Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Conduct thorough due diligence on prospective issuers, companies, vendors, partners, and counterparties, presenting findings in decision-ready formats.
Perform fundamental analysis and build commercial and financial models to evaluate product structures, pricing, deal economics, and profitability.
Prepare internal committee memos, decision documents, and management presentations that translate complex analysis into actionable recommendations.
Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. The company is trusted by 300+ million people in 100+ countries and offers a range of digital-asset products, with a results-driven culture and flat structure.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Coordinate ongoing loan sales, pricing, and trade registration.
Manage investor reporting packages and portfolio performance updates.
Lead onboarding of new institutional investors and manage cross-functional projects.
Zippy makes getting a loan for a manufactured home simple, fast, and fully online. They are a remote-first team backed by institutional investors, offering competitive pay, stock options, and excellent benefits.
Identify and execute borrow and loan opportunities across equities, fixed income, and ETFs using manual and automated strategies.
Leverage Python and SQL to streamline tasks, develop analytical tools, and automate data-driven decisions.
Collaborate with Product, Engineering, and Operations teams to optimize data pipelines, trading systems, and risk controls.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. The company has over 400 globally distributed employees and is backed by $400 million in funding from top-tier investors.
Foster deep market knowledge across metals recycling, collect pricing data, and set price assessments in line with IOSCO principles.
Write market commentaries and breaking news, manage industry contacts, and handle market inquiries with editorial judgment.
Present at events and webinars, chair panels, and back up colleagues on pricing patches to ensure consistency.
Fastmarkets is an industry-leading price-reporting agency (PRA) and information provider for global commodities. It has more than 700 employees across global locations and fosters a warm, open, and friendly culture.
Client-quality deliverables across IB workflows: valuation and operating models, pitch and teaser materials, comps and precedent analyses, and decks, built so a model can learn from them.
End-to-end deal tasks rather than one-off questions, built out in full (a full M&A or financing process is one example among many).
The same standards you'd apply to real deal work, including regulated-industry expectations.
Aptura is a team from Lazard, Partners Group and McKinsey. We work with frontier AI labs to bring real investment banking and private equity expertise into how their models reason.
Develop and maintain high-impact investor relations and corporate communications materials, including press releases, earnings scripts, and presentations.
Support analyst and institutional investor engagement and help advance investor targeting strategies.
Partner cross-functionally with Finance, Legal, Commercial, and other teams to ensure accurate and compliant communications.
Iovance Biotherapeutics is a biotechnology company focused on developing tumor infiltrating lymphocyte (TIL) therapy for cancer. The company is a global leader in cell therapy innovation and fosters a culture of continuous innovation and collaboration.
Lead and coach a team of Investment Representatives to ensure high-quality, compliant client interactions.
Oversee daily operations including trade reviews, quality assurance, and performance metrics.
Collaborate with cross-functional teams to improve processes and client experiences.
Our partner is a fast-growing financial services company focused on delivering reliable and innovative financial solutions. They foster an inclusive workplace culture with a focus on learning and growth.