Delivering trusted financial data across 5,300+ global tickers that powers AI agents, LLMs, and leading financial institutions worldwide.

Analysts at the top investment firms use our workflow solutions to save valuable time and accelerate their decision making. We also provide the core AI data infrastructure that underpins the best financial agents and are the partner of choice for the leading global AI companies, including OpenAI and Anthropic.

Get in touch at hello@daloopa.com.

Industry: Software Development
Company Size: 51-200 employees

Daloopa

Savvy Admin PROD

**About Daloopa, Inc.**

Daloopa is transforming how investment professionals work. Our mission is to eliminate the slow, error-prone parts of fundamental research—without sacrificing accuracy or auditability.

Founded by a former equity research analyst and top engineers, we built an AI-powered platform that converts complex financial filings, transcripts, and KPIs into clean, hyperlinked, customizable data. This means analysts spend less time on manual tasks and more time generating insights that drive performance.

Today, Daloopa powers the workflows of leading investment teams worldwide—helping them move faster, think deeper, and make every decision with confidence. If you’re passionate about building technology that solves real-world problems and want to make an impact, join us and help redefine the future of investment research.

**Why ** **Daloopa?**

- Competitive pay + performance incentives

- Equity in a fast-growing FinTech

- Hybrid work schedule (3 days in-office)

- Career growth and mentorship opportunities

- A vibrant, collaborative culture

- Full benefits package

**About The Role**

**Location: ** New York City (Hybrid office/remote schedule)

**Compensation: ** $183k - $204k annualized + equity + benefits (This range is reflective of level of contribution. Candidates who fully match what we’re looking for in this role will be at the top of the range.)

**About The Role**

At Daloopa, we’re building AI-powered products that transform how financial analysts work, eliminating manual processes and unlocking efficiency at scale. As a Senior Product Manager, you’ll own and accelerate Scout. Scout is our next-generation AI native product, evolving the way we always intended; from a tool that responds to prompts to one that truly understands, executes, and works alongside an analyst’s workflows. This is a high ownership role focused on transforming Scout into a workflow-driven product used by analysts, not just an Excel prompt-based tool.

You’ll be responsible for defining product direction, driving execution, and turning AI capability into real habitual user behavior. You’ll collaborate with engineering, design, operations, and go-to-market teams to deliver a roadmap that keeps our product differentiated, scalable, and deeply aligned with customer needs. This is an opportunity to build products at the frontier of AI-driven workflows in an industry just beginning its transformation.

**What ** **You’ll ** **Do**

- Own product strategy and roadmap for Scout

- Define and build core analyst workflows (modeling, comps, forecasting)

- Drive user engagement and repeat usage (WAU, DAU, habit formation)

- Translate AI capabilities into intuitive, repeatable product experiences

- Leverage AI tools directly to prototype, explore, and validate ideas quickly

- Lead execution with engineering and design

- Communicate clearly with founders, executives, and stakeholders

- Build alignment and earn trust across your EPD squad

**Who You Are**

- 5+ years experience in product management

- Experience building 0 -> 1 or early stage products

- Background in AI/ML, technical, or workflow-based products

- High agency, with strong ownership and a bias for action

- Comfortable operating in ambiguity and moving without direction

- Resilient and persistent in driving outcomes

- Highly structured and clear communicator

- Strong ability to influence and align cross-functional teams

- AI fluent: you already use AI tools to build, prototype, and think

**Success Looks Like**

- You’ll know and understand the product from end to end.

- You own the product strategy and execution—delivering measurable growth, improving user experience, and ensuring the product scales effectively as the company grows.

- Within the first 6–12 months, success will include impactful feature launches and strong collaboration with engineering and design to drive adoption and retention.

**Apply**

If you’ve built and launched AI products and can show real results, we’d love to meet you. Share examples of your work, such as a tool you built, a key contribution, or a metric that shows your impact.

Product Manager - AI

Guidepoint is a research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we enable our clients to turn answers into action.

Backed by a network of nearly 1.75 million experts, and Guidepoint’s 1,600 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

For more information, visit www.guidepoint.com.

Industry: Information Services
Company Size: 1,001-5,000 employees

Guidepoint

**Overview:**

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals.

We are seeking a highly motivated and experienced Equity Research professional to join our dynamic team. The ideal candidate will work closely with the Global Head of Healthcare to plan and execute primary research that addresses the evolving needs of our institutional investor clients in the biotech/pharma sector. This role involves identifying timely and topical ideas, leading expert interviews, mentoring junior analysts, and collaborating with the outreach team to generate valuable insights that drive client engagement.

**This is a hybrid position out of our New York City office**

**What You’ll Do:**

- Research Planning: Collaborate with the Global Head of Healthcare to design and implement primary research initiatives, focusing on assigned therapeutic areas and companies within Biotech/Pharma.

- Idea Generation: Generates ideas to generate content that are timely, topical, and aligned with the interests of US institutional investors.

- Expert Interviews: Lead and moderate interviews with physicians, researchers, and industry executives from Guidepoint’s extensive network of over 700,000 professionals, ensuring the extraction of valuable insights.

