Trabajos finance investment en New York, New York - Page 5Crear alertas

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description Uphold asset protection and sustain business growth through prudent credit analysis processes, support Relationship managers, analyzing and evaluating prospective commercial mortgage loans. Perform financial property analysis for the Commercial Real Estate portfolio in New York with high accuracy in a fast paced environment for both prospects and existing customers. • Assist Relationship Managers with all aspects of initial sizing to closings. Spread and analyze financial statements and other credit information for Relationship Managers, • Research credit worthiness using multiple resources and reports. Evaluate different loan types including land, construction, bridge and stabilized projects, • Work with appraisers, brokers, and online services to obtain and validate market information; and review leases and rent rolls, analyze sponsor/guarantor and/or major tenant financial wherewithal, • Work with multitude of asset classes including multifamily, retail, office, industrial and hotel., • Work closely with Portfolio Management Team on load modifications, approvals, and waivers., • Prepare preliminary investment committee materials, • Ensure that all work processed meets audit and compliance requirementsQualifications Qualifications • Minimum 3 years’ experience in a commercial real estate credit evaluation environment., • Knowledge of Income Producing Real Estate property phases, i.e., Construction, Lease-Up and Stabilized., • BS degree in Accounting / Finance or business-related field, • Working knowledge of commercial credit systems as well as corporate financial systems (i.e., Loans and Deposit Balances, Collateral & Doc Tracking)., • Proficient in Excel including the ability to perform cash flow analyses and create financial models. Working knowledge of Argus a plus., • Excellent research and analytical capabilities, • Strong interpersonal, verbal and written communication skills, • Familiarity with legal documentation is a plus, • Team player – positive “can do attitude” Additional Information Compensation: The expected annual salary for this position is between $100,000-120,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionInvestment Banking Analyst Overview MTS seeks candidates to fill the position of Investment Banking Analyst. The Investment Banking Analyst will play an important role on the firm’s advisory team, supporting an appropriately staffed team in a broad range of transactions including mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Candidates can expect to receive a higher level of responsibility and deal execution experience than at peer institutions. Day-to-Day Responsibilities Responsibilities include conducting company and industry research, performing financial and valuation analyses, creating business profiles, and preparing industry overviews on subsectors within the healthcare industry. Financial analyses include creating detailed financial models used for valuation and other financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and transaction analysis); preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations; conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction. Qualifications Candidates should have a strong desire to work in investment banking and an interest in the healthcare industry. We are looking for candidates with demonstrated leadership in academics and extracurricular activities and a degree from a top rated institution. We seek young men and women with overall excellent judgment and character, strong quantitative and qualitative analytical skills, knowledge of corporate finance, keen attention to detail, desire to excel, and commitment to contributing to the MTS team culture. Why Choose MTS as a Career MTS Health Partners, L.P. is a fast-paced, collegial environment with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member’s career. Why Clients Choose MTS as Their Banker MTS Health Partners, L.P., is a preeminent New York City-based healthcare investment bank, providing strategic advisory services related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. MTS focuses on the following subsectors of the healthcare industry: healthcare services, pharmaceuticals, biotechnology, generics, medical devices and diagnostics. Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times. Uniquely, MTS’ business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms. Note:The 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.Expected Annual Salary $110,000-$110,000 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About the Role: Wolfe Research is seeking an experienced Associate (1-3 years of sell side experience) to join its NY Based Institutional Investor-ranked Brokers, Asset Managers and Exchanges Team. They will report to the Senior Analyst and will be responsible for assisting in all aspects of the franchise including modeling, note writing, and helping to create differentiated research analyses. As they develop, responsibilities will expand to include communicating with clients and sales/traders, as well as participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills required. Experience in equity research, investment banking, public accounting, consulting or in the industry is preferred. Responsibilities & Professional Experience: • Demonstrated ability to generate ideas: work closely and communicate effectively in a time sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded and strong writing skills. The candidate will also work to draft reports/notes on relevant investment themes, events, and breaking news, • Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently, • Strong communication skills: particularly an ability to write efficiently and concisely, • Technical skills: Bloomberg and/or FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, short cuts), and statistics (regression, variance, covariance, and correlations). Ability to build and update financial and valuation models for the companies covered, • Bachelor's Degree or higher form an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred, • 1-3 years of experience in sell-side research (preferably on a Financials team), on the buy-side, investment banking, public accounting, consulting or industry experience preferred, • MBA, CPA, or CFA a plus, • Advanced understanding of financial modeling, experience building and maintaining 3-statement models, • Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 6 months, • Excellent written and verbal communication skills, • Must enjoy following the stock market and developing industry themes, • Eager to work in a fast-paced environment both independently and collaboratively, • Demonstrated academic ability with a minimum 3.5 GPA About Wolfe Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2024 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. For more information about Wolfe Research, please visit us at: Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis The team you'll join StepStone Private Debt (SPD) is a global private debt investor with over $71B in AUM/AUA including $12B based on the latest Q2 firm figures. SPD covers the breadth of the private debt market and constructs bespoke portfolios on a primary, secondary and co-investment basis. SPD focuses on two areas of the market: performing and non-performing debt across the corporate, real estate, and infrastructure sectors. SPD is a subsidiary of the StepStone Group, a global private markets firm specializing in Private Equity, Infrastructure, Private Credit and Real Estate. About the role StepStone is currently seeking undergraduate students graduating between December 2026 through June 2027 to join our Private Debt team as Summer Analysts. This internship offers an exciting opportunity to achieve valuable learning experience working across the private debt industry. Through analysis of direct lending, opportunistic lending and specialty finance funds and investments, Summer Analysts gain exposure to a wide array of industries and capital structures and become accustomed to a variety of private debt funds and investment strategies. What you'll do As a Summer Analyst you'll work in a team environment with other StepStone team members to review private debt opportunities and perform due diligence on selected GPs. The investment opportunities can encompass Primary Funds, Separately Managed Accounts, Secondaries or Co-Investments. This experience will provide you with opportunities to interact with many of the top fund managers in the private credit industry. Key responsibilities • Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis, • Conduct market research using publicly available information and proprietary databases to identify, quantify, and analyze macroeconomic trends across a variety of credit strategies, • Assist Senior Research staff in managing and tracking the inflow of investment opportunities, • Evaluate marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, • Construct and communicate arguments regarding investment decisions, and defend positions in team environments, including Investment Committee meetings, • Write Fund Summaries and Investment Memorandums in line with StepStone standards, • Utilize creativity to analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities, • Form independent opinions about the attractiveness of a credit strategy or funds as investment opportunities and clearly articulate findings, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2026 through June 2027, • GPA of 3.5 or higher, • Strong proficiency in Microsoft Word, PowerPoint and Excel, • Excellent written and verbal communication skills, • Demonstrable analytical capabilities, including strong quantitative/modeling skills At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in Private Debt. Click here to learn more about the intern experience. Salary: $95,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job DescriptionAbout Townhouse Partners Townhouse Partners is a consulting firm with 15 years of experience specializing in financial due diligence and underwriting of commercial real estate. We provide due diligence, advisory, and research services to investors seeking a competitive edge in the market. Our unique financial modeling and experienced project management approach allow us to deliver best-in-practice advice. Townhouse Partners has successfully managed and advised on billions of dollars in property value and loan worthiness across the real estate universe. In recent years, we have analyzed over a third of all annual CMBS issuances, accounting for over $35 billion in deal volume. Job Summary As an Associate at Townhouse Partners, you will be an integral part of our team, supporting our advisory and consulting services for commercial real estate transactions. You will collaborate closely with senior team members to conduct analyses, financial modeling, and due diligence for various real estate projects. This role offers an excellent opportunity to develop your expertise and contribute to the success of high-profile client engagements. Key Responsibilities • Conduct comprehensive financial analyses and underwriting for commercial real estate transactions., • Develop and maintain financial models to support due diligence and advisory services., • Perform detailed market research and data analysis to inform investment decisions., • Assist in the preparation of detailed reports and presentations for clients., • Collaborate with internal teams to support project management and client engagements., • Monitor and track market trends, property performance, and industry developments., • Participate in client meetings and presentations, providing insights and analysis as needed., • Lead and deliver training for new employees to ensure a smooth onboarding process., • Mentor and develop junior team members, fostering a collaborative and high-performance work environment. Qualifications, • Bachelor’s degree in Finance, Real Estate, Economics, or a related field., • 2-4 years of experience in real estate finance, investment analysis, or a similar role., • Strong analytical skills and proficiency in financial modeling and analysis., • Excellent written and verbal communication skills., • Proficiency in Microsoft Office Suite, particularly Excel., • Knowledge of commercial real estate markets and industry trends., • Detail-oriented with strong organizational and project management skills., • Strong research, analytical, and problem-solving skills., • Ability to work both independently and collaboratively in a fast-paced environment., • Ability to travel <10% as needed.Physical Requirements, • Experience with CMBS (Commercial Mortgage-Backed Securities) underwriting and analysis., • Familiarity with real estate valuation techniques and software.What We Offer, • Comprehensive Benefits Package, including medical, dental, vision and 401K., • Competitive salary, including potential for a discretionary bonus, • Opportunities for professional growth and development., • A collaborative and dynamic work environment. Powered by JazzHR TdniS05g0X

Job Description The School of American Ballet (SAB) seeks a Payroll, Benefits and Accounting Associate to lead payroll and benefits processing and provide support for general accounting functions within our finance department. This position plays a key role in ensuring employees are paid accurately and on time, benefits are administered efficiently, and compliance is maintained with all applicable laws and regulations. The ideal candidate will be the primary point of contact for all payroll and benefits-related matters, resolving employee inquiries, and supporting the annual benefits renewal process. In addition to managing payroll and benefits, the role will assist the finance team with various accounting tasks such as reconciliations, journal entries, and other functions as needed. This is an excellent opportunity for someone who enjoys working in a collaborative office environment, has a strong understanding of payroll systems, and is comfortable assisting with various accounting processes to support the finance department's overall success. This position reports to the Director of Finance. Key Responsibilities: Payroll & Benefits Duties: • Process bi-weekly payroll for all employees., • Ensure compliance with federal, state, and local payroll, wage, and hour laws., • Maintain employee payroll records and respond to payroll-related inquiries., • Administer employee benefits programs, including health insurance, retirement plans, and leave policies., • Handle employee onboarding and offboarding with regard to payroll and benefits enrollment and termination., • Assist with open enrollment and administer employee benefits (retirement, health, dental)., • Ensure the accuracy and confidentiality of employee files., • Manage all employee leaves, including FMLA, STD, PFL, and workers’ compensation., • Input and maintain accurate payroll and benefits data in ADP., • Update and maintain the employee handbooks as needed or on an annual basis., • Perform other duties as assigned by the Director of Finance. Accounting Duties: • Maintain general ledger and prepare monthly, quarterly, and annual financial statements., • Reconcile bank statements, credit card transactions, and other financial accounts., • Prepare journal entries, accruals, and adjustments as needed., • Assist with budget preparation, forecasting, and financial analysis., • Coordinate with external auditors and prepare documentation for audits and Form 990., • Reconcile and prepare all benefits schedules and invoices for payment., • Assist in reconciling investment accounts and maintaining records., • Prepare fixed asset schedule and maintain records., • Assist in accounts payable and receivable processes as needed., • Perform additional tasks as assigned by the Director of Finance. Requirements • Bachelor’s degree in accounting., • 5+ years of relevant experience in accounting and payroll/benefits administration., • Proficiency in accounting software, Blackbaud, and payroll ADP., • Solid understanding of payroll tax regulations and benefits compliance., • Strong analytical, organizational, and communication skills. SAB offers a superior benefit package, including full health benefits, four weeks of vacation (plus two holiday weeks in December), and generous retirement savings benefits. The School of American Ballet is an Equal Opportunity Employer. Diverse candidates are encouraged to apply. The annual salary range for this position is $65,000-75,000.

