Accounting & Finance jobs in Jersey City, New JerseyCreate job alerts

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Business Overview: \n Fully integrated in the BNP Paribas Group, BNP Paribas Corporate and Institutional Banking (CIB) is a leading provider of solutions to two client franchises: corporates and institutions, and operates across EMEA (Europe Middle East Africa), APAC (Asia Pacific) and the Americas. The bank is a global leader in Debt Capital Markets and Derivatives. It is a top European house in Equity Capital Markets and it has leading franchises in Specialized Financing. In Securities Services, it is a top five House worldwide. BNP Paribas CIB strives to service the global economy by providing solutions to its clients in financing (equity capital markets, debt capital markets, specialized financing), flow banking (trade finance and cash management), financial advisory (M&A, project finance), global markets (interest rates, credit, foreign exchange, equity derivatives), risk management, and securities services. \n \n Asset Finance and Securitisation (AFS) includes Securitised Products Group (SPG) and Real Assets. This position will lead the ABS Credit Management team within SPG, that covers lending against a variety of financial asset classes (including auto, consumer, trade, equipment, solar). \n \n Candidate Success Factors: \n Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform: \n\n • Results and Impact\n, • Able to influence peers and team.\n, • Demonstrates good judgement when making decisions of high complexity and impact.\n, • Exercise appropriate autonomy in the execution and delivery of work.\n, • Responsible for driving outcomes, which have meaningful effect on team or department.\n, • Leadership and Collaboration:\n, • Creates trust with colleagues.\n, • Acts in leadership capacity for projects, processes, or programs.\n, • Client, Customer and Stakeholder Focus:\n, • Able to build relationships with a mix of colleagues and clients.\n, • Interacts regularly with management and department leaders.\n, • Demonstrates the ability to influence stakeholders at the team level.\n, • Compliance Culture and Conduct:\n, • Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.\n, • Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.\n\n \n Responsibilities: \n ABS Credit Management VP will be senior member of ABS Credit Management team, working closely with the head of ABS Credit Management on the full credit process including training and managing junior headcount located in Lisbon, Portugal. \n \n\n • Transaction Management:\n\n\n, • Manage the credit process and workflow end to end, ensuring quality of all credit proposals submitted to Risk\n, • Liaise with the Origination and Structuring team and functions including Risk, Legal, and MO through the full deal life cycle for new and existing transactions\n, • Work with senior originators and analytics experts on transaction modelling and stress tests\n, • Participate in due diligence for prospective and existing clients\n, • Point person for transaction level profitability analysis, including advice on funding and RWA optimization to Origination and Structuring team\n\n \n\n • Portfolio Monitoring:\n\n\n, • Ensure ongoing monitoring of transaction performance by the team, including updates and review of quarterly performance and watchlist reports\n, • Onboard all new transactions with third party monitoring platform (Oxane), and maintain data quality\n, • Assist the quarterly capital process and compliance with internal credit and rating methodologies\n, • Track completion of annual transaction audits and work with Origination and Structuring team to remedy late or missing audits\n\n \n\n • Transaction Execution:\n\n\n, • Preparation of internal documentation for deal closing and booking\n, • Review of operational aspects of legal documentation in conjunction with Portfolio Management team; document and advise team on operational risks\n, • Key coordinator for deal closings among the Origination and Structuring, Credit Management, Portfolio Management, Middle Office, and Legal teams\n\n \n\n • Transversal Topics:\n\n\n, • Maintain and update internal policies and procedures\n, • Get acquainted with European Regulation on the capital treatment\n, • Improve internal loss analysis and stress methodologies\n, • Ongoing efficiency improvements of tools and processes to support growing activity\n, • Contribute to the budget and forecasting process\n\n \n Minimum Required Qualifications: \n\n • Undergraduate degree minimum, preferably in Finance, Economics, or Math\n, • Excellent written and oral communication skills\n, • Strong knowledge on securitization and experience on ABS Securitization credit analysis\n, • Excel skills are crucial; VBA, Access/database skills are a plus\n, • Understanding and analysing complex products, related risks, and underlying legal documentation\n, • Knowledge of capital, liquidity, EU regulation, and accounting rules regarding securitization\n, • Ability to communicate and develop good working relationships with different departments both locally and offshore (AFS Structuring and Origination, Middle Office, Finance, Risk, Legal, IT, etc.)\n, • Strong initiative, commitment, and willingness and ability to learn\n, • Ability to analyse and synthesise complex information, including legal documentation and large datasets\n, • Flexible, good team player\n, • Ability to work under pressure and deliver within tight deadlines while maintaining high standards\n\n \n Preferred Qualifications: \n\n • Management experience and working with offshore teams are a plus\n\n \n FINRA Registrations Required: \n\n • SIE, Series 79, Series 63\n\n \n CFTC Swap Dealer Associated Person (if yes, NFA Swaps Proficiency Program is required): \n\n • Not Applicable\n\n \n SEC Security-Based Swap Dealer Associated Person: \n\n • Not Applicable\n\n \n While the description above describes our ideal candidate, we encourage applicants to apply even if they do not fully meet the complete list of qualifications noted. \n \n The expected starting salary range for this position is between $225,000 to $235,000 annually. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location. \n \n In addition, our comprehensive benefits package aims to support our employees in various aspects of their lives. From healthcare and wellness programs to retirement plans and childcare services, we prioritize the well-being and growth of our employees. Our benefits include medical, dental and vision coverage, a 401(k) Savings Plan, backup childcare, life, accident and disability insurance, mental health support and paid time off. Additional details about our benefits offerings, inclusive of eligibility for a discretionary bonus, will be provided during the hiring process. \n \n About BNP Paribas: \n BNP Paribas is a leading bank in Europe with an international reach across the US, EMEA and APAC. It has a presence in 65 countries, with nearly 190,000 employees. The bank employs over 3,500 people in offices in the US across 10 states including New York, Jersey City, Chesterbrook, PA, San Francisco, Boston, Chicago, Denver, Miami, and Washington, DC. BNP Paribas has built a strong and diversified presence to support its client base. We continue to grow and strengthen our commitment to the US market through our Corporate & Institutional Banking activities. We are one of a few non-US banks to offer a full value chain for our clients, from trading to financing, and clearing and custody in the US with the international footprint and capacity to deliver both globally and locally. Leveraging the strength of our European roots, our network can support clients in virtually every region of the world, enabling more connectivity and efficiency wherever our clients conduct business. We take pride in our expertise and our ability to adapt while constantly looking ahead to create a more sustainable world. \n \n As an international company with a global footprint, the unique cultures and viewpoints of our team members are an integral part of the fabric of BNP Paribas. We are a company with a purpose - to be a responsible and sustainable global leader. We aim to create an environment where our employees feel empowered to drive change, make an impact and be true to themselves. We employ talented individuals from a wide variety of backgrounds, locally and globally, and are inspired by our employees who help us in cultivating a diverse, equitable and inclusive workplace through initiatives such as our Diversity, Equity & Inclusion (DEI) Leadership Forum and Employee Resource Group (ERG) communities. We strive to be a workplace where all team members can grow and thrive and offer robust training, development, and mentoring opportunities to make that vision a reality. Our leaders are deeply committed to DEI and highly accessible to our employees, consistently soliciting feedback on how we can continue to support our employees to reach their highest potential. \n \n BNP Paribas. The Bank for a Changing World - https://usa.bnpparibas/en/homepage/join-us/our-opportunities/ \n \n BNP Paribas is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, color, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, citizenship, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status. \n Protect yourself from fraudulent job postings. Emails about jobs at BNP Paribas will always come from addresses ending @bnpparibas.com @us.bnpparibas.com, @ca.bnpparibas.com, or @br.bnpparibas.com. You should be suspicious of emails regarding employment with BNP Paribas coming from any other domains and should not respond. BNP Paribas will never send payments to or request payments from candidates for positions posted by BNP Paribas. \n

Prominent international investment bank seeks a VP in their FP&A department to focus on expense management and cost allocation around information technology. \n \n This is a hybrid role, 2 or 3 days per week in office in midtown Manhattan \n \n This is a newly created position due to organizational growth. \n \n Responsibilities include: \n\n • Support corporate financial planning and analysis activities for IT leadership, with a focus on expense management, cost transparency, and financial reporting.\n, • Contribute to the enhancement of budgeting, forecasting, and financial reporting processes to improve planning accuracy and operational efficiency.\n, • Oversee the administration of internal service agreements and intercompany cost-sharing arrangements, ensuring accurate allocation of expenses across business entities.\n, • Analyze cost distribution methodologies and financial models to validate allocation accuracy, maintain agreement documentation, and assess impacts on budgets and financial operations.\n, • Coordinate intercompany financial transactions and reconcile allocated expenses within internal financial systems to support accurate reporting and compliance.\n, • Develop and maintain recurring and ad hoc reporting solutions that provide visibility into IT spending, resource consumption, and internal cost recoveries.\n, • Refine chargeback methodologies and allocation models to improve data integrity, support automation, and strengthen alignment between financial plans, resource utilization, and forecasts.\n, • Partner with IT service owners and cross-functional stakeholders to establish service expectations, document performance standards, and ensure alignment with corporate policies and applicable regulatory requirements.\n, • Monitor service-level performance against established targets, identify gaps, and support remediation efforts to address operational and compliance-related issues.\n, • Facilitate the review and ongoing maintenance of service agreements, ensuring accurate documentation, timely updates, and effective resolution of allocation or service-related discrepancies.\n, • Support the development of financial reporting requirements and process improvements across the IT organization.\n, • Assist with operational coordination, system configuration, time reporting, and other activities that support the team's financial management objectives.\n\n \n Qualified candidates must have IT specific FP&A experience in the financial services space. \n \n Salary 150k-180k base plus bonus and great benefits

Boutique Private Equity firm located in NYC is seeking a college educated, communicative, pro-active and responsible individual with 1+ years of corporate administrative experience and a true desire to succeed. Support a small team of executives with calendaring, expense processing, event planning, team outings and meeting coordination. Conduct research and gain hands on experience within the investment arena. Proficiency in MS Word, Excel and Outlook, required. Great opportunity for confident, individual who wants to be a part of a successful and thriving investment firm. Bachelor's degree a must, with solid academic credentials. Base salary up to 115K plus bonus. Comprehensive benefits package. Great perks!

