Senior Business Operations, Investment Operations Specialist

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Entrepreneur Cooperative

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💼 Consulting

📣 Marketing

📚 Education

Consulting • Marketing • Education

Entrepreneur Cooperative is a community organization designed for founders and entrepreneurs looking to navigate business growth and exit strategies. By offering mentorship pairing seasoned entrepreneurs with newcomers, alongside customized educational initiatives, ECo fosters a supportive environment for members at various stages of their entrepreneurial journey. The cooperative model empowers members to shape the organization's direction, focused on mutual success through shared experiences and resources.

📋 Description

• Coordinate daily business operations across multiple teams • Manage leadership calendars, meetings, and cross-functional initiatives • Support weekly operational reviews and quarterly business planning • Develop and improve operational playbooks, documentation, and reporting • Manage vendors, subscriptions, and internal business systems • Own recruiting coordination, interview scheduling, onboarding, and offboarding • Maintain HR records and support people operations • Help foster a collaborative and engaging remote culture • Manage investor communications and coordinate meetings • Prepare leadership materials and board meeting logistics • Coordinate executive travel and strategic initiatives • Track priorities and ensure timely follow-up across leadership projects • Support expense management, invoices, reimbursements, payroll coordination, and financial administration • Assist with fund operations, including investor onboarding, subscriptions, redemptions, transfers, and fund administration activities • Review fund reporting and NAV information before leadership approval • Support capital calls, distributions, fee calculations, and investor reporting • Assist with new fund launches and operational setup • Coordinate with external fund administrators and internal finance teams • Become the internal expert on operational systems • Identify opportunities to improve workflows through AI and automation • Build AI-powered workflows, automations, and agents • Measure operational improvements through efficiency gains and scalability • Support outbound sales initiatives and communication campaigns • Assist with CRM management and business development operations

🎯 Requirements

• C2 / Near-native English proficiency • 8+ years of experience in Business Operations, Operations, Chief of Staff, Finance Operations, Fund Operations, or similar cross-functional roles • Previous experience working in a fast-paced startup environment • Strong understanding of accounting principles, including P&L, Balance Sheet, and Cash Flow • Experience supporting finance operations and business processes • Exceptional organizational, communication, and project management skills • Strong systems thinking with a continuous improvement mindset • Hands-on experience using AI tools and workflow automation • High level of ownership and discretion • Ability to manage confidential information • Comfortable working directly with founders and executive leadership • Experience in investment management, asset management, capital markets, hedge funds, private equity, venture capital, wealth management, family offices, or fund administration preferred • Experience reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting preferred • Experience with accounting, financial operations, or controller support preferred • Experience building automations using Zapier, Make, AI agents, or similar platforms preferred • Recruiting, HR, or People Operations experience preferred • Must overlap with U.S. Eastern business hours • Resume/CV must be submitted in English

🏖️ Benefits

• Competitive compensation paid in USD • Fully remote opportunity • Work directly with founders and executive leadership • High-impact role with significant ownership • Opportunity to help build and scale an innovative investment management platform • AI-first, technology-driven environment • Long-term career growth within a fast-growing company