Senior Investment Advisor

Arta Finance combines expertise in product development, machine learning, and finance to make personal finance more accessible and intuitive. The team creates technology that empowers individuals to take control of their financial future, blending advanced tools with a focus on the human experience. Role overview The Senior Investment Advisor position is bas…

Role overview Crusoe Technologies seeks a Senior Investment Analyst based in San Francisco, CA. This role centers on supporting the company’s strategic investment decisions through detailed research and analysis. The analyst will partner with teams across the organization to help shape financial outcomes. What you will do Carry out thorough market analysis to spot trends and emerging opportunities Assess potential investments by collecting and interpreting financial data Work with colleagues from various departments to inform investment decisions Offer insights that contribute to the company’s financial performance

Employee Applicant Privacy NoticeWho We Are:Join us in shaping a brighter financial future. Together with our members, we are revolutionizing personal finance.As a forward-thinking financial services company and national bank, we leverage innovative, mobile-first technology to empower millions of members to achieve their financial goals. In an era of unprecedented transformation within the industry, we take pride in knowing that our work directly impacts the lives of individuals, guided by our core values every step of the way. Become part of our mission to invest in yourself, your career, and the financial landscape.We are in search of a Senior Software Engineer to join our dynamic team. SoFi Invest represents our cutting-edge investment platform, featuring a market-leading robo-advisor and comprehensive online brokerage services (including stock, ETF, and mutual fund trading).As a vital member of our team, you will be at the heart of our operations—implementing functionality, designing our system architecture, addressing bugs, maintaining the integrity of our code, and continually enhancing your skills as an engineer. The ideal candidate exhibits a proactive mindset, hands-on approach, strong ownership, a commitment to delivery, and the ability to mentor and collaborate effectively. At SoFi, we emphasize collaboration among Product, Design, and Engineering, providing you with the opportunity to engage in the entire product lifecycle—from ideation to building, deployment, and ongoing improvement.At SoFi, you will be part of a pioneering finance company dedicated to helping our members achieve financial independence and fulfill their goals. Our ambition is to integrate ourselves into our members’ financial lives and assist every member in managing their finances effectively. Starting with student loan refinancing to tackle a significant financial challenge for a new generation, we have expanded our offerings across loans, wealth management, and insurance. SoFi has experienced remarkable growth and has ambitious plans for the future, and to sustain this momentum, we need exceptional talent. And that starts with you.Key Responsibilities:Lead the development and testing of system components/services, including code and design reviews.Participate in defining the technical architecture of the product.Translate user stories into effective technical solutions.Deliver highly available and scalable services in a production environment.

Join Mercury as a Senior Counsel specializing in Product & Regulatory aspects for Investment Products. In this pivotal role, you will lead legal guidance on product development and regulatory compliance, ensuring our offerings meet the highest standards of integrity and innovation. Collaborate with cross-functional teams to address complex legal issues and drive strategic initiatives that align with our mission to empower businesses in the financial technology sector.

Join Appier as an Investment Analyst, where you will engage in strategic analysis and provide insights that drive investment decisions. In this role, you will collaborate with a dynamic team to evaluate investment opportunities, assess market trends, and contribute to our innovative approach to investment management. Your analytical prowess and attention to detail will be crucial in identifying profitable ventures that align with our organizational goals.

Join SoFi as a Senior Staff Data Scientist in our Investment division, where you will leverage your analytical expertise to drive data-driven decision making. You will work collaboratively with a talented team to develop advanced models and algorithms that enhance our investment strategies and product offerings.Your role will involve analyzing large datasets, interpreting complex data insights, and presenting actionable recommendations to stakeholders. If you are passionate about data science and its impact on financial services, we want to hear from you!

We are seeking a visionary and dynamic Director of Investment Products to lead our investment product strategy at Mercury. This role is pivotal in shaping our offerings and driving innovation in the investment landscape. You will be responsible for overseeing product development, enhancing client engagement, and optimizing our investment strategies to align with market trends.As a key member of our leadership team, you will work closely with cross-functional teams to ensure our products meet the evolving needs of our clients while adhering to regulatory standards. Your expertise will be essential in identifying opportunities for growth and differentiation in a competitive market.

