
Financial Strategist
8 hours ago
Our innovative firm is a pioneer in the private equity sector, led by a visionary entrepreneur who has grown two startups to $31M ARR and $7M in revenue. The team includes an Ex-Nasa software engineer and an Ex-Chief of Staff from Google.
The role involves working on Investor Accounts, coordinating Diligence Activities, and tracking Deal Progress. You will also provide light financial review, maintain accurate records, and ensure high-quality communication.
This position requires 1-5 years of experience in finance, consulting, investor relations, or account management. Strong English communication skills and exposure to working with U.S. or Western clients are preferred. You must be comfortable working with data, organizing information, and following structured workflows.
- Key Responsibilities:
- Investor Account Management
- Diligence Activity Coordination
- Deal Progress Tracking
- Light Financial Review
Required Skills:
- Finance and Accounting
- Investor Relations
- Consulting
- Account Management
Preferred Qualifications:
- Strong English Communication Skills
- Experience working with U.S. or Western clients
- Comfortable working with data and organized information
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