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Our client, a leading financial services organization, is seeking a Regulated Messaging Engineer (NJ/NC) to join their team. As a Regulated Messaging Engineer (NJ/NC), you will be part of the Compliance Technology Department supporting Messaging and Electronic Compliance initiatives. The ideal candidate will demonstrate strong problem-solving skills, adaptability, and a proactive mindset, which will align successfully in the organization. Job Title: Regulated Messaging Engineer (NJ/NC) Location: Charlotte NC Or Jersey City NJ 07302 (Onsite required 3 days a week, hybrid work environment) Pay Range: $60-$70/hr on W2 What's the Job? • Design, implement, and maintain messaging compliance platforms to meet regulatory standards across multiple jurisdictions., • Configure and manage Proofpoint Enterprise Archive for secure email and messaging archiving and retention., • Integrate messaging compliance solutions with platforms such as Microsoft Teams, Symphony, and Bloomberg., • Drive complex migration projects ensuring adherence to security, change control, and regulatory standards., • Communicate project updates and milestones effectively to stakeholders and senior leadership teams. What's Needed? • Extensive hands-on experience with Proofpoint Enterprise Archive (not Proofpoint Email DLP Encryption, Email Fraud Defense, or Enterprise DLP)., • Knowledge of Electronic Compliance and Retention Governance frameworks., • Scripting experience in Python and proficiency with MSSQL databases., • Familiarity with cloud technologies and compliance services., • Program management experience is highly desirable. What's in it for me? • Opportunity to work on cutting-edge compliance solutions within a global organization., • Collaborate with a diverse and talented team committed to excellence., • Engage in meaningful projects that impact regulatory adherence and data security., • Develop your skills in a dynamic and supportive environment., • Contribute to a company recognized for its commitment to diversity and ethical practices. Upon completion of waiting period, consultants are eligible for: • Medical, • Dental Plan, • Vision Plan, • 401(k), • Weekly Pay If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you! About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells. ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells – creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.

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, • Management, training and stewardship of analysts and associates Qualifications: • 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, • SIE, Series 63, 79 FINRA registrations required at time of hiring or shortly thereafter Compensation: 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 $190,000.00 - $220,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Company: Arena Investors, LP (www.arenaco.com) is a global investment manager focused on attractive risk-adjusted returns in credit markets. Westaim Corporation owns Arena and Ceres Life Insurance. Westaim is controlled by CC Capital. Arena’s assets under management are roughly $5 billion concentrated in corporate, real estate, and structured credit markets. Position: Director / Managing Director for syndicated high-yield corporate loans in growing U.S. CLO platform. This will be integrated with other funds with flexibility to invest across capital structures. This is a full-time permanent position. Based in Midtown New York City with hybrid/remote options considered. Responsibilities • Sole coverage of companies in specified sectors to recommend and monitor leveraged credits for CLO platform and opportunistic credit funds., • Evaluate full capital structures with fundamental analysis, relative value, risk awareness, financial modeling with downside analysis, and legal documentation., • Prepare investment buy/sell recommendations, memos, updates, and financial models., • Contribute to portfolio management and think like a portfolio manager within their coverage areas. Requirements • 10+ years of directly relevant investing experience., • Expertise across capital structures, industries, debt restructurings, and legal documentation., • Conduct independent research for due diligence and to identify risks and opportunities., • Knowledge of CLO constraints and mechanics., • Self-motivated with proven performance record., • Think like a portfolio manager within coverage areas., • Communicate clearly in written and verbal form and have highest level of integrity, work ethic, curiosity, and collaboration., • Relationships with other investors, sell-side institutions, and management teams., • Proficiency with Bloomberg, AI tools, and standard high-yield data sources., • Prefer CFA and/or MBA, math or accounting background, and multiple languages. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Wellness Resources

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build governance and intelligence infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a highly regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and shaping infrastructure that improves financial outcomes, you'll feel at home here. About the Role We are hiring a Managing Director, Strategic Accounts to personally lead the pursuit and closing of Monstro's largest, most strategic engagements with Tier-1 global banks. This is a senior individual contributor role — a quota-carrying operator-seller who runs the room and closes the deal. It is not a sales management role. Target deals are multi-year transformation programs and enterprise platform deployments in the $25M–$100M+ ACV range. You will work shoulder-to-shoulder with the CEO and CRO to win Monstro's earliest transformational partnerships with the world's most influential financial institutions. This is an early enterprise hire at Monstro. The narrative, the GTM motion, the discovery framework, the pricing posture, and the deal playbook are still being shaped. You will help shape them — not inherit them. We are looking for a seller who is energized by that, not slowed down by it. Why This Role Matters The global banking industry is undergoing a once-in-a-generation infrastructure shift. A handful of strategic, long-term partnerships will determine market leadership in governed financial intelligence — and the seller who lands them will be the person who defines how Monstro shows up to a Tier-1 bank for the next decade. Each Tier-1 win compounds: it defines the product roadmap, validates the category, and creates reference accounts that unlock the next wave of global opportunities. The output of this role is not a forecast; it is the first set of marquee logos that make Monstro inevitable in the institutional market. What You'll Do Own the deal, end-to-end • Personally lead pursuit, qualification, and close of multi-year transformation programs and enterprise platform deployments ($25M–$100M+ ACV)., • Run discovery, build the business case, drive the technical evaluation alongside Product and Engineering, negotiate commercial terms, and bring the deal across the line., • Own the forecast on your accounts with discipline. No surprises, no padding, no hopium. Build pipeline, don't just inherit it • Develop pipeline through a deliberate, repeatable process — account mapping, cold and warm outreach, executive briefings, partner channels, events, and content — not solely through your personal network., • Use existing relationships as accelerants where they exist; build new ones where they don't. Comfort with cold development is required, not optional., • Maintain a working pipeline of strategic pursuits with clear next steps, identified economic buyers, and documented mutual close plans. Engage at the executive level • Build and sustain C-suite relationships (CEO, CRO, CIO, CTO, Head of Data, Head of Wealth, Head of Risk) and convert them into active executive sponsorship inside the bank., • Run the room in executive sessions — frame the problem, defend the architecture, handle objections from procurement, risk, and InfoSec on the spot. Help shape the GTM motion • Translate every deal cycle into reusable artifacts: ICP refinement, qualification criteria, objection libraries, competitive positioning, ROI models, and proposal templates., • Partner with the CEO, CRO, and Product on messaging, pricing structure, and packaging — bring the voice of the institutional buyer back into the building., • Help define what the enterprise sales motion looks like as Monstro scales. Your deals are the source material. Navigate procurement, risk, and compliance • Drive complex procurement, InfoSec, regulatory, and legal review cycles in parallel with commercial negotiation. Anticipate the gates; don't get caught by them., • Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible. Hand off cleanly to delivery • Orchestrate the transition from signature to deployment with Product, Engineering, and Customer Success so the bank's first 90 days are a credit to the deal, not a complaint about it. Represent Monstro externally • Be a credible voice in the market — executive briefings, industry forums, private dinners, and selective public speaking that elevates Monstro's positioning with Tier-1 institutions.What Success Looks Like, • Within 6 months: a qualified, advancing pipeline of 6–10 named Tier-1 pursuits, each with an identified economic buyer, executive sponsor, and documented mutual close plan., • Within 12 months: active executive sponsorship at 6–10 priority Tier-1 banks, generated through a mix of existing relationships and new ones you built from scratch., • Within 18 months: 2–4 closed transformational partnerships in the $25M–$100M+ ACV range, contributing $50M–$200M in total contract value., • Forecast accuracy within ±10% on a rolling 90-day basis from month 9 onward., • ≥60% first-cycle clearance on InfoSec, regulatory, and procurement reviews through early alignment with internal Legal, Security, and Compliance., • Reference-grade outcomes on closed accounts: ≥50% of customers willing to take peer reference calls within 6 months of go-live., • Tangible contribution to the GTM motion: at least one durable artifact (pricing framework, qualification model, objection library, ROI calculator, or competitive playbook) shipped from your deal experience and adopted by the broader team., • At least two product enhancements influenced by Tier-1 deal cycles you ran, prioritized into the roadmap within 12–18 months.What We're Looking For, • Senior individual contributor, not a sales manager. You have personally carried a number and personally closed $25M+ ACV enterprise technology deals into Tier-1 or large regional banks. References will validate that you, specifically, drove those wins., • Demonstrated repeatable sales motion. You can walk through how you build pipeline from cold, how you qualify, how you advance, and how you close — with specifics, not slogans. You have closed meaningful deals into accounts where you had no pre-existing relationship at the start of the cycle., • End-to-end ownership through delivery. You have sold technical products into Tier-1 banks and stayed engaged through implementation. You understand what gets a deal signed and what gets it deployed — and that those are different problems., • Executive credibility in financial services. You have active, working relationships with senior decision-makers at Tier-1 banks (CIO, CTO, CRO, CDO, Heads of Data / Wealth / Risk / Transformation). You treat your network as an accelerant, not the whole strategy., • Technical literacy. Comfortable engaging substantively on core banking infrastructure, cloud, data architecture, APIs, AI governance, and security/compliance frameworks. You can hold a technical conversation without a sales engineer in the room., • Domain depth. Real working knowledge of banking infrastructure, regulatory regimes, InfoSec processes, and how procurement and risk actually work inside a Tier-1 institution., • Operator mindset. You are energized by ambiguity. You have sold at an early stage before — ideally where the deck, the pricing, and the case studies didn't fully exist yet — and you helped build them. You write your own follow-ups, run your own discovery, and don't wait for enablement to ship., • Background. Likely an early or top-performing enterprise seller at a company that sold infrastructure into banks (e.g., Palantir, Snowflake, Databricks, Bloomberg, Oracle Financial Services, FIS/Fiserv, Finastra, Temenos, MongoDB, Confluent, or a comparable financial-services-focused enterprise software business). The pattern we care about is what you closed and how, not the logo on your resume., • Global fluency. Comfortable operating across major financial hubs (US, UK, Europe, Middle East). Willing and able to heavily travel internationally., • Voice in the market. Willing and able to represent Monstro externally — executive briefings, industry events, selective public speaking — in a way that compounds pipeline.How We Will Evaluate You Our process is calibrated specifically to distinguish operator-sellers from relationship-only hires. You can expect to: • Walk us through 2–3 specific deals end-to-end, including how you built pipeline, who the economic buyer was, what nearly killed the deal, and what your specific role was in saving it., • Show how you would build a 90-day plan for a named Tier-1 bank where you have no pre-existing relationships., • Pressure-test our current narrative and pricing posture and tell us what you would change., • Talk through how you would build the repeatable motion alongside leadership — not just execute on a pre-existing one.Compensation This is a senior individual contributor role with executive-level total compensation, structured as a true closer's seat — 50/50 base/variable split, with uncapped accelerators designed so that top performers materially out-earn OTE on the strength of closed deals. New York • Base Salary: $275,000 – $325,000, • On-Target Variable: $275,000 – $325,000 (50% of OTE), • On-Target Earnings (OTE): $550,000 – $650,000, • Realistic Top-Performer Earnings: $1,500,000 – $2,500,000+ annually at sustained over-attainment with one or more Tier-1 transformational wins, • Equity: 0.25% – 0.50% (pre-Series-A; subject to Board approval and standard four-year vesting with a one-year cliff) Plan Mechanics • Commission accelerates above 100% of plan and accelerates again above 150%, with no cap on annual earnings., • Additional milestone kickers apply on first-of-kind Tier-1 wins, multi-year contract structures, and named marquee logos that establish reference accounts for the next wave of pursuits., • The plan is built to reward closed ACV, not activity. A single transformational $50M–$100M+ ACV win, structured and closed, can drive earnings well into seven figures on its own.Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Experienced 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., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).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 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. 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. We're looking for:A VP of People to own and scale our people function during a critical phase of growth. This role will partner closely with company leadership and hiring managers across Sales, Product, and Operations to align talent strategy with business goals, build high-performing teams, and develop the people systems needed to support rapid, sustainable growth. You’ll lead end-to-end recruiting strategy and execution while also owning core people programs, including onboarding, performance management, manager enablement, and employee experience. You’ll define hiring frameworks, standardize interview and evaluation processes, and ensure we hire consistently, fairly, and at a high bar. Beyond hiring, you’ll design scalable people infrastructure—policies, processes, and tooling—that support team effectiveness as headcount grows. This is a senior, highly cross-functional leadership role for someone who combines strong operational execution with strategic judgment. You’ll be hands-on where needed, trusted as a thought partner to leadership, and instrumental in shaping our culture, talent density, and long-term organizational health.Your responsibilities will include: • Own and scale the company’s People strategy across hiring, onboarding, performance management, and employee experience during a high-growth phase, • Partner closely with executive leadership and department heads to translate business goals into headcount plans, org design, and people priorities, • Lead end-to-end recruiting strategy, including hiring frameworks, workforce planning, and bar-setting across GTM, Product, and Operations, • Build and standardize hiring processes, role definitions, scorecards, and interview practices to ensure consistency, fairness, and high talent density, • Develop and maintain clear metrics and dashboards for hiring, retention, performance, and engagement; regularly report insights to leadership, • Design and implement scalable onboarding, performance, and manager enablement programs that support fast, effective ramp-up, • Coach and support hiring managers and people leaders on interviewing, feedback, performance conversations, and team development, • Own foundational people infrastructure, including job leveling, documentation, policies, and tooling as the company scales, • Serve as a steward of company culture and values, ensuring they are reflected in how we hire, develop, and retain talentYou have:, • 8+ years of experience in People Operations, Talent, or HR, including experience operating at a Director or equivalent senior level, • Experience scaling small companies to mid-sized organizations in a short timespan across multiple geographies, offices, and countries (e.g., 50 to 300 people), • Proven experience partnering with executives and senior leaders in a fast-growing startup or scale-up environment, • Ability to maintain a high velocity, fast-paced culture across departments through major growth milestones, • Experience managing complex compensation plans across different types of functions, • Strong judgment and ability to balance strategic thinking with hands-on execution when needed, • Deep experience building and scaling recruiting and people systems from early-stage to growth-stage, • Excellent communication and stakeholder management skills across all levels of the organization, • Comfort owning ambiguity and setting direction where processes don’t yet exist, • Experience with modern ATS and HR tooling (e.g., Lever, Greenhouse, HRIS platforms), • Experience supporting both GTM and technical organizationsWe 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.All in compensation for this full-time position is up to $325K, inclusive of any cash bonuses. 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.

