Client Investment Research Associate jobs in New York City – Browse 565 openings on RoboApply Jobs

Client Investment Research Associate jobs in New York City

Open roles matching “Client Investment Research Associate” with location signals for New York City. 565 active listings on RoboApply Jobs.

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Bridgewater Associates logoBridgewater Associates logo
Full-time|$130K/yr - $260K/yr|On-site|New York City

About Bridgewater AssociatesBridgewater Associates is a leading asset management firm dedicated to providing unparalleled insights and collaboration for sophisticated institutional investors globally.Our investment methodology is characterized by an unwavering commitment to understanding the complexities of global markets and economies, leveraging advanced t…

Mar 30, 2026
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Bridgewater Associates, LP logoBridgewater Associates, LP logo
2027 Investment Associate Intern

Bridgewater Associates, LP

Internship|$51K/yr - $51K/yr|On-site|New York City

For over five decades, Bridgewater Associates has embraced a singular vision: the world is comprehensible. We believe that understanding the intricate cause-and-effect dynamics of markets and economies enables us to outperform the market and deliver genuine uncorrelated returns, commonly referred to as 'alpha', at significant scale. Our clientele comprises some of the most discerning institutional investors globally, who rely on our unique insights to navigate their most pressing challenges.Achieving alpha at scale is a formidable challenge. It necessitates predicting future trends more accurately than millions of other highly intelligent and driven individuals striving for the same goal. Our investment strategies are designed to decipher and adapt to macroeconomic transitions that influence the world’s most liquid markets, including bonds, currencies, equities, commodities, and credit. Since many of these transitions are unprecedented in our lifetimes, our work is both challenging and essential.We begin by rigorously analyzing to develop a fundamental understanding of the economic and financial relationships that shape the markets. This understanding is encapsulated in what we refer to as our System—a sophisticated framework of code and algorithms that autonomously generates insights by processing vast quantities of meticulously curated data, reflecting the relationships we've cultivated through decades of in-depth analysis and expertise. By adopting a systematic approach, we can continuously evaluate the quality of our ideas over time and ensure that our positions are informed by our entire body of knowledge, allowing our team to focus on enhancing our understanding at a pace that surpasses market evolution.Our methodology places us at the cutting edge of human-machine collaboration. Since 2012, Bridgewater has vigorously pursued the goal of creating an artificial investor capable of performing every task a human can, with technology not merely representing insights but also generating them autonomously. In 2023, we unveiled AIA (Artificial Investment Associate), our fully machine-driven investing strategy. The insights gained from developing AIA are revolutionizing the roles of our human investors, enabling us to swiftly uncover and systematize new insights, driving our transition towards a fully integrated ecosystem that harmonizes the strengths of both human and machine intelligence.Every day, we diligently assess our systems against independent investor insights and strive to adapt our systems in accordance with the evolving landscape. Outperforming the markets through this approach demands collaborative efforts among exceptionally talented individuals who continually challenge themselves and each other.

Mar 30, 2026
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Bridgewater Associates logoBridgewater Associates logo
Full-time|$150K/yr - $300K/yr|On-site|New York City

Join the Team at BridgewaterAs a leading asset management firm, Bridgewater Associates is dedicated to providing unparalleled insights and partnerships for some of the most sophisticated institutional investors worldwide. Our mission is to deeply understand the intricacies of global markets and economies, leveraging cutting-edge technology alongside timeless investment principles.Founded in 1975, we embody a community of independent thinkers committed to excellence and continuous improvement. Our culture emphasizes transparency, openness, and inclusion, allowing us to tackle the most complex challenges in investment strategy, management, and corporate culture.To learn more about our innovative approach, visit our website here.

