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We are seeking a high-caliber CLO Analytics Associate to join a world-class credit platform. This is a technical, front-office adjacent role designed for a candidate who understands the "math behind the deal." You will be responsible for the sophisticated modeling, stress testing, and automation required to manage a global CLO platform throughout its entire lifecycle. This position offers a unique vantage point, collaborating directly with Portfolio Managers, Technology teams, and Business Strategy to drive the expansion of a premier $65B+ AUM credit business. Key Responsibilities • Advanced Cash Flow Modeling: Utilize Intex, proprietary internal tools, and 3rd party engines to run complex cash flow, stress, and optimization analyses., • Systems & Automation: Partner with internal Engineering teams to build, maintain, and deploy the next generation of in-house analytical tools. You will act as the "product owner" for CLO analytics, troubleshooting and refining models., • PM Partnership: Collaborate with Portfolio Managers to refine cash flow assumptions and evaluate compliance with indenture documentation and structural triggers., • Capital Markets Strategy: Assist in evaluating and recommending redemptions, refinancings, and resets (Refi/Resets) based on quantitative projections., • Business Intelligence: Partner with Business Strategy to project profitability, AUM growth, and key business metrics for the CLO vertical., • Investor Relations Support: Work with the Business Development team to provide deep-dive debt and equity analysis for investor inquiries and marketing updates., • Cross-Functional Liaison: Coordinate with Legal, Tax, Accounting, and external consultants to ensure the validity of models and the efficiency of new fund setups. Experience & Skills: • Background: 2–4 years of experience in structured credit analytics, CLO modeling, or valuation (ideally from a CLO manager, rating agency, or specialized Big 4 valuation group)., • Education: STEM Undergrad; STEM Advanced Degree Preferred., • Structural Expertise: Deep understanding of CLO waterfalls, indenture mechanics, and the ability to interpret complex legal documentation., • Quantitative Rigor: Advanced Excel and financial modeling skills are non-negotiable. Strong familiarity with Intex and Bloomberg is highly preferred., • Tech-Forward: Programming experience in Python, VBA, or SQL is a major advantage, as you will be the primary bridge between the investment desk and the tech team., • Proactive Mindset: You should be "front-footed"—anticipating questions from PMs and investors before they are asked., • Communication: Ability to translate complex quantitative results into actionable insights for non-technical stakeholders., • Adaptability: Thrives in a fast-paced, high-stakes investment environment where accuracy is paramount.

We are partnered with a $50B+ AUM Credit Fund to identify a talented new team member to join this firm's Portfolio Finance group responsible for capital activity, liquidity management, debt management, portfolio finance, and treasury operations for all credit business lines including private credit and liquidity credit investments. This is a rare opportunity to step into a broad, senior-facing role at a world-class credit platform, with direct exposure to senior leadership and close collaboration across Originations, Portfolio Management, Accounting, Operations, and Technology. Key responsibilities • Analyze liquidity needs and recommend capital activity across draw-down funds, • Manage financing lines, including processing draws and paydowns, • Model dry powder calculations and report results to senior management, • Manage and optimize the short book for cost efficiencies, • Manage FX hedging activities, • Optimize prime brokerage allocations, • Track and report counterparty risk, • Model and manage the liquidity pipeline for the Private Credit platform, • Support liquidity reporting and planning for the CLO platform, • Partner with Originations, Portfolio Management, Accounting, Operations, and Technology to develop efficient processes and reporting workflows, • Lead and contribute to treasury and financing-focused projects and initiatives Ideal candidate profile • 3–5 years of relevant experience in treasury, financing, or capital markets function, • Buy-side Credit experience is strongly preferred, • Advanced proficiency in Excel and the broader Microsoft Office suite, • Demonstrated project management experience, • Strong critical thinking skills with the ability to navigate ambiguous, complex problems, • Self-starter mentality — able to identify opportunities, plan, and execute independently, • Excellent communication skills with a track record of building strong internal partnerships, • Collaborative team player committed to both individual and organizational growth

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.

