Source Job

• Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
• Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
• Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.

TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.

• Ensuring Partner underwritten loans conform with Partner program credit guidelines in a timely manner
• Collaborate closely with the Partner Development Executive with assigned partner to provide a consultative/value-added credit perspective, both prior to proposal issuance and thereafter
• Review and analyze Partner underwriting packages for content and completeness

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make the company stronger.

• Account management of existing client base and development of new client relationships.
• Prospecting and qualification of new clients and opportunities through in-person and remote networking efforts.
• Prepare proposals and quotes using company-provided templates and tools.

SOLV Energy provides infrastructure services to the power industry, designing, building and maintaining utility scale solar, battery storage and high voltage substation projects nationwide. Their mission centers on strengthening communities and advancing the energy workforce, supporting long term economic growth and creating pathways for skilled careers across the country.

• Prospect and cultivate potential clients through proactive outreach.
• Cultivate and maintain strong relationships with clients.
• Meet with clients to understand their energy needs and risk tolerance.

5 helps businesses develop cutting-edge energy management strategies and navigate the energy transition. They have assembled a team of smart, fun, passionate, and hard working people with engineers, commodity traders, sustainability experts, coders, energy analysts, business development professionals, financial professionals on the team.

• Leverage relationships to identify potential project investors.
• Work on project finance modeling to forecast future liabilities.
• Initiate and execute capital raise and/or project sales plans.

Hanwha Renewables designs, builds, and manages renewable energy solutions, bringing a decade of global leadership to North America. They are a member of Hanwha Group, a FORTUNE Global 500 firm and one of the largest business enterprises in South Korea.

• Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
• Providing thorough qualitative research and financial statement analysis
• Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities

Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. They advise on over $362bn and manages $33bn of client capital, working with over 100 institutional clients including pension plans, insurance companies, government-related institutions, endowments, foundations, and superannuation funds.

• Support the execution of client engagements ranging from pre-NTP development through post-NTP construction and closeout.
• Coordinate with internal teams and external stakeholders to keep projects on track against scope, schedule, and budget.
• Conduct technical and financial analysis of solar PV and energy storage projects across C&I and utility-scale markets.

Euclid empowers renewable energy teams to accomplish in days what typically takes weeks, accelerating the world’s transition to renewable energy. They care about doing meaningful work, delivering real value and results; they're building a workplace culture that they’re proud to be a part of.

• Help clients understand their market by sizing industries, mapping competitive dynamics, and surfacing growth trends.
• Build structure around hard questions through framework development, turning fuzzy strategic questions into actionable items.
• Turn analysis into recommendations by synthesizing research, sector data, and financial modeling into clear, prioritized insights.

Tyton Partners is the leading strategy consulting and investment banking firm focused exclusively on education and workforce development. They work with the full range of organizations shaping the sector – edtech companies, private equity and venture investors, foundations, nonprofits, and postsecondary institutions – on problems that genuinely matter to how people learn and build careers.

• Lead discovery workshops and technical demos that connect FSO and CRM solutions to real financial services challenges across the full customer journey.
• Partner with sales to build pipeline, shape account strategy, and drive deals forward with domain credibility and technical depth.
• Guide strategic programs in top accounts — roadmap alignment, customer journey sessions, and outcome-based value conversations with business and IT stakeholders.

ServiceNow is a global market leader that brings innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.

• Source, evaluate, and acquire sites for new data center developments.
• Prepare materials for executive stakeholders and analyze supply and demand dynamics.
• Coordinate due diligence activities and integrate findings into financial models.

Colovore is the leader in ultra-high-density, liquid-cooled AI colocation data centers for the deployment of AI inference,  SuperPod , and AI factory applications and solutions. Acquired by King Street in 2024, Colovore has secured $925 million funding to accelerate its national expansion.

• Improve AI reasoning across investment banking and capital markets.
• Contribute deal experience to a structured research project.
• Evaluate, generate, and refine content reflecting senior IB professionals' thinking.

Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. Headquartered in London and San Francisco, they bridge the gap between human and artificial intelligence.

• Conducting comprehensive due diligence on potential investment opportunities.
• Building and maintaining financial models to support investment decisions.
• Cultivating relationships with entrepreneurs, industry experts, and other investors.

co-pace GmbH drives strategic value creation by identifying, partnering with, and investing in promising early-stage technology companies. They provide startups with capital and direct access to AUMOVIO’s global mobility and industry expertise, supporting the development of future-relevant business and technology opportunities.

• Execute on M&A and strategic transaction processes.
• Build and own detailed financial models.
• Create clear, compelling PowerPoint presentations.

Fullscript is an industry-leading health technology company with a mission to help people get better. Over 125,000 practitioners use Fullscript for clinical insights, lab interpretations, patient analytics, education, and access to high-quality supplements.

• Research, write, and own Carbonfuture's content, like market reports and whitepapers.
• Develop relationships with journalists and proactively pitch relevant story angles.
• Prepare Carbonfuture experts for panels and interviews, developing talking points.

Carbonfuture is the trust infrastructure for durable carbon removal, providing tools and services that help suppliers bring projects to market and enable buyers to invest in carbon removal with confidence. They are a rapidly growing international team with members located in the EU, US, and Latin America.

• Define and justify appropriate and essential metrics and KPIs by sector / stage / business model
• Interpret 3–4 years of results, including one-offs, accounting effects, mix, and cycle
• Apply sector-specific repertoire: drivers, essential KPIs for that market, red flags, and typical patterns

Vetto is a tech company focused on building and scaling high-quality datasets for artificial intelligence systems. They work at the intersection of human expertise and AI, ensuring that models are trained on technically accurate, well-defined, and realistic data.

• Expand our existing acquisition strategy within the professional services sector.
• Develop genuine, long-term relationships with founders, business owners, operators, and advisors across North America.
• Form a clear, independent point of view on deal structure, valuation, and terms.

Alloy River builds applied AI for finance and accounting, aiming to transform finance into a real-time, strategic engine. They've raised over $30m and are scaling with builders, operators, and craftspeople.

• Own and continuously develop Alloy River's pipeline of acquisition targets across the professional services sector in North America.
• Build genuine, long-term relationships with founders, business owners, operators, and intermediaries across the market.
• Build and maintain the infrastructure that keeps the origination function running - CRM hygiene, tracking, reporting, and outreach workflows.

Alloy River builds agentic applied AI for finance and accounting. They are re-architecting the general ledger from first principles, and layering automation, workflow orchestration, and applied AI directly into its core. They have raised over $30m to date. They are scaling what they do with the best builders, operators, and craftspeople in the world.

• Bring institutional real estate investment expertise to an AI training project.
• Cover acquisitions, underwriting, asset management, and fund-level analytics.
• Capture how top REPE professionals evaluate opportunities and structure transactions.

Mentis AI brings real-world expertise from finance into AI model training. They bridge the gap between human and artificial intelligence and are headquartered in London and San Francisco.

• Be a trusted and capable administrative resource to the Vice Presidents, and Professional Practice team members.

Colliers Project Leaders delivers capital project solutions. They have more than 17,000 professionals operating in 63 countries, aiming to improve lives and shape sustainable, progressive, and inclusive communities.

• Act as a subject matter expert on self-funded strategies.
• Advise internal teams on funding structure decisions.
• Build and maintain sophisticated financial models.

Nava is on a mission to fix healthcare by fusing benefits expertise with technology. As one of the fastest-growing benefits brokerages, Nava is backed by leading investors and aims to lower costs for employers and improve the healthcare experience for millions.