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Headquartered in Tempe, Arizona, Unlock Technologies, Inc., founded in 2020, is a financial technology company that provides homeowners with innovative solution
Investment Operations Analyst
Location
United States
Posted
135 days ago
Salary
$90K - $100K / year
Seniority
Senior
Job Description
Investment Operations Analyst
Unlock Technologies, Inc.
• 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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