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Care Career is seeking a travel nurse RN Wound Care for a travel nursing job in Greenwich, Connecticut. Job Description & Requirements • Specialty: Wound Care, • Discipline: RN, • Start Date: 04/13/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days Care Career Job ID #36342555. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN Wound Care About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN Hospice for a travel nursing job in Greenwich, Connecticut. Job Description & Requirements • Specialty: Hospice, • Discipline: RN, • Start Date: 05/03/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN Home Health for a travel nursing job in Greenwich, Connecticut. Job Description & Requirements • Specialty: Home Health, • Discipline: RN, • Start Date: 05/03/2026, • Duration: 12 weeks, • 40 hours per week, • Shift: 8 hours, days With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel nurse RN Home Health for a travel nursing job in Greenwich, Connecticut. Job Description & Requirements • Specialty: Home Health, • Discipline: RN, • Start Date: 04/13/2026, • Duration: 13 weeks, • 40 hours per week, • Shift: 8 hours, days Care Career Job ID #36314580. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: RN Home Health About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across the industry. Wherever you want to go, We Make It Happen. With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Care Career is seeking a travel Physical Therapist for a travel job in Greenwich, Connecticut. Job Description & Requirements • Specialty: Physical Therapist, • Discipline: Therapy, • Start Date: 05/11/2026, • Duration: 13 weeks, • 36 hours per week, • Shift: 12 hours, days With travel nursing jobs across the country, you can discover the possibilities that create the lifestyle and financial position that you have dreamed of. Care Career is a modern, transparent staffing firm creating the ultimate community of US. Benefits • Referral bonus, • Weekly pay, • Medical benefits, • Continuing Education, • Dental benefits, • Vision benefits

Insurance Management Associate New York City, Remote Salary to $160K plus benefits Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business. Duties Include: • Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals, • Manage national clients related to property and casualty and liaising with brokers, • Manage risk management process from start to finish, • Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk, • Assist with implementation of new policies and procedures for clients, • Work under little supervision, • Manage target budgets and minimizing risk of financial loss to the company. Candidate Should Possess: • At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm, • CPCU or ARM certification is helpful, • Strong written and verbal skills with above average computer skills, • Experienced in contract reviews/revisions and negotiating with brokers, • Comfortable to work in a smaller team-oriented environment, • Strong adherence to new policies and procedures directed by senior management. This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to: Paul Feeney Managing Director Sanford Rose Associates – Wayne

POSITION SUMMARY Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or FA/PWA/team, • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit), • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance), • Assist FAs / PWAs/ teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures, and new platforms, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Serve as a peer / mentor to other Support Professionals in the market ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Portfolio Associate Job Description • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency, • College degree preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • 5+ years of work experience in a field relevant to the position, • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multitask, • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Expected base pay rates for the role will be between $17 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

High Profile mid-sized Hedge Fund seeks a Marketing Associate / Executive Assistant. We are a high-end fund with decades of experience in delivering strong, risk-adjusted investment performance and we are seeking a dynamic Marketing Associate / Executive Assistant to directly support the CEO. This hybrid role offers a unique blend of marketing creativity and high-level administrative support, giving you the opportunity to contribute to growth initiatives while working closely with executive leadership. If you thrive in a fast-paced environment, are highly organized, and possess a passion for both marketing and executive support, this is your chance to make a meaningful impact. This is a hybrid role where you will be onsite in Connecticut four days per week and WFH one day per week. Responsibilities include: A. Marketing Duties • Assist in the design, development, and maintenance of marketing content with participation in strategy formulation for marketing campaigns/activities., • Update monthly and quarterly presentation materials, including newsletters, fact sheets, presentation books,..., • Support the Marketing team in ad hoc requests, including sending out materials, sending meeting calendar invitations and updating Salesforce records., • Maintain and update the firm's website regarding performance data, • Provide high-level administrative support to the CEO; manage scheduling and select correspondence, book travel, submit expenses, and coordinate external meetings., • Comfortable managing calendar scheduling, travel arrangements, and expense submissions, • Proficiency in PowerPoint, Excel, and Adobe suite, • Experience with CRM tools such as Salesforce preferred, • Excellent organizational skills with meticulous attention to detail, • Ability to prepare and update marketing materials, presentations, and fact books with accurate performance data, • Strong interpersonal and client relationship abilities, • Ability to work independently and as part of a collaborative team, • Exceptional written and verbal communication skills, • Capable of managing multiple priorities and deadlines effectively, • Knowledge of mutual funds, hedge funds, asset management, separately managed accounts, or public equities, • Previous experience in financial services or investment management marketing, • Bachelor’s degree; Associate’s degree plus relevant work experience will be considered, • Prior experience in a similar marketing or executive support role preferred, • Demonstrated ability to balance administrative duties with marketing responsibilities Bring your creativity, organizational prowess, and proactive mindset to a firm that values excellence and innovation. Elevate your career by applying now to be part of the dedicated team, your next great opportunity awaits!

Job Summary: Our Trade Desk serves as an interdepartmental role, collaborating with all teams to implement and maintain processes. This individual should have exceptional interpersonal and technical skills, attention to detail is a must, and they work well under pressure. This is an important position within the organization, and the firm’s rapid growth offers room for advancement for the right individual, as we encourage our employees to expand their roles within the firm. Key Responsibilities: Trading: o Proficiency and experience using Trading Software (such as RedBlack) o Execute trades on platforms o Familiar with Schwab as a custodian is a plus o Coordinate with Portfolio Managers to create and allocate block and individual client trades, and rebalance portfolios o Maintain account attributes such as tactical weight changes, cash buffers, and restrictions o Act as liaison with premier trading partners and back-office departments Qualifications • Minimum 2+ years of experience in a similar role within an RIA or brokerage firm, • Proficiency and experience using RedBlack OMS is a plus, • Strong attention to detail, accuracy, and a commitment to continuous learning, • Excellent communication and interpersonal skills, • Proven ability to manage time effectively, multi-task, and prioritize within deadlines, • Solid knowledge of financial markets, investment products, and services, • Confidence in working directly with high-net-worth clients, • Resourceful, proactive, and solutions-oriented, • Able to work independently and collaboratively in a team environment, • Strong conflict resolution and de-escalation skills, • Proficiency with Microsoft Office Suite; experience with Addepar, Salesforce and Bloomberg preferred, • Coding knowledge is a plus, • Bachelor’s degree or equivalent relevant experience Location(s) Greenwich, CT (in person) or New York, NY (in person)

