Top Tech Jobs & Startup Jobs

Conduct deep fundamental research on U.S. small- and mid-cap companies, generate investment ideas, analyze financial statements and valuation, prepare research reports and memos, present findings to portfolio managers, engage with company contacts and industry experts, and support portfolio monitoring and special projects.

The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.

The Lead Advisor will collaborate with the Managing Director to manage client relationships and provide personalized financial planning, investment advisory, and wealth management to high-net-worth clients.

The Senior Digital Marketing Specialist leads digital marketing strategies, optimizing campaigns and content while ensuring compliance and enhancing client engagement for a financial services firm.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

The International Research Analyst will conduct industry analysis, assess competitive advantages, perform financial analysis, and make investment recommendations.

The Lead Advisor will develop client relationships, provide investment and financial planning, and support business development activities in the Pacific Northwest region.

The Corporate Strategy & Support Analyst prepares Board materials and conducts research and analysis to support corporate initiatives, enhancing skills through collaboration and coaching.

The role engages financial advisors in offshore markets to promote products, maintain relationships, and conduct investment analysis while documenting interactions in CRM systems.

The Compliance Analyst supports compliance processes, monitors client accounts, reviews marketing materials, and assists with regulatory compliance and internal controls.