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Investor Operations
Posted on 6/28/2022
Burlingame, CA, USA • Los Angeles, CA, USA • Dallas, TX, USA • Tempe, AZ...
Experience Level
Desired Skills
  • 3-5 years of experience at large public accounting firm, consumer fintech company, or financial institution; former CPA a plus
  • Advanced in Excel and familiarity with SQL
  • Confident and comfortable with working large data sets
  • Highly organized, detail-oriented and a strong client service orientation - this is a client facing role
  • Superior written and verbal communication skills
  • Good judgment and excellent interpersonal skills
  • Business-focused mindset with a demonstrated ability to take ownership and resolve issues with minimal supervision
  • Ability to operate in a fast-paced environment and recognize and focus on critical issues
  • Strong desire to learn and do more
  • Flexibility to prioritize, balance and respond to competing needs within a growing organization
  • You will work closely with Data Engineering/Business Intelligence teams to manage the investor platform data. Being a liaison and working with our internal teams you will provide feedback to improve processes through reporting enhancements and automation
  • Collaborate with capital markets teams to develop best-in-class investor experience and document investor operations procedures
  • Assist with a variety of activities related to daily investor operations including account funding, loan purchases, and portfolio reconciliations
  • Work with product managers and engineers to ensure integrity of investor data reports and timely customization of reports based on investor needs
  • Manage the onboarding of new investors including account opening and documentation review
  • Build relationships with institutional investors, warehouse providers, custodians, backup servicers, etc
  • Work towards automation and scalability of our systems, processes, and reporting
  • Produce the credit facilities analysis and reporting
  • Support ABS Securitization activity
Freedom Financial Network

1,001-5,000 employees

Personal financial assessments & debt solutions
Company Overview
Freedom Financial Network's mission is to empower everyday Americans to move forward towards a better financial future.
  • Medical, dental, vision.
  • Paid Vacation. (increases with tenure)
  • PTO for your birthday.
  • 401k with employer match.
  • Paid holidays & sick days.
  • PTO for volunteer work.
  • Parent Leave.
  • Pet Insurance.
Company Values
  • Care (for everyone)
  • Get Better (every day)
  • Act With Integrity (every time)
  • Collaborate (with everybody)