Corporate finance analyst jobs in Hoboken, New Jersey - Page 2Create job alerts

The Analyst, Corporate & Investment Banking Global Trade & Working Capital Sales supports the senior Trade Finance bankers. Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Years of Trade & W

The Analyst, Corporate & Investment Banking Global Trade & Working Capital Sales supports the senior Trade Finance bankers. Corporate & Investment Banking Global Trade & Working Capital Sales Analyst. Santander is a global leader and innovator in the financial services industry and is evolving from

EY-Parthenon Deals EY Capital Advisors - Investment Banking Diversified Industrials Group Experienced Analyst The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value solutions that work in practice, not just on p

Citizens is seeking an ambitious Investment Banking Analyst to join our Investment Banking Life Sciences Corp Finance team in New York City.The Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the originati

VP - RPC Project Finance Credit Analyst. To support Counterparty Risk Analysis' role covering the following industries and transaction types: i) principally Project Finance in the Americas; and (ii) certain corporate borrowers. Minimum seven years of credit or finance experience preferably at a bank

As a Corporate Capital Markets Senior Analyst at CBRE, you willsupport senior brokers on sale-leaseback and single-tenant net leasetransactions from business development and origination through closing. The minimum salary for the Senior Finance Analyst position is $95,000 annually and the maximum sa

Export & Agency Finance transactions in Latin America. Development Finance Institutions (DFIs). Develop and maintain financial models to evaluate transaction viability, optimize structuring, and support investment and credit decisions in project finance and structured lending.

Corporate Accountant Bangalore Apply Corporate Accounts Payable Finance Analyst Montreal, Warsaw, Bangalore Apply Corporate Assistant Controller - Fund Accounting Montreal, Jersey, London, Warsaw Apply Investment Commodities Fundamental Analyst Geneva Apply Corporate Corporate Foundation Coordinator

Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospectiv

The Senior Financial Analyst position will play a key role in formulating pricing strategies and managing billing activity against client expectations in partnership with attorneys. Financial Analyst to join their accomplished corporate Finance Team.

Job Description Exciting Opportunities in Emergency Management Await!!! When you're the best at what you do, you want to work for a company that's the best at what they do! AC Disaster Consulting (ACDC) offers full-spectrum emergency management services to public and private clients. Our experienced professionals have been a part of the growth and modernization of emergency management for nearly 30 years, proudly supporting programs for some of the most challenging natural disasters and catastrophic events under our mission of staying competent, caring, and connected. MISSION Driven by compassion. Defined by expertise. Strengthened by collaboration. We empower communities to improve disaster outcomes and build lasting resilience. VISION In the true spirit of emergency management – ACDC seeks to solve crises, both for the communities and individuals affected by disasters as well as for the clients we serve. Our team brings a whole community approach, compassionate guidance and decades of hands-on experience to best embody our core values: competent, caring, and connected. These positions will be guided by ACDC’s Corporate Values Platform in all activities. Positions are contingent upon work availability, client requirements, and/or client approval. Ability to deploy anywhere in the US with 24-48 hours notice required. Your application is to become part of our cadre list and does not constitute a guaranteed job offer. Position(s) Summary: • Job Title: Multiple - See list below, • Full Time or Part Time: PT/FT, • Temporary/Seasonal/Regular: Temporary/Seasonal, • Compensation: In compliance with state and local laws regarding pay transparency, the pay range for these roles is typically $16 to $55/hour (pending); however, we consider several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, and key skills., • Travel/Location: Onsite and remote, with ability to deploy/travel a requirement We are looking to build our cadre with dedicated and talented professionals in the following areas: • Administrative/Human Resources Support Specialists, • Air Operations Staff (flight crew/line experience), • Site Inspectors, • Compliance Specialist, • Data Analyst, • Cost Estimators, • Electrician, • Finance Section Chief, • Financial Analysts, • Floodplain Managers - Certified, • General Emergency Management Planners, • Public Assistance Specialists - FEMA, • Incident Management Team (command/general staff), • Invoice Reviewer, • Logistics Specialist, • Logistics Section Chief, • Operations Coordinator, • Operations Section Chief, • Planning Section Chief, • Project Manager Schedule may vary. Work on evenings and weekends may be required. Dependability and punctuality are paramount. Travel Requirements • Up to 100% travel is expected for this position., • Mobility required on-site with clients., • Sitting or standing for hours at a time., • Ability to work at a computer for prolonged periods of time if needed., • Emergency management consultants may work in an office or home environment or be deployed to the field which may require working outdoors in adverse weather conditions and across challenging terrain., • Work may be on-site with clients ex: EOC, hospital, debris sites or local government buildings., • All AC Disaster Consulting (ACDC) positions are remote work site positions with the home location agreed upon at time of hire., • Experience or background in the areas applicable to the roles in which you are interested., • Eligibility to work in the United States, • Strong Microsoft Office skills, • The ability to deploy to site locations upon short notice for an extended time period, • Flexible and adaptable, • Experience with mobile technology, • Emergency Response/Recovery Experience, • Sound technical knowledge base of emergency management standard concepts, principles, and techniques, • Knowledge of the FEMA programs/policy, • Working Knowledge of the Incident Command System (ICS-100-800), • Certifications, credentials, training or education applicable or required for the role(s), • Experience working in an Emergency Operations Center (EOC), • Active FEMA badge, • Any other related talents, experiences and skills you bring to the world of emergency management! If you are interested in supporting and working with the Best-of-the-Best in our disaster response and recovery efforts, then submit your application now for immediate consideration. It only takes a few minutes and could change your career! Benefits Temporary positions are not benefits eligible except where required by law. EEO Statement AC Disaster Consulting is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or veteran status. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. AC Disaster Consulting will not tolerate discrimination or harassment based on any protected characteristic. Please redact or remove information that identifies applicant's age, date of birth, or dates of attendance at (or graduation from) an educational institution from the resume or other application documents prior to submitting the application. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodation by contacting AC Disaster Consulting Human Resources team at . We use E-Verify for all candidates who are offered and accept a position with us. Please visit this link to the E-Verify Website and this link to view the E-Verify rights poster to understand your rights in this process.

Job Description WisdomTree is seeking an HR Associate to join our Human Resources team. This role is crucial for supporting the day-to-day execution of HR operations while partnering closely with the broader HR team to deliver a seamless employee experience across the organization. The ideal candidate will be a proactive, detail-oriented self-starter with a demonstrated interest in Human Resources. They will be resourceful, highly organized, and comfortable managing changing priorities in a fast-paced environment. This role offers the opportunity to gain broad exposure across HR, including benefits, recruiting, HR systems, and employee experience. Success in this role would be achieved by: • Support onboarding and offboarding processes, including background checks, new hire documentation, benefits enrollment, and I-9 verification, • Respond to employee HR-related inquiries in a timely and professional manner, • Assist with benefits administration, including enrollments, employee questions, and coordination with vendors and payroll providers, • Maintain and update employee data within HRIS systems, ensuring accuracy and compliance, • Support recruiting efforts, including job postings, resume screening, interview coordination, and candidate communication, • Maintain regular communication with hiring managers regarding interview scheduling, candidate feedback, and process updates, • Assist with employee relations matters and documentation as needed, • Support administration of HR systems, including performance management, applicant tracking, engagement, and HRIS platforms, • Assist in the development and implementation of HR policies and procedures, • Partner with cross-functional teams (Finance, Legal, IT) on HR-related processes and initiatives, • Generate reports and support HR analytics and data tracking, • Assist with special projects, research, and ad hoc HR initiatives, • Comfortable experimenting with AI tools to support day to day HR activitiesExperience and required skill set:, • 2–3 years of experience in an HR, HR operations, or HR coordinator/analyst role, • Working knowledge of employee lifecycle processes, including onboarding, offboarding, and benefits administration, • Experience working with HR systems (e.g.ADP, Lever, cultureamp HExposure to recruiting processes and coordination, • Strong analytical and problem-solving skills, • Excellent organizational skills with the ability to manage multiple priorities and shifting deadlines, • Strong interpersonal and communication skills, with demonstrated openness to feedback and collaboration, • High level of attention to detail and accuracy, • Ability to handle sensitive information with professionalism and confidentiality, • Proficiency in Microsoft Office (Excel, Word, PowerPoint) and using Chat GPSupplementary Skills and Desirable Experience, • Experience in financial services or a corporate environment, • Familiarity with HR analytics tools (e.g., Knoetic) Annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree’s policies and procedures, and subject to the terms and conditions of WisdomTree’s equity plan. *, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform. *The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit , the WisdomTree Prime mobile app or for more information. Work Smart:Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement. Mission, Vision & Values:WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. Learn more at WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 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Job DescriptionThe Opportunity Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.The TeamThe Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.The Impact· Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units· Understand and communicate the portfolio's asset allocation· Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls· Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements· Maintain high standards of data integrity and transparency across all internal and external reportsThe Minimum Qualifications· Bachelor's degree· Minimum of 3 years of experience reporting financial data· Proficiency in MS Office Suite (Excel, PowerPoint, and Word)· Experience using business intelligence software such as MicroStrategy and/or AlteryxThe Ideal Qualifications· Bachelor's degree in finance, mathematics, economics, accounting or related field· Basic understanding of various types of investment instruments and statutory accounting· Ability to manage multiple, often competing, fixed deadlines· Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely · Proclivity for continuous improvement· Excellent analytical skills and relentless attention to detail· Strong work ethic and ability to research, identify, and troubleshoot problems independently· Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituenciesNew York Pay Range$73—$87 USD

Job Description Accounts Payable Analyst New York, NY Pay: $35.00 - $36.50 26-04120 Job Summary The Accounts Payable Analyst is responsible for supporting day-to-day accounts payable operations, including invoice processing, expense report review, and credit card reconciliation. This role ensures financial transactions are accurate, compliant with organizational policies, and properly documented. The analyst will also assist with data analysis, process documentation, and support system transition efforts within the finance function. Job Responsibilities • Process vendor invoices through voucher entry in the ERP system, • Review vouchers from the accounts payable inbox for accuracy and policy compliance, • Ensure successful three-way matching between purchase orders, invoices, and receipts, • Review employee expense reports and corporate credit card transactions for appropriateness and supporting documentation, • Conduct ad hoc analysis of accounts payable data as assigned, • Research historical balances by collaborating with internal departments and reviewing available records, • Assist in preparing financial data and reports to support departmental needs, • Support documentation and improvement of business processes within the accounts payable function, • Validate and prepare financial data for ERP system transition, ensuring completeness and accuracy, • Escalate discrepancies or issues to management in a timely manner, • Bachelor’s degree in Accounting, Finance, or related field, • 1–2 years of experience in accounts payable or related accounting function, • Proficiency in Microsoft Excel, including willingness to use advanced functions (e.g., pivot tables, VLOOKUP), • Strong attention to detail and accuracy in financial processing, • Solid analytical, research, and problem-solving skills, • Effective written and verbal communication skills, • 1–2 years of relevant experience in accounts payable or general accounting#ZR

Job DescriptionBenefits: • 401(k), • Dental insurance Role Overview The Treasury Analyst is part of the Treasury Operations team, responsible for cash management and banking operations. This role supports daily cash positioning, treasury operations, financial systems, and analysis of treasury activities. Key Responsibilities • Prepare and manage daily US cash positioning to ensure liquidity., • Initiate, track, and confirm wire payments; maintain accurate records and documentation., • Coordinate with banks to manage transactions, resolve issues, and support audit inquiries., • Maintain strong internal controls to ensure compliance with Sarbanes-Oxley., • Provide analytical support and recommendations for banking structures and process improvements., • Support ERP enhancements, automation initiatives, and system testing., • Collaborate with business and technology partners to improve treasury processes., • Contribute to department budgeting, cost control, and special projects., • Maintain and improve treasury policies, procedures, and reporting. Qualifications • Bachelors degree in Finance, Accounting, or related field., • 24 years of relevant experience in Treasury, Banking, or Finance., • Strong analytical skills with attention to detail and accuracy., • Experience with ERP systems; RPA or automation tools a plus., • Solid understanding of accounting and cash management principles., • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)., • Strong business acumen, intellectual curiosity, and problem-solving ability., • Team-oriented, energetic, and able to thrive in a fast-paced, deadline-driven environment. Preferred Experience • Corporate Treasury, Commercial/Investment Banking, or Financial Consulting., • Process improvement and internal controls experience., • Exposure to data analytics and financial technology This is a remote position.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description The Senior Analyst will be responsible for supporting the firm’s comprehensive compliance program as an SEC Registered Investment Adviser. This individual will work closely with the Chief Compliance Officer and other stakeholders to help ensure adherence to regulatory requirements, corporate policies, and industry best practices. This position reports to the Chief Compliance Officer. Responsibilities: • Assist with the maintenance, and ongoing administration of the firm’s compliance program in accordance with SEC rules and other applicable regulations., • Conduct the annual review and update of the Compliance Risk Assessment and oversee ongoing refinement of compliance policies and procedures., • In conjunction with the CCO, draft, update, and maintain the annual compliance testing plan, • Conduct routine and ad hoc compliance testing and monitoring, including forensic testing and trade surveillance, to identify and address potential compliance risks., • Coordinate and assist the CCO with the firm’s annual compliance program review, including documentation of findings and remediation efforts., • Assist with preparing compliance decks and updates for presentation to various Wilshire and parent company committees and Boards, • Conduct comprehensive reviews of marketing and advertising materials (including websites, presentations, RFPs, and social media) for regulatory compliance and firm brand standards., • Periodically review and update standard compliance responses for RFPs and DDQs., • Provide backup support for employee compliance with the code of ethics, including personal trading surveillance, gifts and entertainment logs, and outside business activity disclosures., • Assist with certain regulatory filings (e.g., Form ADV, Form CRS, 13F, etc.) and maintain accurate compliance records and documentation., • Assist with the preparation for and management of regulatory exams, audits, and other inquiries from the SEC and other regulators., • Monitor regulatory developments and assist in evaluating their potential impact on the firm’s compliance program., • Respond to compliance questions and escalated matters from business units in a timely and thoughtful manner., • Perform other compliance-related duties and special projects.Qualifications, • Undergraduate degree (Business, Finance, Accounting, Legal Studies or related field preferred), • At least 3 years of experience in a compliance, legal, or audit role within the investment advisory industry, preferably at an SEC-registered investment adviser, • Strong knowledge of SEC regulations including the Investment Advisers Act of 1940 and related compliance requirements, • Familiarity with compliance monitoring, testing protocols, and risk-based assessment approaches, • Experience reviewing marketing/advertising for regulatory compliance (SEC Marketing Rule), • Excellent attention to detail and highly organized with strong analytical and problem-solving skills, • Outstanding verbal and written communication abilities, • High ethical standards and discretion in managing sensitive/confidential information, • Ability to work collaboratively within a team and across departments, • Ability to manage multiple priorities in a fast-paced environment, • Proficiency with Microsoft Office, SharePoint and compliance monitoring platforms (e.g., ACA ComplianceAlpha, Dasseti) is a plus, • Progress toward, or completion of, a relevant compliance certification (e.g., IACCP or similar) a plus Additional Information • This position will work on a hybrid model out of our Santa Monica or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011.

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 is an entry-level credit analyst role for Assistant Officer 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 Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation. Your Role Overview: Responsible for credit evaluation and deal maintenance for Trade & Commodity Finance and Aviation. The analyst would be involved in all facets of this team’s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis., • 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., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • 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 support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 0-2 years related experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transactions., • Basic knowledge of loan markets., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities., • Excellent oral and written communication 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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE -ASSOCIATE THIS ROLE IS ON-SITE AT OUR NEW YORK OFFICE VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company with offices in New York, the San Francisco Bay area, and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) Gilmartin is looking for a highly motivated individual to fill the position as an We are seeking a highly motivated individual to fill an Investor Relations Associate position. The successful candidate will work closely with senior Gilmartin executives to create materials to pitch and win new client business while managing existing day-to-day client engagements and with our internal team. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Responsibilities: • Key member of functional client teams managing several deliverables including:, • Creating and maintaining IR calendar for year – including investor conferences, non-deal roadshows and other major events, • Contributing to quarterly earnings process – conference call logistics, drafting press releases, speaker scripts, Q&A materials, and presentation materials, • Collecting and analyzing sell side estimates and maintain consensus model, • Managing investor meetings and conference presentations, including logistics, background materials and the preparation of senior executives, • Maintaining IR section of corporate website, • Responding to investor inquiries; logging inquiries, maintain database of investor activities, • Monitoring and compiling peer group research; following industry, competitor and customer developments and news flow including earnings calls and analyst days - communicating key takeaways to management teams, • Preparing materials for Board of Directors and other internal audiences on investor relations activities, share ownership, and valuation as required, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • Travel, as needed, to investor conferences and meetings The ideal candidate will possess the following qualifications: • Strong analytical and writing skills, • Ability and desire to work in a team environment, • Excellent interpersonal and verbal skills, • Detail oriented and able to multi-task with efficiency, • Keen interest in or understanding of the equity markets, • Confident and professional phone and e-mail communication, • Ability to work independently and complete projects with limited supervision, • Strong knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint, • 3+ years of work experience, • Bachelor’s Degree: Finance classes or Degree preferred

Job Description Oracle Database Application Analyst New York City, NY ( Remote) • Duration: 12 months Job Description: Responsibilities • Corporate Finance is looking for an Oracle Database Application Analyst with a minimum of 2 years of experience., • The Financial Systems database team provides the data warehouse for life insurance financial and valuation reporting in support of Client's Actuarial department., • The Database Application Analyst position is responsible for maintaining and enhancing our internal financial reporting database applications for life insurance., • Database applications include implementation and enhancements for new and existing products, automation of reporting requirements, ensuring the successful monthly load of the data warehouse, creation of control processes, producing reports, including automated reports and ad hoc analyses., • The database application analyst translates complex business and actuarial requirements into programming specifications and technology solutions collaborating with business, finance and technology teams., • This role includes both application development and production support (Provide L2 & L3 support for FMD oracle database applications) Qualifications / Requirements • 4-year college degree with a minimum of 2 years in a database application development or database administrator role preferred, • LINUX OS (including shell scripting)-REQUIRED--Minimum 2 years, • TOAD-REQUIRED--Minimum 2 years, • Advanced Excel (e.g. VLookup/macros), • Knowledge of scheduling tools (ESP/Stonebranch UAC) preferred, • Knowledge of MS-Access, Python preferred, • Business knowledge of Life Products, • Ability to work on multiple projects with a sense of urgency and ability to change focus to complete critical systems, • Excellent oral and written communication skills, • Excellent interpersonal, organizational, and analytical skills with a problem-solution attitude, • Detail oriented, with a comprehensive approach to validating and proofing deliverables SUPPLIERS: Provide interview availability for the next 2-3 weeks at top of resume

Job DescriptionJob Title: Credit Analyst Location: New York City, NY (In-Office) Salary Range: $60,000 – $80,000, plus commission About LoanBud LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit. Position Overview We’re hiring a Credit Analyst to evaluate and prequalify SBA 7(a) transactions, compile complete lender-ready packages, and submit files for underwriting. You will analyze cash flow, build DSCR calculations, collect and track documents, and collaborate with buyers, sellers, brokers, and lenders to move deals efficiently from inquiry to approval. Prior M&A or business-brokerage experience is a plus. Key Responsibilities • Deal Screening and Prequalification: Review listings and buyer scenarios for SBA 7(a) eligibility; assess structure, DSCR, working capital, and debt capacity; flag issues and propose mitigants., • Credit Analysis: Build pro forma P&Ls, cash-flow statements, debt schedules, and sensitivity cases; evaluate add-backs, owner compensation, and collateral; summarize strengths, risks, and conditions., • Packaging and Submission: Assemble complete loan packages and lender forms; draft concise credit write-ups; submit to lenders and manage follow-ups through screening and underwriting., • Document Collection: Own checklists and timelines for financials, tax returns, bank statements, personal financial statements, purchase agreements, and related materials; drive stakeholder responses., • Stakeholder Coordination: Communicate with internal teams, buyers, sellers, and brokers; schedule calls; track milestones; keep CRM/LOS records current and accurate., • Process Improvement: Standardize templates and Excel tools; suggest automation to speed analysis and packaging.Requirements, • Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)., • 1–3+ years in credit analysis, underwriting support, corporate finance, investment banking, or business brokerage; SBA 7(a) exposure preferred., • Strong cash-flow analysis skills with command of DSCR and debt-capacity concepts., • High proficiency in Excel (financial modeling, pivot tables, lookups) and comfort working with PDFs and statements., • Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven., • Nice to have: prior M&A or quality-of-earnings experience; familiarity with tax returns and common add-backs.Location The position is office-based in New York City, supporting our collaborative and interactive company culture. Compensation & Benefits • Compensation: Base salary $60k – $80k plus commission., • Comprehensive health, dental, and vision insurance., • Generous paid time off to support work‑life balance., • Competitive 401(k) plan with substantial company matching. Application Process Interested candidates are invited to submit a detailed résumé and a compelling cover letter that explains their suitability for the role and their motivation to join LoanBud. LoanBud is dedicated to creating a diverse and inclusive work environment. We are an equal‑opportunity employer and welcome applications from all qualified candidates. Be Part of Our Growth Story Join LoanBud and help more entrepreneurs close on great businesses. Your analysis will directly accelerate approvals and unlock capital for small-business owners nationwide—apply today and help shape the future of how small businesses access SBA financing.

Job Description Position Summary As a Treasury & Finance Analyst, you will be part of the Treasury team responsible for helping to manage Redwood’s liquidity, funding and financing operations while contributing to strategic initiatives across teams. You will play a pivotal role in daily cash management, financing operations and structured finance strategy within a dynamic mortgage finance platform. This position is ideal for an analytical thinker who enjoys collaborating across teams and adapting to a dynamic business landscape. Responsibilities & Duties Warehouse Financing & Whole Loan Operations • Support the management of whole loan warehouse lines, including funding requests, reconciliations, margin activity, and recurring reporting., • Coordinate settlement activity for whole loan trades, • Track collateral positions, borrowing base availability, advance rates, and eligibility across multiple warehouse facilities., • Communicate with financing counterparties, custodians, broker-dealers, and internal operations teams to support operational accuracy and timely execution., • Prepare internal and external reports for management, auditors, financing partners, and other stakeholders. Strategic Finance & Capital Markets Support • Assist with financial modeling, cash flow projections, and transaction analyses related to loan sales, securitizations, and other capital markets activities., • Support the analysis of funding costs, financing spreads, execution alternatives, and portfolio economics to help inform pricing and capital allocation decisions., • Help monitor market trends, investor activity, and capital markets conditions relevant to Redwood’s mortgage banking, financing, and liquidity strategy., • Contribute to deal execution support, including data gathering, reporting, and coordination for financing transactions and capital markets initiatives., • Assist in the preparation of management materials, transaction summaries, and ad hoc analyses for Treasury and senior business leaders., • Contribute to cross-functional projects that improve treasury systems, reporting automation, and strategic funding capabilities. Treasury Operations & Cash Management • Monitor and reconcile daily cash positions to support transaction accuracy and liquidity visibility., • Process wire transfers in compliance with internal controls, approval protocols, and regulatory standards., • Support daily and short-term cash forecasting activities and help optimize cash flows across businesses and legal entities., • Assist in monitoring financing capacity, upcoming funding needs, and liquidity usage across warehouse lines and other funding channels., • Partner with Accounting, Operations, and Finance to investigate breaks, resolve exceptions, and improve reporting accuracy. Reporting, Analytics & Process Improvement • Prepare recurring and ad hoc reports related to financing activity, collateral usage, funding trends, cash balances, and capital markets execution., • Support data validation, reconciliations, and exception tracking to improve reporting quality and decision-useful analytics., • Help identify opportunities to streamline workflows, strengthen controls, and improve transparency across Treasury and capital markets processes., • Assist with the development of dashboards, reporting tools, and operating metrics that enhance visibility into funding and portfolio activity. Required Experience, Skills, & Competencies • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field (or equivalent practical experience)., • 1-3+ years of relevant experience in treasury, accounting, banking, or financial operations (internships and co-op placements considered)., • Interest in mortgage finance, structured products, or capital markets preferred., • Advanced Microsoft Office Suite (Excel, Word, PowerPoint); exposure to treasury management systems and ERP platforms is a plus but not required., • Strong analytical, problem-solving, and organizational skills with close attention to detail., • Self-starter with a strategic mindset and a hands-on approach to problem-solving., • Effective communication and interpersonal skills, with the ability to collaborate across teams and external partners. A reasonable estimate of the total compensation range for this role is $85,000-$100,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. 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, veteran status, or disability status.

Job Description A client of AlphaStaffHCM™ is searching for a Director of Investor Relations who will work to ensure the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. Day-to-Day Responsibilities • Partner closely with the CEO and CFO to shape and communicate the company’s investor relations (IR) narrative, including financial results, strategic priorities, and long-term vision., • Act as the primary interface between the company and the investment community, including sell-side analysts and buy-side investors., • Prepare and coordinate materials for earnings calls, investor meetings, conferences, non-deal roadshows (NDRs), analyst days, and one-on-one investor interactions., • Develop and maintain strong working relationships with analysts, investors, and other key stakeholders., • Collaborate with Marketing & Communications to ensure investor messaging aligns with the broader corporate brand and digital marketing strategy., • Monitor market conditions, peer activity, and industry developments (Quantum, Photonics, Semiconductor) and brief senior leadership on relevant trends., • Support financial analysis and modeling to help frame company performance and metrics for external audiences., • Measure and track the effectiveness of the investor relations program through analyst coverage, earnings estimates, institutional ownership trends, and valuation metrics. Key Responsibilities • Lead and refine the company’s overall Investor Relations strategy, ensuring consistent, clear, and compelling communication across all external and internal-facing channels., • Clearly articulate the company’s priorities, goals, strategic roadmap, capital allocation strategy, and financial performance to all key stakeholders., • Manage external IR resources and third-party advisors., • Develop investor-facing communications, including press releases, investor presentations, scripts for earnings calls, and analyst/investor Q&A materials., • Partner with Accounting, Finance, and Legal teams to support SEC filings, including quarterly and annual reports, ensuring alignment and accuracy in financial messaging., • Ensure messaging consistency across earnings calls, investor conferences, roadshows, analyst days, shareholder meetings, website content, and other communication platforms., • Gather and analyze market intelligence and competitive insights to inform senior leadership of near-term and long-term capital market dynamics., • Present investor and analyst feedback, sentiment, and perspectives to senior leadership, including recommendations for communication and strategic adjustments., • Oversee coordination with internal Marketing & Communications teams as well as external PR and communications partners to ensure effective dissemination of the company’s message., • Support senior leadership and business leaders in positioning the company’s financial narrative in annual reports, quarterly filings, and other shareholder materials. Must-Have Qualifications • Master’s degree or higher in Finance, Accounting, Economics, or a related field., • Deep experience in sell-side or buy-side equity research with established relationships across equity capital markets and investment banking teams., • Strong financial modeling, forecasting, and valuation expertise., • Excellent verbal, written, and presentation communication skills, especially with external investors and analysts., • Strong strategic, analytical, and problem-solving abilities., • Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment., • Proven ability to operate with urgency while maintaining accuracy and consistency. Nice-to-Have Qualifications • Prior experience in the Quantum, Photonics, and/or Semiconductor industries., • Experience scaling or evolving investor relations functions within a high-growth or highly technical company., • Familiarity with capital markets trends specific to emerging and advanced technology sectors. Compensation and Perks • Medical, dental, and vision coverage., • Generous PTO and a retirement match., • 9:00-5:00 in office schedule Disclaimers: AlphaStaff, Inc. and the Client are equal employment opportunity employers and do not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age, past or present military service, disability, genetic information, or any other basis protected by applicable federal, state, or local laws.

Job DescriptionDescription: SUMMARY The Asset Management Analyst is responsible for a wide range of activities aimed at managing and optimizing energy assets and their underlying P&L and supporting the Asset Management team. ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned as needed) Finance & Performance Analysis: • Support development and review of annual budgets for the project portfolios, • Perform monthly variance analyses, • Provide input and review of the pro-forma financial models for generation assets, • Author reports on project performance for investors and lenders, • Assist in cash flow forecasting and management, • Perform financial analyses of offtakes to determine optimization opportunities, • Develop other ad-hoc economic analyses as needed, • Identify and implement opportunities to optimize projects and budgets, • Provide support with partners, as applicable, including commercial, operational, and financial reporting and optimization, • Develop analysis and reporting tools, dashboards, and KPIs using PowerBI or similar tools Operations: • Collaborate with the operations engineering team to evaluate and improve operational performance and quantitatively justify economics., • Coordinate with project O&M staff and vendors for performance optimization, • Participate in daily operation calls on assigned assets, • Support commercial operations including net position management on energy, RECs, and resource adequacy Regulatory and Compliance: • Ensure compliance with regulatory requirements and project agreements with high accuracy, • Maintain compliance with obligations for: • Power Purchase Agreements, • Interconnection Agreements, • Operating Agreements, • Credit Agreements, • Operations and Maintenance Agreements, • Land Agreements, • Warranty Agreements Risk Management: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. MINIMUM REQUIREMENTS • Experience managing contracts and understanding market rules in any of CAISO, NYISO, ERCOT, MISO and PJM., • Excellent analytical and critical thinking skills with the ability to identify and solve complex problems paired with strong written and verbal communication skills, • Ability to drive collaboration with cross-functional teams, • Experience with renewable energy assets financed through tax equity and debt structures, • Demonstrated proficiency in Microsoft Excel, Word, Teams, PowerBI and PowerPoint, • Experience with standard financial metrics and analyses (NPV, IRR, DCF models), • Approx. 10% Travel via airline and auto required to project sites and various corporate offices (NYC, San Diego, Reno), various stakeholders including offtakers, CEC, CAISO, ERCOT, major contractors/vendors, etc. EDUCATION and/or EXPERIENCE, KNOWLEDGE • Bachelor's degree in Business, Mathematics, Economics, Finance, or Engineering. ., • At least 2 years of work experience in the California, Texas, and/or New York energy sector, preferably managing solar, wind, and/or battery assets, • Experience onboarding of greenfield renewable and/or battery projects in California, Texas, and/or New York, • Experience with various forms of offtakes including unit-contingent power purchase agreements (PPAs), fixed quantity swaps, contracts for differences, BESS tolling, Index Plus, and Virtual PPAs. PHYSICAL DEMANDS 10% Travel to Project Sites, TG Offices, Stakeholders and Offtakers WORK ENVIRONMENT Working hybrid schedule out of Home Office other than Travel Commitment stated above Terra-Gen is an equal opportunity employer, drug-free workplace, and complies with Americans with Disabilities Act and related laws and regulations as applicable. All applicants are considered for all positions without regard to age, race, religion, color, sex, gender, sexual orientation, pregnancy, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable federal, state, and local laws. All offers of employment are contingent upon successful completion of a pre-employment background check and drug screening. All qualified applicants with arrest or conviction records will be considered for employment in accordance with federal, state or local requirements such as the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Employees must be authorized to work in the US and employment is contingent upon presentation of acceptable documents as evidence of identity and employment authorization, as detailed on Form I-9. Terra-Gen provides a comprehensive benefits package that promotes employee ownership, employee health, performance, and success, which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off, paid holidays, and 401(k) retirement savings plan with employer match. The posted compensation is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California. This salary range may also be modified in the future, depending upon skills, experience, education, and geographical location.

Job Description Vice President, Business Development & Hotel Acquisitions SUMMARY: Vice President, Business Development & Hotel Acquisitions will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Job DescriptionCompany Description OUR STORY: Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver. OUR CODE: We are passionate about high performance living and we practice what we preach – investing time in our own health and fitness. We believe that everyone has untapped potential within them and it takes a disruptive approach to unleash it. We dream big and don’t settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what’s new, what’s now, what’s next. Never following, always leading, and living ahead of the moment in fashion, culture, and consumer behavior. We aren’t just a company; we’re a community vested in each other’s success. We value humility and a team approach at every level of the company. If you are a high performing individual who is passionate about winning and inspiring others then we are excited to discuss career opportunities with you Job Description Equinox is seeking a Senior Manager to join our Strategic Finance team. In this role, you will serve as a trusted financial thought partner to senior business leaders, own the Company’s planning and forecasting processes, and drive high-impact analyses that directly shape strategic and capital allocation decisions across our portfolio of brands. The ideal candidate brings a strong analytical foundation, sharp business instincts, and the presence to influence senior stakeholders. This is a high-ownership role with direct exposure to senior leadership, offering the opportunity to meaningfully shape how the business is run. This role reports to the Vice President of Finance and is based at our headquarters in Hudson Yards. RESPONSIBILITIES • Own and continuously evolve the Company’s long-range financial plan (LRP), with full 3-statement visibility at both business unit and consolidated levels; deliver regular variance analysis and executive-ready reporting, • Lead monthly and ad hoc financial performance analysis versus plan, identifying key business drivers and trends; champion forecasting best practices across the FP&A function, • Serve as a strategic Finance Business Partner to senior business leaders and P&L owners, translating granular operational drivers into financial insight and forward-looking recommendations that influence decisions, • Own the annual budgeting and quarterly re-forecasting cycles, partnering cross-functionally to develop revenue and expense assumptions grounded in business reality, • Lead ad hoc strategic analyses and financial modeling across the portfolio, including unit economics, ROIC, scenario planning, and investment case development, • Own the development of board, investor, and senior leadership materials - synthesizing complex financial data into clear, compelling narratives, • Identify and lead process and systems improvements across the FP&A function, including EPM/OneStream optimization and reporting automation, • Directly manage one Analyst-level direct report, providing day-to-day guidance, coaching, and performance feedback; model high standards for analytical rigor and strategic business partnershipQualifications, • Bachelor’s degree in Finance, Business, Economics, or Accounting a must, • 7+ years in corporate finance or FP&A at a high-performing, private-equity backed company, or 3+ years in investment banking or private equity; consumer, retail, luxury, or hospitality industry experience strongly preferred, • Advanced Excel proficiency and financial modeling expertise; demonstrated ability to build complex, dynamic models from scratch, • Exceptional ability to distill complex analyses into clear, executive-ready narratives and actionable recommendations, • Highly self-directed; able to manage multiple high-priority workstreams simultaneously and operate with urgency in a fast-paced, high-expectations environment, • Rigorous and results-oriented, with an exceptionally high bar for accuracy and output quality, • Strong executive presence and communication skills; able to influence and partner effectively across all levels of the organization, • Experience with OneStream or comparable EPM/BI platforms preferred Additional Information AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE: • We offer competitive salary, benefits, and industry leading commission opportunities for club employees, • Complimentary Club membership Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. We are looking for candidates with an undergraduate degree in biology or similar field. An advanced degree (MS/PhD/MD/MBA, etc.) is preferred. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and become fully-licensed (FINRA Registrations: SIE, Series 7/63/86/87) within 6-12 months after starting if not already licensed; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing. Responsibilities: • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis., • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies., • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses., • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines., • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation., • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints., • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts., • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities., • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred., • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . Director, Financial & Corporate Communications What You'll Do: You will define and lead CoreWeave's financial and strategic communications function at a pivotal moment in the company's evolution as a newly public company, shaping how our business is understood by investors, analysts, media, and policy stakeholders. You will own earnings communications, financial media strategy, and high-stakes issues management—translating complex financial, operational, and technical concepts into clear, compelling narratives that influence market perception and investor confidence. Partnering closely with executive leadership, Legal, IR, and Policy, you will provide real-time counsel during critical moments such as earnings cycles, market-moving announcements, customer concentration scrutiny, AI infrastructure policy debates, and periods of heightened public or investor attention. You will build and scale the systems, relationships, and operating rigor required to succeed as a public company, ensuring CoreWeave's story is consistently understood with credibility, precision, and impact. This role blends strategy and execution, requiring exceptional judgment, speed, and the ability to operate at the center of business-critical decisions. About the Role: As our first Director of Financial & Corporate Communications, you will report directly to the Head of Communications and serve as a key advisor to the CEO, CFO, and executive leadership team. This is a rare opportunity to build and define the financial communications function at a newly public, hyper-growth company navigating increased market visibility, investor expectations, and scrutiny. You will establish and refine our voice with financial markets, leading communications for earnings, capital markets activity, potential M&A, and ongoing public company disclosures. You will prepare executives for earnings calls, investor engagement, and high-profile media interactions, ensuring clarity, consistency, and credibility across all external narratives. You will also lead communications through high-stakes scenarios such as infrastructure reliability incidents, rapid growth scrutiny, or shifts in the AI and semiconductor landscape that impact investor sentiment. In parallel, you will design and implement frameworks to monitor narrative risk, measure communications effectiveness, and scale processes aligned with public-company standards. Joining now means shaping not just how we communicate, but how we are perceived in the public markets during a defining phase of growth. Success in the First 6–12 Months: • Establish and lead a best-in-class earnings communications process, including messaging, executive preparation, and financial media engagement aligned to public-company standards, • Build and deepen relationships with top-tier financial and business media (e.g., Bloomberg, WSJ, FT, CNBC), resulting in stronger, more consistent coverage and message pull-through, • Develop and operationalize a comprehensive issues management framework, including clear escalation paths and rapid-response protocols, • Successfully lead communications through at least one high-stakes or market-sensitive scenario (e.g., earnings cycle, major announcement, reputational risk moment) with strong executive alignment and positive external outcomes, • Partner closely with Finance, Legal, IR, and Policy to ensure message consistency, disclosure discipline, and risk mitigation in a public-company environment, • Define and implement measurable KPIs for communications effectiveness, including media sentiment, analyst perception, and narrative consistency, • You bring 9+ years of experience in financial or corporate communications, ideally within publicly traded or late-stage technology companies., • You have led earnings or investor communications, managed complex and high-visibility issues, and advised senior executives in moments that matter., • You are a sharp, disciplined storyteller who can distill complex financial and technical concepts into clear, credible narratives., • You have strong relationships with financial and business media and a proven ability to collaborate cross-functionally with Legal, IR, Finance, and Policy. Experience in cloud, AI, semiconductors, or infrastructure; deep familiarity with public company reporting cycles, disclosure expectations, and investor dynamics; and experience managing external agencies during periods of heightened media or market scrutiny. Wondering if you're a good fit? • We believe in investing in our people and value candidates who bring diverse experiences and perspectives—even if you don't meet every requirement. If the following resonates, we'd love to connect:, • You are motivated by shaping corporate and financial narratives that directly influence market perception and investor confidence, • You are energized by operating at the center of a public company, where communications directly impact valuation, credibility, and trust, • You are deeply curious about emerging trends in AI, infrastructure, and financial communications At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $165,000 to $242,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). #Lijobs What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns. We employ a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Through originations and acquisitions of asset-oriented investments across a wide array of commercial and consumer asset types (including but not limited to private direct corporate and commercial real estate bridge lending), the investment team specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions. Arena’s investment team develops and designs investment structures to meet the unique needs of each opportunity. Arena is looking to expand the investment teams through the addition of a Summer Analyst. In this role, this individual will support the senior members of the team. Ideal candidates will have a demonstrated interest in finance and investing; thrive in an intense, team-oriented environment; and be highly organized, self-motivated, and resourceful. Responsibilities: • Develop financial models and perform data / investment analysis., • Research new deal opportunities., • Perform relative value analysis., • Assist in the preparation of investment memoranda., • Participate in the transaction closing process., • Assume transaction post-closing responsibilities. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. • Attending a top university, ideally in a quantitative area (e.g., finance, economics, engineering or accounting)., • 0-2 years of investment banking, leveraged finance, structuring or trading experience at a bank, broker dealer or investment firm (internship experience included)., • Excellent Microsoft Excel (VBA a plus) and writing skills., • Experience with financial modeling and transaction structuring / closing is a plus., • The highest level of personal integrity and ethical standards., • A positive attitude, strong work ethic and a desire to work collaboratively across the organization., • 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 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 Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Treasury Analyst/Associate for our New York City office. The primary responsibilities and qualifications include: New Account Management • Establish and maintain new bank accounts across corporate, borrower, investor, reserve, and working capital entities., • Coordinate with internal stakeholders and banking partners to complete KYC and onboarding documentation including any account control agreements such as DACAs, DAISAs, or cash management accounts. Ensure control agreements have been adequately implemented by the bank post agreement execution., • Ensure accounts have been added to Monticello's treasury management platform, Kyriba ensuring reporting and payments processing are available., • Ensure the account is setup to earn the agreed upon rate of interest and any bank fees are determined and approved by Monticello leadership, • Support the treasury component of loan closings, including account setup, wiring instructions, settlement statement review, and funding coordination., • Partner with asset management, loan operations, and legal to ensure proper documentation for controlled accounts and funding flows., • Oversee execution of post-closing cash movements related to borrower, investor, and reserve accounts., • Work with internal stakeholders and Monticello's Fund Administrators to coordinate payment setup, approval, and release across recurring and ad hoc corporate, investor, borrower and reserve entity accounts, including remittance to external stakeholders such as participants, warehouse lenders, and investors., • Ensure all accounts payable submissions are approved and remitted for payment timely, confirming vendors have been approved by firm management with any payables detailed fully completed., • Execute recommended daily sweeps, adhering to strict cut-off times for corporate and fund level activities, • Manage and maintain banking relationships with multiple financial institutions through the use and ownership of the Kyriba., • Ensure the complete and accurate population of accounts are reporting effectively and any payments challenges are quickly assessed and resolved to completion., • Assist with user administration and payment workflows., • Manage bank portal access where required, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 1–5 years of experience in treasury, corporate finance, banking, or cash management., • Familiarity with Kyriba or similar treasury workstations/ERP systems required., • Strong understanding of banking operations, KYC processes, and control agreements., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Excel, PowerPoint, and financial data tools., • Strong oral and written communication skills with the ability to collaborate across multiple internal and external stakeholders. Monticello offers a competitive base salary and bonus. The base salary range for this position is $85,000-$120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets / syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Inves

Job DescriptionVice President, Investor Relations (Agency) Join the agency consistently recognized as a “Best Place to Work,” known for its values-based culture and commitment to employee growth. This role offers the opportunity to advise innovative companies as they communicate effectively with investors, analysts, and the broader financial community. FINN Partners is seeking a strategic, client-facing Vice President to join its Investor Relations team. This role is focused on investor relations advisory and financial communications within an agency environment. The Vice President will serve as a trusted partner to clients, helping shape investor messaging, prepare leadership teams for investor-facing moments, and manage ongoing investor relations programs. This position reports directly to a Senior Partner leading Healthcare Investor Relations and is hybrid, with candidates based in the New York metro area. Role Overview The Vice President will lead day-to-day client relationships, independently manage investor relations programs, and provide strategic counsel to senior executives. The emphasis of this role is communication, narrative development, and relationship management—not capital raising or transaction execution. Key Responsibilities • Serve as the day-to-day lead on assigned Investor Relations client accounts, • Advise executives on investor relations strategy, messaging, and positioning, • Lead quarterly reporting processes, including earnings calendars, financial results releases, earnings scripts, and Q&A/key message development, • Draft, edit, and oversee investor-facing materials such as press releases, investor presentations, shareholder letters, and related communications, • Prepare CEOs, CFOs, and senior leadership teams for earnings calls, investor meetings, conferences, and analyst interactions, • Monitor and analyze sell-side research, peer activity, industry trends, and market developments to inform client strategy, • Provide insights and analysis to senior executives on investor and analyst feedback, disclosure considerations, and competitive positioning, • Plan and execute investor events, including non-deal roadshows, virtual events, and conferences, • Develop and maintain relationships with sell-side analysts and institutional investors on behalf of clients, • Support investor and analyst targeting strategies and outreach planning, • Collaborate with internal teams to support new business initiatives and pitches, • 5–10 years of experience in Investor Relations, financial communications, or related advisory roles, in either an agency or corporate environment, • Experience supporting investor-facing communications within healthcare, biotech, med-tech, or regulated industries strongly preferred, • Strong executive presence with the ability to present confidently to senior management teams, • Excellent written and verbal communication skills with strong attention to detail, • Ability to manage multiple client priorities in a fast-paced agency environment, • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and IR tools such as Ipreo and IR Insight, • Experience using AI tools to support research, content development, or workflow efficiency, • Bachelor’s degree required; Business or Finance preferred Anticipated Salary: $140,000 – $160,000, commensurate with experience and location #LI-LC1 To Apply: Please upload your resume and cover letter, as well as indicate your desired salary in $US Dollars. While we appreciate the interest of all candidates, we will only respond to those with whom we have a greater interest. About FINN Partners: Founded in 2011 on the core principles of innovation and collaborative partnership, FINN Partners has grown from about $24 million in fees to nearly $200 million in fees over ten years, becoming one of the fastest growing independent public relations agencies in the world. The full-service marketing and communications company's record setting pace is a result of organic growth and integrating new companies and new people into the FINN world through a common philosophy. With more than 1,300 professionals across 35 offices, FINN provides clients with global access and capabilities in the Americas, Europe and Asia. FINN Partners clients are also supported through longstanding partner agencies and its membership in the PROI network of leading agencies around the world. Headquartered in New York, FINN has offices in: Abu Dhabi, Atlanta, Bangalore, Bangkok, Beijing, Boston, Chicago, Delhi, Denver, Detroit, Dublin, Fort Lauderdale, Frankfurt, Hong Kong, Honolulu, Jerusalem, Kuala Lumpur, London, Los Angeles, Madison, Manila, Mumbai, Munich, Nashville, Orange County, Paris, Portland, San Diego, San Francisco, Seattle, Shanghai, Singapore, Washington D.C. and Yangon. Powered by JazzHR 9HQt61huhP

Job DescriptionCompany Description Where Culture, Care, and Art de Vivre Meet At Sofitel New York, luxury is more than a standard—it’s a feeling. Sofitel New York is looking for a Revenue Analyst who is an enthusiastic, hospitality-oriented professional that will assist with revenue operations. Establishing and supporting a high level of cooperation and teamwork in all areas of Revenue and among other departments. What is in it for you: • Employee Discount Travel Program, • Employee Assistance Program (EAP), • Extended healthcare plan coverage, • Opportunity to develop your talent and grow with the Company, • Train and support hotel ambassadors on revenue maximization through the full utilization of the Company's systems and best practices, in accordance with global brand revenue management specifications., • Implement and develop pricing strategies, yield strategies, selling strategies and revenue management best practices for every segment on each distribution channel, • Investigate and communicate new ways to capture optimal revenue potentials. Consult with key managerial groups and applicable personnel to identify hotel issues/concerns in regards to revenue improvement plans and trends in the marketplace., • To ensure revenue maximization is realized, best practices are utilized, marketing program compliance is enforced and appropriate channel distribution is realized. Mentor hotel management staff to excel in these areas. Develop and/or deliver training programs to support revenue management objectives and strategies as needed., • Assist in managing the reservations department to provide efficient, accurate and courteous reservation services and telephone solicitations while maintaining on-going communication with the sales department and the front office on rooms status. Develop and implement new up-selling strategies for each point of sale of the hotel., • Supervise the reservations personnel; interview, train, coach, conduct performance appraisals, and provide open communications., • Perform special projects and other responsibilities as assigned. Participate in task force assignments., • Assist Director of Revenue with forecasting demand day-by-day and segment by segment. Utilize strategic forecast in order to optimize hotel revenues thru pricing, inventory and distribution strategies. Communicate strategy and needs with the sales team, • Assist Director of Revenue with yearly budgeting processQualifications, • Bachelor's Degree in Hotel Management, Business, Statistics, Marketing, Finance or a relevant field of work, or an equivalent combination of education and work-related experience. Experience in hotel operations management, revenue management which includes knowledge and experience in hotel pricing concepts, yield management optimization and selling strategies., • Ideally two years of Analyst level experience., • Demonstrated effective verbal and written communication skills and experience with industry and market trends as they relate to revenue opportunities along with a demonstrated ability to drive revenue., • Knowledge of effective hotel pricing concepts, yield management optimization and selling strategies as well as the ability to determine which concepts to apply in given market conditions. Demonstrated experience in industry training, including preparation, implementation and delivery of training programs. Demonstrated analytical skills and ability to use the results of analysis to make effective strategic decisions. Additional Information Our Culture / Be ALL you are with ALL your Heart At Accor, we are committed to diversity. Each individual, each personality, and each experience has its place to grow and make us grow collectively. Everything we do, we do with heart. We are creators of emotions, professionals of the human experience, open to others and the world around us. • Our culture is inclusive. We value the richness of the 120 nationalities, the different backgrounds, the different stories that make up our company., • We care for the world around us: our teams, our guests, our establishments, our environment are at the heart of our concerns. Our mission is human, essential: to bring cultures together, to open windows on the world, to provide unforgettable experiences, day after day., • All our heartists are talents in the making, they are the future of our group and our hotels. Helping them grow professionally and develop personally according to their wishes and ambitions is our priority., • Together, we imagine your future. Our group is large, with many opportunities, and the experiences are infinite., • We dare to question the status quo. We challenge ourselves to always do better. We take risks, we dream the impossible and make it possible. Visa Requirements: Must be legally eligible to work in the United States.

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 GILMARTIN GROUP LLC POSITION AVAILABLE - Analyst ***IMPORTANT---THIS ROLE IS IN-PERSON IN OUR NEW YORK CITY OFFICE. PLEASE DO NOT APPLY IF YOU ARE NOT ABLE TO BE IN THE NEW YORK CITY OFFICE FULL-TIME VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a highly motivated individual to fill the position as an Investor Relations Analyst based in our Larkspur, CA office. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Role • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative, • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment APPLICATION PROCEDURES Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer

Job DescriptionMISSION CAPITAL: Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The base salary range for this role is $125,000 - $175,000 per year. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Job Description Investment Banking Analyst – Healthcare M&A Location: New York, NY (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies. The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions, making Ziegler one of the most active advisors in the physician services sector. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A team in New York. Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the New York area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • At least 1 year of experience in investment banking, ideally with M&A transaction exposure, • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job Description Overview Founded in 2011, World Insurance Associates (“World”) is the second fastest growing insurance broker in the U.S. and has deep specialization in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Mergers & Acquisitions (“M&A”) are core to World’s strategy and the Company has completed over 180 deals since its founding, with nearly 100 of those completed in the last two years. World works closely with private equity firm Charlesbank Partners, an investor in World since 2020. Position Summary The ideal candidate is driven to build a career in M&A and dealmaking. The Analyst should thrive in a fast-paced environment and be a motivated self-starter. As an integral part of the Corporate Development team, the Analyst will learn from seasoned professionals while putting their stamp on each deal. No day will be the same as the previous, however the Analyst can expect to play a part organizing the group’s deal origination effort, evaluating and modeling prospective deals, and seeing transactions through the ultimate closures. The position will report to the SVP of Corporate Development and will interact heavily with the entire Corporate Development team. Experience with the insurance industry is a plus, but not necessary. Primary Responsibilities • Organize the prospective deal pipeline and support the pre-offer evaluation effort, • Develop financial models to evaluate specific opportunities and support confirmatory due diligence process, • Communicate with sellers to ensure due diligence requests are satisfied, • Develop offer letters for prospective deals, adjusting terms based on the specific deal needs, • Provide support to our deal-leads (Corporate Development VPs) as they take deals from offer stage to closure, • Work with other World functional departments, including the integration team to drive cross-dependencies, • Occasionally provide support to the executive team including developing presentations to World’s Board of Directors, materials for our investors and lenders, and presentations to support the Company’s M&A initiative Qualifications • Bachelor’s degree with a business focus is preferred, • Strong interest in M&A, finance, and business strategy, • Good fundamental understanding of financial statements, • Strong proficiency in Microsoft Office suite including Excel, PowerPoint, Word, and Outlook, • Ability to manage multiple projects simultaneously, • Ability to work in a constantly changing environment, • Some insurance experience is a plus but not necessary. Curiosity to learn the insurance space preferred Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-GP1#LI-HYBRID Powered by JazzHR wi2Ffs6lp7

Job DescriptionSalary: $80K - $95K Media Development Investment Fund (MDIF) is seeking to appoint a full-time highly competent and organized professional for the position of Financial Planning and Grants Analyst in our New York City office. The successful candidate will lead MDIFs financial planning and reporting processes including creation of annual operating budgets, program grant budgets and periodic forecasts, variance reports, and analyses. This position will be responsible for creating plans and communicating financial results to varied audiences, including MDIF management, funders, and Board of Directors. As a member of MDIFs finance team based in MDIF's New York City office, the position will report to the CFO and work collaboratively across MDIFs global organization. Duties include: • Work with program and regional staff to develop budgets and forecasts for all programs, grants, departments, and offices globally., • Oversee the financial reporting of all departments, regions and grants (restricted or unrestricted) and ensure that reporting guidelines are met as stipulated per grant agreements., • Communicate with departments and regional staff regarding a variety of financial matters, including but not limited to budgeting, allocations and reporting., • Maintain restricted and unrestricted grant budget to actual report templates and report balances per grant, monthly or as requested., • Monitor and maintain all active grants and related coding (fund, activity, etc.)., • Submit Budget to Actual reports to Chief Program Officer and program directors quarterly or as needed., • Assist regional offices with the allocation of funds toward fixed costs, • ensure that accurate and appropriate percentages/allocations are maintained, • provide analysis of grant coverage as needed (particularly when drafting proposals), • Review and approve coding for contracts and payment requests related to restricted grants., • Monitor and ensure compliance with internal controls, company policies and procedures., • Maintain Grants Receivable schedule and update unrestricted and temporarily restricted net asset schedules monthly., • Maintain salary allocation spreadsheet., • Coordinate with the development team to reconcile grant revenues to meet all donor requirements and deadlines and to maintain fiscal year allocation of grant revenues., • Provide assessment of financial implications for proposals and new projects., • Review regional offices expense and advance requests., • Manage annual grant audits and support annual statutory audits (i.e. gathering support for payments, preparing financial reports for submission to auditors, reviewing audit drafts and comments, etc.)., • Assist with coordination of cash flow projections and reporting., • Perform ad-hoc financial modelling and reporting requests., • Contribute to an array of cross-disciplinary projects and initiatives, as well as drive continuous improvements in financial processes, systems, tools, and documentation., • Other duties as assigned. Education: Minimum of a bachelors degree in accounting/finance or related professional training in grant reporting. Experience: At least three years of progressively responsible work experience, preferably in FP&A or grants administration; experience with accounting, financial planning and grants-management software and general ledger analysis. Related Skills and Knowledge: • Excellent financial analysis, written and verbal communication skills in English., • Advanced experience and proficiency in Microsoft Excel and PowerPoint required., • Experience and proficiency with Business Intelligence (BI) or Corporate Performance Management (CPM) tools (e.g., Power Pivot, Power BI, Tableau, DataRails, Prophix, Solver, Tagetik, TM1, EssBase) preferred., • Strong organizational abilities with attention to detail in a fast-paced environment is essential., • Experience in a complex multi-entity, multi-national corporation, or not-for-profit preferred., • Ability to work independently and across teams as a global subject matter expert., • Identification with MDIFs mission and a passion for Freedom of the Press. About Media Development Investment Fund: MDIF is a not-for-profit impact investment fund specializing in the media sector, principally in news businesses in countries where the press is not free. We are an organization of 65 people working across the globe. Headquartered in New York with offices in Prague and Belgrade, we have regional representation in countries around the world including Colombia, India, Indonesia, Poland, and South Africa. Since 1995 MDIF has invested $323m in 153 independent media businesses in 48 countries, typically where the independence of journalism cannot be guaranteed and access to information is under threat. Our financing helps independent media companies fulfill their commercial potential while safeguarding their editorial independence. We work with a range of businesses from early-stage ventures to established players seeking to expand audiences or diversify revenues. The companies we partner with often lack access to investment capital, and all companies in our portfolio are committed to the highest standards of independent, quality journalism. Total Compensation includes: Salary Range $80k 95K (commensurate with experience) Paid Time Off / Paid Sick Leave / Paid Personal Days Up to 100% medical and dental benefits for employees and family members Generous employee 401(k) contribution - no match required To Apply: Please send your Resume and Cover letter. MDIF is an equal opportunity employer. Heavily AI-generated resumes and cover letters are less likely to be reviewed favorably