ABOUT THE ROLE

Under the guidance of an engineering manager or field service manager, act as a team design application engineer and regular field implementation. As a fully competent engineer the primary goal of the Electrical Design Engineer is to apply sound and diversified knowledge of engineering principles and practices in broad areas of assignments in related fields and to develop broad multi-task, electrical substation experience to effectively manage medium to large sized EPC projects. 

Some of the responsibilities you can expect include the following: 

• Independently make decisions regarding engineering problems and methods.
• Utilizing intuition and innovation independently solve design problems.
• Instill a professional image with all dealings with Equisales clients, as well as interpersonal relationships with team members. Provide encouragement, insight, mentoring and challenge to team members under your supervision.
• Utilizing advanced techniques, precepts and practices of the engineering field and related sciences and disciplines, independently carry out engineering assignments based on the International Electrical Codes (IEC) as well as American National Standards Institute (ANSI).
• Coordinate QA/QC design reviews as well as final sign-off of documents issued for procurement and construction.
• Perform detailed electrical design and system studies for medium to extra high voltage substation facilities and power systems including load flow studies; short circuit studies; protective relay coordination and protection studies and other specialized analysis associated with power system engineering, including but not limited to, AC/DC loading calculations and battery/charger sizing.
• Develop the one-line diagrams, AC/DC control schematics, wiring drawings, and cable schedules.
• Develop control building along with relaying and metering specifications.
• Travel to job site required.

ABOUT YOU

• BSEE or BSCE with minimum 5 years’ experience, or an M .S. degree in engineering with sufficient experience required for advancement as determined by management, or a combination of applicable education and experience as determined by management; professional registration or expectation of achieving professional registration within a specified time period.
• While performing the duties of this position the employee is frequently required to sit for long periods of time; occasionally lift a maximum of 20 pounds; specific vision abilities required by this job include close vision, color vision, ability to adjust focus.
• Occasional travel.
• FLSA STATUS: Exempt.

ABOUT THE WORK ENVIRONMENT

This role is remote with travel to our various Data Center locations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

About the role

As a BizOps Associate at Grüns, you will apply strategic skills combined with your quantitative abilities and experience in data-driven analysis to drive growth, improve the bottom line, and surface new opportunities. You will work closely with talented, driven leaders across different departments to develop and test new strategies. You will actively influence product design and acquisition strategy to deliver compelling value to the customer while optimizing for the P&L. This role reports directly to Director, BizOps.

This role is part of our remote HQ! We have a fully remote, high-trust work environment - and also come together on a biannual basis for amazing off-sites where we can connect IRL.

In this role, you will:

• Identify business challenges and opportunities for improvement and leverage data in a creative and analytical manner to make strategic or tactical recommendations.
• Involve problem frameworks; develop hypotheses, tests, and analysis to inform solution development; lead implementation efforts; and develop monitoring plans for successful execution of projects.
• Build and navigate data comfortably to solve key business problems, answer ad hoc requests, and report on key metrics for needs both within the Finance team and across the business to key stakeholders.
• Develop & maintain financial models to forecast financial impact of new strategies, opportunities, and risks and measure actual performance against forecasts.
• Perform modeling/analytics to assist new product and pricing strategies.
• Support direct-to-consumer marketing efforts, evaluate new channels, and optimize existing strategies.
• Identify and refine KPI metrics to target to monitor business performance and improvement.

We're looking for someone who has:

• BS/MS Degree in a quantitative or computational field
• 4+ years experience in data analytics in corporate, consulting, or investment banking
• Exceptional communication skills with technical and non-technical audiences, able to influence your partners using clear, concise insights and recommendations through strong data-driven analyses
• High proficiency with Excel/Google Sheets and PowerPoint/Google Slides
• Expertise with SQL, with R and/or Python knowledge preferred
• Exceptional thought partnership skills, able to own direct relationships with stakeholders and build credibility through clarity and judgment
• Strong statistical skills and intuition for solving problems in both consumer-facing and internal product areas
• Experience with Cloud Computing (Google Cloud) platforms preferred

To Apply: 

Please enter your info and share a bit about yourself with us below. We ask that you do not use Chat GPT or similar tools to answer these questions, as it is our hope to genuinely get to know you and the way you communicate and think! We do love integrating these tools into our work though, and you’ll hear plenty more about that if you join us.