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. About the Role We are looking for an experienced Market Data Systems Consultant to join our client. In this role, you will be responsible for the end-to-end management of Market Data and Electronic Trading infrastructures, ensuring the quality, availability, and integrity of data across the organization. Key Responsibilities • Provide IT support for Market Data issues (DACS, TREP, etc.) and track requests via JIRA, • Monitor, maintain, and optimize Market Data and Electronic Trading back-end infrastructures, • Ensure the quality and integrity of Market Data content, including real-time feeds, end-of-day data, and security master, • Coordinate with Market Data vendors and internal teams to implement new services and ensure seamless data delivery, • Proactively monitor infrastructure components to maximize uptime, reliability, and redundancy, • Produce system health reports, maintain technical documentation, and support IT audit processes, • Oversee deployment of new applications in collaboration with infrastructure, development, and business teams, • Lead and coordinate Market Data and Electronic Trading projects from requirements gathering to delivery, including budget and ROI analysis, • Design and maintain automation scripts to standardize and streamline manual processes, • Document systems and services on Confluence and enforce best practices across all project phases Required Skills & Experience • 5 to 9 years of experience in the Market Data field, • Strong hands-on knowledge of LSEG Refinitiv Real Time Data System (RTDS / TREP), Tibco Rendez-Vous, and Bloomberg systems (Terminal, API, Bpipe), • Familiarity with Electronic Trading platforms such as Tradeweb, ION, or Fidessa, • Proficiency on Windows (10/11, Server) and Linux Red Hat environments, • Solid understanding of networking concepts: switching, routing, firewalls, NAT, proxies, and multicast, • Scripting skills in Unix Shell; PowerShell and Python are a plus, • Ability to manage multiple priorities in a dynamic, fast-paced environment, • Strong communication skills — able to translate complex technical concepts for non-technical stakeholders, • Self-starter with a strong sense of ownership and ability to work with minimal supervision

Clearline Capital LP – Director of Operations Position *No recruiters please* Clearline is an equity long/short investment adviser located in midtown Manhattan. Clearline is hiring a Director of Operations to report to the CFO. This is a full-time, in-office role. Base compensation 100k – 135k plus bonus and benefits (based on experience). Responsibilities • Daily reconciliations of positions (both exchange traded and OTC) and cash with prime brokers and fund administrator (Citco), including verification of daily P&L, • Coordinate with prime brokers, executing brokers and administrator to rectify and resolve trade breaks and ensure timely settlement of trades, • Process all daily trade activity and respond to trading desk inquiries, • Monitor, elect and process all corporate actions, dividends and proxies, • Monitor and review prime broker balances and look for ways to optimize, • Assist with 13F, 13G and Form PF reporting Additional Responsibilities • Participate in operational due diligence and be able to articulate and answer investor questions regarding all phases of the operation process, • Familiarity with the onboarding process for new executing brokers, • Assist CFO with compliance and procedures from an operational perspective, • Assist CFO with maintaining all service provider relationships, • Key participant for internal valuation and compliance committees Skills & Experience • 4-10 years of fund operations or prime brokerage experience, • Preference for experience at an asset manager that invests in multiple asset classes, • Strong analytical skills, including deep knowledge of Excel, • Strong communication, interpersonal and presentation skills, and ability to work within a small firm, • Familiarity with Eze Eclipse (order management system), Bloomberg, MIK data warehouse and Aexeo (Citco platform) is a plus, • Detail-oriented, with strong follow-up and willingness to go above and beyond, • Committed and hard-working with interest in growth and longevity with the firm, • Collaborative team player, • Resourceful and self-directed learner

We are seeking a motivated and detail-oriented Trader Assistant to join our Trade Support Operations team. In this role, you will collaborate closely with traders to facilitate their activities, accurately capture trades in our internal systems, generate reports to assess risks, validate market data, produce profit and loss (PnL) reports, and track positions for expirations and other life-cycle events related to the firm’s trading activities. The desk’s responsibilities encompass all securities financing (including Stock Borrow Loan and Repo) and equity-based derivative products. Key Responsibilities: • Support traders by accurately capturing trades in the firm's internal systems., • Generate and run reports to assess and calculate risk exposure., • Validate market data to ensure accuracy and reliability., • Prepare and distribute profit and loss (PnL) reports., • Monitor and track trading positions for expirations and other lifecycle events., • Collaborate with team members to streamline processes and enhance efficiency. Qualifications: • Bachelor's degree in a relevant field., • A minimum of 2 years of experience in Trade Support, as a Trader Assistant, or a similar role is preferred., • Familiarity with Equity Derivatives products and Payoffs., • Familiarity with Medium Term Notes (MTNs)., • Proficiency with various industry trading platforms and utilities (e.g., MarketWire, Sophis, Bloomberg)., • Excellent proficiency in Microsoft Excel., • SIE (Securities Industry Essentials) and Series 99 certifications are mandatory. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this Associate-level position will be between $105,000 - $120,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring driven problem solvers who want to help shape the future of investment technology. This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical and operational issues, support onboarding and implementation workflows, and ensure clients are successful using Arcana’s platform. If you enjoy solving problems, working closely with institutional investors, and operating at the intersection of finance, analytics, and technology, we’d love to talk. Responsibilities • Serve as a primary point of contact for client questions, issues, and platform support requests, • Troubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionality, • Support onboarding and implementation projects for hedge funds and asset managers using Arcana’s platform, • Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questions, • Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues, • Help improve internal support processes, documentation, and client workflows, • Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience, • Clearly communicate solutions, platform functionality, and analytical concepts to institutional users Requirements • 1–4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology, • Strong problem-solving and troubleshooting abilities with high attention to detail, • Excellent communication and interpersonal skills, • Ability to manage multiple client requests and priorities in a fast-paced environment, • Strong organizational skills and ownership mentality, • Comfort working with financial concepts, data workflows, and analytical platforms, • Demonstrated interest in financial markets, portfolio management, or investment technology, • Ability to collaborate effectively with clients, product managers, engineers, and data teams Qualifications • Bachelor’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field, • Strong academic performance preferred, • Experience with Excel and analytical tools required, • Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus, • Experience with SQL, Python, or other analytical/programming tools is beneficial but not required, • Previous experience supporting institutional clients or enterprise software users is a plus Location Open to New York, Chicago, or Remote

Company Overview: Summit Financial LLC is a $30+ billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 50 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 160 advisors across 30 states and headquarters in Parsippany, New Jersey. Role Overview: We are seeking an Investment Analyst to support the continued growth and evolution of the Summit investment platform. Role & Responsibilities Investment Research & Due Diligence • Conduct quantitative and qualitative research on public and private investment strategies, including mutual funds, ETFs, SMAs, and alternative investments., • Support manager due diligence efforts by reviewing performance, risk, portfolio construction, and firm‑level factors; maintain and update due diligence files., • Assist in the development and refinement of Summit’s asset allocation models and investment criteria., • Monitor markets, macroeconomic trends, and investment themes to support internal research and commentary. Portfolio & Platform Support • Assist with portfolio construction, asset allocation, and tax‑aware portfolio design in support of advisors and client objectives., • Support ongoing oversight of models, strategies, and platform investments, including performance analysis and periodic reviews., • Serve as a resource to advisors on investment strategy implementation and the use of third‑party platforms and investment technology. Advisor Engagement & Communication • Serve as a direct point of contact for Summit advisors on investment‑related questions, portfolio construction support, and platform resources., • Communicate complex investment concepts clearly and confidently to a diverse audience, adapting messaging for advisor, client, and internal stakeholders., • Support advisors in client discussions by translating research, portfolio analytics, and market insights into practical, actionable guidance., • Participate in advisor meetings, training sessions, and ad‑hoc consultations alongside senior members of the Investment Team., • Collaborate closely with advisors to understand client objectives, constraints, and implementation considerations, helping tailor investment solutions within Summit’s platform., • Contribute to written communications—including market commentary, investment notes, and presentation materials—with a high standard of clarity, accuracy, and professionalism. Technology, Data & AI Enablement • Leverage investment research platforms (e.g., Morningstar, Bloomberg, portfolio analytics tools) to evaluate managers and portfolios., • Utilize AI‑enabled tools (e.g., research summarization, drafting, workflow automation, data validation) to improve efficiency, consistency, and insight generation across the investment process., • Maintain data integrity across custodians, reporting systems, and internal tools; assist in identifying process improvements through automation and technology. Qualifications & Experience • Bachelor’s degree in finance, economics, or a related field., • 3+ years of experience in asset management, investment research, or wealth management., • Strong understanding of financial markets, macroeconomic trends, and investment strategies., • Interest in pursuing or progress toward the CFA designation strongly preferred., • Experience with investment research and analytics platforms (e.g., Bloomberg, Morningstar)., • Advanced Excel and PowerPoint skills; comfort working with large datasets and presentation materials., • Demonstrated ability to apply emerging technologies, including AI‑driven research or workflow tools, in a professional setting. Professional Attributes • Strong quantitative and qualitative analytical skills., • Excellent written and verbal communication skills, with the ability to translate complex ideas clearly., • Highly organized with strong project‑management skills and attention to detail., • Ability to work independently while collaborating effectively across investment, operations, compliance, and technology teams., • Intellectual curiosity, sound judgment, and a desire to grow within a collaborative investment team environment. Why Summit • Exposure to a broad, open‑architecture investment platform spanning public and private markets., • Meaningful interaction with senior investment professionals and advisors., • Opportunity to help shape a modern, technology‑enabled investment platform within a growing RIA., • Collaborative, team‑oriented culture with a strong emphasis on research quality and advisor impact. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, diverse workplace where everyone feels valued and empowered.

