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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

IDR is seeking a Business Systems Analyst to join one of our top clients for a remote opportunity. This role offers the chance to support capital markets initiatives through system analysis, data integration, and surveillance solutions in a dynamic environment focused on trading data and regulatory compliance. Position Overview for the Business Systems Analyst: • Lead and support the implementation of TradingHub Trade Surveillance solutions across capital markets environments, • Perform detailed data mapping and analysis of order and execution data across various asset classes, • Analyze and interpret trading activity for Commodities, Equities, FX, and Fixed Income, • Collaborate with business stakeholders and technical teams to gather and document requirements, • Proven experience as a Business Systems Analyst within capital markets, • Hands-on experience implementing TradingHub Trade Surveillance solutions, • Strong experience in data mapping, data analysis, and trade lifecycle workflows, • Deep understanding of order and execution data across multiple asset classes: Commodities, Equities, Foreign Exchange (FX), Fixed Income, • Competitive compensation package, • Full Benefits; Medical, Vision, Dental, and more!, • 25+ Years of Proven Industry Experience in 4 major markets, • Employee Stock Ownership Program, • Dedicated Engagement Manager who is committed to you and your success., • Medical, Dental, Vision, and Life Insurance, • ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.

🚨 Russell Tobin & Associates is seeking a Capital Markets Settlement Analyst 🚨 We’re hiring a Capital Markets Settlement Analyst to support a leading financial services firm. This role sits within Capital Markets, Core Processing & Risk and plays a critical role in supporting trade lifecycle and settlement operations. 📍 Location: Hybrid (3 days per week in office) 💰 Compensation: $28–$32/hour 📅 Duration: 12-month contract with strong temp-to-perm conversion opportunity 💼 What You’ll Do: • Manage the end-to-end trade lifecycle, including trade matching and settlement across asset classes, • Support settlement processes across platforms such as DTC, Fed, and U.S. Treasuries, • Act as a liaison between financial advisors, trading desks, operations, and external counterparties, • Handle high-volume, time-sensitive transactions and resolve breaks/issues in real time, • Collaborate with internal teams (Operations, IT, Risk, Compliance) on process improvements and change initiatives, • Contribute to both “Run the Bank” and “Change the Bank” programs 📊 What We’re Looking For: • Bachelor’s Degree, • Minimum 2+ years of financial services experience, • Corporate finance experience required, • Hands-on trade settlement experience (DTC, Fed, U.S. Treasuries required), • Strong understanding of financial markets and investment products, • Excellent communication skills (written & verbal), • High attention to detail and strong problem-solving abilities, • Ability to manage competing priorities in a fast-paced environment, • Self-starter with strong ownership mindset ➕ Nice to Have: • Advanced Microsoft Excel skills, • Experience with Alteryx, • Exposure to capital markets operations or brokerage environments 💡 This is a great opportunity to gain exposure to capital markets operations, trading desks, and large-scale financial processes, while working in a highly collaborative and fast-paced environment. 📩 Interested or know someone who might be a fit? Let’s connect! Must be authorized to work in the United States Russell Tobin offers eligible employees comprehensive medical, dental, and vision coverage, a 401(k) retirement savings plan, life and disability insurance options, pet insurance, employee discounts, and access to an employee assistance program, identity theft protection, and legal support.

Company Overview: Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society. BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide. Our domains include Financial Services business serves Capital Markets, Insurance and Payments verticals, supplemented with Data & AI, Cybersecurity, Risk & Compliance, Change Management and Digital Transformation practices. We integrate deep industry expertise with business, technology, and quantitative disciplines to deliver high-impact results for our clients. BIP is currently expanding its footprint in the United States, focusing on growing its Capital Markets and Financial Services lines. Our teams operate at the intersection of business strategy, technology, and data to help our clients in driving smarter decisions, reducing risks, and staying ahead in a fast-evolving market environment. About the Role: The Business Analyst will support requirements analysis, process mapping, and functional design for payment and wire initiatives at one of our investment banking clients. This includes supporting US Wires ramp-up, redefining payment flows, ensuring compliance with regulatory and operational controls, and coordinating across business, operations, and technology groups. You must have valid US work authorization and must physically reside around the posted city, within a 50-mile commute. We are unable to support relocation costs. Please do not apply for this position unless you meet the criteria outlined above. Key Responsibilities: • Gather, document, and refine business and functional requirements for payments/wires programs., • Analyze current-state vs target-state workflows; develop process models and user stories., • Partner with engineering and architecture teams to translate requirements into technical designs., • Coordinate UAT, regression testing, and validation with user groups., • Support documentation required for audits, controls, and risk assessments., • Ensure alignment with enterprise initiatives and regulatory mandates. Required Skills: • 3–10+ years as a BA in financial services., • Experience in payments, wires, treasury operations, or transaction banking., • Strong requirements documentation, workflow analysis, and stakeholder communication., • Familiarity with payment messages, exceptions, and operational controls. Preferred Skills: • Experience with ISO 20022., • Agile environments; Jira/Confluence proficiency., • Understanding of APIs, system integrations, and batch vs real-time processing. The base salary range for this role is $100,000 - $140,000 Benefits: • Choice of medical, dental, vision insurance., • Voluntary benefits., • Short- and long-term disability., • HSA and FSAs., • Matching 401k., • Discretionary performance bonus., • Employee referral bonus., • Employee assistance program., • 11 public holidays., • 20 days PTO., • 7 Sick Days., • PTO buy and sell program., • Volunteer days., • Paid parental leave., • Remote/hybrid work environment support. For more information about BIP US, visit ___. Equal Employment Opportunity: It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds. BIP US provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.

