Related skills
salesforce sql tableau jira confluence📋 Description
- Interface with C-level executives to present investor reporting.
- Own strategic proposals on underwriting, digital strategy, ops, and risk controls.
- Build investor marketing materials; stay current on FinTech trends.
- Support daily sales ops: data room, Salesforce, lead acquisition, relationships.
- Guide onboarding with due diligence, data rooms, tech implementation, and legal.
- Develop account management and cross-selling for existing investors.
🎯 Requirements
- 1-3 years in investment banking, fintech client-facing, or alt capital markets.
- Highly organized, detail-oriented, with strong client service.
- Experience with Excel, PowerPoint, Salesforce, Pardot, Jira/Confluence, SQL, Tableau.
- Superior written and verbal communication; comfortable with clients and senior stakeholders.
- Owner attitude, self-starter, comfortable operating independently.
- Flexible; can prioritize and balance competing needs.
🎁 Benefits
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
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