Associate to Manager | Venture Ops
4 weeks ago
About the Company:
We are a wealth tech platform focused on providing startup equity investments, pre-IPO shares, and a diverse range of alternative wealth products. Since 2022, our mission has been to provide liquidity to startup operators and offer investors access to high-potential private market opportunities.
About The Role - Venture Ops | Associate to Manager
We are looking for stellar individual who can act as techno-generalists in our deals team to work on varying degrees of problems across transaction management, investor relations and end-to-end client operations.
The role is ideally tailored for individuals with experience in Financial Services or investment tech platforms or PE/VC space and have an all-round understanding of start-up investments along with it’s transaction journey and are eager to immerse themselves in a high-pressure environment, alongside a founding team building for the next generation of wealthy.
Experience with AIF operations and legal matters relating to fundraising is a big plus.
Key Responsibilities :
AIF and investor operations :
- Handling KYC and onboarding of the investors on the platform
- Handling queries related to their investments
- Managing settlements & reconciliations of funds
- Continuous automation of operations by designing and implementing SOPs to optimize and enhance the ongoing customer operations and experience
- Work with product, technology, compliance and business team to understand and address new developments and regulations and help in managing entire project from incubation to release stage
- Work with various financial intermediaries /stakeholders on AIF reporting, compliance and data management
Transaction management :
- Lead end-to-end transaction cycle of start-up deals, from onboarding to final closure
- Coordinate with startup founders and other stakeholders to execute defined workstreams in the transaction process
- Collaborate with legal and operational teams to ensure smooth execution and mitigate risks
New initiative :
- Support IC strategic initiatives including product and business development activities
- Support organising Demo days, learning sessions & other events
The Ideal Candidate:
- Post graduate or MBA or CA/CS with about 2-3 yrs of work experience
- Experience with client operations, fund operations, and transaction management is essential
- Understanding of the SEBI regulations with respect to KYCs
- Outstanding track record of academic achievement with excellent communication skills
- Has attention to detail, structured approach and thrives for excellence
- Passionate about early-stage investing, technology and start-ups
- Temperament to work in cross-functional teams and ability to interact and coordinate with other businesses, teams and individuals for execution
- Knows their way around Excel and PPT
Best things about the job:
- A unique shot to solve a pathbreaking problem statement, not attempted at scale anywhere globally 🚀
- Dive into the dynamic start-up ecosystem, where visionary entrepreneurs and angel investors fuel ground breaking ideas.
- A great opportunity to learn and develop yourself, immense career growth. We just got started. Things will get serious very, very soon.
- Be part of the most entertaining core team you will find
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