Portfolio & Investment Operations Manager

Figure

. Track performance of mortgage assets, including origination trends, payoffs, delinquency, extensions, draws, and loss metrics across warehouse and owned positions .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $120,438 - $180,656 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management and asset performance analysis, with strong capabilities in financial modeling and reporting. Proficient in utilizing tools like Excel, SQL, and Tableau to track and analyze mortgage assets and ensure compliance with governing agreements.

Highest-signal resume keywords

Portfolio ManagementFinancial ModelingExcelSQLPython

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio TrackingAsset Performance AnalysisInvestment Vehicle AdministrationNAV AttributionCredit Analysis

Soft Skills

Attention to DetailWritten CommunicationAbility to Thrive in Fast-Paced Environments

Tools & Technologies

Tableau

Industry Keywords

Structured FinanceCapital MarketsResidential Transition LoansHELOCsRMBS

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Track performance of mortgage assets, including origination trends, payoffs, delinquency, extensions, draws, and loss metrics across warehouse and owned positions
Produce recurring portfolio reports for internal and institutional stakeholders, and support board and investor reporting cycles
Maintain a current view of concentration limits, eligibility criteria, and covenant compliance across the portfolio
Build and maintain portfolio dashboards and trackers covering performance, cash flows, and key risk metrics
Manage day-to-day portfolio operations, including delinquency tracking and cash and collateral reconciliation
Apply the portfolio’s governing agreements to day-to-day decisions, including expense sharing, decision rights, and waterfall mechanics
Support forward flow and loan sale relationships, including compliance with applicable purchase and forward flow agreements
Coordinate with Legal and Compliance on counterparty notifications, consents, and amendments as the portfolio evolves
Oversee investment vehicle mechanics for joint ventures, including capital calls, distributions, and investor reporting cycles
Partner with deal and transaction management, structuring, and compliance teams on new originations, securitizations, and portfolio sales
Work with Finance and Accounting on cash reconciliation, fee distributions, and portfolio economics
Collaborate with Treasury on warehouse facility utilization and borrowing-base reporting for the portfolio

Requirements

What you’ll need

4+ years in portfolio or asset management, structured finance, or capital markets operations, with direct exposure to residential transition loans (RTL)/bridge loans, HELOCs, RMBS, or warehouse-financed loan portfolios
Comfort interpreting and applying governing agreements, servicing agreements, and financing documents
Ability to read and apply legal and transaction documents directly rather than relying on summaries
Strong Excel, SQL, Python, Tableau, and financial modeling skills, with comfort building and maintaining portfolio tracking and reporting tools
Excellent written communication for reporting across counterparties
High attention to detail and comfort verifying claims against source documents rather than assumptions
Experience with fund or investment vehicle administration, including capital calls, distributions, and investor reporting cycles (preferred)
Comfort with NAV attribution and valuation processes for asset-backed credit portfolios (preferred)
Strong investment and credit analysis skills, with the ability to assess asset performance trends and flag emerging risks (preferred)
Ability to thrive in a fast-paced startup environment
Adhere to all company security policies and data handling procedures
Complete mandatory security awareness training within required timeframes
Promptly report any suspected security incidents or suspicious activity to the Security team
Must verify identity and eligibility to work in the United States
Figure will not sponsor work visas for this position

Benefits

Comp & perks

25% annual bonus target, paid quarterly
Company equity in the form of RSUs
Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
Employer-paid life and disability insurance
11 observed holidays and PTO plan
Up to 12 weeks of paid family leave
Continuing education reimbursement