Financial due diligence jobs in Jersey City, New Jersey - Page 4Create job alerts

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job DescriptionController - PE or Real Estate Job Title: Controller Job Location: In office Job Salary: $150k-$180k (DOE) Requirements: 7+ Years exp. Position Overview We are seeking an experienced Controller to lead accounting and financial reporting for a private equity or real estate platform. The Controller will own month-end close, financial statement preparation, investor and fund reporting, internal controls, and tax and audit coordination. This role partners closely with the CFO and investment teams to ensure accurate, timely financial information, support transactions and valuations, and drive process and system improvements across portfolios and funds. Key Responsibilities • Lead and manage all aspects of the month-end and year-end close process, including preparation and review of consolidated GAAP financial statements., • Prepare and deliver timely investor, fund and portfolio-level reporting, including NAV calculations, capital call and distribution schedules, and fund performance metrics., • Oversee and improve accounting policies, internal controls and SOX-ready procedures; coordinate internal control testing and remediation., • Manage external audits, tax compliance and regulatory filings; serve as primary liaison with auditors, tax advisors and other external service providers., • Supervise, coach and develop the accounting team, including hiring, performance management and workload prioritization., • Support financial planning and analysis activities: budgeting, forecasting, variance analysis and cash flow management., • Partner with investment and asset management teams on transaction accounting, acquisitions/dispositions, asset-level valuations, lease accounting (ASC 842) and investor due diligence., • Implement and maintain financial systems and ERP solutions (e.g., Yardi, MRI, NetSuite) and drive process automation and reporting improvements., • Ensure compliance with applicable accounting standards and industry practices for real estate, REITs or private equity structures and support fund-level structuring, waterfall and carried interest calculations., • Proven experience serving as a Controller or senior accounting leader within private equity, real estate, asset management or a related financial services environment., • Bachelors degree in Accounting, Finance or a related field; advanced degree (MBA/MST) preferred., • Strong technical accounting expertise in GAAP and fund/partnership accounting, including experience with consolidation, valuations, revenue recognition and lease accounting., • Demonstrated experience managing audits, tax filings and regulatory reporting; strong internal controls and SOX knowledge., • Proven leadership skills with experience building and managing high-performing accounting teams and cross-functional relationships., • Advanced Excel skills and experience with accounting ERPs and reporting tools (examples: Yardi, MRI, NetSuite, and business intelligence platforms)., • Excellent communication skills, attention to detail, and the ability to work in a fast-paced, transaction-oriented environment., • Required: Hands-on Controller experience with responsibility for financial close and reporting processes., • Nice to have: CPA designation, prior experience in Real Estate or REIT operations, Private Equity fund accounting, or Private Credit portfolio accounting. - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in wealth management, asset management, portfolio construction, financial planning, investment strategy, client advisory workflows, and structured financial evaluation. This role supports current and upcoming remote consulting opportunities focused on structured investment advisory review, portfolio strategy assessment, financial planning scenario evaluation, client communication review, fiduciary workflow analysis, and high-quality project execution. Selected professionals will apply their wealth and asset management expertise to review realistic advisory scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based financial advisory workflows. Key Responsibilities Professionals in this role may contribute to: Portfolio Construction & Investment Strategy Review • Review scenarios involving portfolio recommendations, asset allocation, rebalancing decisions, investment policy statements, and client investment objectives, • Evaluate investment outputs against risk profile, time horizon, liquidity needs, tax considerations, and documented client constraints, • Support structured review of investment research, portfolio strategy materials, alternative investment analysis, and asset allocation frameworks, • Review financial planning scenarios involving retirement projections, client discovery materials, tax-loss harvesting, estate planning concepts, and advisory recommendations, • Evaluate client-facing communications against planning objectives, source materials, fiduciary considerations, and suitability requirements, • Support structured review of financial plans, advisory notes, client summaries, retirement models, and planning-related documentation, • Annotate, label, or validate materials across wealth management and asset management use cases, • Review scenarios involving risk profiling, alternative investment due diligence, fund operations, fiduciary standards, and regulatory considerations, • Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and advisory workflow quality Strong candidates may have: • 3+ years of experience in wealth management, asset management, financial planning, portfolio management, client advisory, private banking, RIA work, family office, fund operations, or related investment roles, • Background in one or more areas such as client advisory, financial planning, portfolio construction, asset allocation, alternative investments, estate planning, fiduciary compliance, or institutional asset management, • Familiarity with advisory workflows involving client discovery, IPS development, portfolio review, retirement projections, tax-aware planning, rebalancing, and investment recommendations, • Comfort reading and preparing financial advisory artifacts such as client summaries, investment policy statements, planning notes, portfolio reviews, due diligence summaries, and advisory communications, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, economics, accounting, business administration, investment management, financial planning, or a related field is helpful, • CFA, CFP, CAIA, Series 65, Series 66, or related financial advisory credentials, • Experience at an RIA, wirehouse, private bank, asset manager, family office, fund platform, or institutional investment organization, • Familiarity with alternative investments, private equity, hedge funds, real assets, estate planning, trust structures, fiduciary standards, or suitability review, • Experience preparing or reviewing investment policy statements, client plans, portfolio reviews, rebalancing notes, tax-loss harvesting analyses, or investment due diligence materials, • Apply wealth and asset management expertise to structured remote project work, • Contribute to high-quality portfolio review, financial planning assessment, advisory workflow evaluation, and investment strategy analysis, • Work on flexible assignments aligned with your investment advisory background, • Use your financial judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $85–$115 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description The Problem Severe mental illness affects over 15 million adults in the United States. Schizophrenia. Schizoaffective disorder. Bipolar I. Treatment-resistant depression. These are the conditions the rest of healthcare has systematically failed to build for. What makes this problem different from most of healthcare is that the tools to solve it do not exist. The clinical protocols, the measurement science, the precision medicine, the technology to deliver coordinated longitudinal outpatient care for this population. None of it has been built. This is a frontier problem, and it requires frontier science and care delivery to solve. We are developing all of it. The care, the science, the technology. Who We Are Amae Health is a Series B, venture-backed Public Benefit Corporation delivering specialty outpatient care for people with severe mental illness through high-acuity, in-person clinics nationwide. Our integrated model brings psychiatry, therapy, primary care, dietitians, and community support together under one roof. Leading health systems—including NewYork-Presbyterian, Cedars-Sinai, Mass General Brigham, Novant Health, and CommonSpirit—partner with us to expand this level of care. Alongside care delivery, we are building the science and technology the field has long lacked—proprietary clinical protocols, novel measurement, and an AI-driven data platform designed for severe mental illness. The impact: fewer hospitalizations, greater stability, and more people living meaningful lives in their communities. The Team We are clinicians, operators, technologists, and scientists who chose Amae because the problem is hard and the stakes are real. We are not interested in incremental improvements to a broken system—we are redefining it. Our teams work cross-functionally because the work demands it. The psychiatrist informs the product roadmap. Engineers understand the clinical complexity their technology must solve. Researchers sit alongside the operators running the clinics their work measures. Every function—finance, product, people, growth, technology—exists to serve one goal: better outcomes for the people we care for. This role reports directly to Sonia Garcia, Co-Founder and Chief Growth Officer; one of the core architects of Amae's partnerships strategy, payer relationships, and commercial expansion. You will work shoulder-to-shoulder with Sonia and the broader leadership team on the work that drives Amae's growth. The Role We're hiring a Founder Associate to work directly with our co-founder, Sonia Garcia, and the growth team. This is a high-ownership role at the center of how Amae grows — from shaping partnerships to helping close them. You will own key parts of our growth engine: building and driving the partnerships pipeline, driving health plan and health system BD, leading outreach, developing strategic materials, and helping land new health system and value-based care agreements. You'll work across the full commercial lifecycle — from first touch to signed contract — with visibility into every lever of growth. We're looking for someone early in their career with a high ceiling — sharp, organized, low ego, and motivated by the mission. You may come from consulting, banking, or a fast-moving healthcare or tech company. You don't need to have done all of this before — but you should learn quickly, take ownership, and care about getting it right. We are open to considering candidates who are based in San Francisco or New York City. This role will require onsite presence in office Monday through Friday. What You'll Work On Partnerships & Business Development • Own the BD pipeline: research prospective health plan and health system partners, identify key contacts, and manage outreach from first touchpoint through to active conversation, • Prepare decks, one-pagers, and data analyses for partnership meetings; translating Amae's model and outcomes into compelling narratives for external audiences, • Coordinate due diligence, follow-up, and relationship management across the pipeline so nothing falls through the cracks, • Track and synthesize market intelligence on payer and health system trends to inform Amae's partnership strategy, • Support the development and execution of Amae's sales playbook for new market entry, • Identify and qualify new revenue opportunities, from referral partnerships to new VBC contracts, and help move them through the funnel, • Act as a thought partner and doer on high-priority projects that don't fit neatly into a box; from new market analysis to grant applications to competitive landscaping, • Help develop and refine Amae's market expansion strategy as the company scales into new geographies and new payer relationships, • Keep partnership and BD processes running smoothly: own scheduling, prep, follow-through, and accountability across all active work streams, • 3–6 years of experience in consulting, banking, growth, BD, or a fast-moving healthcare/tech environment; you've owned real work and driven things forward, • Clear, strong communicator — you write well, think in structure, and show up prepared and thoughtful in conversations, • Highly organized and reliable — you keep track of details, follow-ups, and next steps across multiple workstreams without things slipping, • Quick to learn, strong judgment — you ramp fast, ask good questions, and don't need a lot of repetition, • High ownership and follow-through — you close loops, hit deadlines, and take responsibility for outcomes, • High EQ, low ego — you're easy to work with, self-aware, and collaborative across teams and levels, • Mission-driven — you care about SMI and want your work to matter, • Comfortable with variety and pace — you can move between projects, stakeholders, and problems without losing momentum, • Prior exposure to healthcare BD, payer relationships, partner operations, or value-based care contracts, • Experience with CRM tools (HubSpot, Salesforce, or similar) and pipeline management, • Comfort with quantitative analysis, financial models, outcomes data, or similar Founder Associate roles at mission-driven startups are some of the most formative experiences available to early-career professionals. You will see the full picture of how a healthcare company grows; what it actually takes to close a health plan partnership, why some deals stall and others accelerate, how a commercial strategy gets built and rebuilt in real time. You will work directly with a co-founder who has built and closed some of the most innovative health system and VBC agreements in behavioral health. You will have access to a leadership team with decades of experience across healthcare, technology, and operations. And you will do it all in the service of patients who genuinely need someone in their corner. For the right person, this is a career-defining opportunity. We expect you to grow into more senior roles at Amae as the company scales; and we're committed to supporting that growth. Compensation & Benefits Compensation includes a base salary of $100,000 - $165,000 (based on experience) plus equity ownership, giving you a meaningful stake in Amae's growth. Total compensation includes comprehensive medical/dental/vision, unlimited PTO, parental leave, and programs built around employee well-being. We'll share specifics during the interview process. Amae Health is building the care platform, the precision medicine, and the frontier science that severe mental illness has never had. If you want to be part of creating something this hard and this important, something that has never been done, we'd like to talk. What We Value We center care in all we do. Empathy is not a brand value. It's how we make clinical decisions, build products, and treat each other. We challenge convention. The existing system is the problem. We question it, we test alternatives, and we move with urgency when something works. We take the work seriously, not ourselves. High standards and humanity are not in tension. We hold a hard bar for quality while leaving room for humor and levity. Your job isn't done until the job is done. We close gaps, we follow through, and we don't hide behind titles or org charts. We win together and fail together. We own outcomes as a team. We learn fast. We don't do blame. We hustle with humility. Speed matters. So does integrity. We assume best intent and stay grounded in the mission.

