Yieldstreet
Associate, Strategic Finance
New York, NY · Mid
Stay score
odds of building a lasting career here
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
$23,054 more — $148,054 — moves this role to Level III and 3 lottery entries. That figure is inside the range the employer already advertised.
Based on the DOL prevailing wage for this occupation and worksite, a base salary of $148,054 would place this position at wage Level III. That figure is within the posted range, and I'd like to target it. This role classifies under "Financial and Investment Analysts" for prevailing-wage purposes.
DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · New York-Newark-Jersey City, NY-NJ. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
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About the role
- We are seeking a talented, analytical and highly motivated Strategic Finance Associate who is eager to be a crucial part of the finance team.
- This is a high-powered team with diverse perspectives composed of former investment banking and private equity professionals.
- You will assist with the company's short-term and long-term financial forecasting, key metric analysis, and financial reporting.
Responsibilities
- Serve as operational finance partner to business teams around the organization, helping to define key metrics that will drive our business, measure our progress, and provide key financial insights
- Support the Executive Team on corporate development and capital markets initiatives, including potential future capital raising, M&A, and warehouse financing
- Utilize AI to develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting
- We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more.
Requirements
- 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
- Bachelor's degree in Finance, Accounting or related field
- Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
- Heightened attention to detail. must be meticulous and consistently accurate
- High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude
- Self-motivated, with proven success thriving in a highly dynamic and fast paced environment
Nice to have
- Experience with data analysis tools (Looker, Tableau, SQL) is a plus
Skills
- Exceptional problem-solving, business judgment, and analytical skills
- Team player with excellent interpersonal, verbal and written communication skills
Compensation
- Play a key role in the annual budgeting process and monthly budget to actual reporting
- The base salary range for this position is USD 125,000 to 150,000 annually, depending on experience and qualifications.
Benefits
- Competitive compensation package, including equity
- Health, dental & vision coverage with FSA/HSA options
- Commuter benefit
- Life insurance
- Wellness stipend
- This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Company info
- We believe that private markets investment products should be a fundamental part of your portfolio.
- About the Role We are seeking a talented, analytical and highly motivated Strategic Finance Associate who is eager to be a crucial part of the finance team.
- This is an opportunity to be part of a high-octane fintech company striving to put millions of people on the path towards financial independence.
- You'll also have the opportunity to work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, marketing & sales, technology & product, and legal teammates.
- Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
- Assist with forecasting and financial planning for the company, maintaining and improving long-term consolidated company forecast model
- Provide monthly financial reporting and insights, cost tracking, and KPI reporting to different teams across the company and the Board
- Willow Wealth is a leading private markets investment platform.
This listing is sourced directly from Yieldstreet's careers page and normalized into a canonical job model.