Our client is a fintech firm located in Manhattan. Responsibilities include but are not limited to: • Collaborate and provide vision and leadership in the development and execution of departmental long- and short-term goals and agency strategic plan, • Oversee delivery of day-to-day learning and development offerings and ensure aligned with department goals and agency strategic plan, • Partner with the HR team to strategically respond to initiatives and analytics requests, • Ensure consistent, high quality internal and external communications highlighting learning and development opportunities The ideal candidate will have: • At least 3 years’ experience in learning and development, • 5+ years of HR experience ideally within a generalist capacity, • Advanced degree in Human Resources is a plus, • Strong leadership skills, with the ability to work collaboratively with a variety of people, as well as an aptitude for teamwork., • A demonstrated ability to communicate and work effectively across all levels, • Superior organizational and analytical skills, and excellent verbal and written communication skills. The annual base salary range is $125,000 to $170,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

This position is open to multiple U.S. locations. Preferably near a U.S. HW Kaufman office location. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships. The candidate will play a critical role in driving the growth and profitability of our ocean marine liability business. Interested? Join our team! Responsibilities • Maintain and grow a book of ocean marine liability business including Hull/P&I, Primary Marine Liability, and Excess Marine Liability as part of the RB Jones Marine team, • Manage and develop broker relationships, • Produce new business as well as maintain a book of renewal business, • Prequalify accounts and utilize underwriting acumen to select sound marine risks, • Underwrite, rate, quote and bind, profitable new and renewal marine business to meet goals in agreement with underwriting guidelines and underwriting authority, • Regular national travel as required Qualifications • Bachelor’s degree or equivalent combination of education and experience, • Minimum 7 to 10 years of marine underwriting experience required, • Wholesale, MGA or carrier experience preferred, • Demonstrated proficiency in sales and marketing, • Proven organization skills and ability with a strong attention to detail, • Interest in continued education and professional development, • Insurance license, CPCU, CIC, AMIM or comparable designations preferred Compensation Package • Base salary range of $110,000.00 to $165,000.00 dependent upon experience, • Flexible and Hybrid work options, • Health benefits & 401K with employer match, • Employer paid continuing education courses and designations, • Many opportunities for career advancement About Our Company Founded in 1905, RB Jones is a leader in providing specialty risk coverage solutions to brokers, agents and wholesalers, including: Commercial Marine, Excess Energy, Commercial Property, Professional, Flood, Builders Risk, Terrorism, Inland Marine and other unique products. RB Jones is a member of H.W. Kaufman Group, which employs more than 2,000 professionals in over 60 offices across the United States, Canada, Latin America, the United Kingdom and the European Union. At H.W. Kaufman Group and RB Jones, we prioritize a culture grounded in family values that fosters and sustains a supportive and welcoming workplace. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Full-Time | In-Person THIS POSITION REQUIRES ONSITE WORK IN BROOKLYN, NY. PLEASE DO NOT APPLY IF YOU ARE NOT LOCAL TO THE NYC AREA No staffing agencies or third-party recruiters, please About Us Cotronics is a full line manufacturer of Specialty Adhesives, in business since 1971. Position Summary The Accounting Supervisor owns the day-to-day accounting function of the company, ensuring accurate financial records, timely processing of transactions, and compliance with established accounting procedures and internal controls. This seasoned professional manages the full accounting cycle through financial statement preparation, leading a team of accounting staff, and serves as a key financial partner to leadership in support of financial reporting, operational efficiency, and sound financial practices. Key Responsibilities • Own full-cycle accounting, including accounts payable, accounts receivable, and the general ledger., • Prepare and maintain accurate financial records, journal entries, and supporting documentation., • Prepare monthly financial statements, including balance sheets, income statements, cash flow statements, and related reports for leadership., • Lead month-end and year-end close, completing the monthly close within 5 business days of month-end., • Supervise and develop a team of accounting staff, including assigning responsibilities, reviewing work, providing guidance and training, and monitoring performance., • Manage customer invoicing, payment processing, collections, and vendor payments., • Reconcile all bank accounts, credit card statements, and general ledger accounts monthly., • Monitor cash flow, outstanding receivables, and payment obligations, and prepare cash flow forecasts for leadership., • Own payroll-related accounting, including payroll journal entries and payroll tax reconciliations., • Assist with inventory and cost accounting, including inventory valuation, cost of goods sold, work-in-process (WIP), and cycle count and physical inventory reconciliations., • Identify and resolve accounting discrepancies and ensure timely corrections., • Coordinate with internal departments to ensure accurate and timely financial transactions., • Design, maintain, and improve accounting procedures, workflows, and internal controls., • Serve as the primary contact for the outside CPA firm, maintaining audit-ready records and supporting documentation for year-end, tax filings, and audits., • Prepare and file sales and use tax returns, 1099s, and other required compliance filings., • Maintain fixed asset records and depreciation schedules., • Assist leadership with budgeting, financial analysis, and special projects., • Ensure confidentiality and security of financial and employee information., • Perform other duties as assigned. Qualifications & Experience • Bachelor’s degree in accounting or finance, or equivalent professional experience., • Minimum of 8–10 years of progressive bookkeeping or accounting experience, including full-cycle accounting through financial statement preparation., • Minimum of 2 years of experience supervising accounting staff required., • Strong knowledge of accounts payable, accounts receivable, general ledger accounting, and financial reporting., • Advanced proficiency with [accounting software/ERP, preferably Sap and Batchmaster and Microsoft Excel (pivot tables, lookups, and reconciliation workbooks)., • Strong working knowledge of generally accepted accounting principles (GAAP)., • Minimum of 3 years of manufacturing and / or inventory accounting experience; including cost accounting., • Experience with sales and use tax, 1099 reporting, and payroll tax reconciliation., • Ability to manage multiple priorities and meet deadlines. Core Competencies • Strong attention to detail and accuracy., • Effective leadership and supervisory skills., • Excellent organizational and time management abilities., • Strong analytical and problem-solving capabilities., • Clear communication and interpersonal skills., • High degree of integrity, accountability, and confidentiality., • Ability to work independently and collaboratively., • Proactive approach to identifying and improving processes. Equal Opportunity Employer Cotronics is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

Tax Manager – Brooklyn $150K CPA or EA | High-growth accounting business | Genuine progression A fast-growing, entrepreneurial accounting business is looking for a Tax Manager to join its Brooklyn operation. This is a good opportunity for someone who wants more than another traditional CPA firm role. The business is growing quickly through acquisition, investing heavily in technology and AI, and creating plenty of opportunities for people who want to take on more responsibility as it scales. You’ll work closely with small businesses and business owners across: • 1040, 1065, 1120-S, 1120 and 1041 returns, • Tax preparation and review, • Client management and advisory, • Staff supervision and development, • Tax planning, • Bookkeeping and financial statement oversight What they’re looking for: • CPA or EA, • Strong public accounting / CPA firm background, • Broad tax generalist experience, • Comfortable reviewing returns and managing clients, • Experience supervising or mentoring staff, • Commercial, ambitious and happy working in a growing environment This is particularly suited to someone who wants more ownership, faster progression and the chance to grow with a business rather than wait years for the next title. Brooklyn | Initially office based with hybrid flexibility longer term Interested? Get in touch for a confidential conversation.

