Our Fintech team is looking for passionate, hard-working individuals to join our investment team as part of a two-year Associate program. Our Associates conduct industry research, source investment opportunities, perform rigorous due diligence, and support our portfolio companies. 

We are thematic, expertise-driven investors that like to dive deep into segments of the financial services industry where we believe technology can be most transformative. Our team-first approach means Associates are expected to not only investigate themes by talking to companies, potential founders, and domain experts but also effectively share their findings by modeling out scenarios, testing assumptions, synthesizing their learnings, and iterating with the team’s feedback. Our Associates gain exposure to our deal processes, and have the opportunity to source, underwrite, and support multiple promising fintech investments each year.  

What Excites You  

Learning about new technologies and the evolution of financial services

Talking with experts and operators about hard problems

Crunching the numbers, analyzing business fundamentals, building useful models 

Making smart, informed bets and constantly learning from them 

Building new things and iterating on them quickly and openly 

Working with and contributing to the culture of a small team

What Excites Us 

“Deep generalists” who pride themselves on being knowledgeable, resourceful, and able to learn complex concepts quickly

People who think of the right question to ask before chasing answers

Excellent attention to detail, organization, and project management skills

A strong “toolkit” (familiarity with SaaS platforms such as Slack, Affinity, and Notion)

People who “elevate the room” through their work ethic, curiosity, and attitude

Great team players who care about and contribute to a thriving team culture

What Success Looks Like 

Ownership – You take charge of your work, uphold your commitments, and never drop the ball 

Prioritization – You focus on what matters most and wait on the rest; you’re great at thoughtfully saying no to others

Adaptability – You can triage needs and context-switch quickly and effortlessly

Communications – You have excellent listening, verbal, and written communication skills

Teamwork – Everyone loves working with you and feels energized after engaging with you

Integrity – You demonstrate 100% commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

Fully-paid health care benefits

Generous parental and family leave policies

Volunteer opportunities

Support for employee-led affinity groups representing women, people of color and the LGBT+ community

Mental and physical wellness programs

Tuition assistance

A 401(k) savings program with an employer match and more

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

Fully-paid health care benefits

Generous parental and family leave policies

Volunteer opportunities

Support for employee-led affinity groups representing women, people of color and the LGBT+ community

Mental and physical wellness programs

Tuition assistance

A 401(k) savings program with an employer match and more

Point72 policy requires all U.S. employees to be fully vaccinated against COVID-19 in order to enter any Point72 office or participate in any Point72 business-related event in person. Should an offer of employment be made, your acceptance of that offer means that you will comply with this policy. You will be advised of your anticipated schedule to be in the office should we move forward with the offer. Please note that all visitors must be fully vaccinated against Covid-19 to enter any of Point72’s U.S. offices.

The Spring Mountain Capital Growth Equity team focuses on providing expansion capital to companies capitalizing on breakthrough innovations, paradigm shifts, or fundamental market or behavioral changes. SMC invests in two sectors of the U.S. economy undergoing the most change and with the highest growth potential: enterprise technology and healthcare companies. 

The fund is operationally involved, takes board seats, and works closely with its portfolio companies to build value. The team has partnered with leading companies such as Maven Clinic, Koneksa Healthcare, AwareHQ, Everwash, Genomenon, and Activate Healthcare. SMC is currently deploying capital out of its newly raised Fund III. 

We are looking to add a Senior Associate or Vice President with 2-5 years of venture capital, private equity, investment banking, or consulting experience. The person will be a key member of a collaborative team and, as such, will be involved in all aspects of the investment process, including but not limited to sourcing, diligence, execution, and monitoring of investments, including extensive time with management teams. 

This is a partner-track position for the right candidate. 

