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Job DescriptionSalary: $235,000 About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Serving consumers, enterprises, and crypto treasuries, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and increases transparency to open up blockchain-powered finance for everyone. To learn more about Uphold, please visit . The Opportunity The Associate General Counsel (AGC) will play a critical role in supporting the companys legal strategy across commercial, regulatory, product, and corporate matters. This is a hands-on, highly cross-functional role ideal for a lawyer who thrives in a dynamic, fast-paced environment and enjoys solving complex legal challenges. Working closely with the General Counsel and the broader Legal, Compliance, and business teams, the AGC will help the company scale responsibly, manage legal risk, and support high-impact business initiatives. This role offers significant ownership, exposure to executive leadership, and the opportunity to influence the companys growth trajectory. Responsibilities Commercial & Corporate Counsel • Draft, review, and negotiate a wide variety of commercial agreements, including technology, licensing, vendor, data, and partnership agreements., • Support corporate governance, board materials, policy updates, and entity management. Regulatory & Compliance Support • Provide legal guidance on regulatory matters impacting fintech, payments, crypto, digital assets, AML, data privacy, and consumer protection., • Collaborate with Compliance and Regulatory Affairs on emerging regulatory developments and operational implementation. Product & Business Advisory • Partner with Product, Engineering, Finance, Marketing, and Operations to advise on product design, launches, risk considerations, and go-to-market strategies., • Assess legal risks for new business initiatives and propose practical, business-aligned solutions. Risk Management & Operations • Assist in developing legal processes, templates, and workflows to improve speed, consistency, and compliance., • Support internal legal investigations, external inquiries, and disputes. Cross-Functional Collaboration • Serve as a trusted advisor to internal stakeholders at all levels, translating complex legal topics into practical guidance., • Coordinate with outside counsel where needed, optimizing quality and cost. Qualifications Required • JD from an accredited U.S. law school; admitted to NY Bar or eligible for admission on motion., • 710 years of relevant legal experience, ideally a combination of law firm and in-house., • Strong background in commercial transactions, corporate law, and advising cross-functional teams., • Experience in fintech, payments, digital assets, crypto, blockchain, or other regulated financial services., • Excellent communicator with demonstrated ability to collaborate across teams and influence decision-making., • Strong business judgment and the ability to balance risk with operational realities., • Highly organized, proactive, and comfortable working independently in a fast-paced environment. Bonus if you have • Experience interacting with regulators or supporting a regulated business., • Exposure to corporate governance or public-company requirements., • Prior experience building legal processes or contract management systems. Salary: $235,000+ Bonus and Benefits What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Be part of a great company that is revolutionizing financial services. Apply now! If this job isnt exactly what you are looking for, visit our careers page to check out all our exciting opportunities.

Job DescriptionSalary: JOB DESCRIPTION Business Development Manager (Partnerships & Expansion) Sector: Financial Services Location: Lagos, Nigeria Reports To: Head, Paga Remit Experience: Minimum of 4+ years of relevant experience ABOUT PAGA Paga is on a mission to enable one billion Africans and millions of SMEs to pay, preserve hard-earned income, participate in global trade, and purchase goods and services at home and abroad. We have built a multicurrency, cloud-based payments and financial services engine that leverages multiple business services built on the same best-in-class infrastructure to serve the ecosystem through three businesses Paga Engine (Enterprise B2B - ); Paga (Consumer - ); and Doroki (SME Retail - ). Paga has three licenses with the Central Bank of Nigeria mobile money, international remittance, and a microfinance bank.Paga is headquartered out of the United Kingdom and has operating entities in Nigeria, United States, and Ethiopia. Founded in 2009, Paga now serves millions of users and businesses across Africa and beyond. ABOUT THE ROLE The Business Development Manager (Partnerships & Expansion) will be responsible for driving new partnership acquisition and expanding Paga Remits footprint across key remittance corridors, including Nigeria, the UK, Asia, and the EU.This role is focused on originating and closing new business opportunities, onboarding strategic IMTOs, FinTech's, aggregators, and financial institutions, and driving inbound FX flows and revenue growth. The ideal candidate is a hunter with strong commercial acumen, capable of identifying high-value opportunities, leading end-to-end sales cycles, and positioning Paga Remit as a preferred partner for cross-border remittance into Nigeria. PRIMARY RESPONSIBILITIES • Identify, target, and acquire new remittance and FX partners across key global corridors, • Build and manage a robust sales pipeline of IMTOs, fintechs, aggregators, and financial institutions, • Lead end-to-end deal execution from prospecting to contract signing and onboarding, • Drive revenue growth and inbound FX inflows through new partnerships, • Develop and execute market entry and corridor expansion strategies, • Conduct commercial negotiations, including pricing, FX margins, and settlement terms, • Collaborate with Product, Compliance, and Operations teams to onboard partners successfully, • Represent Paga Remit in industry events, conferences, and partner meetings, • Track sales performance, pipeline progress, and conversion metrics KEY COMPETENCIES • Strong sales and business development (hunter mindset), • Commercial and revenue-driven thinking, • Negotiation and deal-closing ability, • Relationship building and influencing skills, • Market intelligence and opportunity identification, • Execution speed and ownership, • Cross-functional collaboration KNOWLEDGE AND SKILL REQUIREMENTS • 4+ years experience in Business Development, Sales, or Partnerships, • Experience in remittance, fintech, payments, or banking preferred, • Proven track record of closing deals and driving revenue growth, • Exposure to cross-border payments or international markets, • Strong communication, negotiation, and stakeholder management skills, • Ability to operate across multiple geographies and cultures Click on this link apply for this job. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on grounds of colour, race, nationality, religion, age, ethnic origin, disability, gender, marital status, or sexual orientation in our employment practices.

Job DescriptionForward Deployed Engineer — CollectWise (YC) Location: New York City, NY (In-person/Hybrid) Base Salary: $200,000–$300,000 Equity: 0.25%–1% Visa: Open to Canadian candidates requiring sponsorship About CollectWise CollectWise is a Y Combinator-backed AI company automating debt collection, a $35B market in the United States. Their AI agents outperform human collectors by 2X at a fraction of the cost. Team of three, scaled to $1M ARR within months, raised $4M at a $60M valuation, and reached $2M ARR in under a year. Goal: $10M ARR within the next year. Role Overview High-ownership, forward-deployed engineering role focused on delivering end-to-end customer implementations. You will operate at the intersection of engineering and operations, building integrations and deploying AI systems directly into production environments. Core Responsibilities • Build and maintain custom integrations with client systems, • Configure and deploy AI agents including prompts, workflows, and data pipelines, • Develop backend systems to support client implementations, • Translate customer requirements into clear technical specifications, • Build internal tools to improve deployment speed and repeatability, • Work directly with the founder and customers on implementationRequirements, • Strong full-stack engineering background in JavaScript or TypeScript, • Experience shipping production products in startup environments or through meaningful independent projects, • Strong communication skills and ability to work directly with customers, • Ability to operate independently and execute quickly in ambiguous environmentsNice to Have, • Experience with Node.js, React, AWS, SQL, and LLM-based systems, • Background from a top university, • Experience in investment banking or consulting transitioning into engineering

Job DescriptionLocation / Work model / Industry / Compensation • Location: New York, NY, • Work model: Onsite, full-time (in office), • Industry: Education technology, data infrastructure, • Compensation: $150,000–$200,000 base salary + equity About the Company Our partner is a seed-stage, venture-backed education technology company building a data-driven platform in the college admissions ecosystem. The team is small, highly ambitious, and scaling quickly as their data volume grows at an exceptional rate—creating an opportunity for a strong operator to help bring structure, speed, and execution discipline to the business. The Opportunity Our partner is hiring a Chief of Staff to work directly with the CEO and own critical initiatives across the company. This is a high-impact, high-trust role for someone who thrives in ambiguity and wants meaningful responsibility early—helping drive hiring, operating cadence, cross-functional execution, and special projects across the hardest problems in the business. Over time, this role has the potential to grow into broader operational leadership (e.g., COO-type scope) as the team scales. Responsibilities • Serve as the CEO’s right-hand partner to drive execution on the company’s most important priorities, • Own and scale core “Chief of Staff” functions, with room to expand scope as the company grows, • Lead and support hiring, recruiting, and talent initiatives, helping build the team as the company scales, • Act as liaison with external partners (e.g., legal counsel, advisors, vendors), • Operate as a “SWAT team” for the hardest cross-functional business problems—identify the issue, structure the plan, drive outcomes, • Partner closely with the product team and help lead cross-functional initiatives that shape what gets built and why, • Build operating rhythms, ownership, and accountability across a flat organization; help manage output and execution, • Support key strategic workstreams where needed, including fundraising-related and market-facing initiatives Requirements • 2+ years of experience in a highly analytical / execution-oriented environment (e.g., consulting, investment banking, private equity, finance, business operations), • Strong preference for candidates with startup experience (or demonstrated ability to operate in fast-moving, resource-constrained environments), • Working fluency with the VC/fundraising ecosystem (no need for hand-holding on the basics), • Exceptional communication skills—clear, concise, and highly professional, • High ownership, urgency, and bias-to-action; comfortable building structure where none exists, • Ability to manage and coordinate work across multiple stakeholders; comfortable with direct reports as the team grows, • Comfortable working onsite in NYC; some travel a few times per year, • Authorized to work in the United States (no visa sponsorship available)

