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Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Financial Services Fraud Investigation Expert Type: Contract Compensation: $60–$80/hour Location: Remote Role Responsibilities • Build a realistic digital workspace centered on the Drive folders you use day-to-day. Include case files, investigation write-ups, SAR/CTR drafts, typology memos, alert-triage notes, and email threads. Represent platforms like Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Fiserv, or FIS exports., • Design multi-step tasks grounded in your real workflows. Navigate multiple apps, files, and stakeholders to meaningfully challenge frontier AI agents., • Collaborate with other fraud and financial-crime experts to design the environment, shape task scope, and review scenarios for realism and rigor., • Work asynchronously with research teams to refine task designs and evaluation criteria for fraud-investigation agent benchmarks. Must-Have • 3+ years of full-time fraud / financial-crime experience at a Fortune 500 bank, large card issuer, fintech, or insurance firm., • Background in BSA/AML compliance, sanctions screening (OFAC), and SAR/CTR filings., • Experience in fraud operations, financial-crime investigations, EDD, and high-risk-customer review., • Day-to-day use of Refinitiv World-Check, Dow Jones Risk & Compliance, Splunk SIEM, Microsoft Sentinel, and FIS / Fiserv / Jack Henry., • Upload resume, • AI interview based on your resume

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description Origis Energy is seeking a midlevel attorney with 5+ years of experience in renewable energy project finance, with a strong emphasis on reviewing and negotiating lending agreements with financial institutions and tax equity agreements. The Senior Counsel position, reporting to the General Counsel, will play a critical role in supporting Origis' Capital Markets team to ensure timely and efficient execution of financing transactions that enable the company to meet its project build schedules. This is a regular, full-time position and is eligible for our generous employee benefits package, including employer-paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Review, negotiate, and draft credit agreements, collateral packages, intercreditor agreements, tax equity agreements, tax credit transfer agreements, and related project finance documentation., • Collaborate closely with the Capital Markets (Project Finance) team to support debt and tax equity financing efforts across solar and energy storage projects., • Manage and coordinate with external counsel to manage transaction flow and ensure cost-effective legal support., • Help ensure financing transactions are executed on schedule to support project development and construction timelines and commercial operations., • Advise internal stakeholders on legal risks, lender requirements, and compliance obligations associated with financing structures., • Prepare summaries of key deal terms and risk factors for the General Counsel and other senior leadership., • 5+ years' experience in project finance, banking, or structured finance, with a focus on energy infrastructure or renewable energy., • Strong understanding of debt financing structures (including construction, bridge and term loans), tax equity structures, lender and investor expectations, and market-standard terms., • Prior in-house or law firm experience preferred, especially in energy, infrastructure, or financial services sectors., • Prior experience with energy M&A transactions will be considered a plus., • Experience negotiating complex financial and commercial agreements under tight deadlines., • Ability to balance legal risk with business priorities in a fast-paced environment., • Proven ability to collaborate across legal, finance, and executive teams., • Familiarity with renewable energy project development and financing., • Proactive, solution-oriented mindset with strong attention to detail., • Excellent written and verbal communication skills. Travel: Up to 10% travel required as necessary Job Level: Director – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$240,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview Elite is seeking an accomplished Global Client Director to oversee a single, high-value strategic client relationship. This role serves as the global point of accountability for all aspects of the client partnership—growth, retention, delivery excellence, and executive engagement. You will drive long-term success by aligning Elite's solutions to the client's business strategy, ensuring measurable impact and continued expansion across regions and product lines. Work Arrangement: Remote This role requires the individual to be based in Eastern Standard or Central Standard time zone. Responsibilities: • Serve as the primary executive liaison for the client globally, ensuring trusted alignment between their strategic priorities and Elite's offerings., • Own the global account plan, including revenue growth, retention, renewals, and cloud migration strategy for the client., • Drive year-over-year expansion through proactive identification of new opportunities across business units and geographies., • Partner with functional leaders in Product, Marketing, Customer Success, and Professional Services to deliver cohesive, high-impact outcomes for the client., • Manage complex commercial negotiations and renewal cycles, ensuring mutually beneficial, long-term agreements., • Maintain deep knowledge of the client's business model, transformation goals, and technology landscape to anticipate needs and shape solution roadmaps., • Leverage data and CRM insights (Salesforce) to forecast revenue, track health metrics, and inform strategic decisions., • Represent Elite at client sites and executive forums, reinforcing partnership value and advocacy at the C-suite level., • Bachelor's Degree in Business, Marketing, or a related field. MBA preferred, • 9–12 years of proven success in SaaS sales and account management, with a focus on high-value, strategic accounts., • Strong proficiency in Strong analytical skills, with experience in ROI modelling and persuasive quantitative techniques., • Proven success managing multi-million-dollar global client portfolios and achieving or exceeding revenue targets in B2B technology, SaaS, or professional services., • Demonstrated ability to build trusted C-suite relationships and navigate complex organizational structures., • Strategic thinker with a strong commercial acumen and the ability to translate business needs into technology-enabled solutions., • Exceptional communication, presentation, and negotiation skills., • Skilled in using CRM and analytics tools (Salesforce preferred) to drive insight and accountability., • Ability to travel up >50% as business needs require., • Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing., • Competitive Compensation Package ($120,000 - $150,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

