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Job DescriptionSimpleCITI Companies, Hiring for Director of Acquisitions – Commercial Real Estate Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: We are seeking a dynamic and results-oriented Director of Commercial Real Estate Acquisitions to join our growing team. In this role, you will be responsible for leading our acquisition efforts, identifying lucrative investment opportunities, and executing a comprehensive acquisition strategy that aligns with the company's growth objectives. You will leverage your extensive network, market insights, and analytical skills to source and evaluate potential acquisitions, negotiate agreements, and lead due diligence processes. As a key member of the leadership team, you will collaborate with various departments, including finance, operations, and asset management, to ensure a seamless integration of newly acquired assets. Responsibilities: • Acquisition Strategy:, • Develop and implement a strategic acquisition plan that aligns with the company’s long-term goals., • Identify, evaluate, and execute acquisition opportunities across various markets., • Due Diligence:, • Lead due diligence efforts for prospective acquisitions, including financial analysis, market research, and risk assessment., • Coordinate with internal teams and external advisors to gather relevant information and perform thorough evaluations., • Negotiations:, • Negotiate purchase agreements and financial terms to achieve favorable outcomes for the company., • Manage relationships with brokers, lenders, and potential partners throughout the acquisition process., • Market Analysis:, • Conduct comprehensive market research and analysis to identify emerging trends, opportunities, and competitive insights., • Minimum of 3 years of experience in commercial real estate acquisitions, investment sales, or related fields., • Proven track record of successfully sourcing, negotiating, and closing commercial real estate transactions., • Strong understanding of financial modeling, valuation methods, and investment analysis., • Excellent analytical, negotiation, and communication skills.

Job Description SimpleCITI Companies — Hiring for Property Manager SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: SimpleEQUITIES (Private Equity Real Estate) SimpleADVISORY (Investment Advisory) SimpleMANAGE (Property Management) SimpleBRICKS (Development) SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: We are seeking a full-time property manager to join our team. The property manager will be responsible for overseeing the day-to-day operations of our real estate properties, including handling maintenance orders and administering leases. The position requires strong organizational skills and the ability to manage multiple tasks effectively. Key Responsibilities: • Oversee the day-to-day operations of various real estate properties., • Handle maintenance requests and ensure timely resolution of issues., • Administer leases, including lease renewals and terminations., • Coordinate property inspections and ensure properties are in good condition., • Manage tenant relationships and address tenant concerns promptly., • Ensure compliance with local, state, and federal regulations., • Maintain accurate records of property operations and tenant interactions., • Assist with budgeting and financial reporting related to property management., • Collaborate with team members to support overall property management objectives. Qualifications: • Proven experience in property management or a related field., • Strong organizational and multitasking skills., • Excellent communication and interpersonal skills., • Ability to work independently and as part of a team., • Proficiency in Yardi property management software., • Knowledge of local, state, and federal property regulations., • Strong problem-solving skills and attention to detail.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Title: Financial Planner (For your application to be reviewed, you must reside within 25 miles of East Hills, NY and need to have a Series 7 & Series 66 with experience working on Financial Plans. ) About Blue Ocean Wealth Solutions, LLC At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals through a client-centered approach using insurance, investment, retirement, and voluntary worksite benefits planning. We work closely with clients to understand their goals, assess their needs, and recommend suitable solutions for their portfolios. We were awarded “Top Long Island Workplaces” from 2018 to 2024 by Newsday and Dan’s Papers. We pride ourselves on a vibrant, cohesive, family culture. Role Overview The Financial Planning Specialist serves on the Leadership level as the central point of contact between the firm’s Financial Advisors and the Home Office. This role ensures all requests are properly routed, promotes consistency and clear communication, oversees tracking, processing, and assignment of all financial planning requests, and may be included in client meetings. Financial Planning Strategy Deliver a diversified set of investment and risk management solutions with a financial planning mindset to meet the individualized needs of current and potential clients. Partner with existing advisors and their clients as a subject matter expert on financial planning. Manage workflow between Financial Advisors, Coordinators, and the Home Office to ensure timely and efficient handling of tasks. Adhere to the firm’s risk and regulatory standards, policies, and controls. Use sales tools and modules to conduct analysis and recommend best-fit solutions. Build a referral channel by developing strong partnerships with advisors to meet client needs. Process and monitor all financial plan requests. Prepare correspondence and track the team’s progress through defined metrics. Provide marketing presentations, deliver training, and disseminate information to advisors. Promote the firm’s financial planning value proposition. Other projects as needed. Financial Planning Tools Financial planning software including e-Money and Money Guide Pro, etc. Productivity and analysis tools including Outlook, Excel, PowerPoint, and Word. Firm sales tools and modules used for needs analysis, solution design, tracking, and reporting. Financial Planning Career Ladder Opportunities for growth include roles/titles such as Senior Financial Planning Specialist or Financial Planning Manager, with increased responsibilities in training, process oversight, and cross-functional collaboration. High-performing individuals may be considered for succession into the Director of Financial Planning role. This position includes leading and growing a team of Financial Planners, managing hiring and onboarding, providing coaching, setting standards and KPIs, and focusing heavily on the implementation of financial plan recommendations. Qualifications · Bachelor’s degree in accounting, finance, or a related field. · MUST have a Series 7 & 66. Life & Health license a plus. CFP designation preferred. · MUST have a minimum of 1 -3 years developing financial planning strategies. · Proficient in financial planning software (e.g., E-money, Money Guide Pro). · Strong interpersonal skills interacting with clients, colleagues, and key external partners. · Strong analytical abilities, excellent communication with a result-driven attitude. · Proficient in Outlook, Excel, PowerPoint and Word. Salary Range: $75,000 - $115,000 yearly depending on experience plus commission/bonus based on performance. Schedule: Full-time, in-office position with standard hours of 8:30 am to 5:00 pm, Monday through Friday, with flexibility for client meetings as needed. Benefits: Medical, Dental, Vision and 401(k). Generous paid time off. Eligibility: Must be authorized to work in the United States. #LI-BOWS1 Equal Opportunity Employer We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

