The Strategy and Operations Lead will oversee forecasting, account strategy, goaling, and strategic initiatives for the Customer and Compliance Operations departments. This role involves planning operational targets, maintaining the annual plan, optimizing team performance, and driving continuous improvement on strategic projects.

As an Analyst at Tegus, you will source and engage with industry experts to support our clients in making informed investment decisions. Responsibilities include contacting decision-makers, managing multiple projects, and exceeding performance metrics while providing insights to investors.

The Financial Associate I role involves analyzing and collecting company-reported data, recapturing financial data into models, applying labels and annotations, assisting in creating datasets and reports, and supporting the Equity Research Team with projects. Ideal for recent graduates, it offers exposure to accounting, capital markets, and financial modeling.