Post job

Investment analyst work from home jobs

- 548 jobs
  • Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor

    Remote job

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of February (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates** Limited time referral bonus: - **$1,000 referral bonus** for anyone you refer between December 11th and December 14th that passes the work trial and works at least 10 hours on the project - After that, the referral bonus will go back to $500
    $51k-93k yearly est. 60d+ ago
  • Infor Finance ERP Analyst - 245267

    Medix Technology 3.9company rating

    Remote job

    Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.
    $42k-57k yearly est. 4d ago
  • Financial Analyst

    Connect Search, LLC 4.1company rating

    Remote job

    ***LOCAL CANDIDATES ONLY*** Job Title: Financial Analyst (FP&A) Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week. Pay: $30-35/hour W2 About the Role: Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making. Key Responsibilities: Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data. Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership. Build and maintain financial models to support scenario planning and operational decision-making. Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives. Consolidate and interpret financial results across departments for reporting packages. Support long-range planning by evaluating key business assumptions and market trends. Monitor KPIs and operational metrics, translating them into actionable insights for leadership. Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts. Qualifications: Bachelor's degree in Finance or Accounting required; Master's preferred. 3+ years of FP&A or financial analysis experience. Strong experience with variance analysis, budgeting, and financial forecasting. Ability to extract, interpret, and present financial data clearly to non-financial stakeholders. Excellent analytical, organizational, and communication skills. Why Join: Hybrid work schedule with flexibility to work remotely. Opportunity to partner with cross-functional leadership and drive impact on financial performance. Collaborative and fast-paced environment where your insights will influence key decisions.
    $30-35 hourly 3d ago
  • Investment Services Senior Analyst, Private Structured Investments (Remote)

    Trustage

    Remote job

    At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage. Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage. Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness. Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes. Job Responsibilities: New Deal Management: (may include, among other things) Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools. Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files. Ensure completeness of files from inception to closing. Maintain pipeline database system as it relates to the deal flow and the portfolio. Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up). Positively represent the company in relationships with all parties affiliated with the deal process. Existing Deal Management: (may include, among other things) Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such. Track, monitor and take primary responsibility for responding to general questions from outside relationships. Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases. Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities. Report and track complex structured deals; manage and track documentation pursuant to record retention practices. Maintain files for completeness and timeliness of data; assist Operations with audit requests. Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes. Compliance/Legal Management (may include, among other things) Maintain restricted lists in accordance with TruStage Capital Advisors practices. Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels. Ensure appropriate resource coverage. Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources Position Specific: Credit/Alternatives Team Research deal/fund/data requests from Operations, legal or other areas. Maintain process manual; schedule team meetings; maintain website access, subscription services, etc. Position Specific: Investment Administration - Private Structured Investments Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision Manage the closing of transactions, servicing and monitoring of portfolio investments. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience. Experience with insurance and regulatory matters preferred. Advanced project management, leadership, organizational and planning skills. Demonstrated negotiating and time management skills. Strong attention to detail. Problem solving skills, including effective problem analysis, root cause identification and creative solution development. Strong written and verbal communications. Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor. Maintain notary public in good standing and licensing as required. Ability to travel 5% or less. Position Specific: Investment Administration - Private Structured Investments Advanced degree or professional certification (e.g., CFA, CAIA) preferred. 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets. Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite). Experience in Power BI or similar tools is a plus. #LI-LT If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $81,500.00 - $122,300.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
    $81.5k-122.3k yearly Auto-Apply 60d+ ago
  • Investment Analyst

