Investment Operations Analyst

Posted Yesterday
Austin, TX
Hybrid
Junior
AdTech • Fintech
The Role
As an Investment Operations Analyst at MicroVentures, you will facilitate and close private transactions, review transaction documents, coordinate with sellers and executives, manage internal documentation post-closing, and support the overall closing process of investments.
Summary Generated by Built In

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. 

What you’ll do at MicroVentures:

  • 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 

What we’re looking for:

  • 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 

Perks:

  • Annual discretionary bonus
  • Healthcare, dental, vision, disability
  • 401(k) + match
  • Company equity
  • A challenging, fast-paced, continually changing environment
  • Fully stocked break room
The Company
Austin, TX
67 Employees
On-site Workplace
Year Founded: 2009

What We Do

MicroVentures connects angel investors with startups. It is the first online, equity based crowdfunding platform to enable venture capital financing. MicroVentures provides founders access to early stage capital, and accredited investors opportunities to invest in private equity. It is also the first broker/dealer in the U.S. to help startups raise capital in exchange for equity.

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