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Entrepreneur Cooperative

Runs peer advisory groups for founders and CEOs

Senior Business Operations & Investment Operations Specialist

Business OperationsUpdated on Nov 12
Full-time$2k - $3k /mo

About the Job

Requirements

  • C2 / near-native English proficiency, written and spoken.
  • At least 8 years of experience as a seasoned business-operations generalist spanning business operations, accounting and fund administration, sales, marketing, and investor relations; a pure executive-assistant background is not sufficient.
  • Investment management or capital markets industry experience.
  • Hands-on accounting experience, fluency across profit and loss, balance sheet, and cash flow, and ability to review fund net asset values.
  • Experience thriving in a fast-paced, early-stage startup, handling ambiguity and rapid change while maintaining quality.
  • Experience owning and improving processes across recruiting and people operations, 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 use of AI to build workflows and agents that eliminate manual work.
  • Strong organization and follow-through, with end-to-end ownership of outcomes.
  • Sound 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 and maintain HR systems, records, and people processes accurately.
  • Support connection and culture across the distributed team.
  • Maintain and improve operating cadences, including Monday kickoffs, weekly reviews, Friday close, and quarterly business reviews.
  • Own calendars and cross-functional coordination for leadership.
  • Administer vendors, subscriptions, and tools, consolidating and automating them where doing so saves time or money.
  • Build reporting and metrics for weekly and quarterly cadences and automate the underlying data pulls.
  • Document and 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 help the bookkeeper and Head of Operations maintain clean financials.
  • Partner with the Head of Operations on fund operations, completing delegable tasks end to end.
  • Review monthly net asset values before the Head of Operations signs off; coordinate with the fund administrator on month-end and help reconcile positions and cash.
  • Process investor subscriptions, redemptions, and transfers, and maintain accurate KYC/AML onboarding and investor-register records.
  • Help run capital calls, distributions, and fee calculations, and coordinate related payments.
  • Pull fund control-book data to help produce quarterly fact sheets and investor performance reporting.
  • Support fund formation during launches by opening accounts, registering with relevant authorities, and collecting and reviewing documentation; assist across functions during new fund launches.
  • Learn and master the firm's tools and optimize systems for its workflows.
  • Identify repetitive work and redesign processes for automation with AI and agentic workflows.
  • Build and prototype automations and agents with the Chief of Staff & Agents to reduce recurring team work.
  • Track automation impact, time saved, and reliability as work moves from manual to automated.
  • Triage and manage the investor-relations inbox, routing, prioritizing, and following up.
  • Respond as the first line to investor questions in Equi's voice and escalate matters requiring the Head of Operations or investor relations.
  • 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 campaigns and sequences by drafting and refining messaging to approximately 80% completion before handing it off to the Head of Sales.
  • Improve communication and outreach quality across channels.

Desired Qualifications

  • Fund administration or fund-accounting exposure.
  • Hands-on experience building automations or AI agents, such as with Zapier, Make, or agent frameworks, or clear eagerness to learn.
  • Recruiting, HR, or people-operations experience.
  • Experience supporting investor-relations, finance, or professional-services teams.
  • Comfort interacting directly with founders, investors, and executives.
  • A background in financial services, asset management, or investment management; strong interest and ability to ramp quickly may substitute.

About the Company

Entrepreneur Cooperative

Runs peer advisory groups for founders and CEOs

Entrepreneur Cooperative runs a paid advisory program and peer network for founders and CEOs who are growing their companies or preparing to sell them. Members meet monthly in small facilitated forums with founders from similar industries or at a similar stage, and they can join retreats, founder dinners and expert-led workshops. A mentorship track also pairs members with seasoned entrepreneurs who guide their exit planning, while an online platform supports discussion and scheduling between meetings. Founders apply through a short screening process that ends with an adviser call, then pay to join the program. Entrepreneur Cooperative was founded in 2023 by entrepreneurs who had sold their own companies.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
2023

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