    Pds 3.8company rating

    Remote job

    Full Job Description Who we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In Chicago's top 10 places to work in 2021, we believe that our People are our greatest competitive advantage. To support our People, we have built a company culture that empowers our employees to embrace challenges, encourages unity through collaboration, and seeks to constantly evolve by leveraging data and inspiring innovation The Opportunity: As the Investment Analyst you have the unique opportunity to utilize your passion in sports & entertainment and apply that knowledge within your career. You will be a vital part of the Investment team managing and pricing ticket inventory for live events acquired through the company's various partnerships. In this role you'll keep a close pulse on the sports & entertainment industries to see how external factors have driven secondary market trends. You will be analyzing those trends and their corresponding sales data to accurately price tickets, ensuring you minimize our company's risk and maximize its profits. You'll expand our business by seeking valuable opportunities in which we can make our marketplace more vibrant, more liquid, and more successful. This will require the ability to react quickly to the ever-changing live marketplace no matter the time, place, or situation. Imagine the most popular performers in the world announcing their farewell tour, or a team clinching a spot in the championship game - you'll analyze demand and secure inventory, providing robust purchasing options for our marketplace customers. How your role contributes to the success of Vivid Seats: Maximizes revenue and minimizes risks of certain assets acquired through the company's various partnerships Leverages market data into actionable insights and opportunities for pricing optimization Boosts company growth and adds marketplace liquidity by capitalizing on profitable investment opportunities Provides company key insights into market behavior by transferring supply-side knowledge and helping to forecast demand Connects buyer with seller by ensuring our listings are maximally exposed and 100% accurate How your role expectations will progress as an Investment Analyst in the first 30, 90, and 180 days: 30 days in Complete new hire orientation, gaining the resources you need to be successful Learn how ticket marketplaces operate and how you'll contribute to providing great experiences for our customers Acclimate to team and company norms, business objectives, and Vivid Seats values Assist Investment Managers with near term pricing assignments and data organization Build a foundation of knowledge regarding departmental processes by actively participating in team calendar events Learn the basic principles behind our department's pricing theorem and strategies 90 days in Contribute to our approaches, methods, or technologies to support overall business goals and drive team efficiencies Maintain, harvest and aid internal and external relationships to achieve progress and advance objectives Begin assuming sole responsibility of specific pricing assignments while applying the pricing theorem and strategies set forth by the department Research potential ticketing opportunities that would bring value and liquidity to the marketplace 180 days in Apply methods to execute individual tasks that positively impacts the team Play an active role in continued learnings to advance skill sets necessary for team goals Expand your assignments and long-term asset management into a full-time position Earn autonomy in securing potential ticketing opportunities What You'll Bring: Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk management Experience constructing diverse portfolios in any asset class or skill-based game with a detailed account of hedging against risk and identifying asymmetrical upside (preferred) Ability to manipulate and analyze large datasets using Excel or Google Sheets, evaluate market trends, and consider external factors in determination of producing optimal outputs Analytical, method-driven mind that values process over results Experience in a fast-paced environment with exceptional attention to detail alongside the ability to prioritize tasks and meet deadlines Adaptable schedule expecting to work outside of typical business hours to meet the demands of our industry A strong sense of urgency coupled with an intrinsic desire to complete all tasks with 100% accuracy and efficiency Live Event Enthusiast! Our Commitment: We are an equal opportunity employer that values the critical importance of a diverse workforce and sense of belonging. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification. Vivid Seats provides competitive compensation; bonus incentives; FLEX PTO; mental health days; medical, dental, and vision insurance; 401K matching; monthly credits and discounts for attending live events; remote work and snack allowances; and a variety of additional workplace perks.
    $69k-99k yearly est. 60d+ ago
  • Financial and Investment Analysts

    Weekday Ai

    Remote job

    This role is for one of our clients We are seeking experienced Financial and Investment Analysts to contribute to a research project in collaboration with one of the world's leading AI organizations. In this role, you'll apply your professional expertise to design and evaluate occupation-specific questions that reflect real-world financial analysis and investment practices. Requirements Eligibility Requirements: Minimum of 4+ years of full-time experience as a Financial and Investment Analyst. Must be based in the United States, United Kingdom, or Canada. Must have access to a desktop or laptop computer (Chromebooks are not supported). Project Details: Flexible and fully remote - work asynchronously on your own schedule. Minimum commitment of 15 hours per week (availability of work may vary). The project is expected to continue through the end of 2025, with a possibility of extension. Contribute your professional insights to help build advanced AI systems informed by real-world financial expertise. Compensation & Contract Terms: Competitive hourly rates, determined by experience and geographic location. ($90-$200per hour) Weekly payments via Stripe Connect, based on actual hours worked. Engagement is structured as an independent contractor on an “at-will” basis. Visa sponsorship (H1-B or STEM OPT) is not available for this role.
    $58k-106k yearly est. Auto-Apply 32d ago
  • Consultant - Due Diligence Investment Analyst (Fractional/Contract Role)

    Arootah

    Remote job

    Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at ***************************** for more information. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you will provide expert advice to our Alternative Asset Firm and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. What You'll Do Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance. Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats. Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors. Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership. Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry. Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks. Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential. Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks. Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investment objectives. Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams. Build and maintain due diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation. Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development. Qualifications Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm Familiarity with alternative investments, asset classes and strategies Develop ideas of possible improvements to the diligence process Demonstrated ability to work in a collaborative, team environment Ability to meet tight deadlines and dynamically shifting priorities Job Status Type: Part-Time/Contract Hours: Flexible, based on client needs (0-40 hours per week). PERKS WITH US: Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.
    $80k-137k yearly est. Auto-Apply 60d+ ago
  • Senior Investor Relations Analyst

