Post job

Capital Markets jobs near me - 325 jobs

  • M&A and Strategic Investments Attorney (B6)

    Applied Materials 4.5company rating

    Remote job

    Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. What We Offer Salary: $189,000.00 - $260,000.00 Location: Santa Clara,CA You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. Role and Responsibilities Director, M&A and Strategic Investments, CBD Legal. This position would be in our Corporate Business Development (CBD) Legal group, and would report to the Managing Director, CBD Legal. Deal Counsel. The attorney's primary role would be as deal counsel supporting all aspects of the Corporate Business Development group's activities, including mergers, acquisitions, divestitures, joint ventures and other strategic investments. Specifically, the attorney would be involved in: Review M&A pipeline review decks and drive regulatory assessment review by antitrust, CFIUS and FDI counsel of potential transactions, including coordinating input from the applicable business unit leaders and technologists Prepare and negotiate non-disclosure agreements Work with internal tax and finance groups and external counsel on transaction structuring Prepare and advise the deal team regarding the negotiation of term sheets Conduct and coordinate due diligence investigations, including coordinating with Legal & Compliance Organization (LCO) groups and with IP counsel Prepare legal and IP due diligence report-outs for the business and deal team Work with outside counsel on preparation of definitive transaction documentation, working with the CBD deal lead to drive agreement negotiations Drive resolution of pre-closing and closing activities Coordinate presentations on due diligence findings for the LCO and impacted corporate and business groups to support post-close integration and other activities Develop and communicate responses to critical legal issues as they arise Advise on and coordinate the legal aspects of potential divestitures, including working with IP counsel to assess separability of assets and technology, with antitrust counsel to assess potential counterparties and regulatory requirements Assist in the preparation of playbooks and process improvements for the CBD group and participate in company-wide training programs Required Experience and Skills JD from a nationally-recognized law school The ideal candidate would have at least 6 years of total experience with a practice focused on mergers and acquisitions in a large, international law firm, with at least 2 of those years doing deals with a strong cross-border component for technology companies A thorough understanding of the entire M&A process and desire to learn and participate in legal integration efforts Experience in or exposure to capital markets, corporate securities and regulatory reporting, and strategic investments Experience in or exposure to regulatory assessments and filings, including domestic and foreign antitrust, CFIUS and foreign FDI, and Outbound Investment Rule Superior attention to detail and follow-through Maturity, tact, pragmatic business judgment, sound decision-making and a ready sense of humor Strong communication and presentation skills Ability to collaborate and work effectively in a team-oriented environment Willingness to travel, both domestic and international, up to 25% of the time Work Location: Santa Clara, on-site Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Yes, 20% of the Time Relocation Eligible: No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
    $189k-260k yearly 17d ago
  • Investor Relations Associate

    Equity Commercial Real Estate Solutions 3.8company rating

    Columbus, OH

    Equity ECS is a full service commercial real estate firm. Our comprehensive platform includes development, construction, brokerage, and property management services that are tailored to provide solutions to each client's needs. As Investor Relations Associate, responsible for the investor lifecycle and experience. Keep current investors informed of investment performance while assisting in the solicitation of additional investments, along with new investors. In this role, you will represent Equity and will do so with a high degree of confidentiality, professionalism, and customer service. Responsibilities/Execution: Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week Maintain investor relations lifecycle core processes and ensure they are followed by all. Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM. Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls. Deliver investor reports in alignment with the asset operating agreement. Create and communicate Fund level reports, as needed Assist with the distribution process. Communicate distribution information to investors. Assist with onboarding acquisitions and development assets related to investor documentation and capital calls. Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors. Education & Certifications Bachelor's Degree in accounting, finance or real Estate 2+ years of real estate investment, asset management or financing Proven ability to perform financial analysis Proficient with Microsoft Office Suites, skilled level using Excel YARDI and SharePoint experience, preferred What's In It For YOU: The confidence that comes in working for a well-established, privately held national company. A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession. A full benefits package with costs that don't break the bank. Paid Time Off in addition to 8 paid Company holidays. …And a lot more that we are excited to share with you Equity | ECS is an EQUAL OPPORTUNITY EMPLOYER
    $90k-107k yearly est. 2d ago
  • Executive Assistant

    Parafin

    Remote job

    About Us: At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Position We are looking for an Executive Assistant to provide comprehensive administrative support to our executive team. The perfect candidate will be organized, proactive, and loves making magic happen behind the scenes. Supporting multiple executives, you'll be the key to making sure everything runs smoothly, from calendars to client meetings, and everything in between. You'll be trusted with sensitive information, help tell our story through beautiful presentations, and be a key connector inside and outside the company. Do you thrive in a fast-paced environment where every day brings something new? If so, this could be your next big move! What You'll Be Doing: Masterfully manage complex calendars across multiple time zones - prioritizing, coordinating, and anticipating needs before they arise. Own the scheduling and logistics for internal and external meetings, ensuring every detail is handled with care. Prepare, edit, and polish documents, reports, and presentations for both internal use and high-profile external stakeholders. Track and manage expense reports and invoices with precision. Keep critical documents and information organized, updated, and easily accessible. Partner with executives on special projects that require creativity, speed, and discretion. Serve as a key point of contact between executives and clients, investors, and partners, reflecting our brand's energy and professionalism. Jump in wherever needed - because at a startup, no two days are ever the same! What We're Searching For: 4+ years of experience working with external partners and C-level executives in a startup setting. Bachelor's degree. Exceptionally organized with an eye for detail and a love of efficiency. Skilled at balancing multiple priorities and staying cool under pressure. An excellent communicator, both in writing and in person. Highly trustworthy and discreet with confidential information. Proactive, resourceful, and always two steps ahead. Tech-savvy, especially with Google Suite (Docs, Slides, Sheets), Google Calendar, and Notion. Excited to work in a fast-moving, high-energy startup environment. What We Offer Salary Range: $120k - $150k Equity grant Medical, dental & vision insurance Unlimited PTO Work from home flexibility Commuter benefits Free lunches Paid parental leave 401(k) Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.
    $120k-150k yearly Auto-Apply 12d ago
  • Institutional Fixed Income Salesperson

    Castleoak Securities 4.0company rating

    Remote job

    CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions NOTE: Only experienced candidates with relationships and a book of business will be considered. Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.
    $100k-150k yearly Auto-Apply 60d+ ago
  • Director of Customer Success

