• Support a portfolio of emerging venture capital firms • Help fund managers with deal review and best practices as they deploy capital across the full arc of the process — sourcing, filtering, diligence, execution, and portfolio follow-up • Help review and strengthen deal memos and provide feedback and diligence guidance • Support programs that share strong opportunities across the platform • Maintain a scouting network that surfaces deals matched to each fund's thesis

• Report loan activity records accurately and on time to Investors. • Perform monthly reconciliations in accordance with investor requirements. • Maintain remittance schedules and ensure the timely delivery of funds. • Apply amortization schedules to loan data for proper reporting. • Collaborate with internal departments and understand the impact of servicing events on reporting. • Utilize internally developed systems and tools in order to perform root cause analysis • Use Excel (including VLOOKUPs, pivot tables, and basic formulas) and Google Workspace tools to manage reporting data. • Other duties as assigned

• Process stock plan transactions including plan setup, participant account reviews, reconciliations, and issue resolution • Support equity transactions related to RSU vestings, ESPP events, option exercises, and 10b5-1 instructions • Initiate and monitor DWAC and DTC transfers while coordinating with clearing firms to ensure accurate settlement • Reconcile trade executions, allocations, and participant accounts across multiple platforms • Research and resolve operational, trading, and account-related exceptions • Partner with internal stakeholders to support stock plan trading activities and operational readiness • Support audits, compliance requests, process improvements, and daily service activities to deliver an exceptional client experience

• Educating identified members about programs available to them to promote wellness • Scheduling appointments with our nurses and coaches or scheduling them in a group coaching event • Educating members on their company sponsored incentives and reviewing progress towards meeting their incentives. • Assisting members with portal questions (password resets, registering, navigation, filling out health assessments) and promoting the mobile app • Providing a positive member experience reflective of the CVS values. • Connecting with the members through inbound and outbound phone calls