Investments Associate Details

Investments Associate

Fundrise - Washington, DC

Employment Type : Full-Time

Fundrise is a direct-to-consumer investment platform, unbundling services historically provided by banks and rebuilding the entire financial industry ecosystem from the ground up around individuals rather than institutions.

Fundrise was started with the simple idea to use technology to build a better financial system for the individual — lowering the costs, improving the quality, and broadening the access. After launching in 2012, the team has built an entirely new ecosystem, outside the conventional financial services industry, and in doing so eliminated the high costs and poor incentives that had become all too common with the status quo. Today, Fundrise has over a million members, 150,000 active investors, and more than $1 billion equity under management, with a many year company track record of growing +100% annually.

The Fundrise model has been featured by media ranging from Forbes to Atlantic Cities to The New York Times to Wired.

Fundrise has an immediate opening for a full-time Associate on our Investments Team. Come start a career at Fundrise that offers countless ways to make an impact, on a team that serves as the face and voice of a fast-growing company.

Candidates for this position may be individuals with 1-5 years of experience. The ideal candidate has a solid background in finance with experience in wealth management, private banking, managed investments, or a comparable field.

A successful candidate will have exceptional communication and interpersonal skills along with a strong work ethic. We are looking for highly motivated individuals who thrive in a dynamic, team-based environment with the initiative to work independently. Positive attitude, attention to detail, and willingness to learn required. The Company is prepared to pay a market competitive and performance driven compensation package.

Responsibilities

• Interact with a high volume of clients to answer questions about our investments
• Help to drive product improvements
• Assist with new signups as well as existing investors to provide excellent customer service
• Evaluate current and potential processes to improve customer retention and determine best practices
• Work with Fundrise team to develop systematic methods for scaling our investments business and improving investor communication

Requirements

• Bachelor's degree
• Outstanding organizational skills
• Superior written and verbal communication, interpersonal, organizational, and customer service skills
• Critical product thinking and desire to make things more efficient
• An understanding of the impact of positive, proactive customer service on brand loyalty and customer retention
• Must be self-directed, able to work independently, as well as work in a team-oriented and fast-paced environment
• Intellectually curious, creative, and collaborative
• Prior experience in real estate or financial services
• A firm believer in Fundrise's mission

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