Unlock Technologies

Investment Operations and Treasury Lead

About Unlock

Unlock's mission is to unleash the power of home equity to enrich people's lives. We do this through a financial solution called a Home Equity Agreement or HEA, an entirely new way to access and utilize home equity. We're not a lender, so there are no interest charges or monthly payments and homeowners with poor credit or high levels of debt can still qualify. We're beyond passionate about helping our customers build greater financial resiliency. We are mission driven, consumer centric and our products are designed for the way homeowners want to live their lives today - with flexibility and control.

About the role

We are seeking a highly skilled Investment Operations Lead to join our team. Reporting to the Head of Treasury and Investment Operations, this role is pivotal in ensuring the efficient and accurate processing of investment transactions, developing operational strategies, and driving process improvements. The ideal candidate will be a driven, self-starter who communicates well and has a combination of strong technical expertise and good financial knowledge. This role requires a keen eye for detail, understanding and managing our cash flows and the ability to thrive in a fast-paced environment.

  • You'll report to: Unlock's Chief Capital Officer
  • Location: Remote in the US

What we're looking for

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum of 5 years of experience in investment operations or a similar role.
  • Proficiency in SQL, C# .Net, Excel, VBA, Python, and Tableau.
  • Strong analytical and critical thinking skills.
  • Excellent oral and written communication skills.
  • Experience in finance, mortgage-backed securities (MBS), real estate, lending, trading, and/or treasury.
  • Ability to self-automate using tools such as Excel Macros and other programming languages.
  • PC skills including working knowledge of the Microsoft environment and the ability to access, manipulate, organize, and relay information in a meaningful way.
  • Demonstrated ability to build and maintain relationships with internal and external stakeholders.
  • Ability to work in a fast-paced team environment.
  • Experience in the mortgage industry is a plus

What we offer

  • Equity Stake: A share in our company, providing you with a piece of our collective success.
  • Discretionary Time Off: Flexible time off for you to rest and recharge as needed.
  • Comprehensive Health Plans: Medical, dental, and vision plans to support your well-being.
  • 401(k) Match: An annual 4% employer match to aid in your retirement planning.
  • Make Your Mark: Your chance to play a pivotal role in our growth and leave a lasting impact on the company and industry.

Unlock is an equal opportunity employer. We evaluate qualified applicants without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, gender identity or other protected status under all applicable laws, regulations, and ordinances.
  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Management and Manufacturing
  • Industries

    Technology, Information and Internet

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