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.
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 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.
Evaluate assigned asset classes and conduct due diligence to maintain a focus list of recommended investment strategies.
Collaborate with advisors to create search books and present recommendations to the Enterprise Investment Policy Committee.
Mentor research associates and support client onboarding through portfolio reviews and roadmap development.
Mariner is a wealth advisory firm that evaluates investment strategies and provides recommendations to clients. The company offers an innovative workplace with a culture that fosters camaraderie, teamwork, and professional growth.
Drive cross-functional initiatives to advance strategic objectives and manage project scope, governance, and risks.
Evaluate stakeholder requests, analyze and visualize information, and develop processes to enhance investment team efficiency.
Communicate effectively with stakeholders, handle sensitive information, and contribute to team knowledge-sharing.
NTT Global Data Centers is one of the largest data center providers globally, operating over 150 data centers in more than 20 countries. The company fosters a collaborative, innovative, and inclusive workplace where employees can grow and contribute to transformative projects.
Serve as primary contact for retail investors, addressing account questions and resolving issues.
Develop strong knowledge of Fundrise products and investment strategies to support investors.
Evaluate AI tools to improve customer experience and drive team efficiency.
Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Own the pre-market summary the desk opens with — concise, prioritized, and on time every day.
Manage earnings and events tracking for the names we own and watch, including positioning and what matters into the print.
Provide intraday checkpoint notes and maintain watchlists, thematic baskets, and alerts for the desk.
Deeter Analytics is a privately held investment research and trading firm managing its own capital across public markets. The firm is a small, low-ego, fully remote team.
Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.