Teams at Frec Markets, Inc.

Manage thousands of customized equity portfolios, monitoring performance, risk, exposures, cash, tracking error, and compliance. Improve portfolio construction, attribution, tax-aware implementation, and automated monitoring. Partner with engineering and product teams to build AI-driven portfolio analysis and customer guidance, evaluate AI outputs, and establish oversight boundaries. Communicate investment decisions to customers, particularly around concentrated stocks, tax efficiency, and tracking risk.

Build and maintain frontend interfaces for a fintech product, collaborate across product/design/ops, own full-stack features end-to-end, design APIs and testing, and iterate on product to improve user financial tools.

Own and close a pipeline of inbound leads: run full sales cycle, host multiple daily product demos, perform portfolio analyses to demonstrate value, track metrics and improve processes, and collaborate with Customer Success and Operations to support upsell and retention.