Top Tech Jobs & Startup Jobs

Conducts industry research, builds financial models, analyzes company projections and transactions, drafts offering memorandums and client presentations, and supports financing and merger transactions. Requires strong finance, accounting, analytical, communication, organizational, and time-management skills, along with proficiency in Microsoft Office. The role involves up to 10% local, regional, or national travel.

Investment Banking Associate managing M&A, debt, equity, and restructuring transactions from origination through execution. Acts as project manager on deal teams, oversees analyst deliverables, supports client requests, manages transaction processes, and mentors junior staff. Requires strong financial analysis, accounting knowledge, communication, prioritization, and client relationship skills, along with a finance-related bachelor’s degree, investment banking experience, and FINRA securities licenses.

Supervises review and approval of annuity and insurance transactions for suitability, documentation accuracy, regulatory compliance, and adherence to firm policies. Resolves transaction issues, trains trade review staff, advises financial advisors and sales assistants, coordinates with compliance, licensing, registration, and operations teams, and supports escalated supervisory decisions. Requires extensive knowledge of annuity products, brokerage products, FINRA and insurance regulations, tax rules, and retirement plans.

Designs, develops, and maintains scalable AWS data pipelines and infrastructure. Responsibilities include data ingestion, ETL transformation, storage, orchestration, monitoring, optimization, troubleshooting, data quality, governance, security, and privacy. The role partners with stakeholders to develop data solutions and supports reliable, accessible data for decision-making.

Develop and manage comprehensive financial, investment, tax, and estate-planning strategies for high-net-worth individuals and families. Analyze financial data, model future scenarios, evaluate investments, advise on wealth preservation, and coordinate with internal and external professionals. Build client relationships, monitor plans, and provide informed recommendations based on market trends and regulations.

Manages relationships with larger wealth management clients, develops deep knowledge of their portfolios, conducts performance reviews, coordinates enrollment meetings, evaluates client needs, researches inquiries, recommends investment strategies, and identifies client development opportunities. Requires extensive financial services experience and FINRA securities licenses.

Develop and maintain full-stack applications across design, integration, testing, deployment, and maintenance. Mentor developers, conduct code reviews, establish development standards, and build accessible front-end components. Design event-driven microservices, cloud infrastructure, CI/CD pipelines, serverless and containerized applications, and scalable data or AI/ML pipelines using AWS technologies. Collaborate across teams, troubleshoot complex issues, and support architecture-driven solutions in a financial services environment.

Supports debt capital markets transaction origination and execution for financial institution clients. Responsibilities include market monitoring, pricing, credit and rates analysis, financial modeling, valuation, capital structuring, regulatory capital analysis, investor feedback, refinancing analysis, and rating agency support. The role requires strong quantitative skills, fixed income and credit market knowledge, proficiency in Microsoft Office, communication skills, and the ability to manage multiple deadlines.

Develops advanced financial plans for high-net-worth clients, including estate and wealth transfer strategies, liquidity-event modeling, tax mitigation, retirement planning, risk management, and life insurance solutions. Collaborates with attorneys, CPAs, and investment bankers while supporting complex founder liquidity initiatives and monitoring clients’ long-term financial progress.