Investment Operations Specialist
About Belltower Fund Group:
Belltower was formed in 2019 as AngelList’s native fund administrator and completed its journey to become an independent company at the end of 2023. Belltower provides fund administration services to the venture space. Our coverage ranges from syndicates to venture funds to first-of-their-kind rolling funds. Our full-service fund management offering abstracts away the complexity of running a fund by integrating the financial reporting, tax, compliance, portfolio management, and other services that managers typically have to cobble together from multiple vendors. Our services, combined with Angellist’s software, enable us to efficiently launch and scale a fund, allowing fund managers to focus on what they do best: investing.
Since 2019, Belltower has supported 20k+ funds representing over $16B in assets under administration, leveraging AngelList’s fund admin software to power the service layer for funds launched on the AngelList platform.
About the Role:
As an Investment Operations Specialist, you will undertake all activities required to make new investments and become an expert on our AngelList platform. This position will report to one of our Investment Operations Leads and you do not need previous financial or investment experience or context.
We are looking for a detail-oriented, organized, and structured thinker who will provide exceptional service to our GPs and LPs behind the scenes by making their experience using our platform seamless. The successful launch of a fundraising campaign requires the coordination of multiple systems and teams (including legal, portfolio operations, venture associates, and more) and in this role, you will be expected to execute workflows and project manage all activities related to new investment set up.
You will:
- Review investment memos and documents for consistency and compliance.
- Record investment data.
- Set up Fundraising Campaigns: ensuring settings are correct in our system, tagging data, and double-checking fund documents for accuracy.
- Drive the fundraising process by working with primarily internal team members, identifying & fixing ops roadblocks.
- Project manage signature processes with companies and investors.
- Review investment documents for key terms and assist with deploying capital to portfolio companies.
- Track and leverage data and analytics to improve processes and workflows.
- Assist customers with general issues and review identity documentation for our KYC/AML processes.
- Process and manage post-close actions and distributions related to past investments made on the AngelList platform.
- Manage a central repository of processes and identify opportunities to promote effective operations.
You have:
- 2+ years in a product support or operations role, ideally at a tech company
- Superb attention to detail - you need to be able to catch the corner case every time
- Exceptional organizational skills and a love of process
- Understanding of core financial concepts and a strong interest in the nuts and bolts of venture finance. Your day-to-day will touch on the legal, accounting, tax, and finance components that underlie the venture financing ecosystem
- Great attitude with the ability to embrace change as we continually improve products and processes
- A deep love of startups
If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another.
Belltower Funds is a remote-first company. This position is fully remote for anyone in the United States.
Benefits: We support our employees in their lives both inside and outside of work.
* See additional details on our benefits here
Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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