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: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory Centri is looking for their next Experienced Associate on the Accounting Advisory team! This is a unique opportunity to become part of our collaborative, dynamic and entrepreneurial team, assisting with projects such as IPO Readiness, Restructuring, Mergers and Acquisitions, Divestitures and Carve-Outs, Revenue Recognition, Lease Prep, and more! Also, you will work on a variety of engagements with clients in emerging industries such as Cannabis, Life Sciences, Technology, Digital Assets, and eSports. The Experienced Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency. If you are looking to gain new experience and take on a client facing position, this could be an exciting opportunity to take the next step in your career in an Accounting Advisory role! Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory. Our team values the benefits and rewards that come from working in a team oriented, collaborative environment. We operate as one firm, one team, one culture, providing every team member at every level to work with and across the organization. Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that allow flexibility in work life balance. Various Committees that are led by team of experts and peers: • Women's Committee, • Charity Committee, • DEI Committee, • Innovation Committee, • Less than 25% travel & great work life balance (no travel right now due to COVID), • Create your own footprint with a forward-thinking, expanding firm., • Generous PTO package, benefits (medical, dental, vision, etc.), 401k match and other perks, • Bachelor's degree in Accounting or equivalent required., • CPA or CPA exam ready., • 1+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred. 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 DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Vice President level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited (SuMi TRUST) is one of the largest asset managers in Asia. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which perform business functions. The Legal Department (“LGL”) provides support to all departments of the New York Branch for legal consultation and advice in order to reduce legal and regulatory risk and to reduce the overall legal costs of Sumitomo Mitsui Trust Bank, Limited. Your Role Overview: The Attorney is actively involved in reviewing, drafting, and negotiating legal documentation relating to the daily, on-going activities of the Bank. Responsible for assisting the General Counsel, Senior Counsel, and the Assistant General Counsels in handling the overall activities of the Legal Department, including supervising support staff. May have direct report subordinate staff. Your Duties and Responsibilities: • Be available to all departments of SMTBNY, SMTBUSA, SMTAMA, relevant Tokyo head office departments and other domestic and international offices of SMTB, and its affiliates, for legal consultation and advice, and respond to inquiries in a timely manner., • Assists in the coordination of the development of new products and improvements of existing services with SMTB business departments., • Engage and oversee outside legal counsel as needed., • Review all documentation relating to daily operations of Bank, including NDAs, third party vendor agreements, syndicated loan agreements, amendments, and assignment agreements., • Represents SMTB in all legal matters whether or not outside counsel is retained including bilateral loans in the areas of real estate, fund finance, structured finance, project finance and CLOs., • Attempts to reduce overall legal costs of SMTB by assuming legal work that might otherwise be performed by outside counsel but can be performed internally without incurring material risk to SMTB., • Keeps apprised of statutes, regulations, case law and other legal developments, as well as proposed changes therein, relevant to SMTB., • Monitors compliance by SMTB with applicable law; in this regard, keeps apprised of SMTB's current and contemplated activities., • Conducts periodic seminars involving topical issues relevant to SMTB and its business activities., • Communicates to all departments of SMTB the role and availability of the legal department., • Develops and updates handbooks and policies on pertinent issues., • Performs other duties and responsibilities as assigned by management., • Be physically present at SMTBUSA (Hoboken) when necessary but no more than once per month., • Work closely with outside counsel where outside counsel is retained, including attending all meetings and conference calls and attending to structuring and documentation issues. BSA/AML Related Responsibilities • Responsible for and review Customer Profile/Regulatory Compliance Checklists (Lending Group): required for each new customer., • Reviews Account Opening Application Forms (NY Unit): required for each new customer., • Reviews BSA Risk Matrices: required for each new customer., • Maintains the Branch's customer identification program with risk-based procedures that enable the Branch to form a reasonable belief that it knows the true identify of its customers., • Being fully knowledgeable of the Bank Secrecy Act and all related regulations., • Understanding the Branch's products, services, customers and geographic locations., • Having the expertise, authority, and time to satisfactorily complete her BSA/AML related responsibilities., • Assisting the General Counsel, Senior Counsel and Assistant General Counsels in maintaining and updating relevant Branch Policies relating to BSA/AML compliance. Your Qualifications: • Law (J.D.) degree. Membership in the New York State Bar., • 4 years of experience, preferably in a law firm or comparable in-house experience., • Experience as a transactional attorney required. Experience in the areas of asset management and banking regulation preferred., • Ability to review, draft, and negotiate complex legal documents. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. This role supports the conceptualization, execution, and integration of data-driven projects for commercial efforts in the pharmaceutical and life sciences industries. As a subject matter expert, you will drive innovation and creative solutions within various work streams and provide thought leadership. You will lead project teams and play a pivotal role in guiding internal stakeholders toward project success.We'll trust you to: • Lead cross-functional project teams in the design and development of high-quality deliverables for clients., • Provide strategic advice on project direction, resource management, and timelines, while assuming responsibility for key data analytics tasks to support internal teams and clients., • Collaborate with leadership to define project scope, approach, and development strategies., • Analyze data, synthesize findings, and develop actionable insights, communicating results to both internal and external teams., • Independently manage projects, handling client communications, meeting facilitation, and timelines, serving as a primary point of contact with minimal oversight., • Develop and optimize data processes, utilizing coding where necessary to facilitate efficient data handling and reporting., • Coordinate with global and diverse teams to ensure seamless project execution., • Engage in business development activities and contribute to internal firm initiatives to drive organizational growth., • Provide mentorship and guidance to junior team members, overseeing their professional development and encouraging continuous improvement and innovation within the team.You will need to have:, • Bachelor’s or advanced degree with at least 4 years of relevant professional experience, preferably in the pharmaceutical or life sciences industry., • Strong proficiency in Microsoft Office tools (Word, PowerPoint), with advanced expertise in Excel., • Good understanding of Pharmaceutical commercial functions, including Data Management, Sales Operations, Commercial Analytics, and BI/Reporting., • Knowledge of coding languages (SAS, Python, R, VBA, etc.) and experience with data visualization software (Tableau, Power BI) is highly preferred., • Excellent analytical and quantitative skills, with a proven ability to solve complex problems., • Exceptional communication skills, both written and verbal., • Demonstrated organizational, time management, and project management skills, with the ability to lead teams and manage multiple projects simultaneously., • Strong ability to collaborate, adapt quickly, and work effectively in a fast-paced environment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Marketing Manager LOCATION: New York City (hybrid) SALARY: $130,000 - $150,000 base salary + bonus The Role: Canoe is looking for a Product Marketing Manager to drive the execution of our go-to-market (GTM) strategy. Reporting to the Product Marketing Director, you will be responsible for ensuring our product positioning is effectively communicated across all channels. You will sit at the intersection of Product, Marketing, Sales and Client Success, ensuring that every touchpoint is professional, brand-aligned, and centered on the needs of our clients. We are looking for a professional who is AI-first, someone who confidently applies AI tools to streamline research, structure complex project plans, and accelerate the delivery of high-quality marketing assets. What You’ll Do: * GTM Execution: Lead the development and rollout of communication plans for new products and enhancements. Your goal is to educate existing clients on new value while creating materials that attract and engage prospects. * In-App Engagement: Own the setup and management of in-app walkthroughs, pop-ups, and NPS surveys using Pendo. You will also build interactive demos in Walnut to showcase the platform’s capabilities. * Sales & Revenue Enablement: Maintain and distribute a library of high-quality collateral, including brochures, battlecards, and product stats. You will ensure these assets are easily accessible and utilized within HighSpot, Salesforce, and HubSpot. * Client Documentation: Manage the Zendesk Knowledge Base and release notes process. You will ensure that all technical updates are translated into clear, client-first language that highlights the practical benefits of the enhancement. * Cross-Functional Support: Partner closely with Product Managers and Relationship Managers to ensure internal teams are fully enabled and aligned on the "why" behind every update. * Strategic Input: Use your knowledge of the Fintech and Alts industries to provide expert context for website updates, white papers, and other marketing content. What We’re Looking For: * Bachelor's degree in marketing, business, or a related field; MBA preferred. * 3–5 years of experience in Product Marketing within Fintech or Financial Services. Knowledge of the Alternative Investments landscape is a significant advantage. * Proven ability to build strong, collaborative relationships with Product, Relationship Management, and Sales teams to ensure seamless internal alignment and execution. * Proficiency in Pendo, Walnut, and Zendesk is required. You should also be highly knowledgeable in using HubSpot, Salesforce, and HighSpot to manage leads and enablement content. * A straightforward, effective communicator who can turn technical product specs into clear, benefit-driven copy. * An AI-first mindset. You should be comfortable using LLMs and other AI tools to increase your output and improve the quality of your project planning and research. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description About True North Insights True North Insights (formerly Capvision) is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making. We believe the right knowledge can move the world forward. Since day one, that belief has driven everything we do. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. Founded in 2019 in New York City, our firm has skyrocketed from launch to becoming #7 in North America and #10 globally in just five years — and we're just getting started. As we expand into Europe and beyond, there's never been a better time to join our high-growth, global team. The Sales Development Representative is a critical member of the True North Insights revenue organization, responsible for driving top-of-funnel pipeline generation across corporate, consulting, and financial services markets. This role serves as the foundation of our go-to-market motion—directly supporting senior sales reps through disciplined outbound prospecting, strategic account mapping, and consistent meeting generation. The SDR will be expected to develop a strong command of their target accounts, engage decision-makers through a combination of high-volume cold calling and tailored written outreach, and build lasting penetration across complex organizations. Success in this role requires a high standard of daily execution, a commitment to continuous improvement, and the ability to represent True North Insights with professionalism and credibility at every touchpoint. This is a cohort hire — you will join alongside peers at the same stage, creating an environment of shared development and healthy internal competition. Performance is tracked, recognized, and rewarded. For those who excel, the path forward is clearly defined: SDR → Senior SDR → Account Executive. Job Responsibilities • Execute high-volume outbound prospecting across corporate, consulting, and financial services accounts., • Cold call decision makers and gatekeepers daily — phone is your primary weapon., • Write customized, research-backed emails tailored to each prospect's role, firm, and likely pain points., • Map target organizations: identify the right stakeholders, understand reporting structures, and find the best path to a conversation., • Set qualified meetings for senior True North Insights sales reps and ensure clean, thorough handoffs., • Manage both new logo prospecting and expansion outreach within existing accounts., • Log all activity and maintain CRM hygiene — if it isn't tracked, it didn't happen., • Bachelor's degree with any academic background — we don't care what you studied; we care how you think and how you work., • 0-2 years of professional sales or business development experience, • You're comfortable on the phone and don't need to warm up to cold calling — you embrace it., • You write well. A personalized, compelling email is something you can produce quickly and take pride in., • You're disciplined with your time and your pipeline. Volume without organization is noise., • You're competitive and you want to be held accountable. Quotas don't scare you — they motivate you., • You're coachable. You'll receive direct feedback here and you're expected to act on it. True North Insights offers a dynamic, high-performance culture where ambitious professionals grow quickly and own meaningful work from day one. • Competitive Compensation: Base salary of $65,000 - $75,000, commensurate with experience + uncapped commission—you control your upside, • Fast-growing firm and a defined career track—SDR to Senior SDR to Account Executive—with your performance driving the timeline., • Daily access to some of the most sophisticated firms and professionals across the corporate world, consulting, and financial services., • Direct mentorship from sales leadership that has built and scaled revenue teams in this industry., • A compliance-first culture that gives you a genuine edge in conversations—we win on quality, not just speed., • Health, dental, vision insurance + 401K ,, • Free daily lunch, snacks, Monday breakfast, and regular team events

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions., • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes, • Strong understanding of DCF, binomial, and option pricing modelling techniques., • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method., • Perform market, industry, and economic research and analyses, • Review and summarize financial, corporate, and legal agreements and other documents, • Write narrative valuation reports and memorandums, • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate, • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus., • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg)., • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm., • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc., • Experience working with Capital IQ., • Highly Proficient in Microsoft Office, especially Excel and Word, • Good understanding of the accounting standards related to financial instruments and valuations is a plus., • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment, • Excellent written, interpersonal, and presentation skills, • Python programming/coding is a plus, • Individuals on the path to obtaining the CFA qualification is a plus. This job description is not an exhaustive list of all responsibilities, and duties may change Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description Join JB&B and shape the future of the built environment! Founded in 1915, Jaros, Baum & Bolles has been a pillar of engineering innovation in New York City for over a century. Specializing in mechanical, electrical, plumbing (MEP), JB&B has contributed to some of the most iconic buildings. In October 2025, JB&B joined forces with Trinity Consultants, a global consulting firm focused on the natural and built environments. JB&B now operates within Trinity’s Built Environment division, combining its deep expertise in high-performance building systems with Trinity’s strengths in acoustic design, facility operations, commissioning, and technology strategy. This strategic merger expands JB&B’s capabilities and offers employees: • Access to a broader portfolio of international projects and clients, • Enhanced career mobility across Trinity’s global network We are seeking a technically skilled and experienced Project Engineer to join our Electrical Department in our Boston office. This is an exciting opportunity for an engineer with strong technical, coordination, and leadership skills to contribute to high-impact projects and client success. As a Project Engineer, you’ll play a key role in managing and executing electrical engineering projects from design through completion. You’ll collaborate across disciplines, communicate directly with clients, and help ensure that both technical excellence and project financial goals are achieved. Key Responsibilities • Leads the design on Tenant fit-out projects and is a key designer on base building/infrastructure upgrades; assembles riser diagrams, schedules, and floor plans; participates in specification writing., • Assists in establishing design criteria from the project proposal and assembles basis of design documents., • Assembles a complete set of contract documents for their trade including the lay out main equipment rooms, closets, shafts, risers, etc., • Leads design for their trade’s ancillary systems required for a project and can assemble scope associated drawings with these systems (e.g., UPS, generators, fuel oil, secondary water pumps, water reclamation system, etc.)., • Reviews shop drawings, RFI’s, Contractor change orders, performs site visits and punch-lists with limited supervision to verify that designs are being implemented accurately., • Bachelor’s degree in mechanical or electrical engineering, • 3-6 years of experience, • Excellent oral and written communication skills, • Proficient in all design calculations and software tools (e.g., Revit and AutoCAD) applicable to their discipline, • Strong understanding of trade-specific scope of project, trade-related codes, and the required coordination with other trades, • Strong understanding of documentation requirements and content for each deliverable phase (e.g., SD, DD, CD and specifications), • Legacy + Innovation: Our company blends a rich history with forward-thinking design, including smart building systems and deep carbon reduction strategies., • Collaborative Culture: With over 400 professionals, our company fosters mentorship, teamwork, and continuous learning., • Global Impact: Now part of Trinity, our company offers opportunities to work on transformative projects across commercial, healthcare, aviation, life sciences, and data center sectors., • Multiple office locations: New York, Boston and Philadelphia. What We Offer, • Hybrid workplace offering the flexibility to work both from home and the office, • Comprehensive benefits package including 401k employer match and stock options, • Paid time off (PTO), volunteer program and employee resource groups Jaros, Baum & Bolles is an equal opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Powered by JazzHR VtPc06gbfu

