Location: Dallas, USA; New York, USA; Orlando, USA
We are looking for a hands-on Lead Python Engineer / Technical Architect to act as the senior technical member of a small engineering team.
The role combines Python development, AWS architecture, technical leadership, and direct collaboration with business stakeholders. The successful candidate will design and implement scalable solutions, modernize existing applications, establish engineering standards, and mentor junior and mid-level developers.
The successful candidate will be able to move effectively between business discussions, solution design, architecture, development, code review, and mentoring, applying pragmatic technical leadership and excellent stakeholder communication to transform business-developed applications into robust, scalable, and maintainable engineering solutions.
This is not a purely architectural or managerial role. The successful candidate is expected to remain actively involved in solution design, coding, code reviews, and delivery.
This is a hybrid position requiring onsite presence at the client’s Chicago office 3 days per week.
The estimated salary range for this position is $190,000 to $210,000 per year.
Lead solution architecture and technical design activities
Design, develop, and maintain production grade Python applications
Refactor and modernize applications originally developed by business teams
Design scalable, resilient, secure, and observable AWS native solutions
Contribute to data architecture and solutions based on modern cloud data platforms (Snowflake preferred)
Define engineering standards, design patterns, testing practices, and CI/CD processes
Conduct code reviews and support software quality, maintainability, and security
Collaborate with business stakeholders and subject matter experts to translate business needs into technical solutions
Work effectively in an environment with limited Business Analyst support
Mentor junior and middle level engineers and facilitate knowledge transfer across the team
Strong hands on Python development experience
Proven experience designing and building production grade applications
Strong AWS architecture and cloud engineering expertise
Previous experience as a Technical Lead, Lead Engineer, or hands on Architect
Experience modernizing or refactoring legacy or business developed applications
Strong SQL skills
Knowledge of software architecture and design patterns
Knowledge of API design and system integration
Knowledge of automated testing and quality engineering
Knowledge of CI/CD and version control
Knowledge of application security, monitoring, and observability
Experience with modern cloud data platforms (e.g. Snowflake, Redshift, Databricks, BigQuery)
Experience working with data intensive applications or analytics solutions
Strong stakeholder communication and requirements analysis skills
Experience mentoring and supporting junior and middle level engineers
Ability and willingness to work onsite in Chicago 2-3 days per week
Experience in Financial Services, particularly Asset Management, Investment Management, or Capital Markets
Experience with portfolio management, investment analytics, Fixed Income, or ETF solutions
Hands on Snowflake experience
Exposure to Aladdin, BNY, or comparable financial platforms and integrations
Experience modernizing applications developed by business analyst or quantitative teams
Familiarity with AI enabled software development, agentic workflows, or AI assisted SDLC
leadDallas, USA; New York, USA; Orlando, USA; This is a hybrid position requiring onsite presence at the client’s Chicago office 3 days per week
Location: Colombia
We are seeking an experienced Investment Banking Associate to support complex M&A transactions, financial analysis, and deal execution.
The ideal candidate has previous experience in investment banking, strategy consulting, transaction advisory, private equity, or corporate development. This role requires excellent financial and accounting knowledge, advanced presentation skills, strong attention to detail, and outstanding written and spoken English.
Key Responsibilities
Build complex financial models using historical financial statements, operating assumptions, and detailed projections.
Review financial statements for accuracy and compliance with applicable accounting standards, including U.S. GAAP.
Identify and correct accounting classifications and inconsistencies across financial reports.
Create detailed, polished, and visually compelling PowerPoint presentations.
Support all stages of M&A deal execution, including due diligence, financial analysis, marketing materials, and transaction documentation.
Draft clear, professional, client-facing materials in English.
Collaborate with internal and external stakeholders throughout transaction processes.
Use AI tools to improve research, analysis, document preparation, and overall workflow efficiency.
Manage multiple priorities and deliver accurate work under tight deadlines.
Requirements
3–5 years of relevant professional experience; candidates must have at least 2 years and no more than 10 years of relevant experience.
Direct experience with mergers and acquisitions.
Strong financial modeling and valuation capabilities.
Solid understanding of financial statements and U.S. GAAP.
Advanced PowerPoint skills and a strong eye for presentation design.
Excellent written and spoken English.
Strong analytical, organizational, and problem-solving skills.
High attention to detail and the ability to work independently.
Comfort using AI tools and learning new technology-driven workflows.
Based in Colombia, preferably Bogotá, although exceptional candidates in other locations may be considered.
Preferred Background
Candidates with experience in the following environments will be strongly considered:
Investment banking, particularly within an M&A team.
Strategy or management consulting involving M&A due diligence.
Transaction advisory or M&A accounting at an accounting firm.
Private equity investment or acquisition teams.
Corporate development or internal M&A strategy.
Ideal Candidate
You combine strong technical finance and accounting knowledge with excellent communication and presentation abilities. You can transform complex financial information into accurate models and compelling materials, exercise sound judgment, and contribute effectively throughout the entire deal lifecycle.
Benefits
Benefits
Competitive salary (USD)
Work From Home
Flexible hours
Location: San Francisco, CA | Seattle, WA
About Anthropic
Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
About the role
We are seeking a Director, Technical Accounting – Investments and M&A to join our Finance team at Anthropic. In this role, you will own the company's accounting for strategic investments, partnerships with investment components, and related capital transactions, and support mergers and acquisitions when deal volume requires. You will report to the Senior Director, Technical Accounting – M&A and Investments.
