Due Diligence Specialist
TLDR
Support investor qualification and communications by conducting due diligence and providing a seamless experience in a fast-paced private capital environment.
About Us
InvestorOps specializes in supporting clients through investor engagement, fundraising operations, and relationship management. We partner with clients to create a professional, high-touch investor experience throughout the fundraising process.
The Role
We are looking for a confident and experienced Due Diligence Specialist to support investor qualification and final-stage investor communications for our clients. This role will serve as a trusted third-party representative responsible for conducting diligence and verificstion calls with prospective investors.
You'll help ensure investor receive a professional, informed, and seamless experience by leading follow-up conversations, answering high-level questions, and coordinating closely with Investor Relations teams throughout the investment process.
This is an ideal opportunity for someone who is confident speaking with investors, highly professional, detail-oriented, and excited to work within the fast-paced world of private capital and fundraising operations.
What You’ll Do
- Conduct due diligence and verification calls with prospective investors.
- Represent InvestorOps clients professionally during investor interactions.
- Lead follow-up meetings and final investor qualifications calls.
- Communicate deal information clearly and confidently from a third-party perspective.
- Ensure investors understand investment terms, timelines, and next steps.
- Coordinate closely with Investor Relations representatives and client teams.
- Maintain detailed records of investor communications and call outcomes.
- Escale investor concerns or compliance-related matters when appropriate.
- Support the investor onboarding and capital raising process through strong relationship management.
What We’re Looking For
Must-Haves
- 4+ years of experience in investor relations, private equity, venture capital, financial services, fundraising, or related client-facing environment.
- Strong verbal communication and presentation skills.
- Comfortable speaking with accredited investors and high-net-worth individuals.
- Ability to discuss investment opportunities professionally and objectively.
- Experience conducting client-facing or investor-facing calls.
- Highly organized with strong follow-up and documentation skills.
- Ability to manage sensitive and confidential information.
Bonus Points For
- Experience in due diligence, fundraising operations, or financial compliance.
- Familiarity with private markets and alternative investments.
- Experience working with CRM systems and investor databases.
- Background supporting U.S.-based investment firms or fund managers.
- Opportunity to work directly within private capital markets and investor operations
- Fast-paced, high-growth environment
- Exposure to investment firms, fundraising processes, and investor communications
- Collaborative and entrepreneurial team culture
Ready to Join the InvestorOps Team?
We’d love to hear from you! You can apply through one of these ways:
- Send yourresume to gguerra@industryft.com with the subject: “Investor Operations Manager – [Your Name]”
- Apply through our hiring platform: Trakstar
- Or apply directly via LinkedIn
Industry FinTech delivers a comprehensive financial technology platform designed to empower entrepreneurs and investment firms in capital raising and investor relations. By combining compliance, marketing, and operational tools, we create transparency and efficiency in private capital markets, enabling businesses to scale more effectively. Our infrastructure supports the financial industry's need for trust and performance, making us a crucial partner for serious capital endeavors.