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Investment Analyst – Acquisitions, Asset Management & Portfolio Analytics (remote, LATAM preferred)

Hire5AnywhereFull-time
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Compensation$70K - 120K a year

Support asset management, investment analysis, and implement AI tools to improve efficiency. | Mid-level experience in finance or real estate, advanced Excel skills, and ability to work independently remotely. | Company OakPoint Real Estate OakPoint is a privately held real estate investment firm with offices in Nashville, TN and Austin, TX. Since 2011, OakPoint has completed 60+ investments across the Southeast and Texas, managing a diversified portfolio of commercial and multifamily assets. We are a lean, high-accountability team that values strong analytical thinking, ownership, and collaboration. While most of our team is U.S.-based and works in-office, we are intentionally expanding our remote talent footprint with individuals who can operate as true members of the OakPoint team — not outsourced support. As OakPoint continues to expand its commercial and multifamily investment platform, we are seeking a sharp, technically minded Investment Analyst to support asset and portfolio management, acquisitions, and corporate initiatives. This is an opportunity for someone who thrives on analytical rigor, intellectual curiosity, and building systems that make great teams faster. You’ll build institutional playbooks for the company, underwrite real estate investments, analyze portfolio performance, and help implement new AI-enabled tools that increase efficiency and accuracy across the business. You’ll work directly with senior leaders across acquisitions, finance, and asset management—gaining visibility into every part of the investment lifecycle while helping shape how technology supports decision-making at OakPoint. Key Responsibilities Asset and Portfolio Management Build institutional quality playbooks for our organization, leveraging industry standards Provide ongoing financial and operational analysis for existing multifamily and office assets Track actual performance versus underwriting, budgets, and business plans Support portfolio-level reporting, scenario modeling, and sensitivity analysis for Directors Identify opportunities to enhance value through operational insights and performance analytics. Investment Analysis & Underwriting: Build and maintain detailed financial models for commercial and multifamily acquisitions. Conduct market research, valuation benchmarking, and scenario analysis to support investment decisions. Prepare due diligence materials and investment committee presentations. Review and analyze rent rolls, operating statements, capital expenditure budgets, and debt structures Corporate FP&A Support firm-level budgeting, forecasting, and portfolio analysis. Contribute to cash flow modeling and corporate performance tracking. Technology & AI Integration Help identify repetitive processes that can be automated using AI and data-driven tools. Support implementation of AI-enabled systems (e.g., underwriting automation, data aggregation, reporting dashboards). Partner with cross-functional leaders to improve data quality, streamline workflows, and drive measurable efficiency gains. What success looks like (first 90 days) You feel like a true member of the OakPoint team, despite being remote You understand how OakPoint: Underwrites deals Manages assets Evaluates portfolio performance You can confidently handle baseline analyses independently Senior leaders trust your models, assumptions, and recommendations Communication feels seamless—as if you were sitting in the Nashville or Austin office Who You Are A technically oriented problem solver who thrives on creating structure and clarity. Intellectually curious and eager to experiment with new tools to make work smarter, not harder. Confident in your analytical skills yet humble enough to seek feedback and learn quickly. Accountable—you “own it” from start to finish, bringing a bias toward action and follow-through. Energized by the opportunity to work in a fast-paced, entrepreneurial, and high-performing team environment. Excited by both real estate and the role technology can play in transforming the industry. Qualifications Required Qualifications: Entry- to mid-level experience (typically 1–5 years) in finance, real estate, consulting, investment analysis, or similar roles Advanced Excel skills (10/10 required) Expert-level proficiency in formulas, financial modeling, scenario analysis, and large datasets Ability to build complex models from scratch with minimal guidance Strong analytical rigor and attention to detail Excellent written and verbal communication skills in English Ability to work independently in a remote environment Ability to work approximately 75% of U.S. Central Time business hours Strong organizational skills and ability to manage multiple priorities Preferred Qualifications Real estate experience preferred but not required Experience underwriting multifamily and/or office real estate Experience with Argus (preferred) Familiarity with real estate investment concepts (NOI, cap rates, debt service, IRR) Interest in AI, automation, and process improvement within investment organizations Why OakPoint Exposure to acquisitions, asset management, and corporate finance within a lean, high-performing team. Early ownership and tangible impact on high-profile investments. Mentorship from senior partners with deep experience in real estate, finance, and technology adoption. A culture that rewards initiative, thoughtful confidence, and stewardship. Growth & Development Opportunity to grow from Analyst → Associate, and potentially beyond for exceptional performers High visibility with senior leadership Biweekly one-on-ones focused on development and performance This role is not designed as a people-management position but offers meaningful growth in scope, trust, and impact. Application deadline: January 30. Please note that the later you apply - the more intensive your selection process will be, for example, you will have less time for the test assignment, etc. The selection process: 1. Fill in the application form - attach your CV; 2. Have a Zoom interview with Hire5 Recruiter; candidates may also be asked to share prior real-world models they have built. 3. Intro & Fit Interview with one of the managing partners. 4. Practical case study (2 hours max, final-stage only) 5. Get hired!

