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Commercial Real Estate Attorney Our client is a top firm, seeking a junior to mid-level associate for its growing commercial department in Stamford. The salary for this position starts at $150k+. Qualifications • 2-6 years of experience in commercial real estate and finance., • Experience representing clients in buying and selling real estate, leasing, and financing., • M&A and general corporate work experience would be a plus., • Connecticut bar admission is required., • Excellent interpersonal skills; team focused., • All candidates must be authorized to work in the U.S. About Us Marina Sirras & Associates LLC is a boutique legal recruiting firm committed to connecting exceptional legal talent with top-tier law firms and in-house legal departments nationwide. With decades of experience and a personalized, relationship-driven approach, we take pride in understanding the unique needs of both our clients and candidates. We are a proud member of the National Association of Legal Search Consultants (NALSC) and strictly adhere to the NALSC Code of Ethics. Marina Sirras, our founder, is a former President and Chairperson of the organization, reflecting our longstanding commitment to integrity and professionalism in legal recruiting. To learn more about our team and services, please visit us at _.

Commercial Real Estate Associate - Stamford, CT Our client is a top firm, seeking a real estate associate for its busy, growing practice. This is a collegial firm which values work/life balance. The salary for this position is between $150k to $190k. Qualifications • 2-6 years of commercial real estate experience., • Experience with real estate buying and selling, leasing and real estate finance., • Excellent interpersonal skills and strong team skills., • Connecticut bar admission is required., • All candidates must be authorized to work in the U.S. About Us Marina Sirras & Associates LLC is a boutique legal recruiting firm committed to connecting exceptional legal talent with top-tier law firms and in-house legal departments nationwide. With decades of experience and a personalized, relationship-driven approach, we take pride in understanding the unique needs of both our clients and candidates. We are a proud member of the National Association of Legal Search Consultants (NALSC) and strictly adhere to the NALSC Code of Ethics. Marina Sirras, our founder, is a former President and Chairperson of the organization, reflecting our longstanding commitment to integrity and professionalism in legal recruiting. To learn more about our team and services, please visit us at _.

Job Overview – Investment Operations Associate (Private Equity) Compensation: $100,000 – $130,000/year + bonus Location: Greenwich, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring an Investment Operations Associate (Private Equity) in Greenwich, CT for our client, supporting investment data management, portfolio reporting, and fund operations across private equity and public market transactions. In this hybrid role, you will prepare investment lifecycle schedules, reconcile deal activity across Geneva and related systems, manage allocation inputs, and support capital call and distribution workflows while leveraging advanced Excel, Power Query, and data tools to ensure accuracy, controls, and operational efficiency. Responsibilities as the Investment Operations Associate (Private Equity): • Investment Lifecycle Reconciliations: Prepare and reconcile investment schedules from acquisition through exit, ensuring accurate reporting across Geneva and internal systems., • Deal Onboarding & Portfolio Data Management: Partner with deal teams to onboard investments, maintain portfolio data, and update key financial metrics and models., • Equity Allocation & Valuation Support: Execute equity allocation models and ensure valuation results are accurately reflected across systems and reporting., • Capital Activity & Investor Reporting: Support capital calls, distributions, and investor communications while reconciling investor and co-investor cash flows., • Controls, Custody & Compliance: Maintain custody records, support public market transaction reporting, and assist with audits, regulatory filings, and process improvements. Qualifications for the Investment Operations Associate (Private Equity): • Education: Bachelor’s degree in Finance, Accounting, or a related field required; Master’s degree preferred., • Experience: 3-5 years of fund operations or fund accounting experience within private equity, asset management, fund administration, or public accounting., • Industry Knowledge: Strong understanding of private equity fund structures, capital calls, distributions, equity allocations, valuation concepts, and investment lifecycle reporting., • Technical Skills: Advanced Excel proficiency required including Power Query, Pivot Tables, and VBA, with experience using Geneva and/or FIS Private Capital Suite (Investran) strongly preferred., • Data & Systems Experience: Hands-on experience with data tools such as Alteryx, Power BI, Tableau, Anaplan, or querying data warehouses including Snowflake or Databricks preferred., • Skills & Attributes: Analytical and systems-savvy professional with strong attention to detail, intellectual curiosity, ownership mindset, and the ability to manage complex datasets in a fast-paced investment environment. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, _ will keep your resume on file for future opportunities and may contact you for further discussion. ID #48197

Build Your Media Buying Career Here! Position Description As a Media Investment Associate you will support and assist media buyers on all stewardship functions relating to client schedules for national TV/Video/Audio/ Display /Search/Social buys including maintenance and organization of schedules both internally and externally to client/agency. In this position you will also assist Buyer/Supervisor on buy negotiations. Suitable candidates have strong organizational skills and encompass the ability to collaborate successfully with teams, assist on multiple projects and meet tight deadlines under pressure. A degree of creativity and latitude is expected. This is an exciting opportunity to be a part of a growing department with the ability to materially impact the business. Responsibilities • Demonstrates the required skills to input and maintain the media schedule, • Performs stewardship functions relating to client schedules, including maintenance and tracking of schedules., • Provide support to Buyers/Supervisors on assigned projects and tasks, • Demonstrates accuracy in all projects, • Meets timelines and deadlines on completing tasks and projects, • Maintains good organizational skills Skills and Qualifications • 0-1 years experience, • Bachelor’s degree in Media Studies, Digital Media or Communications preferred, • Proficient in Microsoft Excel, Word, PowerPoint & Outlook, • Strong written and verbal communication skills, • Detailed oriented with excellent organizational skills, • Ability to work within a team and independently, • Strong time management skills, • Ability to prioritize and work in a fast paced, changing environment, • Intermediate math and numeracy skills are crucial, • Must have the legal right to work in the United States Additional Information This position is based in ICON’s corporate office. The work environment is dynamic and collaborative, providing opportunities for growth and professional development. The strength of our business comes from our people, our financial resources and the great relationships we’ve built with clients and other business partners. ICON brings them together to solve problems and to create innovative business opportunities. We’ve developed trading strategies that maximize asset value and improve business outcomes. Award-Winning Culture: Recognized as one of the 25 Best Places to Work in Connecticut and a Top Workplace in Fairfield County Competitive Compensation: We offer a robust base salary paired with an attractive benefits package including generous PTO, medical, dental, vision, and 401(k) with match. Apply now and become an integral part of a Company that’s reshaping the landscape of Corporate Finance and Barter.

The Atlantic Group has partnered with an investment firm in the Greenwich, CT area. They have an immediate need for a Valuation Associate to join their team. This position is a full-time contract role that’s estimated to be around 4 months in length. Summary: Ideally searching for someone with 7-10 years of experience who brings a forward-thinking approach, especially when it comes to technical solutions and the utilization of AI. Responsibilities include: -Utilize market data and information from internal and external sources to value private debt investments such as loans to credit funds, business development companies, private companies, and other private investments. -Conduct various control procedures to ensure accuracy, consistency, reasonableness, and independence of valuation methods and the overall valuation process -Preparation of comprehensive valuation reports, presentations, and memos for the valuation committee ensuring accuracy, transparency, and compliance with reporting standards -Partner with the development team to build out and improve daily processes and internal systems -Stay updated with industry trends, market dynamics, regulatory changes, and valuation best practices, incorporating relevant insights into the valuation process and investment strategies. -Build and maintain strong relationships with external valuation vendors and internal stakeholders, including senior management and investment professionals -Continuously identify opportunities to enhance the valuation process, leveraging technology, automation, and innovative methodologies to increase efficiency, accuracy, and scalability Requirements: -7–10 years of experience in valuation, private credit, investment management, or a related financial services environment • Bachelor’s degree in Finance, Accounting, Economics, or a related field -Strong experience valuing private debt investments, including loans, credit funds, BDCs, and other illiquid/private investments -Solid understanding of valuation methodologies, market data analysis, and financial modeling techniques -Experience preparing valuation reports, committee materials, and supporting documentation for senior leadership and auditors -Ability to analyze complex financial data and deliver clear, actionable insights -Strong technical aptitude with an interest in leveraging technology, automation, and AI-driven solutions to improve processes and workflows Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 49105

