Firm Overview

Deep Ocean Partners (“Deep Ocean”) is a New York–based asset management firm whose mission is to create long-term value for investors by delivering uncorrelated, outsized risk-adjusted returns in private credit.  With a flexible mandate, rigorous investment process, and focus across the credit spectrum — including Direct Lending, Specialty Finance, Asset-Backed Lending (ABL), Factoring, Special Opportunities, and Distressed — Deep Ocean seeks to capitalize on niche, high-barrier segments of the private-credit market while maintaining agility to deploy into the most attractive opportunities at any point in the credit cycle.

The firm combines institutional-grade credit structuring with technology-enabled, data-driven underwriting, leveraging live borrower data to dynamically price, monitor, and optimize credit exposures. Its platform fuses the analytical depth of hedge-fund investing with the risk discipline of traditional credit, enabling the firm to originate and manage bespoke, collateralized loans across North America, Latin America, and Europe.

To scale its presence in Latin America, Deep Ocean formed a strategic joint venture with Polymath Ventures, a leading venture builder headquartered in Mexico City. The joint venture, Deep Ocean Polymath Ventures (“DOPV”), is dedicated to deploying structured credit solutions to fintechs, specialty-finance platforms, and SME lenders across Mexico and broader Latin America. DOPV combines Deep Ocean’s credit structuring and data infrastructure with Polymath’s deep regional operating footprint and venture-building expertise, creating a uniquely integrated lending and innovation platform.

The Mexico City office serves as a key operational hub for DOPV and for Deep Ocean’s broader cross-border private-credit deployments, ensuring seamless collaboration between Mexico-based borrowers and the firm’s portfolio and asset-management teams in New York. The Vice President – Operations & Underwriting will play a central role in supporting both Mexico-based transactions under DOPV and US-originated private-credit and factoring facilities, acting as a shared resource across the two platforms.

Description

Deep Ocean Partners is seeking an Operations & Underwriting Associate to join its Mexico City office.  This is a multi-disciplinary, high-impact role that combines operational leadership within Deep Ocean’s factoring and receivables-finance platform with analytical support for the firm’s private-credit and ABL execution efforts across both the United States and Mexico.

This position will be responsible for overseeing the day-to-day mechanics of factoring and asset-backed lending operations, including borrower onboarding, collateral verification, cash-flow management, and reporting accuracy. In parallel, the role will contribute to deal underwriting, due diligence, and closing execution, supporting Deep Ocean’s and DOPV’s portfolio of transactions across fintech, e-commerce, manufacturing, and specialty-finance verticals.

The successful candidate will be an operationally strong, analytically minded professional capable of bridging disciplines — equally comfortable managing daily funding and collections processes as they are reviewing borrowing-base models or underwriting a new facility. They will serve as a critical connective node between Deep Ocean’s Mexico-based borrowers, servicing partners, and its Portfolio & Asset Management teams in New York and Mexico City.

This position offers a rare opportunity to contribute to the scaling of a cross-border institutional credit platform and to work directly with senior leadership on both sides of the joint venture.

This is a full-time, in-office position based in Mexico City.

Key Responsibilities

Operational Management (Factoring & ABL)

• Oversee day-to-day operations of factoring and receivables-finance transactions, including borrower funding, reserve management, collections, and reconciliations.
• Validate invoice and payor eligibility, perform receivable verification, and manage notification processes to ensure compliance with facility documentation.
• Maintain real-time visibility into collateral pools, concentrations, dilutions, and aging across multiple borrowers.
• Coordinate with local accountants, servicers, and legal counsel to ensure adherence to transaction mechanics and reserve policies.
• Manage and enhance operational dashboards, borrower data feeds, and reporting protocols.
• Identify and implement process improvements to strengthen accuracy, transparency, and scalability of factoring and ABL operations.

Underwriting & Due Diligence

• Support underwriting of new private-credit transactions, including financial modeling, collateral evaluation, and scenario analyses.
• Conduct borrower diligence focusing on customer concentrations, working-capital efficiency, and cash-flow predictability.
• Assist in drafting investment memoranda, credit committee materials, and structuring recommendations.
• Coordinate with external counsel, auditors, and field examiners during diligence and documentation phases.
• Participate in the design of borrowing-base mechanics, advance-rate schedules, and covenant frameworks.

