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Job Description Position Summary The Sr. Special Assets Analyst will work in a supporting role on the resolution of distressed or non-performing commercial mortgage loans and assets. This role requires an investment professional with experience in asset management, cashflow modeling, loan workouts, and distressed debt restructuring. Responsibilities & Duties • Manage a portfolio of distressed or non-performing assets, ensuring effective resolution and mitigation of credit risk., • Develop and implement comprehensive strategies and action plans for resolving troubled assets, including loan modifications, restructuring, forbearance agreements and asset disposition., • Conduct thorough financial analysis, risk assessments, and valuation reviews of troubled assets to evaluate potential recovery options and minimize losses., • Collaborate with internal stakeholders, including senior management, loan origination teams, legal counsel, and external partners, to develop and execute work out strategies aligned with business objectives., • Oversee the negotiation and documentation of workout agreements and legal settlements with borrowers, ensuring compliance with regulatory requirements and internal policies., • Monitor and track the performance of troubled assets, analyze trends, and prepare regular reports and updates for senior management and stakeholders., • Build and maintain relationships with external parties, including borrowers, asset managers, brokers, and legal advisors, to facilitate asset management and resolution efforts., • Perform other related duties or special projects as assigned. Required Experience, Skills, & Competencies • Bachelor’s degree in finance, real estate, business administration, or a related field; master’s degree or professional certifications (e.g., CFA, CPA, CCIM,) preferred., • Minimum 3-5 years of experience in commercial real estate, finance, asset management, loan workout, or a related field, with a proven track record of successfully managing distressed assets., • Strong understanding of commercial mortgage lending, loan structuring, underwriting principles, and legal documentation., • Analytical, negotiation, and communication skills, with the ability to interact effectively with internal and external stakeholders at all levels., • Proficiency in financial modeling, Microsoft Excel, and other relevant software applications., • Thorough knowledge of regulatory requirements and compliance standards related to commercial real estate lending asset management activities. A reasonable estimate of the total compensation range for this role is $70,000-$90,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. ⁠‌⁠⁠️‍⁠️‍️‍‌ ‌️‍⁠️‍‌️‍ ‌About the Role We are seeking a highly analytical and detail-oriented Broker Dealer Operations Control Associate to join our team. In this role, you will play a critical part in maintaining operational integrity, ensuring compliance with regulatory standards, and mitigating risk within broker-dealer operations. You will collaborate with various teams to oversee trade settlements, reconciliations, regulatory reporting, and internal audits, ensuring seamless day-to-day operations. Key Responsibilities • Monitor and evaluate broker-dealer operational processes to identify potential risks and ensure compliance with regulatory requirements., • Conduct trade reconciliations and settlement oversight to maintain accuracy and efficiency., • Assist with internal audits and regulatory reporting, collaborating with compliance teams to ensure adherence to FINRA, SEC, and other industry regulations., • Develop and implement operational control procedures to mitigate risk and enhance efficiency., • Investigate discrepancies, trade breaks, and operational issues, resolving them in a timely manner., • Work closely with front-office, back-office, and compliance teams to optimize operational workflows. Qualifications • Bachelor's degree in Finance, Business, Economics, or a related field., • 5+ years of experience in broker-dealer operations, risk management, self-clearing or introducing broker model, • Strong understanding of FINRA, SEC, and other regulatory guidelines., • Excellent analytical skills and attention to detail., • Proficiency in Microsoft Excel, data analytics tools, and trade settlement platforms., • Strong problem-solving abilities and ability to work in a fast-paced environment. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $140,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center

Job DescriptionAbout Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do's, such as furniture assembly, handyman work, moving help, and much more. At Taskrabbit, we want to transform lives one task at a time. As a company we celebrate innovation, inclusion and hard work. Our culture is collaborative, pragmatic, and fast-paced. We're looking for talented, entrepreneurially minded and data-driven people who also have a passion for helping people do what they love. Together with IKEA, we're creating more opportunities for people to earn a consistent, meaningful income on their own terms by building lasting relationships with clients in communities around the world. • Taskrabbit is a hybrid company with employees distributed across the US and EU, • Built In — Best Places to Work (2022, 2023, 2024) Continually ranked across multiple national and regional categories., • DataBird Journal — Workplace Diversity & Inclusion Awards, • #1 Best Companies for Diversity in 2019 & 2020, • #4 (2019) → #1 (2020) Best Companies for Women Join us at Taskrabbit, where your work will be meaningful, your ideas valued, and your potential unleashed!. This is a two day a week in office, hybrid role that can sit in either our San Francisco office or our New York City office (Opening January 2026!) About the Role: Taskrabbit is seeking a Senior Financial Analyst to join our FP&A team. The ideal candidate brings a background in both finance and data analytics. In this role, you'll contribute to traditional FP&A responsibilities—such as preparing budgets, forecasts, and monthly reporting—while also serving as a key data resource within the finance organization. You'll help bridge the gap between business and financial data, ensuring accuracy and integrity across sources. In addition, you'll play a critical role in developing and implementing frameworks to deepen our understanding of marketplace profitability and guide investment strategy. We're looking for someone with a proven track record in financial analysis, data analytics, and problem-solving. A good fit for the role will be highly self-motivated, intellectually curious, and analytical, with a strong sense of ownership and ethics that ensure high-quality results every day. What you will work on: • Build and manage financial reports, models, and recurring forecasts., • Collaborate with cross-functional partners—including Data Engineering, Business Intelligence, and Accounting—to ensure accuracy and consistency in our financial data sources., • Ensure changes to our business model are accurately captured in our financial reporting., • Analyze anomalies in data, uncovering root causes, risks and opportunities., • Design and maintain dashboards that track marketplace profitability and inform investment strategy (e.g., CAC/LTV, CPJ, unit economics, contribution margin)., • Conduct ROI analyses to evaluate and prioritize investment opportunities. Who you are: • Bachelor/Master's degree in math, analytics, finance, or other quantitative discipline, • 4+ years of corporate finance, investment banking, consulting, or data analytics, • Strong modeling skills - a spreadsheet wizard, • Ability to communicate complex ideas clearly to both technical and business audiences, effectively serving as a bridge between the two, • Ability to identify critical business problems and address them through analytical models and solutions, • Self-starter with a curious mindset who can creatively solve problems, • Team-player who enjoys jumping into an all-hands-on-deck startup environment, • Strongly preferred: Familiarity with programming languages (Python, SQL) and data visualization tools (Sigma, Looker, Tableau) Compensation & Benefits: At Taskrabbit, our approach to compensation is designed to be competitive, transparent, and equitable. total compensation consists of base pay + bonus + benefits + perks. The base pay range for this position is $80,000 - $120,000. This range is representative of base pay only and does not include any other total cash compensation amounts, such as company bonus or benefits. Final offer amounts may vary from the amounts listed above and will be determined by factors including, but not limited to, relevant experience, qualifications, geography, and level. You'll love working here because: • Taskrabbit is a Hybrid Company. We value flexibility and choice but also stay committed to regular in-person connection., • The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams -- people you can be proud to work with!, • The Diverse Culture. We believe that we make better decisions when our workforce reflects the diversity of the communities in which we operate. Women make up half of our leadership team and our diversity representation is above that of the tech industry average. Taskrabbit is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, ancestry, citizenship, sex, gender, gender identity, sexual orientation, age, marital status, military/veteran status, or disability status. Taskrabbit is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. Taskrabbit will consider for employment all qualified applicants with criminal histories in a manner consistent with applicable law. Taskrabbit will never use text or chat applications to conduct interviews. We have a thoughtful and interactive interview process that includes an initial recruiter phone screen and several video-based interviews with our hiring teams. Communications will always be conducted by taskrabbit.com domain names.

Job DescriptionNew York, NY (Remote)Role: HEALTH COACHWho We Are:Arootah is a rising personal and professional development leader in the Investment and Financial Services industry. Our mission is to empower and elevate the performance of individuals and companies through Coaching and Business Advisory services while utilizing cutting-edge SaaS technology. Our Founder is Rich Bello, the co-Founder of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich is a Wharton graduate and held leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Our offerings support businesses and individuals to raise their high standards—taking the next steps to maximize their potential.We coach and consult executives in the investment and financial services industriesWe consult remote work leadership, including policies and proceduresWe seed and develop new business hypotheses through our venture studioWe invest with a portfolio of public and private companies that positively impact individuals and societyWe coach direct-to-consumer with life, executive, career, and health coaching through our virtual wellness centerIf you're passionate about creating a better world, impacting personal and professional lives, and creating value for businesses, join us!Visit us at Arootah.com to learn more. Who We Need:Arootah is looking for a Health Coach who seeks to promote the client’s overall wellbeing, above and beyond diet and exercise. The coach will strengthen all facets of health and is dedicated to educating, empowering, and inspiring clients through a holistic approach to achieving their personal goals.Who You Are: • Strong work ethic, integrity, respect, and self-accountability., • Enthusiastic regarding link between wellness and employer/employee health., • Cross-Functional team player: ability to adjust to Arootah team dynamics and direction including Corporate Wellness, Executive Coaching, Marketing, and Sales., • Committed to helping clients improve their health and wellness through:, • Accountability, • Encouragement, • Unconditional Support, • Partnership, • Ability to build rapport and work with diverse clientele., • Awareness and ensure inclusion of employee health disparities when developing a coaching plan., • Ability to learn and teach Arootah tools to clients.What You’ll Do:, • Identifying Client internal strengths and external resources., • Developing self-management tools supporting lifestyle changes that are sustainable., • Focus on health and behavior changes based on goals including weight management, exercise, and basic food intake education., • Holistic approach to personal goals using sleep, fitness, energy, emotional well-being, and nutrition education., • Provide basic generalized nutrition education and information focused on lifestyle, day-to-day living, and general nutrition needs., • Provide education and information regarding digestion, elimination, regularity, and circulation., • Remain aware and up to date on health and wellness trends., • Assist clients in creating a healthy vision and goals for their Health, • Continually provide motivation, guidance, support, and encouragement., • Use of HIPAA compliant EMR to document member interactions and messaging along with tracking health metrics., • Support member goals and progress through 1:1 video calls and Arootah Success Formula., • Guide clients by driving conversation topics and interacting with members’ questions and comments., • Host live webinars for client base as needed., • Work with Arootah’s content team in developing pre-recorded health and wellness related videos., • Work cross-functionally to provide innovative thinking and a growth-oriented mindset ensuring the highest quality member experienceQualifications, • NBHWC Certification (preferred)., • Certification for Health Coach approved by the NBHWC., • Health Coaching experience: 3+ years., • Additional certifications (preferred): Behavior change, weight loss, nutrition, exercise science, motivational interviewing, and sleep., • Corporate wellness experience: Experience coaching C-Suite executives with health goals., • Experience with building Corporate Wellness programs., • Diversity and Inclusion training (certification required)., • Skills:, • Strong work ethic: ability to adjust to client schedule and coaching needs., • Proficient in:, • Verbal and written communication: ability to clearly communicate with clients., • Computer skills: Microsoft Word, Excel, Powerpoint., • Organization of Coach-Client interaction including appointments, follow-up, notes.