Position: Senior Project Manager Location: Jersey City, NJ, 07310 Duration: 12 Months Job Type: Temporary Assignment Work Type: Onsite Shift: 8:00am to 5:00pm Payrate:$ 70.00 - 80.00/hr. Overview: TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two divisions, Retail Banking and Services, and Corporate and Institutional Banking. Overview: DRIVE Project Implementation Americas is building its core expertise in managing transversal and transformation projects across all Global Markets & Global Banking Business Lines. We seek a project manager with strong functional/business knowledge, regulatory compliance expertise, and deep understanding of Banking (corporate loans) and Capital Markets. Familiarity with Client’s culture/operations is a plus. Responsibilities: Project Management: • Manage and lead assigned projects to completion with delivery of agreed objectives, • Ensure that all projects follow Group Policies and Procedure – including proper Project Governance and reporting to senior management & stakeholders, • Create and lead appropriate project governance, • Identify and stabilize the scope of business topics to be addressed / resolved, • Identify and obtain the buy-in from the Primary Project Stakeholders and Sponsor, • Secure the resource plan and prioritization / funding of those resources, • Leverage expertise and problem-solving skills to propose solutions during each phase of the project, • Drive the delivery effort by maintaining project lists, organizing follow up meetings, creating and distributing meeting minutes, • Identify risk and dependencies that could jeopardize project execution., • Ensure clear communication of goals, budget, risks, efforts involved, as well as on the progress of the project, • Work closely with all functions - Front office, Operations, Finance, IT, Compliance, Legal, Risk etc. to ensure successful delivery of project objectives., • Elicit business requirements using interviews & subject matter expertise, • Document requirements, business process descriptions, use cases, scenarios, task and workflow analysis, • Critically evaluate information gathered from multiple sources, reconcile conflicts, & decompose high-level information into details, • Abstract up from low-level information to a general understanding, and distinguish user requests from the true underlying needs, • Proactively communicate and collaborate with external and internal customers to deliver the following artifacts as needed: (1) Business Requirements Documents, (2) Test & Use Cases, • Analyse the current procedures and make change proposals to improve productivity, efficiency and risk control, • Work with various users to clearly identify business requirements – from Front Office to Finance., • Collaborate with IT to ensure that the system functionalities meet the user requirements., • Propose procedural changes to take advantage of the new system functionalities., • Bachelor’s degree from accredited university with focus on Finance, Economics, Business Administration or other relevant field of study., • 6 – 8 years of relevant industry experience., • Expertise in Front Office and Operations (functional or in a project capacity), with knowledge of Banking and Capital Market activities, • A keen focus on ‘Process and Risk’ awareness is a KEY CRITERIA for this position., • Deep knowledge of & experience executing all project management concepts., • Project planning, documentation experience, & stakeholder management is essential, • Excellent level of knowledge of MS Project, Excel, Word, and PowerPoint., • Must have an in-depth understanding of project life cycle and what each phase implies., • Must have excellent communication and reporting skills – Both written and oral., • Must be able to professionally and efficiently manage situations of conflict and work with collaborators to arrive at a solution., • Needs to demonstrate the ability to adapt and learn new processes quickly., • Needs to show ability to multi-task and shift gears for various topics and perimeter during the project life cycle (i.e. Knowledge of FO Products and processes, Operations, IT, Finance etc.)., • Results and Impact, • Impacts division and influences peers and team, • Demonstrates good judgement when making decisions of high complexity and impact, • Relies on limited guidance for most complex decision making, • Is responsible for driving outcomes which have meaningful effect on team or department, • Leadership and Collaboration, • Creates trust with department leaders, • Acts in leadership capacity for large projects, processes, or programs for a team, • Client, Customer and Stakeholder Focus, • Able to build relationships with a mix of intermediate and senior colleagues or clients, • Interacts regularly with management and department leaders, • Demonstrates the ability to persuade and influence stakeholders at team level, • Compliance Culture and Conduct, • Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts CFTC Swap Dealer Associated Person (if yes, NFA Swaps Proficiency Program is required): Not Applicable SEC Security-Based Swap Dealer Associated Person: Not Applicable TekWissen® Group is an equal opportunity employer supporting workforce diversity.

Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond, private credit and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Vice President or Principal will serve as a Senior Analyst on the Credit Research team and will partner with members of the Investment Committee (“IC”) in utilizing their research expertise and industry knowledge to provide buy, sell, or hold recommendations on loans and bonds. They will perform in-depth quantitative and qualitative analyses for their assigned industry sectors by analyzing macro-economic factors and industry trends to assign internal ratings and investment outlooks. The Vice President or Principal will work to ensure that their recommendations help Octagon generate strong risk-adjusted investment returns. We are looking for an individual who is curious, eager to learn, excited to contribute and take initiative, and will help add value to the team. The Vice President or Principal will take on an integral role in helping to manage and contribute to Octagon’s overall portfolio management responsibilities, strategies, and success. Essential Duties and Responsibilities: • Research, analyze, and evaluate credit investment opportunities for assigned industry sectors, • Prepare and present investment recommendations to Octagon’s Investment Committee, • Analyze industry sectors from a long-term and short-term perspective to improve internal ratings and outlooks, • Collaborate and manage relationships with various counterparties both internally and externally (i.e., management teams, investment banks, private equity sponsors, other lenders, and our investors), • Monitor an existing portfolio of predominantly leveraged loan investments through updating investment tracking models, news releases, earnings calls, sell-side research, company filings, and industry conferences, • Evaluate changes in the economic, legislative, or business environments for assigned industry sectors which are likely to have an impact on investment strategy, • Make relative value trade recommendations on existing investments, • Work with, train, and develop a dedicated junior investment professional, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Help answer questions pertaining to investment activity and follow up with solutions/process improvements, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • 5+ years of relevant and in-depth research experience with below investment grade credit and the loan/CLO markets, • 3+ years of primary industry coverage responsibilities, preferred, • CFA or MBA (or other related graduate-level business degree), preferred, • Comprehensive knowledge of credit and ability to overlay trading and fund management considerations into credit recommendations, • Strong leadership skills and ability to collaborate in team environment, • Keen process focus and demonstrated ability to institute best practices across team, • Demonstrated track record of deep credit work and corresponding recommendations supporting above-benchmark performance, • Highly motivated, proactive team player with a positive attitude, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Proven relationship and managerial skills, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Outstanding reputation of professional integrity and maturity Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Contact: Contact: Attention: Howard Barkin, Recruitment Manager Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

