Investment Analyst

About Titan

Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.

At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.

We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.

Why Join Titan

For the right person, this will be one of the most rewarding roles they ever have.

• Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It's not B2B automation. It's a "before & after" moment in money.
• The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.
• Outsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.
• Built in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You'll see our founders working in the trenches with the team everyday.
• Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.
• World-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.

Role Overview

As an Equity Investment Analyst, you'll be able to play a decision-making role early on in your career in one or more of Titan's equity-based investment strategies. Your responsibilities will range from idea generation to investment research to financial modeling and proposing investment recommendations to the Chief Investment Officer, and team.

Currently, Titan offers three strategies to clients: Flagship (U.S. large cap equity), Opportunities (U.S. small/mid cap equity) and Offshore (International equity). We plan to offer several more high-performance equity strategies to further improve clients' risk-adjusted returns and asset allocations.

Please be ready to discuss multiple investment ideas that can help us illuminate your views regarding company quality, competitive position, and important financial metrics. Ideas should be your own. Also be prepared to discuss your prior firm's investment process and your role therein, where you added the most value, and some of the most compelling insights you have regarding a successful investment process.

What You'll Do

• Conduct fundamental primary research involving business/industry breakdowns, expert calls (customers, suppliers, competitors), and more
• Build financial and operating models for new and existing portfolio holdings (income statement, balance sheet, cash flow statement, KPI build, summary financials & valuation math)
• Propose portfolio construction (e.g., holdings, weightings, sizing up/down) rooted in rigorous quantitative and fundamental research
• Monitor daily events, news flow, competitive dynamics, risk metrics (e.g., beta, factor exposures, asset allocation tilts) across investment strategies
• Create and contribute to investment communications, including quarterly and annual letters, trade updates, and other written materials for client distribution

Qualifications

• 3+ years of investment experience in experience in public, private equity, and/or other relevant work experience
• Demonstrated track record of prolific investment idea generation, creative research, and rigorous quantitative and fundamental analysis
• Demonstrated understanding and awareness of public market investing and key value drivers
• Strong financial modeling, valuation, and accounting skills
• Intellectual curiosity, high integrity, and a passion for investing
• Proficiency with financial analysis tools (e.g., Sentieo, Koyfin, Bloomberg)
• Exceptional written and communication skills with acute attention to detail
• Passion for simplifying / demystifying complex topics and situations for consumers / retail investors
• Bachelors degree in Economics / Finance or similar discipline