Investment Ops Associate Jobs

Monitor and manage the performance of portfolio companies

Bachelor's degree or equivalent experience

1 - 5 year professional working experience

Strong communication and interpersonal skills

Conduct modeling and financial analyses

Outreach and find companies that could be potential investments

Bachelors degree in Finance, Economics, Accounting or related

2+ years experience in valuation or investment companies

Assist with the due diligence process by conducting investment models and several analysis

Monitor trends in the investment space

Access and analyze financial data, review valuations and draft commentary and materials for presentations

Great company culture – be part of a collaborate environment!

Develop financial and operational modeling skills

2-3 years of investment banking and/or private equity experience

Exceptional analytical and modeling skills

Excellent interpersonal skills and work ethic

Location: New York City (3 days in office)

1) Co-founder is a prominent and widely recognized figure in the credit space

You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.

You have a strong academic track record and history of achievement.

Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee

You are comfortable and proficient working with data, including using Microsoft Excel, Pitchbook and PowerPoint to generate insights and communicate.

You have a strong academic track record and history of achievement.

Comprehensive Health Package - Medical, dental, and vision plans that are thoughtful and supportive of the needs of each M13 employee.

What's in it for you:

$150,000 - $175,000 a year

Supports SA/VP in submission of Indications of Interest, as directed, and attends Management Presentations, as assigned.

Supports the portfolio company management team’s banking relationship to ensure good communication

2+ years in investment banking, private equity, financial advisory or management consulting

Strong organizational skills and able to manage to a deadline

Extensive knowledge of financial and operating models and related Microsoft Office software

Prior sell-side or buy-side transaction execution experience

Confident and positive, high-energy, cultured, and capable of easily interacting with senior management.

Conduct background checks on the current management of the target company

EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS:

Outstanding analytical skills, detail-oriented, proactive, and self-motivated

Strong knowledge of Excel including advanced function

Experience with cash flow modeling and investment valuation techniques

Experience in project management, process mapping, and SOP creation

Drive continuous improvement to ensure we continually enhance the Grubhub experience - automation and process improvement are top priorities

1+ years of experience with SQL and Tableau

1+ years of experience with Microsoft Excel & Google Suite

1+ years experience with Salesforce, Zendesk, or Jira preferred but not required

Ability to manage time and multiple priorities at once

Prepare and process invoices for payment in a timely manner

First line support for tracker for the repair shops

Assist in preparing unbilled repair report

Assist in updating repairs within tracker

Attend weekly staff meetings and prepare the notes from those meetings and distribute accordingly

Maintaining file system of invoices

Demonstrating knowledge of the roles traditional and alternative asset classes serve in a diversified portfolio

Preparing rebalance recommendations as needed based on IPS targets and spending requirements

At least three years of investment industry experience, working directly and/or indirectly with clients

Bachelor's degree in finance or business-related field

In-depth knowledge of the structure, liquidity, and appropriateness of various investment vehicles

Experience with investment performance measurement and accounting

Experience in full sales cycle including deal closing Demonstrated sales success

Strong communication and presentation skills

Build relationships with prospective clients

Maintain consistent contact with existing clients

Analyze market and establish competitive advantages

Track metrics to ensure targets are hit

Previous experience in investment banking, private equity, or corporate finance.

Bachelor's degree in finance, economics, business administration, or related field. Advanced degree (MBA, CFA) preferred.

Strong analytical and quantitative skills with a solid understanding of financial concepts and valuation methodologies.

Excellent communication and presentation skills to effectively convey complex ideas.

Ability to work collaboratively in a team-oriented environment and manage multiple projects concurrently.

Investment Execution: Assist in executing investment transactions by preparing investment memorandums, coordinating with advisors, conducting negotiations, and assisting in deal structuring.

3-5years of experience, with a preference for Management Consulting, Strategy, Finance / Accounting, or Biz Ops roles

Bachelor’s degree in finance, business, economics, accounting or similar preferred

Strong quantitative modelling & analytical skills, excellent written & verbal communication skills, strong financial acumen

Set goals, report findings, deliver recommendations, and help present progress updates to the

Help the Commercialization team to prioritize, roadmap and drive growth and operational projects

Engage with a wide array of end-consumers and channel partners to better understand industry dynamics and refine recommendations accordingly

•Proven analytical skills and working knowledge in Microsoft Office especially Excel.

•Strong organizational skills, with the ability to prioritize and manage multiple projects simultaneously.

•Prepare financing decks for prospective lenders, review term sheets and loan documents and manage deliverables.

•Manage acquisition and loan closings, settlement statements, document signings, title/escrow, and pro rations.

•Monitor loan reporting requirements, maturities, and other loan covenants.

•Experience with Argus Enterprise is preferred.

Manage the US deal flow of investment opportunities

Passionate about technology, Computer Science or other relevant background with 2+ years of work experience

Understanding and knowledge of key startup metrics: cohorts, churn, ACV, payback, LTV, etc.

Strong interpersonal and empathetic skills to build relationships with entrepreneurs of all backgrounds

Salary between $100-130k depending on experience

: Palo Alto, CA. Can be remote initially

4-6 years experience, must include Management Consulting, Investment Banking or VC/PE experience.

The role is a multi-faceted one and requires project management, analytical, and interpersonal skills.

Advanced Business degree preferred or Bachelors degree with experience in Finance, Investment Banking.

Must have a reliable internet connection (minimum 10 mb download speed) at home for remote and hybrid positions.

Ability to develop, implement, & manage repeatable processes.

Experience in Venture Capital and the startup ecosystem.

Be responsible for the qualitative and quantitative analysis of various investment opportunities of our direct investments.

Support senior investment professionals in due diligence procedures, research and financial modelling.

Prepare materials for senior professionals to use in client meetings, to support the firm's engagement with institutional investors.

Support end-to-end deal execution and liaise with legal or consulting parties on assigned portfolios and investment projects.

Assist in monitoring existing portfolios (both fund and direct investment portfolios), including regular update reports and valuation exercises.

A minimum of 3 years of experience in ecommerce operations, website management or similar

Experience with Asana project management tool preferred

Conduct regular testing to ensure website functionality (navigation, search capabilities, checkout process, overall user experience) while identifying and resolving any issues

Strong understanding of eCommerce platforms, content management systems and online merchandising

Familiarity with inventory management systems and order processing workflows

Proficient in Excel and basic HTML/ CSS experience

Compensation: $150k + healthcare, PTO, and retirement plan

Location: San Diego (Harpoon HQ). This is an in-person and full-time position with occasional travel required.

Fill out this Google Form (https://forms.gle/p8aKwQgPWL9pC8eNA) with basic information.

Provide samples of work that you have previously created, such as presentations, research reports, financial models, etc.

Please communicate clearly, concisely, and impactfully.

Thank you for your consideration. We look forward to hearing from you.

* Manage relationships with entrepreneurs, investors, and other stakeholders.

* Experience with legal document preparation and transaction execution.

* Strong leadership and teamwork skills.

* Experience or interest in the AI sector is highly desirable.

**Company:** AI Studio ( Stealth mode)

* Coordinate and execute venture capital transactions, including term sheet negotiations, legal document preparation, and deal closings.