Support the Portfolio Manager in developing industry research reports on application layer topics like consumer internet, software, and fintech.
Assist in preparing investment memos and driving thematic research to find new equity investment opportunities.
Join research calls with management teams and partner with the Marketing Team on public-facing content.
Greycroft Public Opportunities Fund is a concentrated, long-only equity securities fund focused on pre-IPO and early-stage public investments. It is part of Greycroft Partners, a multistage venture capital firm that has managed over $3.3 billion and partnered with more than 400 founders since 2006.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Review an initiation of coverage draft note and its accompanying financial models.
Evaluate the accuracy and logic of the proposed valuation methodologies.
Identify analytical gaps, accounting inconsistencies, or aggressive forecasting assumptions.
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
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.
Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Analyze financial statements, cash flows, and company performance
Build and update financial and valuation models in Excel
Support business valuations using DCF, market multiples, comparable companies, and transaction analysis
This boutique financial advisory firm provides business valuations, financial analysis, and corporate finance services to international clients. The firm is small and collaborative, offering mentorship and increasing responsibility over time.
Evaluate assigned asset classes and conduct due diligence to maintain a focus list of recommended investment strategies.
Collaborate with advisors to create search books and present recommendations to the Enterprise Investment Policy Committee.
Mentor research associates and support client onboarding through portfolio reviews and roadmap development.
Mariner is a wealth advisory firm that evaluates investment strategies and provides recommendations to clients. The company offers an innovative workplace with a culture that fosters camaraderie, teamwork, and professional growth.
You will develop and maintain financial models and reports to support executive decision-making.
You will analyze financial results, forecast budgets, and provide actionable business recommendations.
You will support acquisition activities including due diligence, valuation, and integration planning.
The company is a growing organization focused on financial planning, strategic decision-making, and acquisitions. The culture emphasizes ownership, collaboration, and independence, with a remote-first approach.
Write quantitative and statistical functions in Python within a plug-in framework, building and validating models on financial data.
Run work against test suites and deliver against defined project scopes on AWS-hosted infrastructure.
Independently take on defined problems with minimal oversight, applying deep mathematics and statistics.
M9 Solutions provides IT services and solutions to the Federal Government, mobilizing the right people and technologies for improved performance. With over 15 years of growth and recognized as an Inc. 5000 fastest-growing company, they value diverse perspectives and a fun, rewarding work environment.
Own the annual operating plan, quarterly re-forecasts, and monthly forecasting processes.
Lead the monthly board reporting process and prepare financial presentations for internal and external stakeholders.
Serve as a strategic finance partner to business leaders across go-to-market and G&A functions.
Halcyon is the industry's first dedicated, adaptive security platform that combines multiple proprietary advanced prevention engines along with AI models focused specifically on stopping ransomware. Comprised of leaders from Cylance, Accuvant, Fireye, and ISS X-Force, Halcyon is a remote-native, completely distributed global team that moves quickly and gives people real ownership.
Lead financial analysis, reporting initiatives, and strategic financial planning.
Analyze complex funding and reimbursement issues and provide recommendations to leadership.
Oversee financial compliance activities.
Culmen International is committed to enhancing international safety and security, strengthening homeland defense, advancing humanitarian missions, and optimizing government operations. With experience in over 150 countries, the company supports clients to accomplish critical missions in challenging environments.
Define and optimize Employer Solutions pricing strategy to drive revenue growth and profitability.
Analyze market data and customer feedback to adapt pricing models to evolving market demands.
Serve as a thought partner for Sales and Customer Success leadership on deal structuring.
Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally in partnership with employers and health plans. The company has delivered more than 15 million sessions of care and published extensive research, fostering a culture of innovation and high-growth startup energy.
Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.
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.
Manage the IR&D selection process, project data repository, and cost estimate development.
Provide monthly, quarterly, and semi-annual financial forecasting to guide strategic decisions.
Prepare earned value and financial performance reports for leadership and program teams.
AEVEX provides full-spectrum aviation, remote sensing, and analysis solutions supporting U.S. national security and partner nations. The company has major offices across five states and emphasizes agile, customized approaches to rapidly deliver specialized mission systems.
Direct the financial planning and analysis function to monitor business performance and develop investment, budgeting, and financial strategies.
Coordinate financial analysis, modeling, forecasting, and reporting to drive efficient operations and provide insights for executive decision-making.
Drive initiatives to continuously improve FP&A processes and build analytics for improved insight into business trends.
NWN is the leading AI-powered technology solutions provider for North America’s most innovative public and private organizations. The company is a high-performance, high-integrity team of 1,200+ experts committed to a customer-obsessed culture, earning an 80+ Customer Net Promoter Score and recognized as a 'Best Place to Work'.
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 and continuously improve the company's integrated three-statement financial model, driving strategic planning and scenario analysis.
Support strategic transactions, including acquisitions and partnerships, with rigorous valuation and financial analysis.
Prepare decision-ready materials for executive leadership, board, and investors to evaluate growth, profitability, and capital structure.
VGS is the world's leader in payment tokenization, providing processor-agnostic tokenization solutions for banks, fintechs, and merchants. They are a rapidly growing remote-first company with a culture of flexibility and collaboration.