
Investment Manager
21 hours ago
Overview
Investment Manager role at OptiNizers.
Responsibilities- Review employment letters, business transaction documents, and other corporate agreements.
- Identify and flag inconsistencies, risks, or areas needing revision.
- Provide suggested edits or redline notes for management or outside counsel (without drafting from scratch).
- Maintain and organize legal records to ensure compliance and accessibility.
- Manage and update company cap tables and ownership records using Carta, Pulley, eShare, or comparable platforms (e.g., Shareworks by Morgan Stanley, Astrella, EquityEffect).
- Oversee the secure distribution of investor documents, including permission settings and access controls.
- Generate investor and compliance reports, support scenario modeling, and maintain data accuracy.
- Collaborate with legal, finance, and investor relations teams to align processes and reporting.
- Bachelor’s degree in Law, Business, or related field (or equivalent professional experience).
- 3–5 years of experience in a paralegal, legal assistant, or corporate compliance role.
- Proven experience with Carta, Pulley, eShare, or similar equity and investor management platforms.
- Strong working knowledge of corporate law fundamentals, HR/legal documentation, and business transaction review.
- Excellent organizational skills and attention to detail in document management.
- Ability to spot risks, flag issues, and suggest revisions confidently.
- Strong communication skills to support coordination between legal, finance, and investor teams.
- Seniority level: Mid-Senior level
- Employment type: Contract
- Job function: Business Development and General Business
- Industries: Investment Management and Investment Banking
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