As Anthropic continues to scale rapidly and deploy capital into strategic investments, joint ventures, and novel commercial structures, including compute arrangements that carry warrants and other investment features, you will be a key technical resource on classification, consolidation outcomes, fair value, and financial statement impact across the portfolio. You will partner closely with Corporate Development, Legal, Tax, Treasury, FP&A, and leadership to ensure that investment economics are accurately reflected under US GAAP and that positions are defensible to external auditors, valuation specialists, and future regulators.
This is a builder role: you'll help stand up and continuously sharpen the portfolio accounting process, controls, and valuation governance expected of a world class finance organization, working alongside the Senior Director as the function takes shape. If you want to own a portfolio end to end — and still be in the room when deals are shaped — we want to hear from you.
Responsibilities
Execute technical accounting for strategic investments, joint ventures, partnership structures, and related financing/equity instruments from entry through exit
Partner with and influence Corporate Development to steer investment structures toward preferred terms and outcomes, reviewing term sheets and deal documents before signing
Own entry accounting for each new investment — classification under ASC 321, 323, or 810, VIE/primary-beneficiary analysis, basis differences, and the initial measurement memo
Run the quarterly portfolio review — reconsideration events, impairment indicators, observable price changes, and equity method pick-ups — and account for follow-on investments, conversions, down rounds, and exits
Own the investment rollforward, its reconciliation to the general ledger, and the portfolio reporting that supports close, FP&A, and leadership, including review of portfolio company financial statements
Manage third-party valuation specialists; review fair values of investments, warrants, and derivative features, including Level 3 inputs and impairment analyses
Assess warrants, equity rights, and other investment components embedded in partnerships and compute arrangements, partnering with Accounting Policy on how consideration is allocated
Support M&A transactions alongside the M&A lead when deal volume requires — accounting due diligence, purchase accounting (consideration measurement, PPA review, opening balance sheet), and measurement-period adjustments
Author and defend technical accounting policies & memoranda; partner closely with external auditors on investment, consolidation, and M&A matters
Help build the investments operating model — intake form and approval gates, memo templates, quarterly checklists, and SOX-ready controls — designed to scale as the portfolio grows including utilizing Claude, ERP systems and third party applications (as applicable)
Prepare and review investment and transaction disclosures for quarterly and annual filings, including fair value, equity method, and VIE disclosures
Present investment accounting conclusions and financial statement impacts to leadership and cross-functional stakeholders in clear, decision-ready terms
Monitor standard-setting and SEC developments affecting investments, consolidation, and business combinations; support adoption and cross-functional education
Minimum qualifications
Bring significant Big 4 experience — ideally in a National Office, Transaction/Deal Advisory, or Capital Markets/Accounting Advisory group — paired with in-house experience at a technology company and public accounting or advisory experience
Proven experience leading complex valuations (e.g., business combinations, equity and debt investments, warrants and other Level 3 instruments), including directing and challenging the work of third-party valuation specialists
Have owned the accounting for a portfolio of minority/strategic investments, including quarterly impairment and fair value monitoring and at least one investment of meaningful scale or complexity
Possess deep command of US GAAP for investments in equity securities, equity method, consolidation and VIEs, fair value measurement, and business combinations, with a track record of positions that withstand auditor and regulator scrutiny
Are fluent in valuation concepts and can direct and challenge third-party specialists on private company fair value, warrant/option pricing, impairment, and PPA models
Have operated within an investments-accounting or deal-accounting function, contributing to playbook and controls design
Communicate effectively with Corporate Development, Legal, and Tax on structuring trade-offs, translating technical conclusions for cross-functional and senior stakeholders
Demonstrate exceptional written and verbal communication, translating complex investment and deal accounting into clear business implications
Excel at hands-on technical execution in a fast-paced, ambiguous environment, shifting between portfolio work and live deals as priorities change
Are proficient with accounting systems (Workday preferred), consolidation tools, and advanced Excel/modeling
Curious about and quick to adopt new AI tools, including Claude and Claude for Finance
Preferred qualifications
Have 10+ years of progressive accounting experience, including 4+ years owning strategic investment, equity method, or consolidation accounting end-to-end
Have deep, practitioner-level expertise in one or more of the following:
Investments in equity securities, equity method, and consolidation (ASC 321, 323, 810), including VIE/primary-beneficiary analysis, basis differences, and the measurement alternative
Fair value measurement, derivatives, and embedded features (ASC 820, 815, 825), including warrants and Level 3 inputs for private company investments
Business combinations and asset acquisitions (ASC 805), including contingent consideration and step acquisitions
Collaborative arrangements and consideration exchanged in commercial deals (ASC 808, 606)
Hold an active CPA license
Have built an investment accounting process from the ground up, including intake, quarterly monitoring, and SOX-compliant controls over non-routine/complex transactions
Have prepared or reviewed investment disclosures in SEC filings, including fair value hierarchy, equity method, and VIE disclosures
Have experience with novel AI/technology structures — investments bundled with compute or commercial agreements, warrants received from customers or vendors, revenue-share partnerships, and strategic investor rights — and are passionate about leveraging AI to automate portfolio monitoring, memo drafting, and close
Deadline to apply:
None. Applications will be reviewed on a rolling basis.
The annual compensation range for this role is listed below.
