Investment Analyst

About the role

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. We’re building trust in this system of credit. 

Setpoint is looking for an Investment Analyst to join the Investments team.

This is an opportunity to have a big impact and partner with multiple functions across the organization. The ideal candidate will bring strong underwriting and analytical experience to the role. They will collaborate with internal and external stakeholders, and welcome the dynamic environment that comes with a fast growing company. 

Who will love this job

• A doer - you have a strong bias towards action and a 'get it done' mentality
• A data-driven thinker - you can use data and analysis to drive decision making
• A great communicator – you possess excellent written and verbal communication skills and attention to detail
• A multi-tasker – you can manage multiple priorities and execute them effectively within their deadlines
• A problem-solver - you can quickly get to expert status in new areas, understand what’s most important and solve problems
• A process driver - you can pick up complex systems and design repeatable solutions

What you’ll do

• Support the Managing Director, Senior Principal, and Senior Associate on the Investment team
• Perform quantitative and qualitative analysis used to support the underwriting of Setpoint’s potential investment opportunities 
• Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal and external stakeholders
• Analyze the performance of existing investments, including both the collateral as well as the operating company
• Own the development and maintenance of internal models
• Evaluate market conditions in existing and potential new investments; provide information and analysis to develop and support asset allocation decisions related to these categories
• Provide transaction support to assist in executing new investments 

You should have

• 2-4 years of relevant experience, preferably in structured credit, private equity, or investment banking 
• A bias toward action, including the ability to push projects forward with minimal supervision, and bring an ownership mentality to their work
• Strong quantitative skills and demonstrated analytical ability 
• Superior organization and time-management
• Attention to detail with the ability to work on multiple projects simultaneously
• Experience in accounting, finance, or real estate is a plus
• Desire to be an integral part of a high growth, entrepreneurial investment firm

About Setpoint

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 

For all our employees, we offer a full slate of benefits from competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we’re currently hiring remote team members for specific roles.

Compensation: $90,000 - $125,000 dependent on multiple factors, which may include the candidate's skills, experience, location, and other qualifications. 

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.