Job Title

Data Services Associate

Location:

Austin, Texas

About the Company You’ll Join

Lumonic is a portfolio management platform that automates reporting and compliance for borrowers and lenders. Lumonic is trusted by the largest Private Credit credit funds in the world for portfolio management and backed by world-class investors like First Round Capital. Our team comes from companies like Carta and FactSet.

Our mission is to make debt the way more companies grow. Today, too many good businesses short themselves by incorrectly building their capital stack. At Lumonic, we’re modernizing private credit operations to make debt more competitive with equity and help make it the default choice for business growth.

About the Role

Lumonic’s Data Services team is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements. Our team is growing quickly and looking for builders. You’ll have the chance to be an early member of our team and experience building a startup from the early stages.

Data Services is a core offering to our customers and will be a high velocity role. You will have the opportunity to:

Develop expertise in financial statement interpretation: As part of the Data Services team, your core responsibility will be the ingestion and organization of financial statements to ensure accurate and efficient data management.
Engage with customers: Collaborate with our customer’s executives to gather valuable feedback, ensuring their voices are heard and their needs are met.
Shape product development: Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward.
Test and innovate: Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences.

About You

Bachelor's degree or relevant work experience in finance or accounting
Proactive and adept at solving problems independently
Proven ability to provide exceptional customer service
Capable of thriving in a dynamic, fast-paced environment
Proficiency with financial statements
Meticulous attention to detail

If you’re excited by challenges, eager to contribute to building something from the ground up, and ready to make a significant impact, we want you on our team. Join us and be a key player in shaping the future of Lumonic.

Lumonic Benefits Package

Unlimited PTO
Quarterly in-person offsite meetings
Top-notch medical insurance options
Equity compensation: share in the future growth of Lumonic.

What to Expect in the Interview Process

Initial Phone Screen: A conversation with the hiring manager to discuss your background, experience, and interest in the role.
Take-Home Technical Assignment: An opportunity to showcase your skills through a relevant technical task that you can complete at your own pace.
Interview Panel: A series of interviews with team members, including a review of your technical assignment and follow-up discussion.

Lumonic jobs

Data Services Associate