Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Create realistic PowerPoint tasks based on private equity or corporate development experience.
Complete each task to establish benchmark outcomes for AI-generated work.
Develop objective evaluation criteria and provide source materials for AI assessments.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. This role is posted on behalf of a partner company, and the hiring process is managed by their internal team.
Conduct market and investment landscape scans in food and oceans sectors across priority regions.
Engage with WWF Impact's portfolio companies and support pipeline development, monitoring, and evaluation.
Contribute to reports and presentations that inform early-stage impact investing strategy.
World Wildlife Fund (WWF) is a global conservation organization that partners with communities, companies, and governments to protect wildlife and conserve habitats. Nearly 1 million people in the U.S. and more than 5 million globally are WWF members.
Drive strategic growth of the Arbitrum ecosystem across the capital markets community, including investment firms, asset managers, and research analysts.
Build and maintain relationships with crypto-native and traditional investment organizations, supporting engagement and onboarding new partners.
Prepare institutional-grade materials, coordinate investor meetings and roadshows, and support investment due diligence.
The Arbitrum Foundation is dedicated to scaling Ethereum through cutting-edge Layer 2 solutions, including Arbitrum One, an Optimistic Rollup that enables faster, more affordable transactions while maintaining Ethereum's security. It is a leading Ethereum scaling solution with hundreds of dApps and over $13bn TVL, and the team values decentralization, innovation, and community.
Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.
Lead the regulatory launch and growth of a newly established ETF distribution and statutory underwriting business.
Own the entity's P&L, pricing strategy, and financial performance while building governance, controls, and a team.
Oversee the transition of distribution and marketing compliance activities from an external provider and manage multi-stakeholder relationships.
They are establishing a new ETF distribution and statutory underwriting business within a regulated financial-services environment. The company is in a launch phase, building its operating model, governance, and team in a lean, evolving setting.
Screen and qualify M&A prospects using investment criteria and rigorous screening.
Manage, monitor, and maintain data quality of M&A prospects in CRM with reports and dashboards.
Perform primary research on owner-operated businesses, private equity portfolios, and potential carve-outs.
Harris provides mission-critical software solutions for the public sector, healthcare, utilities, and private sector verticals in North America. As a subsidiary of Constellation Software Inc., the company offers a casual work environment, comprehensive benefits, and opportunities for growth.
Build and manage an investment fund focused on resilience to AI-driven disruption, political instability, and structural economic changes.
Develop the fund's long-term investment thesis, lead fundraising, and execute investments across multiple asset classes.
Cultivate strong relationships with limited partners, co-investors, and senior leadership to shape a 20-year investment horizon.
Jobgether is an AI-powered job matching platform that connects top candidates with hiring companies. The company uses technology to streamline the hiring process, ensuring objective and efficient candidate evaluation.
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.