Job Title: Vice President- Operations & Finance Reports to: Managing Partner Location: Onsite- Greenwich, CT Status: FT/Exempt About the Company: Amphora Equity Partners is a newly formed private equity firm that makes control investments in the North American packaged food and beverage sector. The firm focuses on well-established branded products and contract manufacturing businesses in which it can support management teams to drive real value creation through operational excellence and follow-on acquisitions. Role Overview: The Vice President – Operations & Finance will support Amphora’s growing portfolio of food and beverage brands. This role is a hybrid of FP&A, operational finance, and M&A, serving as a critical partner to investment, operations, and portfolio leadership teams. The VP will conduct financial planning and transaction-related diligence while helping drive operational excellence and value creation across the portfolio. This position requires deep experience in CPG-focused M&A, combined with strong operational and analytical capabilities. Key Responsibilities: • Operational and financial diligence for food and beverage companies. In-depth financial modeling, consumer and category analysis, and supply chain evaluation., • Oversee and validate quality of earnings. Develop working capital, cash flow, and balance sheet analyses., • Provide detailed assumptions for transaction models, valuation analyses, and return scenarios., • Support deal structuring and seller transition services alongside portfolio leadership., • Perform detailed reviews of plant-level financials, inventory reconciliation, and cost accounting practices during diligence., • Assess manufacturing, supply chain, and working capital risks through on-site reviews and operational data analysis., • Develop and oversee portfolio-level and company-level FP&A processes, including budgeting, forecasting, and long-range planning., • Build and maintain scalable financial reporting and KPI dashboards., • Analyze unit economics, margins, pricing, trade analysis and cost structures to support decision-making., • Evaluate manufacturing, sourcing, logistics, and inventory management performance, inclusive of co-manufacturers., • Support capacity planning, demand forecasting, and inventory optimization initiatives., • Identify and execute margin expansion, cost reduction, and working capital optimization opportunities., • Analyze and improve plant-level cost structures, standard costing models, and variance reporting., • Perform reviews of bill of materials, labor and overhead absorption, and yield/scrap metrics., • Support implementation of systems, reporting processes, and controls post-close., • Partner with portfolio leadership on add-on acquisitions, refinancings, and exit preparation. Qualifications: • Bachelor’s degree in Finance, Business, Accounting, or a related field., • 10+ years of experience in large food and beverage company M&A group, CPG-focused investment banking, private equity, or transaction advisory firm., • Demonstrated experience with complex M&A transactions and end-to-end diligence processes., • Strong background in FP&A, financial and accounting diligence, and operational finance., • Comprehensive understanding of the CPG ecosystem, including retailers, distributors, co-manufacturers, and internal manufacturing operations., • Proven knowledge of plant-level accounting, including inventory reconciliation, standard costing, variance analysis, and yield/scrap management., • Experience evaluating cost structures, bill of materials, labor and overhead absorption, and manufacturing efficiencies., • Strong understanding of supply chain and operational metrics, including fill rates, service levels, inventory turns, capacity utilization, and logistics costs., • Experience supporting post-merger integration and financial and operational systems implementation., • Advanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial modeling and scenario analysis and PowerPoint for executive presentations., • Strong knowledge of GAAP accounting, quality of earnings, and transaction structures within a CPG environment., • Experience with syndicated data sources (SPINS, Nielsen, Circana) is a plus., • Excellent written, verbal, and executive-level communication skills., • Self-directed, entrepreneurial, and comfortable operating in a fast-paced, hands-on environment.

Title: Fund Controller – Hedge Fund Firm: High-Performing Investment Manager Location: Greenwich, CT In-Office Policy: Flexible HYBRID schedule - 3 days in-office, 2 days remote Compensation: $200k - $250k base plus $150k - $200k bonus (up to $350k - $450k total comp, depending on experience level) A high-performing investment manager is looking to add an experienced professional to support the accounting and reporting oversight of its investment vehicles. This position is newly created and will offer broad involvement across fund structures and operational workflows. The organization operates in a lean, collaborative environment, providing the opportunity to take on meaningful responsibility and interact with senior members of the business. The role offers strong visibility across the platform and the chance to contribute to the continued expansion of the firm’s investment vehicles and infrastructure. Responsibilities include: • Overseeing accounting and reporting processes for a variety of pooled investment vehicles and related entities, • Reviewing periodic NAV reporting and related materials produced by external service providers, • Coordinating with third-party partners including administrators, auditors, tax professionals, and legal advisors, • Assisting with financial statement preparation and investor-facing reporting deliverables, • Supporting year-end audit and tax processes, • Monitoring fund-level expenses, allocations, and capital movements, • Assisting with the implementation and launch of new investment structures, • Contributing to enhancements in internal controls, workflows, and reporting procedures, • Working cross-functionally with internal teams including operations, compliance, and investor relations Qualifications • 10 - 15 years of experience in hedge fund accounting at an investment firm/alternative asset management firm AND prior public accounting experience required, • Very strong understanding of hedge fund structures (master-feeder funds, offshore/onshore vehicles, SPVs, co-investments), • CPA license is required, • Experience working with fund administrators and audit processes, • Strong attention to detail and ability to manage multiple priorities, • Excellent communication and organizational skills, • Bachelor’s degree in Accounting, Finance, or a related field required Why This Opportunity • Collaborative, entrepreneurial culture with strong team dynamics, • Stellar benefits and competitive compensation, • Significant upside and career growth potential as the firm continues to expand, • Opportunity to gain broad exposure across complex fund structures and strategy 48121

Firm: Wealth Manager Location: Greenwich, CT Job Summary: • Lead annual budgeting and quarterly forecasting for wealth management businesses, • Partner with C-suite to define KPIs and execute strategic priorities, • Develop and oversee financial models for planning, scenario analysis, capital allocation, and risk management, • Deliver executive-level reporting, including variance analysis and performance insights for senior management and the board, • Provide actionable insights on business performance, growth drivers, and operational efficiency, • Collaborate cross-functionally to ensure data integrity and alignment, • Support M&A, integration efforts, and high-impact strategic initiatives, • Drive continuous improvement of financial planning systems, tools, and processes Requirements: • 10+ years of budgeting & forecasting experience at a wealth manager, • CPA or CFA preferred #48381