    Finalis

    Remote job

    What about your team? We're looking for a Director of Customer Success who will roll up their sleeves and support our team from inside the trenches. As the leader and a key member of our Customer Success team, you will help craft the company's customer success strategies to build relationships with customers and collaborate with cross-functional teams internally to deliver consistently excellent customer experiences. You will guide the evolution of the function from traditional platform support toward a true ecosystem success model, enabling customers to thrive within the broader investment banking and fintech landscape. Our ideal candidate is passionate about developing the talent on their team, a builder who uses analytical skills to identify problems, proactively create solutions, and improve relationships externally and internally. To succeed in this role, you should have relevant customer success experience and a demonstrated record of leading teams through operational scaling and hypergrowth across a diverse customer base. What will you be doing? Drive the advancement of Customer strategy and solution development alongside CSM and Delivery teams, building a scalable model that supports our growing footprint in the investment banking and fintech ecosystem. Partner with New Business to identify and shape new lines of business, including end-to-end feasibility assessment and definition of delivery needs. Leverage your background in investment banking or fintech to bring a sophisticated, data-driven approach to customer engagement, translating financial and transactional insights into meaningful business value for Members. Advise customers with a consultative, industry-focused approach, helping them navigate complex deal processes, regulatory nuances, and market dynamics relevant to their business goals. Coach and develop the CS team to deepen their understanding of investment banking and fintech concepts, enabling them to act as trusted advisors who can provide informed, strategic guidance to Members. Own the CSM account assignment process and performance strategy, setting clear expectations across onboarding, adoption, ROI delivery, and upsell readiness. Key processes include Time to Onboard, Adoption Score, At-Risk Customer Model, and Next Best Action Plays. Refine and maintain our Account Segmentation model to ensure optimal CSM-to-client ratios and differentiated service levels for standard and high-value Members. Engage directly with key clients, leveraging your capital markets fluency to provide value-adding insights, strengthen relationships, and identify opportunities for product and service optimization. Create and maintain scalable customer enablement content, playbooks, and training materials that support onboarding, adoption, and education across varying levels of Member sophistication. Collaborate cross-functionally with Sales, Product, and Marketing to ensure alignment between customer needs, product roadmap, and go-to-market strategy, particularly as it relates to our investment banking and fintech service ecosystem. Develop and implement customer feedback loops, including NPS and satisfaction analysis, to identify trends, recommend improvements, and drive continuous enhancement of the Member Experience. Continuously assess and optimize the customer journey, identifying key touchpoints, applying a consultative approach, and ensuring Members achieve their goals effectively. Oversee customer success metrics and reporting, ensuring data accuracy, adherence to established protocols, and transparency in performance tracking and decision-making. Partner with Sales and Marketing to gather client feedback, surface success stories, and develop impactful case studies that demonstrate measurable business value and strengthen Finalis' positioning in the market. Who are we looking for Deep understanding of investment banking or capital markets, ideally with experience in advisory, M&A, restructuring, or private market transactions. Minimum of 3 years in a Customer Success or relationship leadership role, with a track record of developing high-performing teams and improving client retention. Strong communicator with the ability to translate complex financial concepts into simple, actionable insights for customers and internal teams. Exceptional relationship-building skills, capable of engaging credibly with senior executives and financial professionals. Analytical and process-oriented, skilled at building scalable frameworks and driving accountability through metrics. Strategic thinker with a bias for action, comfortable balancing short-term priorities with long-term vision. Cross-functional collaborator, able to work effectively with Sales, Product, and Delivery in a dynamic, growth-stage environment. Bonus Track! Experience using CRM software and Customer Success or Support technology What do we offer? 100% Remote work (Work from wherever you want!) Competitive USD salary High-Speed Internet expenses allowance Generous Paid time-off (Vacation Time!) Additional 17 Flex Days (to use in national holidays or personal matters) People Team Partner (to target your roadblocks and customize an action plan for your career path) Buddy Program Virtual After-Office Activities Diverse Culture & Inclusive environment Benefits Package [if applicable] Paid Family Leave [if applicable] Why work with Finalis? We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds. Finalis' core values: Deliver with Integrity Dream Boldly Empower through Leadership Value Learning Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.
    $140k-202k yearly est. Auto-Apply 33d ago
  • Principal Data Analyst

    Figure 4.5company rating

    Remote job

    Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role At Figure, we're redefining what's possible at the intersection of finance and technology. Fresh off our IPO, we are building the next generation of financial infrastructure, transforming how capital moves, how credit is assessed, and how customers experience financial products. Our data team sits at the heart of that transformation, powering decisions from risk modeling and capital allocation to growth strategy. As a Principal Data Analyst, you will be a cornerstone of our analytics organization, partnering closely with Credit/Risk and Capital Markets to drive real financial outcomes. Your work will directly influence lending decisions, portfolio optimization, and the strategies behind our capital markets platform. You will connect analysis to the bigger picture across markets, products, and mission, combining analytical rigor with business intuition to help leaders understand what is happening and why it matters. You will also elevate our toolkit by building intuitive Tableau dashboards, writing performant BigQuery SQL, and designing frameworks that make insights repeatable and scalable across the company. What You'll Do Act as the analytics lead for Credit/Risk and Capital Markets, guiding decision-making through data-driven insights. Partner with cross-functional leaders to shape the questions that matter most, then answer them through thoughtful analysis and storytelling. Design and maintain robust Tableau dashboards that translate data into actionable narratives. Write and optimize BigQuery SQL to extract, transform, and analyze large-scale datasets. Develop analytical frameworks and models that support risk forecasting, pricing strategies, and portfolio performance. Apply statistical and experimental methods to test hypotheses, quantify uncertainty, and inform strategic trade-offs. Communicate findings clearly and persuasively to senior stakeholders. Champion a culture of data accuracy, curiosity, and continuous improvement. What We Look For 7+ years of experience using data to drive measurable business impact. Deep proficiency in SQL (preferably BigQuery) and expertise with complex joins, subqueries, and recursive logic. Advanced experience with Tableau; you know how to build dashboards that influence decisions, not just report them. Strong understanding of risk modeling, credit analytics, or capital markets data structures. Proven experience in fintech or financial services environments. Working knowledge of Python for data manipulation, automation, or modeling. Appreciation for statistical concepts like causal inference, bias detection, and experimental design. Clear, confident communication with both technical and non-technical audiences. Comfort navigating ambiguity and setting analytical direction in fast-moving environments. A natural curiosity about how finance, technology, and data intersect to drive innovation. Bonus Points Experience supporting product analytics or growth initiatives. A passion for problem-solving; you can't resist finding out why a metric behaves the way it does. You embrace learning from mistakes and are energized by challenges that don't have an obvious answer. Salary Compensation Range: $158,400-$198,000/yr 25% annual bonus target, paid quarterly Equity stock options package This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Hybrid
    $158.4k-198k yearly Auto-Apply 1d ago
  • Global Account Executive

