Financial analyst jobs in Jersey City, New JerseyCreate job alerts

Job DescriptionTitle: Financial Analyst Location: New york, NY 10036 Duration: 04 months (Extension/Conversion will be based on performance) Pay : $50-52.00/ hr Principal Responsibilities • Financial oversight of headcount and compensation for domestic operations with over 1,000+ staff employees, including review of commissions monthly payouts, • Leverage various financial systems to forecast and report compensation expenses and headcount related to monthly/quarterly closes, periodic forecasting, annual budgeting process, and long range planning, • Provide leadership team with information and insights to better plan and manage labor workforce, • Partner with HR to align headcount reporting and related expenses to organizational changes, • Maintain strong working relationship with various stakeholders:, • HR which includes Operations, Compensation & Benefits, Systems, and Generalists, • Finance track leads by Groups and Departments, • Operating groups, • Represent the finance team on initiatives that impact headcount and compensation planning, reporting, and analytics Basic Qualifications:, • Bachelor’s degree in Finance or Accounting, • 2-3+ years of financial planning & analysis, reporting and accounting related experience, preferably in the media industry. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

Job DescriptionClient: Leading Entertainment Firm Title: Financial Analyst (Media / Entertainment Background Only) Duration: 06 months (Extension/Conversion will be based on performance) Location: New York, NY 10036 (100% Onsite Role) Pay Range: ($40 - $45) on an hourly basis. Note: Open to relocation candidates too (on their own in the USA only) Overview: • We are seeking a detail-oriented Financial Analyst to support financial reporting, budgeting, forecasting, and business management within a broadcast news environment., • The role involves partnering with finance and business teams to monitor financial performance, analyze costs, and provide actionable insights to support business decisions. Requirements: • Target candidates with experience across FP&A (45%), Business Management (30%), and Transactional Finance (25%)., • Prioritize strong experience in expense analysis, financial planning, and business strategy., • Candidates must have a Media & Entertainment industry background, ideally with exposure to broadcast, production, or creative finance, • 4–5 years of relevant experience in financial analysis, budgeting, and forecasting., • Strong knowledge of accounting and financial principles., • Advanced Excel skills and financial modeling experience., • Strong analytical skills, including variance analysis, financial reporting, and interpreting large data sets., • Experience with Ora_cle Fusion, SmartView, EDMCS, or similar financial systems is preferred; Power BI experience is a plus. Responsibilities: • Manage recurring financial reporting cycles and monitor budgets across broadcast news programs., • Support annual budgeting, long-range financial planning, and monthly forecasting., • Analyze actual costs against budgets, prepare variance reports, and provide financial commentary for leadership., • Track production costs at the story and segment levels, identify budget overruns, and report financial performance., • Manage segment-level budgeting and ensure the accuracy of financial data., • Identify and correct miscoded expenses., • Build financial models, prepare reports and presentations, and conduct ad hoc financial analysis., • Collaborate with finance, business teams, and production stakeholders to support financial planning and cost management. Benefits: • The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable

Job DescriptionWe are looking for a Financial Analyst to support reporting, performance analysis, and market insight development for marketing and brand initiatives in Jersey City, New Jersey. This is a Long-term Contract opportunity suited to someone who enjoys turning complex data into clear business recommendations and leadership-ready materials. The role will contribute to recurring financial and performance reporting, help strengthen dashboard and tracking tools, and work closely with cross-functional teams to improve visibility into key metrics and spending trends. Responsibilities: • Deliver recurring monthly and quarterly analysis that evaluates brand and program performance, highlights meaningful trends, and identifies opportunities to improve results., • Create and maintain standardized dashboards and reports covering areas such as budget utilization, spend pacing, and performance highlights for marketing finance stakeholders., • Produce on-demand analysis using internal and external data sources to support business questions related to market activity, competitor movement, and program effectiveness., • Develop presentation materials that translate financial and performance data into concise visuals and insights for leadership discussions., • Review datasets and reporting outputs for completeness and accuracy while maintaining consistent metric definitions across deliverables., • Support foundational financial modeling, productivity reviews, and effectiveness assessments by organizing assumptions, comparison data, and analytical inputs., • Contribute to the design and enhancement of templates, KPI trackers, and reporting tools that improve efficiency, accuracy, and transparency., • Identify opportunities to streamline manual reporting through automation, dashboard enhancements, and process improvements, including Power BI initiatives where applicable., • Partner with cross-functional teams to define measurement approaches, resolve spend-tracking issues, and build reporting solutions aligned with business objectives.• Proficiency in financial analysis, variance review, and ad hoc analytical work within a reporting-focused environment., • Hands-on experience with Power BI, Tableau, and advanced Excel for data analysis, dashboard creation, and reporting., • Knowledge of financial modeling techniques and the ability to interpret data for business decision-making., • Ability to gather, validate, and synthesize information from multiple sources while maintaining strong attention to detail., • Comfort preparing clear presentations and exhibits that communicate trends, risks, and opportunities to stakeholders., • Familiarity with data mining techniques and performance measurement concepts used in financial or marketing analysis., • Strong organizational and collaboration skills, with the ability to manage recurring deliverables and support cross-functional initiatives., • Open to candidates at an entry level or early-career stage who demonstrate strong analytical capability and technical aptitude.

Job DescriptionWe are looking for an experienced Sr. Financial Analyst to join a globally recognized consumer products organization in New York, New York. This Long-term Contract opportunity is ideal for a finance specialist who brings strong expertise in cost analysis, business reporting, and data-driven decision support. The selected candidate will help strengthen a lean team by delivering financial insights, building meaningful analysis, and supporting operational and strategic planning. Responsibilities: • Perform detailed financial reviews to identify trends, explain business performance, and support decision-making across key functions., • Develop and maintain financial models that evaluate costs, profitability, and overall business results within a consumer products environment., • Analyze variances between forecasts, budgets, and actual results, then communicate findings and recommendations to stakeholders., • Prepare recurring and on-demand reports that translate complex financial and operational data into clear business insights., • Use data mining and analytical tools to extract, organize, and interpret large data sets for management reporting., • Partner with cross-functional teams to improve the accuracy of planning assumptions, reporting processes, and financial analysis deliverables., • Support costing-related initiatives by examining product, operational, and margin data to highlight risks and opportunities., • Leverage OBIEE and other reporting platforms to produce reliable dashboards and financial reporting outputs.• 7+ years of experience in financial analysis, preferably in a consumer packaged goods or similar product-based environment., • Strong background in costing analysis, financial modeling, and variance analysis., • Proven ability to conduct ad hoc analysis and present findings in a clear, business-focused manner., • Hands-on experience with data mining techniques and large-volume financial or operational data., • Proficiency with OBIEE and other reporting or business intelligence tools., • Advanced Excel skills and strong overall analytical capabilities., • Ability to work effectively in a fast-paced setting with limited team bandwidth and shifting priorities.

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. \n \n Practice Innovation Advisor \n Nearly 50 years ago, 24 attorneys in Chicago had a vision to create a law firm more innovative and entrepreneurial than those they had left. Their inspiration was their clients and finding even better ways to provide superb legal services and creative advice to them. Our business has evolved over the decades—but our vision remains the same. Today, Katten Muchin Rosenman is the full-service, business-oriented law firm that our founders envisioned, providing sophisticated, high-value legal services across the United States and abroad. \n \n Our innovation team maintains that vision by exploring new process and technology solutions to modernize our client service delivery and firm operations. We infuse business design, technology, and data science into the practice of law. Under the direction of the Practice Innovation Advisor, the Senior Practice Innovation Analyst will take a lead role in driving ongoing implementations of emerging technologies throughout the firm. This includes hands-on technical work — building automations, configuring and integrating platforms, and developing data-driven solutions — as well as independently identifying new opportunities to improve the efficiency and effectiveness of our legal teams. The role requires deeper technical judgment, stronger problem-solving skills, and more project ownership than is expected at the standard Analyst level. \n \n This position requires hands-on work with Katten lawyers, business professionals, and key external partners across both project execution and strategic brainstorming. The Senior Practice Innovation Analyst will own project work on initiatives across the firm — including scoping, risk identification, and stakeholder management — and will gather research, insights, trends, and best practices from the legal profession to help determine where the firm can best apply innovation solutions. The ideal candidate will be comfortable diving into technical details, troubleshooting complex configurations, and translating business requirements into working solutions. This role also serves as a technical and practical resource for more junior members of the innovation team. \n \n The Senior Practice Innovation Analyst can be located in our Chicago, New York, Los Angeles or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). \n \n Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n\n • Collaborate with lawyers, clients, firm leadership, and operational teams, including Practice Management, Talent, Information Technology, Marketing and Business Development, and Finance, to grow the firm's culture of innovation.\n, • Participate in engagements with attorney teams, clients, and practice groups to design and deliver innovative client solutions and legal technologies that support the efficient management of legal matters.\n, • Maintain a current, in-depth awareness of emerging technology tools (both generally and among law firms and legal departments), and translate that awareness into concrete recommendations to keep the firm ahead of the curve.\n, • Research, evaluate, and pilot tools and procedures that promote productivity and service quality, including building business cases and basic ROI/benefit analyses to support recommendations.\n, • Develop and maintain clear and accessible training materials, user guides, and communications that support the firm's innovation initiatives and help attorneys and business professionals adopt emerging technologies and process improvements.\n, • Partner with our data science team, Katten DataLAB, to scope and deliver solutions to client challenges and needs, contributing hands-on data analysis, building queries, and developing automated reporting where needed.\n, • Build and maintain relationships with existing and potential vendors; lead coordination of platform updates and the identification/vetting of potential new platforms, including technical evaluation of integration and configuration requirements.\n, • Participate in implementation of new processes, including configuring, integrating, and customizing software solutions for attorneys and practice groups — working with APIs, data mappings, and platform settings — with minimal oversight.\n, • Assist team governance and operational efficiency by owning documentation, workflow tracking, project intake, and other processes that ensure smooth and consistent execution of innovation priorities.\n, • Lead the coordination and execution of software pilot programs — identifying and testing use cases, scheduling trainings, gathering feedback, and conducting gap analysis — and make go/no-go recommendations based on results.\n, • Serve as an internal and external advocate for the innovation team and new solutions that benefit the firm and our clients, including representing the team in conversations with senior firm leadership and practice group heads.\n, • Build and maintain relationships with stakeholders within the firm's practice departments to socialize the benefits of emerging technology tools, independently drive projects through to completion, and identify/vet potential new use cases.\n, • Maintain working-level familiarity with new products and developments in legal innovation and software, and assess their fit for the firm's technology roadmap.\n, • Be an active participant in the firm's AI and Gen AI efforts, including hands-on prompt engineering, workflow development, output evaluation, and building AI-powered solutions for specific practice needs.\n, • Independently manage projects under the general direction of the Practice Innovation Advisor, including scoping, timeline management, and stakeholder communication.\n\n \n Knowledge, Skills And Abilities \n\n • A Juris Doctor degree (J.D.) is preferred and three (3) or more years of experience working within a large law firm or in the legal technology industry highly preferred; or equivalent combination of education and experience. The ideal candidate will have hands-on technical experience and/or formal training in emerging legal technologies, software implementation, process automation, and/or data science. We are looking for someone who is eager to build and configure solutions — not just evaluate them — and who can work independently and exercise sound technical judgment on ambiguous or complex problems.\n, • Experience with several of the following, including configuration-, administration-, or power-user-level experience with at least two:\n, • Legal-focused generative AI tools (such as Harvey, CoCounsel, Legora).\n, • Document automation tools (such as Avvoka).\n, • Document analysis tools (such as Draftwise).\n, • Collaboration platforms (such as SharePoint, HighQ, etc.); and/or Business Intelligence/ETL platforms.\n, • General AI tools like Claude, OpenAI and Perplexity, with demonstrated experience evaluating output quality and designing effective prompts/workflows.\n, • Working knowledge of data querying/analysis (e.g., SQL, Excel/Power BI) and/or basic scripting or low-code automation development (e.g., Python, Power Automate, APIs) sufficient to build workflows, manipulate data, integrate platforms, and deliver data-driven solutions.\n, • Demonstrated experience evaluating, piloting, and recommending new legal technology tools, including building business cases and basic ROI analyses, and presenting recommendations to non-technical stakeholders.\n, • Displays intelligence, creativity, resilience, and persistence in solving varied, complex, and non-routine problems.\n, • Displays excellent time management and project management skills to meet objectives and deadlines across multiple concurrent initiatives.\n, • Able to effectively distill complex information, synthesize, simplify, and present to Firm Management, attorneys, and business professionals.\n, • Possess excellent reading, writing, grammar, spelling, punctuation, proofreading, and formatting skills in order to interpret and analyze source data, prepare correspondence and documentation, and proofread material for grammatical, typographical and spelling errors.\n, • Able to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, verifying numerical data, and preparing various reports.\n, • Able to operate standard office equipment including computers, printers, telephones, photocopiers, scanners, calculators, facsimiles, etc.\n, • Able to regularly lift and/or move up to 10 pounds.\n\n \n The annualized salary range for this position is $115,000 - $135,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. \n \n We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies. \n \n Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Senior Finance AI & Transformation Analyst \n New York City \n \n Are you the type of professional who can spot a broken finance process, identify where AI can create value, and actually build the solution? \n \n We're partnering with a high-growth global organization seeking a Senior Finance AI & Transformation Analyst to help modernize Finance operations through AI, automation, and process transformation. \n \n What You'll Do \n\n • Identify inefficiencies across Finance and design scalable solutions using AI and automation.\n, • Build and prototype AI-enabled workflows, automations, and agentic solutions.\n, • Lead transformation initiatives from problem definition through implementation, adoption, and measurable business impact.\n, • Partner with Finance, Data, Engineering, and Leadership teams to deliver process improvements and operational excellence.\n, • Develop business cases, executive presentations, and change management strategies to drive adoption.\n\n \n What We're Looking For \n\n • 5-8 years of experience in Finance Transformation, Business Transformation, Process Improvement, Digital Transformation, or Consulting.\n, • Hands-on experience implementing AI, automation, low-code, or workflow solutions in a business environment.\n, • Strong project and stakeholder management skills with a track record of delivering cross-functional initiatives.\n, • Ability to translate business problems into scalable technology-enabled solutions.\n, • Strong communication skills with experience presenting to senior leadership.\n\n \n Ideal Backgrounds \n\n • Finance Transformation Consultant\n, • Big 4 Advisory (Finance Transformation / CFO Advisory)\n, • Finance Systems Analyst or Manager\n, • Digital Transformation Consultant\n, • Business Process Improvement Lead\n, • ERP or Finance Systems Implementation Consultant\n\n \n Preferred Experience \n\n • Accounting, FP&A, Treasury, or broader Finance Operations exposure.\n, • Finance systems and ERP platforms such as NetSuite, Oracle, SAP, or similar.\n, • Experience within fintech, financial services, regulated industries, or other complex environments.\n\n \n What This Role Is Not \n This is not a traditional Accounting or FP&A role, and it's not a software engineering position. The ideal candidate sits at the intersection of Finance, Technology, AI, and Transformation, with a passion for improving how work gets done. \n If you're excited about applying AI to real business problems and driving the future of Finance operations, we'd love to connect.

About Golden Goose: \n Born in Venice, Italy, Golden Goose is a lifestyle brand defined by authenticity, individuality, and Italian craftsmanship. We blend artisanal tradition with modern innovation to create one-of-a-kind luxury pieces that celebrate uniqueness and imperfection. With a global presence and a devoted following, Golden Goose continues to grow its community of Dreamers, inspiring self-expression through fashion, creativity, and a shared sense of purpose. \n \n Position Summary: \n At Golden Goose, our people are at the heart of everything we do we are looking for an HR Controlling Analyst to join our team and play a key role in connecting our people strategy with business performance. Reporting to the HR Operations Director, this position will support compensation and HR controlling activities across the Americas region including USA, Canada, and LATAM. This role has a strong focus on staff cost planning, forecasting and analytics, while partnering closely with HR and Finance to provide meaningful insights and support data driven business decisions. \n \n Responsibilities: \n • Manage monthly HR controlling activities, including payroll and HR cost accruals, sales commission calculations, and Actual vs. Budget analysis. \n • Prepare monthly HR reporting and dashboards covering FTE, headcount, turnover, retention, labor costs, overtime, commissions, Reflex hours, and other key HR and retail KPIs. \n • Analyze monthly turnover and HR cost trends, providing actionable insights to Retail, Corporate, HR, Finance, and HQ partners. \n • Develop and maintain recurring and ad hoc reports and dashboards, ensuring data accuracy and presenting complex information in a clear, actionable format. \n • Monitor weekly FTE Actual vs. Budget, open vacancies, and workforce coverage, including Reflex hours and budget implementation. \n • Support MBO goal setting and payout calculations, including Store Manager productivity metrics, in partnership with HR and Finance. \n • Perform salary and compensation benchmarking, including analysis of Sales Commission programs against market practices. \n • Maintain HR data quality and reporting across Oracle, ADP, and MicroStrategy. \n • Identify trends and opportunities to improve HR processes, workforce planning, and labor costs. \n • Support ad hoc HR and business projects, including process, workforce, and coverage analysis. \n \n Required Skills & Experience: \n • Bachelor’s degree in Human Resources, Finance, Business, or a related field. \n • 5+ years of experience in HR controlling, FP&A, financial controlling, merchandise planning, or a similar role. \n • Advanced Excel skills, including formulas, lookups, PivotTables, and data analysis. \n • Experience with Oracle, ADP, MicroStrategy, or similar HR and data platforms. \n • Strong knowledge of HR controlling, payroll, compensation, and workforce analytics. \n • Understanding of retail KPIs and store-level performance metrics. \n • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail. \n • Ability to communicate data-driven insights clearly to HR, Finance, Retail, and senior leadership. \n • Ability to manage multiple priorities, meet deadlines, and drive projects forward with a high degree of accuracy. \n • Experience with sales commission structures preferred. \n \n The expected base salary for this position ranges from $80,000 - $90,000. Ranges are based on various factors such as relevant skillset, training, years of experience related to the current job description, education, and our organizational structure. In addition to the base salary, Golden Goose offers a competitive benefits package that includes health and dental insurance, life insurance, disability insurance, 401K, paid holidays, a generous paid time-off policy, and career opportunities within a dynamic team. \n \n We are an equal opportunity employer and passionately believe that our strength lies in people youniqueness. We encourage applications from individuals of all backgrounds, experiences, and perspective because people are at the heart of everything we do.

