1 month ago

Job Summary

We are looking forward to working with you who is a hungry curious driven intelligent proactive excel-ninja and has covered securities brokerages and/or wealth fintech companies at management consulting, investment banking, or private equity firms. We want you to build and accurately manage the company’s financial forecast and decks that tell the story of Alpaca’s global strategy across multiple business lines, multiple continents and entities, regulatory requirements, and the company’s corporate actions.

  • Minimum Qualification:Degree
  • Experience Level:Executive level
  • Experience Length:5 years

Job Description/Requirements

ABOUT YOU:

We want you to stay curious, be accountable, and have empathy. We have a very very fast-moving environment and are always agile in executing innovative ideas, and at the same time, as a regulated financial services company, strong accountability and discipline are very much required.

We are a team of individuals coming from diverse backgrounds and experiences. We also work fully remotely primarily on Slack and Google Hangouts. These have benefits but also come with challenges. We want you to embrace the importance of over-communication and to stay empathetic to the fellow Alpaca members that you reach out to confirm that they hear you.

We want you to have top-tier management consulting, investment banking, and/or equity analyst experience. Like you, Alpaca’s leadership members, including myself, care very much for details of subtle number changes as well as logical and visual consistencies. This comes from both training and discipline, and we believe that it is a required skill set for you to have in order to maintain your high-quality work.

We want you to have experience in covering securities brokerages and/or wealth fintech companies at the firms mentioned above. Compared to nonfinancial services companies such as pure technology companies or SaaS, Alpaca has multiple additional both revenue and expense line items that only exist in financial services companies. We believe that it is critical that you come with the securities brokerages and/or wealth fintech companies coverage experience for you to be successful in this role quickly.

  • You have more than 5 years of management consulting, investment banking, and/or equity analyst experience
  • You have more than 2 years experience of covering securities brokerages and/or wealth fintech companies
  • You are an excel-ninja who is a master to deliver logically visually good-looking models and decks
  • You are naturally curious about numbers and notice any subtle number differences, changes, and inconsistencies
  • You are a self-starter who can gather information by reading through materials and conversation threads, and proactively reaching out to relevant people both in/outside the company
  • You are a doer who can do whatever it takes to stay accountable for your and your team’s responsibilities
  • You are open-minded to changes and to new values and cultures that you encounter
  • You follow through with communicating with others and know how to clarify your communication priorities
  • You believe in Alpaca’s vision of opening financial services to everyone on the planet

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