Conduct fundamental equity research to provide differentiated industry and stock-specific content to institutional investors.
Build and maintain financial forecasts and stock recommendations, and communicate findings to internal and external stakeholders.
Demonstrate subject matter expertise in the Internet sector, analyze financial statements, and author research content.
Wells Fargo is a leading financial services company that provides a diversified set of banking, investment, and mortgage products and services. It has approximately $2.1 trillion in assets and is ranked among the largest corporations in America.
Own critical investment reporting, data quality, and portfolio support processes.
Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
Identify opportunities to improve and automate processes including incorporating AI tools.
Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.
Build comprehensive financial models for investment cases and strategic planning.
Design financial and management reporting to measure KPIs and business performance.
Manage G&A budgeting, forecasting, and long-range planning processes.
Nex combines technology and play to deliver fun, social, and interactive experiences for families. The company is a growing, product-driven culture that treasures talents and individual growth.
Be the finance partner to go-to-market, owning ROI reporting on growth investments and running deal desk on pricing and deal structure.
Run the budget cycle with department leads, tracking spend against budget and building analysis behind headcount and resourcing decisions.
Support forecasting and reporting, automate recurring manual work with durable solutions like AI workflows and dashboards.
Flex is building the AI-native private bank for business owners, re-architecting the entire financial system from banking to payments. Since launching in September 2023, they have scaled to nine-figure annualized revenue with a team of exceptional builders operating with extreme ownership and a high bar.
Source and screen investment opportunities across target sectors and stages.
Conduct due diligence including market, financial, commercial, and team assessment.
Build and review financial models, valuations, and return analyses.
The company is a professional services firm managing investment portfolios and optimizing risk-adjusted returns. The company size and culture are not specified in the posting.
Conduct bottoms-up company research including reviewing earnings releases and analyzing regulatory filings.
Moderate teleconferences on timely topics featuring experts to produce actionable insights for buy-side and PE clients.
Work with the AI team to systematize diligence questions and automate fundamental research solutions.
Guidepoint powers end-to-end research workflows for the world’s best research teams. With over 1,600 employees, the company fosters an entrepreneurial, autonomous, and casual work environment.
Own complex financial and strategic analyses from initial question through recommendation, often with limited precedent.
Build financial models from scratch to evaluate new products, pricing, unit economics, and strategic decisions.
Analyze large datasets, work cross-functionally, and support investor and Board materials.
Pivotal Health is a technology platform that helps healthcare providers get paid fairly by simplifying complex reimbursement workflows through an AI-driven solution. We are a collaborative, low-ego team of mission-driven professionals, primarily based in Los Angeles and New York but open to remote talent.
Maintain and scrub large financial records, ensuring data integrity across ledgers and reporting systems.
Perform daily and monthly reconciliations, investigating variances and discrepancies.
Support financial modeling, budget forecasting, and process improvement initiatives.
CertiK is the largest Web3 security platform, providing smart contract audits, penetration testing, and compliance solutions for digital asset ecosystems. Founded in 2017 and headquartered in New York City, it focuses on security and innovation in a fast-paced environment.
Scope questions from traders, run studies, and return same-day answers with the depth each question deserves.
Build and maintain a signal shelf with documented edge, failure modes, and live tracking.
Ensure rigorous evidence standards including point-in-time data, no leakage, and multiple-testing restraint.
Deeter Analytics is a privately held investment research and trading firm managing its own capital across public markets. They are a small, low-ego, fully remote team with a distinctive approach to markets.
Drive financial planning, analysis, and business partnering activities, including developing financial models for budgeting, forecasting, and long-term planning.
Collaborate with business units to provide analytical and strategic support, and facilitate cross-functional meetings to improve understanding of business impacts.
Utilize data tools such as Power Query and Power BI to transform and analyze data, ensuring accuracy and improving financial processes.
Nextech is a leader in specialty healthcare technology solutions. The company is committed to hiring and retaining talent, offering competitive pay and benefits, and fostering a diverse and inclusive workplace.