Job Description Growing 100 year old law firm in Manhattan, NY has a need for a Litigation Attorney. deal candidates will have demonstrated experience with commercial foreclosure matters, hands-on experience in all aspects of complex commercial litigation, complex contractual disputes, and strong familiarity with the state and federal consumer protection laws and courts in New Jersey. Consumer finance and creditors' rights experience is preferred. We are looking for candidates with exceptional writing and drafting skills, a genuine enthusiasm for litigation, and a desire to take on increasing responsibility. The firm represents creditors, including financial institutions, banks, mortgage companies, automobile lenders and retailers, credit card companies, and collection companies in disputes brought under state and federal consumer protection laws, as well as defending them against common-law claims. The practice includes defense of claims arising under the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), and Fair Debt Collection Practices Act (FDCPA), as well as a variety of state and common law claims. Requirements • Minimum of 3 years of solid commercial litigation experience (consumer finance and creditors' rights experience is preferred), • Strong writing skills, including drafting and arguing pleading and motions, • Excellent verbal communication and advocacy skills, • Excellent technical, legal research, professional, and client service skills, • Team-oriented with a collaborative approach, • Effective problem-solving skills with the ability to work independently, proactively, and creatively to meet client and team needs, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Work From Home

Job DescriptionEssential Functions and Primary Duties • Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required, • Demonstrate understanding of the client's business including analysis and planning of client engagements, • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed, • Achieve charge hour goals, • Review associates' accounting, tax or auditing work: provide constructive review points, • May supervise associates on engagements, • Train and mentor associate staff, • May be involved in the client billing process by assisting Managers or Directors, • Identify and begin to develop knowledge in selected specialty practice, • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements, • Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements, • Execute administrative duties as assigned, • Master's degree in Accounting, Taxation or related field, • SEC reporting experience, • Digital asset/crypto experience Minimum Qualifications Required • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred, • 2 years of experience in public accounting or related field, • CPA candidates preferred, • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, • Proficient use of applicable technology, • Must be able to travel based on client and business needs #LI-KH1 #LI-Hybrid ABOUT US CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. BUSINESS UNIT Ziegler's Healthcare M&A Investment Banking team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals and senior living, Ziegler is one of the most active M&A firms offering innovative sell-side, buy-side, recapitalization/restructuring, equity private placement and strategic partnering services. POSITION OVERVIEW The Associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the New York market. The Associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions., • Assist in the development and production of proposals and presentations to clients and prospects., • Interact with members of corporate management teams and financial sponsors., • Execute detailed tasks involved in all phases of M&A and private placement engagements., • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics., • Manage the workflow and provide coaching to junior team members., • Provide industry and business research., • Other responsibilities and projects as assigned., • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition., • Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm., • Building a personal brand on Ziegler’s healthcare corporate finance team, a person who will intuitively serve clients in an extraordinary way. PROFESSIONAL QUALIFICATIONS The successful candidate possesses the following qualities: • Minimum of three years of investment banking experience (ideally in a M&A role)., • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must., • High level of accounting knowledge and proficiency around 3-statement financial analysis., • Significant transaction experience., • Strong confidence in Microsoft Excel and PowerPoint capabilities., • Outstanding interpersonal, verbal and written communication skills., • Strong project management skills and attention to detail., • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred., • Flexibility in working extended hours and high travel demands. PERSONAL QUALIFICATIONS • Strong interpersonal, verbal, and written communication skills., • Solid organizational and time management skills., • Demonstrable self-starter and ability to complete and start new tasks without daily supervision., • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic, • Ability to thrive in a fast-paced environment., • Ability to learn quickly new concepts and activities., • Work independently as well as within a team., • Flexibility to travel, sometimes with little advance notice. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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 Tri State Commercial Realty is a national real estate advisory and brokerage firm headquartered in Manhattan with an office in Brooklyn, specializing in commercial leasing and investment sales throughout all five boroughs of New York City. We are currently seeking a detail-oriented, highly organized Accounting Manager / Bookkeeper to support our growing team of real estate professionals. The ideal candidate is proactive, efficient, and thrives in a fast-paced environment while maintaining a high level of accuracy and professionalism. The Accountant / Accounting Manager will oversee the company’s accounting functions, ensure accurate financial reporting, manage day-to-day bookkeeping, and collaborate with leadership on budgeting, forecasting, and financial analysis. This role is ideal for someone with strong accounting experience who thrives in a dynamic, fast-paced environment. We are looking for a highly experienced, confident, detail-oriented, and assertive bookkeeping professional to take ownership of accounting operations and actively and aggressively manage collections to help maintain strong and predictable cash flow across our real estate brokerage. This is NOT a passive bookkeeping role. We are seeking someone proactive, organized, and comfortable following up consistently on outstanding invoices and commissions to keep transactions moving forward efficiently. Position Details Full-Time, In-Office Position: Manhattan/Brooklyn Monday-Thursday: 9:00 am - 6:00 pm Friday: 9:00 am - 3:30 pm Key Responsibilities: Manage full-cycle accounting, including accounts payable, accounts receivable, payroll, and general ledger. Prepare monthly, quarterly, and annual financial statements and reports. Reconcile bank statements and financial accounts. Monitor cash flow, budgets, and financial performance metrics. Ensure compliance with tax regulations, financial policies, and GAAP standards. Assist with audits and liaise with external accountants or auditors. Develop and implement accounting processes and internal controls. Support management in strategic financial planning and decision-making. Qualifications: Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred).3+ years of accounting experience; 1–2 years in a managerial or supervisory role preferred. Strong knowledge of accounting principles, financial reporting, and compliance. Proficiency in accounting software (e.g., QuickBooks and Microsoft Excel) Detail-oriented, organized, and able to manage multiple priorities simultaneously. Excellent communication skills and ability to work collaboratively with a team. Proactive and efficient in collecting Manage full-cycle bookkeeping for a fast-paced real estate brokerage Oversee accounts receivable tracking and collections Follow up with agents, attorneys, clients, and counterparties regarding outstanding commissions and invoices Reconcile brokerage commissions and agent splits Monitor escrow and commission pipelines Prepare weekly and monthly cash-flow reports Maintain clean and accurate financial records Identify risks to cash flow and resolve issues early Improve internal accounting systems and workflows where needed Additional Qualifications: 5+ years bookkeeping or accounting experience Strong accounts receivable and collections background Experience working with real estate brokerages, property managers, title companies, or similar transaction-driven environments preferred Strong organizational discipline and attention to detail Professional but persistent communication style Ability to manage multiple active transactions simultaneously High integrity and reliability This role is ideal for someone who takes pride in keeping financial systems tight, invoices paid on time, and operations running smoothly. You will work closely with leadership and play a key role in maintaining the firm’s financial stability and growth. What We Offer: Competitive salary, quarterly bonus and benefits package. Opportunity to grow within a dynamic and expanding company. Collaborative and supportive work environment. Starting Salary: $80K+ Quarterly Bonuses. 401K Medical, Dental & Vision Insurance. PTO & Holidays Benefits: 401(k) with matching Vision insurance Dental insurance Health insurance Paid time off Company DescriptionTri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.Tri State Commercial® Realty is a reputable commercial real estate advisory and brokerage firm dedicated to turning your local commercial real estate needs into a reality. With office locations in New York, New Jersey, and Pennsylvania, our firm has established itself as a trusted name throughout the tri-state area. We offer superior service and reliable, dedicated representation that consistently gets deals done.

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 progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • 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., • 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., • Support Firm initiatives and development opportunities., • Strong working knowledge of the Generally Accepted Accounting Principles., • 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., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. 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 ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job Description Hazen and Sawyer is looking for a Collections Specialist for our Corporate New York City office to assist the Accounts Receivable Team in managing and recovering outstanding debts owed to the company. Work Setting: • Core Duties, • Proactively monitor A/R accounts and communicate with A/R Manager, other internal staff, and (when requested) clients to collect payments., • Respond to inquiries regarding status of payments received., • Prioritize collections based on ease of recovery, dollar amount, age, etc., • Generate A/R reports as needed., • Regularly follow up on problematic clients/projects., • Effectively communicate and resolve issues arising from misapplied cash receipts, subconsultant payment issues, etc., • Assist with A/R details during annual audit, • Maintain detailed records., • Additional Duties, • Deposit check payments into bank accounts through the bank website or in person., • Assist with applying cash receipts (from checks and EFTs) in Deltek Vantagepoint., • Assist with conversion to EFT remittance from clients and payments to vendors., • Work on special projects as needed., • Associate degree or higher in Finance, Accounting or business is preferred, with 3 - 5 years’ experience at a professional consulting firm., • Strong computer skills in MS Office and Windows applications required., • Must demonstrate exceptional verbal and written communication skills., • Ability to multi-task, work collaboratively as well as independently in a fast paced, deadline-driven environment., • Must be well organized, detail oriented, and a skilled problem solver., • Must be proficient in working with numbers in large volumes., • Must be reliable, flexible, and be able to work occasional overtime if required, i.e., during month-end closing., • Experience with government clients is preferred., • Comprehensive health benefits (medical, dental, vision, and prescription plans), • Pre-tax flexible spending plans for medical, dependent care, and transportation, • Short and long-term disability, and employer paid life insurance, • Paid holidays, floating holidays, and paid time off (PTO), • Employer-contributed 401(k) plan and additional financial planning support, • Professional growth opportunities, including tuition reimbursement, in-house training, and incentives for professional registration and professional organization memberships, • Starting pay range for this position depends on skills, experience, education and geographical location

