Market Structure
KalshiSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment Management, Private Markets, Venture Capital, Private Equity, Real Estate, Private Credit, InfrastructureIndustries
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, this is a remote position.
What is the salary for the Investment Analyst role?
This information is not specified in the job description.
What skills are required for this role?
The role requires strong analytical skills, the ability to communicate complex analytical concepts to various audiences, and the independence to identify gaps and reorient analytical strategies.
What is the company culture like at Opto Investments?
This information is not specified in the job description.
What makes a strong candidate for this Investment Analyst position?
Strong candidates will demonstrate strong analytical skills, the ability to communicate complex ideas clearly to diverse audiences, and the independence to identify gaps and adjust strategies.
Opto Investments
Tech-driven private markets investment platform
About Opto Investments
OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.
New York City, New YorkHeadquarters
2020Year Founded
$141MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Company Equity
Home Office Stipend
Phone/Internet Stipend
Risks
Increased competition from tech-driven platforms could erode Opto's market share.
Reliance on strategic partnerships may risk client engagement if outcomes are not met.
Potential regulatory changes could impact Opto's business model and increase costs.
Differentiation
Opto aligns its incentives with clients by investing its own capital in deals.
The platform offers expertly curated investments and fully-customized solutions for fiduciaries.
Opto provides long-term, hands-on guidance throughout the investment lifecycle.
Upsides
Partnership with Mercer Advisors enhances Opto's client offerings and market reach.
Launch of Planner tool streamlines investment processes for advisors, improving efficiency.
New leadership roles focus on strengthening brand presence and expanding market reach.
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