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 Team & Role: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: • Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency., • Applying Excel and third party systems in real-world business processes to solve problems and improve workflows., • Understanding how compliance and regulatory requirements impact daily operations and decision-making., • Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes., • Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: • A student or recent graduate with a background in Finance, Economics, or a related field., • Familiarity with Excel (VLOOKUP and Pivot Tables), • Strong attention to detail and a proactive, solutions-oriented mindset., • Interest in learning about financial operations and how broker-dealers work., • Strong organizational and analytical skills., • A proactive, can-do attitude with a willingness to learn. Benefits • Gain firsthand knowledge of the security lending operations of a broker-dealer, • Enhance your proficiency in Excel and third party systems, • Learn about compliance and regulatory requirements, • Develop strong cross-functional communication skills, • Familiarize with financial transactions process

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Accounts Payable Accountant Position Overview The Accountant will play an integral role within the finance team, supporting all aspects of bookkeeping and accounting activities. This position requires a dependable and detail-oriented professional who can manage multiple priorities, meet tight deadlines, and collaborate effectively across functions. The ideal candidate will bring strong technical skills, excellent communication abilities, and the initiative to contribute both independently and as part of a team. Key Responsibilities • Accounting & Bookkeeping, • Record daily cash entries and monthly non-cash entries in QuickBooks., • Perform monthly bank, broker, and credit card reconciliations., • Compile quarterly financial statements, including reconciliations and consolidated reporting., • Maintain the asset ledger and supporting schedules, including capital improvements, fine art, and valuables., • Track and manage accounts receivable, including collection of interest and rent payments., • Assist with ADP payroll processing for a small number of employees, including preparation and distribution of monthly reports., • Track contractor payments and support the tax team with data gathering for 1099 preparation. Compliance Monitoring • Partner with subject matter experts to support the development of compliance procedures and checklists., • Assist in monitoring debt compliance for various management company debt instruments., • Coordinate with the Investment Advisor (IA) to complete and track quarterly compliance certificates and annual business license renewals. Treasury Operations • Perform daily cash downloads and transaction reviews., • Prepare weekly cash and credit card reports., • Set up wire templates for routine payments., • Assist with loan documentation and tracking. Other Responsibilities • Respond to recurring and ad-hoc internal reporting requests., • Collaborate with colleagues to improve processes and support special projects as needed. Candidate Qualifications • Bachelor's degree in Accounting required., • Relevant accounting experience, preferably in a multi-entity or investment management environment., • Proficiency with QuickBooks; experience with Workday or other GL software a plus., • Strong knowledge of Excel and solid overall computer skills., • Exceptional attention to detail, accuracy, and organizational skills., • Ability to manage sensitive information with discretion., • Excellent written and verbal communication skills.

Job DescriptionVoleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multi-billion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in stewarding them for the future. As a Lead Quant, you will use deep markets knowledge alongside quantitative skills to lead a team tasked with improving the implementation of systematic trading strategies. Domains include improving algorithmic execution, securities lending, and portfolio financing across a variety of asset classes and markets. You will report directly to the Head of Trading, and work at the intersection of trading and research on problems that require market domain expertise but also statistical and quantitative rigor.Why this role • Lead a high‑impact team improving how our ML‑driven strategies meet real markets., • Tackle market problems across microstructure, algorithmic execution, securities lending, and portfolio financing., • Collaborate across Trading and R see your research make its way into production., • Competitive pay and benefits; remote‑friendly with a Berkeley hub. What you’ll do, • Lead and mentor a small team of Quantitative Trading Strategists and Data Scientists., • Research market questions across asset classes; create clear analyses and present findings across teams., • Build production‑quality code (Python/R/SQL): packages, data pipelines, and trading applications., • Partner with Trading & Research to improve strategy implementation and market interaction., • Provide domain expertise in market microstructure to improve algorithmic execution., • Evaluate order placement and liquidity access (e.g., venue usage, routing, and tactics) as part of broader market implementation.What we’re looking for, • 5+ years in a quantitative trading environment., • Strong programming in Python, R, and SQL; you write production code and work well across teams., • Applied statistics, including hypothesis testing and causal inference., • Clear quantitative reasoning., • Deep market microstructure knowledge and passion for markets; excellent communication.Nice to have, • Experience with securities lending / equity finance / portfolio financing (e.g., stock‑loan, TRS, repo), and/or TCA/market‑impact analysis. #LI-JA1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionVoleon Securities, a new business within the Voleon Group, provides liquidity in securities markets. We apply state-of-the-art AI/ML techniques to construct our market making strategies. For nearly two decades, our affiliate Voleon Capital Management has led the hedge fund industry and worked at the frontier of applying AI/ML to investment management, becoming a multibillion-dollar asset manager. Voleon Securities builds on Voleon’s deep real-world experience applying ML to financial markets. Voleon Securities is looking for creative, entrepreneurial researchers who enjoy grappling with very difficult problems. This is a chance to join the initial buildout of a fully modern securities business rooted in the frontier of AI/ML and statistics. We particularly welcome researchers with practical experience in optimal stochastic control, deep RL, deep learning, and causal inference. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. As a Member of Research Staff, you will work at the forefront of modern statistical machine learning. Your research colleagues across Voleon have collectively published hundreds of academic articles in top-tier venues on machine learning, systems, and theory, and we meet regularly to stay current on the latest academic research and share ideas. Founded in 2007 by two leading scientists, Voleon supports a culture of curiosity, collegiality, and creativity. Your work will focus on financial market prediction and portfolio optimization. The behavior of financial markets is noisy and violates a number of classical statistical assumptions, and we’ve spent over a decade pioneering scientific advances in the application of machine learning techniques to this domain. You will work with a complex and diverse array of datasets to implement and iterate on predictive models. Predicting financial markets is an enduringly hard problem, but results are immediate and unambiguous. Years of academic training has prepared you for this moment. You won’t just conduct research, you’ll apply it on a daily basis, working with a team across the entire life cycle of applied research problems. Your work will span from basic research to productizing solutions and validating their efficacy in live trading.Responsibilities • Develop a rich understanding of Voleon’s challenges and methodologies and propose research innovations and experiments to build, maintain and optimize the models that govern our trading strategy, • Prepare and analyze new datasets to assess their predictive efficacy, • Develop, validate, and implement new models into production, • Design and conduct experiments to improve simulations and evaluate the success of new models in a live environment, • Communicate and collaborate effectively with other Members of Research Staff and Software Engineers at each stage, driving progress towards tangible outcomes, • Keep up to date on the latest academic research to identify novel approaches to explore for application to our domainRequirements, • Background in modern statistical methods and machine learning with a track record as an applied researcher, preferably with experience in at least one of the following: optimal control, deep RL, deep learning, and causal inference, • Hands-on experience building successful liquidity providing strategies across asset classes preferred but not required, • Evidence of strong mathematical abilities (e.g., publication record, graduate coursework, or competition placement), • Interest in software development techniques and willingness to write production-level code (Python), • Ability to solve large-scale computing problems, • Eagerness to work in a fast paced and growing business, • Interest in financial applications is essential, but prior finance industry experience is not a pre-requisite

Job DescriptionVoleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multi-billion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in stewarding them for the future. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, unparalleled access to our experts and founders, and more. The Trading Operations group at Voleon sits at the crossroads of finance and applied science, collaborating with research and other production staff to supervise and improve systematic trading strategies. The team ensures that the outputs of our research efforts are successfully implemented in the real world. Domains of contribution include algorithmic execution, securities lending, and market expertise across a variety of asset classes and markets. As a Quantitative Trading Strategist Lead, you will use deep markets knowledge alongside quantitative skills to lead a team tasked with improving the implementation of systematic trading strategies. Domains include improving algorithmic execution, securities lending, and portfolio financing across a variety of asset classes and markets. You will report to the Head of Trading, and work at the intersection of trading and research on problems that require market domain expertise but also statistical and quantitative rigor.Responsibilities • Lead a small team of high-caliber Quantitative Trading Strategists and Data Scientists, • Measure and improve algorithmic execution quality across asset classes, • Conduct high quality research across a variety of market related topics and asset classes. Create relevant reports and present findings across teams, • Write high-quality production level code. Design and develop new packages, data pipelines and production trading applications, • Collaborate with trading and RnD team members to improve our trading strategies, • Provide domain expertise in market microstructure across asset classes to other members of trading and RnD, • Manage relationships with external brokers and trading partnersRequirements, • 5+ years of experience in a quantitative trading environment, • Bachelor’s degree in a scientific or quantitative discipline, • Management experience is not required, • Highly capable in python, R, and SQL; with the ability to write production level code and develop across teams, • Proficient in basic statistics with an ability to apply valid statistical methods to judge outcomes from real-world data, • Comprehensive understanding of market micro-structure and a passion for markets #LI-JA1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout UsNourish is on a mission to improve people's health by making it easy to eat well. Nutrition-related chronic disease is the largest and most overlooked crisis in the world. Food can be medicine: working with a Registered Dietitian is one of the most effective interventions available, but <1% of eligible Americans use their covered benefits.Nourish is building an AI-native, patient-friendly healthcare system centered on nutrition that improves outcomes, lowers costs, and helps people live healthier, longer lives. We launched three years ago, are live in all 50 states, and already have thousands of dietitians and hundreds of thousands of patients on the platform.We are growing quickly, have partnered with national health insurance companies and provider groups, and have raised $115M from top-tier VCs including JP Morgan Growth Equity, Thrive Capital, Index Ventures, Y Combinator, Maverick Ventures, Box Group, Atomico, G Squared, and Pinegrove Venture Partners. Our angel investors include world-class healthcare founders from Oscar, Rightway Health, Headway, Spring Health, and Alto Pharmacy, as well as soccer star Alex Morgan and the founders from Olipop and Notion.Learn more about us here and read about our recent Series B here.About the Role At Nourish, we believe empowering providers is the key to transforming patient health at scale. The Provider Strategy team is on the frontlines of that mission — tackling the challenge of making Nourish the best place for dietitians to practice while driving better health outcomes for patients. As a Provider Strategy & Operations Associate, you'll dive into one of the most complex and rewarding problems in healthcare tech: balancing provider satisfaction, patient experience, and health outcomes at scale. You'll work directly with our Provider Strategy & Operations Senior Lead and partner closely with Care Strategy, People, Finance, and Product to design scalable systems, pilot new, strategic initiatives, and improve provider workflows that enable 3,000+ dietitians to deliver life-changing care. This is a deeply cross-functional role where you'll flex across analysis, system design, and on-the-ground execution. The right person thrives in ambiguity, runs toward messy problems, and is equally energized by building scalable processes as they are by rolling up their sleeves for unglamorous but critical work. You'll be expected to bring sharp analytical skills, comfort in turning data into actionable insights, and strong communication abilities that can align stakeholders ranging from executives to frontline providers. This role is full-time and open to NYC based candidates. Key Responsibilities: • Provider Operations: Manage core touchpoints with our 3,000+ providers, including All Hands meetings, newsletters, and community engagement, ensuring communications are clear and consistent., • Issue Resolution & Process Improvement: Act as the first line of escalation for provider challenges and redesign workflows into scalable systems that make it easier for providers to deliver great care., • Project Ownership: Lead pilots and initiatives from design through execution, such as productivity incentives, referral program redesigns, or state licensure expansion., • Provider Insights: Pair interviews, surveys, and focus groups with data analysis to surface actionable insights that improve provider satisfaction, retention, and patient outcomes., • Data & Analysis: Monitor key metrics like NPS, regretted churn, and utilization, translating trends into clear recommendations that guide strategy and executive decision-making., • Cross-Functional Partnership: Collaborate with Clinical Quality, CX, People, Product, and Finance to deliver initiatives that improve both the provider and patient experience.We'd love to hear from you if:, • You have 2–4 years of experience in management consulting, investment banking, or a similar analytical/strategic role., • You're highly analytical and comfortable working with data (Excel, SQL/Metabase, etc.), always pushing beyond the numbers to pull out the "so-what" and translate insights into action., • You have strong organizational skills and attention to detail, with the ability to manage multiple projects and priorities at once., • You can seamlessly switch between high-level strategy (zooming out) and detailed execution (zooming in)., • You're an excellent communicator who can write clear, engaging messages for providers and confidently share insights with leadership., • You're a self-starter who thrives in ambiguity, constantly takes ownership, and runs toward problems with curiosity and determination.More InformationMission & Vision & SuccessNourish Clinical PhilosophyValuesWhy Nourish ExistsTeamCompensation & BenefitsHow We WorkPlease note that you must be legally authorized to work in the U.S. for this position.