Job DescriptionSalary: $250,000 - $325,000 plus discretionary bonus THE POSITION: Reporting to the Chief Legal Officer & Head of Financial Investigations & Forensic Accounting, the Managing Director will be responsible for helping to drive the expansion of the firms Financial Investigations and Forensic Accounting practice, which provides a diverse range of forensic financial investigative, regulatory response, compliance advisory, litigation support, bankruptcy support and expert witness services . S/he/They will work with senior management on new business development and project execution, overseeing multidisciplinary teams, ensuring work quality and managing client relationships at the highest levels. WHAT THE JOB ENTAILS: • Develop and execute a business development plan while working closely with Nardello & Co. senior management and staff., • Actively grow the firms client base by generating significant new business and managing client relationships., • Direct overall case management process from proposal to report production, including client relationships, staffing, budgeting, and quality control., • Participate in the training and development of more junior practice professionals., • Assure the firms continued growth and expansion by helping to shape the firms overall strategy. YOUR BACKGROUND • Licensed Certified Public Accountant., • Minimum 12 years of relevant experience in an international forensic financial professional services practice, including in senior management-level roles., • A proven track record of developing a book of business., • Deep experience in conducting complex, confidential forensic accounting, regulatory compliance, and litigation support engagements, in both an investigative and advisory capacity., • Experience in preparing, delivering, and defending expert analysis and testimony in litigation support and/or regulatory matters., • Willingness and ability to actively support a broad range of engagement types in a hands-on capacity., • Effective verbal and written communication skills., • High degree of attention to detail and work product quality., • Strong interpersonal skills and ability to motivate and support high performing teams., • A track record of demonstrating credibility, trust, enthusiasm, integrity, and ethics., • Other skills of interest include business valuation, internal controls assessment and advisory, and high-volume forensic data analysis. Sector experience in financial services, health care & life sciences also a plus. PROFESSIONAL QUALIFICATIONS: • CPA required., • Also valued: Certified Financial Forensics (CFF), Accredited in Business Valuation (ABV) ENVIRONMENT DETAILS • This position is in New York, Washington DC, or Los Angeles., • Some travel is required., • Hybrid working arrangement. Nardello & Co. offers employees a competitive compensation and set of benefits. Nardello & Co. is an equal opportunity employer. WHO WE ARE: With offices in New York, London, Paris, Washington DC, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance. Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations and academic institutions who know that managing risk effectively requires choosing the best investigative partner. We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.

Job Description Amalgamated Bank seeks a Loan Closing Associate who is responsible for all aspects of the closing process while reviewing loan documentation and due diligence items to provide critical feedback to appropriate parties. This role is an essential liaison between the Relationship Managers, Credit Risk Management, Closing attorneys and the Loan Servicing Group. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Manages the entire loan closing process and ensures new loans, extensions and modifications are closed as outlined in the credit approval., • Works with the Relationship Manager to ensure policy, legal, compliance and regulatory matters necessary for closing are addressed early in the process., • Administers several deals at a time all in different stages, multiple states, and ranges of complexity., • Reviews the Term Sheet and incoming good faith deposit then engages the appropriate closing attorney to represent the bank., • Compares the Approval Document to the draft loan documentation and provides recommendations to the RM and closing attorney regarding any discrepancies prior to documents being released to client as well as reviews all subsequent changes., • Ensures customer negotiated loan document items, when appropriate are vetted through Credit Risk Management and approvals are obtained and saved., • Organizes the SharePoint file ensuring all items are present and in the correct sub folders., • Responsible for maintaining the Deal Checklist and having regular meetings with the RM and closing attorney to collaborate on the status of remaining items, timing of transactions, and prioritizing the workload., • Reviews that all required third-party reports and due diligence items are received (Appraisal, Environmental, Property Condition, Insurance, Zoning, Flood, Survey, Title, Rent Roll, etc.)., • Communicate undertaking and escrow requirements for repairs or deliverables from third-party report findings to the closing attorney for inclusion in loan documentation. Ensure appropriate Credit Risk Management approvals are obtained and saved., • Confirms with the Account Executive group that KYC and CIP are complete and required accounts are open. At closing directs the required deposits and after closing obtains confirmation that the appropriate holds have been placed., • Prepares the Fee Schedule tabulating all invoices and selecting the appropriate interest rate and calculating short interest. Requests amortization schedules, tax escrow and insurance escrow figures to be forwarded for closing., • Populates the Booking Approval Memo and ACH form., • Works closely with the loan servicing group to make sure they have what is needed in the SharePoint folder before funding and confirming timing expectations can be met., • Ensures the Closing Calendar is updated regularly in real-time as updates occur., • Reviews the Disbursement Letter with settlement statement and coordinates the wire release for funding., • Communicates with the closing attorney to ensure the loan closing and settlement has been completed., • Proactively resolves post-closing issues and/or documentation deficiencies with the closing attorney and RM if necessary., • Cross-trains other Closing Associates., • High school diploma or equivalent. Bachelor’s degree preferred, • Minimum of 3 years of experience in a financial institution with a focus on Commercial Lending., • Experience in an automated loan origination environment preferred., • Exceptional time management and organizational skills evidenced in previous assignments., • Demonstrates an understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions., • Exceptional knowledge of commercial lending and loans., • Thorough understanding of all Commercial loan products., • Thorough knowledge of Commercial Lending Credit Policy/Guidelines., • Thorough knowledge of loan documentation and collateral evaluation, • Strong verbal and written communication skills., • Strong negotiation skills., • Ability to appropriately escalate issues requiring problem solving and decision making. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: • Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives, • Support new business (for both public and private clients) and marketing initiatives as appropriate, • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions, • Manage and execute on buyer interaction, transaction due diligence, etc., • Review and oversee development of financial models, valuation analyses, research, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Bachelor’s Degree required, • 3-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Vice President, Business Development & Hotel Acquisitions SUMMARY: Vice President, Business Development & Hotel Acquisitions will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Job Description COMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. For more information, please visit . Job Title: AI Strategy & Solutions Director We are a private real estate investment and development group with a diverse portfolio across [multifamily, life sciences, retail, hospitality, industrial]. We are committed to leveraging technology to drive smarter decision-making, operational efficiency, and value creation. We are seeking an AI Strategy & Solutions Director to lead the integration of artificial intelligence across our business functions. Position Summary The AI Strategist will be responsible for identifying, designing, and implementing AI-driven initiatives across investment, asset management, property operations, development, and corporate functions. This role bridges strategy, technology, and real estate expertise to create competitive advantage and position the firm as a forward-thinking industry leader. The role will focus on driving AI across all our asset classes and business lines with a focus on our Hospitality portfolio and our Life & Annuity Reinsurance business. Key Responsibilities • Strategic AI Roadmap: Develop and execute a comprehensive AI strategy aligned with company objectives in acquisitions, development, asset management, leasing, property management, and corporate support functions., • Data & Insights: Partner with data teams to structure and leverage internal and external data sources (market data, tenant behavior, construction costs, ESG metrics, etc.) for predictive analytics and decision support., • Operational Efficiency: Identify opportunities to streamline workflows (lease analysis, underwriting, reporting, valuations, due diligence, etc.) through AI and automation tools., • Investment & Market Analysis: Implement AI models to improve deal sourcing, market forecasting, risk assessment, and portfolio optimization., • Vendor & Tool Selection: Evaluate, recommend, and oversee partnerships with AI platforms, technology vendors, and consultants., • Change Management: Educate and train cross-functional teams on AI capabilities, adoption, and ethical considerations., • Governance & Compliance: Ensure AI initiatives adhere to industry regulations, data privacy standards, and responsible AI practices. Development: Lead the hands-on design, development, and deployment of AI solutions, ensuring the ability to translate high-level strategy into technically sound, practical implementations. * Relationships: Collaborate closely with cross-functional teams—including Operations, Finance, Investments, Legal, and IT—to deeply understand business needs and identify high-impact AI opportunities. Building strong, trust-based relationships with key stakeholders across the organization to ensure alignment, adoption, and measurable business value from AI initiatives. Qualifications • Bachelor’s degree in Business, Computer Science, Data Science, Real Estate, or related field; advanced degree preferred., • 7–10+ years of professional experience in strategy, technology, data analytics, or consulting; experience in real estate strongly preferred., • Proven track record of leading AI or data-driven projects from strategy through implementation., • Strong understanding of machine learning, natural language processing, and data visualization as applied to business strategy (not necessarily hands-on coding)., • Familiarity with real estate financial modeling, acquisitions, and asset management processes., • Excellent communication and change management skills; ability to translate technical concepts into business value. – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs – On-site mother’s room – Office perks such as lunch, fruit, drinks, and snacks Offered salary commensurate with experience, plus bonus

Job DescriptionDirect Counsel is seeking a Real Estate Transactions Associate Attorney to join a leading national law firm in its New York or Miami office. This is an excellent opportunity for an associate attorney with strong commercial real estate experience to join a high-performing team that handles sophisticated, large-scale transactions across the country. About the Role The firm’s Real Estate practice represents developers, investors, financial institutions, and major national and international companies. The Associate Attorney will work on complex transactions involving acquisitions, dispositions, development, leasing, joint ventures, and financings, with the opportunity to manage matters from initial structuring through closing. This group offers a collegial, collaborative environment with strong mentorship and clear opportunities for professional development and advancement. What You’ll Do * Manage complex real estate transactions from inception through closing * Draft and negotiate key deal documents, including: * Purchase and sale agreements * Commercial leases * Joint venture agreements * Development agreements * Financing documents and related instruments * Oversee and coordinate due diligence across title, survey, zoning, environmental, and corporate issues * Work closely with partners, clients, and multidisciplinary deal teams * Provide strategic guidance and support on high-value commercial real estate matters What We’re Looking For * A highly capable Associate Attorney with 3–5 years of experience in complex commercial real estate transactions * Strong drafting, negotiation, and analytical skills * Experience handling acquisitions, dispositions, leasing, joint ventures, development projects, and/or financings * Excellent verbal and written communication abilities * Strong academic credentials * Prior experience at a large regional, national, or international law firm preferred Qualifications * 3–5 years of transactional real estate experience * JD from an accredited law school * Admission to the New York Bar (or eligibility to sit for/admit) Compensation & Benefits This full-time Associate Attorney position may be filled in New York. Pursuant to pay transparency requirements, the compensation range for this role is $260,000 – $365,000, depending on qualifications, experience, and other job-related factors.