For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.
Annual Salary:
$230,000
—
$300,000 USD
Logistics
Minimum education:
Bachelor’s degree or an equivalent combination of education, training, and/or experience
Required field of study:
A field relevant to the role as demonstrated through coursework, training, or professional experience
Minimum years of experience:
Years of experience required will correlate with the internal job level requirements for the position
Location-based hybrid policy:
Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship:
We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
For roles performing work in California:
We will consider for employment all qualified applicants, including those with arrest or conviction records or criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
We encourage you to apply even if you do not believe you meet every single qualification.
Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
Your safety matters to us.
To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. In some cases, we may partner with vetted recruiting agencies who will identify themselves as working on behalf of Anthropic. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any links—visit
anthropic.com/careers
directly for confirmed position openings.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact — advancing our long-term goals of steerable, trustworthy AI — rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us!
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues.
Guidance on Candidates' AI Usage:
Learn about
our policy
for using AI in our application process.
Задачи:
— Управление и оперативное реагирование на запросы клиентов высокого уровня через Slack, обеспечение быстрой, профессиональной и чёткой коммуникации по вопросам платформы и сервисов.
— Мониторинг и управление публичными отзывами на платформах, таких как Trustpilot.
— Формулирование стратегических ответов для улучшения онлайн-репутации компании и координация внутренних усилий по поддержанию рейтинга 5 звёзд.
— Исследование, поиск и взаимодействие с новыми инфлюенсерами и контент-криэйторами в сферах трейдинга, криптовалют и финансов для поддержки маркетинговых инициатив.
— Отслеживание эффективности текущих кампаний с инфлюенсерами, составление регулярных отчётов и предоставление операционных инсайтов внутренним командам.
— Поддержка исполнительного руководства, включая административные задачи, аудит внутренних рабочих процессов и выполнение различных оперативных проектов по запросу.
Требования:
— Опыт 2-3 года в операционной деятельности, клиентском успехе, управлении аккаунтами или поддержке руководства.
— Предпочтение кандидатам с опытом или глубоким пониманием финансов, финтеха, криптовалют или проп-трейдинга.
— Отличные письменные и устные навыки английского языка.
— Высокий уровень владения Slack, Google Workspace (особенно продвинутыми таблицами), Notion и современными CRM-системами.
— Знание систем управления репутацией, особенно платформы Trustpilot.
— Проактивность, стрессоустойчивость, способность работать самостоятельно в удалённой или гибкой среде.
Условия:
— Конкурентная ежемесячная зарплата, соответствующая международным стандартам финтеха.
— Прямое наставничество и карьерное ускорение от опытной финансовой команды.
— Гибкая, современная рабочая среда с использованием передовых инструментов для совместной работы.
— Бонусы, основанные на эффективности работы и росте маркетинга.
— Медицинская страховка и бюджет на профессиональное развитие.
Location: London
About us
The Financial Times is one of the world’s leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.
At the FT, curiosity thrives and ambitious thinking is rewarded. Here, you’re given the chance to reach millions, create work that matters and deliver impartial journalism in a polarised world.
In our warm, collaborative culture, you’ll connect with a diverse community of experts who support your growth, career aspirations and wellbeing.
Your future at the FT will be filled with opportunities that challenge and inspire you. With no fixed path, you’ll discover new skills and forge a career that can take you anywhere.
Build a newsworthy career at the FT.
Our commitment to diversity, equity and inclusion
We believe in the power of unique perspectives and want all voices in our organisation to be heard, respected and valued. A supportive workplace is one where employees feel they can be themselves and operate to their full potential. We are committed to removing barriers for everyone, with a focus on addressing those faced by underrepresented groups.
The role
Corporate development is a central part of the Financial Times Group’s growth strategy. Corporate Development & Investments (“CD&I”) is a small but high profile function reporting jointly to the FT CFO and the Honorary Chairman of the FT and Special Executive Adviser to Nikkei.
The team is responsible for M&A (FT Group and Nikkei outside of Japan), FT Ventures (FT's Corporate Venture arm) and associated Strategic Partnerships, FT Portfolio Management, and internal investments assessments.
We are looking for a Corporate Development & Investments Manager who is an innovative, creative, analytical and strategic thinker who can demonstrate passion about the future of our businesses. The ideal candidate enjoys solving problems and working alongside others, can take direction but is also proactive and is willing and able to work under their own initiative. It is essential that the candidate is a team player, is able to build strong professional relationships and has excellent communication skills. The role will involve significant exposure to the FT’s and Nikkei’s leadership team and various functions throughout the FT and Nikkei Group, and so an ability to establish credibility in working with senior management is essential.
Key responsibilities
The Manager will be supporting the Corporate Development & Investments team with:
Sourcing corporate development opportunities - including acquisition and investment target sourcing;
End-to-end contribution to M&A, FT Ventures investments and disposals - including business valuation modelling, business plan analysis and pricing, due diligence and transaction coordination, and contract negotiation;
Leading the financial and valuation analysis of business opportunities and, applying critical thinking to the business case and how it progresses the FT and Nikkei’s strategies;
Leading portfolio review projects and reviewing investment proposals;
Leading thematic research projects and portfolio management;
Mentoring more junior team members; and
Preparation of board papers and any documentation required for CFO, CEO, FT Board and Nikkei approval processes.