Our elite global Alternative Investment Management client is seeking to recruit an Associate to join their portfolio management team supporting the front-office investment team with aviation finance and aircraft leasing strategies by performing capital structure analysis, complex financial modeling, industry research, data and risk driver analysis, dashboard/report development, portfolio management and capital raising support for a $6B+ AUM investment platform. Responsibilities: • Support the front-office investment team with aviation finance and aircraft leasing strategies by performing capital structure analysis, complex financial modeling, industry research, data and risk driver analysis, dashboard/report development, portfolio management and capital raising support for a $6B+ AUM investment platform, • Leverage data, financial models and analytics to provide thought leadership insight to the investment team, • Support all facets of the portfolio, new deal due diligence and investment value realization, • Collaborate with key internal and external stakeholders to support asset management activities, • Maintain internal systems and develop analytical tools and automation, • Assist with strategic initiatives, investment return optimization and capital formation, • Attend and participate in industry events and board meetings Requirements: • Bachelor's Degree with strong academic record, • 2+ years of portfolio management, asset management or strategic finance experience, • Aviation finance or aircraft leasing experience required, • Demonstrated capital structure analysis and advanced financial modeling skills required, • Strong data and risk analytics knowledge, • Advanced Excel skills with the demonstrated ability to analyze complex datasets, create dashboards and build analytical tools, • Advanced PowerPoint skills, • Power BI, Tableau or other business intelligence tools a strong plus, • Ability to synthesize and disseminate complex data into actionable recommendations and communicate insights with key stakeholders, • Advanced communication, interpersonal and business writing skills

Job Title: Operations Specialist (Career Growth Path) Location: New York, NY (In-Office) Compensation: $85,000 – $110,000 Base Salary + Performance Bonus The Opportunity Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM. We specialize in comprehensive financial planning for physicians and are one of the fastest-growing branches within the Osaic network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us. Long-Term Career Path We are seeking a candidate who truly enjoys the operations side of wealth management and intends to stay and grow in this field for several years. This is not a "stepping stone" to becoming an advisor; it is a path to operational leadership (Operations Manager, Lead Operations or Chief Compliance Officer). Core Responsibilities • Independent Execution: You are a self-starter who does not need to be micromanaged. You own your desk, manage your own schedule, and ensure nothing falls through the cracks., • Account Setup Excellence: Take full ownership of the end-to-end opening process for Individual, Joint, 529, and Entity accounts. You ensure every document is submitted correctly the first time, proactively catching errors to guarantee a smooth experience., • FA Partnership & Feedback: Act as a true partner to our Financial Advisors. This includes understanding their priorities, managing expectations, and providing regular feedback on task status., • Critical Deadline Support: Lead the charge during peak periods (Tax Season and Year-End) on last-minute account openings, funding, and contribution/distribution requests., • Money Movement & Funding: Execute ACAT/non-ACAT transfers, wires, and check distributions. Proactively assist advisors with the formal funding of Revocable Trusts., • Retirement & Tax Support: Oversee RMDs, QCDs, Rollovers, and DAFs. You must be able to spot and fix errors—such as IRA over-contributions—before they cause tax issues. Technical Requirements • Experience: Minimum 2-3 years specifically supporting Financial Advisors in an operations role., • Mandatory Skills: You must have extensive, hands-on experience opening new accounts and managing the full Rollover processing lifecycle., • Platform Mastery: Understanding of the broader Broker-Dealer/RIA landscape (e.g., Schwab, NFS) and how to resolve NIGO issues independently is a major plus., • The "Error Anticipator": You look three steps ahead to prevent mistakes before they happen. Benefits & Perks • Retirement: 401(k) plan with firm contribution/match., • Health: Comprehensive Health, Dental and Vision insurance., • Time Off: Paid Time Off (PTO) package., • Bonus: Annual performance-based incentives tied to accuracy and firm growth.