Company Description Asset Inventories, Inc., headquartered in Midtown Manhattan since its founding in 1992, specializes in IT staffing, IT inventory services, and proprietary cloud-based inventory software. With satellite offices across major cities including Buffalo, Chicago, and Los Angeles, Asset Inventories serves Fortune 100 companies, government agencies, and international organizations. As an industry leader, the company excels in IT hardware and software support, especially in high-pressure environments like trading floors, as well as IT staffing, project management, and asset tracking. Additional services include software development, quality assurance, and a proprietary cloud-based software suite designed for inventory and tracking solutions. End User Support Engineer (Technology) Location: New York, NY Department: Technology – End User Support Reports to: End User Support Lead, Americas Pay - $130,000 - $ 140,000 per year POSITION OVERVIEW We are seeking a highly skilled and technically adept End User Support Engineer with strong trading floor experience to deliver exceptional, white-glove technology support to our users. The ideal candidate will have proven experience providing Level 2–3 support in a high-performance financial environment, demonstrating strong problem-solving abilities, superior communication skills, and a deep understanding of end-user technologies and market data systems. This individual will play a key role in maintaining desktop stability, executing IT projects, and ensuring seamless support for traders, portfolio managers, and other business units. KEY RESPONSIBILITIES · Provide Level 2–3 end user and trading floor support across Windows, macOS, and mobile platforms, ensuring minimal disruption to business operations. · Troubleshoot complex desktop, network, and application issues in a fast-paced, time-critical environment. · Deliver white-glove, VIP, and trade floor support to executives, traders, and portfolio managers. · Perform software and hardware installations, configurations, and maintenance following company standards. · Manage tickets and requests via the firm’s incident management platform (Jira/ServiceNow or equivalent). · Serve as a liaison between users/traders, business units, and engineering teams, ensuring clear communication and timely resolution. · Support and maintain market data applications such as Bloomberg, Excel-Add-in’s, etc. · Manage user onboarding/offboarding, inventory tracking, and device lifecycle processes. · Contribute to knowledge base documentation, internal process improvements, and weekly reporting. · Participate in IT infrastructure and user experience projects, including pilot testing and new technology rollouts. · Support O365, Exchange, Active Directory, Citrix, Intune MDM, and SCCM deployments. · Administer Zoom, DUO, and AI productivity tools (Copilot, ChatGPT). · Maintain compliance with IT security standards, including patching and endpoint protection policies. · Participate in on-call rotations for after-hours and weekend coverage. · Provide proactive monitoring, maintenance, and performance optimization across end user systems. REQUIRED SKILLS & EXPERIENCE · Minimum 4 years of Level 2+ desktop/trading floor support experience in a financial services environment. · Strong technical knowledge of Windows 10/11, Microsoft 365, Active Directory, DNS, DHCP, and Group Policy. · Proficiency in market data application support (Bloomberg, Refinitiv, Fidessa, etc.). · Working knowledge of Citrix, SCCM, PowerShell, Intune, and Exchange administration. · Familiarity with Agile methodology and automation tools (Jira, GitHub/Bitbucket, Python, PowerShell, or VBScript). · Excellent troubleshooting and analytical skills with a focus on root cause identification. · Exceptional interpersonal and communication skills with a strong customer service orientation. · Ability to manage multiple priorities in a dynamic, high-pressure trading environment. · Understanding of network fundamentals (LAN/WAN, TCP/IP, DNS, VPNs). · Experience in ITIL-based operations (Incident, Change, Problem Management). · Bachelor’s degree in Information Technology, Computer Science, or a related field (or equivalent professional experience). ADDITIONAL REQUIREMENTS · Availability for extended hours and weekend work during critical trading or project periods. · Eligible to work in the United States. PREFERRED QUALIFICATIONS · Experience supporting front-office trading environments with market data exposure. · Prior experience working in global financial institutions with distributed support models. · Familiarity with Zoom Room systems, AV equipment, and executive conference setups. · Basic scripting skills for automation and reporting (Python, PowerShell). If you are good fit, we would like to hear from you!

Investment Operations Analyst We are currently seeking candidates for an Investment Operations Analyst opportunity at a highly successful Investment Management firm located in New York, NY. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience at a top-tier Investment Management firm. This is a contract-to-hire opportunity, paying $19-$20/hour (depending on experience). Responsibilities: • Analyze monthly fixed income portfolio asset reports for client accounts, • Submit daily/monthly asset and cash reconciliations for custodian banks, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly, • Use Bloomberg to research portfolio discrepancies between the firm and the Bank, • Provide additional support as neededQualifications:, • Bachelor's degree in Finance or Economics (required), • GPA above 3.0 (required), • 0-1 years experience (internships included), • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables), • Ability to work well in a team environment and also independently, • Demonstrated interest in investment operations, • Excellent communication (written and verbal) and interpersonal skills, • Detail-oriented, highly organized, and eager to learn For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.

ABOUT GRANITESHARES GraniteShares is a leading independent ETF and ETP issuer with a global footprint across the US, UK, and Europe. We specialize in innovative, high-conviction investment products — including leveraged and inverse ETPs — giving investors powerful tools to express views on equities, commodities, and digital assets. Our entrepreneurial culture rewards ownership, expertise, and impact. ROLE OVERVIEW We are seeking a seasoned Senior Operations Manager to join our NYC office and take ownership of our end-to-end operations function. This is a high-visibility, high-impact role for a driven professional ready to build and lead a team from the ground up. You will be the operational backbone of the firm — overseeing trade support, derivatives operations, margin and collateral management, counterparty relationships, and process infrastructure. Reporting to senior leadership, you will shape the operational strategy as GraniteShares continues to scale. KEY RESPONSIBILITIES Derivatives & OTC Operations • Own the full trade operations lifecycle for OTC derivatives including total return equity swaps, flex options, futures, and other equity derivatives, • Oversee trade confirmation, reconciliation, novation, and settlement processes across all OTC products, • Manage onboarding documentation: tax, SSIs and DF questionnaires., • Ensure compliance with EMIR, Dodd-Frank, and other applicable derivatives reporting obligations Margin & Collateral Management • Lead daily margin call operations across cleared and bilateral OTC derivatives portfolios, • Manage initial margin (IM) and variation margin (VM) workflows, including SIMM calculations and disputes, • Optimize collateral allocation strategies to minimize funding costs and operational risk, • Oversee relationships with prime brokers Team Building & Leadership • Recruit, onboard, and develop a high-performing operations team as the firm scales, • Define team structure, roles, and career development pathways, • Set operational standards and KPIs; foster a culture of accountability and continuous improvement, • Serve as a senior escalation point and mentor across the operations function Infrastructure & Risk • Drive automation and process improvement initiatives to reduce operational risk and manual touchpoints, • Maintain and enhance relationships with administrators, custodians, and technology vendors, • Develop and maintain operational policies, procedures, and business continuity plans, • Collaborate with Risk, Compliance, Finance, and Portfolio Management on cross-functional initiatives QUALIFICATIONS Required • 8+ years of experience in financial services operations, with significant depth in OTC derivatives, • Deep expertise in OTC swap products (particularly equity swaps and options) and their operational workflows, • Hands-on experience managing margin calls, collateral management, SWIFT messaging, and counterparty dispute resolution, • Solid knowledge of ISDA/CSA documentation, clearing mandates, and derivatives reporting (EMIR/Dodd-Frank) and S&P/Markit Counterparty Manager system., • Demonstrated experience managing or mentoring operations staff, • Knowledgeof industry platforms such as Murex, Calypso, Bloomberg TOMS, Acadia, or TriOptima, • Exceptional attention to detail, analytical thinking, and ability to work under pressure, • Bachelor's degree in Finance, Economics, Mathematics, or a related field Preferred • Experience at an ETF issuer, ETP provider, hedge fund, or asset management firm, • Familiarity with listed derivatives (futures and options) in addition to OTC products, • Working knowledge of digital assets and crypto-linked derivatives operations, • Advanced degree (MBA, CFA, FRM) is a plus, • Experience implementing or migrating operations technology platforms WHAT WE OFFER • A founding leadership role with direct influence on team structure and firm strategy, • Competitive base salary with a performance-driven bonus structure, • Comprehensive health, dental, and vision benefits, • Collaborative, entrepreneurial culture with a lean and expert team, • Exposure to innovative financial products at the frontier of the ETP industry, • Prime NYC office location with a vibrant, fast-paced working environment

Charles River ++++ Senior Associate – Investment Compliance Series 7~ This position offers direct interaction with investment operations, trading personnel, and cross-functional support teams within a fast-paced financial services environment. The role combines exposure to regulatory oversight, trade surveillance, forensic review processes, and operational controls, with opportunities for long-term professional growth. The successful candidate will be responsible for monitoring portfolio holdings and trading activity to ensure adherence to client mandates, internal governance standards, and applicable regulatory obligations across a range of managed investment vehicles and advisory accounts. Key Responsibilities • Independently assess and resolve pre-trade and post-trade compliance alerts in partnership with trading, operations, and support teams, • Review daily compliance monitoring and trading exception reports, coordinating issue resolution across multiple business areas, • Prepare and complete required regulatory ownership and disclosure filings, • Partner with Compliance, Legal, Technology, Relationship Management, and Investment teams to address client reporting requests and regulatory inquiries, • Identify and implement process improvements and operational efficiencies through collaboration with internal technology resources, • Analyze historical account and trading activity to support client certifications and reporting requirements, • Prepare and submit international ownership disclosures, shareholder notifications, and related regulatory submissions across various jurisdictions, • Monitor and validate manual investment restriction controls based on established risk and oversight frameworks, • Maintain and update departmental policies, procedures, checklists, and governance documentation, • Conduct reconciliation and control review projects to ensure consistency across internal systems and data sources, • Support additional regulatory and compliance initiatives as assigned Qualifications • Bachelor’s degree with at least 5 years of relevant experience within investment management, asset management, or institutional financial services, • Strong understanding of capital markets and investment products, including experience with fixed income, equities, and derivatives preferred, • Familiarity with U.S. financial regulations governing investment advisers, registered funds, trading activity, and market oversight; exposure to international regulatory frameworks is a plus, • Ability to work independently while collaborating effectively within a team-oriented environment, • Strong analytical, organizational, and problem-solving capabilities with exceptional attention to detail, • Effective written and verbal communication skills across technical and non-technical stakeholders, • Proven ability to manage competing priorities and meet deadlines in a high-volume environment, • Experience with Bloomberg and other industry-standard financial systems and applications, • Industry licensing preferred or willingness to pursue relevant securities registrations

Our client is a top tier global hedge fund investing in the technology, media and telecommunications sectors with $70 billion AUM. The work environment is dynamic, fast-paced and fun. There is a free gym (including a trainer), 100% covered benefits, great health insurance, business casual attire and smart people. The Role This Coordinator role is a tremendous opportunity to learn the hedge fund business at a successful and growing fund. The position is twofold and its goals are to serve as: (1) Support: create a structure which allows your team to operate at the highest level; and (2) Broker Liaison: uphold the integrity of the fund and its research process as a face to Wall Street. You will: • Liaise with sell-side sales coverage for model, call and meeting requests, • Manage calendars for your team, • Procure and screen investment research, • Conduct ad hoc research projects, • Answer phones for your team and overflow from other lines as needed, • Maintain contact database Qualifications • Degree from a top university, • Zero to three years of post-collegiate work experience, • Outstanding verbal and written communications skills, • Meticulous attention to detail, • Strong work ethic and desire to excel in a dynamic work environment, • Advanced ability in Microsoft Office products; familiarity with Bloomberg a plus

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on—and we’re hiring analysts who want to drive that transformation. This isn’t a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science to shape institutional-grade financial software. If you’re an analyst looking for more impact, more ownership, and the chance to help shape real tools for investors—we’d love to talk. Responsibilities • Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components, • Analyze portfolio- and security-level performance, risk, and attribution, • Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes, • Conduct market, macroeconomic, and security-level research to support client workflows and product insights, • Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients Requirements • 2–4 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar), • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets, • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility, • Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers—with the ability to distill complex analysis into clear, actionable insights, • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows, • Self-starter with the ability to work independently in a fast-paced, remote environment, • Familiarity with institutional investment processes, research platforms, and financial data tools Qualifications • Bachelor’s or Master’s degree from a top-ranked university in Finance, Economics, Engineering, or a related field, • Minimum GPA of 3.7 (required), • CFA, FRM, or MBA is a strong plus, • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus

Company Description 2912 Advisors is a boutique consulting firm specializing in delivering CFO/COO services as well as middle and back office support tailored to emerging and mid-size investment managers, family offices, and liquidating funds. With over two decades of collaboration, the firm’s partners bring extensive expertise in launching and managing diverse investment vehicles, including hedge funds, private equity, managed accounts, and hybrid funds. 2912 Advisors leverages its deep industry knowledge to provide customized solutions for various investment strategies. Role Description This is a full-time hybrid role located in New York, NY with opportunities for some remote work. • Utilize knowledge of various asset classes, including equities, options, futures, swaps, corporate credit, foreign exchange, and commodities to support the operations of our client base., • Manage various client relationships with vendors such as prime brokers, executing brokers, administrators, ISDA counterparties, and order management and accounting software providers., • Support the clients’ trading desks and assist, as needed, with security setup, trade entry, and trade confirmation., • Implement and assist with the day-end processes and sign-off for our clients., • Perform daily cash, position, and activity reconciliations with Prime Brokers and Administrator within the client’s accounting system., • Work with multiple systems, product types, vendors, and clients in a fast-paced environment that requires attention to detail and ability to multitask effectively., • Review and process corporate actions within client portfolios, including reorganizations, spinoffs, tender offers, dividends, and option exercises/assignments., • Produce cash and leverage reporting for clients, as needed., • Assist with preparation of various regulatory filings (i.e., Form ADV, Form PF, 13F etc.), • Assist in on-going projects to document and improve current processes and protocols to find efficiencies. Qualifications • Bachelor’s Degree in Accounting, Business or Finance., • 3+ years of experience in a hedge fund or financial services operations role is preferred., • Solid knowledge of various instrument types, as mentioned above., • Proficient with Microsoft Excel., • Experience with various systems such as Bloomberg, Enfusion, and Eze Eclipse., • Highly motivated individual who has a desire to learn and think creatively in a demanding environment., • Solid analytical skills with the ability to perform complex problem solving., • Capable of prioritizing and handling multiple assignments, working under pressure within deadlines and producing accurate, high-quality results., • Strong written and verbal communication skills., • High level of responsibility with a focus on operational controls, attention to detail, risk management, and customer service.

