Investment Operations Coordinator

Silicon Valley Community Foundation•Mountain View, CA

4d•$84,000 - $87,000•Hybrid

About The Position

Reporting to the Vice President, Investment Operations, the Investment Operations Coordinator is a member of a small, highly collaborative team responsible for supporting a wide range of investment operations and complex gifted assets. This role provides coordinated, detail-oriented operational support to ensure timely processing, accurate recordkeeping, and smooth day-to-day functioning of the Investment Operations team. The position supports recurring operational workflows, documentation, and cross-functional coordination, contributing to efficient operations, clean audits, and high-quality service delivery. Shared Team Responsibility - Investment Operations functions as a collaborative team. All team members, regardless of role, are expected to contribute to hands-on operational support during periods of high volume or time-sensitive activity to ensure accuracy, timeliness, and continuity.

Requirements

Bachelor’s degree or equivalent experience required
Professional and personal alignment with Silicon Valley Community Foundation’s values and mission
At least 3-5 years of financial services experience in institutional or private wealth management operations
Exposure to investment audit deliverables/processes and Level 3 valuations.
Highly proficient with Microsoft Office Suite, PowerPoint and Word, as well as business productivity software, like Black Diamond and project management tools. Advanced excel skills.
High degree of self-motivation, dedication and perseverance
Highly organized and able to manage multiple priorities
Excellent attention to detail and accuracy is critical
Effective critical thinking, technical and problem-solving skills
Excellent written and oral language communications skills
Ability to work both independently and as a team member in varied activities and projects
High ethical standards, compassion and genuine enthusiasm and passion for philanthropy
Ability to maintain confidentiality of extremely sensitive and private data

Nice To Haves

Training or experience in investment accounting a plus.
Proven track record of initiating and managing process improvements in past roles
Entrepreneurial mindset: history of working in either startup environment or evolving organization a plus

Responsibilities

Support routine investment operations activities under the guidance of team leads, including: Processing and tracking capital calls, distributions, and cash movements; Processing investment-related invoices and fee payments; Coordinating fund and asset movements with custodians and internal partners
Assist with onboarding new investments, accounts, and structures by preparing and routing documentation and maintaining records
Support reconciliations, reporting, and audit preparation during peak periods
Track requests, approvals, and follow-ups to ensure timely completion of assigned tasks
Maintain calendars, deadlines, and checklists related to investment operations and reporting cycles
Coordinate meetings, prepare agendas, and document notes and action items as needed
Serve as a point of contact for routine internal and external inquiries, escalating issues as appropriate
Organize and maintain investment-related documentation to ensure records are complete, current, and audit-ready
Support disciplined filing, version control, and documentation standards
Assist with responses to audit, compliance, or internal information requests
Coordinate with colleagues across Investments, Accounting, Development, Legal, and external service providers to support operational workflows
Communicate task status and information requests clearly and professionally
Maintain and update standard operating procedures, checklists, and tracking tools
Assist with process improvements and system updates as directed
Provide administrative and operational support during periods of high volume or staff coverage needs
Other related duties as assigned.