📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!
🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing
📍 Menlo Park | Hybrid
💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits
Want to break into private markets and work closer to the investment process?
I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies.
This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments - from capital calls and subscriptions to funding coordination and transaction execution.
They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work.
💡 What You'll Do
- Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance
- Coordinate investment documentation, onboarding materials, and operational records
- Assist with funding coordination, wire preparation, and cash movement tracking
- Work with custodians, fund administrators, external managers, and internal investment teams
- Maintain workflow trackers, calendars, and reporting tools
- Support secondary transactions and other investment-related activities
- Identify opportunities to improve processes, automate workflows, and scale operations
Who They're Looking For
- 1–4 years of experience in fund administration, investment operations, or asset management operations
- Exposure to venture capital, private equity, or other private markets is a plus
- Strong organizational skills and attention to detail
- Proficiency in Excel and Microsoft Office
- Clear communication skills and the ability to manage competing priorities
- A technology-forward mindset with an interest in automation and process improvement
- Someone who takes ownership, follows through, and enjoys working in a collaborative environment
🌟 Why This Opportunity Stands Out
- 💰 $115K–$130K base + discretionary bonus typically around 20–30%
- 📈 Profit-sharing plan with eligibility after one year
- 💼 6% 401(k) match
- 🏥 Employee medical, dental, and vision premiums fully covered, plus HSA funding designed to cover the health plan deductible
- 🤝 A stable, tenured team with genuinely supportive colleagues and room to grow
If you're early in your career and want to build a foundation in venture capital, private investment operations, and process automation, this is an opportunity worth exploring. 📩 Reach out to Mahmoud Adam, CPA, on LinkedIn and send me your resume directly.