Job Description Foth is a 100% member-owned science and engineering consulting firm headquartered in Wisconsin, with over 85 years of success. Our 750 members across 32 locations are dedicated to solving our clients’ toughest science and engineering challenges. Consistently ranked by Engineering News Record in the top 150 firms, we offer a values-based, collaborative, and flexible work environment with professional growth opportunities. If you thrive working alongside a smart and caring team, Foth may be the place for you. Join our team and experience the Foth difference that contributes to our impressive 92+% member retention rate! Learn more at foth.com/careers. Foth is seeking a Lead Waterfront Engineer/Project Manager to support and grow our Ports, Harbors, and Waterfront practice in New York City. This role will serve as a technical and project delivery leader on waterfront and marine infrastructure projects across the United States, including the Atlantic, Gulf and Pacific coasts as well as the Great Lakes while playing a key role in expanding Foth’s presence in the NYC market. The successful candidate will lead the planning, design, and delivery of waterfront, marine, and coastal infrastructure projects nationwide, including ports and terminals, piers, wharves, bulkheads, berthing and mooring systems, and shoreline protection systems. While the role offers exposure to projects across multiple regions of the country, the position will be anchored in New York City, with a strong emphasis on local market growth, client development, and office establishment. This position will work closely with Foth’s existing NYC-based waterfront engineer to help establish strengthen local client relationships, and support project delivery nationally. Key Responsibilities: Technical Leadership & Engineering • Serve as technical lead and engineer-of-record for waterfront, marine, and coastal structural engineering projects nationwide, • Lead the planning, analysis, and design of marine structures including piers, wharves, dolphins, bulkheads, seawalls, revetments, and related infrastructure, • Perform and oversee coastal analysis, load development, structural modeling, and engineering calculations, • Develop, review, and oversee construction documents, including plans, specifications, and technical reports, • Maintain working knowledge of regulations and codes affecting waterfront infrastructure, with familiarity of NYC, NY State, and Northeast permitting environments, • Proactively identify and help implement new design tools, analysis methods, and execution technologies relevant to marine and waterfront engineering Project Management & Delivery • Serve as Project Manager on select projects, responsible for scope, schedule, budget, and quality, • Support and manage projects across multiple regions, including the Northeast, Southeast, California, and Midwest, • Coordinate with internal multidisciplinary teams including coastal, geotechnical, civil, environmental, and construction services, • Develop project work plans, staffing plans, schedules, and budgets in collaboration with discipline leads, • Monitor project performance, financials, and risks throughout project execution, • Support construction-phase services including shop drawing review, RFIs, inspections, and on-site construction support NYC Market Growth • Support Foth’s strategic effort to grow in the New York City area, working closely with existing NYC-based staff and firm leadership, • Help grow Foth’s waterfront and marine presence in the NYC and greater NY–NJ metropolitan region, while leveraging experience from national projects, • Assist with local and national business development efforts, including identifying opportunities, supporting pursuits, and developing proposals, • Build and maintain relationships with public agencies, port authorities, terminal operators, industrial clients, and private developers, • Represent Foth at industry events, client meetings, and professional organizations in the NYC region and nationally as appropriate Leadership, Mentorship & Collaboration • Mentor and develop junior and mid-level engineers within the waterfront/marine structural discipline, • Support development of standard work practices, design guides, and technical resources for the discipline, • Collaborate with Foth’s Technical Competency Leaders to strengthen firmwide technical excellence, • Lead and participate in technical and client-facing presentations for both national and local audiencesRequired Qualifications:, • Bachelor’s Degree in Civil, Ocean, or Structural Engineering, • Minimum of 10 years of engineering experience, with a background in structural, coastal, mechanical, or environmental engineering, including at least 7 years focused specifically on structural engineering in feasibility, design, and/or construction management, • Experience with developing construction documents including plans and specifications, • Professional Engineer License (or ability to obtain within 12 months)Preferred Qualifications:, • Master’s Degree in Civil or Structural Engineering, • 15+ years of experience with an engineering consulting firm, with emphasis on waterfront, marine, coastal, or port infrastructure, • Experience serving in Project Manager or Task Manager roles on multi-disciplinary projects, • Professional experience with regulatory frameworks across the Northeast, Southeast, Midwest, and/or West Coast, • Existing professional relationships with port authorities, public agencies, or waterfront clients Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Notice to Third Party Recruiters/Agencies: Foth does not accept unsolicited resumes from third party recruiting firms. Absent a signed recruiting agreement coordinated through Foth, Foth reserves the right to pursue and hire candidates without financial obligation to third party recruiters or agencies. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment. We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey. The Role As LearnLux's Vice President of Finance, you will lead the company's financial strategy, operations, and execution as we continue to scale. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business. This is a hands-on, high-impact leadership role that blends strategic thinking with operational ownership. You will be responsible for building scalable financial systems, improving rigor and predictability, and ensuring LearnLux has the financial foundation needed to support growth. The Vice President of Finance will play a critical role in shaping how we plan, measure, and operate the business, with meaningful influence across teams and initiatives as the company evolves. This role is remote within the U.S., with candidates expected to be based in or near New York City and available for in-person collaboration as needed. This role reports to the Chief Operating Officer and Co-founder. What you'll do • Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning., • Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making., • Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP., • Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business., • Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability., • Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities., • Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics., • Manage tax, audit readiness, and regulatory compliance in collaboration with external partners., • Contribute to capital planning, investor communications, and future fundraising preparation as needed., • Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales., • Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.You should bring, • 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses., • Experience in the benefits and wellness industry is heavily preferred, • Proven experience building and operating finance functions in Series A+ or growth-stage startups., • Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution., • Deep understanding of GAAP, audits, internal controls, and compliance requirements., • Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight., • Demonstrated ability to operate independently and take full ownership in environments with limited structure., • Familiarity with global financial operations, including contractors and multi-currency considerations., • Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar)., • Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights., • Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus.LearnLux is a fit for you if you, • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow., • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn't previously exist., • Take initiative and don't wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward., • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us., • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here., • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes., • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.Benefits, • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Equity (Full-time employees), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team! The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary Range$200,000—$275,000 USD

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 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 FIRM OVERVIEW BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 25 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking a Data Engineer to contribute to the build-out and ongoing maintenance of our modern data infrastructure, which supports investment, research, and operations capabilities across the firm. This role focuses on building well-tested, business-ready datasets in dbt and Snowflake, translating financial domain logic from legacy systems into clean, documented models that serve teams across the firm. The ideal candidate has a solid technical foundation, an eagerness to grow, and direct experience working with data in the securities, wealth management, or financial services industry. RESPONSIBILITIES • Develop and maintain data models in dbt, implementing tests, documentation, and lineage tracking as standard practice., • Translate business logic from legacy SQL Server systems into clean, tested dbt models as part of ongoing platform modernization., • Build and optimize data pipelines that ingest, transform, and deliver investment, portfolio, and client data across the firm., • Build and optimize analytical datasets in Snowflake to support reporting and business intelligence., • Write and maintain Airflow DAGs, Python, SQL for scheduled and event-driven workflows, following CI/CD practices for deployment., • Collaborate across engineering, analytics, and business teams – integrating into a firm where everyone contributes beyond their lane., • Identify manual or fragile processes and build automated, sustainable replacements. Own problems end-to-end., • Implement monitoring and alerting (Datadog) to catch pipeline failures and data quality issues before they reach stakeholders., • 2-4+ years of experience in data engineering roles., • Required: Strong Python and SQL. Comfortable writing production code, not just notebooks., • Required: Experience with Snowflake or similar cloud warehouse. Working knowledge of SQL Server - able to read and reverse-engineer stored procedures, views, and legacy logic. Hands-on Airflow/Python ETL tooling preferred., • Required: Prior experience working with financial services data. Candidates must demonstrate meaningful exposure to relevant data domains such as securities identifiers (tickers, FIGI, CUSIPs, ISINs), client portfolios, positions and holdings, performance reporting, or fund operations. Experience at a wealth manager, asset manager, hedge fund, or market/alternative data provider strongly preferred., • Comfortable working autonomously with minimal direction. Proactive problem-solver who acts on gaps without waiting for assignment., • Experience with dimensional modeling and data warehouse design patterns., • Able to explain technical tradeoffs to non-technical stakeholders clearly and without jargon., • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description COMPANY OVERVIEW: Converge RE provides reinsurance to life and annuity insurers seeking improved financial efficiency with the reallocation of capital through a well-capitalized A- financial strength rated reinsurance company. Converge RE combines life and annuity reinsurance with a sophisticated investment strategy built on Lightstone’s superior real estate asset management skills, balanced by a fixed income allocation managed by multiple global asset managers. We pride ourselves on being able to tackle complex reinsurance opportunities and deliver creative client-centric reinsurance solutions while adhering to stringent regulatory and insurer guidelines. The company is focused on steady growth and continued development Converge RE is managed by an experienced reinsurance and insurance team that has a track record of solid risk management and delivering long-term results. POSITION OVERVIEW: The Assistant Controller, VP - Finance will report into the Chief Financial Officer, Converge Re. The Assistant Controller, VP - Finance will help expand and strengthen the statutory accounting and reporting infrastructure, be responsible for understanding and preparing proper treatment of the company’s investment portfolio, and assist in the management of the daily Life and Annuity Reinsurance accounting operations. Additionally, the Assistant Controller, VP - Finance will assist and directly support the Chief Financial Officer, Converge Re with new business opportunities, work on new client and transaction initiatives, and other projects as needed. ESSENTIAL FUNCTIONS: • Assist in accounting for reinsurance customers, including GAAP & STAT reporting as needed, • The ideal candidate will have experience with statutory investment accounting, • Lead the company’s initiatives with forecasting and projections for new business deals, • Experience with insurance invested assets, including fixed income and other investments, • Leverage industry expertise with US GAAP and NAIC guidelines to assist in structuring reinsurance transactions, • Assist with annual financial statements, including footnotes, income statement, balance sheet, statement of cash flows, Stat to GAAP reconciliation and various other schedules., • Engage with internal and external business leaders to drive business goals and drive best-practice procedures, • Work closely with investment management team on understanding investments and preparing forecasts, budgets, and other ad hoc requests., • Assist with review of financial models., • Bachelor’s or Master’s degree in Accounting or Finance, • 5+ years of relevant experience; reinsurance experience preferred/a plus, • Advanced degree in business, finance and accounting a plus, • Experience with US GAAP and Statutory accounting and preparation, • CPA preferred, • Experience in Annuity & Life Insurance, • Must be proficient and have working knowledge of general ledger transactions and financial statement preparation., • Firm understanding of accounting rules for investments under U.S. GAAP regulations, • Strong analytical skills and ability to remain highly organized in a deadline driven environment while maintaining strict attention to detail., • Ability to problem-solve and multi-task effectively., • Demonstrated ability to identify errors, problems and opportunities., • Proven ability to meet daily and monthly deliverables., • Independent thinker, • Excellent communication and teamwork skills., • Advanced proficiency with Microsoft Office suite, with advanced working knowledge of Excel.

