Investment Operations Associate
Core
Transform investment decisions into closed positions and scale private market access for retail investors.
Role type
Investment Operations Associate (Venture Capital/Fintech)
Builds
Closed investment positions, audit files, and transaction settlements for USVC and co-invest vehicles.
Domain
Venture Capital / Private Equity / Fintech
Deliverable
client delivery
Required skills
Investment diligence, end-to-end investment controls, investment documentation, wire approval orchestration, audit file management, exit operations, valuation support, transaction settlement
Preferred skills
AI application for system building, systems mindset, root cause analysis, new control building, adaptability to new transaction structures
Technologies
N/A
Responsibilities
Perform investment diligence, own end-to-end investment controls, complete investment documentation and coordinate execution, orchestrate wire approvals, build and maintain audit files, manage exit operations, support valuation and reporting cycles, settle transactions with custodians