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Job Title: Presentation Specialist (2nd, 3rd, and Weekend Shifts) Shifts to Staff: • Weekdays: 2nd and 3rd shift, • Weekends: 1st, 2nd, and 3rd shift Location: New York, NY 10055 – Remote Employment Type: 24+ Month W2 Contract (No C2C or Sponsorship Available) Overview: Talent Groups is seeking experienced Presentation Specialists to support a high-volume, fast-paced environment within the financial services industry. These remote roles support weekday evening and overnight shifts, as well as all weekend shifts. Ideal candidates will bring strong financial presentation experience from an investment banking environment and the ability to deliver polished, client-ready materials under tight deadlines. Responsibilities: • Create, edit, and format high-quality PowerPoint presentations in accordance with brand and client standards, • Produce, update, and troubleshoot charts using PowerPoint and Excel (no custom automation required), • Partner with internal clients to clarify requests, manage expectations, and proactively resolve issues, • Assess project scope and complexity to estimate turnaround times and prioritize work effectively, • Deliver professional, responsive customer service via phone and email, • Troubleshoot and resolve issues within Microsoft Office files, • Enhance presentations using Adobe Creative Cloud tools, including Acrobat Pro, Photoshop, and Illustrator, • Address complex or unique presentation requests with creative, on-brand solutions Qualifications: • Experience: Minimum of 5 years supporting PowerPoint financial presentations within an investment banking environment, • Presentation Center Experience: Prior experience working in a high-volume presentation center strongly preferred, • PowerPoint Expertise: Advanced PowerPoint skills with strong Excel charting knowledge and basic formula experience, • Technical Skills: Exposure to MapInfo, OCR software, and FactSet is a plus, • Client Service Mindset: Strong communication skills with a proactive, detail-oriented approach, • Design Acumen: Financial services design experience is highly desirable Talent Groups is an equal opportunity employer.

Job Description: Product Owner – Banking | Agentic AI | Data & AI Job Title Product Owner – Banking, Data & AI / Agentic AI Location New York (NY), New Jersey (NJ), Pennsylvania (PA), Minnesota (MN) Experience 10+ years Role Overview We are seeking an experienced Product Owner with strong expertise in the banking domain, proven exposure to Agentic AI, and deep experience in Data & AI product delivery. The ideal candidate will drive the vision, roadmap, and execution of AI-powered banking solutions, working closely with business, engineering, and data science teams to deliver innovative products that improve customer journeys and operational efficiency. Experience in consumer banking is highly preferred. Key Responsibilities • Own the end-to-end product lifecycle for Data & AI initiatives within the banking domain, • Define and communicate product vision, roadmap, and business priorities, • Gather requirements from stakeholders and convert them into epics, user stories, and acceptance criteria, • Manage and prioritize the product backlog aligned with strategic goals, • Partner with engineering, architecture, data science, and business teams to deliver scalable AI-led solutions, • Lead use cases involving Agentic AI, including:, • autonomous AI workflows, • intelligent assistants / copilots, • workflow orchestration, • decision automation, • AI agents for customer servicing and operations, • Collaborate with banking business teams to identify opportunities across:, • customer onboarding, • fraud & risk, • lending / credit journeys, • account servicing, • customer engagement & personalization, • Track product KPIs, adoption metrics, and business outcomes, • Ensure product compliance with banking regulations, data governance, and risk standards, • Strong experience in the Banking domain, • Proven experience as a Product Owner / Product Manager, • Hands-on experience with Agentic AI, • Strong expertise in Data & AI products / solutions, • Experience working with AI/ML, analytics, and data platforms, • Strong understanding of agile methodologies and backlog ownership, • Experience in Consumer Banking, • Exposure to digital banking transformation initiatives, • Experience with GenAI / LLM-based products, • Knowledge of AI governance, responsible AI, and compliance frameworks, • Bachelor’s / Master’s degree in Engineering, Computer Science, Business, or related discipline, • CSPO / SAFe Product Owner certification preferred

LHH is working on behalf of our growing client in the non-profit space who is looking to bring an Accounts Payable Accountant on board on a 4+ month contract basis. This will require some in-office work in Manhattan, NY. Prior experience utilizing NetSuite is a highly preferred! Responsibilities: • Process invoices and weekly payments for all US entities, • Review GL coding, • Manage vendor requests within the system, • Prepare and post journal entries, including accruals, • Prepare year-end schedules, • Assist with ad-hoc reporting and month-end closing Qualifications: • Bachelor's degree highly preferred, • 3+ years of relevant experience, • Strong Excel skills, including pivot tables & v-lookups, • Experience with NetSuite is preferred, • Prior non-profit industry experience is a plus, • Excellent communication and interpersonal skills Compensation: $32 - $38/hr, depending on experience. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Underwriting and Commercial Clearance Counsel Job Summary: The Underwriting and Commercial Clearance Counsel is responsible for handling confidential and time-sensitive commercial transaction matters. This role ensures that pre-closing, closing, and post-closing activities are completed accurately, efficiently, and in compliance with legal and regulatory requirements. The position requires significant underwriting expertise, legal analysis, and the ability to manage multi-state commercial real estate transactions. Key Responsibilities: • Provide title insurance underwriting support for national commercial real estate transactions handled by the NCS offices in Hoboken, NJ, and New York City., • Review legal documents, including deeds, mortgages, court orders, regulations, and other instruments for legal sufficiency., • Issue written approvals for transactions exceeding single risk liability limits., • Offer guidance on general underwriting matters and assist in transaction closings as needed., • Support claims resolution, continuing education initiatives, and compliance with state regulations related to title insurance., • Maintain electronic records of underwriting proofs, approvals, and decision justifications. Essential Expectations: • Maintain confidentiality in handling sensitive transaction matters., • Work a standard schedule (8 a.m. – 5 p.m., Monday through Friday) with flexibility for after-hours events and additional work as necessary., • Serve as a professional and positive representative of the company., • Demonstrate the ability to both accept and provide supervision., • Develop and maintain professional, collaborative relationships with colleagues, management, and external stakeholders., • Communicate effectively through email, phone, Microsoft Teams, and in-person interactions., • Engage in continuous learning and professional development, including company-assigned continuing education programs., • Apply legal logic and analysis to a variety of complex underwriting and title insurance matters., • Understand and apply principles of title insurance, including products, policies, and endorsements. Required Qualifications & Experience: • Juris Doctor (JD) degree; active and current member of a State Bar., • Minimum of five (5) years of experience in an underwriting role., • Expertise in multi-state, multi-property commercial title transactions., • Strong knowledge of commercial insurance coverage and real estate terminology., • Exposure to residential title matters is a plus., • Excellent verbal and written communication skills., • Strong organizational skills with the ability to prioritize and manage multiple projects simultaneously., • Proficiency in Microsoft Office Suite and RamQuest, with a willingness to learn new software systems. Other Duties: • Additional responsibilities may be assigned as needed to meet operational and organizational objectives.

We are working with a premier client firm that is seeking an accomplished Tax Partner to join their growing Tax Department. This opportunity offers competitive compensation, comprehensive benefits, wellness programs, and a rewarding career trajectory within a respected and collaborative environment. Key Highlights: • CPA license required; Master’s in Taxation or LLM preferred, • 10+ years of progressive public accounting experience; Partner-level experience at a Top 25 accounting firm ideal, • Broad technical expertise in closely-held businesses, partnerships, S-Corporations, LLCs, and high-net-worth individuals, • Deep experience reviewing and signing complex federal and state income tax returns, • Strong understanding of financial statements and their integration with tax strategy, • Exceptional leadership, client service, and interpersonal skills, • No book of business required What We Offer: • Partner-level opportunity with immediate leadership responsibilities, • Hybrid work schedule (NYC-based), • Competitive compensation package, full benefits, and wellness programs, • The chance to make a significant impact in a growing, premier firm If you are a proven tax leader seeking the next step in your career, we encourage you to apply.

We are seeking a Hospitality Services Manager to oversee front-of-house operations supporting our financial services client at their large corporate headquarters. This role leads a high-performing guest services team and ensures a professional, welcoming workplace experience for approximately 1,500+ employees, executives, and visiting clients. The ideal candidate brings deep corporate hospitality experience and a track record of elevating service delivery to white‑glove standards. Key Responsibilities • Lead, mentor, and support a team of 10+ guest services professionals, including receptionists, lobby ambassadors, and event coordinators across multiple floors., • Deliver a consistently high‑quality experience for employees, executives, guests, and high‑profile clients., • Oversee meeting and conference center operations, including room setup, audiovisual support, and coordination with internal partners., • Manage day-to-day event planning efforts; ensure flawless execution of meetings, special events, and on‑site engagements., • Partner closely with the in‑house catering department to support events; experience working with internal culinary teams is a strong plus., • Serve as a primary point of contact for workplace teams, business units, and key internal stakeholders., • Address guest and client concerns with urgency, ensuring timely and effective issue resolution., • Identify opportunities to enhance service delivery and raise performance levels to premium, white‑glove standards., • Ensure adherence to building policies, security requirements, and safety protocols., • Drive a culture of continuous improvement through implementing standardized processes that increase efficiency and productivity., • Occasionally support after‑hours events as needed., • Maintain a strong team culture focused on morale, accountability, and high performance., • Demonstrate a proven ability to develop personnel, helping team members grow into roles with expanded responsibility and leadership., • Achieve results through effective delegation, coaching, and empowerment., • Promote a service‑oriented mindset with strong problem‑solving skills and a “yes‑we‑can” attitude. Qualifications • Bachelor’s degree in Hospitality, Business Administration, or a related field preferred., • 5+ years of experience managing guest services, reception, corporate hospitality, or conference center operations within a large headquarters environment., • Demonstrated success operating in a fast-paced corporate setting supporting 1,000+ employees, • Strong communication, organizational, leadership, analytical and problem‑solving skills., • Expert level proficiency working with conference room management software suites such as EMS, Condeco (Eptura), Robin or similar, • Experience driving white‑glove service levels with a focus on delivering exceptional workplace experiences., • Proven ability to lead high-performing teams, maintain strong morale, and develop talent. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, origin, disability, or military status.