Financial Modeling
Data Analysis
Process Automation
Direct Apply
Posted 17 days ago
Hire5

Analyst – Acquisitions, Asset Management & Portfolio Analytics (remote, LATAM preferred)

Hire5AnywhereFull-time
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Compensation$70K - 120K a year

Support acquisitions, asset management, and portfolio analytics through independent analysis, modeling, and strategic recommendations. | Strong Excel skills, financial modeling experience, ability to work independently remotely, and relevant experience in finance or real estate. | Company OakPoint Real Estate OakPoint is a privately held real estate investment firm with offices in Nashville, TN and Austin, TX. Since 2011, OakPoint has completed 60+ investments across the Southeast and Texas, managing a diversified portfolio of commercial and multifamily assets. We are a lean, high-accountability team that values strong analytical thinking, ownership, and collaboration. While most of our team is U.S.-based and works in-office, we are intentionally expanding our remote talent footprint with individuals who can operate as true members of the OakPoint team — not outsourced support. OakPoint is hiring a mid-level Analyst to support acquisitions, asset management, portfolio analytics, and select corporate initiatives. This role is designed for someone who can move beyond recurring tasks and contribute independent analytical judgment, recommendations, and decision-ready outputs. This is not a purely executional role. You will work closely with senior leaders across acquisitions and asset management, supporting live deals, portfolio performance, and internal initiatives. Over time, this role may evolve to become more acquisitions-focused and may act as a first reviewer of analytical work as the team grows. This hire is a trial run for building long-term remote analytical capacity at OakPoint. Success in this role will directly influence future team expansion. What you’ll do Acquisitions & Underwriting Underwrite 3–4 new deals per month on average across multifamily and office assets Build Excel-based financial models from scratch, including: Cash flow projections IRR / NPV analysis Sensitivity and downside scenarios Review rent rolls, operating statements, capex budgets, and debt structures Support investment memos, IC materials, refinancings, and dispositions Go beyond “doing the work” to provide clear recommendations and rationale Asset Management & Portfolio Analytics Support ongoing financial and operational analysis for existing assets Track actual performance vs underwriting, budgets, and business plans Assist with portfolio-level scenario modeling and strategic analysis Partner with asset management leaders on ad hoc analytical requests Market Research Conduct market and submarket research (demographics, rent trends, supply/demand) Synthesize broker input, third-party research, and public data into insights Support both acquisitions and asset management with market context Process Improvement & Tools Help identify opportunities to improve underwriting, reporting, and analytics workflows Support development of standardized models, templates, and dashboards Assist with testing and implementing AI-enabled tools where appropriate Collaboration & Ownership Support multiple stakeholders across acquisitions and asset management Manage competing priorities with strong organization and communication Take ownership of analysis end-to-end, from scoping to final output What success looks like (first 90 days) You feel like a true member of the OakPoint team, despite being remote You understand how OakPoint: Underwrites deals Manages assets Evaluates portfolio performance You can confidently handle baseline analyses independently Senior leaders trust your models, assumptions, and recommendations Communication feels seamless—as if you were sitting in the Nashville or Austin office Ideal Candidate Profile This role is best suited for a mid-level analyst (3–5 years experience), though exceptional junior candidates may be considered. You are likely a fit if you: Have strong experience in finance, real estate, investment analysis, consulting, or FP&A Can build complex Excel models from a blank sheet with minimal guidance Are comfortable working with ambiguity and incomplete inputs Enjoy moving from analysis to recommendation Can manage multiple stakeholders and priorities Want to grow with a firm, not just complete tasks Required Qualifications Advanced Excel skills (expert-level; modeling from scratch required) Strong financial modeling, scenario analysis, and attention to detail Excellent written and spoken English (accent is fine; clarity is key) Ability to work independently in a remote environment Availability to work primarily U.S. Central Time business hours (flexible within that) Strong organization and task management skills Preferred (Not Required) Real estate experience (multifamily and/or office) Experience with Argus Familiarity with NOI, cap rates, debt service, IRR Interest in AI, automation, and process improvement Tools & Data Access Microsoft Excel, Word, PowerPoint Argus (access provided) Additional internal platforms and data sources (access-based) Growth & Development Opportunity to grow from Analyst → Associate, and potentially beyond for exceptional performers High visibility with senior leadership Biweekly one-on-ones focused on development and performance This role is not designed as a people-management position but offers meaningful growth in scope, trust, and impact. Application deadline: January 30. Please note that the later you apply - the more intensive your selection process will be, for example, you will have less time for the test assignment, etc. The selection process: 1. Fill in the application form - attach your CV; 2. Have a Zoom interview with Hire5 Recruiter; candidates may also be asked to share prior real-world models they have built. 3. Intro & Fit Interview with one of the managing partners. 4. Practical case study (2 hours max, final-stage only) 5. Get hired!