ROLES & RESPONSIBILITIES: 

• Source companies that fit SMC's investment profile 

• Evaluate new investment opportunities and play an active role in determining which ones to pursue 

• Work on all stages of due diligence including market analysis, financial diligence, and conducting both primary and secondary research 

• Synthesize large amounts of information about each investment opportunity and write investment memos 

• Create detailed business and financial models and run analyses using industry knowledge, company research; analyze findings and effectively communicate with senior team members 

• Perform in-depth market research, including competitive analysis to support or reject investment opportunities under consideration 

• Prepare presentation materials, including company overviews and diligence findings 

• Participate in and attend board meetings 

REQUIREMENTS: 

• All candidates must have at least 2 to 5 years of full-time work experience in venture capital, private equity, corporate development, investment banking, or consulting 

• While not a prerequisite, it would be helpful to have spent time on healthcare or technology businesses 

• Strong quantitative and analytical skills; ability to synthesize large amounts of information in a concise manner 

• Demonstrated skill in constructing financial models using Excel 

• Self-starter; ability to work well independently or within a team sometimes with limited direction 

• Ability to juggle multiple tasks and prioritize work appropriately with a focus on timelines and deliverables 

• Demonstrated ability to work in an entrepreneurial, performance-driven culture • Strong communication (written, oral and interpersonal) and presentation skills 

• Experience in healthcare is preferred, but not required 

• Excellent judgment and decision-making capabilities; must be able to formulate business solutions to a myriad of challenges

Grab a front row seat as we scale our growing HRTech startup and disrupt the way we meet virtually. You will have a direct impact on over 36 million people and 340 million meetings a year!

We are hiring our first Head of Go to Market Strategy to design and lead our GTM plan and coordinate sales and marketing deployment. You will work directly with the founders and heads of each team as we go through our entrepreneurial journey.

Primary Responsibilities

Design and lead go-to-market strategy, coordinate sales and marketing deployment plans



Design performance metrics to structure and grow sales and marketing operations



Set yearly and quarterly targets and budgets for all growth KPI and monitor performance continuously



Build customer segmentation and define Momen.team specific value propositions for each segment



Run sales strategy, drive our sales team (pipe prioritization, incentive scheme, staffing plan)



Design and implement testing campaigns on each variable defining the value prop (price point, typology for the supply / demand…)



Working closely with the CEO and Product team to locate and execute on opportunities



Assess product roadmap priorities



Pursue a deep understanding of user and customer needs through research, testing and data analysis.



Build, plan and implement the overall digital marketing strategy



Measure ROI and KPIs



Build an inbound marketing plan



Anticipate sales performance trends



Research competition, investigate benchmarks and provide suggestions for improvement

Position Summary

Our Summer Analyst Program is a ten-week internship in our Global Credit segment. Carlyle’s Global Credit group offers Summer Analysts the chance to be engaged on our investment processes and add value within our deal teams. Summer Analysts will have the opportunity to also engage with professionals across Carlyle and Global Credit with weekly lunch and learns, senior leader mentorship, and other developmental opportunities.

Primary Responsibilities

The primary responsibility of the Summer Analyst will be to collaborate with small deal teams to analyze and execute investments. Our Summer Analysts will help to manage and complete the various portfolio reporting functions required by the team, such as company specific quarterly valuation reports and analysis (both quantitative and qualitative); extensive financial modelling; compiling quarterly portfolio updates for the investment team.

 Additionally, the Summer Analyst will support the investment professionals in tasks such as preparing fund communications and marketing materials, processing non-disclosure agreements for new opportunities, and conducting general market and industry specific research.

 Requirements

Education & Certificates

To be eligible for the Carlyle Summer Analyst Program, students must be enrolled in a 4-year undergraduate university with the intended graduation date of Fall 2023 – Spring 2024

Preferred GPA of 3.5

 

Professional Experience

Prior internship in private credit or financial services is recommended



Competencies & Attributes

· Highly ethical

· Strong sense of accountability, responsiveness, and follow-through

· Team oriented, with consistent drive to maximize value-add to team

· Strong analytics

· Consistent attention to details

· Ability to handle projects with minimal training or oversight

· Excellent organizational skills

· Highly adaptable, with flexibility on depth and breadth of role and responsibilities

Produce extensive in-house fundamental research utilizing a value-based approach and careful assessment of risk to identify opportunities for superior risk-adjusted returns.

