Cfa jobs in New York, New YorkCreate job alerts

The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. * Bachelor’s degree required * 5+ years of relevant work experience in the financial industry, crypto experience preferred * Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Executive level presentation skills required * Project management experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Foundational understanding of blockchain technology * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Risk

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Treasury and ALM II to join our Corporate Treasury Interest Rate Risk team. This role is located in New York, NY – HYBRID. In this role, you’ll make an impact in the following ways: • Key contributor to the Interest Rate Risk team’s execution of the Corporation’s Net Interest Income (NII) monthly forecast process delivering results and attribution, and responsible for performing sensitivity analyses on both NII and Economic Value of Equity (EVE) in accordance with regulatory requirements, • Develops and produces interest rate risk reports and briefings for senior management and governance forums such as Asset Liability Committee (ALCO), highlighting operational activities/outcomes, identifying risks and recommending proposed solutions, • Maintains documentation and performs controls related to production activities including completing risk assessments and internal tracking and resolution of process improvements and control issues, • Partner with Treasury subject matter experts to ensure efficiency and appropriate execution of Corporate Treasury strategies, • Make and defend key trade-offs between model accuracy and complexity, in line with team’s overall strategic objectives, • Manages the collection, validation and analyses of financial data underpinning the Bank's interest rate risk framework, • Assist in ad hoc strategic risk assessments and analysis for senior management, • Bachelor’s degree or the equivalent combination of education and experience is required. Degree in math, engineering, statistics, computational finance, or economics preferred. Progress towards an MBA, FSA, FRM, CFA, or CPA/CA preferred, • Minimum of 2-3 years of work experience required. Experience in Corporate Treasury / Finance Management & Analysis / Planning & Analysis / CFO team in a financial services firm preferred., • Knowledge of balance sheet and financial instruments, finance / management reporting systems, and Net Interest Income / Expense calculations a plus, • Experience with interest rate risk management, and/or asset-liability management within large complex financial organizations preferred, • Strong organizational skills and proactive nature (expected to drive creative solutioning without significant guidance) At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $69,000 and $122,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

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

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Manager, FP&A — $10Bn Private Equity Fund A growing private equity firm is seeking a Manager, FP&A to join its team. The firm manages $10Bn AUM across multiple funds and continuation vehicles, backed by leading endowments, foundations, and pensions. Headquartered in NYC with additional domestic and international offices, the firm has a collaborative team of 70 investors and operators with deep sector expertise. This is a newly created role reporting directly to the CFO — a build-from-the-ground-up opportunity for someone who wants real ownership across firm-wide finance, valuation, and investor reporting. Responsibilities: FP&A • Lead corporate budgeting, forecasting, and multi-year planning, • Build firmwide reporting including KPIs, consolidated P&Ls, department reporting, and headcount planning, • Create scalable FP&A infrastructure — models, dashboards, and reporting packages, • Partner with department heads across Accounting, HR, Technology, IR, Operations, and Legal, • Prepare materials for senior leadership, the CFO, and Managing Partners Valuation • Run the quarterly valuation process across all investments, • Build and maintain DCF, market multiple, and stabilized value models in line with ASC 820, • Present fair value conclusions to the Valuation Committee, • Manage the third-party valuation specialist relationship, • Lead year-end audit valuation testing Portfolio & Investor Reporting • Deliver institutional-quality quarterly reporting to LPs, • Maintain fund models and cash flow forecasts, • Work cross-functionally with investment teams, IR, and legal on investor communications, meetings, and DDQs Requirements: • 5–10+ years in FP&A, strategic finance, or corporate finance; asset management or financial services background preferred, • Strong valuation fundamentals and the ability to apply them across diverse investment types, • Advanced Excel and financial modeling — comfortable building from a blank page, • Track record of building or improving FP&A processes, • Sharp analytical skills, strong written and verbal communication, and sound judgment managing competing priorities, • CFA, CPA, or MBA preferred

Our purpose is sustaining energy and water for life, and it is demonstrated in everything we do as a business, and as an employee team. At Liberty, we hire passionate people who care about doing the right thing for our customers. We are entrepreneurial, creative, and outcome-focused. Here, your natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ambitions goals, rewarding both the goal outcome and how we achieve it. Purpose Reporting to the Director, FP&A, the Lead Analyst, Corporate FPA plays a critical enterprise-level role in shaping the company’s consolidated financial outlook. This position operates at the center of enterprise financial coordination across all commodities and corporate service functions. This role synthesizes cross-commodity and corporate services financial information into a cohesive enterprise forecast and executive-ready narrative. The Director relies on this individual as a highly independent analytical partner cabable of complex modeling, challenging assumptions, and elevating the rigor of enterprise planning and reporting. This is a high-visibility role with exposure to leadership. Accountabilities • Drive the consolidation and critical evaluation of monthly and quarterly forecasts across all commodity and corporate service FP&A teams., • Assess financial drivers, trends, and cross-commodity/corporate service performance dynamics., • Independently challenge assumptions and identify key risks, sensitivities, and opportunities., • Synthesize complex cross-FP&A inputs into a structured, executive-ready financial narrative supported by clear visuals and decision frameworks., • Play a central role in managing the annual budgeting and multi-year planning processes., • Coordinate enterprise timelines and version control across stakeholders., • Align planning assumptions across FP&A, Regulatory, Treasury, and Tax., • Translate diverse inputs into an integrated enterprise narrative., • Drive the development of monthly and quarterly enterprise reporting packages., • Analyze variances and articulate forward-looking implications., • Support preparation of executive and Board-level materials., • Elevate reporting from descriptive to insight-driven and decision-oriented., • Translate complex financial data into clear, concise, and visually compelling executive presentations., • Distill large data sets into key messages, framing financial results in a way that supports strategic decision-making., • Anticipate executive questions and ensure materials are structured to withstand senior-level scrutiny., • Develop and maintain robust, driver-based financial models supporting enterprise forecasting., • Conduct scenario and sensitivity analysis to evaluate financial impacts of evolving assumptions., • Strengthen modeling transparency, governance, and consistency., • Establish best practices in analytical frameworks across Corporate FP&A., • Serve as a central integration point across FP&A teams and corporate finance functions., • Manage complex workstreams involving multiple stakeholders., • Operate with a high degree of autonomy and minimal oversight., • Bachelor’s degree in Finance, Accounting, Economics, or related discipline., • 5-8+ years of progressive experience in corporate finance, strategic FP&A, investment banking, equity research, transaction advisory, or other highly analytical environments., • CPA, CFA, or MBA required., • Prior experience in analytical roles such as corporate development, equity research, corporate finance, FP&A, and transaction services., • Experience managing multiple initiatives in a fast-paced corporate environment., • Strong financial modeling skills, including developing/ understanding driver-based three-statement models., • Comfort with or willingness to learn financial systems, • Willingness to roll up sleeves and problem- solve., • High attention to detail, • Willingness to work long hours during peak periods, • Comfort with ambiguity and an approach to problems based on first principles. Full base salary range $110,000.00- $150,000.00 per year*Liberty considers several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location. Algonquin Power & Utilities Corp. is a growing renewable energy and utility company with over $15 billion of assets across North America and internationally. For more than 30 years, Algonquin has demonstrated an unwavering commitment to delivering clean energy and water solutions. Our rapid growth has led both our regulated utility services and renewable energy business groups into different geographies and commodities, but our purpose remains unchanged – Sustaining Energy and Water for Life. Through our operating business (Liberty), we provide regulated electricity, water, and natural gas utility services to over 1 million customer connections, primarily in North America. And, our growing portfolio of clean, renewable wind, solar, hydro and thermal power generation facilities represent over 3 GW of renewable generation capacity in operation and under construction. With our robust, diversified, and growing presence in communities across North America and internationally, we are continually demonstrating our “Think Global, Act Local” business model. What We Offer Company funded Pension program 401k with Company match Full insurance benefits (health/dental/vision/life) Collaborative environment with a genuine flexible working policy Share purchase/match plan Defined Contribution savings plan Top Talent Program Volunteer paid days off Employee Assistance Program Achievement fund We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not certain you meet the all the qualification requirements, we encourage you to apply to further investigate the opportunity. We are an equal opportunity employer and value each person’s unique background, diversity, experiences, perspectives and talents. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all of our employees and expect each of our employees to honor this commitment in their daily responsibilities.

