Associate, Global Strategy and Business Operations
DriveWealth
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!
About the Team
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.
What You’ll Do
- 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
What You'll Need
- 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
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time.
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
Benefits
- Competitive medical, dental, and vision insurance options
- Mental Health and family planning services
- Unlimited paid time off with ten observed holidays
- 16 weeks of paid parental leave for biological and adoptive parents
- Pre-tax commuter benefits
- $2,500 each year to invest in continued education and personal development
- $75 a month in fitness and wellness reimbursement
- Company-provided phone
- Hybrid work experience that allows for flexibility
- For in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
*The benefits outlined above are for US employees, benefit offerings vary based on location
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.