Our client is a biotech hedge fund with $2bn AUM that has consistently outperformed peer funds and the NBI. The team operates with a lean structure, led by 2 Founders from top tier life sciences funds and supported by 4 additional Investment Professionals. This is a true career track role, with an expectation and encouragement to stay long term and a clear historical precedent of promoting from within. The team is based in NYC with onsite work most of the week and some flexibility. The fund is long only with the ability to invest privately as needed, taking a venture style approach to the public markets with a highly concentrated portfolio. Responsibilities • Conduct qualitative and quantitative fundamental analysis of companies, including assessment of competitive advantage, management team, and industry structure, • Perform in-depth investment research: including both independent and due diligence such as speaking company management teams and industry experts, and analyzing publicly available data such SEC documents, company conference calls, • Conduct detailed fundamental analyses of companies and industries, building financial forecast models, performing valuation analyses, and assessing the risks., • Analyze financial metrics of companies by evaluating historical performance and building models of financial statements, including proprietary forecasts, • Performs valuation analyses on companies, including price targets as well as upside and downside valuation, • Actively monitor existing holdings and investment opportunities within market, • Support Sales and Marketing teams with external communications as assigned, • Keep abreast of industry approaches and best practices and integrates findings into work as appropriate, • Participate in ad hoc research projects as needed, • Related duties and projects as assigned Qualifications • 2+ years’ experience in Biotech Investment, Equity Research, Consulting, Investment Banking, etc.., • Advanced scientific degree (MD, PhD, PharmD) preferred but not required, • Excellent research, financial modeling, analytical, and valuation skills, • Passion for financial analysis, company analysis, and industry research, • Excellent verbal and written communications skills with the ability to communicate complex subject matter, • Demonstrates strong analyst acumen, • Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment, • Demonstrates good working relationships with all departments

Our client seeks a senior Fixed Income Macro or RV Portfolio manager to join it's >$50Bil Hedge Fund (location open). This hire will have experience running >$500Mil with a portable track-record of >$20Mil in hard P&L with a Sharpe of >1.5. This can be a fully discretionary or semi-systematic PM or team to join this highly prized firm known for supporting its PMs/Teams with top quants, analysts, risk, tools & counterparties to effectively manage their book. • 10+ Years experience running >$500Mil in AUM, • P&L ~$20Mil USD with a Sharpe >1.5, • Proven live track-records with 3-year recent performance, • Highly liquid strategy with ability to liquidate within days, • Strong academic background, • Proven leadership & communications skills Would require resume, executive summary of your strategy outlining: Strategy, Risk management, Performance including vol, Returns, and requirements to ramp up.

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 P

We are partnered with a $50B+ AUM Credit Fund to identify a talented new team member to join this firm's Portfolio Finance group responsible for capital activity, liquidity management, debt management, portfolio finance, and treasury operations for all credit business lines including private credit

Capstone is one of the leading asset management firms in derivatives and complementary strategies. With approximately $12 billion of AUM and over 330 employees (as of December 1, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles

Morgan Asset Management is a leading asset manager, with $4 trillion in assets under management ("AUM") and ranks #1 in active net AUM flows. Your primary focus will be on our Asset Management business, which offers actively-managed, multi-asset investment management solutions across equities, fixed

Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the world's largest charitable foundations dedicated to a

Apollo Global Management is seeking a high-performing Portfolio Analyst to join the Global Corporate Credit team, which manages over $50 billion in Aum across leveraged loans, high yield bonds, private credit and hybrid credit products globally. This individual will play a highly visible and impactf

Multi strategy hedge fund with over USD 100 bil AUM actively hiring Quant Portfolio Manager with experience researching and running systematic strategies across equity or futures.Strategies could be across; stat arb, reversion, momentum, trend, factor models, relative value, event driven, quantament

Our client is a thriving independent RIA firm, or Registered Investment Advisor firm,with nearly $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients.The firm is experiencing rapid growth, with annual expansion of 20-30%.To support

We are partnered with a $50B+ AUM Credit Fund to identify a talented new team member to join this firm's Portfolio Finance group responsible for capital activity, liquidity management, debt management, portfolio finance, and treasury operations for all credit business lines including private credit

Our client is a biotech hedge fund with $2bn AUM that has consistently outperformed peer funds and the NBI. The fund is long only with the ability to invest privately as needed, taking a venture style approach to the public markets with a highly concentrated portfolio. Conduct qualitative and quanti

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 P

We are partnered with a $50B+ AUM Credit Fund to identify a talented new team member to join this firm's Portfolio Finance group responsible for capital activity, liquidity management, debt management, portfolio finance, and treasury operations for all credit business lines including private credit

Our client, a leading asset manager (~$300B AUM), is looking to add a Vice President of Finance and Accounting to their team in New York City. Education/Certification: Bachelor's or Master's degree in Accounting or Finance; CPA (completed or in progress) required. Soft Skills: Strong leadership and

