Investor Operations Associate

Local or 100% Remote

About Point

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.

✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.

 

About the role

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.

 

Your 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.

 

About you

• 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

 

Our 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