Financial Solutions Advisor helping clients achieve their financial goals through personalized advice and solutions. Responsible for obtaining necessary industry licenses and developing client relationships in financial centers.
About the role
- Investment Analyst sourcing top-tier early-stage startups in North America for Forum Ventures. Collaborating with founders and supporting investment decisions while building valuable relationships.
Responsibilities
- Source high-potential early-stage startups across North America
- Manage and evaluate inbound deal flow, from first screen to diligence to final investment recommendation
- Build strong relationships with founders, operators, investors, and startup ecosystem players
- Support internal thesis development, including market mapping, trend analysis, and white-space identification
- Collaborate cross-functionally with our Platform and Accelerator teams
Requirements
- 1–3 years of experience in venture, early-stage startups, or adjacent roles (e.g. founder, venture scout, community builder, accelerator)
- Strong communicator and storyteller
- Ability to write tight memos and distill complexity
- Self-starter, comfortable with ambiguity, and biased toward action
- Digitally native, comfortable creating content and sharing ideas online
Benefits
- Carried interest in the fund
- Generous benefits package
- Unlimited vacation
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