Mar 30, 2026
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TriEdge Investments logo
Full-time|$50K/yr - $60K/yr|On-site|New York City

TriEdge Office CoordinatorAbout TriEdge InvestmentsTriEdge Investments is a premier family office located in the vibrant heart of New York City. Our focus lies in making concentrated investments in select firms and nurturing technology startups that tackle pressing issues within our investment portfolio. We specialize exclusively in targeted healthcare sectors, aiming to enhance patient outcomes and simplify the complexities of healthcare through strategic investments and innovative technology. We are firm believers that extraordinary results stem from extraordinary individuals—those who engage with rigor, creativity, and unwavering integrity.What We’re Looking ForWe are seeking a dynamic Office Coordinator who will take ownership of the daily office environment and act as a reliable operational ally to our Chief People Officer. This individual will ensure that the TriEdge office operates smoothly, employees and guests receive exceptional care, and that people operations are executed with meticulous attention to detail and confidentiality. Every task is significant, and every challenge is an opportunity.Key ResponsibilitiesOffice & Workplace OperationsManage the entire office experience, ensuring a welcoming, polished, and highly efficient workplace atmosphere.Attend to reception duties four days a week, delivering a premier guest experience for visitors and candidates.Oversee all office operations including vendor management, facilities maintenance, security protocols, and office services.Manage office inventory, including supplies, snacks, meals, and amenities, while overseeing ordering and budgeting processes.Act as the primary contact for building management and external vendors.Maintain high cleanliness and presentation standards within the office.Support for Management TeamProvide administrative support to the management team, which includes calendar management, travel assistance, expense reporting, and meeting coordination.Facilitate people operations processes such as onboarding logistics, new hire setups, and coordination of employee lifecycle activities.Culture, Events & Employee ExperiencePlan and execute employee engagement events ranging from intimate gatherings to larger parties (10–500 attendees), such as happy hours, holiday celebrations, and team dinners.

Mar 10, 2026
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Primary logoPrimary logo
Full-time|On-site|New York, NY

About PrimaryPrimary is an innovative seed-stage venture capital firm committed to providing exceptional support to founders steering transformative businesses. By combining substantial investment resources with the most extensive portfolio impact team among seed investors, our portfolio companies have achieved an unparalleled seed-to-A graduation rate.About the RoleWe are on the lookout for an enthusiastic Investment Associate, or Senior Associate, to collaborate closely with our esteemed Partner, Tobias Citron. Your mission will be to assist in identifying, evaluating, and securing promising Cyber businesses. Additionally, you will support Tobias in nurturing new ventures through our venture studio, Primary Labs. As Tobias emphasizes:"We believe cybersecurity represents one of the most vital and promising sectors in venture capital, and we are eager to enhance our cyber portfolio in Fund V and beyond. If you are passionate about spearheading seed deals in cybersecurity in New York City, this opportunity is tailored for you. Together, we will become the leading cyber authorities at Primary, making strategic investment decisions that matter."What You'll DoConduct market research and actively seek promising startups for investment, representing the firm in initial prospect screenings and outreach to potential founders. Your ability to discern valuable opportunities amidst noise is crucial.Execute comprehensive due diligence on prospective investments, including financial assessments, market evaluations, competitive landscape analysis, and team evaluations. You will independently manage diligence processes with guidance from the Partner, effectively prioritizing and synthesizing diligence efforts.Oversee financial analyses for potential opportunities, including market sizing, unit economics, and cap table modeling to ensure informed investment decisions.Provide ongoing support to existing portfolio companies by collaborating with our portfolio impact team.Assist in the incubation of new businesses alongside Tobias at Primary Labs, providing ad-hoc support as needed, such as building a pipeline of design partners and identifying market experts.

Nov 19, 2025
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City of New York logoCity of New York logo
Full-time|On-site|New York City

Join the City of New York as an Associate General Counsel specializing in investment transactions. In this pivotal role, you will provide expert legal guidance on various investment-related matters, ensuring compliance with all applicable regulations while facilitating strategic initiatives aimed at enhancing the city's financial portfolio. Your insights will play a crucial role in shaping investment strategies that align with the city's objectives.

Mar 26, 2026
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EliseAI logoEliseAI logo
Full-time|$70K/yr - $85K/yr|On-site|New York City