We are looking for a skilled Corporate Associate to join our Corporate Practice in Stamford, Connecticut. The ideal candidate has 3–6 years of experience in corporate law, with a focus on mergers and acquisitions (M&A) and general transactional matters. This role offers the opportunity to work closely with partners and clients, handling complex transactions and providing strategic legal counsel. Responsibilities: • Handle a variety of corporate transactions, including mergers, acquisitions, dispositions, joint ventures, and strategic investments., • Draft, review, and negotiate key transactional documents such as purchase agreements, merger agreements, and shareholder agreements., • Conduct comprehensive due diligence, analyzing corporate records, contracts, and regulatory filings, and prepare detailed summaries., • Assist with transaction structuring, manage deal timelines, and oversee closing processes., • Provide legal advice on corporate governance, entity formation, capitalization, and regulatory compliance., • Collaborate with attorneys across various practice areas, including tax, finance, employment, and litigation, to address complex legal issues., • Supervise and mentor less experienced associates and paralegals, offering guidance on transactional matters., • Maintain direct communication with clients, fostering strong relationships and delivering tailored legal strategies. Requirements: • Juris Doctor (JD) degree from an accredited law school., • 3+ years of experience in transactional law, including drafting and negotiating key deal documents., • Strong knowledge of corporate governance, business structures, and M&A processes., • Exceptional drafting, analytical, and organizational skills., • Proven ability to manage multiple transactions in a fast-paced environment., • Keen attention to detail and sound business judgment., • Team-oriented mindset with a proactive and solutions-focused approach. Ideally admitted to the Connecticut Bar; however, admission is not required at the time of application. Candidates must be eligible for admission and commit to obtaining Connecticut Bar admission within three months of their start date.

Title: Associate Attorney – Commercial Real Estate Job Type: Full Time Location: Greenwich, CT, US Purpose of the Role: We are seeking a highly motivated associate attorney with 5+ years of experience to join our Real Estate practice groups. This role focuses on commercial real estate transactions, leasing, acquisitions and dispositions, and corporate finance, with a particular emphasis on representing business owners, investors, sponsors, developers, and franchise operators. The ideal candidate will have experience handling sophisticated transactions from drafting through closing and will be comfortable working in a fast-paced, client-facing environment. Responsibilities: • Draft, review, and negotiate commercial real estate agreements, including purchase and sale agreements, leases, and related transaction documents., • Manage commercial real estate acquisitions and dispositions from initial structuring through closing., • Assist in structuring and negotiating corporate finance transactions, including loan documentation and related agreements., • Represent borrowers and lenders in financing transactions, including those involving franchise businesses., • Conduct due diligence, including title and survey review, and coordinate with lenders, title companies, and opposing counsel., • Provide strategic guidance to clients on transactional matters and business objectives., • Collaborate with partners and senior attorneys on complex matters while managing day-to-day responsibilities independently. Qualifications: • J.D. from an accredited law school and strong academic credentials, • Admission to practice in Connecticut (required); admission in New York and/or New Jersey is a plus., • Must be based in or willing to commute to the Greenwich, CT area., • 5+ years of experience in commercial real estate and corporate transactions., • Experience with commercial leasing, acquisitions and dispositions, and financing transactions., • Familiarity with franchise-related transactions or franchise finance is a plus., • Strong drafting, negotiation, and analytical skills., • Ability to manage multiple matters and meet deadlines in a fast-paced environment., • Excellent interpersonal and client communication skills. Compensation & Benefits • Base Salary: $160,000–$200,000 annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit—your performance and client contributions impact your compensation., • Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs.

Innovative Driven is currently seeking a Commercial Real Estate Associate Attorney to join the collaborative team at one of our most well-respected law firm clients! This is a wonderful opportunity to work on sophisticated commercial real estate deals on a Connecticut-based team. The role is largely onsite in the firm's Greenwich, CT office. If you prefer some remote days, the firm is open to discussion and they have a very reasonable billable hour requirement! RESPONSIBILITIES: • Draft, review, and negotiate commercial real estate agreements, including purchase and sale agreements, leases, and related transaction documents., • Manage commercial real estate acquisitions and dispositions from initial structuring through closing., • Assist in structuring and negotiating corporate finance transactions, including loan documentation and related agreements., • Represent borrowers and lenders in financing transactions, including those involving franchise businesses., • Conduct due diligence, including title and survey review, and coordinate with lenders, title companies, and opposing counsel., • Provide strategic guidance to clients on transactional matters and business objectives., • Collaborate with partners and senior attorneys. REQUIREMENTS: • JD from an accredited law school and strong academic credentials., • Admission to practice in Connecticut (required); admission in New York and/or New Jersey is a plus., • Must be based in or willing to commute to the Greenwich, CT office., • Five or more years of experience in commercial real estate and corporate transactions., • Experience with commercial leasing, acquisitions and dispositions, and financing transactions., • Familiarity with franchise-related transactions or franchise finance is a plus.

About Us Constitution Credit is an emerging real estate credit hedge fund based in Greenwich, CT. The Role We're hiring an IR associate to support the founding team across capital raising, investor communications, and operations. You'll work directly on every part of the LP lifecycle. Responsibilities • Handle most investor communication including initial outreach and ongoing comms, • Maintain the CRM: contacts, meeting notes, pipeline status, follow-ups, • Research and build prospect lists across family offices, RIAs, wealth platforms, and institutional allocators, • Help draft monthly investor letters, quarterly reports, and market commentary, • Support responses to investor inquiries, RFPs, and DDQs, • Coordinate investor onboarding: subscription docs, KYC/AML, accreditation, • Work with the fund admin on distributions, and investor notices, • Manage the data room and IR process documentation Qualifications • Bachelor's degree in finance, economics, real estate, or a related field, • 1–5 years of experience in sales/marketing/IR, • Proficiency in Excel and PowerPoint, • Comfortable in a small, fast-paced environment, • High EQ; strong written and verbal communication skills What We Offer • Competitive base (70,000-80,000) and bonus (120,000+), full benefits, 401(k), • Real responsibility from day one with a defined path into a senior IR role. To Apply Send your resume and a brief note to careers@constlending.com