Execution & Portfolio Support

• Manage closing workflows in coordination with legal, tax, and accounting teams across both the US and Mexico.
• Ensure timely setup of borrower reporting pipelines, reserve accounts, and data integrations.
• Monitor post-closing performance, including borrower compliance, covenant tracking, and collateral movements.
• Prepare monthly asset-performance reports and support the Portfolio & Asset Management teams with variance analyses and risk dashboards.
• Assist in ongoing renewals, upsizings, or restructuring events as part of portfolio optimization efforts.

Cross-Functional Collaboration

• Act as the operational bridge between DOPV (Mexico City) and Deep Ocean (New York), facilitating communication across underwriting, operations, and asset-management teams.
• Collaborate with the firm’s data and analytics teams to strengthen real-time monitoring tools and credit-risk models.
• Serve as a local escalation point for servicing and borrower-relations issues, ensuring timely and proactive resolution.
• Support strategic projects to standardize processes and integrate best practices across geographies and asset classes.

Requirements

• 4–10 years of experience in factoring, trade finance, ABL, or private-credit underwriting and operations.
• Strong working knowledge of receivables-based lending, including notification, verification, dilution management, and borrowing-base mechanics.
• Proven ability to manage multi-party operational workflows, reconcile complex funding structures, and maintain disciplined reporting frameworks.
• Solid analytical and credit-underwriting background, ideally with exposure to fintech, SME lending, or structured credit.
• Bilingual fluency in English and Spanish (spoken and written)
• Excellent communication skills and the ability to coordinate effectively with remote teams across time zones.
• Advanced Excel and PowerPoint skills required; experience with SQL, ERP/CRM systems, or BI platforms (e.g., Power BI, Tableau) a plus.
• Bachelor’s degree in Finance, Accounting, Economics, or Engineering; MBA, CFA, or CPA preferred.
• Entrepreneurial mindset, high attention to detail, and the ability to thrive in a dynamic, data-driven environment.

Sobre DOPV

DOPV es una alianza entre Deep Ocean Partners (Nueva York) y Polymath Ventures (Ciudad de México), que combina experiencia institucional en crédito privado con un profundo conocimiento operativo de empresas tecnológicas, mercados de capitales locales y estructuras legales en México.

Somos una plataforma de crédito privado basada en ciencia de datos y habilitada por inteligencia artificial, enfocada en ofrecer soluciones de financiamiento respaldado por activos (Asset-Backed Lending, ABL) a fintechs, empresas B2B SaaS, e-commerce y otras compañías tecnológicas en México.

Nuestros productos incluyen crédito estructurado, factoring y líneas de capital de trabajo, con tickets que van desde MXN $100 a $1,000 millones (equivalente a $5–50 millones de USD), diseñados para escalar junto con empresas de alto crecimiento.

Sobre el rol

Buscamos una persona altamente proactiva, recursiva y con mentalidad de mejora continua para apoyar la operación diaria de distintas unidades de negocio (DOPV, KWC y otras iniciativas), al mismo tiempo que lidera esfuerzos de automatización para hacer más eficientes nuestros procesos internos.

Este es un rol híbrido que combina ejecución operativa con diseño e implementación de soluciones que permitan escalar la organización de forma más ágil.

Responsabilidades

🔧 Operaciones (50–60%)

• Apoyar la ejecución de tareas operativas en distintas unidades de negocio
• Dar seguimiento a procesos administrativos, financieros y de talento
• Coordinar con diferentes equipos para asegurar una ejecución fluida
• Organizar y estructurar procesos en entornos dinámicos y cambiantes
• Asegurar orden y visibilidad en procesos internos

⚙️ Automatización y mejora de procesos (40–50%)

• Identificar procesos manuales o repetitivos susceptibles de automatización
• Diseñar e implementar soluciones utilizando herramientas no-code / low-code
• Crear flujos de trabajo que aumenten la eficiencia en áreas como finanzas, talento y operaciones
• Proponer mejoras continuas para reducir fricción, errores y tiempos de ejecución
• Documentar procesos y construir sistemas simples pero efectivos

