Fund Experience Coordinator

Location: Menlo Park, CA
Type: Full-Time

Description
Portfolia seeks a Fund Experience Coordinator who will work within a team of other coordinators, bringing on new members, creating group investing experiences, and working with entrepreneurs – mainly via internet/video but with some in-person interaction. This is not an investment analyst position, and applicants require no financial analysis experience. You will be part of creating a new generation of women entrepreneurial investors. This position manages communications with member investors and prospective members, on-boards new members, organizes monthly video meetings and in-person ‘pop-ups,’ manages a pipeline of entrepreneurial companies, and works with the Leaders of each fund to finalize investments. This role requires excellent organizational skills and excellent people skills. Note: This role is open to local candidates in the San Francisco Bay Area only.

About Portfolia
Portfolia lets investors green-light the entrepreneurial companies, teams and products they want to see succeed in the marketplace. Portfolia welcomes all accredited* investors--even those new to entrepreneurial investing. We have a special focus on engaging the 5 million affluent women who can technically invest in start-ups, yet fewer than 1/2 of 1% have taken the opportunity. We combine the best of the angel investing world with a strategic micro-fund structure, for both 'learn-by-investing' funds and focused thematic funds. Portfolia packages 6-10 companies, across multiple themes or industries, letting investors diversify with one investment annually. The experience we deliver is engaging, collaborative and educational.

Portfolia intends to educate 1 million new entrepreneurial investors in 5 years and create a multi-billion dollar global network of engaged investors. When we invest in companies we believe in and work together for their success, we create the world we want. The Portfolia Fund currently open is Portfolia FemTech.

Responsibilities

  • Manage a monthly investing process for members, including all communications with members and Lead Investors, through Mail Chimp, Slack, Zoom

  • Proactively communicate investment opportunity and requirements to prospective member investors

  • Create internal marketing presentations and resources, and host and manage video conferences and events to promote Portfolia Funds

  • Create customer toolkits, outreach templates, training materials, and communications resources

  • Manage communications and outreach with both new and prospective members, closing and onboarding them in new funds

  • Manage a pipeline of entrepreneurial companies, and the selection process, for monthly video presentation calls

  • Coordinate and track the efforts of the Fund Lead Investors in final investment decisions

  • Maintain records and updates on investments, and manage quarterly update meetings to all members

  • Assist with the platform, upcoming events, materials/marketing materials for our monthly calls and communications, ensure delivery of items in a timely fashion

  • Create weekly and monthly reporting and represent the customer’s voice to executive team

  • Create and manage IRL events, pop-ups, educational meeting and assist with summits

  • Various additional project-management and administrative duties as needed

Requirements

  • A passion for entrepreneurs, innovation and/or women’s financial empowerment

  • 1-5 years of work interacting with sophisticated customers or within an entrepreneurial setting

  • Be able to add value every day with creating thinking and entrepreneurial tenacity

  • Bachelor’s degree in business, marketing, communications, or relevant field of study

  • Knowledge of entrepreneurial eco-systems or start-up experience is highly regarded

  • Excellent organizational and planning skills with the ability to successfully prioritize and manage multiple projects and priorities simultaneously

  • Absolute attention to detail and ability to multi-task

  • Must be able to work independently with minimal supervision as well as in a collaborative and professional environment

  • Ability to meet deadlines and work well under pressure

  • Superior written and oral business communications skills, with the ability to comfortably and professionally interact with colleagues at all levels

  • Proficiency with Mail Chimp, Slack, Zoom, BOX, Google Docs and MS Office Suite, especially Powerpoint, capacity to learn basic CRM functions

  • Calm under pressure and positive attitude

  • Some travel required