Yieldstreet

Investor Operations Associate

NEW YORK, NYPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Yieldstreet

  • Job overview

    The Investor Operations Associate at Yieldstreet plays a crucial role in managing operational excellence for the investor experience, focusing on partnership accounting, reconciliation, and investor inquiries.

  • Responsibilities and impact

    Daily responsibilities include managing support software, leading reconciliation processes, handling subscription and distribution processing, overseeing payment transfers, and managing middle office operations.

  • Compensation and benefits

    The salary range is $80,000 - $120,000, with additional benefits including health coverage, unlimited PTO, 401k match, and equity options.

  • Experience and skills

    Candidates need a Bachelor's degree in a relevant field and 3-7 years of operations experience in financial services or related areas, with a strong knowledge of fund structures and portfolio accounting software.

  • Career development

    Opportunities for professional growth include working with a diverse team and gaining exposure to various aspects of private market investments.

  • Work environment and culture

    Yieldstreet promotes a hybrid work environment with a diverse team culture, emphasizing social interactions and team-building activities.

  • Company information

    Yieldstreet is a leading private market investment platform focused on providing access to alternative investments across various sectors, aiming to diversify investor portfolios.

  • Team overview

    The team is diverse, consisting of members from multiple countries, fostering collaboration and a supportive work environment.

  • Job location and travel

    The position offers a hybrid work model, allowing for both in-office and remote work options.

  • Application process

    Interested applicants should submit their resumes and cover letters, detailing their relevant experience and skills.

  • Unique job features

    Unique aspects of the job include the opportunity to work with top-tier investment managers and participate in a mission-driven environment focused on alternative investments.

Company overview

Yieldstreet is an alternative investment platform that provides access to asset classes traditionally dominated by institutional investors, such as real estate, art, marine, and legal finance. They make money by charging management fees and earning interest spreads on the investments they offer. Founded in 2015, Yieldstreet has grown rapidly, driven by its mission to democratize investing and offer opportunities for wealth creation outside of the stock market.

How to land this job

  • Tailor your resume to emphasize your experience in investor operations, particularly in areas such as partnership accounting, reconciliation, and payment processing, as these are crucial for the Investor Operations Associate role at Yieldstreet.

  • Highlight your proficiency with relevant software and systems, such as Geneva, World Investor, and Excel, as well as your project management skills, to align closely with the job requirements.

  • Apply through multiple platforms, including Yieldstreet's corporate site and LinkedIn, to maximize your chances of being noticed for this position.

  • Connect with professionals in the Investor Operations division at Yieldstreet on LinkedIn to gather insights about the role and demonstrate your genuine interest in the company.

  • Use ice breakers such as discussing your enthusiasm for alternative investments or asking about their experiences with Yieldstreet's operational processes to engage in meaningful conversations.

  • Optimize your resume for ATS by incorporating keywords from the job description, such as 'reconciliation', 'capital account balance', and 'ACH processing', to enhance your visibility during the application screening process.

  • Consider using Jennie Johnson's Power Apply feature, which can assist you in tailoring your applications, identifying suitable platforms to apply through, and connecting with relevant professionals to streamline your job search.

Jennie Johnson works for you!

Here’s what we do to make sure you’re successful:

  • Targeted Resume Revamp:

    We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.

  • Job Description Dissection:

    Unpack the job posting with expert analysis, ensuring your application hits every key requirement.

  • Bespoke Cover Letter:

    Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.

  • Interview Mastery:

    Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.

  • Direct Application Insights:

    Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.

  • Skills and Gaps Assessment:

    Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.

  • Personalized Email Pitch:

    Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.

  • In-depth Research Guide:

    Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.

  • Detailed Company Analysis:

    Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.

  • Strategic Candidate Overview:

    Understand your unique value and why companies would want to interview you, highlighting your background and positioning.