Job Description#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Head of Investor Relations & Corporate Development, you will serve as a key strategic partner to the CFO and CEO. This leader will own and evolve Nextdoor's equity narrative, deepen engagement with the investment community, and play a central role in evaluating and executing strategic initiatives that enhance long-term shareholder value. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Dallas, or New York. The Impact You'll Make This role is ideal for a leader who combines strong public-company investor relations experience with deep financial acumen and strategic judgment in consumer internet, marketplace, or advertising-driven businesses. Your responsibilities will include: Investor Relations Leadership • Lead all aspects of Nextdoor's investor relations strategy and execution, • Shape and articulate a clear, differentiated long-term equity narrative aligned with company strategy, • Prepare and guide senior leadership for earnings calls, investor conferences, roadshows, and shareholder engagement, • Develop strong relationships with investors, analysts, and key market stakeholders, • Analyze shareholder composition, investor feedback, peer performance, valuation dynamics, and market sentiment, • Ensure consistency and credibility across earnings materials, investor presentations, and public disclosures, • Serve as a trusted advisor to the CEO and CFO on long-term business model optimization and strategic priorities, • Identify and evaluate 3rd party growth opportunities, including acquisitions, partnerships, and strategic investments, • Lead high-impact transactions end-to-end, including strategic assessment, valuation, financial modeling, due diligence, and negotiation, • Partner cross-functionally with key teams to assess the value-creation potential of new initiatives, support integration planning, and ensure accountability for post-transaction value realization, • Partner with the CFO and executive team on capital allocation strategy across growth investments, operating discipline, and balance sheet management, • Provide analytical support on return frameworks and long-term financial targets, • Support Board materials related to strategy, capital allocation, and corporate development, • Help build and mentor talent within the broader Finance organizationWhat You'll Bring To The Team, • 12 to 15+ years of experience across Investor Relations, investment banking, equity research, corporate strategy, private equity, or corporate development, • Direct experience leading a senior role in Investor Relations at a publicly traded company, • Strong understanding of consumer internet, digital advertising, marketplace, or platform business models, • Ideally, strong familiarity with SaaS and advertising KPIs and public market valuation frameworks, • Demonstrated experience evaluating corporate development opportunities, • Exceptional financial modeling and valuation skills, • Executive presence and ability to engage credibly with sophisticated public market investors, • Strong judgment, communication skills, and cross-functional influence, • High integrity and ability to operate with discretion in a public-company environment The starting salary for this role is expected to range from $300,000 to $350,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. The salary range will be determined by the candidate's geographic location. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Job DescriptionSalary: JOB DESCRIPTION: STRATEGIC PARTNERSHIPS EXECUTIVE Sector: Financial Services Location: Lagos / Nigeria Department: Consumer Business Reports to: Head Consumer Business Level: Mid-Level Executive Type: Full-time Work mode: Hybrid About Paga Paga is on a mission to enable one billion Africans and millions of SMEs to pay, preserve hard-earned income, participate in global trade, and purchase goods and services at home and abroad. We have built a multicurrency, cloud-based payments and financial services engine that leverages multiple business services built on the same best-in-class infrastructure to serve the ecosystem through three businesses - Paga Engine (Enterprise B2B - ); Paga (Consumer - ); and Doroki (SME Retail -). Paga has three licenses with the Central Bank of Nigeria: mobile money, international remittance, and a microfinance bank. Paga is headquartered in the United Kingdom and has operating entities in Nigeria, the United States, and Ethiopia. Founded in 2009, Paga now serves millions of users and businesses across Africa and beyond. Were a fast-growing consumer fintech company on a mission to transform how people in emerging markets manage, move, and grow their money. Our product serves an increasingly global user base, with deep roots in Nigeria, and were now expanding both our reach and our impact. To support this growth, were looking for a Strategic Partnerships Executive (Nigeria) to help us identify high-impact opportunities, build and manage strategic relationships, and lead cross-functional initiatives that drive user and revenue growth. About the Role As Strategic Partnerships Executive - SPE, you will play a key role in shaping and executing our growth strategy across Nigeria and the EMEA region. You will be responsible for acquiring and managing new merchants and partnerships and taking ownership of the Consumer Direct sales pipeline that supports our expansion goals. The ideal candidate will identify market opportunities, assisting merchants and billers to join the Paga ecosystem to grow their business by offering services to our retail customers. The The SPE will work closely with growth and product teams to identify high-impact initiatives and nurture partnerships through effective communication with prospects, understanding their needs and ensuring a smooth transition to established merchants on our platform. This is a high-visibility, high-impact role that requires a deep understanding of the fintech landscape in EMEA, strong commercial instincts, and a track record of executing strategic initiatives end to end. What You'll Be Doing • Identify & execute strategic partnerships across digital services, banking, payments, telcos, fintechs, and platforms to unlock new user segments, revenue streams, growth and distribution opportunities, • Assess market trends, user needs, and competitor activity to recommend new product features or geographic expansion opportunities, • Lead partner relationship management from initial engagement and negotiation through to implementation, performance monitoring, and ongoing optimisation to ensure client satisfaction., • Gather and share feedback with product, operations, compliance, and engineering teams to bring new partnerships and features to life, • Own business development pipelines, conduct due diligence, and prepare business cases for new initiatives, • Collaborate with leadership on regional go-to-market strategies and growth priorities, • Track performance metrics and report outcomes for all initiatives under your portfolio, • Participate and represent the company in exhibitions and or industry events to drive brand visibility and build a prospect pipeline. What Were Looking For • 36 years of experience in fintech, financial services, or tech ideally in a strategy, partnerships, business development, or growth role, • Proven experience building partnerships or strategic alliances in the EMEA region, • Strong project management skills with the ability to drive cross-functional execution, • Deep understanding of EMEA fintech ecosystems, especially in emerging markets (e.g., Nigeria, South Africa, Kenya, Egypt, Brazil, etc.), • Commercial mindset with a strong grasp of business models, revenue drivers, and user behaviour, • Excellent relationship-building, negotiation, and communication skills, • Comfortable working in a fast-paced, ambiguous environment with evolving priorities, • Bachelors degree in Business, Finance, Economics, or related field (MBA is a plus), • Entrepreneurial drive, curiosity, and a self-starter attitude, • Experience working with cross-functional teams (product, legal, compliance, etc.) Nice to Have • Experience working with consumer products, mobile money, neobanks, or remittances Why Join Us? • Join a mission-driven team building meaningful financial tools for underserved users, • Play a leading role in shaping our growth in Nigeria and the EMEA region, • Work in a collaborative, agile, and impact-focused environment, • Competitive compensation, meaningful equity, and growth opportunities. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on grounds of colour, race, nationality, religion, age, ethnic origin, disability, gender, marital status, or sexual orientation in our employment practices.

Job Description About JWX (former JWP Connatix): JWX's mission is to provide technology that empowers media businesses to connect their content with consumers across every platform. We help publishers transform content into multi-format experiences, reach audiences wherever attention moves, and strengthen monetization in a fragmented landscape. As part of the broader ecosystem, JWX also supports streaming companies and advertisers with solutions built for how modern media is distributed and consumed. • Our video players are embedded directly on publisher sites, including Accuweather, Axel Springer, Dotdash Meredith, McClatchy, Penske Media Co., and more., • We work with leading brands and agencies including American Express, Citi, Dentsu, Mars, UM, and more helping them target ads against our publishers' video content., • Own and maintain JWX's fully integrated 3-statement financial model (income statement, balance sheet, cash flow statement), including scenario and sensitivity analyses, • Build complex financial models from scratch to support strategic decisions, M&A activity, capital planning, and pricing analysis, • Perform deep-dive variance analysis versus budget and prior periods; surface actionable findings to senior leadership, • Proactively identify trends, risks, and opportunities in financial dataBoard & Executive Reporting, • Strongly support the preparation of board-level presentations and management decks in PowerPoint, ensuring accuracy, visual clarity, and executive-appropriate storytelling, • Own the weekly, monthly, and quarterly reporting package for assigned business areas and investors, • Assist in preparing materials for lenders, investors, or board members as neededFP&A & Business Partnering, • Strongly support the annual budgeting and quarterly forecasting process for assigned business areas, • Serve as strategic finance partner to department heads—proactively flagging risks and opportunities, not just reporting on them, • Collaborate cross-functionally with accounting, HR, and operations on planning and close activities, • Drive process improvements in financial reporting, planning tools, and workflows, • Own and administer JWX's travel budgeting and spending approval processStrategic Initiatives, • Support strategic initiatives including business cases, scenario modeling, and M&A-related analysis (due diligence, integration planning)Qualifications & Experience, • Bachelor's degree in Finance, Accounting, Economics, or related field, • 3–6 years of progressive financial analysis experience, with meaningful time in a corporate FP&A or business finance role, • Strong Excel skills with proven ability to build fully integrated 3-statement models from scratch, • Strong PowerPoint skills with demonstrated experience producing polished, board-quality presentations, • Hands-on experience with ERP and/or FP&A platforms (NetSuite, Workday, Adaptive, Anaplan, or similar), • Track record of working directly with senior leaders and communicating financial analysis clearly to non-finance stakeholdersKey Competencies, • Strong business partnering instinct builds credibility with non-finance stakeholders quickly, • Ability to synthesize complexity into clear, actionable recommendations, • Proactive and intellectually curious—doesn't wait to be asked, • High ownership mentality; operates well without heavy direction, • Excellent written and verbal communication skills, • Comfortable navigating ambiguity in fast-moving or scaling environments, • Startup mentality—willing to roll up sleeves, wear multiple hats, and build or improve processes where none existNice to Have, • CFA, CPA, or MBA, • Experience supporting M&A activity, integration planning, or due diligence, • Exposure to international operations (multi-entity, multi-currency, intercompany eliminations) JWX LinkedIn Instagram X 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, and/or disability status.

Job Description We’re seeking a hands-on Third-Party Risk Management (TPRM) Consultant to help execute and improve vendor risk processes within a regulated financial services environment. This role goes beyond advisory—you’ll actively perform due diligence, manage vendor risk activities, and drive practical improvements to make the TPRM framework more efficient and sustainable. Key Responsibilities • Execute third-party due diligence for new and existing vendors, • Address gaps in legacy contracts and support vendor offboarding, • Reduce backlog across outsourcing and cloud governance processes, • Implement regulatory requirements (e.g., NYDFS, DORA) into daily operations, • Maintain vendor inventory and ensure timely SLA adherence, • Streamline TPRM processes while continuing day-to-day execution (“fix while running”), • Partner with risk, compliance, legal, IT, and business teams to drive outcomes, • Support audits and regulatory exams with clear documentation Requirements • Hands-on TPRM experience (execution-focused, not just advisory), • Background in financial services or regulated environments, • Experience with vendor due diligence, contract review, and risk assessment, • Familiarity with regulatory frameworks such as NYDFS or DORA, • Strong stakeholder management and communication skills #acgresourcesjobs Please contact MAtt Eidlen 646-442-5459 or Dan McNichol 646-442-2276 Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job Description The Housing Development Coordinator will support the Director of Community Development and Planning in all administrative functions including analysis of new residential/mixed-use development opportunities in the NYC metro region. Complete funding applications for capital financing, grant proposals for operating funding, due diligence and compliance documents for all new housing investments, liaison with relevant agencies, governmental and financial entities and day-to-day administration. Coordinate efforts in order to successfully complete under-construction projects. Essential duties include but are not limited to: • Coordinate construction team tasks for under-construction projects, including construction meetings, calls, budget submissions, among others., • Collaborate with HANAC Joint Venture affordable housing projects, • Administer ULURP processes when required for new housing projects, • Exploration and feasibility analyses of new community development opportunities, • Coordinate all pre-development efforts for new housing projects including financing, • Manage and complete submission of funding applications and grant proposals to various government agencies, lending institutions, and foundations to support new development and their respective operations, • Act as agency liaison with governmental entities with whom HANAC contracts for services and capital projects (e.g. HPD, DHCR, HUD), • Manage the submission of all due diligence and compliance documents for all HANAC projects, • Coordinate schedules and meetings for senior staff as it pertains to the management of existing projects, • Maintain project files in a proficient and diligent manner, • Any other tasks as requiredQualifications:, • Bachelor’s Degree, but preferably a Master’s Degree in Business Administration, Real Estate, Urban Planning, Construction Management, Architecture, or a related field. z6IiVrEr2B

