Lead research projects, including designing, executing, and conducting investor interviews to uncover actionable insights.
Provide strategic insight and thought leadership to clients, leveraging research findings to address investor sentiment and market trends.
Mentor and coach junior team members, fostering their professional growth and expertise in research and advisory services.
We are a strategic advisory firm at the intersection of behavioral finance, corporate strategy, and capital markets. We are a growing team with a culture of support, integrity, and respect.
Prepare conferences end-to-end, including target lists, attendee research, outreach, schedules, briefings, and follow-up trackers.
Build investor and partner databases from public sources and LinkedIn, and support financial models, fund analytics, and pipeline trackers.
Coordinate dealflow scoring, maintain credit pipeline, and ensure tasks, deadlines, and progress are visible to the team.
Xsolla is a global commerce company that provides tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500 game developer partners and offices worldwide, they foster a collaborative and supportive culture focused on empowering creators.
Conduct thorough due diligence on prospective issuers, companies, vendors, partners, and counterparties, presenting findings in decision-ready formats.
Perform fundamental analysis and build commercial and financial models to evaluate product structures, pricing, deal economics, and profitability.
Prepare internal committee memos, decision documents, and management presentations that translate complex analysis into actionable recommendations.
Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. The company is trusted by 300+ million people in 100+ countries and offers a range of digital-asset products, with a results-driven culture and flat structure.
Analyze client segmentation and revenue data to identify trends and inform growth strategy.
Build and maintain models to track operational and capacity metrics and support workforce planning.
Develop and present analyses and recommendations to senior leadership.
Mercer Advisors is a family office firm that integrates financial planning, investment management, tax, estate, and insurance services. With over 42,800 families across 110+ cities, it is ranked #1 RIA firm by Barron's and has a diverse workforce with over half women employees.
Support quarterly earnings by drafting releases, scripts, and Q&A prep documents.
Utilize AI tools to streamline market research, sentiment analysis, and drafting of IR materials.
Maintain consensus models, track shareholder ownership, and monitor market intelligence.
Securitize is a leader in tokenizing real-world assets, partnering with top asset managers like Apollo, BlackRock, and KKR to bring the world on-chain. A global, fully remote team of top talent from blockchain and finance, we have raised $170M and been recognized as a 2025 Forbes Top 50 Fintech company.
Own analytical workstreams across global client engagements, ensuring timely and high-quality delivery.
Conduct market assessments and synthesize quantitative and qualitative research into actionable insights.
Create polished client deliverables including presentations, reports, and analytical models using PowerPoint and Excel.
Skift Advisory provides strategic consulting services to the global travel and tourism industry. The company maintains a collaborative, remote-friendly culture with a highly connected international team.
Act as primary point of contact for clients, handling inquiries via email, live chat, and phone calls within SLAs.
Provide excellent customer support by identifying needs and solving tasks individually, while liaising with internal teams.
Maintain product knowledge, contribute to side projects like FAQ upkeep, and communicate feedback with management.
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we prioritize investing in our people.
Contribute investment banking expertise to improve AI capabilities in corporate finance and capital markets.
Apply real-world transaction experience to train, evaluate, and refine AI models using structured financial insights.
Work remotely with a team combining finance and technology expertise to influence the future of finance technology.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company uses technology to review applications and share shortlists directly with employers, who manage final decisions.
Oversee fixed income trade settlement operations, including trade exception management, inquiries, allocations, fail resolution, and position transfers.
Manage end-to-end corporate actions process by researching events and coordinating with traders on elections and potential liabilities.
Reconcile internal books with prime brokers and fund administrator, resolving breaks promptly and supporting month-end reviews.
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. With nearly two decades of leadership, we have become a multibillion-dollar asset manager with internationally recognized experts and a collegial working environment.
Oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently.
Post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
Manage investor expectations by communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
IQ-EQ is a leading Investor Services group offering end-to-end administration, accounting, reporting, regulatory, and compliance services for the investment sector worldwide. They employ over 6,500 people across 24 jurisdictions and are driven by a purpose to power people and possibilities.
Review and analyze client research requests to identify relevant subject matter experts across industries.
Recruit new Advisors through phone, LinkedIn, and outreach, communicating their expertise fit.
Screen experts for suitability and create professional profiles for client consideration.
Guidepoint is a research enablement platform that helps clients make better decisions through on-demand expertise and insights. With nearly 1.75 million experts and 1,600 employees, the company values diversity and fosters an equitable working environment.
Conduct research and analysis of social impact from existing and potential investments.
Support responsible investing topics including climate change risk and greenhouse gas emissions management.
Contribute to fast-paced teams doing deal work and engaging TPG's portfolio companies.
TPG is a leading global alternative asset management firm founded in 1992, investing across strategies like private equity, impact, credit, real estate, and market solutions. They build a world-class team through an inclusive, supportive culture seeking excellence and encouraging humility and transparency.
Develop and maintain dashboards to monitor key compliance metrics.
Manage data requests from global regulators, ensuring quick and accurate delivery.
Support financial crime investigations by analyzing complex datasets for trends and anomalies.
MoonPay is a unified payments platform for digital currency, making it easy to buy, sell, swap and pay in digital currencies. Trusted by over 30 million customers and 500 partners, the company is committed to compliance and fostering a diverse, inclusive culture.
Provide expert advice to Alternative Asset Firms and Family Offices on investment research frameworks, due diligence, and financial modeling.
Design manager due diligence frameworks, build financial modeling templates, and develop performance monitoring systems.
Train investment teams on research best practices and support special projects requiring research expertise.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The company operates with a network of 700+ vetted advisors and 600+ coaches, providing credible advice and reliable execution based on operator experience.
Develop deep understanding of customers, products, and operations while solving complex problems.
Analyze customer trends and identify opportunities to improve experiences and processes.
Collaborate with Product, Engineering, Operations, and Risk teams to drive meaningful improvements.
Stake is an Australian investing platform that helps people grow their wealth with access to ASX and Wall Street. With over 750,000 customers and A$8B under administration, the company fosters a culture of empowerment and continuous improvement.
Independently own end-to-end onboarding for largest strategic customers, transforming investment data for the platform.
Review, analyze, and interpret complex financial datasets for import into Juniper Square.
Build scalable AI workflows and mentor junior team members to drive process innovation.
Juniper Square provides a unified platform for private markets operations, serving over 2,300 GPs with technology, data, and fund administration services. With 1,000+ employees and $350M+ in funding, the company fosters a culture of transparency, collaboration, and high standards.