Point · 1 day ago
Investor Operations Associate
United States
Full-time
Remote
Entry, Mid Level
$119K/yr - $131K/yr
2+ years expPoint is a company focused on making homeownership more valuable and accessible. The Investor Operations Associate will partner with internal teams to execute investor operations, manage communication with existing investors, and support the end-to-end process of selling Point-originated assets to investors.
Financial ServicesFinTechReal EstateReal Estate Investment
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
Qualification
Required
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
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 state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
Company
Point
Point is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan.
51-200 employees
H1B Sponsorship
Point has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (4)
2022 (2)
2021 (3)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$928.7MKey Investors
Blue OwlAtalaya CapitalWestCap
2025-11-05Debt Financing· $390M
2025-06-05Debt Financing· $248.6M
2024-05-30Debt Financing· $141M
Leadership Team
Eddie Lim
Co-Founder
Eoin Matthews
CBO & Co-founder
Recent News
2025-12-10
2025-12-09
HousingWire.com
2025-11-06
Company data provided by crunchbase