Current jobs related to Client & Investor Operations Associate - New York - Secfi
-
Investor Relations Associate
3 weeks ago
New York, United States Private Credit Fund Full timeOur client is a multi-billion $ private credit fund based in New York City. The investment strategy employs a flexible approach across the credit spectrum and market cycles.The Investor Relations Associate will be part of a small Investor Relations & fundraising team. This position presents excellent career growth opportunity.Key responsibilities will...
-
Investor Relations Associate
3 weeks ago
New York, United States Private Credit Fund Full timeOur client is a multi-billion $ private credit fund based in New York City. The investment strategy employs a flexible approach across the credit spectrum and market cycles.The Investor Relations Associate will be part of a small Investor Relations & fundraising team. This position presents excellent career growth opportunity.Key responsibilities will...
-
Investor Relations Administrative Associate
1 month ago
New York, New York, United States First National Realty Partners Full timeInvestor Relations Support Specialistat First National Realty PartnersThe Investor Relations Support Specialist plays a crucial role in managing all inquiries related to investors, ensuring that requests are addressed efficiently and effectively. This position is pivotal in providing solutions to investor inquiries and escalating priority issues to the...
-
Associate Vice President
4 months ago
New York, United States Finn Partners Full timeJob DescriptionJob DescriptionJoin the agency voted “Best Place to Work” year after year because of our values-based culture and commitment to employees. This role enables you to help the most innovative healthcare companies build value for shareholder and patients. FINN Partners seeks curious and ambitious candidates for an Associate Vice President...
-
Hedge Fund Investor Relations Associate
4 months ago
New York, United States Long Ridge Partners Full timeJob descriptionOur client is a leading global investment firm with over $100B AUM. They seek to hire an Investor Relations Associate for the Hedge Fund business covering some of the largest clients of the firm.ResponsibilitiesPrepare presentation and support materials for investor meetingsComplete investor documentation and understanding products to...
-
Hedge Fund Investor Relations Associate
4 months ago
New York, United States Long Ridge Partners Full timeJob descriptionOur client is a leading global investment firm with over $100B AUM. They seek to hire an Investor Relations Associate for the Hedge Fund business covering some of the largest clients of the firm.ResponsibilitiesPrepare presentation and support materials for investor meetingsComplete investor documentation and understanding products to...
-
Senior Associate, Investor Relations Specialist
2 weeks ago
New York, New York, United States Teneo Holdings Full timeAbout Teneo HoldingsTeneo Holdings is a global advisory firm that partners with clients worldwide to drive business growth and success.Our team of experts provides strategic guidance across five key business segments, including:Strategic Communications: Developing and implementing effective communication strategies to enhance our clients' reputation and...
-
Investor Relations Associate
3 weeks ago
New York, New York, United States Pagaya Full timeAbout PagayaPagaya is a leading financial technology company that is revolutionizing the way financial services are delivered. Our mission is to provide innovative solutions that make life-changing financial products and services available to more people nationwide.We are a global company with offices in New York and Tel Aviv, and we are committed to shaping...
-
Associate in Investor Relations
4 weeks ago
New York, New York, United States Musaffa Full timeAbout MusaffaMusaffa is a leading Shariah-compliant investment platform based in New York, dedicated to reshaping the financial sector for over three years. Our vibrant team of 60+ professionals supports a community of more than 436,000 members across 195 countries, enabling them to research and screen Shariah-compliant investment opportunities, with a...
-
Investor Relations Associate
2 weeks ago
New York, New York, United States Pagaya Full time{"title": "Investor Relations Associate", "content": "About PagayaPagaya is a leading artificial intelligence network that helps our partners grow their businesses and better serve their customers.We are building a global technology company that makes life-changing financial products and services available to more people nationwide, reshaping the financial...
-
Associate in Investor Relations and Marketing
1 month ago
New York, New York, United States ATW Partners Full timeAbout Us:ATW Partners is a prominent investment firm overseeing $1 billion in assets under management (AUM). We are currently engaged in raising our fifth flagship closed-end fund, which emphasizes structured growth, distressed, and special situations investments across public (80%) and private markets (20%). Our objective is to deliver outstanding...
-
Investor Services Supervisor
4 months ago
New York, United States The Rockridge Group Full timeJob DescriptionJob DescriptionTitle: Investor Services SupervisorLOCATION: Dallas or NYC JOB DESCRIPTION:An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by Client X and under the supervision and guidance of a manager and...
-
Investor Relations Sales Associate
3 weeks ago
New York, New York, United States First National Realty Partners Full time**About the Role**We are seeking a highly skilled and experienced Sales Associate to join our team at First National Realty Partners. As a Sales Associate, you will play a critical role in building and maintaining relationships with our investor base, identifying new investment opportunities, and providing exceptional customer service.**Key...
-
Investor Relations Associate
6 days ago
New York, United States Atlantic Group Full timePrimary Responsibilities:Support all elements of fundraising and investor relationsArticulate the Firm's strategy and competitive edge through various investor materialsRespond to investor diligence requests including DDQs, RFPs, portfolio data requests, and moreAssist with investor outreach and conducting research on investor trendsWork with fund...
