Investment Operations Analyst

Job SummaryJoin MicroVentures, a premier equity crowdfunding platform, as we seek a driven Investment Operations Analyst to enhance our Fund Management team. Within this dynamic role, you will oversee the complete investment life cycle, encompassing the establishment and funding of LLCs, the execution of target investments, meticulous day-to-day Fund accounting, and the preparation of regular reports and tax documents. Additionally, you will play a crucial part in managing investment exits and the final closure of Funds.The ideal candidate embodies integrity, possesses exceptional attention to detail, and is committed to accuracy. A willingness to learn the nuances of our unique business model and thrive in a fast-paced financial setting is essential for success in this position.

Position OverviewJoin MicroVentures, a pioneering equity crowdfunding platform, as we expand our dynamic Fund Management team! We are in search of a driven and detail-oriented individual eager to contribute to the complete investment life cycle. This includes the establishment and funding of LLCs, executing target investments, managing day-to-day fund accounting, preparing periodic reports and tax forms, overseeing the exit of target investments, and finalizing fund closures.The perfect candidate will possess a strong commitment to accuracy and integrity, exceptional attention to detail, a desire to learn about our unique business model, and the ability to thrive in a fast-paced financial environment.

Join SafeLease as a Product Operations Analyst and play a crucial role in enhancing our product offerings. You will collaborate with cross-functional teams to optimize operations and ensure our products meet customer needs. Your analytical skills will be essential in driving data-driven decisions and improving product efficiency.

Join Wise as a Northam Investment Lead, where you will spearhead investment strategies and drive impactful financial decisions. This role requires a blend of analytical skills and leadership capabilities, enabling you to manage investment portfolios and collaborate with cross-functional teams to achieve financial objectives.

Job Summary:Join our dynamic accounting department at WhiteWater Midstream in Austin, TX, as a Financial Operations Analyst. In this pivotal role, you will serve as a crucial intermediary between our Accounting, Treasury, and Business Development teams. Your primary focus will be on cash forecasting preparation, conducting financial statement variance analysis, and tracking debt and capital expenditures. Additionally, you will contribute to various strategic projects as they arise.Key Responsibilities:Prepare and monitor project cash flows and overall forecasting to support operational needs, including:Collaborating with Finance and Engineering teams to ensure timely updates on construction and payment assumptions while providing valuable insights for effective cash management.Working closely with Operations and Engineering to accurately reflect changes in contracts, payment terms, and underlying asset and construction plans.Overseeing project capital forecasting and expenditure tracking.Managing and reviewing debt payments and capital expenditure transfer requests across multiple entities.Assisting in evaluating and preparing borrowing requests, capital calls, and distributions.Gather and analyze data for compliance reporting related to debt and joint venture agreements.Review multiple financing agreements to ensure accuracy and completeness of interest and principal payments.Prepare and review calculations for debt covenants and other banking compliance requirements to ensure alignment with agreements.Ensure compliance of cash management with underlying debt and deposit account control agreements.Assist in developing the annual operating budgets and explaining periodic variances between budgeted and actual financial statements.Support the tracking of interest rate hedge settlements.Engage in special projects as assigned.

Join Saronic as a Senior Finance Operations Analyst where you will play a crucial role in optimizing our financial processes and enhancing operational efficiency. In this position, you will be responsible for analyzing financial data, developing reports, and providing actionable insights to support strategic decision-making. Collaborate with cross-functional teams to drive initiatives that improve financial performance and contribute to the overall success of our organization.

Sales Operations & Planning Senior AnalystAbout UsInfinitum Electric is an innovative pre-IPO company, backed by a leading group of strategic partners and some of the most influential climate tech funds globally. We have garnered significant traction in shipments and secured major customer wins, establishing our technology as a valuable asset in the industry.Our organization boasts a world-class Research and Development team, a comprehensive patent portfolio, and a robust leadership team that's committed to scaling operations across all functions. Our headquarters are in Austin, TX, and our advanced manufacturing facility is located in Saltillo, Mexico, with ample room for expansion.Consumers increasingly recognize the value of solutions featuring "Infinitum Inside," and our OEM partners benefit from these unique offerings to enhance their close rates and profit margins.We are excited to be at the forefront of transforming a traditionally conservative sector with our groundbreaking technology. As we expand our go-to-market team, we are looking for individuals who are passionate about growth, eager to learn, and ready to contribute to building the next phase of our commercial engine. The RoleWe are in search of a detail-oriented and analytical Sales Operations & Planning Senior Analyst to be the cornerstone of our commercial planning engine.This position, modeled after leading industrial organizations, will be responsible for ensuring forecasting accuracy, demand roll-ups, price mapping, and maintaining the operational rigor that links Sales, Supply Chain, Manufacturing, and Finance.The ideal candidate will be adept at diving deep into data while effectively communicating insights in a clear and concise manner. This role requires an understanding of tactical constraints and the ability to create scalable planning frameworks that support rapid growth. The selected individual will demonstrate strong ownership, execute while building, and confidently hold cross-functional teams accountable to data, timelines, and commitments.