CLO modeling, or valuation (ideally from a CLO manager, rating agency, or specialized Big 4 valuation group). You will act as the "product owner" for CLO analytics, troubleshooting and refining models. Partner with Business Strategy to project profitability, AUM growth, and key business metrics for

A leading fintech firm is seeking a candidate to spearhead ETF sales distribution in the US.The role focuses on driving AUM growth through key distribution channels and will involve building valuable relationships within the investment community.Candidates should have over 5 years of ETF sales exper

Backed by prominent technology executives and investors, they have secured their RIA licence and partnered with a leading ETF infrastructure provider to bring their proprietary algorithmic investment technology to market. Drive ETF sales and AUM growth across key US distribution channels, including

SS&C, through our partnership with Lighthouse Investment Partners, LLC, is seeking a highly motivated Manager, Portfolio Finance to join the Portfolio Finance team supporting a global, multi-strategy investment platform with over $17B in AUM. System Building & Management: Support the Portfolio Finan

Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. Run Your Own RIA with Turn-Key Support!. Advisors with a book of business between $50M-$300M AUM wh

Ares Secondaries Senior Associate. The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit and infrastructure investments with AUM of approximately $38 billion as of September 30, 2025. Manage cash needs across Ares Secondaries' private equity, r

M+ ETF Sales Specialist, Assistant Vice President / Vice President. Capital is looking to hire an Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm's new ETF lineup to finan

The ideal candidate will have 2-5 years of fund accounting OR audit (top 10 accounting firm) experience. Responsibilities Assist with the preparation of the fund financials Be a key member helping out with the month, quarter, and year-end close process Help with capital calls, distributions, and

A globally recognised name in the technology space with hundreds of billions in assets is adding a Head Sales to support the next phase of its growth, by targeting a broad spectrum of institutional investors.This is an opportunity to join a highly profitable platform and take responsibility for both

Job DescriptionOur client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only about a year old they have over 15B AUM and growing.The founder is a UHNW baking veteran that was asked by his clients to launch his own firm and tare backing him as well. The firm is completely client driven.The candidate profile is quite simple:1) You currently cater to this level of clientele from a private bank or RIA 2) Seeking equity surrounded by top level talent and client3) Have a burning desire to serve clients in a completely holistic way 4) Clients can come from anywhere in the world, and you can be based anywhere as well5) Must have an existing portffolio or network of UHNW clients with an average size of 25M and aboveCan be based in New York, Miami, London, UAE, Singapore, Monaco or GenevaContact: Alan Goldstein-CEO Avior Executive Search

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionFull Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities: • Must have an established portfolio of 100M AUM and above, • Provide financial planning advice and guidance, • Manage client portfolios, • Execute trades and transactions, • Stay up-to-date on market trends and regulations Qualifications: • Bachelor's degree in finance or a related field, • Series 7, 63 or 66 license, • 5+ years of experience as a financial advisor, • Strong communication and interpersonal skills, • Ability to work independently and as part of a team If you are interested in this position, please send your resume and cover letter to . I look forward to hearing from you!

