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Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Key Responsibilities External Responsibilities: • Develop and maintain relationships with RIAs, family offices, and institutional investors., • Present and promote the company’s real estate and specialty finance investment products and services through in-person and virtual meetings, webinars, and conferences., • Execute sales strategies to meet or exceed targets for product adoption and AUM growth., • Conduct market analysis to identify new opportunities and maintain awareness of competitors and industry trends., • Serve as the primary point of contact for external clients, addressing questions, concerns, and providing ongoing support. Internal Responsibilities: • Collaborate with internal teams to ensure alignment between sales strategies and operational capabilities., • Assist in developing marketing materials, sales decks, and product briefs tailored to specific client needs., • Coordinate closely with the compliance team to ensure all sales activities meet regulatory standards., • Support internal training initiatives to educate staff on product offerings and sales strategies. Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Job Description Our client, a pioneering global Technology group, is currently looking for a General Manager, Investor Relations & Strategy, to join its growing team. In this role you will serve as a critical link between the executive leadership team and the global investment community. This is a high-visibility, high-impact role for a seasoned professional who thrives in complex environments, excels under pressure, and brings both analytical depth and strategic clarity. Key responsibilities will include: Investor Relations Leadership · Act as the primary bridge between executives and investors—drafting presentations, conducting outreach, and managing ongoing relationships and inquiries. · Ensure executive readiness for investor engagements and maintain a compelling, consistent corporate narrative. · Build trust with institutional investors and analysts through confident, transparent, and informed communication. Financial & Regulatory Expertise · Interpret, analyze, and present financial data with precision; understand financial statements, reporting standards, and analytical tools. · Stay ahead of SEC regulations, reporting requirements, and market trends to guide strategy and ensure compliance. · Coordinate closely with legal and finance teams to guarantee accuracy and integrity of all investor-facing information. Strategic Communications & ESG · Develop and drive a comprehensive investor communications strategy across press releases, digital platforms, and key announcements. · Oversee corporate social responsibility and ESG initiatives, including reporting and standards alignment. Corporate Strategy & Change Management · Provide analysis on policy and regulatory changes across key markets to support business leaders. · Partner with the Executive team on major change initiatives—such as people strategy development and other enterprise-level transformations. For immediate consideration please contact Ronny.Cohen@roberthalf. · Bachelor’s degree in business administration, finance, accounting, commerce, or a related field. · Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). · Strong working knowledge of SEC regulations and financial reporting standards. · Demonstrated experience in investor relations, financial markets, and strategic project leadership. · Outstanding interpersonal, communication, and presentation skills. · Experience managing teams and delivering results under pressure with multiple, shifting priorities.

Job Description The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts), • Backed by one of the largest broker-dealers in the USA., • Build and maintain strong client relationships., • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance., • Conduct financial needs assessments and develop personalized financial plans., • Manage client portfolios and provide ongoing investment management services., • Educate clients on financial concepts and market trends., • Generate leads and build a strong referral network., • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production), • Excellent communication, interpersonal, and presentation skills., • Strong analytical and problem-solving skills., • Client-focused and results-oriented., • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus., • A Bachelor's degree in finance, economics, or a related field is preferred.

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 Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies. Role Overview You’ll serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a remote, flexible (20–30 hrs/week) opportunity designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution. Responsibilities * Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. * Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance. * Conduct asset allocation, portfolio reviews, and performance evaluations. * Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. * Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. * Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications * 5+ years of experience in wealth management, private banking, or RIA environments. * Proven track record managing $20M+ in client assets. * Expertise in financial planning, portfolio construction, and client communication. * Strong interpersonal and relationship-building skills with a client-first mindset. * Knowledge of financial planning software, CRM systems, and investment platforms. * CFP, CFA, CPA, or MBA preferred. Why Join * Flexible, 20–30 hour/week structure — ideal for experienced advisors balancing client work and strategic growth. * Work remotely with a global team transforming wealth management through AI and analytics. * Partner with innovative professionals across finance, data, and technology. * Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes. * Build enduring client relationships with a focus on holistic, long-term financial success.

Job DescriptionLocation: New York City, United States Reports to: Head of Fixed Income Trading Position Overview We are expanding our Fixed Income team, the firm’s newest division launched in 2023, and are seeking a US Corporate Credit Trader with deep expertise in US corporate credit markets. In this role, you will drive proprietary trading strategies across investment-grade and high-yield corporate bonds, CDS, leveraged loans, and other related instruments. Key Responsibilities: • Execute proprietary trading strategies in US corporate credit, including IG/HY bonds, CDS, and leveraged loans., • Conduct in-depth analysis of credit spreads, macro/microeconomic developments, and sector trends to identify trading opportunities., • Manage a proprietary risk portfolio with disciplined position sizing, stop-loss adherence, and risk-reward oversight., • Monitor market movements and dynamically adjust trading strategies to capitalize on relative value and market dislocations., • Collaborate with research, risk, and other traders to refine strategies and enhance market insights., • Leverage systematic and algorithmic tools where appropriate to improve trading efficiency and execution.Qualifications:, • Minimum 3 years of proprietary trading experience in US corporate credit, including IG/HY bonds, CDS, and leveraged loans., • Proven track record of generating consistent risk-adjusted returns in a fast-paced trading environment., • Strong quantitative, analytical, and decision-making skills., • Proficiency with Excel, SQL, Python, or other platforms for analytics, modeling, and strategy support., • Strategic thinker with ability to interpret complex market and macroeconomic data., • Comfortable operating under pressure and collaborating in a high-performance team., • Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or a related field; CFA or advanced degree preferred.What We Offer:, • Competitive salary with performance-based bonuses., • Access to a dedicated proprietary trading platform with strong support infrastructure. N51qcjXOl2

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

SR. AUDIT MANAGER- BSA/AML WHAT IS THE OPPORTUNITY?The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? • Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB), • Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations, • Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases., • Assists with the development of audit budget estimates for respective area of focus, • Assists with the development of the annual risk assessment and audit plan, • Leads and performs continuous monitoring activities periodically for the area assigned, • Maintains ongoing relationships with management of auditable units, • Keeps informed of new services, products and events that have a significant business and technology impact, • Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned, • Tracks and manages audit resources to meet the audit budget and audit plan mandates, • Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals., • Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop peopleAdditional Qualifications, • CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable, • A thorough understanding of regulatory and compliance policies and procedures., • Possess expert understanding of internal audit methodology and principles., • Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions., • Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment., • Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas., • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

SR. AUDIT MANAGER- TREASURY/FINANCE WHAT IS THE OPPORTUNITY?Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do • Assists with the development of audit budget estimates for respective area of focus., • Assists with the development of the annual risk assessment and audit plan, • Leads and performs continuous monitoring activities periodically for the area assigned, • Maintains ongoing relationships with management of auditable units, • Tracks and manages audit resources to meet the audit budget and audit plan mandates., • Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)., • Completes all required training., • Acts as a role model/mentor to lower level Auditors, • Enhances and maintains morale of the audit staff, • Performs on-the-job training of lower level auditors, • Evaluates and provides performance feedback to lower level auditors, • Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance, • Participates in interviews and evaluations of new applicants., • Keeps informed of new services, products and events that have a significant business and technology affect., • Bachelor's Degree or equivalent, • Minimum of 7 years of audit experience, • Must possess strong managerial, organizational, and verbal and written communication skills., • 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution, • Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations, • Experienced in managing and mentoring staff, • Excellent writing and communication skills Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

Investment Banking Vice President, Leveraged Finance - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make:\nAssist in the structuring, negotiating and execution or syndicated and private credit facilities for leveraged buyouts, mergers and acquisitions, dividend recapitalizations, refinancings and various other purposes.\n\n • Lead the creation of client presentation materials and pitchbooks, including all background research, analysis and drafting. Oversee the work of the junior bankers.\n, • Manage the creation and 'own' the final product for valuation analyses including discounted cash flow; trading comparables; company comparables; and LBO analysis. Prepare committee approval requests, including and IBC.\n, • Work directly with Capital Markets and the Coverage bankers on the syndication process, including the preparation of materials for launch, and supporting the response to investor questions.\n, • Work directly with Capital Markets and the Coverage bankers on the syndication process, including the preparation of materials for launch, and supporting the response to investor questions.\n, • Support the Senior Banker in negotiations with private equity sponsors and corporate clients on business terms and legal documentation, including grids, commitment / engagement letters, credit agreements, bond documents, and various other legal documentation.\n, • Oversee the execution process for transactions to meet client expectations.\n, • Analyze detailed corporate and financial information and conduct detailed due diligence\n, • Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements and policies.\n, • Train the associates and analysts\n \nWhat You Bring:\nTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\n\nBachelor's degree with equivalent work experience: in Finance, Economics, Business Administration, or a related field - Required.\nMBA / CFA /Masters, or equivalent work experience in Finance, Economics, Business Administration, or a related field - Preferred.\n \n6+ Years Experience in Leveraged Finance Investment Banking - Required.\n \n, • Prior work experience in investment banking front office role.\n, • Direct work experience with leveraged finance companies and understands the leveraged loan and HY bond product as well as the underlying transactions (LBO's, M&A, dividend recaps, refinances, etc.) that drive the business.\n, • Exceptional written and verbal communications skills.\n, • Strong quantitative and analytical skills including Excel modelling and valuation work.\n, • Ability to work under pressure and meet tight deadlines, and have the aptitude to synthesize large amounts of information and develop innovation solutions.\n, • Ability to manage projects independently and assume a high level of responsibility.\n, • Ability to interact and work with clients.\n, • Ability to coordinate and lead multiple deal teams.\n, • Ability to assess and mitigate reputational, operational and credit risk.\n, • Strong organizational skills and detail orientation, as well as analytical skills.\n, • Demonstrated ability to motivate and influence others.\n \nCertifications:\nNo Certifications listed for this job.\n\nIt Would Be Nice For You To Have:\nEstablished work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $202,500.00 USD Maximum: $280,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC

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 – $18.00/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 Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.Pride Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.