Pay: $180,000.00 - $230,000.00 per year Why This Is a Great Opportunity • Work on sophisticated finance transactions for banks, funds, and corporate borrowers in the New York metro market., • Take on real responsibility as a mid-level associate on senior secured, mezzanine, and other leveraged financings., • Join a partner-led, right-sized team where you see the full life cycle of deals and have direct client contact., • Collaborate with highly respected finance, corporate, and private equity attorneys in a tight-knit, collegial environment., • Enjoy a hybrid schedule that balances in-person collaboration with work-from-home flexibility. Location Stamford, CT Hybrid role with a mix of in-office and remote work, offering the best of both worlds in a major business hub within the greater New York City metro area. Note To be considered, you must have 4+ years of finance/banking experience representing financial institutions and borrowers, including hands-on work on senior secured and/or mezzanine financings, and be able to work a hybrid schedule based out of Stamford, CT. About Our Client Our client is a highly regarded business law firm known for pragmatic, solution-oriented counsel to middle-market private equity sponsors, portfolio companies, institutional investors, family offices, and high-growth businesses. Their partner-led teams handle complex corporate, finance, fund, and litigation matters with a collaborative, cross-disciplinary approach. Relationships, trust, and exceptional service are central to their culture, and attorneys enjoy sophisticated work, direct client contact, and a collegial environment without big-firm bureaucracy. Job Description • Serve as a key mid-level associate on a variety of finance transactions representing both financial institutions and borrowers., • Draft, review, and negotiate credit agreements, security documents, intercreditor agreements, guarantees, and related finance documents., • Lead and coordinate due diligence on borrowers and collateral, identify risks, and propose practical, business-focused solutions., • Work on senior secured, mezzanine, unitranche, and other leveraged financing structures, including acquisition financings and refinancings., • Manage deal timelines, coordinate with opposing counsel and client deal teams, and drive transactions from term sheet through closing., • Collaborate with corporate, tax, and funds colleagues to structure and implement financing transactions that align with broader business objectives., • Support ongoing client relationships by advising on amendments, waivers, consents, and general finance-related questions. Qualifications • JD from an accredited law school with strong academic credentials., • 4+ years of finance/banking experience at a law firm, representing lenders and/or borrowers., • Significant experience with senior secured and mezzanine financings; experience with unitranche or other structured financings is a plus., • Strong drafting and negotiation skills across core finance documents., • Solid understanding of secured transactions and related UCC concepts., • Admission to at least one U.S. state bar., • Ability to work a hybrid schedule based out of Stamford, CT., • Team-oriented mindset, strong judgment, and comfort working directly with sophisticated clients and counterparties. Why Youll Love Working Here • High-caliber finance practice with exposure to complex deals in the middle-market and private equity space., • Lean, partner-led deal teams that give mid-levels real ownership, mentorship, and development opportunities., • Collaborative, respectful culture where people are treated like colleagues, not just billable hours., • Hybrid work model that supports both in-person collaboration and focused remote work., • Competitive compensation and benefits in an attractive metro area with excellent schools, amenities, and a more manageable commute than Manhattan. JPC-502 Job Type: Full-time Benefits: • Dental insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Requirements: Must have CT or NY Bar license. Must have 3+ years of finance/banking exp. Relocation: NO. PACK: NO Submissions Name / Marlee / mdickinson@fdh.com;kwithiam@fdh.com;sjiang@fdh.com Quick Recruiter Reference (Internal Summary) Mid-level Finance Associate (4–7 years) at a top Stamford-based business law firm serving banks, funds, and borrowers on complex finance deals. Role is focused on senior secured, mezzanine, and other leveraged financings, representing both financial institutions and borrowers, with strong drafting/negotiation in core finance documents. Hybrid position based out of Stamford, CT, with a partner-led, sophisticated practice and great culture. Recruiters Submission: To submit cancel - Finance Associate Attorney - Finn Dixon & Herling LLP - JPC 502 - Source New Job Order Alert Client job title: Finance Associate Attorney Location: Stamford, CT On-site, hybrid, remote: Hybrid Experience: 3 Good fit job titles/keywords for candidates: Finance Associate; Banking & Finance Associate; Leveraged Finance Associate; Finance Attorney; Senior Secured Lending Attorney; Mezzanine Finance Associate; Banking Lawyer; Acquisition Finance Associate; Structured Finance Associate; Commercial Finance Attorney of hires needed: 1 Open or not to recruiters on TE: YES

Job Description A highly regarded boutique law firm is seeking a Debt Finance Associate or Counsel to join its Stamford office. This is an exceptional opportunity for a finance attorney seeking sophisticated transactional work, meaningful responsibility, direct client access, and the ability to practice at a high level within a collaborative, entrepreneurial, and highly respected platform. The firm is known for handling complex, high-value matters typically associated with major national firms while maintaining the collegiality, flexibility, and accessibility of a premier boutique environment. Attorneys work closely together in a seamless, team-oriented culture that emphasizes excellence, mentorship, and long-term professional development. The ideal candidate will have substantial experience representing lenders and/or borrowers in a broad range of complex financing transactions and will be comfortable leading matters with significant autonomy. Representative Experience May Include • Senior secured financings, • Mezzanine financings, • Acquisition financings, • Refinancing transactions, • Sponsor and lender-side finance work, • Drafting and negotiating credit agreements and ancillary loan documents, • Managing transactions from structuring through closing, • Coordinating directly with clients, opposing counsel, and deal teams This opportunity is particularly well-suited for attorneys seeking sophisticated finance work without the rigid structure, excessive bureaucracy, or constant churn often associated with larger institutional platforms. Why Attorneys Are Drawn to This Opportunity • High-level transactional practice with sophisticated clients and matters, • Significant responsibility and direct client interaction, • Leanly staffed matters with meaningful hands-on experience, • Collegial and genuinely collaborative culture, • Opportunity for associate-driven growth and long-term advancement, • Open communication and accessible leadership, • Generous, flexible hybrid schedule, • The firm prioritizes thoughtful, high-level client service over volume-driven practice management, • Strong commitment to professional development, inclusion, and mentorship, • Robust support for pro bono and community involvement initiatives The firm has earned Mansfield Certification and is deeply committed to fostering an inclusive and supportive professional environment, including active initiatives supporting mentorship, diversity, and the advancement of women in the profession. Compensation & Benefits The firm offers a highly competitive compensation and benefits package, including: • Highly competitive base salary, • Performance-based bonus opportunities, • Comprehensive medical, dental, vision, life, and disability coverage, • 401(k) plan, • Flexible hybrid work structure, • Strong work-life balance relative to peer transactional practices, • Meaningful advancement opportunities within a highly respected boutique platform The ideal candidate will have: • At least six years of debt finance experience, • Experience representing lenders and/or borrowers in sophisticated financing transactions, • Strong drafting, negotiation, analytical, and organizational skills, • The ability to independently manage complex matters, • Strong academic credentials, • Large law firm or equivalent transactional experience, • Connecticut Bar admission or eligibility for admission upon hire New York Bar admission is a plus. For consideration, please provide a resume, law school transcript, and deal sheet. A cover letter is appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Job DescriptionTITLE: Sr. Associate - A/P and DisbursementsLOCATION: STAMFORD, CT (onsite 3 days a week)HOURS: Monday – Friday 9:00am – 5:00pm Job Summary: This role is responsible for performing accounts payable and disbursements tasks, coordinating activities internally and externally, handling vendor inquiries, and various other functions within the department.Primary Responsibilities: Accounts Payable • Process accounts payable transactions accurately., • Contact internal customers and vendors regarding any issues with invoices and follow up on any discrepancies., • Answer inquiries about payments and invoices, statements, and other requests for payment., • Resolve invoices detained in exception processing. Assist other individuals outside of A/P that use Zycus for reviewing & approving invoices. As system issues arise, will be responsible for fully documenting issues and submitting to the IT department. As issues are resolved, will be responsible for testing the resolutions, and updating documentation., • Add existing and new vendors for electronic payment using Zycus/SAP, which includes entering vendor banking instructions and payment method fields in the Vendor Master., • Maintain all customers and vendor-related master data in Zycus/SAP ensuring adherence to Purdue policy, as well as IRS regulations. Perform vendor Tax ID Number matching on IRS website prior to setting up vendors. Perform vendor review and cleansing in preparation for 1099 IRS reporting., • Audit checks when requested and audit all wire transfers to ensure accuracy and appropriate sign-off authorization., • Coordinate and review offshore T&E expense report audits to ensure compliance with Purdue policy and IRS expense reporting regulations. Compile reports analysis - includes monthly metrics, ad hoc reporting, and T&E analysis. Run monthly Sales Gallery uploads and Vendor master file downloads for analysis. On a weekly basis, validate customers Control Substance Registration Certificate with the DEA active registrants list., • Assist Associate Director with developing departmental objectives. Develop and update department Standard Operating Procedures (SOPs) ensuring internal controls are not compromised. Keep SOPs up to date with all current procedures; remain current with internal controls best practices and tests internal controls periodically., • May perform other administrative tasks to support the Finance department.Education and Experience:, • Bachelor’s degree in Finance/ Accounting or equivalent experience, • At least three (3) years of accounts payable / accounting experience Necessary Knowledge, Skills and Abilities:, • Extensive knowledge of accounts payable processes, • SAP ERP experience required; SAP and/or Zycus procurement system experience preferred, • Must possess strong organization, communication, and interpersonal skills, • Supervisory Responsibilities (if applicable):