Job Description Company Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. Role: Looking for Remote Yardi Consultants based in India or another foreign country outside of the United States. Must assist the team with: Yardi Core Modules Asset & Investment Management Specialized Modules for Commercial Real Estate & Multi-Family/Residential, Financial Transactions & Payments Facillitation of Data Analysis to support SimpleCITI's business operationns as it pertains to Real Estate Investments Requirements At least 3+ years of experience in Yardi; Yardi Voyager, Yardi Elevate Nice to have some knowledge of US Commercial, Industrial, and Residential Real Estate Associates/Bachelors Degree in Real Estate, Accounting, Data Analysis or a similar field.

Job DescriptionOverview: Fort Morgan Capital is a specialty finance subsidiary of SIMPLECITI Companies focused on originating and servicing structured credit facilities to personal injury and mass tort law firms. Backed by a $50 million joint venture with Arena Investors LP, Fort Morgan underwrites legal receivables backed by future case proceeds to meet growing demand for non-dilutive law firm financing. About SIMPLECITI Companies: SIMPLECITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • Fort Morgan Capital (Litigation Finance & Legal Credit), • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleCORE (Operations & Capital Structuring) Job Description: Fort Morgan Capital is hiring a Director of Legal Credit and Diligence Operations to lead the evaluation, underwriting, and approval process for credit facilities issued to law firms. This is a high-responsibility role for a credit leader with experience in legal asset analysis, diligence management, and structuring complex legal receivable-backed loans. You’ll be responsible for owning the entire underwriting lifecycle, coordinating external advisors, and producing decision-ready investment materials for committee approval. The ideal candidate combines legal fluency with credit structuring experience and operational execution. Underwriting, Diligence & Credit Oversight • Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing, • Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms, • Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries, • Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk, • Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee, • Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding, • Oversee funding documentation and coordinate transition to post-close servicing and reporting, • 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting, • JD or equivalent background with litigation finance, legal receivables, or private credit transactions, • Proven experience evaluating case portfolios and drafting institutional-grade investment memos, • Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort, • Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit, • Able to manage multiple stakeholders including internal teams, IC members, and external counsel Preferred: • Experience in law firm lending or pre-settlement funding, • Understanding of how case quality and practice structure impact credit risk, • Bonus: Experience integrating AI or automation tools into legal diligence or underwriting workflows

Job Description SimpleCITI Companies, Hiring for CRE Underwriting Associate Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is hiring a Real Estate Underwriting Associate to support acquisitions and investment decisions across our portfolio. The role will be primarily focused on industrial real estate, evaluating a steady flow of off-market and marketed opportunities that align with our buy box. The ideal candidate is analytical, fast-moving, and confident underwriting commercial assets. Core Responsibilities: • Underwrite industrial real estate deals using Excel and internal tools, • Analyze rent rolls, lease terms, expenses, and market comps, • Evaluate off-market and brokered opportunities for acquisition fit, • Summarize key deal assumptions and risks for internal review, • Maintain an organized and up-to-date underwriting pipeline Requirements • 2–5 years of experience in real estate underwriting or acquisitions, • Strong financial modeling and Excel skills, • Understanding of industrial lease structures, NOI, cap rates, and valuation, • Detail-oriented, efficient, and responsive to high-volume deal flow Bonus: • Experience with Argus, • Familiarity with CoStar, Yardi, or RealNex, • Exposure to off-market deal sourcing or industrial brokerage

