Operations Analyst II

HireTalent; New York (NY); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a detail-oriented Deal Operations Specialist to support its investment and finance teams. This role involves maintaining data integrity within the CRM, collaborating with investors for accurate deal flow, and assisting in financial reviews of portfolio companies. Ideal for someone early in their career, this position offers exposure to top-tier venture capital operations. Join a dynamic team where your contributions will directly impact investment strategies and operational excellence. If you're ready to engage with senior stakeholders and make a difference in a fast-paced environment, this opportunity is for you.

Qualifications

• 2+ years in venture capital or related industry.
• Strong analytical skills and attention to detail.

Responsibilities

• Maintain and update CRM data for investment opportunities.
• Assist finance team with portfolio company financials.
• Coordinate deal flow and ensure accurate documentation.

Skills

Salesforce Sales Cloud

Venture Capital Experience

Communication Skills

Attention to Detail

Financial Acumen

Education

Bachelor’s degree in Finance, Accounting, Business

Tools

Microsoft Excel

Google Workspace

Job description

Aside from the job description, can you provide an overview of what a day for this contractor will look like? Working with our investment team to track all active investment opportunities, working with the Finance team to track quarterly processes involve our portfolio companies.

Must have skills: Salesforce Sales Cloud (not admin. updating/maintaining data), some exposure to Venture Capital and/or an investment firm, comfortable interfacing with executives.

How quickly are you looking to interview/hire? I am prioritizing finding the right person rather than finding someone fast.

I understand this is approximately a 06/01/2025 to 05/31/2026 contract. Any possibility of extension or going perm? Yes, ideally the right person would be extended for an additional year. Right now, it is very very hard to get FTE approved so I don't want to make any promises, but it is generally recognized by my leadership that we would like this role to become FTE.

This role is located in New York - New York.

Can this position be fully remote? Yes, although needs to have working time overlap with San Francisco, New York, and London.

Onsite?: Not Required, but the team is distributed across San Francisco, New York, and London - candidate would be willing to come to work from the office with one of our teams.

Any specific time zones this candidate will need to work to accommodate? Yes, must have at least a little overlap with San Francisco, New York, and London - this is why New York / EST is the ideal time zone.

How many interview rounds and will there be any assessments? 3 rounds, no formal assessments but I will ask questions to check knowledge.

Years of Experience: How many years of experience would you consider overqualified? 6+; How many years of experience would you consider underqualified? 0-2.

Any other critical details to note for our suppliers? This is a really exciting opportunity for someone earlier in their career to get in-depth exposure to how one of the top corporate Venture Capital firms in the world operates.

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ACTUAL TITLE: Deal Operations Specialist

We are seeking an organized, detail-oriented Deal Operations Specialist to support our investment and finance teams. This role will be primarily responsible for maintaining data integrity within our CRM, collaborating with investors to ensure all deal flow is captured accurately, and assisting the finance team with reviewing and processing portfolio company financials. Additionally, this role will capture and maintain portfolio investment data, ensure deal memos and documentation are properly filed, and perform other critical operational tasks. The ideal candidate will have demonstrated VC industry experience, familiarity with financial statements, knowledge of SaaS metrics, strong skills, and a keen eye for accuracy and completeness. Additionally, the ideal candidate will demonstrate strong communication, relationship-building, and follow-up skills to engage effectively with senior-level stakeholders who have demanding schedules.

Key Responsibilities

1. CRM Data Management: In collaboration with the global investment team, maintain and update company and investment opportunity data. Refine processes to ensure data quality, consistency, and timely entry of relevant information. Manage data collection for portfolio company onboarding.
2. Deal Flow Coordination & Documentation: Collaborate with investors to capture and record new investment opportunities, updates on ongoing deals, and relevant follow-ups. Monitor deal stages, maintain accurate pipeline statuses, and communicate any issues or missing information to the investment team. Ensure deal memos and other key investment documentation are properly filed and easily accessible. Track investment committee votes and feedback processes. Capture closed investment data, organize final terms, and record post-deal notes.
3. Portfolio Financial Support: Assist the finance team with processing and reviewing financial statements from portfolio companies. Verify data completeness and accuracy by validating documentation, financial metrics, and resolving discrepancies. Review and audit portfolio company tear sheets, summarizing all key data points of our investment and the company's performance. Coordinate with portfolio company contacts to gather additional information and clarify any irregularities.

Required Qualifications

• Venture Capital Experience: Minimum of 2+ years working in a venture capital setting or closely related industry.
• Executive Presence & Communication: Demonstrated ability to engage confidently with high-level stakeholders, proactively gather details in a fast-paced environment, and diplomatically drive processes forward.
• CRM Proficiency: Proven experience managing and updating a database, generating reports, and maintaining data integrity.
• Financial Acumen: Familiarity with venture capital deal documents (e.g., term sheets, cap tables, MRLs).
• Attention to Detail: Strong organizational and analytical skills with a track record of accurate data entry and document processing.
• Communication Skills: Excellent verbal and written communication skills, with a focus on collaborative problem-solving among cross-functional teams.
• Technical Skills: Proficiency in Microsoft Excel, Google Workspace, or equivalent tools.

Preferred Qualifications

• Advanced certifications (e.g., Administrator).
• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Experience working with portfolio reporting platforms or fund management systems.
• Strong understanding of venture capital deal structures and associated documentation.