Job Description Junior Event Producer RTM Business Group Hybrid in NY, NJ, CT or Remote in CA, FL, TX, PA, GA, OH, IN, SC Full-time 51-200 employees · Market Research Originally posted December 2025; this is a 100% hybrid or remote, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite. RTM is focused on maintaining an inclusive & collaborative culture. Our leadership team is composed of members who started and grew within the company, and we are excited to continue that growth into 2025 and beyond. About the Role: RTM is looking for a Junior Event Producer exclusively focused on our K-12 programs. The ideal candidate will have experience running at least 1 program in the B2B conferences/events space and has an excellent understanding of what is required to run a successful event. They will report into a Production Manager and collaborate with other Producers on the team to create a seamless event experience. This role is Hybrid/Remote in NY, NJ and CT with 2 days a week in the office or remote in CA, FL, TX, PA, GA, OH and IN. Responsibilities: • Research and create compelling content for conferences with industry experts and internal teams, • Identify and contact delegates for speaking engagements, • Create detailed programs with multiple sessions, key-note speakers and curated content, • Update conference agendas and digital assets, • Maintain all internal databases with updated information for each event, • Negotiate speaker expenses within the budgetary guidelines and ensure accuracy with the operations team, • Ensure smooth on-site execution in regards to speakers, session timings, and any technical/logistical needs, • Collaborate with the operations team around all Event Operating Cadences ensuring seamless preparation for on-site success, • Bachelor's degree, • Background in B2B event production, • Sales / Prospecting experience to C-level executives, • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy, • Must be proactive and have the ability to work under pressure, • Balance and prioritize multiple deadlines at once, • Exceptional follow-up and follow-through skills, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for lateral and vertical movement within the company, inter/intra departmentally Salary $50,000 - $55,000 base + bonuses/incentives/uncapped commission Year one total compensation expectations: $65,000 - $70,000 RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job Description The Problem Severe mental illness affects over 15 million adults in the United States. Schizophrenia. Schizoaffective disorder. Bipolar I. Treatment-resistant depression. These are the conditions the rest of healthcare has systematically failed to build for. What makes this problem different from most of healthcare is that the tools to solve it do not exist. The clinical protocols, the measurement science, the precision medicine, the technology to deliver coordinated longitudinal outpatient care for this population. None of it has been built. This is a frontier problem, and it requires frontier science and care delivery to solve. We are developing all of it. The care, the science, the technology. Who We Are Amae Health is a Series B, venture-backed Public Benefit Corporation delivering specialty outpatient care for people with severe mental illness through high-acuity, in-person clinics nationwide. Our integrated model brings psychiatry, therapy, primary care, dietitians, and community support together under one roof. Leading health systems—including NewYork-Presbyterian, Cedars-Sinai, Mass General Brigham, Novant Health, and CommonSpirit—partner with us to expand this level of care. Alongside care delivery, we are building the science and technology the field has long lacked—proprietary clinical protocols, novel measurement, and an AI-driven data platform designed for severe mental illness. The impact: fewer hospitalizations, greater stability, and more people living meaningful lives in their communities. The Team We are clinicians, operators, technologists, and scientists who chose Amae because the problem is hard and the stakes are real. We are not interested in incremental improvements to a broken system—we are redefining it. Our teams work cross-functionally because the work demands it. The psychiatrist informs the product roadmap. Engineers understand the clinical complexity their technology must solve. Researchers sit alongside the operators running the clinics their work measures. Every function—finance, product, people, growth, technology—exists to serve one goal: better outcomes for the people we care for. This role reports directly to Sonia Garcia, Co-Founder and Chief Growth Officer; one of the core architects of Amae's partnerships strategy, payer relationships, and commercial expansion. You will work shoulder-to-shoulder with Sonia and the broader leadership team on the work that drives Amae's growth. The Role We're hiring a Founder Associate to work directly with our co-founder, Sonia Garcia, and the growth team. This is a high-ownership role at the center of how Amae grows — from shaping partnerships to helping close them. You will own key parts of our growth engine: building and driving the partnerships pipeline, driving health plan and health system BD, leading outreach, developing strategic materials, and helping land new health system and value-based care agreements. You'll work across the full commercial lifecycle — from first touch to signed contract — with visibility into every lever of growth. We're looking for someone early in their career with a high ceiling — sharp, organized, low ego, and motivated by the mission. You may come from consulting, banking, or a fast-moving healthcare or tech company. You don't need to have done all of this before — but you should learn quickly, take ownership, and care about getting it right. We are open to considering candidates who are based in San Francisco or New York City. This role will require onsite presence in office Monday through Friday. What You'll Work On Partnerships & Business Development • Own the BD pipeline: research prospective health plan and health system partners, identify key contacts, and manage outreach from first touchpoint through to active conversation, • Prepare decks, one-pagers, and data analyses for partnership meetings; translating Amae's model and outcomes into compelling narratives for external audiences, • Coordinate due diligence, follow-up, and relationship management across the pipeline so nothing falls through the cracks, • Track and synthesize market intelligence on payer and health system trends to inform Amae's partnership strategy, • Support the development and execution of Amae's sales playbook for new market entry, • Identify and qualify new revenue opportunities, from referral partnerships to new VBC contracts, and help move them through the funnel, • Act as a thought partner and doer on high-priority projects that don't fit neatly into a box; from new market analysis to grant applications to competitive landscaping, • Help develop and refine Amae's market expansion strategy as the company scales into new geographies and new payer relationships, • Keep partnership and BD processes running smoothly: own scheduling, prep, follow-through, and accountability across all active work streams, • 3–6 years of experience in consulting, banking, growth, BD, or a fast-moving healthcare/tech environment; you've owned real work and driven things forward, • Clear, strong communicator — you write well, think in structure, and show up prepared and thoughtful in conversations, • Highly organized and reliable — you keep track of details, follow-ups, and next steps across multiple workstreams without things slipping, • Quick to learn, strong judgment — you ramp fast, ask good questions, and don't need a lot of repetition, • High ownership and follow-through — you close loops, hit deadlines, and take responsibility for outcomes, • High EQ, low ego — you're easy to work with, self-aware, and collaborative across teams and levels, • Mission-driven — you care about SMI and want your work to matter, • Comfortable with variety and pace — you can move between projects, stakeholders, and problems without losing momentum, • Prior exposure to healthcare BD, payer relationships, partner operations, or value-based care contracts, • Experience with CRM tools (HubSpot, Salesforce, or similar) and pipeline management, • Comfort with quantitative analysis, financial models, outcomes data, or similar Founder Associate roles at mission-driven startups are some of the most formative experiences available to early-career professionals. You will see the full picture of how a healthcare company grows; what it actually takes to close a health plan partnership, why some deals stall and others accelerate, how a commercial strategy gets built and rebuilt in real time. You will work directly with a co-founder who has built and closed some of the most innovative health system and VBC agreements in behavioral health. You will have access to a leadership team with decades of experience across healthcare, technology, and operations. And you will do it all in the service of patients who genuinely need someone in their corner. For the right person, this is a career-defining opportunity. We expect you to grow into more senior roles at Amae as the company scales; and we're committed to supporting that growth. Compensation & Benefits Compensation includes a base salary of $100,000 - $165,000 (based on experience) plus equity ownership, giving you a meaningful stake in Amae's growth. Total compensation includes comprehensive medical/dental/vision, unlimited PTO, parental leave, and programs built around employee well-being. We'll share specifics during the interview process. Amae Health is building the care platform, the precision medicine, and the frontier science that severe mental illness has never had. If you want to be part of creating something this hard and this important, something that has never been done, we'd like to talk. What We Value We center care in all we do. Empathy is not a brand value. It's how we make clinical decisions, build products, and treat each other. We challenge convention. The existing system is the problem. We question it, we test alternatives, and we move with urgency when something works. We take the work seriously, not ourselves. High standards and humanity are not in tension. We hold a hard bar for quality while leaving room for humor and levity. Your job isn't done until the job is done. We close gaps, we follow through, and we don't hide behind titles or org charts. We win together and fail together. We own outcomes as a team. We learn fast. We don't do blame. We hustle with humility. Speed matters. So does integrity. We assume best intent and stay grounded in the mission.

