About Titan
Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.
Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.
At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.
We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.
Why Join Titan
For the right person, this will be one of the most rewarding roles they ever have.
Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It’s not B2B automation. It’s a “before & after” moment in money.
The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.
Outsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.
Built in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You’ll see our founders working in the trenches with the team everyday.
Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.
World-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.
Role Overview
As an Equity Investment Analyst, you'll be able to play a decision-making role early on in your career in one or more of Titan's equity-based investment strategies. Your responsibilities will range from idea generation to investment research to financial modeling and proposing investment recommendations to the Chief Investment Officer, and team.
Currently, Titan offers three strategies to clients: Flagship (U.S. large cap equity), Opportunities (U.S. small/mid cap equity) and Offshore (International equity). We plan to offer several more high-performance equity strategies to further improve clients' risk-adjusted returns and asset allocations.
Please be ready to discuss multiple investment ideas that can help us illuminate your views regarding company quality, competitive position, and important financial metrics. Ideas should be your own. Also be prepared to discuss your prior firm's investment process and your role therein, where you added the most value, and some of the most compelling insights you have regarding a successful investment process.
What You'll Do
Conduct fundamental primary research involving business/industry breakdowns, expert calls (customers, suppliers, competitors), and more
Build financial and operating models for new and existing portfolio holdings (income statement, balance sheet, cash flow statement, KPI build, summary financials & valuation math)
Propose portfolio construction (e.g., holdings, weightings, sizing up/down) rooted in rigorous quantitative and fundamental research
Monitor daily events, news flow, competitive dynamics, risk metrics (e.g., beta, factor exposures, asset allocation tilts) across investment strategies
Create and contribute to investment communications, including quarterly and annual letters, trade updates, and other written materials for client distribution
Qualifications
3+ years of investment experience in experience in public, private equity, and/or other relevant work experience
Demonstrated track record of prolific investment idea generation, creative research, and rigorous quantitative and fundamental analysis
Demonstrated understanding and awareness of public market investing and key value drivers
Strong financial modeling, valuation, and accounting skills
Intellectual curiosity, high integrity, and a passion for investing
Proficiency with financial analysis tools (e.g., Sentieo, Koyfin, Bloomberg)
Exceptional written and communication skills with acute attention to detail
Passion for simplifying / demystifying complex topics and situations for consumers / retail investors
Bachelors degree in Economics / Finance or similar discipline
Skills Required
- 3+ years of investment experience in public, private equity, and/or other relevant work experience
- Demonstrated track record of prolific investment idea generation, creative research, and rigorous quantitative and fundamental analysis
- Demonstrated understanding and awareness of public market investing and key value drivers
- Strong financial modeling, valuation, and accounting skills
- Proficiency with financial analysis tools (e.g., Sentieo, Koyfin, Bloomberg)
What We Do
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future. We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to. By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management. The vision? To build the last wealth platform this generation will ever need. We're selective with who we choose to bring onto the team. If you're not just dreaming of the future, but actively creating it, you belong with us. We'd love to meet you. Disclosures: Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC and Apex Clearing Corporation, both SEC-registered broker-dealers. The description of Titan as ‘the Amex of Wealth Management’ is an opinion expressed independently by clients in September 2024, referring to our membership benefits. The clients were not paid by Titan. The statement does not imply any official endorsement or affiliation, nor is it representative of all client opinions. All statements are for informational purposes only. All investing involves risk. Not investing advice, no guarantee of future results. See disclosures at titan.com/disclosures.