Compensation & Benefits:

At Grüns, we're committed to providing a competitive total compensation package — grounded in market data that considers our size, stage, industry, and location. For this role, the base salary range is $120,000-$135,000 depending on experience, paired with a comprehensive benefits package designed to support the well-being and growth of our team.

Job Purpose:  

Shields Health Solutions is looking to add a Business Development Associate to supplement its growing business development team. This will be a very hands-on and analytical role, touching every aspect of the business development process with high visibility to the Shields Executive Leadership Team and C-level executives at our hospital partners. We are looking for a self-starter and highly motivated individual to own work products from start to finish and make an immediate impact on the team. 

It is preferred that the candidate live in EST/CST time zones.

Job Duties:  

• Lead and own the creation of detailed analyses, financial models, and pitch materials for new health system partners and new business opportunities 

• Work closely with sales and clinical leaders to develop a partnership strategy based on health system needs and financial data  

• Serve as part of the client-facing deal team, presenting financial and strategic analyses to health system leadership  

• Support the execution of new business and strategic initiatives for senior leadership 

• Perform comprehensive and in-depth competitor, new business, and industry research 

• Organize and prioritize critical issues and required information for the leadership team to facilitate efficient decision making  

• Work with cross-functional teams to support new partnerships and provide client-oriented solutions 

Experience/Education: 

• Bachelor’s Degree or equivalent experience required.
• 2-3 years of experience working in an analytically intensive field (investment banking, management consulting, corporate development) or business development operations experience at another high growth company 

• Entrepreneurial attitude - willingness to roll up their sleeves and work alongside staff to make things happen quickly 

• Self-starter who is able to work independently with limited oversight from managers  

• Highly motivated and results-driven professional who thrives in a team-oriented environment 

• Analytically oriented person who makes and defends decisions based on hard data 

• Experience and interest in presenting to C-level executives 

• Strong Excel and PowerPoint skills, including financial modeling and data visualization 

• Outstanding written and verbal communication skills 

• Healthcare experience or passion for the industry is a plus 

• Professionals will likely travel 25% of their time, meeting with partners 

Job Salary: 

Range between $100,000 to $120,000.

*In addition to offering annual bonus potential, salary determinations at the time of offer may vary based on multiple differentials including but not limited to:

• Specialized Skills
• Training
• Experience
• Education

The Team

The Finance Team is integral to Federato's mission, ensuring the financial health and sustainable growth necessary to support Federato’s long-term mission. In addition to overseeing the nuts and bolts of core finance and business operations, our team drives strategic initiatives to accelerate growth and operating efficiency. This team combines financial expertise with a forward-thinking vision.

What You'll Be Doing:

• Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
• Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
• Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
• Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
• Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with Controller.
• Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
• Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
• Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
• Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

Who We Hope You Are:

• Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
• Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
• Strong systems proficiency and the ability to leverage technology to scale the finance function 
• Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors)
• 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS

Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. 

Title: Enterprise Risk & Capital Strategy Principal

Location: Remote

Position Summary

This role supports enterprise risk management, capital strategy, and strategic growth initiatives. Partners across actuarial, finance, and investments to drive data-informed decisions that balance risk, return, and regulatory requirements while supporting financial strength and growth. 

Essential Job Functions:

• Play a critical part in ensuring financial strength, optimizing capital allocation, and evaluating strategic growth opportunities.
• Partner closely with actuarial, finance, investments, and executive leadership to drive data-informed decisions that balance risk, return, and regulatory requirements.
• Influence the company’s financial resilience and growth strategy directly by ensuring appropriate risk-taking, efficient capital deployment, and disciplined evaluation of strategic opportunities.
• Play a key role in maintaining strong regulatory standing and supporting rating agency relationships.

Corporate Development & Strategy

• Evaluate strategic initiatives including Mergers & Acquisitions (M&A), reinsurance transactions, distribution partnerships, and new product/market entry.
• Build and review financial models for acquisitions, divestitures, and strategic investments.
• Perform valuation analyses (discounted cash flow [DCF], comparable companies, embedded value where applicable).
• Conduct industry and competitor analysis across life, annuity, and/or Property & Casualty (P&C) markets.
• Support due diligence and integration planning for transactions. 

Capital Modeling & Financial Planning

• Develop and maintain capital models across regulatory and economic frameworks (e.g., risk-based capital [RBC], economic capital, rating agency models such as AM Best/Standard & Poor’s [S&P]).
• Analyze capital adequacy and support capital allocation decisions across business lines.
• Perform sensitivity and scenario testing to assess impacts on surplus, earnings, and ratings.
• Partner with actuarial and finance teams on projections, reserve impacts, and asset-liability management (ALM).
• Support ORSA filings, rating agency submissions, and capital-related disclosures.

