Flow is creating powerful software that automates work processes in financial services. Currently in stealth, our team of over 20 people is backed by world class investors. Our goal is to empower professionals by making work simply flow.
Flow is seeking to hire a full-time Operations Associate to join our Operations team. All candidates must have at least 1-2 years of hands-on transactional legal, compliance, and/or operations experience in the equity, financial, or venture capital ecosystem.
About You:
Flow is seeking individuals that value personal growth. At Flow, we are building an environment that supports career growth and affords opportunities to work with great people and technology. You value working for a startup because having a substantial impact on the company is important to you. You are hardworking but have expectations that there will be a balance between work and personal life. You are professional and know how to be productive without a lot of oversight. You are excited about the opportunity to actively help build a great team and great products. You take satisfaction in solving real-world problems. You consistently seek ways to grow and challenge yourself. You value teamwork and understand that for great teams the whole is really greater than the sum of its parts.
About the Team:
You will be one of the first members of the Operations team. We are a small yet highly effective team. You will report to the Director of Fund Operations but work extensively with the Chief of Staff, Controller, Development Team, and CEO. Everyone works together in our office in The Mission. Due to our team dynamic and its collaborative nature, the role is not remote and your physical presence in the office is important. Our goal is to empower our clients by providing top tier fund administration services.
About the Company:
Flow offers a turn-key solution for professional investors. The core of Flow is about connecting information to the work that needs to be done in an integrated way. By connecting information to work, we automate it and empower people to spend more time focused on what they do best, negotiate and close investments. Last year, Flow started testing its initial thesis with customers and quickly validated the product with over $150 million in investments. Our traction leads to a clear roadmap and attracted great investors to raise enough capital so that we can focus on growing the business and delivering innovative products.
Responsibilities
- Learn and develop client/user processes and procedures quickly and efficiently to support a high growth potential team and company
- Collaborate and integrate operations with accounting, CFO, product development, and sales teams
- Deliverance of high-quality, professional, and innovative products, solutions, and customer service to clients and stakeholders
- Training and management of a team of finance, compliance, and customer service professionals
Values
- Mindful work ethic
- Curious and inquisitive
- Open minded
- Desire to evolve
- Humble and self-aware
Abilities & Skills
- Ability to assess, analyze, edit, and draft various transactional/legal documents related to venture capital and private equity financing
- Adept at agile research-based decision making
- Excellent collaborative leadership, training, and process management capabilities
- Excellent customer/client written and verbal communication
- Proficiency with Microsoft Office Suite, particularly Excel
Education & Experience
- Juris Doctorate recommended, bar membership not required.
- 1-2 years of hands-on transactional, compliance, and/or operations experience in the equity, financial, or venture capital ecosystem
- Experience with KYC/AML requirements for investment advisers and legal entity customers
- Registered Investment Adviser consultation experience, including requirements for Exempt Reporting Advisers
- Business operations experience