Job Description Purpose of Position The Collateral Risk Manager supports the Credit Risk Management department by managing procurement, coordination, and administration of third-party collateral reports including appraisals, environmental reports, and Property Condition Reports (PCRs/PCAs) for commercial real estate lending and portfolio management. The role emphasizes workflow management, vendor communication, appraisal review, invoice processing, and regulatory compliance. Essential Job Functions: Third-Party Report Procurement & Coordination • Manage the ordering of third-party due diligence reports including, appraisals, environmental reports, and PCR/engineering assessments., • Prepare engagement letters following internal and regulatory requirements., • Coordinate timelines, scope details, and deliverables with vendors., • Track report progress and provide updates to internal stakeholders. Oversight of Appraisal & Review Processes • Direct the appraisal lifecycle: scoping, vendor assignment, review, and acceptance., • Maintain valuation independence structures and enforce regulatory firewalls., • Evaluate 3rd party reviews for credibility, regulatory compliance, and methodological soundness., • Lead coordination of resolution matters with 3rd party providers including appraisers & reviewers. Vendor Management & Compliance Support • Maintain vendor documentation including licenses, E&O insurance, and compliance materials., • Assist with onboarding new valuation, environmental, and engineering vendors., • Track vendor performance issues and escalate as appropriate. Invoice Management & Administrative Support • Receive, validate, and process third-party vendor invoices., • Resolve billing discrepancies and coordinate with Accounts Payable., • Maintain job dissemination and invoice records for audit support. Workflow, Reporting & Documentation • Keep accurate pipeline trackers and workflow logs., • Update internal systems with delivery dates, vendor notes, and completed reports., • Support the Senior Credit Officer / Chief Appraiser in Policy enhancements, preparing audit exhibits, and Board materials. Cross-Functional Collaboration • Provide professional communication and support to internal and external partners., • Responsiveness within the CRM group and the lending team is a must. Knowledge, Skills and Experience Requirements: Required Qualifications • Minimum 7 years of experience appraising and/or reviewing., • Minimum 4 years of experience working in regulated financial institution., • Must have clear understanding of USPAP, • Strong administrative and organizational skills., • Proficiency in Excel, Word, and workflow systems., • Experience coordinating 3rd party vendors, • High attention to detail and accuracy., • Certified General appraisal license. Preferred Qualifications • Proficiency with Collateral 360., • Familiarity with environmental due diligence and PCR reporting., • Expertise in NYC Multifamily tax benefits. Our job titles may span more than one career level. The starting base salary for this role is between $130,000 – $150,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Our client is a major law firm looking for a senior level consultant to act as Head of Risk & Compliance. This role has the potential to subsequently convert to a permanent role and it is onsite 3 days a week at our client's office either in Midtown Manhattan, New Haven, or Greenwich. Primary Responsibilities Strategic Leadership: Direct the US-based risk and compliance function, aligning regional strategies with global standards and overseeing the performance of a dedicated departmental team. Operational Governance: Manage the full lifecycle of new business intake (NBI), including complex conflicts resolution, ethical screens, and the negotiation of engagement terms or waivers. Regulatory & Policy Oversight: Lead "horizon scanning" to identify emerging legal trends, drafting and updating internal policies to ensure the firm remains compliant with state and federal legislation. Financial & Professional Integrity: Coordinate with AML, Sanctions, and Professional Indemnity managers to mitigate financial crime risks and support the management of professional liability claims. Cross-Functional Collaboration: Serve as a key advisor to executive leadership (Finance, HR, and Counsel) on sensitive regulatory matters, professional ethics, and high-risk decision-making. Risk Mitigation for Growth: Provide structured risk assessments for major firm initiatives, such as lateral partner hiring, new office launches, and high-stakes client matters. Training & Quality Assurance: Design and deliver comprehensive training programs for attorneys and staff regarding confidentiality, information handling, and ethical obligations. Data & Reporting: Maintain critical risk registers and deliver high-level reporting to the Partnership Board, ensuring transparency on departmental performance and risk exposure. • Juris Doctor required, along with active U.S. Bar admission in good standing., • At least 6–8 years of experience in law firm risk management, ethics, conflicts, responsibility-related matters, or a General Counsel's office., • Prior people leadership experience with the ability to manage teams and influence senior stakeholders effectively., • Strong background in risk analysis, due diligence, and development of practical risk management strategies., • Knowledge of anti-money laundering principles, regulatory compliance, and governance practices relevant to legal environments., • Demonstrated ability to handle conflicts reviews, ethical issues, and other complex matters requiring sound judgment., • Familiarity with law firm conflicts and intake technology, including platforms such as Intapp, is strongly preferred.

Job Description Be Part Of A High-Performing Team: Join a respected global financial services organization supporting critical compliance operations across the banking environment. This team plays an important role in protecting customer data integrity, strengthening financial crimes controls, and ensuring Know Your Customer processes align with internal standards and regulatory expectations. The environment is detail-driven, deadline-conscious, and collaborative, with a strong focus on accuracy, escalation discipline, and operational excellence. What's In Store For You: Engagement: W2 only (no C2C/1099) This is a remote contract opportunity supporting compliance operations for a major banking institution. The role offers exposure to KYC quality control, AML/BSA/OFAC regulatory processes, customer due diligence documentation, and cross-functional compliance operations. How You Will Make An Impact • Perform quality control reviews of KYC, CIP, due diligence, enhanced due diligence, periodic review, and customer profile documentation., • Review work completed by KYC/ACG Analysts to ensure accuracy, completeness, and alignment with internal procedures., • Validate that required documentation, verification materials, and search evidence are properly captured in the KYC system., • Identify gaps, inconsistencies, or missing information and work with relationship management or internal stakeholders to resolve issues within required timelines., • Escalate confirmed or suspected name matches, adverse media concerns, or other material risk indicators to appropriate compliance leadership., • Support operational efficiency by troubleshooting routine and moderately complex KYC/CIP system issues., • Contribute to compliance program integrity by ensuring adherence to AML, BSA, OFAC, and financial crimes compliance standards., • 3–5 years of specialized experience in financial services, compliance operations, KYC, AML, or back-office banking operations., • Strong technical knowledge of AML, Bank Secrecy Act, OFAC, CIP, KYC, customer due diligence, and enhanced due diligence requirements., • Experience reviewing KYC folders, customer profiles, periodic reviews, verification documents, alerts, or compliance cases., • Ability to interpret policies, procedures, and regulatory expectations with strong attention to accuracy and documentation quality., • Strong analytical, research, critical thinking, and problem-solving skills., • Proficiency with compliance systems and Microsoft Office applications., • Strong written and verbal communication skills with the ability to escalate issues clearly and appropriately., • BA/BS preferred, or equivalent experience., • CAMS certification preferred.

Job Description A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team. This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory, strategic advisory, and private placements. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Technology verticals. Key Responsibilities • Lead coordination of equity and debt capital raises and M&A advisory transactions, • Prepare and review confidential information memoranda, management presentations, and marketing materials, • Develop comprehensive financial analyses and valuation models, • Conduct sector-specific and company due diligence, • Build relationships with senior bankers, corporate clients, private equity firms, and venture capital investors, • Undergraduate degree, • Investment banking background with Technology M&A experience (strong preference for closed deals), • Advanced financial modeling and valuation analysis expertise in Excel, • Relevant FINRA licenses (SIE, Series 63, Series 79), • Exceptional written and verbal communication skills with strong attention to detail, • Team-oriented work style with proven analytical capabilities, • Currently at A2A or Associate 2 level with proven transaction execution track record, • Experience across Technology sub-sectors (software, SaaS, fintech, payments, etc.), • Ability to manage multiple workstreams in fast-paced environments, • Strong business judgment and strategic thinking, • Self-motivated with ownership mentality, • Small deal teams enabling accelerated learning and responsibility, • Direct exposure to complex Technology transactions and senior leadership, • Clear advancement opportunities and mentorship from experienced bankers, • Collaborative, entrepreneurial culture with access to decision-making, • Extensive institutional client relationships and global distribution platform, • Highly competitive compensation including base salary, discretionary bonus, and long-term incentives, • Comprehensive benefits package (health, dental, vision, 401(k) with match) Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.

Job Description At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. Position Overview: We are seeking an experienced professional to help us build and grow our Technical Due Diligence (TDD) Practice in North America. This senior role blends deep engineering and operational expertise with strategic advisory capabilities, supporting investors, lenders, and concessionaires in financing and acquisition decisions. Alongside our existing leaders, this senior role will be responsible for driving strategic growth, delivering complex projects, and fostering long-term client relationships within the infrastructure sector. Key Responsibilities Driving Strategic Growth: • Help drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing revenue;, • Act as a technical and thought leader both internally and externally in the market;, • Technical Due Diligence Leadership: Lead and deliver technical due diligence for Transport/Energy/Social assets. Conduct site visits and assess asset condition, performance, and risks., • Project Management: Manage multi-disciplinary teams across geographies, languages, time-zones and cultures, integrating external specialists and internal colleagues to deliver high-quality, timely, and cost-effective outcomes., • Client Advisory: Translate technical findings into actionable insights for investors and stakeholders. Collaborate with Financial, Traffic & Revenue and Environmental, Social and Governance due diligence teams to produce integrated reports., • Risk Assessment: Identify and evaluate technical and operational risks of infrastructure assets, including but not limited to, contractual and risk allocation, construction approach and schedule, Operation and Maintenance (O&M) and OPEX, lifecycle plans and CAPEX, and propose mitigation strategies., • Reporting & Communication: Prepare clear, client-ready reports and presentations tailored to investor audiences. Communicate effectively with both technical and non-technical stakeholders. The ideal candidate will meet most of the requirements outlined below: • Bachelor’s degree in Engineering (Civil, Mechanical, Industrial) or related field; Master’s degree preferred., • 10+ years of professional experience in infrastructure sector and/or design/construction/operation/maintenance work experience. Having 4+ years in an advisory firm would be an advantage., • Proven track record in technical due diligence and transaction advisory to Lenders, Investors and Sponsors for Transport/Energy/Social infrastructure assets., • Previous experience and knowledge of the PPP model in North America, Project Finance, M&A, and technical and commercial risk assessment., • Strong analytical skills and proficiency in interpreting engineering data and operational metrics., • Market knowledge to position for and win new TDD projects in NA., • Ability to guide project delivery, proposing action plans and demonstrating confidence in decision making., • Experience coordinating multidisciplinary teams and managing complex workstreams under tight transaction timelines., • Ability to interface confidently with clients, legal and financial advisors, and institutional investors, supporting negotiations and Q&A processes., • Understanding of financial model inputs (CAPEX, OPEX, lifecycle costs) and contractual arrangements, and their implications on valuation and bankability., • Excellent communication and report-writing skills in English. Desirable fluent speaking in at least another language (e.g. Spanish, Portuguese, French, German, etc.) How You’ll Grow We value curiosity and a commitment to growth at every stage of a career. Regardless of your level of experience, you will be encouraged to keep learning, build new capabilities, and pursue opportunities that expand your impact and professional development. You will be supported through structured programs and on-the-job learning opportunities that build the breadth and depth of your skills at each level of growth and leadership. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully. Salary range - 180k - 280k w/ benefits

Job Description About Steer At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. This role is open to applications near Steer's offices, and remote in USA & Canada. What You’ll Work On Steer is the top Technical Advisor for Transport transactions globally and has a strong reputation in providing Traffic and Revenue (T&R) services in North America (NA). The type of similar projects you can expect to work on are: • An investment‑grade forecast for a major toll highway concession, supporting investors and lenders., • A connected‑vehicle / managed‑lane corridor assignment, factoring in how AVs and EVs could shift travel choices., • A large parking program—citywide meters or a university garage portfolio—with demand shaped by policy and mobility trends., • A refinancing / diligence support effort for a mature toll facility, with workshops and rapid responses to lender questions. We are currently recruiting across different levels in the team so please still reach out if you are interested but your experienced is not in line with this Job Description. Key Responsibilities: Delivering Projects • Serve as Task Lead/Project Manager/Project Director on a portfolio of projects., • Be responsible for project delivery and client management to ensure adherence to scope, schedule, and budget while maintaining the highest quality standards., • Coordination or project teams including providing on the job training and technical review role., • Develop long-term relationships with key clients, partners, and industry stakeholders., • Support business development efforts, including pre-positioning, proposal development, presentations, and negotiations., • Stay informed about market trends to create compelling scopes that respond to client needs., • Develop and Mentor staff, focusing on technical skill development, career development, and performance management., • Contribute to capability development and knowledge sharing across Steer., • Minimum of 10 years of experience in the transportation industry with an emphasis on Traffic and Revenue (T&R) forecasting in the North America Highways Transactions market., • Technical background in Traffic, User Demand, or Ridership forecasting – including the development of ridership models using Network Models and/or Econometric modelling., • Proven ability to Project Manage fast paced T&R projects for primary and secondary highway transactions for private sector clients., • Expert technical network modelling skills in Cube and/or EMME., • Expert technical skills in econometrics, choice modelling or other T&R techniques., • Market/modal experience outside of highways (examples include, but are not limited to: Parking, Ferries, Transit, EV Charging, Ports, Airports), • Technical background in other relevant areas outside of T&R (examples include, but are not limited to: EV/AV Technology and Forecasting, Technical Due Diligence, business/strategic case development, funding/financing)., • Client relationships that could bring new opportunities to Steer. How You’ll Grow Whether you join immediately after graduation, or as a senior leader, Steer is committed to helping you grow your career in ways that add to your breadth of experience on a variety of projects, the depth of your technical skills with clients, your client and project management knowledge, and your leadership awareness and practice. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm Be advised that this is an estimated benchmark salary of good faith. All compensation, regardless of location, may be subject to change as skills, abilities, and internal equity are considered. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Why People Choose Steer Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully.