Job DescriptionAbout Us Solar Landscape is the leading commercial rooftop solar developer in the U.S. Only 4% of commercial rooftops host solar today — we’re changing that, fast. Commercial rooftop solar is the fastest, smartest way to build new clean power — delivering megawatts of generation in months, not years, and powering America’s energy and future right where it’s needed most. By turning rooftops into local power plants, we’re reshaping how — and how fast — energy gets built in the U.S. Recognized as the #1 Distributed Generation Developer by New Project Media, the #1 National Commercial Rooftop Solar Developer by Solar Power World, and winner of the U.S. Department of Energy’s Grand Prize for Clean Energy, Solar Landscape is defining the future of energy generation in America. Headquartered in Asbury Park, New Jersey, Solar Landscape has offices in Chicago, Baltimore, and New York City and operates in over a dozen states nationwide. We move fast, solve hard problems, and take our work seriously — but never ourselves. We value clear thinking, accountability, and execution. At the same time, we’re collaborative by default, and believe the best work happens when people enjoy working together. Our team is made up of smart, grounded people who show up for each other — whether that’s troubleshooting a system design or catching up over lunch. If you’re looking to do meaningful work in a high-performance environment — and be part of the team reshaping how energy gets built in the U.S. — we’d love to meet you. About The Role Solar Landscape is hiring a senior leader to sit at the center of enterprise decision-making—owning the analytical frameworks, planning processes, and strategic insights that guide how the company grows, invests, and allocates capital. This role operates at the intersection of finance, strategy, and operations. You will partner directly with executive leadership and cross-functional teams to evaluate growth opportunities, shape capital deployment decisions, and build the systems that translate a rapidly scaling business into clear, actionable insight. This is a highly visible role for someone who thrives in ambiguity, enjoys solving complex, unstructured problems, and can connect detailed analysis to real-world business outcomes. You’ll work across development, operations, structured finance, and capital markets to ensure the company is making the right decisions—quickly and with conviction. This role is based in the Northeast. Time in office is not required but strongly preferred. Responsibilities Enterprise Planning & Strategy • Co-own the company’s enterprise financial and operating model, translating business strategy into a dynamic, driver-based view of growth, capital needs, and returns, • Lead scenario planning across key variables (deployment pace, capital markets, project timelines, working capital) to inform executive decisions, • Partner with Development, Operations, Value Management, and Structured Finance to evaluate investments across new markets, projects, and new business lines, • Develop a forward-looking view of liquidity, corporate capital requirements, and investment pacing under multiple growth scenarios, • Build and evolve a “single source of truth” for project and portfolio performance, linking operational execution to value creation and cash outcomes, • Define and track KPIs that matter across cost efficiency, productivity, and returns to guide leadership decisions, • Translate complex analyses into clear, concise recommendations for executive leadership and the board, • Prepare high-impact materials including investment memos, strategic pre-reads, and performance narratives, • Support strategic financing initiatives, including corporate debt raises, corporate capital structure optimization, and commercial lender engagement, • Partner cross-functionally to position the business effectively with corporate capital providers, • Lead or support high-priority, cross-functional initiatives such as new market entry, organizational scaling, and major investments, • Bring structure to ambiguous problems and drive them through to actionable outcomes, • Support strategic decisions that impact financial reporting and company-wide positioning to external markets, • Evaluate internal corporate finance processes to optimize the business for scaled growth Qualifications, • 6+ years of experience in consulting, investment banking, or finance-related positions in industry with exposure to energy or infrastructure, • Strong analytical toolkit with experience building models, structuring ambiguous problems, and translating analysis into decisions, • Demonstrated ability to operate in fast-paced, high-growth environments with significant ambiguity, • Experience working on strategy, transactions, or operational improvement initiatives, • Excellent communication skills, with the ability to influence senior stakeholders and present complex ideas clearly Salary will vary depending on your location and job-related skills and experience. This is an incentive-based position with the potential to earn more. For part-time roles, your compensation will be adjusted to reflect your hours.Benefits and Perks We offer competitive compensation and benefits designed to support you inside and outside of work: · Training / Professional development opportunities · 401(k) with 4% company match· Summer Fridays· Flexible remote/hybrid work options· Paid parental leave· Team lunches, events, and stocked kitchens· Modern, collaborative office spaces in Asbury Park, New York City, Boston, Chicago, and Baltimore· Medical, dental, and vision coverage· Company-paid life and long-term disability insurance We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout Clarion The hardest part of healthcare shouldn’t be getting an appointment. Today, medical staff drown in backlogs of calls, faxes, and scheduling requests. Patients struggle to get the right care at the right time, staff members burn out, and clinics lose billions in revenue. This isn’t a failure of care - it’s a failure of capacity. Clarion exists to solve this problem at scale. Our AI agents handle the patient journey from end-to-end; from scheduling and rescheduling appointments, to managing referrals and prescription refills. Our AI performs complex workflows with a human-like touch that patients love. We’ve raised $5.5M from Accel, Y Combinator, and Sequoia (Scout), along with founders from Ophelia, Medallion, and Counsel Health. We’re an in-person team based in New York City, moving quickly to ensure every patient gets the care they need. Why Join Us? * Solving a real-world challenge: We’re addressing a critical problem that affects millions of patients and providers daily. Our AI agents outperform human schedulers and restore the time needed to focus on patients. * Early-stage with strong market validation: We’ve seen 10x revenue growth in the last year alone. We handle millions of interactions for customers ranging from virtual care clinics to a $5B health insurance company. * Founding team: Our co-founders bring a deep understanding of the healthcare landscape. Our CEO is a Stanford/Harvard-trained physician and clinical ops leader (Two Chairs, Ophelia), and our CTO is an ex-Amazon Alexa engineer who led AI/ML teams at Salesforce. * Outsized early impact: You'll be joining at an early stage where your contributions shape our company's trajectory, processes, and culture, with significant influence on how we grow. * In-person collaboration advantage: We've built in-person since day one and maintain this as a strategic advantage. We move faster, build stronger bonds, and create a cohesive culture. What You'll Be Working On * Serving as the CEO's right hand to drive priority initiatives, track progress against goals, and identify operational bottlenecks * Managing our AI agent deployment pipeline from initial customer onboarding through ongoing optimization * Building and documenting scalable processes for customer implementation, quality assurance, and ongoing support * Creating dashboards to track key metrics across customer success, AI agent performance, and business operations * Managing vendor relationships and evaluating new tools to support our growing operations Requirements * 2-4 years of experience in consulting, investment banking, business operations, or high-growth startups * Clear communicator who builds trust easily with healthcare customers and team members * Experience managing projects from start to finish and coordinating across different areas * Good with numbers and able to spot trends that help guide business decisions * Excited to work in-person at our NYC office You are a good fit if * You're highly organized and can balance multiple strategic initiatives while maintaining a clear view of company priorities * You're proactive about identifying both risks and growth opportunities across the business * You're comfortable working in a fast-paced environment and can adapt your approach as company needs evolve * You're naturally curious about healthcare workflows and passionate about improving them with technology * You take ownership of outcomes and measure your success by company and customer metrics What we offer * Direct mentorship: Work closely with our founding team and experienced leaders who will invest in your professional development * Meaningful equity: Early employee stock options with significant ownership potential * Comprehensive benefits: 100% covered healthcare, flexible time off, commuter benefits, weekly team lunches * Team culture: Quarterly retreats and monthly team events that build genuine connections in our close-knit NYC team * Impact at scale: Work that builds the infrastructure to help millions of patients access care Interview Process At each stage, we decide within 24hrs and update you shortly after: * First Chat (15min) [Virtual]: A casual conversation about the role and your experience to see if there's a good initial fit. * Experience Deep Dive (45min) [Virtual]: We'll explore your operational experience, how you've managed complex projects, and your approach to building scalable processes. * Team Day (Half-day) [In-Person]: Visit our New York office to meet with co-founders, team members, and potential collaborators. You'll work through operational scenarios, discuss strategy, and get a sense of our company culture and working environment. If you're ready to transform how millions of patients connect with their healthcare providers, we'd love to hear from you. Compensation Range: $100K - $150K

Job Description Epic Cupid Certified Analyst Contract | Hybrid – MUST TRAVEL | Immediate Start End Client Location: New York $75–$85/hr W2 – TOP OF MARKET IMMEDIATE START ✈️ Travel Required (a few days a month) We are urgently seeking a Certified Epic Cupid Analyst to support a high‐visibility initiative. This is a hybrid role requiring travel, hands‐on Epic experience, and strong application build and support skills. Candidates must be Cupid certified and ready to start immediately. Requirements – MUST HAVES • Epic Cupid Certification – REQUIRED, • Strong hands‐on Epic build, support, troubleshooting, testing, and optimization, • Experience working as an Epic Analyst in a healthcare environment, • Ability to travel and work in a hybrid on‐site/remote model, • Comfortable using own equipment, • Able to start IMMEDIATELY Responsibilities • Perform Epic Cupid application build and configuration, • Provide ongoing support, troubleshooting, and testing, • Partner with clinical and IT stakeholders to support workflows, • Support system optimization and project initiatives, • Participate in go‐live and post‐go‐live activities as needed Engagement Details • Start Date: IMMEDIATE, • Duration: Through June 30, 2026, • Extension: Very likely, • Work Model: Hybrid – MUST TRAVEL A FEW DAYS PER MONTH, • Equipment: Candidate must use their own equipment, • Pay Rate: $75–$80/hr W2 Company DescriptionStaffing Technologies has 20+ Years of IT Staffing and Consulting Experience. Headquartered in Overland, KS, we have 9 Offices Nationwide and have 3 Global Delivery locations. Saicon, our Parent Company, specializes in and has rich experience filling various type of job roles (Both IT & Non IT) in Retail, Consumer Products and Brands, Insurance, Logistics and Travel, Banking and Financials, Manufacturing, Healthcare, and Life Sciences, Telecom, Media & Entertainment, Professional Services, Government and Public Sector.Staffing Technologies has 20+ Years of IT Staffing and Consulting Experience. Headquartered in Overland, KS, we have 9 Offices Nationwide and have 3 Global Delivery locations. Saicon, our Parent Company, specializes in and has rich experience filling various type of job roles (Both IT & Non IT) in Retail, Consumer Products and Brands, Insurance, Logistics and Travel, Banking and Financials, Manufacturing, Healthcare, and Life Sciences, Telecom, Media & Entertainment, Professional Services, Government and Public Sector.

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About Monstro Monstro is building the AI operating system for governed financial intelligence and is transitioning from stealth to active market presence. We are seeking a Content Manager to own the voice of the brand across every written channel—from technical thought leadership and flagship research to press, podcasts, and pipeline-driving messaging. This is a high-output, high-stakes role. The audience is the C-suite of global financial institutions. The standard is technical authority paired with peer-level intimacy. You are not producing content for content's sake—every piece you write is designed to make Monstro unavoidable to the banks we are targeting and to convert that awareness into meetings. What You'll Own • SME content across LinkedIn and the blog, ghostwriting for executives and subject matter experts across AI, banking, governance, and technology pillars, • The flagship research reports, from structure and narrative through to final copy, • Email messaging and outreach copy that feeds directly into the pipeline engine, converting content interest into booked meetings, • Deck and website copy across persona-specific and campaign-driven mediums PR and press materials including pitches, press releases, and briefing documents for outlets including WSJ, FT, Bloomberg, and The Banker Podcast and media preparation, including talking points, briefing notes, and guest outreach copy, • Editorial calendar ownership, ensuring consistent, sequenced output across all channelsWhat We're Looking For, • 4 - 7 years of content, communications, or editorial experience, ideally in B2B, fintech, or financial services, • A writer who can operate at two registers simultaneously: technically credible to a CTO and commercially compelling to a CFO, • Experience ghostwriting for executives or senior subject matter experts, • Proven ability to produce high volumes of quality output without sacrificing depth or precision, • Familiarity with how content functions within a demand generation or pipeline context, not just as a brand exercise, • Experience writing for or about regulated industries, AI, or institutional finance Background in PR or media relations, • Familiarity with AEO and SEO in an authority-first content context Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45. *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job Description A leading global investment bank is seeking a Vice President to join its Business Services Group, focused on the Environmental and Facilities Services sector. The firm is widely recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments, with deep industry expertise and broad international reach. Its Corporate Finance platform was ranked the No. 1 investment bank for all global M&A transactions by LSEG in 2025. The Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructuring services to public and private companies across the Environmental and Facilities Services sector. The team maintains deep, senior-level relationships with major strategic and financial buyers and is widely recognized as a leading M&A advisor in the space. The Role As a Vice President, you will be the day-to-day "quarterback" on live transactions, managing all aspects of the M&A process from pitch through close. You will lead junior team members, interface directly with clients and their advisors, and play a central role in new business generation. Key Responsibilities • Manage all aspects of transaction processes, serving as the primary day-to-day lead on live deals, • Oversee the development and delivery of marketing pitches, confidential information presentations, management presentations, and other client-facing materials, • Direct historical and projected financial analyses, valuation work, and ad hoc analytical projects, • Coordinate and perform business due diligence and execute M&A transactions end-to-end, • Build and maintain direct relationships with clients, prospective clients, and professional advisors, • Support new business generation, including pitch development and client relationship maintenance, • Supervise, mentor, and develop junior staff members (Associates and Analysts)Basic Qualifications, • 5+ years of relevant investment banking experience, • Advanced knowledge of accounting, finance, and valuation methodologies, • Undergraduate degree with an exemplary academic record from an accredited institution, • Strong analytical, quantitative, and technical abilitiesPreferred Qualifications, • Hands-on M&A execution experience across multiple transaction types, • Extensive operational financial modeling and valuation experience, • Excellent verbal and written communication skills, • Strong public speaking and presentation capabilities, • Proven ability to manage multiple project deliverables simultaneously in a fast-paced environment, • Prior sector exposure to Environmental and Facilities Services, Business Services, or adjacent industrial end markets is a plus but not required, • US Citizen or equivalentCompensation, • Base salary: $250,000, • Eligible for discretionary incentive compensation