Job Purpose: Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure. Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform. Duties & Responsibilities: • Serve as the first point of contact for customers needing technical assistance., • Must work East Coast Market hours, • Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues, • Troubleshoot hardware, Windows 10, Windows 11 and application issues, • Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones, • Install and manage Spyware/Malware tools, • Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay, • Provide first level network support and troubleshooting for both wireless and wired configurations, • A basic understanding of Active Directory at the Organization Unit level, • Troubleshoot Cisco Phone systems / Video conference Requirements & Qualifications: • Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support., • Experience with incident management/ticketing system like ServiceNow, • Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365, • Experience with System Center Configuration Manager/Endpoint Manager, • Experience with patch management and application deployment, • Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices, • Ability to thrive in a fast-paced environment and work effectively under pressure, • Experience providing ongoing support to C-suite executives, • Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred, • High school degree required; college degree strongly preferred, • Must be willing to get MS900 certification Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type, • No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and _. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: _.

Job Description We are looking for a dedicated candidate who is eager to learn in a fast pace environment. We are actively seeking for someone with strong communication skills, works well in a team, and is motivated to help a multitide of clients and their employees with benefit administration. Looking for recent graduates that are seeking to start their career! JOB DUTIES: • Answer client support phone calls, support voicemail support inbox e-mails., • Answer technical and non-technical questions, • Identify and asses client’s needs to achieve satisfaction, • Direct requests and unresolved issues to designated department, • Build sustainable relationships of trust through open and interactive communication, • Handle complaints, provide appropriate solutions and alternatives within the time limits, • Follow up to ensure resolutions have been met, • Close out or open call records, • Provide feedback on the efficiency of the customer service process BENEFITS INQUIRIES: • Insurance Products: Adds, Terms and Changes, • Research Clients and Employee Benefit Question, • EOBs, • Life Events, • Plan Information, • Exclusions, • Provider Research, • Deduction Research/Cost JOB REQUIREMENTS: • Associates Degree, • 1-3 years customer support experience, • Strong phone and listening skills, • Excellent communication and presentation skills, • Ability to multi-task, prioritize and manage time effectively SKILLS: • Excellent data entry skills., • Strong oral and written communication skills, • Strong client relationship and interpersonal skills, • Must be technologically savy, • Strong problem-solving and analytical skills., • Self-motivated, high energy, goal oriented and a positive attitude., • Must be able to work both independently and in a team environment., • Bi-lingual Spanish is a plus. Company DescriptionTriton Benefits and HR Solutions is one of the fastest growing Benefit Brokerage firms in the Nation. Triton manages over $400M in annual insurance premium. Triton's Clients also receive Payroll and Human Resource services. Triton in an ADP Broker Partner and also a news content provider for its clients and a number of news media outlets such as Bloomberg, L.P.Triton Benefits and HR Solutions is one of the fastest growing Benefit Brokerage firms in the Nation. Triton manages over $400M in annual insurance premium. Triton's Clients also receive Payroll and Human Resource services. Triton in an ADP Broker Partner and also a news content provider for its clients and a number of news media outlets such as Bloomberg, L.P.

The Company Standard Practice AI is building the next generation of foundational tools for medical practices. Over one million healthcare professionals spend 4.5 hours each day on the phone. Standard Practice is a voice AI platform that automates medical practices outbound calls to insurance, patients, and pharmacies. Our AI agent completes calls as an employee would, all without someone having to sit on the phone. We help medical practices generate more revenue, faster, and focus on care, not paperwork. Today, we're using voice AI to transform medical practice operations. Looking forward, we're building the next set of foundational tools that power medical practices across the country. We’re growing fast and raised over $10 million from Bloomberg Beta, Tiger Global, Wing VC, A* Capital, and Expa. Our HQ is located in Flatiron, New York City. Responsibilities • Deliver end-to-end improvements to backend logic, APIs, and workflows, • Proactively identify issues via telemetry and fix them with automation, • Reduce the need for reactive support, • Triage, solve, and deploy bug fixes, • Build features intelligently with help from others Requirements • Background in CS, Engineering, or other technical field, • 0-2 years of professional software engineering experience, • Skilled in Python and familiar with related frameworks (Django, FastAPI, etc.), • Experience working with relational databases (Postgres, etc.), • Lives in or is willing to move to NYC Benefits • Competitive salary and equity ownership, • Excellent medical, dental, and vision plans, • 401k and commuter benefits, • Budget for the technology tools you need, • Education stipend

Key Responsibilities • Maintain the firm’s master litigation calendar, including establishing notification systems and managing individual attorney calendars., • Calculate and track litigation deadlines in accordance with applicable court rules, statutes, and procedural requirements., • Prepare customized calendar and docket reports as requested., • Monitor active cases, conduct research on litigants, and coordinate with external vendors to obtain publicly filed court documents., • File and serve court documents electronically and manually in both state and federal courts., • Collaborate with members of the Managing Clerk’s Office to maintain accurate and up-to-date litigation dockets and calendaring systems., • Respond to case teams regarding deadline-related inquiries, including interpreting and analyzing applicable court rules., • Prepare tailored docket and case status reports as needed., • Coordinate and, when necessary, perform court services functions, including retrieving court documents, filing, reviewing submissions, and managing process servers., • Monitor case activity across assigned courts, obtain decisions and orders, track docket updates, and communicate status changes to responsible attorneys., • Coordinate cross-functional projects within the Managing Clerk’s Office, including docket audits, motion tracking, appeals tracking, and business development reporting., • Provide general administrative and office support as needed., • Maintain accurate time entries in iTimeKeep., • Perform additional duties as assigned. Qualifications • Bachelor’s degree preferred but not required., • 3–6 years of relevant experience preferred., • Proficiency with legal calendaring systems such as CourtAlert and CompuLaw., • Familiarity with electronic and manual filing systems in state and federal courts (e.g., PACER, NYSCEF)., • Experience using online legal research and court databases such as Bloomberg Law and CourtLink., • Strong understanding of federal and state court rules and procedures, including CPLR and FRCP., • High level of accuracy with exceptional attention to detail., • Strong organizational, analytical, critical thinking, and communication skills., • Demonstrated customer service orientation in a professional services environment., • Knowledge of docketing, calendaring, and recordkeeping best practices in a law firm setting, particularly as they relate to risk management and loss prevention., • Professional demeanor with strong interpersonal skills and the ability to collaborate effectively across all levels of the firm., • Willingness and ability to work overtime as needed., • Prior experience handling calendaring responsibilities in a legal environment. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Research Analyst - Corporate (Law Firm Library) Research & Knowledge Management Services Debevoise & Plimpton LLP is a premier law firm with market-leading practices, a global perspective and strong New York roots. Our clients look to us to bring a distinctively high degree of quality, intensity and creativity to resolve legal challenges effectively and cost efficiently. We believe in hiring talented and dedicated individuals as members of our administrative community. We draw on the strength of our culture and structure to deliver the best of our Firm to our lawyers and clients through true collaboration. We are seeking a savvy and dynamic Research Analyst - Corporate, to join our highly collaborative Research & Knowledge Management team. This role is an exciting opportunity to contribute to a premier global law firm by providing high-level litigation and business research support to attorneys, legal assistants, and Business Development professionals across practice groups. The ideal candidate will possess a deep understanding of transactional research tools, a proactive mindset, and the ability to thrive in a fast-paced, high-performance environment. The role follows a hybrid work model, blending in-person collaboration with remote flexibility in accordance with firm guidelines. Responsibilities include but are not limited to: • Provide high-quality, customized corporate, transactional, and business research services to attorneys, legal assistants, and the Business Development team in support of client matters and firm initiatives., • Conduct in-depth SEC filings, securities laws, and corporate precedent research to support sophisticated transactional and business matters., • Serve as the research liaison for the M&A practice group, including Healthcare M&A, Insurance, and other practice areas as designated by the Research Manager., • Apply strong analytical judgment to identify, evaluate, and synthesize information, delivering accurate and timely research tailored to attorney and client needs., • Manage multiple assignments simultaneously, using effective planning and project management skills to meet demanding deadlines while operating within established budgetary parameters., • Produce and disseminate curated current-awareness and competitive intelligence to support the information needs of the Firm’s corporate practice groups., • Maintain and enhance practice-specific intranet research pages, ensuring content is current, relevant, and accessible., • Assist with general research tasks and projects as required., • Assist with onboarding and research orientation sessions for new associates and Summer Programs., • Participate in additional research projects and provide support to the department as required. Requirements: • Demonstrated expertise in corporate, transactional, and business research methodologies., • Possesses a strong knowledge of transactional precedent research and SEC filings., • Proficiency with a wide array of research databases and tools, including: Intelligize, Bloomberg Terminal, CIQ, Preqin, Factset, Refinitiv, PitchBook, Deal Point Data, Lexis+, Westlaw, VitalLaw, Practical Law, among others., • Utilizes appropriate fee based and non-metered resources to provide excellent practice support in a timely and cost-effective manner., • Strong attention to detail, intellectual curiosity, and a collaborative, client-service-oriented approach., • Ability to work independently with minimal supervision while contributing to a team-oriented culture., • . Excellent communication and project management skills., • Minimum of 5 years of corporate/Transactional research experience at an AmLaw 50 firm or equivalent legal environment Preferred Qualifications: • Master’s degree in Library & Information Science (M.L.S./M.L.I.S.) from an ALA-accredited institution and/or Juris Doctor (J.D.) degree., • Knowledge of basic litigation, securities law, and tax research a plus. TO APPLY: A resume and cover letter are required to apply for this position. Please tell us where you saw this position posted and send required materials to: Taria Yarborough Human Resources Sr. Human Resources Generalist tkyarborough@debevoise.com Debevoise & Plimpton LLP is an equal opportunity/affirmative action employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other legally protected category in accordance with U.S. law.

