Drive execution of the CEO's top-priority initiatives, ensuring clear accountability and measurable impact
Take ownership of multiple high-stakes projects and deliver business value through the creation, optimization, and maintenance of processes and products
Identify new growth and revenue opportunities across existing and adjacent markets, building the business cases and leading the resulting initiatives — from new product launches to market expansion and operational transformation programs
Support the design of new investment products, owning project leadership and execution across internal and external stakeholders
Support M&A activities from target identification through due diligence, deal execution, and post-merger integration
Drive business development by identifying, evaluating, and negotiating strategic partnerships and commercial relationships
Build and optimize scalable processes to support rapid growth, identify roadblocks, and facilitate resolutions with speed and efficiency
Develop compelling narratives for internal and external stakeholders, including board materials, investor presentations, and executive communications
Act as a trusted advisor to the CEO and leadership team, elevating insights on operations and strategic opportunities
Connect the dots across the CEO, CFO, structuring, investment, investment operations, tech, and sales teams — driving alignment and coordination through the conceptualization, design, and launch of new financial products, and streamlining decision-making to solve problems and keep teams moving
Requirements
4+ years at a top-tier investment bank, management consulting firm (McKinsey, Bain, BCG, etc.), private equity fund, or similar elite institution
Track record of outstanding achievement with strong analytical skills and ability to synthesize complex information into clear, compelling narratives for C-suite and board audiences
Strategic thinking and cross-functional collaboration: Proven ability to drive initiatives, identify opportunities, and bring diverse teams together to solve problems in fast-paced environments
Bias for action with ownership mentality: Take initiative, anticipate challenges, and take 100% responsibility for results
Adaptability and "can-do" attitude: Pivot on the fly, thrive under pressure, and create high-quality work on quick timelines
Team player with direct communication style: Low ego, high output; comfortable with candid feedback and sees challenges as growth opportunities
MBA or advanced degree; experience working directly with CEO/C-Suite; background in fintech, financial services, private markets, or technology; M&A or business development experience
Benefits
Career-defining opportunity: Direct access to the CEO, co-founders, and executive team with insight into every strategic decision
Impact & ownership: Shape the direction of a fast-growing, globally expanding company
Exceptional team: Work alongside a hungry and driven team, and top talent from elite banks, consulting firms, and technology companies
Competitive compensation: Base salary, performance bonus, equity participation, and comprehensive benefits
Fast-paced culture: High-performance environment that values results, innovation, and continuous learning