Conduct financial, operational, and market analyses to support the identification and evaluation of potential acquisition targets.
Build and maintain detailed financial models (e.g., pro formas, valuations, ROI analysis).
Assist in due diligence processes including data room organization, document review, and coordination with internal and external stakeholders.
Integrated Dermatology is a high-growth Dermatology-focused Physician Practice Management (PPM) led by a seasoned executive team. They partner with top-tier dermatologists across the country, offering operational, financial, and strategic support to help them grow their practices while maintaining clinical autonomy.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Construct expert benchmarks: Build and validate real-world investment cases and portfolio management frameworks to evaluate AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic or market intuition fails.
Design frameworks: Translate how institutional investors evaluate securities and manage risk into problems that push the limits of AI reasoning.
Mentis AI operates where institutional investment expertise meets frontier AI systems. They combine asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in financial contexts.
Construct expert benchmarks: Build and validate real-world underwriting models and investment cases used to evaluate frontier AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated real estate analyses and identify where logic or market intuition fail.
Design frameworks: Translate how REPE professionals evaluate acquisitions and structure transactions into problems that push the limits of AI reasoning.
Mentis AI operates at the intersection of institutional finance expertise and frontier AI systems. Our team combines financial services experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions.
Construct expert benchmarks to evaluate AI systems.
Stress-test model reasoning, identifying failures in logic.
Design frameworks translating investor strategies into AI.
Mentis AI operates at the intersection of private markets expertise and frontier AI systems. Their team combines institutional finance experience with machine learning and applied AI research, collaborating with leading AI labs to improve AI reasoning in financial contexts.
Lead transaction execution for tax equity and preferred equity investments.
Prepare and present investment opportunities to Investment Committee.
Oversee and review financial models developed by team members.
Crux is a capital markets platform that is changing the way clean energy and manufacturing projects are financed in the U.S. Their team of 85+ is composed of experts in energy, tax, finance, government, and technology, fostering a culture of growth and high ownership.
Data will capture how private equity and growth equity professionals evaluate investments.
Data will span the full investment lifecycle from sourcing to exit.
Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. They are headquartered in London and San Francisco and aim to bridge the gap between human and artificial intelligence.
Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Engage the model with investment scenarios, analytical questions, and market-based reasoning tasks; verify factual correctness and financial logic.
Assess the validity of investment reasoning; capture reproducible error traces; and provide structured feedback to improve prompts, evaluation frameworks, and analytical depth.
Identify where models oversimplify market behavior or misinterpret financial data.
They are evolving large-scale language models from simple conversational tools into systems capable of analyzing financial markets, interpreting investment strategies, and supporting decision-making across asset classes. They seem to have a growing team.
Take on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Lead a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.