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Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations and working in close partnership with the firm's Partners and senior leadership, the Principal of Investor Relations will serve as a senior leader of the IR function with shared accountability for the firm's global capital formation strategy and LP franchise. This is a Partner-track role with significant external visibility, senior internal influence and direct responsibility for the growth and institutionalization of ARCHIMED's investor base. The Principal will help shape the forward trajectory of the firm's capital base across flagship funds, co-investment vehicles, GP-led secondaries and new product initiatives, and will act as a primary relationship owner for the firm's most strategic LPs. CAPITAL FORMATION & STRATEGIC LEADERSHIP Partner with the Head of IR and firm leadership to define and execute the firm's multi-year capital formation strategy, including fund architecture, investor segmentation, geographic prioritization and new product development. Hold direct accountability for fundraising outcomes across assigned channels and regions, including pipeline development, LP conversion and commitment sizing against stated targets. Lead the firm's positioning and narrative to the global LP community, ensuring a consistent, differentiated and compelling articulation of strategy, performance, healthcare thesis and impact track record. Own the firm's most strategic LP relationships globally, including sovereign wealth funds, major public pensions, global insurers, top-tier endowments and foundations, and lead consultants. Serve as a trusted senior counterpart to CIOs, heads of PE and investment committees. Identify, cultivate and convert new pools of capital, including untapped geographies, new LP types and new product formats, to support the firm's long-term AUM growth and platform expansion. Serve as a senior external spokesperson for ARCHIMED at major industry conferences, LP advisory boards and public forums, and represent the firm in the most sensitive LP conversations. IR FUNCTION LEADERSHIP Co-lead the IR function alongside the Head of IR, with shared accountability for team structure, talent development, performance management and succession planning across the global IR organization. Set and elevate the standards for LP reporting, communications, servicing and engagement, ensuring the IR platform operates at the level expected by the world's most sophisticated institutional investors. Oversee the firm's LP servicing infrastructure including capital calls, distributions, DDQ management, ODD responses, secondary transfers, side letter administration and bespoke LP workstreams. Lead the strategic design and delivery of the Investor AGM and other flagship LP events, ensuring they serve as a genuine driver of LP engagement and franchise strength. Mentor and sponsor the development of Directors, Associate Directors and junior IR team members, and play an active role in recruiting senior IR talent as the platform scales. CO-INVESTMENTS, GP-LED SECONDARIES & STRATEGIC CAPITAL Lead the strategic direction and execution of the firm's co-investment program, partnering with deal teams to syndicate opportunities efficiently, build deep co-invest partnerships with LPs and optimize terms. Drive the structuring and execution of GP-led secondaries, continuation vehicles, separately managed accounts and other bespoke capital solutions, working alongside Partners, deal teams, secondary advisors and legal counsel. Help shape the evolution of ARCHIMED's fund platform, including the incubation and launch of adjacent strategies and new product lines where strategically accretive. Requirements • 12 to 18 years of relevant experience, with a strong track record in senior investor relations, capital formation or LP coverage roles within private equity, alternative asset management or top-tier placement., • Established and directly transferable network of senior institutional LP relationships across North America, Europe, the Middle East and Asia, with demonstrated ability to independently originate, advance and close significant LP commitments., • Demonstrated track record of contributing to successful fundraises at scale (multi-billion euro or dollar funds), ideally including flagship funds, co-investment vehicles and GP-led transactions., • Sophisticated financial acumen. Deep fluency with fund structuring, LPA terms, economics, performance attribution, portfolio analytics and the quantitative and qualitative diligence expectations of the most sophisticated LPs., • Advanced knowledge of market practice, product innovation, fund structuring alternatives and the competitive dynamics of the global PE landscape. Healthcare sector credibility a strong plus., • Exceptional executive communicator and external presence. Able to hold a room of senior LP decision makers and translate complex investment theses, healthcare dynamics and deal structures into sharp, credible narratives., • Proven leader and team builder with experience managing, mentoring and developing IR professionals, and shaping how an IR function operates and scales., • Commercial, entrepreneurial and partnership-minded. Takes ownership of outcomes, moves with pace and brings a genuine builder's orientation to the growth of the firm., • Advanced Excel and PowerPoint skills. Fluency with institutional IR CRM platforms (Dynamo, Backstop, Altvia or similar)., • Higher education degree in finance, economics or business administration. CFA or MBA strongly preferred., • Embodies and reinforces ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust.

Job Description Position: Director, Commercial Credit Review Department: Commercial Credit Review Reports To: Chief Risk Officer Employment Status: Full-Time, Exempt Office Location: Hybrid, NYC or Miami, FL Supervise: Senior Credit Reviewer Position Summary: The Director of Commercial Credit Review leads the Bank's independent credit review function for the commercial loan portfolio, which includes a balanced mix of commercial real estate (CRE) and a variety of specialty credits. Reporting to the Chief Risk Officer (CRO) with a dotted reporting line to the Risk Committee of the Board of Directors, the Director provides timely, objective, and risk-focused assessments of credit quality, underwriting practices, risk rating accuracy, portfolio concentrations, and compliance with credit policy and regulatory expectations. In addition to leading traditional credit review activities, the Director will champion the responsible adoption of artificial intelligence (AI) and automation across certain aspects of the credit review function. Working with the CRO, Chief Credit Officer, ERM, Information Security, Internal Audit, and IT, the Director will identify, pilot, and scale AI use cases that improve sample coverage, accelerate turnaround time, sharpen exception identification, and strengthen the Bank's overall view of credit risk — within a sound governance framework consistent with regulatory guidance. Essential Responsibilities and Duties: Independent Credit Review Program • Design, maintain, and execute an annual risk-based credit review plan covering commercial loans, including CRE and a variety of specialty credits., • Establish and refresh review scope, sample selection methodology, and coverage thresholds appropriate to a $5–10 billion institution, with documented rationale aligned to the Interagency Guidance on Credit Risk Review Systems., • Deliver clear, timely, and well-supported written reports to executive management, the CRO, and the Board's Risk Committee, with actionable findings and tracked management responses., • Maintain the credit review charter, policies, and procedures, ensuring the function's independence.Loan-Level File Review, • Lead targeted loan-level reviews assessing underwriting quality, financial analysis, collateral evaluation, structure, documentation, covenant monitoring, and ongoing servicing., • Evaluate adherence to the Bank's credit policy, regulatory requirements, and prudent lending standards., • Identify documentation, exception, and policy-deviation trends and escalate root-cause issues to the CRO, CCO and Board Risk Committee.Risk Rating Accuracy & Validation, • Independently validate the accuracy and consistency of risk ratings (pass and criticized) across the commercial portfolio and assess timeliness of rating changes., • Assess the calibration and discriminatory power of the Bank's risk rating framework; recommend enhancements to definitions, factors, and override governance.Policy & Underwriting Compliance, • Evaluate the design and operating effectiveness of the Bank's commercial credit policies, underwriting standards, exception processes, and approval authorities., • Identify gaps between policy, practice, and regulatory expectations; recommend enhancements to policy, procedure, and training., • Coordinate with Internal Audit, Compliance, and Loan Operations to ensure issues are identified appropriately and that root causes are addressed.AI & Automation Strategy for Credit Review, • Serve as the credit review function's champion for responsible AI adoption — building the business case, prioritizing high-value use cases, and partnering with stakeholders to pilot and scale solutions., • Identify candidate use cases such as automated document intake and spreading, covenant and financial-reporting tracking, exception detection, anomaly identification in risk ratings, expanded sampling, and natural-language summarization of credit files., • Partner with ERM, Information Security, Legal, Compliance, and IT to ensure AI tools are deployed within a robust governance framework consistent with regulatory expectations and industry best practices., • Establish controls for explainability, human-in-the-loop review, data lineage, bias and drift monitoring, and audit defensibility for any AI tools deployed in credit review., • Develop metrics that measure the impact of AI on coverage, cycle time, exception identification rates, and finding quality — and share results transparently with the CRO, executive management, and the Board.Leadership & Stakeholder Engagement, • Lead, develop, and mentor a small team of 1–3 credit review professionals; maintain a culture of objectivity, intellectual honesty, and continuous improvement., • Build constructive working relationships with the CRO, CCO, Chief Audit Executive, CFO, lending leadership, and external auditors and regulators., • Represent credit review in regulatory examinations (FDIC/OFR, as applicable) and external audits; serve as a primary point of contact for credit review-related findings., • Bachelor's degree in finance, accounting, business, economics or related field. Master's degree preferred., • CFA, FRM, CPA, CRC or formal credit training preferred., • 15+ years of progressive commercial banking experience, with at least 7 years in credit review, credit risk, commercial underwriting, special assets, or a combination, including (preferably) time at a bank with similar size, complexity, and regulatory profile., • Demonstrated mastery of commercial credit analysis, structuring, and risk rating frameworks., • Experience participating substantively in regulatory examinations and external audits of commercial credit functions., • Track record of producing clear, evidence-based written reports and presenting to executive management and a Board-level committee., • Genuine willingness to champion AI and automation in credit review, balanced with an instinct for sound governance, model risk, and audit defensibility., • Strong leadership, coaching, and people management skills., • Independence and intellectual honesty — willing to deliver hard messages with evidence and tact., • Strategic mindset paired with hands-on attention to detail., • Strong written and verbal communication, including Board-level presentation skills., • Curiosity and adaptability — a real interest in how AI and modern tooling can responsibly improve credit risk oversight., • Collaborative influence across first, second, and third lines of defenseNew York pay range$250,000—$275,000 USD