Exchange Engineer, Exchange, Hybrid M365 Hybrid New York, NY Our client runs a hybrid Exchange 2019 and Exchange Online environment, and they need a Tier 3 engineer to own it. This isn’t a generalist sysadmin seat. Mail is the job. You’ll run the hybrid setup, push the move to Microsoft 365 forward, and be the last stop when messaging breaks. You’ll also work closely with the security team on DLP, encryption and compliance. If you like the security side of email as much as the plumbing, you’ll enjoy this one. What you’ll do: • Manage the hybrid Exchange deployment and migrations to Microsoft 365, • Handle Tier 3 messaging incidents and escalations, • Automate admin work and reporting in PowerShell, • Keep mail highly available: DR, patching, health checks, capacity planning, • Watch mail traffic and security logs for threats and anomalies, • Partner with security on DLP, encryption and Purview policies, • Document configs, procedures and incident fixes What you need • 3+ years managing Exchange, including on-prem 2016 or 2019, • Real hybrid experience with Exchange Online, • Working knowledge of how Exchange Online ties into Teams and Purview, • PowerShell you write yourself, not just scripts you run, • SPF, DKIM and DMARC you can troubleshoot from scratch, • Solid Active Directory, DNS and networking fundamentals

Cash Equities New York City | Full-time Corgi is recruiting experienced institutional equity sales traders with established client relationships to grow our business across US equities. Why Corgi? Join a growing institutional sales-trading business serving long-only asset managers, pension funds and hedge funds. The platform includes: Agency-only equity brokerage High-touch equity trading, program trading and algorithmic execution Institutional options and fixed income execution International trading supported by a 24/6 live global trading desk Transition management capabilities Trading, operations, compliance and technology support The Opportunity Develop and manage institutional client relationships Execute client equity orders and provide market color, liquidity insight and execution guidance Identify and onboard new institutional clients Introduce clients to relevant capabilities across the platform Coordinate with trading, operations and compliance throughout the trade lifecycle Maintain accurate order handling, reporting and records Who We’re Looking For We’re seeking entrepreneurial sales traders who bring: Established institutional buy-side relationships and a demonstrated record of generating revenue Experience developing business driven primarily by client-initiated equity order flow An understanding of institutional investors’ execution needs Strong communication skills and long-term client relationships Accountability, collaboration and disciplined execution An interest in helping build and grow the desk Candidates should generally have five or more years of institutional sales-trading experience. We’ll also consider candidates with fewer years who already cover their own institutional accounts. Series 7, 57 and 63 registrations are required, with additional registrations required depending on assigned activities. Candidates must be able to obtain and maintain all registrations and approvals required for the role. A bachelor’s degree is preferred. Compensation Competitive compensation.

Our client is a leading hedge fund, and we are hiring for a Quantitative Developer to be based in the New York office. The ideal Quantitative Developer will have proven experience in financial data modeling, exposure to macro products and strategies, and strong hands-on experience within in Python programming and analytical skills. Salary: $350k-$500k Total Compensation Responsibilities: • Develop and maintain market data models and time series framework, • Provide support to the front office team utilizing quantitative methodologies, • Automate risk management platform to improve the performance and trading risk appetite Requirements: • Strong command of Python programming skills and time series analysis, • Deep level knowledge in quantitative finance, • Familiarity with databases and modern cloud technologies (AWS/Azure), • Excellent stakeholder management skills and good communication

Madison Hunt is partnering with a New York-based investment bank providing strategic advisory and capital markets services, with a particular focus on the energy transition and sustainability sectors. The firm advises clients across M&A, private capital raising, and other strategic transactions. They are currently seeking an Associate to join its New York team. The Associate will focus primarily on M&A and capital raising across power, renewables, and energy transition, with significant exposure to asset-level transactions as well as corporate advisory. Current and recent mandates include renewable asset sell-sides, capital raises for renewable and power developers, structured equity transactions, and opportunities involving conventional power assets.

Our client is a top financial services firm in Manhattan, and they are looking for an organized and motivated Senior Recruiting Coordinator to join the team. Responsibilities: • Work closely with candidates, recruiters, and stakeholders of all levels to schedule and confirm interviews., • Keep hiring teams and candidates informed throughout each stage of the recruiting process., • Identify opportunities to improve recruiting processes and lead the execution and implementation of those enhancements., • Support the planning, setup, and on-site participation for recruiting events, including conferences and career fairs., • Build, maintain, and nurture relationships with candidates. Qualifications: • 2+ years of broad-based HR experience or strong coordination experience in an EA role at professional services firm, • Bachelor's degree is required, strong academic record preferred, • Exceptional communication skills, both in verbal and written interaction The annual base salary range is $70,000 to $100,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

Tax Senior – NYC/NJ Are you ready to elevate your career with a top-tier regional accounting and advisory firm? In this role, you will work with a wide variety of prominent and highly successful clients, handling tax planning and review of individual, trust, foundation, partnership, and corporate tax returns, including consolidated and multi-state returns. As a Tax Senior, you will also review federal and state quarterly estimated payments, assist with tax audits, and conduct light research projects. Strong communication skills and a polished demeanor are essential as you will interact with clients, audit managers, and tax staff. Job Responsibilities: • Reviewing individual, trust, partnership, and corporate tax returns in accordance with firm procedures and policies, • Completing tasks in a timely manner, • Addressing roadblocks by asking appropriate questions and seeking counsel, • Setting effective work assignment priorities, • Ensuring that job execution, documentation, and completion adhere to required policies and procedures, • Producing clear, concise, thorough, and professional-quality results Requirements: • An undergraduate or graduate degree in accounting or law, • CPA, MS in Taxation, and/or LLM preferred (or in process), • Approximately 5 years of experience working in tax for a public accounting firm, or similar industry experience, • Excellent written and verbal communication skills Ready to take the next step in your career? Apply now and join a firm where your skills and ambitions can truly shine!

We have a dynamic greenfield opportunity at a leading fund where industry experience is not needed. They are looking for a strong and senior developers with the following skills: • C#, • .NET, • Cloud, container technologies, • Sql server We'll discuss the details of the compelling multiyear project.

Full Time Outbound Calling – High Energy, High Volume, High Opportunity We’re looking for a motivated Outbound Calling Specialist to make approximately 120 outbound calls per day. If this sounds energizing rather than intimidating, we’re looking for you. This role rewards focus, consistency, and follow-through. Core attributes we're looking for: • Self motivated, • Proactive, • Structurer, • Closer You’ll be a great fit if you: • Don’t get rattled by rejection, • Take pride in showing up and executing daily, • Like clear goals and measurable wins We provide direction, support, and a straightforward process. You bring the hustle and consistency. Please respond with: • Your background, • Your past experience, • Why you believe this is for you, • Confirm you’re comfortable making 80 calls per day

Options & Equity Derivatives New York City | Full-time Corgi is recruiting experienced institutional options sales traders with established client relationships to grow our business across listed options and equity derivatives. Why Corgi? Join a growing institutional sales-trading business serving long-only asset managers, pension funds and hedge funds. The platform includes: Agency-only equity brokerage High-touch equity trading, program trading and algorithmic execution Institutional options and fixed income execution International trading supported by a 24/6 live global trading desk Transition management capabilities Trading, operations, compliance and technology support The Opportunity Develop and manage institutional client relationships Execute client options orders and provide market color, liquidity insight and execution guidance Identify and onboard new institutional clients Introduce clients to relevant capabilities across the platform Coordinate with trading, operations and compliance throughout the trade lifecycle Maintain accurate order handling, reporting and records Who We’re Looking For We’re seeking entrepreneurial sales traders who bring: Established institutional buy-side relationships and a demonstrated record of generating revenue Experience developing business driven primarily by client-initiated options order flow An understanding of institutional investors’ execution needs Strong communication skills and long-term client relationships Accountability, collaboration and disciplined execution An interest in helping build and grow the desk Candidates should generally have five or more years of institutional sales-trading experience. We’ll also consider candidates with fewer years who already cover their own institutional accounts. Series 7 and 63 registrations are required, with additional registrations required depending on assigned activities. Candidates must be able to obtain and maintain all registrations and approvals required for the role. A bachelor’s degree is preferred. Compensation Competitive compensation.

• Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies., • Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing., • Analytics & Modeling: Build financial models, performance analyses and investment framework., • Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders. Qualifications: • 6-10 years investment experience at family offices, endowments, foundations, or asset managers., • Strong quantitative and qualitative analysis., • MBA, CFA, highly preferred

I’m partnering with an established investment platform that is looking to add a commercially minded professional to its private equity team in New York. The position is focused on building a pipeline of potential investments in privately held U.S. businesses. You’ll spend much of your time identifying attractive companies, engaging directly with founders and owners, and developing relationships that can ultimately lead to investment opportunities. What You’ll Be Doing • Research and identify privately held businesses that fit the team’s investment strategy., • Generate new opportunities through direct outreach, market mapping, referrals, and relationship development., • Engage founders and business owners through phone, email, LinkedIn, and other sourcing channels., • Build long-term relationships with prospective sellers, executives, advisors, and other market participants., • Develop new approaches to identifying companies before they enter a formal sale process., • Evaluate potential opportunities at an initial level and work closely with the investment team to determine where to focus resources., • Maintain an active pipeline and provide market intelligence on companies, industries, and potential acquisition opportunities. What We’re Looking For • 3–8 years of relevant professional experience., • Background in private equity sourcing, investment origination, business development, expert networks, or another highly relationship-driven environment., • Experience conducting proactive outbound outreach and developing relationships from a cold introduction., • Ability to communicate naturally and credibly with founders, executives, and business owners., • Strong commercial judgment, curiosity, and an interest in understanding how privately held businesses operate., • Comfortable taking ownership of sourcing initiatives and working within a collaborative investment environment., • Bachelor’s degree or higher. 📍 New York City | On-site 💰 $130,000–$170,000 base + bonus This opportunity should particularly appeal to someone who enjoys the front end of private equity investing: identifying businesses, opening new relationships, and creating investment opportunities that would otherwise not reach the market.

Associate Director, Software Engineering New York, NY – Manhattan $145,000–$175,000 base salary + 10% bonus Hybrid – 2–3 days per week in office Please note that employment sponsorship is not available for this position, either now or in the future. Candidates must be authorized to work in the United States without current or future sponsorship We are looking for an experienced Associate Director, Software Engineering to join a growing technology organization in New York City. This is a highly hands-on engineering opportunity for someone with deep Java expertise who enjoys building scalable applications, making technical decisions, and contributing directly to the development of modern technology platforms. The organization is making significant investments in technology, including modernization, greenfield development, AI initiatives, and improvements to existing platforms and processes. This role offers the opportunity to have a meaningful impact while working within a large, established global organization. What You’ll Be Doing • Design, develop, and enhance scalable software applications and services, • Work primarily on backend development using Java, while contributing across the full technology stack, • Build and support APIs, services, and modern application architectures, • Contribute directly to coding, technical design, and implementation, • Make and communicate thoughtful technical and architectural decisions, • Work within an AWS-based environment, • Collaborate closely with engineers, architects, and other technology stakeholders, • Contribute to modernization and greenfield technology initiatives, • Help improve the scalability, efficiency, and reliability of technology platforms What We’re Looking For • 10+ years of professional software engineering experience, • Strong professional experience with Java, • Deep backend software engineering experience, • Experience designing and developing APIs and modern software applications, • Experience working with AWS or cloud-based environments, • Full-stack engineering exposure, with particularly strong backend capabilities, • Strong understanding of software design and architecture, • Ability to clearly explain technical decisions, trade-offs, and alternative approaches, • Excellent communication and collaboration skills, • Comfortable remaining 100% hands-on with development at the Associate Director level, • Ability to work from the Manhattan office 2–3 days per week Industry background is flexible — the focus is primarily on technical capability, hands-on engineering expertise, and communication skills.

Market Risk Business Analyst Location: Jersey City, NJ Duration: 18-Month Contract Level: Mid-Senior Level Position Overview We are looking for a Market Risk Business Analyst to support ongoing initiatives within the Market Risk organization. The ideal candidate will have strong Technology Business Analyst experience, Market Risk knowledge, and experience with investment reporting, VaR, SQL, and Excel. Responsibilities • Gather, document, and analyze business and technical requirements., • Support ongoing Market Risk and investment reporting initiatives., • Work with Market Risk stakeholders to understand business needs and reporting requirements., • Analyze Market Risk data, including VaR, risk limits, interest rates, and related risk metrics., • Write and analyze SQL queries, including joins, tables, and data validation., • Perform data analysis and reconciliation using SQL and Excel., • Translate business requirements into clear functional and technical requirements., • Work with technology teams to support system and reporting enhancements., • Assist with testing, data validation, and issue resolution., • Create and maintain requirements, process documentation, and test cases., • Communicate effectively with business and technology stakeholders. Required Qualifications • Mid-to-senior level Business Analyst / Technology Business Analyst experience., • Strong Market Risk knowledge, including:, • Market Risk limits, • Interest rates, • Value at Risk (VaR), • General Market Risk terminology, • Investment reporting experience., • Strong SQL skills, including queries, joins, tables, and data analysis., • Excellent Excel skills., • Strong analytical and problem-solving skills., • Excellent written and verbal communication skills., • Experience working with business and technology teams in a financial services environment., • Ability to translate business requirements into clear technical requirements.

Our client is seeking a Supporting Financial Advisor to join a wealth management firm in Midtown Manhattan. This individual will work closely with senior advisors to support client relationships, assist with financial planning, and manage day-to-day client needs. This role offers opportunities for continued growth and advancement. Key Responsibilities • Support senior advisors in managing client relationships and financial planning., • Participate in client meetings, including preparation and follow-up., • Assist with financial planning casework and client recommendations., • Manage client relationships from onboarding through ongoing service., • Collaborate with team members to address client needs., • Take on additional responsibilities and potentially grow into a lead advisor role. Qualifications • 5+ years of experience in wealth management or financial services., • Active Series 7 and Series 63 licenses required., • CFP certification or progress toward obtaining the designation preferred., • Previous advisory experience preferred, but not required., • Strong communication, organizational, and client relationship management skills., • Team-oriented, receptive to feedback, and interested in long-term growth., • Ability to work five days per week in-office in Midtown Manhattan.

Summary: The FS Head of Financial Intelligence Unit (FIU) responsibilities include the following: managing a team of FIU investigators responsible for reviewing transaction monitoring alerts, conducting enhanced investigations, drafting and filing Suspicious Activity Reports (SARs) with FinCEN in addition to reviewing and dispositioning escalated real-time sanctions transaction screening alerts. Additionally, the FIU Head and the FIU team is responsible for administering the Anti-Bribery and Corruption (ABAC) and Fraud programs which includes reviews of all relevant gifts, entertainment, political contribution, charitable contributions and sponsorship requests to ensure compliance with internal policies and procedures and regulatory requirements issued by the Foreign Corrupt Practices Act (FCPA) and the French Sapin II Anti-Corruption regulation. Key Responsibilities: • Manage a team of FIU investigators responsible for transaction monitoring, investigation, SAR drafting, real-time sanctions screening alerts and administering the ABAC and Fraud programs., • Enhance and implement the Bank’s transaction monitoring and investigations program., • Oversee the FIU team’s reviews of transaction monitoring alerts to ensure that all activity is in compliance w/ current BSA/AML regulatory standards, and ensure that transaction monitoring alerts are documented and dispositioned in compliance with the standards established in the Bank’s policies and procedures., • Review enhanced investigations on activity that may be deemed possibly suspicious., • Work with the Head Office to ensure effective model management of the transaction monitoring model., • File Suspicious Activity Reports to FinCEN related to potentially suspicious activity., • Serve as an escalation point for any real-time sanctions payment messages., • Collect and compile KRI, KPI and metrics, for reporting to management and/or Head Office., • Ensure compliance with the FinCEN 314a process., • Serve as the FinCEN 314b contact for the Bank., • Assist with any enhancement projects in regards to the Bank’s FIU program., • Support the annual process of compliance certification with NYS DFS Regulation Part 504., • Assist with compilation and analysis of data for the Bank's BSA/AML and OFAC Risk Assessments., • Manage the ABAC and Fraud programs ensuring that all relevant gifts, entertainment and political contributions are appropriately disclosed, reviewed and dispositioned., • Provide material support to the Regional Head of Financial Security on all audits and regulatory exams. Management and Reporting: The position reports directly to the Regional Head of Financial Security – Americas. Key Internal Contacts: The employee will interact on a regular basis with Senior Management, Front Office personnel, Head Office Compliance personnel, and other relevant stakeholders as required. Key External Contacts: The employee will have occasion to interact with external auditors and/or regulators during exams. Education: • College degree, • CAMS Certification a plus Experience: • 8-10 years of experience in banking, with focus in financial intelligence Competencies Required: • Knowledge of BSA/AML, Sanctions/risks, Anti-Bribery and Corruption and Fraud topics Skills & Knowledge Essential: • Ability to manage a team of analysts

Salary: $120K-$130K + 10-15% bonus Our client, a real estate investment firm with a large portfolio of commercial and multifamily properties, is seeking a strong Senior Property Accountant. The position offers a collaborative, supportive culture and significant opportunity for growth. Responsibilities Include: • Oversee accounting duties for a portfolio of commercial properties in NYC, • Prepare accrual financials for assigned portfolio, • Analyze the general ledger for each property, prepare journal entries, calculate accruals and adjustments and maintain detailed workpaper files on a monthly basis, • Review results of operations and provide detailed explanations of variances, • Review invoices to ensure correct account coding and expense allocations, • Responsible for Common Area Maintenance (CAM), • Prepare reconciliations of all cash accounts, reserves and escrows, • Monitor cash balances and request capital funding, as needed, • Interact with asset managers, leasing agents, and property managers, • Assist in the resolution of tenant billing inquiries with accounts receivable and legal departments, • Ensure lender reporting compliance, • Respond to lender inquiries, as needed, • Compile financial information for analysts during debt refinances and/or sales of properties, • Prepare annual budget and reforecast, • Serve as the main contact for annual audits and tax return preparation Requirements Include: • Bachelor's Degree in Accounting, • Background in public accounting or private industry within the real estate industry, • Knowledge of Yardi, MRI or similar software is preferred, • Strong organizational and communication skills

Institutional Sales Trader, International APAC, EMEA & LATAM New York City | Full-time Corgi is recruiting experienced international sales traders with established, portable client relationships to cover APAC, EMEA and LATAM markets during live hours. Why Corgi? Join a growing institutional sales-trading business with international trading supported by a 24/6 live global trading desk. The Opportunity • Cover institutional clients in your region (APAC, EMEA or LATAM) during live market hours, • Execute client orders and keep clients informed with timely updates and market color, • Grow your book and bring on new institutional clients, • Help resolve post-trade issues with trading and operations, • Wear a few hats and help shape how technology supports the workflow Who We're Looking For • An established, portable book of business and client relationships, • Generally five or more years of sales-trading experience in the region you cover, • Comfort working live hours for your region, • Experience with order and execution management systems such as Bloomberg EMSX is helpful but not required, • A creative problem solver who works independently, • Trustworthy, disciplined, articulate, analytical, resourceful and proactive Series 7 and 63 registrations are required, with Series 57 and additional registrations required depending on assigned activities. Compensation Competitive compensation. To Apply Submit your résumé.

The candidate performs in-depth research and analysis of market, credit, and trading data to identify risks, develop mitigation processes, and present findings to senior management. The candidate performs daily assessments of market conditions and acts as the first line of defense against systemic, idiosyncratic and counterparty-specific risks. The role is also responsible for creating reports for internal governance committees, measuring key risks, and escalating issues as appropriate. Key Responsibilities: • Liaise with market risk, financial surveillance, and other departments to familiarize others with counterparty credit, liquidity, and collateral risk profiles, • Perform daily procedures to monitor risk to the clearinghouse, including credit and liquidity stress testing, and escalate findings as necessary, • Demonstrate a strong understanding of applicable regulations at both domestic and international level as well as have a firm grasp of applicable rules in the clearinghouse's rule book, • Use technical skills, including knowledge of programming and financial mathematics, to maintain models, • Assist in preparing responses to ad hoc regulatory requests Skills and Software Requirements: • Knowledge of Fixed Income, Cash Treasuries, and Repo Markets, • Experienced in Excel, PowerPoint and Word, • Bloomberg, • Familiarity with relational databases (MS SQL, Oracle) and SQL, • Ability to manipulate large data sets, • Strong analytical, quantitative, and organizational skills, • Knowledge of financial analysis at an intermediate level, • Excellent written and verbal communication skills, • Capability to work independently as well as in a team setting

Please note, this is a very junior role. 1 maybe 2 years experience is ideal. Position: Jr Analyst/Analyst, Operations Staff Job Description: The Jr Analyst/Analyst position is responsible for various financial administration and control procedures performed for client accounts. Responsibilities: • Record quarterly valuations and other financial information into the firms portfolio management system based on review and analysis of private equity fund financial statements., • Verify accuracy of the firms records through quarterly reconciliation of transaction activity per the firms portfolio management systems and private equity fund financial information., • Ensure portfolio transaction and valuation information is effectively recorded by clients through comparison of information per the firms portfolio management systems to third-party broker and trustee statements., • Review quarterly reported net asset values and assess the reasonableness of private equity partnership valuation methodologies used to arrive at such valuations., • Maintain underlying portfolio company database on a quarterly basis and update with financial information (i.e. cost, value, stage of investment, industry, location, investment date) extracted from partnership financial statements., • Interact with clients, partnerships and trustees to resolve issues relating to client investment portfolios and carry out ad hoc projects. Requirements: • Degree in accounting or finance from reputable college, • Strong computer skills--Excel, Word, Access, • Effective organizational, communication and problem-solving skills, • Self-motivated individual with strong time-management skills, • A team player eager to learn private equity investment management business, • Up to two years relevant work experience

About Pave Finance Pave is on a mission to democratize wealth management by revolutionizing how financial advisors spend their time. Our platform is powered by a proprietary ML algorithm previously only available for billionaires. We enable advisors to build personalized investment strategies and automate trading across their entire book of business, empowering them to spend more time focusing on client relationships and scaling their businesses to help more people grow and maintain their wealth responsibly. Learn more at Description As a Product Manager leading Pave’s Experience Team, you’ll own the advisor-facing parts of the product that shape how advisors use Pave day to day, including portfolio management workflows, trade construction and execution, and the broader in-product experience. You’ll work closely with design, engineering, compliance, and go-to-market teams to understand advisor needs, decide what to build, and get features shipped. You’ll also work closely with the Senior Product Manager to develop product strategy, pressure test priorities, and ensure day-to-day execution stays aligned with the broader product roadmap. This role is a good fit for someone who is comfortable working through ambiguity, cares about the details of a good user experience, and can work across a lot of different stakeholders. If you’re passionate about finance and excited by the pace and ownership that comes with an early stage company, this is the position for you. Responsibilities • Lead product features from idea through launch, testing, and iteration., • Own the roadmap and backlog for advisor-facing product areas, setting priorities based on data, user feedback, and stakeholder input., • Talk directly with advisors and internal teams to understand problems, validate ideas, and identify ways to improve the product., • Write clear product requirements, user stories, and acceptance criteria for engineers across workflows ranging from portfolio management to trade execution., • Work closely with design and engineering to make tradeoffs across user experience, compliance, and technical constraints., • Partner with the Senior Product Manager to make sure Experience Team priorities align with the broader product roadmap., • Build and apply knowledge of investing and wealth management to make better product decisions. Required Qualifications • 2–4 years of product management experience., • Strong technical fluency and ability to work effectively with engineering teams., • Proven track record of shipping user-facing product features in fast-moving, ambiguous environments., • Strong analytical skills and excellent written and verbal communication., • Excitement to contribute to a collaborative, high-energy team culture., • Must be authorized to work in the United States. Preferred Qualifications • Experience in an early stage or high growth startup., • Experience in fintech, wealth management, or financial services, with an understanding of financial systems, brokerages, and/or trading platforms., • Experience working cross-functionally with engineering, design, legal, sales and marketing teams., • Comfortable adapting communication style to different stakeholders and working styles., • Familiarity with or curiosity about using AI tools in product development. Why Join Pave • We’ve found product-market fit and are growing quickly post-Series A., • Work with an experienced team and learn across product, investing, engineering, and financial services., • Fast-paced environment with opportunities to take on meaningful ownership., • $20M+ raised since inception., • Unlimited PTO + company holidays., • Medical, dental, and vision, with HSA/FSA plans and mental health care., • Company 401(k) with match., • Commuter benefits., • Wellness benefits with Wellhub., • NYC office in the heart of Manhattan., • Free lunch, plus coffee and snacks provided in the office. Location: New York City, 3 days per week in office (hybrid). Compensation: $125,000–$150,000 base + sizable equity

Accountants One is assisting our client in finding a Staff Accountant to support month-end close, account reconciliations, and audits. This position is ideal for an accounting professional with public-company or multinational experience who is comfortable working in a fast-paced environment. Key Responsibilities • Assisting with month-end closing duties, including preparing and posting general ledger journals, reconciling balance sheet accounts, and performing various tasks for accurate financial statements and senior management reports., • Coordinating with various third parties on international subsidiary monthly close procedures and preparing journal entries., • Performing reconciliation of domestic and international activities such as cash reconciliation and inventory balance reconciliation, • Assist in gathering and analyzing information as requested by the internal/external auditors, including statutory audits., • Assist management in SOX compliance and SEC reporting., • Other ad hoc activities and projects. Qualifications • Degree in Accounting / Finance required, • Minimum 2 years of accounting or related experience required, • Strong Excel and MS Office skills, • ERP experience required; NetSuite preferred, • Excellent problem-solving skills, • CPA license or studying to complete a CPA is a plus 18699

Our client, a private high-net-worth individual based in Brooklyn, NY, is seeking a highly organized, proactive, and detail-oriented Personal Assistant to provide comprehensive support. This is a high-visibility role in a fast-paced environment, requiring strong judgment, discretion, and the ability to anticipate and manage complex personal, household, and household staff oversight needs with precision. Responsibilities: • Manage complex calendars and coordinate personal, professional, and household priorities, • Oversee daily household operations to ensure a seamless, well-organized environment, • Coordinate vendors and service providers, ensuring quality, accountability, and discretion, • Manage household inventory, procurement, deliveries, and logistics, • Coordinate end-to-end travel arrangements and itineraries, • Support planning and execution of private events and gatherings, • Maintain structured systems and uphold strict confidentiality at all times Qualifications: • Strong organizational and multitasking skills with excellent attention to detail, • Strong communication and problem-solving skills, • Proficiency in Microsoft Office and scheduling tools, • Absolute discretion required

