Senior Investment Analyst

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 t…

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.

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.

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 based in the Bay Area and centers on guiding U.S. clients through complex financial planning. This advisor works directly with clients to design and implement multi-asset portfolios, develop tailored financial strategies, and support clients at each stage of their financial journey. Close collaboration with product specialists and other internal teams is essential for delivering effective portfolio solutions. What you will do Meet with clients to understand their financial goals, risk preferences, investment timelines, tax situations, and overall financial picture. Design personalized strategies and portfolios across equities, fixed income, alternatives, and structured products to fit client objectives. Oversee client portfolios by executing investment strategies, monitoring performance, and conducting regular reviews to ensure alignment with goals. Explain investment options, asset allocation, portfolio risks, performance measures, and market outlooks. Prepare market and investment materials as needed. Build and maintain strong client relationships through regular meetings, timely responses, and attentive service. Stay informed about capital market trends, economic developments, regulatory changes, new investment products, and competitor offerings to provide relevant advice. Ensure all advisory work complies with regulatory standards and fiduciary responsibilities. Collaborate with internal teams in operations, compliance, product, and research to deliver seamless service and enhance the client experience. Stay current on product offerings and participate in ongoing training.

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and insurance solutions. With a focus on generating attractive investment returns, KKR adheres to a patient and disciplined investment strategy while nurturing growth in its portfolio companies and communities. The firm sponsors investment funds that engage in private equity, credit, and real assets, and partners strategically with hedge fund managers. Additionally, KKR’s insurance subsidiaries provide retirement, life, and reinsurance products under the management of Global Atlantic Financial Group. Please note that references to KKR’s investments may include activities conducted by its sponsored funds and insurance subsidiaries.TEAM OVERVIEWEstablished in 2004, KKR Credit manages over $240 billion in assets and employs around 230 investment professionals. The Structured Credit team, part of the Leveraged Credit division, oversees more than $100 billion in assets under management, supported by a dedicated team of 50+ investment experts. For more information about KKR Credit, please visit https://www.kkr.com/businesses/credit.POSITION SUMMARYKKR is on the lookout for a dynamic Investment Analyst/Associate to join its Structured Credit Portfolio Management team in San Francisco. The successful candidate should possess 1-4 years of relevant experience and will be tasked with a range of responsibilities, including:• Recommending trades based on relative value or portfolio enhancement metrics, and presenting trade ideas and market updates to the investment committee.• Monitoring the performance of CLO portfolios and enhancing the internal analytical infrastructure that supports portfolio management.• Collaborating with traders, legal teams, and middle office personnel to ensure compliance with investment guidelines.• Conducting research on thematic topics in the structured credit and ABS sectors.• Executing pre-trade compliance checks and allocating trades according to portfolio guidelines.• Supporting the assessment of credit risk across various portfolios.• Coordinating with the research team to remain informed on sector news, earnings, and fundamental developments.• Addressing investor inquiries or ad-hoc requests from portfolio managers.

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 our dynamic team as a Corporate & Investment Risk Management Analyst in 2025! This program is designed for individuals eager to analyze financial risks and develop innovative solutions while gaining invaluable industry experience.

Join the prestigious Point72 Academy as an Investment Analyst in our 2026-2027 program designed for experienced professionals. This program provides a unique opportunity to enhance your analytical skills, gain insights into investment strategies, and collaborate with seasoned experts in the financial sector.At Point72, you will immerse yourself in a dynamic learning environment that challenges you to think critically and creatively. Our commitment to excellence and innovation sets us apart, providing you with the tools and resources necessary to thrive in the competitive world of finance.

