Job description
ABOUT VENTURA TRUST
Ventura Trust (VT) works exclusively as a trustee for a retirement plan called an Employee Stock Ownership Plan (ESOP) and serve more than 150 ESOP-owned companies. We are a dynamic team of 22, working on client service, client support, and company management issues. As an ESOP Trustee, VT buys, owns, and sometimes sells companies on behalf of our client’s employees, working at the intersection of finance, M&A, and social equity.
VT is people oriented, offering a unique work environment, competitive salaries, and excellent benefits. We have been a virtual company since we began in 2016, with each team member working at home, with flexible hours and unlimited PTO. We have been able to hire the best people, regardless of where they live, without requiring relocation because of this flexibility.
Other benefits include fully paid employee health insurance with 50% paid for dependent coverage, access to an HSA, dental and retirement plans. We believe when our team members are treated well, they do their best work.
JOB DESCRIPTION
Reporting to the Relationship Manager, the Analyst is responsible for assisting with coordinating and evaluating new client opportunities and annual valuation updates, as well as documenting various aspects of transactions and the post-transaction process.
ESSENTIAL RESPONSIBILITIES
Sales & Pre-Acceptance Assistance
- Potential engagement summaries
- Preparation of RFPs and proposals
- Interviews
- Preparing documentation
Relationship Management Team Assistance
- Respond to client emails
- Participate in the annual update process, including checklist and minutes preparation
- Special projects
Transaction Coordination
- Assist with obtaining initial and revised engagement letters for the trustee team
- Maintain transaction checklist
- Contemporaneously record transaction milestones in Salesforce
- Gather and file documents
- Complete the client checklist and maintain client electronic files
ADDITIONAL RESPONSIBILITIES & EXPECTATIONS
- Actively participate in ESOP training & certifications
- Excellent compliance with internal processes
- Adhere to industry professional standards
- Maintain a strong work ethic that ensures honesty, conscientiousness, and dependability
- Travel up to 10%
- Adapt and adjust to a work environment of quick changes and multiple deadlines
- Communicate critical issues early and often
- Other duties as assigned
Qualifications
- Bachelor's degree in Accounting, Finance, or Economics or a related discipline
- Comprehensive understanding of financial statements
- Interest in obtaining ASA, CPA, ABV or similar professional credentials
- Strong written and oral communication skills
- Ability to work effectively with others to meet organizational goals
- Work independently with limited supervision
- Efficient organizational and planning skills
- Effective time management and ability to prioritize work
- Ability and willingness to respond constructively to rapid change
- Adept with Office 365, Teams, and Salesforce