Required skills and experience
The ideal candidate will have strong core technical skills acquired during active participation in M&A transactions, particularly with respect to financial modelling;
Candidates will have at least 8 years relevant experience gained working in an investment bank or M&A advisory firm, the corporate finance division of a large accounting firm, a private equity or venture capital investor or within the M&A/ Corporate Finance/ Corporate Development function of a corporate organisation;
Buy-side experience is essential;
Strong undergraduate degree, ideally in economics, business, finance, law or accounting;
Highly numerate and confident and experienced in financial modelling, valuation analysis and business plan and commercial analysis;
Proven analytical and business and problem solving skills, with the ability to apply financial analysis to commercial issues;
Excellent attention to detail, commitment to the job and a strong results-driven work ethic;
Strong strategic acumen, and understanding of FT and Nikkei and the industries within which they operate;
Demonstrable end to end transaction experience;
Excellent English oral and written communication skills;
Confident working under own initiative as well as ability to collaborate well and work with others;
Ability to balance taking initiative with strong communication and collaboration across the team;
Proficient in Microsoft Word, Excel and PowerPoint and Google Suite; as well as use of AI tools.
Desirable
Venture investing experience
Strategy experience
APAC M&A experience and network
What's in it for You?
Our benefits vary by location but we are committed to providing best-in-class perks across all our offices. These include generous annual leave, medical cover, inclusive parental leave packages, subsidised gym memberships and opportunities to give back to the community. Full details of our benefits are available here.
We currently operate a hybrid model which requires staff to work onsite 50% of the time, subject to role requirements & regular review. While flexible working requests will be considered, not all patterns are suitable for all roles. We believe this balanced approach supports flexibility and protects our culture, making collaboration and communication easier, building stronger relationships and team cohesion, and supporting peer learning. We reserve discretion on reasonable notice to change this approach either generally or for specific individuals or teams.
Accessibility
We are a disability confident employer and Valuable 500 signatory.
Please let us know if you require any reasonable adjustments/personalisation as part of the application process or to enable you to attend an interview. If you would like to discuss your requirements or have any questions, email
talent@ft.com
and a member of our team will be happy to help.
Further information
At the FT, we embrace innovation and the use of technology and appreciate that individuals may leverage AI tools as part of their job application process. Whilst we are happy for you to use AI to assist with your application, it is essential that all information provided is authentic and accurately represents your skills, experience, and qualifications.
Candidates should be aware that the use of AI throughout the application process may be monitored to ensure a fair and transparent hiring process for all.
Please beware of fraudulent job postings and offers claiming to be from the Financial Times. All legitimate opportunities will direct you to apply through the official Financial Times careers site, and the FT will never ask for financial information, payments, or referrals to third parties during the hiring process. If you have any concerns about the legitimacy of a job posting or suspect any scam activity, please contact
talent@ft.com
.
Please answer the application questions below.
Location: India
Workplace: Remote
INVESTMENT BANKING AI RESEARCHER
(Pitch Books, Deal Decks)
Full time | Remote — India
ABOUT US
Aptura is a London-based company working on understanding how AI is changing professional work. We look closely at how finance and advisory professionals actually work, and where AI helps or falls short. The company was founded by people with backgrounds at Lazard, McKinsey and Partners Group.
ROLE DESCRIPTION
We are looking for Subject Matter Experts from investment banking who have spent years building pitch books, teasers and deal decks. You know what a client-ready slide looks like, and how far most AI output still is from it.
You have used AI tools on your own work and been frustrated by the mistakes they make, or you simply want to find out how good they really are.
You will turn that experience into realistic PowerPoint tasks that test how well AI do the deck work of a junior banker.
RESPONSIBILITIES INCLUDE
- Writing realistic PowerPoint tasks drawn from your own deal work: building decks from source documents, filling corporate templates, rolling decks forward and making precise edits
- Working through each task yourself so there is a clear, correct answer
- Writing a yes-or-no checklist precise enough that an AI grader can mark any attempt against it
NECESSARY SKILLS INCLUDE
- 2+ years in M&A, ECM, DCM or leveraged finance at a bank or advisory boutique
- Deep hands-on PowerPoint: native charts, tables and corporate templates
- Ability to define what a correct deck looks like precisely enough for someone else to grade against it
- Clear writing. Tasks must be written by you, not by AI tools
- Attention to detail, and willingness to learn concepts in AI and data
HOW IT WORKS
1. Apply with your details and CV. After applying, verify your email and choose an available 30-minute group walkthrough call. You can book immediately; there is no application-approval step before booking.
2. Attend the walkthrough and enter the code shared by the host at the end of the call to unlock your task workspace.
3. Create one original task from your own work in about 45 minutes. Submit the brief, the actual input files needed to complete it, a written expected result and at least five binary rubric checks, each with one skill tag. Input-file uploads are compulsory.
4. Write the brief and rubric yourself, without AI drafting, rewriting or polishing. Input materials must also be human-authored. Use only materials you are authorised to share, with confidential employer or client information removed.
5. Submit through your account for automated screening and team review. Follow any request for revisions in your account. Completing onboarding does not guarantee a job offer; selection remains subject to review.
LOCATION
Remote — India
Открыт набор на стажировку для начинающих специалистов в Discover Invest Global по направлениям: графический дизайнер, SMM-менеджер, оператор / видеомонтажёр, менеджер по проектам (маркетинг и реклама).
