Trabajos credit analyst en Union City, New Jersey - Page 4Crear alertas

Candidates must have excellent verbal and written communication and strong interpersonal skills; Ability to meet deadlines and manage multiple projects in a timely manner and to be a team player; Research and analytical skills; Keen attention to detail and organizational skills; Excellent verbal and

The Analysts will work with the team's Underwriters to lead a best-in-class Leveraged Lending In-Business Credit organization with the primary goal of materially enhancing Citi's end-to-end Leveraged Lending credit management process. LFU Analysts will be actively involved in Citi's credit approval

Utilizing solid credit and analytical skills, the analyst will be responsible for supporting the portfolio management of the Commodity Finance business line in the US Wholesale Banking Division, for the purpose of providing continuous oversight of the Commodity Finance portfolio. Bachelor's degree i

Senior Business Analyst With Credit Risk Experience. We are seeking a highly skilled and experienced IT Business Analyst to join our dynamic team. As a senior IT business analyst, you will play a crucial role in building and enhancing regulatory capital calculation applications.

This is a unique opportunity to be part of a lean, high-performing team operating at the center of decision-making for Apollo's $400+ billion Credit business. Assist in analyzing market trends, business performance, and competitive positioning to inform Apollo's strategic roadmap. Apollo is a high-g

As a Credit Analyst, you will play a critical role in supporting the Lending team by analyzing financial data, loan documentation, and risk profiles of current and prospective borrowers. Gather, analyze, and interpret credit information, leases, real estate appraisals, and investigative reports to a

Carlyle Global Credit is seeking a highly motivated Analyst to join the ABF (Asset-Backed Finance) Asset Management team, with a dedicated focus on analytics and reporting. ABS, CLOs, structured credit, private credit, financial analytics, Portfolio & Liability Management, or financial operations ro

The PCLS team is seeking an Analyst to join the team in a high-exposure role responsible for the development, execution, and management of a broad range of growth initiatives and business priorities across PCLS. The Analyst will help bring structure and accountability to a fast-growing and complex b

A Senior Business Analyst, who will join the FIC Global Spread Products eTrading technology team.You will be responsible for facing the desk and being a key bridge between the trading desk and the technology team.You will work with various Spread trading desks, with a focus on the Credit trading and

Business Analyst W/ Hedge Funds Private Credit Or Asset Management/Capital Markets. We need: A business analyst (10+ years minimum) who has been involved in supporting private credit and/or asset management projects.

Lazard’s Private Capital Advisory Group (“PCA”) is a global leader in raising capital, executing secondary transactions and providing capital solutions for private investment funds. The Lazard Private Capital Advisory Group has three lines of business:. Private Equity and Credit Fund Placement

A leading financial services firm is seeking an Analyst – Strategic Planning in Mexico City. The candidate will support strategic decision-making in the Credit Card ecosystem, leveraging analytical capabilities and deep business acumen. Responsibilities include developing strategic plans, conducti

Job Description Onsite address: 1555 Blake St. Denver, CO 80202 As a mid‐level Fixed Income Investment Analyst, you will play a central role in shaping portfolio decisions and driving performance across a diverse range of fixed income strategies. This is a chance to step into position where your analytical rigor, market intuition, and independent thinking directly influence investment outcomes.You’ll take ownership of sector and issuer coverage, develop differentiated investment theses, and collaborate closely with portfolio managers to translate insights into actionable positioning. Your work will span macroeconomic, fundamental, technical, and valuation factors, giving you a broad platform to deepen your expertise and expand your impact. Qualifications: • 7+ years of credit research analyst experience., • Demonstrable security selection ability with a proven track record., • Strong investor mindset with the ability to think beyond traditional analyst frameworks., • Demonstrated proficiency in building and maintaining independent financial models to test a wide range of company outcomes., • Deep understanding of corporate finance, accounting, and fixed income markets., • Ability to integrate top-down macro views with bottom-up fundamental analysis., • Experience and/or willingness to cover securities across the risk spectrum (IG, HY, loans, structured credit, etc.). Prior leveraged finance experience or financial sector coverage experience is a positive., • Strong verbal and written communication skills, with the ability to articulate views concisely and persuasively., • Ability to work and make decisions independently in time sensitive environments, while also functioning effectively within a team., • Strong interpersonal skills with the ability to build internal and external relationships., • Experience interacting with clients is advantageous, • Bachelor’s degree required; advanced degrees or certifications (e.g., CFA) are a plus., • Advanced proficiency in MS Excel and Bloomberg, • Basic coding experience (Python, R, or similar) is not required but highly valued., • Demonstrated creativity, initiative, and drive., • Entrepreneurial mindset with flexibility and adaptability in a business building environment., • Prior experience mentoring or guiding junior analysts is preferred; willingness to take on leadership responsibilities is expected., • Conduct independent, high conviction research to formulate investment recommendations on individual securities., • Serve as a sector expert across multiple sectors, developing deep expertise over time., • Identify and recommend the best risk adjusted total return opportunities across the capital structure, with a focus on downside protection., • Maintain ongoing coverage of portfolio holdings, ensuring timely updates and adherence to the investment process., • Participate in research meetings, company visits, and industry engagements, including discussions with management teams, competitors, customers, suppliers, and other relevant stakeholders., • Communicate research findings clearly and effectively through written notes, reports, presentations, and direct dialogue with Portfolio Managers., • Support portfolio construction discussions by providing insights on relative value, risk factors, and market dynamics., • Collaborate with team members across fixed income strategies to support portfolio needs and firmwide investment initiatives., • Mentor and potentially manage junior analysts, providing guidance on research approaches, modeling, and professional development., • Contribute to the evolution and enhancement of the team’s investment process and analytical frameworks., • Understand and adhere to all regulatory obligations and firm policies applicable to the role., • Advanced financial modeling and valuation capabilities., • Strong understanding of credit analysis, capital structures, and fixed income instruments., • Ability to synthesize macroeconomic, industry, and company-specific data into actionable investment insights., • High attention to detail with strong analytical rigor., • Proficiency with Bloomberg and Microsoft Office; familiarity with coding languages is a plus., • Strong security selection intuition supported by disciplined research., • Ability to balance top-down and bottom-up perspectives., • Comfort evaluating securities across varying levels of credit risk., • Entrepreneurial mindset with the ability to identify opportunities and improve processes., • Clear, concise, and persuasive written and verbal communication., • Ability to present complex ideas to Portfolio Managers and senior leadership., • Strong relationship-building skills with internal teams, external partners, and company management., • Ability to mentor junior team members and contribute to a collaborative, high-performance culture.

Job Description At-a-Glance: Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Financial Analyst. Position Type: • Contract, • Strong organizational, communication, and interpersonal skills., • Experience creating, enhancing, and maintaining process documentation., • Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Power BI experience preferred., • Familiarity with financial systems such as TM1 is a plus., • Demonstrated attention to detail, accuracy, and adherence to deadlines., • Strong control mindset with sound problem solving and critical thinking skills., • Ability to manage multiple priorities effectively in a fast paced environment., • Working knowledge of private alternative investment structures and operations (e.g., Private Equity, Real Estate, and Credit) preferred., • Support and participate in key automation and process improvement initiatives., • Assist with ongoing deliverables, including calculation and delivery of equity and carried interest estimates to the General Ledger., • Perform weekly monitoring and forecasting of current quarter projected investment related revenue, including public market pricing, FX impacts, and private valuation estimates., • Produce quarterly PPNR revenue and balance sheet forecasts, including assumption collection, input validation, and review of model outputs across revenue streams and related expenses., • Partner with cross functional Finance teams to enhance financial processes, controls, and systems., • Contribute to ad hoc analyses, projects, and initiatives as business needs arise.