Join Aeris PartnersAeris Partners stands at the forefront of the M&A investment banking space, specializing in software, SaaS, and other rapidly evolving technology sectors. We provide strategic advisory services to top-tier private equity and venture capital firms, as well as innovative entrepreneur-led companies, guiding them through critical mergers and acquisitions. Renowned for our unparalleled M&A execution and data-driven methodologies, we consistently achieve exceptional outcomes while nurturing a workplace culture that champions collaboration, inclusivity, and entrepreneurial spirit.Analyst Role OverviewWe are in search of driven and ambitious Analysts for our San Francisco office, looking to start immediately. At Aeris, Analysts are entrusted with significant responsibilities, managing key deliverables and collaborating closely with seasoned bankers on active deal teams to achieve outstanding client results. Our focus on technology enables Analysts to deeply engage with the broader tech landscape while regularly interacting with industry executives and investors.Aeris offers an exceptional 4-week training program for all new Analysts, combining specialized M&A training tailored to the technology sector with live project work. This hands-on approach ensures meaningful skill development that extends beyond just tech M&A. Our culture encourages proactive responsibility, fostering continuous learning and career growth throughout the training period.Ideal Candidate ProfileWe seek candidates who are passionate about analytical thinking, finance, corporate strategy, and financial valuation. Strong leadership qualities, a robust work ethic, and a genuine interest in the technology sector are essential. While prior investment banking experience is advantageous, we encourage applications from all candidates with impressive academic backgrounds and demonstrated leadership abilities.

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.

Position OverviewJoin Callan's dynamic Client Report Services (CRS) team as a Senior Analyst, based in either our Portland, OR or San Francisco, CA offices. As a pivotal member of a leading independent investment consulting firm, you will play a crucial role in delivering insightful investment measurement reports to some of the most sophisticated institutional investors across the United States, including pension funds, endowments, foundations, insurance companies, and healthcare organizations. We are looking for candidates who possess a passion for investments, strong analytical capabilities, and exceptional project management skills, along with a commitment to fostering strong relationships with both clients and colleagues. Hybrid Work Schedule: This role requires a hybrid work model, with an expectation of being in the office one to two days a week. As a Senior Analyst, you will generate key investment measurement reports that deliver critical insights into client portfolio performance. This position will allow you to refine your expertise in investment reporting, understand the specific needs of large institutional investors, and develop essential skills for advancing your career. · Collaborate with over 20 investment professionals within the CRS group to produce comprehensive investment reports for approximately 10 large institutional clients, utilizing proprietary systems and third-party data sources. · Engage closely with Callan’s general consultants and clients as a key part of your responsibilities, while also mentoring junior analysts and contributing to team projects and enhancements. · Over time, you will be encouraged to develop a specialization based on your interests and skills in areas such as private equity, real assets, ESG, defined contribution, quality control, and software testing.

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.

About FaireAt Faire, we are revolutionizing the wholesale marketplace, driven by the belief that the future is local. Independent retailers worldwide are generating more revenue than major corporations like Walmart and Amazon combined, yet they often remain small in comparison. Leveraging cutting-edge technology, data analytics, and machine learning, we connect this vibrant community of entrepreneurs, empowering them to discover the finest products globally for their boutiques. Our mission is to equip small businesses with the tools and insights necessary to compete against retail giants and online behemoths.By championing the growth of independent retailers, Faire is making a significant economic impact in local communities around the globe. We seek intelligent, resourceful, and passionate individuals to join our efforts in promoting the shop-local movement. If you share our belief in the power of community, we invite you to be a part of ours.About this roleAs a vital member of the tax team, you will provide critical support in areas of income tax provision, direct and indirect tax compliance, and process enhancements to scale our tax operations. This role requires collaboration across departments and the ability to manage multiple priorities in a dynamic environment. You will report directly to the Head of Tax Reporting and Compliance.