You've built a career in treasury. You know the mechanics, you understand the strategy, and you've earned the right to own something bigger than your current title allows. But at your company, the path from Senior Analyst to the next level runs through years of waiting, layers of approvals, and a promotion timeline someone else controls. ⠀ What if you could skip the line? ⠀ 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Pave Talent is hiring on behalf of our client, a fast-growing insurance carrier backed by a major private equity firm. This company was built from scratch by senior leadership recruited from some of the most respected names in insurance and financial services, and it has scaled rapidly with significant capital behind it. ⠀ The treasury function is brand new. The Treasurer is building a team of three, and this Senior Treasury Analyst role is the centerpiece: the person who drives the analytical engine, leads the TMS implementation, and sets the standard for how treasury operates as the business grows. ⠀ 𝗖𝗔𝗥𝗘𝗘𝗥 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗜𝗢𝗡 This is not just a Senior Analyst title. You will function as a de facto Assistant Treasurer, building treasury operations alongside the Treasurer with direct access to the CFO and CEO daily. The Treasurer described it this way: "You're going to be on the ground floor building treasury with the Treasurer from the ground up, effectively acting as an assistant treasurer. If you've got a decent amount of experience, this could be a real way to move up your career quickly and get a ton of experience you wouldn't get at a large shop." ⠀ The company just signed with Kyriba for their Treasury Management System. The implementation hasn't started yet. You would lead that buildout from the operations side, working with the implementation consultant to configure and launch the platform. That is your project from day one. ⠀ 𝗪𝗛𝗬 𝗧𝗛𝗜𝗦 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Most insurance companies are running on decades-old technology, buried in technical debt. This company is building a modern, cloud-native platform from scratch, designed to scale rapidly while redefining how policyholders experience financial products. ⠀ The PE backing isn't just money. The firm behind this company has a track record of building industry-leading businesses across financial services, consumer brands, and technology. The thesis: take a proven operator, give them a blank slate, back them with serious capital, and let them build the company they always envisioned. ⠀ 𝗧𝗛𝗘 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 You will report directly to the Treasurer in a three-person team. There are no VP or SVP layers between you and the C-suite. The company runs a flat, collaborative structure where titles are simple and access is real. ⠀ Your scope covers the analytical and strategic side of treasury: liquidity forecasting, capital and collateral management, investment portfolio support, treasury analytics, and reporting. You will also supervise daily treasury operations run by the Treasury Analyst, mentoring them as processes mature and the function scales. ⠀ 𝗔 𝗡𝗢𝗧𝗘 𝗢𝗡 𝗜𝗡-𝗢𝗙𝗙𝗜𝗖𝗘 𝗥𝗘𝗤𝗨𝗜𝗥𝗘𝗠𝗘𝗡𝗧 This role requires four days per week in-office in Midtown Manhattan (Monday through Thursday), with Fridays remote. This is firm and comes directly from leadership. If a hybrid schedule with four days onsite does not work for you, this is not the right fit. We want to be upfront about this so neither side wastes time. ⠀ 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗨𝗜𝗟𝗗 • Lead the Kyriba TMS implementation: work with the consultant to configure the platform, define workflows, test integrations, and drive adoption across the treasury function, • Own cash flow forecasting across multiple time horizons, gathering inputs cross-functionally from accounting, investments, and operations and presenting to the Treasurer and CFO, • Manage liquidity monitoring, collateral management, and capital requirement reporting as the insurance platform scales, • Support capital markets activity including FHLB program administration, credit facility management, and external counterparty interaction, • Supervise and mentor the Treasury Analyst on daily treasury operations (cash positioning, wire processing, bank reconciliation), ensuring quality and consistency as processes scale, • Build treasury analytics and reporting frameworks from scratch, including board-level and investor-facing deliverables, • Manage banking relationships end-to-end: lead conversations with banking partners, optimize account structures, drive fee negotiations, and handle the operational plumbing of bank forms, controls, and file configurations, • Develop and document treasury policies, SOPs, and internal controls where none currently exist ⠀ 𝗔 𝗡𝗢𝗧𝗘 𝗙𝗢𝗥 𝗣𝗔𝗦𝗦𝗜𝗩𝗘 𝗖𝗔𝗡𝗗𝗜𝗗𝗔𝗧𝗘𝗦 Let's be direct: you're good at what you do. But at a large company, you're going to get strung along for a long time before you get real visibility or ownership. ⠀ Here's the alternative: join a company backed by a major PE firm, led by leadership with decades of industry credibility, and build treasury from scratch alongside the Treasurer. You will get years of compressed experience, direct C-suite interaction, and the kind of resume line that separates you from everyone else at your level. ⠀ If you've been waiting for the right opportunity to make a move, this is it. ⠀ 𝗧𝗛𝗘 𝗥𝗘𝗔𝗟 𝗧𝗔𝗟𝗞 This is a startup. Right now, even the Treasurer is moving cash. The hiring manager said it directly: "I need somebody that's really excited, that wants to work on things. The job will get interesting, but right now it's a lot of rolling up your sleeves." ⠀ There are no inherited playbooks. You will write the playbook. If you need established processes and clear guardrails to do your best work, this isn't the right fit. If ambiguity energizes you and you want to build something you can point to and say "I did that," keep reading. ⠀ You also need to understand how insurance companies make money. That is not negotiable. The team recently passed on a candidate specifically because they could not articulate the basic insurance business model. Come prepared to talk about how insurers generate revenue, manage float, and think about risk. If you haven't done the homework before the interview, you won't get past the first conversation. ⠀ 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱: • 6 to 12 years of corporate treasury experience with demonstrated breadth across multiple functions. This is critical: if your career has been concentrated in a single treasury function, even if you've done it well for a decade, this role requires someone who has touched cash management, forecasting, capital markets, banking operations, and reporting. The CFO recently passed on a candidate whose experience was deep but narrow., • Insurance or regulated financial institution background strongly preferred. Insurance experience is a near-firm requirement from leadership, not just a preference. Candidates from banking, asset management, or other regulated financial services will be considered if exceptional across every other dimension., • CTP (Certified Treasury Professional) certification strongly preferred. CFA or MBA also valued, but CTP carries the most weight for this role., • Hands-on experience with cash flow forecasting, liquidity management, and treasury reporting, • Working knowledge of capital markets instruments: FHLB, revolving credit facilities, commercial paper, or debt programs, • TMS experience as a daily user (Kyriba preferred). Understanding of how treasury management systems work is required; implementation experience is a strong plus but not mandatory., • Direct banking relationship management experience, and not just transacting within systems someone else manages. You need to speak the language of bank operations: forms, controls, file configurations, account structures. The Treasurer needs someone who can pick up the phone with a banking partner and own the conversation., • Ability to commute to Midtown Manhattan 4 days per week, no exceptions ⠀ 𝗕𝗼𝗻𝘂𝘀 𝗣𝗼𝗶𝗻𝘁𝘀: • Experience from a middle market insurance carrier, reinsurer, or PE-backed insurance platform (teams of 5 to 20 people are the sweet spot), • Kyriba implementation involvement (configuration, testing, go-live, not just managing the consultant), • JPMorgan Access or Oracle Financials experience, • Experience mentoring or supervising junior treasury staff, • ALM, collateral management, or investment portfolio support exposure ⠀ 𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 𝗕𝗮𝘀𝗲 𝗦𝗮𝗹𝗮𝗿𝘆: $140,000 to $160,000 𝗕𝗼𝗻𝘂𝘀: 10% to 15% annual target 𝗧𝗶𝗺𝗲 𝗢𝗳𝗳: 20 vacation days, 5 sick days, 14 paid company holidays 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Multiple plan options with 100% employer-paid medical and dental available (varies by zip code; 8 to 10 plans depending on state). Vision is employee-paid. 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 401(k) with employer match 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲: Monday through Thursday in-office (Midtown Manhattan, near Grand Central), remote Fridays. Core hours approximately 8:30 AM to 5:30 PM. No late-night culture; the team is typically out by 5:30. 𝗧𝗵𝗲 𝗢𝗳𝗳𝗶𝗰𝗲: Modern space in Midtown Manhattan, fully stocked with snacks and drinks. Flat culture with no VP/SVP title layers. You will interact with the CFO and CEO regularly. ⠀ Apply via LinkedIn and we'll reach out to schedule a conversation. Confidential search; your application is fully private.

