Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment.
What You'll Do:
Develop an understanding of the firm's investment platform, private market transactions, and operational processes.
Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.
Organize and track investment agreements, onboarding documents, and other transaction-related materials.
Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.
Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.
Assist with funding activities, wire preparation, and tracking cash movements.
Support secondary transactions and other investment-related projects.
Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.
Help develop and maintain procedures and documentation as the platform continues to grow.
Bring a high level of accountability, organization, and attention to detail to daily responsibilities.
Review key factors to help you decide if the role fits your goals.