    Fieldguide

    Remote job

    About Us: Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses. We're based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more. We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start-up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide. About the Role: As a Global Account Executive at Fieldguide, you'll be focused on driving net new sales of Fieldguide in the USA while serving as the driver of our global go-to-market strategy for the largest players in audit and advisory. You'll quarterback a team of international sellers to penetrate and expand Fieldguide's presence across the largest public accounting firms in the world. By deeply understanding each region's priorities and challenges, and applying a values-based selling approach, you will align global strategy with local execution delivering solutions that transform efficiency, productivity, and the future of audit and advisory services. What You'll Do: Drive global strategy: Orchestrate account strategy across regions, guiding international sellers and ensuring alignment toward shared revenue goals. Own strategic accounts: Manage a targeted list of global firms, overseeing the full sales cycle from prospecting to close. Drive revenue growth: Consistently achieve and exceed revenue targets and sales metrics across your global portfolio. Own complex project management: Coordinate stakeholders and deliverables across global accounts to advance large-scale opportunities. Build executive trust: Establish yourself as a trusted advisor with global decision-makers, aligning Fieldguide's solutions to business needs and strategic objectives. Lead compelling engagements: Deliver executive-level presentations and solution walkthroughs that resonate across diverse stakeholders. Coordinate cross-functionally: Partner with Solutions, Finance, Product, and Marketing teams to deliver globally consistent yet locally relevant customer outcomes. Develop playbooks: Capture learnings and best practices to continuously refine Fieldguide's enterprise and global sales processes. Represent Fieldguide globally: Attend key industry conferences and networking events to strengthen our global presence and open new opportunities. Travel up to 30% expected. Who You Are: 10+ years of sales experience as an Account Executive, with a focus on net new logos and account management with a proven track record exceeding quota and selling complex software solutions to key strategic accounts. Deep understanding of the audit/advisory/assurance firm industry Strong executive presence and experience successfully selling to executives at large enterprise customers. Global strategist: Skilled at orchestrating multi-regional sales efforts, balancing global strategy with local execution. Able to manage complex, multi-threaded, highly technical sales processes involving customer stakeholders from executives to day-to-day product users. Experience independently managing a complete sales cycle from prospecting to negotiation to close and coordinating the movement of multiple AE's Team player who collaborates effectively across internal teams (Solutions, Finance, Product, Marketing, etc.) Motivated by building sales processes in a rapidly changing startup and being part of a team-oriented selling environment. More about Fieldguide: Fieldguide is a values-based company. Our values are: Fearless - Inspire & break down seemingly impossible walls. Fast - Launch fast with excellence, iterate to perfection. Lovable - Deliver happiness & 11 star experiences. Owners - Execute & run the business with ownership. Win-win - Create mutual value & earn trust for life. Inclusive - Scale the best ideas with inclusive teams. Some of our benefits include: Competitive compensation packages with meaningful ownership Flexible PTO 401k Wellness benefits, including a bundle of free therapy sessions Technology & Work from Home reimbursement Flexible work schedules
    $93k-205k yearly est. Auto-Apply 60d+ ago
  • Social Media Manager

    Affinity 4.7company rating

    Remote job

    Affinity is the relationship intelligence CRM trusted by private equity, venture capital, and investment banking professionals to manage their most valuable asset: relationships. Our platform transforms how deal teams source opportunities, manage pipelines, and accelerate deal flow by automatically capturing and organizing relationship data. With our 72-hour implementation and AI-powered insights, we're redefining what's possible in private capital markets. The Role We're seeking a creative social media and video production expert who lives and breathes social platforms and can produce compelling video content at lightning speed. This role combines strategic social media management with hands-on video production to build authentic community engagement and drive awareness in the private capital space. You'll need to understand how VCs and PE professionals consume content across platforms and create fresh, innovative approaches that resonate with this sophisticated audience. This role reports to the Director of Brand. What will I be doing? Social Media Strategy & Execution Develop and execute comprehensive social media strategies across LinkedIn, Twitter/X, Reddit, YouTube, and emerging platforms Build authentic community engagement and thought leadership presence within private capital circles Create platform-specific content strategies that drive awareness, engagement, and qualified traffic Pioneer innovative approaches to reach VCs, PE professionals, and deal teams where they naturally engage online Own Affinity's presence across relevant Reddit communities (r/PrivateEquity, r/venturecapital, r/investing, etc.) Video Production & Content Creation Produce high-quality video content including thought leadership interviews, product demos, customer testimonials, and educational content Execute rapid-turnaround video editing for social media, from initial concept to published content Create engaging short-form video content optimized for LinkedIn, Twitter, YouTube Shorts, and other platforms Develop video content series that establish Affinity executives as industry thought leaders Content Strategy & Creation Collaborate with Product Marketing and Content Marketing to create social-first content that drives engagement Transform complex relationship intelligence concepts into compelling, accessible social media content Create visual content, infographics, and social media graphics that communicate value propositions clearly Develop content calendars that align with industry events, market trends, and business priorities Community Management & Engagement Monitor and respond to comments, messages, and mentions across all social platforms Build relationships with key influencers, industry leaders, and potential customers through authentic engagement Manage crisis communications and handle sensitive conversations with professionalism Foster genuine community discussions that position Affinity as an industry expert Analytics & Performance Management Track and report on key social media metrics including engagement, reach, traffic, and lead generation Use analytics to optimize content strategy and identify high-performing content formats Conduct A/B testing on content formats, posting times, and engagement strategies Provide regular reporting on social media ROI and contribution to marketing objectives How You'll Work Think community-first - build authentic relationships rather than pushing promotional content Move with speed and creativity - produce high-quality video content on tight deadlines Collaborate closely with Content Marketing, Product Marketing, and Sales teams for content alignment Stay culturally aware - understand the nuances of how different platforms and communities operate Focus on quality metrics - prioritize meaningful engagement and qualified traffic over vanity metrics Qualifications Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Experience & Expertise 5-7 years of B2B social media experience with proven track record building engaged communities and driving business results Advanced video production skills including shooting, editing, and post-production using professional tools (Adobe Creative Suite, Final Cut Pro, or similar) Reddit expertise with demonstrated ability to build authentic community presence and engagement B2B SaaS or fintech social media experience preferred, with understanding of longer sales cycles and complex buying decisions Technical Skills Professional video editing proficiency with ability to produce content from concept to completion quickly Social media platform expertise across LinkedIn, Twitter/X, Reddit, YouTube, and emerging platforms Content creation tools including graphic design software, social media management platforms, and analytics tools Understanding of social media advertising and ability to create content that performs well in paid campaigns Creative & Strategic Abilities Exceptional storytelling skills with ability to make complex B2B concepts engaging and accessible Visual design sense for creating compelling graphics, thumbnails, and visual content Trend awareness with finger on the pulse of social media trends and ability to adapt them for B2B audiences Industry & Cultural Knowledge Understanding of private capital markets preferred but not required - willingness to learn VC/PE terminology and culture Platform-specific cultural fluency - especially Reddit's community guidelines, etiquette, and communication styles B2B marketing sensibilities with ability to balance thought leadership with business objectives Community building experience with track record of growing engaged, active communities Personal Qualities Highly creative and innovative with ability to bring fresh ideas specific to reaching VCs and PE professionals Extremely responsive to social media trends and able to capitalize on opportunities quickly Data-driven mindset with commitment to measuring performance and optimizing based on results Strong communication skills with ability to represent Affinity's brand voice authentically across platforms Why This Role Matters You'll be the creative force behind Affinity's social media presence, building authentic relationships within the private capital community while producing compelling video content that establishes our thought leadership. Your work will directly impact how industry professionals discover and perceive Affinity, driving both brand awareness and qualified pipeline. This is a high-impact creative role where your innovative thinking and execution skills will be visible across the industry, helping to shape how B2B SaaS companies approach community building and social engagement in specialized professional markets. Work Location: Remote, San Francisco or New York For those located in San Francisco or New York, for this role we're embracing a hub-hybrid model, designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 2-3 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team. What you'll enjoy at Affinity: We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients. Health Benefits: We cover both you and your dependents' healthcare, dental, and optical insurance premiums and offer flexible personal & sick days to support your well-being. Retirement Planning: We offer a pension plan through SmartPension to help you plan for your future. Learning & Development: We provide an annual education budget and a comprehensive L&D program. Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success. A reasonable estimate of the current range is $79,000.00 - $133,000.00 USD Base. Within the range, individual pay depends on various factors including geographical location and review of experience, knowledge, skills, abilities of the applicant. About Affinity With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed. We use E-Verify Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
    $79k-133k yearly Auto-Apply 60d+ ago
  • Software Engineer