Perfil que buscamos

• Alta capacidad de ejecución y sentido de ownership
• Mentalidad de resolución de problemas
• Interés en operaciones, sistemas y eficiencia
• Familiaridad o interés en herramientas como Zapier, Notion, Airtable, Make, entre otras
• Muy organizado/a y detallista
• Capacidad de manejar múltiples prioridades al mismo tiempo
• Proactividad y ganas de aprender

Plus (no excluyente)

• Experiencia en startups, operaciones o consultoría
• Haber participado en automatización de procesos
• Perfil analítico

About DOPV

DOPV is a joint venture between Deep Ocean Partners (New York) and Polymath Ventures (Mexico City), combining institutional private credit expertise with deep operating knowledge of tech companies, local capital markets, and legal structures in Mexico.

We are a data science–led and AI-enabled private credit platform, focused on providing asset-backed lending (ABL) solutions to fintech, B2B SaaS, eCommerce, and other tech-enabled companies in Mexico. Our products include structured credit, factoring, and working capital facilities ranging from MXN $100–1,000 million ($5–50M USD equivalent), designed to scale alongside fast-growing businesses.

__________ 

We are looking for a Private Credit Associate to join our team. This role sits at the core of our investment process, supporting the evaluation, structuring, and monitoring of credit opportunities, as well as investor-facing materials.

We are looking for someone highly analytical, detail-oriented, and execution-driven, with strong financial judgment and the ability to operate in a fast-paced environment.

What You’ll Do:

• Your work will be focused across four key areas:

  Underwriting

  • Analyze financials and credit data to assess whether a company is a strong candidate for financing 

  • Evaluate business models and key risk drivers

  Structuring (critical)

  • Support the design of credit structures, including key terms, covenants, and risk frameworks

  • Translate deal logic into inputs for legal and execution processes

  Investor Materials & Communication

  • Prepare investment memos and materials for internal and external stakeholders

  • Support communication with investors, articulating the rationale behind each opportunity

  Monitoring

  • Track portfolio performance and compliance with covenants

  • Support ongoing analysis of borrower performance and risk

What Are We Looking For?

• Minimum 4 years of experience in investment banking, private equity, private credit, or strategic finance
• Strong analytical skills with a focus on financial modeling and market analysis
• Ability to work with financial data to support credit decisions and risk assessment
• Exposure to deal structuring is highly valuable and a strong differentiator
• Exceptional communication and stakeholder management skills in both English and Spanish
• Strategic, detail-oriented mindset with a high level of accuracy and attention to detail
• Comfort working in a fast-paced, entrepreneurial environment, and eagerness to take on new challenges

Why Join Us?

• Be part of a high-impact, entrepreneurial environment in emerging markets
• Gain hands-on experience working with some of the best talent in the industry, including our partners in the US
• Opportunities for growth, including potential leadership positions across the Polymath ecosystem
• Work alongside a dynamic, motivated team focused on sustainable economic development in Latin America
  
  

Location: Ciudad de México

About DOPV

DOPV is a joint venture between Deep Ocean Partners (New York) and Polymath Ventures (Mexico City), combining institutional private credit expertise with deep operating knowledge of tech companies, local capital markets, and legal structures in Mexico.

We are a data science–led and AI-enabled private credit platform, focused on providing asset-backed lending (ABL) solutions to fintech, B2B SaaS, eCommerce, and other tech-enabled companies in Mexico. Our products include structured credit, factoring, and working capital facilities ranging from MXN $100–1,000 million ($5–50M USD equivalent), designed to scale alongside fast-growing businesses.

For DOPV, we are looking for an Investment Operations Analyst who will play a critical role in the day-to-day execution and monitoring of our structured credit portfolio. The role is responsible for ensuring seamless deal closings, ongoing compliance with contractual obligations, and effective coordination across all stakeholders, including trustees, master servicers, legal counsel, portfolio companies, and investors.

This is a hands-on, execution-heavy position that combines operational rigor with real-world coordination. It requires both office-based work and frequent in-person engagement with external counterparties such as notaries, trustees, and clients.