Job Description About Global Health Strategies (GHS) Global Health Strategies (GHS) is an international consulting firm that uses advocacy, communications and policy analysis to advance issues and power campaigns that improve health and well-being around the world. We work across some of the world’s most dynamic regions to enable policy innovations, mobilize resources and build political will, engaging global and local audiences to drive change. At the heart of our work is the vision of a world where everyone, no matter where they live, has the chance to live a healthy life. We are helping to achieve this goal by working with clients to promote research and development for urgently needed medicines, advocate for services on behalf of at-risk populations, and strengthen the most vulnerable health systems so that they can stand resilient in the face of modern threats. Our Headquarters is in New York, with offices in New Delhi, Nairobi, Johannesburg, Dakar, Rio de Janeiro, Jakarta, Geneva, and London and we support work in diverse countries in Africa, Asia, Europe, and the Americas. Our clients include foundations, industry, NGOs, government agencies, academic institutions, and product development partnerships. At present, GHS has approximately 50+ staff in the NY Headquarters and approximately 100+ staff and consultants in our regional offices. This role is based in New York City, with an expectation of 3 days per week in the office. About the Position The Accounting Associate, reporting to the Manager of Accounting and Analysis, provides comprehensive accounting and analysis support for a client-service organization specializing in global health communications, advocacy, research, and strategy. Specific responsibilities will include: Accounts Receivable/Payable – responsible for processing accounts receivable/payable, including but not limited to preparing monthly invoices, supporting the timesheet system (SPP) ensuring appropriate authorizations, ensuring prompt payments to vendors, consultants, and staff; posting expenses; reviewing, allocating and posting monthly journals including payroll, credit card expenses, accruals, etc. General Ledger Management – manages data entry of all financial transactions, including AP/AR, payroll, direct expenses and other accruals. Ensures that allocations to projects and grants are appropriately made and in line with budget. Payroll & Expense Reporting – collects and reviews timesheets as well as expense reports from staff and consultants. The Associate works closely with the Manager to facilitate bi-weekly payroll administration and entry into general ledger. Grants Management and Accounting – responsible for managing all grant accounting and allocations. Manage grant budgets along with program managers to ensure appropriate spend down of grant. Support all grant financial reporting in partnership with the team leadership. Financial analysis- support to the Manager of Accounting (and other senior members of the Operations team) in preparation of financial analytics including annual budget, cash flow analysis, budget versus actual, YOY financial analysis, project profitability, utilization data, etc. Month & Year End Close and Company Consolidation – supports the monthly and year end closing process including balance sheet review, preparing allocations and bank reconciliations, and preparing customized reporting for senior staff (budget vs actual, variance & quarterly/year end reporting). Reviews monthly consolidated results for the firm. Finance & Operations Administrative Support – provides overall support of the Finance & Operations Team managing electronic and paper files, updating, and maintaining the general database of contacts and participates in other administrative tasks as needed. Qualifications of the Ideal Candidate • Bachelor’s Degree in Accounting, CPA preferred, • 3-4 years of experience in an accounting position, • Strong knowledge and experience in General Ledger transaction posting, adept at navigating accounting databases; NetSuite experience a plus, • Proficient at generating financial analyses in excel and understanding business data, • Proficient with MS Office, intermediate to advanced level Excel skills, including pivot tables, • Demonstrated ability to deal with multiple tasks and priorities simultaneously /outstanding time management and organizational skills

Job Description Join JB&B and shape the future of the built environment! Founded in 1915, Jaros, Baum & Bolles has been a pillar of engineering innovation in New York City for over a century. Specializing in mechanical, electrical, plumbing (MEP), JB&B has contributed to some of the most iconic buildings. In October 2025, JB&B joined forces with Trinity Consultants, a global consulting firm focused on the natural and built environments. JB&B now operates within Trinity’s Built Environment division, combining its deep expertise in high-performance building systems with Trinity’s strengths in acoustic design, facility operations, commissioning, and technology strategy. This strategic merger expands JB&B’s capabilities and offers employees: * Access to a broader portfolio of international projects and clients * Enhanced career mobility across Trinity’s global network * Interdisciplinary collaboration with experts in sustainability, environmental science, and digital infrastructure About the Role The Senior Project Engineer is a technically skilled and experienced engineer with developed communication, coordination, project management and leadership skills. The Senior Project Engineer manages larger projects and is the key lead for fieldwork, and a liaison for the design team. The Senior Project Engineer is expected to proactively coordinate, communicate, problem solve across disciplines, and exhibit the ability to balance the client relationship with the project’s financial goals. Key Responsibilities • Reads, understands, and interprets construction documents (e.g. design drawings, submittals, etc.), • Distills data from project specifications, contract drawings, and relevant code sections to prepare project-specific inspection/test scripts of multidisciplinary systems, or client-requested method of procedures, and/or system level testing documentation., • Directs equipment and system level testing to confirm operation in accordance with project requirements., • Records results of testing and technical description of discrepancies., • Reads, understands, and interprets industry standards, guidelines, and certification program (e.g. ASHRAE, LEED, WELL, etc.) requirements., • Oversees and confirms project processes are in place to meet industry certification programs., • Approves review of equipment performance data (e.g. BMS trend data, field measurements, etc.) and identified normal and abnormal operational characteristics., • Conducts project site surveys and records technical information., • Has a firm understanding of local Building Code (BC) requirements Minimum Qualifications • Bachelor's degree in Engineer or related discipline from an ABET accredited program., • Minimum of 4+ years of experience., • Specific dedicated Retro-Cx experiences, LL87 experience, • Holds a professional certification title (LEED, CCP, CEM, etc.)., • Has understanding of all trades scope of project., • Has advanced understanding of firm/team production capacity in establishing and maintaining project deliverables., • Has a fundamental understanding of miscellaneous design software tools applicable to MEP design (such as Revit and AutoCAD). Legacy + Innovation: Our company blends a rich history with forward-thinking design, including smart building systems and deep carbon reduction strategies. * Collaborative Culture: With over 400 professionals, our company fosters mentorship, teamwork, and continuous learning. * Global Impact: Now part of Trinity, our company offers opportunities to work on transformative projects across commercial, healthcare, aviation, life sciences, and data center sectors. * Multiple office locations: New York, Boston and Philadelphia. What We Offer * Hybrid workplace offering the flexibility to work both from home and the office * Comprehensive benefits package including 401k employer match and stock options * Paid time off (PTO), volunteer program and employee resource groups * Training and professional development courses through JB&B University Estimated compensation range: $100,000 - $115,000 base salary per year Jaros, Baum & Bolles is an equal-opportunity employer. All qualified candidates will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Powered by JazzHR QJxGCriwWA

Firm Overview: Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations. Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units. The Firm’s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science & Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand. Role & Responsibilities: • Provide support across all three verticals; Multifamily, Industrial, and Science & Technology, while allowing for specialization based on prior experience and the evolving needs of the business., • Integral point-person that coordinates and communicates with various departments in order to execute the asset-level business plan and implement actions to create value., • Assist senior Asset Management team professionals by conducting financial analyses on portfolio operations, including creation of cash flow, hold/sell and distribution models using ARGUS and excel., • Assist in tracking investment performance., • Writing, preparing and assembling Investment Committee memos with input from senior members of Asset Management team and the Vertical., • Monitor the performance of existing investments and identify potential areas of concern or opportunity., • Prepare quarterly valuations and reports by updating model assumptions, inputting property-level activity, and completing investor reports., • Assist team members in dispositions or refinancing processes., • Maintain databases, record, and assist Investor Relations in completing portfolio management activities., • Conduct market research, data mining, and collect competitive property transaction information, • Ensure complete and well-organized property files are maintained on Sharepoint for each Investment, including (but not limited to) weekly tracking reports, budgets, fully executed lease files, third party reports, etc., • Prepare ad hoc analysis, documentation, and briefs for review by more senior team members., • Assist with organizing, refining, and implementing the valuation process., • Participate actively in the assigned Vertical – contributing to annual business plan preparation and regular investments analysis., • Other responsibilities and requirements as required by manager or company. Skills & Qualifications: • Bachelor’s Degree and a minimum of 2-5 years of real estate experience, with a preference for experience within the various asset classes., • Understanding of commercial real estate industry (supply/demand, revenue and expense drivers, forecasting, reporting, leasing and marketing)., • Ability to create detailed financial models demonstrating exceptional proficiency with Excel; proven comprehension of complex analyses (e.g. different debt structures, ground leases, waterfalls, etc.)., • Ability to synthesize information, create structure for analyses, draw informed conclusions, and present to senior leaders., • Ability to solve practical problems and manage multi-variable situations with limited standardization., • Exceptional written and oral communication skills, with acute attention to detail., • Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction., • Experience managing complex capital/redevelopment projects for an ownership group preferred., • Ability and willingness to travel up to 20% of the time.