About EliseAIAt EliseAI, we are dedicated to transforming vital sectors such as housing and healthcare. With a commitment to making housing accessible and healthcare efficient, our mission is to enhance the lives of individuals and communities. Through the integration of advanced AI agents into existing workflows, we optimize operations, lower costs, and elevate user experiences for all stakeholders.Housing: We streamline the experience for renters by simplifying apartment tours, lease signing, maintenance requests, and connectivity with property teams—bringing all housing essentials into a single platform.Healthcare: Our solutions facilitate appointment scheduling and form completion, empowering patients to communicate effectively with providers, allowing them to concentrate on health rather than paperwork.By leveraging EliseAI, organizations can minimize manual tasks, enhance accessibility, and provide seamless experiences across essential services. We recently secured a $250 million Series E round led by Andreessen Horowitz to further our mission.About the RoleEliseAI is in search of a compassionate and approachable Client Research Analyst who thrives on engaging with people and assisting teams in feeling supported. In this role, you’ll become the trusted voice recognized by our on-site teams—proactively checking in, attentively listening, and identifying what’s working well (and what isn’t) before minor issues escalate into major concerns.You will gain in-depth knowledge of one of our core products, such as Leasing or Delinquency, and utilize that expertise to steer conversations, respond to inquiries, and provide valuable insights in real time. Positioned between Customer Success and Product Solutions, you will be a reliable partner who helps triage concerns, gather feedback, and ensure that insights are communicated effectively. If a resolution isn’t achievable on the call, you’ll know how to ask the right questions and connect with Product Solutions or a Customer Success Manager with the necessary context.This role is ideal for someone who is personable, well-organized, and invigorated by merging product knowledge with genuine human interactions. You will contribute to delivering an exceptional experience at scale—while maintaining the personal touch.

Apr 28, 2026
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triedge-investments logo
Full-time|On-site|New York City

About HyphaHypha is an innovative AI-driven platform that is reshaping asset management throughout the entire lifecycle—covering acquisition, management, and exit strategies. Specializing in healthcare facilities and multifamily real estate, we are at the forefront of industry transformation through our three fundamental pillars:Observability: Offering real-time insights into asset performance, deal progression, and market trends for all stakeholders involved.Intelligence: Facilitating AI-enhanced multidimensional optimization that includes risk assessments, tax strategies, and performance benchmarks.Orchestration: Developing streamlined workflows and a unified source of truth to remove inefficiencies and drive productivity.Role OverviewAs the Engineering Manager at Hypha, you will spearhead a team dedicated to developing and enhancing a vital product area while influencing the technical trajectory of our platform. Collaborating closely with product, design, and leadership teams, you will prioritize tasks, devise roadmaps, and ensure the team is concentrated on delivering impactful results.This position is hands-on; you will facilitate sprint planning, remove obstacles for engineers, and uphold high engineering standards, while also actively contributing to the codebase. You will design systems, assess architectural decisions, and collaborate with your team to deploy features that enhance Hypha’s core offering.We seek an individual who has prior experience managing engineering teams and recognizes that effective management is about empowering your team to excel. This entails providing clear guidance, establishing rapid feedback mechanisms, eliminating impediments, and fostering a culture where engineers can thrive while maintaining excellence.

Mar 17, 2026
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Triedge Investments logo
Full-time|$115K/yr - $140K/yr|On-site|New York City

About HyphaHypha is a cutting-edge AI-driven platform that is reshaping the asset management landscape throughout the entire lifecycle—spanning acquisition, management, and exit strategies. With a focus on healthcare facilities and multifamily real estate, we are leading the industry transformation through three critical pillars:Observability: Delivering real-time insights into asset performance, deal progress, and market dynamics for all stakeholders.Intelligence: Harnessing AI-powered multidimensional optimization including risk assessments, tax strategies, and performance benchmarking.Orchestration: Streamlining workflows and establishing a singular source of truth to eradicate inefficiencies.Hypha PrinciplesHuman-first > Tech-first: Prioritizing people over technology-driven models.Depth > Breadth: Delving deep to address root issues effectively.Momentum > Perfection: Striving for progress towards a clear direction, compounding improvements over time.Role OverviewWe are seeking an analytical and customer-oriented Solutions Architect to spearhead the post-sale implementation and technical integration of our platform within client environments. This pivotal role operates at the nexus of Product, Engineering, and Go-To-Market strategies, reporting directly to the Head of Go-To-Market. You will design and execute solutions tailored to the unique data architectures, workflows, and dashboards of our clients, ensuring that our platform is seamlessly integrated into their operational framework.Your responsibility will include translating complex client requirements into scalable, elegant solutions that yield measurable business outcomes. In our hyper-growth environment, you will help define our implementation standards, create repeatable frameworks, and transform singular client challenges into opportunities for product and process enhancements.