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: Private Credit Analyst Department: Abacus Finance Reports To: Managing Director Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY Founded in 2011, Abacus Finance is a leading private credit fund, focused on senior debt financing to private equity-backed operating company investments. Since Abacus's inception, it has invested nearly $4 billion across 115+ platforms, and is currently managing ~$1.4BN across multiple vehicles. The firm targets private debt financing opportunities of up to $60 million and finances companies with EBITDA between $2 million and $15 million. The analyst will assist with structuring and executing senior debt financing transactions for lower-middle market sponsor led LBOs, acquisitions financings and recapitalizations. Key responsibilities include: • Develop initial screening materials, draft term sheet proposals, perform extensive underwriting due diligence, prepare and seek formal loan approval and assist in closing of transactions, • Prepare comprehensive loan package including write-up of issuer and transaction financial analysis, industry and market trend analysis, financial modeling, and presentation of the potential investment to the investment committee, • Manage assigned portfolio investments to monitor account performance monitor/report on assigned portfolio and ensure compliance with covenants and other loan documents, • Create presentations for both internal and external use as well as other special strategy related projects that may arise, • Bachelor's degree, • Superior academic record and job performance, • 1-3 years professional experience in banking, private credit and/or private equity, • Formal credit training and experience working in small deal teams (2-3 deal team members) preferred but not required, • Excellent excel and modelling skills, • Strong written and verbal presentation skills, • Ability to work collaboratively and think independently, • Immediate hire New York pay range$135,000—$145,000 USD

Job Description Are you ready to go uP? • We are named in Top Workplaces NYC for 2024, • We are one of the winners of USPAACC’s Fast 100 Asian American Business awards, • We are recognized as one of the Top 5000 in Inc. Magazine’s Fastest Growing Private Companies, • We were a finalist for Best ISO of the Year by ETA in 2024 Click here: Why Should You Join Universal Processing? • You want to work at a minority owned Fintech company that empowers small to medium-sized businesses, • You are passionate to serve and support our local community and their growth, • You get on-the-job training to get you familiar with the industry and the role, • You get medical, vision, and dental coverage, generous PTO, and 401k Role Summary: The Data Analyst role is a fully onsite position, 5 days a week. This position is responsible for transforming raw data into meaningful statistics, information, and explanations. The Data Analyst assists the Finance department with analyzing accounting data. Responsibilities: • Collect, clean, analyze and interpret business performance data, including sales performance (monthly & ad hoc) and client support metrics (quarterly & ad hoc). Prepare clear, actionable reports for management and relevant stakeholders, • Support company-wide KPI analysis, including database maintenance, raw data processing, and analytical support for cross functional operational needs, • Utilize data analytics and quantitative skills to analyze key financial and operational data; create charts, dashboards, and visual reports to enhance decision making and understanding, • Collaborate closely with Accounting and Finance teams to support the analysis of accounting and financial data, ensuring consistency and accuracy across reporting, • Code, verify, and record charges, rates, and billing information in the appropriate financial systems; prepare invoices, revenue or expenditure summaries, and documentation for internal and external submissions, • Process and manage ACH transactions and assist with payment-related workflows in accordance with company policies and controls, • Assist in processing automation and system improvements, including streamlining manual workflows and supporting the setup of new tools or system interfaces, • Prepare reports and statements for internal management, cross-functional projects, and external stakeholders as required, • Assist the Chief Financial Officer and senior accounting staff with quarterly and ad hoc stakeholder reporting and analysis, • Handle confidential data and sensitive information in strict accordance with company guidelines, compliance requirements, and internal controls, • Must be authorized to work in the US at the time of hire. We are an E-Verify employer!, • Bachelor’s degree in Data Analytics, Finance, Business Analytics, or related field is required, • Experience with using software such as Tableau, Excel, and VBA, • 2-3 years of experience working in analytics and finance teams, • Able to take initiative to solve problem effectively, • Self-motivated to learn new systems and softwares, • Able to accomplish tasks before deadlines and be detail-oriented, • Able to work efficiently as part of a team and as an individual At Let’s Go uP, we are an equal employment opportunity employer. To learn more, please visit us at: . Let's Go uP Together! Powered by JazzHR j89HY8wcaa

Job Description Arena is looking to recruit talented recent graduates to its newly established two-year Analyst Program. Our Analyst Program is an opportunity to join a rapidly growing alternative credit investment firm, directly out of undergrad, without the typical requirement of 1-2 years of investment banking experience. Analysts will play a critical role in Arena’s effort to deploy capital across its fundamentals based investment strategy across corporate private credit, real estate, structured product, natural resource, and liquid market verticals. Through on-the-job experience and regular training sessions, analysts will be exposed to various corporate finance and security analysis concepts including credit analysis, financial modeling, business model and capital structure, and fixed income and equity securities, among others. In addition to finance a security analysis, analysts will also learn important application of law with respect to buy-side investing as well as establishing critical corporate soft skills for successful careers in the financial industry. Each analyst will serve as a generalist assisting members of the investment team with industry and company due diligence, financing modeling, investment memorandum preparation, and other ad-hoc projects. 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. The investment teams that an analyst will be assigned to include the following: • Corporate Private Credit, • Corporate Securities, • Structured Finance, • Real Estate, • Energy, • Capital Markets 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., • Coordinate with internal functions including Treasury and Operations. Requirements 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. • Bachelor’s degree from a top university, ideally in a quantitative area (e.g., finance, economics, accounting, engineering, science or mathematics). Other majors that are ideal include those that require the ability to communicate ideas well either through presentations or writing (e.g. English, philosophy), • Excellent Microsoft Excel (VBA a plus) and writing skills., • Experience with financial modeling and transaction structuring / closing., • Thorough understanding of basic financial and accounting concepts., • The highest level of personal integrity, discipline and ethical standards., • A positive attitude, strong work ethic and a desire to work collaboratively across the organization., • Strong attention to detail., • Health Care Plan (Medical, Dental & Vision), • Paid Time Off (Vacation, Sick & Public Holidays), • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are looking for a corporate finance professional who has the depth of experience and flexibility to provide support across a variety of corporate treasury activities. The primary focus will be on the investment portfolio and corporate finance activities. The investment portfolio is an essential element of the corporation’s overall liquidity management strategy and provides an immediate source of funds to support Visa’s daily settlement processes as well as other working capital needs. The individual will be a key member of Visa’s global corporate treasury group which is responsible for funding Visa’s operations, liquidity risk management, investments, and capital structure. The role will also be responsible for Visa's core corporate finance functions, including stock repurchase activity, capital structure, asset liability management policies, the revolving credit facility, interaction with rating agencies, and collaboration on liquidity risk management decisions. The position will report to the Senior Director of Capital Markets & Investments. Principal Duties and Responsibilities Capital Markets & Risk Management • Cooperatively formulate, identify, and execute capital structure priorities with an asset liability based risk management framework., • Develop and execute stock repurchases plans in consultation with Corporate Treasury Leaders and manage the dealers' rotations, • Responsible for maintaining, renewing, and managing Visa's revolving credit facility and commercial paper program, • Responsible for strategic and tactical planning to access debt capital markets and proactively identify associated risk mitigation opportunities., • Continued engagement with banks, financial institutions, and rating agencies to stay abreast with current situations impact Visa's liquidity, capital structure, and access to capital markets., • Actively partner across the Treasury to drive the success of technology initiatives., • Work directly with internal stakeholders to deliver various activities, including SEC reporting activities, Internal/External audits, Investor presentations etc., • Develop and execute investment strategies that will meet targeted risk adjusted returns while meeting the portfolio’s liquidity objectives, • Analyze and quantify risk/return profiles of asset classes, monitor financial markets, and have regular dialogue with brokers, assets managers, and other investment professionals, • Execute fixed income transactions as well as entering Repo and CP transactions for liquidity needs, • Assist with developing and executing cash and investment business plans that support Treasury strategies Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD In depth knowledge of financial markets and instruments Experience with financial modeling, financial software, and databases Strong Bloomberg, Treasury management System (TMS), Excel and Power Point skills Chartered Financial Analyst (CFA) credential a plus Possess the business judgment to manage risk and business trade offs Strong strategic and analytic corporate finance skill set Ability to be effective in executing transactions Manage multiple priorities in a dynamic environment Strong interpersonal and communication skills, and the ability to work effectively in cross functional teams Highly motivated and results driven. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this position is $129,200 to 206,700 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description Position Summary CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide construction loans, bridge loans, acquisition credit lines and long-term debt solutions for residential properties across multiple asset classes. The Originations Analyst will work with our team of Relationship Managers to source and structure new loans, analyze financing transactions and work directly with current and new customers. This is an excellent opportunity to work in a fast-paced team environment and quickly build both quantitative and customer-facing skills, expertise related to structuring commercial loans and work closely with senior CoreVest executives. Responsibilities & Duties • Work with Relationship Managers and other deal team members to evaluate potential financing transactions., • Conduct initial underwriting (budget analysis, income and expense analysis, loan sizing and structuring) for a variety of loan products, including but not limited to construction loans, bridge loans, credit lines, DSCR loans and term loans., • Assist deal teams in underwriting activities as necessary., • Assist in developing credit memos for loan committee approval., • Interact with potential borrowers and brokers to source new bridge, term, fix and flip, and DSCR loans., • Respond to inbound customer inquiries and conduct outbound sourcing activities., • Attend conferences and in-market investor events to develop customer relationships., • Perform other related duties or special projects as necessary., • Exercise discretion and independent judgment to complete work assignment. Required Experience, Skills, & Competencies • Bachelor’s Degree (Real Estate, Finance, Business Management, Economics, Accounting, Statistics, Data Science), • (0-1 years, this is entry level and targeting recent college graduates and those new to the workforce). Ideally, some experience in real estate, commercial lending, finance or a related field, • Strong quantitative and qualitative skill set and superior attention to detail, • Ability to multitask and perform in a fast-paced work environment, • Excellent MS Excel, Word and PowerPoint skills, • Some travel required (Quarterly), • Daily phone and/or in-person interaction with customers A reasonable estimate of the base compensation range for this role is $71,000-$81,000. 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 DescriptionEnergetic is helping drive the energy transition by unlocking capital for clean energy projects. We’re a diverse, mission-driven team building innovative credit insurance solutions for the energy sector.We’re looking for an Underwriter to support the growth of our credit insurance platform. This role offers hands-on transactional exposure, direct interaction with brokers and clients, and close collaboration with senior leadership on strategy and execution.What you’ll doAssess counterparty credit risk and complex financial structuresSupport strategic initiatives and process improvementsWhat we’re looking forStrong financial analysis and communication skillsCurious mindset, proactive attitude, and able to work independentlyRelevant experience may include*Credit insurance (junior/associate underwriter)*Energy project finance (analyst/associate)Bachelor’s degree in finance, business, or related field (or equivalent experience)*Experienced in financial statement analysis or formal credit training Advanced proficiency in Microsoft Office applications (Excel, PowerPoint, Word) If you’re excited about clean energy, structured finance, and building something new, we’d love to hear from you. Compensation commensurate with experience. Check out our website for info about working with Energetic. 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.

