Review company performance drivers and financial statements
Evaluate strategic positioning and market conditions
Compare narrative commentary against quantitative signals
Alignerr partners with leading AI labs and investment-focused organizations. They provide analysts who evaluate financial data, strategic insights, and market trends.
Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company.
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio.
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization.
Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital for small businesses across America. Recognized as a Best Place to Work, they invest in employees, technology, and customer experience for long-term success.
Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Support the application and maintenance of the Enterprise Risk Management Framework (ERMF).
Assist in enterprise-wide risk identification and assessment exercises.
Maintain and update the enterprise risk register and control library.
Deel is the all-in-one payroll and HR platform for global teams with a vision to unlock global opportunity. They are among the largest globally distributed companies in the world, with a team of 7,000 spanning more than 100 countries with a connected and dynamic culture.
Drive go-to-market strategy for asset, wealth management, and financial settlement products.
Build clear, differentiated messaging and positioning for sophisticated institutional and wealth audiences.
Lead cross-functional GTM initiatives in partnership with Product, Sales, Marketing, and Business Leads.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. They are a diverse team of more than 600 members, united in building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Develop and execute a cohesive credit strategy that unifies the firm’s various credit activities.
Conduct in-depth fundamental analysis of borrowers across Fiat, Crypto, and Stablecoin exposures.
Design and oversee comprehensive credit risk frameworks covering counterparty evaluation, collateral optimization, and capital allocation.
Keyrock is a leading change-maker in the digital asset space, known for partnerships and innovation. With over 220 team members around the world and hubs in London, Brussels, Singapore and Paris, they value a positive and collaborative work environment.
Maintain portfolio accounting data across assigned client engagements, ensuring accuracy, completeness, and timely delivery.
Perform daily and weekly portfolio reconciliations based on client requirements and complexity.
Aggregate, process, and review client investment activity to prepare the financial book of records.
Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM. They are bringing the world on-chain through tokenized funds in partnership with top-tier asset managers and backed by some of the largest names in finance and technology.
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending, focusing on client relationships.
Analyze complex financial statements and prepare credit analysis packages to enhance overall performance.
Jobgether uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Scout for early-stage crypto and Web3 projects with potential for 100x ROI.
Conduct comprehensive analyses to form non-consensus hypotheses about the potential of selected projects.
Compile detailed investment memos that articulate hypothesis, ROI projections, and risk assessment strategies.
Token Metrics helps crypto investors build profitable portfolios using artificial intelligence-based crypto indices, rankings, and price predictions. They have a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
Ensure robust compliance across our global operations.
Manage all aspects of regulatory reporting, ensuring accurate and timely submissions across a broad range of regulations.
Lead effective exam management, handling regulatory requests and coordinating internal stakeholders across diverse jurisdictions.
Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance and the industry's security.
Perform oversight of the Fixed Income trading business.
Conduct research and analysis to stay updated on market developments.
Support the line of business with subject matter expertise in market risk.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Improving portfolio health by engaging customers in financial difficulty.
Designing and monitoring impact assessment and forecasting models.
Developing and maintaining credit models for strategic business decisions.
Monzo is on a mission to make money work for everyone, waving goodbye to complicated traditional banking. They offer personal and business bank accounts, joint accounts, and credit cards, solving problems and changing lives.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.