Petra Funds Group
San Diego, CA

Investment Operations - Analyst (Venture Capital)

Onsite$82,000 - $123,000/yrPosted 3 weeks agoVisa Sponsorship

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Job details

Location
San Diego, CA
Work type
Onsite
Compensation
$82,000 - $123,000/yr
Visa
Sponsorship available
Posted
3 weeks ago
Apply on
boards.greenhouse.io

About this role

Petra Funds Group is a rapidly growing Global Private Markets firm that provides customized investment and advisory solutions. They are seeking a self-motivated and highly organized professional to join their Investment Operations team supporting Venture Capital transaction execution, managing concurrent deals and ensuring stakeholders are informed throughout the process.

What you'll do:

  • Prepare client allocations across the platform for each VC investment transaction
  • Support transaction funding logistics, including capital calls and tracking of recallable/recycled capital
  • Provide hands-on support on complex operational matters including FX, deal syndications, and bridge financing
  • Monitor each deal end-to-end through Power BI reporting, ensuring alignment with internal close protocols
  • Coordinate the Investment, Legal, Tax, Accounting, and Treasury teams to keep transactions on track
  • Own the latest deal-process updates and ensure the right stakeholders are informed at the right time
  • Manage information flow into and out of the deal team

What they're looking for:

  • 1-4 years of relevant experience in Middle office or other investment fund related role is preferred but not necessary
  • Experience in fund-of-fund trading or Venture Capital is a plus
  • Familiarity With LP Interest secondaries and co-investments is strongly preferred, not required
  • Demonstrates commitment, accuracy and attention to detail, even in a high-volume, fast-paced environment
  • Takes initiative and ownership of responsibilities assigned
  • Ability to prioritize activities while working on multiple projects and achieve target deadlines
  • Highly motivated with a willingness to learn
  • Passion for fast-paced learning, especially in a technology-enabled environment
  • Good analytical skills with a flair for processes as well as good IT skills
  • Strong interpersonal and customer service skills

Benefits:

  • 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
  • Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
  • 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
  • Flexible paid time off to recharge, travel, or take care of what matters most.
  • Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
  • Hybrid work environment that offers flexibility and supports work-life balance.
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About Petra Funds Group

Petra Funds Group
San Diego, CA