Job Description WHY WE EXIST Money should move as easily as data. It doesn't today. Technology is finally catching up to the need — customers expect instant, global, programmable money. HIFI exists to fix that. Our mission is to make money programmable by default, and to give developers and businesses the tools to move value at software speed. We're rebuilding the financial plumbing of the internet from the ground up. WELCOME TO THE HIFI NEW GRAD PROGRAM This role is part of HIFI's New Grad Program — a structured 3-month contract designed to give early-career talent real ownership, real mentorship, and a real path to full-time employment. You won't be handed busywork. You'll be embedded in a team working on live infrastructure from day one, paired with a senior colleague who will support your growth, and evaluated for a full-time offer at the end of your contract. We're not looking for someone who has all the answers. We're looking for someone who asks the right questions, moves with urgency, and raises the bar every week they're here. WHAT YOU'LL DO * Execute core operational workflows including due diligence on vendors and partners, and end-to-end payment operations across fiat and stablecoin rails * Assist with Customer Success function including onboarding workflows, including coordination of KYC/KYB documentation review and status tracking * Lead strategic research initiatives on emerging trends in stablecoins, payments, and card infrastructure to inform company direction * Build and maintain quantitative and operational models to support key business decisions, forecasting, and performance tracking * Identify operational bottlenecks and work cross-functionally with engineering, compliance, and product to build better processes WHAT WE'RE LOOKING FOR * Currently completing (expected graduation June 2026) or recently completed Bachelor's degree in Finance, Business, Economics, Accounting, Operations Management, or a related field — or equivalent demonstrated experience * Operate with high ownership and urgency, taking full responsibility for outcomes across ambiguous, cross-functional initiatives * Excel in fast-paced, high-growth environments, able to prioritize effectively and drive multiple workstreams in parallel * Communicate clearly and influence stakeholders, aligning teams across product, engineering, compliance, and external partners to get things done NICE TO HAVE * Internship or coursework in finance, banking, payments, fintech operations, or a related field * Exposure to payment rails, digital assets, or stablecoin ecosystems — even at a foundational level * Experience with tools like Excel, Notion, Airtable, or similar operational platforms * Genuine interest in how money moves — and a desire to understand why it sometimes doesn't THE HIFI CODE This is how we operate. Not aspirational — actual. Ownership If you touch it, you own it. Speed We bias toward motion. Clarity Confusion is a signal to act. Standards Quality matters always. Truth We value directness without drama. COMPENSATION & BENEFITS The expected salary range for this role is $60,000 - $76,000 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. This role begins as a 3-month contract with a structured path to full-time employment upon successful completion. During the contract period, we offer commuter benefits ($250 travel stipend) Must be within commutable distance from our New York office and able to work in person most days of the week EQUAL OPPORTUNITY STATEMENT HIFI is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. We also provide reasonable accommodations during the hiring process. By submitting your application, you acknowledge that HiFi will process your personal information in accordance with our Applicant Privacy Policy. Compensation Range: $60K - $76K

Job Description Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in New York City. This brand name investment bank offers a key role within an experienced team focused on technology companies. The successful candidate will support senior bankers in executing M&A and financing transactions across all technology sub-verticals. This position provides direct exposure to CEO, CFO, and Board level contacts, along with significant responsibility and advancement opportunities. Ideal candidates will have previous technology investment banking experience at the Analyst level. Primary Responsibilities: • Participate in client transactions, projects, and assignments, • Interact with clients, internal banking teams, and product teams, • Assist in preparing presentations and marketing materials (e.g., CIM, Management Presentations), • Conduct valuation analyses and financial modeling of clients and targets, • Review business plans, conduct research, and analyze financial statements, • 1+ years of investment banking experience, preferably in technology-M&A related transactions, • Strong financial modeling and analytical skills, including knowledge of financial accounting, • BS or BA in finance or similar field with an exemplary academic record, • Outstanding written and oral communication skills, • High motivation, energy, and interpersonal skills, • Ability to manage multiple tasks in a dynamic, meritocratic, team-oriented environment, • Proficiency in Microsoft Office

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee the entire engagement to develop, review and evaluate financial models within broadly defined guidelines, focusing on major assumptions for projections, scenarios analysis and comparisons to historical results., • Establish an in-depth understanding to compile and evaluate company and industry data from key information sources such as Pitchbook, Company Reports and Financial Statements and industry sources., • Identify key financial and operational issues, results and trends and report on key findings that may impact a potential transaction., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review financial analysis as required for the transaction process., • Oversee the preparation of target lists of potential investors or buyers based on information sources and general internet searches., • Review financial statements, general ledger, and trial balances to evaluate historical financial performance, including sustainable earnings, working capital, etc., to uncover performance issues/trends., • Lead and manage client delivery projects related to deal strategy activities to support clients in the business transaction lifecycle on both buy side and sell side., • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Build in person connections with peers and managers., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Oversee a managed book of $1,200,000 in revenue., • Support Firm initiatives and development opportunities., • Strong financial modeling skills with ability to structure fully integrated financial models., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification., • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times. This position is an exempt position as it relates to the fair labor standards Act. Centri 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. #LI-Hybrid

Job Description Investment Professional – Direct Private Equity Fully remote - US based 175 - 225K + upside Position Overview A growing family office is building its direct investment platform focused on acquiring majority or 100% ownership stakes in small, profitable private companies. We are seeking an entrepreneurial, execution-focused investment professional to source, evaluate, and execute direct investments, while helping build a scalable deal pipeline and investment process. This is a high-ownership, high-accountability role with direct exposure to the Principal and CFO. The role is ideal for someone who wants to operate like an independent sponsor within a family office structure—owning deals from origination through closing and monitoring performance post-acquisition. The position can be full-time or part-time, depending on the candidate and deal flow. Investment Strategy • Equity Investment Size: $2M – $5M per deal, • Target Company Size: ~$5M – $10M enterprise value, • Deal Type: Majority control or 100% acquisition, • Deal Volume: ~2–3 transactions per year, • Financial Profile: EBITDA positive (or near breakeven), • Focus: Businesses with a clear, defensible value proposition, • Structure: Flexible (leverage, seller financing, earnouts, etc.), • Industry Scope: Generalist (excluding inventory-heavy / food businesses) Key Responsibilities 1. Deal Sourcing & Pipeline Development • Build and manage a proprietary deal pipeline, • Develop relationships with:, • Investment bankers, • Business brokers, • Intermediaries and referral sources, • Source both on-market and off-market opportunities, • Proactively originate deals through outreach and network development, • Track and manage pipeline activity in a structured manner 2. Investment Evaluation & Underwriting • Lead initial screening and qualification of opportunities, • Perform financial analysis and build investment cases, • Partner with the CFO on:, • Financial modeling, • Return analysis, • Capital structure considerations, • Evaluate:, • Business quality and competitive positioning, • Revenue stability and growth potential, • Key risks and operational considerations, • Prepare concise investment memos for internal decision-making 3. Due Diligence & Transaction Execution • Lead the deal process from LOI through closing, • Coordinate diligence, including:, • Financial review, • Customer and business validation, • Operational assessment, • Work with legal counsel on transaction structuring and documentation, • Negotiate key deal terms, including:, • Purchase price, • Seller financing, • Earnouts and incentives, • Manage transaction timelines and ensure efficient execution 4. Financing & Capital Structuring • Support sourcing and evaluation of debt financing when applicable, • Interface with lenders and financing partners, • Assist in structuring deals to optimize risk-adjusted returns 5. Portfolio Monitoring • Monitor performance of acquired companies, • Review financial results and track against underwriting expectations, • Maintain regular communication with management teams, • Identify key risks and performance issues early, • Support strategic decisions at a high level (without day-to-day operating responsibility) 6. Platform Development • Help build internal investment processes and playbooks, • Improve sourcing strategies and pipeline conversion, • Contribute to shaping long-term investment strategy Candidate Profile Strong preference for candidates with experience in: • Small / micro-cap private equity, • Search funds or independent sponsor environments, • Operator background (CEO, COO, or senior leadership in small businesses) Experience & Skillset • Demonstrated ability to source or drive deal flow, • Strong commercial judgment and business intuition, • Experience evaluating small to lower middle-market companies, • Ability to operate in a lean, unstructured environment, • Comfortable wearing multiple hats across sourcing, diligence, and execution, • Strong communication skills with the ability to engage owners, brokers, and advisors Personal Attributes • Highly self-directed and entrepreneurial, • Strong sense of ownership and accountability, • “Hunter” mentality for sourcing opportunities, • Practical and execution-oriented (not purely theoretical), • Comfortable working directly with senior decision-makers Send your resume to:

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job Description At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. What You’ll Work On: We are seeking an experienced professional help grow our Rail & Transit practice with their deep expertise in areas such as O&M cost modelling, business planning/modelling, ancillary revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Working as part of our Rail and Transit team, this role will be responsible for delivering detailed components of complex transportation and rail projects, as well as business development with new clients. The preferred candidate will have strong technical skills in Commercial Advisory, especially within the rail and transit sector. Key Activities: Delivering Complex Projects • Project or technical leader on portfolio of projects – focused on or including Commercial Advisory services, ensure adherence to scope, schedule, and budget while maintaining the highest quality standards and client satisfaction., • Manage risk adhering to company policies and procedures, • Grow the Commercial Advisory portfolio, promoting and marketing Steer’s Commercial Advisory services to existing and new clients., • Develop long-term relationships with key clients, partners, and industry stakeholders., • Support business development efforts, including pre-positioning, proposal development, presentations, and negotiations., • Develop and mentor staff, focusing on technical skill development, career development, and performance management., • Contribute to Commercial Advisory services capability development and knowledge sharing across Steer., • Provide leadership and support to a multidisciplinary team, fostering a collaborative, innovative, and high-performing work environment., • Minimum of 10 years of experience in the transportation industry with an emphasis on the commercial aspects of rail and transit delivery, preferably including private sector participation in delivery., • Technical background in relevant areas. Examples include, but are not limited to, business case/strategic case development, procurement/bid support to deliver rail and transit services, funding/financing strategies., • Demonstrated success in growing commercial advisory services, working directly with clients and senior decision-makers and leading projects that tackle complex transportation and rail challenges., • Proven ability to manage complex transportation and rail projects and work directly with a range of clients and senior decision-makers., • Experience in a consultancy environment delivering similar services is preferred. How You’ll Grow We value curiosity and a commitment to growth at every stage of a career. Regardless of your level of experience, you will be encouraged to keep learning, build new capabilities, and pursue opportunities that expand your impact and professional development. You will be supported through structured programs and on-the-job learning opportunities that build the breadth and depth of your skills at each level of growth and leadership. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully. Salary Range - $120,000 – 180,000 w/ benefits

Job DescriptionThe Opportunity: Corporate Associate AttorneyCapital Markets GroupAbout the FirmA highly regarded, nationally recognized law firm is seeking a Corporate Associate Attorney (3–5 years’ experience) to join its sophisticated Capital Markets practice in the New York office. This is an exceptional opportunity to work alongside leading practitioners on complex, high-profile transactions representing issuers, underwriters, and financial institutions across a broad spectrum of industries.Position OverviewThe ideal candidate will have substantive experience handling a wide range of capital markets transactions, including both registered and unregistered debt and equity offerings, as well as liability management transactions. Candidates should be comfortable operating in a fast-paced, team-oriented environment and contributing meaningfully to transaction execution and client strategy.Key Responsibilities • Represent issuers, underwriters, and financial institutions in public and private securities offerings, • Draft and negotiate offering documents, underwriting agreements, indentures, and ancillary transaction materials, • Advise clients on SEC reporting and disclosure obligations, • Assist with liability management transactions, including exchange offers, tender offers, and consent solicitations, • Conduct due diligence and coordinate transaction execution across multidisciplinary teams, • Provide strategic guidance on capital markets compliance and corporate governance mattersQualifications, • 3–5 years of experience in capital markets transactions at a leading law firm, • Experience with registered offerings (including IPOs and follow-on offerings) and Rule 144A / Regulation S transactions, • Exposure to high-yield and investment-grade debt offerings preferred, • Strong drafting, analytical, and organizational skills, • Excellent academic credentialsWhy Join This Firm?, • Work on sophisticated, market-moving transactions, • Collaborate with nationally recognized capital markets partners, • Gain meaningful client exposure and hands-on transactional responsibility, • Competitive compensation and comprehensive benefits package, • Clear path for professional development within a premier corporate platform