Research Analyst – Litigation (Law Firm Library) Research & Knowledge Management Services Debevoise & Plimpton LLP is a premier law firm with market-leading practices, a global perspective and strong New York roots. Our clients look to us to bring a distinctively high degree of quality, intensity and creativity to resolve legal challenges effectively and cost efficiently. We believe in hiring talented and dedicated individuals as members of our administrative community. We draw on the strength of our culture and structure to deliver the best of our Firm to our lawyers and clients through true collaboration. We are seeking a savvy and dynamic Research Analyst - Litigation, to join our highly collaborative Research & Knowledge Management team. This role is an exciting opportunity to contribute to a premier global law firm by providing high-level litigation and business research support to attorneys, legal assistants, and Business Development professionals across practice groups. The ideal candidate will possess a deep understanding of legal research tools, a proactive mindset, and the ability to thrive in a fast-paced, high-performance environment. The role follows a hybrid work model, blending in-person collaboration with remote flexibility in accordance with firm guidelines. Responsibilities include but are not limited to: • Deliver comprehensive litigation research across diverse practice areas using both conventional and emerging research platforms., • Conduct case law, statutory, regulatory, and legislative history research under the direction of the Research Manager., • Serve as the research liaison for one of the firm’s litigation practice groups as designated by the Research Manager., • Assist with general research tasks and projects as required., • Support attorneys with cost-effective research strategies and provide targeted training sessions on legal research tools and databases., • Assist with onboarding and research orientation sessions for new associates and Summer Programs., • Apply strong analytical skills to distill complex research findings into actionable insights that directly support legal strategy and client needs., • Manage multiple time-sensitive assignments effectively, balancing priorities within budget and deadline parameters. Requirements: • Demonstrated expertise in expertise in litigation, case law and factual research methodologies., • Proficiency with a wide array of research databases and tools, including:, • Lexis+, Westlaw, Bloomberg Law, Practical Law, VitalLaw, PACER, Wolters Kluwer tax resources, and Quest, among others., • Utilizes appropriate fee based and non-metered resources to provide excellent practice support in a timely and cost-effective manner., • Strong attention to detail, intellectual curiosity, and a collaborative, client-service-oriented approach., • Ability to work independently with minimal supervision while contributing to a team-oriented culture., • Excellent communication and project management skills., • Minimum of 5 years of legal research experience at an AmLaw 50 firm or equivalent legal environment. Preferred Qualifications: • Master’s degree in Library & Information Science (M.L.S./M.L.I.S.) from an ALA-accredited institution and/or Juris Doctor (J.D.) degree., • Knowledge of securities law, tax, or basic corporate research a plus. TO APPLY: A resume and cover letter are required to apply for this position. Please tell us where you saw this position posted and send required materials to: Taria Yarborough Human Resources Sr. Human Resources Generalist tkyarborough@debevoise.com

Job Title: Field Technician Job Description This Field Technician role focuses on providing high-touch, executive-level end-user support in a large, global enterprise environment. You will deliver advanced desktop support, manage device provisioning and lifecycle, and ensure reliable onsite and conference room technology experiences. The position requires a polished, professional presence and strong communication skills to support a demanding, high-visibility user base. Responsibilities • Provide Level 2 and Level 3 end-user support for Windows desktops, including troubleshooting hardware and software issues., • Support finance, tax, and accounting applications, including Bloomberg terminals, ensuring they operate reliably and efficiently., • Handle new hire setups and device refresh activities as part of a Device-as-a-Service program, ensuring users receive fully configured devices on time., • Perform laptop imaging and deployment, ensuring devices are properly configured and compliant with organizational standards., • Manage and support Azure AD / Entra ID joined devices, maintaining secure and consistent access for users., • Provision and manage devices using Intune and Autopilot, including configuration, enrollment, and policy application., • Support legacy imaging processes using SCCM where required, ensuring continuity during transitions to modern management., • Deliver onsite support for moves, adds, and changes (MAC work), coordinating and executing changes to user setups and equipment., • Provide white-glove, in-person support to executives and other high-profile users, ensuring a professional and seamless support experience., • Support conference room and AV technologies, including Logitech Microsoft Teams Rooms systems, ensuring rooms are ready and functional., • Assist with meeting setup and troubleshooting for conference room technology, addressing issues quickly to minimize disruption., • Assist with mobility support for mobile devices, learning and applying best practices under guidance., • Assist with basic telecom support, gaining exposure to telephony systems and related technologies., • Assist with AV systems beyond conference rooms as needed, developing skills in a variety of audio-visual setups., • Collaborate with a team of field technicians to support approximately 900-1,000 global users and occasionally a broader ecosystem of over 2,000 users., • Maintain a professional, polished presence at all times and communicate clearly and courteously with users and colleagues. Essential Skills • Strong Windows desktop support experience at Level 2 and Level 3, including hardware and software troubleshooting., • Hands-on experience with Intune and Autopilot for modern device management and provisioning., • Experience managing and supporting Azure AD / Entra ID joined devices., • Demonstrated ability to provide end-user support in an onsite, high-touch environment., • Excellent soft skills and communication abilities, with the capacity to support executive-level users in a white-glove setting., • Polished, polite, and professional demeanor suitable for a high-visibility, professional environment., • Strong interpersonal skills, with the ability to build rapport, manage expectations, and handle sensitive or urgent issues calmly., • Experience working within mid to large company environments, supporting a sizable user base. Additional Skills & Qualifications • Experience supporting finance, tax, and accounting applications, including Bloomberg terminals., • Exposure to or experience with SCCM for legacy imaging and device management., • Experience in industries such as law, finance, or higher education is preferred., • Experience supporting conference room and AV systems, particularly Logitech Microsoft Teams Rooms setups., • Exposure to mobility support for mobile devices, with willingness to learn and expand skills., • Exposure to telecom systems and basic telephony support, with willingness to develop further expertise., • Experience working as part of a field technician team supporting hundreds to thousands of users across multiple locations. Why Work Here? You will join a large-scale, global enterprise environment where you can work with modern device management tools and high-profile users, gaining exposure to complex, enterprise-grade technologies. The organization supports a clear path from contractor to full-time employment, with budget already approved for conversion after six months, providing stability and long-term growth potential. You will collaborate with an experienced team of field technicians, develop your skills in modern endpoint management and AV technologies, and build a strong professional profile in a polished, high-touch environment. Work Environment This role is fully onsite in a New York office five days per week, supporting approximately 900-1,000 users globally and occasionally a broader ecosystem of over 2,000 users. You will work as part of a team of around 10 field technicians in a professional, high-touch environment where executive-level users expect prompt, polished support. The technology stack includes Windows desktops, Azure AD / Entra ID, Intune, Autopilot, SCCM for legacy imaging, and Logitech Microsoft Teams Rooms systems for conference rooms. The setting emphasizes a professional, polished presence and clear communication, with an expectation of business-appropriate attire and demeanor to match the high-profile user base. Job Type & LocationThis is a Contract position based out of New York, NY. Pay and BenefitsThe pay range for this position is $30.00 - $35.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace TypeThis is a fully onsite position in New York,NY. Application DeadlineThis position is anticipated to close on Jun 4, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

If you would like to be among the first to learn about new job opportunities at Bloomberg Philanthropies please fill out the form below to provide us with a few pieces of information that will help us get in touch with you and align your expertise and experience to upcoming roles. We look forward to staying in touch - in the meantime we encourage you to stay up to date with Bloomberg Philanthropies' work through our , or any of our social media handles - , , ,, , , or _. Accommodation Bloomberg Philanthropies provides reasonable adjustment/accommodation to individuals with disabilities. Please let us know if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email careers@bloomberg.org. Equal Opportunity Bloomberg Philanthropies is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg Philanthropies' policy to provide equal opportunity and access for all persons, and the Organization is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a "Protected Characteristic"). Bloomberg Philanthropies prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.

EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and mentorship, along with opportunities for advancement and growth. At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Responsible for research and analysis of various federal income tax issues, including Accounting Methods, partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and internal restructuring Draft emails and memos Draft Firm-wide alerts on current developments in federal income tax Assist with Firm-wide trainings in federal income tax Assist with Federal domestic tax due diligence in connection with M&A transactionsand Accounting Methods 8 + years of progressive federal income tax consulting and/or Accounting Methods experience (large law firm, large accounting firm, or IRS preferred) J.D. and Tax LL.M. Experience working with partnerships, S corporations, and/or C corporations, and accounting methods Strong analytical and writing skills Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com . For Minnesota and Illinois, the expected salary range for this position is between $140,000 and $270,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Remote #LI-TJ1 New York

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and mentorship, along with opportunities for advancement and growth. Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and internal restructuring Draft emails and memos Draft Firm-wide alerts on current developments in federal income tax Assist with Firm-wide trainings in federal income tax Assist with Federal domestic tax due diligence in connection with M&A transactions 3+ years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred) J.D. Tax LL.M. Experience working with partnerships, S corporations, and/or C corporations Strong analytical and writing skills Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com . For Minnesota and Illinois, the expected salary range for this position is between $100,000 and $150,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Hybrid #LI-TJ1 New York

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will join a culture that has received multiple top "Places to Work" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work You will have the flexibility to manage your days in support of our commitment to work/life balance Research and analyze various federal income tax issues in connection with but not limited to: accounting methods, operating partnerships, LLCs and more Assist with M&A tax structuring, and internal restructuring Draft emails and memos Draft Firm-wide alerts on current developments Assist with Firm-wide trainings Assist with Federal domestic tax due diligence in connection with M&A transactions and accounting methods JD or LL.M (Tax) 20+ years of progressive federal income tax consulting experience dealing with operating partnerships Strong experience with various substantive accounting methods, LLC and partnership tax issues, including allocations, liabilities, capital shifts, continuations, divisions, and profits interests. Experience working at a large accounting firm CPA LL.M Strong proficiency with Excel Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. For Minnesota and Illinois, the expected salary range for this position is between $170,000 and $300,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. #LI-Hybrid #LI-TJ1 New York

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Manager to join our National Tax Office with a focus on M&A Transaction work. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and mentorship, along with opportunities for advancement and growth. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and internal restructuring Draft emails and memos Draft Firm-wide alerts on current developments in federal income tax Assist with Firm-wide trainings in federal income tax Assist with Federal domestic tax due diligence in connection with M&A transactions 4 + years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred) J.D. and Tax LL.M. Experience working with partnerships, S corporations, and/or C corporations Strong analytical and writing skills Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com . #LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is between $110,000 and $170,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. New York

About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description What'sit all about Visa understands thatoperatinga successful company includes driving business growth, delivering strong shareholderreturnsand expanding digital commerce in support of local economies. The Social Impact & Sustainability (SIS) teamexecutes onthis beliefevery day, connecting our shared communities within and outside of Visa. We strive to place Visa at the forefront to power the future of commerce for everyone through inclusive financial products, innovative and impactful solutions, and responsible corporate leadership. Our team works toleverageVisa's assets, businessmodeland global scale to drive business growth and economic growth, with a focus on communities where we do business. We aim to achieve this by building purpose-driven partnerships and delivering programs that have societal and businessbenefit, with a particular emphasis on supporting the financial success of small and micro businesses (SMBs). Visa Foundation supports Visa's corporate purpose to uplift everyone everywhere by enabling financial inclusion for small businesses and communities. Established in 2017, the Visa Foundation nowrepresentsnearly $500M in assets and supports grantmaking and impact investmentsgloballyhaving reached millions of businesses worldwide through its partners. The organization, which serves as the philanthropic arm of Visa, works with partners to support underserved people and communities. TheSenior Manager will be responsible for leadingmonitoring, oversight, and, where appropriate, rebalancing of the Visa Foundation's Public Markets Investments portfolio, includingPublic Equities and Fixed Income. Reporting to the Head of Investments, this role plays a critical part in ensuring the portfolio is managed in alignment with the Foundation'sInvestment Policy Statement (IPS), longterm return objectives, liquidity needs, and risk tolerance. The Senior Manager will work closely with external investment managers, internal stakeholders, and the investment team to deliverhighquality portfolio monitoring, detailed investment analysis, and disciplined implementation. The role also supports the Foundation's broader portfolio management needs. Key Responsibilities Public Markets Portfolio (70%) • Monitor performance, risk, and exposures acrossPublic Equities and Public Fixed Income portfolios, • Evaluate manager performance relative to benchmarks, peers, and stated mandates., • Identify performance drivers, factor exposures, and concentration risks., • Identify periodic rebalancing actionsto maintain alignment with the Foundation's IPS targets forrisk, return, and liquidity., • Conductmacroeconomic and microeconomic analysisto inform asset allocation decisions, risk management, and tactical adjustments., • Assess market conditions, interest rate dynamics, equity valuations, and liquidity considerations relevant to the portfolio. Private Portfolio, Portfolio Analytics & Reporting (30%) While expected to focus more on the Public Portfolio, the candidate is also expected to support on underwriting and execution of private funds portfolio and reporting as well to be part of the investment team fully in achieving sound overall portfolio management and execution. The tasks may include: • Support as needed on Private Funds Impact Investment portfolio during the investment cycle (diligence, underwriting, portfolio execution and monitoring), • Produce quarterly and annual portfolio monitoring materialsfor the Investment Committee., • Prepare clear, concise analysis on performance, risk metrics, attribution, and key portfolio developments., • Partner with operations, finance, legal and external service providers to execute investment decisions This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 8 or more years of relevant work experience with aBachelorsDegreeor at least 6 years of work experience with an Advanced degree (e.g.Masters, MBA, JD, MD) or 2 years of work experience with a PhD. PreferredQualifications: 10 or more years of relevant work experience with aBachelorsDegreeor 8 or more years of relevant experience with an Advanced Degree (e.g.Masters, MBA, JD, MD)or 4 years of work experience with a PhD. Experience in investing in public markets (US and Int'l, Developed and EM Int'l markets), including asset allocation, manager research, and portfolio analysis. Experience managing and investing in public equities, public fixed income, and multiasset portfolios. Demonstrated experience working withinstitutional portfolios(endowments, foundations, pensions, asset managers, or OCIOs). Bloomberg terminal proficiency to perform historical and look-forward analysis of Funds performance CFA or similar level of technical finance certification Interest (and/or some experience) in Private Funds/Impact Investing with a view to grow into the role of supporting in Private markets Interest in Philanthropy and use of grants and investments asatool forsupporting the growth of small businesses and economic development Ability to integrate technology into work. Expertlevel in PowerPoint and Excel. And Aptitude and interest in Gen AI tools Stellar writingandeditingabilities, as wellasoral communications skills. Strong analytical skills and proven ability to connect dots among different work streams. Comfortable communicating with all levels of stakeholders internally and externally. Strong interpersonal skills, collaborative mindset, self-starter, and an exceptional work ethic; high level of EQ to function across stakeholders in a matrixed environment Ability to work well in a fast-paced and dynamic environment and manage multiple projects, often on short deadlines and under pressure. U.S. Applicants Only The estimated salary range for this positionis $153,700.00 to $ 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. Work Hours Varies upon the needs of the department. Travel Requirements This position requires travel 5-10% of the time. Mental/Physical Requirements This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer Qualified applicants will receive consideration for employment without regard to race, color religion, sex, national origin, sexual orientation, gender identity, disability or protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues and accounting methods, and other matters Transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture, fund and REIT/blocker structures Manage REIT tax structuring and due diligence projects for real estate acquisition transactions Consult and advise on like-kind exchanges and reverse like-kind exchanges focusing on tax implications with respect to boot and liabilities Assist with the review of fund documents, joint venture/lower-tier partnership agreements and the tax consequences of the economic agreements (tax allocations, distribution preferences, etc.) Draft emails and memos Review of tax projections, tax workpapers and tax returns for clients in the real estate industry including partnerships and REITs Oversee and manage the tax return process including identification and resolution of tax issues Monitor and review legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients, including development of related internal and external content Draft Firm-wide alerts on current developments in federal income tax Assist with Firm-wide trainings in federal income tax 10+ years of tax compliance and/or tax consulting experience with a niche focus on real estate private equity 4 + years of progressive federal income tax consulting and advisory experience (large law firm or accounting firm) Experience working with partnership and REIT accounting and tax concepts Proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) J.D. and Tax LL.M. Significant experience working with partnerships, REITs, S corporations, and/or C corporations Experience working with Delaware Statutory Trusts Strong analytical and writing skills Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: _ #LI-MA1 #LI-Hybrid For NYC and California, the expected salary range for this position is between $125,000.00 and $250,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. New York