Toss Securities US LLC (TSUS), a U.S. broker-dealer affiliate of Toss Securities, recognized as one of the fastest growing brokerages in Korea and a leading firm in overseas stock commission revenue, has recently opened its New York office as part of Tossʼs global expansion. Toss is widely regarded as one of Koreaʼs most innovative fintech brands, and TSUS is actively building its U.S. trading operations under FINRA regulation. We are seeking experienced Compliance Manager to join our growing team. This role offers an exciting opportunity to contribute to the expansion of a dynamic brokerage firm while advancing your career in the U.S. financial markets. Key Responsibilities • Support the CCO in establishing and operating a comprehensive broker-dealer compliance program, with ownership of day-to-day implementation aligned with FINRA, SEC, and applicable state rules., • Draft, maintain, and implement Written Supervisory Procedures (WSPs), Compliance Manual, and related program documents., • Own day to day compliance operations, including intake, tracking, and resolution of compliance items., • Oversee and manage TSUS’s continuing education program, including planning, tracking, and regulatory reporting requirements., • Plan and execute annual compliance meetings and certifications, including FINRA Rule 3130 reports management for annual CEO certification, • Coordinate the management of the firm’s BCP with the Chief Compliance Officer, • Coordinate and support with required regulatory filings and reporting (e.g., FINRA Gateway tasks, annual compliance report support, AML documentation, etc.)., • Prepare for and oversee regulatory exams, audits, and inquiries; organize production materials and coordinate responses under CCO direction., • Track, manage, and drive remediation of exam findings to closure., • Conduct ongoing surveillance of trading, communications, marketing, and operational activities; escalate red flags with clear recommendations., • Perform periodic testing of supervisory controls and compliance processes; document findings, remediation plans, and follow-through., • Maintain logs and evidence for supervisory reviews and compliance attestations., • Manage third party vendor oversight, ongoing monitoring, vendor risk management, and due diligence., • Support implementation and operation of the AML program, including CIP/KYC monitoring, OFAC checks, SAR escalation workflows (as applicable), and annual AML testing coordination., • Review and assess escalations tied to customer due diligence, suspicious activity, or sanctions screening. Qualifications 5-10 years of experience in brokerage and trading Bachelorʼs degree in a related field, or equivalent experience and training FINRA Series 7 license required Equal Opportunity Employer Toss Securities US is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Training & Development Manager Financial Services | On-Site Our client, a well-established financial services organization, is seeking a Training & Development Manager to support the professional development of financial representatives early in their careers. This role focuses primarily on representatives within their first five years in the business, with particular emphasis on those in their first year. The Training Manager will collaborate closely with senior leadership including the Director of Training, Director of Development, Chief Growth Officer, and Network Office leadership to implement structured training initiatives, coordinate development programs, and support the continued growth of financial representatives and their teams. Key Responsibilities • Support financial representative candidates through required training and onboarding processes, • Serve as the primary contact for candidate questions to ensure a smooth onboarding experience, • Coordinate with Recruiting and Contracting teams to manage onboarding requirements and timelines, • Assist in organizing and facilitating key training programs, including Basics Day and other office learning initiatives, • Schedule and coordinate internal and external subject matter experts for training sessions, • Work with leadership to develop and maintain the annual training calendar and ensure communication across the organization, • Support weekly training sessions, study groups, network office training events, and special learning programs, • Coordinate training logistics including pre-work assignments, preparation of faculty, session facilitation, and follow-up activities, • Monitor activity expectations for financial representatives in their first 6–12 months and provide coaching to support performance and accountability, • Track productivity metrics and partner with leadership to monitor development progress, • Support financial representatives preparing for FINRA licensing exams by assisting with study plans and accountability, • Bachelor’s degree required; degree in Adult Education, Business Administration, or related field preferred, • Minimum two years of experience developing or facilitating training programs, • Experience in financial services and/or a sales-driven environment strongly preferred, • Strong presentation and instructional facilitation skills, • Ability to build relationships and work effectively with professionals at all organizational levels, • Excellent organizational skills with the ability to manage multiple priorities, • Strong analytical and problem-solving skills with a high level of attention to detail, • Must obtain Health & Life Insurance License within the first three (3) months of employment Salary: $85,000 – $90,000

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Capital Markets, Core Processing and Risk provide Operational support to the Capital Markets business within Wealth Management. As part of their support model, CMCPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first-class solutions and products. The Settlement team for CMCPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the businesses unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occurs throughout the day. The Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties. Qualifications • A minimum of 2 years of financial services industry experience with Settlement Experience (FED, US Treasury, DTC), • Bachelor's Degree, • General knowledge of financial markets and investment products, specifically Trade Settlements. (DTCC, Fed, Government)., • Great written and verbal communication skills, • Self-motivated with a high degree of attention to detail, • Ability to adapt in fast paced environment with focus on innovation and flexibility, • Efficient time management skills and ability to prioritize competing urgent tasks, • Team player with the ability to work effectively in a team or independently, • Ability to quickly learn and apply knowledge, • Strong reasoning and problem-solving skills, • Ability to think and act like an owner, • Proficiency in Microsoft Excel, Alteryx a plus

Our client, a large investment bank, is seeking an Operations Analyst to add to their growing team in New York City. Key Responsibilities: • Assist brokers and clients with general inquiries and account set up, • Ensure all new accounts are accurately inputted into system, • Work closely with Client Service Group to assist with account maintenance, • Make changes to existing accounts, • Resolve any discrepancies and execute transactions Your Skills and Experience: • BA Degree, • 1+ years of corporate/finance experience (strong internships count), • Strong communication skills - verbal and written, • Strong analytical skills

Are you a meticulous and highly organized professional with a passion for ensuring seamless contract administration and operational excellence? BPCE ES USA is seeking a dedicated Senior Documentation Specialist to play a pivotal role in supporting our diverse business operations, with a key focus on our Vendor business and syndication activities. This is an exciting opportunity to contribute to a growing organization and make a tangible impact. What You'll Do (Your Impact): • Drive Transactional Success: You'll be instrumental in the creation, meticulous review, and proactive follow-up of all critical documentation, including Lease Agreements, Loan Agreements, Conditional Sales Contracts, Sale and Assignments, and Program and Agency Agreements, ensuring the smooth flow of business., • Ensure Funding Precision: You'll meticulously prepare and review funding packages, validating pricing, documentation accuracy, completeness, pass-throughs, discount accounting, and any applicable holdbacks, directly contributing to financial integrity., • Optimize Processes & Mitigate Risk: You'll be empowered to review and refine existing processes and procedures, championing best practices in document management, legal coordination, and vendor service levels. This includes managing UCC searches and clearing intervening liens to safeguard our interests., • Facilitate Business Growth: You'll serve as a crucial daily interface with our Sales, Credit, and Finance teams, collaborating to achieve ambitious volume goals and ensuring client satisfaction. Your positive interactions with Vendors and End-Users will be key., • Champion Operational Efficiency: You'll manage crucial elements like the delayed funding tickler, ensuring timely remittances, and act as the go-to liaison for resolving discrepancies with the back office., • Manage the Contract Lifecycle: You'll handle the full spectrum of post-funding changes and manage vital annual renewals for UCC and Insurance, maintaining a high level of organizational control., • Contribute to Strategic Initiatives: You'll actively participate in new program and product reviews, ensuring our department consistently exceeds customer expectations, and play a role in audits and compliance projects, upholding our rigorous standards. Qualifications • Education & Development: BA/BS in Finance, Accounting, or Business Administration preferred. JD or Paralegal degree is a plus., • Expertise in Secured Lending: You possess a strong foundation with a minimum of 10 years of proven experience in secured lending, demonstrating a deep understanding of lease and loan documentation requirements and nuanced substitution language., • Command of Commercial Law: A solid grasp of the Uniform Commercial Code (UCC) is essential. You stay current with Article 9 changes and issues, and you are proficient in UCC filings and amendments, including inventory filings., • Collaborative Spirit: You thrive in cross-functional environments, with demonstrated experience working effectively with vendors, external customers, and remote sales teams., • Analytical & Problem-Solving Prowess: You are an effective decision-maker and problem-solver, with strong analytical, organizational, and detail-oriented skills., • Exceptional Communication & Interpersonal Skills: Your written and verbal communication is clear and effective. You build strong partnerships and are a true team player., • Proactive & Driven Mindset: You are a self-starter who is proactive, detail-oriented, and eager to learn and contribute in a fast-paced environment. You excel at prioritizing and managing your workload in a dynamic, deadline-focused setting., • Customer & Vendor Focus: You are dedicated to providing excellent customer and vendor service., • Valuable Industry Insights (Preferred): Knowledge of both Industrial and High-Tech financing sectors, as well as syndications buy/sell, is highly desirable. Familiarity with titled vehicle requirements and Aircraft Finance is a significant plus., • Technical Proficiency: You are proficient in Word, Excel, and Outlook., • Bonus Skills: Experience with Leaseworks and Salesforce will set you apart. Why Join Us? At BPCE ES USA, we believe in fostering a collaborative and innovative work environment where your skills can shine. If you are a detail-oriented professional with a passion for documentation and compliance, we encourage you to apply and be a part of our dynamic team! The salary range for this position will be between $90,000 - $135,000. BPCE Equipment Solutions 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, and skill set, as well as other business and organizational needs. Base salary is only one component of our total rewards package, and BPCE Equipment Solutions also offers a generous benefits package.

