Provide operational support for investment functions, products, and services.
Process service requests and transactions within defined timelines and quality standards.
Collect and validate data to produce reports and dashboards for business insights.
The partner company provides operational support for investment activities in a complex financial-services environment. The size and culture of the company are not detailed in the posting.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Source, evaluate, and manage investments for venture capital/private equity funds.
Conduct rigorous due diligence, build value-creation plans, and support portfolio performance.
Monitor KPIs, drive value-creation initiatives, and report performance to stakeholders.
Company is a venture capital and private equity firm that invests in high-growth companies. They focus on building an inclusive and just employment ecosystem, prioritizing individuals from all walks of life.
Conduct fundamental equity research to provide differentiated industry and stock-specific content to institutional investors.
Build and maintain financial forecasts and stock recommendations, and communicate findings to internal and external stakeholders.
Demonstrate subject matter expertise in the Internet sector, analyze financial statements, and author research content.
Wells Fargo is a leading financial services company that provides a diversified set of banking, investment, and mortgage products and services. It has approximately $2.1 trillion in assets and is ranked among the largest corporations in America.
Own the company's inorganic growth strategy and full acquisition lifecycle from sourcing to integration.
Lead financial modeling, due diligence, and transaction structuring for acquisitions and strategic partnerships.
Partner with the CFO on capital allocation, financing, and 3-to-5-year growth strategy.
The hiring partner is a company pursuing inorganic growth through acquisitions, alliances, and partnerships. It is an international, remote-first organization focused on collaboration, autonomy, innovation, and employee success.
Assist in building and leading the bank's Capital Markets Whole Loan Trading platform.
Provide analytical and operational support for secondary whole loan trading and day-to-day operations.
Assist in evaluating, structuring, and executing capital markets structured finance transactions including securitization and whole loan sales.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace diverse perspectives.
Own the borrowing base process end-to-end and manage lender relationships.
Build and maintain the company's core financial models.
Prepare Board and investor materials and support credit agreement negotiations.
Kiwi is a Series B consumer lending fintech serving the US Hispanic market, with a focus on underbanked consumers. The company has raised over $120MM in debt and equity and operates with a lean finance team.
Design and own the 50/30/20 model portfolio framework and define the rebalancing and tax-loss-harvesting logic.
Select and maintain the actual fund/ETF lineup using clear, defensible due-diligence criteria.
Serve as the named investment lead in regulatory filings and client-facing materials.
StartEngine is a fintech company launching a robo-advisory platform for private-fund clients. It is a rapidly expanding startup with a team of around 14 engineers and a builder-oriented culture.
Manages and optimizes a natural gas trading portfolio with a focus on the US East market.
Executes strategies for physical and financial transactions while adhering to risk limits and compliance standards.
Analyzes market conditions and communicates summaries of opportunities to leadership.
EQT Corporation is a natural gas company focused on production and trading. It fosters a culture of transparent leadership, collaboration, and growth, with opportunities for skill expansion and career advancement.
Own critical investment reporting, data quality, and portfolio support processes.
Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
Identify opportunities to improve and automate processes including incorporating AI tools.
Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.