The Greenwich, CT office of a glowing investment firm is looking to hire a highly skilled and proactive Administrative Assistant to provide dedicated support to senior leaders of the investment team. This role requires a poised, detail-oriented professional who thrives in a fast-paced, high performance environment. The ideal candidate will demonstrate sound judgment, exceptional organizational abilities and a high degree of professionalism and discretion. Key Responsibilities: Administrative Support & Calendar Management • Manage complex calendars, including scheduling internal and external meetings across multiple time zones., • Coordinate schedules with senior leaders of portfolio operating companies, • Proactively identify and resolve scheduling conflicts with minimal direction. Travel & Expense Management • Plan and coordinate comprehensive domestic and international travel arrangements., • Prepare and process expense reports accurately and in a timely manner using Concur. Communication & Stakeholder Management • Serve as a point of contact for both internal and external stakeholders., • Build and maintain strong professional relationships across all levels of the organization., • Screen and manage high-volume communications, including incoming calls and meeting requests. Confidentiality & Professionalism • Handle sensitive information with the utmost confidentiality and discretion., • Exercise sound judgment in a trading floor environment and maintain a polished, executive presence. Document & Office Management • Assist with the creation, formatting, and editing of documents and presentations., • Maintain organized electronic filing systems., • Support ad hoc projects and administrative needs as required. Qualifications: • Bachelor’s degree strongly preferred., • 5–7+ years of experience supporting senior or C-level executives, ideally within financial services or a similarly fast-paced professional services industry., • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Concur expense management., • Excellent organizational and time-management skills with strong attention to detail., • Ability to remain composed and effective under pressure, managing multiple priorities with ease., • Strong written and verbal communication skills., • Self-motivated, proactive, and resourceful team player.

Our client, a leading global credit investment firm, is seeking an Administrative Assistant to support their Public Desk team in Greenwich, CT. This role involves managing complex calendars, coordinating domestic and international travel, processing expense reports, and assisting with meeting coordination and compliance tracking. The position requires strong multitasking abilities in a fast-paced environment, as well as collaboration with a broader administrative team and occasional reception coverage. Responsibilities Include: • Managing heavy calendar scheduling and coordinating meetings across teams, • Arranging domestic and international travel and processing expense reports, • Maintaining contacts and communications through Microsoft Outlook, • Handling multi-line phone coverage and supporting day-to-day administrative needs, • Assisting with compliance tracking, reporting, and light research projects, • Providing backup support to reception and other administrative staff as needed Requirements: • 8+ years of administrative experience, preferably within financial services, • Strong proficiency in Microsoft Office, especially Outlook, • Excellent organizational, communication, and time management skills, • Ability to multitask with a high level of professionalism and attention to detail, • Experience coordinating travel and working in a fast-paced, team-oriented environment

POSITION SUMMARY The Director of Investments provides exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA/PWA/team. This industry professional leads the oversight of the team’s reporting, and performance metrics while reviewing asset allocation models with the FA/PWA/team. This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the FA/PWA/team. DUTIES and RESPONSIBILITIES: • Reviews and oversees investment functions including the oversight of policies, procedures, reporting and performance metrics via firm approved resources and systems • Partners with FA/PWA/team on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy • Establishes relationships within the investment community to ensure access to best-in-class research and managers • Evaluates investment managers on behalf of FA/PWA/team, if necessary, to re-balance assets and terminate and hire managers to ensure managers and investment mandates align with the investment policy • Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation to the FA/PWA/team • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 10+ years of work experience in a field relevant to the position required, • Advanced degree or professional certification or prior industry experience required, • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required, • Additional product licenses may be required Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Director of Investments Job Description Knowledge/Skills • Strong leadership skills, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms, • Detail oriented with superior organizational skills and ability to prioritize, • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven Reports to: • Market Business Service Officer and/or Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Title: Junior Coverage Associate Role: Associate in Insurance Coverage Group Expertise: 0+ years of law firm or insurance company experience Job Location: Valhalla, NY (hybrid office / remote) Description: Represent insurers in coverage matters and insurance coverage litigation Kaufman Borgeest & Ryan LLP is a leading defense and insurance coverage firm with 130+ lawyers and nine offices in New York, New Jersey, Connecticut, and California. The firm’s coverage group is well respected for its depth and successes, and serves clients in the US, London and elsewhere in Europe, as well as the Bermuda market. Insurance coverage is one of the firm’s major practice areas, not relegated to the recesses of the firm as it is at some mega firms. Known for an enriching, collegial workplace, the firm offers true opportunities for professional growth and advancement. This position is for an attorney with 0+ years’ experience to join the Insurance Coverage/Coverage Litigation team in our Valhalla, NY office, who represent international and domestic insurers in complex insurance and coverage litigation matters involving all manner of liability policies, including Management Liability (D&O, EPL, Fiduciary, Crime), Cyber, Professional Liability, Financial Institutions, and Commercial General Liability. We are looking for a bright attorney and an excellent writer who is highly motivated and proactive – someone with the willingness and capability to act independently and comfortable with client interaction. Responsibilities • Develop litigation strategy for insurance coverage disputes, and perform key roles in insurance coverage litigation and arbitration, • Conduct complex and rigorous legal research and analysis, and draft memoranda and position letters, • Analyze insurance policies, draft analyses of coverage issues and provide coverage advice and recommendations for clients, • Supervise and participate in the mediation and settlement of underlying litigations worldwide, • Draft and review pleadings, memos, briefs, interrogatories, and other legal correspondence and litigation documents, • Participate in depositions, document reviews, conferences and all aspects of coverage litigations and arbitrations, • Work cooperatively with others Education and Experience Required • Admission to practice in New York, • Experience, either in commercial litigation, or in-house experience with liability insurance policies a plus, • Excellent academic credentials, • Solid work history Skills and Abilities Required • Strong legal research, writing and verbal communication skills, • Ability to manage and prioritize multiple projects, • Excellent organizational and time management skills, • Ability to identify and resolve problems quickly NY Comprehensive Total Rewards Package Kaufman Borgeest & Ryan LLP is proud to offer a comprehensive Total Rewards package. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is $105,000 - $125,000, which represents our good faith and reasonable estimate of the starting salary range at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including qualifications and experience, geographic location, education, external market data and consideration of internal equity. Submit resume and writing sample to .