Key Responsibilities:

Execute on the three pillars of Credit Research: Buy discipline, Surveillance, Sell discipline. Including:

Provide timely new issue recommendations,

Provide timely obligor updates,

Identify and forecast key credit drivers,

Manage Analyst Coverage list (responsible for up to 60 municipal high yield obligors) and maintain strong working knowledge of multiple sectors,

Collect, maintain and analyze statistical and quantitative data to support fundamental research and relative value relationships,

Create historical and projected financial models, analyzing key financial metrics,

Analyze results, perform sensitivity analyses, consider valuation methodologies and recovery analyses,

Review bond documentation and provide covenant analysis,

Write credit summaries based on research with buy/sell/hold recommendations,

Provide relative value recommendations and obligor positioning based on fundamental research,

Interact with ratings agencies, Wall Street analysts, and other independent sources to obtain external views on individual credits or industries,

Participate in developing and delivering on Team Goals, lead ad hoc team-based projects.

Amundi US, Inc. offers employees a hybrid work environment and requires all employees to be fully vaccinated when working in a company office, except where prohibited by state or local law.

Amundi US is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to the classes or characteristics such as gender, race, color, national origin, ancestry, pregnancy or pregnancy-related condition, religious creed, age, disability, status as a veteran, sexual orientation, gender identity, genetic information, or other characteristic as protected under applicable federal, state, or local laws. Amundi US is committed to providing reasonable accommodations to qualified individuals with disabilities. To request or learn more about an accommodation, please contact Us.human.resources@Amundi.com.

At Amundi US, we are committed to a globally diverse workforce and an inclusive workplace. We embrace an inclusive culture that recognizes differences among people, and acknowledges that each individual brings a unique and valued perspective. Our inclusive culture promotes mutual respect, a collaborative work environment and sustainable growth, enabling each stakeholder to achieve their desired outcomes.

Qualifications

Education

Required

Bachelors or better.

Preferred

Masters or better.

Experience

Required

4-10 years of municipal credit experience (or tangible equivalent experience), including High Yield

Preferred

Strong working knowledge of Capital Markets, Bond Math and Economic Business Cycles

Strong working knowledge of Accounting Principles, Financial Statement Analysis and Financial Modeling

Must be a self-starter, and willing to conduct travel (~40%) as part of the investment research process,

Advanced degree (MBA, JD, MPP, or MPA), or Bachelor’s degree plus a CFA,

Ability to conduct unsupervised face-to-face meetings with management teams, and to work independently within a team environment.

Licenses & Certifications

Preferred

CFA

This role is your opportunity to help shape the future of work and turn a growing European startup into a well-known global SaaS brand. With our mission to remove boundaries to know-how exchange and collaboration for everyone in the workplace, Mentessa is transforming the way we work: From a workforce into a community.As the leading community platform for mentoring, innovation networks, and agile organizations, Mentessa helps you connect with peers, learn from experts, find a mentor, and manage your skills, learning and development, throughout your entire journey and across your entire organization.

About the role

To fulfil this promise Mentessa is building a product team that is data-driven, collaborative, user-centric, and mission-oriented. As a Senior Product Manager you will help establish the foundation for the processes and culture of such a team and have a chance to invent the future of Mentessa.As a Senior Product Manager, you will be one of the first employees and a core team member, working closely with the founders to drive a first-class user experience. If you are data-driven and experienced product leader, with strong affinity for design, and a combination of analytical and creative thinking, we want you to write history with us. For a future of work that is both - high-tech and high-human.