Key Responsibilities

Deal Closing & Execution

• Coordinate the end-to-end closing process for structured credit transactions
• Collect and track execution of legal documentation across all parties
• Coordinate with notaries for document formalization and notarization
• Manage and follow up on Conditions Precedent (CPs) through full satisfaction
• Maintain document version control during negotiations with counterparties
• Act as the operational point person between internal teams, trustees, and portfolio companies during closings
  
  

Portfolio Monitoring

• Track compliance with financial covenants and performance tests for each transaction
• Maintain a detailed calendar of contractual obligations and key dates
• Receive, review, and archive periodic reports from the master services
• Prepare internal monitoring memos for review by the Investment Manager
• Track renewals and validity of insurance policies, powers of attorney, and other time-sensitive documentation
  
  

Third-Party Coordination

• Serve as the operational liaison with external legal counsel on execution-related matters
• Coordinate with trustees on payment instructions, collateral releases, and operational processes
• Request and follow up on clarifications or additional information from the master servicer as needed
  
  

Investor Operations

• Prepare and distribute capital call notices to investors
• Coordinate the execution of investor distributions
• Prepare and circulate periodic investor reporting (quarterly reports, statements, notices)
• Maintain accurate records of investor commitments, capital calls, and distributions
• Respond to investor information requests and coordinate inputs across internal teams
  
  

Documentation & Data Management

• Maintain organized and up-to-date deal-specific data rooms
  
• Manage physical and digital archives of executed original documents
• Coordinate subsequent drawdowns or disbursements when applicable
  
  

Candidate Profile

• 1–3 years of experience in legal, fiduciary, banking, or investment fund environments
• Basic understanding of trust structures, credit documentation, or structured finance
  
• Strong organizational skills with exceptional attention to detail
• High ownership mentality and strong follow-through
• Solid Excel skills and comfort working with document management tools
• Willingness and availability to conduct frequent in-person coordination and field work within the city

About ClearEngine:

ClearEngine is a strategic advisory firm that works with early-to-mid stage consumer companies, and specializes in strategy, finance, growth, marketing, as well as organizational strategy. We partner with exceptional leaders and companies with game-changing potential to empower their vision and chart a clear path to sustainable success. 

We are strategic advisors and operating partners to executives, owners and investors. We work as extensions of leadership teams to clarify their paths to success, navigate complex situations, and create long-term value by unlocking growth and accelerating profitability. We tailor our approach to each client’s needs and prioritize pragmatic, profitability-minded solutions that are lean and data-driven. As operators with deep experience in the trenches, we roll up our sleeves with our clients, often driving execution and implementation. 

We are based in Miami, FL, and we partner with clients and collaborators throughout the U.S. and internationally, providing a fast-paced, entrepreneurial environment for those seeking impact and experience in the inner workings of start-ups and growth-stage businesses. 

Overview of ClearEngine here. 

The Opportunity

ClearEngine is seeking an outstanding Strategic Finance Associate to support strategic financial advisory services across a portfolio of growing consumer businesses. In this role, you will support the execution of Fractional CFO engagements, working directly with founders and operators to translate financial data into clear, actionable decisions around growth, profitability, and cash management.

You will partner closely with ClearEngine’s Principals and senior team to deliver high-impact financial analysis, build and run core finance processes, and help clients navigate complex trade-offs as they scale. This role offers hands-on exposure to real operating decisions across multiple businesses, with increasing client interaction and ownership over time.

This role is ideal for someone with 2–4 years of experience in FP&A, accounting, internal financial operations at a start-up or consumer/retail company, investment banking, or financial consulting. This role provides a unique opportunity for growth in an entrepreneurial setting, offering hands-on exposure to diverse, high-growth businesses and strategic projects.