Job Description Hybrid Law Firm Partner Privacy Salary Range of 225K-250K Plus Yearly Bonus Offered, Equating To 1M-2M Excellent compensation package plus benefits New York, NY A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. This strategic hire will support increasing client demand and strengthen the team’s ability to counsel sophisticated clients on complex and evolving data privacy issues. About the Role: The ideal candidate will bring extensive experience advising clients on U.S. and international privacy laws and frameworks, providing practical and forward-thinking legal guidance on compliance, risk management, incident response, and strategic data use. You’ll serve clients across industries such as technology, healthcare, education, media, retail, and financial services. In this role, you’ll collaborate closely with other senior attorneys and practice leaders, mentor junior lawyers, contribute to thought leadership, and play a key role in expanding one of the firm’s fastest-growing practices. Why Join: This opportunity offers a national platform and entrepreneurial environment where experienced attorneys can lead and grow. The Privacy and Data Protection team is collaborative and interdisciplinary, working closely with practices across corporate, employment, healthcare, and IP law. Attorneys are supported by strong administrative resources, a national footprint, and firm-wide investment in privacy as a strategic area of growth. Requirements • Deep subject matter expertise in domestic and global privacy laws (GDPR, CCPA/CPRA, HIPAA, GLBA, FERPA, and others), • Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational implementation, and risk mitigation, • Experience supporting incident response, breach notification, and regulatory investigations, • Familiarity with privacy due diligence and data-related concerns in M&A and commercial transactions, • Strong skills in drafting and negotiating data protection agreements, vendor and customer contracts, and privacy schedules, • A client-first mindset, strong judgment, and a collaborative, solutions-oriented approach, • Medical, dental, and vision insurance, • Life and disability coverage, • Flexible spending accounts and commuter benefits, • Generous vacation and sick leave, • Paid holidays, parental leave, fertility benefits, and backup care support

Job Description About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people from different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment. About the Role As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in enterprise software and services businesses. This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing. Key Responsibilities Investment Evaluation, Due Diligence & Execution * Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments * Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis * Prepare investment screening memos and present initial findings to the investment team * Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market * Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process * Prepare investment committee memoranda, presentations, and supporting materials * Support deal structuring, term sheet development, and negotiation processes Portfolio Company Support * Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management * Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies * Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting Firm Building * Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base Ideal Candidate * At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement) * Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses * Strong financial modeling and due diligence acumen across multiple transaction types * Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations * Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail * Strong project management, organizational, process management, and communication skills * Excel in building strong relationships with intermediaries, management teams, and advisors * A bachelor’s degree from a top university with a strong GPA What We Provide * Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $150,000-$250,000 Total Compensation - depending on experience * Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth. * Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards. * Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm. * Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events. Powered by JazzHR BIjFYKusDK

Job Description By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making. What You'll Do: • Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives, • Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context, • Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors, • Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences, • Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics, • Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members, • Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure, • Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics, • Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms, • Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate, • Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making, • Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects, • Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships, • Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development, • Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time, • Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policiesWhat You'll Bring:, • 6+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm, • Minimum of 4+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements, • Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt, • Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams, • Strong technical accounting background with deep knowledge of GAAP and financial statement analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations, • Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights, • Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment, • Experience mentoring and developing junior team members and contributing to team performance and engagement quality, • Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency, • Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately, • Degree in Accounting, Finance, or Economics

Job Description Private Equity Associate | AmLaw Firm (Boston | New York | Philadelphia | San Francisco) Position: Mid-Level Associate (Lateral) Practice Area: Private Equity / Corporate Transactions Experience Level: 3–6 years (Class of 2019–2022) Overview: An AmLaw firm is seeking a highly qualified Private Equity Associate / Counsel to join its Private Equity group, advising top-tier sponsors and portfolio companies on high-value transactions. This position offers the opportunity to work across industries—including technology, healthcare, life sciences, financial services, and consumer products—with exposure to both domestic and cross-border deals. Responsibilities: • Represent private equity sponsors and their portfolio companies in M&A, leveraged buyouts, growth equity, and recapitalization transactions., • Draft and negotiate purchase agreements, merger agreements, investor rights, and equity documents., • Lead portions of deal execution, coordinate due diligence, and liaise directly with clients, counterparties, and internal practice groups., • Support emerging companies and investors in venture capital financings and exits. Ideal Candidate Profile: • 3–6 years of experience in Private Equity, M&A, or Venture Capital transactions at a top law firm., • Demonstrated ability to manage multiple deal components independently and thrive in a collaborative environment., • Strong business acumen and understanding of deal dynamics, valuation, and capital structures., • Exceptional drafting, negotiation, and communication skills., • Experience representing both sponsors and portfolio companies is highly valued., • Familiarity with growth equity and minority investments is a plus., • Relevant bar admission (or ability to obtain promptly) and deal sheet required., • Academic excellence from a top-tier law school. Why This Role Stands Out: This is one of the most active Private Equity groups in the country, advising sponsors managing billions in committed capital. The team provides associates with high visibility, partner interaction, and hands-on experience leading major transactions. Locations: Boston | New York | Philadelphia | San Francisco

Job Description Job Type: Contractor Location: Remote Role DescriptionIf youre a senior MA professional who thrives on rigorous financial analysis, transaction logic, valuation nuance, and clear investment reasoning, this is a unique opportunity to contribute directly to how the next generation of AI systems understand deal-making. Were looking for experienced MA analysts who can evaluate complex acquisition scenarios, identify flawed assumptions, assess strategic rationale, and explain transaction mechanics with precision. Youll challenge advanced language models on domain specific topics to strengthen model reasoning in high-stakes finance contexts.Your Profile • 3+ years of hands-on experience in mergers and acquisitions, investment banking, corporate development, private equity, transaction advisory, or a closely related field., • Significant hands-on work with financial modeling, including DCF analysis, comparable company analysis, precedent transactions, merger models, and accretion/dilution analysis., • Deep knowledge of MA transaction processes, deal structuring, due diligence, valuation methodologies, financing considerations, and strategic rationale., • Strong understanding of financial statements, enterprise value, equity value, working capital, purchase accounting, synergies, tax considerations, and shareholder impact., • Proven experience evaluating complex business combinations, acquisition targets, transaction assumptions, and investment committee-style recommendations., • Demonstrated experience in preparing, reviewing, or advising on transaction materials such as CIMs, management presentations, board materials, diligence reports, or investment memos., • Bachelors degree in Finance, Accounting, Economics, Business, or a related field required; MBA, CFA, CPA, or relevant advanced credential preferred., • Previous experience with AI data training, annotation, or evaluating AI-generated technical content is a strong plus.Key Responsibilities, • Evaluate and refine AI model responses involving MA analysis, valuation, transaction structuring, due diligence, and strategic finance., • Review AI-generated prompts, model outputs, financial reasoning, assumptions, calculations, and written explanations for accuracy and professional quality., • Identify errors in merger models, accretion/dilution logic, enterprise value calculations, purchase accounting, synergy assumptions, and financing structures., • Provide structured feedback that explains why an answer is correct, incomplete, misleading, or analytically unsound., • Design or review challenging MA scenarios that test whether models can reason through real-world transaction complexity., • Shape AI communication standards for finance-related responses, ensuring outputs are clear, precise, appropriately caveated, and suitable for professional users., • Support benchmarking efforts by comparing AI-generated responses against expert-level financial analysis and transaction best practices., • Review and refine AI-generated prompts and responses to improve consistency, factual accuracy, and analytical depth across MA workflows.

Job Description CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a detail-oriented and proactive Associate, Bank Operations who will focus on abandoned and unclaimed properties. This role is a hybrid role reporting on-site 2-3 days per week Responsibilities: • Run daily/weekly dormancy and escheatment reports to identify eligible accounts across product lines (checking/savings, cards, remittances, gift cards)., • Validate dormancy triggers (e.g., period of inactivity, returned mail, undeliverable statements) and customer contact details., • Prepare and send due diligence notices (mail/email) within mandated timelines; track responses and reactivation outcomes., • Process state escheat filings (pre‑escheat, remittance, and post‑escheat confirmations) and reconcile balances with Finance/GL., • Post required general ledger entries and ensure journal support aligns with filings and remittances., • Maintain audit trails: notices, dates, amounts, account evidence, and state reporting artifacts., • Coordinate with Customer Service to reactivate accounts when customers respond; reverse escheat workflow where appropriate., • Partner with Compliance/Legal on policy interpretation and changes to state rules., • Work with Finance on monthly close impacts, reconciliation, and remittance confirmations., • Coordinate with Technology/Data teams on report logic, file formats, and secure data transfer to state portals/vendors., • Engage Customer Experience on outreach templates and clear customer guidance., • Research and resolve customers’ inquiries, • Work collaboratively with internal teams to ensure client satisfaction and successful project completion., • Generate and compile data for internal/external audits. Which may include MRA remediation related 314 rule., • Perform quality control checks to ensure all processing and posting are accurate., • Perform other duties as assigned by Management. Knowledge, Skills, and Abilities: • “Roll-up-your sleeves” entrepreneurial approach desired., • Excellent verbal, written, interpersonal communication and leadership skills are essential., • Must have a proven track record of effectively working in cross-functional teams, communicating effectively with the vendors/partners, customers, and internal teams. Education, Training, and Experience: • Bachelor’s Degree or equivalent work experience in a related field, • 1–3 years of banking operations experience (deposit ops, card ops, payments, reconciliations, or settlements)., • Familiarity with escheatment/unclaimed property processes (dormancy, due diligence, reporting, remittance). Salary Range: $65K - $75K / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients through as solid understanding of relationship banking. We offer a full range of services including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionOur esteemed SelectLeaders Client is a multi-strategy real estate investment and development firm specializing in the acquisition, financing, and development of institutional-quality mixed-use and multifamily projects, often incorporating affordable housing. Their mission is to deliver thoughtful, community-driven projects that merge design excellence, social impact, and financial performance. With over $1 billion in assets across their portfolio, they are able to create value for investors and the communities in which they build. To support their current projects and a strong development pipeline, they are seeking an organized, detail-oriented and design-minded Assistant Project Manager (APM) with a background in architecture and 3–5 years of experience in construction management or real estate development. This hands-on position supports the Senior Project Manager and the Development Team across all project phases, from design and entitlements through construction and closeout. In this role, the Assistant Project Manager will gain direct exposure to the full development cycle and a defined growth path to a Project Manager position. The ideal candidate will possess experience with architectural design tools like Revit, have experience with field project management experience and be eager to learn all stages of multifamily development projects. Responsibilities • Maintain an organized and detail-oriented approach to managing administrative tasks, documentation, schedules, and project deliverables to ensure accuracy, efficiency, and accountability across all phases., • Assist in developing and managing detailed project plans — including timelines, budgets, and resource allocation — to ensure efficient, on-time, and on-budget project delivery., • Collaborate with architects, engineers, and consultants to translate design vision into coordinated, buildable solutions that align with project objectives., • Utilize Revit to produce concept massing for early-stage due diligence studies., • Track progress and anticipate challenges, proactively identifying risks and implementing creative solutions to keep projects moving forward., • Communicate project updates clearly and consistently with senior management and partners to maintain alignment and transparency across all phases., • Support procurement and contracting efforts, including managing bids, negotiating agreements, and coordinating vendors to ensure quality, cost, and schedule performance., • Assist in budget development and financial oversight, supporting monitoring expenses, reviewing change orders, and identifying cost-saving opportunities without sacrificing quality or safety., • Conduct regular site visits to review progress, quality, and safety standards, addressing field issues promptly to minimize delays or rework., • Ensure compliance with design documents, building codes, and applicable laws throughout the construction process., • Collaborate with internal teams, including acquisitions, accounting, finance, marketing, and operations., • Prepare to obtain financial documentation such as invoices, pay applications, and monthly requisitions, ensuring accuracy and timeliness., • Foster strong relationships with contractors, consultants, public agencies, and community partners to support long-term collaboration and project success., • Contribute to regular Operations Review Meetings, presenting progress, budget status, and key milestones., • Manage multiple priorities in a fast-paced environment and work well under pressure to meet tight deadlines. Qualifications, • Bachelor’s degree in architecture, construction management, engineering, or related field., • 3–5 years of relevant experience in development, construction, or architecture with direct field project management experience., • Proven experience as an Assistant Project Manager in mixed use residential development, with a history of successful project delivery., • Previous work experience as a Developer’s Owner’s representative is preferred., • Strong understanding of construction processes, building codes, and urban multifamily design., • Proficiency in design and construction project management software such as Revit, Procore, Bluebeam, and Microsoft Office Suite., • Experience using Adobe Creative Suite, AutoCAD and Yardi a plus, • Excellent communication, organization, and problem-solving skills, with the ability to prioritize tasks effectively., • Effective problem-solving and decision-making abilities, with a focus on finding practical and innovative solutions to keep the project moving forward per the schedule.

