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Investor Operations and Relations Coordinator

Remote: 
Full Remote
Experience: 
Expert & Leadership (>10 years)
Work from: 

Offer summary

Qualifications:

Experience in financial operations or administration, Familiarity with compliance regulations, Proficiency in Excel for data analysis, Highly organized and detail-oriented.

Key responsabilities:

  • Maintain relationships with fund's investors
  • Manage daily fund operations and compliance
  • Collaborate on monthly NAV calculations and reports
  • Monitor portfolio risks and operational challenges
  • Manage CRM system and assist with marketing efforts
  • Facilitate fund deposits and redemptions

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PayPam LTD Startup https://paypam.co.il/
11 - 50 Employees
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Job description

Join a Cutting-Edge Tech Fund with Unmatched Flexibility!

Lucid Capital, a pioneering technology-focused investment fund, blends the best of venture capital and hedge-fund models. As the first Israeli fund of its kind, we specialize in deep tech investments across public and private markets. We’re seeking a highly organized and motivated Investor Operations and Relations Coordinator to support our CEO and help drive our fund's success.

This role offers flexible hours and the option for part-time work, making it ideal for professionals seeking work-life balance.

Your Key Responsibilities:
  • Investor Relations: Maintain strong, professional relationships with the fund's investors and serve as their primary point of contact.
  • Operational Coordination: Manage daily fund operations, including overseeing cash flows across multiple banks and brokers, while ensuring regulatory compliance.
  • Fund Administration: Collaborate with the fund administrator on monthly NAV calculations and reporting requirements.
  • Risk Monitoring: Monitor portfolio risks and address any operational challenges as they arise.
  • CRM and Marketing Support: Manage the fund’s CRM system (HubSpot) and assist with marketing and communication efforts.
  • Transaction Oversight: Facilitate fund deposits and redemptions, ensuring smooth and accurate processes.

What We Offer:
  • Flexible Work Arrangements: Work remotely from anywhere with options for part-time or a 4-day workweek.
  • Professional Growth: Gain experience in fintech and investment operations, with pathways to roles such as Financial COO or Equity Analyst.
  • Innovative Environment: Be part of a forward-thinking team shaping the future of tech and investments.
  • Career Development: Learn the inner workings of payments, investments, and deep tech innovations.

What We’re Looking For:
  • Previous experience in financial institutions’ operations or administration is an advantage.
  • Familiarity with KYC, FATCA, and financial compliance regulations.
  • Highly organized, detail-oriented, and reliable.
  • A quick learner with strong analytical and problem-solving skills.
  • Proficient in Excel, including pivot tables and data analysis.

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Problem Solving
  • Analytical Skills
  • Detail Oriented
  • Reliability

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