Что вы получите:
— официальную стажировку от 3 месяцев
— обеды за счёт компании
— обучение и работу над живыми проектами
— карьерный рост и шанс остаться в команде
— возраст от 18 лет
Задачи:
— Оценка новых инвестиционных возможностей в РФ и странах СНГ
— Сорсинг M&A-сделок, координация кросс-функциональных команд с использованием внутренних ресурсов фонда и внешних консультантов
— Мониторинг деятельности существующих портфельных инвестиций
— Прочие ad hoc проекты
Требования:
— 1-3 года опыта в инвестиционных банках (bulge bracket, Sber, VTB), консалтинговых компаниях (ex-MBB), крупных инвестиционных фондах или семейных офисах
— Сильные аналитические способности, самостоятельность, стрессоустойчивость, обучаемость
— Свободное использование AI в ежедневных задачах
— Образование: финансовое или техническое в ВШЭ, РЭШ, МГУ, МФТИ, МГИМО, Финансовый Университет
— Свободный английский язык
— Самостоятельность, нацеленность на результат, высокие коммуникативные навыки и аналитические способности
Location: Berlin
Workplace: Hybrid
ABOUT US:
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.
ABOUT THE ROLE:
The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success. Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started.
As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us and build out our Embedded Investments segment. All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.
Embedded finance is a €100bn+ opportunity in the EU and UK by 2030 and is rapidly expanding beyond payments and lending. Investments are the next frontier: payment apps, online retailers, social networks, telecoms, spend management, and a new generation of AI platforms just to name a few all reach millions of users who expect financial services to be simple and frictionless. For them, embedded investing is a new revenue stream and a powerful way to strengthen engagement and loyalty. In Europe, this market is largely untapped.
In this role, you will work directly with our Director of Growth Alexander Reichhardt https://www.linkedin.com/in/alexander-reichhardt-87b6a9b0/ to open that market for Upvest. You will sell to companies who have not launched an investment products before, which means translating what our Investment API does into their language: product, growth, and user engagement. This is an opportunity to build a segment from the ground up, own sizeable client relationships from first contact to signature, and accelerate Upvest's path to 100m+ end users.
WHAT YOU’LL DO:
- Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
- Build our embedded pipeline across Europe by identifying and opening platforms outside traditional financial services, from consumer apps, retailers and telecoms to B2B software and AI platforms
- Build the business by consultatively understanding our clients' needs and developing compelling sales materials that communicate the Upvest value proposition effectively to product, growth and commercial stakeholders
- Shape our embedded proposition together with Product, Solutions Engineering and Partnerships by bringing back what plug-and-play needs to mean for clients without in-house investment expertise
- Build and maintain strong client and industry relationships through regular client calls and networking events
- Enable a seamless client onboarding experience via effective communication with our implementations team
WHAT YOU BRING:
- Experience: You have 2–4+ years of experience in sales, partnerships, or business development, ideally in a B2B environment, with experience working with API-based products and exposure to financial services. Alternatively, you have 2–4+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services sector
- Closing track record: You have successfully taken complex commercial or partnership deals from initial discussions through to signature and launch, ideally with a track record of consistent quota attainment. You are seeking an individual contributor role and are genuinely motivated by selling and closing deals rather than managing a sales team
- Industry Exposure: You have previous experience in financial services, with a strong interest in software- and infrastructure-as-a-service products (e.g., BaaS and embedded payments), and a genuine curiosity about investments and securities trading
- Client-centric sales: You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs'
- Modern, AI-enabled selling: You work data- and KPI-driven, apply clear qualification frameworks to allocate your time, and use AI actively to increase your coverage and throughput
- Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, from product and growth teams to legal, risk and compliance, and are not afraid to challenge assumptions internally or externally.
- Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches.
- Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation.
IT’S GREAT IF YOU ALSO HAVE:
- Experience selling to banks or wealth managers
- Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape
- Professional Network: Strong professional network in the investment industry
- Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2 or native)
HOW WE UPVEST IN YOU:
- Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market
- Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits
- Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
- Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it
- Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program
- Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements
- Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies
OUR VALUES:
- Make it easy for others. We simplify the complex and act with the best intentions
- Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection
- Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together
- Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Location: Remote (Canada); Remote (US)
Workplace: Remote
BUILD SOMETHING PEOPLE LOVE
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
ABOUT THE ROLE
We're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.
This isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.
WHAT YOU'LL DO
- Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.
- Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.
- Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.
- Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.
SKILLS YOU BRING
- 7+ years in content design or UX writing at a senior or staff level.
- A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.
- Experience working with AI to increase your impact or empower others.
- Experience developing content standards, or integrating product content best practices and guidelines into a design system.
- Ability to think strategically about content and design while also executing on the details at a tactical level.
- Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.
- Experience empowering others through mentorship, coaching, and sharing best practices + techniques.
- Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.
- A great collaborator and listener who loves to work together to understand and solve client problems.
WHAT TO SEND US
- A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.
WHY WEALTHSIMPLE?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Location: New York, New York, United States
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with bank issuers and clients.
Responsibilities
Conduct calls to set appointments for licensed sales professionals.
Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
Make 50+ outbound calls per day.
Learn financial markets and portfolio strategies.
Assist senior sales professionals within assigned territory.
Effectively partner with the external wholesaler and the regional distribution team.
Utilize contact management systems to capture information and schedule follow up activities.