Job Description Location: Brooklyn, Bronx, Manhattan, Queens, and Westchester County Shift: Morning, Afternoon, and Overnight Pay rate: $16.00/hr - $18.00/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 Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.Pride Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.

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 Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.Pride Global 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, home insurance, pet insurance, and employee discounts with preferred vendors.

About the Opportunity Center for Anxiety (CFA) is expanding our Manhattan practice and opening a small number of part-time opportunities for experienced psychotherapists (psychology, social work, counseling, or other allied professionals) operating as independent contractors (1099). This model is ideal for clinicians who want to build a premium, primarily in-person private practice within a nationally recognized specialty setting. We provide a high-trust, collaborative clinical environment with a strong administrative backbone - allowing clinicians to focus on what they do best, while benefiting from referrals, infrastructure, and professional visibility. This is not a W-2 position. It is a private practice growth opportunity within CFA’s established clinical ecosystem. What We Offer • Beautiful, high-quality office space in Manhattan, • Strong referral flow from CFA’s established brand and network, • Administrative + billing infrastructure (EHR, telehealth, billing, email, scheduling), • CFA email + Google Workspace, • Opportunities to collaborate on complex and concierge-level cases, • Professional visibility on CFA website and select digital platforms, • Support to ethically increase session rates over time, • A team-based, in-person clinical environment Compensation Model This is a fee-for-service independent contractor role. Clinician earnings depend on their own session fees and caseload size. The model includes: • Flat $75 per-session infrastructure fee, • Clinicians set their own rates (typical range: $250–$500+ per session), • No percentage split on the Base Rate Growth Uplift: • When a clinician increases their fee above $300/session (or above their Base Rate, if higher) and that growth is supported by CFA’s branding, referrals, mentorship, or platform, CFA receives:, • the flat $75 fee, plus, • 25% of the portion of the fee above the applicable threshold (the “Growth Uplift Fee”). Example: • A clinician joins CFA with a Base Rate of $300, and increase their rate to $500/hour., • Increase above threshold: $500 – $300 = $200, • Growth Uplift Fee: 25% of $200 = $50, • Total CFA fee per session: $75 + $50 = $125 Who We’re Looking For • Licensed Psychologists, LCSWs, LMHCs, or equivalent, • Currently seeing 10+ private-pay clients, • Typically charging $250+ per session, • Interested in growing toward 15–20+ clients, • Able to work 3–4 days per week in-office (majority of clinical hours in person), • Seeking a collaborative, team-based environment, not a peripheral or remote-only arrangement Culture & Fit CFA is building a high-performance, in-person clinical culture. We are a good fit for clinicians who: • Want to grow a premium caseload, • Value team-based collaboration, • Prefer strong infrastructure + professional visibility How to Apply Click “Apply” on LinkedIn or email a brief introduction and CV to:

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater is seeking a Managing Director, Real Estate Credit to serve as the firm’s senior credit authority across all investment activity. This role will lead credit strategy, underwriting governance, risk management, and portfolio construction across Clearwater’s origination, securitization, and balance sheet platforms. The Managing Director will define and enforce institutional credit standards while partnering closely with Originations, Capital Markets, and Executive Leadership to ensure disciplined capital deployment. This individual will serve as the primary credit voice with internal Investment Committees, warehouse lenders, rating agencies, and institutional capital partners. The ideal candidate brings deep commercial real estate lending experience across construction, bridge, and structured credit executions, with exceptional judgment across cycles. This is a senior leadership role with material influence over portfolio risk, investor confidence, and platform scalability. KEY RESPONSIBILITIES Credit Strategy & Governance • Own Clearwater’s enterprise-wide credit philosophy, underwriting standards, and risk tolerance framework across all products and jurisdictions, • Establish and maintain institutional underwriting policy, approval authorities, concentration limits, and portfolio construction parameters, • Chair or serve as a senior voting member of the Credit Committee, providing final credit authority on complex or large-scale transactions, • Ensure all transactions align with warehouse lender covenants, investor mandates, and securitization eligibility standards, • Proactively assess macroeconomic risk, asset-level performance trends, sponsor behavior, and capital market conditions to adjust risk posture in real time Underwriting Leadership • Provide senior oversight of all credit underwriting from initial sizing through final approval, with direct involvement in complex construction, transitional, and structured transactions, • Review and challenge financial models, cash flow projections, development budgets, lease-up assumptions, exit strategies, and downside cases, • Enforce disciplined sensitivity analysis, stress testing, and scenario modeling across all executions, • Serve as the final internal arbiter on credit exceptions, structure optimization, and risk mitigation strategies, • Ensure consistent application of underwriting frameworks across asset classes, geographies, and origination channels Portfolio & Asset Management Oversight • Oversee portfolio-level credit performance, surveillance, and risk reporting across all financed assets, • Direct early identification of underperformance, covenant stress, construction risks, or sponsor execution issues, • Partner with Servicing and Asset Management to drive proactive resolution strategies and value preservation, • Guide reserve policy, exposure limits, and draw control frameworks to protect capital throughout the life cycle of each transaction Capital Markets & Institutional Interface • Serve as Clearwater’s senior credit representative with warehouse lenders, rating agencies, institutional investors, and securitization counterparties, • Support ABS, rated issuance, and forward-flow strategies through portfolio construction guidance, collateral eligibility analysis, and disclosure governance, • Review and approve credit narratives used in offering memoranda, investor reports, and rating agency presentations, • Collaborate with Capital Markets on execution timing, leverage strategy, and portfolio optimization Executive Leadership • Partner directly with the CEO and Head of Capital Markets on firm-wide strategy, capital deployment pacing, and growth planning, • Contribute to new product development, credit expansion strategies, and market entry decisions, • Build and mentor senior credit, underwriting, and portfolio management professionals as the platform scales, • Serve as a senior cultural leader reinforcing discipline, accountability, and institutional standards across the organization Qualifications • Minimum 12 to 15 years of experience in commercial real estate lending, structured credit, or institutional real estate investing, • Demonstrated senior leadership experience overseeing enterprise-level credit and underwriting functions, • Deep expertise across construction, bridge, transitional, and permanent executions, • Strong understanding of capital markets, warehouse financing, securitization mechanics, and investor mandate compliance, • Proven ability to evaluate complex sponsor strategies, development risk, and capital stack dynamics, • Exceptional analytical rigor and credit judgment across market cycles, • Ability to operate at both strategic and granular underwriting levels, • CFA OR CAIA preferred COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, as well as a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly motivated and analytical professional to join our Corporate Finance team as an Associate, Capital Markets and Capital Formation. In this critical role, you will be effectively managing the company's financial structure by determining where we source our capital and how we strategically deploy it. This role requires a unique blend of financial structuring expertise, capital allocation discipline, and world-class relationship management to secure and optimize the financing essential for our high-growth initiatives. This role will be required being based in San Francisco, CA or New York, NY. What You'll Be Working On: * Capital Formation & Transaction Execution * Financing Strategy: Support the development and execution of the company's capital strategy across various financing avenues, including debt facilities, asset-backed securitizations, private placements, and corporate credit lines. * Transaction Lead: Act as a key execution team member on new debt and equity issuances, coordinating due diligence, managing legal documentation, and overseeing the closing process. * Financial Modeling: Build, maintain, and stress-test complex financial models to evaluate new financing proposals, analyze pricing, and assess the impact of different capital structures on the balance sheet and overall cost of capital. * Market Intelligence: Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity to inform and shape internal strategy. * Relationship Management & Investor Relations * Create and maintain key relationships across the banking and buy-side community. Attend relevant conferences and events to establish strong ties into the capital markets. Lender and Investor Relationship Management: Cultivate and maintain strong, high-touch relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners. * External Representation: Prepare high-quality, professional marketing materials (pitch books, deal teasers, investor presentations) to articulate the company's financial story and financing needs to external capital providers. * Negotiation Support: Assist senior management in term sheet negotiations and structuring discussions with capital partners. * Internal Capital Allocation & Treasury * "Internal Bank" Function: Work closely with treasury and broader finance organizations in order to help manage capital flows and capital availability for new projects (e.g., Corporate Development, Operations, and Business Units) as well as understanding and evaluating internal capital requests, applying a rigorous, return-focused allocation framework. * Liquidity & Risk Management: Support the Treasury function by analyzing short- and long-term cash flow forecasts, monitoring liquidity levels, and managing interest rate and foreign exchange risk exposures. * Reporting and Research: create and distribute internal research papers for executive leadership and the Board of Directors on market activity, peer financings and their pricing, as well as important precedent transaction summaries. What You'll Bring to the Team: * 5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group. * Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred. * Proven track record of managing and contributing to the execution of complex financing transactions. * Exceptional financial modeling and quantitative analysis skills; expertise in MS Excel is mandatory. * Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners. * Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences. * A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment. * Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. CFA designation or candidate is a plus. Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $110,000 -$170,000 + 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 DescriptionAbout Us We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — people who are fluent in markets, comfortable in Python, and credible in front of sophisticated allocators. The Role As a Senior Client Portfolio Manager (CPM), you’ll translate quantitative insights into client outcomes and answers. You’ll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role where you’ll be trusted to: • Engage directly with clients/advisors as an ambassador of the SMA platform., • Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on., • Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards)., • Collaborate with research and engineering teams to translate client needs into features and workflow improvements., • Proactively monitor accounts for opportunities: tax-loss harvesting, transitions, customization, compliance with restrictions. What We're Looking For • 3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility., • Strong command of equity markets, factor risk, and tax-aware investing., • Hands-on Python skills — you don’t need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers., • Ability to context-switch between technical deep dives and client-ready narratives., • Proven record of earning trust with sophisticated clients/advisors., • CFA charterholder, or equivalent advanced credential preferred. Why Join • Impact: Help define the future of tax-aware SMAs., • Exposure: Work alongside leading investment, quant, and fintech professionals., • Growth: Rapid career trajectory in a high-visibility, high-growth business.

