Closing & Portfolio Executive
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As an Equal Opportunity Employer we are committed to building a diverse team that feels valued. We do not discriminate based on race, colour, national origin, sexual orientation, gender, age, religion, mental or physical disability, or any way you represent yourself. We strongly believe diversity makes for more successful teams and it's essential for success.
Job Outline:
We’re looking for an engaged and highly organised person to join our Closing & Portfolio Teams with great language and client relationship skills. We’re enabling great businesses to succeed through equity crowdfunding. You will share your time 50% assisting the Closing team and 50% assisting the Portfolio Team.
Working within the Closing and Portfolio Teams Crowdcube, you will be part of a company's funding journey by managing all matters relating to the completion of Crowdcube fundraising rounds and post-funding support. Being fluent in French is desirable but not essential for this position and will be based 3 days per week in our Barcelona, London or Paris offices dependent on your location.
Crowdcube is a regulated financial services firm and is required to comply with a range of laws and regulations relating to the delivery of its services to customers.
Who we are:
As a leading European retail investment marketplace, Crowdcube raises finance for Europe's hottest high-growth businesses by giving investors the opportunity to back businesses they believe in.
Crowdcube was inspired by an unshakable belief in entrepreneurs that dream big, push at the edges and want to make a difference. Our mission is to democratise investment, helping to fuel the next generation of business who want to leave a mark on the world.
Since founding in 2011, our investor community of 1.7m+ has helped to raise more than £1.4 billion for over 1,300 mission-driven businesses across Europe, such as ZOE, Nothing, Qonto, Finary, Revolut, Cowboy, Monzo, Heura, Brewdog, Grind, Chip & what3words.
What you will be doing:
Closing Specialist
Responsibility for managing all matters relating to the completion of Crowdcube fundraising rounds and post-funding support, including but not limited to:
Management of the completion process and client relationships for European and UK companies.
Raising invoices
Preparing and submitting compliance packs
Updating companies with regards to Anti-Money Laundering checks and payment collection (working closely with the Payments and AML Teams)
Working closely with the legal team in order to finalise the completion of the rounds
Assisting the Closing Team with:
developing processes (with and without Product support) for improving the efficiency of dealing with company completions.
working with the Product team to improve the experience for companies completing rounds, including improvements to the portfolio and other new product offerings
improving company content, FAQs and communications
Portfolio Executive
Operational
Acting as the intermediary between companies and their investors, facilitating the one-to-many relationship that the Crowdcube nominee necessitates
Assisting companies with gathering nominee investor consent
Representing our nominee investors’ interests with portfolio companies
Working closely with the Crowdcube legal team to ensure we are fulfilling our obligations, both to companies and investors
Translating complex corporate actions into retail-investor friendly language for distribution to our investors
Running pre-emption and private crowdfunding campaigns for our portfolio
Facilitating the exit of portfolio companies - including acquisitions, secondaries and IPOs; getting the best deal for our investors, distilling decisions / comms and distributing any proceeds, whether it be cash or share considerations.
Actively monitoring the performance, share price and status of our portfolio
Liaising with insolvency practitioners on any failed business and keeping investors informed of any progress
Distributing investor updates on behalf of portfolio companies
Educating our portfolio on how to engage appropriately with the Crowdcube nominee and their investors
Gathering feedback from companies on the raising process.
Commercial
Maximising the life time value of our clients by ensuring that they return to Crowdcube for subsequent rounds of funding.
- Generating return raise leads of our equity fundraising team by:
Day-to-day oversight of portfolio activity through nominee management
Reviewing of company updates
Engaging with our portfolio through newsletters, WhatsApp, outbound campaigns, partner offers and events
Value add activities such as partner introductions, intra-portfolio introductions and events. Helping our companies wherever we can.
Ideally you will have:
Great language skills
Fluency in French as an additional language, though this is not essential.
Strong project management skills.
Strong B2B customer service skills and experience in dealing with other European business clients.
A high attention to detail, be extremely organised with the ability to prioritise your own workload and manage your own time.
Previous experience gained in either administration or legal secretarial work.
Excellent customer service skills.
Proven knowledge of MS Office and/or Google Apps for work.
Prior experience of working in a financial services or regulated environment (highly desirable).
Interest in the startup ecosystem, though this is not essential.
And you will be:
Highly confident and experienced speaking and working with both European and UK clients at C-Level
A motivated and proactive individual with the willingness to collaborate with and support other teams.
A problem solver; you tackle a problem in a logical, informed manner, weighing up all elements before making a call, with a keen eye for consistency.
Able to work with people of all levels within a business in a professional manner.
Able to demonstrate that you can multitask and get things done.
Adaptable to change and demonstrate that you can work in a fast-paced environment, and that you question the status-quo.
What we are offering:
We like to nurture talent and ensure members of our team develop and hone their skills through training, attending conferences and subscriptions to online courses. We’re passionate and hard-working, and we take care of our team:
€/£28,000 - €/£38,000 (DOE)
Participation in the employee share option plan (subject to the prevailing company policy at the time)
25 days holiday + bank holidays + holiday for tenure
Pension Scheme at 4% matched (UK Residents Only)
Private Medical Scheme with AXA including dental and optical cash plans(UK Residents Only)
Access to Oliva, a mental health platform
Life Assurance Scheme (4 x salary)(UK Residents Only)
Access to Go1 - a learning & development platform with a £1000 training and wellness budget per year
Cycle to Work Scheme
Weekly demos to show what we're working on, monthly team meetings
In-office perks such as free fruit, snacks and drinks
Company outings and activities (previous fun included a trip to a gin distillery, karaoke, charity football match, Square Mile Relay, bowling and a day at River Cottage)
Our interview process typically consists of an initial phone screen, an interview with the hiring manager and a task, followed by a final interview with other members of the team. There aren't any trick questions and the task will typically be based on a real scenario the team have worked on.
Our policy is to employ the best-qualified people and provide equal opportunity for the advancement of employees including promotion and training and not to discriminate against any person because of gender, race, ethnicity, age, sexual orientation, religion, belief, or disability.
Closing & Portfolio Executive
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