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 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 DescriptionDescription: JOB TITLE: Assistant Manager of Finance DEPARTMENT: Main Office Exemption: Exempt REPORTS TO: Director of Finance Center for Family Life in Sunset Park (CFLSP) offers a comprehensive range of services that sustain and nurture families and create a supportive community from which children can emerge as confident, capable adults. Through our extensive portfolio of integrated social services, Center for Family Life serves over 15,000 individuals in over 8,000 families each year. CFLSP has a budget in excess of $20 million annually derived from grants and contracts with New York City and New York State agencies and significant support from major foundations that support human services in New York City. CFLSP derives 88 percent of its support from government agencies – principally New York City agencies. It also has substantial support from the foundation community. It is developing a robust program of support from individuals interested in the well-being of the Sunset Park community in Brooklyn, NY. CFLSP has contracted with BTQ Financial Services (btqfinancial.com) to manage all accounting and claiming operations and to serve as the organization’s fiscal “back office”. As noted below, the Assistant Manager of Finance assists the Director of Finance, who is CFLSP’s primary liaison with BTQ. The position is full-time, requiring in-person, on-site availability. I. SPECIFIC RESPONSIBILITIES include but are not limited to; • Analyze budgets and spending to optimize the use of public and private grant funds, • Support agency budget development process in collaboration with the Director of Finance, Division Directors, Program Directors, Executive Director, and BTQ, • Collaborate with BTQ to review and correct monthly variance reports, communicate trends and deviations, and implement corrective action plans if necessary, • Work with the Director of Finance, Division Directors, Program Directors, and BTQ to develop and monitor staff time allocations, • Assist with tracking and coordinating projects with multiple funding sources, including strategies for spending out each funder, • Act as a secondary administrator for Payroll Processing and Accounts Payable functions, • Bachelor’s Degree in Finance or related field, • Strong preference for candidates with experience in a non-profit organization, especially those with extensive involvement in agencies with significant public funding., • Proficiency in the use of Microsoft Excel for the preparation, review, and monitoring of program budgets, • Highly organized and attentive to detail, • Demonstrated ability to be a team player $66,300 - $80,000 commensurate with education and experience. This is an Exempt position. Benefits: This is a full-time position. Benefits included Medical, dental, vision, and life insurance, along with the opportunity to participate in additional voluntary life, disability, and 403B retirement plan. Four weeks of paid vacation. NYC Equal Employment Opportunity Statement It is the Agency’s policy to provide equal employment opportunity for all applicants and employees. Center for Family Life in Sunset Park does not unlawfully discriminate on the basis of actual or perceived race, sexual and reproductive health decisions, height and weight, color, religion, religious creed, sex, sexual and reproductive health decisions, gender, gender identity, gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information, family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Requirements:

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 Job Summary We are seeking a diligent and detail-oriented Junior Accountant specializing in Construction . The successful candidate will support the accounting department by managing various financial tasks, ensuring accuracy, and maintaining compliance with industry standards. Essential Duties & Responsibilities • Enter new GC invoices into running excel file or ERP system (Sage), • Job, Invoice Date, Vendor, Amount, • Compile sub lien waivers using already set up excel templates, • Compile monthly sub payment distribution list and correspond with applicable PMs for release of checks, • Job, Sub Name, Check Number, Amount, Insurance Compliant (Yes or No), Executed Contracts (Yes or No), • Compile final sub reqs in accordance with G703 billed items, • Help put package of the req together for pencil/final req, • Create and regularly update a master list of vendors with contact information for both subs and GC’s, • Audit billing point of contact to ensure the firm is receiving timely invoices, • Prepare file to review quality pricing by vendor, • Open envelopes, enter amounts, and nit number on current excel spreadsheet, • Sit with Senior accounting team to learn monthly process or GC’s and Requisitions, • Will help groom candidate into larger responsibilities, • Help with sage implementation as well as Textura as needed

Job Description Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 35 offices around the globe, and over 2,300 dedicated people enabling access to exchanges and technology-powered services. For more information visit Purpose of Role: Marex is seeking a Business Manager (US Treasury) who (in a newly defined role) will be a part of a wider Treasury function within Marex Group. This individual will collaborate with colleagues across the front office, Finance, Risk and other areas to advance Treasury strategy, effectively communicate and carry out Treasury's goals and objectives, and assist in the design and implementation of best in class processes, policies and procedures. Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics. The Treasury team is for all aspects of treasury risk management including funding, liquidity management, cash flow forecasting, liquidity stress testing, and foreign exchange and interest rate risk management Responsibilities: • Work with the US Treasurer to develop and implement strategy across the U.S. Treasury group., • Work with the U.S. Treasurer/Treasury group, both US and global, to help develop/enhance daily processes and reports to facilitate cash forecasting, stress testing, monitoring/managing liquidity risk across the entities., • Be familiar with upcoming or revised regulations to determine how they will impact the firm's funding and liquidity., • Collaborate with Risk Management and the Front Office businesses to ensure that stress test assumptions remain relevant and up to date., • Get involved in the BCAC process to ensure that any funding or liquidity issues related to new products or processes are resolved prior to implementation., • Assist with keeping policies current: e.g. general liquidity policy, contingency funding plan, cash investment policy, funds transfer pricing policy, etc., • U.S. Treasurer's "right hand" in terms of new initiatives-new funding programs, collateral optimization initiatives, etc., • Help to devise solutions to challenges that Treasury faces., • Look to improve processes to optimize efficiency., • Get involved in automation projects., • Liaise with regulators, rating agencies and auditors in conjunction with the Treasurer and larger Treasury group., • Collaborate with Operational Risk on the RCSA., • Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges., • Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with., • Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values., • At all times complying with Marex's Code of Conduct:, • To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility, • To report any breaches of policy to Compliance and/ or your supervisor as required, • To escalate risk events immediately Competencies, Skills and Experience: Competencies • Demonstrates curiosity., • Resilient in a challenging, fast-paced environment., • Ability to take a high level of responsibility in a fast pace and high-volume environment., • Ability to work independently with minimal oversight as well as be an effective team member., • Ability to manage multiple tasks concurrently effectively and efficiently., • Excels at building relationships, networking and influencing others., • Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness. Skills and Experience • Bachelors Degree in Finance, Economics or Accounting is strongly preferred., • At least ten (10) years' of proven and relevant Treasury or related experience in the financial services industry, with specific focus on broker dealer and derivatives knowledge., • Business management, or similar experience in the financial services industry., • Strategic thinker able to anticipate and respond to changing firm priorities., • Must possess strong organization skills. Ability to manage short and longer term projects well., • Ability to work independently with minimal oversight as well as be an effective team member., • Excellent communication and interpersonal skills required with ability to present complex issues succinctly., • Ability to manage multiple tasks concurrently effectively and efficiently., • Enthusiastic, self-motivated and effective under pressure., • Attention to detail, highly numerate, analytical and very organized. Marex Benefits for 2026 Company Values: Acting as a role model for the values of the Company: Respect Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly. Integrity Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do our clients expect this and we demand it of ourselves. Collaborative We work in teams open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do. Developing our People Our people are the basis of our competitive advantage. We look to grow our own and make Marex the place ambitious, hardworking, talented people choose to build their careers. Adaptable and Nimble Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction. Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by the law. #LI-PP1

Job Description French & Parrello Associates (FPA) is seeking a Project Engineer for our Highway/Traffic department in Newark or Wall, NJ. Responsibilities • Prepare and oversee roadway and highway design plans, specifications, and cost estimates, • Perform geometric design, grading, drainage coordination, and maintenance of traffic plans, • Coordinate with internal disciplines including civil/site, traffic, structural, environmental, and utility teams, • Assist in managing project schedules, budgets, and deliverables, • Serve as a technical resource for junior engineers and designers, • Attend client meetings and coordinate with public agencies including state agencies, counties, and municipalities, • Ensure compliance with state and federal design standards and procedures, • Bachelor’s degree in Civil Engineering or a related field, • 4–8 years of progressive highway/roadway design experience, • Professional Engineer (PE) license in New Jersey or ability to obtain within 6 months, • Experience working on county and/or municipal projects, including those that are state or federally funded, • Proficiency in AutoCAD Civil 3D and/or MicroStation (OpenRoads experience a plus), • Strong knowledge of AASHTO and NJDOT roadway design standards, • Excellent written and verbal communication skills, • Ability to manage multiple projects and meet deadlines in a fast-paced environment Benefits We understand that a fulfilling career is about more than just the work you do – it’s about feeling secure in your health, confident in your financial future, and balanced in your personal and professional life. That’s why we strive to offer one of the most comprehensive benefits packages in our industry. By doing so, we aim to attract top talent and ensure that every member of our team has the resources they need to thrive, both at work and at home. • Medical, Dental, Vision insurance, • 401(k) Retirement Plan with Employer Matching & Roth 401(k) Option, • Individual and Dependent Life Insurance, • Short and Long-Term Disability Insurance and Supplemental Insurance Plans, • Employee Assistance Program (EAP) and Wellness Benefits, • Tuition Reimbursement, • Training and Professional Development, • Corporate sponsored events, outings & activities, including community outreach opportunities., • Competitive Personal Time Off Program (PTO), • Transit/Parking Program, • Summer Hours, • Employee Discounts, • Corporate Events, Outings & Activities Compensation The projected compensation range for this position is $90,000 to $115,000. Actual compensation will depend on factors such as experience, education and skill set. Who We Are We value curiosity, accountability, and continuous learning – and we provide the tools, mentorship, and flexibility to help every team member reach their full potential. We’re looking for talented, driven professionals who share our passion for pushing boundaries and creating solutions that make a real difference in people’s lives. At FPA, we’re proud to be recognized year after year as one of NJBIZ’s Best Places to Work, and consistently ranked among the top firms in the industry. These honors reflect our people-first culture, collaborative spirit, and commitment to innovation and excellence. At FPA, you’ll find more than a job – you’ll find purpose, connection, and a workplace that invests in your growth and success. Engineering and Consulting Since 1974 For over 50 years, French & Parrello Associates (FPA) has been a trusted partner in delivering innovative solutions that shape communities, enhance infrastructure, and drive progress. As a multidisciplinary firm, we integrate expertise across diverse markets to streamline project execution, optimize resources, and achieve cost-effective, forward-thinking results. FPA combines boutique-level service with enterprise-level expertise – offering clients the best of both worlds. With a steadfast commitment to quality, collaboration, and innovation, our team continues to shape the built environment with solutions that stand the test of time.