Job Description Primary - Assist in measuring and evaluating the company’s progress toward achieving its monthly, quarterly, and annual financial and operational goals as well as map out future financial and operational goals and plans. Secondary - Collect, report and analyze data on sales, costs, marketing, margin, operating efficiency, and financials. Summary: Responsible for financial modeling, analysis, and decision support for operational activities. The position will work with business unit leaders to develop and analyze potential growth opportunities and drive efficiencies in the current business. • Assist the finance and accounting team in the preparation of daily, weekly, monthly financial reporting packages: Includes extracting and aggregating data, and evaluating performance metrics relating to various business units and channels of distribution • Assist the finance team by updating multiple already existing financial models used for data aggregation and in depth analysis reporting. • Extracting, aggregating, and evaluating data to measure key performance metrics relating to various business units and channels of distribution, • Review daily data inputs by the billing teams for both delivered and wholesale related transactions to result in a “daily” P&L dashboard, • Analyze sales data and identify and communicate trends to Sales and Finance management, • Track Daily hedge book to physical inventory and update the ‘Basis Report’ on a daily basis, • Assist the finance team in account analysis and help prepare financial statement footnotes and supporting schedules 1. Perform special ad hoc projects and analysis relating to customer profit reporting BA in Accounting, Finance, Economics, or Business recommended Experience: 0-2 years Prior experience in Variance analysis, Unit Costing, Futures trading, recommended Prior experience with Excel, Google Sheets, Slides, Pivot tables, Reporting, needed \nCompany Description Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running. Leading energy infrastructure company providing fuels that keeps the the "city that never sleeps" running.

Job DescriptionCompany Description RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company’s proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact. Global organizations and regulated industries trust RRD to reduce complexity and drive audience connections across the entire customer journey. Job Description Position summary The National Records Manager is an operations leader who will communicate a vision for how Williams Lea best serves our clients across single or multiple service offerings, and who empowers and enables their team to bring that vision to life. The role focuses on executing service delivery, delivering operational excellence, implementing optimized cost to serve models, applying continuous improvement initiatives, and team growth and development. Job duties (* denotes an “essential function”) *Oversee contracted operation(s) to ensure needs of the contract and client are met while addressing needs of employees *People Leadership – develop a highly functioning client team *Responsible for full employee lifecycle of direct and indirect reports including, but not limited to interviewing and hiring; onboarding and induction; on-the-job training; professional learning, development, and growth; performance management including reviews and goal setting; talent management including succession planning for key roles; off-boarding management *Ensure direct and indirect reports understand and are compliant with company and client policies, service level agreements (SLAs) and expected quality of work, utilizing corrective action when necessary *Engage in regular and consistent communication with employees, hold regular team meetings and individual (1:1) meetings to ensure open lines of communication for company and client information, as well as to discuss clear expectations, performance and progress against goals and development *Foster cross-training and a sense of team work to optimize client service delivery Operational Leadership – ensure account meet or exceed client expectations *Establish, execute, and sustain quality service delivery through standard operating procedures, account planning, and achieving agreed-upon metrics and goals to ensure client satisfaction and exceptional employee performance *Ensure Engage is implemented and utilized by team according to best practices *Understand how Engage operates, the data it requires and generates. *Utilize Engage output for client reporting at an expert level and use data to manage team, workflow, quality and individual performance *Drive continuous improvement; keep client and manager informed of significant and potential issues, and communicate proposed solutions or processes that will avoid future or other potential issues; timely resolve issues escalated by the client *Manage staffing and workflow volumes; use workflow management system to justify headcount based on work volumes and allocate staffing resources by shift or service line accordingly Financial and Contractual Management *Review monthly P&L and submit necessary changes to financial analyst *Review all labor allocations; manage over-time and time-off to avoid non-billable charges *Create and distribute monthly invoice, ensuring it meets contractual requirements *Participate in the budget process; ensure all operational processes are managed to timeline and budget Customer & Account Leadership – *Manage relationships with clients by ensuring a high level of customer satisfaction *Create and present monthly Client Service Review (CSR); reflect on data presented and be prepared to discuss ideas for process improvement and benefits to the client to support informed decision-making *Solicit feedback from clients (client outreach) regularly *Educate clients on Williams Lea services already provided and those available through strong sense of the client’s business and the impact our services may have on their success *Identify opportunities for account growth, new services, resolutions to client challenges through communication with clients/end-users – escalate opportunities to manager Other Participate or lead due diligence, implementation (people, process, technology) for new business within own client account(s); participate on other or new client accounts Adhere to Williams Lea policies in addition to client site policies Statement of other duties This document describes the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Working conditions Work is performed in a professional work environment. Adhere to business/client dress codes. Hazards include working with office machines (computers, peripherals, copiers, faxes, scanners, bindery equipment, paper cutters, paper, toner) and cleaning supplies. Qualifications A Bachelor’s degree or equivalent experience is required Over 5 years’ experience and a proven track record of being a recognized leader and manager of people in a customer service intensive environment Demonstrated record implementing solutions that have resolved poor client, service or contract performance or difficult situations, or have improved or sustained satisfactory contract performance Excellent client service skills with a service-minded approach toward the client Proven experience in the delivery and management of complex or multi-service solutions for clients Minimum of two years of successful financial management; general understanding of how day-to-day and strategic decisions that impact P&L Able to make independent financial decisions for scope of responsibility Minimum of two years people management experience supporting employee lifecycle from onboarding to offboarding; use of manager self-service systems and experience with centralized HR functions Able to foster a team culture of high performance and continuous improvement that values learning and a commitment to quality, with an emphasis on client satisfaction Attention to detail with demonstrated organizational skills Must be able to meet deadlines and complete all projects in a timely manner Able to handle sensitive and/or confidential documents and information Able to make independent decisions that conform to business needs and policy Must be able to interact effectively with multi-functional and diverse backgrounds Able to work in a fast-paced environment Must be self-motivated with positive can-do attitude Intermediate to expert level Microsoft Office skillset Additional Information RRD's current salary for this role is $115,000/ year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. Shift: Monday through Friday, 8am to 5pm #GOC #LI-0925 #WLNAT #li-onsite RRD is an Equal Opportunity Employer, including disability/veterans At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate your cooperation as we work to maintain a transparent and equitable hiring process. All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

Job DescriptionCompany Description RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company’s proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact. Global organizations and regulated industries trust RRD to reduce complexity and drive audience connections across the entire customer journey. Job Description Schedule: Monday - Friday, 8:00am - 5:00pm The Account Manager is an operations leader who will communicate a vision for how Williams Lea best serves our clients across single or multiple service offerings, and who empowers and enables their team to bring that vision to life. The role focuses on executing service delivery, delivering operational excellence, implementing optimized cost to serve models, applying continuous improvement initiatives, and team growth and development. Job duties (* denotes an “essential function”) *Oversee contracted operation(s) to ensure needs of the contract and client are met while addressing needs of employees *People Leadership – develop a highly functioning client team *Responsible for full employee lifecycle of direct and indirect reports including, but not limited to interviewing and hiring; onboarding and induction; on-the-job training; professional learning, development, and growth; performance management including reviews and goal setting; talent management including succession planning for key roles; off-boarding management *Ensure direct and indirect reports understand and are compliant with company and client policies, service level agreements (SLAs) and expected quality of work, utilizing corrective action when necessary *Engage in regular and consistent communication with employees, hold regular team meetings and individual (1:1) meetings to ensure open lines of communication for company and client information, as well as to discuss clear expectations, performance and progress against goals and development *Foster cross-training and a sense of team work to optimize client service delivery Operational Leadership – ensure account meet or exceed client expectations *Establish, execute, and sustain quality service delivery through standard operating procedures, account planning, and achieving agreed-upon metrics and goals to ensure client satisfaction and exceptional employee performance *Ensure Engage is implemented and utilized by team according to best practices *Understand how Engage operates, the data it requires and generates. *Utilize Engage output for client reporting at an expert level and use data to manage team, workflow, quality and individual performance *Drive continuous improvement; keep client and manager informed of significant and potential issues, and communicate proposed solutions or processes that will avoid future or other potential issues; timely resolve issues escalated by the client *Manage staffing and workflow volumes; use workflow management system to justify headcount based on work volumes and allocate staffing resources by shift or service line accordingly Financial and Contractual Management *Review monthly P&L and submit necessary changes to financial analyst *Review all labor allocations; manage over-time and time-off to avoid non-billable charges *Create and distribute monthly invoice, ensuring it meets contractual requirements *Participate in the budget process; ensure all operational processes are managed to timeline and budget Customer & Account Leadership – *Manage relationships with clients by ensuring a high level of customer satisfaction *Create and present monthly Client Service Review (CSR); reflect on data presented and be prepared to discuss ideas for process improvement and benefits to the client to support informed decision-making *Solicit feedback from clients (client outreach) regularly *Educate clients on Williams Lea services already provided and those available through strong sense of the client’s business and the impact our services may have on their success *Identify opportunities for account growth, new services, resolutions to client challenges through communication with clients/end-users – escalate opportunities to manager Other Participate or lead due diligence, implementation (people, process, technology) for new business within own client account(s); participate on other or new client accounts Adhere to Williams Lea policies in addition to client site policies Qualifications • A Bachelor’s degree or equivalent experience is required, • Over 5 years’ experience and a proven track record of being a recognized leader and manager of people in a customer service intensive environment, • Demonstrated record implementing solutions that have resolved poor client, service or contract performance or difficult situations, or have improved or sustained satisfactory contract performance, • Excellent client service skills with a service-minded approach toward the client, • Proven experience in the delivery and management of complex or multi-service solutions for clients, • Minimum of two years of successful financial management; general understanding of how day-to-day and strategic decisions that impact P&L, • Able to make independent financial decisions for scope of responsibility, • Minimum of two years people management experience supporting employee lifecycle from onboarding to offboarding; use of manager self-service systems and experience with centralized HR functions, • Able to foster a team culture of high performance and continuous improvement that values learning and a commitment to quality, with an emphasis on client satisfaction, • Attention to detail with demonstrated organizational skills, • Must be able to meet deadlines and complete all projects in a timely manner, • Able to handle sensitive and/or confidential documents and information, • Able to make independent decisions that conform to business needs and policy, • Must be able to interact effectively with multi-functional and diverse backgrounds, • Able to work in a fast-paced environment, • Must be self-motivated with positive can-do attitude, • Intermediate to expert level Microsoft Office skillset, • Supervision Number and title(s) of direct reports (if any): 2 -15 direct reports, including Manager(s), Supervisor(s) and/or Associate(s) Additional Information RRD's current salary range for this role is $85,000 to $136,000/ year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. #WLNAT #LI-MY1 #LI-onsite RRD is an Equal Opportunity Employer, including disability/veterans At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate your cooperation as we work to maintain a transparent and equitable hiring process. All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

Job DescriptionSR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assist the Audit Director in supervising a team of auditors to assess risks and internal control environment of the bank's Wealth Management businesses. This individual will develop and execute detailed audit programs to evaluate the adequacy of the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities, analyze results of testing performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in a form of meetings, presentation, and written reports and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance with audit methodology and based on industry/institutional knowledge, emerging risks, and regulatory changes and expectations. Key areas of focus and involvement include: • Personal and Employee Benefit Trust Administration, • Retirement and Custody Services, • Specialty Wealth Assets, • Investment Advisory, • Broker/Dealer, • Investment Banking activities for CNB's Capital Markets, • Registered and Unregistered Fund Vehicles, • Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, innovative thinking with data analytics, robotic process automation and artificial intelligence, and demonstrates critical problem-solving leadership. WHAT WILL YOU DO? Leadership & People Management: • Leads/coaches a team of internal audit professionals at the individual audit level, • Implements the outcomes from the audit transformation program by leading the individual audit team members through the process changes., • Manages resource planning to ensure that there are sufficient engagement resources to meet plan for the individual audit., • Takes personal responsibility for a complete, multi-stage project (audit), • Participates in social, charitable or inclusive committees within Internal Audit, CNB or RBC. Audit and Assurance: • Plans, executes and leads complex projects using a risk based, cost effective and efficient process but is comfortable and eager to incorporate dynamic and transformative practices to deliver valuable assurance, advice and insights to management while proactively adding value to CNB., • Manages staff assigned to the engagement and reviews audit work for sufficient scope, testing, and for accuracy., • Quickly assesses all applicable risks (credit, liquidity, interest rate, price, operational compliance, strategic and reputation) and mitigating controls, designs comprehensive audit programs, executes audit procedures, supervises and reviews the work of others, analyzes and synthesizes results of testing, effectively communicates results to senior management to affect change, and delivers well written audit reports in a timely fashion., • Utilizes analytical, auditing and advanced excel/automation skills to complete assigned responsibilities., • Collaborates with other audit groups to effectively plan, integrate and execute audits., • Understands IT and fraud risks in order to identify key risks and controls in the business process or activity being audited., • Assess information security and privacy policies and procedures to identify weaknesses within the business process or activity being audited., • Leads and performs continuous monitoring activities periodically. Gathers and evaluates information received from business units and other external/regulatory sources., • Follow-up on audit issues to ensure completion of management action plans., • Ability to manage multiple audit assignments and work in a dynamically changing environment with minimal supervision., • Complies fully with all Bank policies, procedures, audit methodologies, training and regulatory requirements., • Tracks and manages audit resources to consistently meet the audit budget and audit plan mandates., • Takes responsibility to eagerly develop own personal and professional leadership skills and learning capabilities. Product/Business/Technology Knowledge • Consistently keeps informed of new services, products, industry and regulatory developments and risk events that have a significant technology and business impact., • Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts of 1933 and 1934 inclusive of exemptions under the Acts, FINRA requirements, MSRB Rules and the Dodd Frank Act especially the Volcker Rule is desired but not required if candidate can demonstrate the ability to quickly synthesize regulations or has an eagerness to learn., • Possesses knowledge of capital markets products, • Develops a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank operates, particularly in areas where audit responsibilities are assigned., • Discovers patterns, insights, trends and anomalies from straightforward analyses, data sets and visualization tools., • Executes basic analyses (e.g. descriptive) and creates simple visualization using standard tools., • Develops requests for advanced analytics by providing detailed explanations and responds to questions posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: • Continuously builds trusting relationships with Internal Audit peers and business management., • Acts as the key contact and responds to inquiries from business throughout the audit process., • Leverages stakeholder relationships to advance business and project objectives., • Prepares solutions to address potential roadblocks raised by others in response to recommendations., • Creates an open and constructive environment for negotiation and assures all parties that a fair solution will be attained., • Initiates discussions between parties to explore differences and help find common grounds Staff Performance and Mentoring • Acts as a role model/mentor to lower level audit professionals, • Enhances and maintains staff morale, • Challenges others’ thinking or approaches in a constructive manner., • Provides on-the-job training of staff auditors, and prepares and conducts formal/informal training for less experienced staff members., • Participate in interviews and evaluations of new applicants. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with a public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop people, • Certified Trust Compliance Professional (CTCP) Or, • Certified Fiduciary & Investment Risk Specialist (CFIRS) Or, • Certified Public Accountant (CPA) Or, • Certified Internal Auditor (CIA) Or, • Certified Information Systems Auditor (CISA) Or, • Chartered Financial Analyst (CFA) Or, • Certified Anti-Money Laundering Specialist (CAMS) Or Additional Qualifications, • Strong verbal and written communication skills, to effectively present to peers and business management., • Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive change., • Strong understanding of internal auditing standards, COSO and risk assessment practices., • Strong understanding of internal control concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions., • Strong working knowledge of banking industry laws and regulations, and understanding of the principles of Operational Risk, Market Risk, Credit Risk, and Liquidity & Funding Risk., • Ability to work independently and with varying team members, and multitask by prioritizing critical activities., • Experience in planning integrated business audits with technology auditors., • Ability to apply agile methodology and best practices to audit engagements., • Experience in coaching and/or mentoring others., • Experience in use of data visualization and reporting – e.g. Tableau, Alteryx, • Experience in recommending/implementing innovative solutions to improve processes. WHAT'S IN IT FOR YOU?Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #Li-KTB #Ca-KTB