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics, and software. We also assist millions of people in realizing their financial goals and saving time and money. We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data and to innovate. We're focused on powering opportunities, which is why the Experian Summer Internship Program gives students across the country the chance to apply their education to real-world challenges through meaningful, hands-on projects. Rooted in our 'People First' philosophy, our interns experience firsthand our commitment to personal and professional development. Proudly named one of the Top 100 Internship Programs three years in a row, we invite you to join us and explore your potential with a team that's invested in your growth. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 25,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description You will sit within the Global Finance team and report directly to the Director of Finance. You will collaborate with partners to support investment analysis, forecasting, and executive presentations, while also contributing fresh ideas around AI adoption. The team values innovation and analytical rigor. Responsibilities: • Help with writing and analysis of investments and business cases, • Assist with month end and forecast data; preparation and analysis, • Help with management decks and presentations, • AI adoption, bring fresh new perspectives of ways the team can benefit from potential AI solutionsQualifications, • Currently enrolled in a minimum of a Bachelor's degree program in Finance, Business, Economics, MIS or related field of study, • Return to school in Fall 2026 to complete degree, • Accounting background Preferred or Finance, • Advanced skills in the Microsoft Office Suite Additional Information Benefits/Perks: • Hybrid work arrangement, • Volunteer Time Off, • Great compensation, • Flexible work schedule Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site. Our compensation reflects the cost of labor across several U.S. geographic markets. The hourly pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. Innovation is an important part of Experian's DNA and practices, and our inclusive workforce allows everyone to succeed and bring their whole self to work. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Hybrid #EarlyCareers This is a hybrid remote/in-office role.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job Description ABOUT CITY HARVEST City Harvest is New York’s first and largest food rescue organization, helping to feed millions of New Yorkers who struggle to put meals on their tables. During our 40 years serving New Yorkers in need, we have rescued more than one billion pounds of fresh, nutritious food and delivered it free of charge to hundreds of food pantries, soup kitchens, community partners, and our own Mobile Markets across the five boroughs. This year, we will rescue and distribute more than 86 million pounds of nutritious food to our neighbors in need. City Harvest works alongside our community partners to boost community capacity, expand nutrition education, and strengthen local food systems. Since our founding in 1982, City Harvest has always been there to feed our city one day, one meal, one New Yorker at a time. JOB DESCRIPTION City Harvest is seeking a mission driven Controller to oversee and strengthen the organization’s financial operations, ensuring alignment with best practices in nonprofit financial management. This position plays a key leadership role in maintaining the financial health and integrity of the organization by ensuring accurate reporting, safeguarding assets, and promoting financial transparency to support City Harvest’s mission. PRIMARY PURPOSE: • Lead all accounting functions for the organization including the month and year end close process, accounts payable, accounts receivable and overall general ledger maintenance. • Prepare timely and accurate internal and external financial reports, including monthly and quarterly financials, cash flow forecasts (Statement of Financial Position, Statement of Activities, Statement of Cash Flows, etc.) and ad hoc financial reports for Senior Management. • Ensure compliance with GAAP, FASB standards, and nonprofit-specific financial reporting requirements, including functional expense allocations and restricted funds tracking. • Manage treasury functions including cash management, banking relationships, investment oversight, and cash flow forecasting. • Formulate, recommend and implement sound fiscal policies, procedures and controls, including oversight of internal control compliance and related financial and internal control systems. Evaluate and propose recommendations for process and system improvement, inclusive of interoperability of Accounting/Finance and other department platforms. • Partner effectively with outside auditors for tax preparation and audit, including the annual financial audit and preparation of organizational filings (including Form 990, Form 990T, , Form 1099). • Supervise and develop a dedicated team of financial professionals (currently two direct reports and three indirect reports) • Support team capacity building through training, coaching, and performance management to strengthen financial literacy and accountability across the organization. • Provide strategic insights and financial analysis to support organizational planning, program evaluation, fundraising efforts, and long-term sustainability. SECONDARY RESPONSIBILITIES: Act as the primary accounting liaison and strategic partner for all finance and organizational system implementations and upgrades SUPERVISION EXERCISED: Directly supervise staff within the accounting department. POSITION REQUIREMENTS • Education: Bachelor’s degree in accounting, Finance, or related field Experience: Seven to ten years of progressive accounting experience. Experienced in managing and mentoring the accounting team, providing guidance on financial procedures, professional development, and day-to-day operations. Excellent analytical, organizational, and communication skills. • Related Skills or Knowledge: Must have knowledge of not-for-profit accounting. CPA is required. Knowledge of MS Office and various accounting software packages is essential. Strong written and verbal communication, ability to speak across departments. PHYSICAL REQUIREMENTS/WORK ENVIRONMENT • Regularly required to speak clearly and hear the spoken word well., • Regularly required to physically operate routine equipment (computers, calculators, etc.). • Regularly required to work irregular hours., • Regularly required to utilize near vision ability to read data and documents, including spreadsheets and reports, in printed form and on computer screens. • Required to be in the office 4 times a week during probationary period and 3 days a week post probationary period. WHY CHOOSE CITY HARVEST? There are many fantastic reasons to choose a career with City Harvest. In addition to fighting food insecurity in New York, City Harvest offers the following Benefits and Rewards: • Competitive market salaries, • Generous time off, • Full benefits (medical, dental, vision) with employer contributions towards premiums, • Employer-provided life insurance, • 403(b) retirement savings plan with employer-matching, • Professional development opportunities, • Free Mental Health Services with Better Help, • Commuter Benefits, • Discounted staff perks (e.g., movie tickets, gym memberships, cellular plans) At City Harvest, we enjoy working in a team-based environment and value the benefits of a diversified workplace. City Harvest is an Equal Opportunity Employer.

Job Description MUST HAVE 1-Significan experience in the calculation of the Daily OCC Margin Requirement based on activity on the Stock Loan Hedge program as well as options. 2- Candidate also must have the DTCC VAR calculation. Responsibilities Monitor and highlight key credit risk issues to management. • Assist in maintaining risk management structure, system and operational manual., • Perform regular review of marginable counters and submit for approval., • Prepare risk assessment and monitoring reports to the management., • Implement comprehensive risk management measures in accordance with company policies and procedures., • Follow up with customers on margin call matters and liaise with dealing team in liquidation of portfolio to regularize the accounts., • Undertake ad-hoc projects as delegated from time to time. Requirements: • Relevant experience in Broker-Dealer Risk Department., • University degree with major in Risk Management or 3 years related industry experience, Finance, Economics, Investment or related disciplines., • Knowledge in data processing, evaluation and analysis of software or systems towards investment/ markets/ risk., • Familiar with financial markets and be competent in handling tasks related to securities investment and risk management., • Good team-work spirit, organizational and coordination skills.

Job Description Position: Private Credit Analyst Department: Abacus Finance Reports To: Managing Director Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY Founded in 2011, Abacus Finance is a leading direct lending company, focused on providing cash flow senior financing to private equity/family office-sponsored, lower-middle market companies across diverse industries. Since Abacus's inception, it has closed nearly $3 billion in financings across 90+ platform companies. The firm targets private debt financing opportunities of up to $50 million and finances companies with EBITDA between $3 million and $15 million. The analyst will assist with structuring and executing senior secured cash-flow based debt financing transactions for lower-middle market sponsor led LBOs, acquisitions financings and recapitalizations. Key responsibilities include: • Develop initial screening materials, draft term sheet proposals, perform extensive underwriting due diligence, prepare and seek formal loan approval and assist in closing of transactions, • Prepare comprehensive loan package including write-up of issuer and transaction financial analysis, industry and market trend analysis, financial modeling, and presentation of the potential lending opportunity to the investment committee, • Manage assigned portfolio investments to monitor account performance monitor/report on assigned portfolio and ensure compliance with covenants and other loan documents, • Create presentations for both internal and external use as well as other special strategy related projects that may arise, • Bachelor's degree, • Superior academic record and job performance, • 1-3 years professional experience in banking, private credit and/or private equity, • Formal credit training preferred but not required, • Excellent Excel skills, • Strong written and verbal presentation skills, • Ability to work collaboratively and think independently, • Immediate hire, • Willingness to travel Compensation: • Base pay of $130,000 - $145,000 plus annual bonus, profit sharing, pension plan, health benefits, and 401K. The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its subsidiaries and/or affiliates. Emigrant Bank and its subsidiaries and/or affiliates retains and reserves any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$130,000—$145,000 USD

Job Description Investment Funds - Senior Associate or Counsel New York 5 year plus $345,000 plus Market Leading Bonuses Are you an Investment Funds Senior Associate Or Counsel? Do you act as a key member of your deals team and have the responsibility for key aspects of transactions from due diligence through to closing? Are you frustrated and feel like you need more from your career? Do you feel like you don’t get the support you need or the recognition you deserve? Do you feel that there is no clear path to partnership? The Client My Client is an AmLaw 50 firm with a global platform but operates with a sense of close community. In 2021, the firm raised revenues by 25%. Their Investment Funds Group is one of the largest Investment Fund practices in the world and has a presence in all five key European funds centers as well as the United States, the Middle East, and Asia. It is a high-performing, vibrant, market-leading Global Finance group that is still growing and it is consistently recognized as a top Investment Funds group by many publications in the U.S., Europe, Asia, and the Middle East. Who do they want to speak with They would like to speak with Senior Funds Associates or Counsel with at least 5 years of experience in the Investment Funds space. You will be someone who can do asset-based finance/structured finance on funds and will possibly have CLO (Collateral Loan Obligation) experience and fund finance/subscription line experience. Your experience will include representing banks, business development companies, and funds in asset-backed financing to funds or other investment vehicles in the private debt space You will also have experience as a key member of deal teams, including the responsibility for running key aspects of transactions, from due diligence through closing. Why speak to them? The firm has a very flat and collegial structure and Partners do a great job of integrating Associates into deals. Associates are noted as saying that they feel that their time is respected and they spend most of their time doing substantive legal work The culture emphasizes collegiality and collaboration, even across practice groups and offices, and attorneys seem to enjoy spending time together in and outside of the office. You will be involved in all aspects of funds finance, including providing input on debt and leverage issues at the time of fund formation and downstream structuring and transactions. The firm offers marketing-leading comp and bonuses - base compensation being $345,000 plus. The billable hours requirement is extremely manageable and you get credit for pro bono (up to 200 hours) and DEI, recruiting, mentoring, and shadowing. The firm even offers a bonus for contributions related to teaching, diversity, and innovation. You get flexibility in where and when you work and there is full suite of wellness initiatives. You will receive a formal training program with hands-on training and mentoring Base compensation - $345,000 + (depending on experience) Bonus - Market leading Call To Action Apply for more information or to find more please get in touch with me: Email - DM - Message or WhatsApp - 347-767-4505