Job Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company's institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams. The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives. Duties and Responsibilities Inforce Management/Asset Liability Management (ALM) • Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions., • Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes., • Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency., • Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives., • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company's institutional business lines and offshore reinsurance entities., • Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity., • Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives., • Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations., • Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely., • Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign., • Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports., • Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning., • Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis., • Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis., • Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs., • Assist in the development and informal mentoring of analysts or interns, as appropriate., • Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth., • Bachelor's degree in mathematics, economics, investments or related field, • 10+ years of investment-related experience, • Advanced technical and financial modeling skills with the ability to automate/streamline current processes, • Effective verbal and written communication skills, • Superior analytical and problem-solving skills, • Proficiency in MS Excel and PowerPoint, • Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #IND-HP #LI-MK1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in investment banking, M&A advisory, capital markets, leveraged finance, restructuring, valuation, financial modeling, and structured deal workflow review. This role supports current and upcoming remote consulting opportunities focused on structured investment banking review, financial modeling assessment, deal execution workflows, valuation analysis, capital markets documentation, transaction materials, and high-quality project execution. Selected professionals will apply their investment banking expertise to review realistic deal scenarios, evaluate financial outputs, prepare structured written feedback, and support accurate, evidence-based transaction workflow tasks. Key Responsibilities Professionals in this role may contribute to: Financial Modeling & Valuation Review • Review investment banking scenarios involving DCF models, comparable company analysis, precedent transactions, financial statement analysis, capital structure review, and valuation methodologies, • Evaluate financial models against source materials, deal assumptions, calculation logic, market context, and documented review criteria, • Support structured review of valuation outputs, model mechanics, scenario analysis, market commentary, and financial schedules, • Review transaction scenarios involving deal screening, due diligence checklists, management presentations, pitch materials, fairness opinion support, and deal documentation, • Evaluate M&A and advisory materials against transaction context, client objectives, process requirements, buyer or seller considerations, and industry conventions, • Support structured review of CIM summaries, management presentations, pitch decks, diligence trackers, process timelines, and transaction workstreams, • Review capital markets scenarios involving ECM, DCM, leveraged finance, syndication processes, restructuring, special situations, credit analysis, and securities-related materials, • Evaluate outputs against SEC-related considerations, market standards, capital structure requirements, financial terminology, and deal-specific documentation, • Annotate, label, or validate materials across investment banking use cases such as market updates, financing options, industry coverage, credit memos, and transaction summaries Strong candidates may have: • 3+ years of professional experience in investment banking, M&A advisory, capital markets, leveraged finance, restructuring, special situations, transaction advisory, or related financial services roles, • Background in one or more areas such as M&A, ECM, DCM, leveraged finance, credit, restructuring, special situations, fairness opinions, or industry coverage groups, • Familiarity with investment banking workflows involving pitch materials, valuation, transaction execution, financial modeling, due diligence, management presentations, syndication, and deal documentation, • Comfort reading and preparing banking artifacts such as pitch books, valuation models, comps tables, precedent transaction analyses, diligence checklists, market commentary, management presentations, and deal summaries, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related analytical field is helpful, • Experience at a bulge bracket bank, elite boutique, middle-market investment bank, regional bank, transaction advisory firm, credit platform, or restructuring advisory group, • Familiarity with DCF, comps, precedent transactions, LBO analysis, merger models, SEC materials, debt financing, equity offerings, restructuring workflows, or capital structure analysis, • Experience preparing or reviewing pitch decks, valuation models, fairness opinion materials, diligence trackers, financing memos, syndication materials, or management presentations, • Series 7, 63, 79, CFA, MBA, or related finance credentials are helpful, • Apply investment banking and deal execution expertise to structured remote project work, • Contribute to high-quality financial modeling review, valuation assessment, transaction workflow analysis, and capital markets evaluation, • Work on flexible assignments aligned with your banking or deal advisory background, • Use your transaction judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $110–$145 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is "public ready." You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations. What you will do: People & Team Leadership • Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management, • Define and communicate the vision, mandate, and operating model for FP&A in a "public ready" environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders, • Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs, • Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team, • Inspire and create a motivating environment through coaching, mentoring, and enablement, • Provide opportunities to participate in both formal and informal developmental activities, • Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results, • Lead hiring, performance management, compensation, and evaluation of team members, • Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks, • Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations), • Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms, • Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting, • Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable), • Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives, • Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives, • Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies), • Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan, • Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private, • Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency, • Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization, • Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks, • Additional responsibilities as requested by management. What we're looking for: • Bachelor's Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred, • 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required), • Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including:, • Ownership of budgeting, forecasting, and management reporting processes, • Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting, • Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively "public ready" (e.g., governance, documentation, auditability, repeatability), • Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms, • Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required, • Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow), • Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences, • Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams, • High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment Kapitus Total Rewards Package Includes: • Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience., • Annual Incentive Compensation Eligibility – Up to 15% annually, • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster. We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that — with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe. About This Role: Crusoe is hiring a Vice President of Financial Planning and Analysis to build and lead the financial planning function across a capital-intensive, rapidly scaling business spanning AI cloud, digital infrastructure development, energy strategy, real estate, and manufacturing. This role owns the company’s financial operating system. It requires analytical depth, strong operating judgment, and the ability to translate complex operational drivers into clear, decision-ready financial insight. Reporting to the CFO and working closely with our executive team, this leader will ensure we maximize our growth potential, allocate capital efficiently, measure performance with precision and transparently and do so in a disciplined and intentional fashion. We are seeking a well-rounded executive with significant finance leadership experience in capital-intensive or infrastructure-driven environments, deep long-range modeling expertise, and a proven track record of building finance teams and processes in high-growth companies. The right candidate is comfortable challenging assumptions, operating in a complex and dynamic environment, and driving clarity without oversimplifying reality. This is a high-impact opportunity to build a durable, scalable financial organization, shape capital allocation decisions at scale, and partner closely with senior leadership to drive the company’s continued growth. Work Model: This position is currently remote-based within New York, NY; however, please note that this is not a permanent remote role. The company is in the process of establishing a physical office presence in New York, NY, and employees will be expected to transition fully onsite, requiring five days a week at our New York, NY office What You’ll Be Working On * Own consolidated forecasting, annual financial planning, and long-range modeling across all business lines, ensuring a single, defensible source of financial truth. * Build integrated, driver-based models that connect revenue, GPU capacity deployment, construction sequencing, energy strategy, manufacturing throughput, and operating costs into one coherent financial view. * Lead enterprise capital planning and implement rigorous investment evaluation frameworks for data center builds, energy projects, real estate development, hardware deployment, and capacity expansion. * Establish standardized return thresholds, capital allocation governance, and post-investment measurement processes to ensure disciplined deployment and accountability. * Understand and translate complex operational inputs into clear, decision-ready financial analysis for the CFO and executive team, identifying tradeoffs, surfacing risks and recommending action plans. * Improve forecast accuracy and reduce volatility by instituting structured, repeatable planning processes and clear ownership of financial drivers. * Own board-level financial narratives with transparent assumptions, scenario modeling, and variance analysis that withstand scrutiny. * Partner deeply with Infrastructure, Product, Engineering, Manufacturing, Commercial, and People leaders to drive cost discipline, margin clarity, and operating accountability. * Recruit, develop, and lead a high-performing FP&A team with rigorous modeling standards and strong business partnership capabilities. * Design and scale planning systems, data integrations, and reporting infrastructure to support enterprise-grade operations. What You’ll Bring to the Team: * 15+ years of progressive finance experience. * A proven track record of managing $1B+ budgets and building complex long-range models that account for volatility and hardware lifecycle shifts. * The ability to distill complex technical and financial data into clear, persuasive presentations for the Board of Directors and institutional investors. * Experience building and mentoring a world-class Finance team in a high-growth, fast-paced environment. * An MBA, CFA, or equivalent advanced degree in Finance, Economics, or a related field. Bonus Points: * Direct experience working within the infrastructure finance teams of AWS, Google Cloud, or Azure. * Deep understanding of PPA (Power Purchase Agreements) and the financial impact of renewable energy integration. * A passion for the AI space and a working knowledge of the hardware constraints (HBM, InfiniBand, Thermal Management) that drive data center design. * Experience implementing or optimizing advanced ERP and EPM tools (e.g., Anaplan, Adaptive, or NetSuite) for an asset-heavy business. Benefits: * Competitive compensation and equity packages * Restricted Stock Units * Paid time off, paid holidays & leave of absence programs * Comprehensive health, dental & vision insurance * Employer contributions to HSA account * Paid parental leave * Paid life insurance, short-term and long-term disability * Professional development & tuition reimbursement * Mental health & wellness support * Commuter benefits (parking & transit) * Cell phone stipend * 401(k) Retirement plan with company match up to 4% of salary * Volunteer time off * Global travel insurance & emergency assistance * Daily meals allowance * Additional perks & programs specific to location Compensation Range Compensation will be paid in the range of up to $320,000 - $350,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job Description Location: Brooklyn, Bronx, Manhattan, Queens, and White Plains. Shift: Morning, Afternoon, and Overnight (PRN) Pay rate: $17.50/hr - $19.00/hr (weekly payment) Job Description • Provide habilitation services to each client as prescribed in that client's service plans (CFA, Individual Service plan, Habilitation plan), • Assist with activities of daily living (ADLs) such as preparing food, personal hygiene, and cleaning, • Assist in maintaining a clean and safe living environment, • Willingness to support people's preferences for community, activities, work, leisure activities, the exercise of their rights, etc. in various settings, • Other duties as assigned Qualifications • High School Diploma or GED required, • 1-year previous experience providing one on one direct care required with the developmentally disabled population, • Ability to stay alert and always awake; use a computer for data entry, • Must obtain BLS (Basic Life Support) Certification, TB Testing, and OPWDD Orientation before starting work, • Must be willing to assist with tasks that require lifting and standing for long periods of time #INDNYOPWDD Company DescriptionPride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.Pride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.

