About Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
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.
