Demo

Investment Operations Manager

Karmel Capital
Solana Beach, CA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/9/2025

Karmel Capital , a fast-growing private equity firm specializing in late-stage enterprise software investments through secondary transactions, seeks a highly motivated and detail-oriented Investment Operations Manager to join our dynamic team. This role combines investment process management expertise with general paralegal responsibilities to support our investment, legal, and compliance operations. We are a small team at Karmel Capital, so you will work directly with the managing partners and gain exposure to all parts of the business in this role. If you thrive in a fast-paced environment and are passionate about private equity, this is the opportunity for you.

Contracts Management

  • Oversee the entire life cycle of investments, including tracking, document support, and communication of investment contracts, onboarding, process management, and documentation.
  • Aid in facilitating drafting, review, and negotiation of legal agreements such as NDAs, vendor agreements, investor documents, and service contracts.
  • Ensure compliance with legal and regulatory standards under the guidance of compliance and legal directors.
  • Maintain a centralized repository for all contracts, ensuring secure storage and easy retrieval.
  • Track key contract deadlines (e.g., renewals, expirations) and coordinate timely actions with relevant stakeholders.
  • Manage digital contracting platforms and investor portals
  • Collaborate with internal teams (e.g., finance and operations) to ensure alignment on contractual obligations and financial terms.
  • Proactively manage risk by identifying potential issues in contracts and proposing solutions.
  • Facilitate efficient use of third-party services such as compliance, cyber, and legal

Paralegal Support

  • Assist with corporate governance tasks, including entity formation, filings, board resolutions, and state and federal regulations compliance.
  • Track and complete (as allowed) Blue Sky, SEC, state, and federal annual filings
  • Support due diligence efforts for secondary transactions by organizing and facilitating the review of legal documents related to investments.
  • Support and focus legal research on regulatory requirements affecting private equity investments.
  • Manage due diligence processes and KYC documentation for investment transactions.
  • Coordinate with external counsel on complex legal matters while managing internal workflows.
  • Draft correspondence, reports, and summaries for internal stakeholders.
  • Manage investor onboarding and account support.
  • Education & Experience

  • Bachelor's degree in business or related field
  • Preferred : Paralegal Certificate from ABA-accredited program
  • 5 or more years of experience in private equity or corporate law
  • Strong plus if you have an understanding of the software industry and investment transactions
  • Skills

  • Exceptional attention to detail and organizational abilities
  • Strong written and verbal communication skills
  • Ability to work independently and manage multiple priorities
  • Experience with cloud services, including Monday, DocuSign, and investor portals
  • What We Offer

  • Competitive base salary and performance bonus
  • Comprehensive benefits package including medical, dental, vision insurance, 401(k), and generous PTO.
  • Opportunity to work in a collaborative environment at the forefront of private equity innovation.
  • Hybrid work environment in coastal Solana Beach location
  • Professional growth opportunities in a high-impact role.
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Investment Operations Manager?

    Sign up to receive alerts about other jobs on the Investment Operations Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $75,273 - $95,163
    Income Estimation: 
    $87,692 - $109,715
    Income Estimation: 
    $63,983 - $82,602
    Income Estimation: 
    $75,273 - $95,163
    Income Estimation: 
    $87,692 - $109,715
    Income Estimation: 
    $109,573 - $137,354
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Investment Operations Manager jobs in the Solana Beach, CA area that may be a better fit.

    Investment Manager

    Founders First Capital Partn, San Diego, CA

    Investment Operations Director

    Voy Ventures, San Diego, CA

    AI Assistant is available now!

    Feel free to start your new journey!