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 Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU. Your Role Overview: Associate position has two main roles as below. Syndication (Origination and Distribution): Responsible for support, coordination, execution and assisting all phases of the loan syndication process including origination, distribution, and execution of syndicated loan financings with a focus on financing mandates in GBU. Collaborates with other departments for loan origination, distribution, and execution to secure financing mandates from investors. Agency: Responsible for deal processing, internal control, agency function and regulatory compliance. Your Duties and Responsibilities: Syndication (Origination and Distribution): • Continuously monitors market trends to identify active participants, prevailing market terms and pricing, market depth, and other factors influencing lending and underwriting decisions., • Supports and assists clients on market status, optimal structures, and syndication strategies for best execution in the syndicated loan capital markets., • Collaborates with other departments to develop market-based structures and innovative capital raising solutions., • Builds and maintains relationships with other banks and non-bank institutions to gather market intelligence during the origination process and assesses market capacity during syndication., • Works closely with other departments to originate syndicated loan mandates and execute transactions once mandated., • Collaborate with the Distribution and Agency team and assists originators in managing deal teams during new deal origination and execution., • Performs other duties and responsibilities as assigned by management. Agency: • Executes and perform necessary agent functions, including communicating with customers and other lenders for loan servicing and distribution of documents., • Acts as primary point of contact with external borrowers and/or lenders in relation to loan agency & administration function., • 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., • 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 related field with internship up to 5 years of related experience., • 2+ years of Loan Agency and Administration 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

UHNW Private Banker - Managing Director. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.

UHNW Private Banker - Managing Director. Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.

As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. If you are customer-focused, enjoy

Job Description Who we are Navatar Group is the only Salesforce based Product dedicated to Private Markets (Private Equity, Corporate M&A, and Investment Banking). We are relentless in our efforts to re-define what best-in-class CRM is for the markets we serve. Navatar Group Sales function strives for excellence, takes its employees sales skills to the next level, and rewards its top performers as well as anyone in the Software Industry. For any Sales Professional looking to learn and make the top 10% in this field... Navatar Group is the place for you! What you’ll be doing Navatar Group is seeking an exceptional Account Executive to manage and rapidly expand our footprint within the Private Equity market across North America. The Account Executive will be responsible for positioning our best-in-class, #1 ranked product offering from beginning to close. You will be responsible for… · Developing an effective Business Development Strategy to ensure Territory has effective coverage · Devise a working pastern and cadence that will produce consistent results · Ensuring that prospects receive the #1 buying experience in the market · Assessing customer needs and making the best recommendation in the market · Guiding and controlling an experienced and highly talented Team around you to deliver the best results for prospects · Delivering a strong value proposition via Product Demonstrations that engages customers and gains their confidence in you · Managing and accurately forecasting a large set of opportunities, both in active and sales nurturing pipeline What we need · Full Time role, with ability to work hours dictated by Territory (entire North America) · Based in our expanding FiDi New York Office What skills & experience you’ll bring to us · Strong Organizational skills to manage a large territory with thousands of targets · Effective research skills utilizing a variety of data sources to prepare and structure effectively for prospect calls/demonstrations · Positive, engaging, and coherent verbal communication skills that grab attention during sales engagement · Acute active listening skills to identify pain points and ensure conversation is 100% customer focused · Calm, yet authoritative objection handling ability during sales engagement · Steely determination to be the #1 player in this space! Company DescriptionNavatar Group is the only Salesforce based Product dedicated to Private Markets (Private Equity, Corporate M&A, and Investment Banking). We are relentless in our efforts to re-define what best-in-class CRM is for the markets we serve. Navatar Group Sales function strives for excellence, takes its employees sales skills to the next level, and rewards its top performers as well as anyone in the Software Industry.Navatar Group is the only Salesforce based Product dedicated to Private Markets (Private Equity, Corporate M&A, and Investment Banking). We are relentless in our efforts to re-define what best-in-class CRM is for the markets we serve.\r\n\r\nNavatar Group Sales function strives for excellence, takes its employees sales skills to the next level, and rewards its top performers as well as anyone in the Software Industry.

Job DescriptionSalary: *THIS ROLE IS HYBRID (3 DAYS IN THE OFFICE, 2 DAYS FROM HOME) About Windcave: Founded in 1999 in New Zealand, Windcave has consistently led the way in the innovation of payment technology. Today, our global footprint extends across 40+ countries, supported by a dedicated team of over 400+ experts. We process billions of transactions annually, providing businesses with a comprehensive payment solution through a singleprovider. Our approach continuously sets new industry benchmarks and reflects our commitment to leading the market with self-developed, cutting-edge technologies. We support a wide range of industries, including retail, finance, hospitality, and more, with operations all over the globe. About the role At Windcave Limited, we are seeking an experienced Risk Manager to join our team in our Lexington Ave, New York office. This is a full-time role and you will be responsible for managing and mitigating the various risks that our organization faces, ensuring we remain compliant and secure within the Banking & Financial Services industry. What you'll be doing • Identify, assess, and monitor key risks across the organization, including financial, operational, regulatory, and reputational risks, • Develop and implement effective risk management strategies and policies to minimize the impact of risks, • Conduct regular risk assessments and provide comprehensive reports to senior management, • Ensure the organization remains compliant with all relevant laws, regulations, and industry standards, • Collaborate cross-functionally to embed a strong risk management culture throughout the business, • Stay up to date with industry trends and best practices in risk management, • Provide expert advice and guidance to support strategic decision-making, • Manage and mentor a team of risk professionals What we're looking for • Significant experience (8+ years) in a similar risk management role, preferably within the Banking & Financial Services industry, • Strong knowledge of financial services regulations, compliance frameworks, and industry best practices, • Proficiency in risk assessment, analysis, and mitigation techniques, • Excellent communication and stakeholder management skills to work effectively with senior leaders, • Proven ability to build and lead high-performing teams, • Strong analytical and problem-solving skills, • Tertiary qualification in a relevant field (e.g., finance, accounting, risk management), • Legal right to work in the United States (no sponsorship) What we offer • Competitive salary with benefits including Medical, Dental, Vision, Life, and matching 401K, • A gateway to a promising and long-term career in one of the fastest growing payment solutions provider, • An opportunity to work with a global company with top notch solutions in a competitive market Salary is $135,000 USD per annum Can be negotiable depending on experience

Job Description The Company: Headquartered in New Zealand, Windcave is a high-growth, innovative, global leader in payment technology delivering a range of secure solutions to major corporate, banking and SME clients globally. Processing over US$90 Billion worth of transactions per year, we are one of the largest integrated POS terminal and e-commerce switching providers in Asia Pacific. With an impressive global presence, we have offices in New Zealand, USA, UK, and Australia. The Role: We are looking for motivated Sales Executives to join the Windcave Sales team in New York. The role is focused on developing lasting relationships with new and existing clients. The emphasis for this role is on Sales, Regional Sales Development, Project Management, and Customer Service. The role is based in New York City. Kindly consider the commute before applying. We currently have a hybrid work policy offering 2 work-from-home days and 3 days in the office. Key responsibilities include: • Cold calling to inquire potential leads, • Provide responsive assistance on commercial queries, • Inform and educate customers about products and features, • Upsell/cross-sell new services to existing customers, • Support and collaborate with cross-functional teams The role will suit entry-level candidates and recent graduates who share an interest in the Payment/ Finance Technology sector. You will be enthusiastic about representing a high-growth and market leading organisation and will be motivated to achieve goals. You will also have: • Legal right to work in the United States (no sponsorship);, • Bachelor’s degree from a four year US-accredited university;, • Excellent written and verbal communications skills, • Organisational skills and flexibility to manage both field sales and working with the internal team, • Good communication and relationship-building skills to build trust and connection, • Intermediate level knowledge with Microsoft Office tools (Word, Excel, CRM, PowerPoint), • Fit for purpose training provided upon start and before you get on calls to set you up for success, • Competitive salary with benefits including Medical, Dental, Vision, Life, and matching 401K

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Senior Director of GTM Sales Enablement will report to and directly support the Chief Revenue Officer and oversee all training, internal communications, change management and employee experience initiatives for go-to-market teams at Charlie Health. This role will manage a team and work closely with cross-functional leaders in order to understand the needs of and build tailored programming for Outreach, Partnerships, Admissions, Clinical Admissions, and Care Experience teams at Charlie Health. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $154,000 and $200,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $193,000 and $250,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Junior Investment Analyst (Buy-Side) Type: Contract Compensation: $105/hour Location: Remote Commitment: 10–20 hours/week Role Responsibilities • Conduct equity and macroeconomic research across sectors to support AI model training., • Build and interpret financial models (DCF, comps, scenario analysis) to enhance AI reasoning., • Analyze earnings reports, filings, and market data for improved model outputs., • Assist in generating investment theses and risk assessments to refine AI-generated outputs., • Evaluate AI-generated outputs for financial accuracy and reasoning quality. Must-Have • 1–3 years of experience in investment banking, equity research, or buy-side roles., • Strong understanding of financial statements and valuation techniques., • Proficiency in Excel; familiarity with financial modeling., • Clear written and verbal communication skills., • CFA Level I/II candidate., • Exposure to public equities or asset management., • Upload resume, • AI interview based on your resume

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Junior Investment Analyst (Buy-Side) Type: Contract Compensation: $105/hour Location: Remote Commitment: 10–20 hours/week Role Responsibilities • Conduct equity and macroeconomic research across sectors to support AI model training., • Build and interpret financial models (DCF, comps, scenario analysis) to enhance AI reasoning., • Analyze earnings reports, filings, and market data for improved model outputs., • Assist in generating investment theses and risk assessments to refine AI-generated outputs., • Evaluate AI-generated outputs for financial accuracy and reasoning quality. Must-Have • 1–3 years of experience in investment banking, equity research, or buy-side roles., • Strong understanding of financial statements and valuation techniques., • Proficiency in Excel; familiarity with financial modeling., • Clear written and verbal communication skills., • CFA Level I/II candidate., • Exposure to public equities or asset management., • Upload resume, • AI interview based on your resume

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co., a leading investment banking firm, is accepting applicants for a full-time Vice President position in our Equity Capital Markets group based in New York City. The Vice President is expected to project manage strategic assignments assisting clients with public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion. Be a coach to junior bankers and build relationships with clients. Qualifications: • Strong transaction history – Capital Markets experience preferred; M&A experience to be considered., • Ability to lead transaction execution teams., • High degree of comfort interacting with senior executives., • Strong financial modeling ability and Microsoft Office expertise., • Excellent verbal and written communication skills., • Superior work ethic and teamwork skills., • Good judgment and ability to exercise discretion when handling confidential information., • Ability to perform in both team and self-directed settings., • MBA with at least 3 years of capital markets experience or undergraduate degree with a minimum of 6 years capital markets experience., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will be required upon hiring.In this role you will:, • Lead the day-to-day execution of transactions (Public Offerings / Private Placements), including preparing and reviewing company marketing documents and reviewing financial models, managing marketing and coordinating due diligence, analyzing financing alternatives and negotiating documentation., • Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc., • Assist senior bankers in the business development efforts., • Contribute to revenue targets for deal teams through relationship development and identifying deal opportunities for the firm., • Manage, train and develop Associates and Analysts on the team.

