Role Summary:

Join our rapidly expanding Investor & Wealth Solutions (IWS) business and support our team in raising capital, managing investment portfolios and providing excellent service to our large and fast growing community of accredited investors. IWS represents CrowdStreet's premium investment management and advisory services, which includes private limited partnerships and registered funds, privately managed accounts (PMA) and private wealth solutions. This is an entry-level position where you will have the opportunity to learn and develop your career by working with team members in a variety of IWS functions, including Investment Product Development & Portfolio Management, Investment Operations, Investor Relations and Private Wealth.The role is based in Portland, OR for periodic training and collaboration in our local office, with the flexibility to work remotely.

The Success You'll Build—Primary Responsibilities and Impact:

• Track and communicate status on multiple projects and deadlines
• Support creation and timely delivery of quarterly and annual investor reports for our investment funds and accounts
• Monitor bank accounts and reconcile funds
• Manage multiple ongoing deadlines and deliverable expectations with and for clients, including assisting with the completion of legal documents and collecting periodic documentation
• Provide high levels of client service throughout the investor experience by handling or partnering with Investor Relations to provide LP communications, investor updates and managing other client requests
• Support other administrative needs of the IWS team

The Experiences That Will Help You Succeed:

• Bachelor's level degree, preferably in Business Administration or Finance
• Relevant prior work or internship experience in real estate, fintech, or investment management
• Demonstrated collaboration and teamwork with cross-functional teams
• Strong communications, problem solving and client service skills
• Resourceful and collaborative, can leverage resources across the function
• Ability to work on multiple projects at one time and strong project management skills, results driven, and adaptable with ability to meet deadlines
• Advanced MS Office, Google Suite, data management and analytical skills
• Experience with Hubspot, Asana and CRM software tools a plus

The How—Values:

We are a diverse and collaborative organization We are connected and motivated by our common mission and goals:

• Collaboration: Seek diverse input, engage in healthy discussion, commit to decisions
• Respect: Treat others with kindness, practice empathy and inclusion, be a positive influence on others
• Impact: Embrace the entrepreneurial journey, focus on what matters, build something meaningful Harassment, sexism, racism, bullying, aggression, intolerance & corrosive internal politics are unacceptable.

Our values and beliefs are reflected in how we hire, coach, train, lead, reward, recognize and work together as a team.

CrowdStreet Benefits and Perks:

• Be Healthy, Be Happy: We support the health of our employees and families through our Medical, Dental, and Vision plans which include HSA and FSA options.
• Take A Break: We offer a Flexible Time Off policy to encourage you to take a break when needed. Our policy also provides time off for you to volunteer and parental leave to support your growing family.
• Work Where You Work Best: We know that great work can happen anywhere which is why we offer a hybrid work model. Work from home, anywhere in the continental U.S., from one of our offices (Austin, TX or Portland, OR) or some combination of the two. CrowdStreet Equity: We provide stock option grants for all of our new employees to keep you connected to the ongoing success of our company.
• How You Work: We provide all of our employees with a monthly stipend to use for your home office needs or support how you choose to commute to the office. Need something else to do your job? Our People Ops team can help!
• Build Your Career: We supply a monthly stipend for your continuous learning and development. Is there a course you've always wanted to take? A certification you've wanted to achieve? A conference you've wanted to attend? Work with your manager to tee it up!

Working At CrowdStreet:

CrowdStreet is a FinTech company dedicated to transforming the world of investing in commercial real estate (CRE) through their online marketplace. CrowdStreet gives individual investors direct access to commercial real estate investment opportunities, while simultaneously helping real estate developers and operators (sponsors) raise capital online.

Since 2014, CrowdStreet has established itself as the leading online marketplace for institutional-quality CRE investment, generating over $2.4B of equity invested across 560 projects spanning 200+ sponsors and 13,000 active investors. The total project value that has appeared on CrowdStreet has exceeded $20B covering all asset types (office, industrial, multi-family, storage, etc), risk profile (development, opportunistic, value-add, core-plus, core), and regions of the US (40 states). Today CrowdStreet's average investment per project is over $10 million with many raises exceeding $20 million, making it an attractive alternative funding source to institutional capital.

CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces. Recent accolades include:

• Forbes Top 500 Best Startup Employer
• Deloitte Technology Fast 500
• 2020 Top Places to Work, The Oregonian
• 2020 Oregon Technology Awards Accelerate Company of the Year
• #5 for "Fastest Growing Private Companies in Oregon & SW Washington" by the Portland Business Journal

At CrowdStreet, inclusion, equity, and diversity are critical in achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a breadth of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the hard work that makes that possible.