Investment Onboarding Associate at Yieldstreet

| Greater NYC Area
Sorry, this job was removed at 7:30 a.m. (EST) on Thursday, July 1, 2021
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About the Role

Yieldstreet is looking for an Investment Onboarding Associate to help investment operations in the onboarding of opportunities for our investors in a variety of functions across multiple asset classes. You will be responsible for tasks essential to maintaining the operational excellence of Yieldstreet's deal launching process including: maintaining and creating loan agreements and surrounding documents, Know Your Customer (KYC), building best practices and tools for leading investment onboarding, and resolving audit inquiries.
 
This is a great opportunity for someone interested in transitioning out of a bank or fund who is passionate about Yieldstreet’s mission to help investors Realize Their Next Level. You recognize the need for more people to access alternative investments and want to help us on our journey putting millions of people on the path to financial independence!

What you'll do:

  • Build strong relationships and liaise with internal and external dependents including Investments and Originations, Investor Relations, Legal, Finance and Accounting, and within Operations
  • Complete Know Your Customer (KYC) materials and other due diligence documents as required by the investment teams 
  • Develop a strong understanding of Yieldstreet’s organizational structure and the legal entity structures through which Yieldstreet offers investments on its platform
  • Work with Legal on entity formation for all new deals and investment opportunities
  • Ensure all deal documents are complete and closing binders are handed off to the audit team in a timely fashion
  • Ensure Borrowing notice / warehousing documents are complete and accurate 
  • Lead operations through investment onboarding and act as point of contact after handoff once deal closes 
  • Respond to queries regarding status of specific onboarding requests
  • Perform quality checks on processed requests
  • Work cross functionally to assess existing BAU onboarding functions and develop and improve processes where needed

What you'll need:

  • Bachelor’s degree
  • 3+ years of operations experience in Banking or Financial Services
  • Knowledge of alternative investments
  • Strong understanding of loan documentation and Legal Structures
  • Excellent Organizational skills
  • Excellent Excel skills
  • Strong communication skills and ability to collaborate with various departments
  • High attention to detail and a problem solving mindset

About Yieldstreet

Yieldstreet is building the largest global digital wealth management platform to change the way wealth is created. With an investor-first approach, our investor community builds a diversified portfolio of investments outside of the stock market to generate passive income. Yieldstreet is giving unprecedented access to asset classes such as Real Estate, Marine, Legal, Art & Private Business Credit. We’re headquartered in New York City with offices in Brazil, Argentina, Malta and Greece.

Benefits 

We offer an attractive market compensation and benefits package including a stock option plan, health, dental & vision benefits, life insurance, unlimited paid vacation, sabbatical and paid holidays and that's before you even step in the office! 

This is an opportunity to work with a group of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages. Our team is composed of successful entrepreneurs with combined exits of over $1B, and we continue to stay social during the pandemic with virtual social hours, exercise classes, meditation sessions, recipe sharing and so much more!

Yieldstreet is proud to be an equal opportunity employer. We celebrate diversity and are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without discrimination or harassment based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • React NativeLibraries
    • FlexFrameworks
    • SparkFrameworks
    • AkkaFrameworks
    • LagomFrameworks
    • PlayFrameworks
    • Kafka Frameworks
    • CassandraDatabases
    • MySQLDatabases
    • RedisDatabases
    • KubernetesDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SegmentAnalytics
    • HeapAnalytics
    • PeriscopeAnalytics
    • FullStoryAnalytics
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • ZeplinDesign
    • TrelloManagement
    • ClubhouseManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • MailChimpEmail
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    • SendGridEmail
    • MarketoLead Gen

Location

We're located in a beautiful new office in Midtown with a balcony overlooking Park Avenue, close to Grand Central and most major subway lines.
How Yieldstreet is Making a Difference: "These Types of Opportunities Didn't Exist Before"
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An Insider's view of Yieldstreet

What are some social events your company does?

My favorite part of Yieldstreet is our camaraderie. It’s refreshing to be part of a team that likes spending time together vs bolting for the door as soon as the clock strikes 5. We do group workouts, host guest speakers, do team outings, and go for dinners at popular spots like Vandal, Lavo and Nobu.

Meg

Chief of Staff

How do you collaborate with other teams in the company?

We collaborate across functional differences (your normal departmental divisions) and geographic distances. We not only share documentation about features and strategy, but also about the best spots to grab a bite, a drink, or to catch a show! Yieldstreet folks look out for each other, so our teams in Brazil, Argentina, Malta have followed suit.

Charlie

Product Manager

How has your career grown since starting at the company?

My career has grown tremendously in the year and a half at Yieldstreet. I started as the only Product Manager on the team, and as we've scaled, I have had the opportunity to grow the product team to six people. I was recently promoted to Director and now have a wide-ranging set of responsibilities and the capability to impact company strategy.

Glenna

Director of Product Management

How do you make yourself accessible to the rest of the team?

I sit amongst the team, grab lunch with the team, go to happy hours with the team and that is why I feel like I'm always in the know with the challenges and successes of the team. Being accessible doesn't have to just be scheduled and I expect that my team will / can come to me at any time or any place to address whatever needs to be addressed.

Matt

Head of Credit Underwriting

How does your team reward individual success?

I knew code wasn’t the only place I could contribute. Within a year I was involved on projects across 4 teams, was promoted to senior engineer, and now lead the mobile dev team. Last quarter I received our coveted Impala award, exemplifying that quarter’s mission: focus and blitz. My worst day at YS has been better than my best at any other job.

David

Senior Software Engineer

What are Yieldstreet Perks + Benefits

Yieldstreet Benefits Overview

We offer an attractive market compensation and benefits package including a stock option plan, health, dental & vision benefits, life insurance, unlimited paid vacation, sabbatical and paid holidays and that's before you even step in the office!

Culture
Partners with Nonprofits
Yieldstreet has raised money for Robin Hood for COVID-19 relief and has also raised money for United Hatzalah through the Yieldstreet Foundation.
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Yieldstreet launched its first women-focused Employee Resource Group in 2020.
Hiring Practices that Promote Diversity
Yieldstreet conducts inclusive and structured hiring processes that assess and evaluate all candidates equally, striving to hire the best and most diverse talent.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Yieldstreet employees can contribute up to $2750 annually to their FSA. Yieldstreet also contributes to your HSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. Yieldstreet also provides 4 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Summer Fridays!
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Yieldstreet offers pre-tax commuter benefits for all employees.
Company Outings
Stocked Kitchen
Some Meals Provided
Employees get free lunch on Wednesday.
Happy Hours
Happy hours are frequently hosted by individual teams and company-wide.
Fitness Subsidies
Yieldstreet pays for fitness classes that we attend together as a team.
Home Office Stipend for Remote Employees
Each employee gets $300 for remote work supplies.
Professional Development Benefits
Job Training & Conferences
Yieldstreet offers employees professional development opportunities like the ability to attend job related conferences and seminars, leadership training, and 1-1 coaching for managers.
Lunch and learns
For example, New York Times best selling author, Alexa von Tobel recently held a lunch & learn about her new book "Financially Forward". All of our employees received a free copy of her book.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
We don't have a budget for industry certifications but we pay for those that are relevant.
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