A quant investment manager is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class trading firm. Responsibilities: • Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary, • Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades, • Address investor requests in real time, often interfacing with internal groups to obtain relevant information, • Update and maintain marketing and due diligence materials, • Manage and maintain CRM system and investor portal, • Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses Qualifiations • 1+ years of professional experience, • Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work), • Strong numerical literacy and Excel proficiency

Endpoint Platform Engineer (IGEL / Workspace ONE / Linux) This role offers the opportunity to work within a highly secure, large-scale environment focused on endpoint platform stability and performance. You will play a key role in supporting and maintaining thin client and Linux-based endpoint systems within a critical enterprise platform. Position Overview The Endpoint Platform Engineer will support a critical endpoint environment, with a focus on IGEL thin clients, Linux-based endpoint systems, and Workspace ONE (Omnissa). This role is ideal for a hands-on engineer with experience supporting endpoint platforms in enterprise environments, particularly those involving thin clients and non-Windows operating systems. The engineer will help stabilize, maintain, and support ongoing platform evolution across the environment. Key Responsibilities • Support Linux-based endpoint environments, including thin client operating systems, • Manage and troubleshoot IGEL thin client platforms at enterprise scale, • Support Workspace ONE (Omnissa) for endpoint management and policy enforcement, • Troubleshoot OS-level, endpoint, and configuration-related issues, • Troubleshoot hardware issues across laptops, desktops, thin clients, and peripherals, including firmware-level diagnostics, • Assist with platform rollout, upgrades, and environment stabilization efforts, • Document platform standards, configurations, and operational procedures, • 5+ years of experience supporting endpoint or desktop environments in enterprise settings, • Hands-on experience with IGEL or similar thin client platforms, • Working knowledge of Linux (endpoint-level, not server-heavy administration), • Strong hardware troubleshooting experience across enterprise endpoint devices (laptops, desktops, thin clients), • Experience with Workspace ONE / AirWatch (Omnissa) or similar MDM platforms, • Strong troubleshooting skills across endpoint and OS-level issues, • Experience working in fast-paced, large-scale environments

Hybrid Administrative Assistant – Financial Services Firm – $70k-$85k plus strong benefits A financial services firm near Wall Street is seeking an Administrative Assistant to support a small group of senior executives with day-to-day needs, including calendar management, travel coordination, and expense reporting. The team is looking for someone with vibrant energy, strong polish, and excellent communication skills, along with a proactive, can-do attitude. The firm offers a hybrid schedule, strong culture, and solid work-life balance. Responsibilities: • Manage executive calendars, coordinating appointments, meetings, and conference calls to ensure schedules run smoothly and efficiently., • Oversee expense reporting and travel logistics through Concur, maintaining accuracy and compliance with internal processes., • Coordinate domestic travel arrangements, including flights, accommodations, and related logistics., • Serve as a key point of contact via email and phone, professionally screening calls, directing inquiries, and documenting messages with accuracy and discretion., • Build and maintain strong professional relationships with management, employees, external partners, and members across all levels of the organization., • Respond to inquiries with professionalism and efficiency, ensuring timely follow-up and clear communication., • Support special projects and ad hoc initiatives, contributing to team priorities as needs arise. Qualifications: • 3+ years of administrative experience, • Proficiency in Microsoft Office Suite and Concur, • Excellent verbal and written communication skills with strong attention to detail, • Ability to prioritize effectively in order to meet deadlines and quickly adapt to changes, • A can do attitude with a desire to work independently or with a team Salary: $70,000 - $85,000 plus strong benefits The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel

Top-Tier Financial Services Firm in New York City is seeking a FINOP to support their Broker-Dealer Clients! Role: • Support the monthly, quarterly, and annual financial reporting functions for the U.S. Broker Dealer and other U.S. subsidiaries in compliance with U.S. GAAP and other regulatory reporting requirements. Requirements: • Bachelor’s degree in accounting or finance., • FINRA Series 27 License, • Public Accounting/Audit Background, • CPA License, • Knowledge of SEC rules and regulations, primarily SEA Rule 15c3-1 and SEA Rule 15c3-3., • Knowledge of U.S. GAAP., • Minimum of 6+ years accounting experience, • Previous experience in accounting function at a broker dealer, clearing firm, or financial services industry a plus, • Experience as a broker-dealer FINOP professional

XCEL Federal Credit Union is a member centric financial institution serving members in New Jersey, New York and across the country. They take pride in helping their members achieve their dreams and accomplish their financial goals, whatever they may be, by offering savings and lending solutions that support success. Founded in 1964 by Port Authority of NY/NJ employees, the credit union is now also a full-service, stable financial institution that also serves individuals, families and businesses through a series of Select Employee Groups (SEG). They have always operated on the simple premise that everything they do should be in the best interests of the members and their mission statement is to be the primary financial institution for our members by providing the highest quality affordable products and services, delivered with honesty and integrity in a convenient and secure manner for generations to come. They have an engaged Board of Directors committed to membership excellence and a dedicated leadership team working diligently to enrich the quality of life of others and ready to lead the charge for what it means to be a credit union in the 21st century. The Credit Union is seeking a strategic leader with a passion for embracing technology, delivering operational efficiencies, and driving growth for the organization as its next President / Chief Executive Officer (CEO). The ideal candidate is adept at building strong working relationships, maximizing member value, and directly contributing to the company's revenue and strategic objectives. The CEO will be responsible for providing leadership, planning and implementation of set goals, and oversight of all Credit Union activities in accordance with policies and objectives established by the Board of Directors. The CEO must be able to work cooperatively with the Board of Directors and Management to continue promoting the mission and values of the organization, ensuring the continued financial strength and outstanding member service of the Credit Union. The CEO will be an innovative strategic thinker and be responsible for successful and targeted sustained growth of the Credit Union while providing effective leadership, oversight, and professional development opportunities for all employees. Additional duties include, but limited to, analyzing and evaluating the effectiveness of all operations, championing change where necessary and advancing organizational leadership, growth and culture. This visionary leader will be approachable, transparent, and emotionally intelligent, demonstrating excellent communication and interpersonal skills. Additionally, this mentor coach will be expected to follow a team-oriented collaborative style to management and have a strong desire to be an integral part of building relationships. A passion and commitment to the industry, a bachelor’s and a minimum of five years’ experience with a financial institution at the executive management level is required. Base salary range: $215,000-$300,000 XCEL FCU is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Company Description At OatFi, we’re building the modern trust and liquidity layer for B2B payment platforms. Through our API-first infrastructure, platforms can power settlement, working capital, and reconciliation - deepening buyer and supplier relationships, monetizing B2B transactions, and scaling more efficiently. Much like Visa built a network connecting merchants and consumers, OatFi provides the coordination, reconciliation, and liquidity tools to enable B2B transactions across the AP and AR ecosystem. We solve working capital and reconciliation problems where it matters most: embedded at the point of invoicing and payment. OatFi is a fast-growing company, offering the right candidate the opportunity to join at a pivotal stage. From day one, you’ll have the chance to shape the future of fintech and make a meaningful, visible impact. As the tidal wave of B2B payments continues to move online, we’re excited to build the infrastructure powering the next generation of B2B commerce. Job Description We’re looking for someone proactive, curious, and highly organized. As part of our implementation team, you’ll be the primary point of contact for new customers during their onboarding — guiding them from integration planning to go-live. You’ll manage internal timelines, coordinate across teams, and ensure every launch runs smoothly. You’ll be the face of OatFi for our partner platforms, helping them navigate technical and operational milestones, resolving questions, and facilitating internal go/no-go decisions. Beyond individual launches, you’ll help shape how we scale implementation: refining our playbooks and process, expanding the whole Partner Success function, and standardizing how we deploy our working capital products across configurations and payment rails. You’ll collaborate closely with all of our business functions being an integral team member to OatFi. This role reports directly to the Director of Partner Success and is a unique opportunity to build the foundation for how we deliver customer success at scale. You’ll bring structure to fast-moving launches, ensuring every partner goes live with clarity, confidence, and momentum. What You’ll Do • Own end-to-end partner implementations from contract signature to go-live, serving as the primary point of contact and building trusted relationships throughout, • Build custom project plans with clear milestones, ownership, and success metrics for each partner launch, • Coordinate across Product, Engineering, Operations, and Finance to align on requirements, timelines, and deliverables, • Drive urgency and momentum through regular check-ins, go/no-go reviews, and proactive risk identification with both internal and external stakeholders, • Triage and resolve issues during launch and post-launch to ensure stable program releases and smooth transitions to steady-state operations, • Create scalable processes by documenting playbooks, templates, and workflows that help future partners realize value faster, • Forecast launch timelines and support capacity planning across the customer pipeline in partnership with leadership Who You Are • Strong project manager and relationship-builder who juggles multiple implementations, defines clear timelines, leads customer conversations confidently, and knows when to bring in cross-functional support, • Detail-oriented communicator who translates technical concepts into human terms, brings structure to ambiguity, and turns complexity into simple, actionable plans, • Process builder, not just follower - excited to create scalable systems and playbooks in a fast-moving startup environment, • 3+ years of implementation experience at a FinTech or technical B2B company, ideally with enterprise programs You’ll Fit in Well If You… • Curious to explore why things are the way they are and question the methodology and propose better solutions to problems., • Can self manage projects, timelines and priorities with full force energy, • Are an excellent communicator, able to simplify complex topics, and gives all the context required to make a decision, • Are a team player, knowing when to put your foot on the gas and when to take a breather Benefits • 100% company-paid medical, dental, and vision, • Employee Stock Option Program at a high-growth startup, • Unlimited PTO plus federal holidays, • The base salary range for this role is $120,000 - $150,000 per year