Job DescriptionSimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES • SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity, • SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds, • SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners, • SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners, • SimpleSPACES: Shared Warehouse Spaces, • SimpleAID: Litigation Funding, • SimpleAXCS: Family Office Passive Investments, • SimpleCORE: Family Office Legacy Commercial Real Estate We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: • Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. • Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals., • Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow., • Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts., • Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations., • Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile., • Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements • Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred., • Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital., • Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships., • Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills., • Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams., • Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job Description SimpleCITI Companies, Hiring for Residential Credit Analyst Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCREDIT is seeking a detail-oriented and execution-driven Residential Credit Analyst to join our growing credit team. In this high-impact role, you will evaluate, structure, and manage short-term bridge and construction loans across residential transitional assets including ground-up development, rehab, and small multifamily projects. You’ll work directly with the founder and capital partners, applying institutional-level discipline to credit analysis while operating with the speed and flexibility of a boutique lender. This is an opportunity to shape the credit infrastructure of a next-generation private lending platform. Loan Evaluation & Underwriting • Analyze borrower profiles, market conditions, project budgets, and exit strategies, • Underwrite loans for rehab, rental, and ground-up residential projects, • Conduct detailed financial modeling, including pro formas, comp analysis, and budget reviews, • Evaluate creditworthiness and collateral strength using LTV, LTC, ARV, and other key metrics, • Draft concise investment memoranda for internal and capital partner review Due Diligence & Structuring • Order and review appraisals, title reports, insurance, contractor profiles, and other third-party reports, • Recommend loan terms and structures aligned with SimpleCREDIT’s risk parameters and credit box, • Collaborate with legal counsel to ensure compliance with underwriting standards and documentation, • Assist in setting covenants and draw schedules for construction and rehab loans Closing & Process Execution • Coordinate closing activities with borrowers, legal teams, title companies, and internal stakeholders, • Ensure timely, accurate documentation and information flow from term sheet to funding, • Maintain loan files, data integrity, and communication logs throughout the loan lifecycle Platform Development & Internal Ops • Help build and refine underwriting SOPs, loan grading systems, and credit workflows, • Identify operational inefficiencies and suggest process improvements, • 2–6 years of experience in private lending, real estate credit, or fix-and-flip underwriting, • Proficient in Excel with ability to build models from scratch, • Deep understanding of credit metrics: LTV, LTC, ARV, DSCR, etc., • Experience reviewing appraisals, title reports, scopes of work, and borrower financials, • Strong written communication skills and ability to clearly articulate credit decisions, • Highly organized, proactive, and execution-oriented, • Bonus: Experience with LendingPad, Liquid Logics, or other LOS/LMS systems, • Bonus: Familiarity with NY/NJ/CT/PA markets or licensure as MLO or real estate agent

Job DescriptionDescription: Job Summary: As the Finance Controller, you will play a pivotal role in TMS financial operations, overseeing financial planning, budgeting and financial reporting. Reporting directly to the Chief Financial Officer (CFO), you will be responsible for oversight of accounting staff, GL integrity, and closing out the books each month. Key Responsibilities: Financial Reporting and Analysis: · Oversee the timely and accurate preparation of financial statements, management reports, and other financial analyses. · Present financial information to the executive team, board of directors, and relevant stakeholders. Team Leadership and Development: · Manage and mentor a team of finance professionals, providing guidance, training, and development opportunities to enhance their skills and knowledge. · Foster a culture of collaboration, integrity, and continuous improvement within the finance division. Treasury and Cash Management: · Oversee treasury functions, including cash flow forecasting, liquidity management, and investment strategies to optimize returns while ensuring liquidity needs are met. Strategic Financial Initiatives: · Collaborate with senior leadership to develop and execute financial strategies that drive sustainable growth, capital allocation, and shareholder value. Requirements: Qualifications: · Proven experience (10+ years) in finance and accounting, with at least 3 years in a senior leadership role within the mortgage industry. · In-depth understanding of banking regulations, financial markets, and accounting principles. · Having Mortgage Servicing accounting experience is a plus Excellent communication and interpersonal abilities, with the capability to interact effectively with executives, regulators, and other stakeholders.