Job Description We are working with a well-established financial services firm that is looking to bring on a Risk Analyst to their Enterprise Risk Management team. The role will primarily focus on their credit, market, and operational risk. Responsibilities: • Design strategic action plans tailored to the specific circumstances of each assigned loan., • Review and interpret financial statements and performance data related to these accounts., • Assist in assembling the quarterly report outlining the progress and strategies in loan recovery., • Contribute to the preparation of risk-related reports, • Conduct research on macroeconomic conditions, industry trends, and relevant risk factors., • A Master’s degree (Required) in Project Management, Management Information Systems, Business Administration, Finance, or a related discipline., • Professional certifications in areas such as Risk Management, Compliance, Information Security, Fraud Prevention, or BSA/AML are highly valued., • Strong interpersonal and communication skills, with a professional demeanor when interacting internally or externally., • Analytical thinking and the ability to evaluate complex data to reach informed conclusions.

Job Description Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 43 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Treasury Analyst position in our downtown New York City office. The Position Monitoring firms Operating Bank Accounts which include timely payment processing, ensuring accuracy for executing of banking transactions through banking websites related to internal book transfers, external wires or uploading ACH file information. Credit Card program Administration. Key Responsibilities: • Process a high volume of treasury payments with accuracy and timeliness, • Perform detailed data entry and maintain financial records, • Assist with administration for bank websites, • Support administration of credit card programs, • Bachelor's degree or equivalent work experience, • Bookkeeping or banking experience, • Knowledge of preparing NACHA files and executing payments, • Strong Attention to Detail, • Strong organizational and analytical skills, • Strong verbal and written communication skills, • Ability to complete daily/monthly scheduled tasks, • Proficient in Microsoft Excel and Word A variety of factors are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, other business and organizational needs, and other factors permitted by law. Final salary wages offered may be outside of this range based on other reasons and individual circumstances. This position is considered full-time and therefore qualifies for benefits including 401(k) retirement savings plan, medical, dental, vision, disability, and life insurance. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. Salary Range: $70,000—$75,000 USD Why Should You Apply? • Benefits: Outstanding benefits package, including 401k match and generous PTO plan, • Career Growth: Ample opportunities for professional development and advancement

The role includes performing credit analysis, maintaining financial models, and participating in management meetings.

Job Description Classification: Exempt Reports to: Vice President of Procurement Location: Manhattan, NY – Corporate Office (with periodic site visits) Status & Hours: Full-time, onsite. Hours may vary based on program operations and event needs. Compensation: $70,000 - $90,000 salary Who We Are: Lantern Community Services helps New Yorkers impacted by homelessness move from surviving to thriving by pairing safe, supportive housing with wraparound services that build lasting stability and independence. If you believe a steady home can be the start of everything else, you’ll fit right in with our mission-first team. Lantern was also recognized as a Top 2025 Workplace by City & State New York - a great place to do meaningful work with people who care! Where You Will Work: This role is based primarily at Lantern’s headquarters in Manhattan and supports multiple program sites. Occasional local travel may be required to support off-site or community-based events. About The Role The Procurement Analyst supports Lantern Community Services’ procurement operations. This role ensures the timely, compliant, and cost-effective purchasing of goods and services that support shelter operations, housing stability programs, and administrative functions. The Procurement Analyst works closely with Program, Site Operations, Finance/Procurement, and vendors to manage purchase orders, invoices, vendor coordination, and procurement compliance in alignment with organizational and funder requirements. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Procurement & Operations Support • Support daily procurement activities using the LCS Purchase Order (PO) systems and related tools., • Assist staff with ordering furniture, supplies, food-related items, maintenance materials, and operational equipment., • Review, route, and track invoices to ensure accuracy, proper documentation, and policy compliance., • Ensure procurement activities comply with internal policies, government regulations, contracts, and funder guidelines., • Allocate expenses accurately to appropriate programs, sites, and cost centers., • Serve as a liaison between Program, Site Operations, and Finance/Procurement teams., • Assist with furniture procurement and site-related projects, including vendor quotes and coordination., • Create and manage Purchase Orders, including credit card-related POs., • Process invoices from the Accounts Payable inbox and enter data into the PO system., • Code invoices accurately in Tipalti or other financial systems., • Assist with the procurement of IT and telecommunications services and equipment., • Support ordering and invoice oversight for phones, internet, Wi-Fi, VoIP, software licenses, and related services., • Support oversight of copier and printer contracts., • Assist with ordering and inventory for office and shelter supplies, including pantry items., • Prepare and process recurring and non-recurring invoices., • Support procurement policy improvements and special projects., • Bachelor’s degree preferred, or equivalent combination of education and multiple years of relevant experience, • Experience in procurement, supply chain, logistics, or purchasing functions, • Knowledge of purchasing processes, invoicing, contracts, and vendor management, • Proficiency in Microsoft Office, including Word, Excel, and Outlook, • Strong organizational, analytical, and time-management skills, • Experience working in nonprofit, supportive housing, shelter, or human services environments, • Familiarity with financial systems such as Tipalti or similar accounts payable platforms Physical Demands: While performing the duties of this job, the employee may be required to stand, walk, climb stairs, and lift or move up to 10 pounds occasionally. Note: Lantern Community Services provides equal employment opportunities to all employees and applicants for employment. Lantern Community Services (Lantern) values the diversity of all our clients, staff, Board of Directors, and partners. By bringing diverse individuals and viewpoints together, we create more vibrant, healthy, and just communities.