Prepare for and pass necessary licenses.
Qualifications
Bachelor's degree is required
0-2 years of relevant experience
Sales and client service experience, within the financial services industry is a plus
Excellent relationship, follow-up, and communication skills
General knowledge of the financial services industry
Motivated, mature, trustworthy, and a team player
Highly organized and able to prioritize in a fast-paced environment
Knowledge of private markets, structured products, and options is a plus
Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date
Benefits
The base salary range for this role is $60,000 to $65,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Kuala Lumpur, Malaysia
Workplace: Remote
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
THE ROLE
You will run the day-to-day back office for the investment business: processing client transactions from instruction through to settlement, keeping position and cash records accurate, and producing the reporting our institutional clients rely on. You will work closely with Finance, Compliance and the Bank's external counterparties, and report to the Head of Asset Management.
WHAT YOU WILL DO
- Process client transactions across their full lifecycle, from instruction and confirmation through to settlement and maturity.
- Reconcile positions and cash daily against counterparty records, and investigate and clear breaks.
- Calculate month-end client yield and fee accruals, and reconcile them to counterparty reporting.
- Prepare monthly client statements, with a four-eyes check before release.
- Support the Bank's collateral custody service, including asset movements, client instructions and periodic reporting.
- Maintain client records and supporting documentation, and respond to client, counterparty and audit queries.
- Keep operating procedures current, flag operational and regulatory risks early, and help move manual steps into the Bank's back-office tooling.
WHAT WE ARE LOOKING FOR
- One to four years in an operations, finance, fund administration or client servicing role at a bank, broker, asset manager or fund administrator. Strong candidates from adjacent backgrounds will be considered.
- A careful, numerate approach - you notice when a figure does not tie, and you check before you send.
- Strong Excel skills and comfort working with large data files.
- Composure under month-end and reporting deadlines, and the judgement to escalate early.
- Clear written English for correspondence with counterparties and institutional clients.
- Discretion in handling confidential client information.
NICE TO HAVE:
- An understanding of securities settlement mechanics, fixed income or repo
- Exposure to digital assets or collateral management
- Experience with a custodian, prime broker or fund accounting platform
- Familiarity with client onboarding or tax documentation
- Experience documenting procedures or specifying requirements for operations tooling.
УдалённоKuala Lumpur, Malaysia; Strong candidates from adjacent backgrounds will be considered
Location: New York, New York, United States
About the Role
iCapital is seeking an Associate to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role will support the firm's efforts to deliver differentiated market insights while helping advisors and clients navigate an increasingly complex investment landscape through combining investment research expertise with data analytics capabilities. This individual will help to produce market commentary, supporting white papers and outlooks by building analytical models, and leveraging modern tools such as Python, AI-enabled research workflows, and financial datasets to enhance research efficiency and investment intelligence. This role will work at the intersection of macro trends, portfolio strategy, private markets, and innovation within a fast-growing fintech platform.
Responsibilities
Conduct macroeconomic, sector, thematic, and cross-asset research across public and private markets, including equities, fixed income, currencies, commodities, private equity, private credit, real estate, infrastructure, and hedge fund strategies.
Track policy developments, capital flows, fundraising activity, valuations, and secular themes such as artificial intelligence, energy transition, demographic shifts, and deglobalization to identify investment opportunities and market signals.
Research, draft, and support the production of market commentary, quarterly outlooks, thematic reports, white papers, executive presentations, advisor education materials, and thought leadership content for internal and client-facing audiences.
Build and maintain financial models, quantitative analyses, and investment dashboards utilizing Excel, Bloomberg, Python, and other analytical tools.
Leverage data analytics, AI-enabled research tools, alternative data sources, and large market datasets to generate investment insights, improve research processes, and support strategic decision-making.
Partner with investment teams and senior leadership to frame research questions, synthesize complex information, and deliver executive-ready insights under tight timelines.
Assist in establishing scalable and repeatable research processes while maintaining a comprehensive knowledge base of market, thematic, and private markets intelligence.
Qualifications
2-4 years of experience in investment banking, private markets, alternatives, asset management, investment research, or investment strategy
Demonstrated research experience across public or private markets, with a strong interest in alternative investments and portfolio construction
Strong understanding of private markets, including private equity, private credit, real estate, infrastructure, and hedge fund strategies
Experience with data analytics, quantitative research, and financial modeling
Working knowledge of Python and its application to financial analysis, data visualization, automation, and investment research
Familiar with AI-powered research tools, machine learning concepts, or modern analytical workflows is preferred
Knowledge of PitchBook, Preqin, Macrobond, FactSet, Bloomberg or similar market and alternative investment data platforms is preferred
Able to work under tight deadlines, manage multiple priorities, and maintain exceptional attention to detail
Strong written and verbal communication skills, with the ability to translate complex investment and data-driven insights for a variety of audiences
Comfortable crafting executive-level presentations and client-facing materials
Passion for global markets, private markets, innovation, and emerging technologies
Strong quantitative, analytical, and problem-solving capabilities
Benefits
The base salary range for this role is $90,000 to $130,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: San Francisco, CA | New York City, NY | Seattle, WA
About Anthropic
Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
About the role
Anthropic is seeking a Director, Investments & Liquidity to join our Treasury team. This is a foundational role on a quickly growing Treasury team. As we experience exponential growth, you will be instrumental in ensuring optimal capital allocation, protecting our financial assets, and establishing the policies and infrastructure needed to support our expanding global operations.