- Preparation and Analysis: Conduct thorough preparation for interviews by analyzing public company SEC filings, reviewing investor presentations, monitoring news releases, and assessing Wall Street research reports to ensure informed discussions.

- Team Management: Guide and mentor a team of junior analysts responsible for developing corporate content pertinent to the biotech and pharma sectors, fostering an environment of continuous learning and improvement.

-  Client Engagement : Develop and implement client engagement plans that reflect the unique needs and pipeline of relevant clients, maximizing their utilization of our Insights content.

- Training and Development: Provide rigorous ongoing training for junior analysts on various industry topics, including market analysis, investment research methodologies, mergers & acquisitions, and leveraged buyouts to enhance their professional growth.

- Collaboration: Partner with the outreach team to highlight content that have actionable takeaways to clients.

**What You Have:**

- Bachelor’s degree in Finance, Economics, Life Sciences, or a related field; advanced degrees (MBA, PhD) preferred.

- 10+ years of investment related research experience on buy side or sell side covering Biotech/Pharma. 7+ years of investment experience for Candidates who have MD or Ph.D degrees.

- Experience conducting therapeutics company research is required.

- Highly motivated and driven individual that demonstrated consistent performance.

- Proven track record of conducting and moderating expert interviews.

- Strong analytical skills with the ability to interpret complex information from various sources.

- Demonstrated experience in managing and developing teams, with effective mentoring capabilities.

- Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.

- Proficiency in research methodologies and tools, along with a strong understanding of investment principles and market trends.

- Ability to work in a fast-paced entrepreneurial environment

**What We Offer:**

The annual base salary range for this position is $200,000-$220,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

**You will also be eligible for the following benefits:**

- 15 PTO days, 10 legal holidays, and sick days

- Comprehensive medical, dental, and vision plans

- Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans

- Commuter benefits and a corporate gym rate

- Development opportunities through the LinkedIn Learning platform

- Free snacks and beverages in the office

- Friday happy hour and “Summer Fridays”

- Year-round corporate athletic league

- Casual work environment, team building, and other social events

**About Guidepoint:**

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.

Backed by a network of nearly 1.5 million experts and Guidepoint’s 1,300 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

**Compensation**

$220,000—$220,000 USD

Strategist, Therapeutics

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. 

In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies.

We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. 

U.S. Bank, NA. Member FDIC. Equal Housing Lender.

Industry: Banking
Company Size: 10,001+ employees

U.S. Bank

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

~~**Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.** ~~**Basic Qualifications**

-  Bachelor's degree

-  10 or more years of experience in high and ultra-high net worth client wealth management activities

**Preferred Skills/Experience**

-  Excellent relationship management, networking, and business development skills

-  Extraordinary talent for driving business

-  Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services

-  Ability to partner with colleagues to identify and service unique clients' needs

-  Well-developed analytical and problem-solving skills

-  Excellent writing, speaking, and presentation skills

-  Ability to make critical decisions independently

-  Professional designation such as CFA or CFP is preferred

**Location**

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

- Healthcare (medical, dental, vision)

- Basic term and optional term life insurance

- Short-term and long-term disability

- Pregnancy disability and parental leave

- 401(k) and employer-funded retirement plan

- Paid vacation (from two to five weeks depending on salary grade and tenure)

- Up to 11 paid holiday opportunities

- Adoption assistance

- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

PWM Private Wealth Advisor

Glocap has been placing investment professionals since our founding in 1997. Our long history in this space has resulted in a vast, long-standing network of talent and clients. We are organized into specialized practices, and within each area, our team members focus on recruiting investment professionals at all levels, from the most senior to the most junior.

Industry: Staffing and Recruiting
Company Size: 11-50 employees

Glocap Investment Professionals & Executives

This NYC Single Family Office is hiring an Investment Professional to take primary responsibility for fundamental analysis of portfolio companies in both public and private markets. This new hire will function as a generalist across sectors, industries, and asset classes, evaluating both direct positions and the portfolios of fund managers. This hire will be the third member of the investment team, working closely with the head of the investment team and a colleague focused on quantitative performance and risk attribution at the portfolio and manager levels. The successful candidate will own the fundamental-research process end to end, and set their own priorities in dialogue with the team.

**Key Responsibilities **

• **Look-through analysis of fund holdings: **Evaluate underlying portfolio companies in the Family Office’s active public equity, private equity and venture fund investments to identify names where direct exposure could be increased if the opportunity arises.

• **Single-name idea generation **: Independently survey market conditions, sectors, supply chains, and peer networks to surface new opportunities for direct investment, public or private.

• **Manager underwriting support **: Partner with the team’s quantitative associate during the underwriting and re-underwriting of third-party strategies

• **Process, infrastructure, and tooling: **Build, document, and continuously improve the fundamental-research process, watchlists, models, and source materials; thoughtfully adopt new technologies, especially AI productivity and research tools

**Qualifications: **

- 5-10 years of relevant experience in fundamental equity research or underwriting. Ideal candidates will combine public-market equity research / underwriting experience with exposure to private equity, or vice versa.

