Petra Funds Group · 19 hours ago
Investment Operations - Analyst
San Diego
Full-time
Onsite
New Grad, Entry Level
$82K/yr - $123K/yrPetra Funds Group is a rapidly growing Global Private Markets firm that provides customized investment and advisory solutions. They are seeking an Investment Operations Analyst to support the investment operations team in managing transaction and capital markets pipelines across various asset classes, ensuring effective communication and document management throughout the investment process.
FinanceFinancial ServicesFunding Platform
Responsibilities
Support the investment operations team in transaction and capital markets pipeline management and execution across private equity secondaries, private equity co-investments, venture capital, growth equity, real estate and infrastructure and real assets
Ownership of the latest updates from the deal, legal, tax and treasury teams by attending relevant transaction pipeline meetings
Tracking all multi-channel communications flows and proactively chasing updates related to transactions they are staffed on
Maintained live in SPI to establish shared consciousness across the deal teams-of-teams
Disciplined document management will also be required as final legal closing packages for complex transactions and documented support for transaction allocation decisions must be organized and uploaded for wide dissemination to all stakeholders
Centralizing data capture and process flows through the client’s proprietary technology platform, SPI
Harmonizing transaction execution processes across private markets asset classes and strategies
Enhancing technology solutions supporting the client’s allocation policy
Centralizing sourcing, management and implementation of capital markets and fund management tools and provider relationships
Tracking newly raised capital entering the client’s platform
Adding new capital to the client’s transaction allocation engine
Facilitating transaction structuring, sourcing financing facilities and implementing hedging programs
Managing transaction funding logistics to ensure cash availability to close
Posting final legal closing packages to internal stakeholders when deals have closed
Qualification
Required
Self-motivated
Focused
Organized
Experience in investment operations
Ability to manage transaction and capital markets pipeline
Experience with private equity secondaries, private equity co-investments, venture capital, growth equity, real estate, infrastructure, and real assets
Ability to track multi-channel communications flows
Experience in disciplined document management
Ability to centralize data capture and process flows
Experience in harmonizing transaction execution processes
Ability to enhance technology solutions supporting allocation policy
Experience in managing capital markets and fund management tools
Ability to track newly raised capital
Experience in facilitating transaction structuring and sourcing financing facilities
Ability to manage transaction funding logistics
Experience in posting final legal closing packages
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.
Company
Petra Funds Group
Petra Funds Group provides fund administration, compliance, and ESG services for private equity, venture funds, and private debt funds.
Founded in 2021
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2023-10-19Private Equity
Leadership Team
John Collins
Managing Partner
Paul Winters
Managing Partner
Recent News
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