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About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsproject leadershipbusiness developmentM&A activitiesprocess optimizationfinancial product designmarket expansionoperational transformationstrategic partnershipsinvestment products
Soft Skills
strategic thinkingcross-functional collaborationownership mentalityadaptabilitycan-do attitudeteam playerdirect communicationproblem-solvinginitiativecandid feedback
Certifications
MBAadvanced degree