Work closely with and support the Portfolio Management team.
Perform optimization testing and scenario analysis.
Conduct ad hoc investment research by writing code in SQL and Python.
Vestmark has been supporting clients’ direct indexing solutions for more than a decade. They foster core values like 'We Before Me' and 'Knowledge Explorer'.
Manage the entire product lifecycle from initial data analysis through launch.
Act as the primary bridge between complex user workflows and technical execution.
Work alongside internal domain experts to understand user pain points and validate product hypotheses.
AlphaSense empowers professionals to make smarter decisions through AI-driven market intelligence. With over 2,000 employees across the globe, AlphaSense is headquartered in New York City with offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland; we foster a supportive and inclusive work environment.
Deliver reporting, analytics, and insights for portfolio performance.
Present analysis and insights to senior management and clients, which include large financial institutions and investors.
Uncover and analyze data sets of structured, semi-structured, and unstructured data to discover insights.
Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions.
Troubleshoot and resolve issues related to customer transactions.
Manage transaction statements to perform reconciliations of company assets.
Develop, maintain, and improve operational policies, processes, and procedures to enhance efficiency.
Xapo Bank aims for economic freedom and wealth protection for all, regardless of location. They are a fully distributed team of over 130 employees, working remotely from 30+ countries, fostering a culture of hard work, global thinking, and mutual inspiration.
Oversee regulatory capital, net capital compliance, and FINOP functions.
Lead financial reporting, budgeting, and forecasting.
Securitize is a leader in tokenizing real-world assets with over $3.7B AUM. They partner with top-tier asset managers and is backed by finance and technology leaders, recognized as a Forbes Top 50 Fintech company in 2025.
Own the development and execution of short- and long-term delinquency and loss forecasting models.
Lead the monitoring of portfolio health, identifying emerging trends and risks through rigorous analysis of internal performance data and external macroeconomic indicators.
Produce high-quality reporting for the Board and senior leadership, translating complex analytical results into clear, strategic recommendations.
KOHO aims to provide better financial services for every Canadian, promoting smart spending, increased savings, and wealth building without hidden fees or predatory rates. They are a performance-oriented organization that values clarity, ownership, and bold thinking, fostering a culture of collaboration, creativity, and diverse perspectives.
Collaborate with Trading Operations, Risk, and Data Science to define and execute the trade, risk, and operations roadmap.
Improve the day to day trading experience and lead improvements for the product experience directly related to risk and trading.
Build and manage tools that empower Risk Operations teams to update rules and manage queues independently.
Acorns is a financial wellness app that helps everyday people and families save and invest money for the long term. Since 2014, Acorns has grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents.
Research, prototype, and back test options overlay strategies in Python.
Support PMs across equity and fixed income verticals by designing and applying derivatives-based overlays suited to each asset class.
Partner with product managers and engineers to convert manual workflows and research into scalable platform capabilities.
Farther is a fast-growing RIA, combining expert advisors with cutting-edge technology to deliver tailored wealth management. Their founders are leaders in wealth management, fintech, and tech, and they're backed by top-tier venture capital firms. They are a collaborative team of entrepreneurs passionate about helping clients and teammates.
Partner with the Director of FP&A and senior leadership to develop financial and operational reporting and performance analyses.
Own the data access layer for the Business, writing SQL queries and building analyses in Hex and Metabase.
Build and maintain dashboards, KPIs, and operational scorecards that give leadership real-time visibility into business performance.
CertifID provides a secure platform that verifies identities, authenticates wire transfer instructions, and detects fraud attempts within real estate transactions. They are committed to mitigating risks and ensuring secure transactions, fostering a dynamic environment where employees contribute to meaningful impact and enhance security.
Serve as the primary point of contact for escalated support inquiries from partners.
Investigate and troubleshoot partner-reported issues by collaborating cross-functionally.
Identify patterns across inquiries to recommend process improvements, workflow updates, and product enhancements.
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. They blend the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street.
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.
Lead process improvement initiatives and optimization of complex processes
Perform analysis of operational processes and recommend automation, optimization, and modernization opportunities
Support regulatory, compliance, audit, and risk management activities through expert‑level analysis
LoanCare is a full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They are backed by Fidelity National Financial (NYSE: FNF), a Fortune 500 company, offering a career foundation built on integrity, innovation, and collaboration.
Maintain regulatory compliance and prevent losses to members and credit union.
Perform primary telephone support and assist members and employees through all support channels.
Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.
STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.
Lead complex analytical investigations into service reliability, subscriber support-seeking behavior, and network performance trends.
Apply causal inference and hypothesis-driven analysis to observational data to identify likely drivers of trends, degradations, and performance changes.
Partner with technical leadership, operations teams, and subject matter experts to rapidly understand domain context and translate data into actionable recommendations.
PureIntegration is a technology consulting firm with 22+ years of experience servicing Fortune 100 clients headquartered in the DC area. It serves clients in the fastest growing industry of communications, media, and entertainment.
Manage relationships with banking institutions, coordinating account setup and maintenance.
Monitor daily cash positions and manage liquidity to ensure sufficient funds for operational needs.
Prepare accurate and timely financial reports detailing the company’s treasury activities.
Branch is on a mission to empower workers with financial freedom by accelerating payments and providing accessible, free financial services. As a remote-first company with employees across the U.S., Branch emphasizes transparency, accountability, and trust to create a collaborative environment.