Enterprise Risk Management (ERM)

• Support the design, enhancement, and execution of the company’s ERM framework in alignment with National Association of Insurance Commissioners (NAIC) and Own Risk and Solvency Assessments (ORSA) requirements.
• Identify, assess, and monitor key risks including underwriting, market, credit, liquidity, and operational risks.
• Lead risk assessments, scenario analysis, and stress testing (e.g., interest rate shocks, catastrophe events, lapse risk).
• Prepare risk reports and dashboards for senior management and the Board.
• Collaborate with business units to develop and track risk mitigation strategies. 

Qualifications

• Bachelor’s degree in Actuarial Science, Finance, Economics, Mathematics, or related field.
• 5–10+ years of experience in insurance risk management, actuarial, corporate finance, investment banking, or strategy.
• Strong understanding of insurance fundamentals (reserving, pricing, reinsurance, ALM).
• Experience with capital frameworks such as RBC and/or economic capital models.
• Progress toward or attainment of FSA/ASA, CFA, or MBA strongly preferred.
• Advanced Excel skills; experience with modeling tools (e.g., Python, R, VBA, Prophet, AXIS, or similar) is a plus.

Key Competencies

• Strong quantitative and analytical capabilities.
• Investment Banking Experience.
• Ability to translate complex actuarial/financial concepts into business insights.

Compensation: $105,200.00 - $147,950.00 

#APP

#VIZI

About the Opportunity: 

FE International is seeking experienced M&A professionals to join as independent contractors (1099) at a Partner level. As a Partner, you will operate with a high degree of autonomy while benefiting from centralized deal support, marketing, legal, and buyer outreach teams. You’ll bring deep relationships across private equity, venture capital, family offices, and strategic buyers, and will lead transactions end-to-end with full control over your client relationships and compensation structure. 

This is a commission-only position with no base salary - you earn based solely on the revenue you generate from closed deals.

Compensation Structure:

• 100% commission-based (no base salary)
• Higher commission rates for deals you source yourself
• Lower commission rates for deals provided by FE International

Your Role as a Strategic Partner: 

• Business Origination: Source new clients and deal flow from your network, targeting founder-led companies, institutional investors, family offices, and corporate sellers primarily in software, e-commerce, and technology. 

• Transaction Leadership: Lead execution of buy-side, sell-side, and capital raise mandates including valuation, strategic positioning, negotiations, due diligence coordination, and closing. 

• Client Advisory: Act as the client’s lead strategic advisor, helping define exit strategies, capital structuring, and positioning for acquirers and investors. 

• Collaborative Execution: Work independently alongside FE International’s internal teams (marketing, financial analysis, CRM, buyer development, and legal) to deliver best-in-class outcomes. 

• Platform Contribution: Participate in firm growth initiatives, knowledge sharing, and help elevate the Firm’s reputation and standards. 

Ideal Background: 

• 8+ years of experience in investment banking, corporate development, private equity, or M&A advisory. 
• Proven track record of originating and closing deals
• Existing network of potential clients (founders, PE firms, family offices, corporate buyers)
• Experience in software, e-commerce, or technology sectors preferred
• Self-sufficient and entrepreneurial mindset

What FE International provides : 

• Use of company brand and reputation
• Access to internal systems (CRM, buyer database, other common industry systems)
• Support from marketing, legal, and administrative teams
• Deal execution support when needed
• Access to leads on a team rotation model

Important to Understand:

• You are an independent contractor, not an employee
• No benefits, paid time off, or expense reimbursements
• Success depends entirely on your ability to generate deals
• This role is best suited for established M&A professionals with strong existing networks who want to operate independently while leveraging an established firm's infrastructure.

We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy.

This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment.

Key Responsibilities

· Identify and research acquisition targets across defined geographies and verticals

· Conduct high-volume outbound outreach via phone and email

· Hold introductory calls with agency owners and executives

· Track all outreach activity in Company CRM with complete accuracy

· Manage follow-up cadence and nurture long-term opportunities

· Coordinate introductory meetings between prospects and senior leadership

· Support pipeline reporting and KPI tracking

Qualifications

· 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role

· Comfortable making outbound calls daily

· Strong verbal communication skills

· Experience using CRM systems required

· Highly organized and self-motivated

· Competitive and resilient

AI Course Builder – Business & Finance Applications

About Wall Street Prep

Founded in 2004 by investment bankers, Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling. Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills.

We partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs. Our training is delivered through engaging in-person classroom sessions and via our industry-leading online learning platform, all designed by experienced finance professionals.

As artificial intelligence rapidly transforms financial services, WSP is expanding its AI curriculum to help finance professionals integrate modern AI tools directly into their workflows.

Position Overview

Wall Street Prep is seeking AI Course Builders with strong practical experience using modern AI tools and automation workflows to help develop short, practical AI courses for finance professionals.

In this role, you will focus on designing hands-on AI learning content rather than delivering live instruction.

You will work with WSP’s learning team to develop high-impact modules that teach finance professionals how to apply AI tools to real business tasks, such as research, financial analysis, workflow automation, and productivity.

This includes building course content centered around leading AI assistants and enterprise AI platforms such as ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, and Shortcut, along with Python-based workflows and API integrations.

Your work will directly shape how professionals in investment banking, private equity, asset management, consulting, and corporate finance adopt AI in their day-to-day work.

Key Responsibilities

AI Course Development

Design and build practical learning modules covering topics such as:

• Foundations of generative AI and large language models
  
  
• Prompt engineering for business workflows
  
  
• AI-assisted research and knowledge synthesis
  
  
• AI-assisted financial analysis and modeling
  
  
• Workflow automation using AI tools
  
  
• AI productivity tools for analysts and professionals

Hands-On Exercise Design

Develop real-world exercises and labs that teach professionals how to use AI tools in practice, including:

• Using ChatGPT, Claude, Gemini, and Perplexity for research, analysis, and writing
  
  
• Leveraging Microsoft Copilot, Rogo, and Shortcut to automate workflows and productivity tasks
  
  
• Building prompt workflows for financial analysis and research
  
  
• Creating simple Python-based automation scripts
  
  
• Demonstrating AI-assisted coding and data analysis

Practical Use Case Development

Create applied case studies that demonstrate AI in real-world business and finance contexts, such as:

• Investment research and summarization
  
  
• Financial data analysis and visualization
  
  
• Competitive analysis
  
  
• Document review and synthesis
  
  
• Workflow automation and productivity tools

Collaboration with the Learning Team

Work with WSP’s instructors and learning designers to:

• Translate technical AI concepts into practical business workflows
  
  
• Develop structured course modules and exercises
  
  
• Update content as AI tools rapidly evolve
  
  
• Ensure courses are practical, relevant, and accessible to finance professionals

What We Are Looking For

Experience

3+ years of experience working with AI tools, machine learning, data science, or AI-enabled workflows.

Strong practical experience using modern AI assistants and enterprise AI tools such as:

• ChatGPT
  
  
• Claude
  
  
• Gemini
  
  
• Microsoft Copilot
  
  
• Perplexity
  
  
• Rogo
  
  
• Shortcut
  

Experience applying AI tools to real-world workflows such as research, analysis, automation, coding, or productivity.

Experience building technical content such as:

• technical tutorials
  
  
• course materials
  
  
• developer documentation
  
  
• technical blog posts
  
  
• learning modules or workshops

Experience in finance, consulting, or corporate environments is a plus but not required.

Technical Skills

Practical expertise using generative AI tools including:

• ChatGPT
  
  
• Claude
  
  
• Gemini
  
  
• Perplexity

Experience with AI productivity tools and workflow assistants such as:

• Microsoft Copilot
  
  
• Rogo
  
  
• Shortcut

Python programming experience strongly preferred, including libraries such as:

• Pandas
  
  
• NumPy
  
  
• Matplotlib
  
  
• scikit-learn

Experience working with AI APIs and frameworks such as:

• OpenAI API
  
  
• Hugging Face
  
  
• LangChain
  
  
• similar AI tooling

Working Arrangement

This role is project-based or part-time, focused on building course materials for upcoming AI training programs.

The position is remote-friendly.

Content developers will collaborate closely with WSP’s learning team and instructors.

Compensation

Highly competitive project-based compensation depending on experience and scope of work.

Why Join Wall Street Prep

Help shape how AI is taught to professionals across global finance.

Build practical AI learning content used by professionals at leading financial institutions.

Collaborate with a highly experienced team of finance and training experts.

Contribute to one of the fastest-growing areas of professional education.