Job DescriptionSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized into the most complete picture of consumer attention ever built. The biggest brands in the world use that picture to make smarter decisions. We think it’s the most interesting data asset on the planet, because it’s the most culturally relevant. Samba is entering a pivotal growth chapter — scaling our AI-powered measurement platform globally, expanding strategic partnerships, and preparing for what's next, whether that's continued scale, M&A activity, or public market readiness. We're hiring a Chief Financial Officer to architect the financial strategy, infrastructure, and discipline required to get us there. This is a strategic, hands-on executive role for a finance leader who can balance growth enablement with operational rigor, lead complex M&A and capital markets activity, and bring AI fluency into the finance function itself. WHAT YOU'LL DO * Serve as a strategic partner to the CEO, Board, and executive team on financial strategy, capital allocation, and long-range planning. * Lead all aspects of finance including FP&A, accounting, treasury, tax, audit, procurement, and investor relations. * Execute on our M&A strategy — including valuation, diligence, deal structuring, negotiation, and post-close integration. * Lead capital strategy across debt, equity, and strategic investment — manage existing investor relationships and cultivate new ones. * Build and refine financial models that support pricing strategy, ROI on product investment, sales resource allocation, and Rule of 40+ progression. * Own the path to public market readiness, including SOX preparation, technical accounting, SEC reporting infrastructure, and equity story development. * Own corporate budgeting, scenario planning, cash flow management, and KPI design across the business. * Navigate board and audit committee processes — provide transparent, well-structured reporting to the Board, lenders, and strategic partners. * Ensure GAAP accounting compliance and build the infrastructure for audit readiness at scale. * Embed AI and modern tooling into financial planning, forecasting, and business intelligence to drive faster, sharper decision-making. * Build and develop a high-performing global finance team, with clear career paths and a strong bench. * Partner cross-functionally with Product, Sales, Engineering, and People to ensure financial discipline enables (not blocks) growth. WHO YOU ARE-MUST HAVES * 3–5 years in investment banking or equity research, with direct deal execution and advisory experience. * 3–5 years operating inside a finance organization at a high-growth B2B technology company. * Strong familiarity with M&A (buy-side and/or sell-side), raising capital, and the IPO process. * Deep expertise in corporate budgeting, scenario planning, FP&A, and long-term financial modeling. * Solid grounding in GAAP accounting, audit committee processes, and board-level financial reporting. * Proven track record in cash flow management and KPI-driven decision-making. * Based in San Francisco, CA — this role is in-office. WHO YOU ARE-STRONG PREFERENCES * Comfortable being both the company’s financial disciplinarian and its growth enabler — and knowing when to be which. * M&A, IPO or take-private transaction experience is required. * AI-fluent: you’ve used or championed AI tools to modernize forecasting, reporting, or operational finance, and have a clear point of view on where AI takes the CFO function next. * We care about the financial economics of the business.Academic credentials in Finance, Economics, Accounting, or related fields are nice, but we appreciate the liberal arts equally as much. CFA or CPA designation is not required, but the expertise and understanding of the core principles are required. * Operationally minded — you build systems, processes, and teams that scale, not just decks. * Strong executive presence with the ability to translate complex financial narratives into clear, actionable insights for technical and non-technical audiences. HOW YOU"LL LIVE OUR VALUES * Determined Yet Resilient — Samba should not exist. We’ve built an entirely new category at the intersection of platforms that much larger companies should have owned. The CFO who thrives here has the grit and hunger to operate with that same chip on the shoulder — short-term pain for long-term gain, high risk tolerance, and the belief that the harder I work, the luckier I get. * Naturally Curious — You learn fast, ask great questions, and listen more than you talk. Two ears, one mouth, used proportionately. You’re guided by opportunity, not just precedent — exploring how AI, new data sources, and evolving capital markets can give Samba an edge. * Low Ego — The best idea wins, no matter where it comes from. You listen first, collaborate always, and celebrate the team. Humble people take risks and learn quickly from failures — that’s what makes this role work. * Self-Aware — Know thyself. You own your weaknesses, lean into your strengths, and bring intellectual honesty to every decision. Data and logic guide you, and personal biases are recognized and kept in check. • Results Oriented — Talk is cheap; performance is priceless. You measure what matters, deliver outcomes that count, and let the data do the talking. We are a performance-driven organization — effort matters, but results are the scoreboard.$300,000 - 400,000 a year Samba TV expects to offer a base salary between $300,000 - $400,000 per year for roles to be performed in New York or California; actual base salary offered will depend on various factors, including but not limited to, location, experience, and performance. Base salary is just one component of Samba TV’s total compensation package for employees. Other rewards may include bonuses, short-term incentives, and long-term incentives. In addition, Samba provides health insurance, wellness offerings, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO), and other employee benefits.Samba is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba may collect personal information directly from you, as a job applicant, Samba may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy. For residents of the EU , Samba Inc. is the data controller.

Job DescriptionOverview Our client, an emerging private equity investment firm focused on critical infrastructure sectors, is looking for a founding CFO to design, build, and lead the fund finance function. This is a highly hands-on opportunity for a finance leader with experience in private equity, venture capital, hedge funds, or institutional asset management, someone ready to create institutional-quality infrastructure from day one. Reporting directly to the Managing Partner, the CFO will be central to investor confidence, regulatory compliance, and the firm’s expansion into additional investment vehicles. The platform also includes a community/give-back element, making strong judgment, integrity, and clear communication essential. Key Responsibilities • Lead and oversee third-party partners (fund administrator, audit, tax) and ensure audit-ready outputs., • Build and implement the fund finance foundation, including processes, controls, a close calendar, and reporting templates., • Coordinate tax deliverables (e.g., K-1 process through external providers)., • Produce quarterly reporting for Limited Partners and manage LP-facing finance Q&A., • Personally execute capital calls and distributions, including notices, tracking, and follow-through., • Own fund accounting and investor capital mechanics (capital accounts, allocations, waterfalls/carry calculations)., • Support growth initiatives, including fundraising readiness and finance infrastructure for additional investment vehicles., • Establish and maintain the regulatory/compliance framework and filing calendar within an SEC-regulated environment., • Build the internal finance function over time—starting lean with external admin support and scaling hiring as the platform grows. Requirements Required Qualifications • Strong Excel and financial modelling capability, including building dashboards and templates as needed., • Bachelor’s degree required; English fluency required., • 5–10+ years of fund finance experience within PE/VC/hedge fund/institutional asset management., • Familiarity with fund accounting systems (e.g., Allvue, Investran, eFront, Backstop, etc.)., • Must be authorized to work in the United States (no relocation/sponsorship support)., • Proven end-to-end ownership of LP reporting, capital calls, distributions, and fund accounting., • Working knowledge of fund audits, investor reporting expectations, and SEC regulatory requirements (e.g., ADV/PF). Preferred Qualifications • SEC/FINRA compliance experience preferred., • CPA and/or CFA strongly preferred., • Experience building a fund finance function at an emerging manager / first-time fund is a plus. Benefits Base Salary $280,000 – $300,000 USD (depending on experience and geography). • Annual performance bonus, • Long-term incentive participation in future investment vehicles., • Comprehensive medical, dental, vision, • 401(k) with employer match (up to 4%)., • Life and disability insurance., • Paid, sick and parental leave Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Use of Artificial Intelligence in Recruitment Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. About the Role We are looking for a highly analytical and driven Market Risk Analyst to join our growing Risk team. As we expand our product suite into high-leverage and complex instruments we need a specialist who can ensure our growth is sustainable and our exposures are rigorously managed. In this role, you won't just be "watching the screens." While your primary focus is Market Risk, you will be a member of a team building a world-class Enterprise Risk Management (ERM) function. You will bridge the gap between deep quantitative trading risks and the broader strategic risk landscape, providing generalist support across operational, liquidity, and credit risk domains. What You'll Be Doing • Market Risk Management: Design, implement, and monitor risk limits for new products. Perform daily monitoring of Value-at-Risk (VaR), stress testing, and sensitivity analysis., • Margin Architecture: Collaborate with Engineering and Product teams to refine and stress-test our Margin engine, ensuring margin requirements accurately reflect cross-product offsets and tail risks., • ERM Framework Development: Assist in the design and roll-out of the Enterprise Risk Management framework. This includes defining Risk Appetite Statements (RAS), maintaining the Risk Register, and developing Key Risk Indicators (KRIs) that span across the organization., • New Product Approval (NPA): Act as the risk lead for the launch of new products, identifying unique risks associated with event-based binary outcomes and liquidity fragmentation., • Stress Testing & Scenario Analysis: Develop forward-looking scenarios (including "black swan" events) to assess the impact of market volatility on the firm's capital and liquidity positions., • Cross-Functional Support: Support the wider Risk team in Operational Risk assessments, internal audits, and regulatory reporting requirements., • Automation & Reporting: Build automated risk dashboards and reporting tools using SQL/Python to provide real-time insights to the Chief Risk Officer and Senior Management.What You'll Need, • Experience: 2–5 years of experience in Market Risk, Middle Office, or Quantitative Analysis within a fintech, hedge fund, or high-frequency trading environment., • Product Knowledge: Deep understanding of derivatives (Futures/Options) and margin mechanics. Experience with Prediction Markets or event-driven trading is a significant plus., • ERM Familiarity: A solid understanding of the "Three Lines of Defense" model and a desire to contribute to broader risk governance beyond just market data., • Quantitative Skills: Proficiency in SQL and Python (or R) for data analysis. You should be comfortable handling large datasets and building your own risk models., • Problem Solving: The ability to operate in a "gray area" defining risk parameters for novel products that may not have established industry benchmarks., • Communication: Ability to distill complex quantitative risks into actionable insights for non-technical stakeholders and executive leadership., • Education: A degree in a quantitative field (Finance, Mathematics, Physics, Economics, or Engineering). Financial Risk Manager (FRM) or CFA designation is a plus.Nice to Have, • Experience in a high-growth startup environment., • Direct experience with SPAN or TIMS margin methodologies., • Familiarity with regulatory frameworks (e.g., SEC/FINRA, CFTC, or international equivalents) regarding margin and capital requirements.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

We are seeking a Quantitative Developer to join the IDEA team and help design, build, and extend our central research data platform. This role will work closely with both fundamental and quantitative investors and researchers, technology partners, and enterprise data teams. Collaborate with investor

The Equity Research Department seeks Associates with an MBA, Level 2 CFA and/or experience in sell-side equity research, investment banking, private equity, investment management or a bank. It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accor

Job Description Overview: We are looking for a Business Finance Analyst to help build and support our financial planning and analysis function. You’ll work closely with project and department leads across retail, B2B distribution, import, and manufacturing, turning data into actionable insights and supporting strategic decision-making. Key Responsibilities: • Develop budgets, rolling forecasts, and long-term financial plans for multiple business units., • Create and maintain pro forma financial models for new investments, product launches, store openings, and strategic initiatives., • Conduct scenario and sensitivity analyses to guide business decisions under varying market and operational conditions., • Monitor financial performance across retail, B2B distribution, import, and manufacturing channels., • Track profitability by product, channel, and customer segment, providing actionable recommendations to improve margins and operational efficiency., • Partner with business units to ensure accurate and consistent financial reporting and alignment across the organization., • Support project finance activities, including capital planning, cash flow forecasting, and investment analysis., • Assist in the implementation and improvement of FP&A tools, dashboards, and reporting automation processes., • Collaborate with corporate controllers and accounting teams to ensure data integrity and compliance with financial standards., • Provide insights and recommendations to support strategic planning and business growth initiatives., • Act as a finance business partner, translating financial data into clear insights for non-financial stakeholders., • Participate in mergers, acquisitions, and requisitions as part of the finance business partnering role., • Minimum 6 years of FP&A or finance experience in retail, distribution, or multi-project environments., • Strong skills in financial modeling, budgeting, forecasting, and scenario analysis., • Experience working in dynamic environments with multiple concurrent projects., • Proficiency in Excel; experience with ERP systems and BI tools (Power BI, Tableau) is a plus., • Analytical mindset with strong organizational and communication skills., • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CPA, CFA preferred)., • GFA certification is a plus., • Experience in FMCG, manufacturing, construction, and retail is a plus.