Job Description Job Description The Bank Secrecy Act Analyst works on a team that performs monitoring of daily BSA-related bank functions to ensure conformity and adherence with all applicable BSA/AML, USA Patriot Act, and OFAC related laws and regulations, performs a variety of routine daily tasks, prepares CTR reporting and correspondence, participates in special department projects, and assists the BSA Officer as needed. Responsibilities include reviewing CTRs daily, preparing CTRs for e-filing, monitoring customer transactions, reviewing account opening documents, resolving account activity alerts and assisting in investigation and preparation of suspicious activity cases and writing narrative summary of findings to report to the BSA/AML Officer. Reports To • BSA/AML Officer Primary Responsibilities • Responsible for reviewing new account documentation to ensure the Bank follows BSA policy pertaining to CIP and KYC and that all new accounts are established following current procedures., • Responsible for reviewing alerts generated by the AML monitoring system for compliance with BSA/AML regulations and reporting of accounts where potential suspicious/unusual activity has been noted., • Communicates with branch personnel and management to obtain and validate client information and are responsible to ensure all discrepancies are documented and resolved., • Perform independent analysis for cases involving potential suspicious activity., • Perform continuing activity reviews, detect, and monitor suspicious activity and possible money laundering patterns. Further researches and completes Suspicious Activity Reports (SARs) and submits to management for approval., • Perform OFAC alerts review that are generated by the internal system and guide MFS Branch network on potential OFAC hits., • Review and prepare Currency Transaction Reports (CTRs) for e-filing., • Perform research to review and update Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)., • Conduct periodic reviews of high-risk accounts and customers (EDD Reviews)., • Retain and complete ongoing external education and training for AML/BSA Compliance to stay current with changes in BSA and related laws and regulations., • Participate in department projects as needed., • Any or all other duties as assigned. Desired Skills & Experience • Minimum of 1 to 3 years of direct work experience in BSA risk analysis or equivalent with related experience in other areas of banking and/or financial investigations., • Working knowledge and understanding of general OFAC, BSA/AML, and USA PATRIOT ACT and risk management principles., • Knowledge of core banking systems., • Knowledge of BSA monitoring systems., • Strong Knowledge of CIP and KYC account documentation requirements for business and consumer accounts., • Internet research skills, • Must have excellent time management, verbal, and written communication skills., • Strong proficiency in Microsoft Word, PowerPoint and Excel., • Sound analytical and problem-solving skills., • Good organizational skills, along with the willingness to take the initiative to meet deadlines and manage multiple tasks., • Detail oriented with a strong emphasis on quality of work., • Ability to work independently and in a team setting., • Ability to maintain confidentiality of sensitive material., • Knowledge of Verafin system, is a plus, • CAMs certification is desirable., • Completion of CAMs certification required within the first year of employment

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discounts, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Tuition assistance, • Vision insurance Optimatum Solutions is seeking a Business Development Associate - Private Equity - M &A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. Were looking for a driven professional ready to take ownership in a role that blends sales support with hands-on marketing execution. In this position, youll have the autonomy to shape how we grow revenue by: Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking Managing client relationships and expansion efforts with a proactive, independent approach Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact Designing and refining sales materials that directly influence client engagement and deal success This is an in-person role designed for someone who thrives in environments where initiative is valued and independence is encouraged. With flexibility to expand responsibilities based on your availability and business needs, youll have the chance to make a visible impact while growing your career. If youre ready to leverage your experience in a setting where agility, creativity, and impact matterand where your work will be seen and feltthis is the role for you. Our Story Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability. Were a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, youll find an environment that encourages continuous learning and personal developmentwithout the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions. The Opportunity The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle. Key Responsibilities Business Development & Sales Support • Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates., • Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients., • Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy., • Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.Client Development & Relationship Management, • Coordinate outreach campaigns, client touchpoints, and followup activities with PE firms, operating partners, and portfolio company executives., • Track client engagement metrics and prepare reports for leadership on relationship health, crosssell opportunities, and market penetration., • Support planning and execution of marketing events including: roundtables, webinars, and conferences. Operational Support • Maintain accurate tracking of activities and action items for the leadership team., • Assist with scheduling and logistics for meetings and marketing initiatives., • Ensure compliance with firm policies, risk management procedures, and brand standards.Required Qualifications, • 24 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment., • Direct experience supporting teams that work with private equity firms or portfolio companies is required., • Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients., • Exceptional organizational skills with the ability to manage multiple priorities and deadlines., • Strong written and verbal communication skills, with experience preparing clientfacing materials., • Proficiency with CRM platforms and Microsoft Office SuitePreferred Qualifications, • Experience in Professional Services Organization, • Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting., • Ability to synthesize market intelligence and translate it into actionable insights for BD strategy., • Experience supporting seniorlevel stakeholders in a matrixed organization.Key Competencies, • Detailoriented with strong project management skills, • Proactive, resourceful, and able to anticipate team needs, • Strong business acumen and understanding of PE industry dynamics, • Collaborative mindset with the ability to work across service lines, • High level of professionalism and clientservice orientationWe offer a competitive compensation and generous employee benefits package that includes: Salary and bonus Comprehensive Healthcare Coverage Medical, Dental, Vision, Life Insurance, STD & LTD 401(k) with company match Flexible time off policy including vacation, personal days and holidays Join the Optimatum Team, bring your talent, and work in our New York City office located in Midtown, NYC. ** The expected annual salary ranges from $75,000-$120,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution. Responsibilities: • Researching industry sector, • Assessing comparable companies, precedent transactions and potential investors/buyers, • Preparing and reviewing complex financial analyses and models, • Crafting detailed memos, presentations and pitches, • Conducting due diligence, • Coordinating group efforts for pitch and transaction related activity, • Presenting materials internally to senior bankers and externally to clients of the firm, • Experience in investment banking and M&A processes more specifically, • Experience with Consumer & Retail sector strongly preferred, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • CapIQ, Factset, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages a portfolio of more than 30,000 apartments, including pipeline, across 28 states. As an integrated owner, operator, and innovator, Fairstead brings development, construction, and property management under one unified platform to deliver high-quality affordable housing that serves our residents at scale. At Fairstead, we believe affordable housing should be thoughtfully designed, professionally managed, and responsibly operated. We seek to create and preserve housing that serves residents while delivering long-term value to communities, partners, and stakeholders. Fairstead challenges industry norms through our tech-forward, entrepreneurial approach to affordable housing. In addition to core real estate capabilities, we operate innovative service lines designed to improve resident outcomes, strengthen communities, and drive operational efficiency. We embrace digital transformation, data-driven decision-making, and emerging technologies, including AI, to build scalable systems that support sustainable growth, grounded in a culture of entrepreneurship, innovation, partnership, dedication, and integrity. The Developer will support and manage all phases of ground-up real estate development projects in New York City, from site acquisition through construction, leasing, and stabilization. This role requires a strong understanding of NYC's regulatory environment, coordination with a wide range of internal and external stakeholders, and the ability to drive complex projects forward in a fast-paced urban market. The ideal candidate is detail-oriented, proactive, and experienced in navigating zoning, permitting, and construction processes unique to NYC. Responsibilities: • Manage and support ground-up development projects from pre-development through completion and stabilization., • Coordinate with architects, engineers, consultants, contractors, and legal counsel throughout the development process., • Oversee project schedules, budgets, and deliverables to ensure milestones are met on time and within budget., • Assist in the preparation and review of development budgets, pro formas, and financial analyses., • Support site due diligence efforts, including zoning analysis, environmental review, and feasibility studies., • Navigate NYC-specific entitlement processes, including ULURP, zoning actions, DOB approvals, and agency coordination (DOB, HPD, DCP, LPC, etc.)., • Assist with community engagement efforts, including coordination with elected officials, community boards, and local stakeholders as needed., • Manage the design development process in collaboration with architects and consultants to ensure alignment with program, budget, and schedule., • Support affordable housing development transactions, including projects utilizing Low-Income Housing Tax Credits (LIHTC) and other public financing sources; assist with coordinating applications, agency requirements, and compliance considerations in collaboration with internal and external partners., • Review construction documents, value engineering options, and change orders., • Monitor construction progress through regular site visits and coordination meetings., • Assist with lender, investor, and agency reporting requirements., • Bachelor's degree in real estate, finance, architecture, engineering, urban planning, or a related field., • 8+ years of experience in ground-up real estate development or a related role, preferably in NYC., • Strong working knowledge of NYC zoning, permitting, and regulatory processes., • Experience managing consultants and coordinating complex project teams., • Proficiency in Excel, project management tools, and development budgeting., • Strong communication, organizational, and problem-solving skills., • Ability to manage multiple projects simultaneously in a fast-paced environment. Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Technology team is actively looking for an experienced Analyst to join our team in New York. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm. Responsibilities: • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and perform valuation analyses, • At least 2 years of experience in investment banking, primarily Technology related, • Passion for the Technology industry, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment, • Organized and proactive; motivation to contribute to a positive, collaborative team culture, • Strong interpersonal skills, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $115,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description We are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions. Responsibilities: • Leading day-to-day fundraising mandate execution involving direct client interaction, • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as required, • Overseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRM, • Distribution coverage of a number of qualified US institutional investors, • Supporting the management and execution of investor due diligence processes (RFIs), • Supporting the management and coordination of client roadshows, • Supporting prospective client searches and due diligence for mandate origination, • At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategies, • Strong verbal and written communication skills, • Strong Microsoft PowerPoint, Word and Excel skills, • Excellent attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionNium, Global Leader in Payments Nium, the global leader in real-time, cross-border payments, was founded on the mission to deliver the global payments infrastructure of tomorrow, today. With the onset of the global economy, its payments infrastructure is shaping how banks, fintechs, and businesses everywhere collect, convert, and disburse funds instantly across borders. Its payout network supports 100 currencies and spans 220+ markets, 100 of which in real-time. Funds can be disbursed to accounts, wallets, and cards and collected locally in 35 markets. Nium's growing card issuance business is already available in 34 countries. Nium holds regulatory licenses and authorizations in more than 40 countries, enabling seamless onboarding, rapid integration, and compliance – independent of geography. The company is co-headquartered in San Francisco and Singapore. Role Overview The Licensing and Reporting Senior Analyst - Regulatory compliance will support the maintenance and administration of regulatory licenses across the United States (including Money Transmitter Licenses) and other Americas jurisdictions (Canada, Brazil, Mexico, and others). This role will also coordinate ongoing regulatory reporting obligations and support the Ongoing Due Diligence (ODD) Program for the Americas Regulatory Compliance vertical. The position requires strong organizational discipline, regulatory knowledge, and cross-functional coordination with jurisdictional Compliance, Legal, Finance, HR, and other internal stakeholders to ensure adherence to regulatory obligations. Key Responsibilities Regulatory Licensing (US & Americas) • Support the lifecycle management of US Money Transmitter Licenses (MTLs), including renewals, amendments, maintenance filings, and change management notifications. Similar support will be required for Canada, Brazil, and Mexico., • Support the annual renewal requirements of Nium, Inc. as a Money Service Business (MSB) with FinCEN (US) and other similar obligations throughout the Americas., • Assist with new license applications and regulatory approvals across US and other Americas jurisdictions., • Coordinate with external counsel, regulators, and internal stakeholders to compile and submit required documentation., • Maintain licensing trackers, documentation repositories, and regulatory calendars to ensure deadlines are met., • Monitor regulatory changes impacting licensing requirements and escalate implications to Compliance leadership. Regulatory Reporting, • Coordinate preparation and submission of periodic regulatory reports across US and Americas jurisdictions (e.g., financial statements, transaction volume reports, compliance certifications)., • Partner with Finance, Legal, Operations, and local MLROs to gather and validate data inputs., • Ensure timely and accurate filings in accordance with jurisdictional requirements., • Maintain organized records of submissions to support audit and examination readiness., • Track and escalate reporting risks or delays. Ongoing Due Diligence (ODD) – Americas, • Support build, execution, and administration of the Ongoing Due Diligence Program across the Americas Regulatory Compliance region., • Coordinate periodic reviews of regulated counterparties, partners, and other in-scope entities., • Track review cycles, documentation collection, and risk assessment updates., • Identify gaps or incomplete documentation and follow up with internal stakeholders., • Assist with reporting on ODD metrics and trends to Compliance leadership., • Contribute to enhancements of ODD procedures and controls to ensure regulatory alignment. Regulatory Engagement & Examination Support, • Assist in responding to regulatory inquiries, examinations, and information requests related to licensing, reporting, and ODD., • Prepare supporting documentation and maintain evidence of compliance with regulatory obligations., • Support internal audits and compliance testing related to licensing and reporting activities. Process & Controls Enhancement, • Identify opportunities to streamline licensing, reporting, and ODD workflows., • Enhance documentation standards and control mechanisms to improve transparency and audit readiness., • Bachelor’s degree or equivalent experience., • 5 - 8+ years of experience in regulatory compliance, licensing, regulatory reporting, or related functions within a fintech, payments company, or regulated financial institution., • Experience supporting US Money Transmitter License (MTL) programs and the NMLS system., • Experience support MSB registrations and the FinCEN and FinTrac systems (and other regulatory filing systems)., • Familiarity with multi-state regulatory frameworks and cross-border regulatory environments in the Americas., • Strong organizational and project management skills with the ability to manage multiple regulatory deadlines simultaneously., • Strong written communication and documentation skills. Qualifications (Preferred), • Experience with regulatory reporting or licensing in the US, Canada, and Latin America (Brazil, Mexico). This includes, among others, PSP and RPAA., • Experience supporting ongoing due diligence or third-party risk management programs.