Job Description The Atlantic Group has partnered with a global investment management firm in the Greenwich, CT area. They have an immediate need for a Recruiting Coordinator to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Work Schedule: 4 days in the office, 1 day work from home Your Role • Obtain availability, create and post interview schedules and confirm all candidates, • Greet candidates, manage interview schedules and make appropriate scheduling changes as needed throughout the day, • Arrange travel and hotel accommodations for candidates, • Manage candidate reimbursements, recruiting vendor payments, and contract submission through Coupa expense system, • Maintain and update Applicant Tracking System (ATS) with resumes, applicant information, interview schedules and feedback, • Compile weekly, monthly, and ad-hoc reports on jobs and candidate progression, • Provide a high level of customer service to internal clients, • Provide an exceptional candidate experience to all applicants ensuring a positive impression of AQR, • Maintain appropriate level of communication to all hiring managers, Recruiters, and Business Partners throughout the process, • Assist in cross HR projects to help ensure seamless execution What You’ll Bring • Bachelor’s degree in a business-related discipline, • 3+ years of experience in a similar administrative role, • Experience working in financial services or legal industries required, • Knowledge of recruitment tools & technology, specifically Greenhouse, is a plus, • Experience with Outlook and Microsoft Office Suite, • Demonstrated resourcefulness, flexibility and ability to adapt as well as take initiative to start and complete tasks and projects without request, • Presents oneself with professionalism and confidence, • Exceptional written and verbal communication skills, • Ability to multi-task and manage competing priorities, • Strong problem solving and proven decision-making skills Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 48576

Our client, a Connecticut based hedge fund is seeking a highly organized, discreet, and proactive Personal/Executive Assistant to provide seamless support to the Chief Executive Officer. The ideal candidate thrives in a fast-paced environment, anticipates needs before they arise, and is comfortable operating with the utmost professionalism and confidentiality. The position will be located in Greenwich, CT AND New York City (3 days/week from the CEO’s home office in Greenwich CT and 1-2 days/week from the NYC office). MUST HAVE A CAR. Job Details COMPANY: Hedge Fund ROLE: Personal/Executive Assistant LOCATION: 3 days in the CEO’s home office in Greenwich, CT and 2 days in NYC Midtown office with some flexibility to WFH at times Hours: 9:00am-5:00pm with flexibility to work early mornings, evenings and weekends as needed Salary: $150k-$175k base DOE + Bonus Eligible + Great Benefits! Degree: Highly Preferred MUST HAVE A CAR Responsibilities will include but are not limited to: Personal Assistance Household & Lifestyle Management: • Coordinate with household staff, property managers, and service vendors for multiple residences., • Schedule maintenance, oversee vendors, and ensure properties are operating smoothly. Event & Party Planning: • Plan and execute personal and firm-related events, including the CEO’s annual summer party and holiday (Christmas) party, attended by large guest lists of employees, family, and professional contacts., • Manage all aspects of event logistics, from venue selection, catering, décor, entertainment, and transportation to invitation management and day-of coordination., • Coordinate with multiple vendors including event planners, florists, caterers, photographers, and rental companies to ensure every detail is executed flawlessly., • Oversee invitation design and distribution, track RSVPs, and manage guest communications with professionalism and discretion., • Maintain event budgets, timelines, and vendor contracts, ensuring cost-effectiveness while delivering a refined, high-quality experience., • Serve as the primary liaison between the CEO, guests, and vendors, ensuring that all logistics and presentations reflect the firm’s culture and the CEO’s preferences. Personal Scheduling & Logistics: • Manage personal calendars, appointments, and commitments, ensuring alignment with professional obligations., • Handle errands, reservations, and travel arrangements for the CEO and family as needed., • Anticipate personal needs: birthdays, holidays, and travel; ensuring thoughtful preparation and organization., • Regularly provide driving support for the CEO, family members, and guests, ensuring punctual, safe, and discreet transportation. Discretion & Trust: • Handle all personal and professional information with the highest level of confidentiality., • Serve as a trusted confidant and representative of the CEO, maintaining composure and discretion at all times., • Navigate sensitive and time-critical issues with tact and minimal supervision. Executive Support Calendar & Meeting Management: • Proactively manage a complex and rapidly changing calendar, ensuring the CEO’s time is optimized and priorities are aligned with strategic objectives., • Coordinate and confirm meetings with investors, senior leadership, and external partners, balancing competing demands with efficiency and tact., • Prepare daily and weekly agendas and briefing materials to ensure the CEO is fully informed and prepared for all engagements. Communication & Correspondence: • Act as the primary point of contact for all communication to and from the CEO, demonstrating exceptional judgment and professionalism., • Draft, proofread, and manage confidential correspondence, reports, and presentations with attention to detail and tone., • Screen, prioritize, and respond to emails and calls, ensuring timely follow-up and alignment with the CEO’s preferences. Meeting Preparation & Follow-Up: • Organize and support investor, board, and leadership meetings by coordinating logistics, preparing presentations, and managing materials., • Record and track action items, ensuring timely completion by responsible parties., • Maintain a high level of awareness of ongoing projects, priorities, and business developments. Travel Coordination (Occasional): • Plan and execute detailed domestic and international travel arrangements, including commercial and private flights, accommodations, ground transportation, and meeting logistics., • Prepare comprehensive travel itineraries with contact lists, schedules, and materials to ensure seamless travel experiences., • Remain on-call for travel adjustments and urgent needs, providing real-time problem-solving support. Qualifications • Bachelor’s degree required., • 5+ years of experience supporting a senior executive, ideally within financial services, or a similar fast-paced environment., • Must have a car, • Exceptional written and verbal communication skills., • Strong organizational, time management, and prioritization abilities., • Advanced proficiency with Microsoft Office (Outlook, Excel, PowerPoint, Word) and comfort with modern productivity tools., • Proven ability to handle confidential information with integrity and professionalism., • Highly responsive, composed under pressure, and capable of anticipating needs before they arise., • Understanding/experience within the field of health and fitness a plus.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of r

Great opportunity for a contract Receptionist position through the end of the summer, in the Greenwich, CT office of a global, presitigious financial firm.

Executive Assistant - Legal & Compliance.Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing our

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred Private Client Coverage Private Banker Full time Greenwich Connecticut United States $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Dec 17, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Burnham Sterling & Company LLC (or registered affiliates thereof) ("Burnham", the "Firm" or the "Company") is a financial services firm focused capital raising for aviation and other asset intensive industries and is located in Greenwich, CT.The firm enters into eng

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $125,000.00 and $170,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description 1. Incident Identification, Classification & Escalation * Lead or support the classification of incidents using predefined severity criteria to determine whether an event constitutes an incident, major incident, or crisis. * Assess potential impact to Important Business Services (IBS), customers, regulatory obligations, and the firm. * Ensure timely escalation in line with the Crisis Management Policy, including activation of Incident Response Teams (IRT) or Crisis Management Committees when thresholds are met. 2. Crisis Response Coordination * Act as a central coordinator for crisis response activities, ensuring relevant stakeholders, SMEs, business owners, and support functions are engaged. * Chair or support incident and crisis calls, maintaining focus on priorities, decisions, and next actions. * Coordinate across business, technology, cyber, third-party, and resilience teams to enable a unified response. 3. Impact Assessment & Decision Support * Oversee the ongoing assessment of impact as a crisis evolves, including service disruption, customer impact, and recovery timelines. * Consolidate information from multiple sources to support informed, timely decision-making by senior management and crisis committees. * Track key risks, dependencies, and recovery actions throughout the lifecycle of the event. 4. Communication & Stakeholder Management * Ensure accurate, consistent, and timely communication to senior management, crisis committees, and impacted stakeholders. * Support coordination with internal and external parties, including regulators, where required, in partnership with designated communications and governance teams. * Maintain situational awareness and ensure stakeholders remain informed as conditions change. 5. Governance, Documentation & Audit Trail * Ensure all crisis-related actions, decisions, and justifications are documented in incident logs, decision logs, and event records. * Maintain records required for audit, regulatory review, and post-incident governance. * Ensure compliance with established Crisis Management and Business Continuity, Operational Resilience policies and procedures. 6. Post-Incident Review & Continuous Improvement * Lead or support post-incident reviews to identify lessons learned, gaps, and areas for improvement. * Track remediation actions and ensure follow-through to strengthen future response capabilities. * Feed insights into resilience, risk, and control enhancement initiatives. 7. Preparedness, Testing & Training * Support the development, maintenance, and testing of crisis and incident management procedures. * Participate in scenario testing and exercises to validate crisis readiness and escalation effectiveness. * Promote crisis awareness and preparedness across the firm. Experience & Background * 8+ years of experience in Crisis Management, Incident Management, Business Continuity, Operational Resilience, or related risk/governance functions within a complex organization. * Strong background leading major incidents, crises, or large-scale operational disruptions, including direct experience managing executive-level and cross-functional response calls. * Experience working in a highly regulated industry (financial services strongly preferred), with practical understanding of regulatory expectations for BCM/Resilience. * Proven ability to coordinate across technology, cyber security, operations, third-party risk, and business units during incidents or crises. * Demonstrated experience conducting impact assessments, supporting senior-level decision making, and synthesizing information from multiple sources under tight timeframes. * Hands-on experience maintaining incident logs, decision records, governance documentation, and audit/regulatory evidence. * Experience conducting or leading post-incident reviews, identifying root causes, and driving follow-up remediation or process improvements. * Background supporting or running crisis simulations, scenario exercises, and training programs. * Experience with BCM or Resilience platforms/tools (e.g., Fusion, Everbridge) is preferred. * Prior experience managing stakeholders, or crisis response groups in fast-moving, high-pressure environments. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at . EOE, including Disability/veterans

SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We are seeking an Interim Controller to join a leading global consumer products organization with operations across North Americ

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management. The Private Banking Group ("PBG") National Sales team is seeking a high potential Business Development Asso

A Law Firm Rate Coordinator (RC) supports the Director of Pricing and Rate Supervisor with rate inquiries, maintaining rate structures, and ensuring the accuracy, integrity, and compliance of client rates within the firm's financial systems (SurePoint, Aderant). Data Integrity & Reporting: Maintain

FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm. Corporate Finance, Strategic Finance - Analyst / Associate. Capital is looking to hire a Strategic Finance professional to joi

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 4

IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. Morgan Stanley is a leading global financial services firm providing a

A leading financial services firm in Greenwich, CT, is seeking an Associate General Counsel with expertise in regulatory issues related to commodities.The role involves evaluating legal impacts of business lines and advising on federal law compliance.The position offers hybrid work flexibility and a

Public Accounting: Senior Assurance Manager Opportunity - Fully Remote option w/ a mid-size, top tier, full service CPA Firm This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $175,000 per year A bit about us: We are a full-service public accounting firm advising and assisting our clients with their accounting, tax, financial and strategic planning needs. We created an environment of higher standards – not only in terms of what our clients expect of us, but what we expect of ourselves. We have adopted a holistic business strategy in which our service areas work closely together to make sure we are considering our client’s overall business strategy when making important financial decisions. This unique service model empowers us to offer distinct solutions and is responsive to our client’s needs. Our professionals and team of advisors specialize in servicing privately held middle-market businesses in a broad range of industries. Why join us? • Full Benefits: Medical, Dental, Vision, • Competitive salary and overall compensation package, • 401 (k) with generous company match, • Life Insurance coverage, • Generous PTO, vacation, sick and holidays Job Details As a Senior Assurance and Accounting Manager, you will work with other members of our assurance practice to develop and sustain excellent client relationships. Our practice delivers quality audits and other services to privately-owned middle-market companies. Services include internal audit, employee benefit plans, outsourced accounting and contract compliance. Responsibilities: • The Senior Assurance and Accounting Manager is responsible for providing timely, high quality client service that meets or exceeds client expectations including the auditing of all required financial statements, related disclosures and other client deliverables, • Review and supervise staff work on client engagements to ensure firm’s quality control procedures are followed, • Collaborate with other Senior Managers and Partners in the areas of risk assessment, audit programs, internal audit reports and budgeting, • Understand skill sets and capabilities of Seniors and Staff and monitor and review work product that they prepare and report on performance while articulating notes for improvement throughout the process, • Advising client on various economic and regulatory risks resolve complex accounting issues, • Ability to apply all areas of GAAP to complex situations, including writing technical memos and inter-office consultation papers and serve as a technical resource with the ability to explain and teach staff, • Informs partners of progress on engagements, takes timely action on technical, scheduling and other problems. Brings recommended solutions to partner’s attention for timely action., • Provides training, leadership, recognition and administrative direction to motivate and develop team members, • Understands the economics of the firm’s practice and ability to management profitable engagements. Has direct client billing responsibility., • Supports the management with decisions pertaining to policies and procedures and brings that support to the team, • Accepts other administrative and supervisory responsibilities, including recruiting and leading professional development conferences, as required, • Bachelor’s degree in accounting or related field required, • Several years of experience in a public accounting firm or related experience, • Minimum of 3 years of supervising and training experience, • CPA certification required, MBA is a plus Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Coordinate regional events and roadshows with fund managers to educate Morgan Stanley Advisors and clients on Alternative Investm