About you

“Think big, act small” is your mantra. As an analytical thinker you are playing the long game of creating a winning cloud SaaS product. On a daily basis, you are figuring out the details, collaborating with various internal and external stakeholders, driving progress with discipline, teamwork, and communication. Your job is bi-directional - connecting product and customers - always striving to raise the bar of our product experience.You are a servant leader, driven by research and passion for solving the problem. You apply tools and creativity to remove obstacles for you and the entire product team, always looking for the fastest way to the biggest impact. You are a great listener, an effective communicator, and understand that process is part of creativity.

You hav

5+ years of experience working with SaaS B2B products and with complex systems

Built and shipped “end user” products with impactful results

Evidence in creating product-market-fit at fast-paced successful startups

Led and facilitated cross-functional teams to make decisions and deliver results

Experience in agile development processes

Driven business outcomes through data-based decision-making, user testing, data analysis, and A/B testing

Proficiency in all aspects of the product lifecycle

A hands-on getting-things-done mindset - a must!

Passion for growth and achievement, attention to detail, and a passion for design that works

Great communication skills, amplified by empathy for customers needs, respect for your colleagues, and unshaken domain expertise

HR tech industry background - a huge advantage

You will

Create a clear and inspiring product roadmap for our SaaS, prioritising user experience above all

Develop features and guide their implementation from concept through the entire release process

Ensure expert domain knowledge of user, market, and business drivers to identify new problems we should solve for our customers

Identify the precise needs of different user groups in user research and translate them into user journey maps and product requirements

Closely collaborate with all functions: engineering, design, research, analytics, marketing and customer support, to build an "enchanting" product experience for our users including integrating Mentessa with other tools and marketplaces

Manage the daily performance of the product development through tracking and optimisation to continuously improve the performance of your product and its impact on the business

Help define what it means to be a Product Manager at Mentessa and then recruit others who meet that criteria

Partner with marketing to ensure that the experiences you build are reaching the right customers, in the right way to create the maximum value for our customers and our business

Why Mentessa?

We believe in the power of unlocking the full potential of our employees through openness, inclusion, and transparency. We count on you to bring your best ideas to work and to make it happen!

Unique chance to join an early stage, fast-growing SaaS company transforming the world of work

UN SDG's agenda as a purpose-driven company

Competitive compensation package including equity

Flexible working hours and a beautiful office in the heart of Munich

Great culture, great team, great network

Regular team social events

Opportunity to speak and learn at our own and at leading industry events

Mentoring

2 social impact days per year for volunteering

We are hiring two new Investors to join our team by the end of 2022.

Our Investors are involved in every step of our investment processes, including industry deep-dives (mapping new industry sub-sectors and identifying areas of potential value), detailed diligence for targeted investments, and portfolio work post-investment.

G2 Venture Partners

G2 Venture Partners invests in exceptional teams applying emerging technologies to traditional industries, sustainably.

The firm focuses on innovation in the transportation, energy, industrials, agriculture, logistics, and retail sectors, with investment stages ranging from venture to growth.

Our portfolio includes Luminar (NASDAQ: LAZR, LiDAR for autonomous vehicles), Proterra (NASDAQ: PTRA, electric buses and powertrains), Arcadia (digital clean-energy utility), Seegrid (autonomous electric forklifts and tuggers), and Pivot Bio (sustainable alternative to synthetic nitrogen fertilizer).

We are currently investing out of our second fund, and have ~$1B under management.

Location:

Our office is in Portola Valley and this is initially a Bay Area-based role, with some flexibility to eventually be remote after getting to know the team in-person.

Qualifications:

We are looking for candidates who have: 

At least three years of work experience requiring critical analysis of business models and financial projections. Investing, banking, or consulting experience preferred.

Established record as a curious “self-starter”.

Strong organizational skills, excellent analytical reasoning, and an ability to present complex ideas and information in simple persuasive form, both written and orally. 

Genuine passion for investing, the entrepreneurial process, and sustainability.

Desire to be a connector / develop a robust network, and work in a collaborative trust-based team environment.