    Parafin

    Remote job

    About Us: At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Position: As a Software Engineer at Parafin, you will play a pivotal role in building, scaling, and maintaining our financial infrastructure. This position offers the opportunity to work across various engineering teams to design and develop robust, secure, and high-performing systems that power our embedded financial products. You will tackle critical technical challenges, mentor fellow engineers, and influence the strategic direction of our technology stack. We are hiring across multiple teams, and candidates will be considered for the team that best aligns with their experience and interests. Teams Hiring: 1. Lending Products You will contribute to the development of our core lending platform and user flows across all Parafin lending products. You will help identify, own, and implement improvements to our infrastructure to support product development and enhance system reliability. You will collaborate with team members and stakeholders across the company to help design and build new products and experiments. 2. Merchant Platform Design and build scalable systems that support our merchant-facing products and services. Develop features that enhance the merchant experience and drive engagement. Collaborate with cross-functional teams to deliver seamless product integrations. 3. Partner Platform Build and optimize APIs that enable seamless embedding of Parafin's financial products into partner platforms. Work closely with external partners to enhance integration capabilities and improve adoption. Develop internal tooling to improve operational efficiency and customer experience. 4. Merchant Decisioning You will work with our Python-based underwriting and application decisioning product and drive its development. You will closely define the architecture and underlying infrastructure all the way from the technologies we use to design principles that we apply. You will work closely with our data scientists to build a platform that is reliable, scalable and easily iterable. You will be integrating ML Infrastructure to the platform to make DS-driven decisioning more powerful and intelligent. 5. Banking Build the modern banking experience for small and medium businesses from the ground up. These included products such as bank accounts, savings accounts, and credit cards, all wrapped into a smooth UI experience with real-time capabilities. Work closely with external partners to enhance integration capabilities and improve adoption while customizing program experience through rewards and AI features. Develop features end-to-end, internal tooling to improve operational efficiency and customer analytics that directly impact the bottom line. What You'll Do Design, build, and maintain scalable and reliable backend systems. Own and drive technical projects from ideation to deployment. Collaborate with cross-functional teams, including Product, Data Science, and Operations. Improve system performance, security, and reliability through continuous optimization. Mentor and guide other engineers, fostering a culture of technical excellence. What We Look For 2+ years of software engineering experience, preferably in fintech or financial services. Strong proficiency in backend development, ideally with Python, Go, or similar languages. Experience with cloud infrastructure (AWS, GCP) and scalable system design. Deep understanding of distributed systems, databases, and API development. Passion for building impactful financial products that empower small businesses. Bachelors Degree in Computer Science (or related field of study) What We Offer: Salary Range: $190k-$225k Equity grant Medical, dental & vision insurance Work from home flexibility Unlimited PTO Commuter benefits Free lunches Paid parental leave 401(k) Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.
    $190k-225k yearly Auto-Apply 60d+ ago
  • Diversified Markets Portfolio Manager

    Farm Credit Services of America 4.7company rating

    Remote job

    We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support. Responsibilities: Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events. Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types. Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments. Requirements: • Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred. • 3-7 years related work experience preferred • Ability to communicate effectively with all levels of the organization • Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association • Ability to travel within the assigned territory and occasional travel across the association • Ability to work independently and as a team member under minimal supervision • Excellent computer skills • Focus on problem solving skills with solutions-driven results • Current awareness of economic developments and production technology affecting agriculture in the region Other Details: AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities. Why AgSouth? When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast. At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family! What can we offer you? • Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering • Corporate incentive plan with spot bonuses for top-notch work • Medical, dental and vision insurance, as well as life and disability insurance • Flexible spending and health savings accounts • Generous 401(k) matching contributions, as well as additional employer contributions • Reimbursement for approved higher education pursuits • A wellness program for employees, which includes resources for a healthier lifestyle • Corporate learning programs for professional development • Other perks, such as employee discounts on select cell phone providers, computers, etc.
    $104k-206k yearly est. Auto-Apply 41d ago
  • Executive Assistant to CEO

    Fieldguide

    Remote job

    About Us: Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and ESG (Environmental, Social, Governance). Put simply, we build software for the people who enable trust between businesses. We're based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more. We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth. As an early stage start-up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide. About the Role: Fieldguide is looking for a highly organized and proactive Executive Assistant to support our CEO. In this role, you will ensure the CEO remains focused on the company's top priorities by managing schedules, streamlining operations, and anticipating needs in a fast-paced environment. You will work closely with the CEO and Executive Leadership Team (ELT), coordinating across key initiatives and handling high-impact responsibilities that contribute to the company's success. This is a unique opportunity to take on a critical support role within a high-growth SaaS startup transforming the audit & advisory space, offering exposure to strategic decision-making and operational execution. What You'll Do: Manage the CEO's time with foresight, ensuring alignment with organizational priorities. Build and maintain relationships with key stakeholders, including board members, investors, and external partners. Partner with the Chief of Staff to ensure seamless planning for ELT events and other operational needs. Coordinate logistics for the CEO's travel to customer and prospect visits, events, and conferences, including booking transportation and stay.. Prioritize and prepare the CEO for meetings, such as preparing materials for customer meetings, board discussions, and speaking engagements. Lead logistics and coordination for ELT meetings and offsites, including scheduling and agenda. Own office management tasks, ensuring an efficient and professional workplace environment. Coordinate company-wide meetings, such as All Hands, including scheduling and logistics. About You: 2-5+ years of experience supporting a CEO or equivalent in a high-growth or fast-paced environment, ideally within technology startups. A master of details who can prioritize and execute multiple projects seamlessly. A proactive and dependable partner, adept at anticipating needs and driving solutions with minimal direction. Exceptional verbal and written communication skills, with the ability to interact effectively with internal and external stakeholders at all levels. Thrives in a rapidly evolving environment, embracing change with flexibility and a solutions-oriented mindset. Proficiency in Google Workspace (Docs, Sheets, Calendar) and collaboration tools such as Slack. More about Fieldguide: Fieldguide is a values-based company. Our values are: Fearless - Inspire & break down seemingly impossible walls. Fast - Launch fast with excellence, iterate to perfection. Lovable - Deliver happiness & 11 star experiences. Owners - Execute & run the business with ownership. Win-win - Create mutual value & earn trust for life. Inclusive - Scale the best ideas with inclusive teams. Some of our benefits include: Competitive compensation packages with meaningful ownership Unlimited PTO 401k Wellness benefits, including a bundle of free therapy sessions Technology & Work from Home reimbursement Flexible work schedules
    $74k-119k yearly est. Auto-Apply 29d ago
  • Associate