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth. To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today. The Partnership Model You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale. At this Fintech RIA, you will: • Own and manage client relationships while accelerating organic growth., • Deliver high-impact financial planning and investment advice across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement income and distribution strategies, • Estate and legacy considerations, • Equity compensation, • Charitable and philanthropic planning, • Risk management and insurance analysis, • Identify planning gaps and risks, translate complex concepts into clear recommendations, and deliver actionable financial plans., • Build, implement, and continuously monitor long-term investment strategies., • Coordinate with third-party specialists across tax, trust & estate, and insurance to ensure clients receive the right expertise at the right time., • Provide feedback into their product and technology roadmap to improve advisor and client workflows., • Support inorganic growth by participating in advisor-to-advisor conversations and integration discussions as appropriate. What's Required to Run Your Practice with them... • A portable, fee-based book of business with $25M+ AUM that you actively advise today., • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66, or equivalent)., • Strong interest in ownership, accountability, and building long-term enterprise value., • Comfort operating in a technology-forward, fintech-enabled advisory model., • Ability to manage multiple priorities in a fast-moving environment., • Desire to grow without sacrificing autonomy. What Makes a Strong Fit (Not Required, but Helpful) • Experience at a technology-enabled advisory platform or fintech., • Background advising high-net-worth households ($1M+ investable assets)., • Deep expertise in one or more planning domains (tax, equity comp, estate, retirement)., • Familiarity with modern financial planning software and planning-led workflows., • Strong executive presence, critical thinking, and clear, proactive communication style. Bottom line You bring the clients, advice, and vision. My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Credit Investment Management Department (“CIM”) is responsible for the booking and administering of (i) leveraged loan assets and (ii) structured product assets including CLOs (note investments and warehousing facilities) and MML Senior Financing through maturity or refinancing in accordance with the Branch’s lending policy. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares CLO and MML Senior Financing credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 2+ years related experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Good knowledge of corporate finance transactions., • Good knowledge of loan markets and basic understanding of US credit market and products such as fund finance, HYL, CLO and MML., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access), and some modeling and programming capabilities preferred., • Knowledge of Intex, Bloomberg, Capital IQ a plus., • Excellent written and oral communication skills.Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion., • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionThe Company Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit . The Role CMG is seeking a Sell-Side Account Manager to join a rapidly growing commercial team. Account Managers are responsible for hitting quota by retaining and growing their book of sell side clients. The successful account manager develops close partnerships with all their clients and is an expert on the CMG platform with a unique focus on the equity capital markets. The account manager ensures successful platform adoption, constantly drives the value proposition of the service, proactively seeks growth opportunities, and strives to limit churn and maximize renewal uplifts. Account managers are expected to be excellent collaborators partnering with Customer Success, Product Management, and Engineering functions. As a leading FinTech looking to deliver innovation to the equity capital markets, CMG is transforming one of the hottest areas of Wall Street. With customer satisfaction as the pinnacle of our core values, exceptional customer support and account management is paramount to the success of both our customers and CMG. Responsibilities • Actively retain and grow a portfolio of assigned clients to meet and surpass quarterly and annual quotas, • Hit a new business quota based on a set territory of prospects, • Drive customer engagement to establish champion users across a book of clients, • Identify customer expansion opportunities & churn risks, • Prospect daily for new business, • Meet with clients quarterly to define client expectations and ensure CMG is providing value to their ECM process, • Become a trusted member of the ECM community, • Develop an in-depth understanding of the clients buying process and intimate knowledge of the key players involved and approval process, • Record all calls, meetings, and emails in CMG’s CRM system, • Accurately forecast upcoming renewals and growth opportunities monthly, • Collaborate with the CMG Customer Success team to provide top-notch customer success, • Ensure renewals come in on time and consistently with growth, • Provide product feedback, sentiment, and trends in the industry to internal teams, • Partner with Marketing to develop and deliver collateral to support growth and adoption initiatives Qualifications, • At least 2+ years of prior account management and/or customer success experience, preferably within FinTech or SaaS, • Experience with data analytics & collaboration tools including Excel, MixPanel, Slack, HubSpot, and business intelligence platforms, • Highly proficient in communication and presentation skills with the ability to effectively adjust communication to the target audience (ECM, Syndicate, Cash Equities, etc.), • Capital Markets experience with Investment Bank and/or Investment Management a strong advantage, • Previously managed the renewal process for assigned portfolio of accounts to hit quota, • B.S. or B.A. in Business Management, Finance, Economics, or similar study, • You have an entrepreneurial mindset and a ‘can-do’ attitude What We Offer, • Comprehensive benefits program (Medical, Dental & Vision), • Equity, • 401k company match, • Flexible Spending & Health Savings Account, • Unlimited PTO, • Hybrid work environment, • Education reimbursement, • Continuous learning opportunities, • Life insurance, • Employee referral bonus, • Parental leave The estimated salary range for this role is $100,000-125,000 base plus commission. The total on target earnings are expected to range between $150,000 and $200,000. The successful candidate’s salary will be determined by non-discriminatory factors such as skills and experience. Additionally, this role is eligible to participate in our benefits program, including health, dental, vision, 401K, paid time off, and our equity plan.This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm you are authorized to work in the U.S. CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.