Job Description Overview CTG is seeking to fill a Project Manager Associate Director opening for our client in Rye Brook, NY. Location: Rye Brook, NY Duration: 12 months Duties: • Lead the Payroll vendor transition project aligned with HR strategic priorities., • Manage project deliverables, report on status, critical milestones, dependencies, and risks., • Ensure alignment with PMO governance processes, leveraging PMO tools and templates., • Coordinate resources and manage implementation activities to meet project timelines and budget., • Prepare regular updates and reports for senior management., • Conduct ongoing risk assessments and recommend mitigation strategies., • Serve as a liaison between HR CoEs, payroll vendors, and other HR areas throughout the project lifecycle., • Ensure compliance with all relevant regulations and standards. Skills: • Strong project management acumen and familiarity with program management methodologies., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Microsoft Office and project management tools; understanding of databases is essential., • Ability to communicate effectively and influence stakeholders at all levels., • Well-developed consultative and facilitation skills. Experience: • At least three years of relevant project management experience, particularly in Human Capital Management or Advisory Services., • Proven experience leading cross-functional, global projects., • Familiarity with ADP payroll systems is beneficial but not mandatory. Education: • Bachelor’s degree in Business Administration, Finance, Engineering, Technology, or a related field., • PMI certification (PMP, PgMP, CAPM) obtained within the last three years is required. Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required. CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role. To Apply: To be considered, please apply directly to this requisition using the link provided. Kindly forward this to any other interested parties. Thank you!

Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Role Description This is a full-time entry-to-mid-level role for a Wealth Tax Associate. The role will take on a Hybrid schedule, with in-office days occurring in either Greenwich, CT or Walnut Creek, CA depending on where the applicant is domiciled. The Wealth Tax Associate will work closely with the Managing Partner and is ideal for someone who is a self-starter. Through that close partnership, the Associate will be responsible for collaborating on tax planning activities, as well as, pertinent tax filings for a select contingent of clients. This will also lead to collaboration in financial plan activities and upkeep. The Associate is expected to have a preferred tax software with relevant experience in it and will also quickly gather an understanding of how we work closely with our clients. • Serve as a Trusted Advocate of the Managing Partner, • Spearhead timely tax filings, with the IRS, and the clients’ respective state(s)., • Assist in facilitating client relations, data collection, analysis, and tax related documents, • Assist Managing Partner with action plans and action items specific to an individual client, and be present, available and active in client reviews where tax circumstances may apply, • Conduct analysis of tax changes, recommendation actions for optimization, and perform ongoing analysis as required by the Managing Partner, • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance, • Perform other administrative duties as assigned Qualifications • Previous experience in a tax associate (or similar) role (minimum 2 years)., • An accounting related certification, notably being an active CPA (Certified Public Accountant) or an active EA (Enrolled Agent), • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with accounting and bookkeeping software., • Interest in Finance, Financial Planning, Investment Management and Wealth Management beyond one’s assumed interest in Accounting, • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What do we hope you become? • You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies, • Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. -- Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting! Company DescriptionStelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Job Description Overview Signet Health is hiring for responsible and experienced Patient Care Technicians. The position is responsible for daily assistance to patients in connection with personal hygiene, grooming, appointments and activities. Assist patients with particular issue or needs as well as provided appropriate emotional support. Monitor vital signs, temperature and patient condition. Assist nursing staff in administering basic treatments. Ensure rooms have adequate patient care supplies. The Patient Care Technician position is an important part of the care of the patient. PCTs see the patients every day and interact with them. Signet Health offers a market competitive compensation package with a starting hourly pay of $20.25/hour. Primary Responsibilities Include: • Understands and adheres to the Westchester Medical Center’s – Behavioral Health Center’s Performance Standards, Policies and Behaviors, • Integrates patient's rights into work practice., • Utilizes current methods of infection control., • Participates in Performance Improvement Initiatives., • Utilizes appropriate steps in the decision-making process to include recognition and priority setting related to patient care and unit-based issues., • Collaborates and communicates with the treatment team., • Completes competency requirements., • Attends mandatory in-services and staff meetings as required/ requested., • Adheres to all policies and procedures including dress code, code of conduct, customer service, attendance and submission of annual physical., • Maintains documentation including shift summaries, significant incident reports, documentation of room checks, etc., • De-escalate and intervene in crises situations as appropriate. Provide one to one supervision of patients as ordered by medical staff., • Enters all treatment data into the designated clinical application accurately and in a timely manner., • Perform other duties, not listed above, as assigned., • Comply in a timely, honest and quality manner with all Corporate and management reporting requirements, including, but not limited to, DMARS, clinical reporting, Quality reporting, HR and finance reporting requirements., • Read, understand and comply with all Signet policies and procedures. Hiring for 12 hour shifts. 7am-7:30pm starting pay $20.25/hr. Responsibilities • Associate Degree from an accredited college or university in a Health and/or Human Services field, preferred OR, • NYS Certified Nursing Assistant, Medical Assistant, and/or Patient Care Technician certificate preferred OR, • High School Degree or equivalent required., • Minimum two (2) years of direct patient care experience preferred., • Previous patient care experience in a behavioral health or hospital setting preferred., • Ability to direct the activities of patients, to work under potentially stressful conditions, and deal with individuals / critical situations in an effective manner., • Ability to establish and maintain effective working relationships with diverse population., • Ability to work independently., • Sufficient physical ability and perceptive acuity to perform patient care functions., • Successful completion of departmental required training and in-service training., • Ability to communicate effectively, verbally and in writing and to follow oral and written instructions as well as the ability to read and understand english. Qualifications The Westchester Medical Center Health Network (WMCHealth) is a 1,700-bed healthcare system headquartered in Valhalla, New York, with 10 hospitals on eight campuses spanning 6,200 square miles of the Hudson Valley. WMCHealth employs more than 12,000 people and has nearly 3,000 attending physicians. From Level 1, Level 2 and Pediatric Trauma Centers, the region’s only acute care children’s hospital, an academic medical center, several community hospitals, dozens of specialized institutes and centers, skilled nursing, assisted living facilities, homecare services and one of the largest mental health systems in New York State, today WMCHealth is the pre-eminent provider of integrated healthcare in the Hudson Valley. The Behavioral Health Center, located on WMC's Valhalla campus, has been a leading provider of psychiatric services since 1929, offering a full spectrum of inpatient, outpatient, community and emergency care for adults, children, and adolescents.

