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.
Conduct bottoms-up company research including reviewing earnings releases and analyzing regulatory filings.
Moderate teleconferences on timely topics featuring experts to produce actionable insights for buy-side and PE clients.
Work with the AI team to systematize diligence questions and automate fundamental research solutions.
Guidepoint powers end-to-end research workflows for the world’s best research teams. With over 1,600 employees, the company fosters an entrepreneurial, autonomous, and casual work environment.
Engage clients through marketing campaigns and outreach, using a persuasive communication style to reinforce company values and increase retention.
Actively explore client needs and initiate financial goal-based conversations to present appropriate solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies with high emotional intelligence.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to help people achieve their financial goals. With over 1.27 million clients and $324 billion in assets across 140+ offices nationwide, the company fosters a collaborative culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Supervise and direct the work of performance reporting professionals, including performance appraisals and disciplinary actions.
Monitor and manage workflow to meet client obligations and deadlines, and mentor analysts on performance calculation issues.
Identify opportunities to enhance team efficiency, verify data, and assist with performance reporting projects.
We are an investment advisory firm providing fiduciary services and investment management. We have a collaborative culture with long-tenured employees and a focus on service and quality.
Responsible for underwriting complex new construction and preservation transactions, specializing in 4% and 9% LIHTC, tax-exempt bonds, and soft funds.
Lead financial modeling and risk assessments for formal RFA and FRI submissions, ensuring compliance with QAP criteria.
Coordinate with developers, investors, lenders, and government agencies to resolve underwriting questions and manage investor closing environment.
Stonewater Development Group is in the business of preserving and creating quality affordable housing. They are adding a Senior Underwriter to the team, with a focus on complex LIHTC transactions.
Lead investigations into crypto-related fraud and financial crime, including payment fraud, account takeover, and money laundering typologies on crypto on/off-ramps.
Build crypto-specific fraud investigation capability, including on-chain tracing methods, tooling, and documented processes, while training the wider team on red flags and typologies.
Design prevention and detection strategies for crypto fraud, work with vendors, support law enforcement escalations, and feed expertise into loss prevention strategy.
Fanvue is a fast-growing creator monetisation platform that helps creators connect, engage, and earn from their audiences at scale. With over $200m in annual recurring revenue and triple-digit growth, it supports hundreds of thousands of creators and millions of fans worldwide, fostering a culture recognized by the Sunday Times Best Places to Work.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Build and execute Crux's institutional capital relationships, originating programmatic capital solutions across debt, preferred equity, tax equity, and structured products.
Drive commercial alignment and maintain relationship continuity across the full lifecycle of each partnership and its underlying investments.
Serve as a visible market presence through conferences, webinars, and direct engagement to build brand visibility and surface new partnership opportunities.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors.
Build and manage a growing portfolio of allocator relationships with family offices and high-net-worth individuals.
Support live fundraising mandates by qualifying investors and preparing concise briefing notes.
Use AI-powered tools to streamline research and pipeline management, focusing on relationship building.
The company partners with hiring firms to manage applications and next steps. They are an AI-powered matching service that helps candidates find roles efficiently.
Lead origination, structuring, and oversight of mission-driven investments in health-related social drivers.
Manage portfolio performance, risk, and compliance while providing strategic guidance to investees.
Collaborate with internal teams and external partners to align financial returns with measurable health outcomes.
The American Heart Association is a nonprofit dedicated to reducing cardiovascular disease and stroke, with over 100 years of trusted leadership. It employs thousands globally and fosters a culture of work-life harmonization, core values, and employee growth through resources like Heart U.