Job Description Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian and its relying advisers have grown to serve as investment managers on approximately $22 billion in book value assets under management. Aquarian Insurance Holdings acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients. Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve. Aquarian is an ideal environment for those driven to make a lasting impact on long-term investing. We value diverse perspectives and believe aligning employee incentives with the firm's performance is essential to the business's success. We offer people an opportunity to build together and be a part of something bigger than themselves. The Role We are seeking a talented individual with funds experience to serve as a Vice President and Legal Associate to assist in Aquarian's investment activity and principal transactions. The role is expected to be the resident expert in investment management agreements and funds work at Aquarian, and includes daily involvement with both internal and external parties to ensure that Aquarian's risks and liabilities are identified and addressed effectively. The Vice President and Legal Associate will report directly to the General Counsel. This position is in New York City. Responsibilities: • Draft, and work with outside counsel to draft, investment management agreements and sub-investment management agreements with Aquarian and its affiliates and third parties, • Collaborate with Finance, Operations, and Tax teams internally on calculation of management and other fees, • Oversee and complete subscription agreements during the fund investment process, • Provide KYC to counterparties, • Manage the preparation and upkeep of CTA filings, • Negotiate and review all vendor agreements and non-deal related engagement letters, • Assist the broader Aquarian legal and corporate teams, as well as outside counsel, during all capital raise processes, • Review and analyze commercial and other contracts Experience and Skills: • Minimum of 3-5 years of experience in private funds, fund formation and investment management in private practice or with another investment firm, • In-house general corporate experience, a plus, • Strong written and verbal communication skills, including the ability to understand and distill complex transactions into digestible components, • JD and admission to a state bar

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodities, and Aviation. This role is within the Project Finance area. SMTBNY has supported more than 75 projects over the last 10 years with an active focus on the clean energy industry. We currently have a $3.5 billion portfolio supporting some of the largest clean energy developers in the Americas. We look to forge deep relationships with our customers and provide support with bespoke solutions. Your Role: Responsible for credit evaluation and deal maintenance. This role is for AVP level candidates. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree in relevant field or its equivalent with at least 5 years of related experience., • Excellent knowledge of US renewable market including experience with tax equity structures., • Capable of analyzing complex financial models and run internal sensitivity analysis., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent communication skills and presentation skills., • Strong knowledge of the banking industry, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Ability to manage a team of employees and provide useful guidance and feedback for their development. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview. The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.

Job Description Sesame Workshop has an immediate need for an experienced Director, Revenue Finance. This position will support and manage the financial planning, forecasting, reporting and the accounting operations for a portfolio of business. This portfolio may include content distribution, consumer product licensing, and philanthropic development, for both Domestic and International business. The position calls for a detail oriented professional with a strong financial background and working knowledge of forecasting and reporting. The Director, Revenue Finance, must be comfortable interacting with various levels of management and handling highly confidential information. This position will report to the Assistant Vice President, Revenue Finance. To be successful in this role, the ideal candidate must have solid budgeting, financial planning and reporting experience to assist with the management of large components of the Revenue portfolio. The Director, Revenue Finance must be comfortable serving as a financial business partner to different lines of business leads, delegating tasks while remaining the main Finance point of contact for all aspects of their portfolio. The ideal candidate is someone who can build financial models, gather the information necessary to forecast revenues and expenses, and think into the future. They will understand how to incorporate prior performance into the planning and budgeting process. The role also requires someone who can operate independently and think for themselves but is willing to bring that independence into a team environment and share information with others, all working towards common goals. We are looking for someone who can delegate responsibility, who is comfortable presenting financial information and recommendations to all areas of senior management (e.g., Revenue Department Leadership and Finance Department Leadership). Finally, the candidate will have previous experience working on a team providing financial support to offices/subsidiaries outside of the United States. Additional requirements include experience in working with the licensing of intellectual property for commercial exploitation of that IP. Previous experience with an NGO/non-profit company is a plus. Please Note: This position is a New York, NY based hybrid position (3 days/week in office). The stated salary range in this posting is an average and may not be reflective of individual compensation. We will review specific salary information during the interview process. Responsibilities: • Manage all areas of the financial planning and financial operations for assigned portfolio, including line of business budgeting, general ledger accounting and close-the-books, and financial reporting., • Plan and execute the coordination and preparation of the assigned portfolio’s annual budget, monthly close, quarterly forecasts, and oversight of all portfolio lines of business., • Develop and manage cashflow forecast for assigned portfolio, • Support developing multi-year plans for assigned portfolio, • Address questions from business partners and leaders regarding budgets, financial plans, expense timelines and projections, and underlying budget assumptions., • Review spending plans for reasonableness, ensuring all expenditures follow Sesame Workshop’s policies and procedures, • Support the development of deal memos, licensing agreements, distribution agreements and contracts., • Maintain Sesame Workshop’s Rights Management system for assigned portfolio., • Participate in balance sheet review, including accounts receivable; support A/R collection where applicable, • Prepare variance analysis, monitoring forecast versus actual and notify Business Partners, Finance management, and other key team members of variances and their drivers., • Prepare ad-hoc analysis on behalf of business partners, finance leadership and/or strategy teams; support investment requests and business case development, • Complete Quarterly Close and Estimates; ensure that all actual projected revenue and expenses are accurately recorded, accrued, and reported in Sesame Workshop’s financial systems., • Support annual audit, including local audits in international offices where applicable, • Lead consolidation of branch offices and subsidiaries within assigned portfolio and ensure conformance with US GAAP reporting and disclosure requirements. Act as main “point of contact” for foreign office finance leads and remain abreast of local tax risks, VAT invoicing, transfer pricing and annual local audits. Minimum Qualifications: • Bachelor's degree, • Minimum of 8 years progressive experience in financial planning, fiscal management, and/or accounting roles, • Strong knowledge and hands-on experience with NetSuite NFP., • Experience leading and managing a team, • Experience with month-end close, audit preparations, budgeting, and financial reporting., • Strong analytical and problem-solving skills., • Advanced skills in Microsoft Excel, including complex formulas, pivot tables and query, • Experience with other Sesame Workshop financial and sales systems, including: IBM Planning Analytics, FilmTrack, Salesforce, Coupa and ADP, • Experience in budgeting and reporting in foreign currency and currency conversion, • International business experience including experience interacting with international branch offices or subsidiaries, working knowledge of IFRS accounting standards and international tax approaches, • Strong process improvement orientation, seeking to improve workflows and apply digital tools to improve efficiency and effectiveness, • Experience in Non-Profit industry, • Excellent communication and interpersonal skills, • Ability to work independently and collaboratively in a hybrid work environment. Equal Opportunity Employer/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers 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 is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. 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 DescriptionAbout CookUnity: Food has lost its soul to modern convenience. And with it, it has lost the power to nourish, inspire, and connect us. So in 2018, CookUnity was founded as the first-of-its-kind platform that connects the world with the source of truly great food: chefs. Today, CookUnity delivers 50 million meals a year from the industry's best chefs to homes all over the country. Fresh. Ready-to-eat. And crafted with the passion that nourishes body and soul. Unwilling to stop there, CookUnity is expanding beyond delivery to become an ever-innovating marketplace focused on our singular mission: empower Chefs to nourish the world. If that mission has you hungry in more ways than one, you've found the right job posting. The role: CookUnity is redefining the way people experience food at home by connecting independent chefs with customers through a unique, chef-to-consumer platform. As the Head of Financial Planning & Analysis (FP&A), you will serve as a key strategic partner to the CFO and executive team, bringing financial discipline, forward-looking insights, and deep business understanding to help scale a vertically integrated, multi-marketplace business. This role requires a hands-on and data-driven executive who can lead a high-performing FP&A team, partner cross-functionally with senior leadership, and provide financial insights that shape the company's strategy. 📍 Location Note: Please note that this is a hybrid role based out of our Brooklyn headquarters. Responsibilities: • Lead the corporate financial planning processes, long-range planning, and rolling forecasts., • Serve as a thought partner to the CFO and executive leadership, offering actionable insights on business performance, risks, and opportunities., • Build and maintain strategic financial models and scenario analyses that inform decisions across pricing strategy, capacity planning, culinary investment, new market expansion, and customer LTV/CAC tradeoffs., • Own company-wide financial dashboards and KPIs, ensuring timely, accurate reporting on business performance., • Present financial results, forecasts, and business drivers to the executive team and board of directors., • Build, lead, and mentor a high-performing FP&A team., • Drive automation, scalability, and rigor in FP&A systems and processes, enabling faster decision-making across a complex operational model., • Partner with leaders across Culinary, Growth, Product, Operations, and Supply Chain to align resource planning with business priorities and deliver financial accountability., • Support go-to-market strategy, resource planning, and pricing decisions with rigorous financial analysis., • Bachelor's degree in Finance, Accounting, Economics, or related field required., • Strategic thinker with strong business acumen and high intellectual horsepower., • Excellent communicator with the ability to simplify complex data into compelling narratives for executives., • Operates with a high degree of integrity and ownership., • Highly analytical and detail-oriented, with a bias for action., • Timely, accurate, and insightful financial forecasts and performance reporting., • Strategic impact on key business decisions., • Scalable FP&A processes and systems implemented., • Engagement and development of a high-performing FP&A team. We hope this provides valuable insight into our culture and product vision. If this excites you, we'd love to connect! Benefits 🩺 Health Insurance coverage 🌅 401k Plan 📈 We grow, you grow: Stock Options Plan granted on Day 1 🌟 Eligible for a bi-annual performance bonus ⛱ Unlimited PTO 🗓️ 5-year Sabbatical: After 5 years with CookUnity, you get a 4-week paid sabbatical 🐣 Paid Family leave 🕯 Compassionate Leave: 3-5 days each time the need arises 🥘 A generous amount of CookUnity credits to enjoy our amazing meals, added to your account, monthly 🧘🏽️‍♀️ Wellness perks: access to a nutritional coach and fitness subsidies to build a healthy lifestyle 👩🏾️‍🏫 Personalized Spanish coach 🌟 Awesome opportunity to join a company that is looking to change how we eat and how chefs work! Compensation All final pay rates will be determined by candidates experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.Pay Range for this position$190,000—$230,000 USD If you're interested in this role, please submit your application and if we think you might be a fit, we'll get in touch with you. Thank you for your time! CookUnity is an Equal Opportunity Employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability.

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. About the role The Regulatory Analyst/Accountant position at our brokerage firm involves ensuring compliance with financial regulations and standards specific to brokerage operations. The position will also assist the finance department with various accounting duties such as related reconciliations, journal entries, schedules, or other ad hoc projects. Responsibilities also will include interpreting and implementing regulatory requirements set forth by organizations such as the SEC, FINRA, and other relevant regulatory bodies. This role involves analyzing brokerage transactions, preparing regulatory filings, and ensuring accurate financial reporting in accordance with regulatory guidelines. Strong analytical skills and accounting background, regulatory knowledge, attention to detail, and effective communication abilities are essential for success in this role. Requirements What you'll do • Assist team with the Customer Reserve and PAB 15c3-3 computations., • Assist team with Net Capital 15c3-1 calculation and FOCUS reports., • Assist team with all financial related regulatory filings., • Collaborate across multiple departments in the organization., • Assisting in the development of financial statements and reports., • Support accounting team with monthly journal entries, bank reconciliations, and the closing of each financial period., • Assist with various financial and regulatory audits., • Work with internal and external financial and regulatory auditors., • Assist in maintaining and contributing to control processes and procedures., • Assist independent audit process and FINRA audit., • Ad hoc FINRA Reporting – preparation and analysis., • Cross departmental coordination with daily requirements and projects., • Contribute to various back office and system implementation projects across the organization., • Performs other related duties as assigned. Qualifications • Bachelor’s degree in finance, Accounting or similar, • Series 27 or ability to obtain within 6 months., • 2-3 years Regulatory reporting experience from broker dealer (Preferred), • 2-3 years experience in CFTC reporting requirements for Futures Commission Merchants (Preferred), • 2-3 years experience in NMLS reporting related to money transmitter license (Preferred) Benefits What we offer • Paid Medical Benefits, • 401k Employer Contribution, • Paid Holidays, • Paid Time Off