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Work closely with Stock Plan Directors, Financial Advisors, Technology, Legal Department & Compliance and Strategic Client Manage

Our Firm is interested in hiring accounting and finance professionals Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FAS

Banks Affiliate Risk Assistant Vice President.Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segmentsInstitutional Securities, Wealth Management, and Investment Management.Through its subsidiaries and affiliates, Morgan Stanley

This hybrid role involves overseeing fund accounting, managing audits, and ensuring GAAP compliance for private equity funds. A financial services firm is seeking a Senior Fund Accounting Manager in Greenwich, CT. Ideal candidates should have at least 6 years of experience in fund accounting, a CPA

A leading financial services firm in Connecticut seeks an International Tax Manager to oversee U.The ideal candidate will have 7+ years in tax, preferably from a Big 4 accounting background, excellent analytical skills, and a CPA designation.This hybrid role emphasizes collaboration across departmen

A global financial services firm located in White Plains, NY seeks an experienced Tax Director for its international tax team. The successful candidate will have a minimum of 5 years in public accounting or corporate tax, with expertise in global minimum tax regulations. This crucial role involves s

Job Description Job Title: Part-Time Family Law Paralegal / Administrative Assistant Firm: Catherine P. Whelan, Esq. Location: Cos Cob, CT Hours: 25 hours per week, flexible schedule Compensation: $25.00 per hour, depending on experience Role Overview Our firm is a boutique family law firm dedicated to providing compassionate and precise legal representation. We are seeking a versatile professional to join our team in an administrative and paralegal capacity. This role is the "right hand" to our attorneys, ensuring smooth office operations while assisting with substantive case development. Shared Key Responsibilities: Legal Support (Paralegal Duties): • Document Drafting: Prepare initial drafts of pleadings, motions, discovery requests, and financial affidavits (e.g., Statements of Net Worth)., • Case Management: Organize and maintain electronic and physical case files., • Court Filings: Manage electronic filings (e-filing) and ensure adherence to all court rules and deadlines., • Trial & Hearing Prep: Assemble witness binders, exhibits, and trial notebooks., • Client Relations: Conduct initial client intakes with empathy and professionalism., • Scheduling: Manage attorney calendars, including court dates, depositions, and mediations., • General Office Support: Handle incoming calls, mail distribution, scanning, and file organization. Qualifications • Experience: 1+ years of experience in a legal environment; family law experience is preferred., • Education: Paralegal certificate or Associate’s degree in Paralegal Studies is a plus., • Technical Skills: Proficiency in Microsoft Office Suite (Word, Outlook) and legal case management software., • Flexible part-time hours tailored to your schedule., • A collaborative and supportive boutique firm environment., • Opportunity for professional growth and increased responsibility.

Job Description Multi-state law firm with offices in New York, New Jersey, Connecticut Pennsylvania and Vermont is seeking a Paralegal to join our team in our Armonk, New York office. This is an exciting opportunity to work in a fast-paced, dynamic environment with plenty of opportunities for growth and advancement. Our firm represents mortgage servicers, banks and investors in all courts, both state and federal. We specialize in commercial and residential mortgage foreclosure, debt collection and post-judgment recovery, bankruptcy, creditors’ rights, evictions, loss mitigation, mediations, contested litigation, real estate and financial services litigation. We pride ourselves on our attention to detail, responsiveness and innovation when navigating the difficult regulatory environment in today’s mortgage servicing industry. Our firm is dedicated to providing our clients with superior legal services in a quick, efficient and cost-effective manner. We are recognized as one of the leading firms in our field by the largest loan servicers in the nation. Responsibilities and Qualifications: Excellent verbal & written communication skills Detail-oriented and highly organized Bachelor’s degree preferred Highly adaptive and open to innovative new technology solutions Company DescriptionFounded in 2011, Leopold & Associates, PLLC is a rapidly growing multi-state law firm handling matters in Pennsylvania, New Jersey, New York, Connecticut, and Vermont. Our firm represents mortgage servicers, banks, card issuers, debt buyers, note holders and investors in state and federal courts in the jurisdictions in which our attorneys are licensed. Leopold & Associates, PLLC, focuses on commercial and residential mortgage foreclosure, bankruptcy, enforcement of creditors’ rights, evictions, loss mitigation, mediations, contested litigation, real estate and financial services litigation, as well as various types of collection matters. We pride ourselves on our attention to detail, responsiveness, and innovation when navigating the difficult regulatory environment in today’s mortgage servicing and debt collection environments. Our firm is dedicated to providing our clients with superior legal services in a quick, efficient and cost-effective manner. We are recognized as one of the leading firms in our field by the largest loan servicers in the nation.Founded in 2011, Leopold & Associates, PLLC is a rapidly growing multi-state law firm handling matters in Pennsylvania, New Jersey, New York, Connecticut, and Vermont. Our firm represents mortgage servicers, banks, card issuers, debt buyers, note holders and investors in state and federal courts in the jurisdictions in which our attorneys are licensed.\r\n \r\nLeopold & Associates, PLLC, focuses on commercial and residential mortgage foreclosure, bankruptcy, enforcement of creditors’ rights, evictions, loss mitigation, mediations, contested litigation, real estate and financial services litigation, as well as various types of collection matters. We pride ourselves on our attention to detail, responsiveness, and innovation when navigating the difficult regulatory environment in today’s mortgage servicing and debt collection environments. \r\n\r\nOur firm is dedicated to providing our clients with superior legal services in a quick, efficient and cost-effective manner. We are recognized as one of the leading firms in our field by the largest loan servicers in the nation.

