Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 24 hours ago

Associate, Operations & Reporting

venture-co

Pay
$70,000 – $80,000 a year
Where
Plano, Texas, United States, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate, Operations & Reportingventure-co · Plano, Texas, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on venture-co's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: posted 24 hours ago

The posting

About Us

VENTURE.co is a SaaS company serving the alternative investments industry . Our platform helps private investment sponsors process subscriptions, onboard investors, and manage their offerings. Our subsidiary, VENTURE.co Fund Services (VCFS), is an SEC-registered transfer agent serving real estate, energy, and private credit sponsors.

We're a fully remote team with a collaborative, entrepreneurial culture, and we're looking for people who take pride in getting the details right.

Role Overview

The Transfer Agent Associate runs the day-to-day processing behind our clients' offerings: subscriptions and closings, transfers, distributions, and routine investor and advisor inquiries. You'll prepare the work and our Senior Account Managers review and approve anything that moves cash. You'll also prepare the securityholder data behind our regulatory and tax filings. This is a hands-on execution role: you won't own client relationships, but you'll make sure every transaction is accurate, on time, and documented.

Key Responsibilities

Processing

- Process subscriptions and closings, including review of subscription documents and follow-up on incomplete (NIGO) paperwork

- Process transfers, redemptions, and account maintenance

- Calculate and prepare distributions, including payment files and investor notices, for senior account manager approval

- Load statements and K-1s, send investor communications, and maintain DTCC AIP records

Investor Services

- Answer routine investor and financial advisor calls and emails within required turnaround times

- Escalate complex or sensitive requests to the account manager for that client

- Back up the account managers so every client always has coverage

Filings & Data

- Collect, reconcile, and prepare securityholder data for regulatory and tax filings, including Form TA-2, 1099s, escheatment, and lost securityholder searches

- Support data conversions when new clients move to us from a prior transfer agent

- Keep securityholder records clean and audit-ready and flag exceptions

Operations

- Log errors and turnaround times as you go

- Write and maintain procedures and checklists for the work you do

- Spot recurring manual work and help automate it on our platform

- Use AI tools (Claude, Copilot) to speed up routine tasks

Qualifications

Required:

- 2–4 years in transfer agent, fund administration, or securities operations

- Hands-on experience with subscriptions, transfers, distributions, or investor servicing

- Strong Excel skills: reconciliations, lookups, and large data files

- Accurate with numbers and records, and checks your own work

- Clear, professional communication with investors, advisors, and teammates

- Can take direction and run with it; doesn't need close management once you know the process

Preferred:

- Experience with private funds, REIT s, or other alternative investments

- Exposure to transfer agent filings (Form T A-2, 1099s, escheatment)

- Familiarity with SEC transfer agent rules (Rule 17Ad)

- Experience with Microsoft Dynamics or a similar CRM

- Comfortable with AI productivity tools

Compensation & Benefits

- Base Salary: $70,000 – $80,000 depending on experience

- Remote-first flexibility (Dallas-Area or Eastern Time-Zone Preffered)

- Comprehensive health and retirement benefits

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against venture-co's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on venture-co's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    venture-co's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.