Job Description SimpleCITI Companies, Hiring for Legal Counsel – Funds & Real Estate Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is seeking a capable and motivated Legal Counsel to handle legal matters across our real estate and investment platform. This is an opportunity to be the first in-house legal hire, helping to build the foundation for fund formation, SEC compliance, and real estate deal support as the platform scales. You’ll work closely with company leadership and outside counsel on all transactional, regulatory, and governance work. Fund Formation & Investment Legal Support • Draft, review, and coordinate PPMs, LPAs, side letters, and subscription documents, • Oversee SEC compliance and regulatory filings related to SimpleADVISORY (e.g., Form ADV, Code of Ethics, RAUM), • Assist with legal structuring and filings for Delaware entities, Series LLCs, and co-investment vehicles, • Support future broker-dealer and fund expansion efforts Real Estate & Lending Transactions • Assist with legal review of mortgages, notes, JV agreements, leases, and purchase contracts, • Coordinate due diligence and title reviews for acquisitions and financings, • Review and manage legal documents across development, management, and leasing functions, • Ensure alignment between legal docs and business operations across SimpleMANAGE, SimpleREALTY, and SimpleBRICKS Compliance & Governance • Maintain DHCR filings, regulatory registrations, and internal SOPs, • Track legal deadlines, filings, and compliance workflows, • Organize and maintain legal templates, contract records, and entity structure charts, • Collaborate with external legal and compliance partners as needed Requirements • JD from an accredited U.S. law school; admitted in NY or eligible for in-house registration, • 5–8 years of legal experience across fund formation, SEC/RIA compliance, and real estate transactions, • Strong knowledge of Reg D, LLC/Series LLC structuring, and real estate documentation, • Ability to work independently across a variety of legal tasks in a fast-paced environment, • Comfortable managing legal vendors, deadlines, and cross-functional coordination Bonus: • Experience with ERISA, 1031 exchange structures, or Delaware Statutory Trusts (DSTs), • Familiarity with fund waterfall modeling, carry structures, or investor relations support, • Prior experience at a fund, real estate investment firm, or family office, • Experience working with litigation funders, claims administrators, or lien resolution firms in the mass tort space, • Familiarity with portfolio management systems or CRMs (e.g., Salesforce, DealCloud) for tracking diligence and legal asset performance

