Top Tech Jobs & Startup Jobs

Provide administrative and logistical support to the General Counsel, Board of Directors, and executive leadership: coordinate meetings, prepare board materials, track initiatives and deadlines, manage vendor contracts and corporate records, assist with filings (Section 16, state filings), support sustainability reporting, and handle travel arrangements and expense reporting.

Manage CRM administration, user access, account records, data quality, system integrations, and team operations for the equities business. Support reporting, dashboards, platform issue resolution, compliance documentation, account meeting logistics, broker vote reconciliation, marketing materials, organizational charts, and website content. Coordinate with Research, Sales, Trading, Compliance, Business Continuity, and Technology stakeholders while handling high-volume recurring processes and identifying workflow and data-quality improvements.

Lead a multi-year finance transformation partnering with the CFO to redesign operating models, stand up transformation management, drive AI and analytics adoption, coordinate cross-functional execution, define value metrics, deliver early wins, and communicate progress to executive and board stakeholders.

Support senior analyst with company and industry research, build financial models and valuation analyses, write reports and investment recommendations, engage with management and institutional investors, and attend company visits and industry conferences. Market team research to sales and investors as expertise grows.

Provide legal support to investment banking and capital markets: draft, review and negotiate engagement letters, NDAs and transaction documents; advise on securities and M&A matters; monitor regulatory changes; participate in firm committees; manage outside counsel and assist with ancillary litigation and special projects.

Support senior analyst with company and industry research, build financial models and valuations, write reports and investment recommendations, meet with management, attend conferences and roadshows, and market research to sales and institutional investors.