The work spans strategy and execution: owning the capital planning framework and investment policy, standing up in-house trading infrastructure, and overseeing external managers. Reporting to the Head of Investments & Markets, you will partner closely with teams across Finance, Legal, and Accounting to achieve these objectives.
You will build AI-native investment workflows: apply AI tools to portfolio analytics, manager and counterparty monitoring, IPS compliance, interest income forecasting, and executive reporting, partnering with Finance, Engineering, Data, and FinSys, with controls, documentation, and auditability built in.
Key responsibilities
Own and optimize Anthropic's external investment program, including money market funds, bank deposits,and separately managed accounts
Monitor external manager performance and maintain a manager bench with clear performance reporting
Design and build an in-house investment program, including direct fixed income trading capability, trade infrastructure, and custodian connectivity
Develop and operationalize a capital planning framework across operating and strategic liquidity tiers
Design and maintain the investment policy statement, Treasury policies, and SOX-ready investment controls
Build CFO-ready management reporting covering portfolio performance, policy compliance, and risk exposures
Minimum qualifications
Deep expertise in corporate cash investment strategy, developed in Treasury, corporate finance, or fixed income portfolio management
Experience with an in-house investment program, including direct fixed income trading
Hands-on experience with SMAs, investment policy design, capital allocation frameworks, and external manager oversight
Experience developing and implementing Treasury policies and SOX-ready controls
Demonstrated operational readiness at scale, with comfort being personally accountable for large, time-sensitive cash movements
Familiarity with the Investment Company Act of 1940 and relevant exemptions
Preferred qualifications
10+ years of relevant experience in Treasury, corporate finance, or fixed income portfolio management
Experience in a high-growth technology environment
Experience standing up in-house trading capability and trade infrastructure, including order management systems and custodian connectivity
Familiarity with integrating cash forecasting into investment laddering
FX/derivative trading experience to act as back up trader for risk team
CFA charter
The annual compensation range for this role is listed below.
For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.
Annual Salary:
$230,000
—
$300,000 USD
Logistics
Minimum education:
Bachelor’s degree or an equivalent combination of education, training, and/or experience
Required field of study:
A field relevant to the role as demonstrated through coursework, training, or professional experience
Minimum years of experience:
Years of experience required will correlate with the internal job level requirements for the position
Location-based hybrid policy:
Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship:
We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
For roles performing work in California:
We will consider for employment all qualified applicants, including those with arrest or conviction records or criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act.
We encourage you to apply even if you do not believe you meet every single qualification.
Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
Your safety matters to us.
To protect yourself from potential scams, remember that Anthropic recruiters only contact you from @anthropic.com email addresses. In some cases, we may partner with vetted recruiting agencies who will identify themselves as working on behalf of Anthropic. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any links—visit
anthropic.com/careers
directly for confirmed position openings.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact — advancing our long-term goals of steerable, trustworthy AI — rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us!
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues.
Guidance on Candidates' AI Usage:
Learn about
our policy
for using AI in our application process.
Location: London, England, United Kingdom
EQT is looking for a Product Lead, Investment Value Stream — a product leader who combines strategic thinking with technical depth, and the credibility to partner with investment professionals, operating leaders, product development & engineering teams across the deal lifecycle. This role sits at the heart of EQT's ambition to become the leading AI-centric investment organisation.
About the Team
The Investment Value Stream (IVS) is the product and technology function supporting EQT's investment organization, covering the end-to-end lifecycle process. We serve investment professionals, committee members & executives across business lines and asset classes, including across deal services, operations & control functions
You will lead the product function for pre-deal and deal & relationship management activities within IVS, comprising a team of product managers, engineers and designers.
About the Role
Senior product leadership in EQT's Investment Value Stream, covering pre-deal intelligence, diligence & deal execution alongside end-to-end deal and relationship management.
The Head of IVS sets overall portfolio strategy with business line leadership; whereby you will own multiple products & initiatives formulating part of this view. Each requires coherent product visions, strategic & cross-product roadmaps, sequencing, engagement & communications plans, with consistent delivery of capabilities & value to the business.
Scope is deliberately open-ended and will likely expand over time, with much of the role centred on driving business process, tech & AI transformation at the core of EQT. Activities may span areas like sourcing and origination, research, diligence, Committee processes, deal management & relationship management workflows. This also includes knowledge and intelligence layers, supported by many AI agents, enterprise systems, data platforms, contracts & vendor relationships.
Strong value-based alignment with EQT's stakeholder groups is essential throughout.
What You'll Do
Own product strategy, cross-product initiatives and roadmaps across pre-deal, and deal & relationship management lifecycle; building clear objectives and measurement criteria
Driving transformation alongside product builds — programme & project management, process re-design, new ways of working, driving adoption across business lines
Arbitrate competing demand & objectives across business lines & stakeholder groups; creation of decision frameworks, optimization criteria and sequencing
Deep-dive selectively: take direct, hands-on product ownership of a capability when it requires a ramp-up, or when other strategic initiatives are blocked. Ability to also dive into technical data concepts including data modelling, pipelines, graphs and context management in conjunction with engineering teams
Represent the product portfolio & stakeholder interests in SteerCo and governance forums: contributing to core content, narrative development, and decision-making, whilst communicating impact with rigour
Key role in building out a stronger product organisation – coaching other team members, providing domain expertise, setting the bar on proactive relationship development, requirements discovery, prioritization, value quantification & delivery
About You
You are a product leader with a strong record of delivery on high-impact initiatives. Your experience dealing with senior stakeholders guides a strong sense of commercial acumen, analytical rigour, and technical depth to guide the deployment of AI. This profile requires building credibility with investment professionals and the engineering organization across the globe. You’ll also be equally adept managing communications, handling competing agendas, diving hands-on wherever tight deadlines demand it. Above all, you’re naturally curious on where technology can truly create value in private markets, with an underlying drive & collaborative mindset to make it happen.