Job Description Position Description Cold Spring Harbor Laboratory (CSHL), a world-renowned research and education institution, is seeking a mission-driven, detail-oriented Treasury Manager to oversee the Laboratory’s cash, investment, and debt management functions. Reporting to the Chief Financial Officer, the Treasury Manager will be responsible for optimizing liquidity, strengthening financial controls, supporting long-term financial sustainability, and ensuring that treasury operations align with the Laboratory’s strategic and scientific priorities. Position Responsibilities Cash and Liquidity Management * Forecast short- and long-term cash needs with a high degree of accuracy, taking into account grant cycles, philanthropic revenue, capital projects, and program expenditures. * Maintain and monitor daily liquidity to ensure operating requirements and reserve targets are met. * Recommend strategies for working capital optimization, including receivables, payables, and reserves. Investment Management and Endowment Related Responsibilities * Help monitor performance against investment and cash management policies; participate in investment activities related to the endowment in collaboration with the Investment Committee, senior management, external investment advisors and custodians. * Responsible for the quarterly reporting of endowment fund balances and draws for operations. * Work with Advancement on establishing endowment funds for new gifts, and ensuring compliance with any restrictions, including Board designations * Coordinate month-end custodian reporting and manage overall custodian relationship. * Help coordinate preparation of regular reporting on investment performance, compliance, and liquidity tiering. Banking and Debt Management * Manage relationships with the Laboratory’s banking and credit card processing partners, ensuring strong service levels and competitive fee structures. * Monitor compliance with debt covenants, manage drawdowns on grant awards, and assist with debt modeling and refinancing strategies, including tax-exempt financing. * Coordinate/monitor all required compliance and other reporting in connection with outstanding debt issues. Risk Management and Controls * Design and enforce treasury controls and segregation of duties for cash disbursements, wire transfers, credit card processing, banking access, and cash handling. * Collaborate with the Controller’s Office and audit team to strengthen internal control procedures. * Support business continuity planning from a treasury and liquidity perspective. Technology and Reporting * Leverage Workday and other treasury tools to automate reconciliations, reporting, and liquidity monitoring. * Maintain data integrity across treasury systems; ensure integration between banking portals, custodial systems, Lawson currently and ultimately Workday. * Develop dashboards and monthly reporting packages for executive leadership and the Board. * Partner with FP&A to align treasury forecasts with operating and capital budgets. Cross-Functional Leadership * Serve as a trusted resource to Advancement, Sponsored Programs, and Operations to ensure treasury processes support institutional needs. * Educate stakeholders on treasury principles and advocate for sound financial stewardship across the organization. Position Requirements EDUCATION: * Bachelor’s degree in finance, accounting, economics, or related field. * Master’s degree or professional certification (e.g., CTP, CFA, CPA, MBA) a plus. EXPERIENCE: * 5-7+ years of progressive experience in treasury, banking, or nonprofit financial management. * Experience with ERP systems (e.g., Workday) and treasury workstations * Familiarity with nonprofit accounting, grant funding cycles, and endowment management a plus * Experience supporting or interacting with Board Finance, Audit & Risk or Investment committees SKILLS: * Strong analytical and modeling skills; comfort with liquidity forecasting and investment analysis. * Demonstrated ability to manage banking relationships and complex cash structures. * Knowledge of internal controls, fraud prevention, and compliance practices. * Mission-aligned, ethical, and stewardship-minded. * Proactive and systems-oriented, with a drive for continuous improvement. * Clear communicator with the ability to explain complex concepts to non-financial stakeholders. * Comfortable working in a collaborative, fast paced, and intellectually driven environment. Supplemental Information Apply today and help advance the groundbreaking work of CSHL scientists. Position ID: 1800 Environment Cold Spring Harbor Laboratory is a world-renowned biomedical research institution in New York. It has shaped contemporary biomedical research and is the home of eight Nobel Prize laureates. Cold Spring Harbor Laboratory provides a highly dynamic and interactive research environment and also a unique opportunity of timely exposure to advances in various biomedical research fields and of interaction with a broad range of researchers from all over the world through its renowned Meetings and Courses program. We believe that science is for everyone and our researchers have a wide variety of backgrounds. Compensation and Benefits Our employees are compensated in many ways for their contributions to our mission, including competitive pay, exceptional health benefits, retirement plans, time off, and a range of recognition and wellness programs. Visit our CSHL Benefitssites to learn more. The salary for this role is $135,000. The salary listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a base salary and/or rate, several factors may be considered as applicable (e.g., years of relevant experience, education, credentials, and internal equity). CSHL is an EO Employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status. VEVRAA Federal Contractor Company DescriptionCold Spring Harbor Laboratory is a world-renowned biomedical research institution in New York. It has shaped contemporary biomedical research and is the home of eight Nobel Prize laureates. Cold Spring Harbor Laboratory provides a highly dynamic and interactive research environment and also a unique opportunity of timely exposure to advances in various biomedical research fields and of interaction with a broad range of researchers from all over the world through its renowned Meetings and Courses program. We believe that science is for everyone and our researchers have a wide variety of backgrounds.Cold Spring Harbor Laboratory is a world-renowned biomedical research institution in New York. It has shaped contemporary biomedical research and is the home of eight Nobel Prize laureates. Cold Spring Harbor Laboratory provides a highly dynamic and interactive research environment and also a unique opportunity of timely exposure to advances in various biomedical research fields and of interaction with a broad range of researchers from all over the world through its renowned Meetings and Courses program. We believe that science is for everyone and our researchers have a wide variety of backgrounds.

