Investment Grade Reporter

Alpha FMC

Commercial Due Diligence Engagement Lead / Engagement Director New York  About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Commercial Due Diligence (CDD) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions.   Tenure Guidance * Engagement Lead (EL): 7–10 years of relevant experience, with exposure to M&A transactions and team leadership. * Engagement Director (ED): 10+ years of relevant experience, with extensive subject-matter expertise, client ownership, and strategic advisory experience. * Responsibilities are structured to allow candidates to position themselves at the appropriate level based on experience, subject-matter depth, and deal ownership.   Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice-level contribution, and will have a higher expectation for business development activities.   Engagements * Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy. * Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value. * Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights. * Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning). * Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.   Client & Stakeholder Management * Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation. * Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables. * Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.   Team & Practice * Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams. * Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.   What We're Looking For * 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level (see Tenure Guidance above). * Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions. * Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services. * Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning. * Proven ability to translate commercial findings into investment-grade insights and recommendations. * Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives. * Experience managing teams and mentoring high-performing consultants. * MBA preferred (or equivalent advanced degree/experience).   What We Offer * Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors. * Entrepreneurial, collaborative environment with significant responsibility early on. * Ability to work on projects for clients across North America and Europe. * Competitive salary with annual profit-sharing opportunity and a clear path for career progression. * 401(k) matching. * 25 days of annual paid time off. * Supplemented medical, dental, and vision coverage. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Qube Research & Technologies

Qube Research & Technologies (QRT) is a global quantitative and systematic investment manager, operating in all liquid asset classes across the world. We are a technology and data driven group implementing a scientific approach to investing. Combining data, research, technology and trading expertise has shaped QRT's collaborative mindset which enables us to solve the most complex challenges. QRT's culture of innovation continuously drives our ambition to deliver high quality returns for our investors. You'll help build and operate QRT's internal AI platform, enabling researchers, developers and data scientists to leverage LLM-powered tools effectively at scale. Working alongside experienced Platform Engineers, you'll contribute to production AI services including RAG pipelines, agentic workflows, retrieval infrastructure and internal APIs. This role is ideal for an early-career engineer or recent graduate with a strong foundation in AI and machine learning who is excited to bring cutting-edge models into production systems. YOUR FUTURE ROLE WITHIN QRT: AI PLATFORM DEVELOPMENT - * Build and enhance internal AI services, APIs and production applications. * Contribute to RAG pipelines, including document ingestion, embeddings and retrieval. * Support the deployment of transformer-based models and agentic workflows. * Design scalable, well-documented APIs for internal users. PLATFORM RELIABILITY & QUALITY -  * Improve service reliability, latency and evaluation frameworks. * Contribute to prompt management, testing and human-in-the-loop controls. * Build resilient AI systems with monitoring and fallback mechanisms. OPERATIONS & OBSERVABILITY - * Implement monitoring, tracing and quality metrics across AI services. * Support deployment, versioning and lifecycle management. * Participate in operational support and incident response alongside senior engineers. YOUR PRESENT SKILLSET: We value a combination of academic achievement, research and practical experience. We do not expect candidates to meet every requirement below. * Bachelor's, Master's or PhD in Computer Science, Machine Learning, Engineering, Mathematics or another quantitative field, or equivalent practical experience. * Strong foundation in AI and machine learning, including exposure to transformers and reinforcement learning. * Strong Python skills and an interest in building production-grade software. * Experience with PyTorch or another deep learning framework. * Understanding of LLM fundamentals, including prompting, context management and model limitations. * Experience building AI/ML applications or working with LLMs or other deep learning models. * Exposure to cloud platforms (e.g. AWS) and modern software engineering practices. * Strong communication skills and the ability to collaborate across technical and non-technical teams. NICE TO HAVE: * Experience deploying ML or LLM models into production. * Familiarity with RAG systems, vector databases and retrieval techniques. * Experience with agentic AI systems, workflow orchestration or LLM evaluation. * Understanding of embeddings, retrieval performance and human-in-the-loop systems. * Experience building APIs, data pipelines or observability tooling. * Contributions to open-source projects, research publications or ML competitions (e.g. Kaggle).   Base salary range for this position is $180,000 to $300,000 per year.  QRT Total Compensation includes discretionary performance-based bonuses and a competitive benefits package.