Description The Grants Manager is responsible for oversight of all components of the grants cycle, including pre-award budget development, post-award monitoring, program sub-contract management, and grant closeout procedures. This individual provides technical assistance and guidance in the preparation, submission, processing and management of research grants, contract proposals, awards and all agreements for Research teams within the department. S/he ensures that the administration of sponsored programs related to research is in compliance with federal, state and private agency rules and regulations, as well as those of the Mount Sinai Health System. Responsibilities • Oversees the process, and provides assistance and guidance in the preparation of budgets, Grants and Contracts Office/Institutional Review Board paperwork, application forms, no-cost extensions and subcontracts. Responsible for supervision of Grants and Contracts Specialists and Financial Analyst(s)., • Reviews grants and contracts proposals and expenditures prior to submissions for accuracy, completeness and compliance with all applicable policies, procedures and regulations., • Ensures that grants and contracts applications are directed and submitted to appropriate committees (i.e., IRB; Financial Conflict of Interest in Research Committee) for review., • Acts as liaison with department administrators, faculty and extramural funding agencies (federal, state, local and non-profit organizations) to endorse any edits to the proposals prior to institutional endorsement., • Analyzes monthly grant activity, monitors grant spending reports and expenditures posted to assigned grant projects, and serves as liaison to Grants & Contracts Office, Sponsored Projects and other collaborating departments to ensure grants are being properly managed., • Reviews and provides supplemental and amended information to extramural sponsors on grant applications. Provides necessary data to Sponsored Projects for fund activation., • May implement, and supports special projects for the department or institute as needed., • May create and distribute funding opportunities packets, calendars and special alerts., • Other relevant duties as assigned. Qualifications • Bachelors degree required; MBA in related areas preferred., • 7+ years experience in grants management or closely relevant, preferably in health care or higher education, with a minimum of 3 years of supervisory experienced preferred. Compensation The Mount Sinai Health System (MSHS) provides salary ranges that comply with the New York City Law on Salary Transparency in Job Advertisements. The salary range for the role is $86772 - $143312.09 Annually. Actual salaries depend on a variety of factors, including experience, education, and operational need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits. Employer Description Strength through Unity and Inclusion The Mount Sinai Health System is committed to fostering an environment where everyone can contribute to excellence. We share a common dedication to delivering outstanding patient care. When you join us, you become part of Mount Sinai’s unparalleled legacy of achievement, education, and innovation as we work together to transform healthcare. We encourage all team members to actively participate in creating a culture that ensures fair access to opportunities, promotes inclusive practices, and supports the success of every individual. At Mount Sinai, our leaders are committed to fostering a workplace where all employees feel valued, respected, and empowered to grow. We strive to create an environment where collaboration, fairness, and continuous learning drive positive change, improving the well-being of our staff, patients, and organization. Our leaders are expected to challenge outdated practices, promote a culture of respect, and work toward meaningful improvements that enhance patient care and workplace experiences. We are dedicated to building a supportive and welcoming environment where everyone has the opportunity to thrive and advance professionally. Explore this opportunity and be part of the next chapter in our history. About the Mount Sinai Health System: Mount Sinai Health System is one of the largest academic medical systems in the New York metro area, with more than 48,000 employees working across eight hospitals, more than 400 outpatient practices, more than 300 labs, a school of nursing, and a leading school of medicine and graduate education. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time — discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it. Through the integration of its hospitals, labs, and schools, Mount Sinai offers comprehensive health care solutions from birth through geriatrics, leveraging innovative approaches such as artificial intelligence and informatics while keeping patients’ medical and emotional needs at the center of all treatment. The Health System includes more than 9,000 primary and specialty care physicians; 13 joint-venture outpatient surgery centers throughout the five boroughs of New York City, Westchester, Long Island, and Florida; and more than 30 affiliated community health centers. We are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. New York Eye and Ear Infirmary of Mount Sinai is ranked No. 12 in Ophthalmology. U.S. News & World Report’s “Best Children’s Hospitals” ranks Mount Sinai Kravis Children's Hospital among the country’s best in several pediatric specialties. The Icahn School of Medicine at Mount Sinai is ranked No. 11 nationwide in National Institutes of Health funding and in the 99th percentile in research dollars per investigator according to the Association of American Medical Colleges. Newsweek’s “The World’s Best Smart Hospitals” ranks The Mount Sinai Hospital as No. 1 in New York and in the top five globally, and Mount Sinai Morningside in the top 20 globally. Equal Opportunity Employer The Mount Sinai Health System is an equal opportunity employer, complying with all applicable federal civil rights laws. We do not discriminate, exclude, or treat individuals differently based on race, color, national origin, age, religion, disability, sex, sexual orientation, gender, veteran status, or any other characteristic protected by law. We are deeply committed to fostering an environment where all faculty, staff, students, trainees, patients, visitors, and the communities we serve feel respected and supported. Our goal is to create a healthcare and learning institution that actively works to remove barriers, address challenges, and promote fairness in all aspects of our organization.

Job Description At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio's cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world's largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk. At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our "Customer First", we strive to ensure their success. We embrace our differences and are "Better Together" as One Reltio. We are always looking to "Simplify and Share" our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We "Own It". Every day, we innovate and evolve, so that today is "Always Better Than Yesterday". If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence. Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture, and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you're ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let's talk! Job Summary: In this strategic role as a Solution Architect in Professional Services, you are an individual contributor, showcasing expertise in MDM design patterns and program-level strategies, adhering to MDM principles and best practices. Your focus will be on ensuring the quality, efficiency, and accuracy of implementations for Reltio, our partners, and customers. This pivotal role encompasses oversight of customer-facing, partner-facing, and internal processes, positioning you as the foremost technical authority within Professional Services. Job Duties and Responsibilities: Being a senior technical resource on the team with deep and demonstrable knowledge of technology, architectural design, integration patterns, MDM as well as good understanding of Reltio's capabilities and directionOversees technical and architectural Reltio MDM solution designs, ensuring alignment with the company's standards and client requirements • Design robust agentic workflows using Reltio's Agent Flow platform that integrate with core systems and event sources., • Contribute to internal Agentic tooling, playbooks, and best-practice documentation and framework., • Manages and takes responsibility for Reltio deliverables maintaining a proven track record in delivering successful Professional Services engagements. Applies Reltio's best practices in a prescriptive mannerLeads & guides Reltio Customer and Partner technical teamResponsible for the definition & design the Reltio MDM solution and architecture for Customer implementations leveraging MDM principles and Reltio's best practicesEnsures quality, efficiency and accuracy of implementations for Reltio, our implementations partner and our customers • Support multiple customer projects simultaneously with onshore & offshore team members, • Coordinates with Product Management, Engineering, Development Operations, Customer Success if needed, • Develops meaningful and trusted relations with customer and partner resources, • Develops repeatable assets such as methodologies, tools, templates, guidelines for the betterment of the Professional Services practice, • Excellent communication skills - written and verbal Skills You Must Have: • At least 6 years of overall technology implementations and progressive delivery in a technology or professional services organization delivering moderate to complex technology solutions, • Ideally have 2 years experience with MDM platforms and has completed 2 MDM implementations, • Experience deploying and operationalizing LLM- or agentic systems (prompting, orchestration, evaluation, guardrails). Knowledge of Software as a Service (SaaS), Cloud delivery, and other SaaS platforms/solutions Knowledge of CRM (Salesforce, Veeva), ERP, accounting systems and provisioning systems is recommendedExperience with Object Oriented technologies • Experience with business process and governance is recommended, • Industry / Domain experience, • Minimum Bachelor's degree in Computer Science, Engineering, or a technical field, • Master's degree in a technical field is recommended, • Certifications in Java, Scrum/Agile methodology, cloud provider certifications At Reltio, we carefully consider a wide range of compensation factors to determine your personal top of market. We rely on market indicators to determine compensation and your specific job family, background, skills, and experience to get it right. These considerations can cause your compensation to vary and will also be dependent on your location. Overall Market Range $114,000—$240,000 USD Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.

Job Overview: The Credit Analyst processes applications from new customers as well as existing ones who like to establish credit terms or adjust their current credit line. The analyst reviews the application for indications of fraud and perform necessary research to conduct background check. S/he interacts with customers in a timely manner to gather necessary information required to process the application. Up on approval, the analyst updates the customer profile, enter credit limits in to the system and informs the applicant the result of their application. In conjunction with the team, s/he manages department phone queue line, mailbox, requests from Sales, A/R etc. Additionally, the Analyst monitors customer’s accounts on an annual basis and produces reports as needed. Essential Responsibilities: • Processing business credit applications for credit terms account., • Investigating and assessing credit worthiness of applicants., • Setting up open accounts with a credit limit and entering pertinent verified information on the account profile., • Assisting and communicating with Sales, Marketing, A/R, financial institutions and businesses on ongoing daily issues, requests., • Performing periodical review through scoring or requesting updated credit information on existing active accounts with high activity/volume. Specific Knowledge, Skills and Abilities: • Effective problem solving & analytical skills, • Excellent written and oral communication skills., • Excellent organizational skills and attention to detail.

The Atlantic Group has partnered with an investment management group in the Midtown, Manhattan area. They have an immediate need for a Trade Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Portfolio/Trade Review Analyst Leading investment management firm is seeking a Portfolio/Trade Review Analyst to support the Chief Compliance Officer and Head of Risk Management. This role will focus on trade allocation, compliance monitoring, risk controls, and operational support, with exposure to Portfolio Management, Risk, Operations, Legal, Accounting, and Tax. Work Schedule: 4 days in office / 1 day remote Responsibilities: -Monitor trades for compliance with investment guidelines and regulatory requirements. -Develop reports and SQL-based diagnostics and testing. -Oversee daily trade allocation processes and work with developers on allocation rules. -Assist with legal and tax reviews of trades and investment agreements. -Support employee personal trading and compliance surveillance. -Conduct periodic compliance reviews, including communications, OFAC, gifts & entertainment, and political contributions. -Respond to ad hoc compliance and trade-related requests. Qualifications: -Bachelor’s degree. -2–8+ years of relevant experience. -Working knowledge of SQL, Python, R, or similar programming language. -Strong Excel, analytical, and problem-solving skills. -Financial database/compliance experience. -Familiarity with fixed income products a plus. Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID:50532

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. Job Description The Analyst, M&A and Strategy will support the evaluation and execution of inorganic growth strategies and opportunities, including acquisitions, strategic partnerships, and other strategic initiatives. Will report directly to the Director, M&A and Strategy and have a high-level of interaction with senior leadership across the firm. This role provides exposure to senior leadership, board-level decision-making, and key complex strategic initiatives at a growing alternative asset management platform. It is well-suited for a high-performing banking analyst seeking a long-term, corporate strategic role within the alternatives industry. Primary Responsibilities Financial Modeling & Analysis • Build and maintain complex financial models related to acquisition targets and internal business planning, • Analyze transaction structures, valuation drivers, earnouts, and financing considerations, • Produce transaction financial and valuation analyses including accretion / dilution, IRR, public and private market comparables, etc., • Support due diligence by synthesizing financial, operational, and market data into actionable insights M&A and Strategic Support • Support evaluation and execution of M&A transactions and strategic partnerships, • Prepare deal committee and board materials for potential transactions, • Coordinate with internal stakeholders and external advisors, • Assist in integration efforts post-announcement including the project management of integration work streams across key functional areas Valuation & Market Analysis • Perform peer valuation and comp. set analysis across other public asset managers, • Analyze trading multiples, precedent transactions, and other market data points, • Track peer disclosures, earnings, and investor day materials to inform public shareholder strategy, as well as other private market transactions in the asset management space, • Maintain an internal CRM of the M&A pipeline and target lists Presentation & Materials Development • Draft high-quality presentations for senior management and board meetings that clearly articulate complex topics, analysis and conclusions ensuring materials are analytically rigorous and executive-ready, • Any additional responsibilities or special projects as assigned. Qualifications • Bachelor’s degree in Finance, Economics, or related field., • 2-3 years of experience in:, • Investment banking (Financial Institutions Group, Asset Management, M&A, Leveraged Finance or similar) and/or Corporate Development (financial institution preferred), • Demonstrated interest in alternative asset management and private markets, • Demonstrated expertise in financial modeling and valuation, • Advanced Excel and PowerPoint skills, • Familiarity with financial databases (e.g., CapitalIQ, PitchBook, etc.), • Strong understanding of financial statements and accounting concepts, • Exceptional attention to detail and ability to produce investor‑grade materials., • Strong written and verbal communication skills; comfort working with senior leadership., • Ability to manage multiple deadlines and work in a fast‑paced, dynamic environment., • Willingness to work extended hours., • Ability to travel (approx. 10-15%). Expected annual salary range: $130,000-170,000 The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.

Investment Analyst / Associate – Real Estate Private Credit Location: New York City A leading alternative investment firm is seeking an Investment Analyst / Associate to join its growing investment team. The firm invests across real estate credit, private credit, structured finance, and other asset-backed investment strategies. The successful candidate will work closely with senior investment professionals throughout the investment lifecycle, including underwriting, due diligence, structuring, execution, and ongoing portfolio management. This is an opportunity to join a lean investment team and gain significant transaction exposure and responsibility. Key Responsibilities • Evaluate and underwrite new real estate and private credit investment opportunities, • Build and maintain detailed financial models analyzing asset-level and investment-level cash flows, returns, credit metrics, and downside scenarios, • Perform credit, collateral, valuation, and portfolio performance analysis, • Conduct due diligence on prospective investments, including review of financial statements, operating information, third-party reports, legal documentation, market data, and other investment materials, • Assist with transaction structuring, term sheets, documentation, and execution, • Prepare investment committee memoranda, presentations, portfolio reviews, and other analytical materials, • Monitor existing investments, including financial performance, covenants, collateral, valuations, and other key performance indicators, • Perform periodic re-underwriting and scenario analysis and identify potential investment risks, • Conduct company, industry, real estate market, and macroeconomic research to support investment decisions, • Work closely with senior investment professionals and other internal and external stakeholders throughout the investment process, • Assist with portfolio reporting, valuation, and other investment management initiatives Qualifications • Approximately 2–4 years of relevant professional experience, • Experience in real estate investment, real estate credit, private credit, structured finance, investment banking, commercial banking, private equity, or a related investment role, • Bachelor's degree in finance, economics, real estate, mathematics, business, or another relevant discipline, • Strong financial modeling and analytical skills, • Advanced proficiency in Excel; experience with Argus and/or Python, VBA, SQL or other analytical tools is a plus, • Experience analyzing credit, cash flows, capital structures, investment returns, and downside scenarios, • Strong written and verbal communication skills, • Ability to prepare clear, concise investment memoranda and presentations, • Strong attention to detail and ability to manage multiple priorities in a fast-paced investment environment, • Intellectual curiosity, strong work ethic, and desire to take increasing ownership of investments and transactions The Opportunity This position provides significant exposure to senior investment professionals and the opportunity to participate in transactions from initial underwriting through closing and ongoing asset management. The successful candidate will have the opportunity to develop broad experience across real estate and private credit while taking on increasing investment and transaction responsibility over time. Title and compensation will be commensurate with experience.