Job Description Practice Area: Leveraged and Secured Finance Location: New York, NY (Hybrid Work Model) Salary: $260,000 - $365,000 Benefits and Incentives: This position offers an exceptionally competitive compensation package within the AmLaw 50 cohort. Associates benefit from an enhanced lateral integration program focused on seamless professional transition and accelerated career development. The firm proudly offers a robust pro bono program where all hours count toward billable targets, as well as specified opportunities for extended remote work periods throughout the year, complementing the core hybrid schedule. About the Firm: Our client is a globally preeminent law firm, consistently ranked in the top tier of the American Lawyer's "A-List" and recognized as a Financial Times Most Innovative Law Firm. Founded as an ambitious upstart in the mid-20th century, the firm quickly established its reputation by tackling complex, high-stakes matters, eventually pioneering the landscape of global Mergers & Acquisitions. Today, it maintains Tier 1 Chambers rankings across multiple disciplines, including Corporate/M&A, Tax, and Securities Litigation, and holds a Band 3 ranking in Nationwide Banking & Finance. This firm is an acknowledged leader in complex corporate and transactional law, providing an unparalleled platform for legal professionals dedicated to groundbreaking commercial work on a global scale. Job Description: People Placers Staffing is seeking a motivated and highly capable mid-level associate (Classes of 2022-2020) to join the elite Debt Finance practice in New York. This role focuses on sophisticated transactional matters for a diverse clientele, including major financial institutions, leading corporations, and private equity sponsors. The attorney will be tasked with drafting, negotiating, and finalizing complex financing documentation, including commitment letters, syndicated credit agreements, intercreditor arrangements, and security agreements. A core function involves advising clients on regulatory compliance and the intricacies of Article 9 of the Uniform Commercial Code (UCC) within large-scale corporate transactions. The successful candidate will navigate the full spectrum of debt instruments, contributing intellectual rigor to matters that shape the financial markets. Qualifications: • Juris Doctor (J.D.) degree from an ABA-accredited law school., • Active membership in the New York State Bar or eligibility to waive in., • Between 3 to 5 years of post-J.D. experience (Classes of 2022-2020)., • Demonstrated experience in general corporate finance matters within a highly-regarded law firm setting., • Substantial practical experience in drafting and negotiating credit and security documentation. Preferred Skills: • A proven track record of superior academic achievement and success in previous law firm roles., • Prior experience advising on the structure and execution of leveraged recapitalizations and acquisition financings., • Familiarity with cross-border finance and multi-jurisdictional lending frameworks., • Advanced proficiencies in core corporate principles complementing the finance focus.

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job DescriptionDirect Counsel is seeking a Media & Entertainment Finance Associate Attorney to join a global law firm in Los Angeles or New York. Direct Counsel has partnered with a leading international law firm in seeking a mid-level finance associate to join its Sports, Media & Entertainment practice. This is a unique opportunity to work on sophisticated financing transactions for clients across the music, film, television, sports, and broader entertainment industries. Position Overview: The ideal candidate will have at least four years of debt finance experience at a law firm and a strong interest in media and entertainment transactions. The role involves representing entertainment and media companies, financial institutions, private credit funds, and entrepreneurs in complex debt and equity financings involving media assets and businesses. Key Responsibilities: * Represent agents, lenders, borrowers, issuers, and investors in senior, junior, mezzanine, and structured financing transactions * Draft and negotiate secured lending and finance documentation * Advise on financings involving media and entertainment assets, including music catalogs, film libraries, and other content portfolios * Work on acquisition financings and private credit transactions involving entertainment industry clients * Collaborate with cross-functional teams on complex transactional matters Qualifications: * JD from an accredited law school * Admission to practice in the state of the office location (California or New York) * 4+ years of debt finance experience at a law firm * Strong drafting and negotiation experience in secured lending transactions * Experience with private credit, asset-backed, or structured finance transactions preferred * Familiarity with entertainment, copyright, or media financing structures is a plus * Excellent analytical, organizational, and communication skills Work Environment: Hybrid work arrangement with regular in-office presence. Compensation: $310,000 – $390,000 annually, depending on experience, skills, and qualifications. Benefits: Comprehensive benefits package including medical, dental, and vision insurance, and a 401(k) plan. If you are interested in learning more about this opportunity, please contact Direct Counsel for a confidential discussion.

Job Description Staff Accountant - Candidate Requirements: Accountant or Tax Practitioner with at least seven years of experience in either the Public or Private sectors. Must have experience in the preparation and review of business tax compliance filings. Must be familiar with various accounting and tax software programs. Prior experience must involve business account set up and establishment of accounts, maintenance and execution of compliance filings and research of compliance filing requirements. Must be detail oriented, knowledgeable and resourceful. Daily tasks will vary and candidate must be able to transition regularly among client accounts and tasks. Strong communication skills are necessary for daily interaction with managers, staff, tax authorities, third party providers and clients. Specific Tasks and Responsibilities: Preparation/review of compliance tax filings to include but not limited to the following: • Payroll Tax Returns (W3/W2s, and numerous state filings), • Sales and Use Tax Returns, • Commercial Rent Tax Returns, • Business Registration Renewals, • Fuel Tax, • NYC RPIE, • Monitor Tax Compliance Board for all firm clients, • Independent Contractor filings, • Census Forms Business Formation and Closures to include but not limited to the following: • Business Registration, • Application for EIN, • State Incorporation and registrations, • Vendor Registration, • Employer Registration, • Payroll set up / Hiring Process, • Business licenses Business Start Up of Accounting Systems to include but not limited to the following: • Set up accounting software program for new business (or transfer of existing business) *QuickBooks is most commonly used application although other programs will be utilized, • Establish Chart of Accounts, • Software Conversions, • Client Support and Training of accounting programs, • Invoice Templates Research and Studies to include but not limited to the following: • Economic Nexus Studies for sales and use tax and business registration requirements, • Publish memorandum on research and findings, • Letters of instruction to clients and third parties (i.e. States, Payroll provider) Computer Skills: • QuickBooks, • CCH Prosystem fx, • Microsoft Excel, • Microsoft Word, • Microsoft Outlook Additional Experience Requirements: • Experience in maintaining financial statements for a variety of clientele We believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. \r\n\r\nWe believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.