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. This role sits at the intersection of Forensics, Compliance, and Financial Services Advisory, leading complex investigations, regulatory engagements, and dispute-related consulting work. You will drive integrity across client engagements and internal initiatives while leveraging deep securities industry expertise to support litigation, compliance assessments, and risk mitigation strategies. Impact You'll Make Serve as a trusted advisor to senior leadership and clients on complex risk, compliance, and dispute-related matters. Assist in high-profile dispute resolution and compliance initiatives, promoting integrity, accountability, and defensible outcomes across engagements. Strengthen client and organizational risk posture by identifying, investigating, and mitigating fraud, misconduct, and regulatory exposure. Help shape and enhance compliance frameworks align with evolving regulatory requirements, industry standards, and securities market practices. Drive business growth by leveraging industry relationships and identifying new client opportunities within the financial services sector. Build and mentor high-performing teams, fostering a culture of excellence, collaboration, and continuous improvement. What You'll Do Support senior management in complex dispute resolution engagements, involving financial services matters in which operational, regulatory, and compliance requirements are at issue. Oversee consulting projects involving the development or enhancement of client policies, procedures, and controls to ensure regulatory compliance and mitigate risk. Lead project teams and oversee client investigative engagements involving enterprise and client risk assessments, identifying vulnerabilities and recommending practical mitigation strategies. Monitor regulatory developments (e.g., SEC, FINRA, AML/KYC, FCPA, SOX) and emerging risks, advising on industry trends and compliance expectations. Assist senior management and subject matter experts in preparing clear, concise, and defensible reports for legal proceedings. Lead business development efforts, including: Developing pitch materials and proposals Attending industry conferences and building client relationships and drafting thought leadership content Oversee project management across engagements, including: Work planning, team building, document organization, report drafting, work product quality control, and budget tracking. Assist in creating and reviewing project materials and work product, including financial analysis, corresponding charts, graphs, and demonstratives. Utilize industry tools and technologies (e.g., Power Point, Bloomberg, LexisNexis, CapIQ, Salesforce, Relativity) to support analysis and reporting. What You Bring Bachelor's degree in Accounting, Finance, Business, or a related field (advanced degree preferred). Professional certifications such as , CFE, CAMS, or prior securities licenses (Series 7, 63, 24) strongly preferred. 5-10 years of experience in financial services consulting. Deep knowledge of securities industry regulations, trading practices, and/or brokerage operations. Experience with regulatory frameworks such as SEC, FINRA, SOX, FCPA, and AML/KYC. Proven ability to lead teams and deliver high-quality, defensible work product. Strong analytical, problem-solving, and decision-making skills. Excellent written and verbal communication skills, including formal report writing and presentation delivery. Demonstrated business development capabilities and client relationship management experience. Strong organizational skills, attention to detail, with the ability to manage multiple projects under tight deadlines. Experience mentoring and developing teams, with a collaborative leadership style. High level of integrity and ability to handle sensitive, confidential matters with sound judgment. How You'll Thrive Lead with integrity and sound judgment in high-stakes, sensitive, and often ambiguous situations. Navigate evolving regulatory landscapes with a proactive, solutions-oriented mindset. Build strong internal and client relationships, fostering trust and collaboration. Balance strategic leadership with hands-on execution across multiple engagements. Develop and mentor team members while reinforcing a high-performance culture. Embody Stout's core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great Communicators. Deliver Relentless Excellence in client service, risk management, and investigative outcomes. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. _ The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity.All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $120,000.00 - $215,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Background: Bloomberg Philanthropies works to create catalytic change across five areas of focus: arts and culture, education, the environment, government innovation, and public health. Our mission is to ensure better, longer lives for the greatest number of people. Our approach is rooted in Mike Bloomberg's unique experience and success across the field of business, government, and philanthropy. The Position: We are seeking an Administrative Project Coordinator to support aSenior Managerof the Management Team. This role serves as a key liaison between the SeniorManagerand other leadership teams across Bloomberg Philanthropies. The ideal candidate is an exceptional communicator with strong interpersonal skills, who is agile, discreet, and able to work both independently and collaboratively with internal teams and external stakeholders. This individual will play a critical role in ensuring the SeniorManagerand their teamoperateata high level,demonstratingmeticulous attention to detail to support effective information flow, seamless workflows, and consistent follow-through. This position requires balancing complex project coordination across teams with high-level administrative and scheduling responsibilities, approaching both with equal rigor, organization, and energy. This is an in-person role based in New York City. Essential Duties and Responsibilities: • ManageSeniorManager's calendar(s), including scheduling appointments, arranging meetings,anticipatingneedsand changing or rearranging meetings asappropriate, along with ensuring that any necessary administrative and technological resources are provided, • Accountable forday-to-daymanagement of the SeniorManager'spriorities, preparedness,eventsand schedule; includingmaintainingnotes and follow-up from meetings and events, communicating with both internal and externalstakeholders,and tracking action items to ensure projects are on schedule and deadlines are met, • Collaborate and work alongsidefellowcoordinators and theorganization'sChief of Staff, to ensure seamless coordination of the entire Management Team's portfolio, • Assist with Board Member engagement and compilation of board materials and other related information, • AssisttheEvents Team on high level events, meetings and convenings, • Activelyassistwith projects as needed, including responding to priorities and resourcing needs as they shift over the lifecycle of our programs, • Draft email correspondence, memos,briefings,presentationsand recaps from meetingsfor a broad audience, • Maintain data and project updates for internal check-ins and coordination with other Bloomberg teams, • Manage andmaintaindigital records and files related to ongoing work including creating organized file systems and file guides or record indexes, • Field inquiries toappropriate teammembers, respond to employee and outside inquiries, and ensuretimelyresponse to urgent issues, • Coordinate travel arrangements, including flights, ground transportation, hotels,expensereportsetc. Required Qualifications: • A minimum of5years' experiencein project management with a focus on time and task management inclusive of tracking deliverables and deadlines via clear timelines or workback plans., • Priorgovernmentorpolitical experiencepreferred., • Bachelor'sDegreepreferred, • Exceptional organizational and project management skills, with the ability to juggle multiple priorities simultaneouslywhilemaintainingattention to detail, • Enjoy working and collaborating with others, • Able to effectively receive and apply feedback, • Excellent written and verbalcommunicationskills, • Experience with discretionand managingconfidentialinformation, • Willingness to work in a fast-paced and dynamic environment, • Experience handling data and operational reports;comfort with technology and digital toolsispreferred. Accommodation Bloomberg Philanthropies provides reasonable adjustment/accommodation to individuals with disabilities. Please let us know if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email careers@bloomberg.org. Equal Opportunity Bloomberg Philanthropies is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg Philanthropies' policy to provide equal opportunity and access for all persons, and the Organization is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a "Protected Characteristic"). Bloomberg Philanthropies prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics. We'reproud to provide all full-time employees with comprehensive healthcare coverage, as well as programs and services to help them and their families manage their health and well-being. In addition to health, dental, and vision coverage, we offer disability and life insurance, a retirement savings plan (complete with a generous company match), and an array of wellness programs. We also haveperks including fitness and gym reimbursement, commuter savings programs, and discounts on products and services. The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. Annual Salary Range $85,000—$115,000 USD

You will write everything from breaking news on proposed regulations to longer term enterprise stories that companies and consumers care about. You will be the tip of the spear on our biggest stories on influence in Sacramento and why what is happening there matters to corporations across the country and lobbyists in Washington, DC. You will drive coverage on national trends and highlight key state and local developments. Report and write news articles and breaking news alerts, often on deadline. Cover news as it happens, live and in person, including at courthouses, state legislatures, and other strategic locations within your assigned region. Pitch, develop and write analytical pieces and feature stories on complicated subjects like tax and legal developments, making them accessible to readers Demonstrate knowledge of federal and state legislative, regulatory, and judicial processes. Establish strategic relationships with sources, editors, news desk, etc. Serve as a resource for other correspondents and Washington based reporters. Participates in special projects and performs other duties as assigned. You need to have: Bachelor's degree with coursework in English or journalism preferred. 8-12 years' experience in journalism, including at least one year reporting on subject areas covered by assigned publications. Demonstrated knowledge of journalism principles and techniques. Knowledge of federal and state legislative, regulatory, and judicial processes. The ability to cover events live as they happen and meet with sources in-person within the location being covered. Pay Scale: 78,337.00 - 121,422.00 USD Annual Equal Opportunity Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group's policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law ("Protected Characteristic"). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics ("Discrimination").

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Fundamental Research Group (FRG) Associate at Capital Group" As one of our FRG Associates,you will work closely andcollaborate with Fixed Income Investment Professionals and peers to deliver valuable insights, conduct bottom-up fundamental research and analysis that will drive investment decisions. You will partner with investors on their coverage to help generate investment ideas and monitor holdings by conducting deep fundamental research on bond issuers, financial analysis, drafting research notes, facilitating meetings with issuer stakeholders, sell-side firms and industry specialists, relative value comparison and working as a key contributor in the credit investment process. You will work on projects with growing complexity over time, receiving guidance and mentorship from experienced investment professionals. "I am the person Capital Group is looking for" • You are passionate about building a career in credit research and have a strong interest in corporate credit investing., • You have 2-5 years of experience in credit research, investment banking, buyside/sell-side research or a related field (experience covering emerging markets and/or investment grade corporate credit is preferred)., • You have a strong desire to continue to develop bottom-up fundamental credit research skills working in partnership with experienced investment professionals., • You have experience with fundamental credit analysis, working with sell-side firms and industry consultants, Bloomberg, utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to generate insightful analysis., • You are intellectually sharp, detail-oriented and able to ramp quickly across new issuers, sectors and geographies while producing accurate, high-quality work., • You are a proactive self-starter who takes ownership, keeps research processes moving and exercises sound judgment in ambiguous or evolving situations., • You communicate clearly and concisely in writing and discussion, with the ability to synthesize complex credit issues into actionable investment insights., • You have experience developing and maintaining charts, financial analyses and visualizations that support credit research and communicate investment conclusions effectively., • You thrive in team settings. You ask good questions, bounce ideas off others and proactively share your perspective., • You enjoy learning new things and can flex to varying work styles and expectations., • You have an inquisitive mind, demonstrating intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends., • You apply sound judgment in resolving conceptually complex matters., • You collaborate and develop/maintain relationships both inside and outside the organization., • You are available for occasional travel on research trips to meet with issuer constituents and investment professionals., • You have a bachelor's degree in finance, economics, STEM or a relevant field of study., • You are comfortable using AI / LLM tools to improve research productivity (ChatGPT, Claude Code/Claude Excel). Familiarity with programming languages (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus, but not necessary. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. New York Base Salary Range: $150,155-$240,248 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits _. • Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Job Description About Us: Founded 20 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 600 people operating throughout North America, Europe and Asia. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: We are seeking to hire an Equity Research Analyst who will immerse themselves in the information landscape, staying abreast of real-time news developments to help our trading strategies. This role is pivotal for providing timely insights and analysis that feed into the critical decision-making processes within our dynamic trading environment. Job Responsibilities: • Willing to work overnight (roughly 2pm to 11pm ET), • Collaborate closely with traders and other analysts to communicate significant market events instantly., • Analyze broad macro trends, closely monitor geopolitical developments, and perform deep dives into company financials., • Construct and uphold detailed company and market databases., • Help develop and maintain earnings and valuation models. Requirements: • Degree in Accounting, Finance, Economics, Mathematics/Statistics, or a related field. 1-3 years of experience., • Independent initiator with a robust skill set in analytical problem-solving., • Strong technical proficiency in Excel and experience with Bloomberg or Reuters., • A strong interest in following the news, market movements, and an understanding of their impact on trading., • A strong work ethic with the capability to assimilate quickly in a demanding, high-pressure environment., • Knowledge of SQL, Python, or other programming languages is useful., • Prior experience in buy-side or sell-side research is beneficial. Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care Options, • Employer Paid Group Term Life and AD&D insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible Vacation policy, • Retirement plan with employer match DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees. The range below reflects the expected base salary for this position. It represents a good-faith estimate of the base pay we anticipate offering, with actual compensation determined by your experience, education, skills, and performance throughout the interview process. This role is also eligible for a discretionary bonus (at DV Trading's discretion) and DV Trading's benefits package, including the benefits listed above. Base Salary Range$130,000—$170,000 USD

