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

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

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

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

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

Job DescriptionCompany Description VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. Our unique combination of content, technology and services enriches the cultural fabric, igniting passions, sparking conversations, and connecting people to what they love most. As an independent, publicly traded company, VERSANT brings together powerhouse cable networks - including USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY, and Golf Channel - with dynamic digital and direct-to-consumer brands such as Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. Together, these businesses reflect our commitment to delivering exceptional experiences across every screen and service. VERSANT is an industry-changing media company fueled by innovation and an entrepreneurial spirit. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world. Job Description Overview This role serves as a key finance partner supporting the growth and performance of CNBC and MS NOW’s Direct-to-Consumer (DTC) businesses. These are high-profile, growth businesses that are strategically important to Versant’s long-term strategy. The position will work cross-functionally with Analytics, Marketing, and Operations partners to provide financial insights, support strategic decision-making, and help drive business performance. This individual will play a central role in developing and owning subscription revenue forecasts, enhancing visibility into subscriber behavior and key performance drivers, and improving forecasting rigor. The role is critical to enabling data-driven decision-making and optimizing growth across the DTC business. The position will report to the Director of Finance, News, and responsibilities will include, but are not limited to, the following: Key Responsibilites • Manage revenue and expense forecasting across annual budgets, long-range strategic plans, and in-year financial estimates, • Design scalable dashboards/tools for performance tracking and identify risks and opportunities, • Develop deep understanding of subscriber funnels and key metrics (acquisition, churn, LTV, ARPU) to drive strategic initiatives, identify cost savings opportunities and support key business initiatives, • Develop strong relationships with cross-functional partners, including Marketing, Analytics, Operations, HR, and Controllership, providing investment and pricing decision supportQualifications Qualifications • Bachelor’s degree in Finance, Accounting or related field, • 4+ years of experience in progressive Operational Finance or Financial Planning and Analysis roles, • Strong analytical and modeling skills, • Strong communication skills with the ability to partner cross-functionally, present succinctly to executives and stakeholders at all levels Desired Characteristics • Experience with large, complex data sets and data manipulation using SQL/Python, • Experience with financial systems (e.g., SAP) and data visualization tools (Tableau, PowerBI), • Experience in media and/or consumer subscription businesses, • Analytical mindset, curiosity, and initiative; expertise in leveraging and analyzing financial data to drive strategic decision making, • Advanced credentials (MBA, CFA, CFI certification), • Demonstrated ability to deliver on multiple assignments, meet tight deadlines, work independently, and be effective and decisive under pressure., • Ability to adapt and work well in a fast-paced, results-oriented and rapidly changing environment., • Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on business need. This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks., • Salary Range: - $85,000-$110,000 (bonus eligible) Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to . VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Bachelor's Degree in Finance, Economics, Accounting, or similar discipline (CFA and/or CPA a plus).

Job Description Reporting to the Head of M&A, this job involves assisting in the coordination of all aspects of acquisition projects to include collecting, compiling, organizing and analyzing quantitative data to develop statistically relevant information for calculating risk, reserve evaluations, and pricing for insurance-based acquisitions. Essential Functions Logistics and Technical Coordination • Understands the overall process of an acquisition from the initial opportunity through the transition/migration., • Reviews quantitative data to spot trends as it relates to Acquisitions., • Participates in deal activities such as file reviews, financial review, pricing and reporting., • Identifies required resources in conjunction with abilities across all departmental acquisition activities., • Travels for due diligence activities as needed., • Assists with integration planning and execution of new business., • Coordinates with and supports departmental leads., • Provides support for maintaining and updating the Acquisition Framework in electronic format for all aspects of a deal. Knowledge Management and Reporting • Develop an understanding of RiverStone culture, exhibit key behaviors and contribute to ongoing team growth and improvement., • Help coordinate additional analysis and input from other departments as required., • Support Acquisition Team’s internal and external reporting needs., • Attend Team meetings; coordinate, set up and scribe meetings as necessary., • Assist with Continuous Development process for Acquisitions and Framework activities., • Present results to others, such as senior managers and associates, • Maintain accurate reports on all work, • Help to on-board transactions monitor portfolio performance post-completion Required Skills • Strong verbal and written communication skills, • Excellent interpersonal skills, • Critical thinking and analytical skills, • Self-starter, motivated and able to quickly grasp new concepts, • Organizational skills – ability to multi-task and attention to detail, • Skilled at working with Microsoft Office Suite including Excel Experience Applicable experience in relevant disciplines such as Accounting, Actuary, Statistics, Operations and/or P&C Insurance. Required Education Bachelor’s degree Preferred Education or Certification Advanced degree (MBA/MS) or professional designation (CPA, CFA) required.

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

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

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

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

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

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

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

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

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

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in financial analysis, financial modeling, forecasting, financial statement analysis, budgeting, variance analysis, and structured finance workflow review. This role supports current and upcoming remote consulting opportunities focused on financial model review, forecast assessment, budgeting workflows, variance analysis, statement review, finance deliverable evaluation, and high-quality project execution. Selected professionals will apply their finance expertise to review realistic financial scenarios, evaluate analytical outputs, prepare structured written feedback, and support accurate, evidence-based finance workflow tasks. Key Responsibilities Professionals in this role may contribute to: Financial Modeling & Forecasting Review • Review scenarios involving financial models, forecasts, operating plans, revenue projections, expense planning, and business assumptions, • Evaluate financial outputs against source data, model logic, business drivers, and documented review criteria, • Support structured review of Excel models, forecast files, KPI summaries, planning materials, and management finance outputs, • Review materials involving income statements, balance sheets, cash flow statements, management reports, and business performance summaries, • Evaluate financial statement analysis for accuracy, clarity, completeness, and alignment with underlying data, • Support structured review of ratios, trends, profitability analysis, cash flow interpretation, and business performance commentary, • Review scenarios involving budgeting, budget-to-actual analysis, variance explanations, department planning, and recurring finance workflows, • Evaluate variance analysis against financial records, business context, operating assumptions, and expected reporting standards, • Provide structured feedback on finance outputs, model quality, analytical reasoning, and communication clarity Strong candidates may have: • Professional experience in financial analysis, FP&A, corporate finance, accounting, investment analysis, business analysis, strategic finance, or related finance roles, • Background in one or more areas such as financial modeling, forecasting, financial statement analysis, budgeting, variance analysis, KPI reporting, or management reporting, • Familiarity with finance workflows involving models, budgets, forecasts, variance bridges, financial statements, dashboards, and executive finance summaries, • Comfort reading and preparing finance artifacts such as Excel models, budget files, forecast packs, management reports, variance analyses, and financial summaries, • Strong written communication skills, • A degree or professional background in finance, accounting, economics, business administration, mathematics, statistics, or a related analytical field is helpful, • CFA progress, CPA progress, MBA, FP&A experience, or equivalent finance training is highly relevant, • Experience in corporate finance, FP&A, investment analysis, accounting, consulting, banking, startups, SaaS finance, or business analytics environments, • Familiarity with Excel, Google Sheets, Power BI, Tableau, SQL, financial planning systems, ERP systems, or dashboarding tools, • Experience preparing or reviewing financial models, forecasts, budgets, variance reports, KPI dashboards, financial statement analyses, or executive finance materials, • Apply financial analysis expertise to structured remote project work, • Contribute to high-quality finance model review, forecasting assessment, budgeting analysis, and variance evaluation, • Work on flexible assignments aligned with your finance background, • Use your analytical judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $75–$110 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 DescriptionAbout Us We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — people who are fluent in markets, comfortable in Python, and credible in front of sophisticated allocators. The Role As a Senior Client Portfolio Manager (CPM), you’ll translate quantitative insights into client outcomes and answers. You’ll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role where you’ll be trusted to: • Engage directly with clients/advisors as an ambassador of the SMA platform., • Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on., • Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards)., • Collaborate with research and engineering teams to translate client needs into features and workflow improvements., • Proactively monitor accounts for opportunities: tax-loss harvesting, transitions, customization, compliance with restrictions. What We're Looking For • 3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility., • Strong command of equity markets, factor risk, and tax-aware investing., • Hands-on Python skills — you don’t need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers., • Ability to context-switch between technical deep dives and client-ready narratives., • Proven record of earning trust with sophisticated clients/advisors., • CFA charterholder, or equivalent advanced credential preferred. Why Join • Impact: Help define the future of tax-aware SMAs., • Exposure: Work alongside leading investment, quant, and fintech professionals., • Growth: Rapid career trajectory in a high-visibility, high-growth business.

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

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

Job Description Maiden Home is growing a team of forward-thinking individuals who possess unique strengths and perspectives, an innate ability to inspire their colleagues, and an eagerness to reimagine the world of luxury furnishings. We’re hiring a Vice President of Finance to build and lead Maiden Home’s Finance organization during this next phase of growth. This leader will report directly to the Founder & CEO, build a best-in-class Finance engine, and help drive high levels of financial decision-making across the company. This role is ideal for a leader who has a strong player-coach mentality. We’re looking for someone to be hands on in setting up proper financials, systems, and processes, and eventually hire a high-performing team to bring it to scale. Our ideal candidate has a deep understanding of the consumer goods sector and can balance luxury-level service with disciplined, profitable growth. This is a unique opportunity to join a brand that is primed for its next stage of growth–with a proven competitive advantage in its ability to attract, motivate and retain top talent across a range of disciplines. At Maiden Home, you’ll find a workspace that encourages innovation, creative expression, and teamwork, and your experience will be shaped by your performance, contributions, and drive. This role is located at our New York headquarters, located in the TriBeCa design district, where we work together 5 days a week in office. What You’ll Do: Lead Financial Strategy & Executive Partnership • Translate strategic priorities into clear financial plans, targets, and operating metrics., • Establish an executive operating cadence: weekly KPI reporting, monthly performance reviews, quarterly planning, and board/investor-ready materials (as needed)., • Serve as a thought partner to the CEO and leadership team on growth strategy, profitability, and capital allocation.Own FP&A: Forecasting, Planning, and Performance Management, • Build and run a driver-based FP&A function across revenue, margin, opex, and cash., • Develop monthly and weekly forecasting tied to demand signals (traffic, leads, conversion, AOV), capacity, lead times, and delivery performance., • Create dashboards and insights that connect brand investments (marketing, showrooms, service) to outcomes (profitability, growth, NPS).Made-to-Order Working Capital, Deposits, and Cash Discipline, • Build cash forecasting and liquidity planning suited to a made-to-order model (customer deposits, production timing, vendor payment terms, WIP)., • Partner with Ops/Supply Chain to model capacity planning, lead times, and supplier constraints—connecting demand planning to production planning., • Improve working capital through better forecasting, tighter deposit/WIP visibility, and vendor/production economics—without compromising service.Accounting, Accounts Payable, and Tax, • Oversee the monthly, quarterly, and annual close process with accuracy and timeliness, • Maintain GAAP-compliant financial statements and ensure technical accounting is current, • Establish and enforce internal controls and financial policies, • Oversee and scale the full AP function, including vendor onboarding, invoice processing, and payment runs, • Oversight of expense management and employee reimbursement policies, • Manage vendor terms and negotiate payment terms to optimize working capital, • Oversee sales and use tax compliance across all states where the company has nexus, • Ensure accurate and timely filing of all tax returns (income, sales, property, payroll), • Support tax planning and structuring strategies to minimize effective tax rate, • Stay current on tax law changes that affect the business (e.g., tariff impacts on imported goods)Systems, Data, and Scalability, • Over time, propose and upgrade finance systems and tooling as needed (ERP enhancements, planning tools, BI), ensuring a single source of truth., • Define core data models and KPI definitions across the business (revenue, margin, lead time, on-time delivery, cancellations).Team Leadership, • Design, build and lead a high-performing finance organization., • Provide leadership by setting clear priorities, providing regular feedback and coaching, and holding the standards for performance high., • Address performance clearly and decisively, championing a culture of excellence over comfort., • Coach leaders across the organization and raise the bar on financial rigo and business acumen. Qualifications:, • Bachelor's degree in Finance, Accounting, or Economics; CPA or CFA is a strong plus, • 12+ years of progressive finance experience, with at least 3 years in a senior leadership role at a high-growth consumer, retail, luxury, D2C, or consumer goods company., • Proven track record building and scaling a finance function (FP&A + Accounting + reporting) from lean team to multi-level org, including hiring, developing, and performance-managing top talent., • Player-coach leadership style: comfortable owning work directly while designing systems/processes and coaching others., • Demonstrated ability to serve as a strategic thought partner to CEO/leadership team on growth strategy, profitability, capital allocation, and resource prioritization., • Experience establishing an executive operating cadence (weekly KPI reporting, monthly business reviews, quarterly planning) and producing board/investor-ready materials., • Deep expertise building driver-based FP&A (revenue, gross margin, opex, cash) with clear operating metrics and accountability., • Strong background in cash forecasting, liquidity planning, and working capital optimization, ideally in models involving customer deposits, long lead times, WIP, and supplier payment terms., • History of improving working capital and operational economics without degrading customer experience., • Working knowledge of GAAP, month-end close management, and audit readiness., • Experience strengthening internal controls, policies, accrual discipline, and data integrity as the business scales., • Familiarity with sales tax considerations and revenue recognition nuances relevant to consumer goods (e.g., deposits, delivery timing, multi-channel revenue)., • Experience upgrading or implementing finance tooling (ERP improvements, planning tools, BI/reporting)., • High bar for rigor and clarity: sets priorities, drives accountability, and communicates decisively in ambiguous, fast-changing environments., • Strong coaching and influence skills—able to raise financial acumen across non-finance leaders and embed disciplined decision-making company-wide. Estimated Salary: $250 - $320K plus equity Powered by JazzHR AR5qOVFGX8

Job DescriptionCompany Description VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. Our unique combination of content, technology and services enriches the cultural fabric, igniting passions, sparking conversations, and connecting people to what they love most. As an independent, publicly traded company, VERSANT brings together powerhouse cable networks - including USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY, and Golf Channel - with dynamic digital and direct-to-consumer brands such as Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. Together, these businesses reflect our commitment to delivering exceptional experiences across every screen and service. VERSANT is an industry-changing media company fueled by innovation and an entrepreneurial spirit. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world. Job Description CNBC is looking for a sharp, insightful senior equity analyst who can uncover compelling investment ideas and write or explain them on air with clarity and authority. This person will: • Identify opportunities through deep research, rigorous analysis of company financials and market trends, and conversations with leading analysts and investors., • They should have no qualms about reaching out to C-suite executives or reporting on the ground to gather insights firsthand., • The ideal candidate is fluent in balance sheets, income statements, and valuation metrics, and can recognize when changes in these figures may signal a shift in a company’s prospects., • They will be well-sourced among Wall Street professionals and skilled at turning those relationships into actionable insights and fresh perspectives. At CNBC Headquarters in Englewood Cliffs, NJ, you’ll have access to great perks and amenities: • Sweat it out -- Free onsite fitness center with state-of-the-art equipment, plus daily group classes, • Eat up -- Gourmet cafeteria with daily specials plus soup and salad bars, • Extras -- Dry cleaning, shoe shining and sneak peeks, • 5+ years of writing similar content at another major publication, • A passion for investing and uncovering new trends on Wall Street., • Strong journalistic writing and research skills., • The ability to work effectively in a high-intensity environment, often under tight deadline pressures., • Clips of well researched investment ideas that went on to be successful, • Established relationships with Wall Street investors and analysts, • Deep understanding of company fundamentals, • Past experience analyzing companies, • MBA and/or CFA credential, • Must have unrestricted work authorization to work in the United States, • Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to . VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job Description About JWX (former JWP Connatix): JWX's mission is to provide technology that empowers media businesses to connect their content with consumers across every platform. We help publishers transform content into multi-format experiences, reach audiences wherever attention moves, and strengthen monetization in a fragmented landscape. As part of the broader ecosystem, JWX also supports streaming companies and advertisers with solutions built for how modern media is distributed and consumed. • Our video players are embedded directly on publisher sites, including Accuweather, Axel Springer, Dotdash Meredith, McClatchy, Penske Media Co., and more., • We work with leading brands and agencies including American Express, Citi, Dentsu, Mars, UM, and more helping them target ads against our publishers' video content., • Own and maintain JWX's fully integrated 3-statement financial model (income statement, balance sheet, cash flow statement), including scenario and sensitivity analyses, • Build complex financial models from scratch to support strategic decisions, M&A activity, capital planning, and pricing analysis, • Perform deep-dive variance analysis versus budget and prior periods; surface actionable findings to senior leadership, • Proactively identify trends, risks, and opportunities in financial dataBoard & Executive Reporting, • Strongly support the preparation of board-level presentations and management decks in PowerPoint, ensuring accuracy, visual clarity, and executive-appropriate storytelling, • Own the weekly, monthly, and quarterly reporting package for assigned business areas and investors, • Assist in preparing materials for lenders, investors, or board members as neededFP&A & Business Partnering, • Strongly support the annual budgeting and quarterly forecasting process for assigned business areas, • Serve as strategic finance partner to department heads—proactively flagging risks and opportunities, not just reporting on them, • Collaborate cross-functionally with accounting, HR, and operations on planning and close activities, • Drive process improvements in financial reporting, planning tools, and workflows, • Own and administer JWX's travel budgeting and spending approval processStrategic Initiatives, • Support strategic initiatives including business cases, scenario modeling, and M&A-related analysis (due diligence, integration planning)Qualifications & Experience, • Bachelor's degree in Finance, Accounting, Economics, or related field, • 3–6 years of progressive financial analysis experience, with meaningful time in a corporate FP&A or business finance role, • Strong Excel skills with proven ability to build fully integrated 3-statement models from scratch, • Strong PowerPoint skills with demonstrated experience producing polished, board-quality presentations, • Hands-on experience with ERP and/or FP&A platforms (NetSuite, Workday, Adaptive, Anaplan, or similar), • Track record of working directly with senior leaders and communicating financial analysis clearly to non-finance stakeholdersKey Competencies, • Strong business partnering instinct builds credibility with non-finance stakeholders quickly, • Ability to synthesize complexity into clear, actionable recommendations, • Proactive and intellectually curious—doesn't wait to be asked, • High ownership mentality; operates well without heavy direction, • Excellent written and verbal communication skills, • Comfortable navigating ambiguity in fast-moving or scaling environments, • Startup mentality—willing to roll up sleeves, wear multiple hats, and build or improve processes where none existNice to Have, • CFA, CPA, or MBA, • Experience supporting M&A activity, integration planning, or due diligence, • Exposure to international operations (multi-entity, multi-currency, intercompany eliminations) JWX LinkedIn Instagram X We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, and/or disability status.

Job DescriptionCompany Description VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. Our unique combination of content, technology and services enriches the cultural fabric, igniting passions, sparking conversations, and connecting people to what they love most. As an independent, publicly traded company, VERSANT brings together powerhouse cable networks - including USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY, and Golf Channel - with dynamic digital and direct-to-consumer brands such as Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. Together, these businesses reflect our commitment to delivering exceptional experiences across every screen and service. VERSANT is an industry-changing media company fueled by innovation and an entrepreneurial spirit. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world. Job Description Responsibilities: Responsibilities include, but are not limited to: • Oversee the controllership activities for corporate and centralized headquarters functions., • Oversee that all transactions are recorded, documented, reviewed and supported in accordance with company policies, generally accepted accounting principles and SOX controls., • Partner as trusted advisor to the finance organization on issues concerning reporting and controls, and assist with the formulation of financial and operational policy matters., • Participate in monthly/quarterly closing processes to ensure accuracy and timeliness in financial information. Lead financial statement reviews for corporate and centralized headquarters functions (i.e. Balance Sheet, Income Statement and Cash Flows), and oversee preparation and review of relevant schedules to support external disclosure., • Review monthly journal entries and account reconciliations, ensure all necessary required adjustments and true ups are reflected in the ledger accurately and timely., • Responsible for key controllership processes related to compensation and benefits, treasury and other headquarters, collaborating with business and technical accounting teams to assess the impacts of new transactions., • Assess control environment through review of control activities; identify and concentrate on improvement opportunities in key, high risk areas., • Ensure that operational and design effectiveness of internal controls over financial reporting is maintained and support Sarbanes-Oxley (SOX) compliance., • Manage both external and internal audits for corporate accounting., • Ensure the accurate and timely preparation and delivery of all regular and ad hoc management reports., • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results, • Collaborate with controllership team and IT on reporting system enhancementsQualifications, • Bachelor’s degree in Accounting, Finance, or a related field, and a minimum of 12 years of progressive experience in financial reporting, accounting, or audit, or an equivalent combination of education and experience, • CPA or CFA preferred., • Strong knowledge of SEC regulations, U.S. GAAP, IFRS (if applicable), and SOX compliance., • Experience working in a publicly traded company or a Big 4 accounting firm is preferred., • Exceptional analytical, leadership, and communication skills., • Ability to collaborate and influence across multiple levels of the organization., • High attention to detail and a commitment to accuracy and transparency., • Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on Manager discussion or business need., • Salary range: $160,000 - $200,000 (bonus and long-term incentive eligible) Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to . VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations, the Associate Director of Investor Relations will play a key execution role across the firm's capital formation and LP engagement activities. This is a high-impact position with meaningful LP exposure, ownership of core IR workstreams and the opportunity to work directly with firm leadership on strategic initiatives. The role is ideal for a strong performer ready to step up into broader responsibility and deepen their LP coverage footprint. FUNDRAISING EXECUTION Work alongside the Head of Investor Relations and senior IR team to execute fundraising campaigns across flagship funds, co-investment vehicles and GP-led secondaries, contributing to market analysis, investor targeting and campaign planning. Lead the production of institutional-quality fundraising materials including PPM, DDQ, pitch decks, VDR content and track record analytics. Coordinate with Finance, Legal, Investment and Impact teams to ensure accuracy, consistency and timeliness. Support legal and structural workstreams alongside external counsel and service providers through the fund formation and launch process. Represent ARCHIMED at investor conferences, industry events and LP meetings alongside senior team members, and develop into an articulate external voice for the firm's strategy, performance and impact story. Manage a growing book of LP relationships across geographies and channels (sovereigns, pensions, insurers, endowments, foundations, fund of funds, family offices, consultants). Identify and help cultivate new prospects to expand the firm's investor base. Support roadshow execution including scheduling, materials, meeting preparation, follow-ups and pipeline tracking in the CRM. IR OPERATIONS Run core IR operational workstreams including quarterly and annual fund and co-investment reporting, working closely with Finance, Impact and Investment Teams. Own day-to-day LP servicing including information requests, DDQ updates, capital call and distribution communications, secondary transfers and bespoke LP requests, escalating to senior IR team members as appropriate. Help plan and execute the Investor AGM and other LP events alongside the Communications team, taking ownership of defined workstreams end to end. Contribute to the continuous improvement of IR systems, processes and reporting standards as the platform scales. CO-INVESTMENTS, GP-LED SECONDARIES & STRATEGIC VEHICLES Support the co-investment program with existing LPs and new institutional investors, partnering with deal teams to package and syndicate opportunities. Contribute to the execution of GP-led secondaries, continuation vehicles and other bespoke capital solutions, taking ownership of defined workstreams alongside senior IR and deal team members. Requirements • 6 to 9 years of relevant experience in investor relations, fundraising, LP coverage, placement or related roles within private equity, investment banking or alternative asset management., • Developing network of institutional LP relationships with demonstrated ability to manage LP interactions with increasing autonomy., • Strong financial acumen. Working fluency with fund structuring, LPA terms, performance metrics (gross and net IRR, TVPI, DPI, PME) and portfolio analytics., • Solid understanding of market practice, fund terms and the competitive landscape in private equity. Healthcare sector knowledge a plus., • Excellent written and verbal communication. Able to translate complex investment theses, industry dynamics and deal structures into clear, factual narratives for sophisticated LP audiences., • Highly organized with the ability to manage multiple workstreams in parallel, drive projects to completion and deliver under pressure without sacrificing quality., • Advanced Excel and PowerPoint skills. Familiarity with IR CRM systems (Dynamo, Backstop, Altvia or similar) preferred., • Higher education degree in finance, economics or business administration. CFA or MBA a plus., • Entrepreneurial mindset and genuine interest in helping build the IR function as the firm grows., • Embodies ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust.

Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages $11 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations, the Director of Investor Relations will play a leadership role in the strategic direction and execution of ARCHIMED's global capital formation and LP engagement efforts. This is a senior, high-visibility position with direct exposure to the firm's Partners and leadership, significant LP-facing responsibility and ownership of material components of the IR function. FUNDRAISING LEADERSHIP Partner with the Head of Investor Relations and firm leadership to shape fundraising strategy across flagship funds, co-investment vehicles and GP-led secondaries, including market positioning, investor segmentation and campaign sequencing. Own the end-to-end production of institutional-quality fundraising materials (PPM, DDQ, pitch decks, VDR, track record analytics) and manage the legal and structural workstreams alongside external counsel and service providers. Serve as a senior external voice for the firm. Represent ARCHIMED at investor conferences, industry events and LP meetings, and articulate the firm's strategy, performance and impact thesis with credibility and precision. Build, deepen and independently manage a portfolio of global LP relationships across sovereign wealth funds, pension plans, insurance companies, endowments, foundations, fund of funds, family offices and consultants. Identify and cultivate new pools of capital to support the firm's growth trajectory. Lead select roadshows, drive pipeline development and hold direct accountability for LP commitments and conversion metrics. IR FUNCTION OWNERSHIP Oversee the operation of the firm's IR program, including quarterly and annual fund and co-investment reporting in partnership with Finance, Impact and Investment Teams. Own LP servicing including capital calls, distributions, information requests, secondary transfers and bespoke LP workstreams, and establish the standards and playbooks that scale with AUM growth. Lead the planning and delivery of the Investor AGM and other flagship LP events in close coordination with the Communications team. Mentor and develop junior IR team members and contribute to the build-out of the function as the platform grows. CO-INVESTMENTS, GP-LED SECONDARIES AND STRATEGIC VEHICLES Drive the firm's co-investment program with existing LPs and the broader institutional community, working alongside deal teams to syndicate opportunities efficiently and on favorable terms. Contribute to the strategic evolution of ARCHIMED's fund platform by structuring and leading GP-led secondaries, continuation vehicles and other bespoke capital solutions where appropriate. Requirements • Senior IR professional with approximately 10 to 15 years of relevant experience in investor relations, fundraising or LP coverage within private equity or alternative asset management. Prior experience raising institutional capital at scale is essential., • Established network of institutional LP relationships across multiple geographies, with a demonstrated ability to manage complex relationships independently and convert dialogue into commitments., • Strong financial acumen. Fluency with fund structuring, LPA terms, performance metrics (gross and net IRR, TVPI, DPI, PME), portfolio analytics and the quantitative diligence expected by sophisticated LPs., • Deep knowledge of market practice, fund terms, fee structures and the competitive landscape in healthcare and broader PE., • Exceptional communicator. Able to translate complex investment theses, industry dynamics and deal structures into clear, factual narratives for the most sophisticated audiences., • Commercial mindset and entrepreneurial orientation. Capable of identifying new market opportunities, new channels and new product formats to expand AUM., • Proven ability to operate in a fast-paced environment, manage competing priorities and deliver under pressure without sacrificing quality., • Advanced Excel and PowerPoint skills. Fluency with IR CRM systems (Dynamo, Backstop, Altvia or similar) preferred., • Higher education degree in finance, economics or business administration. CFA or MBA a plus., • Health, Vision and Dental premiums covered 100% by ARCHIMED, • Carried Interest, • August Summer Shutdown, • Winter Shutdown (Christmas - New Years), • Monthly Commute Stipend, • more

Job Description Job Title: Credit Management Analyst, Credit Management Job Description: ICBC-USA maintains a highly diversified loan portfolio, including corporate, financial institutions, and commercial real estate. The incumbent is expected to play an important role in the overall quality surveillance of both the portfolio and credit adjudication process. Reporting to the Deputy Head of Credit, the incumbent is tasked primarily with monitoring the quality of the Bank’s loan portfolio and adjudication. Expert knowledge of credit principles, loan system administration, regulatory requirements (e.g. leveraged lending) and industry trends is essential. Supervisory responsibilities may be assigned as required. Responsibilities: • Manage portfolio intelligence and credit related MIS (Bank’s proprietary system), including portfolio analysis and periodic reporting., • Act as a secondary support on Bank system administration to effectively apply skills and knowledge to strengthen the loan systems operations and communicate with other core system teams by being proactive in recommending remediation actions to identify weakness in system design and operation., • Conversant on the loan system and handle user inquiry and requests efficiently., • Timeliness and accurateness in setting up and maintaining the required parameter and the user manual for the system and user operations., • Actively manage the quality of credit underwriting through continuous monitoring/reviewing of loan activities, such as proposals, analysis and approval., • Coordinate with Risk Management Dept. on certain CECL process (data upload, scenario run, etc.) as an ongoing basis for ACL Analysis., • Conduct Stress Test and prepare various loan portfolio monitoring reports to detect early warning signs., • Prepare, monitor, and report the emerging trend, warning signals and other key portfolio movements., • Work with team members to prepare or serves as reviewer on various reports for portfolio monitoring and head office reporting., • Manage credit related policies and procedures., • Expert knowledge of credit products and lending principles., • Strong knowledge of the loan system, reporting and banking operations., • Strong analytical, critical thinking and problem-solving skills., • Advanced knowledge in excel spreadsheet program., • Strong interpersonal, team-work and communication skills, • Bachelor’s degree in Finance, Accounting or quantitative field. Graduate degree highly desired., • 1-5 years of work experiences in the credit function in banks., • Ability to independently develop robust statistical models and perform validation analyses, • Professional designations (e.g. CPA, CFA, FRM or equivalent) a plus., • Fluency in Mandarin Chinese a plus.

Job DescriptionAbout us At RavenPack, we are at the forefront of developing the next generation of generative AI tools for the finance industry and beyond. With 20 years of experience as a leading big data analytics provider for financial services, we empower our clients—including some of the world's most successful hedge funds, banks, and asset managers—to enhance returns, reduce risk, and increase efficiency by integrating public information into their models and workflows. Building on this expertise, we are launching a new suite of GenAI and SaaS services, designed specifically for financial professionals. Join a Company that is Powering the Future of Finance with AI RavenPack has been recognized as the Best Alternative Data Provider by WatersTechnology and has been included in this year’s Top 100 Next Unicorns by Viva Technology. RavenPack has launched Bigdata, our Gen-AI platform tailored for finance, which is already being recognized as the #1 platform for powering financial AI agents. About the Role We’re seeking a Senior Account Executive to join our dynamic New York team and lead strategic sales of RavenPack’s enterprise AI and SaaS solutions, including our groundbreaking Bigdata.com platform. This role is an opportunity to take ownership of a high-impact territory, working with some of the largest and most sophisticated financial institutions in the world. Reporting directly to the Chief Revenue Officer, you will collaborate cross-functionally with Client Success, Data Science, and Product teams to drive business outcomes. Key Responsibilities * Enterprise Sales Execution: Drive full-cycle, consultative sales processes, from prospecting to close, targeting enterprise financial institutions across the Americas. * Strategic Account Growth: Build and manage long-term relationships with key stakeholders across buy-side and sell-side institutions. * Solution Selling: Understand and position complex financial SaaS and API-based offerings as integrated solutions to client problems, not just products. * Cross-Functional Collaboration: Work closely with internal teams to align on product roadmap, feedback loops, and go-to-market strategies. * Forecasting & Pipeline Management: Use CRM and sales tools to maintain accurate records, forecast revenue, and report on progress. * Pricing & Negotiation: Lead pricing discussions and contract negotiations with a strategic mindset and long-term value orientation. * Thought Leadership: Represent RavenPack at key industry events and client briefings as a trusted advisor and expert in financial AI solutions. What You Bring * 7–15 years of enterprise sales experience selling into financial services (asset management, hedge funds, banks). * Proven track record of exceeding $1M+ annual quotas and successfully managing complex sales cycles (6–12+ months). * Deep familiarity with solution selling or consultative sales models. * Experience selling SaaS, APIs, platforms, or enterprise data solutions to technical and business decision-makers. * Strong domain knowledge of financial markets, data infrastructure, and client workflows. * Exceptional communication and executive presence with the ability to influence C-level stakeholders. * Comfortable selling to both technical (e.g., CTO, engineers, product specialists, quant teams) and commercial (e.g., CIO, CFO, CEO, and Portfolio Manager) buyers. * Bachelor’s degree in Business, Finance, Computer Science, Mathematics, or related field. Preferred * Prior experience in a fast-paced startup or scale-up environment. * Exposure to channel partnerships or managed service provider networks. * Advanced degree (MBA, CFA) is a plus. What's in it for You? * Growth Opportunity: Join a rapidly growing company with 180+ team members with offices in New York, Madrid, and Marbella, building AI that truly matters for business and finance. * International Culture: Be part of a diverse, global organization with a truly international culture. * Team of Superstars: Work alongside a talented team of professionals, including Silicon Valley executives and Wall Street veterans. * Work-Life Balance: Enjoy paid vacation, flexible time-off, and a flexible work policy. * Benefits: Access to healthcare insurance and a 401K plan. * Hybrid work arrangement * Equal Opportunity Employer: We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description About the Opportunity The Director of Finance at Liberty Science Center (LSC) will play a pivotal role in steering the financial strategy and operations of a $30+ million organization. This leadership position is responsible for overseeing all financial activities, including budgeting, forecasting, financial reporting, and risk management, to ensure the company’s financial health and sustainability. The Director of Finance will collaborate closely with executive leadership to develop long-term financial plans that support strategic business objectives and drive growth. This role demands a proactive approach to identifying financial opportunities and challenges, implementing best practices, and ensuring compliance with regulatory requirements. Ultimately, the Director of Finance will provide critical insights and guidance that enable informed decision-making and foster a culture of financial discipline across the organization. The Director of Finance will report to the EVP & CFO. IMPORTANT NOTE: To be considered for this role, you must submit a cover letter that is tailored to this specific role and organization. Keep in mind that you'll want to stand out! Responsibilities The responsibilities of the Director of Finance will vary day-to-day and include a wide variety of projects based on the demands of the business; while the list below is not exhuastice, it does represent the essential functions of the role. • Lead the development and execution of comprehensive financial strategies aligned with the company’s goals, • Manage the preparation and analysis of monthly, quarterly, and annual financial statements and reports, • Oversee budgeting processes, including forecasting, variance analysis, and cost control measures, • Ensure compliance with all financial regulations, standards, and internal policies, • Collaborate with senior leaders to evaluate growth opportunities, capital expenditures, and financial risks, • Direct and mentor the finance team to enhance performance, professional development, and operational efficiency, • Coordinate audits and liaise with external auditors to ensure accuracy and transparency in financial reporting, • Implement and maintain robust financial systems and controls to safeguard company assets, • Provide financial insights and recommendations to support strategic planning and business development initiatives, • 6+ years of progressive experience in finance roles, with at least 3 years in a leadership capacity., • Demonstrated experience in budgeting, forecasting, and financial analysis, • Bachelor’s degree in Finance, Accounting, or Business Administration; Master’s degree is a huge plus, • Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or equivalent certification a plus, • Proven track record of leading finance teams through periods of growth or transformation, • Proficiency in financial software and advanced Excel skills, • Familiarity with ERP accounting,finance systems such as Sage Intacct, SAP, Oracle, or similar platforms This is a regular full-time, exempt position. A flexible work schedule or additional work hours may be necessary, to meet the requirements of this job position, which could encompass early morning, evening, or weekend work based on business needs. The Director would work primarily onsite at Liberty Science Center in Jersey City, NJ, but after the training period (~90 days) is over would be able to work remote 1-2 days per week. Physical & Environmental Demands The work environment characteristics described here are representative of those that a Director of Finance would encounter while performing the essential functions of the job in a common office environment. While performing the duties of this job, the employee will be in a standard open office environment with moderate noise level and will be subject to sitting/standing at a laptop/desktop for long periods of time while visually assessing information. This role is frequently required to receive oral and written instructions in English and to clearly communicate in English in person, over the telephone, and via texting and email and while delivering business presentations to a group. LSC may make reasonable accommodations to enable qualified individuals with a disability to perform the essential functions of the job to the extent that LSC may do so without undue hardship. Compensation & Benefits Compensation for this position is commensurate with abilities, education, certifications, and experience but is expected to be in the range of $115,000-$135,000. This position is also benefits and bonus eligible. In addition to compensation for salary, the Director will receive compensation in the form of generous benefits, including, but not limited to: * Medical, dental, life, vision, and pet insurance * 403(b) defined contribution retirement plan with an outstanding employer match * Considerable paid time off, including annual leave, sick leave, and federal holidays * Long-term disability coverage * Flexible spending accounts (pre-tax income for eligible health and/or dependent care expenses) * Commuter benefits (pre-tax income for parking or mass transit expenses) * Free parking * 25% discount in the on-site store * 15% discount in on-site cafeteria * LSC family membership Liberty Science Center is an equal opportunity employer committed to fostering an inclusive and innovative environment with the best qualified employees.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions., • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes, • Strong understanding of DCF, binomial, and option pricing modelling techniques., • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method., • Perform market, industry, and economic research and analyses, • Review and summarize financial, corporate, and legal agreements and other documents, • Write narrative valuation reports and memorandums, • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate, • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus., • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg)., • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm., • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc., • Experience working with Capital IQ., • Highly Proficient in Microsoft Office, especially Excel and Word, • Good understanding of the accounting standards related to financial instruments and valuations is a plus., • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment, • Excellent written, interpersonal, and presentation skills, • Python programming/coding is a plus, • Individuals on the path to obtaining the CFA qualification is a plus. This job description is not an exhaustive list of all responsibilities, and duties may change Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

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

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

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Vice President level candidates. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Responsible for business development, relationship management, transaction structuring, and document negotiation. This will include leading transactions., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity, which may include attending client meetings or performing site visits., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities as designated., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May be responsible for the development and training of credit analysts., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree or equivalent with 7-10 years of experience in lending or a bachelor’s degree or equivalent in business or economics with 7-10 years of related experience, CFA preferred., • Capable of executing client requests and meetings. Contributes to the development of more junior staff., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Strong knowledge of the bank, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Excellent presentation, communication and interpersonal skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

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

Job Description Job Type: Contractor Location: Remote Role DescriptionIf youre a senior MA professional who thrives on rigorous financial analysis, transaction logic, valuation nuance, and clear investment reasoning, this is a unique opportunity to contribute directly to how the next generation of AI systems understand deal-making. Were looking for experienced MA analysts who can evaluate complex acquisition scenarios, identify flawed assumptions, assess strategic rationale, and explain transaction mechanics with precision. Youll challenge advanced language models on domain specific topics to strengthen model reasoning in high-stakes finance contexts.Your Profile • 3+ years of hands-on experience in mergers and acquisitions, investment banking, corporate development, private equity, transaction advisory, or a closely related field., • Significant hands-on work with financial modeling, including DCF analysis, comparable company analysis, precedent transactions, merger models, and accretion/dilution analysis., • Deep knowledge of MA transaction processes, deal structuring, due diligence, valuation methodologies, financing considerations, and strategic rationale., • Strong understanding of financial statements, enterprise value, equity value, working capital, purchase accounting, synergies, tax considerations, and shareholder impact., • Proven experience evaluating complex business combinations, acquisition targets, transaction assumptions, and investment committee-style recommendations., • Demonstrated experience in preparing, reviewing, or advising on transaction materials such as CIMs, management presentations, board materials, diligence reports, or investment memos., • Bachelors degree in Finance, Accounting, Economics, Business, or a related field required; MBA, CFA, CPA, or relevant advanced credential preferred., • Previous experience with AI data training, annotation, or evaluating AI-generated technical content is a strong plus.Key Responsibilities, • Evaluate and refine AI model responses involving MA analysis, valuation, transaction structuring, due diligence, and strategic finance., • Review AI-generated prompts, model outputs, financial reasoning, assumptions, calculations, and written explanations for accuracy and professional quality., • Identify errors in merger models, accretion/dilution logic, enterprise value calculations, purchase accounting, synergy assumptions, and financing structures., • Provide structured feedback that explains why an answer is correct, incomplete, misleading, or analytically unsound., • Design or review challenging MA scenarios that test whether models can reason through real-world transaction complexity., • Shape AI communication standards for finance-related responses, ensuring outputs are clear, precise, appropriately caveated, and suitable for professional users., • Support benchmarking efforts by comparing AI-generated responses against expert-level financial analysis and transaction best practices., • Review and refine AI-generated prompts and responses to improve consistency, factual accuracy, and analytical depth across MA workflows.

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

Job Description By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making. What You'll Do: • Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives, • Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context, • Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors, • Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences, • Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics, • Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members, • Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure, • Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics, • Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms, • Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate, • Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making, • Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects, • Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships, • Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development, • Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time, • Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policiesWhat You'll Bring:, • 6+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm, • Minimum of 4+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements, • Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt, • Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams, • Strong technical accounting background with deep knowledge of GAAP and financial statement analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations, • Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights, • Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment, • Experience mentoring and developing junior team members and contributing to team performance and engagement quality, • Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency, • Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately, • Degree in Accounting, Finance, or Economics

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Ideal candidates will have 10-15 years of experience and a CFA or similar credential.

Job DescriptionSalary: 90,000-130,000 STOCK SURVEILLANCE ANALYTICAL RESEARCHER This position is based in New York, NY About Us Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice and proxy solicitation services to the worlds leading corporations and investors when it matters most. Our proprietary ActiveIQ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a companys stock to providing critical information, best-in-class analytics and actionable recommendations to our clients.We provide expert advice on a wide range of matters, including investor relations, shareholder activism, executive compensation proposals, and corporate governance issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts. Rankings • Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations 2024, for seventh consecutive year, • Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more 2024, • 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor 2024, • LSEG Activism League Global Rankings: #1 Proxy Solicitor 2023 for third consecutive year, • Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations 2017-2023 Why Join Us If youre insightful, savvy, creative, dedicated, skillful and frank, youll thrive on our team of dedicated and collegial professionals. Youll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. Youll support and guide our clients through all aspects of successful shareholder engagements. Every day, youll master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, youll have: * Shared commitment to excellence * Highly competitive compensation * Mentorship and support * Variety in your workday * Chance to make a direct impact * Respectful workplace * A team that cares about your development and well-being * Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave and 401(k) plan with profit-sharing Analytical Researcher Overview As Analytical Researcher, youll work closely with senior Stock Market Analysts to analyze equity markets and client companies stock market trading /stock ownership data. Youll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions. Requirements • Bachelors degree or equivalent in Finance, Economics, Statistics or related field, • A minimum of one year relative work experience, • Understanding of the stock market, financial instruments and the investment process, • Understanding of stock valuation methods, • Ability to analyze large, complex and dynamic data sets, • Strong organizational and time management skills, • Attention to detail, • Self-direction and initiative, • Ability to manage multiple projects and multiple project team requests, • Strong written and oral business communications skills, • Ability to work as a collaborative team member, • Advanced-level MS Office skills, including PowerPoint and Excel, • U.S. employment authorization without current or future need for sponsorship Other helpful background • Experience using platforms/languages such as Tableau, VBA, SQL or Python, • Related internship, industry or academic experience, • Experience working with financial data from sources such as Bloomberg and FactSet, • CFA charter or enrollment in CFA program, • Familiarity with option trading, • Technical analysis Accountabilities • Import client shareholder and settlement data, • Summarize market developments, • Analyze investor buying and selling activity to support client investor relations initiatives, • Analyze settlement activity to derive institutional buyers and sellers of shares, • Generate research updates, analytical reports and client presentations Flexible, safe options for remote and on-site work At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. While the majority of work is done remotely, this is a hybrid position which will require on-site presence, in-person training, and collaboration with other team members on a regular basis. In addition, employees may be asked to attend client meetings, in-person team building exercises, and firm gatherings. Compensation: A base salary will be offered commensurate with a candidates prior experience. Candidate will be eligible for the firms annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $90,000 - $130,000. Equal Employment Opportunity/Commitment to Diversity Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Innisfree values inclusion of individuals of all different races, genders, gender expression, gender identities, sexual orientations, ages, and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imaginationand ultimately excellenceto the benefit of our employees, society and clients.

Job Description We are sharing a specialised part-time consulting opportunity for investment professionals experienced in public markets research, equity analysis, investment thesis development, financial modeling, valuation, and structured institutional research workflows. This role supports current and upcoming remote consulting opportunities focused on structured investment research review, public markets analysis, valuation assessment, investment thesis evaluation, risk review, and high-quality project execution. Selected professionals will apply their buy-side research expertise to review realistic investment scenarios, evaluate financial assumptions and market reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks. Key Responsibilities Professionals in this role may contribute to: Investment Thesis & Public Markets Research • Develop or review detailed investment theses across equities, sectors, asset classes, or public market opportunities, • Evaluate company fundamentals, market positioning, catalysts, risks, valuation drivers, and investment assumptions, • Support structured review of research notes, sector analysis, company writeups, and investment recommendation materials, • Review financial models, valuation analyses, scenario outputs, comparable company analysis, and investment case materials, • Evaluate valuation conclusions against source data, model assumptions, operating drivers, market benchmarks, and documented criteria, • Support structured review of DCF models, earnings models, sensitivity tables, valuation summaries, and investment memos, • Review investment research outputs for clarity, usefulness, accuracy, and decision relevance, • Evaluate risk analysis, downside scenarios, competitive dynamics, sector exposure, and market assumptions, • Support structured feedback on research quality, recommendation logic, and investment decision frameworks Strong candidates may have: • 4–8 years of experience in equity research, hedge funds, asset management, investment management, private wealth, family office investing, or related public markets roles, • Strong background in fundamental analysis, idea generation, valuation, financial modeling, and investment memo development, • Experience covering specific sectors, asset classes, geographies, or investment strategies, • Familiarity with tools such as Excel, Bloomberg, Capital IQ, FactSet, PitchBook, Koyfin, Refinitiv, company filings, earnings transcripts, or similar research platforms, • Comfort reading and preparing investment artifacts such as research reports, financial models, investment memos, valuation summaries, thesis notes, and risk assessments, • Strong written communication skills and ability to explain complex investment views clearly, • A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful, • CFA, MBA, CAIA, FRM, or equivalent investment research credential, • Experience with alternative data, systematic strategies, factor analysis, portfolio research, or data-driven investment workflows, • Prior exposure to AI, machine learning, automation, or research tooling in finance, • Experience mentoring junior analysts, reviewing investment work, or contributing senior domain judgment to research processes, • Apply buy-side investment research expertise to structured remote project work, • Contribute to high-quality investment thesis review, valuation assessment, and public markets research workflows, • Work on flexible, expert-level assignments aligned with your investment background, • Use your financial research judgment in a focused, detail-oriented research environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $130–$150 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: .

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

You will assess AI's performance, evaluate investment strategies, and collaborate with AI researchers. Ideal candidates have strong investment modeling skills and relevant qualifications like CFA or MBA.

Certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA). Position Level Manager Location United States of America Equal Opportunity Statement Huron is fully commit

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

Minimum work experience in model risk management of two years or more such as either model developer, model validator or both (experience related to credit risk rating models is highly desirable) Major in Probability/Statistics/Financial Mathematics/Computer Science preferred Master Degree/CFA/FRM p