Investment Operations Analyst -
Investment Operations Analyst -
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Job Description
Job Title: Investment Operations Analyst
Location: Remote (EST Time zone)
Salary Range: up to 1000 USD
Work Schedule: Monday Friday 9:00 AM to 5:00 PM (EST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
About the Company:
A USbased private equity firm focused on driving transformation in the industrial sector. We emphasize investor relations operational efficiency and strategic growth to deliver impactful outcomes.
Position Overview:
We are seeking a meticulous and proactive Investment Operations Analyst to support our investor relations and investment operations. The role is pivotal in structuring investor communications managing the deal pipeline and maintaining accurate CRM records to enable operational scalability.
Key Responsibilities:
- Investor Communication Support: Prepare and organize correspondence such as investor updates meeting summaries and followups.
- Pipeline Management: Track and monitor deals ensuring timely updates and visibility across pipeline stages.
- CRM Maintenance: Maintain accurate and uptodate CRM data including contact records investment details and communication logs.
- Administrative Coordination: Schedule investor and dealrelated meetings prepare materials and manage calendars for seamless engagement.
- Reporting and Analysis: Generate reports on pipeline metrics CRM activity and investor engagement for internal use.
Qualifications:
Required Skills:
- Bachelors degree in business administration finance or related fields.
- 13 years of experience in administrative operational or investment support roles.
- Proficiency with CRM platforms (Attio preferred but training provided).
- Strong organizational skills with excellent attention to detail.
- Exceptional written and verbal English communication skills.
Preferred Experience:
- Experience supporting USbased teams in finance or private equity.
- Familiarity with investment operations or pipeline tracking.
- Understanding of fundraising processes and basic knowledge of private equity.
What Success Looks Like:
- Wellmaintained and accurate CRM data enabling seamless investor and deal tracking.
- Timely and professional investor communications that strengthen relationships.
- Effective coordination of operational tasks contributing to the firms scalability.
Please note: To ensure prompt processing of your application we kindly request that you submit your resume and an introductory video in English format.
Employment Type
Full Time
