Investor Operations Analyst

at  Carbon Equity

ABOUT CARBON EQUITY

Carbon Equity is a pioneering climate tech venture capital and private equity fund investment platform. Our mission is to unlock private capital at the scale of billions to help solve the world’s greatest challenges, starting with climate change. We reshape the investment landscape by enabling individuals to invest in ventures that drive positive change while generating attractive financial returns. Think of technologies like alternative proteins, carbon-neutral cement or steel, green hydrogen production, and carbon capture. All contributing to a net-zero future.

REPORTING TO: INVESTOR OPERATIONS MANAGER

Are you ready to make an impact in a purpose-driven, climate-focused fintech startup? We’re looking for a proactive and detail-oriented

• Lead investors through the onboarding journey, completing Customer Due Diligence (CDD), contract signing, and all essential steps accurately and efficiently.
• Conduct CDD assessments, gathering and verifying critical investor information for compliance.
• Support onboarding for other business relationships by conducting CDD on funds we invest in.
• Manage our helpdesk for non-sales inquiries, providing prompt and precise responses on investments, fund performance, and operational processes.
• Collaborate across teams to streamline and improve investor operations, identifying automation opportunities for a smoother, more efficient experience.
• Ensure investors receive critical information such as capital call notifications, transaction updates, and performance reports via our app.