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.
Make inter-dealer markets in corporate securities, quoting, executing, and managing risk on corporate bond and equity positions.
Work directly with counterparties to source liquidity and facilitate trades, and help establish day-to-day trading practices.
Ensure compliance with regulations including Reg NMS, SHO, FINRA, CAT reporting, and best execution.
Atomic is a fast-growing, mission-driven company building critical financial infrastructure for consumer-facing companies to offer investing experiences. The company has raised $55M in funding and is positioned to rapidly scale.
Provide market intelligence on bolt-on targets, competitive landscape, and valuation context within your subsector.
Make introductions to founders, family owners, and senior executives in your existing network.
Review confidential information memoranda and management presentations for sector-specific operating fit and risk.
Fireclay Partners is a veteran-owned middle market M&A and buy-side advisory firm based in Kansas City, serving private equity sponsors and family-owned businesses. They pair investment banking execution with senior operating expertise and bring in industry advisors with deep domain experience.
Lead relationship development with professional fiduciaries across California to drive growth and scale.
Provide investment consultations, platform demos, and quarterly reviews to fiduciary clients.
Develop investment recommendations and represent True Link at PFAC conferences and events.
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.
Proactively identify opportunities for improvements in trading process and efficiency.
Process client model change requests and maintenance requests while performing controls to mitigate risk.
Handle trade order management, execution review, and reconciliation across platforms.
Vestmark Advisory Solutions provides advisory and asset management services for separately managed accounts and unified managed accounts. The company fosters an inclusive culture and offers competitive compensation with a strong emphasis on diversity and equal opportunity.
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.