Job Description Job Description: Equity Assistant Trader & Operations Administrator Functional Title: Equity Assistant Trader & Operations Administrator Corporate Title: Associate Department: Equity Reports To: Head of Trading (to Head of Equity) Position Summary Manage trade execution, performance measurement, database management and portfolio attribution analysis for the Equity team. Collaborate and liaise with Operations Analyst, Back-Office, Compliance, and other relevant parties for business planning, automation projects and client communications for the Group's clients. Provide administrative support to the equity research analysts and operations analyst to ensure accurate trading activity, analysis and reporting. Essential Duties & Functions • Manage the processing and settlement of trades according to trading & operations guidelines and standards., • Assess, interpret, and report on market practices and developments as they pertain to trading., • Execute trades within guidelines with a focus on quality of trade execution in compliance with legal and regulatory requirements., • Complete all trades in a timely manner in collaboration with Operations, broker/dealers and Back-Office. Ensure compliance with Tokyo's zero-tolerance policy for trade errors. • Communicate and collaborate with various front, middle, and back-office teams to ensure accuracy and completeness of trades and reporting., • Fulfill daily, weekly and monthly reporting requirements., • Collaborate with IT to develop and implement automation projects. Experience & Qualifications • Bachelor's degree in Finance, Economics, a related field or equivalent work experience., • At least 3-4 years of experience in financial services, including at least 1-2 years within a trading environment., • Prior experience in equities, market analysis, equity trading, fund management or portfolio administration., • A solid understanding of equity and financial markets is required., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg required., • VBA skills are desirable, along with experience with SQL, BQuant, etc., • Ability to effectively prioritize work in a real-time environment. Compensation & Others Expected Annual Base Salary: $100,000.00 - $110,000.00. Work Hours: 8:30 AM - 5:00 PM, with flexibility to work additional hours as needed. Equal Opportunity Employer: The Company is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, sex, or any other characteristic protected by law.

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. Job Description Our Financial Institutions team is actively looking for an experienced Associate 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, • Assessing industry research and trends Qualifications: • 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, • Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter Compensation: 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 - $160,000.00 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 & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot., • Most preferred are candidates with an MBA and/or CFA and/or BBA, or comparable graduate degree and already licensed for FINRA Registrations (SIE/7/63/86/87). However, we will also consider other strong candidates without these credentials. Compensation: 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 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, • Assist in process improvement initiatives to increase efficiency and reduce operational risk Job Requirements/Preferences: • 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, • Able to work with staff that are onsite Compensation: 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 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: Fixed Income Trading Expert Type: Flexible, project-based Compensation: $150–$180/hour Location: Remote Role Responsibilities • Evaluate and improve AI-generated outputs related to bond pricing, yield curves, and spread analysis., • Design realistic trading scenarios and edge cases based on real-world market behavior., • Review model reasoning on trade structuring, execution decisions, and risk management., • Provide feedback on accuracy, market intuition, and institutional realism., • Annotate datasets and create high-quality training examples for financial AI systems., • Collaborate with researchers to refine model performance on trading workflows. Qualifications Must-Have • 3–10+ years in fixed income trading, sales & trading, or portfolio management., • Day-to-day experience executing fixed income trades., • Hands-on experience using Tradeweb or similar electronic trading platforms., • Strong familiarity with RFQ workflows, price discovery, and order management systems., • Willingness to provide candid, experience-based feedback on trading tools. Preferred • Experience with quant tools (Python, Excel modeling)., • Familiarity with Bloomberg, MarketAxess, or similar platforms., • Interest in AI/ML applications in finance. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description Portfolio BI's flagship platforms - PBI Axiom, PBI Vector, and PBI Stratus - empower alternative asset managers to solve complex data challenges across analytics, workflow, governance, and security. Our Stratus practice delivers fully managed IT and cybersecurity services to hedge funds, private equity firms, and other financial services clients who demand enterprise-grade reliability from a team that understands their business. We are seeking a seasoned Sr. System Engineer - Onsite to serve as the primary technical presence at a high-profile financial services client. This is not a traditional support role - you will be the trusted technical lead and day-to-day partner to the client's leadership, owning the reliability, security, and continuous improvement of their entire technology environment. You will bring deep cloud and infrastructure expertise, a strong automation mindset, and the client-facing maturity to translate technical complexity into business outcomes. You will serve as the escalation anchor for all Level 1 and Level 2 issues, partner with our engineering teams on complex initiatives, and ensure the client's environment evolves alongside their business. Requirements • 4 to 8 years of experience in systems engineering, cloud operations, or a closely related role, • Proven track record as a senior technical resource in a dedicated or client-facing environment, ideally within an MSP or financial services firm, • Strong hands-on experience with Microsoft Azure (IaaS, PaaS, hybrid architectures) - Azure Administrator Associate certification preferred, • Deep expertise across the Microsoft 365 ecosystem: Exchange Online, SharePoint, OneDrive, Intune, Entra ID, Teams Calling, • Solid command of cloud networking: VNets, VPNs, load balancing, DNS, NSGs, ExpressRoute, and hybrid connectivity, • Windows Server administration including Active Directory, Group Policy, DNS, DHCP, and DFS, • Scripting and automation proficiency in PowerShell, Python, and Bash - you write code to solve operational problems, not just for documentation, • Hands-on experience with infrastructure-as-code tools: Terraform, ARM templates, or Bicep, • Solid networking fundamentals: LAN/WAN/DMZ architecture, routing, switching, firewalls, DHCP, and DNS, • Experience supporting market data platforms and vendor integrations common in financial services environments (Bloomberg, Refinitiv/LSEG, CapIQ, Advent, or similar), • Excellent client-facing communication skills - able to engage confidently with both technical teams and business leadership Preferred Qualifications: • Prior experience in the alternative investment industry (hedge funds, private equity, asset management), • Microsoft certifications such as Azure Administrator Associate (AZ-104) or Microsoft 365 Certified: Enterprise Administrator Expert, • Experience with cybersecurity tools: Microsoft Defender for Endpoint, Microsoft Sentinel, CrowdStrike, or Darktrace, • Familiarity with Citrix Virtual Apps and Desktops (XenApp) or similar application delivery platforms, • Experience supporting hybrid cloud and on-premises integrations including VMware or Hyper-V environments, • Working knowledge of Linux server administration, • Familiarity with ITIL practices and ITSM tools such as ServiceNow or Jira Service Management Key Responsibilities: Client Partnership & Onsite Leadership • Serve as the senior onsite technical lead and trusted advisor to the client's CTO and senior stakeholders, • Build and maintain a strong client relationship grounded in technical credibility, proactive communication, and follow-through, • Translate business requirements into technical solutions, providing guidance on infrastructure decisions, vendor evaluations, and technology roadmap considerations, • Represent Portfolio BI's standards and quality of service in every client interaction Infrastructure Operations & System Health • Own the day-to-day health, performance, and availability of the client's cloud and hybrid infrastructure, • Provide hands-on support across end-user systems, server infrastructure, networking, storage, identity, and security layers, • Proactively monitor systems using cloud-native and third-party tools, identifying and resolving risks before they affect operations, • Execute and oversee operational activities including patching cycles, backup validation, disaster recovery readiness, and scheduled maintenance, • Support and administer the full Microsoft 365 ecosystem including Exchange Online, SharePoint, OneDrive, Intune, Entra ID, and Teams Calling Incident & Problem Management • Serve as the primary escalation point for critical incidents, ensuring timely resolution within defined SLA commitments, • Lead root cause analysis (RCA) efforts and implement durable corrective actions to prevent recurrence, • Drive continuous improvement of incident response processes, runbooks, and escalation paths, • Maintain clear and timely communication with clients during active incidents, providing status updates and post-incident summaries Automation, IaC & Cloud Engineering • Design and maintain infrastructure-as-code (Terraform, ARM templates, Bicep) to ensure consistent, repeatable deployments, • Develop and enhance automation scripts (PowerShell, Python, Bash) to reduce manual operational overhead and improve reliability, • Support cloud deployments, configuration changes, and infrastructure updates under strict change control procedures, • Identify automation opportunities across operational workflows and lead implementation through to production Security & Compliance • Enforce security best practices, compliance standards, and patch management policies across all managed environments, • Administer identity and access management (IAM) including Entra ID policy design, conditional access, and privileged access controls, • Ensure proper implementation of logging, monitoring, and audit frameworks using tools such as Microsoft Sentinel, • Collaborate on security incident response, threat hunting, and remediation efforts in line with client risk posture Documentation & Continuous Improvement • Maintain high-quality documentation including operational runbooks, and change records, • Participate in regular business reviews and provide technical input on client roadmap discussions Benefits This is a full time role with the following employment benefits: • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, including support for cloud and security certifications

Job Description Summary: PLEASE NOTE - This is NOT a technical role for a Data Analyst, Data Scientist or someone with an IT background. Candidates MUST have experience in the Market Data realm and be able to administer Market Data contracts. Please read the description before you apply The Market Data Analyst at S4 Market Data will oversee client projects and be responsible for the overall service delivery of our managed services with respective clients. This position will manage market data service inquiries and projects from clients as well as manage a market data administrator within the projects to ensure administrative tasks are being completed in an accurate and timely manner. The ideal candidate will have market data vendor management and administrative experience; sourcing and negotiating contracts, managing procurement/sourcing requests throughout the spend life cycle, speaking with internal business units and stakeholders (legal, finance, IT, etc.) to procure goods/services for our clients. The candidate needs to be located in the US, this is a fully remote position. Responsibilities: • Handle day-to-day demand management or vendor management and administrative inquiries from internal business units, including but not limited to; data/sourcing requests, contract negotiation, entitlement administration, exchange reporting, moves/adds/changes requests, inventory management, procurement/legal approval, expense allocation, invoices reconciliation, and spend reporting., • Interact with the client’s various internal stakeholders and business units; technology, legal, accounting/finance, human resources, and investment managers., • Oversee the inventory management process of leavers/joiners, ensure current inventory is accurate and up-to-date. Oversee the reconciliation invoices and validation of monthly allocations/expenses., • Conduct monthly/quarterly exchange reporting and ensure exchange policies and data compliance across the client’s end-users and applications. Administer their datafeeds (EMRS, DACS, Etc.), • Review spend and enact cost savings and avoidance initiatives. Provide respective business units with an overview for their costs; understand their products/services and respond to any inquires as needed. Maintain reports on costs and identify ways to consolidate spend., • Conducts regular internal team meetings to report on client SLA’s and to ensure all client service deliverables are being met and completed. Qualifications: • Bachelor’s degree in MIS, Business, or related degree and 3-5 years of relevant experience in financial services or market data. Relevant work experience in consulting is preferred., • Experience working with Market Data vendors such as Bloomberg, FactSet, Exchanges (NYSE, ICE, etc.)., • Knowledge of FITS and MDSL inventory systems is preferred., • Excellent communication and project management skills and experience in working closely with internal client business units and senior stakeholders., • An entrepreneurial and self-regulating mind-set. Display a high level of time management skills to manage multiple and elaborate requests simultaneously., • Have high energy and be a self-starter with the ability to work independently and as part of a team. Powered by JazzHR CqzWdPMF1h

