Own the borrowing base process end-to-end and manage lender relationships.
Build and maintain the company's core financial models.
Prepare Board and investor materials and support credit agreement negotiations.
Kiwi is a Series B consumer lending fintech serving the US Hispanic market, with a focus on underbanked consumers. The company has raised over $120MM in debt and equity and operates with a lean finance team.
Design and own the 50/30/20 model portfolio framework and define the rebalancing and tax-loss-harvesting logic.
Select and maintain the actual fund/ETF lineup using clear, defensible due-diligence criteria.
Serve as the named investment lead in regulatory filings and client-facing materials.
StartEngine is a fintech company launching a robo-advisory platform for private-fund clients. It is a rapidly expanding startup with a team of around 14 engineers and a builder-oriented culture.
Manages and optimizes a natural gas trading portfolio with a focus on the US East market.
Executes strategies for physical and financial transactions while adhering to risk limits and compliance standards.
Analyzes market conditions and communicates summaries of opportunities to leadership.
EQT Corporation is a natural gas company focused on production and trading. It fosters a culture of transparent leadership, collaboration, and growth, with opportunities for skill expansion and career advancement.
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.