Fund Operations Coordinator

Description: Portfolia seeks a Fund Operations Coordinator who will work within a team creating dynamic 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, on-boards new members, organizes monthly video meetings and in-person events, manages a pipeline of entrepreneurial companies, and works with the Leaders of specialized funds 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.

Responsibilities

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

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

  • Communicate with members regarding programmatic logistics and status of investments

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

  • 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 events, pop-ups, educational meetings 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

  • 1-3 years of work interacting with sophisticated customers or within an entrepreneurial setting

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

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

  • Knowledge of entrepreneurial environment 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 multitask

  • 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

  • Positive attitude

  • Some travel required

Perks:

  • Opportunity to get in on the ground floor of a fast-growing young company

  • Opportunity to work with great people, with a friendly and welcoming team, which provides a balance of independent work and team collaboration

  • Opportunity to bring to life a vision that has the capability of shifting the world for women


Seniority Level: Associate

Industry: Financial Services; Venture Capital

Employment Type: Full-time


To apply, email a resume and cover letter to info@portfolia.com with the subject line “Fund Operations Coordinator