Source Job

$90,000–$150,000/yr
Global

  • 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.

Investment Banking Financial Analysis Relationship Management AI Tools

8 jobs similar to Investment Banking Analyst

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VC Analyst

Pairs
$90,000–$150,000/yr
Global

  • Source and open relationships with direct investors, learning what each backs.
  • Write personalized first contacts that earn replies and turn them into calls.
  • Book qualified investors into meetings with founders whose opportunities fit.

Pairs is a global network of family offices, institutional investors, VCs, and angels that screens deal flow and invests alongside its network. The organization is flat, with a small team working directly with two co-founders.

$78,000–$188,000/yr
US Unlimited PTO

  • Drive Revenue – Close deals and expand YipitData’s presence in the investment field.
  • Build Relationships – Cultivate trust with senior stakeholders and deliver value.
  • Collaborate & Impact – Partner across teams to ensure client success and drive results.

YipitData is a leading market research and analytics firm for the disruptive economy, analyzing billions of data points to deliver actionable insights. The company has a people-centric culture, operates globally, and was named an Inc. Best Workplace.

India

  • 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.

US Canada

  • Research markets and companies to identify potential acquisition targets.
  • Build and maintain relationships with brokers, advisers, and business owners.
  • Conduct outreach and initial conversations to qualify opportunities.

Our partner company specializes in acquiring businesses through a systematic sourcing and evaluation process. They are a growing, AI-enabled organization with a small deal team that values curiosity and ownership.

India

  • Create realistic PowerPoint tasks from your own deal work, including building decks from source documents and filling corporate templates.
  • Work through each task to define a correct answer and write a yes-or-no checklist precise enough for AI grading.
  • Apply, attend a 30-minute walkthrough, and submit one original task with input files and rubric for team review.

Aptura is a London-based company studying how AI is changing professional work, with a focus on finance and advisory. Founded by former Lazard, McKinsey and Partners Group professionals, the company values precision and practical insight.

US

  • Work target accounts from signal to conversation using AI-assisted research and tailored outreach.
  • Activate Signal Intelligence across cold calls, voicemails, manual email, and LinkedIn.
  • Follow up thoughtfully, create lightweight proof like Looms, and convert engagement into qualified pipeline.

JumpSeat is a B2B growth agency and advisory helping go-to-market teams turn non-obvious signals into outreach that earns a response. It's a small, hands-on team where you'll work directly with the CEO.

Global

  • Support due diligence reviews for new and existing partners, including fintechs, financial institutions, and vendors.
  • Communicate with global partners to guide them through onboarding requirements and outstanding documentation.
  • Collaborate with internal teams to ensure compliance, AML, and risk standards are met before launch.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of 400+ globally distributed members, we foster a diverse, remote-first culture built on curiosity, empathy, and accountability.

India

  • Analyze portfolio and security-level performance, risk, and attribution across various investment strategies.
  • Collaborate with product and engineering teams to develop institutional-grade analytics tools.
  • Conduct market and macroeconomic research to support client workflows and product development.

This role is offered through Jobgether, an AI-powered job matching platform. The hiring partner is a financial technology company focused on institutional portfolio analytics. They provide a remote-friendly, collaborative environment with a focus on investment technology and professional growth.