Financial Modeling
Data Analysis
Process Improvement
Direct Apply
Posted 17 days ago
Hire5

Claims Operations & Finance Administrator at Tricura Insurance Group (Remote)

Hire5AnywhereFull-time
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Compensation$40K - 70K a year

Supporting claims operations through financial tracking, invoice management, and workflow administration. | At least 1 year of administrative or claims support experience, strong Excel skills, and excellent organization and communication skills. | Location: Remote, LatAm countries Schedule: Full-time, 9-6 EST Reports to: Chief Claims Officer Portfolio: Professional Liability claims governed by Centaur Risk Partners Tricura Insurance Group is a rapidly growing, tech-enabled insurance and risk-management company redefining how healthcare organizations protect, manage, and strengthen their operations. Founded by industry experts with deep backgrounds in clinical care, risk management, and technology, Tricura delivers tailored liability coverage and advanced claims management to some of the most complex and high-risk healthcare environments. Led by Gabriel Mayer (CEO), Beau Walker (CTO), and Matthew Queen (COO), Tricura leverages cutting-edge AI, machine learning, and data intelligence to enhance underwriting precision, improve risk analysis, and deliver better outcomes for healthcare providers. Our mission: Improve the quality of care delivery and strengthen provider businesses while reducing the cost of risk. About the Role: We are seeking a highly organized Administrative Assistant to support claims adjusters handling professional liability claims under a portfolio governed by Centaur Risk Partners. This role is central to keeping claims operations moving smoothly, especially around financial tracking, invoice processing, policy limit updates, and timely insured communication. The right candidate is detail-obsessed, deadline-driven, comfortable with spreadsheets, and able to manage multiple moving parts without dropping anything. Key Responsibilities: Financial Tracking & General Ledger Maintenance Develop and maintain a general ledger of all claim-related financial activity (payments, invoices, deductible debits, etc.) Ensure ledger accuracy and completeness for monthly reporting and bordereaux preparation Prepare financial activity summaries for review by adjusters and management Invoice Collection & Deductible / Limit Accounting Collect, track, and account for invoices from third parties (defense counsel, experts, vendors, etc.) Apply invoice amounts against insured deductibles and ensure proper documentation Coordinate with claims adjusters to amend policy limits as required based on deductible debits and claim activity Maintain clean invoice logs and supporting documentation for audit and reporting purposes First Notices of Loss (FNOL) – Timeliness Standard Send First Notices of Loss to insureds within one (1) business day of the loss being referred to Centaur Risk Partners Ensure all FNOL communications are accurate, professional, and properly documented Maintain a log of FNOL communications and confirm delivery Claims Workflow Administration Update and maintain the claims workflow spreadsheet as new matters are received Assign and distribute work to the appropriate parties per established workflow rules Track claim status updates, key deadlines, and task ownership Flag missing documentation, overdue items, or process bottlenecks to the team Required Qualifications: 1+ years of administrative, operations, claims support, legal admin, or accounting support experience Strong Excel/Google Sheets skills (filters, pivot tables a plus; comfort with detailed tracking is required) Highly organized and able to manage multiple priorities with minimal supervision Excellent written communication and professional email etiquette Strong attention to detail, especially with financial and claims documentation Ability to handle sensitive/confidential information appropriately Fluent English Core Skills & Competencies: Process discipline and follow-through Financial accuracy and reconciliation mindset Comfort working with adjusters, vendors, and insureds Strong time management and deadline execution Ability to document workflows and keep clean records What Success Looks Like in This Role: FNOLs consistently go out within 1 business day Ledger is always current, auditable, and bordereaux-ready Invoices are tracked, accounted for correctly, and deductible/limits are updated without delays Claims workflow spreadsheet stays accurate and gives the team real visibility into claim intake and workload Why Join Us: Fully remote team across North & South American countries High-growth environment with direct exposure to leadership Mission-driven company transforming healthcare with cutting-edge technology Dynamic, collaborative, and fast-growing team environment Competitive compensation, paid in USD Unlimited PTO Application deadline: ASAP.

