Mosaic

GTM Associate - Private Equity

New York City. Posted 9 months ago

The role

You will build long-term relationships with current and prospective clients and guide them through product adoption. You will lead engagements including onboarding, training, and supporting private equity firms through automating Investment Committee processes.

What you will do

  • Own relationships across a portfolio of leading investment firms
  • Lead onboarding, training, and workflow design for new teams
  • Partner with senior investment professionals to identify where Mosaic can add value
  • Proactively uncover expansion opportunities
  • Support early conversations with new firms from intro to successful rollout
  • Collaborate cross-functionally with product and engineering to influence the roadmap
  • Become a subject matter expert on the platform and private equity workflows

Required qualifications

  • 2-4+ years of experience in private equity, or a related finance field
  • Strong financial modeling and deal analysis skills
  • Deep understanding of private equity investment processes
  • Strategic mindset
  • Ability to translate customer feedback into actionable insights for product development
  • Exceptional communication and relationship-building skills
  • Proactive problem-solver
  • Technical curiosity

Nice to have

  • Experience with software tools or platforms in the financial space

Benefits

  • Health, vision & dental coverage
  • Unlimited PTO
  • Team building events & happy hours

About the company

Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. The company is on a mission to build the AI-driven operating system for the world’s most sophisticated investors and their advisors.

GTM Associate - Private Equity at Mosaic | JobZoey