Top-Tier Bank in Midtown, Manhattan is seeking a Project Finance Middle Office VP! This is a permanent position. Responsibilities: • Support role for a portfolio of Corporate and Structured Finance Agency roles:, • Assist on closings / CPs monitoring, • Coordinate funding with multiple institutions, • Track and evaluate borrower deliverables (covenants, UCC’s, insurance, etc.), • Monitor guarantees and collateral, • Review and distribute borrower reporting such financials, construction and operation reports, • Interface with other departments (Front Office, Back-Office, Legal, Credit Risk etc), • Evaluate CP’s for draws, payments, distributions, etc., • Participate in bank meetings / conference calls, • Interact with lenders, counsels, independent engineers, and other industry experts, • Assist in waiver and amendment processes, • Manage a portfolio of participant transactions, • Maintain up to date data in proprietary software, control and monitor portfolio Qualifications: • Bachelor’s degree, • 7+ years working in a similar middle office position, within Project Finance, • Experience with Project Finance - Real Estate (Corporate, Retail and Lodging/Gaming) - Transportation (Aviation and Rail)

Overview A growing, vertically integrated real estate investment and operating platform is seeking a Controller to lead property accounting and financial reporting across a multifamily portfolio. This role will oversee the full close process and manage a distributed team of property accountants. The ideal candidate is hands-on, detail-oriented, and experienced in scaling systems and processes within a fast-paced environment. Responsibilities • Lead monthly, quarterly, and annual close across multiple entities, • Review and approve property-level financials in accordance with GAAP, • Sign off on financial statements and reporting deliverables, • Manage and mentor a team of remote/offshore property accountants, • Oversee reconciliations, including bank, security deposits, taxes, and intercompany accounts, • Partner with asset management on variance analysis and performance drivers, • Supervise A/P, A/R, and cash management functions, • Coordinate audits, tax filings, and lender reporting requirements, • Drive process improvements and enhance internal controls, • Build and improve reporting tools using Excel, • Serve as system lead for Yardi, • Oversee preparation and review of regulatory filings, including property income and expense reporting Qualifications • 8+ years of accounting experience, with a focus in real estate, • Prior team management experience, including remote teams, • Strong proficiency in Yardi and Excel, • Deep understanding of accrual accounting and property-level financials, • Experience with regulatory filings and compliance requirements, • Strong organizational and communication skills

We are conducting a search for a Senior Fund Accountant to join a well-established alternatives platform with a focus on private infrastructure and drawdown / closed-end fund structures. This is a high-ownership role with strong exposure to fund operations, reporting, and cross-functional partners. Responsibilities • Review monthly closes prepared by the fund administrator and own key tie-outs and reconciliations, • Support quarterly and annual financial reporting processes, including trial balance, cash flow support, and footnote tie-outs, • Manage core fund accounting deliverables for closed-end / drawdown vehicles, including investor allocations and capital activity support, • Coordinate deliverables with fund admin, auditors, and tax providers to ensure accuracy and timeliness, • Support new product / vehicle launches from an accounting and reporting perspective, • 4+ years of experience in fund accounting within alternatives (private equity, private credit, real assets, infrastructure, hedge fund, or fund admin), • Strong understanding of closed-end or drawdown fund structures preferred, • Advanced Excel required (macros a plus), • CPA preferred (not required), • Detail-oriented, proactive, and comfortable working with deadlines and multiple stakeholders For immediate consideration send resumes directly to

Grow your career as a Corporate Trust Associate with an innovative global bank in New York, NY. Contract role with strong possibility of extension. Will require working a hybrid schedule 3 days onsite per week. 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 assist with the implementation and maintenance of new and existing Corporate Agency & Trust transactions and work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you. Contract Duration: 4+ Months Required Skills & Experience • Bachelor’s degree or equivalent experience, • 2-5 years of relevant experience (e.g. operations, transaction management, product management), • Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients, • Ability to adjust priorities quickly as circumstances dictate, • Ability to manage tight deadlines or unexpected changes in expectations or requirements, • Intermediate level of expertise with Microsoft Excel and general computer knowledge, • Demonstrate organizational, problem-solving and decision-making skills, • Consistently demonstrates clear and concise written and verbal communication skills What You Will Be Doing • Assist in the implementation and maintenance of Corporate Special Agency (MTN, M&A, CP/CD)., • Assist Transaction Managers with managing client day-to-day activities related to their transactions, • Assist with supporting the distribution of relevant rate reset notices, • Assist Transaction Managers in completion of internal projects related to their transactions and to the bank., • Assist with management of document custody request of releases, • Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions., • Adhere to Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance., • Coordinate with Operations and clients for transaction set-up, activity and reporting., • Coordinate with Operations for inquiries from clients

Join the Natixis Team: VP-Level Structurer At Natixis, we're at the forefront of the global financial markets, dedicated to delivering innovative solutions for our clients. We invite you to join our dynamic US CLO Banking Team within the Securitized Product Group (SPG). This is your opportunity to utilize your expertise in a pivotal role within our Fixed Income/Global Markets division, engaging in complex financial transactions and thriving in a fast-paced, collaborative environment. Position Overview: We are seeking a motivated and detail-oriented VP-Level Structurer with a minimum of five years of relevant experience in finance. In this role, you will tackle a variety of challenging projects, driving impactful results through your advanced analytical skills and innovative thinking. Key Responsibilities: • Financial Modeling: Conduct in-depth financial modeling for new issues, refinancings, and resets., • Documentation: Draft comprehensive internal credit committee memos and approval documentation., • Relationship Management: Manage relationships with external stakeholders, including rating agencies and legal counsel., • Client Engagement: Create persuasive client pitches and presentations that effectively communicate our value proposition., • Management Support: Prepare periodic and ad-hoc presentations for senior management, showcasing your insights and analyses., • CLO Execution: Lead the execution of CLO transactions, encompassing modeling new structures, investor analyses, and reviewing and negotiating transaction documents., • Market Analysis: Analyze market trends and historical performance to inform structuring decisions and enhance our competitive edge. Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science, or a related field; a Master’s degree or MBA is highly preferred., • Minimum of five years of proven and relevant experience in financing or related disciplines., • Demonstrated track record of executing all aspects of CLO transactions, with experience in both Middle Market and Broadly Syndicated transactions., • Strong team player with a self-motivated spirit, capable of working independently while fostering collaboration., • High level of integrity and a robust work ethic., • Proficient in MS Excel, Word, and PowerPoint., • Possession of Series 79 and 63 licenses is required. Why Join Us? At Natixis, your contributions will have a meaningful impact not only on our clients but also on the broader market. We pride ourselves on fostering a collaborative environment that encourages professional growth, creativity, and innovation. If you're ready to make an impact in the world of structured finance, we want to hear from you! Ready to take the next step in your career? Apply now! Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $175,000 - $250,000. 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

Description: Job Summary: The RFP Specialist plays a pivotal role within Client Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants. The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements. Key Responsibilities: Proposal Development & Customization: Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions. Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards. Content Management & Maintenance: Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives. Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements. Proactively identify gaps in content and work with subject matter experts to develop new materials. Cross-Functional Collaboration: Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications. Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy. Project Management: Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission. Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery. Strategic Communication & Messaging: Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences. Develop compelling narratives that differentiate Department's offerings in a competitive landscape. Quality Assurance & Compliance: Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client). Enable Skills-Based Hiring No Skills Client Asset Management (Department) delivers innovative investment solutions through a global, multi- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Department is one of the pre-eminent investment management organizations globally. Critical to the success of Department is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Department is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( "RFPs”) and Due Diligence Questionnaires ( "DDQs”) from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across Department's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of Asset Management's key distribution channels globally. Job Description: • Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner, • Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience, • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups, • Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients., • Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc, • Assist with ad hoc projects including technology initiatives to automate reports and other materials., • Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team. Basic Qualifications: • Bachelor's/ Master's Degree (Preferred: Master's degree of Finance, Economics, Business or Commerce), • Strong analytical and interpersonal skills, • Strong organizational and project management skills, • Excellent communication skills both written and verbal, • Must be motivated and hard working, • Exceptional attention to detail and accuracy, • Ability to handle multiple projects, deadlines, personalities, and broad based coverage, • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products, • Ability to work in a fast-paced, team-oriented environment, • Knowledge of the investment management industry and Department is a plus, • Prior content writing experience of 2-3 years is preferable Education Bachelor's Degree

Our client is a quantitative trading firm looking for a Senior Python Engineer to architect and build the critical data science backbone that fuels their research and execution. This is a chance to move beyond typical development cycles and directly impact a global trading platform. You will be building the systems that support their quants and traders, handling petabytes of data on a hybrid CPU/GPU infrastructure. What Makes This Role Unique? • Impact at Scale: You will own the core Python platform, building the very foundation that allows for global trading research. Your work will directly enable the rapid deployment of new strategies and technologies., • Full-Stack Ownership: You will be responsible for the entire system lifecycle, from initial design to production. This includes architecting for automation, robustness, and observability to ensure seamless performance in extreme market conditions., • Direct Partnership with Quants: You'll work side-by-side with the quantitative researchers. This close collaboration means you're not just writing code; you're actively accelerating research and solving complex problems that improve the daily operations., • Autonomy and Modern Tooling: You will work with a cutting-edge tech stack that includes Python (NumPy, Pandas/Polars, Cython), containerization (Docker, Kubernetes), and orchestration (Ansible, Terraform, Airflow). Who We're Looking For • An experienced engineer with a track record of building and scaling robust, distributed systems., • A strong command of Python, with hands-on experience using key libraries like NumPy, Pandas/Polars, and Cython., • Proficiency with containerization technologies such as Docker and Kubernetes., • Experience with orchestration tools like Ansible, Terraform, or Airflow.

Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio. This role partners with asset management, finance, with signifcant exposure to senior leadership. Key Responsibilities • Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance, • Assist with preparing the monthly financial reporting package, • Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations,, • Develop and analyze portfolio and asset-level KPIs, • Support quarterly and annual budgeting and forecasting processes at the fund and asset level, • Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities, • Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials Qualifications • Bachelor’s degree in Finance, Accounting, Real Estate, or related field, • 3+ years of experience in real estate private equity, real estate, asset management, or investment management, • Advanced Excel skills; experience with ARGUS, Power BI, or similar tools is a plus, • Detail-oriented with strong analytical, communication, and presentation skills

🌟 Join the Finance team at a Sports Marketing Company in NYC as a Senior Accountant! 🌟 About Us: My client is not just a creative communications agency – we're a full-service powerhouse operating across lifestyle, sport, entertainment, fashion, technology, culinary, and beverage realms. Our expertise lies in campaigns that ride the waves of earned media channels, infusing creativity, strategy, and cultural relevance to captivate audiences organically. No paid spends that disrupt lives – just innovative campaigns from ideation to execution. Our creative studio brings ideas to life in still, video, print, experiential, and beyond. Position: Senior Accountant You will play a pivotal role in maintaining the rhythm of our financial records, orchestrating month-end close processes, reconciling accounts, and supporting various financial initiatives. Your proactive attitude and meticulous attention to detail will be the key to ensuring the accuracy and integrity of our financial data. This role is your ticket to collaborating with cross-functional teams, enhancing communication skills, and building valuable professional relationships. Responsibilities: Reporting directly to our CFO in a flat organization, your day-to-day accounting tasks will include: • 📘 Manage general ledger, including bank, accounts receivable, accounts payable, prepayments, and accruals., • 📊 Prepare monthly balance sheet reconciliations., • 🧾 Create estimates and invoices for clients., • 💼 Collaborate with account leads to manage client budgets, WIPs, and bill accordingly., • 📋 Create Purchase Orders and manage supplier invoices and payments., • ✈️ Travel and Expense management and approval., • 💳 Corporate Card Reconciliations., • 🕵️ Support year-end financial audit., • 🚀 Ad hoc requests. Experience Required: • 🚀 2-6+ years of experience in corporate accounting or a related role. Public/private accounting. • CPA preferred, • Need to be ok being very hands on in addition to more senior work, • Need to want to work in sports • 🎓 Bachelor’s Degree in accounting or finance, or equivalent work experience. Qualifications: Technical: • 🌐 Netsuite Experience is a plus, • 📊 Intermediate knowledge of Excel (filtering, Vlookups, pivot tables, etc). Personality: • ⏰ Strong time management skills., • 🎯 Detail-oriented and organized, handling several projects at once., • 📢 Excellent communication skills, both verbal and written., • 🚀Above all, a good human. Benefits: • 🏥 Health Insurance: Up to 100% coverage for your well-being., • 🦷 Dental Coverage: 50% coverage for that winning smile., • ⏰ Flexible Work Hours & Summer Fridays., • 💰 401K Match: Up to 4% to secure your financial future., • 🎄 Time Off: Enjoy holidays and a Christmas break for a well-deserved recharge.

Operations - Securities Settlements - Analyst Duties YOUR IMPACT The Securities Settlements team within Global Markets is seeking a skilled professional who will help manage settlements for the Americas. In this role, you will apply your quantitative, problem solving and customer service skills to support the various business units and clients. You will also play a key role in suggesting and implementing process improvements on the team to mitigate risks and enhance the overall client experience. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. Securities Settlements is a dynamic team in Operations that processes and controls the settlement of all asset types, transfer of electronic and physical assets relating to company distributions, client trades, and the restructuring of client portfolios. Creativity, adaptability, effective communication, and commitment to excellence are key characteristics of successful team members. Through great relationship management and very detailed execution, we create the best solutions for our business and their clients. HOW YOU WILL FULFILL YOUR POTENTIAL · Prepare to gain a comprehensive understanding of the trade lifecycle by interacting with the business, middle office, legal, compliance, and external parties in order to work toward the shared goal · Partner with expert teams to review assets and transfers from start to finish to ensure a seamless process for our clients · Showcase your attention to detail by ensuring all transaction details are correctly captured · Use your inquisitive mindset to identify control gaps with respect to transfer process. Propose enhancements to current processes in an effort to effectively mitigate risk. · Leverage your innovative skills to identify ways to continually progress current processes · Mitigate risk for the firm and our clients by using precision in execution · Perpetuate the firm's tradition of excellence in the quality of our work, interactions, and services BASIC QUALIFICATIONS · Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail · Aptitude for building relationships and ability to communicate complex issues and concepts to a wide array of internal partners with differing levels of product experience · Self-motivated and proactive team player who takes ownership and accountability, has strong organizational skills, as well as the ability to effectively manage competing priorities · Flexible and able to work well under pressure in a team environment · Strong dedication to the culture of excellence of the firm PREFERRED QUALIFICATIONS · Experience in transfer of assets function in the Financial Industry · Experience in the Securities post trade environment specifically Securities Settlements Education Bachelors Degree

please send the resume to : Calypso Analyst Hybrid- Dallas TX /Nashua NH /NYC area W2 Only ( No C2C or C2H is allowed ) • Experience with Calypso Configuration & CATT tool, • Proven Experience with business or systems analysis experience (within financial services industry), • Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology, • Deep understanding on derivative products like money market, credit derivatives, futures, options, centrally clearing products, • Experience with JIRA, Postman, Excel, SQL, and microservices architecture, • Excellent analytical skills and a track record of successfully delivering complex technology projects Estimated Min Rate: $68.60 Estimated Max Rate: $98.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, 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, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:

Confidential Opportunity | EA / Office Manager | Boutique Hedge Fund (NYC) A boutique hedge fund with an incredible, family-oriented culture—collaborative, down-to-earth, and genuinely supportive. This is a team that works hard but also enjoys each other and operates with zero ego. Schedule: 5 days onsite Hours: 9:00 AM – 5:30 PM (flexibility as needed) Compensation: $90–120K base + discretionary bonus + fully covered healthcare This is a unique EA / Office Manager role offering broad exposure across the firm. Ideal for someone who thrives in a dynamic environment and is excited to wear multiple hats while acting as a true brand ambassador. What You’ll Be Doing: Executive/Personal Assistant • Heavy calendar management across senior team, • Travel coordination, expenses, and scheduling, • Roadshow and meeting coordination, • Direct support to Managing Partner (family logistics, travel, events), • Liaising with household/vendors and handling ad hoc needs Office Management • Overseeing day-to-day office operations and aesthetics, • Managing vendors, supplies, and IT coordination, • Planning team events and assisting with upcoming office move Finance Operations (25%) • Supporting COO with wires, QuickBooks, and marketing materials Who They’re Looking For: A proactive, positive, and highly organized individual who is excited to be part of a tight-knit team. Someone with a “no task too big or small” mindset who takes pride in being a go-to resource across the organization.

Summary We are seeking a Senior Fund Accountant/Analyst who will be responsible for the coordination, management, and oversight of the investment firm administration, including the series investments, growth equity fund, joint venture, and management company. This individual will report directly to the VP of Finance and will be responsible for all aspects of the fund administration, including reviewing and approving the work of the outsourced third-party accounting and tax teams. In addition, the individual will be responsible for preparing internal management reporting for the VP of Finance and managing partners, driving improvements in processes and reporting (including rollout of CRM and Middle Office Solutions), and engaging in problem-solving ad-hoc tasks on a daily basis. We’re looking for a talented, dedicated, open-minded professional who thrives in a fast-paced, entrepreneurial environment—someone who’s resourceful, eager to take ownership, and ready to roll up their sleeves alongside a lean, driven team. Responsibilities • Manage fund-level financial reporting, including management and internal reporting, investor financial statements, and other third-party reporting, • Work closely with outsourced third-party fund accounting and tax teams to ensure appropriate accounting for the series, fund, and management company, • Review and coordinate capital calls, distributions, and uncalled commitments, including allocations and investor notices, • Prepare fund cash flow/liquidity assessments to assist in planning for capital needs and support treasury function for cash movement, • Review management fee calculations including fee offsets, waivers, and rebates, • Review the carried interest calculations and maintain waterfall model, • Review partner allocations and capital account statements, • Oversee the onboarding process for new investors, including updating of CRM records and investor portal, • Review, support, and/or drive investor reporting, including quarterly letters and investor requests, • Oversee the regulatory reporting of the investment firm (i.e., Form ADV, etc.), • Oversee the preparation of quarterly unaudited and annual audited financial statements in accordance with US GAAP for investment companies, • Work directly with our external auditors to facilitate their audit work to ensure we meet reporting deadlines, • Review of fund partnership agreements in connection with the initial fund set-up and ongoing operations, including fund governing documents, side letters, and agreements, • Assisting with special projects and internal ad hoc requests for VP

