✦ Luna Orbit — Project & Program Management

Portfolio Operations & Investment Coordinator

at UNLOCKLAND

📍 Remote, US Remote Posted March 03, 2026
Type Full-Time
Experience mid
Exp. Years 4-6 years
Education Not specified
Category Project & Program Management

Coordinate portfolio operations and investment support for a PropTech platform, managing investment documentation, client reporting, and operational processes.

  • Maintain investment documentation
  • Prepare client deliverables
  • Manage portfolio reports
  • Support cross-department collaboration
  • Lead process improvements

Focus on real estate investment documentation, portfolio analytics, and operational support within a cloud-based platform.

The ideal candidate has 4-6 years of experience in real estate investment or asset management, with strong organizational and analytical skills, capable of managing investment documentation and supporting portfolio operations.

4-6 years in real estate investment or asset managementExperience with investment documentationOperational support skillsClient reporting experience
Experience with PropTech platformsFinancial modelingZoning verification
UnlockLand platformData analysis toolsExcelCRM systems
Investment documentationLLC formationTerm sheetsJoint venture agreementsInvestment certificationsClient deliverablesPortfolio managementAnalytics exportsPerformance summariesImpact metrics
Investment documentationLLC formationTerm sheetsJoint venture agreementsInvestment certificationsClient deliverablesPortfolio managementAnalytics exportsPerformance summariesImpact metricsData reconciliationOperational supportProcess improvement
Organizational skillsAnalytical skillsCommunication skillsCollaborationDetail-oriented
Industry PropTech, Real Estate
Job Function Portfolio operations and investment coordination
Investment documentationLLC formationTerm sheetsJoint venture agreementsInvestment certificationsClient deliverablesPortfolio managementAnalytics exportsPerformance summariesImpact metricsData reconciliationOperational supportProcess improvementZoning verification

Less than 4 years experience in real estate or asset management, Lack of experience with investment documentation, No experience with client reporting, No operational support background

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