Job DescriptionCompany Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry’s most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact. Job Description The Product Marketing Associate will assist in the deployment of multi-channel marketing campaigns for our client's investment solutions across institutional and global wealth audiences. This individual will work within the Product Marketing vertical and partner with Channel and Digital Marketing to define campaign strategies, execute tactics, and measure campaign success metrics. This individual will also work directly with investment professionals, Sales, Legal & Compliance, and external vendors for campaign execution, while informing and consulting with Product Management counterparts. *This role operates in an outsourced capacity, servicing an asset management client of RRD. Responsibilities: • Actively maintain product marketing suite of materials for respective fund coverage (fact cards, brochures, websites, videos, email campaigns) including necessary approvals and publishing, • Assist in the implementation of multichannel marketing plans for respective product coverage, • Collaborate with partners across Product, Sales, Corporate Communications, Legal, Compliance and within Marketing to ensure alignment across campaign approach and performance, • Collaborate with external agencies, freelancers, and vendors to develop marketing materials for all active campaigns, • Ensure consistency of messaging, branding, and creative application across all Marketing channels in any given campaign, • Evaluate campaign performance across multiple KPIs and identify optimization opportunities, • Develop and present campaign performance reporting to leadership Qualifications, • Bachelor’s degree in finance, marketing or business administration, • 2-3 years of product marketing experience, preferably in financial services, • Knowledge of and interest in alternative investment product space expected, • Experience with multichannel marketing, • Ability to manage multiple concurrent campaigns, often on tight timelines, • Extreme attention to detail expected • Demonstrable success in strategic marketing disciplines, • Proficient in PowerPoint and Excel; familiarity with Salesforce, Pardot and Airtable preferred, • Highly accountable for commitments; results-oriented, • Strong written and verbal communication skills Additional Information RRD's current salary range for this role is $73,200 to $114,300 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. #LI-Hybrid #LI-NH1 #GOC All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: • Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients., • Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform., • Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration., • Develop in-depth understanding of suite of wealth management products, existing and new., • Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity., • Collaborate with team members to ensure coordination of territory coverage., • Ensure presentation materials are accurate and up to date., • 3-5+ years of sales experience in asset management or within an investment manager platform., • FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire)., • Proven track record of meeting or exceeding sales targets in a regional role., • Excellent verbal and written communication as well as interpersonal skills., • Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products., • Confident and effective in client facing meetings and presentations., • Ability to travel extensively within the assigned territory. For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job Description SURMOUNT™ is an industry-leading full-service commercial real estate platform that provides comprehensive net-lease focused real estate solutions to investors, operators, and partners, globally. SURMOUNT offers a wide range of real estate-focused offerings, including Sale-Leaseback, Investment Sales Brokerage, Lease Advisory, Capital Markets, Development, and Principal Investments. Our clients and partners include private investors, REITs, private equity and financial sponsors, family offices, multi-unit franchisees, business owners, tenants, developers, and lenders. Successful candidates should have strong analytical and communication skills, professional demeanor, a demonstrated interest in pursuing a career in real estate finance, and a desire to work in a fast-paced team-oriented environment. Responsibilities: Analysts will get exposure to a broad range of deals and transactions across a variety of property types, client types, and markets. Key responsibilities include (but are not limited to): • Perform market and property research to be used in analyses, valuations, and marketing materials, • Create comparable analyses, • Excel modeling and valuation work, • Work on the preparation of pitch books and marketing materials including offering memoranda, proposal packages, and sales collateral, • Assist in deal management efforts, • Analyze, review, and interpret real estate diligence material, • Travel to properties to provide brokers and clients with informed insights, • Completion or anticipated completion of bachelor’s degree by June 2025, • Proficient in Microsoft Office including Excel, Word, and PowerPoint, • Excellent written and oral communication skills, • Excel valuations and financial analysis experience preferred, • Working knowledge of financial statements, • Ability to analyze qualitative and quantitative information and translate into strategic deliverables, • Understanding of real estate fundamentals, • A desire to work within a fast-paced, collaborative and entrepreneurial environment, • Ability to meet deadlines under pressure, • Outstanding quantitative and analytical skills $75,000 - $85,000

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: • Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members, • Assist origination team in identifying and closing target counterparties (across industries and asset types), • Prepare financial models and related analysis to support investment recommendations and track ongoing investments, • Bachelor's degree in a relevant field; advanced degrees encouraged, • 5+ years' relevant experience in law, finance/credit, or advisory/consulting, • Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation, • Strong written/oral communication, equally comfortable with expert and non-technical colleagues, • Excellent organizational skills and high attention to detail, • Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods, • First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables, • Prior extended experience at a hybrid or remote-first organization

Job Description Position Summary The Associate General Counsel (Aspire Non-QM Business) will provide legal support to the Redwood Trust’s Aspire Non-QM Banking Business (including capital markets, whole loan trading, securitization, mortgage loan servicing, regulatory compliance, investment portfolio and business development teams), with a strong focus on drafting and negotiating complex contracts for the purchase and sale of residential mortgage loans. Documentation will include, among others, residential mortgage loan purchase, sale and servicing agreements (MLPSAs), nondisclosure agreements (NDAs), commitment letters, bailee agreements and related documentation. The Associate General Counsel (Aspire Non-QM Business) will also provide legal support for the issuance of residential mortgage backed securities collateralized by non-QM residential mortgage loans acquired by the Aspire Non-QM Banking Business, the oversight of outstanding securitization transactions, the tracking of industry developments and implementation of regulatory reforms relating to the structured finance industry and other legal and compliance matters that arise in the ordinary course of operating a mortgage loan aggregation platform. Depending on experience, background and interest, this role may also involve broader corporate level legal and litigation matters. The position reports to the Senior Vice President – Residential Legal located in Englewood, Colorado. This position would be based in one of Redwood Trust’s offices (noted above) in California, New York, Colorado or North Carolina. The role would have a minimum in-office presence of four days per week, with an option to work remotely on Fridays. Responsibilities & Duties The Associate General Counsel (Aspire Non-QM Business) will generally interact directly with the Aspire Non-QM Banking Business’s legal, capital markets, operations and servicing teams and operate independently on a day-to-day basis, with close support from the Senior Vice President – Residential Legal, as well as support from the Chief Legal Officer of Redwood Trust, Inc. and other attorneys within the Redwood legal team. Redwood’s legal/compliance team works closely and collaboratively with each other and with the various business and administrative functions of the company. Required Experience & Education • Juris Doctorate from nationally recognized law school with strong academic credentials, • 2-4 years working experience as an attorney in the subject matter (law firm or in-house), with prior experience in transactional and/or regulatory matters relating to non-QM residential mortgage loans, • The ability to communicate effectively with team members, meet deadlines timely and deliver quality results in an often-high pressure environment A reasonable estimate of the total compensation range for this role is $150,000-$175,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Redwood Trust also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Job Title: Corporate Development Manager Job Location: Flexible (Remote) In-Office, Hybrid or Remote: Remote – Flexible location Working Hours: Full-time Languages: English required; bilingualism an asset About the Client Inner Circle Agency is hiring on behalf of a fast-growing group of companies with ambitious expansion goals. The leadership team is scaling rapidly and looking to strengthen its corporate development function to support a series of strategic acquisitions. Role Overview We are seeking a Corporate Development Manager to take ownership of the acquisition strategy and execution. Reporting directly to the CFO, this role is key to driving the company’s aggressive growth plan, building acquisition pipelines, leading deal processes, and preparing the group for a successful future exit. Key Responsibilities * Identify and evaluate acquisition opportunities aligned with the company’s growth targets * Build and manage a pipeline of potential acquisition targets * Lead due diligence processes and coordinate with internal teams and external advisors * Structure and finalize acquisition transactions * Manage integration planning post-acquisition in collaboration with operations * Develop financial models and ROI analyses for acquisition opportunities * Present strategic recommendations and updates to leadership on pipeline and progress * Monitor market trends, valuation benchmarks, and competitor activity Qualifications Required: * Bachelor’s degree in Finance, Business Administration, or related field * 5+ years of experience in corporate development, private equity, investment banking, or consulting with a focus on M&A * Proven track record executing multiple acquisitions * Advanced financial modeling and valuation skills (Excel) * Strong communication, negotiation, and organizational abilities Preferred: * MBA or equivalent advanced degree * Experience leading cross-functional integration initiatives What the Client Offers * Base salary: $90,000 – $120,000 USD * Performance bonus up to 30% of base * Additional acquisition success bonuses tied to deal size and complexity * Flexible remote work * Unlimited PTO * Professional development opportunities

Job Description Cadogan Tate Group is internationally recognized as a market leader in fine art logistics (i.e., moving and storage) with full-service operations across the US, London, and Paris. Our reputation is built on providing exemplary service to high-net-worth individuals, interior designers, collectors, galleries, and museums around the world. This service is underpinned by our fundamental values, which inform the way we look after our clients, as well as how we ensure the safe and efficient handling of their possessions. The Group is headquartered in London, England, and is private equity-backed by TSG Consumer Partners. Global revenues are $170m, growing at over 10% per annum organically and through bolt-on acquisitions. Over 65% of the revenue is generated in the US, and the strategy of the Group is to grow further in North America through M&A. The brand of Cadogan Tate is ‘Everything handled with care’, and this extends to a company culture of professionalism and respect between internal customers. More information on the company can be found at: Role Summary & Responsibilities To contribute to the achievement of the Cadogan Tate Group’s business plan objectives by partnering with the US East Coast Director and all General Managers of the region to deliver profitable, cash-backed growth in EBITDA through revenue and gross margin expansion as well as effective management of capital investment and operating expenses: • Preparation of the annual operating Budget for the regional business (c$50m of revenue), • Quarterly rolling trading Forecasting, in-month Flash reporting, including analysis and explanation of trading variances, • Using the management accounts prepared monthly to provide insight and advice to management on interpreting the financial performance to improve the speed and effectiveness of business decision-making., • Business partnering with the General Manager/s and their management team to identify and exploit market opportunities, financial analysis, and insight for key strategic objectives (e, business development, selling of additional add-on services), • Tracking of key operational and commercial metrics linked to financial performance (sales, service KPI’s), • Working with the Credit Control and Account Management teams to ensure excellent management of working capital balances, especially aged receivables, • Support group-wide analysis of current and future financial performance, • Ad-hoc analysis as required Key Competencies & Qualities • A demonstrable ability to perform accurate financial analysis and correlate it to business performance, • Prior experience in providing commercial finance/business partnering is preferred., • Excellent communication skills, both within the finance organization and especially in business terms, with the senior operating and general management team, • A willingness to learn and cooperate across geographical boundaries, • An aptitude for working at pace and a desire/interest in working in a private equity-backed environment, • Personal qualities that enable this individual to work to help drive the development of the FP&A function, who also has a high level of EQ with respect to the existing staff and business practices, • Excellent Microsoft Office skills

Job DescriptionAbout the Company Headquartered in New York City, Republic is a global financial firm operating a full-stack private investment platform for regulated digital assets, covering primary issuance through secondary trading. Republic’s full-stack spans private market investing for both retail and institutional investors, wallet infrastructure, enterprise digital advisory, asset management and more. With a deep track record of legal and technical innovation, Republic is known for opening retail access to new asset classes across venture, film, sports, private equity and now pre-IPO opportunities. Backed by Valor Equity Partners, Galaxy Interactive, HOF Capital, AngelList and other leading institutions, Republic boasts a global portfolio of over 2,000 companies and a community of nearly three million members in over 150 countries. More than $3 billion has been deployed through investment platforms, funds, and firms within the Republic family of companies with operations established in the US, the UK, EU, the UAE and South Korea. About the Role We are seeking a Business Development Associate to join our Infrastructure team. This role will focus on driving revenue and growth with crypto-native protocols, foundations, and ecosystem partners. The position is suited to an ambitious, resourceful professional with a strong interest in blockchain infrastructure and the drive to build meaningful relationships in a fast-evolving industry. Job Responsibilities: • Identify, prioritize, and pursue partnership opportunities with blockchain protocols and related ecosystem participants., • Drive outreach efforts and build a pipeline of opportunities that translate into revenue-generating partnerships., • Prepare tailored proposals, RFP responses, and presentations for protocol and institutional stakeholders., • Engage credibly with senior decision-makers in both crypto-native and institutional environments., • Collaborate cross-functionally with product, tech, legal, and operations teams to ensure smooth execution of partnerships., • Monitor industry developments, governance processes, and regulatory changes to inform strategy and identify new opportunities., • Represent the company in partner meetings, forums, and industry events.Qualifications:, • 1–3 years of professional experience in business development, partnerships, or a related function, ideally within crypto, fintech, or software., • Demonstrated interest in blockchain technology and basic understanding of validator infrastructure and protocol ecosystems., • Strong commercial acumen with the ability to identify and prioritize high-value opportunities., • Excellent written and verbal communication skills, including the ability to produce clear and persuasive proposals and presentations., • Ability to engage credibly with senior decision-makers in both crypto-native and institutional environments., • Highly motivated self-starter with a collaborative mindset and the ability to work effectively in a remote, international team environment., • Competitive Benefits Package: We provide comprehensive medical, dental, vision, and retirement benefits to enhance your health and work-life balance., • Wellness Perks: Enjoy wellness programs that include gym memberships, mental health resources, and personalized support to help you thrive both in and out of the workplace. TMqZF6FSv7