You've spent years learning treasury the right way. Daily cash positioning, bank reconciliations, wire processing, building the muscle memory that makes a treasury function actually run. But somewhere along the way, the ceiling showed up. You're good at what you do, and nobody's asking you to do more. ⠀ This is the role where "more" is the entire job description. ⠀ 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Pave Talent is hiring on behalf of our client, a fast-growing insurance carrier backed by a major private equity firm. This is a company that barely existed two years ago and has already scaled to a full operating team, with serious capital behind it and senior leadership pulled from some of the most recognized names in the industry. ⠀ The treasury function is brand new. You'd be joining a small, tight team working directly with the Treasurer to build operations from the ground up. This isn't a 60-person finance org where treasury runs on autopilot. Here, your work is visible to the CFO and CEO from day one, and you'll have a level of access and impact that takes years to earn at a larger company. ⠀ 𝗖𝗔𝗥𝗘𝗘𝗥 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗜𝗢𝗡 The company just signed with Kyriba for their Treasury Management System, and the implementation hasn't started yet. The Senior Treasury Analyst will drive that buildout, but as the person running daily operations, you'll be right in the middle of it: testing workflows, migrating your daily processes into the new system, and becoming the first power user. That kind of hands-on TMS exposure is rare at the analyst level, and here it's baked into your first year. ⠀ The Treasurer put it simply: "We're building something. I need people who understand that the job will get interesting, but right now it's a lot of rolling up your sleeves." ⠀ 𝗧𝗛𝗘 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 This is an operations-first treasury role. The Senior Treasury Analyst (being hired separately) will own analytical work and oversight. Your job is to own and run the daily treasury engine: cash positioning, wire processing, bank reconciliation, payment operations, and the hands-on work that keeps the function moving. ⠀ You'll report directly to the Treasurer in a team of three. There is no VP or SVP layer between you and leadership. The company operates on a flat, collaborative structure where titles are simple and access is real. ⠀ 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗨𝗜𝗟𝗗 • Own daily cash positioning across all bank accounts; manage and execute wire transfers, ACH payments, and intercompany funding, • Perform daily bank reconciliations and resolve discrepancies with banking partners, • Support banking infrastructure buildout: account setup, signatory management, and direct bank relationship contact (currently on JPMorgan Access), • Support the Kyriba TMS implementation from the operations side: test daily workflows, validate cash positioning and payment processes in the new system, and transition from manual/spreadsheet operations to integrated TMS use, • Assist with cash flow forecasting inputs by gathering data cross-functionally from accounting, investment, and operations teams, • Support liquidity monitoring, collateral tracking, and capital requirement reporting as the insurance platform scales, • Help build and document treasury SOPs, controls, and workflows where none currently exist, • Assist with FHLB program administration and other funding source operations as the capital structure evolves ⠀ 𝗧𝗛𝗘 𝗥𝗘𝗔𝗟 𝗧𝗔𝗟𝗞 This is a startup. Right now, even the Treasurer is moving cash. There are no inherited playbooks, no established SOPs, and no large team to absorb the learning curve. The hiring manager said it directly: "If I'm doing that, then everybody's all hands on deck." ⠀ If you want a role where your boundaries are clearly defined and someone else handles the ambiguity, this isn't it. If you want a role where you build something real and get a decade's worth of exposure in two years, keep reading. ⠀ You also need to understand how insurance companies make money. That isn't optional. The team recently passed on a candidate specifically because they couldn't articulate the basic insurance business model. You don't need to come from insurance, but you need to have done your homework. ⠀ 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱: • 2 to 8 years of corporate treasury experience (more than 8 is likely too senior for this role), • Hands-on daily experience with cash positioning, wire processing, and bank reconciliation (not just forecasting or analytics), • Working knowledge of banking platforms (JPMorgan Access experience is a strong plus), • Ability to commute to Midtown Manhattan 4 days per week, no exceptions, • Understanding of how insurance companies generate revenue (you will be asked about this) ⠀ 𝗕𝗼𝗻𝘂𝘀 𝗣𝗼𝗶𝗻𝘁𝘀: • Experience at a small to mid-size company where you touched multiple treasury functions (not just one silo at a large carrier), • Familiarity with Kyriba or comparable TMS as a daily user, • CTP certification or in progress, • Insurance, reinsurance, or financial services industry background, • Experience building processes from scratch: SOPs, controls, reporting templates, • Exposure to FHLB, revolving credit facilities, or capital markets operations ⠀ 𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 𝗕𝗮𝘀𝗲 𝗦𝗮𝗹𝗮𝗿𝘆: $130,000 to $150,000 𝗕𝗼𝗻𝘂𝘀: 10% to 15% annual target 𝗧𝗶𝗺𝗲 𝗢𝗳𝗳: 20 vacation days, 5 sick days, 14 paid company holidays 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Multiple plan options with 100% employer-paid medical and dental available (varies by zip code; 8 to 10 plans depending on state). Vision is employee-paid. 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 401(k) with employer match 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲: Monday through Thursday in-office (Midtown Manhattan, near Grand Central), remote Fridays. Core hours approximately 8:30 AM to 5:30 PM. No late-night culture; the team is typically out by 5:30. 𝗧𝗵𝗲 𝗢𝗳𝗳𝗶𝗰𝗲: Modern space in Midtown Manhattan, fully stocked with snacks and drinks. A team of roughly 65 people, growing fast. Flat culture with no VP/SVP title layers. You'll interact with the CFO and CEO regularly. ⠀ Apply via LinkedIn and we'll reach out to schedule a conversation. Confidential search; your application is fully private. ⠀ 𝗣𝗮𝘃𝗲 𝗧𝗮𝗹𝗲𝗻𝘁 | 𝗛𝗶𝗿𝗶𝗻𝗴 𝗥𝗲𝗶𝗺𝗮𝗴𝗶𝗻𝗲𝗱