Job Description At Angi®, we've had one simple mission for 30 years: get jobs done well. We make it happen by connecting homeowners with reliable pros who have the skills they need — and connecting pros with homeowners who have the jobs they want. Angi at a glance: • Homeowners have turned to Angi for more than 300 million projects, • 1,000+ home service tasks covered Angi® is defining the future of the home services industry, creating an environment where homeowners, pros, and employees benefit from more jobs done well. For homeowners, our platform is a reliable way to find skilled pros. For pros, we're a reliable business partner who helps them find the winnable work they want, when they want. For employees, we're an amazing place to call home. We can't wait to welcome you. About the role We are seeking a highly experienced and strategic Tax Director to lead our direct tax and tax provision functions in a dynamic, marketplace environment. This role will be responsible for overseeing domestic and international income tax compliance and ASC 740 tax accounting. The ideal candidate brings a strong understanding of Technology and Marketplace tax complexities, thrives in a fast-paced environment, and can scale tax processes to support business growth and evolving regulations. Reporting to the Head of Tax, the Tax Director will oversee a Tax Senior Analyst and coordinate with external advisors to ensure timely and accurate tax reporting and compliance across jurisdictions. What you'll do • Lead quarterly and annual ASC 740 income tax provision processes, including preparation, review, and disclosure of tax footnotes.Manage deferred taxes, valuation allowances, and uncertain tax positions across U.S. and international entities., • Ensure SOX-compliant internal controls over tax reporting and interface effectively with external auditors, • Partner with global finance teams and local advisors to ensure proper tax advisors to ensure the preparation and timely filing of U.S. federal, state, local, and international income tax returns, including international information reporting (e.g., Forms 5471, 8858, 8865, 1118)., • Maintain accurate documentation for transfer pricing and foreign tax credit positions., • Monitor OECD, BEPS 2.0, and global tax reform developments and assess potential impacts., • Identify and implement strategic tax planning opportunities to reduce the global effective tax rate (ETR)., • Support M&A due diligence, structuring, and integration efforts from a direct tax and provision perspective., • Evaluate and optimize the tax impact of digital marketplace operations, cross-border sales, and evolving nexus rules., • Collaborate with Finance, Accounting, Legal, and Product teams to align tax strategy with business priorities., • Work closely with the indirect tax team on nexus studies, marketplace facilitator rules, and audit responses., • Bachelor's degree in Accounting, Finance, or a related field; Master's in Tax or JD/LLM preferred., • CPA preferred, • 10+ years of progressive experience in U.S. federal, state, and international income tax, including public accounting and in-house corporate experience., • Strong technical expertise in ASC 740, U.S. international tax provisions, and compliance., • Proven ability to manage tax provision processes for multinational companies., • Experience working in fast-paced environments (preferably eCommerce, SaaS, or digital retail)., • Excellent leadership, communication, and project management skills., • Experience with ERP systems (e.g., NetSuite, Oracle), and tax tools (e.g., OneSource, CorpTax) a plus. We know that the best ideas come from teams where diverse points of view uncover new solutions to hard problems. We welcome and value individuals who bring diverse life experiences, educational backgrounds, cultures, and work experiences. Our hiring process may utilize artificial intelligence (AI) tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Compensation & Benefits • The salary band for this position ranges $185,000 - $230,000 commensurate with experience and performance. Compensation may vary based on factors such as cost of living., • This position will be eligible for a competitive year end performance bonus & equity package., • Full medical, dental, vision package to fit your needs, • Flexible vacation policy; work hard and take time when you need it, • Pet discount plans & retirement plan with company match (401K), • The rare opportunity to work with sharp, motivated teammates solving some of the most unique challenges and changing the world #LI-Remote

Job DescriptionJob Summary The Treasury Analyst supports the management of daily cash flow, liquidity, and financial transactions within the organization. Working under the direction of Treasury leadership and in collaboration with the Controllers team, this role is responsible for maintaining accurate daily cash positions, processing wire transfers and ACH payments, managing remote deposits, and ensuring proper recording of all cash activities. The position requires close coordination with internal revenue-generating departments and external financial institutions to ensure smooth financial operations, compliance with internal controls, and accurate reporting within the accounting system. Primary Responsibilities & Duties * Manage the daily cash position, including reconciliation of transactions from cash-generating departments * Process and oversee wire transfers, ACH payments, and remote check deposits * Confirm banking documentation with suppliers to support onboarding and secure transaction processing * Oversee biweekly check printing for Accounts Payable and Payroll * Partner with Treasury and Accounting teams to properly identify, record, and reconcile cash activity * Maintain relationships with banking institutions and serve as a backup contact to resolve banking issues efficiently * Prepare and complete monthly cash and treasury-related ledger reconciliations, including credit card reconciliations * Prepare and post cash journal entries in the accounting system * Ensure adherence to internal controls, financial policies, and regulatory requirements * Perform additional related duties as assigned Education & Experience * Bachelors degree in Finance, Accounting, or a related field required * Certified Treasury Professional (CTP) credential preferred * 3–5 years of treasury or cash management experience * Strong reconciliation and analytical skills * Experience working independently and collaboratively within a team environment * Excellent customer service and relationship management skills * Strong computer proficiency, including Excel and Word * Strong written and verbal communication skills * Experience with enterprise accounting systems preferred

Job DescriptionJOB TITLE: Operations Analyst, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Head of Operations LOCATION: Onsite in NYC ABOUT THE COMPANY As the Asset Management arm of A-CAP, A-CAP Management leverages deep industry expertise and a client-centric approach to deliver tailored value. By strategically sourcing less liquid credit assets including real estate, structured credit, and direct private credit, ACM efficiently allocates capital to capture liquidity premiums. This disciplined strategy avoids overexposure to long-duration fixed-income securities, which often carry uncompensated credit/rate risk. Our focus on flexibility and sourcing strengthens client outcomes through: • Maintaining credit quality and matched asset/liability profiles, • Preserving/improving return on capital, • Supporting long-term stability and growth by addressing insurance-specific regulatory, accounting, and capital challenges WHAT YOU WILL DO: • Accurately capture and settle trades across asset classes in both Charles River and proprietary internal systems, • Perform daily cash and position reconciliations; investigate and resolve breaks with custodians and administrators, • Monitor investment data quality across trade, position, and accounting systems; escalate issues as needed, • Assist in interpreting credit agreements and term sheets to support operational setup and trade booking, • Collaborate with portfolio management, risk, and accounting teams to ensure timely issue resolution and data alignment, • Support new business initiatives, system enhancements, and workflow automation projectsWHAT YOU WILL NEED:, • Strong academic performance with 3+ years of experience in fixed income operations, • Understanding of trade lifecycle and basic reconciliation processes, • Strong Excel skills; ability to handle large datasets and generate repeatable reporting outputs, • High attention to detail and strong organizational skills, • Clear verbal and written communication skills; able to work cross-functionally, • Self-starter capable of managing tasks independently in a high-pressure environment BENEFITS: A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive compensation programs, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays, • Voluntary Supplemental Insurance, • Safe Harbor 401(k) plan with employer match This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US Work Authorization Is Required Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR EtsW6Az2W6

Job Description About the firm Secure Properties is a boutique real estate investment firm focused on bespoke, long-term capital solutions. Anchored in the stability of mission-critical, triple-net real estate, we pair institutional discipline with a partnership-driven approach, providing investors and operators with thoughtfully structured opportunities that support growth, flexibility, and enduring value. About the role Secure is looking to hire an Analyst. The role will be responsible for supporting Asset Management and Acquisitions professionals on all stages of the deal life cycle including (but not limited to) financial analysis and reporting, data management, legal document review, managing deal pipeline, evaluation of potential transactions, performing due diligence, competitive analysis, and asset management of existing investments. Responsibilities: · Due diligence on prospective real estate investments as well as monitoring current investments · Review source documents, including financial operating statements, insurance certificates, leases, etc. · Perform credit analysis on potential tenants along with market research (sales comps, rent comps, sector trends) · Build and update financial models · Prepare investment summaries and memorandums · Prepare marketing materials for senior management, investment partners and lenders · Ensure transaction execution, including tracking closing checklist / diligence deliverables and review of legal documents · Review asset’s operational and financial performance; prepare weekly and monthly asset management and deal performance updates Required Qualifications: · Bachelor’s Degree in business, finance, economics, real estate, or related field · Proficient in Microsoft Office products including Excel, Word, and PowerPoint · Demonstrated interest in real estate industry Desired Qualifications: · Understanding of real estate fundamentals · Effective oral and written communication skills · Outstanding quantitative and analytical skills, attention to detail · Familiarity with real estate valuation, underwriting and/or accounting experience a plus, but not required · Motivated self-starter with effective time management skills and strong attention to detail · A desire to work within a fast-paced, collaborative and entrepreneurial environment Compensation: DOE $75k - $85k