Job Description Our client, a well-established and respected risk management advisor, is seeking a Vice President of Finance to lead the financial operations across a portfolio of U.S. and international entities. This high-impact role offers the opportunity to work with top healthcare institutions, oversee complex insurance-related financial operations, and collaborate with senior leadership and investment partners. Key Responsibilities: · Lead and manage audits, budgets, and financial reporting for multiple entities. · Oversee accounting and regulatory filings for both U.S. and foreign-domiciled insurance companies. · Partner with external auditors, tax advisors, banks, investment managers, and internal teams. · Support Board of Directors and Shareholder meetings with financial materials and strategic input. · Ensure corporate compliance and maintain governance documentation across jurisdictions. · Supervise the Accounting Manager and oversee employee retirement plans. For immediate consideration please contact Ronny.Cohen@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 15+ years of experience, with a foundation in public accounting · CPA required · Experience with foreign captive insurance and international tax · Insurance experience highly preferred · A strategic thinker with a hands-on approach and strong leadership capabilities

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking a candidate that will support the daily functioning of the Portfolio Services department. Responsibilities: • Work independently and cooperatively within specified section, • Comply with section policies, procedures and escalation protocols, • Participate in knowledge transfer with senior and junior staff, • Control and address the transaction processing within the Insight system, • Complete Data Entry, • Control and address the account surveillance process using applicable Insight screens, • Control and address report review, • Escalate unsolved violations and problems to Management, • Other duties and tasks as assigned, • Working with vendor to update systems, • High School diploma or equivalency; some college preferred, • 1-2 years' Financial Services experience not required For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary is $50,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Healthcare quality is declining and soaring costs are crushing American families and businesses. At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique incentive model that's reshaping the healthcare economy to ensure everyone can afford high quality care. By providing organizations relief from surging healthcare costs, we've experienced rapid adoption in the market and have more than doubled our revenue annually over the last 5 years, becoming the fastest growing company in our space. To support our continued growth, we're expanding our team by over 50% each year, seeking exceptional talent to shape our unique, award winning culture (for example, USA Today Top Workplaces 2025) designed to cultivate teamwork, trust, autonomy, exceptional results, and individual growth that creates an inflection point in your career. About the role: We are looking for a Strategic Finance Manager to join our Product team. This role will be responsible for building Garner's understanding of best practices for controlling healthcare claims cost and advising the development of novel cost containment programs within Garner. This role is internally called a Healthcare Economics Manager and it will be reporting to the VP of Product. Where you will work: This role will be based in our New York City office. You must be willing to work in the office 3 days per week on Tuesday, Wednesday and Thursday. What you will do: • Build and maintain detailed financial models to evaluate cost drivers and identify opportunities for savings within Garner's new product line, • Conduct deep-dive market and competitive analyses to inform pricing and product strategy, • Translate large datasets into actionable insights for leadership, • 3-5+ years of experience in a strategic problem-solving role; prior experience in management consulting, investment banking, private equity or an early stage startup, • Ability to build and maintain complex data-driven models while uncovering areas of improvement, • Ability to think in principles and frameworks to understand complex, abstract problems, • A willingness to "roll up your sleeves" and do whatever is necessary to ensure company success, • Experience working in a rapidly evolving startup environment The target salary range for this position is $140,000 - $180,000. Individual compensation for this role will depend on various factors, including qualifications, skills, and applicable laws. In addition to base compensation, this role is eligible to participate in our equity incentive and competitive benefits plans, including but not limited to: flexible PTO, Medical/Dental/Vision plan options, 401(k), Teladoc Health and more. Fraud and Security Notice: Please be aware of recent job scam attempts. Our recruiters use getgarner.com email domain exclusively. If you have been contacted by someone claiming to be a Garner recruiter or a hiring manager from a different domain about a potential job, please report it to law enforcement here and to . Equal Employment Opportunity: Garner Health is proud to be an Equal Employment Opportunity employer and values diversity in the workplace. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. Garner Health is committed to providing accommodations for qualified individuals with disabilities in our recruiting process. If you need assistance or an accommodation due to a disability, you may contact us at .

Job Description PRODUCT MANAGER - DISCRETIONARY INVESTMENT TECHNOLOGY Global Investment Firm J Harlan Group is currently conducting a search for a RODUCT MANAGER – DISCRETIONARY INVESTMENT TECHNOLOGY at a prominent Global Investment Firm in NYC. Technology is integral to virtually everything they do. They're seeking an exceptional PRODUCT MANAGER to join the Discretionary Investments team to drive the design and launch of innovative trading, financial analysis, and AI products. This team works with the firm's discretionary investment groups to build products that help drive the firm's growth. The role offers the opportunity to collaborate with colleagues from various businesses across the firm to understand their needs, ideate, and deliver innovative products in an engaging and collegial work environment. You'll work with smart, talented people across their business to create groundbreaking, next-generation innovative trading, financial analysis, and AI products. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how we help our clients succeed. Principal Responsibilities: • As a product manager, you'll partner with end users and business leaders from multiple investment teams, as well as a team of software developers and designers, to define and launch products that drive business goals and efficiency., • You'll conduct discovery work to understand user needs, clarify ideas in ambiguous problem spaces, and conceptualize solutions while playing a key role in determining where AI capabilities can be strategically leveraged., • You'll be responsible for identifying opportunities that align with company objectives, creating product requirements, managing stakeholder relationships, and ensuring the successful launch, adoption, and impact of products., • Candidates with a bachelor's degree or higher, along with three to six years of relevant work experience., • Product management experience in finance is preferred, and experience product managing AI tools is a plus., • Excellent written and verbal communication skills, an aptitude for translating the needs of non-technical users into product requirements, and the judgment to exercise a high level of discretion with confidential information., • A willingness to take on challenging, high-impact projects, dive into details, have a dedicated customer service mentality, collaborate effectively with teammates, and drive projects to completion., • Strong desire to contribute and build a business – not just solve novel problems., • Ability to work with a wide range of users – traders, portfolio managers, research analysts, quants and the wider investment management team to develop and implement technology in support of a dynamically growing investment platform If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a prominent multinational investment management firm. The company manages a variety of investment funds that make extensive use of quantitative methods and proprietary computational technology to support fundamental research in the management of its investments. They have a relentless focus on innovation and integration: innovation in new products, markets and businesses as well as new tools, models and technology management and performance structures; integration of fundamental research, quantitative strategies and technical analysis, all supported by an intensive focus on operational excellence and comprehensive risk management. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The expected annual base salary for this position is $185,000 to $230,000. Their compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

Job DescriptionAbout Nood At Nood, we are redefining the body care category by delivering clinical-level results at home. With over 1 million customers and counting, our flagship IPL devices – including the best-selling Flasher Pro™ – have set a new standard for beauty tech, driving rapid DTC growth and nationwide retail expansion. We believe in the power of technology, creativity, and disciplined execution to make high-performance beauty accessible, build lasting confidence, and shape the future of self-care. Role Overview We’re looking for a strategic, analytical, and operationally minded Head of Finance & Strategy to serve as a trusted thought partner to the CEO and organization. This hybrid role will sit at the center of financial planning, strategic decision-making, and business operations, driving clarity, focus, and disciplined execution across the organization. You will own the company’s financial model, close and forecast process, management reporting, and cash flow planning. You’ll be accountable for delivering accurate, timely insights, enforcing process discipline, and driving alignment across teams – ensuring the business scales with foresight and operational rigor. This is an ideal role for someone with a corporate finance, investment banking, private equity, or management consulting background who thrives in ambiguity but also has the precision and discipline to operate financial processes end-to-end. What You’ll Do Financial Leadership • Own company-wide forecasting, budgeting, and performance tracking., • Own the full month-end close and reconciliation process, ensuring reconciled financials and a management presentation are completed by the 15th of each month, • Maintain and continuously improve a three-statement financial model and rolling 90-day forecast, managed in Google Sheets to ensure transparency and usability for all key executives., • Deliver executive-ready management reporting (P&L, balance sheet, cash flow, actuals vs. forecast, Opex variances, solvency metrics)., • Partner with functional leads (Marketing, Ops, Amazon, Retail) to validate assumptions, reconcile variances, and translate data into actionable insights., • Own COGS reconciliation at SKU and channel level, ensuring landed cost accuracy and alignment with Ops inputs each month., • Partner with the CEO on business model evolution, capital strategy, and special projects., • Lead ad hoc analyses to inform high-impact decisions (retail expansion, pricing strategy, new product investment)., • Collaborate with leadership on financing strategies, from debt facilities to equity raises, providing proactive recommendations and execution support., • Run a weekly finance meeting (30–45 minutes) to review AP schedule, cash flow visibility, and departmental support needs. Role Expectations • Proactivity: You own the finance function end-to-end. You surface risks first (cash flow, tracking issues, reporting gaps) and bring solutions – not problems – to the table., • Accountability: You are responsible for reconciled financials, management reporting, and forecasts delivered on time and with accuracy, proactively surfacing and explaining variances with a <10% tolerance versus daily trackers., • Communication: You ensure proactive updates via Slack and meetings, giving full visibility into financial timelines, risks, and deliverables., • Collaboration: You minimize lift for non-finance stakeholders by delivering first drafts (variance commentary, forecast assumptions) for validation, not creation., • 6 – 10 years of experience in finance at a fast-paced startup (preferably consumer, DTC, or eCommerce), private equity, or investment banking., • Exceptional financial modeling and business analytics skills., • Confident operator who can turn strategic thinking into concrete execution., • Comfortable enforcing process discipline – structured closes, forecast reviews, reconciliations, and reporting deadlines., • Clear communicator who can align stakeholders and drive accountability., • Obsessed with clarity, efficiency, and structured thinking. Benefits • Join a rocket-ship omni-channel brand redefining clinical beauty at home, • Lead the finance and strategy function driving our growth, • Work with a mission-driven team and make an impact on millions of customers, • Competitive salary with potential bonus and equity compensation, • Top tier medical insurance/benefits At Nood, we believe that to build the best team, our baseline is an environment where everyone can bring their full & authentic selves to the table. We are committed to fair hiring practices where we hire team members for their potential & advocate for diversity, equity, & inclusion. We do not discriminate based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. Compensation: Up to $180,000 commensurate with experience