Analyze and define functional requirements for financial risk projects in the banking sector.
Translate business needs into functional specifications and perform data analysis.
Validate risk-related calculations and participate in User Acceptance Testing (UAT).
Talan is an international consulting group specializing in innovation and business transformation through technology. With over 7,200 consultants in 21 countries and a turnover of €850M, they are committed to delivering impactful, future-ready solutions.
Assist in the installation of new Pension Risk Transfer cases by owning data workstreams and collaborating with clients.
Analyze and cleanse client data, ensure accurate uploads, and conduct testing to meet expected results.
Communicate data discrepancies to the Pricing Team and identify risks to ensure mitigating controls.
Banner Life Insurance Company is a leader in Pension Risk Transfer, securing retirement for over 200,000 annuitants annually with over $14 billion in premium. With a culture built on meaningful impact and genuine enjoyment, we support our people through career development and comprehensive benefits.
Own analytics for Grüns’ international business, serving as a trusted partner to international leadership.
Identify business challenges and growth opportunities and leverage data to make strategic and tactical recommendations.
Build, navigate, and manipulate large datasets using advanced SQL.
Grüns provides comprehensive nutrition through convenient gummies made from 60 nutrient-dense whole-food ingredients. They operate as a fully remote, high-trust startup with a global team and a focus on wellness and balance.
Develop and own detailed financial models and analytical projects to support strategic decision-making.
Generate dashboard reports monitoring KPIs to track performance and communicate trends to management.
Develop and execute monthly, quarterly, and annual reports, partnering with accounting on close process.
Rescale is a leader in digital engineering, transforming product development through intelligent automation, AI, and data management. They are a diverse, collaborative, mission-driven team solving complex challenges in aerospace, energy, life sciences, and manufacturing.
Support the annual budget and quarterly re-forecast, maintaining the financial model and running working sessions with department leaders.
Own departmental financial alignment, reviewing budget and spend with each leader and serving as finance approver for vendor requests.
Partner with Accounting on month-end close, produce variance analysis with written commentary, and prepare investor reporting.
Monarch is a powerful, all-in-one personal finance platform designed to simplify finances. Since 2021, they have become the top-recommended personal finance app, led by experienced entrepreneurs and a team that uses AI as a core partner.
Supervise and direct the work of performance reporting professionals, including performance appraisals and disciplinary actions.
Monitor and manage workflow to meet client obligations and deadlines, and mentor analysts on performance calculation issues.
Identify opportunities to enhance team efficiency, verify data, and assist with performance reporting projects.
We are an investment advisory firm providing fiduciary services and investment management. We have a collaborative culture with long-tenured employees and a focus on service and quality.
Proactively identify opportunities for improvements in trading process and efficiency.
Process client model change requests and maintenance requests while performing controls to mitigate risk.
Handle trade order management, execution review, and reconciliation across platforms.
Vestmark Advisory Solutions provides advisory and asset management services for separately managed accounts and unified managed accounts. The company fosters an inclusive culture and offers competitive compensation with a strong emphasis on diversity and equal opportunity.
Work closely with Capital Markets to evaluate, structure, and price consumer asset-backed transactions.
Develop and enhance capital structuring and pricing models while building quantitative models to predict loan performance.
Partner cross-functionally to provide insights on funding strategies and merchant pricing decisions.
Affirm is a fintech company reinventing credit with buy now, pay later solutions that have no hidden fees or compounding interest. It is a remote-first company with a people-first culture, offering fully subsidized healthcare and equity rewards.
Translate financial and commercial needs into scalable data assets and build downstream reporting.
Deliver management information and actionable insights to drive business decisions.
Automate financial reporting processes and streamline workflows proactively.
Monzo is a digital bank on a mission to make money work for everyone, offering personal and business accounts, savings, investments, and pensions. The company has grown significantly in the UK over the past decade and fosters a culture of innovation, customer-centricity, and inclusivity.