Unlock Technologies

Unlock helps homeowners access the equity in their home without a loan. No monthly payments. No interest charges, ever.

Investment Operations Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

57 days ago

Salary

$90K - $100K / year

Bachelor Degree5 yrs expEnglishPythonSQLTableauVBA

Job Description

• Process daily funding requests for assets. • Manage asset verification for funding, initiate requests to facility partners, and partner with the Treasury team to ensure timely release of funds to the title company. • Monitor and validate all asset related cash transactions and asset transactions • Run daily settlements for assets that have been repaid and process settlements to investors • Monitor processes that manage and monitor weekly valuations and notable credit changes in our assets • Monitoring and reporting on collateral custody status with our collateral agents • Run finance related daily operations for Unlock’s originations and secondary transactions with investors including Trade Ticketing & Settlement, Collateral Review & Movement, Daily asset fundings, Investor Reporting, Ad-hoc investor data and analysis requests • Partner with developers regarding requirements, discuss proposals, and implement new solutions that improve our process and capabilities • Maintain tools and dashboards used to streamline Investment Ops functions and analyses • Provide feedback to senior technical developers to continuously iterate on and improve existing workflows

Job Requirements

  • 5+ years of professional experience in a Finance Operations role or Middle Office Position
  • High degree of proficiency and autonomy in Excel
  • Passion and ability for self-automation using some combination of Excel Macros, SQL, VBA, Python and Tableau
  • Strong oral and written communication skills
  • Strong attention to detail
  • Strong analytical and critical thinking skills
  • Experience in Finance, MBS, Real Estate, Lending, Trading, and/or Treasury is a plus
  • Advanced experience with SQL or other technical tools preferred
  • Experience working in an Operations capacity on a Trading Floor, Asset Manager, and/or Treasury function preferred

Benefits

  • Discretionary time off for rest and recharge
  • Comprehensive health plans covering medical, dental, and vision, fully funded by us
  • 4% employer match to your 401(k) contributions
  • Dynamic and inclusive work environment that fosters innovation and growth
  • Ongoing professional development and career advancement opportunities
  • Flexible work arrangements and a strong emphasis on work-life balance

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