Job Description Company: Arena Investors, LP () 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., • 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., • 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 DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Financial Due Diligence practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high volume roll-ups, carve-outs, divestitures and sell-side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high-quality analyses that drive informed decision-making.What You'll Do: • Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as analysis of working capital, cash flows, and key financial metrics, • Review and interpret financial statements under GAAP and other relevant standards, • Develop and present client deliverables, including detailed Excel analysis and PowerPoint presentations summarizing findings, • Work on multiple projects simultaneously, ensuring timely and accurate deliverables, • Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively, • Utilize advanced Excel functions and analytics tools (Power BI, Alteryx) to synthesize data and identify trends, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Mentor junior team members and foster a collaborative, inclusive team environmentWhat You'll Bring:, • 2–6 years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms, • Strong understanding of GAAP and financial statement analysis., • Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards., • Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment., • Degree in Accounting, Finance, or Economics.

Job DescriptionCompany DescriptionDuetti is redefining how independent music creators monetize and grow their careers. Founded in 2022 by CEO Lior Tibon and COO Christopher Nolte, Duetti partners with creators to unlock the value of their catalogs through flexible, straightforward deals, while also offering top-tier catalog management, distribution, and marketing services. Since its founding, Duetti has partnered with over 1,100 music creators across 40 countries, including Connor Price, Ingrid Contreras, and Brent Morgan, helping them monetize their music on their own terms and reach new audiences. Backed by leading investors including The Raine Group, Flexpoint Ford, Nyca Partners, Viola Ventures, and Roc Nation, Duetti has raised over $635 million in capital to fund independent music creators. Fueled by a belief in independence and financial empowerment, Duetti is building a more sustainable future for music creators everywhere. With offices in New York City, Los Angeles, Miami, and London, Duetti offers competitive benefits, flexible paid time off, and a hybrid work model. We pride ourselves on a culture that blends ambition with genuine care – an environment where your work immediately shapes outcomes for artists worldwide.Role OverviewAs a Member of the Investment Team, you will sit at the heart of Duetti’s investment engine – valuing deals, shaping investment decisions, and strengthening Duetti’s overall portfolio strategy. You will analyze track and catalog performance, assess risk, and translate complex datasets into clear investment recommendations that directly influence asset valuation and capital deployment. You will work directly with the Head of Investment, and cross-functionally with Deal Sourcing, Capital Markets, Data Science, Finance, and Legal to ensure each deal is valued accurately, structured thoughtfully, and aligned with Duetti’s long-term goals. This role is ideal for candidates with 1-3 years of experience in investment banking, private equity, credit, structured finance, consulting, or similar analytical environments who want to apply their training in a fast-moving and highly cross-functional setting. As a member of the team, you will help scale our investment and valuation framework, improve model accuracy, and build the processes that support Duetti’s rapid growth. Your work will directly impact artists and help define one of the most exciting and unique asset classes in fintech and entertainment.What You Will Do: • ------ Deal Evaluation & Investment Decision Support:, • Lead valuation and investment analysis for tracks and catalogs using cash-flow modeling, probabilistic forecasting, and proprietary prediction models, • Develop and present investment recommendations to senior leadership and the Investment Committee, • Evaluate commercial durability, risk factors, genre dynamics, platform behavior, and artist trajectories, • Partner with Deal Sourcing to pressure-test deal structures, analyze pricing sensitivities, and guide negotiation with data-backed insights Portfolio & Risk Analytics:, • Support development of investment policies, risk frameworks, and scalable valuation methodologies, • Prepare investment memos, valuation summaries, and performance reports for leadership, • Analyze portfolio trends to identify opportunities to improve pricing accuracy, capital deployment, and long-term return profile, • Build and maintain dashboards and internal reporting tools that enhance investment decision-making at scale Cross-Functional Collaboration:, • Partner with Deal Sourcing to evaluate artist submissions and shape deal structures, • Collaborate with Capital Markets on borrowing base dynamics, liquidity planning, and capital allocation, • Work with Data Science and Engineering to refine prediction models, improve data quality, and expand Duetti’s proprietary technology that supports investment and valuation processes, • Interface with Legal and Finance to ensure deal terms, rights structures, and documentation align with investment assumptions Process, Systems & Product Improvement:, • Identify inefficiencies in the investment workflow and propose solutions to improve speed, accuracy, and scalability, • Contribute to ongoing evolution of Duetti’s suite of proprietary product, valuation tools, and QA standards, • Help codify and standardize methodologies as the Investment Team scalesWhat We Are Looking For:, • ------ Core Experience & Skills:, • 1-3 years in investment banking, private equity, structured finance, consulting, or a similar analytical role, • Strong foundation in DCF/NPV modeling, probability, statistical reasoning, and cash-flow analysis, • High proficiency in Microsoft Excel; comfort working with large, imperfect, or unstructured datasets, • Ability to synthesize complex information into clear, defensible investment viewpoints, • Experience assessing risk, trends, and performance drivers in an investment or deal-evaluation context Work Style & Mindset:, • Excellent communication skills and ability to work cross-functionally with technical and non-technical teams, • High attention to detail, strong sense of ownership, and adaptability in fast-moving environments, • Curiosity and intellectual flexibility; comfortable challenging assumptions and proposing improvements, • Self-starter mentality with enthusiasm for building processes, frameworks, and systems from the ground up, • Interest in music and artist empowerment; experience with royalties, DSP ecosystems, or music rights is a plus but not required Education:, • Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related field, • CFA a plus but not requiredWhy Join Duetti:, • Shape a unique asset class. Help define how music IP is valued, priced, and scaled across a fast-growing platform, • Create real impact for artists. Your work directly influences financial outcomes for independent creators worldwide, • Operate at the intersection of music, technology, and investing. Combine rigorous analytical work with a dynamic cultural domain, • Learn fast and build fast. Your contributions will immediately influence pricing, portfolio strategy, and team processes, • Work with exceptional teammates. Collaborate with leaders from TIDAL, Apple Music, top investment firms, and high-performing startups, • Accelerate your career. Gain exposure to valuation, risk, portfolio management, capital markets, and cross-functional strategy

A global financial information leader is seeking an Associate Director for coverage of Telecommunications, Media, and Technology sectors in New York.The ideal candidate should have a CFA/CPA or be a CFA candidate and possess strong analytical and communication skills.The role includes performing cre

Global Hedge Fund seeks an Equity Research Analyst to cover Asian Equity focusing on Japan Equities. Equity Research Analyst (either senior or junior) to cover general sectors in Japan. Requirements include a Bachelor's degree with a strong academic track record, MBA, CFA a Plus, bilingual Japanese

Job Description American Endovascular is a leading provider of minimally invasive vascular care, specializing in the treatment of Peripheral Arterial Disease (PAD). Our team is committed to delivering compassionate, cutting-edge care to patients in our Brooklyn office and surrounding communities. Position Summary We are seeking a highly skilled and independent Registered Vascular Technologist (RVT) or (RVS) to join our vascular lab team. The ideal candidate will have strong experience in lower extremity arterial and venous duplex studies, including DVT evaluation and venous reflux testing in the standing position with demonstrated proficiency in image optimization, workflow efficiency and interpretation. This role requires independent scanning, accurate preliminary interpretation, and adherence to lab protocols and standards. Key Responsibilities • Perform complete lower extremity arterial duplex exams (CFA → pedal arteries), including waveform analysis, velocity measurements, ratios, stenosis grading and documentation., • Perform complete lower extremity venous duplex exams, including:, • Deep vein thrombosis evaluation, • Superficial and deep reflux mapping, • Augmentation techniques, • Accurate documentation, • Optimize imaging using grayscale, color, and spectral Doppler settings for highest quality images., • Correlate findings with patient history and clinical presentation; communicate critical results promptly., • Maintain workflow efficiency in a high-volume vascular lab., • Operate and troubleshoot vascular ultrasound equipment; ensure compliance with lab protocols and standards., • RVT certification (ARDMS) required and or RVS credential, • 3–5 years of independent vascular ultrasound experience, • Demonstrated proficiency in:, • Lower extremity arterial duplex, • Lower extremity venous duplex (DVT + reflux), • Image optimization and acquisition, • Interpretation and correlation of findings, • Strong communication, organization, efficiency and documentation skills, • Knowledge of vascular lab protocols and safety standards

Job DescriptionResponsibilities: 1. US GAAP Accounting Advisory • Provide expert guidance on the interpretation and application of US GAAP standards, including revenue recognition (ASC 606), leases (ASC 842), and business combinations (ASC 805), Complex financial instruments (ASC 480, ASC 815)., • Support clients with implementing new accounting standards, addressing regulatory changes, and resolving complex financial reporting issues., • Develop and review accounting policies and procedures to ensure compliance and operational alignment. 2. Global Delivery Center Operations • Collaborate with global delivery centers to optimize resource utilization, reduce costs, and ensure timely project execution., • Establish and monitor service level agreements (SLAs) and quality metrics to maintain high standards across global teams., • Facilitate knowledge transfer, training, and alignment of global teams with firm policies and client expectations. 3. Business Development & Client Growth • Drive business development initiatives, identifying and pursuing opportunities to expand client portfolios., • Develop and present customized proposals to prospective clients, securing high-value engagements., • Build and maintain long-term client relationships, acting as a trusted advisor on technical accounting and business strategies. 4. Financial Reporting & Compliance • Oversee the preparation and review of financial statements in compliance with US GAAP and SEC requirements., • Assist clients in addressing financial reporting challenges and preparing for regulatory audits or reviews., • Provide advisory on the financial implications of mergers, acquisitions, divestitures, and restructurings. 5. Internal Controls & Risk Management • Design and evaluate internal controls over financial reporting (ICFR), ensuring compliance with SOX and other regulatory frameworks., • Conduct risk assessments to identify and mitigate financial and operational risks., • Recommend process improvements to strengthen control environments and enhance compliance. 6. Leadership & Team Development • Mentor and lead cross-functional and cross-geography teams, ensuring alignment with client objectives and regulatory standards., • Foster collaboration between onshore and offshore teams to deliver seamless and high-quality client service., • Provide training on US GAAP, technical accounting issues, and global delivery best practices. RequirementsKey Competencies • Deep expertise in US GAAP, SEC reporting, and technical accounting., • Skilled in managing global delivery operations and fostering cross-border collaboration., • Proven ability to identify and secure new business opportunities., • Strong interpersonal skills for client relationship management and global team leadership., • Proficiency in leveraging technology to streamline global delivery and financial reporting processes. Qualification • Education: Bachelor’s or Master’s in Accounting, Finance, or related field; CPA required., • Experience: Minimum of 5+ years in public accounting, with experience in US GAAP advisory, business development, and global delivery operations. At least 5+years’ experience in current role., • Certifications: CPA (mandatory); CFA, CIA, or CISA preferred BenefitsWe offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. This profile highlights a blend of technical accounting expertise, business development acumen, and global delivery management, positioning the candidate as a strategic leader capable of delivering value-driven solutions at scale. Please feel free to visit our company website for reference, where you'll gain insight into our company, our offerings, and what we're all about.