    Lambda 4.2company rating

    Remote job

    Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
    $85k-154k yearly est. Auto-Apply 60d+ ago
  • Senior Investment Analyst

    Legalist

    Remote job

    Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization
    $82k-143k yearly est. Auto-Apply 60d+ ago
  • Senior Investor Relations Analyst

    Lambda Labs

    Remote job

    Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. * Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: * Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials * Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications * Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives * Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception * Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website * Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences * Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning * Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You * Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance * Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts * Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences * Proficient in Excel and Google Suite; experience with financial research tools is a plus * Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture * Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset * Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions * Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience * Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: * Experience with AI, SaaS, or consumption-based business models * Comfort handling ambiguity and working with minimal supervision * Experience working with pre-IPO companies * Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda * Founded in 2012, with 500+ employees, and growing fast * Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove * We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * Our values are publicly available: ************************* * We offer generous cash & equity compensation * Health, dental, and vision coverage for you and your dependents * Wellness and commuter stipends for select roles * 401k Plan with 2% company match (USA employees) * Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
    $82k-143k yearly est. 60d+ ago
  • Loan Accounting & Investor Reporting Associate - Remote

    Situsamc

    Remote job

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team. Essential Job Functions: Executes on client loan accounting and investor reporting functions utilizing SBO Performs remittance processing functions in support of client implementation and conversion functions Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact Provide ongoing system and business support for clients including researching and resolving production issues Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product. Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization. Such other activities as may be assigned by your manager Qualifications/ Requirements: Bachelor's degree in accounting or finance or equivalent combination of education and experience Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. 3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred Strong math and analytical skills Advanced skills with Microsoft Excel including experience manipulating large volumes of data Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported. Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills. Excellent communication skills, both verbal and written, in individual and group settings Experience with SBO loan accounting system a plus Ability to read and parameterize adjustable-rate mortgage (ARM) notes Experience in working with software development teams Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server. Experience testing software enhancements or bug fixes Understand and able to reconcile custodial accounts Self directed and motivated to deliver high quality solutions and services. #LI-AS1 #LI-Remote Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $70,000.00 - $85,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal
    $70k-85k yearly Auto-Apply 33d ago
  • Senior Analyst, Investment Product Management

    LPL Financial 4.7company rating

    Remote job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies. Responsibilities: SMA Strategy Onboarding- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders. Relationship Management- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress. Collaboration- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight. Product Management Operations- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox. Project Leadership- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery. Industry Insight- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions. Continuous Improvement- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements 3+ years of experience in the financial services industry Knowledgeable in the investment advisory product landscape, specifically SMAs Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income Effective communicator with polished presentation skills Core Competencies Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results. Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment High attention to detail and commitment to delivering accurate, compliant, and timely solutions Strong organizational and project management skills Preferences Bachelor's degree in Business, Finance, Economics, or a related field Series 7, Series 66 Experience with process improvement, documentation, and issue resolution Due Diligence and product risk experience Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus Pay Range: $78,375-$130,625/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $78.4k-130.6k yearly Auto-Apply 60d+ ago
  • Senior Investment Analyst - Alternative Investments

    GE Aerospace 4.8company rating

    Remote job

    This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for managing over $45 billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical role in supporting the evaluation, execution, and monitoring of alternative investments, contributing to the team's overall success. **Job Description** **Roles and Responsibilities** + Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies. + Assist in preparing investment recommendations and presentations for internal committees. + Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics. + Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions. + Contribute to portfolio construction analysis, commitment pacing, and performance evaluation. + Assist with cash flow forecasting and reporting for the alternatives portfolio. + Research industry trends and help identify top managers and emerging strategies across the alternatives landscape. **Required Qualifications** + Bachelor's degree in finance, Economics, Accounting or related field. + 4-6 years of experience in investment analysis, ideally focused on private credit. + Strong analytical and quantitative skills, including proficiency in Excel and financial modeling. + Excellent written and verbal communication skills. + Ability to manage multiple priorities and work collaboratively in a team environment. **Desired Characteristics** + CFA or CAIA progress preferred. + Prior experience within an insurance company environment is highly desirable. + High integrity and professional ethics. + Strong organizational and presentation skills. + Ability to work independently and build effective relationships with internal and external stakeholders. The base pay range for this position is $ 105,000.00 - 139,400.00 - 174,700.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary/ commission based on the plan. This posting is expected to close on December 30, 2025 Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs ( _i.e_ ., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. **Additional Information** GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
    $105k-139.4k yearly 10d ago
  • Investment Banking Associate

    Hyperiongrp

    Remote job

    Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts 401(k) retirement plan Flexible Paid Time Off and paid parental leave Life and Disability insurance
    $175k-225k yearly Auto-Apply 6d ago
  • Investment Banking Associate

    Howden Group Holdings Ltd.

