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Investment & Operations Associate

SquarePeg

Investment & Operations Associate

National
Full Time
Paid
  • Responsibilities

    SquarePeg is working with the CEO of a seed to angel level investment firm to help find his ideal Investment and Operations Associate. Here is his description: I believe the right individual can learn on the job and given the diverse nature of the work involved, they will have to. Though some experience in or exposure to the world of startups, finance or investing would be beneficial to help you hit the ground running, it is not absolutely necessary. Below are some thoughts on what we think would help a candidate be successful in this position. Competencies:

    • Highly Organized
    • Analytical Mindset
    • Reliable (Things do not fall through the cracks. Things that need to get done, get done and done on time. Nothing is ever forgotten, lost or neglected.)
    • Extreme Attention to Detail
    • Tech Savvy (you should be able to master a new tool such as Zapier or QuickBooks Online or setup hosting for a new website with ease)
    • Quick Learner (Excited to learn from others and on ones own independently as the need arises)
    • Research Skills (The internet! You like cold calling people and asking questions.) - Ability to innovate, improvise and come up with creative solutions to problems.

    Traits:

    • Good with numbers (whatever that means)
    • Motivated, Independent, Self-Starter
    • Ability to speak one's mind
    • People skills (Confident, good at coordinating, good at dealing with difficult people.)

    Job Description: I'm an entrepreneur with a couple of exits under my belt, currently managing my own single family office. This involves managing a Diverse Asset Portfolio (more on this below) and various Operating Company and Entrepreneurial Projects. I have more on my plate than I can handle, so I'm looking to groom a right-hand person to be my “mini-me”. Job Responsibilities: You would be working with me on a day-to-day basis and learning directly from me. You'll be in the driver's seat on:

    • Evaluating, making and managing investments ranging from public securities and real estate to startups and emerging industries. (Our startup work has a strong concentration on purpose driven, diverse, and female founded companies.)
    • Helping build, run, fix and grow portfolio companies.
    • Exploring, developing and testing cool new ideas and business opportunities and building new businesses that make an impact.
    • M&A transactions (aka buying and selling businesses).

    There will be some boring stuff like managing family and corporate financials, legal documents and various operational bs that needs to get done when running companies. Other Job Details: Good to know (or should be able to learn quickly):

    • Understanding of basic Finance and Accounting principles
    • Excel!!! (and you need to be good at math)

    Min Years of Experience: 1 Max Years of Experience: 3 Min Salary: 50000 Max Salary: 75000 Required Industries: Angel Investing,Corporate Finance,Operations Consulting Relevant Industries: Investment Management,Real Estate,Venture Capital Required Skills: Accounting,Finance,Investments,Microsoft Excel,Start-ups Relevant Skills: Financials, General Legal, Quickbooks