Job DescriptionSenior Accountant New York, NY One of our clients, a rapidly growing, eCommerce company is hiring for a Senior Accountant. They are working on a hybrid basis 2 days a week in the office. You will work in a fast-paced, entrepreneurial environment and handle corporate accounting responsibilities. Qualified candidates will have public accounting experience, preferably within a Big 4 or national firm. This is a permanent position that will provide someone early in their career with a broad range of accounting experience and the opportunity to grow within the organization as it continues to grow. This position offers a salary in the range of $90,000 to $105,000 plus equity and a strong benefits package. Again, this is a hybrid position, so you need to live local enough to commute to the office 2 days a week. Your responsibilities will include: · Work in the Controller's group on all accounting and reporting · Assisting with the financial statement preparation for the company · Report on fixed assets for the entire company · Serve as a resource for the external audit firm Your qualifications should include: · Bachelor's degree in Accounting along with 3+ years of public accounting experience · Big 4 or national accounting firm experience preferred, CPA or on track highly preferred · Strong Excel skills are necessary for success in this position · Must be a mature, motivated individual that can take direction and get up to speed quickly If you have the above experience and would like to be considered for this position, please apply online and email your resume to erik.hansen@ lhh.com . Pay Details: $90,000.00 to $105,000.00 per year Search managed by: Erik Hansen Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Title: Tax Supervisor, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: Seniors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Supervisor specializing in the Technology and Professional Services industries here at Anchin, you will demonstrate knowledge of issues that may have a potential impact on clients while building valued relationships with them. In addition, you will be a valued resource for others; proactively seeking opportunities to mentor and share your knowledge with Staff/Semi/Seniors. RESPONSIBILITIES: • Communicate with clients and seek to build valued relationships with a focus on how to serve them better., • Demonstrate a knowledge of the industry issues that have a potential impact on clients., • Resolve clients' issues/questions, requesting internal assistance when needed., • Look for opportunities to assist in coordinating the body of client work and understand the timing and flow of work for clients., • Ensure accurate and timely preparation, review, and filing of tax returns related to technology and professional services clients., • Stay updated on tax laws and regulations related to the technology and professional services industries., • Research to analyze and interpret tax implications for clients while also identifying potential tax risks and developing strategies to mitigate them., • Build a cohesive team on the engagement which allows all members to feel included and comfortable asking questions while promoting opportunities to provide better service to clients., • Monitor engagement economics throughout the client engagement (budget, billable time, etc.) and proactively provide regular status updates to help the appropriate in charge on the engagement. Education: • Bachelor's degree in Accounting, Finance, or related field., • 4+ years of experience in tax, with a focus on technology and professional services-related industries., • Excellent analytical and problem-solving skills., • Ability to work collaboratively with cross-functional teams and contribute to a positive work environment., • Strong verbal and written communication skills, with the ability to convey complex tax concepts to clients and team members. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE ROLE | HR&A Advisors is seeking a detail-oriented and experienced Senior Accountant with an active CPA license to support the firm’s financial operations based in our New York City office. This role will be responsible for managing core accounting functions, ensuring compliance with accounting standards, and supporting financial reporting and analysis. The Senior Accountant will work closely with finance leadership and operations teams to maintain accurate financial records, improve financial processes, and support the firm’s continued growth. The ideal candidate has strong technical accounting expertise, experience in professional services environments, and the ability to manage multiple priorities in a dynamic consulting firm. PRIMARY RESPONSIBILITIES | Financial Reporting & Accounting * Prepare and maintain accurate financial statements in accordance with GAAP. * Manage monthly, quarterly, and year-end close processes. * Perform account reconciliations and ensure accuracy of general ledger activity. * Support preparation of internal financial reports for leadership and partners. Project Accounting & Revenue Management * Track project-based revenue, billing, and expenses across consulting engagements. * Monitor project budgets and assist with revenue recognition in accordance with firm policies. * Partner with operations and project managers to ensure accurate project financial reporting. Compliance & Audit * Ensure compliance with federal, state, and local financial regulations. * Support annual financial audits and coordinate with external auditors. * Assist with tax filings and regulatory reporting requirements. Process Improvement * Identify opportunities to improve accounting systems, controls, and workflows. * Support implementation of financial management tools and reporting systems. * Maintain documentation for accounting policies and procedures. Collaboration & Support * Work closely with the finance and operations teams to support firm-wide financial planning and reporting. * Provide guidance to junior accounting staff and support training where needed. * Assist leadership with financial analysis and special projects as the firm grows. QUALIFICATIONS | * Active Certified Public Accountant (CPA) license required. * 5–8+ years of accounting experience, preferably within a consulting, professional services, or real estate environment. * Strong knowledge of GAAP, financial reporting, and general ledger management. * Strong knowledge of Federal Contracting accounting and controls a plus * Experience managing monthly close and financial reporting processes. * Proficiency with accounting systems and advanced Microsoft Excel skills. * Strong analytical, organizational, and problem-solving abilities. * Excellent communication skills and ability to collaborate across teams. PREFERRED EXPERIENCE | * Experience with project-based accounting or consulting firm financial operations. * Familiarity with revenue recognition for professional services organizations. * Experience working with financial management or ERP systems. WHY JOIN HR&A ADVISORS? | * Contribute to a firm that shapes the future of cities and communities. * Work in a collaborative and mission-driven environment. * Opportunity to support financial operations for a nationally recognized advisory firm. * Competitive compensation, benefits, and a supportive hybrid work environment. HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION | The salary range for this position is $125,000 – $140,000 per year, plus the opportunity for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year, the firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life and advancing equity in all our work. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. Please submit a cover letter and resume on HR&A’s website here. Applications without a cover letter will not be reviewed. We ask that you submit a version of your resume that has your school information removed. There is no need to reformat your resume, and you should leave your degree (e.g., “B.A. Economics” or “B.A. Public Policy”). But please remove all undergraduate and graduate school name references. This request is part of our ongoing work to build a hiring system that is free from bias and based on candidate merit and performance in the hiring process. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR 7Ad2yMaGDP

Job Description Title: Tax Director/Partner, Professional Services Department: Tax Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in the Professional Services industry. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including Partnerships, Corporations, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry., • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters., • Expertise in Partnership tax concepts including special allocation and state and local complexities., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands! In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required. Responsibilities • Lead a team of tax professionals in delivering comprehensive tax services to clients., • Drive business development initiatives and contribute to the growth of the firm., • Provide expert guidance and mentorship to team members., • Ensure compliance with tax laws and regulations., • Develop and maintain strong client relationships. Capabilities and Skills Required: • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures., • Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent)., • Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results., • Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential., • Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders., • Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience Level: • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. Qualifications Required: • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in management consulting, corporate strategy, financial advisory, commercial diligence, performance improvement, and executive-level business analysis. This role supports current and upcoming remote consulting opportunities focused on structured business strategy review, financial modeling, market analysis, executive-ready deliverables, commercial assessment, implementation planning, and high-quality project execution. Selected professionals will apply their consulting expertise to review complex business scenarios, structure analytical work, prepare clear recommendations, and support high-quality strategic project work. Key Responsibilities Professionals in this role may contribute to: Strategy & Business Problem Structuring • Structure ambiguous business problems into clear hypotheses, workplans, and analytical frameworks, • Review business scenarios involving corporate strategy, market entry, growth strategy, competitive positioning, and strategic decision support, • Evaluate business materials against source data, strategic objectives, stakeholder priorities, and documented requirements, • Build or review financial models, market sizing analyses, unit economics, competitive benchmarks, and commercial diligence materials, • Evaluate assumptions, calculations, model logic, and outputs against source materials and defined business questions, • Support structured review of Excel models, market analyses, commercial assessments, pricing logic, and profitability analyses, • Prepare or review executive-ready materials including decks, memos, dashboards, briefing notes, and recommendation summaries, • Support workshop preparation, stakeholder discussion materials, implementation planning, and change management documentation, • Translate complex analysis into clear, decision-ready outputs for senior audiences Strong candidates may have: • 3+ years of experience at a top-tier management consulting firm, strategy practice, advisory firm, or comparable business consulting environment, • Experience with one or more areas such as corporate strategy, commercial diligence, go-to-market strategy, corporate finance, performance improvement, financial modeling, market sizing, or executive advisory work, • Strong command of structured problem-solving, analytical frameworks, Excel-based modeling, presentation development, and executive communication, • Comfort preparing consulting artifacts such as strategy decks, financial models, market maps, diligence reports, dashboards, executive memos, and implementation plans, • Ability to own workstreams end-to-end in fast-moving, high-autonomy project environments, • A degree or professional background in business administration, finance, economics, strategy, accounting, engineering, statistics, or a related analytical field is helpful, • MBA or equivalent graduate credential from a strong program is helpful, • Experience at MBB, Big Four strategy arms, L.E.K., Oliver Wyman, Kearney, Roland Berger, Parthenon, or comparable strategy-focused consulting firms, • Experience with commercial diligence, corporate strategy, growth strategy, market sizing, unit economics, executive presentations, or implementation planning, • Strong Excel modeling, PowerPoint storytelling, dashboarding, financial analysis, and stakeholder communication skills, • Experience preparing or reviewing board-style decks, C-suite memos, diligence outputs, market models, financial analyses, or strategic roadmaps, • Apply management consulting and strategic advisory expertise to structured remote project work, • Contribute to high-quality business analysis, financial modeling, market assessment, and executive deliverable development, • Work on flexible, project-based assignments aligned with your consulting background, • Use your strategic judgment in a focused, high-caliber advisory environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $110–$160 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 DescriptionPosition: Senior Product Owner (Wealth Management)Location: Fort Mill, SC | New York, NY | Austin, TXExperience: 7-10+ YearsCompany OverviewIncedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.Life at IncedoAt Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.Our MissionWe enable our clients to maximize business impact from technology by: • Harnessing the transformational power of emerging technologies, • Bridging the gap between business and engineering Role OverviewIncedo is seeking a Product Owner within Product Management to support trading and investment platforms. This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advisor experience, trading capabilities, and operational efficiency. You’ll work across trading systems, vendor integrations, and investment platforms—owning product direction in a fast-moving fintech environment.Key ResponsibilitiesProduct Ownership & Agile Execution, • Own and manage the product backlog, ensuring alignment with business goals, • Define and prioritize features, user stories, and acceptance criteria, • Serve as the final authority on priorities and business value within Agile teams, • Participate in Agile ceremonies (sprint planning, reviews, retrospectives) Strategy & Stakeholder Management, • Act as the voice of the business, advisor, and client, • Partner with stakeholders across technology, operations, compliance, and business teams, • Communicate product vision and roadmap clearly at sprint and release levels, • Drive data-informed decisions and business case development Trading / Investment Platform Focus, • Improve trading functionality, order management, and trade routing workflows, • Support advisor-facing investment tools and portfolio management capabilities, • Work with vendor-integrated platforms and financial systems, • Ensure solutions align with the full lifecycle of trading and wealth management Delivery & Performance, • Define KPIs and track product performance, client satisfaction, and efficiency, • Ensure solutions meet regulatory and compliance requirements, • Continuously evaluate industry trends and fintech innovations Required QualificationsExperience, • 7+ years in product management, consulting, or fintech, • Strong experience in Agile / Scrum environments, • Proven ability to lead cross-functional teams without direct authority, • Experience with:, • Trading platforms / order management systems (OMS), • Wealth management or advisory platforms, • Financial products (equities, mutual funds, etc.), • Understanding of advisor workflows and client lifecycle Skills, • Strong analytical and problem-solving ability, • Excellent communication and stakeholder management, • Ability to translate business needs into technical requirements, • Experience influencing senior leadership decisions Preferred, • Certified Scrum Product Owner (CSPO) or similar, • Experience with vendor integrations and financial technology ecosystems, • Exposure to model management, portfolio tools, or advisory platforms