Job Description Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our e-Billing Administrator position in our White Plains Office. This role can be fully remote from anywhere in the country that Wilson Elser has an office or on site in White Plains. The Position Wilson Elser currently seeks an E-Billing Administrator to be responsible for key phases of the e-billing process, including, bill submission, follow-up on rejected items, and acceptance tracking. This exciting role offers growth and learning opportunities for a motivated recent college graduate, or individual who has professional work experience and is seeking to advance their career. Key Responsibilities: • Execute electronic submission of client invoices via various e-billing middleware systems, • Identify, troubleshoot and resolve issues that arise during the invoice submission process, • Coordinate with attorneys, clients and administrative staff for resolution and maintenance tasks associated with client e-billing requirements, • Clearly communicate escalated issues as needed to Supervisor, Manager and Director, • Professionally liaise with team members, attorneys and upper management, • Track statuses of submitted invoices to ensure payment from client, • Maintain internal database of e-billed clients and their compliance requirements, • Document and update reference materials for all aspects of the e-billing process as necessary, • Assist with partner and client inquiries in a timely manner, • Provide updates and financial analysis to attorneys, clients and administrative staff as requested, • Participate in firm-wide and departmental projects and initiatives, • 1+ years of e-billing experience within a corporate law department or law firm, • Must have experience with BillBlast, • Knowledge of legal billing and Middleware systems a plus (i.e., Legal Exchange, TyMetrix 360, Legal-X, Serengeti/Legal Tracker), • Knowledge of various Legal Electronic Data Exchange Standard (LEDES) billing formats a plus., • Proficiency with Windows-based software and Microsoft Word, Excel and Outlook, • Strong reading comprehension, analytical and problem-solving skills, • Ability to exercise proper judgment, • Ability to produce detailed and accurate work products, • Ability to organize and prioritize work in a fast-paced and high-volume environment to meet deadlines and daily requirements., • Ability to communicate clearly and effectively, both orally and in writing with attorneys, staff, vendors and clients., • Ability to provide quality client service to both internal and external contacts, regarding matters of a routine nature., • Ability to identify issues and oversee the execution of resourceful solutions, • Benefits: Outstanding benefits package, including 401k match and generous PTO plan, • Career Growth: Ample opportunities for professional development and advancement

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office / 1 day remote) Interactive Brokers is looking for a motivated, IT security, risk or audit professional with experience working in financial services, or similar regulated environment. Responsibilities: The role's primary focus will be to: • Support compliance coverage of the firm's technology enterprise, • Design testing and complete reviews for Cyber, information security, and privacy initiatives., • Guide stakeholders across security engineering and cyber defence teams, • Support incident response efforts and related documentation, • Implement internal control enhancements and appropriately solution potential compliance matters., • Draft business requirements to create and improve surveillance and compliance tools., • Assist coordinate responses to regulatory inquiries from foreign and US regulators., • 5-7 years' experience working with IT risk or security teams, • Solid academic background with a Bachelors or Masters in Cybersecurity, Computer Science, Data Sciences or Information Systems preferred, • Experience with incident management, developing incident playbooks and table tops, • Experience working with SIEM tools or working knowledge of such tools, • Experience with log analysis, • Experience with privacy and data protection, • Ability to work both independently as well as in a small-team environment, and to multi-task with minimal supervision, • Strong working knowledge of industry standards from NIST, ISO, COBIT, ISACA, EDM, etc Knowledge of SEC, FINRA, CFTC, CME, NFA, US and foreign regulations is a plus., • Knowledge of attack frameworks and kill chain methodology.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with a competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job Description Acadia Realty Trust (NYSE:AKR), headquartered in Rye, New York, is an equity real estate investment trust focused on delivering long-term, profitable growth through its dual – core and investment management – platforms. Our energized team builds a best-in-class, location-driven core real estate portfolio with meaningful concentrations of assets in the nation’s most dynamic urban and street-retail corridors, including New York, Chicago, Los Angeles, San Francisco, Washington DC, Dallas, and Boston. At the same time, we manage opportunistic and value-add investments through our investment-management platform. Position Summary: We are seeking an Attorney (2–5 years of experience) to join our in-house legal team supporting Acadia’s real estate operations, leasing, acquisitions, dispositions, financings, litigation, and public company activity. The ideal candidate will have a strong background in commercial leasing and a working understanding of the legal and business issues that arise in the ownership and operation of open-air shopping centers and urban street retail properties. Some of the key points that make this opportunity attractive include: • This opportunity will involve regular engagement with the various business teams at Acadia., • Acadia’s work atmosphere is fueled by creative, high achieving individuals who are looking to be strategic contributors to the organization’s growth., • The company has a long track record of financial success fueled by high quality acquisitions, development projects, and leasing expertise. Acadia is known for producing a record rate of return for its asset class., • Further develop your leasing background by working with a seasoned, deal-oriented business and legal teams., • Draft, review, and negotiate retail and commercial leasing documents, including leases, amendments, assignments, letter agreements, SNDAs, and access agreements., • Advise internal teams on lease interpretation issues, tenant defaults, bankruptcy issues, and compliance with use restrictions and co-tenancy provisions., • Manage and coordinate bankruptcy-related matters, including review of filings, proofs of claim, assumption/rejection motions, and other proceedings affecting landlord rights., • Collaborate with outside counsel on tenant bankruptcies, landlord/tenant disputes, and other property-level litigation., • Juris Doctor (J.D.) from a top law school with current bar admission., • Strong academic credentials., • 2-5 years of relevant experience, preferably at a law firm or in-house legal department focused on commercial real estate., • Demonstrated ability to work collaboratively across departments, manage multiple priorities, and provide practical business-oriented legal advice., • Strong organizational skills, attention to detail, and sound legal judgment., • Excellent verbal and written communication skills with a high level of professionalism. The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions, including skills, experience, and organizational needs. A reasonable current base salary range for this position is $140,000 - $170,000, plus eligibility for an annual discretionary bonus based on individual and company performance. Employees may also be eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Acadia Realty is an Equal Opportunity Employer - Acadia Realty is an Equal Opportunity Employer - Veteran/Disability

