Investor Operations Associate
About The Position
The Investor Operations Associate will partner closely with internal teams - including Servicing, Legal, Product, and Engineering - to execute daily and monthly investor operations and continuously improve the processes that support them. You’ll play a key role in ongoing investor workflows once an investor is live on the Point platform. The Investor Operations associate will serve as Point's primary liaison between existing investors and will support the end-to-end process of selling Point-originated assets to investors. These tasks include allocating assets across investors, fund tracking, monthly or weekly reporting, investor due diligence, and default workflow management. This role will assist in onboarding new investors and expanding existing relationships by coordinating diligence efforts, leading cross-functional workstreams, and refining internal processes to scale investor operations as the business grows. This will enable you to gain exposure to a wide range of domains and teams within Point, and we are looking for you to build strong working relationships across the organization. You are a strategic thinker with a growth mindset who loves a good puzzle or riddle.
Requirements
- 2+ years of investment banking, investor reporting, private equity, mortgage-backed securities, or similar investor-related experience.
- Expert proficiency in Excel, SQL preferred
- You have a strong drive to build, own, and improve what you are doing without being told
- You have strong data organization skills
- Default towards data-driven decision making, backed by analysis
- Tracking investor performance across multiple portfolios excites you
- Strong desire to provide a positive experience to investors while keeping the customer front of mind
- Ability to see value where others may not and can clearly articulate that value
- You are analytical and smart about process improvement
- You think like an owner and are focused on future growth
Responsibilities
- Partner with Servicing, Legal, Product, and Engineering to execute day-to-day investor operations and support smooth ongoing workflows for live investors.
- Serve as Point’s primary liaison to existing investors, managing communication, coordination, and follow-through on investor needs.
- Support the end-to-end process of selling Point-originated assets to investors, including coordinating key operational steps and stakeholder inputs.
- Maintain and improve recurring investor operational workflows (including monthly reporting) to ensure accuracy, consistency, and scalability.
- Help grow and strengthen investor relationships by providing responsive operational support and maintaining high service standards.
- Participate in cross-functional workstreams to resolve issues, drive process improvements, and reduce operational friction.
Benefits
- Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
- Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
- Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
- Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
- Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
- Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
- Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
