Executive Fintech Associate

Executive Fintech Associate (Investments & Operations) CEOs Office

Location

Compensation

Experience

Education

Role Overview

Work directly with the CEO to drive investment workflows, investor outreach, deal

evaluation, funding coordination, and DAO platform operations. Blend rigorous finance with

strong execution, reporting, and stakeholder management.

Key Responsibilities

• CEO Assistance & Ops: Own the CEOs action tracker, follow-ups, and meeting prep; convert decisions into tasks with clear owners/timelines.
• Investor Outreach & IR: Build and manage investor pipeline; coordinate reach-outs, data rooms, and follow-ups; maintain CRM and investor updates.
• Deal Screening & Evaluation: Prepare investment memos, build quick models (3-statement, unit economics), market scans, comps, and sensitivity checks.
• Funding & Transaction Support: Coordinate term sheets, diligence checklists, timelines, and cross-functional inputs (legal/finance/ops).
• DAO / Web3 Ops: Support Vedic DAO workflows—proposal intake, governance calendar, on-chain/off-chain updates, tokenholder communications.
• Reporting & Analytics: Weekly CEO dashboard (pipeline, KPIs, cash runway), board/LP reporting, and performance metrics.
• Documentation & Compliance: Maintain data rooms, SOPs, NDAs, investment committee notes; ensure version control and audit readiness.
• Cross-Functional Coordination: Liaise with product/tech, legal, finance, and external partners to unblock execution.

Must-Have Skills

• Advanced Excel/Google Sheets (lookups, pivots, scenarios), PowerPoint (crisp storylines, visuals).
• Strong financial knowledge of PE/VC (cap tables, term sheets, waterfalls, IRR/MoIC basics).
• Excellent written & verbal communication; stakeholder and project management.
• Familiarity with DAO/Web3 concepts (governance, tokens, wallets) and comfort with new tools.
• High ownership, speed, and attention to detail.

Nice-to-Have

• Experience with CRMs (HubSpot/Zoho), virtual data rooms, Notion, Slack/Jira.
• Basic SQL or no-code analytics; cap table tools (Carta/Pulley).
• Exposure to smart contract audits/governance tools (Snapshot, Tally) a plus.

KPIs / Success Metrics

• Investor pipeline velocity (new adds, meetings, conversion).
• Quality & timeliness of investment memos/models and IC materials.
• Execution reliability (on-time closings, diligence completeness).
• DAO governance cadence (proposal throughput, comms quality).
• Reporting accuracy and zero-defect documentation.

Working Style & Reporting

• Reports to: CEO; dotted-line collaboration with Investments & Ops leads.
• Cadence: Daily stand-ups, weekly pipeline review, monthly board/LP pack prep.
• Confidentiality: Strict handling of sensitive data and NDAs is mandatory.

Growth Path

• Senior Associate (Investments/IR) Investment Manager / Chief of Staff (track based on strength in deals vs. operations).