Fundrise

Investor Operations Analyst

Fundrise

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $55,000 - $75,000 per year

Job Level

Junior

About the role

  • Oversee the processing of investments and transactions
  • Support, maintain and improve the operations of investor-related processes
  • Seek to automate and streamline various processes
  • Onboard and verify new clients while maintaining legal compliance
  • Support our Investor Relations team, along with other various teams throughout the organization
  • Work with third party partners to maintain a high level of service for our clients
  • Ensure we are providing the highest level of service to our clients

Requirements

  • Exceptional attention to detail
  • Strong verbal communication and interpersonal skills
  • A humble, can-do attitude and ability to juggle multiple priorities simultaneously
  • Strong initiative and curiosity
  • Client servicing mindset
  • Knack for problem solving
  • Bachelor's degree in Accounting, Finance or related field
  • 1 year of related experience at a bank, wealth management firm, or similar institution
Benefits
  • Remote-first work environment (must live in the United States)
  • Competitive medical, dental, and vision insurance- Fundrise contributes to both employee and dependent premiums
  • Flexible Spending Accounts for medical expenses, dependent care, and parking
  • 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
  • Fully covered life insurance and short-term disability
  • Significant equity via our employee stock grant program
  • Gympass benefit including mental health resources
  • Flexible PTO
  • Employee Assistance Program
  • Paid parental leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment processingtransaction processingclient onboardinglegal complianceprocess automationoperations improvementproblem solving
Soft skills
attention to detailverbal communicationinterpersonal skillsinitiativecuriosityclient servicing mindsetability to juggle multiple priorities
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in related field