative
Peer community for founders and CEOs
Compensation Overview
$2k - $3k/mo
North America
Remote
Remote within Latin America; must overlap with U.S. Eastern business hours.
Category
 Business & Strategy (1) |
|---|
Required Skills
Claude
Sales
HubSpot
Marketing
Google Workspace
Zapier
Requirements
- C2 or near-native English proficiency, written and spoken.
- At least 8 years of experience as a business-operations generalist spanning business operations, accounting and fund administration, sales, marketing, and investor relations.
- Experience in the investment management or capital markets industry.
- Hands-on accounting experience across profit and loss, balance sheet, and cash flow, with the ability to review fund net asset values.
- Experience thriving in a fast-paced, early-stage startup with ambiguity and rapid change.
- Experience owning and improving processes across recruiting and people operations, business operations, finance and fund operations, investor relations and executive support, and sales and marketing.
- Ability to learn and optimize modern software tools quickly.
- Hands-on ability to build artificial intelligence workflows and agents to eliminate manual work.
- Exceptional organization, follow-through, and end-to-end ownership of outcomes.
- Sound judgment and discretion when handling confidential investor, financial, and personnel information.
Responsibilities
- Run the full recruiting cycle, including sourcing coordination, scheduling, candidate communication, and interview logistics.
- Own onboarding and offboarding end to end.
- Maintain accurate and current human resources systems, records, and people processes.
- Maintain the firm's operating cadences, including Monday kickoffs, weekly reviews, Friday closes, and quarterly business reviews, and improve them over time.
- Own calendars and cross-functional coordination for leadership.
- Administer vendors, subscriptions, and tools, consolidating and automating them where appropriate.
- Build reporting and metrics for weekly and quarterly operating cadences and automate the underlying data pulls.
- Document and continuously improve internal playbooks, identifying processes for automation.
- Manage company expenses and the Ramp corporate-card program, including categorization, receipts, and policy adherence.
- Coordinate vendor invoices, payment scheduling, and reimbursements.
- Support payroll, equity, and records administration, and assist the bookkeeper and Head of Operations in maintaining clean financials.
- Partner with the Head of Operations on fund operations and execute delegable tasks end to end.
- Review monthly net asset values before Head of Operations sign-off, coordinate month-end work with Fundviews, and help reconcile positions and cash.
- Process investor subscriptions, redemptions, and transfers, and maintain accurate know-your-customer and anti-money-laundering onboarding records and the investor register.
- Help run capital calls, distributions, and fee calculations, and coordinate related payments.
- Pull fund control-book data for quarterly fact sheets and investor performance reporting.
- Support fund formation during launches by opening accounts, registering with relevant authorities, and collecting and reviewing documentation.
- Master the firm's tool stack and optimize each system for actual workflows.
- Identify repetitive work and redesign processes using artificial intelligence and agentic workflows.
- Build and prototype automations and agents with the Chief of Staff and Agents.
- Track time saved and reliability as work moves from manual to automated.
- Triage and manage the investor-relations inbox, routing, prioritizing, and following up on messages.
- Respond to investor questions in the firm's voice and escalate matters requiring the Head of Operations or investor-relations team.
- Coordinate investor-relations logistics and quarterly board materials, including preparation, scheduling, and follow-through.
- Manage travel and itineraries for founders and the leadership team.
- Track action items across leadership workstreams.
- Support outbound sales campaigns and sequences by drafting and refining messaging before handing it to the Head of Sales.
- Improve communication and outreach quality across channels.
Desired Qualifications
- Hands-on experience building automations or artificial-intelligence agents using tools such as Zapier, Make, or agent frameworks, or a clear eagerness to learn.
- Recruiting, human resources, or people-operations experience.
- Experience supporting investor-relations, finance, or professional-services teams.
- Comfort interacting directly with founders, investors, and executives.
- Background in financial services, asset management, or investment management; strong interest and rapid ramp-up may substitute for direct exposure.
Entrepreneur Cooperative is a peer community for founders and chief executives navigating growth, exits and the next stage of leadership. Its programs use confidential forums, mentorship, retreats and practical education to connect members with experienced entrepreneurs. The organization serves business leaders seeking candid guidance and relationships rather than capital alone. ECo is a membership and development community, not a traditional consulting firm or investment fund, although its network may connect participants with operators and opportunities across the entrepreneurial ecosystem.
Company Size
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Company Stage
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Total Funding
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Headquarters
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Founded
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