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. The Structured Finance/Specialty Finance Senior Credit Analyst will be responsible for underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes. • Responsible for assessing the credit risk and quality of transactions in the portfolio, • Assist Relationship Manager and Portfolio Manager in underwriting and managing transactions according to the Bank established guidelines and policies, • Analyze transactions and create credit memoranda for new loans and modifications., • Analyze client financial statements, • Manage the renewal process by working with the RM and PM, the client and the credit department, • Review legal documentation for accuracy and compliance with approval requirements, • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines, • Provide ongoing monitoring of credit/covenant compliance, • Perform other administrative duties required for the maintenance of a portfolio of clients, • Ensure compliance with EWB regulatory and credit requirements, • Maintain knowledge of market conditions., • Basic understanding of structured finance and securitization., • Ability to understand and analyze financial statements., • Ability to understand and analyze complex loan structures., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills., • Bachelor’s degree required; Major or Minors in Accounting, Finance, or Economics preferred., • At least three years of experience in structured finance/securitization/specialty finance. Compensation The base pay range for this position is USD $70,000.00/Yr. - USD $100,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $130,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

KYC Analyst Location: New York, NY (Downtown) Department: Compliance About: A leading digital asset and blockchain-focused Financial Services Firm which providing institutional-grade trading, investment banking, asset management, and principal investment solutions within the cryptocurrency and digital asset ecosystem. The Firm serves institutional investors and high-net-worth individuals globally. Position Summary: The Firm is seeking a detail-oriented and highly motivated KYC Analyst to join their Compliance team in New York. This role will focus on performing daily KYC due diligence procedures for both institutional and high net-worth individual clients trading across a comprehensive cryptocurrency book. The ideal candidate will have a strong background in performing KYC vetting procedures for various client risk levels as well as additional experience within client onboarding and regulatory compliance within institutional financial services, with crypto-related KYC experience considered a strong plus. Key Responsibilities: • Conduct comprehensive KYC due diligence reviews for institutional and high-net-worth clients., • Perform client onboarding, including identity verification, beneficial ownership analysis, and source of wealth/source of funds reviews., • Assess and risk-rate clients in accordance with internal policies and regulatory requirements., • Review necessary documentation (e.g., formation documents, organizational charts, shareholder registers)., • Escalate high-risk clients and complex structures to Compliance leadership as appropriate., • Perform ongoing monitoring and periodic reviews of existing client accounts., • Collaborate with Trading, Operations, Legal, and Compliance teams to ensure timely onboarding and regulatory adherence., • Maintain accurate documentation and audit-ready files in internal systems., • Stay current on evolving AML/KYC regulations and crypto-specific compliance risks. Qualifications: • 3+ years of KYC vetting and due diligence experience required, preferably within an institutional financial services, investment banking, and/or capital markets trading environment., • Experience conducting KYC due diligence for cryptocurrency clients and digital asset accounts is strongly recommended., • Solid understanding of AML regulations, OFAC sanctions screening, and risk-based onboarding frameworks., • Experience reviewing complex ownership structures and institutional client documentation., • Strong analytical, organizational, and documentation skills., • Ability to manage multiple onboarding cases simultaneously in a fast-paced environment., • Excellent written and verbal communication skills., • Bachelor’s degree required; CAMS or similar certification a plus. Preferred Experience: • Prior experience at a cryptocurrency exchange, digital asset trading firm, fintech, or capital markets broker-dealer group., • Familiarity with blockchain analytics tools and transaction monitoring platforms recommended., • Exposure to global regulatory frameworks governing digital assets.

SSI (U.S.) Inc. d/b/a Spencer Stuart Spencer Stuart is an equal opportunity and affirmative action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Location: New York Full/Part Time: Full time Req ID: R4690 The Role The Business Development Analyst, Private Equity (PE) will serve as a critical strategic resource within Spencer Stuart's Private Equity Practice, supporting the firm's growing advisory portfolio and enabling high-quality, responsive business development and client engagement efforts. This individual will partner closely with PE Consultants, and the Leadership Advisory Services (LAS) Client Development team (CDT) to design bespoke client proposals, develop compelling presentation materials, and strengthen the firm's overall go-to-market execution within the PE advisory space. The Business Development Analyst will bring consulting acumen, strong analytical capability, robust learning agility, and exceptional communication skills to ensure that clients receive timely, best-in-class proposals and materials. By assuming ownership of proposal development, pitch support, and content customization, this role will meaningfully enhance responsiveness to clients allowing leaders to focus on client delivery, relationship building, and strategic account management. In addition to driving proposal excellence, the Business Development Analyst will contribute to the development of the PE knowledge ecosystem, product output design, and consistent client delivery. This includes building and maintaining a robust library of off-the-shelf materials, anonymized client decks, sample reports, use-case-specific starter kits, pricing examples, and curated insights in collaboration with practice leadership. Moreover, the Business Development Analyst can expect to join client conversations and inbounds to help translate client needs into action, and ensure consistent delivery standards in our methodology, framing, and output. The role will also assist in broader research and business development initiatives, enabling the practice to deliver more data-driven insights and scale its thought leadership. KEY RELATIONSHIPS Reports to: Practice Manager, Strategy and Operations, PE Practice Leadership Partners closely with: Consultants, Leadership Advisory Services Other key relationships: Global Private Equity Practice Analysts, Associates, and Consultants POSITION LOCATION • New York City KEY RESPONSIBILITIES • Strategic Business Development & Proposal Crafting, • Lead the development of bespoke, advisory and multi-solution proposals for Private Equity engagements, ensuring materials reflect client-specific context, integrate relevant Leadership Advisory methodologies, and demonstrate clear strategic framing., • Participate in select client calls and early-stage discussions to gain a firsthand understanding of client needs, enabling the rapid assembly of tailored, high-impact proposals in collaboration with PE advisory consultants., • Serve as an engine for shaping new multi-solution engagement models (e.g., assessment partnerships, succession programs, performance acceleration initiatives) by synthesizing client needs with Spencer Stuart's tools and capabilities., • Client Support & Opportunity Identification, • Partner with PE Consultants to identify emerging business development opportunities across key funds, portfolio companies, and multi-solution pursuit areas., • Conduct targeted research, deal monitoring, and competitive benchmarking to surface trends, signals of advisory need, and opportunities for cross-solution expansion., • Act as consistent project management and client enablement support for high touch advisory partnerships., • Team Coordination & Connectivity, • Act as a central coordination point across the Office of PE, LAS CDT, the Solutions Hub, and industry practices to ensure transparent communication and alignment in advisory pursuits., • Translate consultant needs into actionable workstreams, ensuring timely and accurate delivery of pitch materials, research requests, draft responses, and follow-up items., • Development of Strategic Materials & Client Communications, • Build persuasive, story-driven PowerPoint deliverables that clearly articulate complex ideas, advisory methodologies, and value propositions in a visually compelling manner., • Produce a variety of strategic materials, including one-pagers, client-ready briefing documents, pricing guidance, and multi-stage pursuit trackers, customized for each client situation., • Ensure brand consistency, precision, and adherence to PE positioning across all materials., • Knowledge Management & Content Infrastructure, • Establish and maintain a robust knowledge library for the PE advisory business, including anonymized client decks, starter kits for major use cases (e.g., Performance Acceleration, Exit Readiness), case studies, pricing examples, and proposal templates., • Standardize deliverables for recurring advisory offerings, such as Pre-Deal Assessments, working closely with the Solutions Hub to define best-practice content, structure, and methodologies., • Create and disseminate a business development "playbook" documenting best practices, templates, and tools to enable consistent execution across the PE practice., • Performance Tracking & Operational Excellence, • Build, update, and deliver quarterly reporting and dashboards that track business development activity, proposal outcomes, win/loss learning, and other key performance metrics., • Contribute to the ongoing enhancement of the PE advisory GTM system-including refining templates, strengthening workflows, and identifying opportunities for technology or process improvements., • Project Management & Execution Support, • Provide project management support for routine and complex advisory pursuits, ensuring timely delivery of materials, alignment across stakeholders, and consistent momentum in multi-stage engagements., • Coordinate closely with Associates, Analysts, and Strategy & Operations to gather necessary data, assemble deliverables, and manage workstreams that underpin client pitches and broader business development efforts. IDEAL EXPERIENCE Successful candidates will be self-directed, intellectually agile, and able to proactively anticipate and address the complex business development needs of the Private Equity practice. They must thrive in a fast-paced, quick-turn environment, bringing strong commercial intuition and the ability to translate nuanced client contexts into high-quality, bespoke proposals and strategic materials. In addition, they must collaborate effectively across the Private Equity practice, Leadership Advisory Services Team, and our Client Development Team to shape multi-solution pursuit strategies, strengthen client relationships, and support new commercial opportunities. They will remain composed under pressure, navigate shifting priorities with ease, and demonstrate exceptional multitasking abilities, a strong ownership mindset, and a results-oriented approach to driving advisory growth. Specific experience should include: • 1-2 years of professional services experience, ideally within Human Capital., • Understanding of and interest in the Private Markets and/or Private Equity landscape is strongly preferred., • Demonstrated ability to craft bespoke, impactful proposals and collaborating with senior stakeholders in doing so., • Strong project management and operational ability with exemplary detail-orientation., • Ability to work across global stakeholders internally and externally with clarity, transparency, and understanding of dynamics., • Balance of action-orientation, efficiency, and commitment to quality., • Excellent communication skills and credibility with senior executives and colleagues., • In possession of permanent U.S. work authorization. The base compensation range for this position is $80-90k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes: • Retirement savings plan with discretionary profit sharing contribution and employer match;, • PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;, • Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;, • Life Insurance, and short-term and long-term disability insurance;, • Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and, • Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage. Compensation and benefits are commensurate with other high-end professional services firms. CRITICAL CAPABILITIES FOR SUCCESS Project Management Plan, manage, and drive your own efforts in support of new business development and search assignment support as measured by timely completion of project tasks and feedback from project team members. Manage multiple projects with competing deadlines, work with individuals who have differing styles, and manage challenging expectations. • Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors., • Take ownership of the project by doing what is needed at all phases of the research process. Anticipate the next steps and act independently with minimal direction., • Regularly reassess priorities to allocate resources effectively and proactively adjust your workload to provide additional support to the assignment team as needed., • Deliver commitments on time or notify relevant parties promptly if issues arise or deadlines are at risk of being missed. Problem Solving Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives. • Listen and ask insightful questions., • Leverage knowledge of an industry, function, or sector and relevant resources to gather information., • Subject researched facts to extensive analysis and interpretation before drawing conclusions., • Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information., • Make decisions rapidly, despite the complexity of the issues or pressures involved., • Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases. Impact and Effectiveness Contribute to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate, and peer feedback while working with individuals who have differing styles. • Listen and ask questions to clarify understanding and demonstrate knowledge., • Place team goals ahead of individual goals., • Consider the needs of colleagues and adapt their own communication style accordingly., • Clearly establish expectations and clarify tasks to optimize time and resources., • Willingly assist beyond your assigned responsibilities when necessary., • Raise issues early and to find solutions collaboratively., • Remain poised when under pressure or managing unexpected challenges., • Proactively share beneficial information while maintaining discretion. Industry and Functional Knowledge Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to find the most relevant information, effectively use the available Firm resources, develop, and share industry/functional knowledge. • Identify executive movements in the market and update Quest (ideally in real time) and colleagues., • Have a genuine interest and curiosity about relevant people and businesses; actively build personal awareness and team knowledge around the marketplace and the ecosystem of critical influencers and key agents., • Understand how to identify and navigate the various relevant resources available (Quest, Capital IQ, Pitchbook, BoardEx, LinkedIn, etc.) as well as key people, leveraging both internal and external content and networks to drive distinct and unique insights and outcomes. Development Self and Others Develop self and others; seek and provide feedback, modify own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing their skills and capabilities. • Seek and be open to feedback from colleagues, place value on self-development efforts and opportunities for growth., • Exhibit self-awareness and be willing to adjust your behavior for the benefit of the team. Firm Values Champion the Firm's values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role. • Embrace diverse opinions and encourage teamwork., • Promote inclusivity by bringing cultural awareness and sensitivity to every interaction with colleagues., • Participate and contribute to internal activities; engage with office and practice., • Represent Spencer Stuart well by speaking positively about the Firm and aligning your behavior with the Firm's values., • Conduct yourself in a manner that is consistent with the Firm's values. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law. Please see job description PI283401160 Job distributed by ___.

