About Wokelo:
Wokelo is a Gen-AI powered investment research platform. It automates complex research and analysis tasks, traditionally performed by humans. Wokelo is leveraged by leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms.
Our proprietary agentic technology and state-of-the-art LLMs deliver rich insights and high-fidelity analysis in a matter of minutes, transforming how financial decisions are made. We are headquartered in Seattle with a global team, supported by renowned venture funds and industry leaders who share our vision.
About the Role:
We are seeking a highly skilled strategy & operations professional to join our team. As part of the Founder's office you’ll be responsible for setting up and scaling different business functions. Working with the co-founders on go-to-market, enterprise sales, product strategy, customer experience, investor relations, analytics, and more.
Responsibilities:
Product strategy: Engage with customers through workshops to gather feedback and perform market research to inform product roadmap
Go-to-market and growth: Setup marketing stack, undertake initiatives to increase top-of-the-funnel leads, activate new channels and partnerships
Enterprise solution design: Conduct demos, develop customized solutions, create proposals/collateral, play an account manager role for marquee clients
Cross functional collaboration: Collect and relay client feedback to sales, customer success, legal, tech teams as well as contractors for product and process improvements
Business operations: Support co-founders in reporting KPIs and analytics, managing investor relations, sales enablement, process automation, and hiring
Who You Are:
3+ years of post MBA experience in PE/Investment banking firms such as Goldman Sachs, JP Morgan, Blackrock, KKR, Apollo, Carlyle etc.
Background in business research, consulting or investment banking
Exceptional problem-solving abilities with keen attention to detail
Strong analytical mindset, adept at turning data into actionable insights
Hands-on, execution oriented and comfortable working with ambiguity
Strong presentation skills with experience providing technical guidance to customers
Outstanding verbal and written communication, ability to build strong relationships
Why you’ll want to work here:
Experience as a founding member of a Gen-AI startup team with exceptional traction with the world's largest investment banks, private equity firms and consulting firms demonstrating a strong product-market fit.
Our platform is incredibly powerful and we push the limits to what can be achieved using AI. We challenge ourselves with problems that haven’t been solved and which don’t have any existing playbook.
Our company is lean but well-funded, you’ll join at a time where you can impact and shape the company and function.
Benefits include:
Great compensation and equity packages
Full range insurance benefits
Flexible vacation policy
Bi-annual off-sites
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What We Do
Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large language model (LLM) based-agents, Wokelo automates and streamlines the curation, synthesis, and triangulation of data, delivering client-ready outputs. Wokelo works with leading private equity funds, investment banks, consulting firms, and corporates to make data-driven decisions.