Apr 2, 2026
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Bluerock Therapeutics logoBluerock Therapeutics logo
Research Associate II - In Vivo

Bluerock Therapeutics

Full-time|On-site|New York City, New York

Bluerock Therapeutics, a pioneering biotechnology company, is seeking a dedicated and highly motivated Research Associate II - In Vivo to join our innovative team. In this role, you will contribute to groundbreaking research aimed at developing transformative therapies. You will be responsible for conducting in vivo experiments, analyzing data, and collaborating with cross-functional teams to advance our scientific objectives.

Mar 20, 2026
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triedge-investments logo
Full-time|$180K/yr - $225K/yr|On-site|New York City

About HyphaHypha is an innovative AI-powered platform that is revolutionizing asset management throughout its entire lifecycle, including acquisition, management, and exit strategies. With a focus on healthcare facilities and multifamily real estate, we are transforming the industry through three essential pillars:Observability: We deliver real-time visibility into asset performance, deal progress, and market conditions for all stakeholders.Intelligence: Our platform empowers AI-driven multidimensional optimization with risk assessments, tax strategies, and benchmarking.Orchestration: We create seamless workflows and a unified source of truth to eradicate inefficiencies.Role OverviewAs a Backend Engineer specializing in Applied AI at Hypha, you will be instrumental in developing and enhancing the AI systems that form the backbone of our platform. This includes designing and managing document processing pipelines, developing extraction agents, creating entity resolution systems, and shaping the conversational query interface for user interactions with complex data.Your role will involve hands-on work with large language models (LLMs) and agent frameworks to design multi-step workflows that convert unstructured information into structured, actionable insights. A significant portion of your responsibilities will focus on building infrastructure that ensures the reliability, observability, and performance of these AI systems as they scale.We are open to hiring candidates at various experience levels, from early-career engineers to seasoned professionals with extensive systems and architecture experience. The specific level and compensation will be determined during the interview process.

Mar 17, 2026
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TriEdge Investments logo
Full-time|$200K/yr - $250K/yr|On-site|New York City

At TriEdge Investments, we create innovative technology solutions that empower businesses to operate more efficiently. By partnering with a diverse portfolio of over 30 companies, we work closely with operators to design and implement automation that enhances key metrics such as throughput, cost, and reliability. Our goal is to transform these bespoke solutions into scalable platform tools, bringing cutting-edge automation to sectors often overlooked by traditional software.As a Senior Forward Deployed Engineer, you will immerse yourself with operators and clients in the field, identifying challenges and delivering essential products. Unlike conventional engineering roles, you will engage directly with users to gather requirements, design systems, and deploy production-ready code that addresses real-world issues. This position requires a unique blend of deep technical knowledge and client-facing problem-solving skills, ensuring our solutions are practical, scalable, and impactful for businesses.

Aug 29, 2025
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Equal Ventures logo
Full-time|$60K/yr - $150K/yr|On-site|New York City

About the RoleAt Equal Ventures, we are looking for a dynamic Analyst/Associate to join our team in New York City. In this role, you will collaborate closely with our partners to craft and enhance investment strategies, identify promising investment opportunities, and provide valuable support to our portfolio companies as they grow from seed to scale.You will take ownership of deals from start to finish, representing Equal Ventures to founders and ecosystem partners, while contributing to the firm's growth through content creation, event participation, and various internal initiatives.This position is primarily in-office at our New York City location. Compensation will be commensurate with experience and seniority, including a base salary ranging from $60,000 to $150,000, guaranteed fund carry, and an opportunity for an annual performance bonus.Core Responsibilities Include:Proactively sourcing high-quality early-stage investment opportunities through founder relationships, ecosystem engagement, and outreach strategies.Conducting investment due diligence, including market research, customer interviews, and writing conviction-driven memos.Assisting portfolio companies with operations, recruitment, go-to-market strategies, fundraising, and building partnerships.Enhancing Equal's brand presence within our operating ecosystems by producing content, hosting events, and cultivating relationships with key influencers in the industry and the broader venture capital landscape.Supporting the overall operations of the firm, collaborating with a small team to manage workstreams that elevate our organization.