Job Title : Derivative Confirmations Specialist Start date: ASAP End date: 6 months from the start date Work Location: 1285 Avenue of the Americas Work Schedule: Hybrid (5 Over 10 model) Job Description: Key Responsibilities: Derivatives Operation – This position is within the Derivative Operations function as a member of the OTC portfolio operations and confirmations team. Depending on need, your specific function within Operations you may be responsible for, but not limited to: OTC Operations: Responsible for drafting and signing confirmations for derivative products across all relevant asset classes (Rates, Equity, FX, Commodities.) Responsible for the review and verification of inbound documentation for all derivative products. Act as liaison on behalf of the Derivatives Confirmation team to clients as well as numerous internal partners across the firm. Interface and close communication with trading, marketing staff worldwide, and client requests regarding trade detail verification and applicable disputes. Work with marketers and legal staff on preparation of confirmations for structured transactions. Completion of all other daily processes relevant to the OTC portfolio operations and confirmations team. Assist in certain onboarding processes for new derivatives clients initiated by Front Office Personnel Assist Manager of OTC Operations with special projects. Other duties as assigned. Skills : Experience and Skills required 2-5 years relevant industry experience. Preference to prior experience supporting Equity Derivatives, in addition to any other OTC Derivative asset class. Proficiency in transactional deal confirmation drafting and review. Experience and knowledge working with the ISDA Definitions to each relevant asset class (Rates, Equity, FX, Commodities.) Ability to effectively communicate to senior stakeholders at the firm, both written and verbal. Organizational skill with ability to support numerous competing tasks simultaneously. Required computer skills include Office specifically Word, Excel, Outlook. Ability to navigate and understand derivatives trade capture software. Keen attention to detail. Education : BA/BS in Finance or Accounting.

Job Title Project Manager - InfoSec Pay $55 hr/w-2 Location 100% Remote Summary Seeking an experienced Project Manager specialized in Information Security to lead critical security projects. The ideal candidate will manage day-to-day InfoSec operations and support client audit and attestation responses. This role offers an excellent opportunity to dive deep into security initiatives, coordinate cross-functional teams, and ensure successful project delivery in a dynamic environment. Requirements • Proven experience managing Information Security projects, including SIEM, PAM, IAM, threat management, data security, cloud security, and security compliance., • Strong background in infrastructure projects such as cloud operations, network architecture, and platform engineering (AWS, Azure)., • Extensive knowledge of project management principles, methodologies, and best practices., • Experience overseeing multi-functional teams of 10-15 members., • Excellent problem-solving, communication, teamwork, and adaptability skills., • Proficiency with Microsoft Office Suite and project management tools like Microsoft Project or similar., • Lead and coordinate multiple InfoSec projects, including daily security operations and client audit responses., • Define project scope, objectives, and deliverables in collaboration with stakeholders., • Develop, manage, and track project schedules and budgets., • Organize and facilitate project meetings, status updates, and progress reports., • Engage with resource management to assign team members and perform capacity planning., • Keep leadership informed of project risks, issues, and key milestones., • Promote adherence to established project management frameworks and security best practices., • Support process improvement initiatives within security projects., • A role for an InfoSec professional ready to dive into impactful security projects., • Flexible remote work environment., • Opportunities for professional growth and skill development in cybersecurity and project management., • Chance to work on high-profile security initiatives and client audit responses.

We are hiring a Java e-Trading Developers to join a high-performing trading technology team building the next generation of digital asset trading systems. This role is suited to an experienced engineer with strong server-side Java expertise and a passion for building low-latency, high-throughput platforms in a Linux environment. What You'll Do • Design, build, and enhance high-performance trading systems using Java, • Develop and maintain components related to: Order management and execution workflows, Market connectivity and exchange integrations, Real-time pricing and price distribution or Low-latency messaging and event-driven architectures, • Improve system performance through profiling, tuning, and optimisation, • Work closely with trading, product, and infrastructure teams across regions, • Take ownership of production issues and drive problems through to resolution What We're Looking For (Required) • Excellent core Java development skills, • Deep knowledge of concurrency and multi-threaded programming, • Experience building low-latency pricing and trading systems, • Strong experience working in a Linux production environment, • Proven ability in application profiling and performance optimisation, • Strong problem-solving skills and ability to work independently Bonus Points • Experience with eFX systems in a low-latency / zero-GC environment, • Knowledge of institutional protocols and encodings (FIX, SBE), • Experience designing fault-tolerant, high-availability distributed systems, • Familiarity with low-latency messaging technologies (e.g., Aeron, 29West), • Experience with Docker, Kubernetes, and AWS, • Interest in or knowledge of crypto / digital asset markets

Sr. Compliance Officer – Structured Products Responsibilities Product & Transaction Compliance • Build and maintain strong knowledge of structured investment vehicles (e.g., SPVs, securitized products, credit funds), • Collaborate with deal and product teams to assess compliance impacts related to transactions, investor onboarding, and regulatory requirements, • Partner with senior compliance leadership to support registered adviser compliance programs, including:, • Maintaining and updating compliance documentation and policies, • Assisting with regulatory filings and disclosures, • Conducting periodic risk reviews, • Coordinating annual program assessments, • Track changes in relevant regulations, guidance, and enforcement activity, • Convert regulatory developments into practical policies, procedures, and controls, • Provide support across adjacent business lines, including real assets strategies, • Assist with oversight of custody-related regulatory requirements Basic Qualifications • 10+ years within financial services or related fields, • Prior experience in legal, transactional, or compliance-focused roles, • JD is required, • Strong familiarity with structured credit, CLOs, securitized products, and fixed income; exposure to insurance-related investment activity is a plus, • Working knowledge of investment adviser regulations and frameworks (40 Act), • Blend of law firm and in-house experience, • Broad understanding of securities regulations and industry practices, • Experience with compliance systems, data tools, and emerging technologies, • Strong interpersonal and influencing skills across senior stakeholders, • Ability to build alignment across teams and functions, • Awareness of global regulatory themes and evolving requirements

Key Responsibilities: • Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness, • Process and reconcile investor transactions, including subscriptions and redemptions, ensuring proper documentation and timely execution of capital activity, • Support month-end and quarterly close processes by reviewing statements, wire confirmations, asset summaries, and related reporting materials, • Maintain investor account data within CRM systems and ensure accuracy of investor records and reporting outputs, • Manage and maintain the investor portal/website, including content updates, user access setup, and troubleshooting investor issues, • Assist with regulatory reporting requirements and related documentation, • Bachelor’s degree in Business, Finance, Economics, or a quantitative discipline with strong academic performance, • 3–5 years of relevant experience in investor relations, fund administration, fund operations, or a related financial services role, • Advanced proficiency in Excel and strong overall computer literacy, • Strong written and verbal communication skills, • Exceptional attention to detail and accuracy in a data-intensive environment, • Ability to manage multiple priorities in a fast-paced, deadline-driven setting, • Strong organizational and analytical thinking skills, • Series 3 license (or willingness to obtain; firm will sponsor), • Experience working with investor portals, CRM systems, or fund accounting platforms, • Exposure to alternative investments, hedge funds, or quantitative strategies is a plus

This role will be hybrid, on-site 4x a week Department Overview: The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out. Job Overview This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. As part of the WM Platforms PMO team, this individual will work closely with key Business, Risk, Technology and Product management to provide program oversight, management reporting, and provide presentation and meeting support. Assisting the PMO team will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. Key Responsibilities • Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents, • Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings, • Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention, • Performing data reconciliation, specifically for the budget process, • Serving as a liaison and provide additional support for the offshore Platform functions, • Release notes and summaries suitable for various levels of the organization Experience • Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required, • Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry, • Partnering/working with stakeholders across different areas Skills Required • Work independently and with a team, possessing strong sense of accountability and relationship-building, • Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders, • Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences, • Strong attention to detail, • Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