    Spring Free Ev

    Remote job

    Industry background The speed of adoption of Electric Vehicles (EVs) is critical to achieve deep decarbonization of the transport sector. The average gasoline vehicle on the road today has a fuel economy of about 22.0 miles per gallon and drives around 11,500 miles per year. Every gallon of gasoline burned creates about 8,887 grams of CO2. Added-up passengers vehicles emit 10% - 15% of total greenhouse gas emissions.The auto finance industry has a massive entrenched ecosystem of loans and leases. Worldwide auto revenues were around $3 Trillion in 2017. EVs are now at a tipping point where the capital cost and total cost of ownership can be lower than gas or diesel powered vehicles.We would love to hear from you if you want to join a team with deep FinTech knowledge and startup experience, including dozens of success stories and four IPOs. Position OverviewSpring Free EV seeks a motivated financial associate and Excel wizard to support rapid growth in Capital Markets and the company. The successful candidate will have a strong foundation in financial analysis and financial modeling and will be comfortable operating independently, as necessary. Specific tasks that would be expected Building and maintaining financial models that will support lease / MPA (mileage purchase agreement) transactions Review and validation of commercial contracts and facilitating contract execution Review and validation of purchasing agreements and facilitating purchase transactions Inputting and analyzing performance data for pricing, residual value analysis, and portfolio management Ad-hoc support of Capital Markets in various FP&A, revenue analysis, and reporting activities There will be opportunities to develop innovative ideas and support new product design, support the design and implementation of internal processes, policies, and tech platforms, and collaborate across the entire organization as it starts to scale. LocationThe company is 100% virtual and is a Delaware corporation. You will need to be authorized to work in the United States and willing to travel when needed to work safely face-to-face with clients, partners, and fellow team members. Equal Opportunity EmployerSpring Free EV is an equal opportunity employer. We are committed to creating a diverse, equitable and inclusive environment in our organization. Every day we strive to accelerate the adoption of clean mobility options for our customers, communities, and planet.Required Experience Demonstrated experience working in a quantitative role (e.g. investment banking, credit, consulting, accounting, auto finance, solar finance) Excellent financial modeling skills with a strong ability to read, assess, and interpret financial statements Strong research skills with the ability to consolidate and summarize complex financial data and ideas, clearly articulate points, and communicate with various internal and external parties Self-starter, intellectually curious, and quickly able to adapt to new processes and tools Technical Skills: Excel! Desired Experience Lease transaction & analysis experience and/or some other form of quantitative experience in auto finance, transportation, and/or mobility Experience or familiarity with car residual value data / data sources (KBB, Manheim, ACV Auctions, etc.) Experience or familiarity with tax and tax-oriented investments / transactions (e.g. solar PPAs, tax equity, etc.) Experience working in a startup or a fast-growing company environment Technical Skills: VBA / Macros
    $48k-100k yearly est. Auto-Apply 60d+ ago
  • Summer Analyst 2026

    Rockbridge 4.1company rating

    Columbus, OH

    Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement. Key Responsibilities: Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments. Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics. Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments. Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages. Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams. Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports. Review and understand various legal document provisions to ensure loan covenant compliance. Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms. Candidate Qualifications: Rising junior, senior, or masters candidate Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity Ability to excel in a fast-paced collaborative environment Excellent interpersonal, organizational, and communication skills Strong analytical ability Attention to detail Flexible and adept at multi-tasking in a deadline-sensitive environment Highly motivated for success Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint Good working knowledge of various financial statements Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential
    $55k-83k yearly est. 60d+ ago
  • Director of Corporate Campaigns

    Worth Rises

    Remote job

    We're looking for a Director of Corporate Campaigns! Worth Rises seeks a dynamic Director of Corporate Campaigns (exempt) to work remotely to lead the national corporate campaign work of the organization. This individual should have experience with corporate finance and capital markets as well as boycott, divestiture, and other corporate tactics. They should be a high-level thinker, strategist, and doer able to navigate a variety of environments skillfully and with integrity. The Director of Corporate Campaigns will report to the Chief Advocacy Officer and collaborate closely with her to develop and execute corporate campaign strategies, which includes building broad coalitions of directly impacted individuals and allies, facilitating and coordinating coalitions, and engaging with stakeholders and decision-makers to drive advocacy efforts. Worth Rises is a non-profit advocacy organization dedicated to dismantling the prison industry and ending the exploitation of those it touches. Partnering with directly impacted people, we work to expose the commercialization of the criminal legal system and advocate and organize to protect the economic resources extracted from affected communities and strip the industry of its power. Through our work, we strive to pave a road toward a safe and just world free of police and prisons. Key Results (Year One) Prevent the prison telecom sector from recovering from its current distressed state and drive the organization's desired outcomes from Securus' debt default. Publish corporate report cards on prison labor and secure at least three corporate endorsements for our federal legislation to end the exception in the 13 th Amendment. Get 100 non-profit and foundation institutions to drop Vanguard as a retirement platform due to its outsized investments in private prisons. Stop corporate involvement in the development of new death penalty protocols and spaces. Major Responsibilities Co-develop and execute the organization's corporate campaign strategy with the Executive Director, Chief Advocacy Officer, Director of Policy Campaigns & Government Affairs, Director of Communications & Marketing. Manage the corporate campaigns team, providing oversight and thought partnership to staff to keep work on track and meet goals. Deepen and expand relationships with partner organizations working at the intersection of criminal and economic injustice on an international, national, state, and local level. Advocate to key decisionmakers, including board members, executives, investors, regulators, and others, to persuade them to take recommended actions. Develop and execute base building strategies with communities directly impacted by incarceration that elevate their voices and center their leadership, analysis, and stories. Be an organizational spokesperson to communities, coalitions, partners, decisionmakers, and media through interviews, hearings, rallies, conferences, and op-eds, persuasively communicating the organization's mission and goals. Work closely with the popular education and communications teams. Track and assess corporate campaign progress and needs and manage internal and external resources. Critical Factors for Success A strong candidate would be a strategic-minded and motivated self-starter who consistently delivers high-quality work, is an excellent project manager, is a proactive and innovative problem-solver, appreciates direct feedback, and has the following: At least five years of experience developing, running, and winning corporate campaigns that includes leading strategic planning, large coalitions, direct actions, and digital advocacy. A baseline understanding of corporate finance and capital markets, including corporate credit ratings, debt structures, private equity, mergers and acquisitions, bankruptcy and restructurings, and passive and active investments. (Candidates with early-career experience in financial services, such as banking or research are especially encouraged to apply.) Very strong oral and written communication skills with professional experience drafting materials for different audiences, including fact sheets, demand letters, petitions, and op-eds. Strong relationships across the divestment and economic justice movements and the demonstrated ability to build trusted working relationships with staff, partners, and community members. Ability to productively engage in and defuse conflicts, as necessary. Working understanding of the prison industry and corporate finance and a strong, demonstrated interest in learning more. Willingness to travel as required. Genuine commitment to our organizational values: act with integrity, focus on impact, deliver excellence, get it done, and operate with intellectual curiosity (visit worthrises.org/jointhefight). Compensation and Benefits The annual salary for the Director of Corporate Campaigns is $135,000. Worth Rises offers a generous compensation package, including comprehensive medical, vision, and dental coverage, 20 days of vacation time, ten days of personal/sick leave, and three days of bereavement leave in addition to 11 holidays and winter break. Employees also receive a generous 401k contribution match, $75 monthly technology stipend, monthly wellness reimbursement, and dedicated budget for professional development. Finally, we offer retention benefits every five years. We currently operate in a remote-first environment with office options and an on-video culture. Worth Rises is an equal opportunity employer, and strongly encourages formerly incarcerated individuals, directly impacted individuals, people of color, members of the disabled community, gender-variant and non-binary individuals, and other members of the LGBTQIA+ community to apply.
    $135k yearly Auto-Apply 60d+ ago
  • Consultant, Risk Management