Mar 3, 2026
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Altis logoAltis logo
Contract|$10K/mo - $24K/mo|On-site|New York City

Altis is a pioneering venture intelligence platform that empowers investors to make swift, informed decisions regarding Series A/B/C companies. Our method involves rigorous primary research, including expert interviews with customers, competitors, and industry specialists, which culminates in comprehensive analyses that inform investment committee decisions.Supported by Primary Venture Partners and co-founded by a Midas-list investor, we are establishing a structured analyst program inspired by the intellectual breadth and mentorship typical of premier management consulting firms.The RoleAs a member of a dedicated research team, you will contribute from day one through conducting expert interviews, developing company analyses, synthesizing primary research insights, and assisting in the creation of reports crucial for investment committee decisions on Series A+ companies.This contract position serves as a pathway to permanent roles within the organization. As we rapidly expand our team, this arrangement allows both parties to assess compatibility before committing long-term. Associates who exhibit exceptional judgment and research acumen will transition into full-time positions with equity opportunities.You will collaborate closely with Sector Leads and report directly to our Founding CRO, who has a background at McKinsey and as a Growth Investor. Our CEO has previously served as a Managing Director & Partner at BCG.

Feb 10, 2026
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Bridgewater Associates logoBridgewater Associates logo
Full-time|$250K/yr - $300K/yr|On-site|New York City & Singapore

About Bridgewater AssociatesBridgewater Associates is a leading asset management firm dedicated to providing innovative insights and collaboration for the most discerning global institutional investors.Our investment approach is grounded in a relentless desire to comprehend the intricacies of global markets and economies, utilizing cutting-edge technology to validate and implement age-old, universal investment principles.Founded in 1975, we pride ourselves on a culture of independent thought and a steadfast commitment to excellence. By nurturing an environment of openness, transparency, and inclusivity, we aim to decipher the most complex issues in investment strategy, management, and corporate culture.For more information about Bridgewater, please visit our website.

Mar 30, 2026
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Arch logoArch logo
Full-time|On-site|New York City

Join Our Team as a Client Experience StrategistAt Arch, a cutting-edge Series B financial technology firm based in New York City, we are revolutionizing the management of private investments. Our innovative platform enhances accessibility and understanding, transforming the investing experience across diverse asset classes.Private investments—encompassing venture capital, hedge funds, and private equity—constitute approximately 25% of the investment landscape. Traditionally, managing these investments is burdensome, relying on cumbersome spreadsheets and disorganized files that lead to inefficiencies and errors. Arch addresses these challenges by consolidating data, documents, and insights into a singular platform. Our mission is to save our clients time and empower them to make informed investment decisions, ultimately yielding superior financial results.As a rapidly expanding team of over 200 professionals, we proudly serve more than 400 clients, including some of America's largest banks and financial institutions. Our growth trajectory has seen us more than double in size annually since our inception, and we are eager to bring on new talent across all departments as we continue to scale.Your RoleWe are on the lookout for a Client Experience Strategist to cultivate and enhance our client relationships. This pivotal role involves post-onboarding account management, ensuring that clients receive the highest standard of service and support. As one of our early team members, you will play a crucial part in shaping and expanding our Client Experience team as we extend our reach to new users.

Dec 3, 2025
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Hanover Park logo
Full-time|On-site|New York City

About Hanover ParkAt Hanover Park, we are pioneering a transformative AI-native ERP solution that is reshaping the infrastructure of private markets. Unlike typical software that merely adds AI capabilities to outdated systems, we have crafted a proprietary general ledger accounting system designed specifically for complex investment firms. As the primary system of record, we seamlessly integrate fund administration with previously fragmented tools such as investor portals, AI-driven portfolio management, and KPI collection.Context is paramount in the realm of AI, and at Hanover Park, we possess comprehensive insights into our customers' needs.In less than a year, we have scaled our operations to manage over $15 billion in assets, serving prestigious investment firms and LPs, including top-tier banks and major endowments. Our growth is supported by esteemed investors such as Emergence Capital (the first backer of Salesforce and Zoom), Susa Ventures (originator of Robinhood and Flexport), and Lux Capital.Think of us as the Stripe of payments, Ramp for expenses, and Hanover Park for investments.About the RoleOur primary objective is to turn Hanover Park customers into enthusiastic advocates. From the moment they sign their contract to the launch of their firm, we strive to create extraordinary experiences.You will be responsible for the migration and implementation processes for some of the world's most intricate investment firms, transitioning them from legacy, disconnected systems to Hanover Park's comprehensive system of record. This role is not just back-office work; you will be at the forefront of pivotal client relationships in private markets, taking ownership from day one.At Hanover Park, we believe that 'services is sales.' Your contributions will directly influence client retention and expansion as we aim to become a billion-dollar enterprise.What You'll Work OnOversee client migration and implementation from contract signing to successful launchContinuously enhance core operational processes and playbooksCollaborate with fund accountants and top-tier engineers to guarantee operational accuracy and outstanding service deliveryConduct thorough quality control and reconciliation across historical customer financial reportsIdentify and troubleshoot operational issues, recognizing patterns and providing data-driven recommendations for enhancementsEngage in customer onboarding, success, and account management to ensure premier serviceProactively identify process improvements and collaborate with engineering to implement them