Role overview itD is hiring a Senior Analyst, Go-To-Market & Operations to support the execution and management of advertising partner programs. This remote role is based in Austin, Texas. The Senior Analyst coordinates across teams, manages operational workflows, and addresses challenges within the partner ecosystem to ensure go-to-market strategies run smoothly and effectively. What you will do Oversee daily execution and operational management for advertising partner initiatives Collaborate with cross-functional teams to keep programs moving forward and quickly address any obstacles Manage workflows and processes that help partners succeed Identify and resolve issues that could affect program delivery or partner satisfaction Suggest operational improvements using data-driven insights and creative problem-solving Requirements Extensive experience in sales or partner operations Demonstrated ability to manage complex programs from planning through execution Strong communication skills for working with stakeholders at various levels Comfort working with data to inform decisions and recommend improvements Ability to adapt and solve problems in a changing environment

Based in Texas (Austin), this Data Analyst – Wealth Management position at qodeworld focuses on supporting the Wealth Management team by translating data into practical insights. The analyst works closely with advisors and senior management to inform decisions about client portfolios, investment performance, and broader market trends. The aim is to improve client outcomes and make business operations more efficient. Key Responsibilities Gather, clean, and analyze financial and client data from various sources. Develop dashboards and reports to monitor portfolio performance, asset allocation, and risk metrics. Spot trends in client behavior, investment patterns, and product effectiveness. Provide advisors with data-driven recommendations for managing client portfolios. Collaborate with investment teams to assess new products and strategies. Ensure compliance with data management and reporting regulations. Automate recurring reporting tasks to boost efficiency. Share insights with stakeholders through visualizations, presentations, and written reports. Skills and Competencies Advanced proficiency in SQL, Excel, and data visualization tools such as Power BI or Tableau. Strong grasp of financial markets, investment products, and portfolio management principles. Experience using Python or R for statistical analysis and data modeling. Ability to interpret complex datasets and communicate findings clearly. Attention to detail and strong problem-solving skills. Familiarity with regulatory requirements in wealth management, including KYC, AML, and SEBI/SEC guidelines. Qualifications Bachelor’s or Master’s degree in Finance, Economics, Statistics, Data Science, or a related field. 2–5 years of experience in data analysis, ideally within financial services or wealth management. Professional certifications such as CFA, FRM, or Data Analytics certifications are considered an advantage.

Join American Operator as a Senior Investments Associate, where your motivation and expertise will drive the acquisition of small to medium-sized businesses, fostering significant portfolio growth and long-term value. In this dynamic role, you will evaluate, structure, and execute transactions, collaborating with senior leadership and cross-functional teams. You will take the lead on ‘Main Street’ and lower-middle market transactions, ensuring a hands-on approach to every deal.The ideal candidate will possess a blend of strong analytical skills and emotional intelligence, enabling you to effectively engage in high-stress, emotionally charged transactions. This position offers substantial ownership and impact within our Austin, TX office.

Position OverviewVerify traded volumes and nominate gas within pipeline and utility networks.Assist traders by promptly addressing information requests and proactively monitoring operational constraints.Engage in clear and proactive communication with counterparties, customers, and representatives to build rapport and establish strong relationships.Map gas flows and balance volumes in the ETRM (Entrade), ensuring precise invoicing and P&L allocations.Support portfolio P&L management, encompassing rate setting, asset optimization, trading positions, and risk management.Review and authorize pipeline transportation invoices.Investigate invoice discrepancies and collaborate with the Accounting Team for resolution.Note: Participation in on-call weekend rotation and availability for occasional nights and weekends is necessary.