Job Description Customer: Japanese Commercial Bank at NY Job Title: Business Analyst – Market System Location: Manhattan Onsite: 80% Remote: 20% Working Time Zone: Eastern Time Project Duration Start Date: 10/1/2026 End Date: N/A Extension Possible: Yes Potential Extension End Date: (Not specified) Position Summary ・Support a large-scale Capital Markets transformation program at a commercial bank involving the replacement of Rates and FX trading platforms. Responsibilities include: ・Business and system impact assessments across upstream and downstream applications ・Stakeholder coordination across Japan Head Office, U.S. Branch, and Capital Markets business units ・Support for project planning and delivery throughout discovery and implementation phases ・The program is expected to continue beyond the initial implementation, offering opportunities to support subsequent phases and related initiatives. Minimum Qualifications ・7+ years of experience in banking technology or Capital Markets projects ・Experience in business analysis and system analysis for banking applications ・Strong understanding of Capital Markets products (Rates and/or FX) ・Experience conducting impact assessments across multiple applications and interfaces ・Experience managing stakeholders across business and technology organizations ・Strong project management and coordination skills ・Excellent communication and documentation skills ・Ability to work effectively in a global environment with teams in Japan and the U.S. Desired Qualifications ・Experience with Treasury, Trading, Risk, Market Data, DWH, or Regulatory Reporting systems ・Experience in market system replacement or large-scale transformation programs ・Knowledge of data flows between front-, middle-, and back-office platforms ・Experience working with Japanese financial institutions ・Experience managing cross-border projects involving Japan Head Office and overseas branches ・Familiarity with Agile, Waterfall, or hybrid methodologies ・Bilingual English/Japanese Education Qualifications ・Bachelor's degree or above, OR equivalent practical experience

Job Description Our global business is growing rapidly so we are recruiting Associates (1-4 years’ experience) across our teams in New York. Associates play a vital role providing a world class service to our candidates and clients in all the countries and markets in which we operate. Associates take part in a robust onboarding and development program to ensure they are well equipped to work collaboratively and effectively with a range of colleagues, and develop a successful career in recruitment. What you will do • Engage with, and cultivate a candidate network – developing your own personal brand and reputation within your market, • Support colleagues with the execution of projects mandated by clients – taking ownership at critical stages of the process, • Play a lead role in defining and executing search strategies, • Identify, approach and engage with candidates for specific requirements using a range of research tools and methodologies, • Keep up to date with market trends and developments. Updating relevant team members when appropriate, • Develop and execute on a range of talent attraction strategies, • Build and develop your career in recruitment benefiting from training and development opportunities which allow you to progress rapidly within our business Basic qualifications • 1-4 years’ experience in a recruitment environment (ideally executive search), • Professional approach to work and a self-starter, • Exemplary communication skills, both written and verbal, • Natural curiosity and willingness to learn from experienced colleagues, • Strong desire to build a career in recruitment with some knowledge of the industry, • Ability to deliver on numerous tasks at any one time and prioritise effectively, • The appropriate authorisation to work in the US without visa sponsorship About The Barton Partnership Having been founded in 2007, The Barton Partnership has established itself as the pre-eminent and a multi award-winning, niche, executive recruitment firm providing permanent search and independent consulting services across all aspects of Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. We have offices in London, New York, Chicago, Paris, Singapore, and Hong Kong. Our clients include FTSE listed and Fortune 500 companies across all sectors/industries; SMEs, Strategic, Innovation & Management Consulting firms (large and boutique), Global Financial Services, Private Equity and Venture Capital organisations. Our network represents talent from Analyst to Partner/MD level across all disciplines and sectors associated with Strategy & M&A, Digital, Data & Analytics, ESG & Sustainability, and Transformation & Change. Our independent consulting business provides clients with individuals and teams for business-critical projects across Europe, North America and AsiaPac. We maintain a curated global network of more than 5,000 independent Consultants, and in 2022 we ranked Gold for Consulting Networks in the UK’s Leading Management Consultants report by the Financial Times. The key to our success lies in the experienced talent we have acquired ourselves. Our team consists of industry veterans and former tier-one strategy consultants working alongside sector-specialised experienced recruiters, which gives us a clear and distinct advantage in understanding the needs of the people we work with, whether you are an employer seeking new talent or an individual looking for a career change. TBP is proud to be an equal opportunities employer. We believe that diversity and inclusion among our colleagues is critical to our success as a global organisation. Employment at TBP is based solely on a person’s merit and qualifications directly related to professional competence. We do not discriminate against any employee or applicant because of age, race, disability, sex, gender reassignment, sexual orientation, pregnancy, maternity, race, religion or belief, marriage and civil partnerships. Powered by JazzHR PwldifFJ5r

Who You Are: You are hands-on, detailed-oriented, collaborative, and have exceptional communication skills. You are passionate about financial analysis and how it impacts critical business decisions. You are passionate about improving existing processes, ensuring consistency, and adapting to the needs of a complex and growing business. You are comfortable with interfacing directly with international departments, cross-functional partners, and executive management. What You’ll Do: • Oversee all US America Wholesale divisions monthly forecasting, budgeting, and month-end close, • Analyze sales, margin, and operating expense trends for the Wholesale division, • Consolidate US and CA Wholesale reporting to review total NA, • Manage Global Production, Design and Merchandising expenses, • Partner with divisional president and cross functional business partners to develop financial presentations to the CEO and other senior executives, • Compile and Review Wholesale reports to prepare for the quarterly earnings release, • Perform ad hoc projects and scenario analysis for Wholesale executives on an as needed basis, • Manage and mentor one Financial Analyst You’ll Need to Have: • Bachelor’s Degree in Accounting or Finance, • Minimum of 7 years’ work experience in a fast-paced environment in an analytical capacity, • Proven leadership ability, as well as strength in building internal partnerships, • Demonstrates flexibility in a fast‑paced environment with evolving needs., • Critical thinker with the ability to identify process and efficiency improvements, • Strong quantitative, analytical skills with attention to detail and accuracy, • Strong communication and presentation skills; including the ability to provide written and verbal direction effectively, • Project management skills, from initial idea through execution, • Strong Excel skills are a must We’d Love to See: • Retail industry experience preferred, • Public company experience preferred, • Experience with licensing accounting a plus, • Experience with Hyperion Planning/Reporting and Essbase a plus, • Organized with an ability to manage multiple projects with strict deadlines, • Must be a team player, with the ability to coach and develop MK Perks: • Generous Paid Time Off & Holiday Calendar, • Summer Fridays, • Internal Mobility Across Brands, • Cross-brand Discount, • Exclusive Employee Sales, • Fav 5 Cards (MK Discount for friends and family), • 401k Match, • Paid Parental Leave, • Thrive Wellness Program, • Commuter Benefits, • Gym Discounts The Company is an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at CapriTalentAcquisition@CapriHoldings.com. In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience. About Us: Michael Kors is a world-renowned, award-winning designer of luxury accessories and ready-to-wear. His namesake company, established in 1981, currently produces a range of products under Michael Kors Collection, Michael Kors, and Michael Kors Mens, including accessories, ready-to-wear, footwear, watches, jewelry, and a full line of fragrance products. Michael Kors stores are operated in the most prestigious cities in the world, including New York, Los Angeles, Chicago, London, Milan, Paris, Dubai, Seoul, Tokyo, Hong Kong, Shanghai, and Rio de Janeiro. In addition, Michael Kors operates digital flagships across North America, Europe, and Asia, offering customers a seamless omnichannel experience. At the center of it all is a designer who has created an enduring and iconic luxury lifestyle brand with a distinctive point of view and global reach. Michael Kors has a sharp focus on providing his customers with accessories and clothes that are consistently polished, chic, relaxed, and glamorous. Kors has also been the recipient of numerous industry awards and accolades within the fashion industry. The fashion designer also focuses on giving back. For more than 35 years he has been a passionate supporter of God’s Love We Deliver, a New York-based non-profit organization that cooks and delivers nutritious meals to people living with serious illnesses in and around New York City. In 2013, in a move to broaden his philanthropic efforts, Michael Kors launched “Watch Hunger Stop,” partnering with the United Nations World Food Programme (WFP) to help fight world hunger. Proceeds from annual special-edition products and other targeted initiatives help provide food to children through WFP’s school meals program. To date, Michael Kors has helped WFP deliver over 35 million meals (and counting) to hungry children.

Company Description GBI is a leading precious metals trading platform that enables individuals and institutional clients to buy, sell, and hold physical gold, silver, platinum, and palladium. We take compliance seriously — our KYC and AML program is a core part of how we maintain trust with our customers and regulators alike. We are looking for a dedicated compliance professional to own this function end-to-end. Role Description The KYC/AML Compliance Analyst will be the primary owner of GBI's customer onboarding compliance program. This individual will be responsible for reviewing and approving new account applications, managing our third-party KYC/AML platform configuration, building and maintaining customer risk profiles, and ensuring our processes remain aligned with FinCEN, BSA, and precious metals dealer regulations. This is a hands-on, ownership-oriented role where the successful candidate will take initiative to define, design, and continuously improve GBI's KYC/AML program — not simply execute within one. It is best suited for a compliance professional who thrives in a fast-paced fintech environment, values a customer-friendly onboarding experience, and wants to build something meaningful. Core Responsibilities Account Onboarding & Document Review • Review and adjudicate new account applications submitted by retail and institutional customers, • Examine and verify identity documents including government-issued IDs, passports, and business formation documents (Articles of Incorporation, EIN letters, operating agreements), • Conduct Enhanced Due Diligence (EDD) for high-risk customers, PEPs, and complex entity structures, • Approve, pend, or decline account applications based on risk assessment findings, • Communicate professionally with customers and internal teams to resolve document deficiencies, • Create KPI’s and report to management on a weekly basis KYC/AML Platform Configuration & Management • Own the configuration of GBI's third-party compliance platforms: Socure (identity verification), Riskified, and Signifyd, • Build and tune rule sets, decision logic, and automated workflow triggers within the platform, • Manage vendor relationships and escalate platform issues or enhancement requests, • Monitor system performance and flag configuration gaps that create compliance exposure Risk Profiling & Ongoing Monitoring • Develop and maintain customer risk rating methodologies appropriate for the industry, • Assign and periodically reassess risk scores across the customer base, • Monitor transactional activity for AML red flags and unusual patterns, • Conduct periodic reviews (annual, triggered) of existing customer profiles Regulatory Compliance & Reporting • Ensure GBI's KYC/AML program remains current and compliant with applicable regulations including: – Bank Secrecy Act (BSA) – FinCEN Customer Due Diligence (CDD) Rule – OFAC/Sanctions screening requirements • File Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) as required, • Maintain thorough records in support of regulatory examinations and audits Process Ownership & Improvement • Document KYC/AML policies, procedures, and workflows and keep them current, • Identify operational gaps and propose improvements to reduce manual effort and risk, • Partner with technology and product teams on compliance-related feature development, • Train internal staff on KYC/AML requirements and escalation procedures, • Maintain records of cadenced meetings, management approvals, training sessions, SAR filings, etc. Required Qualifications • 3–6 years of hands-on KYC/AML experience, preferably in fintech, payments, commodities, or a regulated financial services environment, • Direct experience reviewing and approving customer identity documents and onboarding files, • Working knowledge of BSA/AML regulatory requirements, CDD rules, OFAC screening, and SAR/CTR obligations as they apply to precious metals dealers, • Experience configuring or working within KYC/AML technology platforms; hands-on experience with Socure, Riskified, or Signifyd is a strong plus, • Demonstrated ability to build or contribute to risk rating frameworks and customer risk profiles, • Strong attention to detail and ability to make sound, documented decisions on complex cases, • Excellent written communication skills for case documentation and customer correspondence Preferred Qualifications • CAMS (Certified Anti-Money Laundering Specialist) certification — strongly preferred, • CFCS (Certified Financial Crime Specialist) or CFE (Certified Fraud Examiner) a plus, • Familiarity with AI and machine learning tools in a risk or compliance context, include experience developing governance frameworks or policies around their use, • Prior experience at a precious metals dealer, commodity trading firm, or FinCEN-regulated MSB, • Experience owning AML program design rather than solely executing tasks within an established program, • Exposure to CIP (Customer Identification Program) design and documentation Key Competencies • Ownership Mindset, • Takes accountability for outcomes, not just tasks, • Regulatory Acumen, • Keeps pace with evolving BSA/AML obligations, • Analytical Judgment, • Makes sound decisions on ambiguous or complex cases, • Tech-Forward, • Comfortable configuring and optimizing compliance tooling, • Communication, • Clear and professional across customers and internal teams, • Process Builder, • Documents, refines, and scales compliance workflows What We Offer • Competitive base salary ($80,000 – $120,000) commensurate with experience, • Performance bonus tied to compliance program health and operational metrics, • Health, dental, and vision insurance, • 401(k) with company match, • Hybrid work schedule — 2 to 3 days per week in our New York City office, • A high-impact role with direct visibility to senior leadership

Job Description Position Summary The Investor Relations Associate will support Redwood Trust's investor relations strategy by serving as a key liaison between the company and the investment community. This role will assist with investor communications, earnings preparation, market intelligence, and shareholder engagement initiatives. In addition, the role will support select public relations and external communications efforts that enhance Redwood Trust's visibility with investors, media, and other key stakeholders. The ideal candidate will have 3–5 years of investor relations experience, preferably with a background in sell-side equity research or capital markets, and possess strong financial analysis, communication, and relationship management skills. This role will be out of either our Mill Valley, CA office or our NYC office. Responsibilities & Duties • Support the execution of Redwood Trust's investor relations strategy and day-to-day investor communications., • Assist in the preparation of quarterly earnings materials, including presentations, scripts, Q&A documents, and supporting analyses., • Coordinate investor meetings, conferences, roadshows, and non-deal roadshows., • Maintain relationships with existing and prospective institutional investors and sell-side analysts., • Monitor analyst research, market trends, peer performance, and investor sentiment, providing regular updates to senior leadership., • Prepare reports and presentations for executive leadership and the Board of Directors regarding shareholder activity and market developments., • Maintain the investor relations calendar and coordinate logistics for earnings calls and investor events., • Support the preparation of investor-facing materials, including presentations, fact sheets, and website content., • Partner with the Marketing team to support external communications and media outreach related to key corporate events, including earnings announcements, significant stock price activity, joint ventures, strategic partnerships, and other material business developments., • Assist in coordinating with external publications, financial media outlets, and industry organizations to help ensure consistent and effective communication of the company's strategy, performance, and key initiatives., • Collaborate with Finance, Legal, Accounting, Marketing, and Executive Leadership to ensure accurate, timely, and consistent external communications., • Assist in responding to investor inquiries while maintaining compliance with SEC regulations and disclosure requirements., • Maintain investor databases, shareholder records, and CRM systems., • Support special projects related to capital markets, investor outreach, and strategic communications as assigned. Required Experience, Skills, & Competencies • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field., • 3–5 years of experience in Investor Relations, Equity Research, Investment Banking, or Capital Markets., • Sell-side equity research experience strongly preferred., • Strong understanding of financial statements, valuation methodologies, and public company reporting., • Excellent written, verbal, and presentation communication skills., • Strong analytical and financial modeling capabilities., • Advanced proficiency in Microsoft Excel and PowerPoint., • Ability to synthesize complex financial information into clear and compelling investor communications., • Highly organized with exceptional attention to detail and the ability to manage multiple priorities., • Ability to work independently while collaborating effectively across cross-functional teams., • Professional demeanor with strong interpersonal and relationship management skills., • Experience interacting with media, public relations teams, or external communications partners is a plus., • Familiarity with SEC disclosure requirements and public company investor communications is preferred. A reasonable estimate of the base compensation range for this role is $125,000-$155,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Career Renew is recruiting for one of its clients a Technical Product Manager, Data and Internal Products - this is a fully remote position for US-based candidates. Salary range: 180-230K USD plus benefits plus equity. We are the leading provider of innovative identity and risk solutions, empowers institutions and individuals to transact confidently with one another by preventing synthetic fraud, identity theft, and emerging forms of first party fraud at the point of account application. Its solutions enable these secure transactions by leveraging a deep understanding of identity and risk, and are informed by machine learning models and insights from a team of top risk analysts. We proudly serve a broad array of financial institutions, from the largest U.S. banks to leading credit unions and fintech unicorns to help stop fraud at account opening and beyond. Headquartered in San Francisco, the company was founded in 2017 by Naftali Harris and Max Blumenfeld and it has raised $85M to date from investors including Andreessen Horowitz, Craft Ventures, and NYCA Partners, among others. We are looking for a Data Product Manager with 5+ years of experience to lead internal initiatives within our Tech organization. This person will build and maintain our core internal technology, spanning critical datasets, internal services, and the underlying platforms that support our products and analytics. What will you be doing? Own the product vision, roadmap, and execution for internal technical initiatives, with a strong focus on dataintensive systems. Lead cross-functional efforts to improve the quality, reliability, and usability of internal systems, including datasets and shared services. Drive long-term initiatives to future-proof internal data and technology assets, ensuring they scale with evolving needs. Partner with engineering, data science, solutions analytics, and product stakeholders to understand use cases and clarify requirements. Manage prioritization across competing internal demands, balancing immediate impact with long-term strategic value. Key Requirements 5+ years of experience with data-heavy or platform-oriented products, with a focus on ML/Data Science strongly preferred. Hands-on experience working with large datasets (e.g., Spark, Databricks, BigQuery, Snowflake). Strong understanding of big data concepts, data pipelines, data cleaning/normalization, and data modeling. Demonstrated ability to partner effectively with engineering, data science, and analytics teams on deeply technical problems. Experience driving large internal initiatives with multiple stakeholders and managing cross-functional dependencies. Tech stack Spark, Databricks, BigQuery, Snowflake Requirements: 5+ years of experience PM, founder, or equivalent cross-functional product role (Mandatory) Resume must show both big data product work and internal tooling experience with specific projects named (Mandatory) At least 1 year at a Series B/C startup; current or most recent role must be at a startup, not big tech (Mandatory) Prior engineering title required (SWE, data scientist, ML engineer, or highly technical data analyst) (Mandatory) Data pipeline experience required: production-level work with data ingestion, cleaning/normalization, and modeling with specific tools cited (Mandatory) Python and AWS familiarity required; big data tooling (Spark, Databricks, BigQuery, Snowflake, or Redshift) must be explicitly named on resume (Mandatory) Domain experience in fintech, payments, fraud, or identity is a significant differentiator (Nice-to-have) Located and authorized to work in the United States. (Mandatory) Why you should join Market-leading fraud prevention company - We're the go-to identity verification solution for major US banks, credit unions, and fintech unicorns, processing hundreds of millions of identities. $85M raised from top-tier investors - Backed by Andreessen Horowitz, Craft Ventures, and NYCA Partners with strong financial runway. Forbes Fintech 50 recognition - Named to the prestigious list every year since 2023, plus we made history as the first eCBSV provider. Competitive compensation package - $180K-$230K base salary plus equity and comprehensive benefits including employer-paid health insurance for you and dependents. Remote-first culture - Work from anywhere in the US with flexible PTO and regular company-wide in-person events.