Key Responsibilities:

• Financial Modeling & Analysis: Build, refine, and maintain dynamic financial models (P&L, rolling cash flow, operating models, scenario analysis) to support strategic decision-making.
• Support CFO-service Workstreams: Assist in budgeting, forecasting, monthly close, cash flow management, working capital optimization, and financial & investor reporting for client companies.
• Client & Internal Reporting: Develop monthly dashboards and reporting packages for founders, executive teams, and investors, synthesizing financial data and key KPIs.
• Finance Systems & Tools Implementation: Assist in onboarding and optimizing tools such as QuickBooks, Gusto, Ramp, and bill.com, and help build processes for AP/AR, payroll, and expense tracking.
• Cross-Functional Collaboration: Support Principals to partner with client stakeholders across operations, marketing, and supply chain to support profitability initiatives and operational improvements.
• Strategic & Transaction Support: Assist with client capital raises, M&A activity, or other strategic initiatives through data room prep, investor material development, and financial due diligence.
• Project Execution: Manage workstreams and deliverables across multiple clients, ensuring high-quality output and clear communication with all stakeholders.
• Process Optimization: Develop scalable solutions or internal toolkits for broader use across ClearEngine and clients.

 Qualifications:

• Extreme drive that is contagious, exceptional attention to detail, able to manage up with a high degree of autonomy and self-reliance.
• Willingness to roll-up sleeves to take on nitty-gritty executional tasks that come with an early-stage company/environment
• Self-starter with the ability to work independently in a fast-paced environment.
• 2–4 years of experience in FP&A, investment banking, accounting, consulting, or financial operations in a high-growth company. 
• Experience in or exposure to the retail, eCommerce, or consumer sector significantly preferred
• Strong Excel and financial modeling skills; experienced in building complex, dynamic models from scratch that can flex across scenarios based on changing business assumptions.
• Significant understanding of financial statements and accounting principles.
• Owning forecasting, budgeting, cash flow, and scenario modeling
• Translating P&L, balance sheet, and cash flow into strategic decisions (investment, growth trade-offs, profitability)
• Building dashboards, KPIs, and reusable financial models
• Acting as a financial thought partner to clients, not just an analyst
• Strong written and verbal communication skills in English; able to present insights clearly to consulting Principals and eventually, client executive stakeholders.Bachelor's degree in finance, business, economics, or a related field.
• Proficient in financial analysis, budgeting, forecasting, and cash flow planning.
• Familiarity with financial tools and platforms (e.g., QuickBooks, Gusto, Ramp, bill.com, NetSuite, Shopify) is a plus.

• Collaborative team player with a proactive, entrepreneurial mindset.
• Ability to adapt and pivot in response to changing project needs and client requirements.
  
  

Interested Candidates:

We’re a small, thoughtful team with high standards and a passion for impact—reach out if that sounds like you.

About ClearEngine:

ClearEngine is a strategic advisory firm that works with early-to-mid stage consumer companies, and specializes in strategy, finance, growth, marketing, as well as organizational strategy. We partner with exceptional leaders and companies with game-changing potential to empower their vision and chart a clear path to sustainable success. 

We are strategic advisors and operating partners to executives, owners and investors. We work as extensions of leadership teams to clarify their paths to success, navigate complex situations, and create long-term value by unlocking growth and accelerating profitability. We tailor our approach to each client’s needs and prioritize pragmatic, profitability-minded solutions that are lean and data-driven. As operators with deep experience in the trenches, we roll up our sleeves with our clients, often driving execution and implementation. 

We are based in Miami, FL, and we partner with clients and collaborators throughout the U.S. and internationally, providing a fast-paced, entrepreneurial environment for those seeking impact and experience in the inner workings of start-ups and growth-stage businesses. 

Overview of ClearEngine here. 

We’re seeking a high-functioning Executive Assistant to support both Partners across ClearEngine and Vizcaya Ventures. This is a critical EA role at the center of a fast-moving advisory and venture environment. You will be the Partners’ force-multiplier: orchestrating calendars and priorities, owning communications and follow-through, coordinating complex processes and meetings, driving internal operations, and handling personal logistics to keep the whole machine running smoothly. If you thrive on anticipation, project management and execution, you’ll love this role.

Key Responsibilities

Executive Support & Prioritization

• Serve as primary gatekeeper for two Partners; manage complex, shifting calendars across time zones and entities (clients, investors, advisors).
• Proactively anticipate needs; prepare briefs, agendas, and materials in advance of meetings; document decisions and drive follow-ups to completion.
• Draft, edit, and polish emails, memos, and light presentation content; maintain professional tone and brand voice.
  