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

COMPANY OVERVIEWKKR is a premier global investment firm renowned for its expertise in alternative asset management, capital markets, and insurance solutions. Our mission is to deliver exceptional investment returns through a disciplined approach, leveraging world-class talent, and fostering growth within our portfolio companies and the communities we serve. KKR sponsors investment funds focused on private equity, credit, and real assets, while also partnering with hedge fund managers. Our insurance subsidiaries provide retirement, life, and reinsurance solutions managed by Global Atlantic Financial Group. Please note that references to KKR’s investments may encompass activities of our sponsored funds and insurance subsidiaries.TEAM OVERVIEWWithin KKR, the Leveraged Credit platform employs a fundamental, bottom-up research methodology to manage and invest over $45 billion across diverse asset classes and return profiles. Our team is involved in all facets of the investment process, including idea generation, thorough research and due diligence, financial modeling, and delivering presentations to the Investment Committee. Additionally, we actively collaborate with KKR’s Private Credit platform, KKR Capital Markets, and KKR Private Equity to exchange insights and industry diligence.POSITION SUMMARYWe are seeking enthusiastic and motivated candidates for our Leveraged Credit team in San Francisco. Ideal candidates will possess 0-4 years of experience in asset management, investment banking, equity/credit research, or a related field, along with a genuine passion for investing and a solid comprehension of fundamental business analysis.Successful individuals will engage in a variety of responsibilities, including:• Analyzing industry trends and pinpointing investment themes• Contributing to essential diligence workstreams• Conducting business analysis across a wide range of companies and industries• Developing financial models• Identifying relative value and analyzing securities throughout the capital structure• Evaluating deal terms and covenant structuresCRITICAL COMPETENCIES FOR SUCCESS• Strong technical skills with proven investment instincts, analytical capabilities, and proficiency in finance, accounting, and modeling• Demonstrated experience in financial reporting, creation of investor materials, and analysis of performance trends and KPIs• Motivation and a proactive approach to learning and development.

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.

Why join usAt Brex, we are redefining the way businesses manage their finances through our AI-powered spend platform. Our integrated corporate cards, banking services, and global payment solutions empower companies to spend confidently. Serving tens of thousands of businesses from startups to large enterprises, including notable names like DoorDash, Flexport, and Compass, we help organizations proactively control their spending, cut costs, and enhance efficiency on a global scale.Joining Brex means embracing challenges, pushing boundaries, and collaborating with some of the most innovative minds in the industry. We are dedicated to fostering a diverse and inclusive team culture, where your potential is only limited by your aspirations. We provide the tools, resources, and support necessary for you to advance your career.Data at BrexThe Data organization at Brex is responsible for generating insights and building the data infrastructure that supports various teams, including Sales, Marketing, Product, Engineering, and Operations. Our Data Scientists, Analysts, and Engineers work collaboratively to ensure that data and the insights derived from it are a crucial asset for our company.What you’ll doAs a Senior Data Analyst (DA III), you will take ownership of the complete analytics lifecycle for designated business areas at Brex. You will go beyond merely creating dashboards; your role will involve framing the right questions, designing comprehensive analyses, utilizing statistical methods, and presenting your findings as actionable recommendations to leadership. Additionally, you will play a pivotal role as a technical leader within the Data Analytics team, mentoring junior analysts and establishing standards and best practices to enhance the quality of our work.This position integrates analytics, analytics engineering, and business strategy. You will work within a modern data stack environment and collaborate closely with Data Scientists, Data Engineers, and senior organizational leaders.Where you’ll workThis position is based in our San Francisco office. We embrace a hybrid working model that combines the vibrant energy of in-office collaboration with the flexibility of remote work. Currently, we require a minimum of three coordinated in-office days each week (Monday, Wednesday, and Thursday), along with the benefit of up to four weeks of fully remote work each year!ResponsibilitiesOversee the analytics lifecycle for your assigned business areas, from problem identification and data sourcing to analysis, insight generation, and stakeholder presentations.

Role overview haus is seeking a Senior Data Analyst based in New York, San Francisco, or Seattle. This position focuses on using data analysis to guide business strategies and decisions. Collaboration is central, with the analyst partnering across teams to transform complex data into clear, practical recommendations. What you will do Examine data to identify trends that impact the direction of the business Pinpoint opportunities to improve processes using data-driven insights Deliver timely analysis to support decisions across several departments Collaborate with cross-functional teams to make data accessible and useful Locations New York, NY San Francisco, CA Seattle, WA