Company A privately owned real estate investment management firm with a long-standing track record in the industry. The platform manages a diversified portfolio across multifamily and commercial properties on behalf of a global investor base. With offices in major financial centers worldwide, the firm oversees billions of dollars in institutional-quality assets, supported by an integrated operating platform and a seasoned senior leadership team. The Opportunity We are seeking a highly motivated Acquisitions Analyst to join the Transactions Team in New York. This role provides exposure to the full acquisition and disposition process across a growing multifamily portfolio, including underwriting, financial modeling, market due diligence, and investment committee preparation. Key Responsibilities • Assist with underwriting new acquisitions and preparing detailed financial models, projections, and proformas., • Support the full transaction process, including drafting investment proposals, sale materials, and closing memoranda., • Partner with Asset Managers and Portfolio Managers to build detailed operating projections, including capital cost assumptions, for proposed holding periods., • Participate in due diligence, including market research, property site visits, and meetings with third-party consultants., • Monitor target markets and review potential investment opportunities. Qualifications • 4+ years of experience in real estate investment/development, investment banking, or finance., • Strong knowledge of multifamily transactions, including underwriting core, core-plus, value-add, and ground-up development opportunities with waterfall structures., • Advanced Microsoft Excel skills, with the ability to build detailed financial models from scratch (Excel test required)., • Strong analytical, written, and communication skills., • Bachelor’s degree in finance, real estate, or related field., • Highly motivated, detail-oriented, and a collaborative team player with the ability to manage multiple projects simultaneously. Why Join? This is an opportunity to join a well-capitalized, globally active investment management platform with a proven track record. You’ll work alongside a seasoned team in a collaborative environment, contributing meaningfully to high-profile transactions and gaining broad exposure across the investment cycle. You will be on a two year fast track to Associate level and also have the opportunity from day one to participate in the long term investment scheme. To apply for this opportunity, please follow the Linkedin application process or alternatively, send a copy of your resume to Chris Smith at

We are partnered with a real estate investment firm that seeks to invest in high-growth, niche suburbs throughout the Sunbelt region of the U.S., focusing on developing Class A multifamily and active adult communities for middle-class renters in desirable suburbs at an affordable price point. They are seeking a highly motivated Acquisitions Analyst located in New York, NY. The Analyst will support the investor relations, acquisitions, and development team in deal sourcing, underwriting, feasibility analysis, market research, and capital markets. Education and Experience: • 1-3 years+ of relevant experience in real estate development, capital markets, real estate acquisitions or related field., • Proficient in Microsoft Office Suite; strong Excel modeling skills and financial acumen is a must., • Strong interpersonal skills and the ability to foster and maintain relationships with land brokers, lenders, and partners., • Excellent communication skills, including written and verbal communication, for reporting, presentations, and collaboration, • Experience with fundraising and financing processes, • Strong research skills for market analysis and project evaluation, • Bachelor’s degree in Real Estate, Economics, Finance, or a related field.

