Support Level 2

  • Anywhere Success Manager

Want to join a remote team of thinker-doers on a quest to disrupt traditional investment banking? is a company that provides online systems to help everyday people raise $1m-$100m. Our mission is to democratize investment banking, instill lifelong systems to collectively make investment banking for everyone.

About Us: is a global boutique corporate advisory firm and inventor of Self-Serve Investment Banking™ which is a self-sovereign, turn-key system that helps companies raise $1m to $100m with high predictability. Our team is a market leader in offering investment banking as a turn-key automated system. This turn-key solution helps companies get “institution-ready,” ensures sell-side issuers have their capital-raising campaigns are quicker and more effective from all aspects ranging from compliance to cost-saving deal-structure and out-of-the-box outreach strategies.

About the Job:

We’re looking for a best-in-class client support manager analyst to work with us and deliver amazing results to our clients. As our investment analyst associate you will work with us to grow and scale the platform and be responsible for the following tasks:

• Managing CFAs
• Providing general capital markets advice
• Communicating with clients and support on utilizing our product on mentorship calls to teach about capital raising, compliance and corporate finance


As the description says, we’re looking for a “best-in-class” analyst and this doesn’t mean anybody… You must satisfy all of the following requirements to be considered for this job:

• Preference for freelancing/contracting, autonomy, remote work, and taking initiative
• Provide sell-side clients with merger and acquisition (M&A) advisory services or capital raising services
due diligence, financial modeling, valuation, and transaction structuring
• Experience in customer support
• Ability to check on client progress via Clickup, or similar is a bonus
• Full exposure to the lifecycle of a private equity transaction is a bonus

• Full CFA is preferred, but not required
• Falls in line with our values and mission

What You’ll Get

• Opportunity to work with an innovative, team on a powerful mission and scaling product
• Exposure to a variety of capital markets transactions ($10m+) and credit for assisting with them
• Light and flexible workload where you work on your own time and have as product scales

• Opportunity to showcase in tier-1 press publications with chief investment officer
• Lifetime access to the tools our clients use to raise $10m+ via private placement