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an experienced Legal Counsel to join our in-house legal team. This is an exciting role for a lawyer who understands private funds and wants to build an in-house career in alternatives. This role will provide comprehensive legal support across the firm’s asset management business, focusing on corporate, fund-related, and regulatory matters. The successful candidate will play a hands-on role in supporting the firm’s growth by partnering with business, compliance, and operational teams to support product development, fund structuring, and global distribution initiatives - while also advising on corporate initiatives and new business opportunities. What you’ll do: * Provide legal advice on corporate, regulatory, and fund-related matters, with a focus on private funds and alternative strategies (including, private equity, private credit, hedge funds, or hybrid strategies). * Draft, review, and negotiate a wide range of legal documents, including fund offering documents, investment management agreements, limited partnership agreements, side letters, and vendor/service provider agreements. * Advise on investor negotiations, including co-investment arrangements and strategic partnerships. * Advise on U.S. and cross-border marketing and distribution issues relating to private funds and other investment products. * Collaborate with compliance, structuring, sales, finance, and operations teams to ensure smooth execution of business initiatives. * Help the business navigate key legal considerations, including ERISA, tax, data privacy, and regulatory requirements. * Work closely with external counsel while developing strong internal capabilities. Qualifications * Juris Doctor (JD) degree and admission to practice in at least one U.S. jurisdiction. * 3+ years’ relevant legal experience, with exposure to corporate law and private funds (law firm or in-house). * Strong understanding of securities laws, investment fund structures, and asset management regulatory frameworks. * Bonus points for familiarity with ERISA, tax, data privacy, or cross-border sales/marketing. * Excellent drafting, negotiation, and analytical skills. * Effective organizational skills and ability to manage across multiple priorities. * A practical, business-oriented approach to problem solving. * Ability to balance legal risk with business objectives and communicate effectively with both legal and non-legal colleagues. * Collaborative team player with the confidence to provide practical, business-oriented advice. Additional Information • This position will work on a hybrid model out of our Santa Monica or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job Description Trustees of Phillips Academy (Andover) Investment Analyst Position 2026 – NYC Endowment Investment Office Phillips Academy is a residential secondary school in Andover, Massachusetts, founded in 1778 to educate “youth from every quarter.” The school’s $1.5 billion multi-asset class endowment provides significant operating support to the Academy, much of which enables the school’s policy of need-blind admissions. The NYC-based Investment office, which manages the Academy’s endowment, seeks an Investment Analyst for an expected 2 to 3 year position, beginning June 2026. The Investment Analyst should have some prior experience (preferably as a financial analyst at an investment manager, investment consultant or investment bank), strong excel and quantitative analytical skills, interest in investing, a demonstrated track record of academic and professional success, intellectual curiosity and a collaborative approach. Day-to-day responsibilities are focused on quantitative and qualitative analysis and evaluation of investment managers and reporting on the overall portfolio. The Investment Analyst will be joining as a key member of the small team (CIO, Investment Director, 2 Associate Directors, Investment Operations Associate, Office Manager) and follow a hybrid work schedule (at least 3 days in-office, up to 2 days remote). The Investment Analyst will be focused on assisting the investment team in research and analysis including, but not limited to: • Preparing analysis on the performance and exposures of both individual managers’ portfolios and the endowment portfolio overall;, • Acting as point person on a set of specific investments, developing responsibility for the coverage of and communication with such managers over time, and keeping the CIO and team abreast of notable developments, with more in-depth reviews and assessments periodically, • Supporting team in sourcing, screening and analyzing prospective investment managers,, • Ultimately drafting investment and redemption recommendation memos for the Investment Committee (“IC”); presenting performance reviews and investment recommendations to the IC, • Leading and contributing to ad hoc research projects on market trends, strategies, and opportunities, • Providing regular operational support for the portfolio, • Traveling approximately 10-15% of time for conferences, diligence, and/or monitoring of existing/prospective investmentsQualifications:, • One to four years of finance or business experience, within investment management, investment banking, consulting or another relevant field., • High degree of comfort with quantitative analysis., • Proficiency in Microsoft Excel, Word, Power point; interest to master other relevant software., • Strong work ethic, organizational skills and attention to detail. Ability to set goals, prioritize tasks, communicate progress effectively and manage simultaneous projects., • Excellent written and oral communication skills., • Interest in driving analysis to a well-reasoned/supported conclusion/recommendation., • Self-motivation and strong problem-solving skills; entrepreneurial approach to challenges., • High level of professional maturity, integrity and judgement. Dependability and a sense of personal ownership of responsibilities. Track record of collaboration, working on a small team. The annual base salary range (before taxes) for this position is expected to be $125,000 -$140,000. This position is eligible for a discretionary bonus. Phillips Academy is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We encourage applications from all qualified applicants without regard to race, color, creed, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), national origin, age, disability, genetic information, military status, marital status, or any other characteristic protected by federal, state, or local law. Any offers of employment will be contingent upon successful CORI/SORI, and ADP Authorization background checks as well as unrestricted authorization to work in the United States.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer's Operations team is seeking a candidate that will support the daily functioning of the Ops Control Department. The role requires someone who will be able to work in a fast-paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team. The individual will provide basic administrative support including record and data retention/archiving. Responsibilities: • Prepare, scan and record: daily work, bookkeeping, quarterly count, DTC, stock record, • Assist with retrieval of records, • Balance Bookkeping:, • Allocating money breaks and making corrections, • Generate, Reconcile and record Julien daily, • Balance DTC:, • Balance and correct the DTC Positions on our Books vs DTCC position on a daily basis, • Generate, reconcile and record, • Reporting and Escheating abandoned properties to all States yearly, • Preparing report monthly, • Keeping track of CNS pending securities daily, • High School diploma or equivalency; some college preferred, • Financial Services experience not required For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary offered for this role is $50,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: • Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis., • Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities., • Participate in the preparation of pitch materials, investor memos, and strategic presentations., • Assist in developing client-ready documents including deal decks and financial summaries., • Analyze company fundamentals and trends using earnings reports, M&A data, and public filings., • Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects.What We’re Looking For:, • Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience)., • Strong interest in investment banking, corporate finance, and financial markets., • Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis., • Sharp analytical mind, attention to detail, and strong communication skills., • A proactive, resourceful, and self-motivated work ethic., • International or multicultural experience is advantageous but not required.What You'll Gain:, • Practical training in valuation, M&A analysis, and financial strategy., • Mentorship and structured feedback from professionals with experience at top-tier investment firms., • A results-oriented environment that simulates real-world investment banking workflows., • Flexible working arrangements — remote opportunities available.Compensation:, • Paid internship route accessible Powered by JazzHR EwwovFONco

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description Robert Half Financial Services are hiring for a Fund Accounting & Operations role for a global Investment firm located in midtown Manhattan New York. Our client requires 3+ years Fund or Corporate Accounting experience within Private Equity, Investment Management or a Fund Administrator. Must have an Accounting Degree; CPA license or parts passed is highly preferred, with knowledge of AP/AR, Reconciliations, IRR, Treasury/Cash Flow, Financial Statement Review and Trade Entry. The role requires 4 days per week in the midtown Manhattan office and 1 day work from home. Responsibilities: • Work intimately with the Finance and Operations team to ensure the proper accounting and reporting of all accounts payable and investment funding transactions., • Accounts Payable/Receivables, processing invoices, working with vendors and payment inquiries, • Monitor for new fund and direct investment transactions, track and maintain backup documents and files, and upload new commitments to eFront., • Check breakdowns and communicate with Fund/Direct managers to record transactions accurately., • Run and update monthly activity and cash flow reports for monthly management meetings., • Review quarterly financial and capital account statements and maintain internal quarterly valuation and IRR Reports., • Update consolidated relationship exposure reports on an ad hoc and quarterly basis for all Private Equity/Real Estate investments., • Analyze changes to Portfolio Company costs/values within the financial statements and reconcile these numbers to firm records., • Enter valuation transactions in eFront., • Process deposits and check payments, • Monitor for any write-offs taken by the Fund managers and book corresponding entries in eFront to remain consistent., • Analyze and enter trade transactions into eFront, coordinating with multiple teams across the company to process them., • Confirm bank account information, perform call back and email validations on new SSI’s., • Provide support during the audit process, including resolving issues and submitting documentation to auditors., • 3+ years Fund or Corporate Accounting experience within Private Equity, Investment Management or a Fund Administrator, • CPA license or parts passed is highly preferred, • Knowledge of AP/AR, Reconciliations, IRR, Treasury/Cash Flow, Financial Statement Review and Trade Entry, • Knowledge of private equity, hedge funds, or real estate funds., • Knowledge of Excel, eFront, Continia, Business Central, Bloomberg, • Bachelor or Master Degree in Accounting. The Fund Accounting & Operations role requires 4 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $90-120k base plus 20% target bonus and great benefits. If your profile matches the above criteria, please add me on LinkedIn and email me directly, Trishan Khareghat

Job Description Financial Accounting Manager - Bilingual Korean /English Fluency Investment Type: Family Office Investment and Equity Location: Fort Lee, NJ (Onsite) $150K/yr - $170K/ yr DOE Full Time Description of the Role: This role will be responsible for Family Office Investment accounting operations and financial management and will oversee the accounting of investment transactions. This role will require strong knowledge in accounting, a strong work ethic, and excellent communication skills. This is an ideal position for an accountant who is extremely detailed, organized and enjoys being challenged with new and everchanging responsibilities Key Responsibilities Accounting Operations: o Books maintenance and facilitate month-end close for the group, its affiliates, handle taxation; distributions and investors’ data collection. o Manage staff accountant. o Facilitate year-end audit processes. o Implement tax planning o Implement accounting procedures and monitor systems. o Monitor bookkeeping account in QuickBooks. o Ensure compliance with all financial regulations and tax standards as required. Finance Operations: o Oversee financial operations including budgeting; forecasting; financial reporting and analysis. o Timely and accurate completion of month end, quarter end, year end closing and account reconciliations. o Process improvement in areas of “record to report, order to cash/pay. o Manage accounting in cash management, forecast, financial cost control and assess impact on current year audit engagements o Meeting deadline for financial closing o Monitor investment transactions and monthly reconciliation. o Project revenue forecast and accrual. o Follow up with loan and private equity investments; monitor cash flow. o Demonstrate deep understanding in investment types. o Manage profitability of projects o Develop, document, and gain cross functional alignment on processes to support internal team and external business contacts. o Assess risk along with design and communicate audit procedures to engagement teams o Prepare complex financial closings, tax compliance filings and other business analysis o Compile and evaluate complex data, computations, documentation and various tax and accounting software. o Identify and communicate accounting and auditing matters to Executives and Investment Managers. o Work closely with the Family Office Principle, providing comprehensive accounting duties including bookkeeping, general ledger, reporting (Investment and accounting), tax coordination, and various other accounting and administrative projects o Manage data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans. Required Qualifications: • Bachelor’s Degree in Accounting, Finance or a related field, • Proven experience in family office or investment accounting preferred., • CPA or EA Certification preferred, • 10+ years of current or recent experience in a public accounting, investment or banking environment, • Experience with multi-manager funds is a plus, • Experience leading teams and mentoring associates, • Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations, • A proven record of building profitable, sustainable client relationships, • Minimum of 3 years of team lead or in-charge experience overseeing staff on multiple engagements, • Proven conceptual and analytical ability, • Proficient using Microsoft products such as Excel, Word, and Power Point, • Proficient in the use of various tax and accounting technologies, • Excellent communication, integrity, confidentiality, and trustworthiness Responsibilities, • Bilingual Korean /English fluency required Benefit: · Paid Time Off · Paid Holidays · Retirement Plan · Health, Dental and Vision Insurance *Our client does not sponsor visa status. Company DescriptionOn Target Staffing Corporate Recruiting is a division of On Target Staffing, LLC. With 50 offices across the United States we are able to provide services to companies and individuals both local and national. We know that one size does not fit all. That’s why we take an individualized approach— offering customized recruiting solutions tailored to your unique needs. Our approach is to clearly understand your business goals, identify the best position for you, and enhance your opportunities. We look forward to working with you!On Target Staffing Corporate Recruiting is a division of On Target Staffing, LLC. With 50 offices across the United States we are able to provide services to companies and individuals both local and national. We know that one size does not fit all. That’s why we take an individualized approach— offering customized recruiting solutions tailored to your unique needs. Our approach is to clearly understand your business goals, identify the best position for you, and enhance your opportunities. We look forward to working with you!