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets.

Job Description: Overview: We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes. The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one. In this role you will: • Support the execution of live transactions and client mandates, • Prepare presentation materials for clients and prospects, • Research various industries, companies and market trends, • Analyze financial statements and corporate SEC filings, • Manage internal proprietary databases to support internal and client decision making, • Assist in executing transactions, including due diligence and coordinating with external parties and client teams, • Other duties and projects as assigned Your impact: In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets. Contributors to your success: Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and • Strong interpersonal, verbal, and written communication skills, • Self-starter mentality with superior work ethic and the ability to learn new concepts quickly, • Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy, • Superior analytical and technical capabilities, • Advanced proficiency in Microsoft Excel and PowerPoint, • Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.), • Previous experience in credit or financial statement analysis, • The ability to work with large amounts of data and understand causal relationships, • Willingness to obtain, or have obtained, FINRA registration (Series 79) For New York based candidates, the compensation range for the position is expected to be between $100,000 and $125,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than range listed, depending on applicant's skills, qualifications, and experience. Benefits include health insurance, life and disability insurance, 401k, EAP, paid holidays and paid time off. About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit___. Chatham Financial is an equal opportunity employer.

You're looking for a change, and so are we. At Venable, we know that every new hire brings valuable experience, new perspectives, and a chance to raise the bar on our approach to how we work. That's why we're looking for a Research & Competitive Intelligence Analyst to perform research and data analysis in support of the firm's strategic and business development efforts. The Analyst utilizes varied resources to gather intelligence and provide actionable insights regarding current and prospective clients, industries, practice areas, market conditions, and competitors. The ideal candidate will be responsible for... Business Development Research • Conducting research and analysis of clients, industries, markets, technologies, and competitors to support business development activities for individual attorneys, practice groups, industry teams, and firm leaders., • Analyzing, evaluating, and translating data to provide actionable insights and recommendations to attorneys and business development teams., • Identifying the strategic and legal needs of existing and prospective clients to share potential opportunities for securing new business with the business development team and attorneys., • Completing research regarding strategic markets, including geographic regions, area of law, industry sectors, and practice areas to support strategies for practice expansion and/or improvement., • Conducting research on competitor firms by monitoring industry trends and demographics, including expansion and development plans, revenues, lateral hires, office openings, and other key events., • Identifying and analyzing competitor best practices for expansion of practice groups, and compile findings into concise insights for attorneys. The successful candidate will demonstrate... • Bachelor's degree in related field or education/experience equivalent, • 3 years of experience in a role that emphasizes research and qualitative and quantitative analysis, including (but not limited to): legal, corporate research, management consulting, investment banking, or accounting, • Database research skills, ideally with a working knowledge of various external research databases -- including Capital IQ, Hoovers, LexMachina, Litigation Analytics, and Bloomberg Law, among others, • Experience with utilizing Artificial Intelligence (AI) tools for research purposes preferred Pay Range for New York, NY: $85,000 - $97,000 per year The range provided is the minimum and maximum salary that Venable in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Committing your time and talent is no small matter-at Venable, we know that superior client service begins with an investment in our people. Our competitive compensation, robust benefits, and programs that support our employees' well-being, families, and futures reflect our dedication to prioritizing the whole person, not just the professional. Venable's benefits package includes medical, dental, vision, disability, life insurance, flexible spending and healthcare savings accounts, 401(k) with firm profit share, paid time off, firm paid holidays, wellness and personal advocacy programs, family planning resources and leave programs, tuition reimbursement, and more. New employees are provided with detailed orientation to the firm's benefit offerings upon hire. Here, we strive to offer the kind of care that radiates, from our colleagues to our clients, to our communities, so that success finds everyone.

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets.

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets.

Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work.

Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work.

Business Analyst W/ Capital Markets/ Hedge Funds. How many years working with: Capital Markets, Financial services or Hedge Fund trading projects.

Business Analyst/CAT Reporting. We need: A junior (3+ years) to mid-level business analyst with experience in Capital Markets and CAT Regulatory reporting and SQL.

Conduct in-depth market research and analysis in the capital markets sector to support strategic decision-making. Engage with clients and external stakeholders to understand their needs and provide research support.

The Multifamily Senior Financial Analyst will play a critical role in supporting the execution of investment sales transactions across multifamily, mixed-use, and development assets across the Tri-State. Senior Financial Analyst, Capital Markets (Multifamily).

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Public Finance provides exposure to all aspects of the capital markets by working closely with sales, trading and underwriting desk for prospective and live transactions. Interest in public infrastructure finance a plus. As a Summer Analyst within the Corporate & Investment Bank Public Finance Progr

Investment Banking, Senior Analyst/Associate, DCM. BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. The Analyst/Associate will be involved in all aspects of BTIG's Debt and Equity-Linked Capital Markets (collective

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The Investment Banking Analyst (Financial Institutions / Insurance) is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in

DB's Equity Capital Markets (ECM) Group structures, markets and executes bespoke equity transactions for corporations and financial institutions (including private equity firms). The team operates on the private side, working alongside client coverage teams in Investment Banking, and product teams s

Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities.