About Daloopa, Inc.
Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.
Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.
Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.
Daloopa was named one of Fast Company's Most Innovative Companies in 2026!
Why Daloopa?
- Competitive pay + performance incentives
- Equity in a fast-growing FinTech
- Hybrid work schedule (3 days in-office)
- Career growth and mentorship opportunities
- A vibrant, collaborative culture
- Full benefits package
About the Role
Location: New York City (Hybrid). In-office at least three days per week (Tues, Wed, & Thurs)
Compensation: $202,500 - $222,000 OTE (this includes base + variable) + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)
In this role, you'll be the technical backbone of Daloopa's sales team, partnering with Account Executives to win large deals across both buy-side and sell-side institutions. Your mission? Translate complex data and workflow requirements from equity research, investment banking, portfolio management, and data/technology leaders into compelling technical solutions. You'll lead technical discovery, design and deliver tailored product demos, and work hand-in-hand with prospects' infosec, data, and engineering teams to prove out integrations and close deals.
What You’ll Do
- Work closely with Sales Account Executives to provide product demonstrations and share areas of value being received by Daloopa’s customers through storytelling, such as during earnings season, initiating coverage on a new company, and/or doing industry analysis.
- Work closely with Sales Account Executives and prospective customers to ensure that product trials have been completed including success criteria addressed.
- Work closely with Product and Engineering to share customer feedback and identify areas of product enhancements and/or expansion for additional revenue impact.
- Collaborate with Product and Customer Success to understand adoption patterns by customer persona as a means of iterating on where Daloopa’s customers are finding value during our product demonstrations.
- Identify technologies to leverage to convey customer value faster and increase deal velocity within the Sales Team.
Who You Are
- You have 3-5 years of experience and an advanced understanding of fundamental financial modeling either from an Equity Research and/or Buyside analyst perspective.
- Extensive knowledge and experience working with Microsoft Excel required.
- Ability to understand and create LLM workflows that help drive efficiencies to Daloopa's buy-side and sell-side clients
- Experience working with and/or understanding APIs preferred.
- Ability to collaborate with Account Executives on customer proposals required.
Success Looks Like
- You become the technical trusted advisor prospects turn to, translating complex requirements into solutions that win deals across buy-side and sell-side institutions.
- You shape Daloopa's go-to-market motion—your discovery insights, demo feedback, and technical wins directly influence product, integrations, and packaging.
Apply
If you're an analyst who wants something a bit different - you want to continue to speak the language, stay up to date on modeling trends, can answer nitty gritty questions, and enjoy talking to people, we want to hear from you. Apply if want to teach other analysts better ways, can hold a room, and maybe want to get a full night's sleep!
Skills Required
- 3-5 years of experience with advanced fundamental financial modeling (Equity Research or Buyside)
- Extensive knowledge and experience with Microsoft Excel
- Ability to understand and create LLM workflows to drive client efficiencies
- Experience working with and/or understanding APIs
- Ability to collaborate with Account Executives on customer proposals
- Hybrid work in New York City, in-office at least three days per week
What We Do
Use the most complete and accurate set of public company historicals to build and update your models in your preferred method and format with Daloopa. Key data is added to your models instantly. Faster data powers faster and better insights. Are you ready to gain your edge with Daloopa? Get in touch at [email protected].
