Full-Time

Alternative Investment Specialist

Updated on 2/18/2025

Arta Finance

Arta Finance

51-200 employees

Provides personalized investment strategies and services

Financial Services

Compensation Overview

$110k - $300kAnnually

+ Equity Portion

Mid, Senior

No H1B Sponsorship

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

Currently based in the Bay Area (preferred) or New York. Arta does not offer relocation stipends.

Category
Private Equity
Venture Capital
Finance & Banking
Required Skills
Bloomberg

You match the following Arta Finance's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 4~9 years of work experience in alternative assets
  • Prior working experience at Endowments, Foundations, Pension Funds, Single/Multi-Family Offices, Banks, Fund of Funds, or Secondaries firms
  • Excellent written and verbal communication skills
  • Familiarity with applications used for business and industry research (e.g. Preqin, Pitchbook, CapitalIQ, Bloomberg, etc.)
  • Ability to multitask, prioritize, and meet deadlines while adapting quickly to shifting priorities
Responsibilities
  • Evaluation of alternative investment managers across private equity, venture capital, hedge funds, credit, infrastructure and real estate
  • Monitoring existing managers and funds
  • Building and maintaining investment database and forward calendar of potential opportunities
  • Developing proprietary research on asset classes and capital markets
  • Conducting performance measurement and attribution
  • Supporting investment operations and technical systems
  • Improving and developing proprietary quantitative models and forecasts
  • Continuing to drive improvements in the due diligence and monitoring process
  • Working closely with other financial product teams on the execution of portfolio strategies
  • Participate in special projects on an ad-hoc basis
Desired Qualifications
  • Currently based in the Bay Area (preferred) or New York. We are also open to considering those who already have plans to relocate to either of these locations, but please note that Arta does not offer relo stipends. (Remote work arrangement is NOT considered for this role.)

Arta Finance provides tailored investment solutions to a wide range of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial goals and tax situations of its clients. Arta Finance generates revenue primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. A key aspect of their approach is encouraging clients to independently evaluate investment opportunities based on their own objectives and risk tolerance, ensuring that clients remain in control of their investment decisions. While Arta Finance offers expert advice, it does not guarantee the success of its strategies, acknowledging the risks involved in investing. The company also stresses the importance of consulting with tax professionals to consider tax implications when making investment choices.

Company Size

51-200

Company Stage

Series A

Total Funding

$87.5M

Headquarters

Mountain View, California

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Arta's global expansion includes a strategic launch in Singapore, a wealth management hub.
  • Partnerships with Google Cloud enhance Arta's technological capabilities and market reach.
  • Arta's AI-driven services democratize access to private market investments for finance professionals.

What critics are saying

  • Increased competition from established financial institutions in digital wealth management.
  • Reliance on AI strategies may expose Arta to algorithmic errors and biases.
  • Expansion into international markets may pose regulatory and compliance challenges.

What makes Arta Finance unique

  • Arta Finance offers digital family office services to democratize wealth management.
  • Founded by ex-Google execs, Arta leverages AI for personalized investment strategies.
  • Arta's platform integrates compliance and investment management for finance professionals.

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Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

3%

2 year growth

8%
FF News
Feb 21st, 2025
Arta Finance Launches Sophisticated Wealth Management For Finance Professionals

Arta Finance (“Arta”), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has announced the launch of tailored features and use cases for finance professionals to manage their personal investments. With these features, Arta enables finance professionals to manage their personal wealth with the same sophistication they bring to high-net-worth clients and institutions.Finance professionals including advisors, analysts, portfolio managers and brokers face unique challenges in managing their personal investments, from strict compliance requirements to avoiding conflicts of interest. Arta addresses these challenges with tailored features that seamlessly align with their professional requirements. Discretionary accounts ensure investment decisions are managed on behalf of members, maintaining compliance by limiting direct involvement. Additionally, the platform’s custom index creator enables easy exclusion of restricted companies, while seamless reporting integration with systems like BNY Pershing streamlines compliance tracking.Finance professionals understand the importance of diversification, yet access to private market investments like private equity and venture capital has long been restricted by high capital requirements. Arta is changing that by making these high-growth opportunities more accessible, empowering professionals to expand beyond traditional investments

Marketing Interactive
Dec 10th, 2024
Arta Finance picks new CMO

Chan joined Arta Finance as a founding member more than two years ago.

PR Newswire
Dec 5th, 2024
Arta Finance Appoints Melissa-Ann Chan As Chief Marketing Officer

MOUNTAIN VIEW, Calif., Dec. 5, 2024 /PRNewswire/ --  Arta Finance ("Arta"), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has today announced the appointment of Melissa-Ann Chan to the role of Chief Marketing Officer (CMO), to lead the company's global marketing and member engagement as it experiences exponential growth. This appointment comes as Arta continues its global expansion. Following a successful launch in the U.S. last year, where the platform onboarded thousands of clients and grew assets under management (AUM) to hundreds of millions of dollars, Arta recently extended its presence globally through its launch in Singapore. By targeting accredited investors in Singapore and those managing wealth through the City-State, Arta is solidifying its position as a global leader in digital wealth management

Temasek Trust
Oct 24th, 2024
News Releases Newsroom Arta Finance and Co-Axis, a Temasek Trust initiative, partner to unlock US$30 million for impact projects 24 Oct 2024

"Co-Axis is delighted to partner with Arta Finance to connect the global impact ecosystem and scale the support for solutions addressing urgent social and environmental challenges.

PR Newswire
Oct 11th, 2024
Arta Finance Se Lanza A Nivel Mundial A Través De Singapur

- Arta Finance se lanza a nivel mundial a través de Singapur, presenta Arta AI Copilot y anuncia Wealth-as-a-Service para bancosArta, con licencia MAS, se lanza en Singapur y a nivel internacional. Arta presenta Arta AI Copilot: una serie de experiencias mejoradas con IA en su plataforma de gestión de patrimonio. Arta anuncia asociaciones con Wio Invest, Google Cloud y Capco para su oferta de gestión de patrimonio como servicio para bancos e instituciones financieras a nivel mundial