Financial tracking and reconciliation
Claims workflow management
Excel and spreadsheet proficiency
Direct Apply
Posted 25 days ago
HI

Administrative Assistant (Claims Team) at Tricura Insurance Group

Hire5AnywhereFull-time
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Compensation$40K - 60K a year

Provide administrative support to claims adjusters including managing documents, scheduling, data entry, and coordinating communications. | Bachelor’s degree or equivalent experience, strong organizational and multitasking skills, proficiency with Microsoft Office, and preferably prior administrative experience. | Administrative Assistant (Insurance Claims Team) at Tricura Insurance Group - a US-based healthcare startup specializing in risk management and claims innovation Tricura Insurance Group is a rapidly growing company redefining the insurance landscape through data-driven insights and innovative technology. Founded by industry experts with backgrounds in clinical care, risk management, and technology, Tricura focuses on providing tailored liability coverage and advanced claims management for high-risk clients. Led by Matthew Queen (COO), Beau Walker (CTO), and Gabriel Mayer (CEO), the company leverages AI and machine learning to improve underwriting, risk analysis, and client outcomes. At Tricura, you’ll join a collaborative, fast-paced environment where innovation drives meaningful impact. We are seeking a detail-oriented and highly organized Administrative Assistant to support our Claims Adjusters. This role is ideal for someone who thrives in a fast-paced professional environment and is looking to build a career in corporate insurance operations. Key Responsibilities: • Provide day-to-day administrative support to the claims team • Draft, edit, and manage correspondence and claim-related documents • Maintain case files, schedules, and calendars • Assist with claim intake, data entry, and reporting • Coordinate communications with insureds, outside counsel, and internal teams • Support special projects and initiatives as needed Qualifications: • Bachelor’s degree or equivalent professional experience • Strong organizational and multitasking skills • Excellent written and verbal communication abilities • Proficiency with Microsoft Office Suite (Word, Excel, Outlook) • Prior administrative or legal Assistant experience preferred, but not required This position offers a valuable entry point into the insurance industry, with the opportunity to learn from experienced claims professionals and contribute directly to the success of the team. What we offer: • Fully remote role: Work from anywhere with a reliable internet connection, a laptop to work from, and opportunity to adjust your schedule to the working hours of the team (from 9 am to 6 pm EST, New York time). • Long-term growth: This is a permanent role (not project-based), ideal for candidates looking for a 2+ year commitment. • Learning budget: Resources for professional development, mentorship, and training. • USD compensation: Salary discussed during interviews. Application deadline: ASAP Please note that the later you apply - the more intensive your selection process will be, for example, you will have fewer interview time slots to choose from, etc. Selection Process: • Application form with your CV. • Screening interview with Hire5 recruiter. • Interview with the team of Tricura Insurance Group. • Get hired! ________________________________________________________________ Hire5 provides aspiring talents worldwide with remote opportunities to enhance their careers in Silicon Valley startups and other US-based companies. Interested in joining one of the most promising US startups? Press here to apply now or click “connect” on career.hire5.co to subscribe for future opportunities in your desired profession!

Microsoft Office Suite
Administrative support
Document management
Data entry
Communication skills
Organizational skills
Verified Source
Posted 5 months ago

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