Lead M&A deals from first call to closing as a principal, allocating capital to bootstrapped PLG software companies across North America and Western Europe.
Own early-stage qualification, financial modeling, commercial due diligence, and negotiations with founders.
Work directly with C-suite and operating teams to drive investments from LOI to signed SPA.
saas.group is a SaaS portfolio powerhouse that acquires and grows bootstrapped B2B software companies. With a fully remote team of nearly 380+ colleagues across 50+ countries, they foster a high-trust, autonomous culture focused on innovation and collaboration.
Build and maintain your own investor book, qualifying and warming relationships with family offices, VCs and strategic investors.
Support live mandates with investor qualification, briefing notes and follow-up on real deals.
Grow your network through regular first conversations and shadowing senior team members toward a senior role.
Pairs is a vetted private capital network that connects breakout US founders with family offices, VCs and strategic investors. The company focuses on the top 1% of deals, vets every founder and investor, and invests its own money alongside investors.
Translate research analyst perspectives and market insights into clear, actionable deliverables for advisors.
Develop scalable frameworks and lead the quarterly refresh of the Mariner Manager Monitor (3M).
Serve as a subject matter expert for the Morningstar Report Portal and build asset allocation studies for institutional clients.
Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Own the top of the M&A funnel, building a proprietary pipeline of property management acquisition targets.
Split time between high-volume outbound calling/emailing and in-person travel to meet owners and attend industry events.
Manage relationships over 12-24 months to become the first call when owners are ready to sell.
Bungalow is a technology-driven property management platform consolidating the fragmented property management industry through AI and automation. Backed by top-tier investors, it is a rapidly growing startup with a hands-on, builder culture.
Execute trades for Separately Managed Accounts and Unified Managed Accounts, implementing manager model changes and rebalancing requests.
Manage trade order lifecycle, including order generation, execution review, reconciliation, and pre/post-trade servicing.
Collaborate with sponsors and clients to support connectivity, troubleshoot issues, and improve trading processes.
Vestmark Advisory Solutions provides advisory and asset management services, including retail SMA order generation and trade execution for proprietary and third-party manager models. The company emphasizes diversity, inclusion, and a collaborative team environment.
Source and evaluate exclusive off-market real estate opportunities, including income-generating properties, hospitality assets, and premium renovation projects.
Lead transaction structuring, due diligence, negotiations, and investor reporting while coordinating external legal and tax advisers.
Build and manage relationships with qualified high-net-worth investors and establish the operating model for the club deal activity.
This company is launching a premium private club deal investment activity focused on exclusive off-market real estate opportunities. The culture is entrepreneurial and independent, with a performance-based compensation model and minority equity participation.
Lead a team of five investor relations associates, setting weekly priorities and coaching in real time.
Own results across mandate calls, activations, pitches, founder calls, and referrals.
Run senior mandate calls and maintain the standard, plus hiring and onboarding as the team grows.
Pairs is a vetted private capital network connecting founders with family offices, VCs, and strategic investors through investor relations work. The small, founder-led team has a high-standard culture focused on coaching and direct feedback.
Lead an investment team of five associates, owning hiring, coaching, and results.
Run the weekly pipeline review and ensure every deal and pass is understood.
Own match quality and take senior investor conversations at funds and family offices.
Pairs pairs founders with investors from a large, engaged global network, then manages the relationships that turn into meetings. It is built by a small, senior, flat team that ships fast.