Investor Relations Associate, Titan
$80-125k
+ Stock options
3 days a week in office
Asset management firm
Be an early applicant
Asset management firm
201-500 employees
Be an early applicant
$80-125k
+ Stock options
3 days a week in office
201-500 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, 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
- We are looking for an Investor Relations Associate. Investor Relations is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo
- Our goal is to tech-enable the relationship between client and investment manager, setting members up for superior investment outcomes and compounding their financial knowledge
- You will 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
- You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue 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
Our take
Titan’s retail investment management platform is targeted at everyday investors, particularly millennials, who want to manage a portfolio without the heavy capital outlay traditionally demanded.
Its software analyses the holdings of large hedge funds and determines the top 20 stocks before investing the user’s funds in them in fractional shares. It allows users to invest as little as $1,000 and charges a small fee on assets.
Comparisons with Robinhood are warranted, but the key difference is how Titan allows users access to individual stocks as well as managed portfolios. It also goes further in that it compiles key market information in the form of reports, videos and notifications, rather than leaving the user to educate themselves on potential investment choices.
Given the growing distrust the millennial generation has in legacy finance institutions, the time is ripe for companies like Titan to help them gain access to wealth. The market seems to agree: Titan is now managing over $750 million in assets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Mar 2022
$100m
LATE VC
Jul 2021
$58m
SERIES B
Total funding: $173m
Company benefits
- Medical and dental insurance
- Unlimited PTO and Sick Days
- 401(k) plan with employer match
- MacBook / PC laptop provided
- Internet stipend
- Health & Wellness stipend
- Daily lunches @ our headquarters
- Currently remote-hybrid environment; NYC presence preferred but not mandatory
- Work-from-home stipend to optimize your set-up
Company values
- Build trust -- Trust is critical. We encourage working together, debating, and committing. Here for a rewarding journey
- Drive client joy -- We don’t just aim to help our clients. We want them to love Titan. We’re ready to serve them
- Raise the bar -- Titans never settle. We’re always striving to get better. We consistently raise the bar on ourselves, on each other, and on our product. It’s what makes us special
- Move with urgency -- People are counting on us. Their financial futures are at stake. We understand there’s a ticking clock and we have finite time
- Be an owner -- We’re all here at the start. We’re all in service. We all roll up our sleeves. We all care an abnormal amount. We all are A+ teammates
Company HQ
SoHo, New York, NY
Articles
Leadership
Max Bernardy
(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 Senior Software Engineer at Relay Delivery.
Clayton Gardner
(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-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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