Portfolio Ops Specialist Project

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Skills

Accounting Communication Data Management Finance Investment Analysis Organization
Job Description

The project entails coordinating and facilitating portfolio operations for Hercules Capital, Inc. The role involves managing invoices, updating schedules, tracking payments, preparing ACH files, maintaining fee lists, negotiating NDAs, confirming balances, handling legal deliverables, managing collateral, and organizing loan documents. Ideal candidates should have a bachelor's degree in business, accounting, or finance, understand investments, interpret legal terms, possess 1 year of loan or treasury operations experience, be detail-oriented, have strong communication skills, and take ownership of processes.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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