Job Description Our Mission The school is an independent, coeducational day school dedicated to providing an excellent instructional program for children with language-based learning disabilities. The multisensory curriculum is designed for students of average to superior intelligence who can benefit from the unique educational experience provided. Through direct instruction in small class settings, a trained staff assists students to improve their language skills. Academic success, combined with opportunities for social and emotional growth, enables students to understand their learning styles, build confidence, and develop self-advocacy skills. Windward is committed to helping students achieve their full potential in preparation for a successful return to the mainstream educational environment. To meet these goals, the school provides ongoing training to its faculty based on the most current research and also shares its expertise with the parent body, other educators, and the broader community. Our Vision A world where every child with a language-based learning disability is empowered to achieve unlimited success. THE POSITION This position is the lead financial officer of The Windward School. The position has primary responsibility for managing and facilitating the functions of the business office, which includes payroll and vendor management. The position also provides support to the Head of School in the execution of his/her duties to facilitate and forward institutional advancement. The Chief Financial Officer (CFO) reports directly to and serves as a strategic partner to the Head of School and is a member of the Executive Team. The CFO serves on the Board of Trustees Finance Committee, as well as other committees as directed by the Board. The CFO provides leadership and management of the school’s finances and is responsible for the supervision, coordination, and administration of all aspects of the Business Office, plant and facilities, risk management, employee management, and policy management. In partnership with the Head of School, the CFO maintains relationships with banks, professional accountants, legal counsel, and insurance companies. Duties and Responsibilities • Support the Head of School and the Board of Trustees in the development of school policies and procedures that support the mission of the school and safeguard the well-being of the school and its employees., • Develop and manage, with the Head of School and Finance Committee, the annual operating budget, the long-range financialplanand budgets related to special projects and/or capital campaigns., • Prepare regular financial reports for the Finance Committee and the Board which reflect the financial position of the school in comparison with the approved budget., • Oversee all school purchasing, cash management, financial investments, banking activities,payrolland benefitsprogram., • Secure an annual audit of the school's financial records and financial positions., • Oversee the preparation of financial records for annual independent audit andassistthe audit team in preparation of form 990 and other returns, including the form 5500., • Supervise the work of the business office staff and use standard accounting and bookkeeping procedures, to keepan accuratecontinuous record of the cash and financial position of the school and manage the financial operation of the school so that the institutionremainsfinancially stable., • Work in collaboration with the Director of Human Resources to maintain and improve human resources functions, including assessing, writing, and implementing appropriate personnel policies; overseeing the preparation of payroll and benefits programs including health insurance and retirement programs; overseeing the administration of hiring, retention, termination, and personnel records; ensure all programs are in compliance with federal and state laws and regulations., • Provide a regular reportofexpenditures for useofeach department within the school., • Manage risk at the school to ensure the safety of personnel and students in their use of the facilities and tomaintainappropriate levelsof insurance to protect the property and to cover the liability of the school; and, • Oversee the administration of financialassistanceawards as a member of the Financial Aid Committee, working with the Head of School, the Associate Head of School, and the Director of Admission;supportthe re-enrollment process for students., • Collaborate with the Windward Institute in developing annualbudgets., • Torepresentthe school at various regional, state, and national associationsrelativeto the role of being the lead financial officer., • To perform other duties as assigned by the Head of School., • To support the school and its leadership. Specific Requirements • Understanding of and commitment toWindward’smission and core values, • Complete knowledge of not-for-profit administration and accounting practices, • Excellent skills in oral and written communications, • Strong understanding of employment law and practices, • Strong understanding of school administration, • Customer-oriented with great people skills, • Ability to work with and get along well with others., • Ability to balance multiple tasks and projects, and handle time deadlines. EDUCATION AND EXPERIENCE • Bachelor’s Degree in Accounting/Financerequired, • CPA or MBA desired, • 10+ years of related experience

Job Description A nationally recognized brand-driven operating company is seeking an Associate General Counsel to support commercial agreements, operational initiatives, compliance matters, and strategic business activities across a growing multi-channel business. This role will partner closely with executive leadership and cross-functional teams across operations, sales, finance, marketing, sourcing, and product development. The ideal candidate is practical, business-minded, and excited by the opportunity to operate as a true strategic partner within a collaborative and fast-moving environment. Associate General Counsel Responsibilities: • Manage the full lifecycle of commercial agreements including drafting, review, negotiation, execution, organization, and ongoing administration, • Support a wide range of agreements including vendor contracts, retailer agreements, distribution agreements, marketing partnerships, licensing agreements, service agreements, and operational contracts, • Partner closely with leadership and internal stakeholders to provide practical legal guidance on commercial, operational, and business matters, • Support legal review tied to product launches, sourcing initiatives, packaging, marketing, promotional activities, and retail partnerships, • Coordinate with outside counsel on commercial, employment, compliance, intellectual property, insurance, and corporate matters as needed, • Assist with development and improvement of internal legal processes, contract management procedures, and documentation standards, • Support internal governance initiatives, risk management activities, and evolving compliance requirements across the organization, • Monitor agreement obligations, renewals, reporting requirements, and key contractual timelines, • Partner cross-functionally with finance, operations, supply chain, and commercial teams to support business initiatives and operational growth, • Maintain organized legal records, documentation systems, and contract management files across multiple business functions, • Help streamline workflows and improve efficiency across legal and operational processes Associate General Counsel Qualifications • J.D. required, • 5-10+ years of legal experience within an in-house legal department, law firm, or combination of both, • Experience supporting consumer products, retail, e-commerce, wholesale, manufacturing, licensing, or other product-driven business environments strongly preferred, • Strong experience drafting, reviewing, negotiating, and managing commercial agreements independently, • Experience partnering cross-functionally with business stakeholders in a fast-paced operational environment, • Ability to balance legal guidance with practical business decision-making, • Strong organizational, communication, and project management skills with the ability to manage multiple priorities simultaneously, • Comfortable operating independently while supporting a collaborative and team-oriented environment, • Experience with contract management systems, legal operations tools, or workflow platforms preferred, • Intellectual property, licensing, retail, or marketing agreement exposure is a plus

Job Description Top 200 AmLaw firm seeks an associate to join its Real Estate Practice in any of their Boston, Hartford and/or Stamford offices. Qualified candidates must have 3-5 years of law firm experience with complex and sophisticated commercial transactions. The candidate must have experience in the following areas: title and survey review, complex acquisition, disposition, leasing and finance transactions. Experience with common interest communities; business entity formation, resolutions and record keeping; multi-layered and/or public/private financing; and environmental law a plus. Superior academic record and excellent writing skills. Connecticut Bar Admission and/or Massachusetts Bar Admission preferred.

