What are the responsibilities and job description for the Investment Operations Analyst position at MicroVentures?
MicroVentures, a leading equity crowdfunding platform, is seeking a self-motivated individual to join our Private Transactions team. The team is responsible for managing the secondary investment process from onboarding new sellers to facilitating the close of transactions. The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, and the ability to effectively communicate with executives.
\n- 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
- 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
- Annual discretionary bonus
- Healthcare, dental, vision, disability
- 401(k) match
- Company equity
- A challenging, fast-paced, continually changing environment
- Fully stocked break room