At PitchBook, a subsidiary of Morningstar, we are committed to continuous improvement and innovation. Our culture is deeply collaborative, filled with enthusiasm and energy, making it an exciting place to work.We offer extensive learning programs and mentorship opportunities that foster a culture of curiosity, enabling us to discover new solutions and enhance our processes. Working in our dynamic environment means embracing some ambiguity, but we thrive on challenges. Our team is willing to take risks, learn quickly from failures, and continually strive for excellence.If you possess a proactive attitude and are ready to tackle challenges head-on, PitchBook is the perfect fit for you.About the Role:Lumonic, a branch of PitchBook, is a cutting-edge private credit management platform designed to automate reporting and compliance for private credit lenders. Our innovative platform simplifies the collection and verification of borrower financial data, allowing investors to monitor compliance and financial health in real-time.As a Portfolio Analyst in Private Capital at PitchBook, you will play a pivotal role in supporting our Lumonic subsidiary by assisting clients with portfolio monitoring, which includes tracking key performance indicators, ensuring borrower compliance, and analyzing financial statements.Primary Job Responsibilities:Organize and collect financial statements to guarantee accurate and efficient data management.

Job SummaryJoin MicroVentures as a Venture Capital Analyst, where you will be instrumental in executing due diligence for investments in innovative startups. In this pivotal role, you'll present your findings to angel investors, venture capitalists, and high-net-worth individuals through meticulously crafted written reports. Collaborating closely with investment targets, you will ensure a comprehensive and effective due diligence process.Primary ResponsibilitiesReviewing and analyzing business plans and pitch decks.Evaluating the attractiveness of markets and companies to identify promising investment opportunities.Engaging in all facets of due diligence for new investments, including business analysis, industry research, competitive landscape assessments, and data collection.Composing in-depth research reports detailing investment prospects.Expertly sourcing relevant data from various information channels.Additional ResponsibilitiesConducting startup analysis and market/vertical research.Investigating startup competition and assessing investor documents and capital raising details.Keeping abreast of trends within the tech industry.Producing accurate summaries of each startup’s business model.Curating reliable information from reputable sources.Monitoring the venture capital and tech startup ecosystem.Required QualificationsStrong comprehension of financing and accounting principles.Familiarity with the investment due diligence process.Exceptional interpersonal skills and a proven ability to excel in an entrepreneurial, minimally supervised environment.Outstanding writing and grammar skills are essential.A writing sample related to due diligence will be requested.PerksAnnual discretionary bonus.Comprehensive healthcare, dental, vision, and disability benefits.401(k) plan with matching contributions.Equity options in the company.A dynamic, fast-paced, and constantly evolving work environment.Fully stocked break room for your convenience.

Are you an ambitious, entrepreneurial professional eager to elevate your career? Join Prophet Homes as an Investment Real Estate Acquisitions Agent, where your drive and results-oriented approach can truly shine.Why You Will Thrive in This Role:- Exceptional Resources: Leverage our robust infrastructure, including strong buying power, trusted wholesale partnerships, and proprietary software to help you secure the best investment properties.- Accelerated Transactions: Benefit from faster closing times, quicker commission disbursements, and an increased volume of transactions.- Autonomy: Enjoy the flexibility to devise your own strategies and work on a schedule that suits you.- Comprehensive Support: Access extensive training programs and guidance from a knowledgeable team experienced in successful real estate transactions.

About the OpportunityJoin New Western, the leading home buyer in the U.S. and a three-time recipient of Glassdoor's Best Place to Work. Be part of a dynamic team committed to revitalizing neighborhoods, enhancing housing availability, and transforming the landscape of sales careers.At New Western, you will make a significant impact from the outset. You will gain comprehensive insight into the investment real estate industry, learn how to cultivate a robust pipeline of investors, and master the art of closing deals.

About Rebuilt:Rebuilt is a dynamic Private Equity-backed real estate firm dedicated to crafting mutually beneficial opportunities for property sellers seeking a seamless sale process and real estate investors in search of exclusive, high-return properties. We specialize in sourcing a diverse range of properties including residential, multifamily, commercial, raw land, mixed-use developments, and more. Recently, Rebuilt secured a $65M Series A investment to accelerate our expansion efforts. Our focus is on extending our geographic footprint, enhancing our presence in established markets, and integrating complementary services such as private lending, title & escrow, and property management. Rebuilt (www.rebuilt.com) is pioneering a vertically integrated real estate investment business, powered by unmatched local market expertise and cutting-edge technology solutions.About Your Role:As a Real Estate Investment Representative/Disposition Agent, you will play a pivotal role in our organization, acting as a liaison between sellers and investors within our expansive network. You will take ownership of the disposition process, managing transactions from inception to closure. Through our Emerging Leaders training and development program, you will evolve into a real estate investment expert within your local market. Your specific responsibilities will include:Formulating strategic plans to effectively sell acquired real estate properties to investors and prospective buyers.Negotiating with investors and evaluating their offers.Marketing properties to potential investors and conducting property showings.Overseeing the disposition process from start to finish until the deal is successfully closed.Building and nurturing relationships with investors and new prospects.Researching and analyzing current market conditions.How Rebuilt Invests in Your Success:Competitive base salary draw with unlimited commission potential.Mileage reimbursement, generous paid time off, comprehensive healthcare benefits, and a 401k matching program.Access to a vast network of over 100,000 investors nationwide.Leading acquisitions platform and top-tier real estate technology.A dedicated full-time call center in Nashville for prequalifying leads.A robust business development center focused on your outbound lead generation.Thorough onboarding through our Rebuilt University curriculum.Personalized one-on-one training and mentorship opportunities.

About the OpportunityJoin the #1 home buyer in the U.S. and a 3-time Glassdoor Best Place to Work. As an Acquisition Agent at New Western, you'll be at the forefront of sourcing off-market properties, negotiating with sellers, and defining the inventory that supports countless investor transactions.As an Acquisition Agent at New Western, you will thrive in a dynamic environment, utilizing our industry-leading market data to submit numerous offers on properties each month. This role is ideal for licensed agents with experience in the fix-and-flip sector, property management, or wholesaling, offering unparalleled income potential.

About Rebuilt:Rebuilt is an innovative real estate firm backed by private equity, dedicated to creating mutually beneficial opportunities for property sellers seeking a streamlined sales process and for real estate investors in search of exclusive, high-yield properties. Our diverse portfolio includes residential, multifamily, commercial, raw land, mixed-use properties, and more. Following a successful $65M Series A funding round aimed at accelerating our expansion, we are poised to enhance our geographic footprint, strengthen our presence in established markets, and diversify our service offerings with private lending, title and escrow, and property management solutions. Discover more about us at www.rebuilt.com. Your Role:As a Real Estate Investment Representative / Acquisitions Agent at Rebuilt, you will be the driving force behind our property acquisitions in your market. This involves engaging directly with numerous sellers each week through scheduled meetings and managing a robust pipeline of inbound leads.Conducting numerous face-to-face meetings with property sellers weeklyNegotiating prices and terms for property acquisitionsResponding to inquiries from potential buyers and sellersFollowing up and nurturing warm leads in the real estate sectorPresenting our deals to local investorsProactively networking to discover organic property leads, supported by our training and proven strategiesBuilding lasting relationships with local investors through networking events, meet-ups, and educational sessionsHow Rebuilt Supports Your Success: Base salary draw with unlimited commission potentialMileage reimbursement, paid time off, healthcare, and a 401k matchAccess to a nationwide network of over 100,000 investorsLeading-edge acquisitions platform and top-tier real estate technologyA dedicated call center in Nashville that pre-qualifies leads and sets your appointmentsA comprehensive business development center focused on your outbound lead generationThorough onboarding through the Rebuilt University curriculumOngoing personalized training and mentorship

Are you a motivated and licensed real estate professional eager to embark on a lucrative career in investment real estate? Join Prophet Homes as an Investment Real Estate Agent, where you will collaborate directly with real estate investors to connect them with profitable investment opportunities and facilitate high-volume transactions in a dynamic environment.Whether you're an established real estate agent, a sales expert, or someone passionate about real estate willing to obtain a license, we offer comprehensive training, cutting-edge tools, and unwavering support to ensure your success.Key ResponsibilitiesAs an Investment Real Estate Agent, you will:- Collaborate with real estate investors to pinpoint their investment objectives, assess opportunities, and assist them in acquiring properties that align with their strategies.- Cultivate and nurture investor relationships while expanding your own portfolio.- Utilize Prophet’s proprietary training, advanced technology, and marketplace platform to enhance your performance.- Join a community of dedicated agents and managers who promote a fun, supportive, and results-driven culture.This role is fast-paced and characterized by high transaction volumes and swift closings. Our agents typically sell 3-5 times more properties than standard realtors in their first year.Additionally, this position serves as the initial step in our accelerated career trajectory, with opportunities for progression from Sales to Acquisitions, often leading to management roles within a few years.Why Choose Prophet Homes?Unlimited Earning Potential- Enjoy a 100% commission-based structure with no income cap.- Benefit from higher commission splits compared to our competitors.- Our lender referral program enables agents to significantly increase their earnings (often thousands per transaction).- Top achievers can earn $175,000+ in their first year.High Transaction Volume- Experience quicker closings and regular commission payouts.

Join Mindlance as a Senior Business Analyst and leverage your analytical skills to deliver high-impact business solutions. You will work closely with stakeholders across various departments to identify business needs and translate them into actionable insights. Your expertise will guide decision-making and drive strategic initiatives.