Job Description Ability to work 3 days a week in our NYC office preferred. This position does not offer visa sponsorship now or in the future. Pinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Credit Karma, Amex, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. We're hiring a world-class Engineer Pinwheel is looking for a creative product-focused engineer that craves autonomy and impact in their role to work across Pinwheel's entire customer-facing stack. Product Engineering is at the heart of what we do here, and this role will help select and lead impactful projects that touch the surfaces our customers use every day. You'll work on a nimble team, working directly with cross-functional stakeholders across Engineering, Product, and Design, to execute this mission-critical work. You'll focus mostly on front-end engineering work (web app development and mobile SDK development), with some supporting back-end engineering work as well. Finally, you'll join a team known for high-velocity, high-quality output and contribute to leveling up that team through mentorship and continuous improvement of our processes and standards. What will you do? • Deeply understand our customer needs and design systems to meet them, • Architect and develop frontend experiences used by every Pinwheel customer, partner, and user, • Maintain and improve our admin and customer web applications, as well as our best-in-class web and mobile SDKs, • Support (and at times lead) the development of new products in the Pinwheel ecosystem, balancing high product velocity with quality and reliability, • Contribute to iterative technical quality: we pay down tech debt while we're working on new projects and expect you to be a leader in the responsible pay-down of tech debt, • Create and improve tooling, processes, and engineering standards across the team, • Mentor engineers and help the team growWhat qualifications are necessary?, • 5+ years of experience building and maintaining front-end or full-stack applications: data modeling, application logic, and user experience, • Prior experience working at an early-stage startup or small tech company, • Deep expertise with modern frontend web frameworks (React, Vue, etc.), • Experience working with modern back-end languages/frameworks (e.g. FastAPI, Django, Rails, Gin), • Prior experience working on mobile apps or libraries is a big plus, • Played key implementation roles in projects with multiple teams and engineers, • Desire to learn new systems and technology as our business evolves, • Ability to design systems and evaluate the tradeoffs in scalability, reliability, performance, and maintainability, • Passion for working closely with customers Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build something revolutionary - Help build the products on the bleeding edge of financial services! Belong - Join a community that is passionate and relentless about building fairer financial systems for all. Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Flexible PTO policy that prioritizes recharge and balance, • Paid parental leave, • 401K for retirement planning, • Mentorship opportunities, • Free Citibike membership The expected cash salary range for this role is $160,000 - $190,000 base. Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Company Information Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to remote candidates based in the United States and able to travel as needed. About the Role We are seeking an experienced and visionary General Manager to lead and grow our Commercial Banking Line of Business overseeing all aspects of business performance, strategic direction, client engagement, and operational excellence. This role carries full P&L responsibility and is accountable for both in-year performance and long-term value creation through sustainable recurring revenue growth. As General Manager, you will define the long-term vision for the line of business while also working cross-functionally to drive an immediate impact through exceptional product delivery, product alignment, and consultative selling. You will collaborate with senior leaders across sales, advisory, product management, engineering, and product delivery teams to execute growth strategies and scale our decision intelligence solutions. You will have a compact, nimble team reporting directly to you while leveraging vast resources in centers of excellence throughout the company. You will also play a critical role in shaping the company’s presence in the market through the development of thought leadership and through high-impact client relationships. This is a rare opportunity to operate with the autonomy of an entrepreneur while having the support of a deeply experienced, high-performing team. If you’re a strategic thinker, commercial operator, and builder at heart, this role offers the platform to lead a line of business with clear market momentum and significant upside. Responsibilities Business Ownership & Growth • Own full P&L and drive performance against revenue, margin, and growth targets, • Define and execute a multi-year strategic plan aligned with company goals, • Identify and pursue new growth opportunities across advisory, data, and software offerings, • Serve as a trusted advisor to senior client stakeholders, guiding strategic decision-making, • Develop and share market insights through white papers, webinars, podcasts, and industry events, • Drive quality, innovation, and value realization across products, • Maintain a high-touch engagement model with routine senior-level client interaction, • Build, mentor, and lead a high-performing, multidisciplinary team, • Foster a culture of excellence, innovation, and continuous improvement, • 10+ years of experience in financial services, consulting, or enterprise SaaS, with proven business leadership responsibility, • Strong track record of P&L ownership and driving ARR or recurring revenue growth, • Deep subject matter expertise in Wealth, Consumer, Business, Digital, and/or Finance preferred, • Demonstrated success in consultative selling and strategic client relationship management, • Excellent communicator with strong written, verbal, and presentation skills, • Experienced team leader with a track record of managing and developing high-performing teams, • Skilled in cross-functional collaboration with product, engineering, and sales teams, • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program Applying: We know that sometimes the 'perfect candidate' does not exist, and that people can be put off applying for a job if they do not meet all the requirements. If you are excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. The Role We’re hiring a Senior Product Manager to own core operational product areas at Sydecar. This role spans the experiences used by internal deal operations, accounting, legal, and customer support teams, as well as deal leads and investors, with a focus on workflows that support deal execution, reporting, audits, document signing, and customer management. This is a high-impact role for a PM who thrives on complex systems, moves quickly with strong judgment, and wants broad ownership across critical product surfaces in a regulated environment. This is a hybrid role based in San Francisco or New York City with in-office attendance of two days per week. What You’ll Do Own High-Leverage Product Areas * In collaboration with a design and engineering team, you will own our core products and experiences for: * Deal operations for closing workflows, distributions, analytics, and other deal-related activities * Deal leads, investors, and legal teams around document management, templates and signing workflows * Compliance and support teams for customer management, vetting, audit, and other internal workflows * Manage a dedicated team roadmap by driving discussion and alignment relative to prioritization, resource allocation, and strategic goals. * Model and shape a best in class product development process, from ideation, to validation, to launch, and post-launch analysis. * Strengthen your understanding of the fintech industry, private market landscape, and competitive trends to ensure our products remain a leader in our space. * Conduct market research and collect customer feedback to identify pain points and opportunities for future product development efforts. * Serve as a key point of contact for stakeholders, including C-suite executives and clients, by effectively communicating and aligning on product strategies, prioritization, and ensure all stakeholders understand the roadmap and its rationale. * Build products that balance accuracy, trust, and usability across complex, multi-step workflows * Treat operational and document-driven experiences as first-class product areas Drive Strategy Through Execution * Define clear product direction, priorities, and roadmaps for complex product areas * Break down ambiguous problems into clear, executable plans * Make pragmatic tradeoffs that balance speed, quality, and regulatory constraints * Deliver products that create meaningful customer and business impact Build in a Regulated Environment * Work closely with Legal, Compliance, Finance, Support, and Operations to understand requirements and constraints * Translate regulatory and operational needs into durable, user-centered product solutions * Ensure products are accurate, auditable, and trustworthy without sacrificing clarity or usability Data-Driven, Detail-Oriented Decision Making * Define success metrics and use data to guide prioritization and iteration * Maintain a high bar for detail across workflows, edge cases, and documentation * Identify opportunities to simplify and automate complex processes * Clearly document product behavior and decisions What We’re Looking For * 6+ years of product management experience, with ownership of complex or systems-heavy products * Senior-level judgment with the ability to operate independently and drive large product areas * Proven ability to deliver outsized impact by moving quickly and thoughtfully * Experience in regulated industries (capital markets, fintech, financial services, healthcare) required, with a background in private markets and alternative investments a plus * Strong systems thinker with end-to-end ownership mindset * Highly data-driven, with strong attention to detail and documentation * Creative problem solver comfortable operating in ambiguity * Experience in fast-moving or early-stage environments a plus * Experience building document management systems, legal/compliance platforms, or internal operational systems a plus * Experience with agentic AI and workflow automation a plus Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Be Committed As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity. Be Excellent We measure our success not just by what we achieve, but by how we achieve it—through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well—it's looking for ways to do them better. Be Humble Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment. Win Together Winning is no accident. It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do. Winning requires that we give extra—sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart. While excellence is a journey, winning is a destination. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $180K - $200K

