Lead day-to-day portfolio reporting operations and mentor team members.
Manage Addepar and Orion environments for data integrity and performance reporting.
Oversee advisor onboarding, data conversions, and process improvements.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Drive strategic growth of the Arbitrum ecosystem across the capital markets community, including investment firms, asset managers, and research analysts.
Build and maintain relationships with crypto-native and traditional investment organizations, supporting engagement and onboarding new partners.
Prepare institutional-grade materials, coordinate investor meetings and roadshows, and support investment due diligence.
The Arbitrum Foundation is dedicated to scaling Ethereum through cutting-edge Layer 2 solutions, including Arbitrum One, an Optimistic Rollup that enables faster, more affordable transactions while maintaining Ethereum's security. It is a leading Ethereum scaling solution with hundreds of dApps and over $13bn TVL, and the team values decentralization, innovation, and community.
Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
Coach less experienced advisers and contribute to shaping House Rules and service improvements.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.
Lead tax equity and preferred equity structuring for clean energy infrastructure transactions.
Build complex partnership flip, hybrid, and preferred equity models and drive underwriting.
Manage transaction execution from intake to closing while developing associates and using AI tools.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and infrastructure. It is a remote-first team of 120+ experts, backed by $77M from top investors, with a high-growth, ownership-driven culture.
Support screening, underwriting, structuring, and execution of tax equity and preferred equity transactions from intake to closing.
Build and update financial models, prepare investment committee materials, and analyze risks and value drivers.
Collaborate with senior structuring team members and use AI-enabled tools to drive transactions and improve processes.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company is a remote-first team of 120+ with a high-growth, high-ownership culture.
Screen and qualify M&A prospects using investment criteria and rigorous screening.
Manage, monitor, and maintain data quality of M&A prospects in CRM with reports and dashboards.
Perform primary research on owner-operated businesses, private equity portfolios, and potential carve-outs.
Harris provides mission-critical software solutions for the public sector, healthcare, utilities, and private sector verticals in North America. As a subsidiary of Constellation Software Inc., the company offers a casual work environment, comprehensive benefits, and opportunities for growth.
Process retirement plan distributions and loans from start to finish.
Review documentation for accuracy and completeness, and prepare distribution packages.
Communicate with participants, plan sponsors, and advisors while maintaining accurate records.
Nova 401(k) Associates provides retirement plan administration and support services, handling distributions, loans, and participant communications. The company is a growing remote team that values accuracy, professional development, and collaborative relationships.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Complete structured investment finance tasks on an external platform.
Author detailed content on financial markets and investment strategies.
Manage independent work sessions and track time using Insightful software.
Terac is building the world's largest pool of vetted human experts for AI. It connects researchers, AI labs, and product teams with specialized professionals across industries and languages.