Strategy & Research Associate

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

We are seeking a brilliant Strategy & Research Associate to work directly with the co-founders. The person will work closely with our executive, finance, sales, operations and product teams to shape our company strategy and enhance our competitive position in the market.

What you’ll be doing: 

• Conduct research and analysis to identify market trends, products, competitive landscape, and emerging opportunities
• Develop perspectives on key competitors, relative strengths and weaknesses, and implications for OneVest
• Identify strategic partnerships that align with our business objectives and growth strategy
• Conduct due diligence, financial analysis, and risk assessment to determine the viability and potential value of business opportunities
• Collaborate with cross-functional teams to drive the execution of strategic projects
• Prepare investor materials, including presentations, financial analysis, and market research 
• Advance skills in financial modelling, data analysis, and marketing research techniques

Must Haves:

• Degree in Business Administration, Finance, Economics, or related field. CFA, MBA or relevant advanced degree is a plus
• 3 - 5 years of experience in a combination of roles across investment banking, venture capital, management consulting, and corporate development in financial services and/or fintech
• Worked at McKinsey, Bain, BCG, Goldman Sachs, JP Morgan or similar
• Ability to 
• work extremely fast and efficiently while maintaining exceptional quality
• craft beautiful decks (fundraising, sales, internal, etc)
• create sophisticated financial models 
• understand tech beyond just a surface level
• conduct detailed research
• Strong analytical and problem solving skills with the ability to think strategically

What It’s Like To Work With Us:

• Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! 
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 

Sound like a good fit? Apply today! 

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.