    Treliant 4.2company rating

    Remote job

    Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges. We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients. Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit ***************** Treliant is committed to fostering a diverse, equitable and inclusive environment that values and embraces all races, religions, ages, abilities, genders, sexual orientations, ethnicities, languages, nationalities, political parties, socioeconomic groups and other characteristics that inform an individual's worldview, experiences and system of beliefs (“the principles”). We believe in championing every voice and ensuring everyone's full potential. Treliant's Risk Management service line is looking for Consultants who will work on client teams with experienced consulting professionals, including recognized industry experts and former bank executives and regulators, to conduct quantitative and qualitative analyses across a range of compliance and risk management consulting projects. Candidates should have demonstrated experience in the financial services industry, particularly knowledge of enterprise risk management best practices, regulatory standards, and expertise in risk management disciplines such as, but not limited to, market risk, credit risk, operational risk, model risk, and third-party risk management. --- Primary Location: Remote Primary Location Salary Range: $75/hr - $150/hr --- Responsibilities Assimilate and manage complex data into actionable reports and summaries in a clear and concise manner. Complete high-quality, high-value, professional deliverables within stringent deadlines. Perform financial, statistical, and data analysis in support of client service teams. Maintain flexibility with respect to assigned tasks due to changing deadlines, deliverables, and priorities. Prepare client presentations and marketing materials. Relate effectively with clients at all levels, both internally and externally. Consistently seek out opportunities that facilitate professional development and challenge one's comfort zone. Qualifications 5 to 8 years of experience at a financial services institution, banking, or insurance. Consulting experience is a plus. Strong academic background with a bachelor's degree in Finance, Business, Economics, or equivalent work experience in the financial industry clearly demonstrating robust analytical skills. Advanced knowledge of Excel, Word, and PowerPoint is required, including the ability to turn data sets into analyses and financial models. Ability to work successfully in a team environment in a matrixed organization. Aptitude to manage multiple concurrent projects with strong attention to detail. Strong written and verbal communication skills. Ability to travel based on client requests/commitments. Benefits Treliant offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefit package that reflects our commitment to creating a diverse and supportive workplace. In addition to a competitive base salary, candidate is eligible for incentive pay as well as a full range of health benefits, vacation plan, and 401k plan. If you want to be part of a dynamic team of professionals, we invite you to join the team at Treliant. We invest in people, and challenge you to advance your career while achieving your aspirations and goals. Here at Treliant, we pride ourselves on our collaborative team culture, where we embrace diversity of thought and innovation. If you strive for excellence and seek an inclusive environment apply on line **************** and follow us on LinkedIn. Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office so that proper arrangements can be made.
    $80k-110k yearly est. Auto-Apply 30d ago
  • Manager, Treasury

