Source and qualify investment opportunities across people, companies, and deals.
Support financial modeling, fundamental analysis, and monitoring of portfolio companies.
Assist with data analytics, unit economics, and portfolio management processes.
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 focus on professional growth, remote work, and employee well-being.
Communicate with prospective and existing clients to identify their financial priorities and objectives.
Explain financial concepts and available products in a clear, accurate, and understandable manner.
Help clients review financial services and product options based on their needs and eligibility.
We help individuals, families, and business owners understand financial products and planning options. We focus on client education, professional communication, and long-term relationships, with training and mentorship for growth.
Leads the end-to-end portfolio implementation operating model, including account implementation, rebalancing, and trading workflows.
Oversees centralized trading, risk controls, and performance management to ensure accurate, scalable implementation.
Partners with investment leadership and cross-functional teams to drive technology, automation, and operational excellence.
EP Wealth Advisors is a wealth management advisory firm serving high net worth individuals with over $49.1 billion in assets. The firm fosters an inclusive culture focused on associate growth and professional development.
Maintain client relationships and manage a caseload of DB/DC combo plans.
Consult on plan operations and coordinate with recordkeepers and advisors.
Document interactions and follow Nova policies.
Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. It is a vibrant and growing company with a remote-first culture, offering career advancement and professional training.
Lead M&A deals from first call to closing as a principal, allocating capital to bootstrapped PLG software companies across North America and Western Europe.
Own early-stage qualification, financial modeling, commercial due diligence, and negotiations with founders.
Work directly with C-suite and operating teams to drive investments from LOI to signed SPA.
saas.group is a SaaS portfolio powerhouse that acquires and grows bootstrapped B2B software companies. With a fully remote team of nearly 380+ colleagues across 50+ countries, they foster a high-trust, autonomous culture focused on innovation and collaboration.
Build and maintain your own investor book, qualifying and warming relationships with family offices, VCs and strategic investors.
Support live mandates with investor qualification, briefing notes and follow-up on real deals.
Grow your network through regular first conversations and shadowing senior team members toward a senior role.
Pairs is a vetted private capital network that connects breakout US founders with family offices, VCs and strategic investors. The company focuses on the top 1% of deals, vets every founder and investor, and invests its own money alongside investors.
Translate research analyst perspectives and market insights into clear, actionable deliverables for advisors.
Develop scalable frameworks and lead the quarterly refresh of the Mariner Manager Monitor (3M).
Serve as a subject matter expert for the Morningstar Report Portal and build asset allocation studies for institutional clients.
Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Own the top of the M&A funnel, building a proprietary pipeline of property management acquisition targets.
Split time between high-volume outbound calling/emailing and in-person travel to meet owners and attend industry events.
Manage relationships over 12-24 months to become the first call when owners are ready to sell.
Bungalow is a technology-driven property management platform consolidating the fragmented property management industry through AI and automation. Backed by top-tier investors, it is a rapidly growing startup with a hands-on, builder culture.