Job Description A nationally recognized Am Law 200 firm is seeking a mid- to senior-level associate to join its sophisticated Real Estate & Development Practice in one of the following offices: Washington, DC; Boston; Providence; Stamford; Hartford; or New York City. This is an exceptional opportunity for a commercial real estate finance attorney seeking high-level transactional work, meaningful responsibility, strong mentorship, and a collaborative culture within an Affordable Housing & Finance practice. The group represents institutional lenders, mortgage banks, investment banks, nonprofit lenders, and government-sponsored entities in complex multifamily and affordable housing finance transactions nationwide. The team closes several hundred transactions annually involving billions of dollars in financing and is widely recognized for its depth of experience, efficiency, responsiveness, and practical business-oriented approach. Attorneys in the practice work on sophisticated matters involving the acquisition, construction, rehabilitation, development, and preservation of affordable, mixed-income, and mixed-use housing projects across the country. Representative Experience May Include • Commercial real estate finance transactions, • Real estate due diligence, • Title and survey review, • Drafting and negotiating loan documents, • Condominium and zoning review, • Construction and rehabilitation financing, • Tax-exempt bond financings, • Fannie Mae and Freddie Mac transactions, • Experience with affordable housing and multifamily finance matters is a plus, • Collaborating with clients, borrowers, agencies, and opposing counsel to bring transactions efficiently from structuring through closing Attorneys in this practice regularly collaborate with colleagues across the firm's business transactions, construction, environmental, tax, land use, litigation, and bankruptcy groups to support highly sophisticated and often nationally significant transactions. Why Attorneys Are Drawn to This Opportunity • Opportunity to join a sophisticated national Affordable Housing Finance practice with significant deal flow and institutional clients, • Meaningful client contact and hands-on transactional responsibility, • Collaborative and collegial culture with strong mentorship and training, • Formal integration process, including assignment of two mentors upon joining, • Hybrid work flexibility, • Long-term career growth opportunities within a nationally respected platform, • Opportunity to work closely with experienced practitioners recognized as leaders in the field The firm has earned national recognition for both its culture and professional environment, including being ranked among the: • Top 50 Best Firms to Work For, • Top 25 Firms for Culture, • Top 10 Firms for Diversity, Technology & Innovation, Wellness, and Integration of Laterals and Clerks The firm has also earned Mansfield Rule Certified Plus status and has repeatedly been recognized among the Best Places to Work in Connecticut. Compensation & Benefits The firm offers a highly competitive compensation and benefits package, including: • Bonus program, • Medical, dental, vision, life, and disability insurance, • Flexible spending accounts, • Generous parental leave, • Pet insurance, • 401(k) plan, • Hybrid work flexibility, • Reasonable billable hour expectations, including credit for approved pro bono and DEI activities, • Flexible PTO approach without rigid caps Salary Information For New York, Massachusetts, and Washington, DC applicants, the target base salary range for this position is approximately $202,500 to $227,500, depending on experience, class year, qualifications, and office location. The ideal candidate will have: • At least four years of commercial real estate finance experience, • Strong transactional fundamentals and drafting skills, • Experience with or exposure to title and survey review, loan documentation, and real estate due diligence, • Strong organizational, analytical, and project management abilities, • The ability to manage multiple transactions efficiently and collaboratively, • Admission in the state of their primary office location For consideration, please provide a resume and law school transcript. A deal sheet and cover letter are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Job Description We are seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-level attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax strategies. Compensation: • $150,000 - $200,000 annual base salary with plenty of opportunity to earn performance-based incentives bonuses., • 25% origination for any portable book of business brought in., • 10% annual bonus given firm-wide, 2 weeks PTO prorated upon start which increase exponentially year-over-year. Schedule: • Full-time, salaried, direct-hire role., • 1,800 Hours annual billable expectation with bonus tied to exceeding, • Monday-Friday 9AM - 5:30PM, reasonable law firm hours. Experience: 5+ Years of experience as a practicing attorney with a particular focus on Estate Planning, Trusts & Will Administration, Probate experience preferred (not required), Elder Law exposure counselling private wealth & ultra-high net-worth clientele with unique asset protection, wealth preservation and business succession concerns which bring along with them bespoke tax planning (estate, gift, and fiduciary income tax returns) or derivative investing strategies, conservatorships and private credit financing matters which establish PIF structuring and formation, complex fund tranches, family-business & shareholder agreements along with various other estate preservation and wealth management mechanisms. Credentials & Licensure: • Juris Doctorate degree from an ABA-accredited Law School required., • Master's of Laws (LLM) in a relevant finance, wealth management or tax focus preferred., • Bar Licensure in CT or NY (both would be ideal), or the ability to waive in by comity/reciprocity., • A CPA, CFPA, CTFA or similar financial certification would be a strong fit for this opportunity The Firm: Our client is an expanding corporate law firm with over 100 attorneys on staff which has recently expanded into the prestigious Greenwich market while continuing to excel within Manhattan's competitive legal market with roots in Essex County, established for nearly a century. The firm consistently is recognized as among the "Best Firms to Work For" in New Jersey, is in the top ten largest firms in NJ and respected as one of the fastest growing in the Tri-State legal arena. Day-to-Day: The ideal legal counsel for this opportunity will be advising on a variety of wealth management and asset protection strategies with a strong focus on estate planning legal structures such as revocable and irrevocable trusts mixed with tax mitigation strategy (i.e. IDGT's, ILITs SLATs or GRATs), sophisticated wealth transfer approaches (i.e. PPLI's, GST tax, CRUTs, ) and family business succession planning and other deeply familial matters. Ideal Profile: This role is positioned for a legal practitioner with strong financial acumen and interpersonal skill to interface with highly a sophisticated and largely affluent client-base. If you are an associate who has wanted to build your own book of business and operate independently among collegiate peers while passing for the rigidness of big law, this is the opportunity for you. We welcome all those who qualify, regardless of race, religion, color or creed. Inquire within.

Job DescriptionHealthcare Facility located in Valhalla, NY is in need of an Accounts Payable Representative to assist with processing invoices, managing vendor payments, maintaining accurate financial records, and supporting the accounting department with daily financial operations. This role ensures that all company expenses are paid accurately and on time and owns the vendor A/P relationship for assigned vendors. Responsibilities: • Review all invoices for appropriate documentation (extensive contract review and compliance), • Code invoices to correct cost center (department) and general ledger accounts, • Verify approvals and process vendor invoices and payment requests, • Match purchase orders, invoices, and receiving documents, • Prepare and process checks, ACH payments, and wire transfers as needed, • Reconcile vendor statements and resolve discrepancies, • Maintain accurate accounts payable records and filing systems (including electronic scanning of invoices), • Respond to vendor inquiries regarding payments and account status, • Manage payment plan schedules with vendors as needed, • Asist with month-end closing and financial reporting, • Monitor payment schedules to ensure timely payments, • Enter financial data into accounting software, • Support audits by providing requested documentation, • Works as a team with both Supply Chain Buyers and Receiving to resolve invoice and purchase order discrepancies, • Updates job knowledge by participating in educational opportunities, • Assists in completing special projects as needed, • Actively participate in new system testing and development, • Other job duties as required Qualifications/Requirements: Experience: 2 plus years of experience working in a full-cycle Accounts Payable function Education: High school diploma or equivalent required; associate degree in accounting or finance preferred Other: Proficiency in Microsoft Excel, Word and Outlook required. Strong attention to detail and accuracy with data entry skills.

Job Description A nationally recognized Am Law 200 law firm consistently ranked among the country's top firms for culture, innovation, wellness, diversity, and attorney integration, is seeking a Corporate Finance Associate with at least three years of experience to join its sophisticated Business Transactions Practice Group in Hartford, Stamford, Boston or New York. This is an outstanding opportunity for an attorney seeking meaningful exposure to complex financing transactions within a collaborative, collegial, and highly supportive environment that emphasizes mentorship, professional development, and long-term career growth. Practice Overview The firm's Finance Group represents clients nationwide in a broad range of sophisticated financing transactions. The team advises: • Commercial banks, • Private credit funds, • Small Business Investment Companies (SBICs), • Venture funds, • Financial sponsors, • Portfolio companies, • Other institutional lenders and borrowers Representative matters include: • First lien financing transactions, • Second lien financings, • Unsecured lending transactions, • Acquisition financings, • Asset-based lending, • Venture lending transactions, • Commercial credit facilities, • Sponsor-backed financings Candidate Requirements Qualified candidates will have: • At least three years of sophisticated corporate finance experience in a law firm, • Experience representing both borrowers and lenders, • Experience structuring, negotiating, and documenting complex debt financing transactions, • Strong drafting, negotiation, analytical, and communication skills, • Excellent academic credentials, • The ability to thrive in a collaborative, fast-paced environment Experience with acquisition finance and venture lending is preferred, but not required. Candidates must be admitted, or eligible for admission, in the state corresponding to their primary office location. Why This Opportunity Stands Out This firm has earned national recognition for its attorney experience and workplace culture, including distinctions for: • Firm culture and collegiality, • Diversity, equity, and inclusion initiatives, • Wellness and attorney support, • Technology and innovation, • Integration of laterals and clerks, • Leadership transparency and accessibility The firm places significant emphasis on mentorship and attorney integration. Associates are paired with formal mentors and benefit from meaningful responsibility, strong client exposure, and a highly collaborative platform designed to support long-term success. Additional highlights include: • Hybrid work model with approximately 2-3 in-office days per week, • Competitive compensation and bonus opportunities, • 1,800-hour annual billable target, • Billable hour credit for pro bono and approved DEI activities, • Flexible PTO structure without rigid caps, • Comprehensive benefits package including medical, dental, vision, disability coverage, life insurance, parental leave, 401(k), pet insurance, and more Compensation For New York and Massachusetts-based candidates, the anticipated base salary range is approximately $195,000-$217,500, depending upon experience, class year, office location, and overall qualifications. For consideration, please provide a resume and law school transcript. Deal sheets, writing samples, and cover letters are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • General corporate transactional matters The firm offers a hybrid schedule with two remote days per week. Key Responsibilities • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment, • Bar admission in good standing in the applicable jurisdiction requiredCompensation Base salary range: $185,000 – $245,000 Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused, • Interested in broadening into adjacent PE, M&A, and finance workWhy This Opportunity This is an outstanding opportunity for an associate seeking to build a high-end private funds and investment management practice within a collaborative platform that also offers exposure to family offices, PE, VC, and strategic transactions. The broad office flexibility and hybrid structure make this especially attractive for laterals seeking both sophistication and long-term lifestyle sustainability.

