Benefits of working with InvestX

InvestX Capital is a disrupter. Launched in March 2014, we are a young, fast-moving company that is taking advantage of the changing securities regulations to disrupt the multi-trillion dollar private investment asset class. InvestX provides advisors and their clients access to pre-IPO investments at lower minimum investment sizes. InvestX has invested in more than 20 of the world’s leading private companies including: Spotify, Dropbox, Docusign, Lyft, Uber, and Pinterest.

Competitive Salary and Bonus Potential
Friendly Environment
Health Insurance

Current Opportunities:

Analyst, Investment Operations

The role:

As the Analyst, Investment Operations will be responsible for providing day-to-day transaction processing support for private equity investments. You have a strong grasp of accounting practices, investment operations practices, paired with an analytical and systems based approach.

Manager, Investment Operations

The role:

As the Manager, Investment Operations you will be responsible for the ongoing day-to-day transaction processing and monitoring of the private equity investments, including legal entity operating activities. Your attention to detail, strong analytical background allows you to approach investments with strong valuation methodology and create processes to streamline.

Director, Investment Operations

The role:

As the Director, Investment Operations you will be responsible for providing strategic operational set up and oversight of the transaction processing and monitoring of the private equity investments, including legal entity operating activities. You have an advanced skillset in accounting, valuation methodology, and a strong analytical background as well as leadership skills for a specialized finance team.

Compliance Officer

The role:

We’re looking for a Compliance Officer to support the activities of the US and Canadian Broker-Dealers. The Compliance Officer is an integral part of the Legal and Compliance Team and will report directly to the US Corporate Counsel and Chief Compliance Officer. This individual will oversee and administer compliance activities for the broker-dealers in coordination with the corporate compliance frameworks.

People & Culture Recruiter

The role:

In this role, you are the go-to person who will work directly with the hiring managers and own the recruitment strategy to deliver an outstanding recruitment experience for candidates and your clients. We are looking for a People & Culture Recruiter to support multiple business lines and scale hiring in Vancouver, California, and New York. You will partner with hiring managers to build teams across our dynamic company and inform on hiring strategy to hire the right people for every job where they can make the biggest impact. You will also have the opportunity to work on strategic projects to improve and innovate how we attract and recruit the best talent!

External Wholesaler

The role:

This is a fast-moving position. To be successful in this role requires the stamina of running a marathon, and the ability to run a series of sprints within that marathon. You are a top-performing hybrid, external wholesaler, equity trader, or institutional salesperson. You have high energy, excellent communication skills, and are highly organized. You can also communicate equally well with accredited investors and sophisticated hedge fund managers.

Senior Developer

The role:

As the Senior Developer, you will help us architect and build new features, enhance our existing software, tools, and experiences to help engage our customers by extending our application capabilities and enhancing the existing technologies we use. You will help design and build new APIs, web services, and microservices while supporting the operations of the InvestX platform.


The role:

As a Principal, you will play a key role in evaluating and managing private investments and external fund commitments. Your activities include screening, diligence, and supporting the execution of new investments, ongoing monitoring of existing investments, participating in various projects, and staying abreast of trends in the private market. You will also be involved in some origination and share sourcing.

Join the InvestX Team