  

Meeting & Communication Orchestration

• Own meeting lifecycle: scheduling, confirmations, prep docs, tech set-up/links, note-taking, action tracking, and next-step communications.
• Maintain clean pipelines and contact hygiene (CRM/light database upkeep, intros, and follow-ups).
  
  

Travel & Logistics

• Coordinate end-to-end domestic and international travel (multi-city routes, holds, alternates, last-minute changes); manage on-trip itineraries and contingency plans.
• Arrange dinners, offsites, and small events; handle vendor coordination and contracts as needed.
  
  

Operational & Administrative Support

• Support firm operations (contracts tracking, e-filing, expense submission, receipts, reimbursements, basic AP/AR coordination with bookkeepers).
• Maintain organized digital systems and knowledge hubs (Drive, Notion, folders, naming conventions).
• Track reimbursements, credit card expenses, and vendor invoices; ensure timely processing with bookkeepers.
• Support client invoicing logistics and reminders where needed.
  
  

Project & Task Tracking

• Maintain trackers across multiple client and internal initiatives; monitor deadlines and proactively flag potential slippage.
• Follow up with internal team members, clients, and external collaborators to ensure deliverables stay on track.
• Provide light project management support, ensuring priorities are clearly surfaced to the Partners.
  
  

Personal Assistance 

• Assist with personal logistics to free Partner time: family scheduling, reservations, gift purchasing, appointments, healthcare scheduling, household/vendor coordination, travel for family when needed.
• Handle time-sensitive errands and tasks (virtually).
  
  

Special Projects

• Jump into ad-hoc research, vendor sourcing, light spreadsheet updates, and project coordination across ClearEngine and Vizcaya Ventures portfolio needs.

 Qualifications:

• 3-4+ years of Administrative Assistant experience supporting founders, CEOs, Partners, or senior executives in fast-paced, high-expectation environments (advisory, venture, PE, start-up, or high-growth consumer preferred).
  Polished written and verbal communication in English; crisp, concise, and professional.
• Proven mastery of calendar triage, stakeholder coordination, and proactive prioritization across competing deadlines.
• Demonstrated discretion and judgment handling confidential and sensitive information and processes.
• Tech-savvy and fast: Google Workspace, Slack, Zoom, Calendly, Notion (or similar), basic spreadsheet competency; experience with basic finance ops (invoicing, payments, expenses, receipts, reimbursements) a plus.
• Service-oriented, resourceful, and solutions-driven with extreme attention to detail.
• Comfortable with occasional off-hours responsiveness for urgent needs across time zones.
• Bachelor’s degree preferred.
  
  

What Success Looks Like

• The Partners’ time is protected and focused on the highest-value priorities.
• Meetings are well-prepped, decisions captured, and follow-ups reliably completed.
• Travel and events run smoothly, with smart contingencies.
• Systems stay organized; inboxes and calendars feel manageable.
• Personal logistics are handled with elegance, privacy, and care.
  
  

Compensation & Benefits

• Competitive salary commensurate with experience, with performance-based review.
• Flexible work environment with significant exposure to founders, investors, and high-growth brands.
• Growth opportunities across projects within ClearEngine and Vizcaya Ventures.
  
  

Interested Candidates

We’re a small, thoughtful team with high standards and a passion for impact—reach out if that sounds like you.

About ClearEngine:

ClearEngine is a strategic advisory firm that works with early-to-mid stage consumer companies, and specializes in strategy, finance, growth, marketing, as well as organizational strategy. We partner with exceptional leaders and companies with game-changing potential to empower their vision and chart a clear path to sustainable success. 

We are strategic advisors and operating partners to executives, owners and investors. We work as extensions of leadership teams to clarify their paths to success, navigate complex situations, and create long-term value by unlocking growth and accelerating profitability. We tailor our approach to each client’s needs and prioritize pragmatic, profitability-minded solutions that are lean and data-driven. As operators with deep experience in the trenches, we roll up our sleeves with our clients, often driving execution and implementation. 

