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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in capital raising, financial modeling, and project leadership, with a strong ability to manage executive priorities and enhance operational efficiency. Proven track record of building trust with senior leaders and driving complex projects to completion.
Highest-signal resume keywords
Capital RaisingFinancial ModelingProject LeadershipExecutive Team ManagementInvestment Banking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData Room PreparationM&A ManagementInvestor Pipeline ManagementMetrics Analysis
Soft Skills
Trust BuildingProblem SolvingAccountabilityFast LearningClear Communication
Tools & Technologies
AI Workflows
Industry Keywords
Investment BankingConsultingFund ManagementBoard PreparationInvestor Preparation
About the role
Key responsibilities & impact- Work directly with the CEO on the company's highest-priority matters
- Run the operating rhythm, including leadership, metrics, board preparation, and investor preparation
- Help manage the executive team by setting priorities, holding owners accountable, and surfacing problems
- Lead capital raising through modeling, data room preparation, narrative development, and investor pipeline management
- Lead the company's hardest projects from start to finish, including M&A and Shadow
- Act as the CEO's second brain by determining what requires CEO attention and handling the rest
- Increase company speed through AI, beginning with personal workflows
- Progress toward running a line of the business
Requirements
What you’ll need- 2 to 7 years in investment banking, consulting, or a fund
- Experience working with financial models and closing real deals
- Ability to learn fast and think clearly on paper
- Ability to earn the trust of senior leaders and challenge them without formal authority
- Demonstrated ownership and follow-through
- Must be in NYC and work in the office
- Must be eligible to work in the United States of America
- Resume and three sentences on the hardest thing figured out independently
Benefits
Comp & perks- Unlimited PTO + US holidays
- Company-sponsored medical, dental and vision coverage
- 401(k) with company match and profit-sharing opportunities
- Flexible parental leave for new parents
- Direct path to running a line of the business
- Annual bonus eligibility of up to 25% of base salary
- Equity participation