About the role 

The Senior Treasury Manager oversees all aspects of the company’s cash management and treasury operations, ensuring liquidity needs are met in the most efficient and effective manner. This role manages cash flow—including forecasting and kiosk reconciliation—maintains strong relationships with banking partners, and ensures compliance with credit agreements, treasury policies, and relevant regulations. 
 
Reporting directly to the CFO, the Senior Treasury Manager serves as a subject matter expert and strategic partner, advising cross-functional teams, supporting capital markets activity, and strengthening treasury governance and risk management practices. 

Key Responsibilities 

Liquidity & Borrowing 

• Manage daily cash positions, liquidity, and credit facility borrowing to support company disbursements. 
• Monitor operational cash flow volatility, deposits, and debt service costs. 
• Develop and present short- and long-term cash forecasts to senior leadership. 

Payments, Controls & Governance 

• Oversee execution and security controls for ACH, wire, and FX transactions. 
• Maintain and enhance treasury policies, internal controls, and compliance with regulations and credit agreements. 
• Ensure proper governance over cash, FX, debt, and related financial reporting. 

Risk Management 

• Monitor financial risks, including interest rate, FX, and counterparty exposures. 
• Recommend and execute hedging or risk mitigation strategies when appropriate. 

Capital Markets & Financing 

• Provide analytical and execution support for financing transactions, refinancing, and capital structure initiatives. 
• Support CFO with treasury input for lender communications, board materials, and investor presentations. 

Banking & Treasury Infrastructure 

• Manage banking relationships, optimize banking architecture, and negotiate services and fees. 
• Implement and maintain treasury management systems, ERP integrations, and online banking access/controls. 
• Invest idle cash per investment policy to maximize returns while safeguarding liquidity. 

Cross-Functional Support 

• Partner with Accounting, FP&A, and Tax on covenant compliance, debt reporting, and reconciliations (e.g., Excess Cash Flow). 
• Provide treasury services to business units and employees, including cash vault and credit card programs. 

Technology & Process Automation 

• Lead system implementations and enhancements to improve efficiency and data integrity. 
• Drive automation of treasury workflows and reporting in partnership with IT. 

Leadership & Special Projects 

• Provide direction to treasury staff or outsourced partners, fostering a culture of continuous improvement. 
• Lead vendor relationships, including credit card processing partners. 
• Contribute to special projects and ad hoc analyses as assigned. 

Education & Experience 

• Bachelor’s degree in Finance, Accounting, or related field required. 
• 8+ years of experience in corporate treasury, cash management, or banking. 
• CTP certification (or equivalent) strongly preferred. 
• Demonstrated knowledge of treasury policies, credit agreements, and cash forecasting. 
• Experience with treasury workstations, ERP integrations, and straight-through processing. 
• Corporate credit management experience, including oversight of corporate card programs and related controls. 
• Prior exposure to capital markets transactions or debt financing a plus. 

Knowledge, Skills & Abilities 

• Excellent organizational and time-management skills. 
• Strong communication and interpersonal abilities; able to influence across functions and with external partners. 
• Proven ability to identify, assess, and mitigate financial risks. 
• Skilled at building consensus and managing multiple stakeholder priorities. 
• Advanced proficiency in Microsoft Excel and PowerPoint; strong data and presentation skills. 
• Continuous improvement mindset with focus on automation, efficiency, and control. 

Location 

• Remote 

Who you are:

We're looking for an innovative, analytical, and motivated self-starter to join our Financial Product Strategy team. In this role, you'll be responsible for modeling, structuring, and developing new financial products—think pricing, terms, risk/return profiles, and investor positioning—not software features. You'll also work on improvements to existing financial products that deliver substantial value for Hometap, homeowners, and capital partners.

This is a highly technical role where you'll become a subject matter expert on how Hometap's investment products are constructed, priced, and brought to market within the competitive and capital markets landscape. An ideal candidate would bring a mix of banking/investment expertise along with in-house experience developing and analyzing financial products. You'll need to be an expert at building financial models, balancing with the technical work with an always-on strategic lens.  

As a key member of an impactful team responsible for executing Hometap's financial product roadmap, you'll work closely with cross-functional stakeholders to ensure alignment and prioritization within the broader company strategy. This position reports to the Director of Financial Products and offers strong visibility and direct exposure to executive decision-makers.