Software Guidance & Assistance, Inc. (SGA) is searching for a Technical Business Analyst for a contract assignment with one of our premier financial services clients in New York, NY. This role is part of the Wealth Management Monitoring Department, within Non-Financial Risk Technology. This team supports the Risk and Compliance divisions with tools and applications to assist them with their task of monitoring Financial Advisor's compliance with the Firm's policies and procedures. As a Business Analyst/Data Analyst, you will be responsible for providing business analysis, project management, and data analysis support for building models; eliciting and documenting business requirements, user acceptance testing, data analysis, and product support. The ideal candidate should have the skills listed below, and is a self- driven, dedicated individual who works well in a team and thinks and acts strategically. When faced with a problem, the candidate should be able to ask questions and leverage the skills and expertise of those around them. Responsibilities: • Elicit, analyze, generate Business requirements documents (including Agile user stories, proof of concept models, and supporting documentation), • Analyze data sets to determine data gaps and work with cross functional teams to bridge the gap, • Liaise with the development team to ensure the product is developed according to specifications, • Conduct Behavior-Driven Development (BDD), write and execute User Acceptance Testing (UAT) test plan, • Create and manage the overall project plan at the project level; and escalate delays to the program lead., • Lead cross-functional teams, facilitate stakeholder communication, and manage project risks, ultimately contributing to the successful delivery of business solutions., • Mentor the junior members of the team Required Skills: • Bachelor's degree in computer science or similar, • Minimum 10 years of experience in global organizations as a Business Analyst., • Proficiency in Data Analysis, with working experience in SQL and relational databases, • Established technical knowledge in software development life cycle and agile methodologies., • Strong communication skills, both verbal and written; as well as work in an international team setting., • Collaborate effectively across a variety of IT and Business groups, across regions and roles., • Self-motivated individual and creative thinker who will take ownership of tasks assigned., • Ability to problem solve and have creative solutions in challenging environments, • Able to thrive in a fast-paced, high energy, demanding and team-orientated environment, • Good customer service skills. Ability to deal with difficult situations gracefully., • Experience in trade lifecycles and asset classes, Equity, Fixed Income, Options, Futures, • Understanding of Compliance surveillance platforms (Actimize, MANTAS, SunGard, SMARTS) and their models, Wash trades, Marking the Open/Close, Spoofing, Insider Trading, etc. Preferred Skills: • IT Project Management and SDLC experience (Waterfall/Agile) and experience with BDD., • Experience working in medium to large-scale development projects., • Knowledge of trades data, positions data, reference data. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/. SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

Quantitative Analyst, CLO Portfolio Management Jefferies Credit Partners | New York, NY Position Overview Jefferies Credit Partners is seeking a highly analytical Quantitative Analyst to support its CLO and structured credit investment platform. This individual will work closely with Portfolio Managers and investment professionals to provide portfolio analytics, performance attribution, cash flow analysis, and structured credit modeling across the firm's CLO business. This role is for someone who enjoys working with numbers, has strong quantitative capabilities, and wants direct exposure to investment decision-making. The ideal candidate will have experience analyzing CLO portfolios, structured credit products, and investment performance while developing tools and models that support portfolio management activities. Key Responsibilities • Perform quantitative analysis across CLO portfolios and other structured credit products., • Produce portfolio attribution and performance analytics to help evaluate investment outcomes and drivers of returns., • Analyze portfolio cash flows, projected returns, and investment performance metrics., • Support CLO portfolio managers with trade analysis, relative value assessments, and portfolio optimization exercises., • Calculate IRRs and develop cash flow models to evaluate investment opportunities and portfolio performance., • Develop and maintain analytical tools and dashboards used by the investment team., • Conduct light structured credit modeling and scenario analysis to assess portfolio risk and expected performance., • Assist with reporting, surveillance, and management of CLO portfolios throughout their lifecycle., • Contribute analytical insights that directly support front-office investment decisions. Required Qualifications • Bachelor's degree in Finance, Mathematics, Statistics, Engineering, Economics, Computer Science, or another quantitative discipline., • 2-4 years of relevant experience within CLOs, structured credit, leveraged finance, fixed income analytics, portfolio analytics, or credit investing., • Strong mathematical and analytical ability with a demonstrated interest in financial markets and structured products., • Understanding of investment performance measurement, attribution analysis, and portfolio analytics., • Experience building or working with cash flow models and return calculations., • Ability to calculate and analyze IRRs, expected returns, and portfolio performance metrics., • Advanced Excel skills and strong quantitative problem-solving capabilities., • Excellent attention to detail and communication skills. Preferred Qualifications • Direct CLO experience strongly preferred., • Understanding of CLO structures, waterfalls, collateral portfolios, and liability management., • Familiarity with structured credit modeling., • Experience supporting portfolio managers or investment teams in a front-office environment., • Experience at a CLO manager, bank CLO platform, asset manager, or structured credit investment firm. New York, NY Full Time Salary Range of $100,000-150,000.

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Salesforce and Email Marketing Specialist Under the general direction of the Marketing Technology and Operations Manager, the Salesforce and Email Marketing Specialist supports Katten’s Salesforce CRM platform and email marketing function. The Specialist builds and deploys email campaigns in Vuture and contributes to email marketing strategy, including audience segmentation, cadence, and performance measurement. The role works closely with the Firm's Digital Marketing Analyst as well as other Marketing team members. The Specialist supports attorney and staff users and works on Salesforce configuration, process automation, reporting, documentation, and general system troubleshooting. The Specialist actively participates in discovery sessions, helping to translate business needs into scalable platform solutions. The Specialist also ensures that CRM data standards are followed to keep the Firm's database accurate and trustworthy. The role requires clear communication with both technical and non-technical audiences and strict confidentiality in all client and Firm matters. This position can be located in the Chicago, Washington D.C. or New York office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Regular and predictable attendance is an essential function of the position. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Configure and maintain the Salesforce platform, including core object and field setup, validation rules, page layouts, user permissions, and supported third-party integrations., • Create and maintain screen flows and process automations that streamline data entry, approvals, and repetitive user tasks., • Work closely with the Marketing team to design and maintain reports and dashboards that give attorneys, business professionals, and Firm leadership visibility into pipeline, activity, and client relationships., • Ensure data integrity through regular audits and consistent data hygiene standards across the Firm., • Partner with stakeholders across the Firm to gather requirements and translate them into scalable Salesforce solutions that users will adopt., • Champion CRM best practices Firmwide, reinforcing consistent data entry habits and effective use of platform functionality., • Support attorney and staff users with Salesforce onboarding and manage upkeep of written and video training materials., • Stay current on Salesforce releases and evaluate new features and AppExchange tools relevant to a professional services environment. Knowledge, Skills and Abilities • Bachelor’s degree and three or more years of experience as a Salesforce Administrator or Salesforce Consultant. Experience in a law firm, consulting, or professional services environment preferred. Salesforce Administrator certificate required., • Hands-on experience with a marketing automation or email marketing platform such as Vuture, Marketing Cloud, Pardot, or HubSpot, including building and deploying campaigns, managing audience segmentation, building forms and landing pages, and interpreting engagement metrics to improve performance., • Direct experience building process automation with Salesforce Flow, including proactively identifying opportunities to reduce manual effort in cross-functional workflows., • Experience leveraging AI tools and technology to improve the efficiency and effectiveness of operations and processes., • Demonstrated experience leading or executing data quality initiatives, with the ability to speak to a specific project where data integrity was improved, deduplication or standardization logic was built, or governance standards were established, including the measurable impact., • Strong analytical, critical thinking, and troubleshooting skills, with the ability to assess ambiguous problems, recommend practical solutions, and communicate them clearly to both technical and non-technical stakeholders., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities. In our New York office, the annualized salary range for this position is $90,000 to $110,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies. Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Technical/Data Analyst – People Domain Job Details • Employment Type: Contract, • Location: Hybrid – 3 days/week onsite in Newark, NJ, • Client: Major Financial Firm, • Pay Rate: $65 – $80 per hour, • C2C and W2 are acceptable About the Role • Support the People Domain Activation project as it transitions to an enterprise Data-as-a-Product operating model, • Partner with Domain Owners, Stewards, Data Engineering, and cross-functional business teams, • Define domain scope, document data assets, and elicit requirements, • Ensure metadata and quality standards are met while supporting the build-out of People-related data products Key Responsibilities • Lead the inventory of People domain data assets, • Collaborate with data architects and engineers on conceptual, logical, and physical data models for People data, • Define quality rules, validations, and issue-management workflows for People domain assets, • Translate business requirements into user stories, acceptance criteria, and data mapping specifications for activation sprints, • Collect, analyze, and interpret large data sets from multiple sources to identify trends, patterns, and actionable insights, • Use Microsoft Purview (Unified Catalog and data lineage) to identify trusted datasets, assess data health, and evaluate downstream impact, • Gather requirements from business users and translate them into data analysis and reporting solutions, • Support business cases and strategic initiatives with quantitative analysis, • Present findings and recommendations to stakeholders through clear, concise presentations and reports, • Partner with IT and business teams to define and implement data management best practices, • Continuously improve processes and efficiency through data-driven approaches Required Qualifications • Strong understanding of HR/People data, • Deep understanding of People/HR processes and architecture, • Knowledge of PI/PHI handling, • Exposure to DM&G standards and enterprise operating models, • Proficiency in data analysis tools and languages (SQL, Excel, Python), • Experience with data visualization tools (Tableau, Power BI), • Strong analytical, problem-solving, and critical thinking skills, • Excellent written and verbal communication skills, with the ability to present complex data clearly, • Strong attention to detail and organizational skills Preferred Qualifications • Experience in the HR domain or insurance industry, • Working knowledge of Microsoft Purview, including data catalog and lineage capabilities, • Familiarity with cloud-based data lake/hub concepts and database management systems, • Experience working in Agile or cross-functional teams

WALL STREET OPPORTUNITIES - IMMEDIATE Financial Services/Brokerage/Investment Banking Job description Numerous job opportunities located in the New York City area including Westchester County and Stamford, CT including, but not limited to: • Back Office Operations, • Middle Office, • Regulatory, • Client Service Specialist- Series 7, • Fixed Income Operations, • Trade Support, • Administration, • Accounting, • Tax Operations - All levels, • Research Assistant, • Assistant Analyst, • Project Managers, • Business Analyst, • Data Analyst, • Entry Level/Recent College Grad, • Compliance/KYC-AML/Onboarding, • Analyst Financial Services Requirements Ideal positions for eager, motivated self-starters who are capable of multi-tasking. Jobs require excellent verbal and written communication skills as well as computer proficiency. A college degree and experience are preferred but not required. Salaries vary with positions.

One of our direct Financial Services client is hiring for the below role in International Regulatory Reporting or compliance implementations, below are the details: Title: Business Analyst / Project Manager Location: New York, NY Duration: 12 months YOUR ROLE: Coordinate the end-to-end implementation of regulatory reporting mandates and lead the transition into sustainable post-production support. This role will manage country rollout planning, stakeholder alignment, readiness governance, issue intake, triage, escalation, and root-cause resolution to ensure compliant, timely implementations and stable production operations across, vendor, product, technology, tax, compliance, legal, and country teams. YOUR CORE RESPONSIBILITIES: • Coordinate implementation planning for new mandates, including scope, milestones, dependencies, readiness gates, and required stakeholder engagement, • Facilitate discovery workshops and regulatory applicability assessments with country teams, tax, compliance, legal, vendor partners, and product and technology teams, • Manage assigned workstreams through intake, discovery, requirements, design, build coordination, testing support, go-live readiness, hyper care, and transition to run, • Drive cross-functional decision-making on compliance needs, process impacts, operational changes, data requirements, technology dependencies, and vendor or platform implications, • Maintain project-level RAID logs, open-item trackers, decision logs, dependency trackers, action registers, and auditable implementation documentation, • Establish and run the post-production support process, including issue intake, severity classification, ownership routing, escalation paths, and response expectations, • Assess reported production issues, determine business and regulatory impact, identify accountable owners, and coordinate timely resolution across, vendors, product, and technology partners, • Capture lessons learned, recurring issues, root causes, control gaps, and documentation updates to improve future rollouts, production stability, and support readiness Required qualifications • 5+ years in program/project management delivering complex, multi-workstream regulatory, tax or enterprise technology change programs., • Demonstrated experience managing fixed date international regulatory reporting or compliance implementations (e.g., transaction level reporting, statutory/cross border reporting, VAT/GST digital compliance, SOX/financial controls programs) across multiple countries or business units simultaneously., • Hands on experience with formal program governance tooling: RAID/decision logs, readiness/entry exit criteria, Gantt/critical path tracking (e.g., MS Project, Smartsheet, Jira/Confluence) and executive status reporting., • Experience managing delivery through third-party advisory/systems integration partners (e.g., Deloitte, other Big 4 or SI firms) and software vendors., • Working knowledge of finance/tax systems landscapes to test whether reported technical or business status is credible., • Bachelor's degree in Business, Finance, Information Systems or a related field, or equivalent professional experience., • PMP, PgMP or equivalent formal program management certification. Preferred qualifications • Experience standing up controls/compliance operating models from an early or immature state., • Agile/Scrum delivery certification in addition to traditional program management credentials., • Experience presenting and managing escalations with senior stakeholders EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

Jefferies Equities Data & Intelligence (JEDI) – Analyst Location: New York, NY Firm: Jefferies Group LLC Jefferies Group LLC, the largest independent, global, full‑service investment banking firm headquartered in the U.S., has been focused on serving clients for 60 years. We are a leader in providing insight, expertise, and execution to investors, companies, and governments. The firm offers deep sector expertise across investment banking, equities, fixed income, and asset and wealth management throughout the Americas, Europe, the Middle East, and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Position Overview We are seeking an Analyst to join our Jefferies Equities Data & Intelligence (JEDI) team. The successful candidate will play a key role in building and maintaining the quantitative and data infrastructure that powers our trading operations, partnering closely with traders, sector strategists, and technology teams to deliver scalable, high-performance solutions. This role is ideal for an energetic, and analytically minded individual looking to apply quantitative skills in a live trading environment, and who thrives in a fast-paced environment. Key Responsibilities • Design, develop, and maintain scalable trading infrastructure observability platforms to support real-time monitoring and operational reliability, • Design and implement robust data pipelines to automate the ingestion, cleansing, and storage of large-scale, real-time datasets — including market data and alternative data sources., • Identify, develop, and implement automated quantitative strategies in collaboration with traders, • Contribute to the continuous improvement of flow monitoring and analytical tooling, • Incorporate AI in workflow automation and content generation for internal use and client-facing commentaries, • Uphold the highest professional standards and represent Jefferies’ culture of integrity, teamwork, and client‑focused execution. Qualifications • Bachelor's degree in Computer Science, Mathematics, Statistics, Engineering, or a related quantitative field., • Proficiency in Python and/or C++; experience with data manipulation libraries (pandas, NumPy)., • Hands-on experience with relational databases such as PostgreSQL, MSSQL, or Oracle., • Proficiency in Linux/Unix environments and command-line tooling., • Familiarity with core cybersecurity concepts (TLS/SSL, hashing, encryption, authentication), • Solid understanding of financial markets, instruments, and trading concepts., • Familiarity with financial data platforms such as Bloomberg or Refinitiv is a plus., • Ability to work effectively under pressure in a fast-paced, high-volume trading environment with tight deadlines., • Strong analytical and problem-solving skills with exceptional attention to detail., • Excellent communication skills with the ability to present technical concepts clearly to both technical and non-technical stakeholders., • Highly organized and capable of managing multiple projects and priorities simultaneously., • A self-starter who takes ownership of deliverables while contributing constructively to a collaborative team environment. New York, NY Full Time Salary Range of $100,000-120,000.