Why Join Mercer Advisors?For over 40 years, Mercer Advisors has been dedicated to transforming the financial lives of families. Our unique approach integrates financial planning, investment management, tax strategies, estate planning, insurance solutions, and more—all managed by a cohesive team. Serving over 31,300 families in more than 90 cities nationwide, we are proud to be recognized as the #1 Registered Investment Advisor (RIA) Firm by Barron’s. As an independent national fiduciary, we are legally obligated to act in the best interests of our clients.At Mercer Advisors, we foster a work environment that is distinct within the financial services industry. Our workforce and client-facing teams are composed of 50% women, highlighting our commitment to diversity. We attract top talent across the country through our flexible work arrangements and absence of a formal headquarters, enabling us to build an exceptional team.Join us in our mission to positively impact the financial futures of families across the United States.About the Regis UHNW Team:The Regis Group is dedicated to serving ultra-high-net-worth families with assets exceeding $25 million. Our advisors collaborate closely with clients to navigate their unique financial challenges and opportunities, empowering them to achieve their aspirations. As the primary relationship manager, you will deliver an exclusive and personalized experience, supported by a national fiduciary team of experts in every facet of wealth management. Together, we assist private investors, business owners, executives, creatives, and those managing generational wealth in overcoming obstacles and confidently pursuing their goals.Embark on this exciting journey with us as we redefine the landscape of financial planning and wealth management.

COMPANY OVERVIEWKKR & Co. Inc. is a premier global investment firm that specializes in alternative asset management, capital markets, and insurance solutions. Our mission is to achieve compelling investment returns by adhering to a patient and disciplined investment strategy, employing top-tier talent, and fostering growth within our portfolio companies and communities. We sponsor investment funds that focus on private equity, credit, and real assets, and have strategic partnerships managing hedge funds. KKR’s insurance subsidiaries provide a range of retirement, life, and reinsurance products through Global Atlantic Financial Group.POSITION SUMMARYWe are seeking an enthusiastic Investment Data Operations Analyst to join our dynamic data management team within the Global Data Operations division. This role is positioned within the Investment Data Operations (IDO) team and plays a critical role in supporting our enterprise, with a primary focus on Credit and Insurance strategies.This position is based in San Francisco and reports directly to the VP of Investment Data Operations.The ideal candidate will possess foundational experience in security master and daily pricing operations, particularly with debt instruments and bank loans. This is a hands-on, execution-oriented role that prioritizes accurate asset setup and daily pricing controls while providing opportunities for involvement in broader data initiatives over time.We are looking for someone with 1-3 years of experience in investment operations, ideally within an alternative investment firm, insurance company, or fund administrator. A solid understanding of middle- and back-office workflows is essential, especially regarding how security master and pricing data influence accounting, risk, and reporting processes.Successful candidates will be detail-oriented, thrive in a fast-paced environment, and be willing to engage deeply with operational workflows. An ability to independently investigate and resolve data issues is crucial. Technological curiosity, particularly in SQL-based environments and a desire to leverage automation and AI tools to enhance operational efficiency, will set candidates apart. Strong communication skills and a collaborative mindset are essential for effective teamwork across our global teams.We are committed to operational excellence and providing our investment and business operations colleagues with high-quality, reliable data to facilitate investment execution across the firm. Our small, collaborative teams operate within a global investment platform, offering meaningful exposure, learning opportunities, and pathways for long-term career development.

Employee Applicant Privacy Notice SoFi is a national bank and financial technology company. Its mobile-first platform supports millions as they manage, invest, and grow their money. Products span student loan refinancing, lending, wealth management, and insurance. The team values impact, innovation, and a commitment to positive change in members’ lives. Role overview The Senior Staff Software Engineer, Invest, joins the SoFi Invest team in either Seattle or San Francisco. SoFi Invest provides robo-advisor and online brokerage services for stocks, ETFs, and mutual funds. This position focuses on shaping the architecture and core functionality of Invest systems, troubleshooting technical issues, and maintaining high code quality. The role combines hands-on engineering with technical leadership and a strong sense of ownership. What you will do Design and define the technical architecture for SoFi Invest’s core systems. Lead development, testing, and release practices for Invest components, and contribute to shared SoFi components. Mentor engineers and help foster a supportive technical culture. How the team works Engineers partner with Product and Design teams throughout the product lifecycle, from early concepts to deployment and ongoing improvements. Collaboration and continuous learning are central to the team’s approach. As SoFi expands its offerings, experienced engineers play a key role in supporting growth and the mission to help members achieve financial independence. Locations Seattle, WA San Francisco, CA

Join Our Team as an Undergraduate Intern in Growth InvestmentsNovo Holdings, a leader in managing significant investments for the Novo Nordisk Foundation, is looking for a motivated Undergraduate Intern to assist our Growth Investments team. This role will be pivotal in supporting our investment activities in the North American healthcare and life sciences sectors during the spring and/or fall semester.At Novo Holdings, we are dedicated to enhancing global health and sustainability by delivering attractive long-term returns. As the sole owner of Novo Nordisk Foundation, we manage a diverse portfolio that includes private equity, equities, bonds, real estate, and infrastructure assets across various stages of company development.As of 2024, our assets are valued at approximately USD 148 billion, reflecting our commitment to impactful investments. Learn more about us at www.novoholdings.dk.Your RoleAs an intern, you will collaborate with the Growth Investments team in Boston, focusing on North American investments. This position offers a competitive pay rate of $26/hour.Your responsibilities will include:Conducting market research to identify new investment opportunities within various industriesPerforming financial analyses to evaluate potential deals and support strategic initiatives of current portfolio companiesAssisting with due diligence processes for new investment prospectsPreparing materials for the investment committee and drafting internal memoranda on existing and potential investmentsSupporting the management of team CRM systems and vendor platformsOur CultureAt Novo Holdings, we foster a respectful and collaborative workplace where all voices are heard. We celebrate diversity, equity, and inclusion, welcoming individuals from all backgrounds and identities.

Join BITKRAFT Ventures as a Principal in our Equity Investment Team! As a global leader in early-stage investments focused on the dynamic intersections of gaming, Web3, and immersive technologies, BITKRAFT Ventures is excited to welcome a passionate Principal to our innovative team. With over $1 billion in assets under management and a diverse portfolio of 130+ companies, we empower visionary founders to shape the future of interactive entertainment and digital economies. At BITKRAFT, we are a diverse, distributed team united by a common mission: to identify and support groundbreaking startups that will redefine virtual worlds, economies, and experiences. Our focus is on early-stage investments that drive the convergence of physical and digital realities—what we call Synthetic Reality. We are eager to meet candidates who are enthusiastic about the future of gaming and immersive technologies, and who are keen to contribute to our fast-growing, dynamic team. THE OPPORTUNITY We are seeking a Principal to lead our Equity investment initiatives. In this pivotal role, you will be responsible for driving deal origination, managing and executing venture capital transactions, and providing strategic support to our portfolio companies. This position is ideal for someone who excels in process management, establishes best practices in analytical and investment frameworks, shapes strategic direction, serves as the primary contact for portfolio company founders, and mentors junior team members. A genuine passion for startups, venture capital, and the gaming industry is essential. YOUR RESPONSIBILITIES Transaction Management: Oversee all stages of investment—from origination and evaluation through to execution. Assess potential deals, create financial models, and collaborate with BITKRAFT partners on final investment decisions. Portfolio Oversight: Manage portfolio companies, including KPI tracking, financial reporting, strategy reviews, and identifying key support areas. Represent BITKRAFT in board roles as necessary. Deal Origination & Networking: Build and nurture relationships within the startup and venture capital community to uncover new investment opportunities and partnerships for portfolio companies, serving as a prominent ambassador for BITKRAFT. Market Insights & Research: Help establish research, thesis, and content development agendas. Develop expertise in key sectors and formulate data-driven investment theses to identify emerging opportunities.

BITKRAFT Ventures BITKRAFT Ventures stands at the forefront of early-stage investments, specializing in the dynamic realms of gaming, Web3, and immersive technologies. With over $1 billion in assets under management and a portfolio of more than 130 innovative companies, we are committed to empowering visionary founders who are shaping the future of interactive entertainment and digital economies. As a diverse and globally distributed team, we share a unified mission: to discover and nurture groundbreaking startups that will redefine virtual worlds, economies, and experiences. Our focus on early-stage investments enables us to drive the convergence of physical and digital realities, a concept we refer to as Synthetic Reality. We are eager to connect with candidates who are enthusiastic about influencing the future of gaming and immersive technologies and are ready to become part of our vibrant and fast-growing team. THE OPPORTUNITY Venture Capital Transactions and Deal Flow: In this role, you will actively engage with the deal team to evaluate investment opportunities by meticulously assessing founder teams, strategic alignment with BITKRAFT, market potential, competitive landscape, product KPIs, and customer feedback. Your diligence will be supported by your industry network of contacts, experts, and venture investors. You will develop models and documentation to substantiate your findings and collaborate with BITKRAFT’s Partners to finalize investment decisions. Portfolio Management: You will oversee and contribute to BITKRAFT’s portfolio management efforts, including monitoring KPIs, tracking business plans, evaluating fundraising initiatives, analyzing monthly financial reports, and reviewing strategic plans to identify areas where BITKRAFT can provide support. Deal Origination: You will cultivate robust relationships within the startup and venture capital ecosystem, acting as an ambassador for BITKRAFT. This involves identifying new investment prospects as part of our deal flow and leveraging your network to discover exceptional founding teams. Market Trends and Research: You will independently develop expertise in emerging sectors, uncover promising business models, and propose your own investment theses.