Professional and personal maturity that demonstrate unquestionable integrity and sound business instincts.

MBA or graduate level academic work preferred.



Process:

We will review applications on a rolling basis.

In your cover letter, please indicate emerging technology areas of interest, and potential areas within the transportation, energy, industrials, agriculture, logistics, or retail industries that you believe represent the largest potential opportunities for new investments (as specific as possible).

Location: New York City | Prefer Masters or PhD Candidates

The internal alpha capture (IAC) team is focused on developing and implementing scalable long/short equity investment strategies that leverage insights from discretionary portfolio managers and analysts, using sophisticated risk management, portfolio construction and execution techniques.

Successful candidates will provide research and development assistance to team leads for various aspects of the portfolio management process. Specific responsibilities will include a subset of the following:

Analyze large data sets to identify features and relationships to develop predictive return signals

Research and develop alternative portfolio construction methods and tools that can enhance portfolio returns

Develop performance and attribution analytics that explain sources of risks and returns in managed portfolios

Evaluate alpha decay characteristics and their impact on optimal execution strategies

Contribute to the development of robust and efficient research and production platforms



Desirable Candidates

Masters or PhD candidates in finance, computer science, mathematics, operations research, physics, or other quantitative discipline

Strong analytical and quantitative skills. Detail-oriented

Proficient in Python, R, or C++

Excellent written and verbal communication skills, willing to proactively engage other team members in helping to foster a highly collaborative team-oriented research environment

Demonstrated interest in financial markets and systematic strategies

Willing to take ownership of his/her work, working both independently and within a small team

Analysts collaborate with Principals, Vice Presidents, and Associates to deliver on various business analyses and asset valuations as our Managing Directors work to expand our venture-backed investment portfolio.  Some of these responsibilities include on-site due diligence and analysis of industry positioning.

Essential Responsibilities

Provide full analytical support of new and on-going business deals, which includes due diligence and data collection ensuring the accuracy and validity of supplied information.

Analyze companies’ industry positioning and financial performance, including inventory and operational performance.

Evaluate productivity, efficiency and profitability while developing a qualitative understanding of the nuances that might affect asset values.

Create reports analyzing findings to review and present to management team.

Assist with researching the Technology and SaaS sectors as well as its subsectors; proactively communicate to management important events and/or possible business leads that may impact or generate deals.

Help maintain the internal deal database to ensure accurate and timely contact/company information.

Provide additional analysis support as requested by management.

Other duties and projects as needed.

Qualifications

B.A. or B.S. degree in Finance & Accounting/Business/Economics, Engineering/Math/Computer Science or a related field.

Minimum of one - three years of related experience in a lending, financial, banking, or consulting environment.

Excellent verbal and written communications skills.

Proven analytical, presentation and project skills are critical.

Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects at any given time.

Comprehensive understanding of financial statements is essential, including allocation of overhead expenses. In addition, comprehensive understanding of inventory and other asset accounting methodologies is preferred.

Demonstrated advanced proficiency with computer applications in a PC Windows based environment; experience with all MS applications is required.

Department: Technology Investment Team

Reports To: Vice President / Managing Director

Location: New York, NY, USA | Position: Full Time

We accept candidates on a rolling basis but we review applications in order of when candidates complete their application.

Our Onsite Diligence & Growth Strategy (DGS) Analyst program focuses on developing professionals in venture capital and PE investing. If you are an ambitious undergrad, you are passionate and curious about software, technology and scale-ups, and are looking for balanced exposure to the investing and operating toolkits in the world of tech, then we’d love to have you join us. In this role you will have the opportunity to diligence/evaluate and then work with growing, innovative tech scale-ups and help these companies solve some of their most difficult problems.What You’ll DoFunding technology scale-ups is not easy work. It is a competitive environment where many firms are trying to find their next “winner.” Insight’s approach is unique, and our Onsite DGS Analysts are involved in the entire company lifecycle from diligence of the initial investment through growth/operating and ultimately exit. From day one, you will be on the front lines helping our Investment teams make sound decisions. You will work with a team (3-5 members) to diligence potential investments. You will gather, analyze, and interpret information that forms the basis of Insight’s investment thesis. Each diligence is different but some common responsibilities include:

Building a market sizing model and doing market research

Interviewing a company’s customers, potential customers, channel partners, or employees 

Modeling and benchmarking company financials

Analyzing data in customer transaction database

Designing, launching and analyzing a customer survey

You will learn how to form an investment thesis, validate (or refute) the thesis, and clearly communicate both your quantitative and qualitative findings in memos and business meetings. Also, over time an Onsite DGS Analyst will have the opportunity to learn from and work with Insight’s Operating Partners and Venture Partners across our Centers of Excellence (which touch the critical functional areas of a software company including Sales & Customer Success, Marketing, Product & Tech, and Talent). Our Operating Partners and Venture Partners are industry leaders who work collaboratively with the CEOs of our companies and help them achieve their ambitious goals. Our Operating and Venture Partners offer great insights on general management topics such as how to set a business vision, evaluate a sales and marketing function, run an effective post-merger integration and much more.Insight has a strong tradition of promoting from within, but Insight Onsite alumni have gone on to start companies, run businesses, become investors, or attend graduate school.

Qualifications

Undergraduate degree with an outstanding record of academic achievement (business or quantitative degrees are a plus)

Demonstrated aptitude for analytics and quantitative problem-solving skills

A solid team player with a proven record of leadership who’s also an independent thinker

Ability to communicate complex ideas effectively   

Deadline-driven, organized, and able to multitask

Your employment will be conditioned upon:

Passing a background check.

Confirming your eligibility to work in the United States.

Acknowledgement of, agreement to, and continued compliance with Insight’s policies and procedures, including its Compliance Manual and Code of Ethics contained therein, as amended from time to time.

Execution of a confidentiality agreement in form and substance satisfactory to Insight.

Subject to applicable law, providing proof that you are vaccinated for COVID-19 (unless you are eligible for a reasonable accommodation from Insight’s mandatory vaccination policy for disability, pregnancy, religious belief, status as a victim of domestic violence, stalking or sex offenses or for any other reason protected by law).

Company Description

A little about Insight Partners

Founded in 1995, Insight Partners is a leading global venture capital and private equity firm investing in market-leading software ScaleUp companies. Some of these companies include Pluralsight, Qualtrics, Smartsheet, Alteryx, Yext, Trivago, HelloFresh, and Docusign. Insight has invested in more than 400 companies and has raised through a series of funds more than $30 billion in capital commitments. With 25+ years of investment experience, our mission is to partner with enterprise-ready software companies that have proven business models and product-market fit, to accelerate growth for long term success. 

Having completed 200+ portfolio led acquisitions, 100+ strategic exits, and more than 50 IPOs, Insight is the leading ScaleUp software investor. It engages in both majority and minority investments and purchases both primary and secondary shares. Insight’s focus on growth provides the financial flexibility to pursue investments such as growth equity, capital for M&A, PE buyouts, take-privates, pre-IPO rounds, and recapitalizations. Insight has been recognized by several awards and rankings including the Forbes Midas List, Fortune's list of top-performing 20 funds, and the Private Equity International Awards.

Insight’s ScaleUp division, Insight Onsite, partners with Insight’s portfolio companies to build formidable software businesses. Onsite is comprised of 50+ operational experts with experience working at ScaleUp software companies, who have the shared goal to help portfolio companies define their business strategy, build their teams, and improve their operations as they scale. Onsite is organized via 6 Centers of Excellence: Talent, Product & Tech, Marketing, Sales & Customer Success, Business Development, and Strategy and M&A, to provide tailored guidance critical to scaling software businesses.

We look forward to having the opportunity to learn more about you!