23h ago
Investment Operations Analyst
Remote
$90k-$100k / year
full-timesenior Remote
🛠 Tech Stack
💼 About This Role
You'll manage day-to-day operational processes supporting asset origination and investor reporting for a fintech company. Your work ensures accurate funding, settlement, and valuation of assets while partnering with Treasury and Capital Markets. You'll drive process improvements through automation and tooling.
🎯 What You'll Do
- Process daily funding requests for assets.
- Run daily settlements for repaid assets and process investor settlements.
- Monitor and validate asset cash transactions and valuations.
- Partner with developers to implement new solutions improving operations.
📋 Requirements
- 5+ years of experience in Finance Operations or Middle Office
- High proficiency in Excel with autonomy
- Experience with Excel Macros, SQL, VBA, Python, or Tableau for self-automation
- Strong analytical and critical thinking skills
✨ Nice to Have
- Experience in Finance, MBS, Real Estate, Lending, Trading, or Treasury
- Advanced experience with SQL or other technical tools
- Operations capacity on a Trading Floor, Asset Manager, or Treasury function
🎁 Benefits & Perks
- 🏖️ Discretionary time off for rest and recharge
- 🏥 Comprehensive health plans (medical, dental, vision) fully funded
- 💰 4% employer match to your 401(k) contributions
- 📈 Ongoing professional development and career advancement opportunities
- 🏠 Flexible work arrangements with emphasis on work-life balance
📨 Hiring Process
Estimated timeline: 2-4 weeks · AI estimate
- 1Recruiter Call· 30 min
- 2Hiring Manager Interview· 45 min
- 3Technical Assessment· 60 min
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