Job Description Are you passionate about turning ideas into reality, embracing ownership, and working at the forefront of connectivity? Join viaPhoton and be part of a culture that thrives on fearless innovation, teamwork, and continuous growth, where learning, unlearning, and relearning are part of the journey. This dynamic role offers significant ownership and responsibility. We’re looking for individuals who excel in environments where their contributions make an impact, are hungry to learn, and are energized by meaningful work that drives company growth while accelerating their career. If this sounds like you, we’d love to hear from you! Who We Are We are changing the norm by being customer focused, technology led. viaPhoton is on an ambitious mission to revolutionize how critical digital infrastructure is manufactured and deployed. Best-in-class data centers and telecom providers need fiber optic solutions delivered in weeks, not months—whether that’s for AI infrastructure, 5G networks, or next-generation broadband. We’re reimagining fiber optic manufacturing for the AI era. Manufacturing is no longer just an operations challenge, but an automation and speed-to-market problem that customers urgently need solved. In less than 5 years, we’ve grown to a team of over 150, and have added top cloud service providers to our growing customer base. We have only just gotten started -- our ambition is to become the market leader of the $40+ BN connectivity industry. We seek candidates who will be culture contributors and who align with our core values: • Fearless Innovation we are pioneers unafraid to change the norm in relentless pursuit of better, • Forward Together we believe that when we work together toward a collective goal, we all succeed, • Integrity Over Everything we believe in long term relationships and doing what is right, always, • Nimble, Always we are solutions obsessed, move fast, and stay nimble, • Be the Bar we set our own standard of excellence and hold ourselves to it Essential Purpose Responsible for driving viaPhoton’s strategic and M&A initiatives, including target evaluation, financial modeling, transaction execution, and support for long-term corporate finance and capital allocation decisions. What You Will Do * Lead financial analysis and support end-to-end execution of M&A transactions, including target identification, valuation, due diligence, and deal structuring. * Build and maintain detailed financial models, including DCF, merger models, LBO frameworks, and return analyses to support investment decisions. * Evaluate strategic initiatives, growth opportunities, and potential investments in alignment with viaPhoton’s long-term corporate strategy. * Prepare high-quality investment committee materials, board presentations, and executive briefings for senior leadership. * Work closely with internal leadership and external advisors (legal, banking, accounting) throughout transaction processes. * Assist with negotiation preparation and support post-acquisition integration planning and performance tracking. * Analyze business performance and support long-term financial planning and capital allocation decisions. * Leverage AI-enabled tools and best-in-class analytical practices to enhance research, financial analysis, and workflow efficiency. * Identify and develop process improvements in financial modeling, reporting, and data-driven decision-making. * Perform additional duties as required. What You Will Bring * 3+ years of experience in Investment Banking (Associate level preferred), Big 4 Deals/Transaction Advisory, Private Equity, or Corporate Development. * Strong M&A execution experience with demonstrated financial modeling skills (DCF, merger models, LBO). * Advanced proficiency in Microsoft Excel and PowerPoint; experience building board-level and executive presentations. * Experience leveraging AI tools to improve research, analysis, or productivity workflows. * Strong written and verbal communication skills with the ability to interface effectively with senior stakeholders. * High attention to detail, ability to manage multiple workstreams simultaneously, and comfort working in a fast-paced environment. * Bachelor’s degree required; MBA or CFA designation is a plus. * Genuine interest in technology-driven businesses, fiber optics, and high-growth industries. What We Offer ???? Cutting-Edge Technology – Opportunities to work on the forefront of fiber optic technology. ???? Professional Development – We’re committed to your growth, offering resources, career development, and a culture where your voice is heard. ???? Fun Team Environment – Monthly team bonding events, free lunches, and activities to keep us connected. ????️ Flexible Paid Time Off – Take time when you need it, with PTO that grows over time plus 10 paid holidays, including two floating holidays to use at your discretion ???? 401(k) Match – We offer company match to help you plan for your future. ???? Benefits Overview-- To view our comprehensive benefits package CLICK HERE

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

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making.What You'll Do: • Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics, • Review and interpret financial statements under GAAP and other relevant standards, • Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings, • Work on multiple projects simultaneously, ensuring timely and accurate deliverables, • Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively, • Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Mentor junior team members and foster a collaborative, inclusive team environmentWhat You'll Bring:, • 4+ years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms, • Strong understanding of the financial due diligence process, including past experience issuing quality of earnings reports with a view toward Adjusted EBITDA, NWC, and Net Debt, • Experience working with target company CFOs and Controllers, as well as Private Equity Partners, • Strong understanding of GAAP and financial statement analysis, • Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage, • Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Ability to work onsite in New York City three days per weekQualifications:, • Degree in Accounting, Finance, or Economics

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

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

Audit Manager - Global Markets Equities. Minimum 2 years of experience leading audits and performing in the role of auditor-in-charge. Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Certified Internal Auditor (CIA) or relevant securities licenses preferred.

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: Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location: Remote Role Responsibilities • Provide high-level input on portfolio construction and asset allocation., • Evaluate AI-generated portfolio strategies and risk frameworks., • Assess investment decisions across multiple asset classes., • Guide model development with real-world portfolio management insights., • Stress-test strategies under different market conditions. Must-Have • 8+ years in investment management, with 5+ years as a PM or Co-PM., • Proven track record managing institutional or HNW portfolios., • Strong expertise in portfolio optimization, risk management, and alpha generation., • Deep understanding of market dynamics and macro drivers., • CFA or MBA., • Experience managing multi-asset or global portfolios., • Upload resume, • AI interview based on your resume

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location: Remote Role Responsibilities • Provide high-level input on portfolio construction and asset allocation., • Evaluate AI-generated portfolio strategies and risk frameworks., • Assess investment decisions across multiple asset classes., • Guide model development with real-world portfolio management insights., • Stress-test strategies under different market conditions. Must-Have • 8+ years in investment management, with 5+ years as a PM or Co-PM., • Proven track record managing institutional or HNW portfolios., • Strong expertise in portfolio optimization, risk management, and alpha generation., • Deep understanding of market dynamics and macro drivers., • CFA or MBA., • Experience managing multi-asset or global portfolios., • Upload resume, • AI interview based on your resume

