Paid summer internship supporting investment portfolio monitoring, analysis, reporting, external manager reviews, database and financial model maintenance, capital markets research, and written investment reports. The intern will work with analysts and portfolio managers on multi-asset portfolios and contribute to financial planning or investment research projects. The role requires a Finance-related degree, strong analytical and communication skills, attention to detail, and proficiency with Excel, PowerPoint, Word, and Bloomberg.

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Founding engineer responsible for building and scaling 0-to-1 AI-powered products for wealth management. Owns end-to-end user experiences, partners with clients and internal teams, establishes architecture and product strategy, and develops applied AI systems including agents, harnesses, models, workflows, memory, context, and evaluations.