Full-Time
Investment Operations Analyst
Confirmed live in the last 24 hours
Equity crowdfunding platform for startups
Junior
Austin, TX, USA
- Bachelor's degree in accounting, finance, economics, or related business discipline
- Two years of related work experience in a financial operations role
- Strong organizational and documentation skills
- Incredibly high attention to detail
- Ability to manage multiple tasks and priorities at once
- Strong interpersonal and communication skills, both oral and written
- Professional demeanor with ability to skillfully communicate with external parties
- Self-starter with strong follow-through
- Facilitate the close of private transactions
- Assist in the preparation and detailed review of transaction documents
- Coordinate with sellers, operations, and executive leadership teams to close transactions quickly and efficiently
- Communicate with sellers to gather information and arrange the legal opinions, payment of transfer fees, and collection of commissions
- Work with operations department to set up wires to sellers
- Communicate with executive leadership teams to navigate the company’s closing process
- Monitor the companies in the closing stage to determine actionable next steps
- Conduct post-closing functions such as managing the trade blotter and other internal documentation
- Learn how to navigate the private transactions closing process including the right of first refusal process
As a pioneering platform for equity crowdfunding, this company provides a unique opportunity for professionals interested in bridging the gap between angel investors and startups. It stands out as the first broker/dealer in the U.S. to enable startups to raise capital in exchange for equity, offering employees a chance to work at the forefront of facilitating venture capital financing. The environment fosters a culture of innovation and leadership in the domain of investment and finance, making it a significant player in shaping the future of how businesses secure funding.
Company Stage
N/A
Total Funding
$3.2M
Headquarters
Austin, Texas
Founded
2009