Manager of OWF Investment Operations
About The Position
One Washington Financial (OWF), WSECU’s CUSO holding company, is seeking a Manager, OWF Investment Operations to strengthen the systems, governance, and operational rhythms that support fintech partnerships and credit union innovation. This role serves as a key operational partner for OWF, managing systems, records, workflows, and coordination to support investment activity, governance, and portfolio performance. The position involves working across executive support, investment coordination, data and systems upkeep, vendor and founder operations, and marketing operations, ensuring OWF operates with consistency, visibility, and confidence. Discretion and professionalism are essential due to the confidential nature of the information handled.
Requirements
- Associate degree required; Bachelor’s degree in Business Administration, Finance, Communications, or a related field preferred. Equivalent combination of education and directly relevant experience will be considered.
- Minimum of five (5) years of experience in operations, executive support, project coordination, or program administration in a professional services, financial services, or startup environment.
- Demonstrated ability to manage multiple concurrent workstreams and prioritize independently without day-to-day supervision.
- Strong proficiency with Microsoft 365, including Outlook, Excel, Teams, CoPilot Studios and SharePoint.
- Demonstrated accuracy and attention to detail in recordkeeping and data entry.
- Ability to handle confidential and sensitive information with discretion.
- Reliable, high-speed home internet connection.
- Private, confidential workspace, away from distractions and other people.
- Suitable desk/surface and desk chair.
Responsibilities
- Collect, track, and file non-disclosure agreements, diligence documents, and closing materials; follow up proactively on outstanding items.
- Maintain diligence folders and stage records so that pipeline status is current and auditable at any point.
- Assemble the quarterly board packet from dashboard outputs and components supplied by the CPO and DFE.
- Support closing and post-closing administration, including document execution tracking and recordkeeping.
- Maintain CRM hygiene, including pipeline field updates, contact records, and stage progression.
- Collect quarterly portfolio company submissions, enter data into SharePoint lists/Power BI dashboards, and file source documentation.
- Maintain the NCUA Part 712 / CUSO compliance tracker and flag gaps or approaching deadlines for review.
- Maintain the vendor tracker and execute the vendor readiness handoff when a portfolio company qualifies for WSECU vendor review.
- Alert the team to vendor status changes, renewal dates, and documentation gaps.
- Schedule quarterly founder check-ins, distribute founder surveys, and compile responses for review.
- Coordinate podcast production, including guest booking, recording logistics, editing coordination, and publishing.
- Schedule and publish social content, website updates, and newsletter distribution using established templates and workflows.
- Repurpose podcast episodes into blog and social content following the established workflow.
Benefits
- Medical, Dental, Vision, and Life Insurance with Premiums options covered by WSECU
- Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
- Part-Time employees accrue general leave, on a monthly basis
- 11 Paid Holidays
- Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
- Employer paid Long Term Care plan for Part-Time employees
- 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
- Paid Volunteer Leave
- Tuition Assistance
- Employee Assistance Program & Employee Discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