Job Description Job Title: Senior Accounting Manager – Finance Location: New York, NY (Hybrid) Company: Molaprise About Molaprise: Molaprise is a New York-based cloud and cybersecurity systems integrator and technology consulting firm. We help public sector agencies, financial institutions, and mid-to-large enterprises design, implement, and secure their IT infrastructure while providing full lifecycle management and modernization of operations. With a growing global presence and we value innovation, accountability, and operational excellence. Position Overview: Molaprise is seeking a detail-oriented, strategic, and highly motivated Senior Accounting Manager to oversee our accounting operations, financial reporting, and compliance. This role will serve as a key partner to leadership, providing insights to drive strategic financial decisions, maintain strong internal controls, and ensure accurate and timely financial management. Key Responsibilities: • Oversee the full spectrum of accounting operations, including accounts payable, accounts receivable, general ledger, fixed assets, payroll, and tax compliance., • Prepare, review, and analyze monthly, quarterly, and annual financial statements and management reports., • Manage the budgeting and forecasting process, providing actionable insights and variance analysis to support leadership decisions., • Ensure compliance with GAAP, internal policies, and regulatory requirements; coordinate audits and liaise with external auditors., • Develop, implement, and enhance internal controls and financial policies to ensure operational efficiency and risk mitigation., • Partner with business units to support financial planning, cost analysis, project profitability, and capital allocation., • Drive process improvements through automation, technology adoption, and workflow optimization., • Prepare quarterly and year-end tax, cash, and adhoc reports according to GAAP., • Develop accounting and reporting frameworks to track revenues from contracts and cost basis. Deliver standard reporting that measures performance against the budget and provides helpful context and analysis., • Manage and respond to all financial, EEO, tax, and other compliance reporting requirements, • Complete and file monthly, quarterly, employers, 1099, sales taxes , compliance, and other tax-related requests., • Establish and prepare the company for a financial audit in the near term. Manage and lead a successful and on-time annual audit., • Lead organization in audit preparedness and sign relevant documents as directed. Qualifications: • Bachelor’s degree in accounting, Finance, or related field; CPA or CMA preferred., • 7+ years of progressive accounting and finance experience, including managerial experience in a complex organization., • Strong knowledge of GAAP, financial reporting standards, tax compliance, and corporate finance principles., • Experience managing budgeting, forecasting, and financial analysis., • Advanced proficiency in accounting systems (Dynamics 365, or similar) and; experience with ERP integrations is a plus., • Exceptional analytical, problem-solving, and organizational skills, with attention to detail., • Strong leadership and team management abilities, with the ability to influence and partner with cross-functional teams., • Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders. Company DescriptionMola Group Corporation ( "Molaprise" ) is a New York-based information technology consulting and services firm for financial, investment firms and U.S public sector agencies, and small to mid-market, and enterprise firms. We are strategists, consultants, and business technology solutions providers focused on cybersecurity, cloud, and system integration. For more information visit: Molaprise is an Equal Opportunity Employer. Employment opportunities at Molaprise are based upon one's qualifications and capabilities to perform the essential functions of a particular job. All employment opportunities are provided without regard to race, religion, sex, pregnancy, childbirth or related medical conditions, national origin, age, veteran status, disability, genetic information, or any other characteristic protected by law. To read more about discrimination protections under Federal Law, please visit: (Get Acrobat Reader) If you have any difficulty using our online system and need accommodation in the job application process due to a disability, please send an email to for assistance.Mola Group Corporation ( "Molaprise" ) is a New York-based information technology consulting and services firm for financial, investment firms and U.S public sector agencies, and small to mid-market, and enterprise firms. We are strategists, consultants, and business technology solutions providers focused on cybersecurity, cloud, and system integration. \r\n\r\nFor more information visit: \r\n\r\n * \r\n\r\nMolaprise is an Equal Opportunity Employer. Employment opportunities at Molaprise are based upon one's qualifications and capabilities to perform the essential functions of a particular job. All employment opportunities are provided without regard to race, religion, sex, pregnancy, childbirth or related medical conditions, national origin, age, veteran status, disability, genetic information, or any other characteristic protected by law. \r\n\r\n\r\n\r\nTo read more about discrimination protections under Federal Law, please visit: (Get Acrobat Reader) \r\n\r\nIf you have any difficulty using our online system and need accommodation in the job application process due to a disability, please send an email to for assistance.

Job Description Total Rewards Senior Specialist Work Location: New York City Reporting to the Senior Director, Total Rewards, the Total Rewards Senior Specialist will oversee relationships with employee benefits vendors, manage key benefits initiatives including open enrollment and lead benefits-related projects, and resolve employee complaints with professionalism and care across our US business. Responsibilities • Support acquisitions, divestiture, and reorganizations in a diverse private equity environment., • Manage relationships with benefits vendors, brokers, and third-party administrators to ensure service excellence and compliance., • Lead annual open enrollment planning and execution, including communications, system updates, and employee support., • Administer health, wellness, retirement, and leave programs, ensuring accurate data management and timely issue resolution., • Handle employee benefits inquiries and complaints with professionalism, empathy, and efficiency., • Drive benefits-related projects such as plan design changes, system implementations, and process improvements., • Monitor regulatory changes and ensure benefits programs remain compliant with federal, state, and local laws., • Collaborate with HR, payroll, and finance teams to align benefits strategy with organizational goals., • Participate in government filings, plan audits, and other reporting requirements as necessary., • Bachelor’s degree in human resources, Business Administration, or related field., • 5+ years of experience in benefits administration or total rewards, with a focus on vendor management and employee support., • Strong knowledge of benefits regulations (e.g., ERISA, ACA, HIPAA, FMLA)., • Excellent communication, problem-solving, and project management skills., • Experience with HRIS and benefits platforms preferred (UltiPro, Workday), • Strong Excel skills., • Demonstrated analytical skills and attention to detail. Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.Brookfield is a leading global investment firm with over $1 trillion of assets under management. We invest on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth.\r\n\r\nOur origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.

Job DescriptionThe Role This critical Senior Project Manager role will be the first hire of this kind in our newly created Data Center vertical. You will oversee the execution of behind-the-meter (BTM), or off-grid microgrids, gas-fired power plants, and solar storage systems for hyperscale and colocation data centers. This is a hybrid role based out of our Ridgewood, NJ HQ, but could also be located at our NYC, LA, or Oakland, CA offices. This role combines a strong business acumen, stakeholder management, problem-solving, and a builder’s mindset. You will drive the expansion of our data center power solutions, build trusted partnerships, and ensure Scale remains at the forefront of decarbonized, resilient, and scalable energy infrastructure for mission-critical facilities. Key responsibilities will include:· Project design support: Engage during the design phase to ensure that execution details are integrated into project plans from the outset (e.g., provide insights into natural gas requirements, operational feasibility, vendor alignment, and other operational feasibility risks). Ensure that customer expectations, technical requirements, and regulatory considerations are on track to be fully addressed. · Site regulation and infrastructure: Manage relationships with regulatory bodies, utilities, and local authorities to secure necessary approvals and ensure compliance. Execute any infrastructure updates required for the site, including natural gas pipeline connection and potential lateral builds. · Construction oversight: Lead EPC oversight activities, ensuring all vendors and contractors deliver in alignment with the expectations and timelines of data center customers. Monitor construction progress against the agreed-upon schedule, proactively identifying and resolving delays or bottlenecks to maintain project momentum. Conduct regular site visits and progress reviews, ensuring adherence to quality standards, safety protocols, and contractual obligations. Serve as the primary point of contact for senior leadership during the construction phase, providing updates, addressing concerns, and ensuring satisfaction with project execution.· Additional duties as requiredThe Ideal Candidate • Extensive experience in EPC oversight for large-scale infrastructure projects: Proven ability to oversee EPC activities for complex projects, such as data center builds or powerplant installations. Requires a track record of delivering projects on time and within budget while maintaining high-quality standards. Has dealt with high-stakes environments with liquidated damages., • Expertise in regulatory compliance and infrastructure development: Significant experience managing permitting processes, utility connections (e.g., natural gas pipelines), and other regulatory requirements for large-scale energy or data center projects. Familiarity with local, state, and federal regulations governing energy infrastructure is essential.

Job Description We are looking for a Capital Markets Associate to join our team! This role is responsible for supporting and executing capital markets, financing and M&A transactions by leading financial analysis, due diligence, and deal execution processes, while serving as a key liaison between internal stakeholders and external partners. Builders Capital is the nation's leading private construction lender, providing innovative financing solutions to professional homebuilders. We are committed to empowering our clients with the capital and expertise they need to succeed in the dynamic residential construction market. What You’ll Do: • Day-to-day duties include assisting in all capital market, financing and M&A activities by leading diligence process, financial/credit analysis, and deal processing for multiple, simultaneous processes., • Be the liaison with bankers, lawyers, rating agencies, and internal teams to execute mission-critical transactions., • Interface with and prepare presentation materials for senior executives and investors, including regular updates and review of strategic/capital initiatives., • Build and maintain a financial model with the ability to run various financing and operating scenarios., • Analyze operational results and portfolio data to assist in management decision-making and capital formation., • 3–6 years of relevant experience in Capital Markets, M&A, Investment Banking, or Private Equity., • Preferred candidate is based in New York City for an on-site role., • Strong financial modeling and analytical skills, with the ability to build and maintain dynamic models for various financing and operational scenarios., • Excellent project management skills, with the ability to manage multiple, concurrent deal processes in a fast-paced environment., • Strong interpersonal and communication skills, with experience interfacing with senior executives, external partners (e.g., bankers, lawyers, rating agencies), and cross-functional internal teams., • Proficiency in Excel and PowerPoint, with demonstrated ability to prepare and present materials to executive leadership and investors., • Experience analyzing portfolio data and operational performance to support capital strategy and decision-making., • Knowledge of capital formation strategies, debt/equity structures, and strategic financial planning is preferred., • Detail-oriented and highly organized, with a strong sense of accountability and urgency. Why You’ll Love It Here: At Builders Capital, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us: • Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources., • Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life., • National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S., • Health Insurance – We’ve got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans., • Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan., • Competitive Compensation – We offer competitive wages that reward your expertise and hard work., • Paid Time Off – Take time to recharge with 3 weeks of paid time off each year. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are looking for a Payer Success Principal to join our team. Reporting to the Head of Customer Success for Payers and Partners, you will serve as a dedicated relationship owner, advocate, and leader overseeing Spring's largest and most strategic, integrated payer partnership. You will spearhead critical cross-functional initiatives, retention, growth, and serve as a trusted consultant to the health plan's leadership. Spring Health is backed by an award-winning, passionate, and mission-driven team with the support of leaders in psychiatry, and backed by prominent VCs including Rethink, Work-Bench, RRE, and General Catalyst. What you'll be doing: • Serve as the senior leader and dedicated strategic partner for Spring Health's largest health plan customer, • Develop and maintain collaborative working relationships with health plan leadership to spearhead initiatives that drive meaningful results, • Consistently demonstrate Spring Health's value proposition and link to customer's defined success metrics, • Own the customer lifecycle from implementation to engagement strategies to contract upsells and renewals. This will include:, • Timely action plans and account planning, • Engagement communication ideation, strategy & execution, • Ongoing reporting and insights to deliver data-driven recommendations, • Business review creation and presentation to senior health plan executives, • Work cross-functionally to provide key customer feedback and process improvements, • Drive variable revenue through targeted engagement strategies, • Bachelor's degree or higher preferred, • 10-15 years of experience in account management/customer success/healthcare management, preferably at an early stage company, • Prior experience leading and developing national and regional payer relationships is highly preferred, • Exceptional project management skills and organization, • Innate ability to thrive in fast-paced environments, • Outstanding communication skills with a thoughtful and collaborative approach to relationships, • Humility, resourcefulness, directness, ambition, professionalism, • Proven ability to question, probe, and challenge partners to ensure their ultimate needs are met, • A deep passion for transforming the U.S. healthcare system, especially mental health, • Experience in upselling and retaining customers to drive additional revenue (recurring and variable), • Previous exposure to the complexities and challenges in US healthcare, • Demonstrated passion for, and understanding of, mental illness and the broader U.S. healthcare system, • Experience using data visualization techniques to present key findings, • Experience with member communication strategies, • Proven track record of portfolio retention and growth across national and regional health plans, • Big mission: we're revolutionizing the mental health industry, • The challenge: make a big impact by joining a fast-growing team in its early stages, • Good benefits: we offer health, dental and vision benefits as well as access to mental health care on Spring Health, • Great people: make an impact on something that truly helps people alongside an incredible team, • The patient comes first. We are serious about our mission and about the end-game — of transforming and saving lives, • Clinical evidence serves the patient. We are serious about our evidence-based foundation, • Move fast. We execute quickly and efficiently without compromising on ethics or quality, • Be open and honest. We avoid politics and are direct with each other — about the good and the bad, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionHivemind is looking for a sharp and detail-oriented Accounting Manager to join our growing Finance Team. As an Accounting Manager, you will lead management company accounting, day-to-day bookkeeping, prepare accurate financial statements, and assist with month-end and year-end close processes. You’ll bring a keen eye for accuracy in financial records and rigorous approach to accounting principles that stand up to audit-level review. This role is ideal for those who are intellectually curious and motivated to grow in their careers. As part of our lean Finance team, you’ll have the opportunity to shadow a variety of functions such as fund accounting and FP&A. As part of the broader Hivemind team, you’ll be at the forefront of digital asset investing and gain exposure to evolving technologies and market trends that shape web3. What you'll do: • Perform general ledger accounting for the management company, including journal entries, account reconciliations, and accruals., • Prepare monthly, quarterly, and annual financial statements in compliance with GAAP., • Handle day-to-day bookkeeping, including accounts payable, accounts receivable, and expense allocations., • Support the month-end and year-end close processes, ensuring timely and accurate reporting., • Maintain bank reconciliations and monitor cash flows., • Assist with budgeting, forecasting, and variance analysis., • Support external audits and tax filings by preparing schedules and documentation., • Develop and maintain accounting policies, procedures, and internal controls., • Collaborate with cross-functional teams (Finance, HR, Operations) to ensure accurate reporting of corporate activity., • Identify opportunities to streamline accounting processes and implement best practices. Our ideal candidate:, • Advanced degree in Accounting, Finance, or related field., • 4-6 years of experience in corporate or management company accounting, with a background in audit or related role., • Strong command of GAAP accounting principles, financial analysis, and reporting standards., • Proficiency in accounting software such as QuickBooks, Intacct, Bill.com or similar, and advanced Excel skills., • Curious, ambitious, and eager to work across various finance functions., • Strong communicator with the ability to work collaboratively across teams., • CPA or CFA is preferred.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a member of the Provider Operations team you will have the opportunity to influence and impact key clinical initiatives at Charlie Health. Whether you are interested in analyzing how we best utilize our clinical capacity or improving operations in high growth provider businesses, this role will give you the opportunity to lead cross-functional projects that will have a profound impact on Charlie Health's ability to deliver high-quality care. We expect that you will be low-ego, eager to join a fast-paced company, hungry to learn, and able to work independently. In this role, you will be given an exceptional level of autonomy and responsibility, but it is expected that this individual will "think like an owner" and commit themselves to Charlie Health's success. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. ResponsibilitiesProcess Optimization: • Implement new programs that increase the productivity of various teams that impact clinical supply (e.g. Talent, Cross-Licensing, and Onboarding), • Analyze talent acquisition data to assess the effectiveness of hiring strategies, • Contribute to initiatives aimed at increasing clinician productivity and reducing cost per session, • Support the implementation of best practices to improve clinical candidate generation, conversion, and retentionData Analysis and Reporting:, • Develop and maintain reports and dashboards using SQL and Tableau to track Clinical team performance, • Analyze attendance and utilization trends and KPIs to identify areas for improvement, • Provide data-driven insights to help optimize clinical delivery processSupply Forecasting and Planning:, • Partner with the Growth Strategy and Finance teams by translating admission forecasts into state-level supply planning, • Assist in setting Talent targets and goals based on market trends and company objectives, • Support our end-to-end supply model, ensuring proper staffing by stateTotal Rewards & Retention:, • Design an ROI-centric total reward strategy for our clinical team, • Calculate and administer bonuses for clinicians and clinical recruiters, ensuring accuracy, timeliness, and alignment with performance metricsCross-Functional Collaboration:, • Work with teams across Clinical Intake, Care Delivery, Cross-Licensing, Talent, HR, and Finance to ensure data consistency and strategic alignment, • Bachelors degree, • 2-4 years of relevant work experience; consulting, investment banking or analytical operations candidates are strongly preferred, • Experience with SQL and/or Tableau is a plus, • Exceptional communication, interpersonal, listening and relationship-building skills, • Microsoft Excel fluency— this role will require significant modeling expertise, • Resourceful with a natural ability to problem solve, • Proactive self-started and natural multitasker, • Meticulous attention to detail, • Highly analytical, with an ability to construct research and data-driven recommendationsBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The target base compensation for this role will be between $66,000 and $130,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $73,000 and $143,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

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. Our Business Advisory Services focuses 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 Research 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 the role of a Research Analyst, you have specific, hands-on experience researching, analyzing, and recommending investment ideas for a leading Hedge Fund or Family Office. What You'll Do • Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Research Analyst 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.). Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Research Analyst 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.). Qualifications, • Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation., • MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus., • CFP or any industry designation a plus. 8+ years or more of specific research experience and 5- 8 years of investment experience preferred., • Strong financial acumen and financial modeling and valuation skills., • Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.)., • Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation-style format., • Work effectively with team members but also have the ability to self-direct as needed., • Distill research into an investable thesis and write a report/note., • Outstanding analytical skills, detail-oriented, proactive, and self-motivated., • Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders., • Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action. Job Status, • Contractor

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position will be at the forefront of driving growth and nurturing relationships with existing prospects. You’ll lead strategic initiatives, forge meaningful connections, and position IQEQ as a trusted partner in our clients' success stories. This role offers the perfect blend of leadership, strategy, and hands-on execution, ideal for a visionary who thrives in a fast-paced environment. What you’ll do • You'll cultivate relationships at the executive and operational levels with prospects, becoming an expert on their organizational structure and strategic goals; and develop a clear understanding of the political and business landscape of prospects to ensure optimal engagement, • You'll act as the primary point of contact for prospect relationships, continuously broadening engagement across C-suite and other key decision-makers, while ensuring alignment with the prospect’s strategic goals, offering tailored solutions and positioning IQEQ as integral to their business model, • You'll stay ahead of industry trends and competitors to adapt strategies that ensure long-term client retention and growth, and provide feedback to internal teams on product functionality and market trends to drive continuous innovation, • You'll lead the creation of a prospect-specific value proposition that differentiates IQEQ in a competitive marketplace, and collaborate with senior leadership and cross-functional teams to deliver bespoke solutions that meet client needs, and leverage IQEQ's global network to create a holistic and comprehensive strategy for client engagement, • You'll lead cross-functional teams in the preparation of proposals and presentations that showcase IQEQ's capabilities and expertise, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility), • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans, • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment, • The salary for this position will be dependent on experience and location ($180,000-$200,000)Qualifications, • You have a Bachelor’s degree in business, finance, economics, applied mathematics, or a related field, • A proven track record (10+ years) of success in business development, client relationship management, or similar roles in financial services, private equity, or asset management, • Demonstrated ability to drive strategic initiatives and close high-value deals, with a deep understanding of competitive landscapes, • Exceptional leadership skills with the ability to influence and collaborate across all organizational levels, • Strong financial acumen, including experience with P&L management, budgeting, and financial modeling, • Excellent communication and presentation skills, with the ability to create compelling narratives and pitch complex solutions to clients, • Comfort working in fast-paced, data-driven environments, with a strong focus on results and innovation Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description About 9fin The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms. Position Overview We are looking for a Sales Manager to lead and inspire a team of 6–8 high-potential sales professionals. This is a frontline leadership role where your decisions directly shape revenue growth, team performance, and customer success. You'll combine hands-on coaching with disciplined pipeline and forecast management, building a culture of accountability and high achievement. For the right candidate, this is a chance to leave your mark on a growing business, accelerate your career, and play a key role in scaling a world-class sales organization. What You'll Do Drive Revenue Results * You will be accountable for ensuring your team consistently achieves quota, with your success measured through team performance * Implement strategies and tactics that translate directly into revenue growth Pipeline & Forecast Management * Run disciplined weekly pipeline and forecast reviews with each team member, ensuring accuracy, risk assessment, and deal progression Talent & Performance Management * Lead recruitment and hiring for sales positions, including candidate evaluation and selection * Refine and implement onboarding process for new salespeople, including training on how to deliver platform demos, how to adhere to 9fin’s sales process and qualification and forecasting methodologies * Manage performance through structured reviews, goal setting, and improvement plans Leadership & Culture * Act as trusted coach and mentor while maintaining accountability for results * Remove obstacles and provide resources that enable team success What You'll Bring Management Experience * 5+ years of sales management experience leading teams of 5-10 individual contributors * Proven track record of developing high-performing sales professionals and achieving team targets Sales Expertise * 8+ years of B2B sales experience with consistent quota achievement * Deep understanding of pipeline management, forecasting, and sales methodologies Leadership Skills * Strong coaching and people development capabilities with high emotional intelligence * Excellent communication skills for internal teams and external stakeholders Technical Proficiency * Experience with CRM systems (Salesforce preferred) and sales analytics platforms * Data-driven approach to performance analysis and decision-making Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Finance & Insurance * Salary: $210,000 + competitive OTE * Equity options * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays (with the ability to exchange them for alternative days) * Hybrid working model * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * Bi-annual team socials * Summer and Winter company-wide social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

Job Description TITLE: AML OFFICER SERVICES (manager)LOCATION: NYC Job Description: Company X offers an outsourced AML Officer Service to its fund administration clients. Company X is currently seeking a manager to work within the AML Officer Services team to provide support for Company 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 • Assist the Head of the AML Compliance Officer Department in all aspects of provision of the AML Officer Services, • Mange the testing of know your customer information collected on investors to ensure compliance with Company X’s policies and procedures and the Cayman AML/CFT Regime, • Review any investors which have positive matches to sanctions lists and escalate as appropriate, • Review client provided representation letters for investment risk ratings or sanctions monitoring, where applicable., • Preparation and review of client and board reporting, • Liaise with clients, directors and internal parties as necessary, • Establish good working relationships with other Company X Departments, • Assist with any ad-hoc projects as requiredPre-requisite knowledge, skills and experience:, • Accounting, Finance, Legal or Business Degree, • Professional Compliance Qualification, e.g., ACAMS, would be an advantage, • 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

Job Description Accountant Our client, a leading non-profit, american international academy is seeking an Accountant to join their team in New York City. $75,000 ‒ $80,000 Annually Position Summary The Accountant plays a key role in the financial operations of the New York office and supports a variety of accounting and administrative functions across both U.S. and international offices. This role ensures accurate financial reporting, supports compliance with nonprofit audit requirements, and contributes to the overall financial integrity of the organization. Candidates should have strong nonprofit accounting experience, including familiarity with audits and donor-related financial tracking. Experience with accounting systems such as Sage Intacct or Blackbaud Financial Edge is strongly preferred. Reports To: * Assistant Controller (New York) * With additional direction from the Director Finance and Chief Financial and Administrative Officer (CFAO) * Collaborates with Finance staff in Rome and Development staff in New York Key Responsibilities: * Accounting & Financial Reporting * Prepare journal entries and monthly closing entries; upload Rome ledger for consolidated reporting * Perform account reconciliations (monthly and year-end), including balance sheet accounts * Assist with preparation for annual audit and 990 filings, including documentation and audit schedules * Maintain organized accounting records in accordance with retention policies * Accounts Payable & Receivable * Process vendor invoices, ACH/wire payments, and maintain vendor records (W-9s/W-8s) * Enter recurring payments (e.g., fellowships) and manage invoice coding accuracy * Monitor and reconcile accounts receivable and donor contributions in coordination with the Development Department * Reconcile general ledger with subledgers; handle credit card transactions and year-end 1099/1042 reporting * Cash Management & Banking * Manage daily cash position and check deposits * Reconcile and maintain investment account records * Administer corporate credit cards (issuance, reconciliations, and reporting) * Administrative Support * Assist with HR, payroll support, and occasional events * Respond to inquiries and provide administrative backup as needed Qualifications * Bachelor’s degree in Accounting or Finance * Minimum 3–5 years of relevant experience, preferably in a nonprofit setting * Solid understanding of nonprofit financial regulations and audit processes * Proficiency in accounting software such as Blackbaud Financial Edge, Raiser's Edge, or Sage Intacct (preferred) * Advanced Excel skills; proficiency with Microsoft Office Suite * Exceptional attention to detail, organizational, and analytical skills * Ability to work independently and collaboratively across departments and international offices * Strong communication skills and discretion when handling confidential information * Experience working in a fast-paced, mission-driven environment BENEFITS * Health Coverage: Medical, dental, and vision insurance * Life and Disability Insurance: Employer-paid life insurance, as well as long-term and short-term disability coverage * Flexible Spending Accounts (FSA): Pre-tax options for healthcare and dependent care expenses * Telemedicine Services: Convenient access to virtual care * Retirement Plan: A 403(b) retirement plan with generous employer match * Paid Time Off: Generous paid time off, including vacation, holidays, and sick leave * Additional Voluntary Benefits: A variety of optional benefits to meet individual needs * Attendance: We value a healthy work-life balance and currently offer a work schedule of four days in-office and one day of remote work.

Job Description Position Title: Controller Department: Finance Reports to: Chief Financial Officer FLSA Status: Full-time, Exempt Grade: 4 Position Description: Reporting to the chief financial officer, the controller leads a team of three and is responsible for the integrity of Brooklyn Botanic Garden’s financial records and internal controls. The controller oversees the day-to-day accounting operations for the Garden, including accounts payable, accounts receivable, and the general ledger, and plays a crucial leadership role in managing the Garden’s financial health and ensuring compliance with all regulatory requirements. Responsibilities: Business Office Operations • Oversee the day-to-day functions of the Garden’s Business Office; supervise a team of three responsible for accounts payable, accounts receivable, and the general ledger., • Responsible for the month-end closing process and reporting, collaborating with the team to ensure accuracy and timeliness., • Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements., • Supervise various accounts payable functions including processing invoices, managing payment schedules, and fostering a culture of accountability and continuous process improvements., • Supervise revenue and accounts receivable processes while conducting analytical reviews of all revenue sources to ensure accuracy and identify trends or discrepancies., • Assess the current Business Office’s policies and processes; recommend and implement changes to increase the department’s efficiency, ensuring accounting best practice and compliance., • Communicate departmental policy across the institution; ensure consistent compliance with policy in all departments and provide training where needed. Interdepartmental Collaboration and Leadership • In collaboration with the CFO, conduct the annual budgeting and planning process, working with colleagues at all levels to create budgets for their departments., • Coordinate expenditure reports for budget stakeholders and strategically analyze financial data, identifying trends and keeping apprised of issues and trends., • Lead ongoing review and comparison of actual results to budget, identifying, explaining, and correcting variances as appropriate., • Guide financial decisions by establishing, monitoring, and enforcing financial policies, internal controls, and procedures., • Support the CFO in engaging the board’s Audit Committee and Finance and Investment Committee., • Partner with the Development Office to ensure accurate receipt, accounting, and reconciliation of all gifts and donations, and provide financial reporting. Support the department around donor expense reporting., • Oversee the release of donor funds, ensuring compliance with restrictions and institutional policies., • Reconcile bank and investment statements monthly while monitoring cash transactions and maintaining cash flow projections to ensure liquidity and financial stability., • Manage external audits and Form 990 preparation and reporting., • Work on special projects as assigned by the CFO., • Perform other related duties as assigned by the CFO. Qualifications: • Bachelor’s degree in accounting, finance, or a related field, • 5+ years of progressive nonprofit accounting experience, with at least 2 years in a managerial or supervisory role, • Demonstrated integrity, professionalism, and ability to collaborate effectively while handling sensitive information with the utmost discretion, tact, and confidentiality, • Deep knowledge of Generally Accepted Accounting Principles (GAAP) for nonprofits, • Strong proficiency with Microsoft Excel, • Organizational skills with attention to detail and deadlines, • Customer service focus with a strong ability to work across the organization to solve problems in a collaborative and supportive manner, • Excellent written and verbal communication skills, with the ability to present complex financial information clearly to diverse audiences Compensation and Benefits: • Salary Range – $102,000-132,500 Brooklyn Botanic Garden considers several factors when determining the appropriate salary to offer a candidate within the listed salary range. These factors include (but are not limited to), the scope and responsibilities of the position, a candidate’s relevant work experience and education/training, job skills, equity across the institution, as well as market and organizational considerations. • BBG offers a comprehensive benefits package including:, • Health Insurance that begins the date of hire; employees are offered coverage through the City of New York’s Office of Labor Relations and can choose from a variety of plans, some at no cost to the employee., • Dental/Vision/Prescription Benefits, • Pre-Tax Benefits including flexible spending, dependent care, transit/parking accounts, • CIRS Pension/401K/Life Insurance: BBG is a member of the Cultural Institutions Retirement System (CIRS) and offers a pension and 401K plan for eligible employees. Life insurance is provided through CIRS as well., • Life Insurance and Long-Term Disability Insurance, • Generous Paid Time Off including sick time, vacation time, and 13 annual holidays, • As a 501(c)3, BBG is a Public Service Loan Forgiveness (PSLF) Eligible Employer., • Museum Pass, which provides employees the opportunity to enter many museums in New York City for free To be considered for this position, please submit an application by clicking Apply below. Applications submitted without a résumé and cover letter will not be considered. No telephone calls for position inquiries, please. Applicants with disabilities who need assistance with the online system, or who may require a reasonable accommodation during the application process, should contact Human Resources at . Brooklyn Botanic Garden is an Equal Opportunity/Affirmative Action employer.

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As FP&A Manager, you will be a key partner to cross-functional teams and senior leadership, helping drive financial discipline, insightful planning, and performance management. You will own revenue forecasting, cost of revenue analysis, headcount planning, and scenario modeling to support strategic decisions as we grow into a hybrid Ads + AI monetization business. You'll translate complex data and business trends into clear, actionable insights, enabling the executive team to make informed decisions. This role requires someone with both strong technical finance skills and the ability to partner across product, operations, sales, marketing, and executive functions. Responsibilities • Develop strong collaborative relationships with key stakeholders in Sales, Finance, Ops and various cross-functional teams across the company, • Build models to analyze complex and sometimes ambiguous business issues: revenue forecasting, compensation structures, product launch costs, • Analyze trends and drivers of revenue, identify risk and upside opportunities, and provide actionable recommendations., • Monitor and analyze cost of revenue (e.g. incentives, sales comp, headcount, marketing) to maintain margin discipline, particularly at a regional level, • Present findings clearly to non-finance stakeholders; influence decisions via storytelling and insight, • Support ad hoc business questions, deep dives, and cross-functional analytics., • Be personable, approachable, and able to connect with each and every person on the team and throughout the business, • Be able to work in a fast-paced, scrappy environment and handle many competing requests, • Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needsRequired Qualifications, • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA/ACA/ACCA is a plus, • At least 7 years of experience preferably in investment banking, investment management, management consulting, FP&A, or in the technology/social media industry, • Experience managing P&Ls and cost of revenue, • Demonstrated experience writing SQL queries and pulling data from relational databases, • Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners, • Superior Excel/Google Sheets and financial modeling skills, • Experience manipulating complex and large data setsPreferred Qualifications, • Experience with process improvements and automation in revenue and billing workflows., • Prior experience working in a technology or AI-driven company., • Technical deep-dive: Discussing your experience with revenue recognition and accounting processes., • A take-home challenge focused on revenue recognition or financial analysis. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice

Job DescriptionAbout Centari Centari is the Deal Intelligence platform for law and finance. Our agentic model transforms unstructured documents into valuable insights, empowering professionals to forecast, analyze, and negotiate with the full force of their firm's knowledge. We call it data-driven dealmaking, and it's transforming the economy as we know it. Today, Centari supports attorneys from global firms across M&A, debt finance, asset management, and real estate. We are backed by top investors in enterprise AI, including former DoorDash board member Jeremy Kranz, Seamless co-founder Andy Appelbaum, Jack Altman, South Park Commons, Recall Capital, and GTMfund. For more information, check out centari.com or find us on LinkedIn. About the Role We're seeking a Strategic Business Development & Growth Lead to partner directly with our CEO and GTM leadership on identifying, evaluating, and executing high-impact growth opportunities. This is a foundational role for someone who thrives on ambiguity, loves diving deep into market analysis, and wants to directly influence the strategic direction of a fast-growing AI company. You'll be responsible for uncovering new revenue streams, optimizing our existing business model, and leading cross-functional initiatives that drive sustainable growth. This role requires someone who can seamlessly move between high-level strategic thinking and hands-on execution. The ideal candidate brings consulting or investment banking rigor to an entrepreneurial environment, combining analytical excellence with creative problem-solving to unlock Centari's next phase of growth. Core Responsibilities * Strategic market analysis & opportunity assessment for new market segments and product opportunities * Lead market research initiatives to identify expansion opportunities within legal, financial services, and adjacent markets * Develop frameworks for evaluating new business opportunities, including financial modeling and risk assessment * Create detailed go-to-market strategies and business cases for leadership review * Design and test new pricing models, packaging strategies, and revenue structures * Partner with Product and Engineering to validate new features and capabilities * Lead cross-functional project teams to execute on strategic growth initiatives * Manage timelines, deliverables, and stakeholder communications for complex market entry projects * Conduct customer discovery interviews and competitive analysis to validate opportunities * Identify and evaluate potential strategic partnerships and channel partnerships Requirements * 3-5 years in investment banking, private equity, or management consulting * Early stage startup experience preferred * Exceptional analytical skills with expertise in financial modeling, market sizing, and competitive analysis * Proven track record of leading strategic initiatives and managing cross-functional projects in fast-paced environments * Outstanding communication and presentation skills for investor and C-suite audiences * Interest in AI/technology with demonstrated ability to quickly develop domain expertise What We Offer * Ground-floor opportunity to shape the strategic account function at a high-growth AI startup, with a highly engaged user base from top firms * Competitive salary, equity, and comprehensive benefits (health, dental, vision, 401k) * Hybrid work culture based in NYC * Flexible PTO Compensation Range: $100K - $200K

Job Description Our client is seeking a dynamic and accomplished leader to join their team as Senior Director, Corporate Partnerships, building impactful corporate relationships that advance the mission and drive meaningful change. This is a full-time, hybrid, non-exempt position, based in their midtown New York City office, requiring 4 days per week in the office, and 1 day remote. Our client is dedicated to transforming the lives of children and families struggling with mental health and learning disorders by giving them the help they need. They have become the leading independent nonprofit in children's mental health by providing gold-standard evidence-based care, delivering educational resources to millions of families each year, training educators in underserved communities, and developing tomorrow's breakthrough treatments. Our client is proud to be named a "Great Place to Work - Certified" company! Their competitive compensation and benefits include medical insurance, 401(k), paid parental leave, dependent care, flexible work schedules, discounted tickets and entertainment perks programs. Reporting to the Chief Development Officer, the Senior Director, Corporate Partnerships will build and sustain impactful relationships with corporations. You will have the unique opportunity to develop and execute the vision, strategy, and operational approach for a rapidly growing revenue stream that supports the organization's mission to transform children's mental health. In this role you will lead and evolve the foundational model for the organization's corporate partnerships, ensuring best practices for identifying, closing, and stewarding partnerships that are mutually beneficial, sustainable, and scalable. As the program grows, you will be empowered to build and lead a high-performing team. Responsibilities • Set Vision & Strategy: Develop and lead the vision, strategy, and annual/long-term plans for the organization's corporate partnerships vertical, with clear goals for growth, diversification, and partner satisfaction., • Build & Execute a Corporate Partnerships Model: Evaluate & strengthen the processes, tools, and internal collaboration needed for a scalable, best-in-class program, including identification, solicitation, closing, stewardship, and benefit fulfillment., • Pipeline Development & Management: Proactively identify, qualify, and cultivate new prospective partners from a variety of sectors; build a strong pipeline of corporate relationships aligned with the organization's mission, values, and priorities., • Lead High Level Partner Engagement: Serve as the primary relationship manager for major partners and prospects, leading pitches, negotiations, and stewardship; oversee the CEO handoff for high-value introductions and ensure seamless transitions., • Manage and Grow Portfolio: Oversee and support the Corporate Partnerships Officer (existing staff) in managing and growing the current partner portfolio, focusing on renewals, increased investment, and benefit fulfillment., • Cross-Departmental Leadership: Partner with marketing/communications to design and activate cause marketing, sponsorship, and engagement campaigns; work closely with programs and finance to deliver compelling impact reports and demonstrate return on investment to partners., • Team Growth & Development: As revenue and pipeline grow, build the business case for additional hires; mentor and lead the corporate partnerships team, instilling a culture of results, collaboration, and innovation., • Develop Resources & Proposals: Create compelling proposals, presentations, and stewardship reports in partnership with program, marketing, and finance teams; ensure all external materials reflect the organization's brand and impact., • Optimize Internal Processes: Build and improve the operational infrastructure for pipeline management, reporting, and fulfillment implementing best-in-class use of CRM and other systems., • Represent the Organization Externally: Serve as an ambassador for the organization's mission and impact in meetings, presentations, conferences, and industry events. Qualifications • Bachelors degree, • Minimum 10+ years of experience in nonprofit corporate fundraising, business development, or related field, with proven record of closing and growing six and seven-figure partnerships., • 3+ years of senior level experience., • Demonstrated experience building or scaling a nonprofit corporate partnerships program., • Experience with marketing, cause campaigns, and partnership benefit design/delivery., • Superior communication, negotiation, and interpersonal skills, with an executive presence., • Experience with CRM, reporting, and pipeline management tools. Special Considerations: The anticipated salary range for this position is $160,000 - $170,000 USD annually. The salary range for the position is posted. Factors such as candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations affect the salary offered within this range. In addition, this salary may be subject to a geographic adjustment (according to a specific city and state and depending on the role), if an authorization is granted to work outside of the location listed in this posting. Our client is an equal opportunity employer and does not discriminate in employment based on race, religion (including religious dress and grooming practices), color, sex/gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sex stereotype, gender identity/gender expression/transgender (including whether or not you are transitioning or have transitioned) and sexual orientation; national origin (including language use restrictions and possession of a driver's license issued to persons unable to prove their presence in the United States is authorized under federal law [Vehicle Code section 12801.9]); ancestry, physical or mental disability, medical condition, genetic information/characteristics, marital status/registered domestic partner status, age (40 and over), sexual orientation, military or veteran status, or any other basis protected by federal, state or local law or ordinance or regulation.

Job DescriptionSalary: Prospect Capital Management seeks a professional to improve the operations and financial performance of private U.S. Middle Market businesses which we control. The Firm Prospect Capital Management, LP ("PCM") is an asset manager managing Prospect Capital Corp. (PCC), a publicly-traded investment company (a BDC/RIC) with approximately $11.9B AUM. Amongst other investment strategies, PCC maintains controlling equity stakes in a set of U.S. Middle Market businesses (the "Businesses"). The Businesses operate in a range of industries with headquarters and operations in various U.S. states. PCM has offices in New York City, Connecticut, and Florida and is comprised of 140+ professionals. The candidate would spend time primarily at the PCC Businesses but also at PCM offices. Job Overview and Responsibilities PCM seeks a motivated and proactive professional to join our team to focus on Portfolio Optimization. The role requires significant travel and in-person involvement with the managers, staff and operations of the various Businesses. The ideal candidate will have 7+ years of experience in operational or strategy consulting, including meaningful training in improving the operations of middle market businesses, across industries, based in the U.S. This role requires a self-starter eager to spend time on-site working with the senior managers of the 18 U.S. Businesses presently controlled by PCC. The candidate will work to optimize all aspects of each Business, with support from others at PCM. • Operational Strategy: Collaborate with portfolio company leadership teams to assess and improve key operational processes, enhance efficiency, and maximize profitability., • Project Leadership: Drive special projects, such as marketing overviews, digital transformation, go-to-market strategy, and operational due diligence, from concept to completion., • Value Creation: Identify opportunities for revenue growth, cost reduction, and margin improvement across portfolio companies., • Performance Monitoring: Develop and implement key performance indicators (KPIs) to track the performance of portfolio companies,, • Process Improvement: Lead initiatives to streamline operations, optimize supply chains, and improve organizational performance, reducing waste and improving productivity., • Financial Analysis and Modeling: Work closely with the finance teams to analyze financial statements, forecasts, and business plans to support decision-making and develop financial models to support investment decisions, including valuation and scenario analysis., • Reporting: Prepare detailed reports and presentations to communicate findings and recommendations to senior management and Prospect., • Mentorship: Assist in mentoring junior team members and interns, fostering a collaborative and growth-oriented environment. Desired Skills and Experience • MBA or equivalent advanced degree preferred., • 4+ years of operational or strategy consulting experience, or private equity portfolio operations, with a proven track record of problem-solving and performance improvement in various business situations., • Ability to work independently, on-location, and to integrate with management teams., • Strong analytical and quantitative skills., • Excellent verbal and written communication abilities., • Proficiency in financial modeling and data analysis tools., • Proactive, results-oriented mindset with a strong work ethic., • Intellectual curiosity and eagerness to learn., • Strong interpersonal skills and the ability to build relationships across the organization. Why Join Prospect Capital • Opportunity to work in a dynamic environment with a focus on strategic investment initiatives., • Collaborate with a team of experienced professionals and contribute to high-impact projects., • Competitive compensation and benefits package. If you are passionate about strategy and are looking to make a meaningful impact, we encourage you to apply. The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. This role is posted for Officer level candidates, based on experience, candidates could be considered for an Assistant Officer level as well. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Japanese Corporate Finance Department (“JCF”) responsible for the booking and administering of Japanese corporate assets in accordance with the Branch’s lending policy. Your Role Overview: Provides administrative and basic analysis support for the Relationship Managers. Your Duties and Responsibilities: • Analyzes financial data and creates financial reports and models for credit application decision support for assigned products., • Incorporates Head Office and Branch investment guideline compliance in financial analysis., • Performs quality assurance for assigned products by regularly monitoring financial performance key indicators., • Assists Relationship Managers in business development, deal structuring, prepares credit applications, self-assessment, account review, and other administrative requirements as assigned., • Work with the Head of Department to ensure that the work of the RMA runs smoothly., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or equivalent in business or economics., • Bilingual oral and written skills on a business level in both English and Japanese., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transactions and loan markets., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities., • Excellent oral and written communication skills in Japanese and English. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionCompany Description Every query matters. Every millisecond counts. Every system you build shapes the future of data-driven finance. At Data Intellect, we thrive on solving complex data challenges in high-stakes environments. We’re a team of engineers, problem-solvers, and collaborators who believe in pushing boundaries, not egos. If you're a seasoned kdb+ developer ready to lead, innovate, and make an impact, we want to hear from you. Job Description At the forefront of delivering high-performance, scalable solutions for some of the world’s most data-intensive financial institutions, you’ll: • Lead technical delivery on client projects, setting the standard for quality and performance., • Design and implement robust kdb+ architectures that handle billions of rows of time-series data., • Collaborate with quants, traders, and analysts to translate business needs into performant, efficient code., • Mentor and guide junior and mid-level developers, fostering a culture of technical excellence., • Own the full development lifecycle by developing, testing, supporting and maintaining all code for client applications, • Drive innovation by staying ahead of the curve in kdb+, q, and adjacent technologies.Qualifications What You Bring • Deep expertise in hands-on kdb+/q development and time-series data solutions, • Proven experience designing and implementing kdb+ architectures and scaling kdb+ systems in production., • Strong background in Unix/Linux environments and scripting., • Demonstrated technical leadership and decision-making in fast-paced projects., • Excellent communication skills—you can explain complex systems to both technical and non-technical stakeholders., • Experience in capital markets or investment banking—you understand the domain and its demands., • Experience with Python, cloud platforms (AWS, GCP, Azure), or other time-series databases., • Exposure to tick data, real-time analytics, or electronic trading systems. Additional Information Data Intellect is a specialist data and technology consultancy with deep roots in capital markets. We build high-performance systems that power trading, risk, and analytics for some of the world’s most demanding clients. Our expertise spans kdb+, data engineering, regulatory tech, and enterprise platforms and we’re growing fast. Fair Employment & Equal Opportunities We’re proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Accommodations are available throughout the assessment and selection process. Challenge Accepted. Apply now.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support our Consumer Growth & E-Commerce team. The position is located in New York City. The research associate will work in conjunction with and support the lead analyst and another research associate on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical. The ideal candidate will have a strong background in accounting and a keen desire to uncover details to aid in the creation of research. We prefer someone with some exposure to equity research (FINRA registrations preferable) and in pursuit of a CFA, though we will consider all qualified candidates. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) This is an exciting opportunity for someone early in their RevOps career to grow within a fast-paced, mission-driven organization. Key Responsibilities Revenue Operations • Support the development and maintenance of revenue attribution models and sales incentive frameworks, • Assist in triaging deal desk requests and coordinating with cross-functional teams to ensure timely deal execution, • Assist with the execution and documentation of order forms for new deals, renewals, and change orders; ensure consistency and accuracy across commercial documentation in partnership with Legal and Sales, • Support deal structure enforcement, including pricing thresholds, approval workflows, and exception tracking; help maintain up-to-date sales policies and documentation to ensure audit readiness, • Help monitor target progress and support quarterly commissions processes Sales Reporting & Analytics • Build and maintain Salesforce reports and dashboards to track pipeline health, sales performance, and key metrics, • Assist with the analysis of go-to-market performance trends and support ad hoc data requests, • Collaborate with Sales, Marketing, and Customer Success to ensure alignment across the funnel Cross-Functional Collaboration • Work closely with Finance, Legal, Clinical, and Commercial teams to support RevOps-related projects, • Help document processes and identify areas for workflow improvement, • Participate in operational cadences and support governance activities Tools & Technical Enablement • Use Google Sheets, Excel, and SQL to support reporting and data integrity, • Assist with tool integrations across platforms like Salesforce, Looker, and other RevOps systems, • Learn and contribute to the evolution of our RevOps tech stack What We're Looking For Qualifications • 2–3 years of experience in Revenue Operations, FP&A, Strategy, Management Consulting, Sales Operations, or other analytical/business functions, • Familiarity with Salesforce and SaaS business models, • Strong attention to detail and comfort working with data and spreadsheets, • Ability to structure and communicate ideas clearly in both written and verbal formats, • Proactive learner who's excited to grow in a high-growth, fast-paced environment Preferred (Bonus Points) • Familiarity with SQL or experience supporting data workflows, • Interest in healthcare, women's health, or mission-driven technology companies Why You'll Love Working at Maven • Work at the intersection of mission, data, and growth, • Join a collaborative and data-driven team that values curiosity and initiative, • Professional development stipend and clear path to grow within Revenue Operations, • Flexible, remote-first culture designed to support work-life balance This role requires active work authorization in the US. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description General Purpose of the Job: The General Counsel will oversee all legal matters, combining nonprofit governance with expertise in government contracts, Medicaid, and healthcare law. This senior leadership role involves advising leadership on compliance, negotiating contracts, managing risk, and handling complex regulatory issues. The incumbent will be singularly [direct hands-on] responsible for all legal matters for the organization. Essential Duties and Responsibilities: General Legal and Strategic Advisement • Provides expert legal counsel to the executive team and board of directors., • Organizational governance: Ensures legal compliance related to nonprofit governance, including bylaws, board policies, fundraising, and ethics., • Strategic guidance: Advises leadership on the legal impacts of strategic decisions, mission-driven initiatives, and opportunities for growth., • Department of Homeless Services (DHS): Advises on laws and regulations governing temporary housing programs, shelter environments, and the delivery of social services. This may involve interpreting policies from agencies such as the New York City Department of Social Services (DSS)/Human Resources Administration (HRA)/DHS., • Medicaid and healthcare law: Guides the organization on complex Medicaid-related matters, such as eligibility rules, asset management, and billing and reimbursement practices. Works to ensure program operations are compliant with ever-changing federal and state regulations., • Government liaison: Acts as the primary contact with government regulators and external agencies. Advises on proposed legislation and regulations related to human and social services., • Oversee litigation: Manages and oversees administrative hearings, court proceedings, and any litigation involving the organization. This includes managing the work of outside counsel., • Administrative hearings: Represents the nonprofit and its clients in administrative hearings, particularly those related to fair hearing requests for clients facing the discontinuation of benefits., • Cross-functional collaboration: Work closely with other departments, such as finance, human resources, and program teams, to ensure all operations are legally sound., • Decision-making responsibilities:, • Provides strategic legal advice to leadership and the board, evaluating risks and weighing multiple factors in complex legal matters, and ensuring all organizational decisions align with legal requirements, ethical standards, and the nonprofit's mission and values., • Leads internal policy development, manage compliance with nonprofit regulations, and guide the organization through potential disputes and litigation, requiring a combination of legal expertise, strategic thinking, and strong judgment to balance risks and opportunities., • Problem solving responsibility:, • Anticipates issues, evaluating risks, developing proactive solutions, balancing competing priorities, and creatively applying legal expertise to advance the organization's mission and strategic goals., • Evaluates multiple inputs and potential impacts of decisions or courses of action to make well-reasoned recommendations that consider core values, risk, and organizational impact., • Demonstrates the ability to balance competing needs, negotiates with various internal and external stakeholders, and facilitates complex legal and organizational challenges., • Working relationships and contacts:, • Provides strategic legal guidance on organizational priorities, risk management, partnerships, and long-term planning., • Advises on corporate governance, ensures compliance with nonprofit laws and regulations (like 501(c)(3) status), and helps with strategic planning efforts., • Helps departments understand their legal obligations, reviews services for regulatory compliance, and provide advice on various legal matters affecting their operations., • Collaborates on employment law matters, including policies, employee relations, disciplinary actions, and compliance with labor laws., • Offers legal advice on investment management, investment policy compliance, and the legal aspects of financial and fundraising activities., • Manages relationships with outside legal counsel, negotiates contracts, and handles disputes and litigation on behalf of the organization., • Communicates effectively with diverse groups, including community partners, volunteers, and government bodies, to advocate for the organization's interests., • Impact/importance of function:, • The General Counsel is crucial for mitigating risk, navigating regulations, managing legal budgets, and fostering a culture of compliance and ethical behavior, making them a vital part of the executive leadership team., • Protects the nonprofit from legal challenges, financial penalties, and reputational damage by proactively addressing compliance issues and legal risks., • Acts as a key member of the executive team, providing strategic legal insights that support the organization's long-term objectives and growth., • Manages legal expenditures effectively and helps the nonprofit make informed decisions about legal and business strategies., • Licenses, certifications, degrees, and job-related knowledge:, • A Bachelor’s degree in law, business, English, from an accredited college or university., • Juris Doctor (J.D.) degree from an accredited law school and a member in good standing with the State Bar of New York with an active license., • Minimum of 7 years’ experience in a senior management general counsel role., • Experience in 501(c)(3) and 501(c)(4) nonprofit law., • Service as General Counsel of an NGO [Non-Governmental Organization] is strongly preferred., • Demonstrated knowledge and experience in a start-up non-profit environment., • Expertise in regulatory compliance, risk management, litigation, and strategic planning., • Significant legal experience, including nonprofit governance, government contracting (particularly with social services agencies), and healthcare law, with familiarity with Medicaid., • Job-related skills, including language, mathematical, and reasoning (analytical) skills:, • Exceptional communication, negotiation, and analytical skills. The ability to work collaboratively with diverse stakeholders and effectively explain complex legal issues to both legal and non-legal audiences., • Intellectual, creative, and/or communication abilities:, • High degree of professional ethics and integrity., • Stays current with evolving nonprofit laws and regulations, ensuring the organization adheres to all applicable statutes., • Full comprehension of the influences of the external environment on the organization., • Ability to anticipate legal issues or risks and propose effective solutions., • Ability to think and act calmly in emergency situations., • Ability to work with a team., • Attention to detail and problem-solving skills., • Strong organizational skills with ability to manage tasks efficiently., • Excellent time management skills with ability to prioritize assignments., • Excellent analytical, evaluative, and human service management skills., • Excellent written and oral communication, organizational, supervisory, and leadership skills., • Must have incredible initiative, the ability to work well under pressure, and the ability to be flexible and work both independently and as part of a team to complete complex projects in a fast-paced environment., • Must be adept and comfortable with crisis management., • Ability to work effectively with a wide range of community-based providers., • Knowledge of community health services, social service support agencies and networks., • Familiarity with DHS and OTDA social service documentation policies and procedures., • Critical thinking, analytical and problem-solving skills as well as resourcefulness., • High level of computer proficiency in Word, Excel, and the ability to learn new technologies and databases., • Other Requirements [including physical demands]:, • Contributes to the overall success of the organization by performing all other duties and responsibilities as assigned by supervisor or designee, and being able to pivot with ever-changing priorities and newly added job-related responsibilities that arise based on business changes, needs, and demands., • May be required to work long hours and a varied schedule., • Travelling throughout various locations in the New York City area, or domestic, for meetings, events, or site visits will be required., • Lifting and moving objects weighing up to 30 pounds several times a week., • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EEO Statement – Children’s Rescue Fund is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment free from discrimination without regard to race, color, religion, sex [including pregnancy, gender identity, and sexual orientation], national origin, age, disability, genetic information, political affiliation, veteran/military status, or any other non-merit based factors and other characteristic protected by law. #IND1 Monday - Friday | 9:00 AM - 5:00 PM

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 Junior Operations Specialist that will support the daily functions of the New Accounts department in our New York office. 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. Responsibilities • Work independently and cooperatively within specified section, • Comply with section policies, procedures and escalation protocols, • Review and code DocuSign issued documents specific to New Account opening and maintenance. Trust Agreements, Client Agreements/Corp Client Agreements and Options agreement., • Review and update settlement instructions for Institutional DVPs, • Backup support to reviewing and coding of W8 and W9s, • Demonstrate first rate client service skills; escalate violations and problems that are unsolved to management, • Coach junior staff and contribute appropriate, relative knowledge and experiences to aid, assist and/or support the day’s workload, • Support senior staff with workload as well as participate in two-way knowledge transfer, • High School diploma or equivalency preferred, • College degree in business, finance, accounting or math is a plus For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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. Our Business Advisory Services focuses 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 an experienced Chief Risk Officer, Investmentsto consult to our highly prestigious client base. As a consultant, you will work with ourHedge Fund and Family Office clients to provide expert advice. Having previously served in the role of Chief Risk Officer, Investmentsyou have specific, hands-on experiencebuilding, maintaining and overseeing the risk management efforts specifically focused on the investment and portfolio management activity of aleading Hedge Fund or Family Office. WHAT YOU WILL DO AS A CONSULTANT: Provide advice and guidance to Arootah clients who seek help with theirinvestment and portfolio management risk needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as aChief Risk Officer, Investments 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.). SPECIFIC AREAS OF EXPERTISE: Analyze portfolio and investment risk using various quantitative models/techniques and review the implications of potential investment decisions on total portfolio risk. Develop, maintain, and update investment risk framework tools to analyze individual investments and portfolios. Identify and evaluate risks, as well as run stress tests, across various asset classes, strategies, portfolios, and managers. Perform market and credit risk reporting and analysis of all investment activity, including VaR, stress loss, operational guidelines, transactional reviews, and liquidity risk. Perform day-to-day monitoring of exposures, and utilization against limits, as well as monitoring of P&L arising from market moves, and additional ad-hoc analysis. Assist in enhancing methodology for calculating, monitoring, and managing risk in investment portfolios. Create and run optimization models to serve as a guide to Portfolio Managers in allocation decisions. Design and generate periodic risk reports for senior management and portfolio stakeholders. Perform ad-hoc analysis requiring independent research and facility with various programming languages.Participate in the identification and evaluation of new risk strategies and technology. Measure, monitor, and independently assess risks in investment activities and escalate issues/concerns to Portfolio Managers. Monitor stress, performance, counterparty, and liquidity metrics against the thresholds and perform risk analysis on accounts that trigger risk thresholds. Help develop ESG metrics monitoring. Ensure compliance with risk oversight processes, policies, and procedures for investment risk. QUALIFICATIONS & REQUIREMENTS BS/BA degree in a quantitative discipline such as Finance, Mathematics, Engineering, Computer Science, or a closely related field from an accredited university. Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or similar professional designation is desired. MBA or other relevant graduate degreesin a quantitative discipline is a plus. 8+ years of relevant experience at a hedge fund, family office, or investment management firm serving in the role of Chief Risk Officer. Additional experience of between 3-5 years of working in risk management, trading, portfolio management, or data science role at an asset management firm, hedge fund, or family office. Familiarity with the use of a risk analysis application such as MSCI’s BarraOne, Blackrock Aladdin, FactSet, or similar. Strong quantitative/statistical knowledge with an ability to work on systems and databases (SQL, Access). Proven programming skills (R, MATLAB, Python, VBA, C#, etc.). Product knowledge and quantitative skills with a broad range of asset classes and investment strategies. Knowledge of market risk methodologies such as VaR, stress, and sensitivity analysis. Strong familiarity with asset/liability management. Ability to manage multiple projects simultaneously. Job Status • Contractor

Job DescriptionSalary: $100,000 - $130,000 per year Company Overview: TrueAero is a global aviation solutions provider specializing in aircraft and engine leasing, asset management, material solutions, and technical services, with a focus on mid-to end-of-life assets. We serve a diverse range of commercial clients, including airlines, MROs, leasing companies and financial institutions, by delivering innovative, cost-effective strategies across the aircraft and engine lifecycle. With a growing global footprint and a proven track record in asset lifecycle management, TrueAero is a trusted partner in aviation leasing, asset management, and aftermarket services. Our commitment to operational excellence and customized solutions ensures maximum value recovery and sustained support for complex fleet strategies. Job Title:Manager, Asset Valuation and Modeling Location:Remote Located in New York Job Summary: TrueAero is seeking a highly analytical and motivated professional to join our Asset Valuation & Modeling team as a Manager. This individual will play a key role in supporting the firms investment and capital allocation processes through the development of robust financial models and analytical tools. The Manager will work closely with other team members across the organization to evaluate leasing and teardown transactions for aircraft and engines across a range of structures. This includes developing financial models, conducting investment research and making recommendations to the executive team, as well as the continuous evaluation of portfolio performance for use in external and internal reporting. This role offers an opportunity to contribute directly to a fast-growing platform and to gain broad exposure across investment, technical, and commercial functions. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment while maintaining a collaborative and positive attitude. Primary Duties & Responsibilities • Develop and maintain detailed financial models for aircraft leasing, engine, and teardown investments to support company-wide investment decisions., • Analyze portfolio performance and support optimization strategies through financial and credit analysis., • Enhance and rebuild components of existing valuation models, while contributing to the design of new, industry-leading analytical tools., • Prepare and oversee budgets and financial forecasts at the asset, portfolio, and company levels., • Support and mentor junior analysts, fostering a culture of collaboration and continuous improvement., • Partner closely with Commercial and Technical teams to ensure analytical alignment with business objectives., • Monitor market trends and competitor activity, producing timely reports and insights for internal stakeholders., • Prepare and present investment analyses and recommendations to the executive team and Investment Committee(s) in a clear, concise manner., • Undertake ad-hoc projects and strategic analyses as needed Required Education, Skills, and Experience: • Undergraduate degree in Aviation, Finance, Economics, Accounting, Business, or another highly analytical field (Engineering, Math, Computer Science). Masters degree a plus, • 45+ years of experience in aircraft leasing or related sectors (e.g., aviation consulting, asset valuation, investment banking, or transaction advisory), • Extensive financial modeling proficiency, with advanced Excel skills and a deep understanding of valuation methodologies, • Experience managing or supervising analysts on projects or within a team setting., • Strong analytical and quantitative abilities, with exceptional attention to detail and understanding of key financial concepts, • Excellent communication skills, capable of synthesizing complex analyses into clear, actionable insights, • Ability to work independently and collaboratively across multi-disciplinary, geographically dispersed teams, • Outstanding organizational and time-management skills; ability to manage multiple projects and meet deadlines, • Self-starter with high energy, intellectual curiosity, and a commitment to continuous improvement Knowledge, Behavior, and Abilities: • Strong communication, consultation, and relationship management skills, able to build a rapport with our clients and present information clearly and persuasively., • Detail-oriented with the ability to multitask in a fast-paced work environment., • Self-motivated and eager to contribute to a high-performing team., • Strategic thinker and problem solver, with the ability to analyze complex situations, identify opportunities, and develop effective solutions., • Excellent time management with the ability to meet deadlines. Benefits: • Medical, Dental, and Vision Insurance, • 401K Plan with Company Match and Immediate Vesting, • Discretionary Bonus, • Flexible Working Environment, • Paid Time Off Program, • Rapid Career Development, • Consistent Collaboration with Executive Management TrueAero is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender identity, sexual orientation, gender expression, medical condition, genetic information, marital, military, and veteran status.

Job Description We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. Having experience as a financial planner is a plus, but not required. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description We are seeking a Quantitative Researcher with 3+ years of experience to join a Systematic Macro Portfolio Manager at Capula. This is a high-impact role that sits directly within the PM’s investment group, with a particular focus on systematic strategies involving credit indices (e.g., CDX, iTraxx) and credit ETFs. Key Responsibilities: • Develop and enhance models for relative value trading and alpha generation across credit indices and credit ETFs., • Analyse credit market dynamics, including spread behavior, roll-downs, and liquidity patterns., • Implement tools to support signal generation, factor decomposition, and portfolio risk attribution., • A high-impact role with direct visibility to the trading desk and influence on real-time decision-making., • An intellectually stimulating environment with a strong culture of collaboration and curiosity, where innovation and creativity are encouraged., • We are looking for individuals who thrive on intellectual challenges and enjoy applying their analytical skills to complex problems. You are curious, driven, and excited by the prospect of making a tangible impact in the world of quantitative finance., • Have graduated with a masters or PhD in a highly quantitative discipline (e.g. Physics, Mathematics, Statistics, Engineering or another quantitative field), • A consistently strong academic record, • Strong Maths foundations (probabilities, statistics, analysis, linear algebra) and solid Programming Skills, • At least 3 years’ experience in quantitative research or strategy development, ideally within credit or macro trading environments., • Solid understanding of credit index products (e.g. CDX, iTraxx), credit ETFs, and related market structure., • Advanced proficiency in Python and experience working with time series and financial market data., • Master’s or PhD in a quantitative field (e.g., statistics, physics, applied mathematics). Capula is committed to supporting all employees in developing their careers and delivering their best work. We offer a collaborative and high-performance environment where portfolio managers are empowered with resources, autonomy, and the opportunity to make a significant impact. Benefits include: • A highly competitive base salary and discretionary bonus structure, reviewed annually, • 20 days of paid annual leave, plus public holidays, • Comprehensive medical and dental insurance, along with other core employee benefits, • Exceptional training, mentoring, and staff development opportunities to support continuous professional growth, • Exposure to a flat and agile organisational structure, enabling greater ownership and decision-making responsibility, • Onsite breakfast, lunch, and dinner provided daily in our employee restaurant, • Access to a dynamic, intellectually engaging team with cross-asset collaboration and open communication