Manhattan Venture Partners (MVP) is seeking a full time Sales / Operations Assistant. MVP is a NYC-based investment manager, investing in late-stage, pre-IPO companies.

Job Summary:

This individual will be responsible for providing full scope support to a team of financial professionals.
Responsibilities include, but are not limited to:

• Member of the Operations Team serving as a primary point of contact with the firm’s US and international investor base, comprising family offices, institutions and high net worth individuals
• Assisting clients in completing subscription agreements and in providing relevant background documents
• Responding to client requests
• Interacting with the compliance department and fund administrator to ensure all requirements have been completed
• Tracking investor funds
• Handling inbound/outbound client calls
• Arrange meetings and phone calls
• Maintain detailed client records across multiple platforms

Requirements:

• College degree a plus
• Minimum of 3 years relevant experience
• Experience with Salesforce or other CRM

Preferred Skills / Qualifications:

• Experience with a broker-dealer, investment manager or other financial services firm
• Strong verbal and written communication
• Superb customer service skills
• Ability to multitask and work in a fast-paced team environment
• Detail-oriented
• Expertise with Google Workspace and Microsoft Office applications
• Experience with Asana
• Experience with DocSend
• Series 7/63 licenses

Total Compensation: Salary range of $60,000 - $85,000 (commensurate with experience) plus bonus. Total compensation with bonus approximately $100,000 or higher.

Job Type: Full-time

Remote work a possibility

Job Type: Full-time

Pay: $60,000.00 - $85,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in New York, NY 10016