Job DescriptionPrivate Client International Trusts & Estates Planning Associate / AttorneyLocations Boca Raton; Boston; Greenwich; Hartford; Miami; New Haven; New Jersey; New York; Providence; Stamford; Washington, DC; West Hartford; West Palm Beach Direct Counsel is seeking a Private Client International Trusts & Estates Planning Associate / Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm. This is an exceptional opportunity for an attorney with 4+ years of sophisticated international estate planning experience to work with high-net-worth individuals, multinational families, family offices, and closely held businesses on complex cross-border wealth planning matters. The role offers highly sophisticated exposure to international tax structuring, pre-immigration planning, expatriation matters, foreign trusts, global reporting compliance, and multi-jurisdictional wealth transfer strategies. Position Overview The ideal candidate will have at least 4 years of international trusts and estates planning experience, with demonstrated strength advising U.S. and non-U.S. taxpayers on cross-border tax, trust, estate, and wealth structuring matters. This role is ideal for an attorney experienced in: • Cross-border estate and gift tax planning, • Foreign trust structuring, • Pre-immigration and expatriation planning, • Family office advisory matters, • International tax compliance and reporting, • U.S. real estate ownership planning for non-U.S. persons, • Advise high-net-worth U.S. and international families on sophisticated cross-border estate planning, • Structure and advise on foreign trusts and offshore wealth vehicles, • Handle pre-immigration and expatriation tax planning, • Advise non-U.S. clients on U.S. property acquisitions and ownership structures, • Counsel on tax and reporting obligations involving:, • Foreign financial accounts, • Foreign corporations, • Offshore trusts, • International investment structures, • Support family office and closely held business planning matters, • Coordinate with multidisciplinary teams on:, • Tax, • Corporate, • Real estate, • Trust administration, • Succession planning, • Develop practical wealth transfer solutions across multiple jurisdictionsQualifications, • J.D. from an accredited law school, • Minimum 4 years of sophisticated international trusts and estates planning experience, • Strong experience with:, • Cross-border tax planning, • International wealth structures, • Foreign trusts, • Pre-immigration and expatriation, • Multinational family planning, • Excellent technical, drafting, and client counseling skills, • Strong written and verbal communication abilities, • Practical, solution-oriented problem-solving skills, • Ability to independently manage sophisticated private client matters Compensation will vary based on office location, experience, credentials, and overall fit. Ideal Candidate The ideal attorney will be: • Technically sophisticated in international private client tax planning, • Comfortable advising ultra-high-net-worth and multinational families, • Skilled in balancing tax efficiency with family governance concerns, • Interested in multidisciplinary family office work, • Collaborative, polished, and client-facing

Job Description About the Firm Join a stable, highly respected boutique law practice in Rye Brook with over 35 years of success. We are a two-attorney firm specializing in a broad range of civil matters. We pride ourselves on our long-standing client relationships and a professional, focused office environment. The Role We are seeking a seasoned Legal Secretary to provide comprehensive administrative and litigation support. The ideal candidate is a proactive professional who thrives in a general civil practice and can manage the workflow of multiple practice areas simultaneously. Key Responsibilities • Document Production: Draft, format, and proofread legal documents, including pleadings, motions, discovery requests, and corporate contracts., • Litigation Support: Manage court filings (e-filing experience is a plus) and maintain litigation calendars/deadlines., • Financial Management: Oversee the firm’s time-tracking and billing process using Sage Timeslips., • File Management: Maintain organized physical and digital files for probate, real estate transactions, and matrimonial cases., • Client Relations: Serve as the professional "first point of contact" via telephone and in-person greetings. Practice Areas You Will Support • General Civil Litigation, • Probate & Estates, • Divorce & Family Law, • Landlord-Tenant Disputes, • Real Estate Transactions (Residential & Commercial), • Business Sales/Purchases & General Corporate Law Qualifications • Proven experience as a Legal Secretary or Legal Assistant in a civil litigation environment., • Technical Proficiency: Mastery of Microsoft Office Suite and experience with billing software (Specific experience with Timeslips is a significant advantage)., • Detail Oriented: Exceptional proofreading skills and a "measure twice, cut once" approach to document production., • Reliability: This is a full-time, in-person position requiring consistent attendance during standard business hours. Why Apply? • Stable, long-standing firm with a deep-rooted reputation., • Diverse workload—no two days are the same., • Convenient Rye Brook location with a professional, small-team atmosphere.

Job Description About the Firm Join a stable, highly respected boutique law practice in Rye Brook with over 35 years of success. We are a two-attorney firm specializing in a broad range of civil matters. We pride ourselves on our long-standing client relationships and a professional, focused office environment. The Role We are seeking a seasoned Legal Secretary to provide comprehensive administrative and litigation support. The ideal candidate is a proactive professional who thrives in a general civil practice and can manage the workflow of multiple practice areas simultaneously. Key Responsibilities • Document Production: Draft, format, and proofread legal documents, including pleadings, motions, discovery requests, and corporate contracts., • Litigation Support: Manage court filings (e-filing experience is a plus) and maintain litigation calendars/deadlines., • Financial Management: Oversee the firm’s time-tracking and billing process using Sage Timeslips., • File Management: Maintain organized physical and digital files for probate, real estate transactions, and matrimonial cases., • Client Relations: Serve as the professional "first point of contact" via telephone and in-person greetings. Practice Areas You Will Support • General Civil Litigation, • Probate & Estates, • Divorce & Family Law, • Landlord-Tenant Disputes, • Real Estate Transactions (Residential & Commercial), • Business Sales/Purchases & General Corporate Law Qualifications • Proven experience as a Legal Secretary or Legal Assistant in a civil litigation environment., • Technical Proficiency: Mastery of Microsoft Office Suite and experience with billing software (Specific experience with Timeslips is a significant advantage)., • Detail Oriented: Exceptional proofreading skills and a "measure twice, cut once" approach to document production., • Reliability: This is a full-time, in-person position requiring consistent attendance during standard business hours. Why Apply? • Stable, long-standing firm with a deep-rooted reputation., • Diverse workload—no two days are the same., • Convenient Rye Brook location with a professional, small-team atmosphere.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) Interactive Brokers is seeking a financial professional with critical thinking to join our finance team. Position Overview This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens. Key Responsibilities • Expert on the state of the industry by keeping current with the fast pace of global financial services, • Prepare executive-level presentations on:, • the state of the industry, • our competitive positioning, • new industry products and services, • new entrants to the industry, • Monitor key performance indicators (KPIs) and business metrics to track progress and be an early indicator of trends in our customer trading behavior, • Conduct ad-hoc financial analysis to support strategic initiatives inclusive of investments in other companies., • 10+ years of experience in financial services industry in a financial analysis team or an equity research team., • 2-5 years managing such team, • Bachelor's degree required; CFA or CPA a plus, • Independent and confident in the ability to research products, services, industries, and companies and fact check their results, • Competency in digesting financial statements through strong knowledge of accounting standards, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities