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

  1. 1Recruiter Call· 30 min
  2. 2Hiring Manager Interview· 45 min
  3. 3Technical Assessment· 60 min
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