Senior Manager Investor Operations
Alumni Ventures is a venture capital firm.
About Alumni Ventures
Founded in 2014, Alumni Ventures democratizes access to venture capital by sourcing and rigorously vetting startup investments, then offering diversified funds and deal-by-deal syndicates to accredited investors and institutions. Its platform spans multiple sectors, stages, geographies, and investment themes, including AI, healthcare, deep tech, fintech, blockchain, and digital assets. AV also operates investing clubs and AV Academy, and supports portfolio companies through co-investment, founder networking, recruiting, customer introductions, events, and other platform services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own and improve recurring investor reporting, distribution, service, and feedback programs. You will coordinate cross-functional delivery, manage service operations and escalations, develop dashboards, identify automation opportunities, and maintain process documentation and playbooks.
Requirements
- 5+ years of experience in investor operations, financial services operations, client operations, or a related field
- Project management experience running complex multi-stakeholder programs
- Experience with data, reporting, financial calculations, and data management
- Experience with workflow or service management tools such as Jira
- Working knowledge of HubSpot or similar CRM or marketing platforms
- Process improvement and automation experience
- Written communication skills for documentation, project communications, and stakeholder updates
- Ability to manage multiple concurrent programs and adapt to shifting priorities
Responsibilities
- Manage recurring investor reporting and distribution programs, including quarterly fund distributions, K-1 delivery, and fund performance reports
- Coordinate cross-functional execution across Finance, Technology, Fund Accounting, and Communications
- Lead post-mortems for recurring program cycles
- Own investor service operations and the cross-functional request management system
- Monitor and improve SLA performance, backlogs, and escalation processes
- Manage the quarterly investor NPS program, including segmentation, HubSpot configuration, analysis, and historical tracking
- Identify and implement automation and process improvements with cross-functional partners
- Develop dashboards and operational reporting for leadership
- Build and maintain process documentation, SOPs, and playbooks
Benefits
- Comprehensive health coverage with employer-funded deductible support and HSA contributions
- Dental and vision plans
- HSA, FSA, and commuter benefits with monthly employer contribution
- 401(k) with company match and immediate vesting
- Company-paid life and disability insurance
- Employee assistance program, health advocacy, and wellness resources
- Flexible unlimited PTO
- Paid parental leave
- 10 company holidays