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD.We're looking for:A GTM Enablement Manager who will be responsible for training our Sales and CSM teams to effectively navigate and close quick deal cycles within the private practice segment. We need a high-achieving and goal-oriented individual who will enable Nitra to deliver on an ambitious roadmap of innovative banking products.Your responsibilities will include: • Designing and delivering high-impact training programs for Sales and CSMs focused on the private practice medical vertical., • Building playbooks and sales assets to empower teams to run high-velocity, high-efficiency deal cycles with doctors and practice managers., • Conducting regular training experiments to deliver on key enablement metrics such as time-to-close, ramp time, and quota attainment., • Using surveys, customer interviews, and deep research to determine the most effective sales and retention strategies for the segment., • Developing the internal communication strategy to ensure the GTM team remains aligned on product updates and market shifts., • Working closely with stakeholders across the company to further hone messaging for our customer-facing teams.You have:, • 5+ years of Sales Enablement or GTM experience., • BA degree or equivalent practice experience., • Direct experience in sales training, customer success enablement, or similar go-to-market positions., • Background in B2B enablement, with experience in a highly regulated industry and a passion to help small to medium sized businesses succeed., • Experience working in a fast-paced environment and/or a startup., • Multiple years of experience working closely with executive-level stakeholders, demonstrating poise and professionalism.We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match, • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.The base salary range for this full-time position is $130,000 - $160,000 + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed reflect the base salary only, and do not include bonus, equity, or benefits. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description Job Description • Base salary: $235k, • Total compensation includes base salary, sales rewards & commission plan, and RSU's Leveraging your industry knowledge and sales expertise, you will identify business opportunities, develop strategic relationships, and deliver tailored solutions to meet the unique needs of BCM industry companies in North America. This role is responsible for cultivating our client's presence in the market and growing business development opportunities with new clients with whom the company has not had previous significant contact. The successful candidate must have specific experience as an individual contributor selling BPO & Advisory services in to the North America region focusing on the BCM client sectors. Responsibilities • Have Big-deal experience – the ideal candidate will have proven experience in closing deals with ACV > $2M and TCV > $ 10M selling BPO services to the BCM client industries.., • Be responsible for New Logo hunting and the sales cycle from deal origination to closure (signed contract) and successful handover to the Account Manager subsequently., • Bring an understanding of the North America BCM sector sector marketplace and competitor offerings to drive the company's growth strategy and investments., • Work closely with Industry Business Unit leads to work on targeted account strategies, agree on target logos, and pursue to deliver high value and high growth new logos., • Build a predictable pipeline of new business to generate repeatable and profitable revenues across the various Business Units, • Execute go-to market plans via targeted campaigns and other sales channels including advisors, influencers, conference attendance, industry events, etc., • Can effectively identify and translate client needs into the company service offerings. Develop an understanding of customers' business needs, matching them with the company capabilities, and developing winning proposals for the company. The person hired for this role must have solid current experience as an individual contributor selling multi – year / multi - million-dollar BPO & Advisory engagements in to Consumer Retail & CPG clients. • 8 - 10 years as an individual contributor selling new business for a BPO and / or Top 10 Advisory Consulting firm with last few recent years focused on selling into BCM clients, • Astute at identifying and qualifying leads, be able to develop strong relationships at potential client organizations and have the proven ability to convert these relationships into commercial engagements in situations where little to no previous relationship existed., • Effectively and proactively managed client's expectations, built deep client partnerships,, • Broad functional knowledge within the North American BPO & Consulting sector and able to connect with a variety of executive level stakeholders in BCM and identify their specific pain-points., • Strong sales process and operations skills (pipeline management, forecasting, budgeting, etc.), • Strategically minded and able to create a consultative and solution-minded sales environment., • High-energy style who is motivated by winning., • Demonstrated ability to work in a multicultural global environment.

Job Description ABOUT HUT 8 Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and operate some of the world's largest data centers for next-generation computing workloads, including AI, Colocation, Cloud, and Bitcoin Mining. We are proud to offer interesting and challenging opportunities for individuals who want to build teams, solve problems, and make an impact from day one. If you're an ambitious individual looking for a career that is as rewarding as it is challenging, you've come to the right place. ABOUT THE ROLE American Bitcoin Corp. (ABTC) is a publicly traded, pure-play Bitcoin company building a category-defining platform at the intersection of technology, finance, and American leadership. As the company scales in the public markets, ABTC is hiring a Head of Communications to lead its external narrative, media strategy, and public brand. This is a senior operator role with a clear path to executive leadership. The Head of Communications will own ABTC's external communications strategy and execution. This leader is responsible for shaping and maintaining a clear, credible, and consistent narrative across media, retail investor channels, and public brand surfaces. The role is focused on building durable systems and teams that scale trust and understanding over time. American Bitcoin is building a category-defining company at the intersection of technology, finance, and the future of money. This role offers the opportunity to shape how Bitcoin is understood in the public markets through a lens of discipline, credibility, and long-term value creation. The Head of Communications will help establish a trusted American Bitcoin company at scale, influencing investor understanding, media narratives, and market confidence in a space often dominated by noise. For someone motivated by building enduring companies and clarifying complex ideas, this role offers uncommon scope and real impact. Some of the responsibilities you can expect include the following: Narrative & Messaging • Develop and maintain ABTC's core external narrative and messaging framework, • Translate company strategy into clear, accessible storytelling for public audiences, • Lead proactive earned media strategy across business, financial, and technology outlets, • Manage reactive communications, issues response, and crisis preparedness, • Build communications that improve investor understanding and long-term trust, • Support awareness and liquidity through education-driven storytelling, • Manage and develop the communications function, including social media and partnerships/events, • Hire and scale internal and external resources as needed, • ABTC is clearly understood by both retail and institutional audiences, • Media coverage accurately reflects the company's strategy and positioning, • Investor awareness and engagement grow in a sustained, credible way, • Senior communications experience in public companies or capital-markets-adjacent sectors, • Strong narrative and editorial instincts paired with operational discipline, • Experience building teams and managing agencies effectively, • Comfort working closely with executive leadership, • High judgment, attention to detail, and bias toward clarity This role is remote, with frequent travel to our Headquarters in Miami, FL. We have a preference for candidates based Central Time or ET to ensure reasonable time zone overlap with the core leadership team. WHAT MAKES HUT 8 A GREAT PLACE TO WORK Hut 8 offers a benefits and wellness program that includes medical, dental, vision, life, and short-term and long-term disability insurance, as well as paid time off. We are proud to invest in building the best team in the industry. At all levels of the organization, we are driven by an entrepreneurial spirit, radical transparency, and relentless growth mentality. At Hut 8, you will have the opportunity to: ▶ Work with bright, driven peers from a range of educational and professional backgrounds including software development, energy, engineering, entrepreneurship, investment banking, private equity, and management consulting ▶ Design and pitch new products, services, and other initiatives to a leadership team consisting of serial entrepreneurs and seasoned executives and backed by a board of directors consisting of industry veterans of energy, finance, and government ▶ Debate ideas and alternatives in a truly meritocratic setting where the learning curve is steep and the lessons come from both senior and junior members of the team ▶ Build a lifelong network of friends and professional connections at the cutting-edge intersection of technology, energy, and infrastructure

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required -2?6 years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits PTO Insurance 401K

Job Description Overview Formed in 1972, Related is the most prominent privately-owned real estate firm in the United States. Headquartered in New York City, the company has offices and major developments across the world. Related owns and manages a premier portfolio of assets valued at over $70 billion, including the 28-acre Hudson Yards neighborhood on Manhattan’s West Side. Related believes in investing in its talent and cultivates a positive, team-oriented environment where every voice is valued. Employees are encouraged to boldly take on new challenges, transcend the status quo, and demonstrate strong entrepreneurial spirit. In its relentless commitment to excellence, Related works to foster an innovative approach in its team members so that they can positively impact the communities in which they conduct business. Learn more about Related at . Divisional Overview Related Affordable leads the company’s efforts to preserve and improve the nation’s affordable housing stock. Affordable housing acquisitions and development have been the foundation of Related since the company was founded. Today, Related Affordable owns and oversees one of the largest affordable housing portfolios in the nation. The company is driven by the belief that everyone deserves a quality home and works hard to deliver that for communities across the country. Learn more about Related Affordable at . We are proud to be an equal opportunity employer and are deliberate about the team and culture we are building. We aim to ensure competitive total compensation that is commensurate with experience, workplace geography, and market standards. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at . #TRC #LI-RB1 #Onsite Responsibilities The Associate will focus on all aspects of affordable real estate acquisitions and development including financial analysis and modeling, site acquisition, due diligence, governmental agency communication and funding applications, legal document review and negotiation, and community and resident engagement. She/He will prepare detailed financial analyses and models including those for transaction underwriting and will provide key takeaways to business units, corporate finance, and senior management. Essential Duties and Responsibilities: • Support the Deal Team Leader in all aspects of affordable housing acquisitions, financing, and development., • Complete financial modeling and facilitate presentations with a focus on property valuation using a range of capital structures and financing tools unique to affordable housing., • Compile and review due diligence information including financial, market, demographic, site, federal, and state regulatory data., • Validate and defend budgets, assumptions, and pro-forma analysis, including the identification of challenges inherent to a given project., • Communicate with investors, lenders, brokers, property managers, and industry consultants., • Draft and complete applications and documentation necessary for debt and equity financing, property purchase and sale, government subsidies, and rental contract maintenance., • Engage in community and resident outreach initiatives to tailor property improvements and services to meet the needs of neighborhoods and residents., • Engage with internal Deal, Construction, Community Engagement, and Portfolio, Asset, and Property Management teams to ensure wholistic measures of success are executed in each deal., • Manage workflow and task completion across various teams and departments., • Demonstrates an ability to project manage key components of deal or project, spanning from initiation to completion, • Demonstrates strong problem-solving skills, identifying the root causes of issues, and leveraging prior experience and education to derive creative and impactful solutions., • Communicates effectively with a demonstrated ability to maintain strong relationships with diverse stakeholders, including internal leaders and colleagues, investors, lenders, local communities, and government agencies., • Exceptional financial modeling skills., • Well-developed and adaptable writing skills., • Exceptional time management, organizational, and prioritization skills, as well as acute attention to detail; showcasing the capacity to excel in a fast-paced environment while successfully managing multiple projects and competing priorities., • Entrepreneurial mindset, contributing new insights and perspectives that may lead to innovative ideas and approaches., • Demonstrates a high level of receptivity to feedback and instructions, seamlessly integrating takeaways into future work products. Qualifications Education and Experience: • A Bachelor’s degree required; MBA, Master of Public Policy or MRED, • 2 - 5 years of professional experience, preferably in a banking or real estate environment, or equivalent coursework., • Ideal candidate will have experience with LIHTC and/or affordable housing finance, • Adept at financial analysis with robust quantitative and modeling skills., • Proficient in the standard suite of office applications and advanced proficiency in Microsoft Excel., • Flexibility to travel and work outside standard business hours as needed Compensation: The anticipated base salary range for this position is listed below. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package. Anticipated base salary range: $120,000 - $150,000 Actual base salary within the anticipated range will be determined by several components including, but not limited to, the individual's experience, skills, qualifications, and market factors. #TRC

Job Description Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Company Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role We’re seeking a thoughtful executor obsessed with figuring out how to get cold prospects on the phone and start meaningful conversations with CFOs and Finance leaders about their finance operations. As a Business Development Representative, you’ll be on the front lines of our outbound strategy—reaching out to potential customers, running a variety of experiments and tracking progress, qualifying leads, and setting the foundation for future sales growth. If you’re someone who thrives in high-pressure environments, can tactfully work through rejection, and will do whatever it takes to achieve goals, this role is for you. This position is perfect for someone with 0-3 years of financial services/finance team experience or early-stage sales team exposure. What You’ll Do * Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities. * Source new sales opportunities through inbound qualification and outbound outreach. * Qualify prospects through consultative selling on the phone while leveraging BANT criteria. * Grow the top of the sales funnel through warm and cold outbound campaigns. * Research companies and identify key decision-makers, adding prospects to our outbound list. * Craft highly thoughtful, tailored outreach messaging to engage cold prospects. * Handle objections, qualify leads, and schedule meetings for the sales team. * Collaborate closely with the sales team to refine and improve the outbound playbook. * Maintain accurate and up-to-date records in CRM of all interactions with prospects. * Conduct ongoing experiments on outbound processes to enhance efficiency and performance. * Consistently hit or exceed weekly/monthly KPIs related to outbound activities. * Stay up-to-date with market trends and competitors to ensure messaging remains relevant. Qualifications * Superior written and verbal communication skills. * Excellent listening skills and sophisticated phone presence. * 0-3 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm. * A high level of comfort with relationship building sales (the prospect of today becomes our 10x referral tomorrow), prospecting, and sales tools/processes. * Aptitude discussing corporate finance and financial operations of a company * Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes. * Deep interest in understanding business challenges and engaging prospects in meaningful conversations. * High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly. * Ability to track, measure, and experiment with sales processes, constantly improving efficiency. Perks and Benefits * Competitive compensation and equity * 100% coverage for healthcare (Medical, Dental and Vision) * 401(k) plan * Daily meal and coffee stipend for in-office days * Tax free contribution to commuter benefits Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are a NYC based team spending 5 days a week in-person at our offices in midtown Manhattan. Perks and Benefits (Full-time Employees) * Competitive compensation and equity * Unlimited PTO * Up to 100% employer covered monthly healthcare premium (medical, dental, vision) * Lunch provided via Sharebite, plus dinner for any later in office days. * Parental leave up to 12 weeks * Tax free commuter and parking benefits * Voluntary insurances (Life, Hospital, Critical Illness, Accident) * Employee Assistance Program (Rightway) * Free One Medical Membership * 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. Compensation Range: $80K - $100K

Job Description The Investment Banking Associate will support senior bankers in executing a variety of transactions. This role offers a unique opportunity to gain hands-on experience and build a strong foundation for a career in investment banking. Key Responsibilities include but are not limited to: • Build detailed financial models to evaluate transaction opportunities, including discounted cash flow, comparable company, and precedent transaction analyses., • Conduct industry research, market analysis, and due diligence to support client engagements and identify new business opportunities., • Prepare client presentations, pitch books, and other marketing materials for prospective and existing clients., • Assist in the execution of transactions by preparing valuation analyses, drafting information memorandums, and coordinating due diligence processes., • Work closely with senior bankers, clients, and other stakeholders to deliver high-quality advisory services., • Ensure all deliverables and processes comply with internal standards. Preferred Attributes and Skills • Detail-oriented with strong communication and follow-up skills, as well as a capacity to work independently., • Independent thinker, comfortable taking initiative as well as excellent writing abilities., • Commitment to excellence - perform duties at the highest level possible on a consistent basis., • Excellent interpersonal and communication skills - able to interact with people of all levels in a confident, professional manner., • High degree of integrity-- demonstrated ability and temperament to work with sensitive and confidential information., • Resourcefulness, energy, attention to detail and the ability to multi-task in a fast-paced environment., • Team player - have team-oriented experience and approach., • Bachelor’s degree in finance, economics, accounting, or a related field., • 1-3 years of experience in investment banking, corporate finance, or a related role (prior internship experience will be considered)., • Strong analytical and quantitative skills, with experience in financial modeling and valuation techniques., • Strong proficiency in Microsoft Excel, PowerPoint, and other relevant tools., • Familiarity with financial statements, spreadsheets, and accounting, • Experience in creating presentation materials, drafting of memoranda and offering documents for internal and external use, is preferred, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $65,000 to $80,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job DescriptionWe’re hiring a Consulting Services Account Executive!Employment type: Full Time/Direct Hire (No Agency/No C2C)Location: New York City Metro RegionLocation Type: Hybrid - Home Office & Local Ippon office (1-2 days per week onsite in Manhattan) About Ippon:The Ippon story started in 2002 in Paris, France - cue the accordion, berets, and crêpes. Our founder and CEO, Stéphane Nomis, drew on his experience as an international Judo champion to build a technical consulting firm rooted in the sport’s core values: ambition, discipline, and excellence. Those principles continue to shape how we support clients and deliver work today. We work alongside technical partners such as AWS and Snowflake, balancing technical advisory and hands-on delivery for clients in Financial Services and other highly regulated industries. As organizations navigate the shift toward AI-enabled operations, Ippon helps clients move from experimentation to real business outcomes by modernizing data platforms, implementing responsible AI practices, and embedding intelligence into core systems and workflows. We specialize in legacy system migrations, cloud-native design, modernization, operational efficiency, accessibility, governance, and building scalable platforms that support long-term business success. About the position:Account Executives at Ippon Technologies are responsible for driving Consulting Services growth by networking, identifying prospects, developing pipeline, qualifying, negotiating, developing SOWs, and closing sales opportunities for new and existing clientele. This role will support full-cycle sales across the NYC region for clientele in the banking, insurance, hedge funds, asset management, and other regulated industries. We have an established portfolio of active clients in Major Capital Markets and Banks across the region. With that said, success in this position will require you to regularly be available for in-person initiatives that strengthen client, partner, and prospect relationships. Ippon’s sales approach is outcome-oriented, positioning cloud, data, AI, engineering services, and enablement offerings through clear business value and ROI. Client relationships typically begin with assessments or pilot engagements and expand into larger initiatives over time that often lead to repeat business. A critical component of this role includes partnering alongside AWS and Snowflake to co-sell opportunities and bring value through aligned go-to-market strategies, enabling accelerated growth for us, our clients, and partners. We differentiate our consulting delivery with a player-coach approach, providing practitioners who understand the regulatory and operational nuances of FSI, combined with deep technical expertise.Roles and Responsibilities • Technical Consulting Discovery & Full-Cycle Sales:, • Develop and maintain a deep understanding of Ippon's service offerings, value propositions, and delivery capabilities, and effectively articulate them to educate prospective and existing clients on Ippon’s expertise, • Maintain a robust pipeline of greenfield & pre-qualified leads, partner sales opportunities, and current engagement expansions to achieve sales targets, • Meet weekly with our technology partners, AWS & Snowflake, at their Manhattan offices, to strategize sales tactics, develop new co-selling opportunities, and/or expand existing accounts, • Identify, analyze, develop, and actively manage comprehensive account sales strategies based on domain, specificity, market trends/size/data, partnerships, etc, • Thoroughly assess and qualify client needs in the Discovery process to ensure clients’ technical and business needs are fully vetted and understood, • Effectively negotiate pricing, activities/deliverables, assumptions, acceptance criteria, delivery personnel, and structure (i.e., work locations, remote capacity), and payment terms with clients, • Manage and facilitate the creation and execution of Proposals, MSAs, SOWs, SOW Extensions, and NDA’s with Practice Leads and Executive Leadership, internally and externally, • Prepare and share communication around opportunity and account statuses, including competitors’ offers and strategies, • Maintain flexibility, focus, organization, and prioritization to effectively manage multiple sales opportunities, clients, projects, and deadlines, • Monitor industry market trends and conditions to stay up to date on changes that may be impacting the target clientele, • Responsible for monitoring, escalating, negotiating, and closing potential sales-related expansion opportunities, including all related documentation and proposal management, • Manage and maintain all engagement-related documentation, such as account notes and sales plans via Salesforce as defined by Standard Operating Procedures (SOPs), • Marketing & Relationship Management:, • Partner with Marketing, Business Development, and Practice Managers (Product, Data, Cloud / DevOps, Software Engineering) to identify new and existing client demands and opportunities, • Partner with the Marketing and Business Development in creating and articulating compelling value propositions, offerings, case studies, etc, • Build and maintain strong, long-lasting client relationships based on consistent and effective communication, frequent engagement, and top-notch delivery, • Develop trusted advisor relationships with customer stakeholders and executive sponsors, • Expand Ippon’s presence and recognition by participating in external meetups, conferences, or community events, • Consistently identify opportunities for continuous improvement in processes of both new business development and existing account management, • Work with the Client Success team to address and remediate any project delivery/success feedback, ensuring customer satisfaction and consistent engagementCompetencies we are looking for:, • Minimum Requirements:, • 5+ years of enterprise full-cycle sales experience in the IT industry, ideally in tech consulting, • 2+ years of experience selling Cloud and/or Data-related professional services or consulting services, • 2+ years of proven success with greenfield sales efforts, co-selling alongside technical partners, & collaborating with business development representatives to achieve sales quotas, • 2+ years of sales experience with an AWS or AWS Premier Technology Partner, • 2+ years of experience leveraging Salesforce CRM to manage enterprise sales opportunities, • 2+ years of experience supporting industry events and conferences to expand sales efforts, • Experience collaborating with Marketing and Business Development teams in leveraging HubSpot for tailored outreach campaigns, • Excellent written and verbal communication skills, with the ability to present complex topics to technical and non-technical audiences in a compelling manner, • Ability to travel to office locations or events up to 50% of the time, • Preferred Requirements:, • Active AWS Certification (Certified Cloud Practitioner), or a willingness to obtain this certification within your first 90 days, • Ability to prioritize and deliver results in a fast-paced environment, with a history of surpassing sales quotas, • Bachelor's degree in Computer Science, Data Science, Business Intelligence, or a related field preferred What we offer:, • Great salary and benefits - Health (HDHP & PPO Plans), dental, and vision insurance, HSA, EAP, as well as a 401k with company match, • Work/life balance - Ippon offers generous PTO, parental leave and medical leaves, and flexible schedules, • A fun, creative, and healthy work environment, focused on teamwork, knowledge-sharing, and exceptional delivery, • Opportunities to expand your portfolio and work with different companies and industries