Job Description Purpose of the Role: We are seeking a highly motivated associate attorney with 5+ years of experience to join our Real Estate practice groups. This role focuses on commercial real estate transactions, leasing, acquisitions and dispositions, and corporate finance, with a particular emphasis on representing business owners, investors, sponsors, developers, and franchise operators. The ideal candidate will have experience handling sophisticated transactions from drafting through closing and will be comfortable working in a fast-paced, client-facing environment. Responsibilities: • Draft, review, and negotiate commercial real estate agreements, including purchase and sale agreements, leases, and related transaction documents., • Manage commercial real estate acquisitions and dispositions from initial structuring through closing., • Assist in structuring and negotiating corporate finance transactions, including loan documentation and related agreements., • Represent borrowers and lenders in financing transactions, including those involving franchise businesses., • Conduct due diligence, including title and survey review, and coordinate with lenders, title companies, and opposing counsel., • Provide strategic guidance to clients on transactional matters and business objectives., • Collaborate with partners and senior attorneys on complex matters while managing day-to-day responsibilities independently. Qualifications: • J.D. from an accredited law school and strong academic credentials, • Admission to practice in Connecticut (required); admission in New York and/or New Jersey is a plus., • Must be based in or willing to commute to the Greenwich, CT area., • 5+ years of experience in commercial real estate and corporate transactions., • Experience with commercial leasing, acquisitions and dispositions, and financing transactions., • Familiarity with franchise-related transactions or franchise finance is a plus., • Strong drafting, negotiation, and analytical skills., • Ability to manage multiple matters and meet deadlines in a fast-paced environment., • Excellent interpersonal and client communication skills. Compensation & Benefits • Base Salary: $160,000–$200,000 annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit—your performance and client contributions impact your compensation., • Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs.

Job Description A highly regarded Am Law 200 law firm with a nationally recognized public finance practice, is seeking a Public Finance Associate with a minimum of two years of relevant experience to join its team in Boston, Hartford, New York City, Philadelphia, Stamford, or Washington, DC. This is an outstanding opportunity to join a sophisticated and collaborative practice representing governmental entities, underwriters, institutional investors, nonprofit organizations, lenders, and other major participants in the public finance market. The position offers significant client contact, meaningful responsibility, and the opportunity to work on complex, high-profile transactions that directly impact communities and public infrastructure projects nationwide. The practice has a longstanding reputation in the municipal finance space and regularly serves as bond counsel and underwriters' counsel on a broad range of transactions. The selected candidate will have the opportunity to work on debt issuances, restructurings, and other municipal bond matters, with a particular emphasis on affordable housing, student housing, and workforce housing projects. Responsibilities Include: • Assisting with the structuring and execution of public finance transactions, • Serving as bond counsel and supporting debt issuance and restructuring matters, • Drafting and reviewing transaction documents, • Managing deal processes and coordinating with transaction participants, • Working directly with governmental issuers, financial institutions, nonprofit organizations, and developers, • Developing strong client-facing, analytical, and transactional skills within a collaborative team environment Qualifications: • Minimum of 2 years of experience involving state and local government transactions or public finance matters, • Experience with municipal bonds and bond transaction structuring strongly preferred, • Strong academic credentials and excellent writing, research, analytical, and communication skills, • Demonstrated understanding of financial and transactional concepts, • Prior experience in banking, lending, or consumer finance is a plus, • Admission in the state of the candidate's primary office location is required Why This Opportunity Stands Out: • Nationally respected public finance platform with sophisticated, high-impact work, • Hybrid work arrangement with approximately 2–3 in-office days per week, • Direct access to experienced partners and strong mentorship opportunities, • Formal associate integration and mentoring program, • Collaborative and collegial culture emphasizing professional development and long-term growth, • Billable goal of 1,800 hours, including credit for qualifying pro bono and approved DEI activities, • Strong commitment to attorney wellness, inclusion, and workplace flexibility, • Recognized nationally for firm culture, innovation, diversity, wellness, and integration initiatives Compensation & Benefits: The target base salary range for this position in New York, Massachusetts, and Washington, DC is approximately $190,000 to $217,500, depending on experience, class year, and overall qualifications. The firm also offers a highly competitive benefits package, including: • Medical, dental, and vision coverage, • Life and disability insurance, • Flexible spending accounts, • Generous parental leave, • 401(k) plan, • Pet insurance, • Flexible paid time off, • Additional wellness and lifestyle benefits For consideration, please provide a resume and law school transcript. A deal sheet and cover letter are appreciated but not required. All applications are confidential and NOT shared with employers without the candidate's permission. Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.

Job DescriptionSalary: $125,000-$150,000 AMCAP, INCORPORATED is a vertically integrated private real estate investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 100 U.S. MSAs. AmCap's growing nationwide portfolio includes 23 properties totaling approximately 5 million square feet, representing nearly $1 billion in assets under management. The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors. Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio Management teams in sourcing, evaluating, managing, reporting and executing value-add and core+ investment opportunities ranging between $15 million to $200 million in size. The Associate will work closely with senior team members across all stages of the investment process, gaining exposure to underwriting, due diligence, operations, reporting, management and transaction execution. Essential Functions • Evaluate new investment opportunities and actively manage the acquisition pipeline from initial screening through closing, • Source both marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach efforts, • Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution, • Review, organize, and assess diligence materials to identify key risks, validate underwriting, and support investment decision-making, • Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreement, • Prepare investment committee memoranda, valuation analyses, and other decision support materials for presentation to senior leadership., • Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review across the firms investments., • Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses., • Support capital raising efforts through development of investor materials, portfolio analytics, track record support, and diligence response materials., • Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting to aggregate information and produce clear, decision-useful work product., • Periodic travel required in connection with sourcing, diligence, asset review, and transaction execution. Requirements • Minimum of 3 years of successful track record sourcing, underwriting and closing retail real estate acquisitions. Core Plus/Value-add/Opportunistic retail transaction exposure is a plus, • High proficiency with Argus Enterprise and Microsoft Excel/PowerPoint/Word, • Strong financial modeling, analytical skills and critical thinking, • Strong retail real estate industry network including brokers, owners, investors, lenders, etc., • Bachelors degree in finance, real estate, economics or other related fields; MBA is a plus, • Ability to thrive and lead in a fast-paced environment working on multiple projects simultaneously. This position will at times require extended work hours. Ability to move with a sense of urgency, • Demonstrated record of leadership and effective project management skills, • Demonstrated experience managing client/investor, seller, broker and lender relationships, • Strong communication and interpersonal skills, • Interest in helping to grow an entrepreneurial business significantly in the coming years, • Cordial and positive person with strong presentation skills Compensation and Benefits • Annual Salary Range: $125,000-$150,000, • Annual performance bonus, • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program

