Job Details

Operations Coordinator

Company name

Organization Type

In-House

Job Type

Legal Staff

Years of Experience

Min 5 yrs required

Location

Menlo Park, CA

Date Last Verified

Oct 14,2017

Posted on

Jul 05,2017
Practice Area
Finance >> Finance - General
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Operations Coordinator Duties: Support two critical operational areas for SVB Capital: Investment Operations and Connect. Responsible as one point of contact for all SVB Capital regulatory data on investments. Under guidance from Capital, Finance, legal, compliance and regulatory reporting teams, analyze and compile Capital investment data according to banking rules. Manage completion of the operational aspects of Fund of Fund and Direct Fund investments, including filing legal documents and investment checklists and deliverables. Manage operational matters and storage of legal documents associated with new funds formed. Working with Capital’s third party administrator, prepare quarterly reports of investment details to corporate compliance and regulatory reporting teams. Respond to and coordinate with regulatory relations, Legal and compliance with respect to various examinations of Capital. AML/BSA/OFAC tracking and reporting Dept. of Treasury Regulations analysis, tracking and reporting to regulatory reporting. Sales support for building Family Offices and consultants LP network. Meeting coordination / outreach, including direct client contact for scheduling. Research related to prospecting for new consultant and family office relationships. Materials preparation. Diligence follow-ups. Relationship tracking in database (key outcomes, deadlines and responsibility for next steps) and support of ongoing relationship building plan. Support for tracking interactions, introductions and value proposition for SVB Connect. Database entry of key outcomes and deadlines / responsibility of next steps. Report generation of value add to LPs and GPs. Support of value-add “tool kits” for LP and GPs in SVB connect program. Creation of “market maps” and support in making the creation/updates of these a scalable process (likely database management and automated content creation). Maintenance and gatekeeper to sample data rooms and sample pitch decks. Marketing support for SVB connect program including event coordination.

Qualification and Experience

Requirements: Bachelor's degree or equivalent required. 5+ years of experience in as a paralegal, operational support or specialized administrative function in venture capital. Proven ability to thrive in a fast-paced, dynamic environment. Excellent communication skills (oral, written, and listening). Strong time management skills, i.e., comfortable with balancing and tracking multiple time-sensitive projects and meet deadlines. Demonstrated ability to efficiently gather, appropriately synthesize and analyze complex data. Organized with strong attention to detail. Inclusive, transparent approach to work and communications. Inclination to find efficiencies and improve processes for the team. Discretion and sound judgment to handle sensitive/confidential information. Intellectually curious with a desire to learn new processes and banking rules. Expert in MS Suite (Word, Excel, and PowerPoint).

Additional info

Requisition Number: 4785

Company info

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