Conduct in-depth research and analysis in FinTech, focusing on private capital markets, data extraction, and investor profiling.
Track and analyze investor information, manage proprietary databases, and map institutional investment platforms.
Profile key individuals, analyze term sheets, and deliver assigned KRAs with 100% accuracy.
Financial Technology Partners is a boutique investment bank advising on transactions in the Financial Technology sector. The firm has over 250 employees and a collegial, energetic culture with senior bankers from top firms like Goldman Sachs.
Lead research projects, including designing, executing, and conducting investor interviews to uncover actionable insights.
Provide strategic insight and thought leadership to clients, leveraging research findings to address investor sentiment and market trends.
Mentor and coach junior team members, fostering their professional growth and expertise in research and advisory services.
We are a strategic advisory firm at the intersection of behavioral finance, corporate strategy, and capital markets. We are a growing team with a culture of support, integrity, and respect.
Lead end-to-end program due diligence reviews from kickoff to post-launch, assessing regulatory and operational risks.
Manage relationships with cross-functional partners and external stakeholders to drive alignment and move reviews forward.
Own and evolve risk assessment frameworks and reporting tools to track program health and support senior leadership decisions.
Marqeta provides a card issuing platform that enables embedded finance for companies to issue cards and manage payments in real time. As a publicly-traded company, they value innovation, teamwork, and customer trust.
Own conference preparation, investor research, presentations, and financial models from concept to completion.
Build and maintain databases, pipeline trackers, and dealflow scoring for credit fund operations.
Coordinate tasks, deadlines, and reporting to ensure progress and blockers stay visible.
Xsolla is a global commerce company providing tools and services for the video game industry, helping developers fund, distribute, market, and monetize their games. With over 1,500 developers served, it fosters a collaborative and inclusive culture focused on innovation.
Work alongside senior investor team on live mandates: qualifying allocators, preparing briefs, running follow-ups, and keeping investor relationships warm.
Build your own network by identifying family offices and HNWIs who back US startups, earning first conversations, and growing a personal book.
Develop your craft through shadowing investor calls and writing briefs that compound into the senior version of the role.
Paires is a two-sided platform that connects founders with family offices and high-net-worth investors for fundraising. The company is profitable, self-funded, and built by a small, senior, flat team that ships fast.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Develop and maintain high-impact investor relations and corporate communications materials, including press releases, earnings scripts, and presentations.
Support analyst and institutional investor engagement and help advance investor targeting strategies.
Partner cross-functionally with Finance, Legal, Commercial, and other teams to ensure accurate and compliant communications.
Iovance Biotherapeutics is a biotechnology company focused on developing tumor infiltrating lymphocyte (TIL) therapy for cancer. The company is a global leader in cell therapy innovation and fosters a culture of continuous innovation and collaboration.
Build and grow LP relationships with family offices, credit allocators, and institutions for the Xsolla Credit Fund.
Drive follow-through on investor outreach, pipeline discipline, and CRM reporting to ensure no lead goes stale.
Support fundraising materials, LP diligence, and cross-product fundraising for other Xsolla investment vehicles.
Xsolla is a global commerce company that provides tools and services to help developers solve challenges in the video game industry. Headquartered in Los Angeles, California, Xsolla has helped over 1,500 game developers and operates as a merchant of record, with a culture focused on creativity and collaboration.
Analyze client segmentation and revenue data to identify trends and inform growth strategy.
Build and maintain models to track operational and capacity metrics and support workforce planning.
Develop and present analyses and recommendations to senior leadership.
Mercer Advisors is a family office firm that integrates financial planning, investment management, tax, estate, and insurance services. With over 42,800 families across 110+ cities, it is ranked #1 RIA firm by Barron's and has a diverse workforce with over half women employees.
Prepare business review materials including WBRs, MBRs, and QBRs, consolidating KPIs and synthesizing trends.
Drive forecasting processes, evaluate assumptions, and develop Excel-based models for decision-making.
Conduct quantitative analyses on GTM performance and partner with cross-functional teams to deliver insights.
A-LIGN is a leading provider of cybersecurity compliance programs, offering services such as SOC 2, ISO 27001, and FedRAMP. They are the number one issuer of SOC 2 and HITRUST certifications, and a top three FedRAMP assessor.
Serve as primary contact for retail investors, addressing account questions and resolving issues.
Develop strong knowledge of Fundrise products and investment strategies to support investors.
Evaluate AI tools to improve customer experience and drive team efficiency.
Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Own and grow a personal book of allocator relationships from family offices and HNWIs.
Match investors to live deals, brief before meetings, and capture feedback.
Open new relationships from scratch using a proven method and earn trust that makes your calls answered within a day.
Paires is a two-sided platform that connects startup founders with family offices and high-net-worth individuals for fundraising. The company is self-funded, profitable, and built by a small, senior, flat team that ships fast.