What you'll do:

• Conduct analysis of financial products, including but not limited to asset modeling, portfolio performance modeling, business case modeling, and scenario analysis
• Develop subject matter expertise on Hometap's financial products, including how they work and fit into the competitive landscape
• Research and develop potential new products and product changes, from hypothesis testing to supporting initial launch plans
• Contribute to pricing, structuring and feature decisions that optimize and evolve financial products
• Develop and maintain processes to continuously track, document, and synthesize information on relevant market trends 
• Vet and prioritize opportunities for inclusion in the financial product roadmap, working closely with Finance, Data Science, Marketing, and Capital to create a compelling, data-driven rationale for each one
• Support creation of investor GTM narrative, including rationale supporting the product’s pricing, structure, assumptions, and methodologies
• Develop expertise on methodologies and solutions that influence the success of our financial products (e.g., valuation, property type policy)
• Be accountable for product competitiveness for target homeowners and investors
• Lead by example and embody Hometap’s values

What you bring:

• 3+ years of relevant experience in financial product development (or similar) in an operating company, investment banking, consulting, or private equity
• Outstanding modeling, analytical and critical thinking skills, including the ability to identify and synthesize key points in any analysis
• Solutions-oriented approach to complex problems with a strong bias for action
• Empathy and curiosity for homeowner and investor perspectives
• A quick learner with a track record of delivering business results through analysis – resourceful, self-sufficient, and energized by fast-paced, growth-stage environments
• Positive relationship building capabilities and ability to work cross-functionally
• Clear and effective communicator with very strong presentation skills
• Prioritization skills that balance both short-term and long-term objectives
• Business acumen that balances pragmatics, analytics and impact
• Prior experience in capital markets (alternative asset investing or fintech) and residential real estate financing is a plus

Our team is what makes us great. The salary range for this role is $120,000 - $140,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge.

Who you are:

We're looking for an innovative, analytical, and motivated self-starter to join our Financial Product Strategy team. In this role, you'll be responsible for modeling, structuring, and developing new financial products—think pricing, terms, risk/return profiles, and investor positioning—not software features. You'll also work on improvements to existing financial products that deliver substantial value for Hometap, homeowners, and capital partners.

This is a highly technical role where you'll become a subject matter expert on how Hometap's investment products are constructed, priced, and brought to market within the competitive and capital markets landscape. An ideal candidate would bring a mix of banking/investment expertise along with in-house experience developing and analyzing financial products. You'll need to be an expert at building financial models, balancing with the technical work with an always-on strategic lens.  

As a key member of an impactful team responsible for executing Hometap's financial product roadmap, you'll work closely with cross-functional stakeholders to ensure alignment and prioritization within the broader company strategy. This position reports to the Director of Financial Products and offers strong visibility and direct exposure to executive decision-makers.

What you'll do:

• Conduct analysis of financial products, including but not limited to asset modeling, portfolio performance modeling, business case modeling, and scenario analysis
• Develop subject matter expertise on Hometap's financial products, including how they work and fit into the competitive landscape
• Research and develop potential new products and product changes, from hypothesis testing to supporting initial launch plans
• Contribute to pricing, structuring and feature decisions that optimize and evolve financial products
• Develop and maintain processes to continuously track, document, and synthesize information on relevant market trends 
• Vet and prioritize opportunities for inclusion in the financial product roadmap, working closely with Finance, Data Science, Marketing, and Capital to create a compelling, data-driven rationale for each one
• Support creation of investor GTM narrative, including rationale supporting the product’s pricing, structure, assumptions, and methodologies
• Develop expertise on methodologies and solutions that influence the success of our financial products (e.g., valuation, property type policy)
• Be accountable for product competitiveness for target homeowners and investors
• Lead by example and embody Hometap’s values

What you bring:

• 3+ years of relevant experience in financial product development (or similar) in an operating company, investment banking, consulting, or private equity
• Outstanding modeling, analytical and critical thinking skills, including the ability to identify and synthesize key points in any analysis
• Solutions-oriented approach to complex problems with a strong bias for action
• Empathy and curiosity for homeowner and investor perspectives
• A quick learner with a track record of delivering business results through analysis – resourceful, self-sufficient, and energized by fast-paced, growth-stage environments
• Positive relationship building capabilities and ability to work cross-functionally
• Clear and effective communicator with very strong presentation skills
• Prioritization skills that balance both short-term and long-term objectives
• Business acumen that balances pragmatics, analytics and impact
• Prior experience in capital markets (alternative asset investing or fintech) and residential real estate financing is a plus

Our team is what makes us great. The salary range for this role is $120,000 - $140,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge.