Cap Table Operations Lead
ABBY by GOGOTECH
This job is no longer accepting applications
See open jobs at ABBY by GOGOTECH.See open jobs similar to "Cap Table Operations Lead" Techstars.Key Responsibilities
- Cap Table Management: Oversee and maintain precise shareholder records, ensuring all information is current, verified, and compliant. Involves Excel/Sheets + navigating some backend database tables to create information in the correct form
- Transaction Processing: Execute security transfers, share issuances, and other corporate actions swiftly and accurately.
- Customer Support: Collaborate closely with companies and their investors to guide them through key milestones, troubleshoot challenges, and deliver exceptional service.
- Compliance & Reporting: Ensure adherence to regulatory requirements by coordinating with internal teams, preparing required documentation, and managing audit requests.
- Operational Improvements: Identify and implement process enhancements, including automation opportunities, integration improvements, and scalable workflows.
- Strategic Input: Work closely with product, engineering, and compliance teams to shape new features, refine the user experience, and drive the product roadmap.
Qualifications
- Experience: Very comfortable in a transfer agent role, brokerage operations, or related capital markets/financial services environment.
- Technical Aptitude: Comfort with software tools and database structures (Excel/Sheets + Metabase (any SQL Database))
- Attention to Detail: Proven track record of executing and validating data
- Communication: Strong interpersonal skills, with the ability to communicate complex concepts clearly to clients, partners, and internal stakeholders.
- Regulatory Knowledge: Familiarity with SEC and FINRA rules, as well as general compliance standards, is a plus.
- Adaptability: Eagerness to work in a dynamic, growing environment where you’ll help shape processes, tools, and best practices.
Critical Skills
- Detail oriented
- High critical thinking and reasoning skills
- Proficiency under pressure
- High knowledge retention
- Ability to multi-task
- Embrace of change and quickly shifting demands
- Ability to order competing priorities under pressure
- Basic comprehension of finance
- Teachability
Benefits
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- Team Off-sites and Celebration Dinners
- Paid Maternity/Paternity leave
- 401K program
- Flexible hours
- Be part of one of the fastest growing parts of the FinTech Industry
- A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
This job is no longer accepting applications
See open jobs at ABBY by GOGOTECH.See open jobs similar to "Cap Table Operations Lead" Techstars.