-
Investor Relations Associate
5 days ago
New York, United States Atlantic Group Full timePrimary Responsibilities:Support all elements of fundraising and investor relationsArticulate the Firm's strategy and competitive edge through various investor materialsRespond to investor diligence requests including DDQs, RFPs, portfolio data requests, and moreAssist with investor outreach and conducting research on investor trendsWork with fund...
-
Investor Relations Senior Associate
2 weeks ago
New York, United States Private Credit Fund (NYC) Full timeOur client is a multi-billion $ private credit fund based in New York City. The investment strategy employs a flexible approach across the credit spectrum and market cycles. This person will be part of a small Investor Relations & fundraising team. This position presents excellent career growth opportunity to LP coverage. Key responsibilities will...
-
Investor Relations Senior Associate
2 weeks ago
New York, United States Private Credit Fund (NYC) Full timeOur client is a multi-billion $ private credit fund based in New York City. The investment strategy employs a flexible approach across the credit spectrum and market cycles. This person will be part of a small Investor Relations & fundraising team. This position presents excellent career growth opportunity to LP coverage. Key responsibilities will...
-
Investor Relations Liaison
3 weeks ago
New York, New York, United States Mission Staffing Full time**Mission Staffing** is seeking a highly skilled **Client Service Analyst** to join our dynamic team. As a key member of our operations team, you will play a critical role in ensuring seamless interactions with our clients and investors.**Responsibilities:**Manage and process various financial transactions, including commitments, capital calls,...
-
new york city, United States Long Ridge Partners Full timeJob descriptionOur client is a leading global investment firm with over $100B AUM. They seek to hire an Investor Relations Associate for the Hedge Fund business covering some of the largest clients of the firm.ResponsibilitiesPrepare presentation and support materials for investor meetingsComplete investor documentation and understanding products to...
-
Investor Relations Administrative Specialist
1 month ago
New York, New York, United States First National Realty Partners Full timeInvestor Relations Support Specialistat First National Realty PartnersThe Investor Relations Support Specialist plays a crucial role in managing all investor-related inquiries, ensuring that requests are addressed efficiently and effectively. This position is pivotal in facilitating communication between investors and the company, with no direct reports.KEY...
Client & Investor Operations Associate
4 months ago
About the Company
Secfi is a startup, trusted by thousands of startup employees. We help individuals and shareholders understand, maximize and unlock the value of their equity. We provide financing, education, and wealth management to assist employees on their journey from startup to exit and enable them to own a stake in the company they helped build. Currently, we have worked with employees from more than 80% of all U.S. unicorns. We also offer investors unique access to a diversified portfolio of high-growth pre-IPO private companies.
At Secfi, we operate through three distinct business units:
- Liquidity: Specializes in solutions for employees to get cash for their pre-IPO equity including non-recourse financing and secondary sales.
- Asset Management: Secfi’s alternative investment manager investing in a diversified portfolio of growth and pre-IPO tech companies.
- Wealth Management: Provides financial planning and investment management designed for startup professionals and those with equity compensation.
Our core values — We are the customer | No assholes | We think, decide, and act — are embedded in everything we do.
About the Team
Our Client & Investor Operations team is instrumental to Secfi’s core mission. The team works closely with clients, prospects, and investors to guide them through the financing journey, ultimately helping individuals finance their pre-IPO equity, for what is often one of their most important financial decisions.
About the Role
The Client & Investor Operations Associate will own the processes associated with Secfi’s Liquidity teams. They will ensure that clients have a streamlined transaction and settlements experience by coordinating with multiple stakeholders including our investment funds and business development team. We are looking for self-starters who are never satisfied and are always looking to improve processes internally and to be a champion for our clients and capital partners.
Responsibilities Include
- Develop processes to help Secfi scale activities related to financing and settlement transactions.
- Lead projects that will help improve efficiencies and scale for our Client Operations team.
- Work with clients to ensure a smooth and efficient onboarding process
- Own onboarding and deal processes including KYC and contracting.
- Partner with other internal teams such as Capital Markets, Investments, Product, Legal, and Finance to help move initiatives forward that will streamline actions across departments.
- Identify, communicate, and monitor discrepancies and workflow issues that can impact a financing transaction.
- Develop and maintain technical and non-technical documentation and playbooks to assist with defining and explaining processes for both internal and external audiences.
- Serving as a team player as we continue to improve and redesign Operations processes.
What You Bring
- 2+ years experience in an operations or customer support role at a fintech or asset management company.
- Team player with the ability to multitask, work under pressure, and resolve problems and conflicts.
- Ability to meet deadlines, while still maintaining flexibility to prioritize and execute in order to meet client and firm needs and support peak volumes.
- Attention to detail and strong analytical skills.
- Ability to learn financial software tools and strong systems and technology skills.
- Committed to promoting best practices in the application of policies, procedures, and processes related to financing transactions.
- Resourceful and adaptive in a fast-paced, entrepreneurial environment.
Bonus Qualifications
- Experience in high growth VC backed Fintech companies
- Strong understanding of equity compensation
- Experience managing operations within Hubspot
- Series 7 and 63
What We Offer
- Competitive salary
- Retirement benefits (401k + 5% company contribution)
- Employee-friendly equity plan
- Competitive health care plans (100% premium coverage for employees, 75% premium coverage for dependents)
- Attractive and flexible vacation policy
- 4 months of parental leave for primary caregivers and 4 weeks for secondary caregivers