Job DescriptionSimpleCITI Companies, Hiring for SimpleEQUITY* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes: • SimpleEQUITIES*: Private Equity Real Estate- HIRING ENTITY, • SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds, • SimpleMANAGE: CRE Property Management to SimpleEQUITIES Properties, • SimpleBRICKS: CRE Development, • SimpleSPACES: Shared Warehouse Spaces, • SimpleAID: Litigation Funding, • SimpleLEND: Private Lending, • SimpleCORE: Legacy Commercial Real Estate Family Office Job Description: We are currently seeking a highly experienced and results-driven outward-focused Chief Financial Officer (CFO) with a deep understanding of capital markets and private equity real estate. In this pivotal role, you will be responsible for leading and building out our financial strategy and managing our capital raising efforts. Specifically, you will be tasked with 1. Fund Formation by way of managing outside counsel, 2. Seeking Private Placement Investment Bankers, 3. Institutional Capital LP Investor business development. expand the company's reach to new heights. As the CFO, you will play a critical role in securing pivoting us from self-funded to working with external LP Institutional Investors, expanding the company's reach to new investors and markets. Responsibilities: • Capital Raising:, • Develop and execute strategies for raising institutional capital through equity markets to support the company’s real estate investment projects and funds., • Work with attorneys to develop funds., • Build and maintain strong relationships with private placement firms, institutional investors (pension funds, endowments, foundations, banks, sovereign funds, insurance companies), private equity firms, family offices, and other financial partners., • Strategic Business Development:, • Expand into new relationships, new partners, new markets., • Oversee deal sourcing, underwriting, acquisitions, dispositions, and financing., • Collaborate with the executive team to align capital market activities with the overall strategic goals of the company., • Financial Management:, • Prepare and present detailed investment memoranda, financial reports, and other documents to the executive team and board of directors., • Oversee Financial & Accounting Team, • Monitor market trends and economic conditions to identify risks and opportunities within the real estate market. Qualifications: • Proven experience as a CFO or in a similar executive financial leadership role, specifically within the real estate or private equity industry., • Demonstrated success in fund formation, raising capital, and managing investor relationships., • Strong understanding of real estate finance, investment, and market trends., • Exceptional strategic thinking, financial analysis, and decision-making skills., • Excellent communication, presentation, and interpersonal skills., • Experience with any of the following:, • Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals., • Bachelor's degree in Finance, Real Estate, or related field; MBA or other relevant graduate degree strongly preferred., • Minimum of 7 years of experience in real estate investment, banking, private equity or capital markets, with a proven track record in building out growth as opposed to joining established infrastructure. Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Job Description Are you an experienced accounting professional with a proven track record in financial management and strategy? Robert Half is seeking a Controller to oversee the financial and accounting functions for one of our clients. As the Controller, you will play a key leadership role in maintaining financial integrity, ensuring compliance, and providing strategic guidance to support organizational success. • Manage and oversee all financial operations, including general ledger, financial reporting, budgeting, forecasting, and variance analysis to help drive strategic goals., • Ensure company compliance with GAAP (Generally Accepted Accounting Principles), tax regulations, and other regulatory requirements while preparing accurate and timely financial statements., • Establish, analyze, and improve internal controls and accounting processes to safeguard company assets and minimize risks., • Supervise and mentor accounting staff, fostering a collaborative and growth-oriented workplace environment while ensuring department efficiency., • Collaborate with executive leadership to develop long-term financial strategies, including cash flow management, investment analysis, and cost control measures., • Act as a liaison between the accounting team and other departments, providing financial insights to support operational decision-making., • Leverage accounting software and ERP systems to enhance operational efficiency and accuracy of financial data., • Bachelor’s degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) or CMA (Certified Management Accountant) designation is strongly preferred., • Minimum of 7+ years of progressive experience in accounting or finance, preferably in roles of increasing responsibility. Previous experience as a Controller or similar leadership position is required., • Advanced proficiency in accounting software (e.g., QuickBooks, NetSuite, SAP) and ERP solutions. Strong knowledge of GAAP and regulatory compliance., • Exceptional leadership, organizational, and interpersonal skills with a demonstrated ability to manage teams effectively and communicate with stakeholders at all levels., • Strong analytical and problem-solving skills, with attention to detail in forecasting, financial modeling, and strategic planning.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $100,000 at plan yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Preference will be given to candidates whose primary area of teaching and research is in finance with an interest in investment, portfolio management, financial markets and institutions, derivatives or quantitative finance, although strong candidates in other areas will also be considered. Candidate

Job Description Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services. With a team of over 275 professionals, we specialize in rental apartment communities across the Northeast and Mid-Atlantic regions of the United States. Under the leader of our executives- who have owned and managed properties for more than 30 years, Eagle Rock Properties has emerged as a pioneering force in the industry. Job Summary: We are seeking a detail-oriented Junior Bookeeper to to support key accounting and bookkeeping functions. This is a great opportunity for recent graduates looking to gain hands-on experience in accounting and finance. This role offers a supportive environment to grow professionally, learn from real-world experience, and build a solid foundation in the field. Detailed training will be provided. Responsibilities: • Prepare and post entries for monthly bills, • Review expense reports for accuracy and attain approval for payment, • Reconcile bank statements monthly, • Generate reports, sort data and create pivot tables in Excel, • Organize and audit date prior to issuing reimbursement bills, • Perform other bookkeeping/accounting duties as projects arise, • Maintain a high standard of accuracy, precision and adaptability Requirements: • Bachleor's Degree in Accounting, Finance, Business. or related field, • Strong attention to detail and organization., • Good communication and basic math skills., • Proficiency in Microsoft Excel and other accounting software/tools is a plus., • Excellent attention to detail and strong organizational skills., • Effective communication and interpersonal skills., • Ability to work independently and as part of a team., • Eagerness to learn and adapt to new challenges., • Integrity and a commitment to maintaining confidentiality. Eagle Rock Properties provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics

Job DescriptionSimpleCITI Companies, Hiring for SimpleMANAGE Overview: SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. Job Description: We are currently seeking a highly skilled and detail-oriented Accounts Payable and/or Receivables Specialist with experience in the real estate industry. In this essential role, you will be responsible for managing and optimizing our accounts payable processes and/or receivables, ensuring the accurate and timely processing of invoices and payments. Specifically, you will be tasked with: • Managing vendor relationships and resolving payment issues, • Ensuring compliance with internal controls and accounting policies, • Processing and reviewing invoices, purchase orders, and payment requests Responsibilities: Invoice and Payment Processing: • Ensure accurate and timely processing of invoices, purchase orders, and payment requests specific to private equity real estate transactions., • Verify and reconcile accounts payable transactions related to property acquisitions, developments, and real estate investment projects., • Develop and maintain strong relationships with vendors, service providers, and contractors within the private equity real estate sector., • Oversee the setup and maintenance of vendor accounts, ensuring compliance with internal controls and accounting policies., • Identify and implement process improvements to enhance the efficiency and accuracy of accounts payable operations in the private equity real estate context., • Monitor and analyze accounts payable data to identify trends and areas for improvement, ensuring best practices in financial management., • EXPERIENCE IN YARDI, YARDI VOYAGER, YARDI ELEVATE, OR YARDI ENTERPRISE is welcome, not mandatory., • Bachelor's degree in Accounting, Finance, Real Estate or related field;, • Minimum of 2 years of experience in accounts payable / accounts receivable, preferably within the real estate industry, • Strong understanding of accounts payable processes or receivables processes, commercial real estate transactions, financial record-keeping, and vendor management. Competitive Salary | $65,000 - $100,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company

Knowledge of corporate finance, investment banking products, with a preference for experience in Leveraged Finance. Investment Banking Associate, Leveraged Finance - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial servi

SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle.Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending.With ex

Job Description SimpleCITI Companies, Hiring for Chief Growth Officer (Pre-Settlement Funding) Overview: SimpleCITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleEQUITIES (Private Investment Platform) You’ll be responsible for building and scaling an AI-enhanced growth engine across marketing, CRM, automation, and revenue operations. This role demands more than just overseeing teams—it requires hands-on execution, deep technical fluency with AI tools, and a performance-driven mindset. Growth Strategy & Funnel Execution • Own end-to-end growth: paid media, digital funnels, intake workflows, CRM, automation, and monetization, • Design and optimize AI-powered lead intake systems across personal injury, MVA, medmal, and other plaintiff-side verticals, • Build and manage CRM systems (e.g., GoHighLevel, HubSpot, Salesforce) with automated drip campaigns, SMS, voice drops, and AI agents, • Launch and manage performance campaigns across Meta, Google, YouTube, TikTok, and other acquisition channels, • Leverage advanced tools such as ChatGPT, Claude, AutoGPT, Zapier, Clay, Instantly, and Smartlead to automate scoring, outreach, and follow-ups, • Track and improve KPIs: lead quality, approval rate, CAC, LTV, IRR, and qualified deal volume, • Lead the design and deployment of AI-based workflows for real-time lead engagement, routing, and decisioning, • Build internal tooling for dynamic scoring, follow-up, and pipeline optimization, • Continuously iterate on CTAs, landing pages, offers, and conversion flows using AI-driven insights, • 5+ years in growth, DTC lending, plaintiff funding, or legal fintech, • Proven experience scaling performance marketing with ROI clarity, • Deep familiarity with AI tools and frameworks used in customer acquisition and funnel automation, • Proficient in CRM and marketing automation platforms like GoHighLevel, Iterable, ActiveCampaign, etc., • Experience in pre-settlement funding or legal intake, • Understanding of how case quality and type influence underwriting and funding, • Bonus: Experience building AI agents for lead engagement via chat, SMS, or phone

The Corporate Real Estate Financial Manager is a pivotal role within the Bank's Finance and Real Estate department, driving strategic real estate investment and portfolio management decisions. Please click the following link for detailed information: Benefits | Flagstar Bank.

