Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
Conduct comprehensive company profiling and tracking of major developments in the focused industry.
Research global M&A activity, IPOs, and financing transactions, and manage proprietary databases.
FT Partners is a boutique investment bank specializing in the financial technology sector, providing M&A, private capital raising, and capital markets advisory. It is a 250+ person global firm with a collegial, energetic culture where every member contributes to the firm's success.
Investigate and resolve cost basis and performance reporting discrepancies across portfolio accounting platforms.
Perform daily account reviews and reconciliations to ensure accuracy and completeness of trading activity and reporting data.
Support quarterly client reporting, audits, and data integrity initiatives while partnering with teams to improve processes.
Mercer Advisors is a financial services firm that helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the company fosters a flexible, inclusive culture where over half of employees are women.
Conduct research and data analysis to support client engagements, including financial summaries, KPI analysis, and market comparisons.
Use AI tools like Claude to accelerate drafting, analysis, and document review while independently validating outputs.
Proactively identify next steps, improve processes, and communicate insights clearly to clients and teammates.
FinStrat Management is a fractional CFO firm serving SaaS companies, leveraging AI tools like Claude to deliver finance services efficiently. The company fosters a collaborative, learning-oriented culture that values curiosity, initiative, and strong relationships.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Own and develop large strategic client relationships while managing day-to-day business operations.
Lead a diverse team of market researchers, coaching junior colleagues across quantitative and qualitative engagements.
Partner with senior leaders to strengthen research design, analysis, reporting, and operational processes.
Reach3 Insights is a full-service research consultancy helping modern brands move faster through mobile-first, conversational research. As part of Rival Group, they work with global brands and ambitious teams, valuing trust, curiosity, and collaboration.
Act as the primary marketing partner for 8-10 financial advisor teams, crafting strategies to meet business goals.
Plan and execute integrated campaigns across email, social, events, and web, using CRM and AI tools.
Monitor performance, manage budgets, and provide data-driven recommendations to optimize marketing results.
Marketing partner to financial advisor teams, developing tailored strategies to support business growth and strengthen client relationships. The company offers a fully remote, collaborative work environment with a focus on professional development and results-driven marketing.
Own accurate loading, validation, and reconciliation of transactions and valuations into our data aggregation system.
Deliver consolidated Wealth Reports to UHNWI clients in cooperation with Relationship Managers across Europe.
Support the Tech team in bank integrations, data quality checks, and design of new templates, dashboards, and views in our in-house platform.
Heritage is building a modern investment office, supporting prominent families globally to achieve capital enhancement and preservation through institutional-grade sourcing and personalized portfolio construction. The team is a diverse international group of over 15 nationalities from leading organizations, committed to attracting top talent and providing growth opportunities.
Writing realistic Excel tasks from your own equity research work, including extending and fixing models.
Working through each task yourself to establish a clear, correct answer.
Writing yes-or-no criteria precise enough to grade any AI attempt.
Aptura is an applied AI and data company working with frontier labs to train AI systems on real professional work. It builds high-quality evaluation and training environments that teach AI agents to produce work that can be used in daily workflows.
Leverage investment banking and financial modeling expertise to design realistic Excel-based tasks for AI evaluation.
Complete each assignment to establish reference solutions and develop objective grading rubrics.
Work independently on a flexible, remote schedule with immediate start and weekly task-based compensation.
This partner company is advancing AI evaluation in financial modeling by engaging experienced investment banking professionals. It offers a fully remote, flexible project-based workflow with a focus on independent work and data integrity.
Run open-ended research projects using the internet as the primary tool.
Turn messy findings into clean outputs: matrices, briefs, landscape maps.
Use AI tools aggressively and build lightweight tools when needed.
A private design studio building and supporting a portfolio of companies across software, hardware, hospitality, and more. An affiliate of Expa, it also runs an early-stage investment fund and a founder cohort program.
Research and qualify investor lists for each opportunity by stage, sector, check size and recent activity.
Open conversations with investors and book qualified investors into meetings with founders whose opportunity fits.
Maintain accurate records of every conversation, meeting and outcome to keep the process moving.
Pairs is a global network connecting family offices, institutional investors, VCs and angels to vetted startup opportunities. The team is flat and close-knit, investing alongside its network with a high pace and focus on quality.
Conduct research and analysis to identify and evaluate high-potential grant partners.
Perform due diligence through desk research, interviews, and financial reviews.
Monitor trends across the data and AI for good ecosystem and synthesize insights.
The Patrick J. McGovern Foundation is a philanthropic organization advancing AI and data science solutions for social good. Our team of mature, socially minded professionals works 100% remotely and partners with institutions to address pressing challenges.
Lead day-to-day portfolio reporting operations and mentor team members.
Manage Addepar and Orion environments for data integrity and performance reporting.
Oversee advisor onboarding, data conversions, and process improvements.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
Own the quantitative research roadmap and drive evidence-based product decisions.
Design and run MaxDiff, conjoint, and pre-launch experiments for financial products.
Build measurement scales, segments, and data-quality controls for global UX research.
Ondo Finance provides institutional-grade, blockchain-enabled investment products and services, including tokenized funds and decentralized finance technology. The company is fully remote, well-capitalized, and backed by leading investors, with a team across the U.S.
Conduct primary market research on selected companies, AI platforms, industry sectors, and countries to build a deeper understanding of the key factors shaping the overall markets.
Develop and maintain sophisticated company-level financial and technology market models to evaluate business performance and predict market trends.
Prepare detailed reports and presentations to communicate findings to stakeholders.
IDC is the premier global provider of trusted technology intelligence, equipping business and technology leaders with the evidence they need to make confident decisions. With more than 1,000 analysts worldwide, IDC combines deep expertise with practical relevance and supports a culture of growth, collaboration, and long-term career development.
Write realistic PowerPoint tasks based on your own IR or FP&A reporting cycle, including building decks and rolling them forward.
Complete each task yourself to establish a correct answer and create a precise yes/no grading checklist.
Define what a correct deck looks like with enough detail for AI graders to evaluate attempts.
Aptura is a London-based company focused on understanding how AI is transforming professional work, with a close look at finance and advisory roles. Founded by former Lazard, McKinsey, and Partners Group professionals, it operates as a lean, expert-driven team.
Lead and coach a team of Client Managers and Analysts to deliver data-driven insights using NIQ tools and services.
Drive the CS Industry Insights mission through thought leadership and ensure on-target delivery of team KPIs.
Partner with senior stakeholders to remove roadblocks, drive customer satisfaction, and generate incremental sales opportunities.
NIQ delivers the most complete and clear understanding of consumer buying behavior to reveal new pathways to growth. As a global leader with operations in over 100 markets, NIQ combines with GfK and fosters a diverse, inclusive workplace.