We are based in Miami, FL, and we partner with clients and collaborators throughout the U.S. and internationally, providing a fast-paced, entrepreneurial environment for those seeking impact and experience in the inner workings of start-ups and growth-stage businesses. 

Overview of ClearEngine here. 

Associate – Strategy & Operations:

ClearEngine is seeking an outstanding associate to support project management and lead detailed analysis on client engagements. This role owns the day-to-day operating cadence of client engagements and ensures work is brought to senior leaders at a high level of completeness. You will work closely with ClearEngine’s Principals and team members to execute complex analyses, manage projects, and develop high-quality client deliverables.

The ideal candidate has 2-4 years of experience in consulting, finance, or a fast-paced start-up or corporate environment. You should be an analytical thinker, proactive, and able to manage tasks independently. This role provides a unique opportunity for growth in an entrepreneurial setting, offering hands-on exposure to diverse, high-growth businesses and strategic projects.

Responsibilities:

• Own day-to-day delivery of client engagements, including setting and managing project plans, tracking decisions and dependencies, ensuring timelines and deliverables are met, and proactively surfacing risks or blockers.
• Lead structured analysis and modeling to translate complex data into clear insights, trade-offs, and recommendations that inform client decisions around growth, profitability, and resource allocation.
• Drive the development of client-facing deliverables, bringing analyses, narratives, and recommendations to a high level of completeness before senior review and presentation.
• Synthesize inputs across workstreams into concise, decision-oriented presentations and reports for founders, executives, and investors.
• Prioritize and manage multiple client workstreams simultaneously, balancing urgency and impact to maintain momentum across engagements.
• Partner directly with client teams to drive execution of agreed initiatives, tracking outcomes and ensuring follow-through against defined objectives.
• Help codify repeatable processes, templates, and best practices to improve ClearEngine’s delivery quality and scalability across clients.
• Own execution of internal initiatives and business development workstreams, ensuring high-quality outputs and minimal senior overhead.

Requirements:

• Extreme drive, strong ownership mindset, and exceptional attention to detail, with the ability to manage up and operate with a high degree of autonomy.
• Comfortable operating in ambiguity, able to take loosely defined problems and drive them to clear, actionable outcomes.
• 2–4 years of experience in consulting, strategy, finance, operations, or a high-growth startup environment; consumer-facing experience preferred.
• Demonstrated ability to structure complex information into clear analyses, models, and decision-oriented narratives.
• Strong analytical skills, including financial and data analysis, with the ability to translate insights into recommendations.
• Proven capability to manage multiple workstreams and priorities simultaneously, maintaining momentum across projects.
• Clear, concise written and verbal communication skills in English, including the ability to prepare client-ready presentations.
• Willingness to roll up sleeves and engage in hands-on execution, especially in early-stage or fast-moving environments.
• Collaborative team player who contributes to shared outcomes and continuous improvement.
• Familiarity with common analytics, financial, or project management tools (e.g., Excel, BI tools, PM tools) is a plus, but learning speed matters more than specific platforms.
• Bachelor’s degree in business, finance, economics, engineering, or a related field.

About ClearEngine:

ClearEngine is a strategic advisory firm that works with early-to-mid stage consumer companies, and specializes in strategy, finance, growth, marketing, as well as organizational strategy. We partner with exceptional leaders and companies with game-changing potential to empower their vision and chart a clear path to sustainable success. 

We are strategic advisors and operating partners to executives, owners and investors. We work as extensions of leadership teams to clarify their paths to success, navigate complex situations, and create long-term value by unlocking growth and accelerating profitability. We tailor our approach to each client’s needs and prioritize pragmatic, profitability-minded solutions that are lean and data-driven. As operators with deep experience in the trenches, we roll up our sleeves with our clients, often driving execution and implementation. 

We are based in Miami, FL, and we partner with clients and collaborators throughout the U.S. and internationally, providing a fast-paced, entrepreneurial environment for those seeking impact and experience in the inner workings of start-ups and growth-stage businesses. 

Overview of ClearEngine here. 

Associate – Growth & Marketing

ClearEngine is seeking a Growth & Marketing Associate to support growth-related workstreams across client engagements. This role partners closely with ClearEngine Principals, senior team members, and external execution partners to help design, analyze, and support the execution of integrated growth strategies across performance marketing, brand, and lifecycle marketing channels.