Job DescriptionJob Title: AML Officer Services – Administrator/AssociateDepartment: Compliance Job Description: Client X offers an outsourced AML Officer Service to its fund administration clients. Client X is currently seeking an administrator to work within the AML Officer Services team to provide support for Client X’s client appointed Anti-Money Laundering Compliance Officers and Money Laundering Reporting Officers. The candidate needs to possess exceptional organizational and communication skills as well as a strong attention to detail. Key Accountabilities of the Role: • Provide support to the AML Compliance Officer in provision of the AML Officer Services, • Assist with testing of know your customer information collected on new client onboarding to ensure compliance with Client X’s anti-money laundering procedures and the Cayman Islands AML/CFT Regulations, • Review any investors which are have positive matches to sanctions lists and provide information to the AML Officer Services - Supervisor, • Review client provided representation letters for investment risk ratings or sanctions monitoring, if applicable., • Assist with the compilation of investor data metrics and information, • Maintenance of various regulatory logs including High Risk Investor Logs and Declined Business Logs, • Preparation of client and board reporting, • Liaise with clients, directors and internal parties as necessary, • Establish good working relationships with other Client X Departments, • Assist with any ad-hoc projects as requiredPre-requisite knowledge, skills and experience:, • Accounting, Finance, Legal or Business Degree - Minimum 2.2 honors degree, • Strong verbal and written communication skills, • Efficient and well organized with exceptional attention to detail, • Ability to work under pressure and to tight deadlines, • Self-motivated with the ability to work effectively within a team structure and individually, • IT literate

Job DescriptionAbout Us: Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. About You: Versana is looking for a seasoned Sales Engineer. You will join our Sales team and be responsible for multiple aspects of our sales process. You bring a deep knowledge of the loan market and financial software to help our prospects contextualize Versana as a solution. In this role you will work directly with the sales team to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. You will report to the Head of Sales and work collaboratively across internal departments including Product, Technology, and Client Engagement. Key Responsibilities: • Act as subject matter expert during sales process and thoroughly understand all aspects of the platform in order to explain the technology to all types of users, • Assist in defining sales strategy and is proactive about preparing appropriate data and reports for sales events, • Participate in demand creation events (seminars, trade shows, conferences, etc.), • Build and demo complex client-specific Custom Demonstrations / Proof of Concepts, • Provide pre- and post-sales technical expertise as well as ongoing consultation to clients and prospects related to our customer-facing data feed and API solutions, • Synthesize knowledge gained from customers interactions back to business management, Product and Technology teams, • Proactive about maintaining high level of product/solution knowledge, as well as applicable technology changes, • Deliver high quality documentation of recommended solutions to clients and internal stakeholders, • Present Versana technology and vision to executives and technical contributors at prospects and customers, • Work hands-on with prospects and customers to demonstrate and communicate the value of Versana technology throughout the sales cycle, from demo to proof of concept to design and implementation, • Immerse yourself in the ever-evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position Versana in relation to them., • Collaborate with Product Management, Engineering, and Marketing to continuously improve Versana’s products and marketingMust Haves, • Bachelor’s degree in Finance and/or Computer Science a plus, • 8-12 years experience in financial markets, data, or technology sales, • Strong knowledge of portfolio and investment accounting for middle and back-office workflow and operations highly desired, • Working knowledge of asset management industry a plus, • Strong understanding of the business process and workflows of Versana’ target markets. Strong technical experience with ability to relate technical advantages into business benefits, • Outstanding presenting skills to both technical, front office, and executive audiences, whether impromptu on a whiteboard or using presentations and demos., • Experience with large-scale Database and/or Data Warehouse technology and/or Data at Scale concepts, • Ability to connect a customer’s specific business problems and Versana’s solutionsNice to Haves:, • Syndicated Loan sales experience

Job DescriptionWho is MedReview - Join our team at MedReview, a pioneering authority in payment integrity for over 40 years. As a physician-led organization, we are dedicated to ensuring healthcare claims accurately represent the care provided. Through timely and precise independent audits and clinical validation of provider claims, we have saved our clients billions of dollars. As a rapidly expanding and dynamic organization, we foster a culture of surpassing client expectations while embracing a spirit of enjoyment. If you're passionate about contributing to the improvement of the healthcare system, consider joining us on our mission at MedReview. Position Summary- MedReview is seeking a detail-oriented and highly skilled HRIS/Payroll Analyst to join our dynamic team. The ideal candidate will possess advanced Excel skills, experience with Namely (REQUIRED), and a proven track record of handling high-volume bi-weekly payroll and will also oversee and optimize the companies HR data. The HR/payroll Analyst will ensure accurate and timely processing of payroll for our employees, maintaining compliance with all applicable regulations and company policies. This position is onsite from Monday to Thursday and will work remotely on Friday’s. Responsibilities: • Utilize advanced Excel functions to analyze payroll data, generate reports, and perform complex calculations., • Conduct monthly audits to make sure data in HRIS is accurate and up to date., • Responsible for quarterly and monthly headcount report for senior management., • Manage, maintain, and optimize Namely HRIS system, including system configuration, data integrity, troubleshooting, and user support., • Evaluate employee data and adjust as necessary, implementing (process) improvements, ensuring data quality, and analyzing and reporting on the data, • Participate in other HR-related projects and perform administrative duties as needed., • Able to create complex reporting using Excel., • Will serve as a liaison between finance and HR. Making updates to the Finance payroll sheet biweekly with new hires and terminations., • Reconcile payroll discrepancies and resolve employee payroll issues promptly., • Collaborate with HR and accounting departments to ensure seamless payroll operations., • Stay up to date with changes in payroll laws and regulations., • Other duties as assigned by your manager. Qualifications: • A bachelor’s degree in business management, information technology or equivalent work experience, • Minimum of 4 years of experience with payroll systems., • Minimum 2 years HRIS administrative support experience, • Deep understanding of labor and wage laws, federal and state payroll regulations and requirements., • Basic working knowledge of accounting principles and financial acumen., • Excellent documentation and analytical skills., • Strong organizational skills and the ability to adhere to deadlines with reliability and accuracy., • The ability to communicate effectively with business users, managers, peers, project teams, etc., • Healthcare that fits your needs - We offer excellent medical, dental, and vision plan options that provide coverage to employees and dependents., • 401(k) with Employer Match - Join the team and we will invest in your future, • Generous Paid Time Off - Accrued PTO starting day one, plus additional days off when you’re not feeling well, and 11 observed holidays., • Wellness - We care about your well-being. From Commuter Benefits to FSAs we’ve got you covered. Powered by JazzHR hYS0tkLwfS

Job Description FP&A Manager Placement Overview · Supervisor: Nathan Fox, CFO Kids Empire · Location: Fully Remote- some travel to NY/L.A. Office as needed · Salary Estimate / Budget: $130K — $150K · Duration: Full Time Requested Experience/Profile · Level/Title: “FP&A Manager” / “FP&A Director” · Prior roles: Finance (Accounting experience is nice to have but not as relevant) · Industry: No requirements, but leisure / hospitality / location-based entertainment is highly preferred (restaurant, hotel, movie theaters, etc.) · Scale: Has worked with multi-unit business with 25+ locations/entities or similar, with multiple revenue streams/products/services · Scope: See below · Systems: Preference for Sage Intacct, but equivalent is nice to have (Eg, NetSuite); has worked with Domo, Tableau, Looker or similar · Certifications: MBA or pursuing is nice to have but not required · Years experience: 5-7 years preferred Salary Estimate: In accordance with New York law, the salary range for this role if filled within New York is listed. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. Role and Responsibilities • Partner with the CFO and SVP Operations on quarterly forecasting, annual budgeting process, operating plan variance and special projects or ad hoc analyses, • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, balance sheet, and cash flow, as well as non-financial key performance indicators across the business (sales, product, marketing, etc.), • Monitor key performance indicators in Domo, financials, and other data sources; highlight trends and analyze causes of unexpected variances in KPIs and financials, • Drive annual budget processes, including developing key assumptions while working with business partners to ensure budgets are appropriate, • Maintain detailed financial models for budgeting, forecasting, and other long-term modeling needs, • Support the preparation of board reports, decks and analyses, • Serve as liaison between the business and Finance to detect and correct P&L issues, ensure appropriate cost control, accurate forecasting, and insightful business understanding, • Assist in other various strategic and operational projects and ad hoc analysis as needed, • Business Case Development: Preparing business cases to support new investment, strategic and other business decisions., • Data Analysis & Reporting: Analyze performance data from business, operations, and software systems to identify trends, patterns, and insights. Convert business performance objectives and requirements into clear and actionable reports & presentations., • Interactive Reporting and Dashboards: Build and test interactive operational reports, analytics, and dashboards using tools such as Tableau, Excel, or other suitable software, providing stakeholders with real-time access to relevant data., • Organization and Standardization of Data: Develop requirements and partner on implementation of new data sources in ERP and BI tools Required Education and Experience • Bachelor’s degree in Finance, Accounting, or Economics, • 5-7 years of progressively responsible financial experience in a business with large level of data dimensionality (multiple locations, brands, products, service offerings, cost centers, etc), • Advanced experience with Excel to create financial models, • Proficiency in financial reporting, modelling, and data analysis tools such as Power BI, Sage Intacct, • MBA or Master’s degree in Finance or Accounting; CPA certification not required, • Experience with Sage Intacct, • Experience with Domo preferred, but experience with other Business Intelligence and Analytics software including Tableau, Power BI, Mode, Looker, can be a substitute, • Experience with multi-unit organizations

Job Description EquityMultiple is on a mission to transform real estate investing through technology and bring transformative wealth creation to a broader demographic of investors. We're a 35-person startup headquartered in New York City making waves in the real estate crowdfunding space. The Company: EquityMultiple's mission is to guide investors toward a stronger, more diversified portfolio. Through our seamless digital platform, EquityMultiple provides accredited investors streamlined access to curated commercial real estate private equity and private credit investments, democratizing exposure to an asset class historically out of reach for most investors. Founded in 2015, EquityMultiple has completed 250 transactions totaling over $21 billion in total capitalization across 142 markets nationwide. For more information, please visit . The Role: We are seeking an experienced Controller to join our growing team. The Controller will oversee and scale our accounting, financial operations, and reporting functions for the company and its investment entities. Reporting to the CFO, this role will work closely with senior leadership on all aspects of financial management, including budgeting, treasury, compliance and strategy. Functions include managing and establishing relationships with third-party accountants/auditors, preparing corporate, investment entity-level and consolidated financial statements, implementing accounting processes and procedures, expense management, and assisting with corporate planning and annual budgeting. This position offers the chance to shape the accounting team from the ground up, with ample room for career advancement. The Responsibilities: Financial Reporting & Compliance • Lead financial reporting, accounting, budgeting, tax compliance, and cash management for the company and investment entities, • Prepare monthly, quarterly and annual financial reports in compliance with GAAP and regulatory requirements, • Supervise accounts payable, accounts receivable, payroll, expenses, and revenue recognition, • Manage reporting and audit processes for investment vehicles alongside fund administrators and external auditors, • Refine and enforce internal controls policies to ensure accuracy and regulatory compliance, • Collaborate with senior management on strategic financial planning to drive operational improvement, • Prepare and deliver financial reports for investors, including tracking capital calls, distributions, and performance metrics for real estate investment vehicles, • 5+ years of experience in accounting and financial reporting, • CPA or CMA, • 2+ years of management or supervisory experience on an accounting or finance team, • Fluency in accounting systems and systems implementation, • Exceptional financial modeling skills, • Experience with RIA or investment manager preferred, • Compensation Range: $140,000-160,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity., • Competitive benefits package that includes healthcare, 401k matching, unlimited paid time off, wellness benefits, and more. About Us EquityMultiple is a commercial real estate investment and technology firm whose mission is to build investor wealth through streamlined access to diverse real estate investment products. To date, EquityMultiple's investors have participated in over $4 billion in commercial real estate transactions through its online investing platform. The firm pairs innovative technology with real estate experience and industry-leading investor services to offer an unparalleled investing experience. For more information, please visit . EquityMultiple is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Investment Relations Coordinator LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $70,000 to $75,000 base, plus bonus and equity (based on NYC, will be adjusted for geo) The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for a high-performing operator to help support that transformation. Canoe is seeking an Investment Relations Coordinator to support our outreach to investment managers and assist with data-related projects. The Coordinator will be responsible for coordinating and tracking manager outreach campaigns, ensuring reporting connectivity for our clients, and maintaining accurate records of manager-related information. What You’ll Do: • Send and monitor outreach emails to investment managers, following up as needed to secure reporting access., • Track outreach status and maintain accurate records of manager responses., • Maintain Canoe’s manager relationship database, including allocation statuses and reporting coverage., • Organize manager-related information received via email and other communications., • Gather and analyze manager and fund related data from various sources to support data operations, • Assist with reporting materials and data organization on a monthly, quarterly, or ad hoc basis What We’re Looking For: • Bachelor’s degree required (finance, business, economics, or related field preferred), • 0–2 years of relevant work or internship experience; financial services, investor relations, or fund operations experience a plus but not required, • Strong written and verbal communication skills, with the ability to represent Canoe professionally to external partners, • Exceptional attention to detail and organizational skills, • Highly motivated self-starter with the ability to prioritize tasks and work independently, • Proficiency in GSuite and Microsoft Office Suite; familiarity with SQL or CRM systems a plus. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionAbout Terawatt Infrastructure The once in a century transition to autonomous and electric vehicles is underway and will require a multi-trillion-dollar investment in energy and charging infrastructure, and the real estate to site it on. Terawatt is the leader in delivering large scale, turnkey charging solutions for companies rapidly deploying AV and EV fleets. Whether it’s an urban mobility hub, or a carefully located multi fleet hub for semi-trucks, Terawatt brings the talent, capabilities, and capital to create reliable, cost-effective solutions for customers on the leading edge of the transition to the next generation of transport. With a growing portfolio of sites across the US in urban hubs and along key logistics and transportation corridors and logistics hubs, Terawatt is building the permanent transportation and logistics infrastructure of tomorrow through a robust combination of capital, real estate, development, and site operations solutions. The company develops, finances, owns, and operates charging solutions that take the cost and complexity out of electrifying fleets. At Terawatt, we execute humbly and with urgency to provide tailored solutions for fleets that delight our clients and support the transition of transportation. Role Description As a Development Manager at Terawatt, you will lead development deals for Terawatt Charging Centers. Your key responsibilities will include leading the full development lifecycle including: site due diligence, entitlement, design, permitting, pre-construction, support to the construction team during the build period, and leading the investment from inception to operation. You will work closely with the company’s management team including the Real Estate, Energy, Finance, Revenue, Legal, and Construction to deliver high quality projects on time and on schedule. Additionally, you will own the assumptions for the financial modeling of development projects, iterate on the model throughout the lifetime of the investment, and present memorandums to executive leadership. You will leverage your in-depth experience to deliver projects that delight customers. A growth mindset, attention to detail, and strong communication skills are essential for success; you will encounter many “first of their kind” situations as the market continues to develop. You will regularly interact with external stakeholders, including contractors, consultants, customers, and local authorities, and will be expected to travel to project sites as necessary for the successful outcomes of your projects. By delivering world class projects, you and the team will allow Terawatt to help an increasing number of fleets to electrify with confidence and decarbonize their operations. This role reports to the Vice President of Development. Core Responsibilities • Property acquisition Due Diligence, • Site design, • Property title review, • Project underwriting with the ability to work in financial models, • Entitlements working through multiple local, state, and federal agencies, • Permitting processes and requirements for both on and off-site work, • Strong command of the pre-construction and construction process working very closely with the internal Terawatt construction managers as well as external contractors, • Creating and maintaining complex development schedules, • Prepare RFP documents, review vendor proposals, and award contracts, • Strong command of the legal and contract process for developments and the ability to collaborate with internal and external counsel, • Customer focused, striving to delight both internal and external customers. This position will work very closely with the Terawatt Business Development team., • Ability to present confidently to internal and external stakeholders including elected officials, community interest groups, AHJs, Terawatt executive team, Board of Directors, and Investment Committees.Preferred Qualifications, • Candidates will have a minimum of 5+ years of real estate development experience., • Four-year degree in Real Estate, Finance, Construction Management or related fields., • Masters in real estate, Finance or related fields preferred