As a Lead DevSecOps Engineer, you will play a key role in driving the delivery and operations of DTCC’s Web3 Platform, with a primary focus on leading infrastructure development and operational excellence for the Canton/DAML-based distributed ledger environment. You will work closely with engineering teams to establish and maintain DevSecOps best practices, including CI/CD automation, infrastructure reliability, observability, and secure deployment patterns across both cloud and DLT components. In this role, you will serve as the Canton/DAML infrastructure and operations subject matter expert (SME)—guiding platform design decisions, defining production-grade deployment patterns, and ensuring that Canton/DAML services are scalable, resilient, secure, and compliant. You will collaborate with in-house engineering teams and external vendor partners to integrate platform components and deliver production-ready Web3 capabilities, supporting globally distributed teams through hands-on troubleshooting, environment improvements, tooling enhancements, and automation initiatives. Primary Responsibilites • Lead the design, build, and operationalization of Canton/DAML infrastructure (e.g., participant nodes and supporting services), ensuring production readiness, resilience, scalability, and security., • Own Canton/DAML environment strategy across development, test, staging, and production—standardizing environment configurations, release processes, and operational runbooks., • Develop and maintain Infrastructure-as-Code (IaC) for blockchain/Web3 platform deployments, including network topology, identity and access controls, encryption/key management integrations, compute, storage, and secrets management., • Build and evolve CI/CD pipelines for blockchain and associated application workloads, including automated validation/testing, security scanning, artifact promotion, and controlled releases with rollback strategies., • Define and implement observability standards across platform services—metrics, logs, traces, dashboards, and alerting—supporting SLOs/SLAs and rapid incident response., • Establish high availability (HA) and disaster recovery (DR) patterns for platform infrastructure (multi-zone/region design where applicable), including backup/restore, upgrade strategies, and operational readiness., • Partner with architecture, risk, and security to ensure platform deployments align with enterprise security and compliance controls, including certificate management, IAM integration, least-privilege access, and auditability., • Provide hands-on L3/L4 support for production platform operations, including performance tuning, incident triage, root cause analysis, and continuous improvement initiatives., • Coordinate with internal teams and vendor/partners to support platform upgrades, configuration changes, and operational improvements, ensuring minimal disruption and strong change management practices. Talents Needed for Success • Hands-on experience operating and scaling Canton/DAML in production or production-like environments (infrastructure, deployments, upgrades, monitoring, and incident response)., • Demonstrated ability to act as a technical lead / SME for DLT infrastructure, defining deployment standards, operational processes, and reliability practices., • Experience building secure CI/CD and IaC patterns for complex distributed systems (DLT, microservices, event-driven platforms). Technical Requirements • Canton/DAML: Experience with Canton and DAML application/platform lifecycle, including deployment architecture, environment management, security controls, and observability., • Azure DLT / Web3: Experience supporting Azure-based DLT stacks (e.g., Canton, Besu) and integrating with enterprise cloud services., • Security + Identity: Strong understanding of IAM, certificate-based auth, secrets management, encryption/key vault patterns, and network segmentation for secure DLT operations., • Reliability Engineering: Proven experience implementing HA/DR, SRE practices, and performance optimization for distributed platforms. Nice to Have • Experience with DAML application build/release workflows and supporting developer enablement (tooling, templates, automation)., • Experience with distributed ledger operational concerns (latency, throughput, node lifecycle management, certificate rotation, topology changes)., • Background in SRE practices, including error budgets, capacity planning, and resilience testing (chaos testing, failure injection).

Program Manager & Technical Writer, Enterprise Architecture You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold ourcompany valuesand powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let"s lead the way together. The Role This role blends program management rigor with executive‑level storytelling. The individual will translate complex enterprise architecture, technology strategy, and operating models into clear, compelling narratives and decks that drive alignment, decision‑making, and momentum across senior leadership and partner teams. We are looking for a candidate that is highly energetic, organized, flexible, able to work in a fast pace environment, and ability to manage and prioritize competing priorities. The ideal candidate needs to be a self-starter, comfortable managing high demand and ambiguity, and must have a strong eye for details (i.e. Amex branding, fonts, formatting, etc.) As part of the interview process, candidates will be asked to provide examples of presentations they have created. Responsibilities:Executive Storytelling & Content CreationDevelop high‑quality executive presentations (decks, narratives, read‑aheads) that translate complex technical architecture and strategy into clear, persuasive stories tailored to senior audiences.Shape messaging with a strong point of view, narrative flow, and outcome orientation, ensuring content is crisp, concise, and decision‑readyApply a strong eye for branding, visual consistency, and formatting, ensuring all materials meet enterprise and leadership standardsArchitecture Translation & Narrative DevelopmentPartner closely with architecture, technology, and product leaders to turn technical concepts into business‑relevant stories that resonate with non‑technical stakeholdersDistill ambiguity into clarity by structuring complex inputs into coherent narratives, frameworks, and roadmapsEnsure consistency of messaging across initiatives, programs, and leadership communicationsProgram & Stakeholder LeadershipProgram manage strategic initiatives and ad‑hoc efforts, including roadmap development, milestone tracking, dependency management, and escalation.Act as a connector and integrator, bringing partners along through influence, clarity, and well‑crafted communication rather than authority.Anticipate risks, misalignment, or confusion and proactively address through clear storytelling and structured updates.Quality, Precision & Execution ExcellenceMaintain exceptional attention to detail, particularly across dates, milestones, messaging accuracy, and executive‑level polish.Ensure materials are error‑free, visually aligned, and ready for senior leadership consumption.Continuously refine processes, templates, and storytelling approaches to raise the bar on executive communications. Minimum Qualifications: Experience supporting and working with cross functional teams in a dynamic fast-paced environment Ability to manage, prioritize and complete multiple time-sensitive tasks within specified timeframes. Exceptional executive storytelling capability especially through PowerPoint and written narrative, is a must Hands-on experience developing board-level and executive-committee materials, including strategic storylines, transformation updates, and enterprise decision frameworks Proven ability to translate complex technical / architecture strategies into clear, compelling narratives for senior leadership Strong program management discipline, with comfort operating in fast‑paced, ambiguous environments. Highly organized, proactive, and able to manage multiple priorities independently. Skilled influencer who can bring others along, build alignment, and drive momentum across diverse stakeholders. Exceptional judgment around tone, clarity, sequencing, and audience expectations Ability to adapt to situations to quickly resolve issues and/or gain alignment Ability to effectively negotiate and influence to reach desired outcomes Ability to prioritize and work independently or with minimal direction Ability to act diplomatically and respectfully when communicating with individuals of varying levels Expert level of written and verbal communication skills Experience creating executive level presentations Accuracy and attention to details Flexible, proactive, well organized, resourceful, and efficient Regards 737 304 7465

Assistant Vice President – Equities Compliance Cantor Fitzgerald is seeking an Assistant Vice President, Equities Compliance to provide regulatory guidance and compliance oversight to its Equities businesses. This Line 2 role is ideal for a compliance professional with up to five years of experience who is ready to take on increased responsibility, partner closely with the business, and grow within a globally recognized financial services firm. The role offers meaningful exposure to equities trading activities, regulatory engagement, and firm-wide initiatives, within a collaborative and fast-paced environment. As an AVP in Equities Compliance, you will: • Serve as a compliance advisor to Equities business units, providing guidance on U.S. securities regulations, firm policies, and industry best practices., • Support the implementation and maintenance of compliance frameworks aligned with SEC, FINRA, and other regulatory requirements., • Partner with business, legal, risk, and operations teams to provide compliance input on new products, initiatives, and process changes., • Monitor and assess regulatory developments impacting equities businesses and assist with updating policies and procedures as needed., • Support regulatory examinations, inquiries, and audits, including preparation of responses and coordination with internal stakeholders., • Assist in the enhancement and execution of surveillance, monitoring, and testing programs to identify and mitigate compliance risks., • Participate in risk assessments, issue tracking, and remediation efforts to address control gaps and regulatory findings., • Contribute to the development and delivery of compliance training to promote awareness and a strong compliance culture., • Collaborate across Compliance and the broader firm to ensure alignment with Cantor Fitzgerald’s business objectives. Qualifications • Approximately 3–5 years of experience in compliance, legal, or regulatory roles within the equities or capital markets space., • Solid understanding of U.S. securities laws, FINRA and SEC rules, particularly those related to equities trading and market access., • Experience supporting regulatory interactions, including exams or inquiries, preferred., • Strong analytical and problem-solving skills with the ability to translate regulatory requirements into practical guidance., • Excellent written and verbal communication skills, with the confidence to engage business stakeholders., • Bachelor’s degree required; JD, MBA, or equivalent is a plus., • Series 7 required; Series 24 or ability to obtain within a reasonable timeframe preferred., • Detail-oriented, proactive, and able to manage multiple priorities in a dynamic environment., • Collaborative mindset aligned with Cantor Fitzgerald’s entrepreneurial and performance-driven culture. Why Cantor Fitzgerald? At Cantor Fitzgerald, you’ll gain hands-on exposure to front-line compliance advisory work within a globally active equities platform. This AVP role offers the opportunity to deepen regulatory expertise, build strong business partnerships, and advance your compliance career in a firm that values initiative, accountability, and professional growth.