Parloa

ABOUT PARLOA Parloa’s mission is to make every customer conversation feel effortless for both customers and the companies serving them. As agentic AI accelerates, Parloans are shaping the foundation of a new era in customer experience — one where customer support is no longer transactions, but meaningful exchanges. It is not just a vision; Parloa has powered over ONE BILLION interactions between global enterprise brands and their customers, with companies like IKEA and Booking.com already deploying Parloa at scale.  ABOUT THE ROLE: As Business Development Representative you play a crucial role in scaling our business in North America by enhancing our revenue engine to become more predictable and scalable. You will be a key driver of revenue by actively sourcing new business - with a focus on enterprise customers.  AREAS OF OWNERSHIP: * Build the revenue engine together with the revenue growth team and our enterprise account executive team. * Find, analyze and evaluate new market growth opportunities and build outreach plans to seize new customer opportunities. * Build and take ownership of the sales pipeline, generating outbound leads and develop new sales opportunities. * Build and nurture relationships with clients, providing them with insights to Parloa's innovative conversational AI platform. * Assess client challenges, align with their needs, and showcase how Parloa's platform can deliver value and a strong return on investment. OUR BDR TECH-STACK: LinkedIn Sales Navigator, Salesforce, Outreach, Vidyard, Seamless, Apollo, Zoominfo WHO YOU ARE: * A BA/BS from an accredited university * 1-2 years of experience in a fast past pace sales environment, ideally in the SaaS industry * Experience crafting outbound sequences, including personalized and relevant messaging * Excellent written/verbal communication skills * Not afraid to pick up the phone and call prospects * Born to network - we’re building relationships within complex enterprise environments * Highly organized and knows how to prioritize when working on multiple projects at the same time * Coachable and always looking/willing to learn and grow * Comfortable working in a fast-paced and dynamic environment * A self-starter who is dedicated, hungry, and driven to succeed OUR RECRUITING PROCESS: Talent Acquisition → Hiring Manager → Technical Interview(s) → Bar Raiser WHY PARLOA? We’re at the beginning of a new era in customer experience, one where AI doesn’t just respond, but understands, reasons, and takes action. We’re building agentic AI that enterprises trust with their most important customer moments: complex questions, high volumes, real stakes. When millions of people reach out to a brand, those interactions aren’t just support tickets; they’re defining experiences. We’re here to raise the standard: making every conversation seamless, intelligent, and genuinely helpful. If you care about shaping how businesses and customers connect at scale—and want your work to matter in real, everyday moments—this is where you do it. At Parloa, ownership isn’t a buzzword; it means being accountable for outcomes, not just tasks. We operate in a category that’s evolving fast, where the bar is high, and the problems are complex. We hire people who think in solutions, communicate with clarity, and follow through. People who are comfortable making decisions, taking responsibility, and raising the standard for themselves and those around them.   We’ve grown beyond the earliest startup phase, but we’ve kept the intensity: fast execution, direct feedback, and a strong expectation to contribute meaningfully from day one. Backed by leading global investors like General Catalyst, EQT Ventures, and Altimeter Capital, we’re scaling with a clear ambition: to become the global category leader in enterprise-grade conversational AI.   Salary Range $80,000—$108,000 USD   ---------------------------------------------------------------------------------------------------------------------------------- Parloa is committed to upholding the highest data protection standards for our clients' and employees' data. All our employees are instrumental in ensuring the utmost care, GDPR, and ISO compliance, including ISO 27001, in handling sensitive information. Parloa is an e-verify employer in the USA. Please click here to learn more. * We provide equal opportunities to all qualified applicants regardless race, gender, sexual orientation, age, religion, national origin, disability status, socioeconomic background and other characteristics.