Job Description The Position Our US office has established itself as a recognized specialist in finance and treasury management and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition to further grow in finance/treasury, and also to contribute to the development of the US and wider global team. You will have a strong core corporate finance/treasury background and experience in consulting. You will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow as a consultant. Candidates with more experience may be considered for a more senior position. Key Responsibilities: This is an excellent opportunity to make your mark at Zanders by joining a small, ambitious, growing team. Your role will include: Providing strategic advice to clients on corporate finance solutions, focusing on optimizing balance sheets and ensuring access to capital and funding to support business growth and strategic objectives. Leading finance projects within the "Office of the CFO", engaging with client executive teams to drive strategic initiatives such as financial planning, debt management, liquidity management, merger & acquisition and business finance activities. Analysing companies from a financial, operational and industry perspective to identify gaps and improvement opportunities Constructing financial models to help clients assess growth strategies, capital structure decisions and transaction alternatives Preparing C-suite and Board level presentations to help drive strategic decisions Identifying new business/project opportunities both locally and internationally. Playing a part in commercial activities such as presentations, RFP’s, events and networking Proactively researching market/product developments and actively seeking out treasury advancements Participating in and coordinating internal and external knowledge delegation sessions, such as treasury/finance boot camps, client roundtable meetings, guest lecture events and internal trainings Ensuring project deliverables of the team to the client are submitted on a timely basis Being a career coach and mentor to a small team you manage Skills to be successful: 7-12 years’ experience in Corporate Finance or Treasury, especially liquidity planning, cash forecasting, capital planning, working capital, and market risk management (especially IR & FX) At least 3 years of consulting experience Experience managing and mentoring teams Relevant professional qualifications including a Bachelors Already holding or ambition to carry out further education such as the CTP, CPA or CFA Knowledge of core treasury systems and ERPs are a plus. Systems include Anaplan, Alteryx, Bloomberg, Kyriba, SAP, GTreasury, FIS Strong presentation skills and content creation abilities Willingness to travel 30% or more on occasion Able to work a full business day and effectively contribute in a hybrid environment – home, office, and client Team player who takes accountability and is keen to learn and grow Residing and legally authorized to work in the US We offer: We offer an entrepreneurial culture, that values personal development, with ample room for new initiatives. You will work in an international environment, that fosters career advancement with enthusiastic and helpful colleagues. The opportunity to become an expert in your chosen field; build skills rapidly alongside diverse clients and A hybrid work environment, that promotes a healthy work-life balance, plus a laptop and mobile phone Allowance to set up your home office in an ergonomically responsible way Participation in the Zanders bonus scheme Healthcare and 401k 30 days PTO Annual Zanders' trip to a (surprise) location in Europe Overall, a truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology *A fully-remote working arrangement for this role is possible, but candidates based in the New York/New Jersey area who are able to work on a hybrid arrangement have our preference. About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process. By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in fixed income trading, bond markets, rates products, credit trading, structured products, trading workflows, and institutional market analysis. This role supports current and upcoming remote consulting opportunities focused on structured fixed income market review, bond pricing analysis, trading scenario evaluation, execution workflow assessment, risk management reasoning, and high-quality project execution. Selected professionals will apply their trading expertise to review realistic market scenarios, evaluate pricing and execution logic, prepare structured written feedback, and support accurate, experience-based financial markets workflows. Key Responsibilities Professionals in this role may contribute to: Bond Pricing, Rates & Credit Market Review • Review fixed income scenarios involving bond pricing, yield curves, spread analysis, interest rate products, credit markets, and relative value strategies, • Evaluate outputs involving Treasuries, swaps, futures, repos, investment-grade credit, high-yield credit, distressed debt, or related fixed income instruments, • Assess market reasoning against pricing dynamics, liquidity conditions, curve behavior, spread movements, and real-world trading context, • Identify missing assumptions, pricing issues, weak market logic, and expected fixed income review outcomes Trading Workflow & Execution Assessment • Review scenarios involving RFQ workflows, electronic trading platforms, order management, price discovery, trade structuring, and execution decisions, • Evaluate trading recommendations against market structure, execution feasibility, institutional workflow expectations, and practical trading judgment, • Support structured review of workflows connected to Tradeweb, Bloomberg, MarketAxess, order management systems, or similar trading platforms, • Prepare clear written explanations for trade-related conclusions based on source materials and verifiable market reasoning Risk, Strategy & Dataset Annotation • Review fixed income strategy scenarios involving duration, convexity, DV01, carry, roll-down, liquidity, macro drivers, and portfolio risk, • Evaluate AI-generated market commentary, trading scenarios, annotations, and training examples for accuracy and institutional realism, • Support structured review of rates trading, credit trading, securitized products, emerging markets debt, structured products, and relative value ideas, • Maintain accuracy, consistency, and professional judgment across submitted work Ideal Profile Strong candidates may have: • 3–10+ years of experience in fixed income trading, sales and trading, portfolio management, credit trading, rates trading, structured products, or related institutional markets roles, • Background at an investment bank, hedge fund, asset manager, proprietary trading firm, trading desk, or similar financial markets environment, • Hands-on experience executing or evaluating fixed income trades across government bonds, corporate credit, rates, securitized products, emerging markets debt, or related instruments, • Familiarity with RFQ workflows, price discovery, order management systems, Tradeweb, Bloomberg, MarketAxess, or similar trading tools, • Strong understanding of bond math, including duration, convexity, carry, roll-down, DV01, curve positioning, liquidity, and spread behavior, • Ability to explain complex trades, market moves, and execution decisions in clear written form Educational Background • A degree or professional background in finance, economics, mathematics, statistics, engineering, business administration, or a related analytical field is helpful, • Equivalent practical experience in fixed income trading, portfolio management, market making, credit investing, structured products, or institutional trading is also highly relevant Nice to Have • Experience with rates trading, U.S. Treasuries, swaps, curve trades, corporate credit, high yield, CDS, MBS, ABS, CLOs, emerging markets debt, or distressed credit, • Familiarity with Python, Excel modeling, Bloomberg, MarketAxess, Tradeweb, portfolio analytics, trading risk tools, or quantitative market analysis, • Experience preparing or reviewing trade ideas, market commentary, risk summaries, price discovery notes, portfolio positioning materials, or execution analysis, • Interest in AI applications within trading, market intelligence, portfolio analytics, or institutional finance, • Strong attention to detail in fast-moving, numbers-heavy, and market-sensitive environments Why This Opportunity • Apply fixed income trading and market structure expertise to structured remote project work, • Contribute to high-quality bond pricing review, trading workflow assessment, market reasoning evaluation, and financial AI training workflows, • Work on flexible assignments aligned with your fixed income background, • Use your trading judgment in a focused, detail-oriented review environment, • Remote structure with competitive hourly compensation Contract Details • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $175–$225 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance, • Work will not involve access to confidential or proprietary information from any employer, client, or institution About the Platform 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: https://www.24-mag.com/privacy-policy.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in FP&A, strategic finance, corporate development, financial modeling, management reporting, valuation, and structured finance workflow review. This role supports current and upcoming remote consulting opportunities focused on structured finance review, budgeting and forecasting analysis, management reporting assessment, corporate development workflows, investment memo review, capital allocation analysis, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic financial scenarios, evaluate assumptions and documentation requirements, prepare structured written outputs, and support accurate, evidence-based finance workflow tasks. Key Responsibilities Professionals in this role may contribute to: FP&A, Budgeting & Management Reporting • Review finance scenarios involving budgeting, forecasting, variance analysis, board packages, management reporting, headcount planning, unit economics, and operating models, • Evaluate financial planning outputs against source materials, defined targets, business drivers, assumptions, and documented requirements, • Support structured review of forecast packs, variance bridges, board decks, KPI summaries, headcount models, and management reports, • Identify missing assumptions, reconciliation issues, model inconsistencies, and expected finance review outcomes Corporate Development & Transaction Analysis • Review corporate development scenarios involving M&A screening, comparable company analysis, DCF modeling, LBO modeling, merger modeling, synergy analysis, diligence, and valuation review, • Evaluate transaction materials against source data, defined assumptions, valuation ranges, return targets, and documented business criteria, • Support structured review of investment memos, capital allocation memos, diligence summaries, long-range plans, and financial models, • Prepare clear written explanations for valuation and transaction decisions based on source materials and verifiable criteria Strategic Finance & Capital Allocation Support • Review strategic finance scenarios involving long-range planning, scenario analysis, capital allocation decisions, investment cases, operating drivers, and financial decision frameworks, • Evaluate IRR, NPV, payback, unit economics, and strategic finance outputs against specified inputs and expected results, • Support structured review of operating models, board materials, investment cases, management reports, and finance documentation, • Maintain accuracy, consistency, and professional judgment across submitted work Ideal Profile Strong candidates may have: • 3+ years of experience in corporate FP&A, strategic finance, corporate development, investment banking, buy-side investing, transaction advisory, Big 4 advisory, finance operations, or related finance roles, • Working fluency in at least two areas such as three-statement modeling, DCF modeling, LBO modeling, merger modeling, valuation, management reporting, long-range planning, capital allocation, diligence, or operating finance, • Familiarity with finance tools and platforms such as Excel, Google Sheets, PowerPoint, Anaplan, Adaptive Planning, Pigment, CapIQ, PitchBook, FactSet, Bloomberg, NetSuite, or similar finance systems, • Comfort reading and preparing finance artifacts such as operating models, board decks, investment memos, management reports, forecast packs, diligence summaries, valuation models, and capital allocation memos, • Strong written communication skills and ability to explain finance reasoning clearly, • Ability to follow structured instructions and produce evidence-based work Educational Background • A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful, • MBA with a finance concentration or equivalent practical experience in FP&A, strategic finance, corporate development, investment banking, buy-side investing, or advisory work is also highly relevant Nice to Have • Experience with FP&A planning cycles, board reporting, headcount planning, unit economics, long-range planning, M&A diligence, valuation, or investment committee workflows, • Familiarity with three-statement models, DCF, LBO, merger models, comps, scenario analysis, capital allocation, synergy analysis, or management reporting, • Experience preparing or reviewing operating models, board decks, investment memos, capital allocation memos, diligence trackers, forecast packs, or management reports, • CFA, MBA, CPA, CA, CMA, or equivalent finance, accounting, or investment credential, • Strong attention to detail in model-heavy, numbers-heavy, and documentation-based finance environments Why This Opportunity • Apply finance, FP&A, and corporate development expertise to structured remote project work, • Contribute to high-quality financial modeling review, management reporting analysis, transaction assessment, and strategic finance documentation, • Work on flexible, project-based assignments aligned with your finance background, • Use your finance judgment in a focused, detail-oriented work environment, • Remote structure with competitive hourly compensation Contract Details • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $90–$140 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance, • Work will not involve access to confidential or proprietary information from any employer, client, or institution About the Platform 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: https://www.24-mag.com/privacy-policy.

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency. Qualifications • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills., • Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar is a plus. Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicants should be pro-active, motivated, passionate, and work well in a team environment. We pride ourselves on building a team of professionals working toward a common goal in a collaborative fashion. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

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 Equity Capital Markets team is actively looking for a VP / Director for our New York office. The qualified candidate will have a high level of responsibility and extensive access to senior management and clients. The candidate will be working closely with senior members of our Healthcare Industry Group to originate and execute equity and equity-linked transactions. Responsibilities: • Prepare complex financial analysis on companies looking to execute an equity capital raise, • Prepare client pitch materials evaluating the most beneficial structure for an equity capital raise, • Evaluate current and historical market data to support recommendations to clients, • Support the preparation of detailed memoranda and presentations describing the key attributes of client companies, • Research and maintain databases of key healthcare investors, • Manage the execution of equity offerings and communicate with the client’s Management team, • Act as primary coverage for key accounts, including idea generation and client interaction / relationship building, • Participate in various marketing and recruiting activities of the firm, • Recruit, train and mentor Analysts and Associates within the team Qualifications: • Must have 3-5 years of experience in ECM, primarily execution, • Healthcare experience required, • 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, • SIE, 63, 79 FINRA Registrations required at time of hiring or shortly thereafter Compensation: 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 $200,000.00 - $220,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.