Top Tech Jobs & Startup Jobs

Conduct fundamental research on U.S. small- and mid-cap companies, evaluate business quality and competitive advantages, analyze financial statements and valuations, generate investment ideas, and prepare research reports and recommendations. Present findings to portfolio managers, monitor holdings, engage with company and industry contacts, attend conferences, and collaborate with analysts on portfolio decisions and investment strategy.

Partners with business development leaders to acquire and manage high-net-worth clients. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, portfolio reviews, asset allocation recommendations, and proactive client communication. Supports referral-based business development through prospect meetings and custodian-sponsored events while delivering personalized wealth management services.

Partners with the Business Development Officer to develop and manage high-net-worth client relationships. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, asset allocation recommendations, portfolio reviews, and proactive client communication. Supports new business development through prospect meetings and custodian-sponsored events while delivering a personalized client experience.

Maintains and validates GIPS composites, supports annual GIPS verification, and produces daily through quarterly performance reports and analyses. Handles client reporting, custom analytics, performance and risk statistics, portfolio characteristics, attribution, and RFP/RFI data requests. The role documents procedures, improves reporting processes, supports special initiatives, and collaborates across the performance analytics and reporting team.

Owns the end-to-end production of investment collateral, coordinating Investments, Marketing, Compliance, and external vendors. Leads quarterly production cycles, manages timelines, approvals, version control, workflows, and delivery quality. Identifies risks and bottlenecks, improves processes, and introduces scalable tools, templates, automation, and standards. This individual contributor role requires strong project management, stakeholder communication, regulatory content review experience, and familiarity with investment materials.

Lead advanced financial planning and tax strategies for ultra-high-net-worth clients. Develop trust, estate, charitable, wealth-transfer, liquidity, equity compensation, and business-exit strategies; partner with advisors, clients, CPAs, and attorneys; review team deliverables; identify tax-alpha opportunities; and support business development.

Partners with a Business Development Officer to develop and manage high-net-worth client relationships. Responsibilities include supporting business development, preparing investment proposals, providing financial planning and wealth management advice, recommending asset allocations and investment solutions, conducting portfolio reviews, and maintaining proactive client communication. The role uses eMoney, Salesforce, and Microsoft platforms and requires approximately 50% travel.