Job DescriptionSalary: About Us Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include over 900 firms spanning the buyside, sell side, corporate and academic sectors. Our platform, rich in intellectual property and supported by a rapidly expanding global team, ensures we remain at the forefront of our industry. With the backing of Francisco Partners, a prominent global tech investment firm, we operate as a truly international company. Our headquarters are in Malm, Sweden, and we have key offices in Gothenburg, London, Poland, Lisbon, Hong Kong, and New York. Job Overview Macrobond is looking for a motivated and ambitious graduate to join our Product Specialist teama central, high-impact team that sits at the intersection of Sales, Product, and Marketing. Our Product Specialists are workflow and financial market experts. They bring together deep macroeconomic and financial knowledge, a strong understanding of client workflows, and in-depth product expertise. This is a technical, client-facing, and commercially focused role. The team plays a critical role in driving revenuesupporting sales in closing new opportunities with both existing clients and new prospects. Working across departments, Product Specialists act as trusted advisors to our customers and internal teams alike. The successful candidate will be a motivated self-starter, comfortable in a demanding, client focused environment. About the Graduate Role This is a development opportunity tailored for a recent graduate who is curious, driven, and eager to grow into a full Product Specialist role. Youll start by supporting our customer-facing teams, learning about Macrobonds platform, datasets, and client use cases. Over time, you'll take on more responsibilitycontributing to client meetings, delivering technical demonstrations, and advising on advanced workflows. This role offers: • A structured learning environment, • Mentorship from experienced team members, • Cross-functional exposure to Sales, Product, and Customer Success In the early stages of the role: • Support senior Product Specialists in preparing and delivering product demos., • Assist Account Executives and Customer Success Managers with client/prospect queries and internal documentation., • Participate in structured training sessions to gain a deep understanding of Macrobonds platform and data., • Help collect, organize, and communicate client feedback to internal stakeholders., • Deliver product demos and training sessions more independently., • Lead and manage client trials to ensure value is clearly demonstrated., • Provide support on technical topics such as data architecture and API usage (full training provided)., • Collaborate with the Conversion Team to scope client-specific projects., • Partner with internal teams to analyze client needs and deliver tailored product solutions. Required Qualifications and experience: • A recent graduate (Bachelors or Masters) in Economics, Finance, Data Science, Computer Science, or a related field., • Genuinely interested in technology, data, and the financial markets., • Eager to learn and thrive in a client-facing, technically involved role., • A strong communicator with good presentation skills., • Analytical and detail-orientedbasic knowledge of Python, R, or another scripting language is a plus (especially for our Web API offering)., • Company 401(k) scheme, with a strong employer contribution, • Private medical insurance, Aetna PPO plan, • Life Insurance, • 20 days holiday per annum, • 2 Macrobond days to use for volunteering

Job Description The Marlene Meyerson Jewish Community Center Manhattan (the JCC) creates opportunities for people to connect, grow, and learn within an ever-changing Jewish landscape. We serve as a model of what's possible in the ever-evolving and diverse Jewish community, incubating innovative programs that are shared nationally. We're dedicated to the well-being of everyone in our community. As people in our community seek out opportunities to grow physically, intellectually, and spiritually, we're dedicated to helping them reach their full potential. We strive to create an inclusive and accommodating environment for people of different backgrounds and abilities with opportunities for growth and connection. Reporting to the CFO/COO, the Controller will be a key member of the Finance team and will be responsible for overseeing all financial aspects of the Marlene Meyerson JCC Manhattan's operations. This includes managing accounting, financial reporting, budgeting, and compliance to ensure the organization's financial health and stability. The Controller will work closely with the CFO/COO, senior leadership, and other departments to support the JCC's mission while ensuring fiscal accountability and transparency. Essential Functions: Financial Reporting and Analysis • Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements., • Provide financial analysis and insights to assist leadership in decision-making, budgeting, and strategic planning., • Prepare financial reports for board meetings, board committees, and other stakeholders., • Lead the annual budgeting process in collaboration with department heads and senior leadership., • Develop and maintain long-term financial forecasts to support strategic planning., • Oversee day-to-day accounting operations, including accounts payable/receivable, payroll, and general ledger management., • Ensure compliance with GAAP (Generally Accepted Accounting Principles) and all regulatory requirements., • Manage annual audit, including 990, • With the CFO/COO establish and maintain strong internal controls to safeguard the organization's assets., • Identify opportunities for efficiency improvements in accounting systems, processes, and policies., • Manage and oversee the preparation of cash flow projections to ensure liquidity and ongoing operations., • Lead and motivate a team of finance professionals, setting clear expectations and fostering collaboration, high performance, and professional growth., • Collaborate with other departments (Development, Programs, Operations) to align financial strategies with organizational goals., • Minimum 7 years of progressive experience in accounting or finance, preferably in a nonprofit or public sector environment., • Strong experience with nonprofit accounting principles (GAAP) and financial reporting., • Proven experience in budgeting, financial analysis, and managing audits., • Strong technical knowledge of accounting software (e.g., Sage Intacct, Daxko, or similar)., • Proficiency in Microsoft Excel and other office software., • Excellent communication skills with the ability to present financial information clearly to non-financial stakeholders., • Strong organizational skills and attention to detail., • High level of integrity and professionalism., • Strong problem-solving skills and a proactive approach to identifying issues and solutions., • Collaborative team player with a service-oriented mindset., • Warm and welcoming Finance team within our non-profit community center, • Access to all the JCC's cultural, learning, arts, and film programs, • Investment in professional development and leadership skills, • Free fitness membership for the pool and health club, • This position is 4 days in the office with 1 remote

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Data Engineer role at Arch is tightly aligned with the efficiency and overall success of the Operations team. If you love messy data, are excited about solving complex problems, and enjoy fast-moving work environments, we want to hear from you. Your responsibilities will include: * Diving into and mastering the many sources, formats, and nuances of alternative investment data. * Building, refining, maintaining, and monitoring Arch’s data acquisition and processing pipelines. * Both applying traditional data processing methods and making heavy use of generative AI to acquire and structure data. * Tracking and improving Arch’s data quality and processing efficiency. Reach out to us if you: * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are excited to work hard on solving difficult and ambiguous problems * Are a quick learner who enjoys partnering with others on rapid development * Enjoy writing code to process and understand data with a high degree of accuracy Bonus points if you: * Are interested in alternative investments and/or financial services * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $70K - $100K

Job Description Our client—a groundbreaking HealthTech company currently redefining how primary and specialty care are delivered—is currently looking for an FP& A Manager to join their growing team. If you thrive in a fast-paced, mission-driven environment and want to make an impact in the future of healthcare, we’d love to hear from you. Responsibilities of this position will include: · Lead financial planning, forecasting, and strategic analysis across multiple departments. · Build and manage detailed financial models to support growth and operational decisions. · Analyze performance trends and provide actionable insights to leadership and investors. · Collaborate with Accounting, Clinical Operations, Membership, and other teams to deliver accurate and timely reporting. · Support scenario planning, KPI development, and investment decisions. · Drive continuous improvements in financial processes and tools. For immediate consideration, please email Ben.Turnbull@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · MBA or CPA a plus · 3+ years of relevant experience · Advanced MS Excel skills · Strong interpersonal and communication skills

