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.
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.
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.
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.
Guide high-net-worth families through planning, investing, and lending decisions.
Work as part of a collaborative advisory team to deliver comprehensive wealth solutions.
Provide senior-level expertise and strategic advice to clients.
The Sandbox Companies Inc. is a wealth management firm serving high-net-worth families through planning, investing, and lending. This is a sample posting for layout testing of the careers page, not a real opening.
Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.
Build and own daily liquidity reporting and data pipelines for accurate firm liquidity positions.
Develop intraday and longer-term stress testing, including Monte Carlo simulations and alerting frameworks.
Partner cross-functionally to support liquidity risk governance and regulatory compliance.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. We are a diverse team of 400+ globally distributed members backed by $400 million in funding.
Serve as the first point of contact for all Family Office requests from shareholders, owning intake and prioritization.
Design and lead the Family Office service model, including request delivery, service catalog, and performance measurement.
Build a trusted network of external advisors and coordinate with corporate functions to deliver high-quality service.
Boosta is a holding tech company that creates, develops, and invests in digital businesses with global potential. We collaborate with over 800 specialists worldwide, and millions of users use our products and services.
Drive strategic growth of the Arbitrum ecosystem across the capital markets community, including investment firms, asset managers, and research analysts.
Build and maintain relationships with crypto-native and traditional investment organizations, supporting engagement and onboarding new partners.
Prepare institutional-grade materials, coordinate investor meetings and roadshows, and support investment due diligence.
The Arbitrum Foundation is dedicated to scaling Ethereum through cutting-edge Layer 2 solutions, including Arbitrum One, an Optimistic Rollup that enables faster, more affordable transactions while maintaining Ethereum's security. It is a leading Ethereum scaling solution with hundreds of dApps and over $13bn TVL, and the team values decentralization, innovation, and community.
Own and expand the structured solutions product offering, including yield products, tokenisation, and asset-backed lending.
Manage the existing credit fund, including counterparty relationships and credit underwriting.
Set strategic direction, lead the investment committee, and build the team as the function scales.
Xapo Bank is a fully distributed team of over 160 Xapiens working remotely from 50+ countries, focused on economic freedom and wealth protection. We work hard, think globally, and inspire each other to learn and grow, committed to changing the way things are done.