JOB SUMMARY We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. JOB DESCRIPTION • Manage buy-side and sell-side financial due diligence engagements for M&A transactions, • Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks, • Analyze financial statements, revenue models, and business operations to identify potential red flags, • Lead the preparation of financial reports, executive summaries, and key transaction insights, • Develop and review financial models, valuation assessments, and sensitivity analyses, • Serve as the primary client contact, ensuring exceptional communication and advisory support, • Collaborate with investment bankers, private equity firms, and corporate executives to structure deals, • Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team, • Support post-transaction integration by analyzing financial structures and deal synergies Supervisory responsibilities • Yes, will supervise staff members, • Will participate in performance review process Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift up to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client's needs Required education and experience • Bachelor's degree in Accounting and/or Finance with strong academic performance, • 4 - 6+ years of audit / corporate finance / transaction advisory service experience Preferred education and experience • Certified Public Accountant ("CPA") designation Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Key Responsibilities External Responsibilities: • Develop and maintain relationships with RIAs, family offices, and institutional investors., • Present and promote the company’s real estate and specialty finance investment products and services through in-person and virtual meetings, webinars, and conferences., • Execute sales strategies to meet or exceed targets for product adoption and AUM growth., • Conduct market analysis to identify new opportunities and maintain awareness of competitors and industry trends., • Serve as the primary point of contact for external clients, addressing questions, concerns, and providing ongoing support. Internal Responsibilities: • Collaborate with internal teams to ensure alignment between sales strategies and operational capabilities., • Assist in developing marketing materials, sales decks, and product briefs tailored to specific client needs., • Coordinate closely with the compliance team to ensure all sales activities meet regulatory standards., • Support internal training initiatives to educate staff on product offerings and sales strategies. Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Job Description SimpleCITI Companies, Hiring for Graphic Designer Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is seeking a creative, detail-driven Graphic Designer to elevate our brand presence across all materials and communications. From pitch decks to investor brochures, this role is responsible for ensuring visual consistency and high-quality design throughout every client-facing and internal document. You’ll work closely with company leadership to design and produce materials that reflect the sophistication and clarity of our platform. Branding & Visual Identity • Create and refine logos, wordmarks, and visual identity systems for SimpleCITI and its subsidiaries, • Ensure brand guidelines are consistently applied across all materials and platforms, • Develop visual assets for use on websites, signage, social media, and email marketing Print & Digital Collateral Design • Design investor materials including offering memoranda (OMs), brochures, and one-pagers, • Create booklets, presentations, and pitch decks that support company growth initiatives, • Develop business cards, letterheads, and branded templates for internal teams, • Build clean, interactive PDF forms for lease applications, onboarding, and compliance, • Assist with the layout and design of employee handbooks and internal guides Execution & Production • Prepare and export final design files for print, digital, or web platforms, • Work with external printers, developers, and vendors to ensure quality results, • Organize design files and templates for internal access and re-use Collaboration & Innovation • Collaborate with leadership across departments to translate business needs into design deliverables, • Suggest creative improvements to existing materials and explore new design formats, • Stay up to date on industry design trends and real estate presentation standards Requirements • 2–5 years of experience in graphic design, branding, or marketing communications, • Proficiency in Adobe Creative Suite (Photoshop, InDesign, Illustrator) and Canva, • Experience designing professional materials in real estate, finance, or corporate sectors preferred, • Ability to manage multiple projects with speed, accuracy, and attention to detail, • Strong visual sense, layout skills, and an eye for typography and color, • Organized, communicative, and comfortable taking initiative Bonus: • Advanced Adobe Creative Suite skills and experience with motion graphics or animation, • Experience with PowerPoint, Figma, or basic HTML/CSS, • Experience with commercial real estate or private equity marketing materials, • Photography, video editing, or motion graphics skills

Job Description SimpleCITI Companies SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. We are currently seeking motivated and enthusiastic interns to join our team at SimpleCITI Companies. As an intern, you will have the opportunity to gain valuable hands-on experience in the commercial real estate and specialty finance industries. Your role will involve assisting with various tasks and projects, including: • Supporting the team with administrative tasks, such as data entry, document management, printing, and copying, • Participating in capital raising efforts & macroeconomic research for new investment ventures taken by SimpleCITI, • Facilitating new leases for prospective tenants using CRM databases, • Assisting the firm with recruiting new employees & contract workers through the use of Workable HR software, • Attending meetings and shadowing team members to gain exposure to different aspects of the business, • Currently enrolled in an Associates/Bachelors degree program in Finance, Economics, Business, or a related field, • Excellent written and verbal communication skills, • Proficient in Microsoft Office Suite, • Detail-oriented with strong organizational skills, • Ability to work independently and as part of a team, • Self-motivated and eager to learn

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