Job Description CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a VP, Enterprise Risk Management to serve play a key role in executing and enhancing the bank’s risk management framework. Reporting to the Director, Head of Enterprise Risk Management, the VP, Enterprise Risk Management will aid in the development, implementation, and execution of enterprise-wide risk management activities at CFSB. This individual contributor role requires a hands-on professional with extensive experience in operational risk management within the banking sector, a familiarity with regulatory requirements, and a passion for risk management. The role requires extensive cross-functional collaboration as well as independent self-directed work. Responsibilities: • Assist business units in the completion of periodic risk assessments, including Risk & Control Self-Assessments (RCSAs), by identifying, documenting, and assessing inherent and residual risks, controls, and by producing and updating process maps and other assessment-related materials., • Take a leading role in the successful execution of the control testing program, providing advice to stakeholders in the development of test scripts, assisting in the testing of key controls, and overseeing testers and testing activities., • Assist in the design and development of risk reports for a wide variety of audiences. Take a leading role in the ongoing production and enhancements of risk reports, ensuring accuracy, timeliness, and overall quality., • Monitor and report Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). Partner with business units to refine existing metrics and develop new ones., • Take a leading role in the enhancement of the bank’s centralized Issues Management process. Assist in the proactive identification of risks by promoting self-reporting of issues throughout the bank., • Foster a culture of risk awareness and accountability across the organization by championing risk management throughout the organization. Assist in formal and ad-hoc risk training exercises., • Assist risk team members and business partners throughout the bank, as needed/directed. Partner closely with colleagues in other risk and control functions, such as Third-Party Risk Management, Fraud, Information Security, and Compliance., • Perform post-mortem reviews and conduct other detailed analysis in response to operational events., • Contribute to the evolution of the risk management program and the success of the bank by identifying and suggesting opportunities for improvement and efficiency across the bank. Knowledge, Skills, and Abilities: • Strong understanding of risk management frameworks, methodologies, and best practices., • Excellent analytical and problem-solving skills, with the ability to assess complex risk scenarios and develop innovative solutions., • Strong communication and interpersonal skills, with the ability to influence and collaborate effectively at all levels of the organization., • Proficient in Microsoft Office Suite, with advanced skills in Excel, PowerPoint, and Word. Education, Training, and Experience: • Bachelor's degree in Finance, Accounting, Business Administration, Information Technology or a related field; advanced degree (e.g., MBA, CFA, FRM) preferred., • Minimum of 8 years of experience in enterprise risk management within the banking industry, with a focus on regulatory compliance and risk assessment., • Demonstrated leadership experience, with the ability to effectively lead and motivate cross-functional teams., • Proven track record of driving change and implementing process improvements in a regulated environment., • Relevant professional certifications (e.g., CRCM, CERP, FRM, or equivalents) preferred. Salary Range: $170,000 - $190,000 / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionThe Role Madison Energy is seeking an Associate/Sr Associate to join our Greenfield Development Project Finance team. This role will support investment decisions, strategic development initiatives, and market analysis across our renewable and storage portfolio. The Associate/Sr Associate will work closely with greenfield development, investment, and operations teams, owning the financial modeling process from LOI through project approval and often well beyond. The core of this work is not just building models, but challenging the inputs: pushing back on assumptions, partnering with developers to identify which levers most positively impact returns, and ensuring every material risk is either reflected in the base case or captured in a downside sensitivity. This role is well-suited for someone who is highly analytical, detail-oriented, experienced working cross-functionally, and interested in supporting disciplined capital deployment to meet growing energy demand. ResponsibilitiesCommercial & Financial Modeling • Build, maintain, and refine DCF models for solar, solar + storage, and standalone storage projects., • Collaborate closely with developers to stress-test project economics, model upside and downside scenarios, and identify levers that can meaningfully improve returns while preserving offtaker priorities., • Critically evaluate inputs and assumptions, identifying where estimates may be optimistic and ensuring the model reflects a defensible view of project economics prior to capital commitment., • Develop and run sensitivity analyses across the full range of pre-construction uncertainties, including production yield, O&M costs, price forecasts, tax treatment, ITC eligibility, FEOC compliance, congestion, accreditation methodologies, and construction timeline, to stress-test returns and inform investment decisions made well ahead of capital deployment., • Support investment underwriting, project valuation, and strategic development using market forecasts and scenario analysis.Strategic Development, • Assess energy storage economics across multiple value streams, including energy arbitrage, capacity, ancillary services, and congestion-related opportunities to evaluate merchant BESS deployment across target state programs., • Evaluate the feasibility of prospective land campaigns in relation to community solar opportunities across target state programs, identifying optimal markets and informing option agreement decisions., • Track development budgets and model the impact of long-lead costs on cash flow management and project returns as opportunities progress through the pipeline., • Support development strategy related to market participation, offtake structures, and risk management approaches., • Partner with internal teams to align market insights with project design, siting, and execution decisions.QualificationsRequired, • Bachelor's degree in economics, engineering, finance, mathematics, or a related quantitative field., • 1–5 years of relevant experience in power markets, energy analytics, renewable energy, energy storage, consulting, or investment analysis., • Strong understanding of U.S. wholesale electricity markets and ISO/RTO market structures., • Experience modeling or evaluating revenues for energy storage and/or renewable assets., • Advanced Excel skills; experience with Python, R, SQL, or similar analytical tools preferred., • Ability to synthesize complex analysis into clear, decision-oriented recommendations.Preferred, • Experience with market forecasting tools or vendors (e.g., Aurora, PLEXOS, Enverus, Wood Mackenzie)., • Familiarity with hybrid renewable + storage projects., • Exposure to commercial transactions, offtake agreements, or market participation strategies., • Working understanding of tax equity financing, solar ITC, FEOC compliance, and tax credit eligibility and transfer., • Advanced degree in finance, economics, engineering, or a related field, or equivalent professional certification (e.g., CFA).What We Value, • Intellectual rigor and attention to detail., • Ownership mentality and accountability., • Collaborative, cross-functional mindset., • Comfort operating in evolving and imperfect market environments., • Genuine interest in renewable energy and the role of storage in the power system.Benefits, • PTO and company holidays, • Medical, dental, vision, • Employer-paid short-term disability, long-term disability, life insurance, • 401(k) and company match, • Professional development stipend, • Strong culture of collaboration, performance, and personal growth$90,000 - $120,000 a yearThe actual salary offered may vary depending on job-related factors including, but not limited to knowledge, skills, experience and location.How We WorkAt Madison Energy Infrastructure, we believe in the power of clean energy infrastructure to drive real impact—for our customers, our partners, and the communities we serve. We've quickly emerged as a preeminent developer, investor, and operator of distributed generation, helping organizations across sectors meet their energy goals with certainty, speed, and trust. Our robust portfolio consists of over half a gigawatt of clean energy infrastructure projects across more than 25 states.We're building a team that thrives on ownership and ambition. As we expand into direct, end-to-end services for Fortune 500 companies, public entities, and nonprofits alike, we rely on collaborative thinkers who bring structure to complexity, energy to execution, and curiosity to every challenge.Our environment is fast-paced and outcome-oriented—but grounded in the belief that how we work together matters as much as what we deliver. If you're excited to shape the future of clean energy and be part of a high-performance, high-integrity team, we'd love to meet you.Madison Energy Infrastructure is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Masters/Bachelor's degree with an Economics, Engineering, Finance, Mathematics, or Statistics major Strong quantitative and technical abilities Strong interest in the financial markets and good investment sense/commercial instinct Interest in Chartered Financial Analyst designation (CFA) Drive,

Job Description WisdomTree is seeking a Head of Financial and Business Intelligence to join our Technology and Data organization, reporting to the Chief Information Officer. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm. This role will serve as the firm’s central intelligence function, transforming data into actionable insight that informs strategic decision-making across sales, product development, client engagement, and financial management. The ideal candidate will combine deep asset management and distribution fluency with strong commercial judgment, executive presence, and a hands-on operating style, and will be equally comfortable setting the agenda, challenging assumptions, building the analysis, and delivering the narrative to senior leadership. Responsibilities • Set the vision and lead the Financial and Business Intelligence function, establishing the operating model, priorities, standards, and talent strategy for a firmwide capability that serves as WisdomTree’s central source of business and financial insight., • Own the firm’s management information and executive insight agenda, ensuring that reporting, dashboards, and performance reviews are accurate, timely, decision-oriented, and broadly adopted across the organization., • Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including accountability for data quality, metric definitions, controls, governance, and the integrity of underlying ETL and reporting processes., • Generate proactive business intelligence and strategic insight by identifying trends, anomalies, risks, and growth opportunities, and translating data into clear recommendations that improve commercial, product, and financial decision-making., • Lead forecasting, scenario analysis, and performance diagnostics to support resource allocation, business planning, client and channel strategy, and senior management decision-making., • Partner with senior leaders across Sales, Marketing, Research, Finance, and Technology/Data to align KPIs, evaluate business performance, and embed a consistent, enterprise-wide view of results and opportunities., • Build and manage a distributed team model, with analytics partners aligned to major business areas while maintaining centralized standards, shared tooling, common definitions, and consistent governance across the function., • Advance the use of AI and automation across the intelligence lifecycle, applying modern tools and agentic workflows to improve analytical speed, insight generation, forecasting quality, reporting efficiency, and self-service decision support.Required Qualifications/Skills & Experience, • Bachelor’s degree in Finance, Economics, Business, Data Analytics, Computer Science, Statistics, or a related field., • 15+ years of experience in business intelligence, strategic analytics, financial planning, commercial or revenue intelligence, or related roles, including meaningful leadership experience in asset management or closely related financial services., • Strong knowledge of asset management distribution, sales and marketing processes, executive reporting, KPI design, forecasting, trend analysis, and data governance, with the ability to connect data to commercial outcomes and business actions., • Demonstrated experience building trusted reporting environments, improving data quality, and establishing scalable management information practices that are broadly adopted by business stakeholders., • Proficient in Salesforce or comparable CRM platforms, Power BI or similar BI tools, SQL, Excel, and modern data and AI tooling; comfortable working across reporting layers, data models, ETL workflows, and automation-enabled analytics environments., • Experience leading high-performing teams in a distributed or federated operating model, with the ability to balance enterprise standards with strong business partnership., • Excellent leadership, executive communication, analytical, storytelling, and cross-functional influencing skills, with a demonstrated ability to operate strategically while remaining hands-on in analysis and presentation development.Preferred/Nice to Have, • Direct experience working in, or closely supporting, asset management sales, marketing, distribution, product, or client strategy teams., • Experience designing executive dashboards and management reporting used by senior leadership to monitor business performance, commercial trends, and strategic priorities., • Experience developing sales pipeline, net flow, or related forecasting models, ideally in an asset management, wealth, or financial services environment., • Familiarity with product adoption analytics, advisor segmentation, and client intelligence frameworks used to assess commercial effectiveness, identify growth opportunities, and support targeted business actions., • Experience building AI-enabled analytics workflows or agents using platforms such as Databricks AI Agents, Microsoft AI Foundry, Salesforce Agentforce, or similar enterprise AI frameworks., • Advanced degree and/or certifications in Salesforce, Microsoft Power BI, CFA, CAIA, or related analytics disciplines.Compensation for this role:, • Base salary range of $250-300K.**

Job Description What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role We are seeking a highly motivated and analytical Strategic Finance and Corporate Development Manager to join our growing team. This individual will play a key role in shaping the company's strategic direction, evaluating growth opportunities, and supporting key corporate initiatives, including mergers and acquisitions. The ideal candidate has a strong foundation in strategy, finance, and cross-functional collaboration, and thrives in a fast-paced, results-oriented environment. This role reports directly to the Senior Director of Strategic Finance. Responsibilities • Strategic Planning & Market Analysis, • Support annual and long-term strategic planning efforts in partnership with executive leadership., • Conduct market research and competitive analysis to identify industry trends, emerging threats, and growth opportunities., • Create business cases and strategic frameworks to assess new markets, products, or business models., • Corporate Development & M&A, • Assist in identifying, evaluating, and executing potential mergers, acquisitions, partnerships, and investments., • Build financial models and valuation analyses (DCF, precedent transactions, comparable companies)., • Participate in due diligence, deal structuring, and integration planning across functional teams., • Collaborate with Legal, Finance, and external advisors to manage transaction executions., • Financial Analysis & Performance Tracking, • Prepare high-quality presentations and reports for executive leadership and board meetings., • Analyze KPIs, financial performance, and ROI for strategic initiatives and investments., • Develop dashboards and reporting tools to track corporate development metrics and pipeline., • Cross-Functional Leadership, • Act as a thought partner to business units on high-impact initiatives (e.g., pricing, expansion, strategic partnerships)., • Bachelor's degree in Business, Finance, Economics, or related field; CFA or advanced degree a plus., • 3 to 5+ years of experience in investment banking, management consulting, private equity, venture capital, or corporate strategy/development.Skills & Competencies, • Strong financial modeling, analytical, and problem-solving skills., • Exceptional written and verbal communication abilities; skilled in executive-level presentation development., • Highly organized and capable of managing multiple projects simultaneously in a fast-paced environment., • Strong business acumen and executive presence, • Advanced proficiency in Excel and PowerPoint, with strong working knowledge of Google Sheets,, • Experience with Sigma and strong skills in SQL for data analysis and reporting., • Ability to deal and adapt in an ambiguous fast-paced, start-up environment Preferred Qualifications, • CFA or advanced degree a plus., • Experience with M&A transactions or corporate investment processes., • Familiarity with business valuation methods and strategic frameworks. This position is classified as HYBRID within the Greater Oakland Area, with an expectation to be in-office on Tuesdays, Thursdays. Starting 2026, one additional day of the employee's choosing each week. Travel Required n/a Compensation $150,000 - $180,000 annual base salary. The compensation range may be adjusted based on experience and location. Pay Transparency Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position. Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors. Roofstock is a total compensation company; the base salary is only a part of our total compensation package. Competitive & Unique Benefits Package • Generous PTO Policy, • 12 Paid Holidays, • Volunteer Time Off, • Paid Parental Leave, • 401k Program, • Wellness and home office/cell phone subsidies, • Robust health, dental, vision insurance, and more Must be authorized to work in the U.S. is a precondition of employment and we are unable to sponsor H1-B Visas at this time. Any offer of employment is conditioned upon the successful completion of a background investigation. Commitment to Equal Employment Opportunity The company provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to race, color, religion, sex, gender, gender expression, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, marital status, sexual orientation, military or veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis. #LI-HYBRID #LI-LK1