    Remote job

    Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: * Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts * 401(k) retirement plan * Flexible Paid Time Off and paid parental leave * Life and Disability insurance
    $175k-225k yearly Auto-Apply 4d ago
  • Investment Banking Intern

    Into City Prep

    Remote job

    Job Description Investment Banking Internship We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution. This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key. Key Responsibilities: Conduct industry and market research; build and maintain DCF valuation models. Deliver detailed company valuations and financial performance analyses. Calculate essential financial ratios; support annual budgeting and forecasting efforts. Create financial statements and contribute to the preparation of M&A materials. Develop underwriting frameworks to evaluate asset risks and market shifts. Analyze business data to uncover patterns, insights, and opportunities. Present financial insights and discrepancies clearly and effectively. Qualifications: Open to students, graduates, and career changers exploring finance. International or cross-cultural experience is an asset. Skilled in Microsoft Excel, PowerPoint, and Word. Strong analytical thinking and quantitative reasoning. Clear communicator with strong presentation skills. What You'll Gain: Remote work flexibility. Personalized mentorship from seasoned professionals. Early, practical exposure to the investment banking lifecycle. Competitive compensation available for candidates with relevant experience. Compensation: Up to £7,000 / €8,000 / $8,200, based on experience and internship type.
    $53k-97k yearly est. 18d ago
  • Investment Banking Analyst - FULL TIME Off Cycle Internship

    Accurent

    Remote job

    Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: Accurent.org *********************************************** Job Description Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: Accurent.org *********************************************** As an Intern with Accurent, you will gain valuable experience in the following areas: Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate. Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing. Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach. Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients. Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements. Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions. Qualifications Completed or pursuing a bachelor's degree at a leading higher education institution Solid Excel, accounting and corporate finance knowledge Loyalty toward the firm Commitment to fulfill all tasks given beyond expectations Unrivaled work ethic A willingness to work independently An insatiable appetite to learn about investment banking Additional Information All your information will be kept confidential according to EEO guidelines.
    $53k-97k yearly est. 60d+ ago
  • Insights Analyst, Corporate

    Yipitdata 4.1company rating

    Remote job

    About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
    $125k yearly Auto-Apply 21d ago
  • Financial Analyst Intern (US-Remote)

    Token Metrics

    Remote job

    Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. Responsibilities Analyzing financial data. Researching macroeconomic and microeconomic conditions. Preparing accounting and other required reports and projections based on the analysis performed. Evaluating capital expenditures and asset depreciation. Establishing and evaluating records, statements, and profit plans. Identifying financial performance trends and financial risk, and making recommendations. Providing recommendations for improvement based on trends. Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts. Providing financial models and making financial forecasts. Requirements Knowledge of US Generally Accepted Accounting Principles. Bachelor's degree in business, accounting, finance, economics, or related field. Proven experience in the financial industry. Proficiency with spreadsheets, databases, and financial software applications. Outstanding presentation, reporting, and communication skills. Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Proven leadership abilities. Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
    $30k-43k yearly est. Auto-Apply 60d+ ago
  • Lead Corporate Strategy Analyst

    Great Minds 3.9company rating

    Remote job

    Who We Are Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms. We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes. We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact. What We Build Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide. Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application. Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy. PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works. These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students. Where We're Headed Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support. Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale. Job Purpose Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases. This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization. Responsibilities Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way Collaborate with cross-functional teams to gather data and support implementation of strategic projects Contribute to the preparation of board materials, strategy documents, and internal communications Assist in modeling scenarios and business cases that inform investment or strategic decisions Help track and monitor progress against strategic goals and report on key outcomes Job requirements Requirements 3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI) Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos Collaborative mindset and ability to work effectively across teams in a fast-paced environment High attention to detail, organization, and follow-through Intellectual curiosity and a desire to learn and grow within a strategic function Preferred Experience in the K-12 education sector, edtech, or mission-driven organizations Familiarity with business case development, financial modeling, or strategic planning processes Interest in public education and a belief in the power of high-quality curriculum Required Education Bachelor's Degree Status Full-time Location Remote position; must be based in Boston Metropolitan Area The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives. A cover letter and resume are required to be considered for this position. New employees will be required to successfully complete a background check. Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact *********************** Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices. All done! Your application has been successfully submitted! Other jobs
    $94k-107k yearly 60d+ ago

Learn more about investment analyst jobs