Investor Relations Associate, Titan
$100-140k
Plus equity
Asset management firm
Job no longer available
Asset management firm
21-100 employees
Job no longer available
$100-140k
Plus equity
21-100 employees
Company mission
To democratize access to amazing investment products and experiences via a world-class investment manager that serves everyday investors.
Role
Who you are
- 3+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, Management Consulting, or other client-facing investment management roles
- Exceptional written and communication skills along with an acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
- Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
- Strong ability to work cross functionally and think creatively to drive product growth
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly
- You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs
- Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
What the job involves
- Work directly with our Investor Relations Lead to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients
- Engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, assist with new client onboarding (video/phone calls) and Rollover Concierge (IRA/401K rollovers), participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Product/Design Growth/Marketing, Biz Ops & Strategy) to drive product growth
- Act as primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video
- Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio
- Assist in day-to-day operations of client onboarding (video/phone calls) and Rollover Concierge (IRA/401K rollovers)
- Project-manage investment insights and various content initiatives (investment reports/webinars/strategy deep dives)
- Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
- Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most
- Help us build a best in class team and company
- Have fun
Our take
Titan is an investment management platform designed to help everyday investors, particularly millennials, manage their portfolios with ease and lower capital requirements. The company offers a unique approach to investing by providing access to sophisticated investment strategies traditionally reserved for large investors.
The platform works by analyzing the holdings of large hedge funds and selecting the top 20 stocks based on their performance. Titan then invests users' funds in fractional shares of these stocks, allowing for a diversified portfolio with a starting investment as low as $1,000.
While comparisons to Robinhood are often made, Titan sets itself apart by offering access to both individual stocks and professionally managed portfolios. Beyond just trading, Titan also provides valuable market insights in the form of reports, videos, and notifications, helping users make informed decisions. With millennials increasingly seeking alternatives to traditional financial institutions, Titan's platform has gained significant traction, now managing over $750M in assets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2022
$100m
LATE VC
Jul 2021
$58m
SERIES B
Total funding: $173.2m
Company benefits
- Exceptional health & dental coverage for you & your family, with all/majority of the premium covered
- We invest in your future on day 1 with a 401(k) match up to 4% of your salary
- Flexible PTO & sick days to relax, recharge, and pursue your passions
- Monthly internet, health & wellness and a one time work-from-home setup stipend
- Up to 16 weeks of paid leave to our new parents
- Gourmet meals delivered 3 times a week on in-office days
- Mac/PC laptop provided for all employees
Company HQ
South Village, New York, NY
Leadership
Max Bernardy
(Co-Founder & CTO)Began working as a Systems Analyst at Clados Management. Went on to work at AppNexus for over 3 years, promoted from Software Engineer to Software Manager. Most recently worked as a Senior Software Engineer at Relay Delivery.
Clayton Gardner
(Co-Founder & Co-CEO)Worked as an Analyst at Cerberus Capital Management for 2 years before working as an Investor at the hedge fund Farallon Capital Management.
Joe Percoco
(Co-Founder & Co-CEO)Worked as an Analyst at Goldman Sachs for 2 years before joining McKinsey as a Management Consultant for 2 years.
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