Private Funds Manager
Remote
Finance /
Full-time /
Remote
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.1B from retail investors, with investments starting at as little as $100.
Why merely back a company when you can own a piece of it?
We are seeking a Private Funds Manager to oversee the full lifecycle of StartEngine Private fund offerings. This role requires strong operational expertise, attention to detail, and cross-functional coordination with operations, compliance, marketing, and tax advisors to ensure smooth and compliant execution. A key focus will be leveraging AI tools to streamline workflows, enhance accuracy, and improve overall efficiency.
Key Responsibilities
- Partner with the Private Acquisition team to track deal flow and establish fund entities.
- Create folder structures, request EINs, and organize documentation for compliance review.
- Define offering terms (price per share, raise limits, min/max investments) and prepare Pricing Memoranda.
- Open and manage escrow accounts, ensuring accurate setup and documentation.
- Draft escrow agreements and maintain escrow and bank account records.
- Apply AI-driven systems to monitor escrow activity and reduce manual errors.
- Collaborate with Marketing to draft investor-facing content and confirm offering terms.
- Draft and format Subscription Agreements; manage Escrow Admin setup.
- Oversee offering launches, disbursements, and internal share transfer agreements.
- Implement AI solutions to accelerate content drafting, contract formatting, and data verification.
- Prepare and maintain CIK applications, Form D filings, and state notices.
- Ensure timely filings and strict adherence to SEC and state requirements.
- Leverage AI for compliance tracking, deadline management, and error detection.
- Coordinate with portfolio companies to transfer shares upon closing.
- Maintain accurate records across systems and support audits or regulatory reviews.
- Coordinate with tax accountants for preparation and distribution of investor K-1s.
- Utilize AI tools to automate reporting, reconciliation, and audit preparation.
Qualifications
- Bachelor’s degree in Finance, Business, Accounting, or related field (advanced degree/certifications preferred).
- 3+ years’ experience in fund administration, private equity, venture capital, or financial services.
- Familiarity with SEC filings, Form D, CIK registration, escrow processes, and K-1 tax reporting.
- Strong organizational skills with ability to manage multiple offerings simultaneously.
- Proficiency with workflow and AI-driven tools (HelloSign, Jira/Atlassian, compliance tracking, automation platforms).
- Excellent written and verbal communication skills.
Success Traits
- Detail-Oriented: Accurately manages high volumes of investor, regulatory, and tax documentation.
- Process-Driven: Follows structured workflows and improves efficiency with AI automation.
- Compliance-Focused: Prioritizes regulatory and tax deadlines with precision.
- Innovative: Embraces AI and digital tools to enhance productivity and reduce manual tasks.
- Collaborative: Works seamlessly across legal, compliance, tax, and investor relations teams.
Perks & 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)
