Operations Support Analyst (Portfolio)

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote or Hybrid
Junior
Blockchain • Fintech • Cryptocurrency • Web3
Republic gives people the power to invest in the future they believe in.
The Role
Supports portfolio companies with shareholder consents, fundraising, wind-up, and S/EIS tax-relief requests. Reviews submissions for missing information, follows up with stakeholders and HMRC, tracks requests in Monday.com and Salesforce, organizes information for Portfolio Associates, maintains documentation, and supports compliant, efficient workflows.
Summary Generated by Built In
Overview:
Republic is a financial technology firm that allows everyone to invest in private markets. Republic operates several distinct business lines including a retail investment platform, a private capital division, and a blockchain advisory practice. The Republic ecosystem has deployed over $1.5 billion in investments, has supported over 600 companies, and is comprised of a community of over 1.5M users across 100 countries. Republic is backed by dozens of leading investment firms and financial institutions and its affiliated entities have co-invested with the best names in venture and private equity. Founded in 2016, Republic is headquartered in New York City with offices worldwide.
In 2021, Seedrs joined forces with Republic to accelerate their shared mission to democratize access to investing, capital raising, and community building. Seedrs has now evolved to Republic Europe and it operates the European arm of Republic’s global ecosystem – a collection of optimized financial services built that includes a Digital Merchant Bank, a Global Equities Marketplace and a Capitalization Team.
The Company is seeking an Operations Support Analyst (Porfolio) who will collaborate with the portfolio companies on shareholder requests relating to consents, fundraising and/or wind ups. This role will assist the Portfolio team in capturing information needed to make decisions on these matters. The responsibilities are crucial in effectively managing our portfolio companies to safeguard the interests of our investors.
Job Responsibilities:
1. Serve as the first point of contact for portfolio companies submitting shareholder requests (e.g., shareholder consents, fundraising, or wind-ups).
2. Preparing and submitting tax applications for investors for S/EIS tax relief, identifying missing information and contacting companies and liaising with HMRC to complete the application
3. Review incoming requests and identify missing or incomplete information using provided checklists.
4. Follow up with portfolio companies via email to gather required information promptly and accurately.
5. Maintain regular communication to ensure timely responses and updates on request statuses.
6. Organize and present collected information in a clear, structured format to assist Portfolio Associates in decision-making.
7. Support documentation and administrative tasks related to shareholder requests. Accurately log and track each shareholder request using tools such as Monday.com and Salesforce.
8. Collaborate with the Portfolio Team to ensure consistency and compliance with internal processes.
9. Contribute to the continuous improvement of team workflows and documentation standards.
Requirements:
1. Bachelor’s degree in Business, Finance, or a related field is preferred to ensure a strong foundation in investments, company structures, and stakeholder engagement.
2. 1–2 years of experience in client services, investment operations, or administrative support, ideally within a startup, financial services, or fast-paced tech environment.
3. Strong analytical and problem-solving skills to assess shareholder requests and identify required information.
4. Excellent organizational and time management abilities to handle multiple tasks and follow-ups effectively.
5. Proactive and detail-oriented mindset, with the ability to work independently and manage deadlines.
6. Clear and concise written and verbal communication skills for interacting with portfolio companies and internal teams.
7. Proficiency in project management tools such as Salesforce for tracking and organizing requests.
8. Comfortable working in a dynamic, collaborative environment and contributing to continuous process improvement.
Why Join Republic?
The business is accelerating at a rapid pace. Republic is a venture-backed company with real traction across crowdfunding, private investing options and crypto. We recently closed a $150M Series B funding led by Valor Equity Partners. We value the members of our team and strive to offer competitive benefits to support their whole selves.

Skills Required

  • 1-2 years of experience in client services, investment operations, or administrative support
  • Strong analytical and problem-solving skills
  • Excellent organizational and time management abilities
  • Proactive and detail-oriented mindset
  • Clear and concise written and verbal communication skills
  • Proficiency in project management tools such as Salesforce
  • Comfort working in a dynamic, collaborative environment and contributing to process improvement
  • Bachelor's degree in Business, Finance, or a related field
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The Company
HQ: Davenport, IA
380 Employees
Year Founded: 2016

What We Do

Headquartered in New York City, Republic is a global financial firm operating an enterprise-focused digital merchant bank and a network of retail-focused investment platforms. With a deep track record of legal and technical innovation, Republic is known for providing access to new asset classes to investors of all types. Backed by Morgan Stanley, Valor Equity Partners, Galaxy Interactive, Hashed, AngelList and other leading institutions, Republic boasts a global portfolio of over 2,000 companies and a community of nearly three million members in over 150 countries. More than $3 billion has been deployed through investment platforms, funds, and firms within the Republic family of companies. Successful entertainment raises like Skybound (Walking Dead, Invincible), Bucket List Studios, and Lil Pump have raised tens of millions of dollars, often filling the available allocation in less than 24 hours. Republic has established operations in the US, the UK, EU, the UAE, South Korea, and Singapore.

Why Work With Us

Republic was founded by alumni from AngelList, the largest online platform for private investing. Since then, we have built a team and a network of the top people from the startup, venture capital, and investment worlds.

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