- Comfort working both top-down (sectors, supply chains, macro themes) and bottom-up (individual companies and securities)

- Facility with AI tools is required

Family Office - Private/Public Investor

Laxmandeep, it sounds like you have a vision for a grand business plan that prioritizes education, investment, employment, and sustainable growth! You want to showcase your nation's potential to the world and create a legacy that benefits future generations.

Your plan involves:

- Processing business investments worldwide
- Creating employment opportunities
- Establishing standards for business growth and economy
- Forming partnerships and shareholders
- Hiring skilled workers with necessary resources
- Risk management

You believe that with determination and hard work, you can overcome challenges and achieve success.

That's a fantastic vision, Laxmandeep! It's great to see you thinking big and aiming to make a positive impact on your nation and the world. Keep refining your plan, stay focused, and remember that I'm here to support and encourage you along the way!

Industry: Financial Services
Company Size: 11-50 employees

Laxmandeep

Job Title: Independent Investment Partner /Fundraising Advisor (Equity + Success Fee)

About Laxmandeep

Laxmandeep is operating at the intersection of Fintech and Cybersecurity. We support secure, scalable, and intelligent financial technology solutions designed to protect digital assets, empower financial inclusion, and build trust in the evolving digital economy.

We are now seeking a highly connected, self-driven investment professional to lead and independently execute our fundraising efforts.

Role Overview

The Investment Partner / Fundraising Advisor will take full ownership of the fundraising process - from investor outreach to deal closure.

This role requires someone who already has strong, active connections in the investor community (venture capital firms, family offices, HNIs, and institutional investors) and can independently secure investments for Laxmandeep.

This is a performance-based role - there is no fixed salary, but attractive success-based commission and equity participation will be offered.

Key Responsibilities

Independently identify, approach, and secure investors aligned with Laxmandeep's mission and growth objectives.

Take full ownership of the end-to-end fundraising process, from outreach and pitching to negotiation and closure.

Utilize an existing investor network to generate funding opportunities globally.

Prepare and present investment materials with support from the Laxmandeep leadership team.

Advise the company on optimal fundraising strategies, deal structuring, and investor relations.

Act as Laxmandeep's trusted representative in all investor-facing communications.

Qualifications & Experience

Proven experience in fundraising, venture capital, investment banking, or financial advisory.

Established and active network of investors within Fintech, Cybersecurity, or Tech domains.

Demonstrated ability to independently close funding rounds for startups or growth-stage companies.

Strong understanding of term sheets, valuations, and deal structuring.

Excellent negotiation, communication, and relationship-building skills.

Entrepreneurial mindset with the ability to work autonomously and deliver results.

Compensation

No fixed salary - this is a success-based engagement.

Attractive commission (% of funds raised).

Equity in Laxmandeep, based on performance and strategic contribution.

Location

Open to global candidates, preferably with strong investor relationships in North America, Europe, Middle East, or Asia-Pacific.

Remote work flexibility.

Independent Investment Partner /Fundraising Advisor (Equity + Success Fee)

Vtecknocrats is an emerging global leader in IT Consulting solutions headquartered in Dallas, TX. Since its inception, the organization has rapidly gained recognition as one of the fastest growing IT Services and IT Consulting firms in the nation. Vtecknocrats delivers value-driven IT Consulting resources that organizations require for enhancing business solutions and improving project outcomes. We provide cutting-edge IT staffing expertise in Enterprise Resource Planning and Business Intelligence & Data Warehousing, Content & Identity Management, Infrastructure and more.

Industry: IT Services and IT Consulting
Company Size: 11-50 employees

Finoit Staffing

We’re Hiring: Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

A leading investment management firm is seeking a senior investment professional to help build and lead a new suite of derivatives-based ETF strategies focused on income generation, risk management, and innovative portfolio solutions.

Location: Hybrid (New York preferred; Chicago or Boston also considered)

Compensation:Base Salary: $225K – $300K

Total Compensation Potential: $500K – $750K+

Key Responsibilities:• Design and manage derivatives-based ETF strategies including covered call, collar, and systematic overlay solutions

• Lead portfolio construction, hedging, risk budgeting, and derivatives implementation

• Partner with banks and internal teams to develop tax-efficient ETF structures

• Contribute to multi-asset investment ideas across equities, rates, credit, FX, and volatility

• Support product development, client engagement, and long-term business growth initiatives

Ideal Background:• 5–10 years of experience in derivatives portfolio management, trading, structuring, or ETF investing

• Deep expertise in options, risk management, and macro investing

• Strong understanding of ETF structures and tax-aware investment strategies

• Entrepreneurial mindset with the ability to build and scale new investment products

• Excellent communication and stakeholder management skills

• Series 7 & 63 licenses preferred

- This is a high-impact opportunity for someone who wants to combine portfolio management, product innovation, derivatives expertise, and business building within a growing investment platform.

Head of Derivatives & Portfolio Manager – Multi-Asset ETFs

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