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description We are looking for a candidate to fill an Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes. The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross-functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution. Responsibilities include: • Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group, • Lead pitch drafting as well as transaction marketing documents, • Preparing and reviewing complex financial analyses and models, • Presenting materials internally to senior bankers and externally to clients of the firm, • Expand and develop client relationships with key institutional investors, • Liaise with both internal and external parties to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • 3-6 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles, • Strong Microsoft Office skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Ability to work independently as well as within a team, • Organized and proactive For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (‘OAM’) is seeking an individual to join our Reconciliation Team in New York City. The successful candidate will receive a robust internal training program which exposes them to the various OAM functions and team members. Responsibilities include: • Perform daily cash and position reconciliations for SMAs across multiple custodians, identifying and resolving breaks in a timely manner, • Research and process corporate actions—dividends, mergers, spin-offs, tender offers—ensuring accurate reflection in client accounts, • Liaise with custodians, brokers, and internal teams to investigate and resolve discrepancies, • Maintain and enhance reconciliation workflows, leveraging tools like Excel, Bloomberg, and reconciliation platforms, • Support month-end and quarter-end reporting cycles, ensuring all positions and transactions are fully reconciled, • Bachelor’s Degree preferably in Economics, Finance or Accounting, • 3–5 years of experience in SMA reconciliation and/or corporate actions within asset management, wealth management, or a custodian bank, • Strong understanding of equity and fixed income products, corporate action events, and settlement processes, • Proficiency with reconciliation tools and market data platforms (e.g., Bloomberg, Eagle, Advent, or similar), • Advanced Excel skills, including pivot tables and complex formulas, • Exceptional attention to detail, analytical thinking, and problem-solving skills, • Strong communication skills for working with both internal stakeholders and external partners For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $70,000.00 - $85,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Coordinate and perform business due diligence and execute M&A transactions, • Conducting extensive financial modeling and valuation, • Support new business and marketing initiatives as appropriate, • Assessing industry research and trends, • Experience in M&A investment banking, preferably Healthcare focused, • Strong Microsoft Excel skills essential, • Demonstrated aptitude for quantitative and qualitative analysis, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Since 2019, Oppenheimer’s ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients. Position available for immediate hire. Job Description Our Equity Capital Markets team is actively looking for a Director / VP for our New York office. The candidate will be working closely with senior members of our active Industry Groups to originate and execute equity and equity-linked transactions. This role will primarily focus on the Technology, Consumer, FIG and Industrials sectors. Responsibilities: • Origination and execution of transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, SPACs and Private Placements, • Expand and develop client relationships with key institutional investors including mutual funds, hedge funds and family offices, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Lead pitch drafting as well as transaction marketing documents, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • Demonstrate a commitment to the group’s success on new opportunities, mandates and overall growth, • Must have 3-5 years of experience in ECM, primarily execution, • SPAC experience preferred, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in corporate finance, investment banking, FP&A, financial modeling, strategic finance, valuation, and structured finance workflow review. This role supports current and upcoming remote consulting opportunities focused on structured finance benchmark development, investment analysis, financial planning review, modeling assessment, transaction workflow evaluation, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic financial scenarios, evaluate analytical outputs, prepare structured written feedback, and support accurate, evidence-based finance workflow tasks. Key Responsibilities Professionals in this role may contribute to: Investment Banking & Transaction Analysis • Review finance scenarios involving investment banking workflows, valuation analysis, deal screening, transaction materials, and strategic finance outputs, • Evaluate financial models, market assumptions, transaction logic, and recommendation quality against source materials and defined review criteria, • Support structured review of DCF models, comparable company analysis, precedent transactions, deal summaries, diligence materials, and investment memos, • Review scenarios involving budgets, forecasts, variance analysis, headcount planning, unit economics, board reporting, and management finance workflows, • Evaluate FP&A materials against business drivers, source data, operating assumptions, financial targets, and reporting requirements, • Support structured review of forecast models, variance bridges, KPI dashboards, budget files, operating plans, and executive finance summaries, • Review and validate finance-focused benchmark tasks for accuracy, realism, and analytical quality, • Annotate or assess outputs across investment banking, FP&A, strategic finance, corporate finance, and financial modeling use cases, • Provide structured feedback on model outputs, financial reasoning, calculation accuracy, and professional finance standards Strong candidates may have: • Experience in investment banking, FP&A, corporate finance, strategic finance, private equity, transaction advisory, valuation, financial planning, or related finance roles, • Strong financial modeling skills and comfort reviewing Excel-based models, valuation outputs, forecasts, and analytical workpapers, • Background in one or more areas such as M&A, DCF valuation, comparable company analysis, budgeting, forecasting, variance analysis, unit economics, or board reporting, • Comfort reading and preparing finance artifacts such as models, investment memos, forecast packs, variance bridges, market analyses, transaction summaries, and executive finance materials, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related analytical field is helpful, • MBA, CFA progress, accounting background, investment banking training, or equivalent finance experience is highly relevant, • Experience at an investment bank, corporate finance team, FP&A organization, private equity firm, transaction advisory group, consulting firm, or high-growth company, • Familiarity with DCF models, comps, precedent transactions, LBO analysis, three-statement modeling, forecast models, operating plans, board decks, or KPI reporting, • Experience preparing or reviewing investment memos, valuation models, budget files, management reports, strategic finance analyses, or executive-ready finance materials, • CFA, CPA, MBA, Series credentials, valuation training, investment banking experience, or FP&A systems experience is helpful, • Apply finance, investment banking, and FP&A expertise to structured remote project work, • Contribute to high-quality financial modeling review, corporate finance analysis, and benchmark evaluation workflows, • Work on flexible assignments aligned with your finance background, • Use your analytical judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $115–$145 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

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 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 Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 4 main product areas: Project Finance, Trade and Commodities, Aviation, and Real Estate. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares 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 of relevant experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transaction., • Basic knowledge of loan markets., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities., • 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 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 Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive comp splits, and a draw up to $200K/year As a Senior Managing Director, you will be responsible for running the New York City office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities: • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. We are looking for candidates with an undergraduate degree in biology or similar field. An advanced degree (MS/PhD/MD/MBA, etc.) is preferred. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and become fully-licensed (FINRA Registrations: SIE, Series 7/63/86/87) within 6-12 months after starting if not already licensed; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson is accepting applications for an Equity Research Associate position in it's Portland, OR or New York offices. Research associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.Qualifications: • Bachelor’s Degree with a minimum 3.5 GPA, • Background in accounting and finance strongly preferred, • Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment, • Passionate about capital markets and a desire to become highly skilled in equity research, • Strong analytical and organizational skills, • Ability to collaborate effectively within a team and work well on a self-directed basis, • Working knowledge of MS Office, specifically Word, Excel, and PowerPoint, • Proficient communication and presentation skills, • Currently hold or be open to obtaining the following licenses: Securities Industry Essentials (SIE), Series 63, Series 86 and Series 87.Duties:, • Support Research Analyst(s) in:, • Making bold calls and produce actionable research for Davidson’s institutional clients, • Researching market and industry trends and company specifics to become an expert in your sector, • Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information, • Gain experience necessary to:, • Formulate and issue opinions and recommendations on securities and companies in one or more industry groups, • Prepare reports and statistical data for dissemination to firm clients and the investing public, • Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups

Job DescriptionThe Company Glassbox's mission is to reveal the insights that empower organizations to deliver exceptional digital customer experiences. Glassbox is a leading force in shaping digital experiences. It helps organizations uncover digital issues, boost conversion rates, enhance accessibility, prevent fraud, and more. Leveraging AI-driven customer intelligence, Glassbox enables enterprises to deliver secure, proactive, and preventative digital experiences. Its solutions are trusted by highly regulated organizations, including SoFi, Cal, and many others. We are growing and have been recognized by G2 as one of 2024's Top 50 Software Companies in the world. What you Will Do? • New Business Acquisition: Identify, qualify, and close new enterprise-level opportunities within the Financial Services sector across banking, insurance, wealth management, and other related sub-segments., • Strategic Account Planning: Develop and execute comprehensive account plans to penetrate target organizations, identify key decision-makers, and build strong relationships., • Value-Based Selling: Articulate the unique value proposition of Glassbox and tailor solutions to address the specific business challenges and strategic objectives of FS companies (e.g., fraud detection, regulatory compliance, customer journey optimization, digital transformation)., • Executive Engagement: Cultivate relationships with C-level executives (CDO, CIO, CMO, CTO, Head of Digital, Head of Customer Experience) and other senior stakeholders, demonstrating a deep understanding of their business drivers., • Complex Deal Management: Navigate lengthy and complex sales cycles, effectively managing multiple stakeholders, legal, and procurement processes., • Cross-Functional Collaboration: Partner closely with Sales Engineering, Professional Services, Customer Success, and Marketing teams to deliver compelling demonstrations, proofs of concept, and ultimately successful customer engagements., • Market Expertise: Stay abreast of industry trends, competitive landscape, and regulatory changes within the Financial Services sector to position Glassbox effectively., • Forecasting & Reporting: Accurately forecast sales pipeline and revenue, and maintain up-to-date records in CRM (Salesforce)., • Achieve & Exceed Quota: Consistently meet and exceed assigned sales quotas and KPIs. What you Will Need? • 7+ years of successful enterprise software sales experience, with a demonstrable track record of exceeding quota in a new business hunting role., • Strong preference for experience selling into the Financial Services sector (banking, insurance, wealth management) is essential. You understand the unique challenges, regulatory environment, and digital transformation initiatives within FS., • Experience selling Digital Experience, CX, Analytics, Fraud, or related B2B SaaS solutions highly desirable., • Proven ability to articulate complex technical concepts into clear business value for executive audiences., • Exceptional communication, presentation, negotiation, and interpersonal skills., • Demonstrated ability to build and maintain strong relationships with C-level executives., • Strategic thinking and strong business acumen., • Highly organized, self-motivated, and able to work independently and as part of a team., • Proficiency in CRM software (e.g., Salesforce). What We Can Offer: • A competitive salary, bonus, and equity package, • Comprehensive health insurance including medical, dental, and vision for you and your family, • Competitive time off, • Work from home stipend, • Learning and development stipend, • Competitive 401k matching, • Flexible work environment where you manage your work day, • A remote-first environment, with occasional travel to collaborate with customers, your team, and teammates from across the company in person Glassbox is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. We encourage candidates from all backgrounds to apply, even if you don't feel like you're a perfect fit. If you're passionate about contributing to our mission, we'd love to hear from you!

Responsibilities include: Develop and maintain a deep understanding of the Global Banking & Markets product spectrum; Responsible for driving speed to market and asset quality; Manages a complex portfolio of Financial Institutions clients within the bank’s risk appetite and risk strategies; Develo

Job Description Investment Banking Analyst – Healthcare M&A Location: New York, NY (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies. The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions, making Ziegler one of the most active advisors in the physician services sector. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A team in New York. Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the New York area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • At least 1 year of experience in investment banking, ideally with M&A transaction exposure, • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.