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: Economics & Finance Assessment Specialist Type: Contract Compensation: $40–$90/hour Location: Remote Commitment: 10+ hours/week Role Responsibilities • Author original economics and finance questions that test deep conceptual understanding, not surface-level recall., • Ensure questions are unambiguous, self-contained, and precisely defined. All necessary information must be in the problem statement., • Rate each question's difficulty: Medium (intro undergraduate), Hard (advanced undergraduate), or Expert (post-graduate and above)., • Provide 1 correct answer and 9 plausible but subtly incorrect alternatives that challenge expert-level solvers., • Write step-by-step Chain-of-Thought solutions with clear, concise intermediate steps in markdown format., • Supply 1–5 academic references per question from reputable sources like peer-reviewed journals and university repositories. Must-Have • PhD or doctoral candidate in Economics, Finance, or a closely related field., • Master's degree considered for candidates with exceptional depth in a specific subdomain., • Strong command of graduate-level economic theory, quantitative methods, and financial modeling., • Upload resume, • AI interview based on your resume #hiringmercor

Job Description We’re Hiring: Direct Support Professionals (DSP) Locations: Brooklyn, Bronx, Manhattan, Queens, Pelham & Yonkers Shifts: Morning, Afternoon, and Overnight Pay Rate: $16.00/hr – $19.00/hr (Weekly Pay) ✨ About the Role Be part of a team that makes a real impact every day! As a Direct Support Professional, you will provide essential support and care to individuals with developmental disabilities, helping them live more independently and achieve their personal goals. Responsibilities: • Provide habilitation services as outlined in each client’s service plans (CFA, ISP, Habilitation Plan), • Assist with daily living activities (meal preparation, personal hygiene, cleaning), • Maintain a clean and safe living environment, • Support clients’ preferences for community activities, work, recreation, and personal rights, • High School Diploma or GED required, • At least 1 year of direct care experience with the developmentally disabled population, • Must stay alert and awake during shifts; basic computer skills for data entry, • Must obtain BLS Certification, TB Test, and OPWDD Orientation before starting, • Competitive pay with weekly direct deposit, • Flexible shift options #INDNYOPWDD Company DescriptionPride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

Job Description The Vice President, C&I Credit Underwriter is responsible for the independent underwriting and risk assessment of credit facilities extended to middle market companies across the technology, healthcare, and sponsor-backed sectors. This role supports lending activity for both corporate and private equity-sponsored borrowers, including financing supporting platform investments, recapitalizations, and tuck-in acquisitions. The Vice President partners with Relationship Management teams during transaction origination to evaluate credit opportunities and structure facilities consistent with the bank’s risk appetite, regulatory expectations, and portfolio strategy. The role is responsible for conducting comprehensive credit analysis, evaluating borrower performance and industry dynamics, structuring appropriate credit protections, and preparing credit memoranda for approval by senior credit officers. In addition to transaction underwriting responsibilities, the Vice President supports ongoing portfolio credit oversight and participates in monitoring borrower performance and emerging credit risks. Essential Job Functions: • Transaction Underwriting, • Lead the independent underwriting and credit analysis of new lending transactions across technology, healthcare, and sponsor-backed middle market borrowers., • Evaluate borrower financial performance, operating trends, and projections to assess cash flow generation, leverage capacity, liquidity, and debt service ability., • Perform detailed financial modeling including:, • EBITDA normalization and quality of earnings analysis, • leverage and liquidity analysis, • free cash flow generation, • downside stress testing., • Assess technology and healthcare business models, including recurring revenue structures, customer concentration, reimbursement frameworks, regulatory considerations, and competitive positioning., • Underwrite private equity-sponsored transactions, including platform financings and add-on / tuck-in acquisitions, evaluating sponsor support, integration risk, and post-transaction leverage., • Structure credit facilities including:, • revolving credit facilities, • term loans, • acquisition facilities, • delayed draw term loans., • Identify key credit risks and structure appropriate financial covenants, collateral support, reporting requirements, and structural mitigants., • Prepare term sheets, prescreen memos, and comprehensive credit approval memoranda summarizing borrower performance, transaction structure, industry outlook, risk considerations, and recommended credit terms., • Present transactions to credit committees and senior credit officers as required., • Portfolio Credit Oversight, • Monitor the credit performance of assigned borrowers within the technology, healthcare, and sponsor finance portfolio., • Review borrower financial statements, covenant compliance certificates, and operating metrics to assess performance relative to underwriting expectations., • Evaluate the impact of acquisitions, add-on strategies, and changes in capital structure on borrower credit profile., • Identify emerging risks and recommend appropriate actions including risk rating changes, amendments, waivers, or restructuring strategies where necessary., • Participate in periodic portfolio reviews and credit risk discussions with senior credit leadership., • Collaboration and Professional Contribution, • Partner with Relationship Managers teams to evaluate prospective lending opportunities., • Provide guidance regarding credit structure, leverage tolerance, covenant frameworks, and credit risk considerations during early-stage transaction discussions., • Participate in borrower management meetings, lender presentations, and sponsor diligence discussions as appropriate., • Support the development of the bank’s technology, healthcare, and sponsor finance lending platform through disciplined credit structuring and thoughtful risk assessment., • Credit Governance & Risk Management, • Ensure credit underwriting and approval processes comply with the bank’s credit policies, regulatory guidance, and risk management standards., • Coordinate with legal counsel and internal teams regarding loan documentation and closing conditions., • Maintain complete and well-documented credit files supporting underwriting decisions., • Bachelor’s degree in Finance, Accounting, Business Administration, or related discipline. An MBA and/or CFA, CRC a plus., • 5–10 years of commercial banking or sponsor finance credit underwriting experience, preferably within middle market lending., • Demonstrated experience underwriting cash flow-based lending transactions., • Experience evaluating private equity sponsor-backed borrowers and acquisition financings, including add-on or tuck-in strategies., • Familiarity with technology and healthcare sectors, including SaaS revenue models, technology-enabled services, and healthcare services providers., • Strong financial modeling skills and ability to evaluate leverage capacity, liquidity profiles, and downside scenarios., • Experience structuring financial covenants, collateral packages, and credit protections., • Excellent written communication skills with ability to prepare clear and concise credit memoranda., • Ability to manage multiple transactions simultaneously in a deadline-driven environment., • Strong analytical judgment and ability to work collaboratively with origination, risk, and credit leadership. Our job titles may span more than one career level. The starting base salary for this role is between $130,000.00 – $150,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionAbout Loop: Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India. Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline. Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others. About the Role: As an Enterprise Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s Enterprise customers through our finance product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the finance product of Loop, Balance. In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics. Responsibilities: • Ownership of key customer value metrics, • Building playbooks for the sales and customer support functions, • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers, • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc, • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account Eligibility/ Fit: You are most likely a strong candidate for this role if you:, • Have at least 8-12 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry, • Have been a Senior financial controller, senior manager or director of finance, managing the lifecycle across accounting, F,P&A & treasury, • Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!, • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them., • Have the ability to think metrics, funnels and dashboards, • Have exhibited leadership while also having worked in IC roles across your previous roles, • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes, • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems., • Are a CFA/ CPA charter holder

Job Description Account Executive — Capital Markets Base: $125,000 | OTE: $250,000+ (Uncapped) | Equity Included | 2 Openings Location: Hybrid — New York, NY | Remote considered for exceptional performers ABOUT FISCAL.AI Fiscal.ai is a leading research and data platform built for capital markets professionals. Combining a high-performance research Terminal with a modern, near-real-time fundamentals API and MCP server, Fiscal.ai is redefining financial data infrastructure for the AI era. Headquartered in Toronto and backed by $13M in venture capital, the company serves thousands of institutional and professional clients and reaches millions of end-users through its API ecosystem. Customers include Google Finance, Perplexity, YCharts, Rogo, and Stocktwits. THE ROLE This is a full-cycle, hunter-oriented Account Executive role for a professional who understands capital markets — not just software sales. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms. We are not looking for order-takers. We are looking for someone who wakes up curious about the market, understands why a portfolio manager cares about KPI coverage depth, and can credibly position Fiscal.ai’s data infrastructure against incumbents like LSEG, FactSet, CapIQ, and Morningstar. KEY RESPONSIBILITIES Pipeline Development • 5+ Years of Quota-Carrying Experience: Proven full-cycle B2B SaaS or Data-as-a-Service (DaaS) sales track record, from initial outreach through contract close., • Capital Markets Literacy: You understand how the buy-side operates. You know what a portfolio manager means when they ask about factor exposure, why KPI normalization matters, and how financial data flows from source to application. You do not need to be a CFA, but you must be credible in a room with analysts and data teams., • Technical Proficiency: Ability to master a complex technical product and deliver compelling demonstrations independently, including API use cases and data architecture concepts., • Hunter Mentality: Documented history of building pipeline from scratch, not just managing inbound leads or expanding existing accounts., • Methodology Trained: Formally trained in a recognized enterprise sales methodology such as Sandler, Challenger, or MEDDIC., • Enterprise Deal Experience: Track record closing complex, multi-stakeholder deals at $250K+ contract value., • Education: Undergraduate degree in Business, Economics, Finance, Accounting, or a related discipline., • Travel: Willingness to travel for high-impact client engagements and industry events., • PREFERRED QUALIFICATIONS, • The following are not requirements, but candidates who bring these attributes will have a meaningful advantage:, • Direct Capital Markets Experience: Previous roles within asset management, hedge funds, prime brokerage, sell-side research, or fintech/wealthtech platforms., • Financial Data Domain Knowledge: Familiarity with financial data APIs, terminal platforms, or the broader financial data and analytics vendor landscape., • Established Network: Existing relationships within online brokerages, institutional asset managers, family offices, or fintech platforms., • Base Salary: $125,000, • On-Target Earnings: $250,000+ with fully uncapped commission structure, • Equity: Participation in the company’s equity plan — every team member is an owner, • Environment: Small, high-output team with minimal bureaucracy and a direct line to the founding team, • Openings: Two (2) positions available How to Apply If you have a genuine understanding of capital markets and a proven track record in technical B2B sales, we want to hear from you. Please include a brief note on your most relevant sales and your familiarity with financial data when you reach out.

Job Description Job Description: • Provide habilitation services to each client as prescribed in that client's service plans (CFA, Individual Service plan, Habilitation plan)., • Assist with activities of daily living (ADLs) such as preparing food, personal hygiene, and cleaning., • Assist in maintaining a clean and safe living environment. Qualifications: • High School Diploma or GED required., • 1-year previous experience providing one on one direct care required with the developmentally disabled population., • Ability to stay alert and always awake., • Use a computer for data entry., • Must obtain BLS (Basic Life Support) Certification, TB Testing, and OPWDD Orientation before starting work., • Must be willing to assist with tasks that require lifting and standing for long periods of time. Location: Brooklyn, Bronx, Manhattan, Queens and Westchester County Shift: Morning, Afternoon and Overnight Pay rate: $16.00/hr. - $18.00/hr. (weekly payment) “Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. “ Company DescriptionPride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

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 finance professionals experienced in investment research, financial analysis, valuation, public markets research, financial modeling, and structured investment workflow review. This role supports current and upcoming remote consulting opportunities focused on structured investment research review, equity and macroeconomic analysis, financial model assessment, valuation documentation, earnings review, risk assessment, and high-quality project execution. Selected professionals will apply their investment analysis skills to review realistic financial research scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks. Key Responsibilities Professionals in this role may contribute to: Equity & Macroeconomic Research • Conduct or review equity research across companies, sectors, industries, and public market themes, • Analyze earnings reports, company filings, market data, macroeconomic indicators, and investment research materials, • Support structured review of company profiles, sector notes, market summaries, and investment research outputs, • Review financial models involving DCF analysis, comparable company analysis, scenario analysis, operating assumptions, and valuation outputs, • Evaluate model logic against source data, financial statements, valuation techniques, and documented assumptions, • Support structured review of Excel-based models, valuation summaries, sensitivity tables, and investment case materials, • Assist with reviewing investment theses, risk assessments, market reasoning, and recommendation-style outputs, • Evaluate investment research materials for financial accuracy, analytical quality, clarity, and reasoning structure, • Support structured feedback on thesis development, downside risks, catalysts, and valuation narratives Strong candidates may have: • 1–3 years of experience in investment banking, equity research, asset management, buy-side research, corporate finance, transaction advisory, valuation, or related finance roles, • Strong understanding of financial statements, valuation techniques, accounting basics, and public market research, • Experience with Excel-based financial modeling, DCF analysis, comparable company analysis, scenario analysis, or earnings review, • Familiarity with tools and sources such as Excel, Google Sheets, company filings, earnings transcripts, Yahoo Finance, Koyfin, Bloomberg, Capital IQ, FactSet, or similar research platforms, • Comfort reading and preparing finance artifacts such as financial models, investment notes, valuation summaries, earnings reviews, risk assessments, and research memos, • Clear written communication skills and ability to explain financial reasoning clearly, • A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful, • CFA Level I or II progress, finance certifications, investment research training, or valuation-focused coursework, • Exposure to public equities, asset management, buy-side research, market analysis, or portfolio research workflows, • Experience with Python, SQL, data analysis, financial datasets, or research automation tools, • Experience preparing or reviewing DCF models, comps analyses, earnings notes, investment memos, scenario analyses, or market summaries, • Apply investment research and financial analysis skills to structured remote project work, • Contribute to high-quality financial modeling review, equity research assessment, and investment reasoning workflows, • Work on flexible, project-based assignments aligned with your finance background, • Use your analytical judgment in a focused, detail-oriented research environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment of approximately 10–20 hours per week depending on project availability, • Competitive rates between $110–$125 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

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

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in wealth management, asset management, portfolio construction, financial planning, investment strategy, client advisory workflows, and structured financial evaluation. This role supports current and upcoming remote consulting opportunities focused on structured investment advisory review, portfolio strategy assessment, financial planning scenario evaluation, client communication review, fiduciary workflow analysis, and high-quality project execution. Selected professionals will apply their wealth and asset management expertise to review realistic advisory scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based financial advisory workflows. Key Responsibilities Professionals in this role may contribute to: Portfolio Construction & Investment Strategy Review • Review scenarios involving portfolio recommendations, asset allocation, rebalancing decisions, investment policy statements, and client investment objectives, • Evaluate investment outputs against risk profile, time horizon, liquidity needs, tax considerations, and documented client constraints, • Support structured review of investment research, portfolio strategy materials, alternative investment analysis, and asset allocation frameworks, • Review financial planning scenarios involving retirement projections, client discovery materials, tax-loss harvesting, estate planning concepts, and advisory recommendations, • Evaluate client-facing communications against planning objectives, source materials, fiduciary considerations, and suitability requirements, • Support structured review of financial plans, advisory notes, client summaries, retirement models, and planning-related documentation, • Annotate, label, or validate materials across wealth management and asset management use cases, • Review scenarios involving risk profiling, alternative investment due diligence, fund operations, fiduciary standards, and regulatory considerations, • Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and advisory workflow quality Strong candidates may have: • 3+ years of experience in wealth management, asset management, financial planning, portfolio management, client advisory, private banking, RIA work, family office, fund operations, or related investment roles, • Background in one or more areas such as client advisory, financial planning, portfolio construction, asset allocation, alternative investments, estate planning, fiduciary compliance, or institutional asset management, • Familiarity with advisory workflows involving client discovery, IPS development, portfolio review, retirement projections, tax-aware planning, rebalancing, and investment recommendations, • Comfort reading and preparing financial advisory artifacts such as client summaries, investment policy statements, planning notes, portfolio reviews, due diligence summaries, and advisory communications, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, economics, accounting, business administration, investment management, financial planning, or a related field is helpful, • CFA, CFP, CAIA, Series 65, Series 66, or related financial advisory credentials, • Experience at an RIA, wirehouse, private bank, asset manager, family office, fund platform, or institutional investment organization, • Familiarity with alternative investments, private equity, hedge funds, real assets, estate planning, trust structures, fiduciary standards, or suitability review, • Experience preparing or reviewing investment policy statements, client plans, portfolio reviews, rebalancing notes, tax-loss harvesting analyses, or investment due diligence materials, • Apply wealth and asset management expertise to structured remote project work, • Contribute to high-quality portfolio review, financial planning assessment, advisory workflow evaluation, and investment strategy analysis, • Work on flexible assignments aligned with your investment advisory background, • Use your financial judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $85–$115 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions—meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all. About Northstar (Powered by Nayya): Northstar is a financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey. We partner with employers to reach employees at the start of their relationship with money—their paycheck—combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER® professionals with easy-to-use tools and education. In 2025, Northstar was acquired by Nayya to build a unified health and wealth experience—combining Nayya's benefits intelligence and AI-driven guidance with Northstar's financial planning capabilities and planner team. Together, we're making benefits simpler, more personalized, and more actionable for employees year-round. Financial Planner, US Overview: The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits. We're hiring a Financial Planner to join our team of CFP® professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission—we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone. What you'll do: • Build customized financial plans and provide actionable guidance to improve members' financial health, • Provide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implications, • Offer guidance on cash flow, debt payoff, saving, and investing—tailored to each member's life stage and goals, • Support members and build trusting relationships via text-based chat, phone, and video calls, • Proactively engage members through various life events, providing both financial and emotional support, • Consult with cross-functional teams as a subject-matter expert on financial planning, • Active CFP® certification required (CPA/PFS, ChFC, or CFA a plus), • This is a registered position (S65) and must be eligible for IAR registration in your state of residence, • Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning, • A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life, • Strong qualities of empathy, kindness, and emotional intelligence—you know when to take a quantitative approach and when to take an emotional one, • Experience using financial planning software, adaptability to proprietary tech, and proficiency with custom spreadsheet analysis, • Excellent written and verbal communication skills, • A high level of agency in a remote, fast-moving environment and a bias toward action, • We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance—we don't make money from referral fees and are fully aligned with the people we serve., • You'll do "real" financial planning centered around the needs of the employee—no business development, no investment trading., • You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance., • We have passionate, paying customers and are scaling quickly. #LI-Remote Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

The ideal candidate will analyze market data and produce actionable insights for clients.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

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: Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location: Remote Role Responsibilities • Provide high-level input on portfolio construction and asset allocation., • Evaluate AI-generated portfolio strategies and risk frameworks., • Assess investment decisions across multiple asset classes., • Guide model development with real-world portfolio management insights., • Stress-test strategies under different market conditions. Must-Have • 8+ years in investment management, with 5+ years as a PM or Co-PM., • Proven track record managing institutional or HNW portfolios., • Strong expertise in portfolio optimization, risk management, and alpha generation., • Deep understanding of market dynamics and macro drivers., • CFA or MBA., • Experience managing multi-asset or global portfolios., • Upload resume, • AI interview based on your resume #hiringmercor