Job DescriptionDescription: Who We Are: A Top Place to Work We believe in small businesses and the people who grow them. At Credibly, we leverage cutting-edge data science, technology, partner relations, and customer support to provide business owners with accelerated access to right-sized capital solutions. From working capital loans and merchant cash advances to lines of credit, we offer a suite of financing products that can accommodate nearly any stage of business development or credit profile. Founded in 2010 with offices in Michigan, New York, and Arizona, we have provided access to over $2.3 billion to more than 46,000 small businesses nationwide. On top of being nominated as one of Crain’s 50 fastest growing companies in New York and making several appearances on the Inc. 500 list, Credibly was also recently named a Top 25 Lending Technology Company by The Financial Technology Report. The Opportunity: We invite tech-savvy college students to apply for our Paid Summer Internship Program. There are opportunities for all students entering or past their sophomore year of college. The program offers participants hands-on experience by working alongside the company’s experienced tech and data science teams to gain practical experience, develop industry-relevant skills, and make meaningful contributions to the small business community. Interns will also have the opportunity to develop their own solution through a collaborative final project. This program features a range of internship opportunities tailored to different interests and skill sets. Applicants can review the available options below and indicate their preferences during the application process. Documents required for earning college credit will be reviewed on a case-by-case basis. Data Science/Analyst Intern Description Data Science/Analyst Intern will work the summer as part of the Risk Analytics and Data Science organization, tasked with leveraging advanced analytics and statistical techniques to drive business growth and risk mitigation. The ideal candidate is a technically adept and collaborative future professional who works closely with business partners to maintain data integrity and transparency. They have a passion for learning how to build Machine Learning and Advanced Analytics Solutions that provide seamless access to key insights. Additionally, the role involves analyzing data to uncover business opportunities, forecast trends, and drive revenue and cost efficiencies while ensuring data trust. The intern will have an opportunity to contribute to multiple projects, generate insightful reports, and learn about analytics best practices and trends. What You Will Do: As a Data Science/Analyst Intern, you will help bridge the gap between complex data and strategic business decisions. Your responsibilities will include: 1. Develop Predictive Models: Utilize Python and Scikit-learn (or similar frameworks) to assist in building, testing, and validating machine learning models for credit risk, fraud detection, or marketing propensity., 2. Exploratory Data Analysis (EDA): Perform deep-dive analysis on large datasets to identify hidden trends, correlations, and opportunities for cost savings or revenue growth., 3. Data Visualization & Reporting: Create dynamic dashboards and insightful reports that translate complex findings into clear recommendations for executive leadership., 4. Statistical Validation: Apply statistical tests to ensure the integrity of our data and the reliability of our forecasting models., 5. SQL Strategy: Write and optimize complex SQL queries to extract data from our MySQL databases and AWS S3 data lake for modeling and analysis purposes. Through the project work involving these activities, you’ll play a crucial part in ensuring that data flows smoothly and securely, empowering data-driven decision-making throughout the organization. Who You Are: · Currently pursuing or holding a bachelor's degree or master’s degree in a quantitative field such as Computer Science, Data Science, Statistics. · Strong analytical, critical thinking and problem-solving skills. · Proficiency in Python and MySQL, with hands-on experience in using Github/Bitbucket and Jira for code management and project tracking. · Experience in or a desire to learn tools like Google Sheets for data analysis and presentation, showcasing the ability to manage and process data efficiently. · Solid written and verbal communication skills. · An exceptionally strong desire to take on ownership roles in projects, learn new skills, see how analytics can drive value in industry. What Makes You Special: · Relevant experience or strong interest in Banking or Risk Management sectors. · Solid understanding of statistical methodologies and their application in data analysis. · Experience or interest in developing Machine Learning and AI Solutions, with the ability to apply these technologies to real-world challenges. Key Dates and Information: · Application Deadline: March 31, 2026 · Date you will hear back by: May 15, 2026 · Start Date: June 1, 2026 Requirements:

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 DescriptionRole: Senior Quantitative AnalystRole DescriptionThe Market Data Solution (MDS) and Risk Master (RM) businesses are seeking a high caliber candidate to join as a Senior Quantitative analyst their Mumbai office. This is a high-profile role which requires strong modelling skills coupled with a strong commercial awareness and excellent communication skills. Knowledge of market data processes or data modelling would be very useful but is not essential.Reporting to the Business Owner for MDS and RM, the key responsibilities are as follows • Develop APIs to for both open source and bank in-house quantitative libraries and market risk engines for both calibration as well as valuation use cases, e.g., • Zero Curve Calibration / Bootstrapping, • Hull White Model Calibration, • Put-Call Parity Analysis on Market Vol Data, • SABR Model Calibration, • Cubic Spline Interpolated Zero Rates, • Credit Curve (Survival Probabilities) Calibration / Bootstrapping, • Risk Factor de-composition: Regression of NonModellable Z-Spread Risk Factor on comparable Modellable Z-Spread Risk Factors to determine Modellable Explained and NonModellable Unexplained Risk Factors, • PCA for Curve Validation, • FX Stochastic Volatility Model: Heston implementationThe role involves the integration of these APIs into the GoldenSource data model. To do this effectively the successful candidate will need to understand these models in the quant or market risk libraries, • Work with the development and pre-sales teams to prototype solutions for Market Risk and FRTB Use cases, e.g., • FRTB Risk Factor Eligibility Test, • Shock generation for Equity Vol Smile using gap filling, • Reconstruction of Equity Index time-series using proxy weightings, • Aggregation of risk sensitivities in Risk Warehouse for the standardized approachTo be considered for this role you will need to have the following:, • MSc or PhD in Financial Mathematics, Mathematics or Physics or equivalent work experience, • Strong Knowledge of option pricing theory and financial mathematic, • Experience in a quantitative role for interest rates, FX or equities gained in an investment bank, • Experience in model’s development, programming and maintenance of model’s libraries, • Knowledge of derivatives products, • Strong programming skills in Python, • Good data modelling skills including some experience with RDMS, • Strong Excel, • Knowledge of Hadoop or Java would be good but not essential, • Prior experience of Open Gamma Strata or QuantLib would be good but not essentialYou will also need strong communication skills and the ability to articulate complex problems and solutions to all audiences. In addition, you should enjoy working in a fast-paced environment and be able to work to tight timescales. Excellent analytical skills with a strong focus on accuracy of information coupled with determination are also desirable skills.

Associate Director, Technology, Media & Telecom - New York. US Corporates – Credit Analyst, Associate Director - Technology, Media & Telecom. Fitch is seeking an Analyst for coverage of the Telecommunications, Media, and Technology sector based out of our New York and Chicago office.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking a Manager with expertise in Internal Audit within the Financial Services sector, specializing in evaluating the financial operations, processes, and controls of organizations such as banks, investment firms, and other financial institutions. By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.What You'll Do: • Serve as an analyst on a broad range of audit, risk assessment, control testing, and risk management projects by conducting fieldwork, testing controls, preparing work papers, and ensuring the creation of exceptional deliverables that surpass client expectations, • Conduct preliminary analyses and assessments of assigned operating units, business areas, or controls, • Perform walkthroughs with management to document processes, including narratives, flow charts, and risk control matrices, • Evaluate and test internal controls, and develop tailored remediation strategies for identified risk and control gaps, • Assess financial risks, such as liquidity risk, credit risk, model risk, operational risk, and market risk, and ensure that the organization has robust risk management processes in place, • Ensure compliance with various financial regulations and standards, such as Sarbanes-Oxley (SOX), Basel III and CCAR (for banks), and IFRS or GAAP accounting standards, as well as local regulatory frameworks, • Assist Managing Consultants in driving operational excellence by actively participating in ongoing projects, including engagement planning, budget development, progress monitoring, and quality control of deliverables, • Develop a comprehensive knowledge of business and operational processes and controls, • Cultivate new and deepen existing client relationships, leveraging a deep understanding of their business and delivering exceptional results, • Collaborate with CrossCountry and client team members to address business obstacles, explore potential solutions, and create impactful deliverablesWhat You'll Bring:, • 5+ years of prior financial services experience in professional services or industry (public accounting, advisory firm, management consulting firm, or financial institution), • Experience auditing Financial Crime (Anti-Money Laundering, Anti-Bribery and Corruption, and Sanctions), • Experience auditing asset and wealth managers for investments and processes, • Proficiency in identifying and analyzing key financial risks, including liquidity, credit, model, operational, and market risks, • Business areas and processes related to Sales, Trading, Compliance and Operations, • Products, including equities, fixed income, swaps, commodities, and currencies (digital assets experience a plus), • Regulatory requirements impacting financial services, including those related to compliance, risk management, and reporting (e.g., CCAR regulatory requirements, capital calculation and reporting, financial reporting)Qualifications:

Job Description About Closed Loop Partners Closed Loop Partners is dedicated to building the circular economy. The firm is comprised of three key businesses that create a platform for systems change: an innovation center, the Center for the Circular Economy, an investment group, Closed Loop Capital Management, and an operating group, Closed Loop Builders. Closed Loop Capital Management Closed Loop Capital Management (CLCM) manages venture capital, mid-market buyout private equity and catalytic private credit investment strategies on behalf of global corporations, financial institutions and family offices. To date, Closed Loop Capital Management has over $575+ million of assets under management. Our team has made over 90+ investments ranging from emerging innovations to established businesses. Focused on developed markets, Closed Loop Capital Management is designed to identify and accelerate circular solutions at different points within their growth, transitioning the economic system toward the efficiencies of circularity. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Role We are seeking an experienced, full-time Fund Accounting Analyst for the dynamic Closed Loop Capital Management organization. The Analyst will have primary day-to-day responsibility for the efficient and accurate execution of all general accounting functions and supporting the fund finance team. The role will report to the Director, Fund Finance & Accounting, working closely with the firm's corporate finance, investor relations, and the investment teams. This is an in-person role in our office in midtown Manhattan. Responsibilities • Maintain books and records for over 10 funds on a quarterly basis. Assist third party administrator with management of company books kept monthly., • Liaise with the firm's third-party fund administrator, auditor, and tax advisor, • Assist with quarter end financials process, maintaining schedules in support of quarter end close, and reviewing financials and capital account statements., • Review weekly bank account reconciliations, set up wire payments, monitor bank accounts and treasury processes, • Aid the year-end audit process, work with third party audit firm, edit financial statement footnotes and performance metrics, • Participate in yearly tax return process, review returns, verify accuracy of K-1 information, • Analyze intercompany transactions to confirm accuracy between funds and management company books, • Support the IR team to respond to investor questions and requests, • Analysis of fund performance, including financial modeling and FP&A Qualifications • Minimum of 2 years of post-college experience within accounting, private equity, consulting, or related industries, • Bachelor's degree in Accounting, Finance, or related field, • Clear understating of GAAP, bookkeeping, and the quarterly financial process for private equity funds, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work independently and as part of a team to take on new tasks with high levels of difficulty, • Demonstrated interest in sustainability and the circular economy Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Senior Associate/Vice President Credit Analyst Warehouse Lending Execution page is loaded## Senior Associate/Vice President Credit Analyst Warehouse Lending Executionlocations: New Yorktime type: Full timeposted on: Posted 2 Days Agojob requisition id: 14588Job Description:Senior Associa

Job DescriptionSalary: $76,700 - $95,875 Work Model & Compensation Eligibility: • This role is not eligible for incentive, bonus, or commission-based compensation., • Relocation: This position is not eligible for relocationassistance. ABOUT NYC TOURISM + CONVENTIONS New York City Tourism + Conventions is the official destination marketing organization and convention andvisitorsbureau for the five boroughs of New York City. Our mission is to invite the world and energize theCity, buildingequitable, sustainable economic prosperity and community through tourism for the mutual benefit of residents, businesses, and visitors. NYCtourism.com is the official website of New York City, reaching visitors in their trip-planning stages and showcasing everything the City has to offer. The site is also home to key marketing programs including NYC Restaurant Week, NYC Broadway WeekSM, and more. POSITION SUMMARY: The Research Analyst supports the Destination Marketing Organizations (DMO) research and insights function through the production of recurring performance reporting, ad hoc analytical support for strategic company-wide initiatives, and day-to-day research operations. This exciting analytics role is designed for an early-career analyst with strong Excel skills, foundational experience in Tableau, high attention to detail, and an interest in tourism, consumer insight, economics, hospitality and destination marketing analytics. The ideal candidate is curious about people and business, comfortable using data to communicate and eager to work in a collaborative environment where your peers are passionate about New York City. RESPONSIBILITIES: Hotel Reporting & Analysis • Produce and distribute weekly hotel performance reports, including data validation, trend analysis and concise written insights for internal stakeholders., • Develop and maintain monthly hotel reporting, synthesizing performance trends, seasonality and market dynamics. Data includes both current hotel performance, as well as forward-looking trends., • Build and maintain reporting tables using advanced Excel functionality, including pivot tables, lookups, calculated fields and structured templates., • Contribute to Tableau dashboards used for hotel and market performance reporting, ensuring data accuracy and clear visual storytelling. Visitor Trends & Market Analysis • Analyze visitor trends under the direction of the Research Manager to support organizational insights and strategic planning., • Assist with visitor segmentation analysis, including demographic, behavioral, geographic and trip-purpose segments., • Support cohort studies to understand changes in visitor behavior over time (e.g., repeat visitation, seasonality, booking patterns)., • Analyze and synthesize government and public-sector visitation data (e.g., census, transportation, border, or tourism datasets) to inform market profiles., • Help build visitor profiles, summary presentations and fact sheets for internal teams, members and external stakeholders., • Translate complex datasets into clear, well-structured tables, charts, and narratives appropriate for non-technical audiences. Ad Hoc Analysis • Provide ad hoc analytical support to the research, sales, membership and marketing teams under the direction of the VP of Research, including market performance summaries and custom data requests. Examples include analyzing Visa spend data, airline data, visitor affinity and attraction data and membership surveys post events, among others., • Translate quantitative analysis into clear, actionable insights aligned with marketing and organizational priorities., • Support the creation of summary tables, charts and visuals in Excel and Tableau for presentations and internal readouts. Research Operations & Communications • Monitor and answer the research email inbox daily and ensure responses are sent within 24 hours, escalating complex inquiries to the Research Manager and Research VP when appropriate., • Monitor and maintain the membership research portal, ensuring content is accurate, up to date and easy to navigate., • Apply consistent tagging and metadata standards to all research collateral (reports, presentations, datasets) to support discoverability and knowledge management. QUALIFICATIONS: Required • Bachelors degree in economics, statistics, finance, marketing, data analytics, hospitality, urban planning or a related field., • Strong proficiency in Excel, including pivot tables, formulas, lookups and data cleaning/manipulation., • Working knowledge of Tableau, including building or updating dashboards and basic data visualizations., • Strong analytical skills with the ability to identify trends and summarize insights clearly., • Excellent written communication skills and high attention to detail., • Ability to manage multiple deadlines across weekly, monthly and annual reporting cycles. Appropriate sense of urgency in completing work is required. Preferred • Familiarity with hotel performance metrics such as occupancy, ADR and RevPAR., • Experience working with recurring reporting cadences or standardized dashboards., • Prior internship, coursework, or professional experience involving applied data analysis or business intelligence tools., • Interest in tourism, destination marketing, consumer insight, New York City government or hospitality analytics. Core Competencies • Analytical rigor and quantitative reasoning, • Advanced Excel execution and data accuracy, • Clear data visualization and storytelling, • Responsiveness and time management, • Cross-functional collaboration, • Strong organizational and documentation discipline, • Curiosity and bias to action, • Pro-active ownership mentality and ownership mindset New York City Tourism + Conventions offer a competitive benefits package including: • Generous Time Off:PTO days and sick time. Applicants for this position must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. NYC Tourism + Conventions Commitment to Diversity, Equality and Inclusion NYC Tourism + Conventions is an equal opportunity employer and is committed to fostering a diverse, equitable, and inclusive workplace. We provide equal employment opportunities to all employees and applicants and prohibit discrimination and harassment of any kind. All qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, citizenship or immigration status, age, sex, gender, gender identity or expression, sexual orientation, marital or familial status, pregnancy or related conditions, disability, genetic information, military or veteran status, arrest or conviction record, caregiver status, domestic violence victim status, or any other characteristic protected by applicable federal, New York State, or New York City law. We strongly encourage women, people of color, members of the LGBTQIA+ community, people with disabilities, veterans, and individuals from historically underrepresented communities to apply. If you need a reasonable accommodation for any part of the application or hiring process due to a disability, medical condition, or other legally protected reason, please contact us at and let us know the nature of your request. If you think you might thrive in this environment, we would love to hear from you. EOE