Job DescriptionSenior Associate, People & TransformationAbout Endeavor: Endeavor is the leading global community of High-Impact Entrepreneurs in emerging markets. Present in 45+ markets around the world, our 2,900+ entrepreneurs rely on Endeavor’s unparalleled network of peers and mentors to solve their toughest challenges. Portfolio companies include Checkout.com (UAE), Carsome (Malaysia), and Rappi (Colombia). Endeavor’s core belief is that entrepreneurs are the single best way to transform economies around the world: with the right community, mentorship, and investment, these individuals form the building blocks for thriving, dynamic economies in emerging markets around the world. * Read more about how we support Endeavor Entrepreneurs around the world - from Nairobi to Kuala Lumpur, Mexico City to Dubai. * About our values * About how we plan to advance the Multiplier Effect by helping entrepreneurs grow faster, think bigger, and give back to their communities as they inspire, mentor, and invest in others. * And about our rules-based, co-investment venture capital fund with $540M+ AUM across four funds, Endeavor Catalyst. About the Role: The People Team supports Endeavor’s headquarters team (~80 employees) and collaborates closely with local offices to support a global workforce of ~500 team members worldwide. We are looking for a People Operations Senior Associate to support HQ People initiatives, with a strong focus on employee experience programs and lifecycle processes. Given this role will complement our existing HQ People Operations function (which oversees compensation and benefits, labor law compliance, and office operations), this person will be fully dedicated and able to focus on programs that shape the day-to-day experience of our teammates instead of only traditional HR operations. You will play a key role in coordinating our annual Endeavor Global Summer Internship Program, supporting hiring managers with their needs, supporting the onboarding process for new hires, celebrating key employee milestones, and developing People best practices. This is an ideal role for someone who is highly organized, people-oriented, and excited to build scalable People practices in a global, mission-driven organization. Key Responsibilities: * Responsibility #1: HQ Employee Experience & Lifecycle Programs (50%) * Own employee milestone moments, including anniversaries, departures, and key team celebrations. * Support hiring managers in the onboarding of new HQ hires, ensuring a smooth and welcoming experience * Identifying gaps in lifecycle processes and implementing improvements, such as developing best practices for offboarding teammates * Support the execution of staff retreats and staff bonding opportunities. * Responsibility #2: Hiring & Talent programs (30%) * Partner with hiring managers to improve hiring practices, including developing guidelines, sourcing strategies, and best practices; support JD development and participate in key interviews. * Own and manage Endeavor’s annual Global Summer Internship Program (~15 interns), including recruitment coordination and hiring managers’ support, onboarding, program logistics, activities, and overall intern experience. * Explore opportunities to expand and scale the internship program across local offices * Build and manage relationships with key universities and student organizations to strengthen Endeavor’s campus presence and talent pipeline. * Responsibility #3: Cross-team support and collaboration (20%) * Maintain and update People-related documentation, guides, and internal resources. * Serve as a key point of contact for HQ employees on People-related questions (non-payroll, non-legal). * Assist with ad hoc People initiatives and projects as the team continues to scale. Who you are: * 2–4+ years of experience in HR, People Operations, or a related role * People-first mindset: You care deeply about employee experience and understand how thoughtful People programs drive engagement and performance * Highly organized and detail-oriented: You can manage multiple programs and timelines simultaneously without dropping the ball * Collaborative: You enjoy working cross-functionally and building trusted relationships across teams * Comfort with ambiguity: You thrive in evolving environments and are excited to help build and refine processes * Clear communicator and Globally Minded: You can communicate effectively and empathetically with teammates at all levels and from different cultures and markets Position Details: * Start date: May, 2026 * Location: Hybrid role based in Endeavor’s NYC office - 3 days in office, 2 days flexible. * Compensation: US $80,000 per annum. * Schedule: full-time, 40 hours/week * Work Authorization: Applicants must be legally authorized to work in the United States at the time of application. Endeavor is unable to sponsor or transfer employment visas for this role. The hiring process: The hiring process will include: * Phone interview * Assessment * Round of interviews * Reference check For internal hires, all applications will remain confidential. Before the final stage of interviews, we will require that all candidates disclose to their Managing Director their interest in the position.