    Chomps

    Remote job

    Who We Are We're Chomps, the fastest-growing snack brand in the U.S. and we're reimagining snacking. Our meat snacks are made using high-quality proteins, no sugar, and real ingredients - because we believe snacking should be simple, delicious, and convenient. Chomps can be found in over 30,000 stores nationwide with a strong e-commerce presence. Our mission is to inspire, educate, and fuel our community with accessible, real food that doesn't compromise on taste. Traits of a Chompian If you've been called scrappy, resourceful, and persistent, then you might just be a Chompian. You're a team player who's self-motivated and action-oriented. You're committed to delivering efficiency and accuracy, and you happen to be great at proactive cross-functional communication. You're a critical thinker and a natural problem solver who enjoys details, research, and data. You take initiative and complete ownership of everything you do, and you'll go the extra mile for your team, consumers, and audience. You're hungry to learn with a passion to grow and improve every day. You also take a keen interest in health, fitness, and nutrition. Sound like you? Then we want to meat you. What You Will Do The Treasury Manager's primary responsibilities will be to own cash flow forecasting, liquidity planning, long-range cash strategy, maintaining and enhancing debt facilities, deliver financial reporting, support company-wide budgeting and planning processes, and provide high-quality analysis and insights to the Chomps organization. As the Treasury Manager, you will be responsible for working directly with leadership to develop and enhance the treasury function, with a focus on developing treasury policies and long-term treasury strategies at Chomps. You will ensure alignment of Chomps' financial and strategic results with the highest-level goals and objectives of our business, applying an understanding of the key business drivers that inform decisions and impact. You will be responsible for delivering high-quality analysis and reporting meaningful insights that enable data-informed decisions across the organization. Responsibilities Cash Strategy & Forecasting Develop and own the company's long-range cash flow projections and three-statement long-range plan Lead monthly and quarterly scenario analyses to inform S&OP decisions Approve and refine assumptions used in forecasting models to enhance forecast accuracy Debt & Financing Structure and negotiate new debt facilities, term loans, and credit lines Monitor and ensure compliance with debt covenants; escalate potential breaches Oversee capex and equipment financing transactions from term sheet to closing Treasury Policies & Modeling Design, document, and enforce treasury policies (e.g., investment, liquidity, FX risk) Build and validate financial models for hedging strategies and capital markets plans Stakeholder Engagement & Communication Present treasury strategy, cash outlook, and financing updates to senior leadership Provide investment opportunity recommendations through analysis that is based on profitability and liquidity impact Cultivate and manage relationships with banks, rating agencies, and external advisors Compliance & Risk Management Implement risk frameworks (interest hedging) Advise on regulatory changes impacting liquidity and funding Team Leadership & Process Improvement Define and track departmental KPIs and audit controls Manage and mentor direct reports, fostering growth and skill development Work with Finance leadership to align team capabilities with evolving business needs, identify support gaps Ad Hoc Cross Functional Analysis and Support Support analysis for ad hoc project-based efforts Support the treasury function as the bank account administrator Escalate insights and questions on potential value-creation initiatives through analysis Accepts responsibility for the organizational goals by taking ownership of new and different duties and identifying new opportunities within the finance department. Who You Are Bachelor's degree in Finance, Accounting, Economics, or a related field required 5+ years of relevant experience in Treasury, Investment Banking, Consulting, or other related quantitative field Advanced in Excel, with strong analytical skills and proficiency in financial modeling Familiarity with NetSuite, BI, CRM, and financial planning applications is a plus Exceptional judgment and maturity, including an ability to escalate and ask for help when necessary Outstanding communication (both verbal and written) and relationship management skills Results-focused, team-oriented, and strong work ethic CPG or Food & Bev experience, not required Knowledge of Microsoft Office suite, particularly Excel and PowerPoint Passion for health and/or natural foods industry preferred Ability to be entrepreneurial and methodical Results-oriented and process-driven, with high expectations of self and team Collaborative mindset with strength in effectively receiving and communicating feedback Position: Manager, Treasury Reports to: Director, FP&A Location: Remote Type: Full-Time, exempt Salary Range Opportunity: The salary range for this role is $115,000 - $125,000 + 20% annual bonus Compensation Philosophy & Total Comp: Our salary ranges are based on verified market data and our philosophy of paying competitively for our size and industry Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, and balancing internal equity relative to peers at the company In addition to base salary, full-time team members receive medical, dental, and vision insurance, 401K 6% match, and monthly reimbursements for wellness and home office. Other Perks: Ability to make an impact: Join a rapidly growing and entrepreneurial-spirited team at a pivotal point to positively impact the food industry. Opportunities to grow: Advance within Chomps quickly based on outstanding performance. Unlimited PTO and 11+ paid holiday days. Hybrid & flexible remote schedule. Chicago office open to those in the area. Paid maternity and paternity leave. Bi-annual total team in-person activities. Company-wide Continual Education budget. Unlimited snacks: Enough meat sticks that if you wanted to eat your body weight in them you could (no judgment here). Our Commitment Chomps is committed to a diverse and inclusive workforce. To achieve our mission of making nutritious food more accessible we greatly benefit from a range of perspectives, which comes from diversity of all types, at all levels of the organization. Achieving true diversity and inclusion is the right thing to do and the smart thing for our business. We're aware of the research showing that historically underrepresented groups are less likely to apply for a job if they don't believe that they meet all of the criteria. Do you hesitate to submit an application because you believe you need to check every box? Please apply anyway with a thoughtful cover letter! We would love to hear from you to discuss how you can help us build a great team at Chomps. You must reside in the United States to be considered for this position. Chomps does not provide employment-based visa sponsorship at this time. Candidates must be authorized to work in the U.S. without the need for visa sponsorship now or in the future. Important Notice: It has come to our attention that fraudsters have been posing as Chomps employees or recruiters and contacting job-seeking candidates regarding potential job opportunities. These fraudulent messages sometimes include a request for payment and confidential personal information. Please note that the Chomps recruiting process does not include asking candidates for payments or other confidential financial information.If you are applying for a job, you can confirm the legitimacy of a job posting by viewing current open roles: **************************************** If you have questions please email us at *****************
    $115k-125k yearly Auto-Apply 8d ago
  • Quantitative Analyst II

    Affirm 4.7company rating

    Remote job

    Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. What You'll Do: Developing and enhancing capital structuring and quantitative finance models used for pricing, tailored to Affirm's consumer loan portfolio to enable efficient deal execution; Building quantitative models to track portfolio risk metrics to strengthen risk management protocols and optimize asset utilization strategies; Analyzing large-scale financial data and providing insights on capital markets deals for cross-functional teams to drive optimal and efficient capital market strategies; Evaluating and performing in-depth analysis to inform funding, product, and business decisions with cross-functional teams such as Capital Markets, Treasury, Merchant Pricing, Credit, Commercial, Product and Engineering teams; and Structuring Asset-Backed Security (ABS) transactions, forecasting consumer loan performance, and building quantitative models using advanced statistical and mathematical techniques, leveraging programming languages like Python and SQL, as well as industry-standard tools including Intex and Bloomberg. May telecommute. What we look for: Master's degree (or foreign equivalent) in Mathematical Finance, Mathematics or related field & 2 years of experience in the following: SQL and Python for in-depth analysis of large-scale datasets; Intex and Bloomberg to price fix income products, including Loan and Asset-Backed securities; Conducting quantitative analysis for financial asset and derivative pricing within the Fixed Income sector, applying advanced statistical and mathematical techniques; Financial risk management; and Stochastic Calculus, Fixed Income, Derivative Pricing, Statistics and Machine Learning, with a strong understanding of financial markets. Base Pay Grade - K Equity Grade - 6 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA base pay range (CA, WA, NY, NJ, CT) per year: $140,000 - $190,000 USA base pay range (all other U.S. states) per year: $124,000 - $174,000 #LI-DNI Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We're extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount We believe It's On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.
    $140k-190k yearly Auto-Apply 1d ago
  • Consultant - Director of Operations (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: Arootah is searching for experienced Directors of Operations to consult to our client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience managing and overseeing the daily Operations of a leading Alternative Asset Firm or Family Office. What You'll Do Best practice reviews. Developing realistic and effective action plans. Breaking apart goals into actionable steps. Advising on vendor selection and oversight. Creating and implementing policies, procedures, and control measures. Evaluating each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Special projects or other areas of need. Lead all aspects of the day-to-day management and oversight of managing the Operations team and overseeing the full life cycle of a trade including proper accounting, recordkeeping, trade settlement, and problem resolution. Hire, manage, mentor, conduct performance reviews and make compensation recommendations for assigned staff, helping to develop staff on industry knowledge, general business skills, and professional growth. Define individual performance objectives and development plans and ensure alignment with project and unit objectives. Focus on improvements in execution that result in scalable, efficient processes while shifting the operational focus to value functions and analytics. Responsible for the operations control environment and provide recommendations to senior management focused on reducing operational risk. Stay up to date on changing technology and investing environment within company in order to help set team objectives, plan for appropriate resources, and help execute strategic initiatives. Lead all aspects of attestation and audit processes for respective operations group, ensuring that internal controls are working appropriately, tested as required, and issues are remediated timely. Ensure that all company policies and procedures are carried out consistently, are in compliance with local, state, and federal securities laws and regulations, and that any incidents are dealt with in a timely manner. Act as the subject matter expert on fund accounting and performance, as well as associated systems, policies, processes, and procedures. Oversee the daily/monthly/quarterly sign-off of various reconciliations to third parties including administrators and prime brokers. Assist the COO in managing vendor and service provider relationships, including auditors, tax preparers, legal counsel, regulators, and effectively communicate and elevate issues as needed. Qualifications A Bachelor's Degree in Economics, Finance, Mathematics, Accounting, Computer Science, or a related field with a strong academic record. MBA, M.S. in Operations, or advanced degree is a plus. 10+ years of specific experience as a Director of Operations at a Alternatives Asset Firm or Family Office. Strong knowledge of multiple asset classes, security types, financial instruments, investment strategies, and capital markets, including a detailed understanding of capital markets and how products trade, settle and are invested. Extensive knowledge of the investment management industry and related technology including fund accounting software, market data tools, performance and attribution applications and settlement/reconciliation programs. Excellent problem solving, analytical, team and time management skills managing multiple deadlines for self and others. Attention to detail and capable of taking initiative. Dedicated team player with an entrepreneurial predisposition and strong interpersonal skills to effectively work across all levels of the firm. 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.
    $85k-143k yearly est. Auto-Apply 60d+ ago
  • Foreign Exchange Associate

