Investor Operations Analyst
ABOUT US
Our Product
“Point provides the opportunity to stabilize your financial situation without adding costly monthly payments.” - Homeowner in Burlingame, CA
Here at Point, we’re helping homeowners unlock the equity in their homes without taking on further debt. With an investment from Point, homeowners can de-leverage and diversify their wealth, freeing them up to invest in their business, renovate and maintain their home, eliminate debt, and tackle all of life’s expenses from college tuition to medical bills. Our equity investment product is an advantageous alternative for homeowners and investors alike. When partnering with Point, investors now have access to a brand new asset class - homeowner-occupied residential real estate. Point is the first fintech product that is truly aligned with consumers’ interests - when the homeowner does well, Point and its investors do well.
Our Team
People first
As a consumer fintech company, we embed integrity, transparency, and trust into everything we do at Point, including how we work. Whether you’re a homeowner, investor, employee, or candidate, it’s people who power our business. We keep the human experience top of mind.
Experts at work
We’re on a mission to help the 23 million equity-rich, but cash-constrained Americans tap into their home’s wealth. To do so, we have experience and expertise in all areas of the business, especially at the helm. Point’s leadership have previously founded TrialPay (acquired by Visa), Yub (acquired by Coupons.com), Metails (acquired by Buy.com), SiteAdvisor (acquired by McAfee), Affirm, SendGrid (acquired by Twilio), and TXN (acquired by Envestnet).
Championed by the best
In 2019, Point closed a $22M Series B led by Andreessen Horowitz (a16z), Prudential Financial, and DAG Ventures. We’ve received funding from Ribbit Capital, Greylock, SV Angel, and Bloomberg Beta as well.
THE ROLE
Your primary goal in the first twelve months is to work closely with the investor operations team to assist in building a well-balanced portfolio of Point options.
You will facilitate the process of selling assets to Point investors which includes allocating assets across investors, fund tracking, and reporting. Through this work, you will support the sales team, underwriting team, and management team to hit the company’s monthly funding goals.
Beyond the day to day, you will work to onboard new investors, and expand existing relationships. This includes investor due diligence, working cross-functionally within the organization, and improving current procedures.
You will work closely with all domains and teams within the Point organization. You will contribute as an early member of the investor operations team and build for growth.
YOU HAVE
- 1-3 years of investment banking, private equity, mortgage-backed securities, or similar related experience. Investor relations at a fintech company is a plus.
- Expert proficiency in Excel
- Strong data organization skills
- Default towards data-driven decision making, backed by analysis
- Excited to track investor performance across multiple portfolios
- 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
- Bonus points for:
- Fintech experience
- Real estate, mortgage, or lending experience
- SQL proficiency
- Consulting experience
PERKS AT POINT
Health Insurance
Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums.
Transportation
Point participates in the Caltrain GoPass program which provides an unlimited train pass for work and personal travel. Alternatively, team members commuting by car will receive free parking in downtown Palo Alto.
Generous Vacation
Take time for yourself and your family when you want - Point has an unlimited vacation policy.
Continued Learning
We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys.
Family Friendly
Point will top off California PFL earnings to full salary for up to eight weeks, as well as two weeks of fully paid leave to be available after exhaustion of CA PFL. An employee can take reasonable vacation time in addition to the California PFL leave.
Work From Home Stipends
With employees working remote through September 7, 2021, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.