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. This role is for AVP level candidates. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Information Technology Department (“ITD”) provides the users of the Branch’s information systems with sufficient and appropriate system resources and functionality to complete their day-to-day business and keeps security and consistency of the important information that is stored in the systems. Your Role Overview: Fully knowledgeable on the day-to-day activities, resolves complex issues where expertise is required to interpret policies, guidelines, and practice. May be considered a subject matter expert for one or more functions or processes. Focus on operational execution and occasional broader planning within areas of expertise. May have direct report subordinate staff. Your Duties and Responsibilities: • Administration, maintenance, and production support for Windows server, VMware vSphere ESXi, desktop PCs, Amazon AWS, and other utility systems., • Engineers and implements new infrastructure solutions., • Provides technical support for the network, security, and monitoring systems., • Documents project requirements, proposes solutions, conducts budget and ROI studies, participates in the management of project plans and execution, and reports project status., • Participates in the remediation of network and security environment issues on a regular basis in order to meet all the business requirements., • Acts as a subject matter expert for assigned back-end IT systems., • Participates in daily system/backup checks., • Performs upgrades, patches, and maintenance activities., • Updates procedures and documentation based on system changes., • Helps to plan and operate disaster recovery tests., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • 5+ years of experience as a Windows System Administrator and/or Engineer., • Advanced knowledge of Microsoft Windows Server 2016, 2019, 2022, and Active Directory., • Advanced Knowledge of VMware ESXi / vSphere 7.0 or higher., • Advanced Knowledge of Microsoft Exchange Online / Office 365., • Knowledge of Amazon AWS (EC2, S3, CloudTrail, etc.), • Powershell or other scripting / automation skills, • Knowledge of VMware Horizon VDI System, • Knowledge of networking and protocols., • Experience with data center infrastructure and disaster recovery planning., • Good organization and multi-tasking skills., • Ability to operate with minimal supervision and instruction, a self-starter., • Project Management skills, • Knowledge of HP Tandem Nonstop System a plus. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus. Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Treasury Team (“MTR”) focuses on Funding Activities and Security and Forex Investments. The Treasury Team is divided into the ALM and Investment Accounts. Your Role Overview: Responsible for sound daily execution and operation for Treasury Team within interest rate products and foreign exchange. Develops and executes department business plans. Works on projects to improve efficiencies. Your Duties and Responsibilities: • Assists traders in managing liquidity and interest rate exposures related to the ALM operation including money market trading related to CD / CP issuances and interbank, FX/cross currency& interest rate swap transaction, customer deposits for funding purposes and existing counterparty relationship management within the allocated authorities under the supervision of the Head of Treasury Team and/or Assistant Managers., • To assist trading officers or senior managers to cooperate with other departments, to research and resolve any problems that may arise with trading., • Supports the development and enhancement of the liquidity, funding and pricing framework to enhance it according to banking business needs, regulatory requirements and industry standards under the supervision of the Head of Treasury Team and/or Assistant Managers., • Supports New York Branch’s commercial banking business including loans / investments / deposits through fair and stable pricing and proper operations., • Assists new funding source development in the areas of new counterparty and new products, directly dealing with external liaisons representing the bank., • Prepares periodic and on-demand reports and documents to the Senior Management and Head Office., • Abides by all Compliance related procedures., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or its equivalent in business, finance, economics or law., • 1-3 years of experience as a funding / money trading assistant or in bank operations preferred., • Good business mathematical skills., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent oral and written communications skills., • Ability to work in a team environment. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