What Good Looks Like
Working to the rhythm of PE investment cycles and demands on information velocity
Working openly across disciplines: sharing context early, inviting challenge, developing others
Synthesising complex information into coherent narratives with clear actions
Building standing partnerships with executives, deal teams and senior operational leaders
Owning product strategy, prioritization and roadmaps across multiple capabilities, business lines, products or streams
Owning delivery of AI-centric products, investment workflows and strategic agendas
Managing complex stakeholders and facilitating collaboratively across competing interests
Leading business and technology transformation at scale, including process redesign, cross-division programmes, data, systems AI integration
Contributing towards EQT’s strong sense culture of continuous improvement
What We Offer
EQT offers a rare opportunity to shape how one of the world's leading private markets firms applies AI at scale. You'll work alongside sharp minds in finance and technology, with the mandate and resources to build something genuinely impactful. We're committed to a high-trust environment where what you deliver matters more than tenure.
Compensation & Benefits Notice
We offer a competitive total rewards package including base salary, determined based on the role, experience, skill set, and location. Eligible employees may also receive discretionary incentive compensation, awarded in recognition of individual performance and company results. EQT provides a comprehensive benefits offering designed to support employee wellbeing, development, and work-life balance. Benefits include paid time off, parental leave, wellbeing and wellness support, flexible working arrangements, and learning and development opportunities. Benefits are effective from the first day of employment and may vary by location and role.
Inclusion at
EQT
Our vision for EQT employees is to build high performing & engaged teams. Our competitive edge comes from fostering an environment where every individual feels valued, empowered, and motivated to drive business impact. Our commitment to inclusion is not just about fairness; We understand and believe that being a great place to work drives the best performance.At EQT, inclusion is a business imperative and it's embedded into our talent strategy, decision-making, and culture to ensure that every individual and team operates at their full potential. By doing so, we unlock better collaboration, stronger innovation, and superior investment outcomes.
About EQT
EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of more than three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT has €354 billion in total assets under management (€195 billion in fee-generating assets under management) as of 30 September 2026, within four business segments – Private Capital, Infrastructure, Real Estate and Secondaries.
With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does.
The EQT AB Group comprises EQT AB (publ) and its direct and indirect subsidiaries, which include general partners and fund managers of EQT funds as well as entities advising EQT funds. EQT has offices in more than 25 countries across Europe, Asia and the Americas and has more than 2,200 employees.
More info:
www.eqtgroup.com
Follow EQT on
LinkedIn
,
X
,
YouTube
and
Instagram
Location: New York, New York, United States
About the Role
iCapital is looking to hire an Analyst to join and support the Structured Investments team. This role will assist with the management, development, and maintenance of the structured investments eco-system on the platform for our clients. The iCapital Solutions team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker dealers, private banks, and RIAs throughout the United States. This individual will be responsible for supporting senior members of the team in developing and executing our company’s strategy and solutions in the structured investments market.
Responsibilities
Assist with supporting the development and execution of the company’s overarching strategy aimed at supporting the Structured Investments business line.
Support the development of new and existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category for the company.
Maintain synchronization across various industry groups to deliver a robust platform solution addressing key stakeholders’ needs.
Lead projects and provide strong analytical support to teammates.
Compile, maintain, and analyze large data sets.
Develop presentations with comprehensive data and analysis for internal meetings and projects.
Work alongside the Client Solutions team to develop meaningful measurements of success.
Work with internal technical partners to create a product offering that meets the needs of our clients.
Drive process improvement by leveraging the use of technology.
Qualifications
Bachelor’s degree in a related field
1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
Strong analytical and problem-solving skills and a high level of attention to detail
Strong written and verbal communication skills
Able to successfully operate in a fast-paced environment
Strategic mindset and able to work independently
Demonstrated client service skills with stakeholders and clients
Excellent organizational skills
Desire to work in a cross-functional and collaborative environment
Proficient in Excel and PowerPoint
Series 7 and 63 certifications are preferred; or otherwise attained within 90 days of hire
Benefits
The base salary range for this role is $70,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Greenwich, Connecticut, United States
About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.
Responsibilities
Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
Qualifications
2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
Direct experience working for or with wealth management firms, specifically BDs is a plus
Excellent verbal and written communication skills
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
Series 7 and 63 licenses are preferred; willingness to obtain if not already held
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: New York, New York, United States
About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.
Responsibilities
Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
Qualifications
2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
Direct experience working for or with wealth management firms, specifically BDs is a plus
Excellent verbal and written communication skills
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
Series 7 and 63 licenses are preferred; willingness to obtain if not already held
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
УдалённоBased in Colombia, preferably Bogotá, although exceptional candidates in other locations may be considered
San Francisco, CA | Seattle, WA
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