Join our dynamic Real Estate & Hospitality (RE&H) Portfolio Management team, where you'll be instrumental in the end-to-end management of our bank's real estate loan portfolio. This VP-level position offers a critical role in credit risk monitoring and portfolio optimization for secured real estate exposures. You will be a key player in ensuring the health and performance of our balance sheet assets, from initial funding through disposition or payoff. As a vital "first line of defense" for credit risk, you will conduct thorough annual reviews, renewals, waiver and amendment requests, ratings reviews, and watch list assessments. Your expertise will guide strategic portfolio optimization for credit exposures within your assigned area. Reporting within the DPM organization, you'll work closely with the AMP Sector Leader and ultimately contribute to the strategic direction set by the Head of US Asset and Portfolio Management. What You'll Do: You will be responsible for the direct credit quality monitoring of a dedicated portfolio of real estate loans, from closing through final maturity or resolution. This includes: • Proactive Credit Oversight: Maintain a deep understanding of client needs and market dynamics. Independently identify potential credit risks, propose rating changes, revise expected loss given default (LGD) calculations, and recommend exposure adjustments., • Active Portfolio Management: Conduct ongoing credit assessments and active management of your assigned real estate loan portfolio., • Commercial Franchise Support: Collaborate closely with the Originating team to generally support the bank's commercial franchise and revenue generation while meticulously minimizing risks., • Portfolio Performance Monitoring: Oversee the performance of a nationwide portfolio of both performing and non-performing real estate loans., • Financial Analysis and Forecasting: Review and analyze property financials to identify deviations from expected performance and prepare pro-forma projections based on updated market conditions., • Borrower and Client Interaction: Address day-to-day borrower requests, including disbursements and funding, and manage various borrower issues such as modification and waiver requests. Cultivate strong borrower relationships to facilitate future transactions., • Loan Compliance and Covenant Monitoring: Ensure strict adherence to covenants, remittances, loan performance metrics, and all applicable limits, policies, and procedures., • Stakeholder Communication: Effectively communicate with Business Heads, Capital Markets, and Credit Risk professionals regarding all material changes to specific loans and investments., • Workout and Enforcement Oversight: Manage the workout and enforcement process for loans experiencing credit decline, in close coordination with the Workout and Restructuring team and Credit Risk. Propose strategic action plans to mitigate risk and loss., • Third-Party and Risk Department Coordination: Manage relationships with third-party loan servicers and coordinate with the Risk Department on monthly reporting requirements., • Loan Reviews and Rating Management: Conduct quarterly and annual loan reviews, and monitor and adjust internal ratings and LGD calculations as needed., • Loan Modifications and Waivers: Prepare and present loan modifications and waivers, coordinating approval, documentation, and closing., • Deal Negotiation and Closing Support: Participate in the negotiation and closing of both balance sheet and securitization loans., • Distribution Team Support: Assist the Distribution and Agency team with co-lender relationship management., • Site Visits: Conduct periodic site visits to properties to assess physical conditions and local market dynamics., • Risk Evolution and Mitigation Strategies: Anticipate portfolio risk evolution and collaborate with senior leadership on portfolio allocation and risk mitigation strategies., • Process Improvement: Identify organizational inefficiencies, data issues, or risks and propose actionable remedies and improvements to senior management., • Deal Opinion Drafting: Draft comprehensive new deal opinions that evaluate proposed transactions based on relative value, resource optimization, and strategic fit., • Continuous Portfolio Oversight and Reporting: Oversee all aspects of continuous portfolio management and assist in the preparation of quarterly and annual Real Estate portfolio updates, including ratings migration, performance metrics, and the impact on liquidity, RWA, and expected loss. Incorporate lessons learned to anticipate portfolio risks and profitability., • Data Quality Management: Ensure data accuracy by instructing appropriate corrections to Middle Office and reporting any significant deviations to management., • KYC/KYB Compliance: Accurately and timely address all Know Your Customer (KYC) and Know Your Business (KYB) requests., • Waiver and Watchlist Recommendations: Prepare and recommend technical and non-technical waivers, and prepare, review, and submit Watchlist and Provision recommendations, coordinating as needed with relevant internal teams and head office based on policy. What You Bring: • Bachelor's degree from an accredited college or university required., • Master of Business Administration (MBA) preferred., • CFA designation or progress towards CFA designation is a plus., • A minimum of five years of progressive financial services experience., • Advanced proficiency in credit analysis is essential., • Prior experience in real estate underwriting or credit analysis is strongly preferred., • Exceptional proficiency in Microsoft Office Suite (Word, Excel, Outlook), with a proven ability for robust Excel modeling, including cash flow analysis., • Strong quantitative and analytical capabilities., • Demonstrated ability to work independently, manage multiple priorities effectively, and collaborate seamlessly with internal partners in a team-oriented environment., • Excellent verbal and written communication skills, with the ability to articulate complex information clearly and concisely., • A proactive approach to problem-solving, with the aptitude to identify and resolve issues before they escalate., • Working knowledge of corporate finance and accounting standards., • Familiarity with legal and regulatory aspects of banking is a plus., • Experience creating and maintaining macros and general object-based programming is a plus. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $160,000 - $200,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

About the Company An organization is seeking a senior hedge fund and private credit consulting professional to lead advisory engagements focused on investment operations, fund accounting technology, and operating model transformation. This role will serve as a primary subject matter expert across hedge fund and private credit operations, administrator relationships, and technology platforms, with direct responsibility for client delivery, methodology development, and practice growth. About the Role This role offers the opportunity to help build and scale a specialized advisory capability focused on hedge fund and private credit operations, technology transformation, and fund accounting platforms. The position combines client leadership, hands-on platform expertise, business development, and practice-building responsibilities in a growing consulting environment. Responsibilities Client Advisory & Engagement Leadership • Lead end-to-end consulting engagements for hedge fund and private credit clients., • Advise clients on system selection, platform implementation, and operating model transformation., • Work directly with senior client stakeholders across operations, finance, and executive leadership., • Own client delivery from discovery and requirements gathering through implementation and go-live. Geneva Implementation & Platform Advisory • Serve as the delivery lead for Geneva implementations, upgrades, and integration workstreams., • Advise on Geneva configuration, workflow design, chart of accounts setup, reconciliations, and reporting., • Identify implementation risks, define remediation plans, and guide clients through platform adoption., • Support integration planning across accounting, data, reporting, and operational systems. Middle- and Back-Office Operations • Advise clients on operating model design across NAV production, shadow accounting, prime brokerage reconciliation, and investor reporting., • Evaluate operational workflows across hedge fund and private credit environments., • Recommend process improvements that support scalability, accuracy, and control., • Support complex fund operations across multi-asset and alternative investment strategies. Technology Ecosystem Strategy • Assess hedge fund and private credit technology environments across order management, treasury, accounting, data, and investor reporting platforms., • Recommend technology roadmaps aligned to operating model goals and business requirements., • Support system selection, vendor evaluation, and platform integration planning., • Help clients improve data flows, reporting capabilities, and operational efficiency. Practice Development & Business Growth • Support business development through proposal creation, client presentations, and relationship expansion., • Build reusable consulting assets, delivery methodologies, toolkits, templates, and knowledge materials., • Help develop junior consulting talent and scale internal delivery capability., • Collaborate with adjacent investment operations practices to support multi-strategy and hybrid fund clients. Qualifications • 8+ years of experience in hedge fund operations, credit operations, fund administration, or hedge fund-focused consulting., • Deep hands-on experience implementing, upgrading, or supporting SS&C Advent Geneva., • Strong Geneva experience including chart of accounts design, workflow configuration, reconciliation setup, and reporting build-out., • Strong command of hedge fund middle- and back-office operations., • Knowledge of trade lifecycle, prime brokerage operations, NAV production, shadow accounting, and multi-asset class accounting., • Demonstrated ability to lead client engagements independently., • Experience managing senior stakeholder relationships across operations, finance, and executive teams., • Strong understanding of hedge fund technology platforms including OMS/EMS, treasury systems, data warehouses, and investor portal solutions., • Experience working at or with hedge fund administrators or prime brokerage operations teams., • Strong communication, presentation, and problem-solving skills. Required Skills • Experience with platforms such as EZE, Finbourne, Arcesium, WSO, Allvue, Broadridge, Clearwater, Bloomberg AIM, Enfusion, Flextrade, or comparable systems., • Prior consulting or advisory experience., • Ability to structure complex problems, build client-ready deliverables, and present recommendations to senior stakeholders., • Exposure to complex fund structures, including multi-strategy, credit, quantitative, or hybrid private equity/hedge fund vehicles., • CPA, CFA, CAIA, or other relevant industry credential., • Experience developing consulting methodologies, proposal templates, delivery toolkits, or internal knowledge assets.

Senior Performance Analyst | New York (Full-Time) This role leads performance measurement, analytics, and reporting across investment portfolios, serving as the internal authority on methodology, composite construction, valuation, and reporting standards. The position partners closely with investment, client, compliance, and operations teams while coordinating with external reviewers. Responsibilities include overseeing daily return calculations at both account and composite levels, resolving discrepancies, and maintaining data integrity across performance systems and benchmarks. The role delivers periodic reporting and evaluates dispersion trends. It also manages composite membership, ensures adherence to industry standards, supports compliant presentations, and coordinates external verification processes. Additional duties include reviewing security valuations, approving pricing exceptions, and contributing to valuation governance. The analyst conducts multi-period attribution to explain performance versus benchmarks and helps develop consistent analytical frameworks, translating results into actionable insights. The role supports client reporting by producing customized materials, responding to inquiries, and assisting with RFPs and presentations. Candidates should have significant experience in investment performance within asset management, strong knowledge of performance standards, and expertise with reporting systems and data tools. Advanced Excel skills are required. Professional certifications (CIPM, CFA), multi-asset experience, and familiarity with automation tools are preferred.

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

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

Job DescriptionSalary: At Phillip Jeffries, we believe beautiful design begins with passion, integrity, and connection. What started in 1976 as a small family business with just ten grasscloths in a New Jersey garage has grown into a global luxury brand offering more than 1,000 wallcoverings to designers and architects around the world. Through decades of growth, our values remain the foundation of everything we do. We are committed to craftsmanship, creativity, and delivering exceptional experiences at every touchpoint. If youre inspired by thoughtful design, meaningful relationships, and being part of a team thats shaping extraordinary interiors, we invite you to apply forWarehouse Associate. In this role, youll be responsible for picking and packing our wallcovering with precision, reporting tothe Warehouse Managerand based at our Fairfield, NJ location with the working shift Monday Friday 10:30am-7:30pm What Youll Be Doing Fulfillment & Distribution • Execute flawless order processing, picking, packing, and shipping for wallcoverings and CFA sample orders, • Maintain speed and accuracybecause perfection deserves punctuality, • Be a proactive voice in the fulfillment processcollaborate, innovate, and elevate, • Advocate for smarter workflows that enhance efficiency and reduce friction, • Handle incoming inventory with precision and care, • Deliver CFA samples and product orders that match the luxury standard our clients expect, • Uphold quality and consistency by following well-defined protocols What You Bring to the Table • Experience in fulfillment centers and operating order pickers/reach trucks a plus, • Strong time management, multitasking, and follow-up abilities, • Positive attitude with a proactive approach to problem-solving, • Ability to work effectively in a fast-paced, team-oriented environment, • Proficient in English (speaking and reading) and general computer skills, • Ability to stand for extended periods, • Capable of lifting 50100 pounds The Phillip Jeffries Experience At Phillip Jeffries, we believe exceptional work deserves exceptional care. Our commitment to creating a more beautiful world extends to how we support our team, offering thoughtfully designed benefits and meaningful perks that reflect our appreciation for your talent and time. Your Compensation Journey • Competitive hour rate starting at $20 an hour, based on your experience and technical expertise, • Annual bonus opportunity to reward your performance, • Cost of Living increases that honor your growth and commitment, • Generous retirement plan with an automatic company contribution of approximately 10 percent with no employee match required Health Benefits That Take Care of You • Comprehensive medical coverage with employee premiums as low as $40 per month, • Coverage options for spouse, domestic partner, civil union partner, and family, • Health Reimbursement Account (HRA) to offset medical expenses, • Prescription, dental, and vision coverage to support whole-person wellness, • Flexible Spending Accounts (FSAs) for healthcare and dependent care, • Employee Assistance Program that supports your mental, financial, and physical well-being, • Pet insurance for your four-legged companions Time to Recharge • 16 paid personal days each year to relax, recharge, or travel, • Paid holidays including New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving, Christmas Eve, Christmas Day, and New Years Eve, • Additional paid time off during our annual company closure between Christmas and New Years, • Earn extra paid time off by completing your annual wellness physical, • Up to three paid days each year to give back through volunteer work Career Elevation • Structured onboarding with clear 30, 60, and 90-day milestones and continued training for long-term success Perks at Work • Exclusive employee discount on Phillip Jeffries wallcoverings to elevate your home, • Access to Working Advantage with discounts on travel, entertainment, and everyday purchases Phillip Jeffries is an Equal Opportunity Employer committed to diversity, inclusion, and equality in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs. Overview Selective is recruiting for an Sr. Vice President of Investor Relations. This position leads the strategy and execution of the company's Investor Relations program, translating underwriting and investment results, strategy, and long-term value creation into clear, consistent communications for investors, analysts, and rating agencies. This leader serves as a strategic advisor to the CFO, CEO, and Board of Directors, ensuring disclosure quality, guidance discipline, and strong market engagement. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements, including Regulation Fair Disclosure. This position will be located in our future Short Hills, N.J. location. Until the new Short Hills headquarters is operational, the successful candidate will work in our Branchville, N.J. location during the interim. Responsibilities • Strategic Leadership & Market Advisory: Shape Selective's financial and strategic narrative and advise on messaging implications of market trends and investor sentiment. Serve as the key point of contact for the investment community. Build a strong rapport with management and investors to position key corporate messages. Respond to shareholder, analyst, and employee requests for information., • Business Development: Partner with the CFO and executive leadership on business development initiatives, including acquisitions, partnerships, and strategic capital solutions., • Investor Communications: Own quarterly IR deliverables: earnings release, conference call script and Q&A preparation, investor presentation, and related SEC materials-applying Regulation FD principles to avoid selective disclosure and ensure broad dissemination. Partner with FP&A, Accounting, Actuarial, Treasury, and Legal to assure accuracy and consistency across guidance, commentary, and filings., • Financial Analysis & Market Intelligence: Evaluate external trends and industry dynamics. Proactively communicate key insights to Executive and Senior leadership to inform the execution of organizational priorities. Benchmark stock performance vs. P&C peers, track estimate revisions, ownership changes, and valuation drivers; synthesize implications for management and the Board. Analyze quarterly results and compile company, peer, and industry statistics for use in discussions with the investment community, including quarterly investor presentations., • Events & Relationships: Lead investor days, roadshows, conferences, earnings conference calls, and rating agency touchpoints; target and cultivate strong investor relationships; prepare executives with briefing books and key messages. Provide ongoing dialogue and contact with the investment community regarding the company's operating results and strategy., • Capital Markets & Rating Agencies: Collaborate with Treasury on capital actions (dividends, repurchases, debt, & insurance-linked securities issuance) and associated communications. Support rating outcomes by engaging with rating agencies on capital adequacy frameworks. Transparently communicate financial performance, strategy, and rating sensitivities., • Compliance & Governance: Maintain rigorous disclosure controls and governance standards; oversee timely, accurate reporting and adherence to Reg FD., • Investor Sentiment & Market Insights: Provide senior management with feedback on discussions with the investment community and commentary on market and industry events. Knowledge and Requirements • Deep knowledge of Finance, Accounting, and Economics., • Exceptional executive communication, financial modeling, valuation, and stakeholder management skills., • Strategic storytelling capability, converting actuarial and finance insights into a cohesive narrative for investors, maintaining discipline and clarity., • Stakeholder leadership by earning trust with investors, analysts, and rating agencies through consistency, data integrity, and responsiveness., • Champions robust disclosure controls and alignment with Reg FD. Education and Experience • P & C Insurance experience is preferred. Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our ___. The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs. Pay Range USD $241,000.00 - USD $332,000.00 /Yr. Additional Information Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions. For Massachusetts Applicants 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.

Job Locations US-NY-New York | US-MA-Boston | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-CA-San Francisco | US-CA-Menlo Park | US-DC-Washington ID 2025-3759 Category Summer Associate - MBA Who We Are Cornerstone Research provides economic and financial consulting and expert testimony in all phases of complex disputes and regulatory investigations. The firm works with an extensive network of prominent academics and industry practitioners to identify the best-qualified expert for each assignment. With a reputation for high quality and effectiveness, Cornerstone Research has consistently delivered rigorous, state-of-the-art analysis since 1989. The firm has more than 1,000 professionals in nine offices across the United States, UK, and EU. Cornerstone Research is involved in a broad variety of high-profile legal cases and disputes that are often covered on the front pages of business newspapers. Current matters focus on topics such as capital markets, business and securities valuation, M&A and corporate events, risk management, market competition, high-frequency trading, the impact of marketing on consumers, and patent infringement. Much of our work rests at the intersection of finance and economics as we evaluate potential mergers, claims of anticompetitive conduct, and the impact of intellectual property infringement. We also address marketing and economic issues arising in cases with allegations of misleading marketing or false claims. Much of our work involves qualitative and quantitative analysis, including sophisticated econometrics and cutting-edge data analyses. More detail can be found on our website: . Cornerstone Research provides an interesting and rewarding work environment. The firm has grown steadily over more than 35 years, and we maintain a firm culture that is collegial, supportive, friendly, and collaborative. Summer Associates at Cornerstone Research The Summer Associate position offers prospective Associate candidates the opportunity to gain first-hand experience in our work. Summer Associates help devise and apply innovative analytical approaches meeting the highest academic standards to address challenging issues. We invest heavily in cutting-edge information resources and computing capabilities and often have access to proprietary data to inform our analyses. Candidate Profile Cornerstone Research provides exceptional career opportunities for MBAs while offering an industry-competitive compensation and benefits package. Our work is largely structured around collaborating in teams to develop and apply analytical frameworks to real- world issues and presenting complex analyses to our clients. Therefore, we look for candidates with strong analytical, communication, and management skills. The ideal candidate will also have a strong background and interest in finance, economics, or accounting. If you have earned a CPA or CFA, work in analytical finance, or are passionate about and are focusing on one of these fields in your MBA program, we strongly encourage you to apply. Interested Candidates Candidates should complete the online application on our careers website where you will be asked to submit a cover letter (including a statement describing your interest in economic and financial consulting and your location preferences) and a resume. Please be sure to rank our offices in order of your location preference, if any. We are currently hiring in our Boston, Brussels, Chicago, London, Los Angeles, New York, Bay Area (San Francisco and Silicon Valley), and Washington, D.C., offices. Candidates must be eligible to work in the United States. Cornerstone Research will consider students with F-1 status who can independently obtain work authorization. Contact Associate Recruiting Team Cornerstone Research Email: Website: Cornerstone Research offers market-leading compensation. The bi-weekly salary for the Summer Associate role is $7,500.00 in the United States. Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law. Not ready to apply? Connect with us for general consideration.

Title: Director of Finance, NJIT Foundation Department: SVP Advancement Reports To: Associate VP Development & Alumni Relations Position Type: Staff Position Summary: The Foundation at New Jersey Institute of Technology is seeking a strategic, mission-driven Director of Finance to lead the financial strategy and operations for a dynamic, student-focused nonprofit organization. As a key member of the Foundation's leadership team, the Director will be a trusted advisor to the President of the Foundation, Senior Vice President for Finance and Chief Financial Officer of the University, Foundation Board of Directors, and senior staff-ensuring financial integrity, operational excellence, and sustainable growth while aligning resources to advance the Foundation's mission. Essential Functions: Financial Management & Reporting: -Lead financial oversight of the annual $1M+ operating budget of the Foundation. -Prepare and present financial reports to executive leadership, the board of directors, and external stakeholders. Ensure financial transparency and clarity to support data-driven decision-making. -Develop and maintain sophisticated financial models to evaluate strategic initiatives, fundraising campaigns, impacts to the endowment portfolio, and long-term operational sustainability. -Develop multi-year financial projections aligned with fundraising and endowment growth strategy to ensure long-term sustainability. -Oversee development and maintenance of strong internal controls and adherence to financial reporting practices and all applicable federal and state regulations. -Serve as the primary financial liaison between University Finance staff and leadership to understand the financial position of the Foundation as it relates to the University as a whole. External Relations & Fundraising Support: -Partner with Development and Advancement teams to evaluate complex gifts, manage donor-advised funds, and communicate financial impact. -Lead coordination of the annual audit and preparation of the IRS Form 990, and ensure compliance with all federal, state, and local regulations, GAAP, GASB, IRS, and nonprofit accounting standards. -Provide oversight of an endowment and investment portfolio in collaboration with the Investment Committee and OCIO. -Develop and maintain a working knowledge of foundations, pooled asset investments, charitable giving opportunities and strategies, and structured noncash donations. -Manage third-party vendor relationships and contract negotiations. -May supervise staff as assigned. -Support executive leadership in evaluating complex gifts and assets. -Help craft compelling financial narratives for fundraising and strategic initiatives. -Act as a visible ambassador of the Foundation's mission. Prerequisite Qualifications: -Bachelor's degree in Accounting, Finance, Business Administration, or related field. -At least 6+ years of progressive financial leadership experience, ideally within a nonprofit, foundation, or similarly complex environment. -Demonstrated success in developing financial strategies and managing organizational change. -Strong leadership, interpersonal, and communication skills with the ability to engage non-financial stakeholders. -At the university's discretion, the education and experience prerequisites may be exempted where the candidate can demonstrate to the satisfaction of the university, an equivalent combination of education and experience specifically preparing the candidate for success in the position. Preferred Qualifications: -Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Master's degree (MBA, MPA, or similar). -Familiarity with foundations, donor-advised funds, and philanthropic finance structures. -Experience with board members, external auditors, compliance management, and regulatory oversight. Bargaining Unit: Non-Aligned Range/Band: 10 Salary Information: In compliance with the NJ Pay Transparency Law, the annual salary range for this position is $105,000.00-$110,000.00 (USD). NJIT considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses or other items. To learn more about the comprehensive benefits NJIT offers for this position, please visit our benefits page: . FLSA: Exempt Full-Time Apply NowShare Save Job

Job Location(s) US-NY-New York Job ID 2025-4136 Division School of Management Position Type Adjunct Type Regular Part-Time Category School of Management New York Institute of Technology's six schools and colleges offer undergraduate, graduate, and professional degree programs in in-demand disciplines including computer science, data science, and cybersecurity; biology, health professions, and medicine; architecture and design; engineering; IT and digital technologies; management; and energy and sustainability. A nonprofit, independent, private, and nonsectarian institute of higher education founded in 1955, it welcomes nearly 8,000 students worldwide. The university has campuses in New York City and Long Island, New York; Jonesboro, Arkansas; and Vancouver, British Columbia, as well as programs around the world. More than 112,000 alumni are part of an engaged network of physicians, architects, scientists, engineers, business leaders, digital artists, and healthcare professionals. Together, the university's community of doers, makers, healers, and innovators empowers graduates to change the world, solve 21st-century challenges, and reinvent the future. For more information, visit nyit.edu. Teach undergraduate and/or graduate-level finance courses in alignment with program goals and institutional standards. • Develop and deliver engaging lectures, class discussions, case studies, and relevant assignments that align with course objectives and learning outcomes., • Provide timely, constructive feedback and academic guidance to support student learning, engagement, and skill development., • Create, administer, and grade assessments fairly and efficiently, including exams, quizzes, presentations, and projects., • Maintain up-to-date knowledge of finance principles, regulatory changes, and best practices., • Utilize learning management systems (e.g., Canvas) for course delivery, communication, grading, and material sharing., • Foster an inclusive and respectful learning environment that encourages participation, critical thinking, and professional growth., • Be available to students during scheduled office hours or by appointment for academic advising, support, and mentorship., • Collaborate with program directors and departmental faculty to continuously improve curriculum, assessments, and student learning outcomes., • Ensure compliance with institutional policies, accreditation standards, and academic integrity guidelines., • Attend and participate in faculty meetings, orientation sessions, training workshops, or department planning as required., • Engage in professional development to stay current in the finance field and higher education instruction., • Support assessment and accreditation activities by maintaining accurate records and submitting required reports or materials Master of Business Administration (MBA) or an equivalent degree from an accredited institution. Flexible availability, with the ability to teach during daytime hours. Preferred Qualifications: Prior teaching experience. Relevant professional certifications (e.g., CFTP, CFA, CBP, CISA,) are preferred. New York Institute of Technology is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. In compliance with local legislation as well as to provide greater transparency to candidates, the annual base salary range for this position is listed. New York Tech considers factors such as (but not limited to) scope and responsibilities of the position, candidate experience/expertise, education/training, key skills, geographic location, internal peer equity as well as market, organizational considerations and/or applicable collective bargaining agreement when extending an offer. Adjunct Faculty offered hourly rate is contingent on applicable rank. USD $99.00/Hr. USD $108.00/Hr.

About Gusto At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff—like payroll, health insurance, 401(k)s, and HR—so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we’re proud to support more than 400,000 small businesses across the country, and we’re building a workplace that represents and celebrates the customers we serve. Learn more about our ___. By the Numbers: • Named ___of 2024 by G2, • 2,700+ employees in the United States, Canada, Mexico, and Turkiye and growing, • Over $500M in annual revenue, • The SMB market is large (and growing!) with huge opportunities for Gusto to make an incredible impact for SMBs What Product Management is like at Gusto: • We’re looking for high-autonomy, entrepreneurial Product Managers to come build high-impact solutions for small businesses and their employees. We believe in high-ownership Product Managers who operate like business owners - owning an entire roadmap end to end and shipping product all the way from strategy through to the nitty gritty details (some describe this kind of role as a “GM” type role)., • Our Product team is lean, which means you’ll have a high degree of impact and ownership., • We’re here to serve small and medium businesses. Gusto has a strong mission-driven culture, and we care deeply about lifting up these business owners. About the Team: Gusto moves hundreds of billions of dollars per year. The Product Manager, Financial Data will be responsible for building technology that helps expand and develop payment rails and payment methods across the globe to enable money movement and solidify our customer ledger and reconciliation platforms for reliability. This role is part of the Payments team at Gusto that ensures that our 400,000+ small and medium businesses and millions of their employees are getting paid on time, every time. You will be developing our payments systems that are foundational to the payment solutions offered by Gusto. You will work closely with a team of Engineers and Designers, to build the roadmap, set strategic priorities, and ensure the successful implementation of our payments stack. We are seeking a highly motivated Product Manager to lead the development and implementation of our financial ledger system and transaction reconciliation process. This critical role will be instrumental in strengthening our internal controls, ensuring data integrity, and maintaining our commitment to financial transparency and regulatory compliance as we continue to scale. Here’s what you’ll do day-to-day: • Ownership: You will own the roadmap for building a scalable and compliant ledger system for tracking money movement at Gusto., • North Star: Your goal is to build a system that is accurate and compliant that continues to ensure our reputation as a trusted party with customers, regulators, and partners., • Collaborate: You will work closely with our application teams, accounting, engineering, and data team to drive the roadmap., • Product Strategy & Roadmap: Define and champion the product vision, strategy, and roadmap for the ledger system and transaction reconciliation processes. This includes understanding internal stakeholder needs (Finance, Audit, Legal), regulatory requirements (GAAP, SOX), and industry best practices., • Requirements Gathering & Prioritization: Conduct in-depth analysis of current financial workflows, identify control gaps, and translate complex regulatory requirements into clear, actionable product specifications and user stories. Prioritize features based on business impact, risk mitigation, and development effort., • System Thinking: Collaborate closely with engineering, finance, and internal audit teams to design and build a scalable, reliable, and auditable ledger system. This includes defining end to end transaction flows, data models, integration points with existing systems (e.g., payroll processing, general ledger), and reporting capabilities., • Transaction Reconciliation Ownership: Develop and implement a comprehensive and automated transaction reconciliation system to ensure accuracy and completeness across all financial transactions. This includes defining reconciliation and classification rules, identifying discrepancies, and establishing clear workflows for investigation and resolution., • Regulatory Compliance & Audit Support: Ensure the developed systems and processes meet all relevant SOX requirements and other applicable financial regulations. Act as the primary product liaison during internal and external audits, providing documentation and explanations as needed., • IT General Controls (ITGC) Integration: Work closely with IT and audit teams to incorporate ITGC best practices, including role-based access control (RBAC), segregation of duties (SoD), change management, and logical access controls, into the design and functionality of the compliance ledger and reconciliation systems., • Partner Management: Model a collaboration and deep customer empathy while communicating product plans, progress, and challenges to a diverse set of stakeholders, including executive leadership, finance, engineering, legal, and audit teams. Foster strong collaborative relationships across departments., • Performance Monitoring & Optimization: Define key performance indicators (KPIs) for the ledger and reconciliation systems. Monitor performance, identify areas for improvement, and drive continuous optimization., • Risk Management: Proactively identify potential risks related to financial data integrity and compliance, and develop mitigation strategies within the product roadmap., • Applied AI Usage: Develop automated accounting reconciliation systems that streamline and enhance manual tasks. Here’s what we're looking for: • 8+ years of product management experience, with a proven track record of successfully delivering complex financial or compliance-focused software products., • Strong understanding of financial accounting principles, general ledger systems, and transaction lifecycle., • Deep knowledge of GAAP and PCAOB compliance requirements and experience in building systems that meet them is essential., • Proficiency in SQL, • Experience with building and optimizing transaction reconciliation processes, ideally in a high-volume environment., • Familiarity with the payroll industry and its unique financial complexities is highly desirable., • Excellent analytical skills with the ability to translate complex business problems into clear, concise product requirements., • Exceptional communication, interpersonal, and presentation skills, with the ability to influence and collaborate effectively with diverse teams., • Proven ability to manage multiple priorities in a fast-paced, dynamic environment., • Bachelor's degree in Business, Finance, Computer Science, or a related field., • Ideally, holds a CPA, CFA, or CMA certification. Bonus Points If You Have: • Experience working at a fintech company, particularly in the payroll or payments space., • Experience with enterprise-grade accounting software (e.g., NetSuite, SAP, Oracle Financials)., • Experience with data analytics tools and reporting platforms., • Familiarity with IT General Controls (ITGC) and best practices, including role-based access control (RBAC) and segregation of duties (SoD). If you don't think you meet all of the criteria above but still are interested in the job, please apply. Nobody checks every box, and we're looking for someone excited to join the team. Our cash compensation amount for this role is $179,000/yr to $224,000/yr in Denver & most major metro locations, and $210,000/yr to $263,000/yr for San Francisco, Seattle & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out ___ and a member of our team will get in touch with you. Gusto takes security and protection of your personal information very seriously. Please review our ___. Personal information collected and processed as part of your Gusto application will be subject to ___.

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! Location: United States / Canada (Remote) Reports to: Director of Product, FinData About the Team: The Financial Data content organization is responsible for curating best-in-class structured data, both self-sourced and from third party content providers. The team was historically focused primarily on building a platform of 4,000+ fundamental financial models. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion and enable users to unearth even more comprehensive insights from thousands of content sets. Within this new environment, the Global Research team is integrating our rich dataset into the platform alongside third party data to create a new final database that will offer our customers an unmatched level of accuracy, context, and flexibility to analyze and make investment decisions. About the Role: We are seeking a Senior Product Manager to oversee the integration of new structured data into the AlphaSense platform. Candidates should have extensive experience managing complex data projects that span multiple teams paired with working knowledge of user workflows related to financial data (such as investor research, quantitative analysis, M&A, etc.). Who You Are: • 7+ years of product management experience in the fintech, investment research, or financial services industry, • Proven track record of managing complex products with many moving parts. You excel at making difficult trade-off decisions and sequencing development to deliver value under tight deadlines., • Strong communication skills and highly team-oriented, • Meticulous attention to detail, • Experience with Notion and Linear, • Data Fluent: Comfortable using SQL, LLMs, or a combination of both to query complex datasets, audit for quality, and translate technical findings into user value is considered an asset, • Bachelor’s degree in finance, accounting, or business, MBA or a CFA designation What You’ll Do: • Manage the entire “zero-to-one” product lifecycle from initial data analysis through launch, understanding how to structure the data to support multiple workflows, define requirements, supporting development, testing, managing ongoing feedback in incremental enhancements., • Act as the primary bridge between complex user workflows and technical execution, translating sophisticated analytical needs into robust data architectures while partnering with platform peers (Web, Excel, and AI) to ensure seamless data delivery., • Work alongside internal domain experts with deep capital markets / investment research experience to understand user pain points, validate product hypotheses, prompt innovation and inform prioritization., • Articulate core client problems and collaborate with engineers to validate potential solutions based on robust customer feedback, strategic objectives, market analysis, and technical feasibility., • Manage the entire product lifecycle from initial data analysis through launch, understanding how to structure the data to support multiple workflows, define requirements, supporting development, testing, managing ongoing feedback in incremental enhancements., • Vigilant in remaining well informed of industry trends to deliver competitive intelligence to better evolve product and content vision. Analyze other relevant competing content sets in the market. and interact with customers to understand their workflows and pain points and gather and document actionable feedback., • Demonstrate strong and persuasive communication skills, ensuring complex ideas are understood by cross-departmental partners, gaining alignment and buy-in to drive valuable impact. For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below. You may also be offered a performance-based bonus, equity, and a generous benefits program. Base Compensation Range $158,000 - $185,000 USD AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: • AlphaSense never asks candidates to pay for job applications, equipment, or training., • All official communications will come from an @___ email address., • If you’re unsure about a job posting or recruiter, verify it on our ___. If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

Citi Wealth Investment Solutions is seeking a Head of Direct Private Investments (DPI), a key growth pillar for our Investment Solutions business. The candidate will report to the Head of Alternatives and Investment Manager Solutions and lead our efforts to originate, evaluate, approve, and distribute compelling direct private investment opportunities for Family Offices and other sophisticated Citi Private Bank clients. The Head of DPI will also collaborate closely with Citi Wealth's Integrated Client Solutions (ICS) team, Chief Investment Office, Platform Management team, and Sales Specialists, as well as other key functional partners that support the broader Investment Solutions business. Responsibilities: * Lead the strategic development and implementation of Citi Wealth's Direct Private Investing (DPI) activities, including team leadership, talent management (attracting, motivating, developing, and retaining talent), infrastructure development, defining product identity and brand, and ensuring an optimal client and banker experience. * Originate direct private investment opportunities through personal networks and Citi's internal networks (e.g., Investment Bank, Capital Markets, PERE and HF teams, Family Office network), as well as external sources like private equity sponsors and CPB clients. * Manage the deal pipeline, including conducting initial due diligence, comprehensive review of potential transactions (valuation, terms, structure), sign-off on proposed deals and documentation, and presentation to Investment Operating Committees for approval. * Work with the ICS Team and large Family Office clients to facilitate the onboarding process, including ISDA negotiation and documentation requirements. * Oversee the monitoring of past transactions and maintain relationships with deal sponsors. * Collaborate on the distribution of DPI deals with Sales Specialists teams across regions to identify client appetite, requiring close coordination with the broader UHNW Banker and IC communities. * Own the DPI product program, leading the development and enhancement of its framework, governance processes, and ensuring strict adherence to all global regulatory, legal, and compliance standards in partnership with control functions. This includes proactively managing risk and fostering a strong control environment. * Stay abreast of market trends and news, develop proactive views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic developments. * Partner with other global, regional, and country leaders to share best practices and drive business strategies, solutions, and client-centric approaches to differentiate Citi and achieve substantial growth targets. * Serve as a senior spokesperson and thought leader for Citi DPI, elevating the Firm's profile and brand through active engagement at industry conferences, media interactions, client presentations, and the delivery of compelling market thought leadership (e.g., white papers, commentary, proprietary research) on private market trends. * Provide centralized oversight and strategic direction across all DPI activity pillars, ensuring coordination across functional teams, consistent deal standards, and an unified client experience. Develop and maintain standard reporting metrics and dashboards for senior management to track pipeline activity and deal performance. Qualifications: * 15+ years of experience in investment banking, private equity origination or similar roles, with a demonstrated ability to source, diligence, structure, assess, negotiate, package, and market transactions of particular interest to Family Office clients. * Extensive experience in evaluating company investment opportunities with a proven track record of assessing quantitative and qualitative investment parameters to meet target client investor appetites. * Relevant financial analysis and corporate finance skills related to the evaluation of early-stage private companies. * Strong analytical & problem-solving skills, including Advanced Excel and PowerPoint proficiency, with familiarity in working with large amounts of data. * Experience implementing complex business strategies in a corporate environment at a global level. Demonstrable time management and organizational skills, with the ability to meet deadlines successfully, including the maturity to perform well under pressure and successfully manage several projects at a time. * Excellent communication, presentation, and interpersonal skills, essential for collaboration across Investment Solutions, Investment Banking, and Capital Markets. * Strong teamwork, communication, presentation, and interpersonal skills. Education: * Bachelor's degree/University degree or equivalent experience. * Master's degree preferred. * CFA preferred. Product Management and Development Product Management Full time New York New York United States $250 000,00 - $500 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. may 15, 2026 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Chick-fil-A, Queens Center Mall Our Purpose Statement: Build others up. Be our Best. We want to be the best at what we do: preparing craveable food and caring for others, every day. Our Core Virtues at CFA QCM: We live out our core purpose by using our core virtues as a lamppost to guide our actions in giving our personal best. Truett Cathy, the founder of Chick-fil-A, could often be found asking others, "Why not your best?" At Chick-fil-A Queens Center Mall, we will bring our best every single day. Kindness We treat every guest and teammate with respect, warmth, and careespecially when it's hard. Ownership We take full responsibility for our actions and results, step up without being asked, and fix what's broken. Grit We show up with resilience and effort, push through challenges, and bring our bestevery shift, every day. Teachability We stay humble, curious, and eager to learnalways open to feedback and committed to getting better. Team Member Job Description Overview: Team Members at Chick-fil-A Queens Center Mall live out the organization's purpose every single day. Whether serving guests directly or preparing our craveable food, Team Members embody our virtues to contribute to a positive and efficient operation. They are committed to upholding Chick-fil-A's high standards in food quality, hospitality, and cleanliness, winning moments with guests to win their hearts every day. Our Benefits Include: • A fun work environment where you can positively influence others, • Flexible scheduling (and closed on Sundays), • Learning first-hand from an experienced Operator and Restaurant Leaders, • Intentional growth and development to help you reach your professional goals, • Generous Employee Discount

Responsibilities + Provides and ensures a safe, clean and normalized home-like environment at all times. Informs Program Manager of Physical Plant needs. + Promptly informs the Program Manager/Assistant Program Manager of any serious incident or violations of resident and/or staff rights, according to established policies. + Development of A.D.L. (Activities of Daily Living) and ILS (Independent Living Skills) as it relates to residents. + Maintains ongoing knowledge of each residentu2019s medical, psychological, cognitive and social needs and ensures that programming is appropriate to needs and treatment goals. + Maintains and submits timely and accurate records and reports regarding the development status, progress and other related information concerning the residents. This includes, but not limited to, daily goal data, monthly progress notes, summaries and other reports, as required. + Maintain and check Medication administration records daily as needed + Maintain and order individualsu2019 medications in regard to the doctoru2019s order as needed + Scheduling individualu2019s medication appointments + Review individualu2019s medical records to ensure all appointments are followed + Daily communication with nurse and management on all individualsu2019 appointment/follow-ups + Participate in interdisciplinary treatment meetings and regularly scheduled residentsu2019 reviews, as required . + Provide habilitation services to each client as prescribed in that clientu2019s service plans (CFA, Individual Service plan, Habilitation plan) + Assist in transporting of the individuals to and from programs, community inclusion activities, medical appointments, home visits and all other activities as needed. + Assist each client, as needed, in skill development in areas such as activities of daily living, domestic living, recreation and socialization. + Report immediately any observed/known deficiencies or own inability in providing habilitation services to clients, as well as all types of abuse and other facility problems, including physical plant/safety issues to management. + Ensure assigned clientsu2019 nutritional needs are met according to prescribed diet and assist with feeding as necessary. + Organizes, assists, supervises and, when necessary, prepares meals for residents. + Assumes responsibility for agency and/or resident funds personally assigned for purposes of making residents or program purchases. + Escort the individuals on medical appointments as scheduled. + Complete Staff Information Entry Form when Escorting the individuals on medical appointments. + Appropriately communicates to Program Nurse and supervisors, both verbally and in writing (i.e. medical consult reports, incident reports, residenceu2019s logbook) pertinent residents and/or program issues, ensuring the continuity of care and efficient operation of the residence. Read residence logbook daily. + Maintains ongoing knowledge of each residentu2019s medical appointments and follow up needs, + Assists Housekeeper/Cook with household cleaning and maintenance of facility. + The essential functions of the job include, but are not limited to the duties listed in the job description. + Attendance standards, as per assigned shifts, are at the discretion of Program Manager /Assistant Program Manager. Enter responsibilities here + Successfully participates in and passes medication certification course(s) and demonstrates continued proficiency in the administration of medication, per established policies. + Housekeeping duties as assigned by the Program Manager. + Performs related duties as assigned by the Program Manager. + u201cOther duties as assignedu201d + Awareness of and sensitivity to cultural and socioeconomic characteristics of persons and population served. + The essential functions for the job include, but are not limited to, the duties in the job description . Qualifications + H.S. Diploma or GED required, Associateu2019s degree preferred with minimum of one year experience in Human Services required. + Excellent oral & written communication skills, capacity and willingness to learn to use computer systems demonstrates teamwork philosophy and professional conduct consistent with agency standards. + Has respect and consideration for the resident being served. + Experience in medical care and interaction with medical professionals. + Must pass AMAP certification training and maintain valid certification throughout employment + A Valid Driveru2019s License is required (Must be able to drive large vehicles which consist of wheelchairs or 15-seat van). + SCIP R and CPR & First Aide required. Job LocationsUS-NY-Glendale Job ID 2026-15046 Category Developmental Disabilities Compensation Salary is $19.76/HR Type Regular Full-Time

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge whats possible. This is more than a strategic shift. Its a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate (Supervisor) CIB Audit is an individual contributor responsible for executing audit testing across the Corporate & Investment Banking (CIB) portfolio, covering both Markets (Sales & Trading) and non-Markets businesses, including lending, risk, operations, and supporting functions. The Associate applies independent judgment in executing assigned audit procedures, identifying control weaknesses, and assessing risk, with work reviewed by a Sr. Supervisor or Audit Manager prior to finalization. The role requires a strong foundation in internal audit methodology and a developing understanding of CIB products and activities, including Equities, Fixed Income, Securitization, FX, Rates, Derivatives, Leveraged Finance, and related lending and trading businesses. Key Responsibilities * Execute audit testing and analysis for internal audit reviews covering CIB businesses, processes, and control environments. * Perform control design and operating effectiveness testing across moderate to high-complexity audit areas under the guidance of a Sr. Supervisor or Audit Manager. * Examine business records, transaction data, and supporting documentation to identify control gaps, issues, and risk exposures. * Apply independent judgment in assessing risks, documenting observations, and escalating issues as appropriate. * Prepare clear, well-supported audit workpapers in accordance with internal audit standards and methodology. * Participate in audit planning activities, including understanding process flows, identifying key risks, and assisting in the development of audit test steps. * Support post-audit follow-up testing to assess the adequacy and timeliness of management remediation efforts. * Assist in drafting audit observations and recommendations for review by the Sr. Supervisor or Audit Manager. * Develop and maintain an understanding of CIB products, processes, and regulatory expectations, with a focus on Markets activities. * Demonstrate commitment to professional development through training, on-the-job learning, and feedback incorporation. * Provide consistent, high-quality support to audit stakeholders while maintaining professionalism and objectivity. What You Bring: 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. * Bachelor's Degree: Accounting, Finance, Business or equivalent field. - Required. * 3+ Years Audit or relevant experience. - Required. * 5+ Years Relevant experience. - Required. * Analytical and problem solving skills as well as the ability to work independently . * Technology and computer skills, with the ability to effectively use Microsoft Office (Word, Excel, Outlook, PowerPoint) . * Support audit execution through the use of data analytics, automation, and AI-enabled tools to analyze large datasets, identify control gaps, and enhance audit efficiency. * Detail oriented with organizational skills . * Verbal and written communication skills. * Time management skills and the ability to complete multiple projects simultaneously and in a timely manner. * Ability to work independently with limited supervision . * Solid diplomatic skills with the ability to resolve conflict in a civil manner . Certifications: Certifications are not required; progress toward or interest in professional certifications (e.g., CPA, CIA, CFA, FRM) is a plus. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. Locations: New York, NY Miami, FL Dallas, TX Boston, MA 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: $76,875.00 USD Maximum: $130,000.00 USD We Value Your Impact: Your contribution matters and its recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ 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.

The grass truly is greener as an independent business ownerbut independence doesnt 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.

We are seeking an experienced Business Analyst with a strong background in capital or fixed markets to join our team.The ideal candidate should have a minimum of 8 years of experience in business analysis, with a focus on capital markets.The candidate should also have expertise in SQL and hold a CFA

Holds or is working towards a CFA designation preferred for publishing analysts and associates. Conducts internal and external research projects; support the development/delivery of presentations and communications to management or broader audience.

To qualify, you must meet at least one of the following: Score ≥70% in at least one category of the Analyst Certification Assessment Complete Initio Sphere Financial Training Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score Each analyst receiv

Senior Associate, Corporate Finance Analytics. Corporate Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase.

To qualify, you must meet at least one of the following:Score =70% in at least one category of the Analyst Certification AssessmentComplete Initio Sphere Financial or Risk & Diligence TrainingHold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)Analyst Rating ScoreEach I

Adapts instruction using case studies from actual transactions, Excel financial modeling exercises, and CFA‑style practice problems to support finance majors and MBA students preparing for investment banking and corporate finance careers. About the Job The Varsity Tutors Live Learning Platform has

About the Role: Grade Level (for internal use): 12 The Team: Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: * Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments * Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments * Build and nurture strong client relationships with C-Suite executives, senior managers, and key decision-makers across target organizations * Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements * Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders * Collaborate with cross-functional teams including Product Management, Marketing, Pre-Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences * Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives * Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce * Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives * Provide market intelligence and client feedback to influence product development and commercial strategy * Identify and develop revenue synergy and cross-sell opportunities across the broader S&P Global portfolio * Represent and promote S&P Global core values while serving as a trusted advisor to clients Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $60k to $185k. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for additional compensation such as a sales commission plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here () . We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements. What We're Looking For: Basic Required Qualifications: * Bachelor's or Master's degree in Business, Finance, Economics, or related discipline * 3-15+ years of proven sales experience with consistent track record of meeting or exceeding quotas * Strong background in financial services, data solutions, risk management, or related technology sectors * Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations * Demonstrated expertise in consultative sales methodologies and solution selling approaches * Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows * Excellent communication, presentation, and negotiation skills with ability to engage senior-level executives * Proficiency with CRM systems (Salesforce preferred) and sales enablement tools * Strong interpersonal skills with ability to build trust-based relationships and collaborate across global teams Additional Preferred Qualifications: * Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products * Knowledge of regulatory frameworks and compliance requirements in target markets * Understanding of financial markets including fixed income, derivatives, equities, or alternative investments * Proven ability to manage complex, multi-stakeholder sales cycles exceeding $1M+ in value * Experience with SaaS platforms, data feeds, desktop applications, or API-based solutions * Professional certifications such as CFA, MBA, or industry-specific qualifications * Multilingual capabilities and experience working in international markets * Established network within Financial Institutions, Corporate risk management, or Government sectors * Track record of mentoring junior sales team members and contributing to organizational growth * Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast-paced environments About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit . What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. * Health & Wellness: Health care coverage designed for the mind and body. * Flexible Downtime: Generous time off helps keep you energized for your time on. * Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. * Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. * Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. * Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here () . S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - Job ID: 323725 Posted On: 2025-12-11 Location: New York, New York, United States

The Assistant Clinician is responsible for facilitating case conferences (CFA/life plan meetings) and to function as a member of the interdisciplinary team. The Assistant Clinician in conjunction with the IDT reviews the CFA/ life plan, develops a staff action plan and trains staff on goals/outcomes

Job Summary: Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team! As an Associate in Equity Research covering Insurance, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience. Corporate and Investment Banking - Research One of the world's most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions. * Build and maintain Excel-based models to forecast company financials and project industry dynamics * Perform detailed valuation work to support stock recommendations * Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage * Write research notes on covered companies and sector reports and prepare presentations * Build relationships and communicate effectively with internal and external clients, industry experts, and management teams * Fulfill client requests in a timely and thorough manner * Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product * FINRA licenses Series 86 and Series 87 * Two to three years of experience in equity research and/or investment banking * Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience * Advanced level of proficiency in Excel * Ability to multi-task and collaborate within a team environment as well as work independently * High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment * Passion for the markets and interest in Insurance sector * CFA charterholder or progress towards CFA * Some coding capabilities - e.g., VBA, Python JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $150,000.00 - $200,000.00 / year

This Jobot Job is hosted by: Craig Rosecrans Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $150,000 per year A bit about us: We are seeking an experienced Investor Relations Manager to help build and scale the investor communications function at a growing real estate investment firm focused on acquiring, improving, and operating multifamily assets across high-growth U.S. markets. This role will serve as the primary liaison between the firm and its investor partners, supporting reporting, capital raise coordination, and long-term relationship development. The position works closely with executive leadership, acquisitions, asset management, and finance teams to ensure transparent and consistent communication with stakeholders. This is an opportunity to help establish best practices for investor engagement within a vertically integrated investment platform supported by an internal property management operation. Why join us? • Competitive Base Salary, • Company paid health plan for employees, • Flexible Hours, • Very generous PTO, • Dental and Vision, FSA, HSA, • Small team, autonomy, • Many more great perks! Job Details Key Responsibilities Investor Communications & Relationship Management • Serve as a primary point of contact for investor communications across existing and prospective capital partners, • Manage ongoing engagement with high-net-worth individuals, family offices, and institutional investors, • Coordinate quarterly and annual investor reporting packages, • Respond to investor questions regarding portfolio performance, distributions, and strategy updates, • Prepare investor updates summarizing asset performance, portfolio strategy, and market positioning, • Partner with finance and asset management teams to translate operating results into investor-facing materials, • Track distribution schedules and investment-level reporting timelines, • Maintain investor dashboards and reporting infrastructure Capital Raise Support • Assist leadership with capital formation initiatives for new acquisitions and investment vehicles, • Coordinate investor presentations, webinars, and capital partner meetings, • Maintain investor pipeline tracking and CRM data integrity, • Support preparation of pitch decks, offering summaries, and investment highlights Internal Collaboration • Work cross-functionally with acquisitions, finance, asset management, and operations teams, • Help standardize messaging across investment updates and strategic communications, • Improve internal processes related to investor reporting cadence and delivery, • 5+ years of experience in Investor Relations, Private Equity, Real Estate Finance, Asset Management, or Capital Markets, • Experience supporting communications with limited partners, private investors, or institutional capital sources, • Strong understanding of real estate investment structures (preferred: multifamily or value-add strategies), • Ability to interpret financial performance and translate insights into investor-ready materials, • Advanced Excel skills and comfort working with investment-level reporting, • Experience preparing investor updates, performance summaries, or capital raise materials, • Excellent written communication and presentation skills, • Strong organizational skills with the ability to manage multiple reporting cycles simultaneously, • Experience working within a real estate private equity firm, investment sponsor, or vertically integrated owner/operator, • Exposure to investor CRM platforms (Juniper Square, AppFolio Investment Management, IMS, or similar), • Familiarity with waterfall structures, distributions, and equity reporting concepts, • Background supporting capital raises or investor onboarding processes, • Direct exposure to executive leadership and investment strategy, • High visibility across acquisitions, asset management, and finance teams, • Meaningful involvement in capital formation initiatives, • Growing real estate investment platform with active portfolio expansion Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

One or more of the following: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality, State-Certified Appraiser License***, Member Appraisal Institute (MAI), or completi

Job DescriptionSalary: $140,000.00-$160,000.00 Functional Title: Analyst Corporate Title: Assistant Vice President Department: Fixed Income Reports To: Head of Fixed Income Overtime Eligible (Y/N): N (Exempt) Position Summary Analyze and recommend investment-grade and high-yield corporate bonds to out-perform defined market benchmarks. Essential Duties/Function: • Conduct fundamental credit analysis with emphasis on financial modeling to identify profitable corporate bonds for the portfolio., • Create in-depth earnings reports including financial projections, credit valuation and recommendations based on expected performance., • Present detailed and persuasive company reports to PMs reviewing potential investment ideas; consult with management on proposed investment ideas and strategies., • Liaise with industry sources to capture and develop new investment ideas; pro-actively collect and interpret market information., • Foster the development of global views across teams located in Tokyo; provide thorough and timely research to secondary audience abroad., • Miscellaneous duties as assigned. Experience/Qualifications: • Bachelors degree in Finance, Accounting, Economics or equivalent concentration; MBA and/or CFA designation preferred., • At least 3-5 years of experience in credit analysis, fixed income and fund investing with an understanding of the wider financial environment; both buy-side and sell-side corporation experience are welcome., • Strong command of MS Office software and advanced Excel; proficiency with Bloomberg and related automated research tools., • Company research, asset valuation and relative value analysis capabilities required., • Outstanding analytical, financial modeling, written and verbal communication skills; ability to persuasively present recommendations of profitable investment ideas., • Detail oriented, pro-active and able to excel in a highly collaborative global team., • A flexible team player able to adapt to change., • Depending on experience and qualifications, candidates may be considered for the Vice President level. The expected annual base salary for this position ranges from $140,000 to $160,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus based on qualitative and quantitative performance factors. In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package* which includes the following: • Medical, Dental, and Vision Insurance Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company, • 401k match and Money Purchase Plan (fully company-funded), • Life Insurance fully employer-paid premiums for Basic Life Coverage, • Health Savings Account (HSA) for HDHP participants with annual employer contribution, • Short-Term (including Salary Continuation) and Long-Term Disability Benefits, • Pre-tax Commuter Benefits, • Up to 6 weeks of fully-paid Parental Leave, • Tuition/Education Reimbursement up to $5,250 per year, • Current Hybrid Work Arrangements (3 days in-office), • 11 Paid Holidays in addition to vacation days, floating days and paid sick time, • Employee Assistance Program, • Paid Volunteer Day and group volunteer opportunities, • Matching Gift Donation Program, • Company-sponsored events and weekly lunches Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. This document is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by the incumbents. Job responsibilities are subject to change, with or without notice. All employees may be required to perform duties outside of their normal responsibilities at any time at the Companys sole discretion. NLGIA is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, sex, gender (including gender identity and gender expression), national origin, citizenship, immigration status, age, disability, sexual orientation, military or veteran status, genetic information, sexual or other reproductive health decisions, or any other characteristic protected by applicable federal, state or local law. During the application process and, if hired, during employment, I agree to participate (if so requested by the Company and asnot prohibited by applicable law) in testing to determine whether employees are under the influence of controlled drugs orillegal substances. Such tests or examinations will be performed by qualified professionals selected by the Company. This submission of my application attests to the fact that the information that I have provided on my application, resume, given verbally, or providedon any other materials, is true and complete to the best of my knowledge and also constitutes authority to verify any and allinformation submitted on this application. I understand that any misrepresentation or omission of any fact in my application,resume or any other materials, or during any interviews, can be justification for refusal of employment, or, if employed,termination from the Companys employ.The Company or its agents may seek to verify the information on this application. As such, I hereby authorize the Company orits agents to contact any former employer or any representative of any other organization to which I have made reference in thisapplication, and I hereby authorize said employer and/or representative to provide information to the Company on my behalf.I also affirm that I have not signed any kind of restrictive document creating any obligation to any former employer that wouldrestrict my acceptance of employment with the Company in the position I am seeking.I understand that this application is not an employment contract for any specific length of timebetween the Company and me, and that in the event I am hired, my employment will be at willand either the Company or I can terminate my employment with or without cause and with orwithout notice at any time. The Company may, at its sole discretion, hold in abeyance or revoke,amend or modify, abridge or change any benefit, policy practice, condition or process affecting itsemployees. I acknowledge that I have read all of the above statements, and that I understand them.

One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Licensed Appraiser, Member of Appraisal Inst

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

Quantitative degree required; CFA or FRM progress preferred.

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

Job 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. joALnDaZ0o

Job Description Tower Peak Partners is a private markets investment firm launched in 2024. It is headquartered in London and has offices in New York and Rio de Janeiro. The firm is a collective of highly-skilled and recognisable investment professionals and industry executives from around the world. Tower Peak Partners manages thematic investment funds for institutional investors and principal investments through its own balance sheet. The Firm's investment themes capture opportunities in markets that experience deep structural changes, caused by technological advancements, climate change, socio-economic trends and policy developments.The firm delivers investment strategies to institutional investors around the globe, across private equity, venture capital, real assets and intellectual property asset classes. It has 4 dedicated investment teams, each with an average of 25 years of investment experience in industrial transition, aerospace & defense, media, entertainment & sports, and social impact. Role Summary The Head of Capital Formation – North America, based in New York, supports the firm's current Marketing and Investor Relations Team in managing key relationships with existing investors, attracting new investors, and leading the firm's marketing and fundraising strategy across the North American region. The individual will be responsible for overseeing and executing a regional coverage and engagement strategy across the United States and Canadian markets. They will be responsible for ensuring institutional investor and family office market awareness and interaction, by direct representation and through various market forum and industry conferences. The individual will maintain authority and accountability for all investor and market engagements in the region. They will participate in the success across a range of firm initiatives across its global office network and across its various strategic as well as fund or investment mandate initiatives. They will be an integral member of the firm's North American leadership team. This role involves providing engaging with the US and Canadian institutional investor community, developing and executing a market coverage and fundraising campaign, drafting marketing collateral, managing existing as well as new investor engagements as well as other market stakeholders such as O-CIOs and investment consultants. As a Principal/Partner, the role is primarily accountable for marketing and capital raising activities in the American and Canadian investors, while also acting as a driving force for ideas and strategic input at executive level and globally. Key Responsibilities Relationship Management • Cultivating and maintaining strong relationships with institutional investors, investment consultants, wealth managers, banks, family offices and other stakeholders. Serving as a primary point of contact for investor inquiries and feedback., • Serve as the main point of contact for institutional investors, analysts and responding to inquiries and managing relationships., • Develop and execute comprehensive IR strategies to attract new investors, maintain existing investor confidence, and ensure consistent, compelling messaging aligned with corporate goals., • Coordinate and prepare materials for quarterly earnings calls and annual reports, including press releases, presentations, Q&As, and briefings for senior management., • Identifying potential capital sources and leading fundraising initiatives by preparing compelling investment materials like pitch decks and offering memorandums., • Developing and executing investor communication strategies, coordinating meetings, conferences, roadshows, and other engagement events. This also includes creating client reports and marketing materials., • Analyzing financial results, industry trends, and peer benchmarking data to provide insights to senior management., • MBA or an advanced degree from a leading university., • Professional certification (CFA, CAIA, other) preferred., • Minimum 15 years of experience working in the financial industry with an industry leading investment firm, a placement agent, or in a Tier-1 global investment bank., • Proven track record of capital raising with institutional investors, with strong preference for experience in private markets fundraising., • Strong command of industry best practices and legal and regulatory compliance standards., • Deep knowledge of relevant national laws and regulations., • Excellent communication, negotiation and leadership skills., • Exceptional written and verbal communication and presentation skills, with the ability to convey complex information clearly and concisely., • Impeccable ethics and the ability to handle confidential information with discretion., • Strong interpersonal skills to build and maintain positive, trusting relationships with a diverse range of internal and external stakeholders., • Ability to think strategically, anticipate investor needs, and align IR activities with the company's long-term objectives., • Excellent organizational skills and attention to detail, with the ability to manage multiple projects and meet tight deadlines in a fast-paced environment., • Language skills or international professional experience are preferred attributes.

Job Description About Uniqus Uniqus is a tech-enabled global platform that focuses on Finance, Risk & Sustainability domains. We leverage global talent through an optimized onsite-offshore cloud delivery model and specialize in areas like accounting, finance operations, governance, risk, Tech, sustainability & climate consulting. Supported by proprietary tech assets and free from auditor independence conflicts, we deliver seamless, end-to-end solutions. Our people are core to our success! Accounting & Reporting Consulting Our Accounting & Reporting Consulting (ARC) practice is designed to partner with the finance function as an extension of your team. Our global talent pool has deep functional and technology expertise for the finance function. We provide the technical know-how, skills, technology, and bandwidth that allow you to maneuver the challenges in real-time without adding additional manpower costs within the organization. We bring in a rich understanding of multi-geographical accounting frameworks such as U.S. GAAP, IFRS, Ind AS and other country-specific regulations. Sustainability & Climate Consulting Our SSC practice is built on the rich practical experience of Sustain Plus that rolled- up into Uniqus as a part of our formation. We provide end-to-end services in the areas of Sustainability, Climate Action, and Corporate Responsibility. We endeavor to guide sustainable transformation in business and society at large, with the vision to shape a more balanced planet for the coming generations. Tech Consulting Technology is transforming organizations by enabling enhanced management, monitoring, and improvement of business operations. Digitization has generated vast amounts of data, and emerging technologies like AI offer significant opportunities. However, these advancements bring challenges, including fragmented systems, data quality issues, and increasing cyber risks. AI adoption adds layers of governance complexity. Our tech consulting approach addresses business problems holistically by integrating expertise in finance, risk, and sustainability with advanced technological capabilities. We harness the power of human expertise combined with data, AI, and algorithms, ensuring solutions prioritize security, privacy, and governance. Technology integration: Our purpose is to integrate consulting & technology. This gives our talent a unique multi-disciplinary experience. Our cloud delivery model envisages talent to work across national boundaries remotely and seamlessly. We believe that both our clients and our people benefit from our truly global approach. Requirements Senior Manager – Accounting Advisory We’re seeking a dynamic and highly skilled Senior Manager to join our fast-growing advisory team. This role is ideal for professionals who bring deep expertise in US GAAP technical accounting, global delivery operations, and strategic client advisory. You’ll lead high-impact client engagements, guide global teams, and drive innovation in service delivery — all while playing a key role in expanding client relationships and building our firm’s future. What you might expect: · Lead Technical Accounting Engagements Deliver expert guidance on US GAAP standards (ASC 606, 842, 805, 480, 815), help clients navigate complex transactions, and support adoption of new standards. · Oversee Global Delivery Operations Optimize collaboration with offshore teams, ensuring quality, efficiency, and alignment through strong SLAs and performance metrics. · Drive Business Development Identify new client opportunities, craft winning proposals, and serve as a trusted advisor to expand and strengthen relationships. · Advise on Financial Reporting & Transactions Oversee US GAAP and SEC-compliant financial statements, support M&A and restructuring efforts, and prepare clients for audits and regulatory reviews. · Strengthen Internal Controls & Risk Management Design and evaluate ICFR frameworks, conduct risk assessments, and recommend improvements to enhance compliance. · Lead & Grow Global Teams Mentor cross-functional teams, champion knowledge sharing, and cultivate a high-performance, collaborative culture. Who you are: · Experienced Expert: You bring 10+ years in public accounting with strong specialization in US GAAP advisory. At least 5 of those years have been spent in a senior management role. · Certified Professional: CPA is mandatory. Additional certifications like CFA, CIA, or CISA are a plus. · Global Mindset: You’re well-versed in managing global teams and understand the dynamics of cross-border collaboration. · Business Builder: You have a proven record of identifying growth opportunities and delivering value to clients. · Strong Communicator: You possess exceptional interpersonal and leadership skills, and you’re passionate about building relationships — internally and externally. · Change Driver: You thrive in evolving environments and have the vision to improve processes and the discipline to execute them. BenefitsUniqus is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experience, and qualifications. The good-faith estimated base salary range for this position is: $_ - $. In addition to the base compensation, Uniqus offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.

Job DescriptionSupporting portfolio optimization and analytics within the investments team. Responsibilities: • Develop quantitative fixed income and multisector tools and frameworks and directly contribute to asset allocation decisions., • Present effective investment and correlated portfolio risks within an enterprise-wide risk and capital modelling framework, • Improve and enrich the quantitative fixed income analytical tools related to asset allocation and portfolio optimization, • Provide quantitative assessment of relative value investment opportunities across market sectors and major risk drivers, • Support the modelling and extension of existing risk and asset allocation frameworks Requirements: • Proven academic success with a degree in a numeric discipline such as finance, mathematics, economics, quantitative analytics, or statistics., • Exposure to fixed income products, bond math, and an interest to deepen this knowledge is required, • Broad knowledge across Investment Grade, High Yield, and Alternative Investment products as well as an understanding of additional asset classes is desired. This experience may come from a combination of academic, job-related, and/or professional certifications (e.g. CFA, FRM), • Comfortable programming one or more of the following data reporting and display languages and tools is required: Python, SQL, Matlab/R, VBA, PowerBI, Tableau For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

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

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

Job Description Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY. Reporting directly to the COO, this key role is responsible for the integrity and evolution of the firm’s performance reporting, risk analytics, and attribution frameworks. The Manager will act as a strategic bridge between the investment team and client services, providing sophisticated data simulations and ensuring global compliance standards (GIPS). This is a rare opportunity to join a stable, prestigious firm known for its high professionalism, intellectual curiosity, and elite employee perks. Job Responsibilities • Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis., • Risk Analytics: Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting., • Compliance & GIPS: Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance., • Investment Support: Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team., • Client Service Analytics: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors., • System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows., • Bachelor’s degree in Finance, Business, or Computer Science is required., • Technical or programming background (Python/SQL) is highly preferred., • CIPM or CFA designation is a significant advantage.Experience, • Minimum of five (5) to ten (10) years of relevant experience in Investment Management., • Extensive experience with Global Equities and long-term investment strategies., • Deep expertise in GIPS and SEC reporting standards.Technical Skills, • FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables., • Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled., • Comprehensive health, vision, and dental insurance plans, • Life insurance coverage, • 401(k) retirement plan with company matching contributions, • Paid time off including vacation, sick leave, and holidays, • Opportunities for career growth and advancement