Apr 13, 2026
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Junior logoJunior logo
Full-time|On-site|New York City

About JuniorAt Junior, we are at the forefront of developing innovative LLM-powered tools designed to enhance the investment research experience for private market investors. Our esteemed clientele includes some of the world's leading private equity and consulting firms, responsible for managing billions in investments annually. As a profitable and bootstrapped company, we boast a dynamic team of 17 members operating out of London and New York City.Discover more about our mission and values here. Role DescriptionAs our inaugural NLP/ML hire, you will have the exceptional chance to:Transform product and business requirements into applied ML/NLP solutions, generating innovative research synthesis concepts and validating their business impact through rapid prototyping.Design and enhance retrieval, search, and ranking algorithms by integrating semantic embeddings, behavioral signals, and structured database queries, while also creating custom reranking models.Fine-tune SLMs/LLMs for tasks requiring high accuracy and low latency such as classification, query rewriting, summarization, and personalization.Utilize advanced alignment and reliability methodologies (e.g., DPO, fine-tuning strategies, evaluation-driven iteration) to elevate user experience and trust.Experiment with summarization and synthesis techniques to convert extensive sets of unstructured interview notes into actionable insights.Engage in product decisions, direction, and prioritization.Influence our engineering culture.With over 20 enterprise clients already onboard and tens of thousands of interactions on our platform, there is ample opportunity for data enhancement and innovation. About YouWe seek product-oriented ML engineers who:Are based in NYC.Possess a solid background as an NLP/ML researcher with expertise in RAG, LLMs, and Generative AI pipelines.Have a proven track record in building production-grade ML systems, including search, information retrieval, and structured outputs.Exhibit excellent communication skills and are eager for a client-facing role.

Aug 28, 2025
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Addepar logoAddepar logo
Full-time|$110K/yr - $171K/yr|On-site|New York, NY

About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

Feb 3, 2026
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Arch logoArch logo
Full-time|On-site|New York City

Join Our Team at ArchArch is an innovative Series B financial technology firm dedicated to automating the management of private investments. Our platform enhances access, understanding, and the overall investing experience across various asset classes.Private investments, including venture capital, hedge funds, and private equity, constitute about 25% of the investment landscape. Traditionally, investors, advisors, and managers have relied on cumbersome spreadsheets and disorganized systems to track numerous investments, leading to inefficiencies and errors. Arch revolutionizes this process.Our platform consolidates data, documents, and insights, streamlining the information gathering process and empowering investors to make informed decisions, ultimately improving financial outcomes.As a rapidly expanding team of over 200 professionals, we serve more than 400 clients, including some of the largest banks and financial institutions in the U.S. Our company has consistently doubled in size since its inception, and we are actively hiring across all departments to support our growth.About the PositionWe are seeking a dedicated Client Implementation Specialist to oversee the onboarding process for our enterprise segment, which includes registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices requiring sophisticated, scalable solutions. In this role, you will guide enterprise clients through intricate onboarding processes, assist in migrating extensive investment portfolios and data systems, and ensure their long-term success on our platform.This is a highly client-facing position that demands someone who excels in relationship building, earns trust quickly, and delivers exceptional service. You will navigate complex organizational structures with professionalism and strategic thinking while providing institutional-grade service. Additionally, we are looking for a self-starter who can work autonomously, manage multiple large-scale onboarding projects, and proactively resolve issues without constant supervision.You will also play a crucial role in providing feedback for product enhancements and improving our internal onboarding processes, balancing independent execution with teamwork and training initiatives.

Jul 10, 2025

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