This role is well-suited for someone who is analytically strong, execution-oriented, and eager to deepen their understanding of full-funnel growth in a client-facing, operator-led advisory environment. You will not be the sole owner of channels, but you will play a critical role in structuring growth plans, analyzing performance, and ensuring disciplined execution and measurement.

Responsibilities:

• Support client growth engagements, helping manage growth-related workstreams and ensuring alignment with overall project goals, timelines, and success metrics.
• Contribute to the development of integrated growth strategies, spanning acquisition, retention, and brand, grounded in unit economics and business objectives.
• Assist in planning and structuring full-funnel marketing roadmaps, including channel mix, budget allocations, targets, and testing priorities.
• Analyze marketing and customer performance data, including CAC, ROAS, LTV, cohort behavior, and funnel metrics, to generate insights and recommendations.
• Support performance marketing oversight, including campaign analysis, reporting, and coordination with agencies or execution partners.
• Contribute to brand and campaign planning, helping translate strategy into clear briefs, calendars, and execution plans in collaboration with creative, product, or external teams.
• Build and maintain growth dashboards and reporting, synthesizing channel performance, KPIs, and business impact for founders and executives.
• Partner cross-functionally with finance, product, and operations to ensure growth plans are aligned with broader business priorities.
• Support execution and follow-through, tracking initiatives, timelines, and outcomes to ensure accountability and momentum across engagements.
• Stay current on growth and marketing trends, tools, and best practices to continuously improve client outcomes.

Requirements:

• Extreme drive that is contagious, exceptional attention to detail, and the ability to manage up with a high degree of autonomy and self-reliance.
• Strong organizational skills and experience managing multiple projects simultaneously, with a consistent focus on meeting deadlines and delivering high-quality results.
• Willingness to roll up sleeves and engage in nitty-gritty executional tasks that come with working in an early-stage, fast-moving environment.
• 2–4 years of experience in growth marketing, performance marketing, analytics, consulting, or a high-growth startup environment; consumer experience preferred.
• Working knowledge of multi-channel marketing strategies, including paid media, lifecycle/email, SEO, affiliates, content, and brand marketing.
• Ability to blend creative thinking with data-driven insights, translating analysis into clear recommendations, campaigns, and execution plans.
• Strong analytical skills and comfort working with marketing and customer data; experience with tools such as Excel, Google Analytics, ad platforms, or BI tools.
• Ability to translate complex information into clear, concise narratives and present insights effectively to internal teams and client stakeholders.
• Comfortable operating with ambiguity and imperfect information, able to structure problems and move work forward with limited direction.
• Collaborative team player with a proactive, entrepreneurial mindset.
• Bachelor’s degree in marketing, business, economics, or a related analytical field.

Polymath Ventures

Sobre la posición

Estamos en búsqueda de un analista contable para unirse a nuestro equipo de F&A. Si eres una persona proactiva, con pasión por los números y la contabilidad, y estás buscando una oportunidad emocionante en el sector de startups, ¡esta es tu oportunidad!

Como analista de contabilidad en Polymath Ventures, serás responsable de apoyar en la gestión financiera y contable. Trabajarás en estrecha colaboración con el equipo financiero para asegurar una contabilidad precisa y oportuna, así como para brindar análisis financiero relevante para la toma de decisiones. 

Responsabilidades Principales:

• Registrar transacciones financieras en el sistema contable, verificar la exactitud de los datos y asegurar la conciliación de cuentas.
• Liquidación de planillas de seguridad social
• Asistir en el proceso de cierre contable mensual, incluyendo la revisión de los registros financieros, ajustes y provisiones necesarias.
• Mejora de procesos: Identificar oportunidades de mejora en los procesos contables y financieros, proponer soluciones eficientes y participar en su implementación.
  
  

Requisitos:

• +6 meses de experiencia en cargos similares
• Conocimientos en contabilidad y Excel
• Manejo básico de Siigo
  
  

Información adicional: 

• Modalidad: Híbrido con 2 dias en oficina en Bogotá
• Tipo de contrato: Término indefinido