Rajesh Rampersaud

Onboarded investors on the AngelList platform, assisting with profile registration, eligibility documentation verification, and linking bank or cryptocurrency wallets. Guided investors on how to access and navigate the investor portal for documents, investment valuation, tax information, subscriptions, and withdrawals.

Maintained a CRM database containing investor information for over 250 funds and SPVs, acting as a point of contact for all investor queries. Implemented Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements for various jurisdictions and managed online investor portals for document distribution.

Acted as a point of contact for all investor queries and ensured timely responses by liaising with internal teams to obtain accurate information. Managed online investor portal to distribute investor capital statements, subscription confirmations, capital calls, audited financials, privacy policies, and fund correspondences.

Communicated with investors throughout the entire subscription process, ensuring ease and efficiency of completing the subscription agreement and uploading relevant KYC documents. Recorded investor subscription amounts, capital calls, redemptions, and transfers in the CRM database for fund accountants.

Led the successful rollout of a CRM program, in conjunction with the existing CRM database, to efficiently gather, track, and report data for customer demographics and preferences. Identified target markets and current market trends through research and data collection to develop business and determine customer satisfaction.

Studied the fundamentals of business administration with an emphasis on finance and accounting. Gained knowledge in financial principles, accounting practices, and business operations.