    City National Bank 4.9company rating

    Remote job

    WHAT IS THE OPPORTUNITY? The FX Associate plays a critical role in supporting all functions to drive success and growth of the Foreign Exchange (FX) Sales Desk. This role's primary function is to support Senior FX Advisors' efforts to manage portfolio clients, identify new opportunities and structure and execute trades. The FX Associate will also interface independently with internal and external clients to identify, pitch and close FX opportunities. Key responsibilities include client and prospect management, market and client research, data mining, report and presentation generation, and ad hoc projects. This role is expected to work collaboratively with cross-functional teams to ensure seamless delivery and end to end ownership of FX solutions. WHAT WILL YOU DO? * Provide support to Senior FX Advisors and Relationship Managers by identifying and delivering foreign exchange solutions and services to bank clients and prospects * Proactively conduct data analysis, generate hedging solution ideas, and assist in all required tasks for business development for a seamless experience while maintaining end-to-end product ownership * Quoting spot trades and conducting day-to-day trade execution and booking * Develop relationships and collaborate effectively with cross-functional teams including trading, operations, compliance, and risk to ensure successful execution of transactions and regulatory adherence * Track and analyze key sales performance and other important metrics to help meet team goals * Stay informed on and be able to communicate key economic and geopolitical developments as they pertain to market sentiment and trends * Ad hoc special projects as requested by FX and Capital Markets senior leadership * Proactively identifying opportunities to enhance, streamline and automate processes * Ensure compliance with internal policies, industry regulations, and risk management frameworks while maintaining operational excellence * Maintain current knowledge of all bank products and services, analyze customer needs and cross-sells products to fit those needs * Possess exceptional organizational skills and attention to details with the ability to handle multiple tasks simultaneously WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 year banking or financial services industry experience (preferably in Capital Markets) * Minimum 3 year financial analysis experience *Additional Qualifications* * Utilizes a higher degree of independence than an Analyst * Proficiency in Bloomberg, Microsoft Excel, Word, and PowerPoint * In depth understanding of financial markets, FX markets and fundamental FX products * Ability to work both independently and collaboratively as part of a dynamic, hands-on team * Ability to work and learn in a fast-paced environment while maintaining integrity, accountability, accuracy and attention to detail * Strong time management and multi-tasking skills with the ability to prioritize effectively to balance daily tasks * Excellent written and verbal communication skills that translate into presenting complex concepts in an easy to understand format for audiences with varying levels of product knowledge *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $87k-139k yearly 60d+ ago
  • Manager Corporate Strategy and Development

    Paylocity 4.3company rating

    Remote job

    Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. When you feel like you belong, work is no longer work - it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we're doing just that. Join us as we change the future and transform your career! There are jobs and then there are careers . Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career! Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Position Overview Reporting to a Director of Corporate Strategy & Development, the Manager, Corporate Strategy & Development will be a key leader driving various workstreams related to strategy, M&A, capital markets, special projects/growth initiatives and business development in alignment with the Board, CEO/CFO, and the executive team. The position will have direct interaction with the CEO, CFO, and other senior executives throughout the company. Primary Responsibilities The below represents the primary duties of the position; others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work with the Directors and VP of Corporate Strategy & Development, in partnership with the executive team and cross-functional partners, to develop/refine strategic plans and drive execution of strategic initiatives Lead research and analysis of key strategic markets to understand and articulate market trends, competitive landscape and areas of opportunity Develop build/buy/partner analyses and business cases for growth opportunities, partnering across cross-functional teams Build financial models and pro-forma views of acquisition opportunities in partnership with the FP&A team Present analyses and recommendations to the executive team in a clear, concise, and professional manner Drive execution in all phases of M&A processes and capital markets transactions (i.e., pre-deal thesis creation and analyses, due diligence coordination and execution, integration planning and post-close integration) Partner with the Directors and VP of Corporate Strategy & Development to lead and drive key strategic partner/vendor discussions Lead and mentor senior analyst(s) Education and Experience Required Bachelor's degree: Finance, Accounting, or Economics preferred; MBA valued 5+ years of experience in investment banking, private equity, venture capital, corporate development, consulting, strategy or transaction services, preferably in the software / tech sector 3+ years direct people management experience preferred Successful and demonstrable track record quarterbacking M&A transaction execution; ideally for software / tech companies Demonstrated strong project planning, deal ownership and cross-functional team management and coordination skills Experience preparing and delivering industry/company, strategy, financial, and operational presentations for the board and executive level Financial modelling experience building operational models, acquisition models, and pro-forma financials, etc. plus strong understanding of financial markets and valuation Advanced knowledge of MS office, especially Excel and PowerPoint Driven, results-oriented mindset; history of perseverance and passion for achieving goals Strong work ethic; accustomed to delivering results in a fast-paced environment in a structured and organized manner Superior written / verbal communication skills, and quantitative and analytical skills Preferred Exposure to public equity or debt capital markets Software or tech transaction experience Experience with technology and software industry is valued; interest and ability to understand technical and financial concepts quickly Physical requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $108,000- $150,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via ************************** Requirements:
    $108k-150k yearly 5d ago

Learn more about Capital Markets jobs

Jobs that use Capital Markets