Veeam is recognized as the Data and AI Trust Company, dedicated to empowering organizations with a comprehensive understanding, security, and resilience of their data and AI systems. As a leader in data resilience and data security posture management, Veeam is strategically positioned at the intersection of identity, data, security, and AI risk management. With headquarters in Seattle and operations in over 30 countries, Veeam safeguards more than 550,000 customers worldwide, earning their trust in keeping their businesses operational. Join us as we boldly advance together, fostering growth, learning, and making a significant impact for some of the world’s most prominent brands.About the RoleWe are seeking a highly skilled and driven Senior Product Advisor specializing in security and AI to join our Product Management, Alliances team at Veeam Software. In this pivotal role, you will cultivate and manage technical relationships, integrations, and solutions with key vendors in the security, AI, and resilience sectors. Collaborating closely with vendors specializing in detection and response, Security Information and Event Management, and AI technologies, you will develop technical partnerships, integrations, solutions, and go-to-market strategies.What You’ll DoCollaborate with security and AI vendors to design technical integrations, solutions, and joint go-to-market strategies.Lead automation projects utilizing PowerShell, RESTful APIs, Python, and related technologies, delivering sample code, prototypes, and proofs of concept.Develop integration prototypes using advanced coding tools and AI assistants.Identify and assess potential alliance partners, particularly in the AI and security sectors, and prepare proposals for collaborative development.Serve as the technical subject matter expert and primary contact for key security partnerships and integrations.Create and deliver engaging technical presentations, training materials, and videos for both internal and external audiences.Represent Veeam at global security industry events and webinars, showcasing our expertise in security, resilience, and AI-driven solutions.Provide advisory support to product management and quality assurance regarding security, AI, and API development initiatives.

Employee Applicant Privacy NoticeAbout Us:At SoFi, we are on a mission to revolutionize personal finance. By partnering with our members, we are transforming the way individuals engage with their financial futures. As a pioneering financial services firm and national bank, we harness cutting-edge, mobile-first technology to empower millions of members to achieve their financial aspirations. As the industry undergoes a remarkable transformation, we are leading the charge. Every day, we take pride in knowing our work positively impacts lives, guided by our core values. Join us to invest in your future, your career, and the financial landscape.The Role:We are seeking an experienced Principal Product Manager to spearhead the development of innovative brokerage experiences and trading functionalities within SoFi Invest. In this pivotal role, you will be responsible for defining the strategy, roadmap, and execution of customer-facing investment products that enhance how members trade, manage, and interact with their portfolios.Your focus will be on delivering new and significantly enhanced trading functionalities to SoFi Invest. You will lead complex product initiatives encompassing trading capabilities, account-level experiences, and regulatory processes, necessitating close collaboration with engineering, design, risk management, and compliance teams. Beyond delivering high-impact investing experiences from inception to launch, you will provide strategic product leadership to the Invest PM team, influencing how we develop, prioritize, and scale brokerage offerings.This is a senior individual contributor position designed for a product leader who blends an acute product sense with extensive brokerage knowledge, thriving in complex, heavily regulated environments.Prior experience in developing top-tier investing and brokerage products is essential.

Join SoFi as a Principal Product Manager specializing in investments. In this pivotal role, you will lead the strategy and execution of innovative investment products that enhance our user's financial journey. You will collaborate with cross-functional teams, leverage market insights, and drive product initiatives that meet the needs of our diverse client base.