This is a great opportunity for a 1–3 year analyst who wants to get into private equity from an operations, fund administration, audit, or investment-operations background. Unlike a traditional back-office role, you'll work directly across the investment lifecycle—supporting secondary and co-investment transactions, closings, portfolio management, valuation and reporting. You'll also work closely with the investment, finance and legal teams and report directly to a Partner. The person supports the full lifecycle of secondary PE and co-investment transactions—from execution and closing through portfolio monitoring, valuation, reporting, and ongoing operational work. The key distinction is that this is not just fund accounting or reconciliation. The analyst sits at the intersection of: • Investment team, • Private equity transaction execution, • Portfolio management, • Fund operations, • Finance/accounting, • Legal/compliance They report directly to a Partner, which is notable for a 1–3 year candidate. Day-to-day responsibilities 1. Transaction execution — probably the most investment-oriented piece • Support LP-led secondary, GP-led and co-investment deals, • Coordinate closing documentation, • Work with lawyers, advisors, counterparties, administrators and custodians, • Handle settlement and partnership-interest transfers, • Maintain transaction pipelines and closing checklists 1. Portfolio operations • Reconcile information from fund managers and administrators, • Maintain portfolio data, • Answer investment-team questions about holdings, underlying funds and historical activity 1. Valuation/reporting • Support portfolio valuation, • Help produce internal, client and ad hoc reporting 1. Treasury/accounting • Track treasury and hedging activity, • Help with transaction- and portfolio-related accounting requests 1. AML/KYC • Coordinate documentation for funds and counterparties, • Manage KYC refreshes and compliance records, • Communicate with managers, administrators and compliance providers Who they are looking for The target candidate is pretty clearly 1–3 years out of college with experience in one of several feeder backgrounds: • Private equity / private markets, • Fund administration, • Investment operations, • Audit, • Broader financial services They want someone strong in Excel, highly detail-oriented and capable of juggling multiple workstreams. The ideal candidate, however, would already understand PE mechanics—fund structures, partnership interests, capital calls, distributions and NAV reporting. Secondary/co-investment exposure is specifically called out as desirable. What makes this role attractive The biggest selling point is breadth. Someone coming from a pure fund-admin or accounting role could use this position to get much closer to the actual investment process. They'll see transactions, work with investment professionals, understand how secondary deals close, and then follow those investments through valuation and portfolio management. Five-days-in-office requirement. The firm is roughly 30 people, operates in an open-floor environment, and explicitly emphasizes cross-functional interaction.

Job Description About Us: Corporate Insight (CI) is a research and consulting firm known for providing actionable competitive intelligence on the digital customer experience. CI publishes in-depth research on online/mobile banking, investing, insurance, retirement, healthcare and emerging areas like fintech and digital advice. For 30 years, we have helped firms improve the way they serve millions of customers by offering objective feedback and advice on their customer experience. About the Role: CI is looking for talented and motivated Research Associates to join our Projects Team. Research Associates support our Analysts, Senior Analysts and Project Managers in conducting custom research projects for clients with a focus on consumer financial services. Typical engagements involve benchmarking a client firm’s website or app versus competitors’, identifying industry best practices and key trends, and providing advice to help the client improve the overall experience they provide to their customers. The Research Associate’s chief responsibility will be to contribute to team-based projects by performing detailed research and analysis, collecting competitive intelligence and collaborating on written reports and presentations to clients. Successful Research Associates grow into Analysts and then Project Managers, developing deep industry/subject matter expertise, the ability to lead large research engagements, superb presentation skills and the ability to manage relationships with clients throughout the full project lifecycle. CI strives to deliver high-quality work daily, but we like to have fun, too. Our active social committee organizes regular team-building and recreational events. We have frequent in-office, out-of-office and hybrid events, including field days, scavenger hunts, board game tournaments, an annual Yankee game, and more. CI provides health, vision and dental insurance, and a 401(k) with a company contribution. We also provide paid time off: vacation days, sick days and personal days. CI is currently operating on a hybrid model at our NY office where team members will be expected to work at our Midtown Manhattan office part of the time. Unfortunately, we are not able to sponsor visas for this position. Responsibilities include: • Supporting Analysts, Senior Analysts and Project Managers on client engagements, with a focus on collecting competitive intelligence on the digital experience, • Conducting primary research on assigned topics and writing detailed findings, • Developing well-supported and actionable recommendations to help our clients address unique business challenges, • Contributing to executive summaries and presentations to debrief clients on project results, • Managing multiple project-related tasks simultaneously This position is suited for an entry-level candidate interested in beginning a career in business, consulting, research, or financial services. Your cover letter should outline your qualitative research, writing, and project management experience. Successful applicants have a range of backgrounds, including but not limited to business, economics, English, history, chemistry, government, and sociology. Note: This is not a financial analyst position. Candidates with experience that exceeds the below may be hired at a more senior level. Requirements include: • Bachelor’s degree and a record of strong academic performance, • Exceptional writing, speaking, and analytical skills, • Positive attitude, strong work ethic, and intellectual curiosity, • Professional writing style with experience writing in multiple styles, • Experience working independently and collaborating with a team, • Experience conducting research and communicating results to an audience, • Leadership experience, • Attention to detail and the ability to synthesize information to arrive at clear and useful insights, • Ability to handle multiple research projects simultaneously and maintain excellent work quality under tight deadlines Preferred qualifications include: • Experience working in a business environment (internships in market research, financial services or consulting are a plus), • An understanding of both website usability principles and personal finance, • Quantitative research experience, specifically survey data analysis, • Experience working with Microsoft Office (familiarity with SharePoint and OneDrive is a plus) Corporate Insight provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Know Your Rights: FMLA, EEOC

A well-established institutional asset manager is seeking an Equity Research Analyst to join its U.S. Equity team in New York. Working closely with a senior analyst, this individual will cover the Technology sector and support fundamental equity research, investment recommendations, and portfolio management decisions. Key responsibilities include conducting bottom-up company and industry research, building and maintaining detailed financial models, analyzing earnings and company disclosures, performing valuation work, developing investment theses, and identifying new investment opportunities. The analyst will also contribute to internal research publications, collaborate with portfolio managers and fellow analysts, and support ESG-related research initiatives. The ideal candidate will have 3–5+ years of relevant experience in equity research, investment management, or a related analytical role, with a strong understanding of U.S. public equities and fundamental investing. Prior experience covering the Technology sector or conducting research on technology companies is strongly preferred. Candidates should possess strong financial modeling, valuation, and analytical skills, as well as the ability to generate independent investment insights. Based on experience and performance, the role offers the opportunity to assume primary coverage responsibility for select companies and subsectors within the Technology sector.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: FP&A & Treasury Analyst Type: Contract Compensation: $700 per task Location: Remote Role Responsibilities • Design realistic scenarios from your work in operating budgets, rolling forecasts, flux/variance analysis, and financial models., • Review and compare AI-generated FP&A/treasury outputs for accuracy and sound judgment on assumptions., • Provide clear written feedback to improve AI performance in planning and cash-management tasks., • Collaborate asynchronously with the research team to enhance training data quality., • Develop and refine 13-week cash flow forecasts, daily cash positioning, and bank administration processes. Qualifications Must-Have • Bachelor's degree in Finance, Accounting, or a related field., • Strong financial-modeling skills and hands-on cash/treasury exposure., • Corporate FP&A or treasury experience at a mid-size or larger company., • Strong written communication and attention to detail. Preferred • Finance/MBA background., • CTP (Certified Treasury Professional) for treasury-leaning candidates. Application Process (Takes 20–30 mins to complete) • Submit a resume or a short summary of your FP&A/treasury experience., • Complete a short form on your practice area, specialties, and certifications., • Selected applicants may complete a brief sample task. Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

About Alphastream Alphastream is an AI-native technology company transforming how leading private capital firms access, analyze, and operationalize investment data. Our platform combines deep private markets domain expertise, advanced AI, and structured data intelligence to power critical workflows across the private credit investment lifecycle—from origination, due diligence, and deal structuring to execution, portfolio monitoring, and investment operations. Working with some of the world's largest alternative asset managers, Alphastream is building the foundational data and intelligence layer for the next generation of private markets workflows. The Opportunity We are seeking a Senior Business Analyst with strong private credit domain expertise to work at the intersection of institutional clients, financial markets, and cutting-edge AI technology. This is a highly visible, client-facing role for someone who understands how private credit investment teams operate, can identify opportunities to improve their workflows, and can translate complex business challenges into innovative technology solutions. You will work directly with investment professionals, credit analysts, portfolio managers, legal teams, and operations leaders at leading private capital firms to understand their business needs and identify opportunities to improve efficiency, accuracy, and decision-making. A central part of the role involves partnering closely with Alphastream's engineering and data science teams to conceptualize, design, develop, and deliver industry-leading solutions that address complex challenges across the private credit investment lifecycle. You will also play an important role in developing and enhancing Alphastream's private credit taxonomies and data frameworks, ensuring that complex financial and legal concepts are accurately represented, standardized, and operationalized within our AI-powered platform. Key Responsibilities Client Engagement & Business Solutions • Serve as a trusted domain expert to leading private credit managers, engaging directly with investment, legal, portfolio management, and operations teams., • Develop a deep understanding of clients' investment processes, data requirements, existing workflows, and operational challenges., • Lead client discovery sessions and workshops to identify opportunities for automation, process improvement, and AI-driven solutions., • Work collaboratively with clients to conceptualize solutions that address complex business challenges and deliver measurable value., • Translate business needs into clearly defined use cases, functional requirements, business rules, workflows, and acceptance criteria., • Support proof-of-concept engagements, product demonstrations, solution validation, and client adoption. Solution Development & Engineering Collaboration • Partner closely with engineering and data science teams to design and build innovative, industry-leading private credit solutions., • Translate complex financial concepts, investment processes, and documentation requirements into actionable specifications for technical teams., • Provide domain expertise to guide the development of AI models, document intelligence capabilities, structured data extraction, analytical tools, and intelligent workflows., • Work iteratively with engineers and data scientists to evaluate solution approaches, refine functionality, and improve the quality of outputs., • Collaborate with engineering and data science teams to operationalize private credit taxonomies within AI models, data extraction pipelines, validation frameworks, and downstream analytical workflows., • Assess the accuracy, completeness, consistency, and business relevance of AI-generated outputs, identify gaps, and work with technical teams to address them., • Help design scalable, reusable solutions that address common challenges across institutional clients rather than isolated client-specific requirements., • Participate actively throughout the development lifecycle—from initial concept and solution design through testing, validation, deployment, and continuous improvement., • Identify opportunities to leverage emerging AI technologies to enhance existing capabilities and solve previously difficult or manual business problems. Private Credit Domain Expertise & Taxonomy Development • Provide subject matter expertise across the private credit lifecycle, including origination, underwriting, structuring, execution, portfolio monitoring, and investment operations., • Apply a strong understanding of credit agreements, loan terms, financial covenants, debt structures, borrower financials, and investment documentation., • Develop, maintain, and continuously enhance comprehensive private credit taxonomies, covering financial and legal data points, credit agreement terms, covenant structures, and other investment-related attributes., • Define standardized data definitions, classifications, relationships, and business rules to ensure consistency and accuracy across document types, transactions, and clients., • Continuously evolve taxonomies to incorporate new deal structures, market conventions, client requirements, and emerging use cases., • Analyze complex financial and legal documentation to identify relevant data points, relationships, calculations, and analytical requirements., • Ensure solutions accurately reflect the nuances of private credit transactions and the practical needs of investment professionals., • Stay current with evolving private credit market practices, documentation standards, and industry developments. Product Enhancement & Innovation • Bring client feedback, market insights, and domain expertise into the ongoing development and enhancement of Alphastream's platform., • Identify common requirements and emerging needs across client engagements that can be addressed through reusable product capabilities., • Collaborate with product, engineering, and data science teams to evaluate new features and improve existing solutions., • Help ensure Alphastream's solutions remain differentiated, innovative, and aligned with evolving institutional client needs. Qualifications & Experience Required • 3+ years of relevant experience in private credit, direct lending, leveraged finance, structured credit, or financial technology serving these markets., • Strong understanding of private credit investment processes, including credit analysis, deal structuring, documentation, and portfolio monitoring., • Practical familiarity with credit agreements, loan documentation, financial statements, covenants, and debt structures., • Demonstrated ability to engage with institutional clients or business stakeholders, understand complex challenges, and develop effective solutions., • Experience working with engineering, data science, or technology teams to design, develop, or enhance financial applications or data-driven solutions., • Ability to translate complex financial concepts and business processes into clear, actionable specifications for technical teams., • Ability to analyze complex private credit documentation and translate financial and legal concepts into structured taxonomies, standardized data definitions, and business rules., • Strong analytical skills, including the ability to evaluate data quality, investigate discrepancies, define business rules, and validate solution outputs., • Strong communication, problem-solving, and stakeholder management skills., • Ability to work independently, navigate ambiguity, and collaborate effectively across business and technical disciplines. Preferred • Experience at a leading private credit manager, alternative asset manager, investment bank, or specialized financial technology provider., • Prior experience in business analysis, solutions consulting, product development, or technology transformation within financial services., • Familiarity with AI/ML applications, large language models, document intelligence, workflow automation, and structured financial data platforms., • Experience collaborating with data scientists on AI model evaluation, validation, or performance improvement., • Experience developing or maintaining financial data taxonomies, data dictionaries, or standardized financial data models., • Working knowledge of SQL, APIs, data models, or analytical tools; hands-on programming experience is a plus but not required., • Understanding of institutional asset management systems and front-office, middle-office, and back-office workflows. What Success Looks Like • Develop strong relationships with institutional clients and become a trusted resource for solving their private credit data and workflow challenges., • Independently translate complex business problems into well-defined solutions that engineering and data science teams can build and deliver., • Develop and continuously enhance robust private credit taxonomies that support accurate, consistent, and scalable data intelligence across the platform., • Work effectively with technical teams to improve the accuracy, reliability, scalability, and business relevance of AI-powered solutions., • Help deliver differentiated, industry-leading capabilities that materially improve client productivity, decision-making, and operational efficiency., • Identify opportunities to transform client-specific requirements into reusable capabilities that benefit Alphastream's broader client base. Why Alphastream? This is an opportunity to work at the forefront of AI innovation in private markets. Unlike traditional business analyst roles focused primarily on documenting requirements or supporting existing systems, this position combines direct engagement with some of the world's leading institutional investors with hands-on involvement in developing next-generation AI-powered financial technology. You will work alongside talented engineers, data scientists, and financial domain experts to solve some of the industry's most complex challenges—and help build solutions that redefine how private credit firms operate.