Job Description Job Summary Prior Authorization TeemaGroup Full-time In-Office | White Plains, NY, United States Overview: The Prior Authorization & Billing Specialist plays a critical role in ensuring timely access to mental health services by managing insurance authorizations, billing processes, and reimbursement workflows. This position serves as a key liaison between clinical teams, insurance payers, and patients, ensuring services are authorized, accurately billed, and compliant with regulatory and payer requirements. This role is ideal for a detail-oriented professional passionate about supporting behavioral health access through strong administrative and revenue cycle expertise. What you will be doing: Prior Authorization & Utilization Management Obtain and manage prior authorizations for outpatient and inpatient mental health services, including therapy, psychiatry, psychological testing, and intensive programs. Review clinical documentation to ensure medical necessity and payer compliance. Submit authorization requests to insurance companies via portals, phone, or electronic systems. Track authorization approvals, denials, expirations, and extensions; proactively follow up to prevent treatment delays. Communicate authorization status clearly with clinicians, scheduling staff, and leadership. Assist with peer-to-peer reviews and appeals when authorization is denied or partially approved. Billing & Revenue Cycle Support Submit accurate and timely claims for mental health services to commercial, Medicaid, and Medicare payers. Verify insurance eligibility, benefits, and coverage limitations prior to services. Review Explanation of Benefits (EOBs) and remittance advice for accuracy. Identify, research, and resolve claim denials, underpayments, and rejections. Post payments and adjustments accurately when applicable. Maintain compliance with CPT, ICD-10, and modifier guidelines specific to behavioral health billing. Administrative & Compliance Responsibilities Maintain accurate patient authorization and billing records within electronic health record (EHR) and billing systems. Ensure compliance with HIPAA, payer contracts, and internal policies. Collaborate with clinical, administrative, and finance teams to optimize workflows and reduce revenue leakage. Monitor payer requirements, policy changes, and authorization rules related to mental health services. Prepare reports related to authorization turnaround times, denial trends, and billing performance. Perform other related duties as assigned. What you must have: Education and Experience High school diploma or equivalent required; associate or bachelor’s degree in healthcare administration or related field preferred. Minimum of 2 years of experience in prior authorization, utilization review, medical billing, or revenue cycle operations. Experience in mental health or behavioral health services strongly preferred. Knowledge, Skills, and Abilities Strong understanding of prior authorization processes and insurance requirements. Knowledge of behavioral health billing practices, CPT and ICD-10 coding, and payer guidelines. Excellent attention to detail and organizational skills. Ability to manage multiple priorities in a fast-paced environment. Strong written and verbal communication skills, including professional interaction with payers and clinical staff. Ability to work independently while collaborating effectively with a team. Proficiency with EHR systems, billing software, and Microsoft Office applications.

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. In the Finance division, we act as a partner to business units around the globe

Sales Finance at PepsiCo provides a critical experience in collaborating with the Sales organization as well as learning how to effectively manage trade and product mix to deliver profit plan. Coordinate with the Regional finance teams on forecasts and reporting and ensuring the clean flow of data b

Associate In Wealth Management Finance. We're seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of contact for members of the Field leadership organization, as well as branch and market management, delive

Morgan Stanley is seeking an Associate in Finance within their Wealth Management CFO Support team.

Founder @ Oak Ridge Legal Search | Legal Recruitment Expert.We are working with a dynamic boutique law firm seeking a Finance Associate for their Stamford, CT office.The ideal candidate will have at least 4 years of experience representing financial institutions and borrowers.Experience in senior se

Reporting directly to the Associate Vice President, Controller with a dotted-line to the Athletics Director, the Director of Finance for Athletics will oversee several fiscal and operational functions within the Iona Athletics department.The incumbent will serve as the primary Athletics liaison to c

PowerToFly is seeking an Associate in Finance for the Wealth Management CFO Support team, focusing on Morgan Stanley's investment solutions. This role involves collaboration across Finance teams and accounting, managing financial reporting, and analysis for the wealth management segment. Ideal candi

A leading beverage company in New York is looking for an Associate Commercial Finance Manager to support financial analysis and strategic planning. The ideal candidate will have a BA/BS degree, 3+ years in finance, strong Excel skills, and excellent communication abilities.

Job Description Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve. Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention. The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm. This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. The attributes that we look for in teammates include: • A sincere commitment to earning each client's trust by doing what's best for them, • Exceptional listening and communication skills with a genuine curiosity about people, • Strong financial planning knowledge across investments, retirement, tax, and estate topics, • Desire to continuously learn, grow, and mentor junior team members, • Humility and high responsiveness toward client needs, • Natural self-starter with a strong sense of time management and task prioritization, • Careful attention to detail combined with the ability to move work forward efficiently, • Firm commitment to compliance, process, and operational excellence, • Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team, • Flexibility and openness to new ideas, with a willingness to adapt and innovate, • Strong interpersonal skills, building rapport easily with clients and colleagues, • Desire to be a long-term contributing member of the team and firm Responsibilities Include: • Help individuals meet their unique financial needs and objectives on an ongoing basis:, • Establish and define the client-planner relationship., • Gather data, including goals., • Analyze and evaluate financial status., • Develop and present financial planning recommendations and/or alternatives., • Implement financial planning recommendations., • Monitor the financial planning recommendations., • Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met., • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives., • Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements. Provide personal client service such as but not exclusive to: • Work effectively with affiliated professionals who also serve as advisors to clients., • Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met., • Respond to questions and concerns of clients., • Schedule and plan client meetings using the contact management system., • Rebalance client portfolios based on planner's criteria and using appropriate tools., • Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth., • Participate in the firm's investment committee, as appropriate. Qualifications: • Bachelor's Degree in Finance or related field, • Series 7, Series 63, and Series 65 or 66 licenses, • Experience working in small office environments highly desirable, • Ability to convey complex concepts simply, • Strong client facing experience in Wealth Management, • Excellent knowledge and communication of financial planning concepts and terminology, • Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities, • Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence, • Experience handling tax-related questions and working closely with tax professionals on behalf of clients., • Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Corporate Finance, Revenue Operations - Associate / Assistant Vice President/h2pGreenwich, Connecticut, United States/ph3About the Role/h3piCapital is seeking a skilled and dynamic Associate or Assistant Vice President to join our Revenue Control team within the Corporate Finance organization. This

Qualifications/pulli1-5 years of FPA, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FPA or strategic finance experience with a top-tier firm/liliFamiliar with private market investments such as private equity, hedge funds, and/or structu

The best and the brightest always have choices in the accounting & finance industries. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. Our Firm is interested in hiring accounting and finance professionals Certified Public Acc

As an Associate on the Structured Finance Team, the employee will be responsible for a wide range of activities aimed at optimizing LoanCore's financing and overall fund returns. Bachelor's degree in a quantitative field of study such as Applied Mathematics, Economics or Finance/Accounting with a mi

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients, ensuring they continuously derive value from Valitana's platforms. This role is ideal for a detail-oriented, client-focused professional with excellent communication skills who is eager to work at the intersection of financial technology and customer success. The individual in this role will develop a deep familiarity with Valitana's platforms and engage with current and prospective clients on their usage of Valitana products. They will serve as a key point of contact for clients, gathering and analyzing feedback, driving retention, and identifying opportunities to expand platform adoption. This is a high-visibility role with direct impact on client satisfaction and revenue growth. Responsibilities • Build and maintain strong, long-term relationships with clients across Valitana's platform user base., • Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement., • Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients., • Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience., • Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings., • Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements., • Maintain accurate and up-to-date records of client interactions, feedback, and engagement status., • Support travel to client meetings or work-related events as needed (up to 10%).Qualifications, • 2–4 years of experience in client engagement, customer success, account management, or a related field., • Bachelor's degree in Finance, Business, Communications, or a related field., • Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously., • Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients., • Demonstrated ability to analyze data and translate customer feedback into meaningful insights., • Ability to quickly understand and articulate new financial and technical concepts., • Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP)., • Preferred: general familiarity with financial concepts across multiple asset classes., • Preferred: experience working within a SaaS environment., • Preferred: proficiency in Salesforce or similar CRM platforms. What We Offer Base salary range for this role is $85,000–$105,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR scCq2E8Uuv

Rachel Arndt Fundraising Strategies: Finance Associate. A New York congressional race seeks an experienced Finance Associate. Upon performance review, the candidate selected for the position will have the opportunity to be promoted to the Deputy Finance Director role.

We are seeking a mid-level Finance Associate (3–6 years) to join our Finance Practice. Supervise and mentor junior associates and paralegals. Strong experience with senior secured lending transactions; mezzanine finance experience strongly preferred.