The Credit Portfolio Intermediate Analyst role is a senior individual contributor and emerging risk leader responsible for owning portfolio risk strategy, influencing credit policy decisions, and driving risk-adjusted growth for the credit card business. Credit Risk Analytics Intermediate Analyst. P

Job Description Senior Billing Analyst - $90-110k - NYC - Law Firm - Hybrid schedule Summary: The Senior Billing Analyst is responsible for overseeing and executing all aspects of the firm's billing processes. In addition, this role will also play a key role in ensuring compliance with all relevant legal and ethical billing guidelines. Essential Duties and Responsibilities: * Billing & Invoicing: • Prepare complex legal invoices accurately and timely, including time entries, expenses, and disbursements., • Review and analyze client agreements and engagement letters to ensure accurate billing., • Process and reconcile client payments, including credit card payments, ACH transfers, and wire transfers., • Maintain accurate client billing records and prepare monthly billing reports., • Assist with the preparation of client statements and invoices., • Research and resolve billing discrepancies and client inquiries. Compliance: • Ensure compliance with all relevant legal and ethical billing guidelines, including ABA Model Rules of Professional Conduct and applicable state bar rules., • Set up rates and new matters., • Stay informed of changes in legal billing regulations and best practices., • Conduct regular internal audits to identify and address potential billing errors or compliance issues., • Assist with the development and implementation of firm policies and procedures related to billing and collections. Other Duties: • Provide support to other members of the finance team as needed., • Participate in professional development activities to enhance knowledge and skills. Education: High School Diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred. * Experience: 3+ years of experience in legal billing and/or legal billing compliance. * Skills: • Strong understanding of legal billing practices and procedures (e.g., hourly billing, flat fees, alternative fee arrangements)., • Proficiency in legal billing software (e.g., 3E, Aderant, Elite) and Microsoft Office Suite (especially Excel)., • Excellent analytical, problem-solving, and organizational skills., • Strong attention to detail and accuracy., • Excellent communication and interpersonal skills, both written and verbal., • Ability to work independently and as part of a team., • Strong work ethic and commitment to meeting deadlines. Compliance Experience: • Demonstrated knowledge of and experience with relevant legal and ethical billing guidelines., • Ability to conduct thorough research and analyze complex legal and ethical issues. I look forward to connecting with you! Click here for my HOT JOBS! Dan Urban Liberty Personnel Services, Inc. 1001 Conshohocken State Rd, Ste 2-410 West Conshohocken, PA 19087 #libertyjobs Company DescriptionLibertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Job Description ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Contracts Analyst will directly report to the Manager of Contracts and Grants and will be responsible for the day-to-day government contract/grant activities. S/he will also aid in special projects and duties assigned by the WSFSSH Senior Management. Please Note: This is a full-time position (4) days a week on-site, (1) day a week working from home. Job Duties & Responsibilities Responsibilities include but are not limited to: Contracts and Grants: • Prepare contract and grant budgets in compliance with contract/grant terms and conditions, • Prepare contract amendments, close-out budget modifications, and other required documentation submission for government (federal, state and city) contracts and private grants., • Process monthly or quarterly vouchers for payments on government contracts and private grants, • Prepare the Consolidated Budget Reports (CBR) and the use of the New York State Software (SFS), • Coordinate with Budget team on budgeting and variance reporting of revenue and expenditure related to government contracts and private grants, • Provide guidance to accounting staff members on cost allocation and coding for contract/grant related expenditure, • Review contracts and grants and ensure compliance with contractual rules and regulation, • Analyze General Ledger accounts related to contracts and grants and record contract related journal entries in the accounting system., • Monitor the contracts payments and prepare monthly reconciliation between the voucher amounts and payments received., • Advise Budget Analyst in setting up budgets for contract funds and allocation of salary costs in WSFSSH Position Control System (PCS), • Assist with government contract audits and compliance audits as required, • Assist with annual year-end audits, • Strong attention to detail as well as solid organization/time management skills, • Must have effective verbal and written communication skills, • Must be an enthusiastic, positive team player who is willing to help and who works well with colleagues, • Ability to work in a fast-paced environment and handle multiple tasks concurrently, • Experience using HUD’s eLOCCS system to draw down grant funds, • Proficiency in Microsoft Office applications & Adobe Acrobat Professional, • Must have a bachelor’s degree (Accounting or related major), • 2+ years of accounting related work experience, • Advanced Excel skills required, • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift or push up to 10 pounds at a time. Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees’ qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday - Friday 9am- 5pm (35) hours

Job Description Review borrower credit reports and support background/public record research (liens, judgments, bankruptcies, UCC filings) Assist with cash flow analysis using bank statements, P&Ls, balance sheets, and tax returns Support senior underwriters and analysts on credit reviews and more c

Job Description Analyze borrower cash flow using bank statements, P&Ls, balance sheets, tax returns, and A/R detail Evaluate credit risk using credit reports, public records, UCC filings, liens, judgments, and bankruptcy history Recommend approval terms, loan sizing, and risk-based structure based o

Job Description Our client—an established financial firm overseeing more than $30B in investment assets—is seeking a talented Business Systems Analyst to play a key role in their transition to Advent Geneva. This is an exciting opportunity to join a collaborative, growing team and help shape the technology that powers a leading investment organization. About the Role As a Business Systems Analyst, you will be the bridge between business needs and technical capabilities, ensuring teams across the front, middle, and back office can fully leverage Advent Geneva. You’ll work closely with stakeholders, analyze data, and support critical functions across Fund Accounting, Investor Relations, Operations, and Risk. What You’ll Do * Partner with internal teams and external vendors to understand, analyze, and document software features, platform capabilities, and workflows * Perform detailed data analysis across Fund Accounting, Investor Relations, Operations, and Risk * Develop user stories, define acceptance criteria, and review test cases in an Agile environment * Provide hands-on user support to Fund Accounting, Investor Relations, Portfolio & Credit Administration, and Risk teams * Support data governance and data modeling across multiple systems * Use SQL, Python, APIs, and related tools to support reporting and data integration * Work with the analytics team to source and structure data for business consumption * Collaborate with external consultants on system implementation activities What You Bring * 6+ years of Business Systems Analyst experience * Extensive, hands-on experience with Advent Geneva (required) * Strong understanding of financial markets, investment products, and buy-side workflows (equity research, trading, portfolio management, etc.) * Experience with Agile/Scrum methodologies * Background working with loan IBOR, portfolio management, and performance systems * Technical proficiency with Azure DevOps, JIRA, Confluence, Visio/Figma, SQL, BI tools, CRM platforms, and REST APIs

Job Description Be Part Of A High-Performing Team: Join a globally recognized financial institution operating at the forefront of capital markets and securities trading. This organization is known for its strong presence in fixed income markets, deep relationships across institutional clients, and continued investment in front-office technology and eTrading platforms. The Strategic Planning and Technology teams partner closely with Sales & Trading, Risk, and Control Functions to modernize trading systems, enhance execution workflows, and drive innovation across legacy and emerging platforms. The environment is fast-paced, highly collaborative, and intellectually rigorous—ideal for professionals who thrive at the intersection of business and technology within capital markets. What’s In Store For You: • Opportunity to work directly with Fixed Income Sales & Trading desks in a high-impact, front-office aligned role, • Exposure to complex Rates & Credit products across cash and derivatives markets, • Involvement in platform migrations, vendor integrations, and eTrading enhancements, • Act as the primary liaison between Fixed Income business stakeholders and technology teams, • Partner directly with Trading Desks to troubleshoot day-to-day issues and improve front-office workflows, • Gather, document, and translate complex business requirements into clear functional specifications, • Analyze current trade flows and identify gaps as the business evaluates new platform solutions, • Support system implementation efforts, including scope definition, testing coordination, and production rollout, • Assess risks and business impacts of system changes and recommend mitigation strategies, • Collaborate with external vendors to validate functional requirements and test system enhancements, • 6+ years of experience as a Business Analyst within the Fixed Income domain, focused on Rates and Credit (cash and derivatives), • Strong understanding of broker-dealer or investment banking environments, including front-to-back trade flows, • Hands-on exposure to Sales & Trading systems and eTrading platforms, • Solid knowledge of market data, market making concepts, and pre-trade workflows, • Experience with Bloomberg TOMS is required, • Familiarity with platforms such as Tradeweb, MarketAxess, ION, ALLQ, or ICE (BondPoint, TMC) preferred, • Understanding of TRACE reporting and regulatory environments is a plus, • SQL and relational database knowledge preferred, • Proven ability to troubleshoot technology issues, diagnose root causes, and recommend scalable solutions, • Strong communication skills with the ability to convey complex technical topics to both technical and non-technical audiences, • Forward-thinking mindset with a focus on process improvement and innovation, • FINRA Series 99 certification is a plus