Overview: Top European Bank with a strong and growing U.S. presence is seeking a Senior Analyst within Global Risk Management (“GRM”) with approximately 2-5 years of experience in corporate or investment banking credit risk, corporate banking, leveraged finance, structured finance, or related financial institutions. The GRM unit is responsible for the independent underwriting of corporate clients, evaluating both counterparties and individual transactions prior to approval while maintaining ongoing responsibility for monitoring portfolio risk throughout the life of each client relationship through periodic reviews, amendments, waivers, restructurings, and continuous assessment of evolving credit conditions. Consistent with the Bank's relationship-driven corporate banking model, the team underwrites all credit exposures arising from corporate client relationships rather than specializing in a single product. Senior Analysts are expected to develop broad underwriting capabilities across multiple financing products and industry sectors while working alongside senior credit professionals on increasingly complex transactions. This role is intended for a credit professional with strong financial analysis skills and a solid foundation in corporate credit underwriting. The successful candidate will independently analyze routine and moderately complex transactions while contributing to more sophisticated financing structures under the guidance of senior credit officers. Over time, the individual is expected to broaden product knowledge, strengthen independent credit judgment, and assume greater underwriting responsibility across industry sectors as business needs evolve. Responsibilities: • Perform credit analysis and underwriting for corporate clients across a broad range of relationship banking products, including cash flow-based corporate lending, revolving credit facilities, trade finance, structured finance, derivative transactions, acquisition financing, equipment finance, leasing transactions, and other specialized financing structures, commensurate with experience., • Analyze historical and projected financial performance, liquidity, leverage, cash flow generation, and repayment capacity to assess obligor creditworthiness., • Assist in evaluating transaction structures, collateral packages, covenant frameworks, guarantees, and other structural protections to identify key credit risks and mitigants., • Review and develop familiarity with legal documentation, including credit agreements, security documents, trade finance documentation, ISDA agreements, borrowing base provisions, guarantees, and other transaction documents relevant to assigned transactions., • Prepare clear and well-supported credit memoranda and risk recommendations for presentation to senior credit officers and Credit Committees., • Conduct and monitor annual credit reviews, covenant compliance, amendments, waivers, and restructurings, while proactively identifying emerging credit risks., • Partner with Relationship Managers, Product Specialists, Legal, Operations, and senior members of Credit Risk Management to facilitate transaction execution while maintaining independent credit analysis., • Develop expertise across multiple industry sectors and financing products, demonstrating the flexibility to support changing portfolio and business priorities. Qualifications: • 2-5 years of progressive experience in credit risk management, with a strong focus on corporate, structured, and leveraged finance within a corporate or commercial banking environment., • Strong understanding of credit underwriting, financial analysis, and risk assessment across different structures and products., • Working knowledge of loan documentation, trade finance instruments, and ISDA agreements., • Demonstrated ability to exercise independent judgment and make sound risk decisions in high-value, complex transactions., • Excellent communication skills, with the ability to articulate risk positions clearly to senior stakeholders and credit committees., • Understanding of corporate banking policies, procedures, governance frameworks, and approval processes, including U.S. lending regulations., • Track record of building effective relationships with internal partners, peers, and external stakeholders to deliver timely, high-quality credit decisions., • Bachelor’s degree in Finance, Accounting, or a related field. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Summary of Responsibilities: The Analyst will support the US Corporate Debt Advisory team (specifically the Corporates segment), which opines on the various capital structures and financing alternatives available to corporate clients across a range of sectors, vis-à-vis their strategic objectives. The analysis is conducted via a variety of technical tools and models developed internally by the team. Examples of specific analysis include M&A capacity, shareholder returns, indicative credit ratings, cost of capital, and product agnostic advisory regarding various debt and equity solutions. The Analyst will support senior members of the team by working on financial models and preparing client marketing materials in which the analytical conclusions are provided. The Analyst will also work closely with other products and teams - Corporate Lending, and Debt Capital Markets teams - in preparing comprehensive pitch books. Essential Job Duties: • Manipulation of financial models to project financial statements and key credit metrics, • Identification and synthesis of industry research, • Preparation of various marketing materials for client pitches, • Maintenance and improvement of analytical tools and templates, • Data management Moderately complex responsibilities, with a critical component being the financial modeling and preparation of client pitch books – both are iterative processes that require a high attention to detail. Education • Bachelor’s Degree in Economics, Accounting, Finance, Math, Engineering, or related field Skills, knowledge, and abilities/Competencies: • Comfort with accounting and financial statements, • Previous experience with financial models is a plus, • A high attention to detail, • Excellent communication and presentation skills, • Strong organizational skills to manage tight deadlines and complex projects, • Ability to work in a team environment and be flexible in terms of responsibilities, • Fluent in English. Working knowledge of Spanish is a plus, but not required, • Advanced Excel (e.g. ability to rapidly audit, understand and edit Excel formulas such as IF statements), and PowerPoint (e.g. ability to rapidly create, update and format slides containing charts and tables, in an error-free and highly polished manner), • SIE and Series 79 (must be obtained within six months) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $110,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Practice Innovation Advisor Nearly 50 years ago, 24 attorneys in Chicago had a vision to create a law firm more innovative and entrepreneurial than those they had left. Their inspiration was their clients and finding even better ways to provide superb legal services and creative advice to them. Our business has evolved over the decades—but our vision remains the same. Today, Katten Muchin Rosenman is the full-service, business-oriented law firm that our founders envisioned, providing sophisticated, high-value legal services across the United States and abroad. Our innovation team maintains that vision by exploring new process and technology solutions to modernize our client service delivery and firm operations. We infuse business design, technology, and data science into the practice of law. Under the direction of the Practice innovation Advisor, the Practice Innovation Analyst will play an active role by supporting ongoing implementations of emerging technologies throughout the firm and will be encouraged to think big to identify new opportunities to improve the efficiency and effectiveness of our legal teams. This position requires hands-on work with Katten lawyers, business professionals and key external partners with both projects and brainstorming efforts. The Practice Innovation Advisor will be responsible for project work on initiatives around the firm, as well as, gathering research, insights, trends, and best practices from the legal profession and helping us determine the problem sets of the firm where we could apply solutions. The Practice Innovation Analyst can be located in our Chicago, New York, Los Angeles or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Collaborate with lawyers, clients, firm leadership, and operational teams, including Practice Operations, Talent, Information Technology, Marketing and Business Development, and Accounting and Finance, to grow the firm’s culture of innovation and improve the practice of law., • Work with attorney teams, clients, and practice groups to deliver innovative client solutions and legal technologies that support the efficient management of legal matters., • Maintain a current awareness of emerging technology tools (both generally and among law firms and legal departments) to ensure that the firm stays ahead of the curve., • Research and evaluate tools and procedures that promote productivity and service quality., • Develop and maintain clear and accessible training materials, user guides, and communications that support the firm’s innovation initiatives and help attorneys and business professionals adopt emerging technologies and process improvements., • Partner with our data science team, Katten DataLAB, to find solutions to client challenges and needs., • Build and maintain relationships with existing and potential vendors to coordinate updates of existing platforms and to identify/vet potential new platforms., • Implement new processes, including working to integrate software in our solutions for attorneys and practice groups., • Support team governancee and operational efficiency by assisting with documentation, workflow tracking, project intake, and other processes that ensure smooth and consistent execution of innovation priorities., • Play an active role in the coordination and execution of software pilot programs by identifying and testing use cases, scheduling trainings, gathering feedback, conducting gap analysis and more., • Be an internal and external advocate for the innovation team and new solutions that benefit the firm and our clients., • Build and maintain relationships with stakeholders within the firm’s practice departments to socialize the benefits of emerging technology tools, drive projects through to completion, and identify/vet potential new use cases., • Be familiar with new products and other developments in legal innovation and software., • Assist in our AI and Gen AI efforts., • Manage projects under direction of the Practice innovation Advisor. Knowledge, Skills And Abilities • A Juris Doctor degree (J.D.) is preferred and one or more years of experience working within a large law firm or in the legal technology industry is highly preferred. The ideal candidate will also have one or more years of work experience and/or formal training in emerging legal technologies, process improvement, design thinking, and/or data science., • Familiarity with some or all of the following:, • Legal-focused generative AI tools (such as Harvey, CoCounsel, Legora)., • Document automation tools (such as Avvoka)., • Document analysis tools (such as Draftwise)., • Collaboration platforms (such as SharePoint, HighQ, etc.); and/or Business Intelligence/ETL platforms., • Displays intelligence, creativity, resilience, and persistence in solving varied, complex, and non-routine problems., • Comfortable working both independently and in diverse teams., • Displays excellent time management and project management skills to meet objectives and deadlines., • Able to effectively distill complex information, synthesize, simplify, and present to Firm Management, attorneys, and business professionals., • Possess excellent reading, writing, grammar, spelling, punctuation, proofreading, and formatting skills in order to interpret and analyze source data, prepare correspondence and documentation, and proofread material for grammatical, typographical and spelling errors., • Able to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, verifying numerical data, and preparing various reports., • Able to operate standard office equipment including computers, printers, telephones, photocopiers, scanners, calculators, facsimiles, etc., • Able to regularly lift and/or move up to 10 pounds. The annualized salary range for this position is $90,000 - $115,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies. Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Initially REMOTE until midtown office space secured- then 2 days onsite generally Deal Finance Analyst Deal-Specific Cost Tracking & Financial Analysis Department Finance Position Focus Deal cost tracking, variance analysis, cash requirements and deal economics Position Summary Rapidly growing AI Company is seeking a Deal Finance Analyst to provide financial tracking, analysis and reporting for customer and infrastructure deals. This role will maintain deal-specific cost schedules, track actual and committed costs against budgets and commercial assumptions, and provide management with clear visibility into deal economics, cash requirements and expected profitability. The role will work closely with Finance, Accounting, Operations, Procurement and Commercial teams to ensure costs associated with each deal are accurately captured, supported and reported throughout the deal lifecycle. Key Responsibilities • Maintain detailed cost schedules for each customer deal and deployment, including original budget, commitments, actual costs, payments and remaining forecast., • Track major deal cost categories including GPU and server hardware, networking, storage, data center and colocation costs, power, equipment leases and financing, freight, insurance, duties, taxes, installation, software, support and professional services., • Identify whether costs are committed, invoiced, paid, accrued, prepaid or outstanding and maintain supporting documentation for each category., • Reconcile purchase orders, invoices, contracts and payments to deal-level financial schedules and accounting records., • Compare actual and forecast costs to the original deal model and identify material overruns, savings, timing differences and changes in assumptions., • Maintain an updated estimate of total deal cost and remaining cost to complete., • Analyze deal-level revenue, gross margin, cash requirements and expected profitability and highlight changes that could materially affect deal economics., • Maintain deal-specific payment schedules and forecast significant cash outflows, including timing differences between customer collections and vendor or equipment payments., • Prepare recurring deal-level financial reporting and dashboards for Finance and executive leadership., • Support month-end close by identifying deal-specific accruals, outstanding invoices, prepaids, deposits, capital expenditures and other accounting classifications., • Partner with Commercial, Procurement and Operations teams to understand contractual economics, purchase commitments, equipment deliveries and deployment costs., • Develop and maintain standardized cost-tracking templates and reporting processes for new and existing deals. Key Deliverables • Contracted revenue, customer billings and collections by deal., • Original deal budget and approved commercial assumptions., • Purchase orders, contractual commitments and actual costs incurred., • Payments made, accrued costs and unpaid obligations., • Remaining commitments and forecast cost to complete., • Forecast gross margin and deal profitability., • Material variances from the original deal model with clear explanations., • Near-term and total remaining cash requirements. Qualifications • Bachelor's degree in Accounting, Finance, Economics or a related field., • 3-5 years of experience in financial analysis, project accounting, cost accounting, FP&A or a similar analytical finance role., • Strong Excel skills and experience building and maintaining detailed financial schedules and models., • Ability to reconcile detailed operational data to accounting and financial records., • Experience analyzing contracts, purchase orders, invoices, payment schedules and supporting financial documentation., • Strong attention to detail with the ability to manage multiple complex deals simultaneously., • Experience with technology infrastructure, data centers, hardware procurement or other capital-intensive businesses preferred., • Ability to communicate financial results and variances clearly to finance and non-finance stakeholders. Success in the Role Success in this role will be measured by our ability to quickly and reliably answer three questions for every significant deal: • What did we originally expect the deal to cost?, • What have we committed and spent to date?, • What will the deal ultimately cost, and what does that mean for margin and cash flow?, • The Deal Finance Analyst will provide the financial discipline, documentation and visibility needed to answer these questions accurately and consistently throughout the deal lifecycle.

An international, European Investment Bank is looking for a Trading Operations Analyst for both International and Domestic trade settlements. You will be joining a strong and collaborative team with a wealth of experience and knowledge to aid in these activities. The functions performed by this role include the entire life cycle of trades just after execution including: • Managing the digital flow of trades into books and records and performing any reject maintenance, • Pre-matching of trades diligently as early as trade date, • Settlement of domestic and foreign securities in the relevant markets, • Daily P&S Report review, • Perform corporate action reorg activities, • Resolve moderately complex issues when they arise, • Perform Cash payments for trade settlement, collateral movement and other firm needs, • Regulatory system review/error correction of Equity Trading flow, • Reconcile internal general ledger and bank accounts (cash and securities) at the close of business daily Additional non-settlement/trade related functions: • Send out documentation requests for the onboarding of New Accounts, • Collect documents during refreshes/additional information needs for our current accounts, • Management of sub accounts (creation/update/close), • Ad-hoc projects / Quarterly account reviews Desired Qualifications include Knowledge of: • FIS Phase 3, • Clearstream, • DTCC, • CTM, • Understanding of Financial Reporting (Balancing Accounts, Debits, Credits, Journal Entries), • Strong problem solving/investigative skills, • Organized and able to prioritize critical tasks, • Experience in Institutional Brokerage/Trading Operations a plus but can train eager candidates new to the industry

Our Firm Companies and investment firms built today are scaling faster than at any time in history, but the founders and investors building the defining businesses of our era face a paradox: the more value they create, the faster the demands and complexity of their own financial lives compound. Santa Barbara Management was founded by a small group of accomplished business builders and investors who lived this problem first-hand and decided to solve it. To make this vision a reality, we have reimagined the family office experience from first principles, relentlessly questioning industry norms. At Santa Barbara Management, we engineer wealth for exceptional builders and their families. Our innovative model has been painstakingly designed to deliver a fully-integrated, client-aligned solution that combines investments, tax, trusts and estates, financial operations, and strategic finance under one roof, within one team. We have built our firm to be the trusted advisory platform we wish we had as we navigated some of the most complex and consequential financial decisions of our lives. Today, we serve some of the most accomplished founders and investors of our time, and we're just getting started. The Role Santa Barbara Management is growing quickly and the families we serve are among the most sophisticated in the country. We believe the best family office work looks nothing like the industry standard, and we actively seek out innovative approaches to client service, ones that give our clients and our team deeper visibility into the decisions that shape their financial lives and push the boundaries of what a family office can deliver. At SBM, the Family Office Analyst role is a foundational member of a close-knit client delivery pod, supporting the Family Office Associate and Family CFO in serving a select group of ultra-high-net-worth families across their full financial landscape. This role is based in our New York office and is designed as the entry point into our family office career track. From day 1, you will work directly alongside experienced practitioners on client profiles more complex than most analysts see years into their career. For high performers, this is the first step on an advisory track: Analysts who perform at a high level build toward Family Office Associate, then roles like Family CFO or Trust and Estates Advisor, as their expertise grows. What You'll Do Deliver on the Details • Help build and maintain the full financial picture for each client, assisting with balance sheet, income statement, cash flow, and tax, trust and estate reporting, • Prepare the data behind quarterly client reviews, checking accuracy and consistency before it ever reaches the client, • Own money movement and bill pay for ultra-high-net-worth families, where precision and timing carry real stakes Support the Client Experience • Serve as a critical checkpoint across client accounts, catching discrepancies before they reach the client, • Tackle bespoke projects for clients, including financial analysis, personal administration, and research, • Handle some of the most sensitive financial information in the country with total discretion and sound judgment Grow, Build and Push What’s Possible • Build a working knowledge of taxes, portfolio construction, asset classes, and investment products directly from the Family Office Associate and Family CFO you support, • Cultivate a foundational understanding of trust and estate planning principles, including gifting, promissory notes, and trust and will development, • Bring curiosity to how technology and AI are reshaping wealth management, and contribute ideas as you learn the workflow Who You Are You are early in your career and looking for a role that will actually stretch you. Whether your background is in finance, accounting, or a related field, you have built a strong foundation and are ready to put it to work in a fast-paced, high-stakes environment. You are energized by the idea of learning from people who have done this at the highest level, and you want exposure to complex client work most analysts do not see until years into their career. You bring a strong work ethic, a proactive mindset, and a bias toward action. You lean into ambiguity, bring a no-task-is-too-small mentality to everything you do, and are forward thinking about how work gets done. You are detail-oriented and take real pride in work that is accurate and delivered on time. You want to be part of the conversations that shape how this firm operates and you do not accept the status quo just because it is familiar. What We Look For Finance Foundation: 2+ years of experience in finance, accounting, or a related field, ideally with a bachelor's degree and strong academic performance. Exposure to wealth management, family office services, or client-facing work is a plus but not required. Analytical Rigor and Inventive Mindset: You are fluent in Excel, PowerPoint, and Word, and comfortable learning new systems quickly. You manage multiple tasks without losing accuracy, even when priorities shift. You're AI-pilled and have an appetite for finding better ways to do things with the incredible tools at your disposal. Commitment to Client Partnership: You communicate clearly and professionally, follow through on every commitment, and bring energy and care to every task, no matter how small. You have a strong desire to both build and advise, not just one or the other. What We Offer Opportunity to Build Something Different: Santa Barbara Management is reimagining a significant, under-innovated category of financial services. The people who join us now will help shape how we serve our clients, how we build our platform, what this firm becomes, and will have an opportunity to help redefine how this industry works. Exceptional Colleagues: Join an ambitious and exceptionally talented team led by people who have built category-leading businesses before. The bar is high, and that's the point. We move quickly, are highly collaborative, and care deeply about creating an environment where we make each other better every day. Meaningful Scope, Real Impact: SBM is growing quickly. There are no small roles, there's no entrenched hierarchy, and the opportunities for professional growth are significant. A Culture That Takes Care of Its People: Competitive compensation, comprehensive medical, dental, and vision coverage, a 401(k), paid parental leave for all parents, unlimited paid vacation, and an annual learning and development stipend. We apply the same standard of excellence to how we treat our team as we do to how we serve our clients. The Conditions to Do Your Best Work: This role is based in our New York office. We work together in person because the best ideas and the strongest cultures are built in the same room. We also trust our people to manage their time and energy like the professionals they are. Compensation at SBM reflects the unique background and experience each person brings to the role. The expected base salary range for this position is $75,000-95,000. Beyond base salary, you will be eligible for a discretionary annual bonus which, for high performers, can represent a substantial part of total compensation. Santa Barbara Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of the above characteristics. Santa Barbara Management is enrolled in E-Verify to confirm the identity and employment eligibility of all new employees. We are not accepting candidate submissions from external recruiting firms or agencies for this role at this time.

