Global Strategy and Business Operations Associate, DriveWealth
$125-130k
More information about location
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$125-130k
More information about location
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 1-2 years of experience in investment banking
- Proficiency in financial modeling with a proven ability to develop, own, and explain complex models in Excel
- Exceptional communication skills to work effectively with senior management and external stakeholders
- A curious and analytical mindset, paired with the ability to think strategically and dive into details as needed
- Synthesizing information and forming well-reasoned, independent judgments
- Strong project management abilities to handle multiple priorities, adapt to shifting demands, and collaborate with stakeholders
- Discretion and sound judgment in handling sensitive information
- Collaborative, team-oriented mindset with a commitment to fostering a positive culture
What the job involves
- We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform
- DriveWealth’s Global Strategy and Business Operations team collaborates closely with executive management to define and execute key strategic initiatives, driving growth and supporting strategic transactions
- Reporting directly to the Chief Financial Officer, this team is composed of skilled professionals with backgrounds in investment banking, tech, and finance, bringing a wealth of industry knowledge and expertise to each project
- Following our recent Series D fundraise, which valued DriveWealth at $2.85B, this role offers an unparalleled opportunity to join a dynamic team during a period of hyper-growth and play a pivotal part in shaping the company’s future
- Collaborate cross-functionally with leaders and executives to drive high-impact projects, including the preparation of quarterly board materials and monthly financial and KPI reports
- Develop, enhance, and maintain strategic financial models to guide business decisions and align with company priorities
- Conduct in-depth competitive analysis by tracking earnings releases, key metrics, and market movements of public competitors, managing a comprehensive public comparables database
- Support strategic initiatives, including investments, partnerships, M&A, and other high-priority corporate development activities, managing projects from evaluation through execution
- Produce bi-weekly business reports for the executive team, curating critical industry insights, earnings updates, and competitor analyses that shape strategic decision-making
- Leverage data and industry knowledge to identify new strategic opportunities and contribute to long-term planning and forecasting efforts
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to support the growing demand for accessible and efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional share trading, giving retail investors access to the US markets and offering innovative stock reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. And is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Colgate Center, Jersey City, NJ
Articles
Leadership
Robert S. Cortright
(Founder)Co-founded FX Solutions (acquired by Francisco Partners) in 2001 and served as CEo for 9 years. They also co-founded En-to-End Technology Projects in 2008.
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