Job Description About Bloom Equity Partners Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. About the Role Title and scope will be calibrated to experience level. We are looking for the right investor and leader, not just the right resume. This role sits at the center of Bloom’s investment engine-leading deals from origination through execution and driving value creation within our portfolio companies. Leveraging deep private equity investing and operational experience, the VP/Principal will manage and drive Bloom’s efforts across the full investment lifecycle: thesis generation, deal sourcing, transaction execution, debt and equity capital raising, portfolio management, and exit. The VP/Principal will expand the firm’s reach by building trust-based relationships with key parties-management teams, investment bankers, advisors, limited partners, and portfolio company executives-while serving as a trusted partner to the senior leaders of the firm. This is a high-ownership role for a proven investor who is ready to lead deals, shape strategy, and build an enduring platform in enterprise software investing. Responsibilities * Source enterprise software and business services buyout opportunities through proprietary research, intermediary relationships, and direct outreach to founders and CEOs * Help shape investment team culture, recruiting strategy and analyst/associate development programs * Lead thematic research in relevant technology sub-segments to develop conviction around investment themes and target profiles * Set up and lead quantitative and qualitative due diligence on prospective investments, coordinating across internal teams and external advisors (legal, financial, commercial, technical) * Lead and oversee key functions of a transaction including financial modeling, investment committee memoranda, investor presentations, due diligence frameworks, and lender presentations * Manage relationships with key investment stakeholders—management teams, advisors, co-investors, and financing partners-and develop a deep sector-specific network * Lead negotiations of key transaction documentation (purchase agreements, shareholder agreements, management incentive plans, credit agreements) with support from internal and external counsel * Contribute to structuring and raising debt financing in partnership with lenders and capital markets advisors * Actively engage with the boards of portfolio companies with responsibility for post-closing value creation workstreams, strategic initiatives, and board materials * Monitor performance and risk profile of existing portfolio investments; prepare and present deal information by stage to the investment committee * Lead and mentor associates and analysts in developing financial models, managing diligence processes, and advancing professionally * Support fundraising and LP relations by building investor relationships, preparing fund reporting, and participating in LP meetings and co-investment processes * Contribute to Bloom’s client-related activities, firm-building initiatives, and internal strategic planning Ideal Candidate * 6–10 years of progressive private equity investment experience, ideally preceded by 2–3 years in investment banking or management consulting * Proven track record of leading enterprise software/business services buyouts in the lower-middle market * Superior business acumen and judgment to analyze investment opportunities, market dynamics, and company financials within the technology sector * Demonstrated ability to independently lead deal processes from origination through close * Strong relationships with intermediaries, investment bankers, operators, and advisors in the enterprise software ecosystem * Ability to flex both upwards and downwards - coordinating the investment process at a senior level while maintaining the highest quality of analytical execution * Exceptional communication skills (written and verbal) with the presence to engage credibly with founders, C-suite executives, board members, and limited partners * Hands-on, entrepreneurial leader who thrives in a small, high-autonomy team environment * MBA from a top-tier university preferred Skills & Characteristics * Track record of multiple successful exits or significant value creation milestones * Ability to shape firm strategy and investment thesis evolution * Outstanding financial modeling and analytical capabilities * Strong understanding of accounting, capital structures, and debt financing * Constantly looking ahead; anticipating, guiding, and communicating proactively * Self-initiating in a manner aligned with Bloom’s strategy and culture * Inspires and engages internal and external teams * Curious, creative, and ambitious—passionate about investing in technology businesses * Excels at building internal and external alignment on ideas, actions, and recommendations * Carries and conveys a healthy sense of urgency What We Offer Bloom Equity Partners retains the culture, pace, and agility of a startup while building an institutional-quality investment platform. We are committed to attracting, developing, and retaining exceptional talent by offering a workplace where results are recognized and rewarded. * Partner-track role with meaningful carried interest participation and a clear pathway to senior leadership * Direct partnership with experienced investors and operators who have built and scaled technology businesses * High-impact, high-autonomy environment where you will lead deals and shape portfolio company outcomes from day one * Exposure to every dimension of the firm-investing, portfolio operations, fundraising, and strategic planning * Competitive compensation package including base salary, performance bonus, and carried interest * Mentorship and professional development within a collaborative, intellectually rigorous team Powered by JazzHR Xq9u9AZuFt

Job DescriptionDescription: NextGen Equipment Finance is the leading North American fleet manager of material handling equipment and warehouse solutions. NextGen provides a complete suite of creative financing solutions for customers throughout the United States. Assets that have been financed include material handling, titled equipment, software, IT, copiers/printers and medical research equipment. At NextGen we believe that Our People are what make us great and help us deliver exceptional customer service! We offer industry leading benefits to include: • Competitive pay: Plus incentive opportunities and bonus potential!, • Full benefits package that starts day one: Includes medical, dental, vision, 401K with match, company-paid life insurance and disability coverage., • 8 paid holidays, • PTO: Full-time employees enjoy a generous paid time off policy, accruing more time throughout their tenure with NextGen Equipment Finance Job Summary The Documentation Analyst will join NextGen Equipment Finance’s team to assist with lease and funding contract generation and other operational functions from the time lease documents are requested until funding occurs. The Documentation Analyst maintains the integrity of working documents, serves as a key auditor of new lease applications before they are booked, and prepares funding packages for third party financing partners. In this role, the individual will work closely with the operations, syndications, and sales departments. This role provides ample opportunity for continued learning and growth within our quickly growing company. The Documentation Analyst reports to NextGen Equipment Finance’s EVP of Operations and primarily works remotely; this is an exempt position. Key Job Responsibilities: • Generates live lease documentation quickly and accurately, • Audits data, attachments, and Document Request Forms submitted through front-end system, • Determines sales tax treatment on a contract-by-contract basis, • Prepares funding packages for sale to lenders, • Files UCC-1 and UCC-3 financing statements, • Updates document templates upon request, • Receives and reviews executed documentation packages for accuracy within internal credit, legal and documentation guidelines, • Compiles funding checklist to advise sales and operations departments, • Submits leases for transmission and booking in back end system, • Manages insurance portfolio and ensures compliance, • Sets up and issues live documents through electronic signature platform, • Diligently follows up on post-closing items, • Assists with submission of title/registration requests to third-party vehicle title processor *This job description is subject to change at any time. Requirements: • Detail-oriented individual with excellent organizational skills, • Ability to work both independently and in a collaborative, fast-paced, and team environment, • Well-rounded understanding of the leasing life cycle and funding requirements, • Effective decision-making aptitude and sound judgment, • Minimum of a Bachelor’s Degree, • 2-5 years experience. Preference made for candidates with experience in the equipment finance industry and/or contract generation., • Proficient in Microsoft Word and Excel Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit or stand up to 8 or more hours; use hands to type, maneuver, handle, or feel; and talk or hear. The employee frequently is required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is performed primarily in an open-office setting, with co-workers working side-by-side and a moderate level of activity being performed by co-workers across the office. The noise level in the work environment is moderate. NextGen Equipment Finance, LLC. considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other legally protected status.

Work on annual/quarterly reviews of loan transaction, Chinese credit packages, and select live credit transactions.

Prior to rendering a credit decision or recommendation, the Credit Analyst conducts comprehensive underwriting and credit analysis by gathering, analyzing, and interpreting a wide range of borrower, guarantor, and transaction-level credit information for existing and prospective business customers.