As an Investor Operations Analyst, you will manage investment processing, onboarding new investors, ensuring compliance, and improving operational workflows.
Fundrise is a financial technology company that is on a mission to build a better financial system for the individual. Founded in 2012, we’re the largest direct-to-investor real estate investment platform in the United States. We make institutional-quality real estate investments available to individual investors of every size at the touch of a button. We develop software to consume ever more of the value chain of the private investment industry. This pattern is an old story in other industries, but the broader financial system has managed to escape true disruption to date. While today we are focused on how to redefine the process of investing in real estate, we’ve always thought about our mission as bigger than just real estate investment. It’s a way to democratize and reimagine private markets altogether.
Since our launch, Fundrise has raised over $3.1B from investors in all 50 states and has recently been awarded by Top Workplaces USA 2023, as well as the Washington Post’s Top Workplaces 2022 and 2023! Previous awards also include: being honored on the Inc. 5000 list of fastest growing private companies the last three consecutive years 2023-2025, the Financial Times 2023 and 2025 ranking of the Americas’ fastest growing companies, as well as, recognized as Nerdwallet’s Best Real Estate Investment Platform of 2021 and 2025.
About the Role:
We're seeking an Investor Operations Analyst to join our team. The Investor Operations team supports the day-to-day operations of our client facing Investor Relations team, along with other teams throughout the organization. We are looking for a highly motivated individual who thrives in a dynamic, fast-paced team environment with the initiative to support the development of new processes and systems, and the ability to drive results.
As an Investor Operations Analyst, you will serve as a critical member of the Investor Operations team, primarily focused on processing and managing the flow of investments and transactions from start to finish. Day-to-day, you’ll be onboarding new investors through verification and compliance checks, processing investments and transactions, and ensuring seamless coordination with both internal teams (such as Investor Relations, Engineering, and Product) and external partners to maintain high service standards. Beyond executing these core operational tasks, you'll be expected to actively identify opportunities to streamline and automate workflows, acting as both a reliable processor and a continuous improvement agent who helps evolve how Fundrise delivers investor services at scale.
Responsibilities
- Oversee the processing of investments and transactions
- Support, maintain and improve the operations of investor-related processes
- Seek to automate and streamline various processes
- Onboard and verify new clients while maintaining legal compliance
- Support our Investor Relations team, along with other various teams throughout the organization
- Work with third party partners to maintain a high level of service for our clients
- Ensure we are providing the highest level of service to our clients
Minimum Qualifications
- Exceptional attention to detail
- Strong verbal communication and interpersonal skills
- A humble, can-do attitude and ability to juggle multiple priorities simultaneously
- Strong initiative and curiosity
- Client servicing mindset
- Knack for problem solving
Preferred Qualifications
- Bachelor's degree in Accounting, Finance or related field
- 1 year of related experience at a bank, wealth management firm, or similar institution
Benefits at Fundrise
- Remote-first work environment (must live in the United States)
- Competitive medical, dental, and vision insurance- Fundrise contributes to both employee and dependent premiums
- Flexible Spending Accounts for medical expenses, dependent care, and parking
- 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
- Fully covered life insurance and short-term disability
- Significant equity via our employee stock grant program
- Gympass benefit including mental health resources
- Flexible PTO
- Employee Assistance Program
- Paid parental leave
Top Skills
Financial Technology
Investment Management Software
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