Job Description Investment Analyst/Associate - Structured Finance & Investments NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Corporate financial modeling (debt and equity) and asset valuation, • Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants, • Working with lenders to secure financing vis-a-vie revolving facilities, private placements, and public capital markets, • Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee, • Monitoring and supporting investment assets and portfolio companies The ideal candidate would have a background including: • 2-4 years investment banking, investment firm or fund experience, • Structured Finance or Leveraged Finance or Alternative Asset experience – Rail, Aviation, Transportation experience is a plus, • Excellent analytical, written, and verbal communication skills, • Strong Excel skills required, • Extremely detail oriented · Excellent interpersonal skills and demonstrated ability to work effectively as part of a team · Ability to take direction but also to be independent · Willingness to take on what's needed to support the team · Tenacious/persistent - goes the extra mile Education: Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. About the Client: The firm is leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection. Founded in 2014, the firm manages ~$1.1bn+ of investor capital across rail and aviation strategies with locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs The salary range is $80,000 - $140,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. Job Summary This role leads the financial reporting and consolidation process across multiple entities, including two registered broker-dealers, one crypto firm and one marketing firm. It oversees accounting and FP&A teams, manages audits, regulatory correspondence, and ensures strong financial controls and compliance with rules and regulations. The position also contributes to system implementations and enhancement, and policy enhancements while driving strategic financial planning and operational excellence. Job Responsibilities • Focus on establishing, enhancing and managing the financial reporting for multiple entities, including broker dealers and their futures business, and crypto products., • Coordinating and ensuring timely and accurate financial reporting for multiple entities, • Collaborate across multiple departments in the organization., • Manage, maintain and enhance policies, procedures, and controls within the finance department., • Manage financial and regulatory audits, coordinating with outside auditors including regulators and states., • Manage parent’s consolidation close process., • Lead, supervise and develop accounting staff, • Contribute to various projects across the organization. Identify issues and improve the department’s overall efficiency., • Manage the relationship and coordination with headquarters. Requirements Education & Professional Experience • Bachelor’s degree in finance, accounting, economics, or related fields, • CPA is preferred, • Minimum 8 years of accounting experience in brokerage firms, futures and crypto business, • Strong understanding of the interrelated systems vs accounting reporting system;, • In-depth knowledge of various assets classes such as equities, futures and cryptocurrencies. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000 - $180,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Our client is a renowned international Investment and Asset management firm primarily focused luxury Real-Estate and Hospitality Investing. With experienced teams based in New York and London, their investment professionals leverage years of expertise in identifying and structuring deals across the major US and European markets. Role Our client is seeking a dynamic Executive Operations & Finance Analyst to report directly to the President. This hybrid role uniquely fuses the strategic oversight typical of a Corporate Finance Manager with the collaborative essence of a light Chief of Staff. In this critical position, you will manage financial operations and oversee essential business functions. Your expertise will be vital in coordinating executive-level logistics and supporting both professional and administrative tasks, enabling the President to focus on advancing the company’s vision. If you are a proactive and discreet leader ready to make a significant impact in a dynamic environment, we invite you to apply! Requirements Finance Analyst • Lead financial planning and analysis (FP&A) activities, including forecasts, budgets, and strategic plans., • Manage capital investments and allocation strategies to optimize company resources., • Oversee financial reporting processes, ensuring accuracy and regulatory compliance., • Direct cash flow management and working capital optimization., • Evaluate mergers, acquisitions, and other strategic growth opportunities., • Develop and implement risk management strategies to mitigate financial risks, • Present financial insights to executive leadership and stakeholders., • Manage and mentor finance team members, fostering professional development., • Ability to manage multiple high-priority projects simultaneously with a proactive mindset., • Coordinate complex business and personal scheduling, meetings, and travel for the President., • Manage special projects in real estate, hospitality, and administrative areas., • Liaise with legal, accounting, and internal/external stakeholders on behalf of the President., • Ability to coordinate with financial advisors, attorneys, and external consultants., • Experience with calendar management, travel booking, and expense platforms., • Knowledge of CRM systems and project management tools a plus., • Prior experience in luxury hospitality, private family office, or concierge services is preferred., • Understanding of domestic business travel and coordination is highly beneficial., • Familiarity with luxury service providers, fine dining, and exclusive event venues., • Exceptional leadership, communication, and problem-solving skills., • High emotional intelligence and the ability to operate with discretion., • Comfortable with weekly travel or as required to upstate New York with the President. Qualifications & Experience • CPA certification, • Bachelor’s degree in Finance, Accounting, or related field; MBA preferred., • 4-8 years of experience in corporate finance or senior operational roles., • Advanced proficiency in financial modeling, analysis, and forecasting., • Strong understanding of financial regulations, GAAP, and reporting requirements., • Experience with ERP and financial systems (e.g., Sage)., • Proficiency in Microsoft Office Suite and scheduling/travel platforms., • Flexible schedule with ability to work occasional evenings or weekends., • Experience supporting high-level executives or ultra-high-net-worth individuals., • Strong multitasking abilities and organizational skills in dynamic environments., • Fluency in English required; Punjabi or Hindi language skills are a strong advantage. Benefits • Competitive salary $100k - $120k (dependent on experience), • Comprehensive benefits package (Medical / Dental / Vision), • 401(k) matching program., • Paid time off.

Job Description Job Summary The Director, Investment Portfolio Analytics will lead F&G's investment data strategy and modernization efforts, focusing on data warehouse optimization, strategic data architecture, and analytics generation to support investment decisions and actuarial planning. This role combines data expertise with business acumen to transform how investment data is collected, stored, and utilized across the organization. The position involves managing investment data, supporting ad-hoc data requests, designing comprehensive data strategies, and supporting the data needed to generate cash flows for investments held. Organization The Director, Investment Portfolio Analytics reports to the VP, Investment Portfolio Analytics and will oversee a team of analysts. There will be significant interaction with investment strategy, investment risk, investment accounting, actuarial, middle office, treasury, and technology teams, as well as key members of external asset managers serving the company. Duties and Responsibilities Data Strategy & Modernization • Lead investment data warehouse modernization initiatives to improve data accessibility, quality, and processing efficiency, • Design and implement comprehensive investment data strategy aligned with business objectives and regulatory requirements, • Evaluate and recommend data architecture improvements to support scalable analytics and reporting, • Oversee the creation and maintenance of the internal reporting database to support comprehensive investment analytics and decision-making, • Manage and fulfill ad-hoc data requests from internal stakeholders, ensuring accuracy and timely delivery, • Support cash flow generation processes including review of data and execution of controls that are intended to validate the reasonableness of the cash flows generated, • Provide guidance, feedback, coaching, and performance reviews to direct reports, • Foster a data-driven culture, • Bachelor's degree in mathematics, economics, finance, data science, or related field, • Minimum of 8 years of experience in portfolio analytics, investment data management, data warehouse operations, or related field, • CFA, FRM, CIPM, and/or CAIA designation preferred, • Prior leadership experience preferred, • Experience with data warehouse modernization projects and data strategy development, • Background in investment data analysis and cash flow modeling, • Actuarial experience a plus, • Active engagement with AI tools and technologies to enhance data analysis capabilities and drive innovation in investment analytics, • Strong capabilities in Microsoft Excel (VBA) and SQL, • Working knowledge of Python, Tableau, and Alteryx preferred, • Experience with data warehouse technologies and ETL processes, • Familiarity with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred, • Understanding of data architecture principles and best practices, • Demonstrated understanding of fixed income analytics and investment data requirements, • Strong project management skills with experience leading data modernization initiatives, • Excellent problem-solving skills with advanced analytical and reasoning abilities, • Ability to translate business requirements into data solutions, • Experience managing and developing data-focused teams, • Strong communication skills with ability to present complex data concepts to various stakeholders, • Self-starter who demonstrates strong initiative and displays high energy level, • Perform other functions, duties and projects as assigned, • Regular and punctual attendance, • Minimal travel required (less than 10%) #IND-HP #LI-MK1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Cybersecurity Analysts to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience implementing, maintaining, and operating a cybersecurity program for a leading Hedge Fund or Family Office. What You'll Do • Best practice reviews., • Developing realistic and effective action plans., • Breaking apart goals into actionable steps., • Advising on vendor selection and oversight., • Creating and implementing policies, procedures, and control measures., • Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Special projects or other areas of need., • Implement and assist with the day-to-day operations of securing the firm’s various information systems by providing technical expertise in all areas of network, system, and application security., • Protect sensitive information by installing and configuring security software like firewalls and encryption programs., • Monitor network traffic and analyze records like authentication logs to identify and investigate anomalies to prevent and detect security incidents., • Lead the firm's vulnerability management program, conduct the annual cybersecurity assessments and penetration tests, and research and report on emerging threats, to help the firm take pre-emptive risk mitigation steps., • Implement organization-wide security best practices to protect the business against existing, new, and emerging security threats., • Test and analyze the organization’s business continuity and disaster recovery plan to ensure operations will continue in the event of a cyberattack or natural disaster., • Assesses new security technologies to determine potential value for the firm., • Execute and carry out firm incident response program to identify and prevent all potential breaches (internal or external), or misuse of data, that may occur., • Review, investigate, and respond to real-time alerts within the environment., • Generate real-time and historical reports for internal and external stakeholders regarding security and/or compliance violations. Qualifications, • A Bachelor’s degree in Computer Science, Computer Engineering, Information Systems, Information Sciences, or a related field, with a strong academic record., • One or more of the following certifications: CEH, CISM, CompTIA Security+, CISSP, GSEC, GCIH, GNFA, GREM or other related SANS certifications., • 5+ years of specific experience as a Cybersecurity Analyst at a hedge fund or family office., • Working experience with one or more of the following technology vendors and products: Splunk Cloud, Rapid7 Nexpose Vulnerability Scanner, Sophos Antivirus, Varonis DatAlert, ForeScout CounterACT, or similar., • Thorough understanding of Microsoft’s enterprise technology platform, including Azure, Active Directory, SQL, Office365, and the Windows server and desktop operating systems., • In-depth knowledge of security event management, network security monitoring, investigating common types of attacks, network packet analysis, log collection and analysis, and reviewing security events., • Demonstrated experience implementing and/or enforcing security and compliance frameworks such as NIST, Cobit, and ISO., • Strong writing and presentation skills are requiredin order to communicate findings and recommendations, as well as the ability to articulate security-related concepts to a broad range of technical and non-technical staff.Job Status, • Contractor

Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and ensuring compliance with tax regulations. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals. RESPONSIBILITIES: • Build and maintain strong relationships with high-net-worth clients., • Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes., • Understand clients' financial goals, assets, and investment portfolios., • Provide personalized tax planning and advisory services tailored to individual client needs., • Communicate complex tax concepts in an understandable manner to clients., • Conduct in-depth analysis of clients' financial situations to identify tax planning opportunities., • Develop and implement tax-efficient strategies to minimize clients' tax liabilities., • Ensure compliance with local, state, and federal tax laws and regulations., • Supervise and mentor junior tax staff., • Provide guidance, training, and support to team members., • Review the work of team members to ensure accuracy and compliance with tax laws., • Stay updated on changes in tax laws, regulations, and industry trends., • Conduct research on specific tax issues and provide recommendations to clients. Education: • 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients., • Strong knowledge of tax laws, regulations, and compliance requirements., • Exceptional analytical and problem-solving skills., • Excellent communication and interpersonal skills for building and maintaining client relationships., • Leadership abilities and experience managing a team of tax professionals., • Detail-oriented with a high level of accuracy in work. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionJoin our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at for more information. WHO WE NEED: Arootah is searching for experienced Directors or Heads of Investor Relations to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in a senior role as a Director or Head of Investor Relations, you have specific, hands-on experiencing strategically executing the firms entire Investor Relations process, including managing, and overseeing the onboarding of clients as well as proactively meeting the ongoing servicing needs of the clients and constituents for a leading Hedge Fund or Family Office. What You'll Do • Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert in Investor Relations in helping clients to:, • Develop realistic and effective monthly action plans., • Identify internal and contextual roadblocks., • Break apart goals into actionable steps., • Devise a plan of action for each goal., • Provide the client with resources associated with implementing their action plan., • Implement policies, procedures, and control measures., • Review, analyze and report on client tools and resources to ensure industry best practices., • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices., • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.)., • All aspects of the day-to-day management and oversight of investor relations, including client onboarding, answering client questions, ongoing servicing of client and constituent needs and ensuring a positive investor experience., • Deliver an accurate and consistent message to existing and potential investors., • Assist in creating, editing, and maintaining all marketing documents, specifically pitch books, fund risk reports, monthly investor publications, and customized client materials & thought pieces., • Proactively address all Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQ) requests and complete/maintain all corresponding documentation., • Review monthly performance reports, requiring a strong understanding of performance, exposure, and other data analyses., • Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses., • Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows., • Maintain and update distributable monthly attribution, risk, and AUM templates., • Maintain external databases with the firm’s data and information., • Maintain and enhance the firm’s database of informationto help build out, automate, and improve the firm’s data warehouse to more efficiently and effectively satisfy client requests., • Populate and maintain internal client database and facilitate weekly and monthly performance update emails through the system., • Ad hoc prospect and current client requests. Qualifications, • Minimum of Bachelor’s Degree in Communications, Marketing, Finance, or Business Administration, or a related field., • MBA or advanced degree is a plus., • Sales or financial industry designations (such as Series 7 or Series 63) are a plus., • A minimum of seven (7) years of professional experience in a similar IR/Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office., • Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities., • Instinct on sales and desire to establish new relationships., • Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy., • Demonstrated analytical and quantitative skills and superb written and verbal skills., • Confident client presentation skills (in person and phone)., • Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm., • Self-starter with strong project management and follow-through skills. Job Status, • Contractor