Job DescriptionSalary: Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence. Associate Directors are a clients key contact throughout their compliance process. Associate Directors need strong interpersonal skills and the ability to develop excellent client relationships through interactions with both junior and executive level client personnel. These individuals must show an aptitude for understanding the financial markets, investment strategies and the business climate in which our clients operate. Associate Directors must demonstrate strong organizational skills and work effectively as members of a team. This position requires a particularly strong interest in working on a team and achieving team goals as opposed to individual goals. These individuals must be able to advance projects with minimal guidance or direction. Our environment is entrepreneurial and constantly changing. Our employees all possess a strong entrepreneurial mindset, they are problem solvers, with strong work ethics who are determined to create a world class business one day at a time. ESSENTIAL DUTIES AND RESPONSIBILITIES • Draft SEC and CFTC filings and compliance manuals, • Maintain Code of Ethics programs for clients, • Conduct regular reviews of client compliance programs, • Manage all client deliverables and adhoc requests, • Assist in SEC examinations and draft basic responses, • Assist and complete ERA, RIA and BD registrations, • Draft FINRA filings and provide filings guidance to clients, • Assist with FINRA inquiries by providing thoughtful responses, • Prepare regulatory filings such as Form ADV, Section 13 Filings, Form PF, Form PQR, among others REQUIREMENTS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A degree in Business Administration, Finance, Accounting, Political Science, or equivalent Experience: • 3-5 years experience working in financial services as a fund or broker dealer accountant or legal or compliance professional OR, • Recent law grad with financial services or fintech experience or business undergraduate degree, • Business undergraduate degrees preferred but not required, • JD, CPA or CFA preferred but not required, • Attorneys must have business undergraduate degrees or financial services experience to qualify., • Experience or technical understanding of trading strategies and the financial markets is highly desirable, • Some travel (5-25%) during peak periods is required. In return • A compensation package that includes a base salary between $120,000 - $150,000, • 401(k) match, • 25 days Holiday, • Health Insurance (EE and family), • Discretionary yearly bonus

Job Description Mercor is hiring on behalf of a leading AI-enabled research lab seeking a Sell-Side Equity Research Analyst / Associate to produce data-backed insights, forecasts, and coverage reports for institutional investors. The role blends traditional equity research with exposure to automation and AI-driven analytics, supporting the delivery of high-quality research across key market sectors. Responsibilities * Lead sector coverage by monitoring companies, market trends, and industry developments. * Develop and maintain detailed financial models and forecasts. * Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients. * Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows. * Present findings and insights to senior analysts, clients, and internal teams. Qualifications * 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.). * Proficiency in Excel modeling, valuation, and financial statement analysis. * Strong writing, presentation, and client communication skills. * Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools. * Quantitative mindset — able to blend traditional analysis with structured data insights. * Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus. Why Join * Gain exposure to AI-enhanced research workflows, working alongside engineers, data scientists, and sector experts. * Build deep sector expertise while experimenting with new tools for forecasting and modeling automation. * Collaborate with top-tier investors and institutional research teams worldwide. * Flexible hours (20-30 hrs/week available) — ideal for analysts looking to expand into AI-driven finance. * Flexible remote schedule.

Job Description Mercor is hiring on behalf of a frontier AI research lab operating at the intersection of machine learning, finance, and data labeling. The Lab’s mission is to harness AI to analyze markets, model company fundamentals, and generate alpha-driven insights. It brings together a multidisciplinary team of engineers, investors, and data scientists building systems that learn from both financial data and human expertise. The Role We’re seeking a Buy-Side Equity Analyst to contribute to both fundamental company research and AI data labeling initiatives. You’ll perform investment analysis, build valuation models, and collaborate with data scientists to label and structure datasets that train AI models used in investment research. This is a hands-on opportunity to gain exposure to investment banking-style modeling, AI research, and real-world portfolio thinking — ideal for students, analysts, or career switchers looking to build hybrid expertise. Responsibilities * Conduct fundamental company and sector research, with a focus on AI, software, and emerging technology. * Build and maintain DCF, comps, and operating models to assess valuation and growth potential. * Work with AI researchers to curate and label financial datasets — ensuring data quality, accuracy, and analytical relevance. * Assist in preparing investment memos and pitch materials for internal and client presentations. * Support the integration of AI insights into portfolio and valuation models. Qualifications * 2+ years of experience in equity research, investment analysis, or financial modeling preferred. * Strong proficiency in Excel, Bloomberg/FactSet, and valuation techniques. * Familiarity with data labeling, AI/ML workflows, or Python/SQL is a plus. * Excellent analytical and communication skills. * Background in Finance, Economics, Engineering, or STEM; CFA or progress toward it preferred. Why Join * Gain hands-on investment banking experience while contributing to an AI-powered research lab. * Work 20-30 hours/week — ideal for early-career professionals, or those exploring a transition into finance or AI. * Learn directly from experienced bankers, investors, and AI researchers. * Collaborate with a global, fast-moving team at the intersection of finance and frontier technology. * Shape how AI and human insight combine to redefine alpha generation. * You will have a flexible remote schedule.

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 C funding round brought our total investment to over $170 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 6 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 DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As FP&A Manager, you will be a key partner to cross-functional teams and senior leadership, helping drive financial discipline, insightful planning, and performance management. You will own revenue forecasting, cost of revenue analysis, headcount planning, and scenario modeling to support strategic decisions as we grow into a hybrid Ads + AI monetization business. You'll translate complex data and business trends into clear, actionable insights, enabling the executive team to make informed decisions. This role requires someone with both strong technical finance skills and the ability to partner across product, operations, sales, marketing, and executive functions. Responsibilities • Develop strong collaborative relationships with key stakeholders in Sales, Finance, Ops and various cross-functional teams across the company, • Build models to analyze complex and sometimes ambiguous business issues: revenue forecasting, compensation structures, product launch costs, • Analyze trends and drivers of revenue, identify risk and upside opportunities, and provide actionable recommendations., • Monitor and analyze cost of revenue (e.g. incentives, sales comp, headcount, marketing) to maintain margin discipline, particularly at a regional level, • Present findings clearly to non-finance stakeholders; influence decisions via storytelling and insight, • Support ad hoc business questions, deep dives, and cross-functional analytics., • Be personable, approachable, and able to connect with each and every person on the team and throughout the business, • Be able to work in a fast-paced, scrappy environment and handle many competing requests, • Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needsRequired Qualifications, • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA/ACA/ACCA is a plus, • At least 7 years of experience preferably in investment banking, investment management, management consulting, FP&A, or in the technology/social media industry, • Experience managing P&Ls and cost of revenue, • Demonstrated experience writing SQL queries and pulling data from relational databases, • Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners, • Superior Excel/Google Sheets and financial modeling skills, • Experience manipulating complex and large data setsPreferred Qualifications, • Experience with process improvements and automation in revenue and billing workflows., • Prior experience working in a technology or AI-driven company., • Technical deep-dive: Discussing your experience with revenue recognition and accounting processes., • A take-home challenge focused on revenue recognition or financial analysis. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview The Principal of StepStone Real Estate (SRE) will play a critical role in building and servicing discretionary and advisory client relationships in a highly collaborative, team-oriented, technology-forward environment. The role sits within our Manager Research team, which is responsible for covering primary fund investments, client service for discretionary accounts that are wholistic or primaries oriented, and the firm's outstanding advisory practice The candidate must have training and experience in top-down construction of real estate portfolios, including consideration of client goals and constraints as well as tactical market opportunities and the ability to effectively discuss strategies. The role is principally oriented towards commingled fund investments and will involve manager coverage and oversight of investment evaluations including Fund Summaries, Investment Committee memos and other ad hoc materials as needed. The candidate will also hold a senior role on client accounts that will involve making portfolio construction and investment recommendations to clients and SRE's internal committees. Essential Job Functions: Client coverage manager, where success includes earning the role of trusted advisor and executing well. This involves application of both top-down portfolio construction and bottom-up investment selection with the goal of delivering portfolios that meet client goals and deliver outperformance. There is a formal portfolio planning framework, and the candidate is welcome to assist in improving this process over time. Responsibilities include delivering highly responsive, prompt and accurate client service, guiding and educating clients effectively, client onboarding, leveraging specialty skills across StepStone as needed, and managing supporting resources and team. • New business development – The primary role is to work with the client prospect to build the relationship, develop confidence in SRE and convert opportunities., • This will include:, • discussion of investment approach and tailoring a client-oriented strategy, often in considerable detail with models, as needed, in a client-centered process., • effective verbal communication both formal and informal,, • delivering a range of written materials from tight presentation decks to winning rfps., • working with the SRE and StepStone business development teams and coordinating responses and deliverables across the SRE team including senior management, specialists and support team., • converting networks and market presence into sourcing opportunities. This is a growth area, not a requirement and would supplement the efforts of a dedicated business development (BD) team, SRE partners and others., • Team building, • Key role in building and maintaining a collaborative, connected and vibrant culture in the NY research team, with good connectivity across shared functions within the global Manager Research team, • Training, managing and motivating junior team members across multiple levels, • Many of these activities will leverage SPI: StepStone Private Intelligence, which is proprietary software. The candidate is expected to become proficient with SPI and other firm technology as well as any other technology needed to perform the job, and the role includes ensuring fund materials, notes and other relevant materials are regularly input to SPI., • In collaboration with a data gathering systems, team and processes, the candidate will support gathering, verification and use of a growing asset-level performance database. The candidate has the opportunity to shape the uses of this exciting new source of information as it builds over time., • Contribute to House Views, including reporting trends observed from client and GP interaction. Over time, a person successful in this role will increasingly be involved in broader top down exposure recommendations including the generic recommendations in the House Views., • BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience;, • Top-down portfolio construction experience, • Developed investment judgment with demonstrable understanding of risk/reward, • Strong client communication and relationship-building skills and experience, • Exceptional business writing, • Detail-oriented, • Commitment to learning and continuous improvement of tools and practices, • Ability to thrive in a deadline-oriented environment, emphasizing timely and accurate client deliverables, • Willingness to work a flexible schedule, • Willingness to travel, • High level of confidentiality, • Commitment to learning, • Possess an accreditation like a CFA, MBA, CPA, or CAIA The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and Business Operations to guide the company through its next chapter of growth. This is a pivotal leadership role responsible for leading financial strategy, ensuring operational excellence, and providing business insights that shape the company's trajectory. You will work directly with the CEO, Board of Directors, and senior leadership team to manage the company's financial health, oversee core business operations, and scale the infrastructure needed for global growth. The ideal candidate blends strategic leadership with hands-on operational expertise, and thrives in high-growth, venture-backed environments. What You'll Do Strategic Leadership & Investor Relations • Partner with the CEO and Board of Directors to provide clear, data-driven insights into company performance, risks, and opportunities., • Lead financial planning and reporting for board meetings, fundraising processes, and investor updates., • Contribute to long-term strategic planning and resource allocation decisions.Financial Strategy & FP&A, • Build and scale the FP&A function to deliver robust forecasts, budgets, and scenario modeling., • Design and operationalize financial models that support consumption-based and hybrid pricing structures., • Develop and maintain automated dashboards and BI systems to connect operational metrics to financial outcomes., • Partner with Product and GTM leadership to model usage, margins, and unit economics in real time., • Implement modern FP&A and finance systems (e.g., Mosaic / HiBob, Cube, Pigment, or Anaplan) to improve accuracy and speed of reporting., • Provide actionable insights that inform executive and board-level decision-making.Accounting & Compliance, • Oversee global accounting operations, including ledgers, AR/AP, payroll, and cash management., • Ensure compliance with US GAAP and international accounting standards., • Lead external audits, tax preparation, and regulatory filings across multiple jurisdictions.Business Operations & Systems, • Design and implement scalable processes, systems, and controls across finance and operations., • Partner with Sales, People, and other teams to operationalize revenue recognition (ASC 606), commissions, and compensation programs., • Drive cross-functional initiatives to improve efficiency, automation, and decision-making., • Build a unified data layer and reporting infrastructure to enable faster, better decision-making across teams., • Own company-wide OKR cadence, resource planning, and annual operating plan execution., • Act as the connective tissue between functions — ensuring strategic goals translate into aligned budgets, systems, and measurable outcomes.What You'll Bring, • 8+ years of progressive finance and operations experience, with 3+ years in senior leadership roles., • 4 years of experience in enterprise software, cloud, or infrastructure companies., • Proven track record scaling finance, accounting, and business operations functions through Series C or later in venture-backed startups., • Experience building financial models and systems for usage- or consumption-based SaaS businesses., • Strong understanding of how to apply AI in a finance and operations context, including tools for forecasting, automation, analysis, and decision support., • Strong foundation in US GAAP and compliance; Big 4 public accounting background highly valued., • Demonstrated success leading board and investor communications., • Advanced technical and analytical skills (Excel, BI tools, SaaS financial systems)., • Experience implementing or optimizing modern FP&A systems (e.g., Anaplan, Pigment, Mosaic, Cube)., • Excellent organizational, written, and verbal communication skills., • Bachelor's degree in Finance, Accounting, or Economics; MBA, CPA, or CFA strongly preferred.A plus if you:, • Experience in remote or distributed-first organizations., • Familiarity with open source, developer tooling, or cloud-native ecosystems. #LI-REMOTE Why Upbound? At Upbound, you'll help shape the systems and strategies that drive predictable, scalable growth in a product-led company embracing usage-based models. If you're excited to build from the ground up, work with cutting-edge cloud technologies, and directly impact how revenue is generated and scaled—this is your seat at the table. About Upbound Upbound is pioneering infrastructure platforms for the Agentic AI Era, serving Fortune 500 companies and platform engineers across more than 100 countries. The company empowers infrastructure and platform teams with Intelligent Control Planes - based on Kubernetes and Crossplane - that provision, operate, and adapt so platforms are ready for both humans and AI agents. Upbound is the creator and primary maintainer of Crossplane, the popular open-source framework for building cloud-native control planes, with over 100 million downloads and adoption by more than 1,000 teams worldwide. A Series B startup backed by GV (formerly Google Ventures), Altimeter Capital, and Intel Capital, Upbound has raised $69M to date. For more information, visit .

Job Description Private Assets Research Vice President Our client a very successful Private Equity firm is looking to hire an experienced investment professional with a minimum of six years of applicable work experience to join our Private Assets Research Group. The research position includes origination of investment opportunities, manager due diligence, investment monitoring, and market research. The investment focus area will be primary private equity funds. The position is an ideal opportunity for a candidate with a minimum of six years of relevant work experience as well as a MBA and/or CFA designation (recommended but not required). Relevant work experience includes investment consulting and private equity investing on behalf of a limited partner or general partner. The candidate should be able to multi-task, travel, and be flexible with work hours. This position is located in New York City. Successful candidates will have a passion for private equity investing and want to focus on primary fund investing and research, not co-investments. Duties & Responsibilities Ø Fund-level due diligence. Analyze private equity fund level investment opportunities by working with investment and financial data in excel format, conducting reference, interviewing managers, and reviewing extensive due diligence material. Conduct outreach to sponsors to originate opportunities. Ø Source fund investment opportunities and direct co-investments in companies which will primarily be leveraged buyouts. Utilize market research and data to create market maps and conduct meetings and calls. Ø Client reporting. Monitor private fund which require knowledge of investment accounting rules and use of a CRM database. Conduct regular meetings with private equity managers. Serve on LP advisory committees. Write client monitoring reports and present findings to clients. Ø Industry research. Conduct private equity market research. Produce written reports for clients. Ø Teamwork. Collaborate with team members who are covering private equity, private credit, and real asset investment strategies. Qualifications · Bachelor’s degree in business, finance, or economics · 6+ years of relevant work experience · Must have experience working in private equity · Must have excellent knowledge of investment fund financial statements. · The candidate will possess excellent written and oral communication skills · Must be proficient with Excel, PowerPoint, and other Microsoft programs · The candidate should be a self-starter who can work effectively, both independently and as part of a team · The ability to multi-task is a must Company DescriptionAn extremely successful firm that is growing and expanding with several offices throughout the US.An extremely successful firm that is growing and expanding with several offices throughout the US.

Job Description Mercor is hiring on behalf of a frontier AI investment lab pioneering the integration of machine learning, data analytics, and active portfolio management. The Lab blends quantitative research, fundamental analysis, and AI-powered modeling to identify market inefficiencies and consistently generate alpha. We’re seeking an experienced Portfolio Manager to lead investment strategy design, portfolio construction, and risk oversight within this cutting-edge environment where AI and human judgment converge. Role Overview As Portfolio Manager, you’ll be responsible for developing, executing, and managing investment strategies supported by advanced AI tools and a world-class research team. This is a remote, flexible opportunity (20–30 hrs/week) suited for experienced PMs who want to leverage AI-driven insights while maintaining autonomy and work-life balance. Responsibilities * Design and execute portfolio strategies that integrate both fundamental and AI-generated insights. * Manage portfolio construction, optimization, and risk analytics to ensure consistent performance. * Monitor and analyze portfolio attribution, exposures, and performance metrics across asset classes. * Collaborate with data scientists and engineers to refine quantitative models and signals. * Lead and mentor analysts, fostering a culture of analytical rigor and innovation. * Communicate investment outlooks, performance updates, and strategy rationale to stakeholders. Qualifications * 8+ years of experience in investment management, including 5+ years as a lead or co-Portfolio Manager. * Proven track record of alpha generation and strong risk-adjusted performance. * Expertise in portfolio optimization, asset allocation, and factor analysis. * Skilled in Bloomberg, FactSet, and portfolio analytics tools; familiarity with Python, R, or quant methods preferred. * Exceptional leadership and communication skills; collaborative, data-driven mindset. * CFA, MBA, or equivalent quantitative background strongly preferred. Why Join * Flexible, 20–30 hour/week schedule — ideal for experienced PMs seeking high-impact, part-time engagement. * Gain exposure to AI-assisted investing, working alongside engineers, quants, and researchers. * Help shape next-generation portfolio strategies that blend human intuition with machine intelligence. * Work remotely with a global, fast-moving team driving innovation at the intersection of finance and frontier technology. * Opportunity to mentor emerging analysts and influence how AI transforms asset management.

Job Description Overview: We are looking for an FP&A Manager 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 Fund Accountant Location: New York, NY Job Type: On-Site Salary: $150,000-225,000/year + Bonus Client/Job Summary: Our client is an asset manager seeking a Fund Accountant to help with the launch of a new equity multi-strat fund. Responsibilities would span all fund accounting activities as well as touch on some middle office functions in trading and operations. They will collaborate closely with tax, legal, and operations teams, and work directly with senior management. Key Responsibilities: Fund Accounting • Manage the monthly and quarterly NAV process., • Oversee the general ledger, fee calculations, and financial statement preparation., • Maintain and reconcile books and records., • Manage capital activities of the fund., • Reconcile daily trade activity, cash, and position balances., • Support pre- and post-trade workflows., • 5-10 YOE in fund accounting within a hedge fund or asset manager., • CPA, CFA, or CAIA, • Experience with NAV calculations, fee structures, and financial statement preparation., • Familiarity with trade lifecycle, settlement processes, reconciliation., • Proficiency in Excel and accounting software (e.g. Arcesium, Geneva, Investran, VBA, etc.)Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. This role is open to candidates with AVP level experience. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. FRM, as the second line of defense in the Branch, provides independent measurement, monitoring and evaluation services related to Financial Risks (Credit, Market and Liquidity), in addition to the efforts by process/business owners (Global Banking Unit and Global Market Unit) as the first line of defense. Financial Risk Management (“FRM”) establishes appropriate policies, procedures, and the risk management framework to evaluate the financial risks inherent in the Branch operations. FRM also conducts special scenarios analysis to quantitatively and qualitatively assess financial risk faced by the Branch and provides objective assessment of the Financial Risk to the Branch Management and the Head Office. FRM is directly involved in all financial risk related projects, matters and issues. Position Overview Fully knowledgeable on the day-to-day activities, resolves complex issues where expertise is required to interpret policies, guidelines, and practice. May be considered a subject matter expert for one or more functions or processes. Focus on operational execution and occasional broader planning within areas of expertise. May have direct report subordinate staff Your Duties and Responsibilities: • Assist in the enhancement and effective oversight of the Branch’s Risk Management Framework and related risk-control policies and procedures., • Perform independent loan reviews to evaluate the creditworthiness of the obligor and/ or credit facility and to assign a risk rating to provide an independent periodic and objective assessment of the underlying credit by analyzing financial statements and other external data obtained from external sources., • Assist in the coordination, preparation, and presentation of the monthly and quarterly credit risk monitoring results at the Credit Portfolio Risk Management Meeting., • Assist in the preparation of periodic risk monitoring materials for the Head Office Risk Management Department., • Maintain an advanced level of understanding of credit risk policies/requirements, regulatory expectations and contribute to improving effectiveness and efficiency of the credit risk analysis processes/methodologies., • Attend GBU’s Focus List Meetings, • Perform other duties and responsibilities as assigned by management., • Perform ad hoc risk analyses as needed by managemenYour Knowledge, Skills, and Abilities:, • Masters degree or its equivalent in statistics or economics or in quantitative discipline., • CFA/FRM candidate or charter holder desired., • Proficient in Excel, Word, PowerPoint, Access., • Modeling understanding and capabilities., • Strong oral and written communication skills., • MBA degree in relevant field or its equivalent with at least 5 years of related experience., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent written and oral communication skills. Demonstrates the ability to effectively collaborate, multitask, problem solve, recommend actions, manage time, and manage employees., • Accountable for multiple large, complex processes and programs that impact the department and the Americas Division. Develops staff for current and long-term department needs by providing feedback, guidance, and mentorship., • Strong understanding of the Americas Division business lines, products, and services and a strong understanding of the department discipline, policies, and procedures. Applies advanced knowledge to produce “value-added” results., • Achieves cost savings through the prudent use of resources. Prevents potential liabilities by ensuring compliance in area of responsibility by training staff to adhere to procedures and regulations.Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion., • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application.

Job Description Discretionary Global Macro Portfolio Manager Overview Global alternative investment manager searching for a Discretionary Global Macro Portfolio Manager to join team as part of a global investment team with offices in London/NY/Miami/Singapore. The candidate should have at least two (2) years of risk-taking experience with full discretion of a portfolio or trading book. This role will manage at least $250M of capital and can grow quickly depending on experience/performance. Responsibilities • Manage a dedicated capital allocation within the firm’s discretionary directional global macro fund primarily investing in developed markets., • Manage risk through identifying thematic trades within mandate with emphasis on risk management, involving daily reconciliation of position risk exposures and interaction with the risk management team., • Employ portfolio hedges of related macro risks as necessary., • Work within a collaborative framework and participate in internal weekly meetings freely sharing developments, themes and investment ideas within the global macro landscape., • Collaborate with internal Strategy & Research team to discuss macro themes, investment ideas and relative value as well as offer feedback/input to portfolio valuation., • Liaise with Associate Portfolio Manager/Portfolio Manager teams globally on best execution of all trades., • Facilitate and manage information flow/communication with counterparties., • Engage in quarterly performance review with the Investment Committee., • Participate in meetings with existing and potential investors, as required. Qualifications • Undergraduate degree, CFA a plus., • Minimum eight (8) years related work experience and at least two (2) years with a dedicated capital allocation focusing on developed markets., • Relevant experience managing at least $250mm capital allocation or trading book., • Demonstrate and articulate a successful, repeatable investment process with a demonstrated edge, including demonstrable development of views to how trades are ultimately implemented in the portfolio., • Ability to take own domain knowledge and share it amongst the investment team with an openness to learn and operate within fund investment framework., • Strong quantitative, analytical and financial modeling skills., • Ability to contribute concise, effective investment themes/ideas to entire investment team within a highly collaborative culture., • Ability to express and connect views through best risk-reward strategy with consideration to overall portfolio construction., • Team player and adaptive to different market environments, • Commitment to the highest ethical standards.

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Vice President level candidates. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. FRM, as the second line of defense in the Branch, provides independent measurement, monitoring and evaluation services related to Financial Risks (Credit, Market and Liquidity), in addition to the efforts by process/business owners (Global Banking Unit and Global Market Unit) as the first line of defense. Financial Risk Management (“FRM”) establishes appropriate policies, procedures, and the risk management framework to evaluate the financial risks inherent in the Branch operations. FRM also conducts special scenarios analysis to quantitatively and qualitatively assess financial risk faced by the Branch and provides objective assessment of the Financial Risk to the Branch Management and the Head Office. FRM is directly involved in all financial risk related projects, matters and issues. Your Role Overview: Directs staff, develops strategy and controls execution of the Treasury Administration’s function. Recommends objectives, policies, and plans for the market and liquidity risk management. Develops ways to improve efficiency, effectiveness, and productivity. Your Duties and Responsibilities: • Supervises the Treasury Administration members., • Design/maintain the data repository and design/maintain standardized reports., • Supervises the tasks that are assigned to the Treasury Administration section of the Department. Provides feedback to the Head of the Department on the quality and accuracy of the work performed. Provide support for obtaining and analyzing data related to the credit portfolio and credit risk monitoring process., • Develop and calibrate assumptions and methodology for the liquidity stress test and contingency funding plan test., • Design risk management framework, • Develop risk management policies and procedures, • Prepare and present monthly status of Branch risk and performance to management and Head Office., • Team with Business Continuity Management (“BCM”) to implement and maintain the BCM Program by ensuring the completion of business continuity deliverables for their department such as the regular review of the department Business Impact Analysis (“BIA”) and BCP, testing of BC Strategies, mitigation of identified resiliency risks, and promotion of Business Continuity awareness., • Masters degree or its equivalent in statistics or economics or in quantitative discipline., • CFA/FRM candidate or charter holder desired., • Proficient in Excel, Word, PowerPoint, Access., • Modeling understanding and capabilities., • Strong oral and written communication skills., • Strong quantitative and computer skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Zanders USA is growing and expanding its team of experienced Treasury and Corporate Finance Consultants. Zanders is an award winning global Treasury, Finance, and Risk management consulting firm with over 500 employees. We have employee offices in over 12 countries and across 4 continents. We service a broad portfolio of leading multinational corporations, financial institutions, public sector entities. Our clients choose Zanders because of our deep domain knowledge and thought leadership, and the highest quality service delivery combined with an efficient consulting approach. 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. Location preferences are Houston TX, Chicago IL and NJ or NY. Candidates with more experience may be considered for a more senior position. Your Role 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 About Us 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 to create an inclusive atmosphere, where freedom, fun, and collaboration are pivotal. This sets us apart and is a defining part of who we are. We offer in return 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 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. 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 could be the perfect fit for you.? 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 Our consultancy partner is seeking an experienced Murex Front Office Support Consultant to join a high-profile Business Management & Change function within a leading global financial institution. This is an onsite role based in Midtown Manhattan, supporting Front Office users and driving best practice across Murex environments. You’ll act as the primary point of contact for FO Murex users, providing first-line functional support, configuring simulations and reporting tools and ensuring accurate interpretation of positions, PnL and sensitivities. Working closely with Front, Middle and Back Office, Risk and IT teams, you will translate user requirements, analyse incidents and support ongoing enhancements to the Murex platform. Key Responsibilities: • Provide first-level support to FO Murex users, • Configure simulation views, reports, dynamic tables, notepads and trade queries, • Support PnL, position and sensitivities reporting and explanation, • Gather and interpret user requirements to optimise tool usage, • Promote best practices across Murex workflows and functionality, • Manage Murex product definition settings, • Analyse and resolve incidents across FO, MO, Risk and related areas, • 3+ years’ experience in Murex projects or support, • Strong knowledge of Murex static data, market data, GOM configuration and lifecycle events, • Hands-on expertise with pricing, eTradePad, simulations (PLVA, topography, risk matrices), • Solid grounding in financial markets, valuation, and asset classes, • Background in finance, accounting, economics or business, • Experience working with multidisciplinary teams (FO, BO, MO, Risk, IT, Management Control), • Strong analytical capability for pricing, product parametrisation, PnL and sensitivities Desirable, • Relevant financial certifications (FRM, CFA, CAIA, EFA), • Proactive, results-oriented mindset Initial 12-month contract, with view for potential extension. January start date. Fully on-site.

Job DescriptionSalary: Wellcom is looking for a Finance Manager to work across our three brands (Wellcom, thelab, Dippin' Sauce) Reporting to: Head of Group Finance Location: New York City Hybrid: In Madison Square office Tuesday-Thursday *to note, the manager for this role is based in Australia, so candidates will need to be okay with having a couple of nights a week time shifted so that they are online at 7pm to speak with the Finance Director either from home or at the office Salary: Commensurate with experience between $100,000-$120,000 Overview The Finance Manager partners closely with senior management to enhance the companys financial performance and operational efficiency. This role plays a key part in shaping both the medium- and long-term financial strategy, ensuring robust financial controls, accurate reporting, and insightful analysis. The ideal candidate combines strong technical accounting expertise with the ability to influence and collaborate across departments and regions. Key Responsibilities • Month-End Reporting & Close: Lead the month-end close process for Wellcom Group Inc. (U.S. group of three entities), preparing and analyzing monthly reports for submission to Head Office., • Financial Controls: Maintain and reconcile month-end schedules, including revenue accruals/deferrals, prepayments, accrued expenses, intercompany transactions, and fixed asset registers., • Team Leadership: Coach and support junior finance team members, promoting a culture of accountability and continuous improvement., • Statutory & Audit Compliance: Oversee the statutory reporting process and coordinate external audit requirements in collaboration with the finance team., • Tax Compliance: Manage U.S. federal, state, and city tax obligations (income, sales, use, withholding, etc.) and liaise with tax authorities and advisors as needed., • Stakeholder Liaison: Maintain effective relationships with auditors, banks, and external accounting or tax partners., • Global Collaboration: Partner with overseas finance teams to prepare group-wide financial analytics and ad hoc reports., • Systems & Integration: Support the local rollout of the financial ERP system and integration with production and reporting software., • Budgeting & Forecasting: Work closely with business and regional heads to build annual budgets and forecasts, providing insights into performance and variance drivers., • Management Reporting: Present financial results and performance analysis to senior management, clearly articulating business impacts and recommendations., • Insurance Management: Coordinate the preparation and maintenance of corporate insurance policies and renewals. Skills & Attributes • Minimum 5 years of relevant financial and analytical experience, • Strong technical accounting and financial reporting expertise, • Advanced proficiency in Excel (including macros) and familiarity with accounting systems and BI/reporting tools, • Proven ability to analyze complex financial data and translate it into actionable insights, • Excellent communication and relationship-building skills across multiple levels and geographies, • High commercial acumen and a proactive problem-solving mindset, • Experience managing payroll approvals and working with PEOs, • Professional qualification such as CPA or CFA strongly preferred Why This Role Matters As Finance Manager, youll be instrumental in shaping the financial backbone of the U.S. operations. Youll bridge local execution with group strategy -bringing financial clarity, operational discipline, and strategic insight to a dynamic, growing organization.

Job DescriptionCompany DescriptionDuetti was founded by Lior Tibon, former COO of TIDAL, and Christopher Nolte, former Business Development executive at Apple Music, with the mission of getting a wide range of artists quick and easy access to catalog sales and unlocking new investment opportunities. Leveraging their experience in streaming and support from innovative music and technology investors including Flexpoint Ford, Nyca Partners, Viola Ventures, and Roc Nation, Duetti's music platform has provided over 700 artists up to $7 million per transaction. The proprietary model provides data-driven prices for established tracks, allowing artists to sell individual tracks or even parts thereof, while Duetti then markets those tracks going forward using proprietary ROI-focused techniques. With offices in New York City, Los Angeles, Miami, and London, Duetti offers a competitive benefits package, including healthcare coverage, flexible paid time off, and a hybrid work model. Duetti provides an inspiring and familial yet ambitious work environment, where your expertise and creativity will contribute to reshaping the future of artist monetization and make an immediate tangible impact on artists’ lives. Join us on this transformative journey as we reshape the financial landscape for artists. Job DescriptionWe are seeking a Capital Markets Analyst to support all aspects of capital markets operations, investor relations, and capital deployment strategy. This role sits at the intersection of corporate finance, deal execution, and portfolio strategy, and is ideal for someone experienced in leveraged finance, credit, structured products, or investment banking who wants to apply those skills in the music rights ecosystem. You will play a critical role in debt facility management, credit facility reporting, supporting capital raises, and driving analytical insights for senior leadership and external stakeholders. This role will report to the Head of Capital Markets with significant exposure to other senior leaders. The ideal candidate is highly analytical, a strong strategic thinker, and detail-oriented. They thrive in fast-moving environments, enjoy building from scratch, and can communicate complicated financial concepts with precision and clarity.You Will: • Maintain compliance and reporting for all credit facilities, including borrowing base calculations, collateral reporting, covenant monitoring, and related lender communications., • Support the structuring, modeling, negotiation, and execution of warehouse lines, term debt, securitizations, refinancing, and other capital needs., • Assist in the creation of investor materials including quarterly updates, fundraising decks, market commentary, maintaining data rooms, and analysis of portfolio performance., • Assist in managing capital efficiency for the company by monitoring pipeline, cash and capital capacity., • Preparing funding requests., • Work with the wider Finance, Underwriting, Engineering, Legal and Management teams to improve scalability and consistency of operations.Requirements, • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required., • 3+ years of experience in leveraged finance, credit, structured products, or investment banking. Experience in media / entertainment finance is a plus., • Strong modeling and analytical skills with a deep understanding of structured credit concepts and cash flow dynamics. Experience with large datasets is a must., • Experience in credit facility operations, including reporting, funding requests, and relationship management., • Experience in fundraising, deal structuring, and negotiating financing agreements. Specific structural expertise in warehouse credit facilities + ABS. Experience with ratings agency processes is preferred., • Expert in Excel / PowerPoint (and G Suite equivalent). Familiarity with data visualization / reporting tools (ex: Looker, Tableau)., • Comfort working cross-functionally and communicating with both technical and non-technical stakeholders., • Self-starter mindset with a bias toward execution and accountability., • Experience with IP, royalty-based, or content-driven businesses is a plus. Experience operating in fast-paced and vague early-stage business environments is also a plus., • Knowledge of the music industry and a passion for innovation within the sector.

Job Description Job Summary The Director, Investment Portfolio Analytics will lead F&G's investment data strategy and modernization efforts, focusing on data warehouse optimization, strategic data architecture, and analytics generation to support investment decisions and actuarial planning. This role combines data expertise with business acumen to transform how investment data is collected, stored, and utilized across the organization. The position involves managing investment data, supporting ad-hoc data requests, designing comprehensive data strategies, and supporting the data needed to generate cash flows for investments held. Organization The Director, Investment Portfolio Analytics reports to the VP, Investment Portfolio Analytics and will oversee a team of analysts. There will be significant interaction with investment strategy, investment risk, investment accounting, actuarial, middle office, treasury, and technology teams, as well as key members of external asset managers serving the company. Duties and Responsibilities Data Strategy & Modernization • Lead investment data warehouse modernization initiatives to improve data accessibility, quality, and processing efficiency, • Design and implement comprehensive investment data strategy aligned with business objectives and regulatory requirements, • Evaluate and recommend data architecture improvements to support scalable analytics and reporting, • Oversee the creation and maintenance of the internal reporting database to support comprehensive investment analytics and decision-making, • Manage and fulfill ad-hoc data requests from internal stakeholders, ensuring accuracy and timely delivery, • Support cash flow generation processes including review of data and execution of controls that are intended to validate the reasonableness of the cash flows generated, • Provide guidance, feedback, coaching, and performance reviews to direct reports, • Foster a data-driven culture, • Bachelor's degree in mathematics, economics, finance, data science, or related field, • Minimum of 8 years of experience in portfolio analytics, investment data management, data warehouse operations, or related field, • CFA, FRM, CIPM, and/or CAIA designation preferred, • Prior leadership experience preferred, • Experience with data warehouse modernization projects and data strategy development, • Background in investment data analysis and cash flow modeling, • Actuarial experience a plus, • Active engagement with AI tools and technologies to enhance data analysis capabilities and drive innovation in investment analytics, • Strong capabilities in Microsoft Excel (VBA) and SQL, • Working knowledge of Python, Tableau, and Alteryx preferred, • Experience with data warehouse technologies and ETL processes, • Familiarity with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred, • Understanding of data architecture principles and best practices, • Demonstrated understanding of fixed income analytics and investment data requirements, • Strong project management skills with experience leading data modernization initiatives, • Excellent problem-solving skills with advanced analytical and reasoning abilities, • Ability to translate business requirements into data solutions, • Experience managing and developing data-focused teams, • Strong communication skills with ability to present complex data concepts to various stakeholders, • Self-starter who demonstrates strong initiative and displays high energy level, • Perform other functions, duties and projects as assigned, • Regular and punctual attendance, • Minimal travel required (less than 10%) #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 seeking a strategic and analytical Director of Finance – FP&A to lead financial planning and analysis across the organization. This role is responsible for driving budgeting, forecasting, financial modeling, and performance analysis to support executive decision-making and long-term strategic planning. Key Responsibilities: • Lead the FP&A function, including annual budgeting, quarterly forecasting, and long-range planning., • Develop and maintain financial models to support strategic initiatives, investment decisions, and scenario planning., • Provide actionable insights through variance analysis, KPI tracking, and business performance reviews., • Partner with business unit leaders to understand financial drivers and support operational decision-making., • Prepare executive-level presentations and reports for senior leadership and board meetings., • Drive continuous improvement in financial processes, systems, and reporting tools., • Manage and mentor a team of financial analysts, fostering a high-performance culture., • Collaborate with accounting, treasury, and other finance functions to ensure alignment and accuracy. Qualifications: • Masters’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred., • 7+ years of progressive experience in FP&A or corporate finance, with at least 2 years in a leadership role., • Strong financial modeling, analytical, and strategic thinking skills., • Experience in a fast-paced, matrixed, or multinational environment., • Advanced proficiency in Excel and financial planning tools (e.g., Anaplan, Adaptive Insights, Hyperion)., • Excellent communication and presentation skills, with the ability to influence senior stakeholders. Work Environment & Benefits: • Hybrid work model with flexibility., • Competitive compensation and performance-based incentives., • Comprehensive benefits package including health, dental, vision, 401(k), and more., • Opportunities for career advancement and cross-functional collaboration.

Job DescriptionAbout NationMind LLC: NationMind LLC is a technology consulting firm focused on software development and QA testing services. We help clients build reliable, scalable applications with a strong emphasis on automation, performance, and quality. Our team works across industries, delivering solutions that drive innovation and operational efficiency. We are currently hiring skilled professionals for Murex FO Support Consultant to join our growing team. Title: Murex FO Support Duration: 12+ Months Location: NYC - Onsite) Required Qualifications • 3+ years experience in Murex projects/support, • Knowledge of Murex:, • Static data, market data, and GOM configurations (permissions, settings, FO desk), • Simulations (viewers/layouts, PLVA, topography, risk matrices), • Insertion of operations and events, • Expertise in fundamentals of investment and asset management, • Knowledge about the main products for each asset class and how they work in terms of characteristics and valuation, • Experience working in multidisciplinary teams (Admon, IT, FO, BO, Risks, Management Control), • Knowledge of the Banks systems architecture: contracting platforms, risk systems, management control, and Back Office, • Financial certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are highly recognized, • Other related certifications (CAIA, EFA, etc.) are also valuable, • High level of proactivity and anticipation, • Strong results orientation, • Ability to work effectively under pressure, • Excellent analytical capacity.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an experienced Legal Counsel to join our in-house legal team. This is an exciting role for a lawyer who understands private funds and wants to build an in-house career in alternatives. This role will provide comprehensive legal support across the firm’s asset management business, focusing on corporate, fund-related, and regulatory matters. The successful candidate will play a hands-on role in supporting the firm’s growth by partnering with business, compliance, and operational teams to support product development, fund structuring, and global distribution initiatives - while also advising on corporate initiatives and new business opportunities. What you’ll do: * Provide legal advice on corporate, regulatory, and fund-related matters, with a focus on private funds and alternative strategies (including, private equity, private credit, hedge funds, or hybrid strategies). * Draft, review, and negotiate a wide range of legal documents, including fund offering documents, investment management agreements, limited partnership agreements, side letters, and vendor/service provider agreements. * Advise on investor negotiations, including co-investment arrangements and strategic partnerships. * Advise on U.S. and cross-border marketing and distribution issues relating to private funds and other investment products. * Collaborate with compliance, structuring, sales, finance, and operations teams to ensure smooth execution of business initiatives. * Help the business navigate key legal considerations, including ERISA, tax, data privacy, and regulatory requirements. * Work closely with external counsel while developing strong internal capabilities. Qualifications * Juris Doctor (JD) degree and admission to practice in at least one U.S. jurisdiction. * 3+ years’ relevant legal experience, with exposure to corporate law and private funds (law firm or in-house). * Strong understanding of securities laws, investment fund structures, and asset management regulatory frameworks. * Bonus points for familiarity with ERISA, tax, data privacy, or cross-border sales/marketing. * Excellent drafting, negotiation, and analytical skills. * Effective organizational skills and ability to manage across multiple priorities. * A practical, business-oriented approach to problem solving. * Ability to balance legal risk with business objectives and communicate effectively with both legal and non-legal colleagues. * Collaborative team player with the confidence to provide practical, business-oriented advice. Additional Information • This position will work on a hybrid model out of our Santa Monica or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job DescriptionSalary: 80,000-90,000 STOCK SURVEILLANCE ANALYTICAL RESEARCHER This position is based in New York, NY About Us Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice and proxy solicitation services to the worlds leading corporations and investors when it matters most. Our proprietary ActiveIQ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a companys stock to providing critical information, best-in-class analytics and actionable recommendations to our clients.We provide expert advice on a wide range of matters, including investor relations, shareholder activism, executive compensation proposals, and corporate governance issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts. Rankings • Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations 2024, for seventh consecutive year, • Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more 2024, • 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor 2024, • LSEG Activism League Global Rankings: #1 Proxy Solicitor 2023 for third consecutive year, • Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations 2017-2023 Why Join Us If youre insightful, savvy, creative, dedicated, skillful and frank, youll thrive on our team of dedicated and collegial professionals. Youll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. Youll support and guide our clients through all aspects of successful shareholder engagements. Every day, youll master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, youll have: * Shared commitment to excellence * Highly competitive compensation * Mentorship and support * Variety in your workday * Chance to make a direct impact * Respectful workplace * A team that cares about your development and well-being * Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave and 401(k) plan with profit-sharing Analytical Researcher Overview As Analytical Researcher, youll work closely with senior Stock Market Analysts to analyze equity markets and client companies stock market trading /stock ownership data. Youll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions. Requirements • Bachelors degree or equivalent in Finance, Economics, Statistics or related field, • A minimum of one year relative work experience, • Understanding of the stock market, financial instruments and the investment process, • Understanding of stock valuation methods, • Ability to analyze large, complex and dynamic data sets, • Strong organizational and time management skills, • Attention to detail, • Self-direction and initiative, • Ability to manage multiple projects and multiple project team requests, • Strong written and oral business communications skills, • Ability to work as a collaborative team member, • Advanced-level MS Office skills, including PowerPoint and Excel, • U.S. employment authorization without current or future need for sponsorship Other helpful background • Experience using platforms/languages such as Tableau, VBA, SQL or Python, • Related internship, industry or academic experience, • Experience working with financial data from sources such as Bloomberg and FactSet, • CFA charter or enrollment in CFA program, • Familiarity with option trading, • Technical analysis Accountabilities • Import client shareholder and settlement data, • Summarize market developments, • Analyze investor buying and selling activity to support client investor relations initiatives, • Analyze settlement activity to derive institutional buyers and sellers of shares, • Generate research updates, analytical reports and client presentations Flexible, safe options for remote and on-site work At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. While the majority of work is done remotely, this is a hybrid position which will require on-site presence, in-person training, and collaboration with other team members on a regular basis. In addition, employees may be asked to attend client meetings, in-person team building exercises, and firm gatherings. Compensation: A base salary will be offered commensurate with a candidates prior experience. Candidate will be eligible for the firms annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $85,000 - $90,000. Equal Employment Opportunity/Commitment to Diversity Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Innisfree values inclusion of individuals of all different races, genders, gender expression, gender identities, sexual orientations, ages, and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imaginationand ultimately excellenceto the benefit of our employees, society and clients.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support our Consumer Growth & E-Commerce team. The position is located in New York City. The research associate will work in conjunction with and support the lead analyst and another research associate on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical. The ideal candidate will have a strong background in accounting and a keen desire to uncover details to aid in the creation of research. We prefer someone with some exposure to equity research (FINRA registrations preferable) and in pursuit of a CFA, though we will consider all qualified candidates. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City. Our ideal candidate has had at least one year of equity research or related experience. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionAbout VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology. What you will do: • Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads, • Gather and document pertinent data obtained through client interaction, • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations, • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models, • 0 to 2 years’ of constructing and reviewing valuation models and other financial models, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • Progress towards CFA designation is a plus, • Working/Advanced knowledge of Excel and Word, • Strong oral and written communication skills, • Superior analytical capabilities, • Self-starter temperament with the ability to master new tasks quickly, • Experience working with diverse teams, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements, • Strong work ethic and ability to work flexible hours around critical due dates, • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Growth- VRC is growing, and so can your career, • Reimbursement for admission fees and study material for professional designations VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $63,000 - 80,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details

Job Description Role: Chief Financial Officer | CFO Location: Brooklyn, NY Industry: Real Estate Reports To: CEO Role Type: Full-Time + Office Position Monday-Friday: 9:00am-5:00pm Compensation Range: $200,000-$250,000. About Us Our client is a mature & stable Real Estate Equity and Management Group who are seeking an experienced and capable Chief Financial Officer. They are scaling quickly and are seeking a visionary individual to lead the financial strategy, drive sustainable growth, and partner with the executive team to make bold, data-driven decisions based on historic reports and scaling strategy. Position Summary The Chief Financial Officer (CFO) is responsible for the strategic and operational management of the company's financial activities. As a key member of the executive leadership team, the CFO oversees all aspects of financial planning and analysis, budgeting, forecasting, capital structure, investor relations, and risk management. The CFO ensures the company's financial practices are in compliance with all applicable statutory and regulatory requirements. Key Responsibilities * Provide strategic leadership in financial planning, risk management, record-keeping, and financial reporting. * Direct and oversee the finance, accounting, budgeting, tax, and audit functions of the organization. * Develop and implement policies and procedures to ensure effective financial management and control. * Analyze financial statements and performance to identify opportunities for cost reduction, revenue enhancement, and profitability improvement. * Lead financial forecasting, budgeting, and reporting processes. * Manage relationships with banks, investors, auditors, and regulatory bodies. * Ensure compliance with federal, state, and local legal requirements by researching existing and new legislation, anticipating future legislation, and advising management on necessary actions. * Present financial reports and strategic recommendations to the CEO, Board of Directors, and executive team. * Monitor cash flow, manage capital, and evaluate financing options. * Supervise and develop finance department staff, fostering a high-performance, team-oriented environment. * Lead initiatives related to financial technology systems and automation to increase efficiency. Qualifications Education & Experience: * Bachelor's degree in Finance, Accounting, Economics, or related field (required) * MBA, CPA, CFA, or other relevant certifications (preferred) * 3-5 years of progressively responsible financial leadership experience * Experience in Real Estate Skills & Competencies: * Strategic thinker with strong analytical and problem-solving skills * Excellent leadership and team management capabilities * Deep knowledge of financial regulations and compliance requirements * Proficiency in financial software, ERP systems, and data analysis tools * Strong communication and interpersonal skills, with the ability to present complex financial information to non-financial audiences Work Environment & Physical Requirements * Primarily office-based; may include hybrid or remote work as approved by leadership. * Occasional travel may be required for investor meetings, board meetings, or industry events. * Must be able to work extended hours as needed to meet deadlines. Please send resumes to: Apply online: Refer a friend, get up to $1000!

Job Description At Fuze Health, we put patients first and tirelessly address the most pressing needs in healthcare. We empower millions to digitally connect with care providers, essential health resources and needed treatments – and enable care providers, employers, health plans and life sciences companies to meaningfully enhance quality, outcomes and value. We are dedicated to helping our partners evolve and modernize to meet emerging patient and marketplace needs. Fuze Health's foundation is built upon the strategic combination of several proven, technology-powered innovators in the digital health, diagnostics, and pharmacy sectors. Our growing portfolio brings together the capabilities of industry leaders including LetsGetChecked, Truepill, and Alto Pharmacy, to create a distinctive, unified force in healthcare. Together, we have the shared vision, advanced capabilities and talented teams to deliver next-generation solutions that patients and healthcare partners need today and into the future. Senior Treasury Manager Reporting to the Head of Treasury, Tax and M&A, we are seeking a detail-oriented, analytical and proactive Senior Treasury Manager to join our finance team. The Senior Treasury Manager will be responsible for managing the company's cash flow, liquidity, and financial risk, ensuring optimal cash management, and supporting the overall treasury function. You will play a critical role in integrating the treasury operations of our newly combined enterprise (Fuze Services, FuzeRx, and FuzeTechnologies). This role involves regular reporting, forecasting, and maintaining banking relationships to ensure that financial obligations are met efficiently and accurately, while driving the strategic unification of our global banking structure. Key Responsibilities Cash Management & Liquidity: • Monitor daily cash balances and ensure adequate liquidity to meet the company's operational needs across all business pillars., • Forecast daily, weekly, and monthly cash requirements feeding into 13 week cash flow forecasting, working capital, and other liquidity needs., • Analyze cash flow patterns and work closely with other departments to anticipate cash needs and optimize working capital., • Process cash transfers and monitor short-term borrowings, managing intercompany funding between the parent company and subsidiaries., • Review bank statements and perform daily cash reconciliation., • Liaise with banks to manage and optimize the company's banking relationships, serving as the primary point of contact., • Negotiate terms for banking services and credit facilities to ensure cost-effectiveness and operational efficiency., • Coordinate the setup of new bank accounts or other related banking services., • Help identify and mitigate financial risks, including currency exposure, interest rate risk, and counterparty risk., • Assist in managing the company's short-term borrowing and investment strategies., • Assist in implementing and maintaining risk management policies and procedures (e.g., FX hedging, Investment Policy)., • Prepare cash flow forecasts, liquidity reports, and other treasury-related reports for senior management., • Monitor and maintain key performance indicators (KPIs) for treasury operations., • Contribute to the development and enhancement of treasury processes and systems, specifically driving the consolidation of treasury operations post-merger., • Support the integration of treasury management software and other financial systems (e.g., TMS implementation)., • Participate in automation initiatives and improve data accuracy and reporting efficiency.Requirements, • Bachelor's degree in Finance, Accounting, Economics, or related field., • Minimum of 5 - 10 years of experience in treasury, finance, or accounting., • Minimum 5 years recent experience in Treasury., • Experience in cash management, bank relationship management, or financial analysis is preferred., • A professional certification (e.g., ACT, CFA, or CTP) is a plus but not required., • Strong understanding of financial analysis, cash flow management, and treasury operations., • Proficiency in Microsoft Excel and financial modeling., • Experience with treasury management systems (e.g SAP or others)., • Proven track record of integrating banking structures or treasury processes following a merger or acquisition (M&A experience) is highly desirable., • Strong communication skills and ability to work cross-functionally. The compensation range for this position is $140,000-$175,000, in addition we offer a range of benefits including: • Health, dental & vision insurance, • 401k Matching contribution, • Flexible PTO plan, • Wellness/lifestyle account. #LI-IF1 #LI-Remote At Fuze Health, we are committed to fostering an inclusive environment that celebrates diversity in all its forms. We believe that the diversity of thought, background, and experience strengthens our teams and drives innovation. We are an equal-opportunity employer and do not discriminate on the basis of race, ethnicity, religion, color, place of birth, sex, gender identity or expression, sexual orientation, age, marital status, military service status, or disability status. Our goal is to ensure that everyone feels valued and empowered to thrive. Read our Candidate Privacy Policy.

Job DescriptionAbout us At RavenPack, we are at the forefront of developing the next generation of generative AI tools for the finance industry and beyond. With 20 years of experience as a leading big data analytics provider for financial services, we empower our clients-including some of the world's most successful hedge funds, banks, and asset managers-to enhance returns, reduce risk, and increase efficiency by integrating public information into their models and workflows. Building on this expertise, we are launching a new suite of GenAI and SaaS services, designed specifically for financial professionals. Join a Company that is Powering the Future of Finance with AI RavenPack has been recognized as the Best Alternative Data Provider by WatersTechnology and has been included in this year’s Top 100 Next Unicorns by Viva Technology. RavenPack has launched Bigdata, our Gen-AI platform tailored for finance, which is already being recognized as the #1 platform for powering financial AI agents. About the Role We're seeking a Business Development Representative to join for our US team and drive sales, prospecting, business development and opportunities of RavenPack's industry-leading GenAI and SaaS services. In this role, you'll play a pivotal part in democratizing access to real-time, high-quality financial data through our comprehensive suite of offerings, including our latest GenAI platform, Bigdata.com. You will report directly to the Global BDR Manager and collaborate closely with our Sales Executives, Data Science, and Marketing teams to achieve your goals. Key Responsibilities • Prospect and qualify leads from a list of targeted contacts and accounts., • Present and clearly communicate RavenPack’s value proposition to major decision-makers., • Leverage leading-edge sales and marketing tools to research and identify ideal personas to prospect, • Track and manage prospects through Salesforce.com., • Perform high volume outbound prospecting through emailing campaigns, calls and research tools such as LinkedIn or Salesforce., • Schedule and proactively set up meetings between qualified leads and Sales Executives., • Re-engage stale or missed leads and opportunities., • Work closely with Sales and Marketing team members to achieve organizational goals. Qualifications • 1 - 3 years of Sales or BDR Experience (preferably in a SaaS Company), • CRM experience is a must, • Outstanding verbal and written communication skills., • Proven lead generation or sales development experience., • Superior pre-call planning, opportunity qualification and objection handling skills., • Aptitude to manage time effectively, prioritize and multitask., • Strong analytical thinker and problem solver., • Desire to grow and advance a career in sales., • University level education required.Desirable International Culture: Be part of a diverse, global organization with a truly international culture. Team of Superstars: Work alongside a talented team of professionals, including Silicon Valley executives and Wall Street veterans. Work-Life Balance: Enjoy paid vacation, flexible time-off, and a flexible work policy. Benefits: Access to healthcare insurance and a 401K plan. Hybrid work arrangement Equal Opportunity Employer: We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Diversity is in our DNA! You will work in an international environment (over 29 nationalities and 24 languages spoken!)

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 5+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.