Investor Operations Analyst, Fundrise

• We are looking for a highly motivated individual who thrives in a dynamic, fast-paced team environment with the initiative to support the development of new processes and systems, and the ability to drive results
• 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

Desirable

• The Investor Operations team supports the day-to-day operations of our client facing Investor Relations team, along with other teams throughout the organization
• As an Investor Operations Analyst, you will serve as a critical member of the Investor Operations team, primarily focused on processing and managing the flow of investments and transactions from start to finish
• Day-to-day, you’ll be onboarding new investors through verification and compliance checks, processing investments and transactions, and ensuring seamless coordination with both internal teams (such as Investor Relations, Engineering, and Product) and external partners to maintain high service standards
• Beyond executing these core operational tasks, you'll be expected to actively identify opportunities to streamline and automate workflows, acting as both a reliable processor and a continuous improvement agent who helps evolve how Fundrise delivers investor services at scale
• 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