New York, NY (Hybrid) | Leading $10B+ Investment Management Firm The Opportunity We are recruiting for a leading New York-based investment management firm with over $10 billion in assets under management. The firm is seeking a talented Front Office Quantitative Modeler with approximately 2–6 years of experience to join its structured credit investment team. Our client's primary interest is in candidates with hands-on residential mortgage (RMBS) and loan-level modeling experience. Strong quantitative modelers with relevant ABS, CMBS, or CLO experience will also be considered. This is an opportunity to work closely with investment professionals, developing sophisticated quantitative models and analytical tools that directly support security valuation, investment research, relative-value analysis, and trading decisions. Key Responsibilities • Develop, enhance, and maintain quantitative models for residential mortgage loans, RMBS, and other structured credit products., • Build loan-level cash-flow and credit models incorporating prepayment, delinquency, default, loss severity, and recovery assumptions., • Develop Python-based analytical tools supporting security valuation, scenario analysis, and relative-value investment decisions., • Analyze underlying collateral performance, credit characteristics, and cash-flow behavior., • Work directly with portfolio managers, traders, and research professionals to develop practical investment analytics., • Improve the efficiency, accuracy, and scalability of quantitative modeling and research workflows., • Support modeling initiatives involving ABS, CMBS, and CLO products as appropriate. Qualifications • Approximately 2–6 years of relevant quantitative modeling experience in structured credit, residential mortgages, or related fixed-income products., • Strong preference for direct residential mortgage loan-level modeling experience, including prepayment, default, delinquency, or loss-severity modeling., • Candidates with strong hands-on ABS, CMBS, or CLO modeling backgrounds are also encouraged to apply., • Strong Python programming skills and experience developing quantitative models or analytical applications., • Understanding of structured-credit cash flows, collateral performance, valuation, and risk analytics., • Experience working with large financial datasets and developing production-quality analytical tools., • Strong quantitative, mathematical, and problem-solving skills., • Degree in a quantitative discipline such as Financial Engineering, Mathematics, Statistics, Computer Science, Physics, or Engineering., • Experience supporting portfolio managers, traders, or investment research teams is highly desirable. Additional Considerations • New York City-based hybrid opportunity., • Candidates authorized to work in the United States without employer visa sponsorship are strongly preferred., • Competitive compensation commensurate with relevant experience. Why Consider This Opportunity? This position offers the opportunity to apply sophisticated quantitative modeling techniques in a front-office investment environment where your work will directly influence investment decisions. You will collaborate with experienced investment professionals, work with complex structured-credit products, and develop models and analytical capabilities that support a leading investment management platform. Keywords: ABS, CLOs, Prepayment Modeler, RMBS, Python, C++, Software Developer, Valuation Models, CMBS,Cloud Expertise Please send resumes to Jim Geiger jeg@analyticrecruiting.com

The Loan Administrator Officer will process loans and payments for agented, participated, and bilateral facilities handled by Natixis’s U.S. office. The role also supports amendments and assignments, transaction authorization, open-item reconciliation, and the setup and processing of insurance payments. Working closely with the Middle Office and Loan Booking teams, you’ll help ensure that daily loan servicing activities are completed accurately and on time. This role is well suited to an organized, detail-oriented professional who can work independently and manage competing priorities. Essential Duties and Responsibilities • Process Natixis lender activity for bilateral, participated, and agented transactions, including loan input, payments to lenders, lender notices, fee payments, and invoice preparation., • Monitor incoming funds to the syndication account from lenders and borrowers, and complete daily reconciliations., • Perform daily Corona reconciliations and monitor past-due reports, investigating and following up on open items for assigned accounts., • Process assignments and amendments received from counterparties in a timely manner., • Review and authorize the different types of transactions handled by the team., • Set up, process, and reconcile insurance payments in accordance with established internal procedures. Qualifications • Undergraduate degree in finance or comparable experience., • At least five years of relevant experience., • Knowledge of applicable regulations and industry best practices., • Proficiency with Microsoft Excel and Word; experience with Loan IQ and Payplus., • Knowledge of Calypso or Corona is a plus., • Strong analytical and problem-solving skills., • Ability to work under pressure, multitask, and meet tight deadlines., • Strong written and verbal communication skills, with excellent attention to detail. The salary range for this position will be between $115,000 - $135,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

We’re working with an impressive, fundamentally-driven long/short investment platform that is looking to hire an Equity Analyst to build and lead coverage of the Business Services sector. This is a high-ownership opportunity for someone who wants to own a sector carve-out from the ground up rather than inherit an established coverage list. The successful candidate will have significant autonomy across idea generation, fundamental research, modeling, and investment recommendations, with direct exposure to the investment team and the ability to shape the firm's approach to the space. The opportunity: • Lead and develop Business Services coverage across a defined sector carve-out, • Build the investment framework, identify differentiated long/short opportunities, and develop actionable investment theses, • Own the full research process, including company and industry research, financial modeling, channel work, valuation, and variant perception, • Generate ideas independently and present investment recommendations directly to senior investment professionals, • Develop relationships with management teams, industry contacts, and other relevant sources, • Take meaningful ownership of the portfolio construction process and ongoing monitoring of positions, • Help build out the firm's broader expertise and presence in the Business Services space Ideal background: • Strong fundamental investing background, ideally within long/short public equities, • Experience covering Business Services or adjacent sectors, • Proven ability to develop differentiated investment views and generate actionable ideas, • Strong modeling and analytical capabilities, • Intellectual curiosity, strong communication skills, and a high degree of ownership, • Someone who is excited by the opportunity to build a coverage universe and take real responsibility for a sector This is particularly compelling for an investor who wants more ownership, direct investment-team exposure, and the opportunity to build something rather than simply maintain an existing coverage book.

Department: Equity Investments Reports To: Head of Equity Investments Functional Title: Research Analyst Location: New York (On-site, 5 days) Position Summary: We are seeking a detail-oriented and proactive Equity Research Analyst with approximately 1-5 years of experience in U.S. equity markets. The candidate will be responsible for supporting the full investment process, including company and sector research, financial modeling, valuation analysis, and preparation of investment committee presentations. The role also includes monitoring covered companies, engaging with corporate management teams and sell-side analysts, and providing timely recommendations to portfolio managers. In addition, the role will contribute to investor-facing activities by preparing portfolio updates, performance summaries, and strategic outlook materials, ensuring consistency and clarity in communications with stakeholders. The position also requires close collaboration with Japanese expatriates, including providing English-language support. Strong communication and organizational skills are essential for working effectively with internal teams, external stakeholders, and investors. Key Responsibilities: 1. Equity Research & Investment Execution · Conduct comprehensive fundamental research on listed companies, including strategy evaluation, financial performance, management quality, and alignment of interests with shareholders. · Analyze financial statements, earnings drivers, industry positioning, and competitive dynamics. · Develop and maintain detailed financial models to assess company valuations, cash flow projections, and scenario/sensitivity analyses. · Coordinate with external research providers, sell-side analysts, and consultants to validate assumptions and enhance investment decision-making. · Prepare investment recommendation materials and support the execution of trades and investment approvals. 1. Portfolio Monitoring & Reporting · Monitor ongoing performance of covered companies, including earnings releases, guidance updates, and material news flow. · Maintain and update portfolio tracking tools and databases to ensure accurate and timely reporting. · Identify and escalate deviations from expected performance, operational issues, or material changes in company strategies. · Assist in preparing periodic portfolio reviews and attribution analysis for senior management and stakeholders. 1. Investment Committee (IC) Support · Prepare detailed presentation materials for IC meetings, including investment rationale, risk analysis, sector outlook, and valuation scenarios. · Present investment opportunities and respond to questions from committee members with clarity and professionalism. · Track IC feedback and ensure follow-up actions are completed in a timely manner. 1. Trade & Portfolio Operations · Monitor and forecast portfolio cash flows (dividends, share buybacks, corporate actions). · Coordinate trading activities with portfolio managers, custodians, and operations teams, and execute actual equity trades as required. · Ensure accurate reconciliation of holdings, valuations, and risk exposures. · Support audits, compliance checks, and regulatory filings as required. 1. Research & Strategy Development · Participate in regular research meetings with portfolio managers to discuss new investment ideas. · Present stock recommendations in meetings where potential new holdings are evaluated, including preparing and delivering clear investment theses, valuation analyses, and risk assessments. · Document meeting outcomes and follow up on action items with relevant stakeholders. · Collaborate with internal and external research providers to refine investment strategies based on market trends and portfolio objectives. · Conduct market research, sector studies, and scenario analysis to support strategic planning. 1. Investor Presentation & Reporting · Prepare professional presentation materials for investor meetings, including portfolio updates, performance summaries, and strategic outlooks. · Support investor relations by responding to inquiries and providing timely updates on fund performance and market developments. · Coordinate with senior management to ensure consistency and accuracy in investor communications. · Assist in the development of investor reports and marketing materials. 1. Risk Management · Support the development and implementation of risk management frameworks for equity investments, including both qualitative and quantitative assessments. · Monitor macroeconomic, market, and sector-specific risks that may impact portfolio performance. · Collaborate with internal risk and compliance teams to ensure adherence to investment guidelines and regulatory requirements. · Document and maintain risk registers and mitigation strategies for each investment to propose. · Conduct risk analysis utilizing risk management tools to quantify exposures and enhance decision- making. 1. Internal Coordination & External Communication · Work closely with internal investment, legal, finance, and operations teams to ensure smooth execution of investment processes. · Liaise with sell-side analysts, consultants, and external research providers to gather market intelligence, validate assumptions, and support investment decisions. · Maintain organized documentation and communication records for audit and compliance purposes. · Communicate effectively in English with Japanese expatriates to support business operations and ensure alignment on investment activities. · Participate, as necessary, in internal cross-departmental meetings as well as Equity Team discussions to ensure alignment and effective communication of investment activities. Qualifications: Education & Experience · Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA or Master’s degree preferred. · Approximately 1-5 years of experience in equity research, investment management, or related buy-side or sell-side roles. · Experience in stock selection, sector coverage or supporting portfolio managers with investment recommendations is preferred. · Professional certifications such as CFA or similar are preferred. Skills & Competencies · Strong analytical skills with expertise in financial modeling, valuation techniques (DCF, comparables, scenario/sensitivity analysis), and fundamental research. · Ability to generate differentiated investment ideas and clearly articulate the investment thesis and risks. · Excellent written and verbal communication skills for preparing internal investment memos, presenting to portfolio managers and investment committees, and communicating investment views to investors. · Proficiency in Microsoft Excel, PowerPoint, Bloomberg, Barra, or other financial databases. · Familiarity with U.S. equity markets, sector dynamics, and company-specific drivers. Deep knowledge of a specific industry sector, developed through prior practical experience, is preferred. Preferred Attributes · Comfortable engaging with senior investment professionals, corporate management teams, sell-side analysts, external advisors. · Demonstrated ability to work under tight deadlines, particularly during earnings seasons, while managing multiple priorities. · Ability to manage multiple projects and deadlines in a fast-paced environment. · Detail oriented, proactive and able to excel in a highly collaborative team. · A flexible team player able to adapt to change. · Flexibility to adapt to the management style of Japanese life insurance companies' asset management subsidiaries. · Proactiveness to carry out work while communicating with non-native Japanese expatriates. To apply, please email your resume to xjiang@pasona.com

Coda Search has partnered with a New York City–based asset management firm overseeing more than $50 billion in assets and demonstrating substantial growth in recent years. The firm is looking to bring a Senior Fund Accountant onto its growing finance team. The successful candidate will be responsible for a group of funds and will collaborate closely with an external fund administrator to maintain precise reporting and sound fund operations. Key Responsibilities • Oversee accounting and financial reporting for an assigned group of investment funds., • Evaluate deliverables from external fund administrators to confirm they are accurate and complete., • Produce and review fund valuation reports and assess the activity of underlying investments., • Facilitate investor capital calls and distributions., • Contribute to the preparation of financial statements and assist throughout the year-end audit., • Track fund activity and performance, maintaining appropriate records and reporting., • Partner with internal departments and outside service providers to uphold accurate fund operations. Qualifications • Bachelor’s degree in Accounting, Finance, or a related discipline., • Minimum of three years of experience in fund accounting., • Background in financial services, asset management, or private equity., • Excellent analytical and problem-solving abilities., • Proficiency in advanced Microsoft Excel functions.

A leading alternative investment firm is seeking a Head of Technical Accounting & Transactions to join its growing finance leadership team. In this highly visible role, you will serve as the firm's technical accounting expert, partnering directly with executive leadership on complex acquisitions, financings, strategic transactions and accounting matters while overseeing technical accounting, SEC reporting and external financial reporting. Based in Manhattan, the position offers a flexible hybrid schedule and an outstanding opportunity to make a first move out of Big Four into a commercially focused leadership role. About the Head of Technical Accounting & Transactions Key Responsibilities: • Lead technical accounting assessments and prepare accounting memoranda supporting acquisitions, financing transactions, entity restructurings and other complex strategic initiatives., • Partner with Finance, Legal, Investments, Operations and executive leadership on the accounting implications of investments, financings and other significant transactions., • Serve as the firm's subject matter expert on U.S. GAAP, SEC reporting requirements and technical accounting guidance., • Oversee the preparation and review of SEC filings, including Forms 10-K, 10-Q, 8-K, financial statement footnotes, MD&A and related disclosures., • Support SOX 404 compliance, internal controls, accounting policies and disclosure controls., • Act as the primary liaison with external auditors on technical accounting and SEC reporting matters., • Monitor new accounting standards and SEC regulations, leading implementation efforts where appropriate., • Drive continuous improvement across financial reporting, accounting processes, internal controls and reporting automation. Key Requirements: • Bachelor's degree in Accounting, Finance or a related discipline; CPA required., • Currently operating at Manager level within a Big Four Accounting Advisory, Deals, CMAAS, FAAS, AAS or Transaction Services practice, or possess equivalent technical accounting experience., • Extensive experience researching complex accounting matters and preparing technical accounting memoranda supporting acquisitions, financings and other strategic transactions., • Strong knowledge of U.S. GAAP, SEC reporting requirements and SOX 404 compliance., • Proven ability to engage, influence and build credibility with senior stakeholders across Finance, Legal, Operations and external auditors., • Excellent analytical, communication, project management and technical writing skills. What sets this company apart: This leading alternative investment firm platform manages a diversified portfolio of institutional investments and continues to expand its market presence through disciplined growth and strategic execution. Backed by an experienced leadership team, the organization offers a rare opportunity to move from advising clients on complex accounting issues to becoming part of the decision-making process. What's next: If interested in this position, please contact Nick Louca at nick.louca@robertwalters.com.

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. Job Description Ridgepost Capital is seeking a Vice President to focus on new business development. This individual will be responsible for capital formation, business development, and product development across the entire RPC platform, with a particular emphasis on expanding relationships within the insurance channel. The ideal candidate will have a proven track record and strong relationships across the insurance landscape. He or she will develop and maintain relationships with institutional investors globally for RPC and its investment strategies. The new addition to the team will be expected to help develop RPC’s capital-raising strategies as well as establish and maintain relationships with institutional investors and/or their managers, advisors, or consultants, with the intent of attracting and measurably increasing assets under management. This employee will be a key member of the Global Client Solutions (GCS) team and will be integrated within overall capital raising efforts. This individual is expected to take a lead relationship management role with clients and function as the primary liaison between investors (both current and prospective) across RPC and its underlying investment strategies. Primary Roles & Responsibilities • Raise meaningful capital from new investors, • Establish dialogue with investors. Drive fundraising scheduling and initial meetings, and facilitate detailed diligence follow up meetings, • Create connectivity with new and existing investors and define the various investor outreach processes necessary for successful capital raising and investor relations for all P10 strategies, • Understand the particular investment needs of RPC's investors. Effectively maintain and service existing investors, • Increase investor recognition of RPC overall and contribute to RPC's credibility and brand positioning in the market, including marketing and content creation, • New product launches: contribute to business development initiatives and assist with strategic planning for new Fund launches (including strategic accounts and SMAs), production of presentation materials, private placement memoranda, and handling investor due diligence, • Product knowledge: become an expert on RPC’s product offerings and capabilities, • Team player: contribute to a collegial, team-oriented work environment Job Requirements Ridgepost Capital seeks to hire individuals who are highly motivated, have sound judgment, and have demonstrated excellence in prior endeavors. In addition to strong analytical and time management skills, the successful candidate must have: • Minimum 6+ years of relevant experience in sales, marketing and/or capital raising, • Ideally inclusive of work experience in alternatives, with a focus on private equity, private credit, and/or venture capital strategies, • Proven track record of initiating, building, converting, and maintaining high-quality, institutional LP relationships at senior levels, • Prior experience working with the institutional investor community including corporate and state pension funds; endowments; foundations; consultants; sovereign wealth funds; insurance companies; fund of funds; along with wirehouses, RIAs, family offices, and high net worth investors, • Strategic and nimble thinker with analytical aptitude and business acumen; flexible and able to deal with ambiguity and predict the needs of investors, • Effective at leading, influencing and communicating with all levels internally and externally, • Superior verbal and written communicator who can effectively toggle from teamwork to independent execution, • Committed to intellectual honesty, integrity, and adherence to the highest ethical standards; trustworthy, adaptable, resilient, and transparent, • Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by RPC in its sole discretion. Expected annual base salary range: $200,000+ **You may be required to obtain certain securities licenses if you are in a client-facing role and/or if you are engaged in the following: • Attending client meetings where you are discussing Ridgepost Capital products and/or and client questions, • Marketing Ridgepost Capital products to new or existing clients, • Structuring or creating Ridgepost Capital Funds/products, • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Ridgepost Capital is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Ridgepost Capital are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) Ridgepost Capital will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or ktarpey@ridgepostcapital.com.

I’m working with an early-stage AI startup building software that helps banks and wealth managers deliver personalised financial guidance to more people. They’re looking for a strong backend-focused engineer who can own application development and build features end to end, working across the stack when needed. You’ll work on core product features, internal applications and public APIs, alongside distributed backend systems, data pipelines and agentic AI workflows. They’re looking for: • Strong Python, backend architecture and relational database experience, • Experience taking applications and features into production, • Enough React/TypeScript experience to deliver across the stack, • Confidence using modern AI development tools, • A self-motivated engineer who questions assumptions and takes ownership Applied AI, agentic systems or data engineering experience would be a big plus. Startup experience is ideal, though experience within a small autonomous team at a larger company could also fit. A chance to own meaningful parts of an early-stage product where reliability and explainability matter. $194–235k base + equity | 4 days/week in the office Message me if you’d like to hear more or email chris@thedeveloperlink.io

We are partnering with a high-growth alternative finance platform in the commercial funding and merchant cash advance (MCA) space. Seeking a dynamic Director of Operations to oversee core business processes, drive operational efficiency, and build a foundation for sustainable growth alongside executive management. Key Responsibilities • Team Leadership & Development: Lead, coach, and manage a multi-tiered operational staff (combining local and global resources) focused on daily execution and accountability., • Operational Execution: Direct end-to-end operational activities, including pipeline throughput, payment processing, portfolio management, and daily reporting., • Systems & Vendor Management: Oversee operational tech infrastructure, managing software integrations, third-party vendor relationships, and system enhancements., • Process Optimization: Continuously audit current workflows to eliminate bottlenecks, automate manual tasks, and optimize execution speed while preserving credit standards., • Cross-Functional Collaboration: Work closely with senior management to align operational capabilities with overall business objectives and technology implementations., • Business Continuity: Troubleshoot technical or operational issues rapidly to ensure seamless service delivery and minimal downtime. Job Requirements • 8+ years of operational leadership experience, with required background in merchant cash advance (MCA), alternative business financing, or specialty fintech., • Demonstrated success scaling operational functions, refining processes, and implementing software integrations in a fast-moving setting., • Broad operational technical comfort across Loan Origination Systems (LOS), CRM platforms, and data reporting tools., • Strong leadership, analytical problem-solving skills, and a balanced focus on strategy and hands-on execution., • Prior experience in a high-growth or entrepreneurial environment is strongly preferred.

Top-Tier Bank in Midtown, Manhattan is seeking a Legal VP for a permanent position! Responsibilities: • Responsible for reviewing and negotiating of a wide variety of contracts with suppliers, vendors and clients., • Working in the regulatory and compliance space, with registered investment advisors, • Provide general legal and compliance support for daily transactions, including NDAs, regulatory filings, LLC agreements and other ad hoc tasks. Qualifications: • JD from an accredited law school and member of NY State Bar, • 4 -7 years’ experience in a law firm or bank legal department environment, • Familiarity with credit agreement and indenture review and drafting is a plus, • Excellent verbal and written communication skills, • Regulatory and compliance experience with registered investment advisors is preferred, • Proactive and solution-oriented, • Ability to handle pressure and meet deadlines in a dynamic and fast-paced environment, • Mandarin or Cantonese speaking is a big plus

Grow your career as a Senior Executive Assistant with an innovative global bank in New York, NY. Contract role with strong possibility of extension. Will require working hybrid onsite 3 days/week mandatory. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you. Contract Duration: 12 months Required Skills & Experience • Bachelor's/University degree or equivalent experience, • Previous office administration experience preferably within a large and complex financial services or similar organization, • Self-motivated and detail oriented, • Consistently demonstrates clear and concise written and verbal communication skills, • Proficient in Microsoft Office What You Will Be Doing • Directly supports a C15 level manager and generally supports an entire department, • Manages day to day calendar(s) of senior management; arranges meetings and secures meeting rooms, • Arranges conferences, meetings and events as required by the Unit; establishes priorities on behalf of manager or team, • Coordinates travel arrangements; prepare and distribute schedules/agendas for travel, • Assists team members with the documentation related to overseas travel Visa, ticketing, hotel, airport transfers, foreign exchange, ground transportation and expense reports, • Handles incoming calls; responds to inquiries, • Orders supplies and process invoices through Procure to Pay system, • Process and follow-up on Virtual Requests, • May prepare and review materials and correspondence for meetings, • Maintains and update files/records, produces reports and various correspondence, • Handles sensitive materials; maintain appropriate levels of confidentiality, • Performs other duties and functions as assigned, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

COMPANY: Investment Firm POSITION: Administrative Assistant LOCATION: New York, NY (in office with 5 WFH days per month) HOURS: 8:30AM -5:30PM with flexibility as needed COMPENSATION: $90-120K BACHELOR'S DEGREE: Required We are seeking a highly organized, polished, and proactive Administrative Assistant to join a fast-growing investment management firm. The ideal candidate is someone who can confidently manage the details, keep leadership and the team organized, and ensure nothing falls through the cracks. This person should be low-ego, highly reliable, solutions-oriented, and excited by the opportunity to grow with an entrepreneurial company. Responsibilities of the Administrative Assistant: -Provide day-to-day administrative support to senior leaders and the broader team. -Manage calendars, schedule meetings, and coordinate conference rooms across multiple stakeholders. -Coordinate domestic and international travel, including flights, hotels, ground transportation, and detailed itineraries. -Prepare meeting materials, agendas, presentations, and other documents as needed. -Coordinate internal and external meetings with clients, investors, partners, and other stakeholders. -Manage office supplies, kitchen and pantry inventory, and general workplace needs. -Process and reconcile employee expenses and corporate credit card transactions. -Assist with invoice processing, purchase orders, and other administrative finance-related tasks. -Manage incoming calls, correspondence, mail, and general inquiries with professionalism and discretion. -Maintain organized digital and physical files and assist with document management. -Support onboarding and offboarding logistics for employees. -Assist with team events, meetings, offsites, and company gatherings. -Handle confidential company and employee information with a high degree of discretion. -Provide general administrative support and special-project assistance as the needs of the business evolve. -Assist with planning employee events, celebrations, and team-building activities. Requirements of the Administrative Assistant: -1-3+ years of administrative, executive assistant, office management, or related experience. -Experience within finance, financial services, fintech, investment management, banking, or a startup environment preferred. -Strong organizational skills and exceptional attention to detail. -Excellent written and verbal communication skills. -Ability to manage multiple priorities and work effectively in a fast-paced environment. -Strong interpersonal skills and a polished, professional presence. -Proactive approach with the ability to anticipate needs and solve problems independently. -High level of discretion and professionalism when handling confidential information. -Strong proficiency with Microsoft Office, and comfortable learning new technology, systems, and AI-enabled tools. -Ability to work collaboratively with employees at all levels of an organization. -A hands-on, team-oriented mindset with a willingness to jump in wherever needed.

The Team: Enterprise Solutions (ES) Technology is a powerful combination of world-class people and businesses with a shared mission and legacy of evolving markets and delivering for the most demanding customers in the world. We are the catalyst to bring data, software, services, and expertise together to power the markets of the future. We drive growth through world-class execution, a growth mindset, and our unique expertise and passion for building innovative and connected solutions. We collaborate with our business line to drive business growth by focusing on execution of our joint product strategies. We ensure that we maximize business value while at the same time minimizing the cost of ownership of our technology estate. Responsibilities and Impact: • Lead end-to-end technology delivery across multiple platforms, business segments, and vendor ecosystems, ensuring successful execution of complex, highly integrated technology programs., • Own operational reliability and delivery outcomes for mission-critical systems, ensuring solutions are built, integrated, deployed, and evolved safely within a regulated financial services environment., • Manage complex integrations and third-party dependencies, driving accountability for seamless execution, risk mitigation, and predictable delivery performance., • Lead major incident management and recovery efforts, providing hands-on leadership during high-risk situations while implementing systemic improvements to enhance resilience and stability., • Drive engineering excellence and modern delivery practices, including SDLC, DevOps, quality engineering, and AI-enabled/agentic development approaches to improve speed, quality, and efficiency., • Partner with cross-functional business and technology leaders to align delivery execution with strategic priorities, regulatory requirements, client commitments, commercial objectives, and cost optimization goals. What We’re Looking For: Basic Required Qualifications: • 20+ years of leadership experience delivering large-scale technology programs in complex, regulated environments, with accountability for platforms, teams, budgets, and business outcomes, • Extensive experience delivering and operating mission-critical technology platforms within banking, capital markets, or other highly regulated, high-availability environments., • Strong technical expertise across system integration, distributed architectures, cloud, data, security, and operations, with the ability to assess and challenge technology designs and delivery approaches., • Proven leadership in managing large-scale vendor ecosystems, technology investments, and modern engineering practices, leveraging automation, AI-enabled delivery, and disciplined commercial oversight to drive efficiency and business value. Additional Preferred Qualifications: • Understanding of financial services operations, regulatory requirements, risk management, resilience, and performance engineering, including capacity planning, recovery, and operational controls, • Hands-on technology leader with the ability to balance strategic oversight and operational execution, confidently engaging in delivery planning, solution reviews, and critical incident management., • Strong commercial and operational acumen, capable of balancing speed, risk, cost, and investment trade-offs while driving predictable delivery and continuous improvement., • Proven people and stakeholder leadership, with a track record of building high-performing teams, developing delivery leaders, fostering accountability, and influencing executive, client, and regulatory audiences through credibility and clear communication.