Summary of Responsibilities: A Corporate Banking Senior Analyst is a member of a client-facing team within BBVA’s Corporate & Investment Banking division. The Senior Analyst’s primary responsibility is to support Relationship Managers in developing, marketing, and delivering the bank’s wide range of products and services to corporate clients across different Industries. The Senior Analyst will coordinate closely with Relationship Managers and product partners across the United States, Latin America, Europe and Asia to support transaction execution, including proposal preparation and liaising with Risk, Portfolio Management, Legal, Operations, and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution ● Identify and understand client needs, promptly responding to all client requests. ● Coordinate transaction closings, including management of all documentation and follow-up. ● Prepare for client meetings, including presentation materials, background information and call plans. ● Research and evaluate potential new client relationships. Risk/Reward Analysis and Decisions ● Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc. ● Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America. ● Participate in Credit Committees jointly with Relationship Managers. Internal Coordination and Problem Solving ● Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash Management, and the various teams in Spain and Latin America. ● Coordinate internal procedures with the Credit, Operational and Legal departments. ● Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development. Information Management and Reporting ● Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts. ● Ensure integrity of domestic/global profitability information gathering for internal team reporting. ● Maintain the Customer Relationship Management system for pipeline and profitability reporting. Level of Complexity and Risk Involved: ● The Senior Analyst position requires a high level of involvement and responsibility. Senior Analysts are responsible for a substantial amount of in-depth analysis and research and play a crucial role in deal execution and interaction with clients, especially as it relates to opportunities in Latin America. ● For the clients and workstreams they support, Senior Analysts play a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties: Senior Analysts play a critical and indispensable role as members of the Corporate Banking team. Senior Analysts support Global Relationship Managers in day-to-day activities, from client and industry analysis to working on live transactions and deal execution. Senior Analysts are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables. Additional expectations within the scope of the Senior Analyst role: ● Ability to interact and communicate effectively in English and Spanish (preferred but not required) with internal and external clients. ● Strong knowledge of finance and accounting. ● Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail). ● Successful interaction with the various product groups and colleagues in the USA and abroad. ● Ability to work under pressure. ● Develop solid knowledge of corporate banking products and services in the USA as well as transactional banking products and services in Latin America. ● Strong work ethic and high degree of proactiveness. Skills, Knowledge, and Abilities/Competencies: Technical Skills: ● Bachelor’s degree with 3 years minimum of work experience; MBA (preferred but not required). ● Fluency in English and Spanish (preferred but not required). ● Strong analytical and financial modeling skills. ● Advanced proficiency in Excel, PowerPoint, and AI-enabled tools to support analysis, research, content preparation, and day-to-day efficiency; Reuters and Bloomberg a plus ● Understanding of international economics and markets, especially Spain and Latin America. ● Credit Training a plus. Performance Skills: ● Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local Relationship Managers). ● Ability to work under pressure. ● Strong attention to detail. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across senior bankers, junior bankers, product partners, Risk teams, and other internal stakeholders. ● Strong team player with a collaborative mindset, flexibility, and willingness to support others, contributing positively to the team’s collaborative culture. Management Responsibilities: Senior Analysts operate within a pool structure, working across different senior bankers, sectors, clients and assignments based on business priorities and staffing needs. This model is designed to provide broad exposure across the five industries in which our clients operate (Energy, Consumer, TMT, Industrials, and Infrastructure & Construction) while requiring the Senior Analyst to effectively manage multiple stakeholders, workstreams and competing priorities. Senior Analysts are expected to progressively deepen their knowledge of the industries and clients they support, take increasing ownership of assigned workstreams and client-related responsibilities, and proactively identify and follow up on potential business opportunities. Depending on experience, business needs and client exposure, Senior Analysts may also support selected client relationships on a more continuous basis. While the pool structure is intended to provide broad exposure across industries, increasing sector specialization is expected as bankers progress in seniority, allowing them to develop deeper industry expertise, stronger client knowledge and, over time, greater ownership of client relationships within a specific sector. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Job Description Role: Senior Analyst, Asset Management Reporting to: Vice President, Asset Management Location: Brooklyn, NY Client Overview: Our Client is the operating platform for a landmark mixed-use development on Brooklyn’s waterfront in New York City. This historic complex has undergone a $400M transformation, evolving into a vibrant hub for creative businesses and a central player in the city's innovation economy. The development involves an ambitious multi-phase repositioning to transform historic industrial buildings into a thriving environment for over 500 unique companies. Our Client is hands-on with all aspects of ownership, including development, management, leasing, and operations, and is dedicated to driving the development’s ongoing success and ensuring it continues to fulfill its role as a major center of commerce and local employment. Role Overview: Our Client is seeking a talented and experienced Asset Manager to join them at the Senior Analyst level to manage their landmark mixed-use urban campus development. S/he should have a minimum of 2 years of progressive experience in real estate asset management, preferably within commercial or institutional settings. The Asset Management Senior Analyst will be responsible for maximizing real estate value by developing and executing business plans on assigned real estate projects and providing institutional-quality reporting to assist in strategic decision-making across the organization. This person will work in a fast-paced and demanding environment. The ideal candidate will be self-motivated and an independent thinker. Key Responsibilities: ● Develop and execute strategies to enhance property performance and increase revenues. ● Analyze financial data, including budgets, forecasts, and cash flow projections, to identify opportunities for improvement and cost-saving measures. ● Underwrite and provide credit analysis for lease transactions. ● Maintain, refresh, and reforecast internal ARGUS cash flow projections. ● Prepare comprehensive reports and presentations for the partnership, investors, and senior management, highlighting key performance indicators, financial metrics, and strategic recommendations. ● Support the production of both the annual business plan and budget. ● Monitor market conditions, competitor activities, and industry trends to identify emerging opportunities and threats. ● Update and manage Asset Management property level cashflow and business segment reporting. ● Assist in capital markets initiatives, including managing relationships and communication with lenders. Qualifications: ● 2+ years of experience working for an institutional quality Real Estate investor, lending institution, or Real Estate Investment Trust. ● MBA candidates are encouraged to apply. ● Ability to generate complex reports and synthesize large data sets in Microsoft Excel ● Knowledge of how to leverage VLOOKUP/HLOOKUP, INDEX & MATCH, SUMIF(S), COUNTIF(S), PMT, XIRR, and XNPV functions in Excel to optimize efficiency of reporting. ● Argus Enterprise experience required; Certification preferred. ● Strong analytical skills and quantitative skills. ● Ability to prioritize workload and operate autonomously. ● Highly organized, motivated, and able to multi-task effectively in a deadline-driven environment while maintaining strict attention to detail. ● Effective presentation and communication skills, both verbal and written

Job Description Soar With Us! Dassault Falcon Jet proudly provides competitive pay, quality benefits, and programs that support your career advancement and personal development. Our benefits are designed to support you and your family’s health and wellbeing, help you secure a strong financial future, and empower you to be successful in all aspects of your work and life. We are committed to finding the best, brightest, and most dedicated individuals in the aviation industry. Our employees are the key to our success. Soar with us! Why Join Us? Impactful Work: Your expertise will directly contribute to the safety and efficiency of our operations. Growth Opportunities: We support your professional development and offer opportunities for advancement. Collaborative Environment: Work with a team of dedicated professionals who are passionate about aviation. Ready to soar with us? Apply now and be a part of our mission to support the world's greatest business jets! JOB SUMMARY: Under the supervision of the Supervisor, FalconCare, the Claim Administrator – Program Analyst is responsible for the day-to-day administration and processing of incoming FalconCare, warranty, and commercial program claims. This includes reviewing maintenance transactions and invoices, checking incoming claims for completeness and accuracy, identifying missing or inconsistent information, preparing documentation for invoice payment, and maintaining KPIs. The role also contributes to data integrity, process efficiency, and visibility into claim activity and program performance. It supports the FalconCare team with claims data cleanup, system updates, and record validation to improve the accuracy, completeness, and reliability of program information. MINIMUM REQUIRED QUALIFICATIONS: • Associate Degree in Business Administration, Finance, Computer Science, Aviation Management, or a related field, or an equivalent combination of education and relevant experience., • Two (2) or more years of experience in claims administration, business analysis, program administration, or a related operational support function, preferably in aviation., • Two years of aviation technical experience in either a technical or administrative role, • Proficiency in Microsoft Excel (ie Filters, VLOOKUP’s) and other Microsoft Office applications, with the ability to organize, analyze, and present data effectively., • Strong attention to detail, organizational skills, and the ability to manage multiple priorities while maintaining accuracy and meeting deadlines., • Strong written and verbal communication skills, with the ability to work effectively across departments and with external partners. ADDITIONAL DESIRED QUALIFICATIONS: • Experience using SAP or similar enterprise systems for transaction processing, reporting, or record management. PHYSICAL DEMANDS AND WORKING ENVIRONMENT: • Office Environment, • Occasional travel may be needed, • Occasional overtime and weekend work to meet deadlines PRINCIPAL DUTIES/RESPONSIBILITIES (ESSENTIAL FUNCTIONS): • Review all incoming claims for completeness and accuracy, identify missing or inconsistent information, and coordinate with internal teams or external service providers to obtain required documentation and resolve discrepancies., • Read through submitted maintenance task claims and look for missing relevant technical information., • Coordinate with internal departments, service centers, and other stakeholders to resolve claim-related questions, support program administration, and ensure timely follow-up on outstanding items., • Prepare, validate, and process final Service Center invoices for payment., • Organize, scan, and route claim and invoice documentation for DFJ Accounting processing, maintaining complete and accurate records in accordance with internal documentation and audit requirements., • Monitor claim activity and expense trends, prepare recurring and ad hoc analyses, and support management with reporting that helps identify issues, improve workflows, and inform operational decision-making., • Update work instructions as needed. NON-PRINCIPAL DUTIES/RESPONSIBILITIES (NON-ESSENTIAL FUNCTIONS): • Support special projects, process improvement initiatives, audits, and related assignments as directed by management. Compensation and Benefits The compensation for this position typically falls between $70,000 to $90,000 per year. This position is not eligible for overtime. Note: the final compensation offered to a successful candidate will depend on several factors that may include but are not limited to the type and years of relevant experience, Falcon-specific experience, relevant education/certifications, geographic location, and shift. Our total compensation package also offers comprehensive healthcare coverage (Medical/Prescription, Dental, Vision), HSA and FSA options, 401k Plan with Company Match, Life Insurance, Disability Benefits, Supplemental Insurance, Group Legal, Paid Time Off, Tuition Reimbursement, Employee Discounts and much more. We are committed to finding the best, brightest and most dedicated individuals in the aviation industry. Our employees are the key to our success. Soar with us.

We are seeking a skilled and detail-oriented Business Analyst to join our dynamic FinTech team. The ideal candidate will have a deep understanding of financial services and will work closely with cross-functional teams to translate business requirements into technical solutions, streamline processes, and contribute to the development of cutting-edge financial products. Key Qualifications: • Bachelor’s degree in business, Finance, Computer Science, or a related field., • 6+ years of experience as a Business Analyst, preferably in the FinTech, asset management, or financial services industry., • Knowledge and experience in Mutual Funds, Insurance, Loans, Wealth Management, or other financial products would be preferred., • Strong understanding of financial services and regulatory frameworks., • Proficiency in tools like Excel, SQL is an added advantage., • Familiarity with Agile methodologies and experience working in Scrum teams., • Experience with project management tools such as JIRA, Trello, or similar tools to manage workflows and track project progress., • Strong analytical, problem-solving, and communication skills., • Ability to collaborate effectively with both technical and non-technical teams., • Proficiency in wireframing and prototyping tools such as Balsamiq, Figma is a plus. Key Responsibilities: • Requirements Gathering: Collaborate with stakeholders, product managers, and developers to understand business needs related to financial services, translating them into functional and technical requirements., • Financial Systems Expertise: Provide insights and guidance on the structure and functioning of financial services, ensuring solutions comply with industry standards and regulatory frameworks., • Data Analysis: Conduct data analysis to identify trends, performance insights, and areas for improvement across a range of financial products and services., • Process Improvement: Identify inefficiencies in processes related to financial products, such as operations, investor reporting, or compliance workflows, and propose improvements., • Market Research: Stay updated on the latest FinTech trends and developments in financial services, ensuring that the company remains competitive and innovative., • Documentation: Develop detailed documentation, including use cases, user stories, process flows, and technical specifications, with a focus on financial products and systems., • Project Management Support: Utilize project management tools such as JIRA, Trello, Confluence, or other platforms to manage and track project progress, ensuring alignment with business goals., • Testing & Quality Assurance: Collaborate with development and QA teams to ensure products meet business needs through user acceptance testing (UAT) and ongoing feedback.

Title: Financial Analyst / Senior Financial Analyst – Capital Markets Salary: $110,000 - $175,000 p.a. Start: ASAP Tiger is partnered with a global professional services firm that has been in business for over one hundred years. With global growth they are looking to grow their New York office with both Financial Analysts and Senior Financial Analysts. You will be supporting transactions that secure growth and middle-market companies, raise capital and access US markets. This work spans equity and debt capital raising. This is a hybrid position, but you must be willing to travel to clients. RESPONSIBILITIES • Build / Own financial models, comparable company, and precedent transaction analyses, and DCF valuations., • Prepare all pitch books, confidential information memorandum, investor and lender presentations, and management presentations., • Support US listing and capital raise readiness work, • Analyze capital structures, debt terms, and financing alternatives, and build investor and lender target lists., • Manage virtual data rooms, diligence trackers, and transaction timelines., • Monitor equity and credit markets, comparable issuers and deal activity using Capital IQ, Bloomberg, Pitchbook and SEC EDGAR., • Contribute to the marketing materials and research. QUALIFICATIONS • Bachelor’s degree in finance, Accounting, or Economics, • 1 to 6 years of experience in investment banking, capital markets, debt advisory, transaction advisory, equity research, or public accounting., • Strong Excel modeling and PowerPoint, • Use proficiency with AI tools, including Claude and CoPilot., • Solid understanding of accounting, valuation methodologies, and corporate finance., • Ability to work across time zones with colleagues and clients in Asia-Pacific and Europe., • Progress toward CFA or CPA., • Active SIE and Series 79 (Investment Banking Representative) and Series 63 registrations.

Our client is a global real estate investment manager with over $100 billion in assets under management. With a presence spanning major markets worldwide, the firm invests across the full spectrum of real estate strategies and asset types, delivering long-term value for a diverse institutional investor base. The firm is known for its disciplined, data-driven approach to portfolio management and its collaborative, high-performance culture. The firm is seeking a Real Estate Asset Management Analyst to join its asset management team. This individual will play a key role in supporting the firm's valuations program, asset and business strategy, performance monitoring, and investor and senior management reporting. This is an excellent opportunity for a motivated professional early in their real estate career to gain broad exposure to portfolio-level asset management within a leading global platform. Responsibilities: • Assist in the execution of the firm's quarterly and annual valuations program, including coordination with internal teams and third-party valuation providers, • Support the development and ongoing refinement of asset and business strategy for properties across the portfolio, • Monitor asset and portfolio performance against budget, underwriting, and market benchmarks, • Prepare and assist in the production of investor reporting materials and senior management presentations, • Analyze property-level financial statements, market data, and operating metrics to support decision-making, • Collaborate with acquisitions, asset management, and finance teams to ensure accurate and timely reporting, • Assist with ad hoc financial analysis and special projects as needed Qualifications: • 1–2 years of relevant work experience in real estate asset management, real estate valuations/consulting, acquisitions, or investment banking with a real estate M&A focus preferred, • Bachelor's degree in Finance, Real Estate, Economics, or a related field, • Strong financial modeling and analytical skills, with proficiency in Excel, • Excellent written and verbal communication skills, • High attention to detail and ability to manage multiple priorities in a fast-paced environment, • Strong team orientation with the ability to collaborate across functions

FIRM OVERVIEW J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for almost four decades. JGC’s investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded, and absolute integrity is required. POSITION OVERVIEW We are seeking an experienced Investment Analyst to join the Industrials Team. The successful candidate will engage in detailed research and analysis of companies within the Industrials sector, contributing significantly to idea generation. An ideal candidate should have at least 3 years of experience in a buy-side or sell-side role with a focus on Industrial stocks. From day one, you will assume a substantial role in the investment process, handling a range of responsibilities and gaining meaningful exposure. We are committed to internal promotion, offering Analysts substantial growth opportunities based on performance. This role represents an excellent chance to develop and advance as an investor within our supportive and dynamic environment. RESPONSIBILITIES • Conduct company and industry fundamental research to develop a deep understanding of key business and industry drivers within the coverage universe and other related/adjacent industries., • Attend roadshows, meetings, conferences and other company or industry events as required – a significant amount of travel should be expected., • Clearly and effectively communicate and articulate actionable equity ideas to colleagues., • Interact and maintain positive relationships with company management and other industry participants while growing a meaningful network of business contacts globally., • Create, maintain, and update company financial models., • Explore and stay informed of emerging trends/initiatives/companies which are or who may become important innovators. DESIRED SKILLS AND EXPERIENCE Qualifications: The ideal candidate will have: • Bachelor’s degree required - coursework in Accounting & Finance preferred., • Minimum 3+ years of experience conducting investment research or financial analysis – preference for buy-side or sell-side, focused on Industrials stocks., • Demonstrated passion for the equity markets, investing and analyzing companies as well as an interest in the Industrials sector., • Professional experience building financial models combined with strong accounting knowledge. Competencies: To perform the job successfully, an individual should excel in the following areas: • Research/Problem Solving- the individual displays strong technical, organizational, and problem-solving abilities. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, asks intelligent questions, and maintains confidentiality., • Quality control- the individual consistently demonstrates accuracy, thoroughness, monitors work to ensure quality, and possesses a strong attention to detail., • Drive- the individual possesses a competitive and self-motivated mindset as well as a natural drive for results, reflecting an ownership mentality., • Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance., • Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates and partners with others at the firm. The individual possesses the highest standards of integrity, honesty, and mutual consideration., • Planning/organizing- the individual possesses impressive organizational skills, prioritizes, and uses time efficiently., • Written communication- the individual demonstrates superior writing and drafting skills, presents information clearly and concisely, and reads and interprets written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City’s Pay Transparency Law, the currently anticipated base salary range for this role is $150,000 to $200,000, which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual’s experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran’s status, sexual orientation, or any other protected factor.