Investor Operations Associate
Point Digital Finance, Inc.(4 days ago)
About this role
The Investor Operations Associate partners with internal teams to execute investor operations and manage ongoing workflows for investors on Point’s platform. The role acts as the primary liaison to existing investors and supports the end-to-end sale of Point-originated assets. It emphasizes reporting, fund tracking, due diligence, and continuous process improvement to scale investor operations.
Required Skills
- Excel
- SQL
- Investor Reporting
- Fund Tracking
- Due Diligence
- Data Organization
- Data Analysis
- Process Improvement
- Communication
- Collaboration
About Point Digital Finance, Inc.
point.comPoint is a fintech company that helps homeowners tap their home equity through Home Equity Investments (HEI) and HELOC products. Its HEI lets homeowners receive cash now in exchange for a share of future home value changes, and its HELOC offers revolving credit—both designed to provide flexible access to equity (offers up to ~$600k) with options that can avoid monthly principal/interest payments or income-verification requirements. Headquartered in Palo Alto, Point positions itself as an alternative to traditional home loans, emphasizing a streamlined digital experience and flexible terms for homeowners.
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