Job Description A leading global investment bank is seeking a Vice President to join its Healthcare Group, focused on the Healthcare Services sector. The firm is widely recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments, with deep industry expertise and broad international reach. Its Corporate Finance platform was ranked the No. 1 investment bank for all global M&A transactions by LSEG in 2025. The Healthcare Group offers M&A advisory, capital raising, valuation, and corporate restructuring services to public and private companies across the Helthcare sector. The team maintains deep, senior-level relationships with major strategic and financial buyers and is widely recognized as a leading M&A advisor in the space. The Role As a Vice President, you will be the day-to-day "quarterback" on live transactions, managing all aspects of the M&A process from pitch through close. You will lead junior team members, interface directly with clients and their advisors, and play a central role in new business generation. Key Responsibilities • Manage all aspects of transaction processes, serving as the primary day-to-day lead on live deals, • Oversee the development and delivery of marketing pitches, confidential information presentations, management presentations, and other client-facing materials, • Direct historical and projected financial analyses, valuation work, and ad hoc analytical projects, • Coordinate and perform business due diligence and execute M&A transactions end-to-end, • Build and maintain direct relationships with clients, prospective clients, and professional advisors, • Support new business generation, including pitch development and client relationship maintenance, • Supervise, mentor, and develop junior staff members (Associates and Analysts)Basic Qualifications, • 5+ years of relevant investment banking experience, • Advanced knowledge of accounting, finance, and valuation methodologies, • Undergraduate degree with an exemplary academic record from an accredited institution, • Strong analytical, quantitative, and technical abilitiesPreferred Qualifications, • Hands-on M&A execution experience across multiple transaction types, • Extensive operational financial modeling and valuation experience, • Excellent verbal and written communication skills, • Strong public speaking and presentation capabilities, • Proven ability to manage multiple project deliverables simultaneously in a fast-paced environment, • Prior sector exposure to Healthcare Services, or adjacent healthcare end markets is a plus but not required, • US Citizen or equivalentCompensation, • Base salary: $250,000, • Eligible for discretionary incentive compensation

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All employees are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. ABOUT THE ROLE: We are looking for a Senior Data Scientist to join our Compliance Program and play a pivotal role in modernizing and strengthening our financial crime detection capabilities. You will architect, build, and optimize data-driven transaction monitoring models, coverage assessment frameworks, and advanced analytics solutions that directly support BSA/AML regulatory compliance, including but not limited to SAR filing, Customer Identification Program elements, and Enhanced Due Diligence measures. The role will also support the OFAC Sanctions, Fraud and overall risk prioritization across multiple products and jurisdictions. This is a high-impact, cross-functional role that blends advanced analytics, machine learning, and deep compliance domain expertise. You will work closely with Compliance, Engineering, Model Risk, Product, and external regulators to ensure our controls are robust, defensible, and scalable. RESPONSIBILITIES: • Design, develop, and enhance AML and fraud models, rules, and heuristics using Python, SQL, and AI-enabled tooling; partner with the Compliance Machine Learning team on model reviews to improve detection rates and reduce false positives., • Build and maintain interactive performance dashboards and automated reporting solutions that track key risk, productivity, and capacity metrics for senior leadership and regulators., • Architect and implement enterprise-wide Transaction Monitoring Coverage Assessment frameworks, including standardized methodologies for gap identification, root-cause analysis, remediation planning, and ongoing sustainability monitoring., • Lead complex data initiatives, including extraction of SAR filing metrics with product-level breakdowns and development of jurisdiction- and typology-specific SAR narrative generator tools., • Embed data science best practices into product launches and feature rollouts to proactively identify and close monitoring coverage gaps., • Support regulatory examinations (e.g., NYDFS Part 504) by preparing analytical documentation, third-party validation materials, and executive certification packages., • Drive continuous improvement of compliance operations through automation, process optimization, and advanced analytics.BASIC QUALIFICATIONS:, • 7+ years of hands-on data science / advanced analytics experience in financial services, with at least 4 years focused on fraud and financial crime compliance., • Master's degree (or higher) in Applied Mathematics, Statistics, Data Science, Actuarial Science, or a related quantitative field., • Proven track record of building and optimizing transaction monitoring models, coverage frameworks, or compliance analytics programs in a regulated environment (fintech, bank, or payment company preferred)., • Deep understanding of BSA/AML regulations, suspicious activity reporting, customer due diligence, sanctions screening, and model risk management principles., • Demonstrated ability to translate complex regulatory requirements into actionable data solutions and present findings to senior leadership and regulators., • Certified Anti-Money Laundering Specialist (CAMS) or equivalent compliance certification is strongly preferred.PREFERRED SKILLS AND EXPERIENCE:, • Experience leading cross-functional initiatives involving Engineering, Legal, Product Compliance, and external consulting partners., • Background in building internal case management systems, SAR automation tools, or RPA solutions., • Familiarity with AML detection platforms. Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. ITAR REQUIREMENTS:

Job Description Community Federal Saving Bank is seeking Settlement Analyst- Payment Solutions who will play a critical role in the day-to-day accounting operations functions related to payment solutions for a fintech sponsorship bank. This entry level position is responsible for ensuring the accuracy and integrity of daily money movement and reconciliation of customer accounts to support the payment solutions business. The ideal candidate will have a head for numbers, experience with MS Excel, excellent verbal, and written communication skills as well as strong analytical skills. This individual will need to demonstrate the ability to work proactively, independently, and be able to meet deadlines. Responsibilities: • Account reconciliation and auditing., • Daily support of Payment Solutions Department transaction processing., • Balance and support of clearing and reconciliation for program managers and Networks., • Create daily settlement procedures to facilitate account reconciling., • Work closely with the Settlement Services Department to reconcile program manager ACH transactions., • Work closely with major Networks to resolve any discrepancies related to daily settlements., • Reconcile program manager prefunding and settlements accounts., • Perform financial due diligence on prospects and clients as needed., • Support general ledger activity to ensure compliance with GAAP and company policies., • System Management: Maintaining knowledge and awareness of our current accounting systems, including receiving training on new and updated features.Knowledge, Skills, and Abilities:, • Organized and independent; a self-starter who is comfortable taking on significant responsibility, • Strong analytical and communication skills; you’re able to analyze a problem, pay attention to details, work through a solution, and discuss your analysis., • Working knowledge of US Generally Accepted Accounting Principles (GAAP)., • Excel – Intermediate Level (including proficiency with formulas, pivot tables and look-ups)., • Excellent written and verbal communication skills., • Strong organization skills and attention to detail., • Team player with a strong work ethic and positive attitude to ensure team meets deadlines.Education, Training, and Experience:, • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field., • 2+ years of experience in accounting and finance, experience in the fintech or banking sector a plus., • Ability to work in a complex, fast-paced environment., • Experience with payment processing systems, including ACH, card networks, and digital payment solutions a plus. Salary: $70,000K -$75,000K "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required • 2+ years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits [What's On Offer] Comprehensive health insurance, 401K, PTO, sick days, bonus

Job DescriptionDescription: The Transactions team at Curbline Properties is looking for an Analyst in New York City who will provide financial and analytical support in the acquisition and disposition of retail properties. We need an Analyst comfortable operating behind the scenes and being in the trenches of underwriting a high volume of retail assets with a focus on improving portfolio quality. The Analyst will live and breathe in Excel and Argus daily to prepare and review financial projections, pricing analyses, and due diligence for asset acquisitions and dispositions. To thrive in this role, an Analyst must have prior commercial real estate underwriting and valuation experience with advanced working knowledge of Argus and Excel financial modeling. This position works a hybrid schedule in the NYC regional office Monday-Wednesday. During the initial 90-day onboarding period, it is encouraged to be onsite 4-5 days a week so you can get successfully orientated and trained in your new role. The expected salary range for this position is between $85,000 - $100,000. Actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, geographical and industry market data, and business considerations and other factors permitted by law. To be successful in this role, you will need to: • Utilize financial metrics such as internal rate of return, return on investment, loan amortization schedules, earnings accretion, etc. to prepare financial projections related to the acquisition and disposition of real estate assets, • Coordinate and review financial due diligence related to the acquisition and disposition of properties, • Conduct due diligence for new acquisitions including lease review, verifying and assisting with financial underwriting, reviewing historical financials and CAM reconciliations and obtaining third party reports, • Assist in the closing process of acquisitions including reconciling closing pro-rations, preparing internal closing memos and transferring the property to the operations team or buyer at the time of closing, • Participate in the drafting and review of transaction documents consisting of acquisition and disposition memos, due diligence memos, and broker Offering Memorandums, • Assist the transaction process by coordinating with other Curbline departments, brokers and legal counsel to consummate disposition and acquisition transactions, • Prior experience in a professional, analytical role working with Argus and Excel within the commercial real estate industry, • Strong educational background in finance, accounting or real estate, • Passion for retail real estate transactions and the dealmaking process, • Exceptional attention to detail and accuracy when underwriting, • Real estate and business financial acumen to understand larger impact of work in the organization, • Self-motivation and grit to underwrite a high volume of deals ABOUT US Curbline Properties’ is the first publicly traded REIT (NYSE: CURB) focused exclusively on owning and managing convenience shopping centers positioned on the curbline of well-trafficked intersections and major vehicular corridors in suburban, high household income communities. We operate as a distinct sector within the retail real estate landscape. We are headquartered outside of Cleveland in Beachwood, Ohio, and have regional offices in New York City, Atlanta, Georgia and Boca Raton, Florida. Requirements: