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

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. 

For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.

As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.

Industry: Financial Services
Company Size: 10,001+ employees

FactSet

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

**Job Location: **New York City, Norwalk, Boston, or London

**Working Environment **: Hybrid

**Your Team's Impact**

We are seeking a Product Manager to join the team. You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross-functional teams to deliver an exceptional client and advisor experience.

**What You'll Do**

- Work closely with cross-functional teams, to ensure smooth integration and continuous alignment between the Factset suite of products.

- Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs.

- Ensure the portfolio services support interoperability and future integration with other products

- Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements.

- Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing.

- Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS.

- Communicate project updates and solicit feedback from cross-functional partners

**Required Skills**

**What We're Looking For**

- Bachelor’s degree

- 5+ years of product management or related experience, preferably in finance, asset management, or enterprise technology.

- Understanding of asset management user workflows, and portfolio analytics and portfolio management (i.e. rebalancing, optimization, tax awareness) concepts.

- Proven experience in product design, including involvement in the initial development, launch, and iterative improvement stages is a plus

- Exposure to portfolio management software and understanding of the competitive landscape.

- Strong interest in learning integration concepts and experience collaborating with technical partners

- Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders

- Experience conducting user or client research and converting feedback into actionable product enhancements.

- Familiarity with Agile methodologies and cross-functional collaboration.

- Strong interpersonal and communication skills for working with diverse teams and stakeholders.

- Ability to troubleshoot basic technical issues and support product testing and reliability.

- Detail-oriented, organized, and able to manage projects with guidance.

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

**What's In It For You**

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.

- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.

- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.

- Career progression planning with dedicated time each month for learning and development.

- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

**Learn More About Our Benefits Here.**

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

**The budgeted amount range for this position in New York City and Connecticut is $120,000 - $150,000**

**Company Overview**

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

Product Manager

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.

Industry: Software Development
Company Size: 501-1,000 employees

Addepar

**Who We Are**

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

**The Role**

We are currently seeking a Staff Software Engineer to join the Investment Data Platform team! In this role, you will own the opportunity to architect and implement the next-generation compute platform, tackling complex scalability challenges to meet the demand of Addepar’s exponential growth and global expansion. We are looking for a passionate and self motivating software engineer who cares deeply about code quality, performance, and building high-scale systems.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $174,000 - $273,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

**Who You Are**

- 8+ years of software engineering experience

- Proficiency in object-oriented languages such as Java

- Proficiency in at least one cloud-native or messaging technology such as Kubernetes, Istio, containerization, Kafka, etc.

- Proficiency with relational and non-relational datastores

- Proficiency in CI/CD, monitoring, and logging systems

- Expertise in any of the above technical requirements is a huge plus!

**Our Values**

- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

Sr. Staff Software Engineer - Investment Data Platform

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 $185,000.00 - $215,000.00. 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, or equivalent work experience

-  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: $143,905.00 - $169,300.00

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

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.**

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)

Industry: Investment Banking
Company Size: 2-10 employees

CLUTINGER, WILLIAMS & VERHOYE, INC

**About the Role **

We’re hiring a Portfolio Manager to join a boutique, SEC-registered investment advisory firm serving high-net-worth individuals, families, and small institutions. This is a hands-on role that blends investment management, client advisory, and business development in a collaborative, small-team environment.

You’ll work directly with firm principals to manage customized client portfolios, contribute to investment decisions, and build long-term client relationships. This role is ideal for an experienced investment professional who brings both technical portfolio expertise and client relationships/assets that can grow with the firm.

**What You’ll Do **

**Portfolio Management & Investment Strategy **

- Manage and monitor individualized client portfolios across asset classes

- Conduct market research and investment analysis to support portfolio decisions

- Execute trades and monitor performance relative to client objectives

- Recommend and implement portfolio adjustments based on market conditions and client goals

**Client Relationship Management **

- Serve as a primary point of contact for client relationships

- Lead or participate in client meetings and portfolio reviews

- Communicate investment strategy, performance, and recommendations in a clear, client-friendly manner

- Ensure portfolios align with each client’s risk tolerance and financial objectives

**Business Development & Growth (Required) **

- Bring and/or transition an existing book of business (client assets under management) in compliance with all applicable agreements

- Maintain and deepen existing client relationships while identifying opportunities for growth

- Support new client acquisition through referrals, networking, and relationship building

**Team Collaboration & Operations **

- Partner closely with firm leadership on investment strategy and client management

- Utilize portfolio management and reporting tools (Advent or similar systems)

- Support preparation of client reporting and ongoing portfolio updates

**What We’re Looking For **

**Core Requirements **

- 3–5+ years of experience in portfolio management, investment advisory, or wealth management

- Demonstrated ability to manage or advise on client portfolios and investment strategy

- Existing client relationships or a portable book of business that can be transitioned in compliance with applicable agreements

- Bachelor’s degree in Finance, Economics, or a related field

- Strong understanding of financial markets, asset allocation, and investment strategy

- Proven ability to build and maintain client relationships

- Strong communication skills with the ability to explain complex financial concepts clearly

- Ability to operate independently within a small, entrepreneurial team environment

**Preferred Qualifications **

- CFA, CFP, or similar designation (or in progress)

- Experience working in a Registered Investment Advisor (RIA) environment

- Familiarity with Advent or similar portfolio management platforms

**Benefits **

- 100% employer-paid healthcare + fund for additional health expenses

- Profit-sharing plan participation

**Why This Role **

- Direct exposure to firm leadership and investment decision-making

- Opportunity to build and grow your client base within an established firm

- Work on fully customized portfolios—not model-driven investing

- High visibility and long-term growth opportunity in a stable boutique firm

**Additional Job Application Terms **

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Portfolio Manager

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

MISSION
Nia Tero works in solidarity with Indigenous peoples who sustain thriving territories and cultures to strengthen guardianship of Earth and all beings.

WHO WE ARE
We are a US-based nonprofit working in solidarity with Indigenous peoples and movements worldwide. We have an inclusive culture guided by Indigenous wisdom, practices, and protocols. Our governing bodies, leadership, and staff are built upon diverse, non-Indigenous and Indigenous identities and life experiences. As a bridging organization, we view this diversity as a source of our strength.

WHAT WE BELIEVE
Indigenous peoples uphold many of the planet's healthiest ecosystems, rich in biodiversity, and systems essential to the security of global food production, fresh water, and ultimately, the Earth's climate. We believe that the peoples who call these places home are the best guardians of their cultures’ vital birthplaces, and that supporting the rights and livelihoods of Indigenous peoples, and following their leadership, is critical to the health of our planet as a whole.

OUR VISION
Our vision is of an Earth where Indigenous guardianship of thriving homelands and waters is ENABLED everywhere possible

OUR ASPIRATIONS
To contribute to this, over the next decade we will UPHOLD a network of place-anchored partnerships with Indigenous peoples that demonstrate the power of Indigenous guardianship to sustain a vibrant Earth. Building upon and working alongside this network, we will also support efforts to EXPAND recognition and support for Indigenous guardianship globally.

Industry: Non-profit Organization Management
Company Size: 11-50 employees

Nia Tero

**POSITION SUMMARY **

Reporting to the Chief Executive Officer, the Board Liaison serves as a core member of the Executive Office support team. The primary function of the Board Liaison is to coordinate with Nia Tero’s Board of Directors. This role requires an individual who is caring, mindful, extremely detail-oriented, organized, and thrives in a collaborative environment, managing logistics while contributing to strategic planning. The Board Liaison recognizes the importance of relationships and nurturing connections both with the Board and throughout the organization. Key responsibilities include coordinating Board meetings and fostering communication between Board members and the Executive Team, always with intention and care for our shared purpose. In all areas of work the role will be rooted in our organizational values and strategy.

The successful applicant would also benefit from deep ties to and understanding of Indigenous cultures, a passion for our mission, and outstanding collaboration and teamwork skills.

**KEY RESPONSIBILITIES **

Board Management

- Lead strategic board coordination for at least (3) board meetings and at least (6) committee meetings through partnering with the CEO to develop purposeful agendas aligned with organizational priorities while overseeing all aspects of meeting logistics to ensure seamless and thoughtful gatherings

- Facilitate Board committee activities, ensuring timely scheduling, effective communication, and thoughtful logistical support for committee meetings and initiatives.

- Serve as a bridge between the Board and Executive Team, fostering clear communication and promoting collaborative decision-making.

- Manage and maintain records of Board activities, including meeting minutes, action items, and resolutions, and track follow-up tasks to completion.

- Support Board members in understanding and fulfilling their roles, providing relevant information and resources as needed.

- Uphold confidentiality and integrity in handling sensitive Board and organizational information.

- Assist in strategic planning and organizational initiatives, ensuring alignment between Board priorities and overall mission.

- **Manage Advisory Council meetings, ensuring effective scheduling, preparation of agendas and materials, and smooth logistical arrangements to support Council engagement aligned with organizational priorities. **

Executive Team & Organizational Support

- Partner with the CEO and Executive Team to track and support driving organizational strategic initiatives, ensuring alignment with Nia Tero’s mission and long-term goals.

- Monitor organizational progress toward strategic objectives, identify challenges and opportunities, and proactively recommend solutions to the Executive Team.

- Serve as a thought partner to the CEO and Executive Team by synthesizing complex information, preparing briefing materials, and offering insights to inform decision-making.

- Serve as back-up Executive Assistant to the CEO during periods of regular EA absence, managing the CEO’s calendar, prioritizing communications, and ensuring administrative support to maintain the flow of executive office work.

- Working closely with the Senior Manager, Strategy and Planning, provide high-level administrative support to facilitate effective Executive Team and Board management aligned with our organizational strategy. Responsibilities include coordinating strategic initiatives, monitoring progress, and preparing documentation.

**PEOPLE AND RESOURCE MANAGEMENT RESPONSIBILITIES **

**This position will not directly supervise anyone or have direct financial oversight. The position requires discretion and cultural sensitivity. **

**QUALIFICATIONS **

**Required: **

Education and Experience Requirements*

- 7+ years supporting C-level executives, preferably in a global non-profit organization. Nonprofit board experience is highly preferred

- Lived experience working directly with Indigenous Peoples and communities and demonstrated understanding about issues and challenges facing Indigenous Peoples and communities.

- Demonstrated success working with nonprofit organizations, non-governmental or other mission driven entities, preferable within global, environmental, Indigenous rights sectors.

~~*A combination of education, training, and experience which has provided theoretical and practical knowledge will be evaluated for equivalency. ~~

Knowledge, Skills and Abilities

- Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly, with excellent attention to detail.

- Strong interpersonal skills, with the ability to respond tactfully and diplomatically with a wide range of global leaders, executives, and community members.

- Exceptional written and verbal communication skills in English

- Demonstrated proactive approaches to independent problem-solving and the ability to execute workplans.

- Proficient demonstrated experience in supporting meetings with a blended audience of in-person and remote participants, ensuring equitable engagement

- Demonstrated understanding of Async/Sync hybrid communication to keep all board members aligned and work progressing

- Proven ability to handle confidential information with discretion, adapt to various competing demands, and demonstrate the highest level of service.

- Experience working in global settings, multiple time zones, and diverse internal and external partners from a wide range of cultures and backgrounds.

- Expert proficiency with Microsoft Office; ability to design and edit graphic presentations and materials.

Ideal:

- Proficiency in multiple languages

- Working knowledge of a CRM system

**ABOUT NIA TERO **

Nia Tero is a global bridging organization that brings Indigenous Peoples and allies together to advance what we call Indigenous Peoples’ guardianship. Our partnerships with Indigenous Peoples’ are explicitly structured to honor self-determination, respect time-honed knowledge and ways of being and build trust while upholding the sacred value of reciprocity. To achieve this, we work in solidarity with Indigenous peoples to safeguard their ancestral thriving territories and ways of being, collaborating on essential global efforts towards a vibrant and habitable future Earth. Our vision is that Indigenous Peoples’ guardianship is enabled everywhere possible on Earth as part of a just and vibrant future. Our mission is to directly support Indigenous Peoples’ guardianship and elevate the role and influence of Indigenous Peoples as essential to ensuring planetary health and habitability. Our team is international and based across South America, the Pacific Islands, Asia, and North America, with a large contingent at our Seattle headquarters. We speak many languages, including English, Spanish, Portuguese, French, and a wide range of Indigenous Peoples’ languages. Nia Tero is entering the second year of our new five-year strategy and is seeking candidates who thrive in a fast-paced environment, adapts quickly to change, and seeks to strengthen the impact of a mission-driven organization.

**WORKING CONDITIONS AND TRAVEL **

This full-time position is based in Seattle, WA with the flexibility to work some evenings and weekend hours as needed. Occasional day and night domestic travel and some international travel is a potential (up to 40%).

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

- Visually or otherwise identify, observe, and assess distance, color, and depth; Required to regularly communicate with others and exchange accurate information~~. ~~

- Able to operate a computer and other office productivity equipment; able to remain stationary at a computer for extended periods of time and move around his/her assigned workspace.

- Occasional day and night domestic travel and some international travel is a potential (up to 40%)

** **

**HOW TO APPLY **

**If interested in this role, please email cover letter and resume to **jobs@niatero.org and include “Board Liaison” in the subject line.

Nia Tero is an Indigenous Peoples serving global organization that strives to have an inclusive, equitable, and diverse work culture. We encourage people from historically excluded groups to apply.

~~The salary for this position is USD $87,500-$116,500 based on experience. Our compensation program is U.S. based and pay ranges are representative of compensation in the U.S. market. For positions outside of the U.S., pay rates are determined based on the applicable local regional market. ~~

- ~~This is a full-time permanent position and qualifies for healthcare benefits (medical, dental and vision), 401K and paid time off (including vacation leave, sick leave, and personal days). ~~

Board Liaison

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