Analyst - Private Investments at Assure

| Salt Lake City, UT
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Company

Full-service SPV/Syndicate Administration from startup to shut down. Assure is the pioneering, industry-leading provider of comprehensive structuring and administrative services for the syndicate and venture investment community. Assure offers professional, high-quality services and innovative software that streamlines setting up, closing and managing back-office fund administration for angel and private asset investing. Assure specializes in Special Purpose Vehicles (SPVs) and is the largest provider in the United States having completed over 6,600 SPVs to date. Specifically, Assure establishes and manages the investment vehicles needed for venture capital funds and high net worth individuals to invest in all asset classes, including but not limited to startups, real estate, secondaries, oil and gas, and art throughout the US and internationally. Assure's clients range from venture capital and private equity fund managers, to equity crowdfunding platforms, angel groups and investor networks. Some of Assure's notable clients include AngelList, Equity Zen, Launch, Forge, Republic, Techcoast Angels, Miami Angels and many more deal makers.

Work Environment

At Assure we are highly interested in team chemistry and company culture. Collaboration and working closely with team members is necessary. The company culture is a mixture of family friendly, fun light sarcastic atmosphere and head down getting work done.

Equal Employment Opportunity Commission (EEOC) statement

Assure is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.

Website
www.assure.co

Requirements

Job Description

Assure is an investment fund creation, administration, data and tech company. Assure is hiring an Analysts to be growth-focused contributors working closely with our operations team and clients. They will discover new ways to improve Quality Assurance within our existing Client Delivery process. This person will own the current output of client information, the tracking of efficiencies obtained over-time, and the improvement of the timeliness in our deliverables to clients within our delivery cycles. Position aspects may involve routing incoming communication, coordination of deal completion, manage document flow, request corporate documents, oversee deal flow, coordinate issue resolution and be the primary contact for related clients and investors. The position is now open to hardworking, highly organized self-starters comfortable in a fast-paced environment. Analysts work in close collaboration with other departments to solve problems and provide resolutions to Assure's clients. The Analyst is a position that requires regular in-person attendance in the office and punctuality to ensure optimal productivity and customer service.

Duties include

Working as a member of our deal creation and management teams, managing client investment vehicles.
  • Creating investment deals by updating the investor tracker.
  • Requesting bank account information and the wiring activity.
  • Completing the subscription documents process including setting up DocuSign packets, creating PowerForms and updating signature blocks when needed.
  • Confirming consent for Power of Attorney and communicating with investors as needed.
  • Coordinate issue resolutions between teams and clients
  • Manage docusign flows

Our ideal candidate will possess the following traits and knowledge
  • A passion for helping our clients succeed
  • Excellent organizational and analytical skills
  • An ability to drive multiple accounts simultaneously, each at different stages, to plan, organize and complete work assignments in a timely and accurate manner
  • Outstanding written and verbal communication with the ability to present at the highest levels of an organization
  • High energy, positive attitude, proactive problem solver who hustles
  • Detail orientation, organized, and efficient in their ability to multi-task
  • Ability to interact with all levels of associates and work in a team-oriented environment, handling confidential information in a discreet, professional manner
  • Must be dependable and able to work independently with minimal supervision
  • Must have a strong service orientation, with excellent follow-up / follow-through
  • Must be willing to embrace change and be able to implement change
  • Must have the highest degree of integrity and ethics


Benefits

Total Compensation

  • A competitive base salary, performance-based bonus, and 401k match up to 3%.
  • Core benefits offering of medical/dental/vision, with the company contribution to medical benefit for employee and family.
  • Company paid employee life insurance, short term disability, long term disability, and employee assistance program.
  • Accrued vacation, Birthday off, Floating Holidays, and Sick days.
  • Peer to peer $ recognition program, monthly all team lunches and activity, quarterly service projects.
  • Opportunity to make a real contribution to a tech company on a high growth trajectory, in the private equity industry.
More Information on Assure
Assure operates in the Angel or VC Firm industry. The company is located in Salt Lake City, UT. Assure was founded in 2012. It has 132 total employees. To see all 3 open jobs at Assure, click here.
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