At Jordan Park, we specialize in providing investment management and financial guidance to a select group of individuals, families, and institutions. Our clients are notable contributors to business, philanthropy, government, and society. We pride ourselves on our team's depth and diversity, leveraging our collective experience to navigate complexities and empower our clients to achieve their financial goals.Our mission is to enhance lives and legacies.Position: Investment Strategy AssociateLocation: San Francisco, CaliforniaWe are looking for a talented investment professional in San Francisco to support the growth of our advisory firm. As an Associate in the Investment Strategy team, you will be integral to the portfolio construction process, asset allocation, and macroeconomic research. You'll help translate these insights into actionable strategies through our proprietary client portfolio management system. This role requires collaboration across all team areas, delivering subject matter expertise to meet client objectives and assisting in the development of our system's next iteration.

Y Combinator is seeking a dynamic full-stack product engineer who is eager to leverage their expertise in both engineering and investment analysis. This unique position merges the fields of engineering, product development, and investment strategy. You will be responsible for crafting production-ready code, creating tools for internal users and founders, and playing a critical role in the evaluation of companies and investment strategies.This role is not merely a combination of two separate jobs; rather, it focuses on transforming insights into software solutions that enhance YC's ability to assess companies, support founders, and extend its influence beyond the batch.Key Responsibilities:Product & Engineering (Primary Focus)Develop, implement, and launch full-stack web applications tailored for partners, founders, and investors.Take ownership of features from concept through to delivery: scoping, design, development, and iterative improvement.Collaborate across frontend, backend, and data services to enhance YC's post-batch platforms (such as founder tools, analytics, and workflow systems).Make informed engineering decisions in a fast-paced, high-responsibility environment.Investment & AnalysisAnalyze post-batch and growth-stage companies by assessing their business models, markets, teams, and operational metrics.Contribute to due diligence processes, including evaluating decks and data rooms, setting benchmarks for KPIs, and conducting market or customer research.Develop and maintain analytical tools, dashboards, or processes that facilitate investment decision-making.Compose clear, structured memos and analyses for partners and the Investment Committee.This position is well-suited for individuals who:Are proficient full-stack engineers who take pride in delivering production-quality software.Enjoy engaging with users and senior stakeholders to determine project requirements.Are intrigued by investment processes and seek direct experience.Value ownership and influence over narrowly defined tasks.Thrive in uncertain environments and are comfortable making strategic trade-offs.Can convert vague inquiries into tangible products, systems, or analyses.

About Mentis AI:Founded by former executives from Lazard and Partners Group, Mentis AI operates from its headquarters in London and San Francisco. We integrate our extensive expertise in finance, healthcare, and law into the training of AI models, effectively bridging the divide between human and artificial intelligence. We are currently seeking Corporate Finance professionals who are eager to influence the application of AI within financial workflows through specialized training.What We Seek:2–3 years of experience in Investment Banking or related Corporate Finance roles.Exceptional financial modeling and valuation capabilities in Excel.Meticulous attention to detail, coupled with strong summarization and written communication skills.Comprehensive understanding of financial statements, valuation techniques, and financial modeling.Proficient in data extraction and interpretation from filings, earnings reports, and investor presentations.Ability to produce structured analytical outputs with clear methodological explanations.Project Overview:Craft and develop financial analysis scenarios tailored to your expertise.Generate annotated financial models that clearly articulate analytical logic.Organize data extraction and analysis tasks from publicly available company materials.Assess AI-generated outputs for precision and quality.Commit to a minimum of 10 hours per week.Engage in a remote, asynchronous contract.Contribute to a groundbreaking research initiative with a leading AI laboratory, enhancing AI capabilities in corporate finance modeling.Primary Responsibilities:Design and evaluate complex financial scenarios and prompts to improve AI reasoning abilities.Construct, modify, and annotate financial models to illuminate key logic and decision-making processes.Review and validate tasks assigned with a high degree of accuracy.Ensure well-organized documentation and adherence to internal standards.Why Join Us?Play a pivotal role in shaping the future of AI in finance.Gain firsthand insights into the training and development of AI models.

About Mentis AI:Founded by former executives from Lazard and Partners Group, Mentis AI is headquartered in London and San Francisco. We integrate real-world expertise from finance, healthcare, and law into the training of AI models, effectively bridging the divide between human and artificial intelligence. We are currently seeking skilled Corporate Finance professionals eager to influence the application of AI in financial workflows through active AI training.Your Role:As an Associate, you will engage in exciting projects that require a keen understanding of corporate finance and investment banking, contributing significantly to the advancement of AI applications in finance.