Job Description Rose Valley Capital, a Brooklyn, NY - based, fully vertically integrated real estate investment firm with 10,000 units and $2 Billion AUM, is seeking a Senior Asset Manager with deep experience in multifamily assets, particularly garden-style, midrise and hi-rise apartments. This senior role is both strategic and hands-on: the successful candidate will help refine, scale, and lead asset management processes across our growing national portfolio. Key Responsibilities: • Drive the execution of business plans to achieve portfolio-level financial and investment objectives., • Oversee transitions of newly acquired properties and support capital transactions., • Partner with property management to align operating budgets with underwriting assumptions., • Continuously evaluate performance against budget and underwriting and develop accretive business plans to enhance value., • Conduct market analysis, asset reviews, and prepare performance reporting for leadership and investors., • Identify challenges that may impact performance and recommend strategies to maximize returns., • Serve as the primary asset management liaison for internal teams (property management, acquisitions) and external stakeholders (investors, partners, lenders)., • Perform on-site property inspections and operational reviews., • Lead recurring valuation processes and provide insight on portfolio value creation. Qualifications & Skills: • 5–7+ years of experience managing multifamily portfolios., • Proficiency with property management systems (Appfolio, RealPage, Entrata, YieldStar/LRO)., • Strong analytical, financial modeling, and market evaluation skills., • Working knowledge of debt and capital markets., • Effective communicator with excellent presentation, verbal, and written skills., • Demonstrated ability in problem-solving, decision-making, and process improvement., • Hands-on leadership style with the ability to collaborate across functions. Powered by JazzHR 9IcWHWj8B1

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Regulatory Compliance Department (“RCD”) provides support to all departments of the New York Branch for regulatory compliance related advice, monitoring, self-testing, and reporting in order to reduce regulatory risk of Sumitomo Mitsui Trust Bank, Limited (“SMTB”). Your Role Overview: The Compliance Analyst is responsible for identifying and developing criteria and commentary on critical compliance issues across the Bank. Prepares and delivers Bank-wide and targeted training. Drafts new and existing policies and procedures to ensure that the Bank meets the requirement of various legal and regulatory agencies. Responsible for Know Your Customer due diligence, monitoring employee accounts, and Anti Money Laundering activities. Ensures ongoing improvement and evolution of governance programs and identifies risks and/or gaps in the system. Your Duties and Responsibilities • Clears Prime System generated BSA related alerts and documents rationales., • Performs various watch list related verifications and record-keeping (OFAC/ FinCEN 314a/Japan List)., • Performs BSA compliance Tests as well as Corporate Compliance Tests, • Performs Customer/Account Profile reviews via Surety software., • Reconciles Employee Personal Trading Monitoring Program related documents., • Updates various compliance related logs and keeps track of compliance related documents., • Arrange meetings, take minutes., • Assists and prepares compliance testing work papers for all the tests performed., • Participates in periodic compliance related committees. Take minutes., • Assists with preparation of Fed/State pre-planning and introduction letter/first day letter materials., • Maintains files on appropriate regulatory compliance related issues., • Prepares Compliance newsletter to be sent within the department weekly and Branch wide Compliance newsletter to be sent within the Branch monthly., • Prepares various monthly reports., • Assists with the Annual Risk Assessment of BSA and Corporate Compliance., • Ensures that ethical practices are effectively communicated to all employees throughout SMTBNY and promotes adherence to all ethical practices by all employees., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or equivalent., • Excellent computer skills in Microsoft Office (Excel, Word, and PowerPoint)., • Excellent interpersonal skills, good oral and written communication skills., • Good detail orientation, organizational, and multitasking skills., • Strong basic math skills required., • Proficiency in Excel, Access, VBA script, preferred. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Credit Investment Management Department (“CIM”) is responsible for the booking and administering of (i) leveraged loan assets and (ii) structured product assets including CLOs (note investments and warehousing facilities) and MML Senior Financing through maturity or refinancing in accordance with the Branch’s lending policy. Your Role Overview: Responsible for deal processing, internal control and regulatory compliance. Your Duties and Responsibilities: • Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review., • Ensures compliance and operational requirements are satisfied before closing and for amendments., • Coordinates with internal and third parties to effect bookings, amendments and funding., • Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements., • Tracks credit documentation and other customer reporting requirements for timely receipt., • Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents., • Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor's degree in Finance, Economics or relevant field with 2+ years of related experience., • 2+ years of banking experience preferred., • General knowledge of banking principles and/or loan markets., • Excellent organization skills and detail oriented., • Good interpersonal skills for team-oriented environment., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Client Relationship Manager Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals., • In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients., • Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans., • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit., • Mentor other team members including Portfolio Managers and Analysts., • Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications • 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;, • Experience in dealing with a wide array of corporate clients and credit structures;, • Thorough knowledge of the banking and financial services industries;, • Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;, • Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;, • Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;, • Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;, • Ability to write clearly and concisely in both internal credit memos and client communications., • Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization. Many of our job openings can be viewed at