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Description: On-site Monday – Friday. NO HYBRID. Experience working on trading floor and supporting multiple groups is a plus!! Job Responsibilities: • Telephone coverage, answer phones, take accurate messages, know banker's whereabouts at all times, back-up other lines, as needed, • Light to moderate client contact, • calendar maintenance for meetings and/or conference calls, • Coordinate related conference rooms including any catering, audio/videoconference set up, • Assist Analyst's with Lucite orders, closing dinners and client outing coordination, • Arrange all aspects of travel (arrange flights, hotels, rental car and sedan service, currency, etc.), keep travel profiles up-to-date, retrieve appropriate approvals for travel, • Prepare all itineraries, • Prepare and submit all expense reports on a timely basis, • Type correspondence, memos and presentations, • Prepare presentation books and meeting materials, copy, collate, bind, • Maintain filing system, correspondence, documents, • Navigate Firm's resources, interface with various departments to collect information, respond to requests, obtain services, • Retrieve research or other necessary materials from intra/internet, • Send and retrieve digital and inbound faxes, • Distribute mail, arrange messengers and overnight package services, • Provide backup support for colleagues during vacation/sick days, and assist their groups as needed with phone coverage and other office needs, • Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area Required Skills and Personal Attributes: • Strong communication, judgment, and problem-solving skills, • Strong attention to detail as well as solid organization/time management skills, • Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues, • Able to work in a fast-paced environment and handle multiple tasks concurrently, • Flexible with coverage responsibilities and teams. Other Requirements: • College Degree Preferred or Relative Corporate Experience preferred, • Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts, • Other helpful applications include Excel, PowerPoint, internet and research tools, • Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements Reports to: • Office Manager Hours: • 8:00 AM – 5:30 PM

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ___ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

As a Senior Accountant (Financial Reporting & Close), you’ll play a key role in delivering accurate, timely, audit-ready financial statements in accordance with U. Senior Accountant (Financial Reporting & Close). Join a fast-growing, multi-entity, physician-owned healthcare services organization w

About Us: Founded in 1992, Cerberus is a global leader in alternative investing with approximately $67 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at ______ What is Cerberus Ventures? “Great-power competition” has changed – Visionary commercial technology is the new battleground, and nations are increasingly directing resources toward longer-term, existential challenges, from energy and food security to public health, labor productivity, and national security. Governments can’t solve the problems alone; private capital will be needed to invest in disruptive technologies that are poised to accelerate solutions. Cerberus Ventures is a dedicated investment platform that backs pioneering advancements in critical technologies addressing these challenges. We invest from Seed to Series B across 6 verticals: Processing & Microelectronics, Energy Infrastructure, Networks & Communications, AI- Enabled Productivity, Synthetic & Programmable Biology, and Physical & Digital Assurance. Our team is led by a unique group of experienced investors from In-Q-Tel, Cerberus, and global technology firms. As a Venture Fellow, you will help identify and research opportunities across one of these verticals (or specific subsegments of these verticals). This role is ideal for those interested in career opportunities in venture capital, startups, R&D, or strategy consulting. Responsibilities: • Technical due diligence: Assist Cerberus investment professionals in company / industry research and due diligence, • Evaluate the technical merits and competitive differentiation of investment opportunities, • Comprehend and qualify the source of technical differentiation (review patents, understand proprietary processes, etc.), • Assess technical risks and opportunities of product roadmaps, • Distill findings into comprehensive reports, • Sourcing: Identify new investment opportunities. Leverage personal and Cerberus networks to meet with entrepreneurs and thought leaders, • Market mapping: Contribute to our industry deep-dives. Cerberus Ventures takes a thematic approach, researching the ecosystems (including emerging technologies, competitive landscapes, supply chains, etc.) of our focus markets and subsegments Key Requirements: • Current post-doc or PhD candidates in nuclear engineering, physics, or related field, • Deep technical understanding of one or multiple of the following: nuclear fusion, small modular reactors (“SMRs”), molten salt reactors (“MSRs”), advanced fuel cycles, hydrogen, geothermal, fusion, or other renewable energy, etc.., • Ability (or deep curiosity / willingness) to bridge technical research to commercial insights – e.g., How do the target company’s specs align with customer needs? What would it take for competition to displace the target company’s technology? How feasible is the technology’s path to operationalization / commercialization?, • Preferred knowledge of:, • The startup landscape in advanced energy generation

One of the largest Real Estate investment management firms in the world, with over 80 billion in assets under management, is seeking a Business Solutions Analyst to partner closely with the Portfolio Finance team and help deliver software and processes that support their business objectives. Key Responsibilities  Lead and manage projects related to investor reporting and other applications supporting Portfolio Finance initiatives, including new fund launches.  Partner with business stakeholders to gather, analyze, and document requirements; define project scope; and translate business needs into clear, actionable deliverables.  Produce high-quality documentation, including functional requirements, user stories, UI concepts, project plans, status updates, test scripts, and training materials. Required Qualifications  Bachelor’s degree, preferably in Computer Science, Accounting, Finance, or a related field  3-5 years of experience in business analysis, project management, or a related role  Experience developing or supporting accounting-related or investor reporting systems.

Optima Partners is looking for a recent graduate to join our New York City office as a Compliance Analyst, supporting our Senior Compliance Consultants in developing, implementing and maintaining compliance programs for a variety of registered investment management firms. The Analyst program consists of a 2-year hands-on training program. All Analysts receive formal and practical training as well as an assigned mentor. This is a full-time hybrid role based in New York City. Key Responsibilities • Monitoring expert network calls, • Monitoring employee personal trading and electronic communications, • Preparing and maintaining employee disclosure forms and assisting clients in organization and maintenance of required books and records, • Performing periodic forensic testing around personal trading, political contributions, gifts and entertainment, outside business interest, and other conflicts of interests, as part of client’s compliance monitoring program, • Developing and implementing compliance policies and procedures, • Assisting in annual compliance reviews and mock regulatory examinations, • Registering clients as investment advisers/broker dealers with the appropriate US regulatory bodies, • Preparing and submitting annual and quarterly regulatory filings, • Assisting in providing regulatory exam support, • Possible promotion to Associate after 2-years, • Reporting line to Director at Optima Partners Requirements • Undergraduate degree required from an accredited college or university; Masters degree is a plus, • Permitted to work in the US, • Must be able to start immediately, • Excellent written and verbal communication skills, • Independent, self–starter, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability.

Atrium is seeking on behalf of our client a Collections Specialist based in New York, NY. A background check may be run only after a conditional offer is made, where permitted by law. Position: Collections Specialist Location: New York, NY Employment Type: Full-time Compensation: $90,000-$105,000 + bonus + profit sharing Position Overview The Collections Specialist will manage and oversee the firm’s collections and accounts receivable processes to ensure timely and accurate payment from clients. This role will collaborate closely with attorneys and firm leadership to develop collection strategies, maintain accurate financial records, and support overall cash flow objectives. The position requires strong analytical skills, attention to detail, and the ability to communicate effectively with internal and external stakeholders. Must be legally authorized to work in the United States. Responsibilities • Oversee daily collections and accounts receivable, including strategy coordination with approximately 30–40 attorneys, • Manage billing and A/R functions, including invoice processing and e-billing submissions, • Review, edit, and analyze client bills, balances, ledgers, and cash applications, • Communicate A/R status and collection activity to firm leadership and billing attorneys, • Prepare A/R and collection reports, reconciliations, and maintain system documentation, • Support audits, client refunds, and special projects as needed Required Experience/Skills • Proven experience in collections within a professional services or legal environment, • Strong understanding of accounts receivable processes and financial reporting, • Ability to analyze billing data and resolve discrepancies efficiently, • Excellent communication and negotiation skills for interacting with clients and attorneys, • Proficiency in financial systems and e-billing platforms, • Strong organizational skills and attention to detail in a fast-paced environment Preferred Experience/Skills • Prior experience in a law firm or large professional services organization, • Familiarity with legal billing systems and client guidelines, • Ability to manage high-volume collections and complex client accounts, • Strong problem-solving skills and ability to work independently, • Advanced Excel skills for reporting and reconciliation, • Degree in Accounting, Finance, or related field preferred but not required Education Requirements • Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred, • Equivalent work experience in collections and accounts receivable accepted, • Continuing education or certifications in financial management a plus, • Familiarity with legal or professional services industry standards beneficial, • Strong foundation in financial principles and reporting practices Benefits If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable. Commitment to Diversity As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please ___ to request an accommodation. EOE/M/F/D/V/SO Applicant Communication Consent By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our ___ and ___.

We are partnering with a $60B+ AUM Credit fund in need of a CLO Portfolio Associate for their New York headquarters. This firm is known for its 25-year track record of outperformance in credit markets, our client is a titan in the credit universe. This role is a critical hire within their Structured Products team, offering direct exposure to senior Portfolio Managers and the Trading Desk. You will play a pivotal role in the optimization of both U.S. and European CLO portfolios, sitting at the intersection of quantitative analysis, market execution, and portfolio strategy. Key Responsibilities • Portfolio Optimization: Partner with PMs and the Trading Desk to construct and propose trade optimizations for US/EUR CLO portfolios to enhance relative value and improve structural metrics., • Performance Monitoring: Actively monitor collateral composition, coverage tests (OC/IC), and structural triggers. Run all hypothetical trades and synthesize results for senior leadership., • Collateral Analysis: Identify and analyze daily changes in collateral pools, including loan trading activity, rating migrations, and default/recovery scenarios., • Deal Lifecycle Management: Assist in new issue launches, warehouses, restructurings, and refinancing transactions. Track warehouse ramping progress for upcoming deals., • Stakeholder Liaison: Serve as the central point of contact between Trading, Legal, Middle Office, and Technology to ensure deal integrity, compliance with investment guidelines, and data accuracy., • Investor Relations: Support the IR team by responding to complex investor inquiries and producing detailed portfolio performance analytics., • Strategic Support: Monitor fund-level liquidity and proactively propose capital calls as necessary. Candidate Profile The Ideal Professional: You are likely currently working at a top-tier CLO manager, a rating agency, a Big 4 accounting firm, or a specialized valuation shop. You possess a "proactive" mindset and thrive in the high-pressure environment of a leading investment floor. Requirements: • Experience: 2–4 years of experience specifically within structured credit, CLO analytics, or leveraged loan analytics., • Knowledge Base: Deep understanding of CLO documentation, indenture tests, and structural waterfalls. Knowledge of underlying corporate credit ratings is strongly preferred., • Analytical Rigor: Strong quantitative skills with the ability to analyze portfolio-level metrics and collateral performance., • Software: Proficiency in Intex and Bloomberg is highly preferred., • Programming (Plus): Experience with Python, VBA, or SQL is a significant advantage for automating workflows and data analysis., • Bachelor’s degree in Finance, Economics, Mathematics, or a related quantitative field.