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Job Description We are seeking an experienced Investor Relations and Capital Raising professional to help expand our institutional investor network and support fundraising initiatives. The ideal candidate will have experience working with private equity funds, family offices, institutional investors, investment banks, or alternative asset managers, and possess strong relationships within the investment community. Responsibilities • Develop and maintain relationships with LPs, family offices, institutional investors, RIAs, and strategic partners., • Source and cultivate new fundraising opportunities., • Present investment opportunities to prospective investors., • Coordinate investor meetings, roadshows, and networking events., • Prepare investor presentations, pitchbooks, and fundraising materials., • Manage investor communications and due diligence processes., • Support capital raising efforts and strategic partnerships., • Expand the firm's network and market presence. Qualifications • Experience in Private Equity, Venture Capital, Investment Banking, Asset Management, Investor Relations, or Capital Raising., • Existing investor network strongly preferred., • Strong communication and relationship-building skills., • Experience working with institutional investors, family offices, or high-net-worth individuals., • MBA, Finance, Economics, or related field preferred., • Bilingual English/Chinese is a plus\nCompany Description Ideal Auto Group is a rapidly growing automotive organization operating multiple dealerships and collision repair centers throughout the Northeast. Our headquarters provides accounting, finance, HR, and operational support across all locations. We are committed to excellence, teamwork, and developing long-term careers for talented professionals. As we continue to expand, we're looking for motivated individuals who want to grow with us and contribute to building an industry-leading organization. Ideal Auto Group is a rapidly growing automotive organization operating multiple dealerships and collision repair centers throughout the Northeast. Our headquarters provides accounting, finance, HR, and operational support across all locations. We are committed to excellence, teamwork, and developing long-term careers for talented professionals. As we continue to expand, we're looking for motivated individuals who want to grow with us and contribute to building an industry-leading organization.

We’re seeking a future team member for the role of SVP Counterparty Credit Risk Manager –Alternative Asset Managers and Regulated Funds to join our Credit Risk team. This role is located in New York City, New York BNY is seeking a Senior Counterparty Credit Risk professional with experience covering Alternative Asset Managers (Hedge Funds, Private Equity, Private Credit and BDCs) as well as Regulated Funds (Pensions, Endowments, 40 Act Funds, and Investment Advisors). This role requires strong judgment in counterparty credit risk and familiarity with industry-specific risks associated with alternative asset managers. The successful candidate will lead complex credit analysis, recommend and monitor counterparty limits, assess market-sensitive exposures, and provide effective challenge to business partners while supporting disciplined growth. This is a hands-on role for someone who can evaluate sophisticated investment strategies, financing structures, leverage, liquidity in a fast-moving market environment. In this role, you’ll make an impact in the following ways: • Manage counterparty credit risk across a portfolio of traditional and alternative asset management clients. Responsible for 2LoD credit underwriting processes and ongoing portfolio management., • Assess and recommend counterparty risk appetite and limits, including fund financing lines and subscription/capital call facilities., • Review, approve, and monitor exposures arising from capital markets and lending products (e.g. repo, securities financing, foreign exchange, prime brokerage, subscription/capital call facilities, and fund financing arrangements)., • Participate and lead periodic portfolio reviews, including stress analysis and scenario-based assessment of market, liquidity, and concentration risks., • Identify emerging risks, deteriorating trends, and exceptions to risk appetite; escalate issues clearly and promptly., • Partner with front office, legal, documentation, and other risk stakeholders on transaction review, client onboarding, and legal negotiation., • Drive consistency in underwriting standards and monitoring processes. Recommend and lead initiatives that improve processes and increase the firm’s ability to accurately and quickly identify emerging risk issues., • Experience building and maintaining risk frameworks and processes, collaborating with business and corporate function partners, and supporting other staff to ensure accurate, timely implementation and consistent practices., • Provide guidance and review to junior team members, helping to maintain high standards of analysis, documentation, and judgment. To be successful in this role, we’re seeking the following: • Bachelor’s degree in finance, economics, accounting, or another relevant discipline is required., • MBA, CFA, or Series 7/63 preferred., • 7+ years of relevant experience e.g. in related counterparty credit risk roles or comparable buy-side roles. The ideal candidate has experience underwriting or managing credit exposure to hedge funds, alternative investment managers, regulated funds, or similar institutional counterparties., • Strong understanding of underlying mechanics and risks associated with various capital markets products and lending practices., • Makes clear, well-founded decisions under pressure, and in line with the firm’s risk appetite., • Excellent written and verbal communication skills and the ability to engage constructively with senior stakeholders across business and risk functions., • Experience with legal and credit documentation such as ISDA, CSA, GMRA, prime brokerage agreements, and lending covenants., • Familiarity with stress testing, exposure measurement, and market risk concepts relevant to counterparty credit risk., • Strong data analytics and AI prompting skills; Excel, Tableau and PowerPoint skills preferred. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:\n\n • Provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 to emerging businesses\n, • Participate with accounting for income taxes (ASC 740) and tax provision calculations\n, • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience\n, • Manage teams of tax professionals and assistants working on client projects\n, • Advise clients and be responsible for delivering high quality tax service and advice\n, • Participate in and contribute to market and business activities external to the firm; build and manage client relationships\nQualifications:\n\n, • Minimum two years of recent corporate tax experience in an accounting firm, corporation and/or law firm\n, • Bachelor's degree, J.D., LL.M. in taxation and/or Master's in taxation (MST) from an accredited college/university\n, • Experience with corporate taxation, consolidations, partnerships and a solid knowledge of ASC 740\n, • Excellent advisory and compliance skills\n, • Excellent verbal and written communications skills and the ability to articulate complex information\n, • Ability to handle multiple engagements and client service teams\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B426\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:\n\n • Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices\n, • Review and provide quality control on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle\n, • Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge\n, • Implement standard technology and processes while applying tax technical knowledge to client facts\n, • Keep up to date and help develop current tax practices, new technologies and tools used in client service delivery, and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm\nQualifications:\n\n, • Minimum three years of recent experience in an accounting firm focused on partnership federal and state tax compliance\n, • Bachelor's degree from an accredited college/university\n, • Demonstrated quality service mindset, strong technical aptitude, critical thinking skills and experience with MS Office applications and third-party tax reporting software programs\n, • Excellent verbal and written communications skills with the ability to articulate complex information\n, • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B426\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

KPMG is currently seeking a Manager/Senior Manager to join our. Minimum eight years of recent experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience). Additional Responsibilities for Senior Manager:.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities:\n\n • Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients\n, • Direct teams of tax professionals/assistants working on client projects\n, • Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer\n, • Help manage risk and financial performance of engagements including billing, collections, and the budget for projects\n, • Advise clients and be responsible for delivering high quality tax service and advice\n, • Work to assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients\n\n Additional Responsibilities for Senior Manager: \n\n • Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team\n, • Act as a coach and mentor to other tax professionals\nQualifications:\n\n, • Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm\n, • Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list\n, • Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities\n, • Excellent verbal and written communication skills with the ability to articulate complex financial information\n\n Additional Qualifications for Senior Manager: \n\n • Minimum eight years of recent experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience)\n, • Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B326\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Manager to join our _ practice. • Provide tax provision, compliance, and advisory services to a variety of clients from Fortune 100 to emerging businesses, • Work as part of a multi-disciplinary team helping to provide insurance industry knowledge and experience in the review of statutory and Generally Accepted Accounting Principles (GAAP) income tax provisions, • Manage a portfolio of clients of varying size and scope and act as the first point of contact for internal and external clients, • Lead teams of tax professionals and assistants working on client projects, • Handle risk and financial performance of engagements including billing, collections, and project budgets, • Advise clients and be responsible for delivering high quality tax service and advice, • Minimum eight years of recent corporate tax experience in an accounting firm, corporation, and/or law firm, • Bachelor's degree from an accredited college/university, • Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Strong knowledge of ASC 740, • Experience with corporate taxation, consolidations, and partnerships, • Excellent verbal and written communication skills with the ability to articulate complex information KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our _ practice. • Conduct research and development (R&D) tax credit consulting and project management, • Manage R&D tax credit studies and related activities, • Develop and sustain excellent client relationships during delivery of R&D tax credit services, • Provide R&D tax credit quality assurance, engagement reviewer and exam support, • Perform engagement management activities including billing analysis, invoicing, and engagement setup, • Draft opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda Additional Responsibilities for Senior Manager: • Engage in an active role in new business development, including add-on business, • Assist other R&D Project Managers with the delivery of engagements as needed, including research and writing regarding technical issues, • Minimum five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm, • Bachelor's degree from an accredited college/university, • Licensed CPA, JD/LLM or completion of an advanced degree or professional certification/designation including: MBA (Masters of Business Administration), MCM (Masters of Construction Management), PHDE (PhD of Economics), PHE (Doctor of Engineering), ME (Masters of Engineering), MSRE (Masters of Science-Real Estate), AIA (Member, Amer Inst of Architects), Enrolled Agent, LEED (Leadership, Energy & Environmental Design) Certification, PE (Professional Engineer), or SIX SGMA (Six Sigma) Certification, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Solid verbal and written communications skills with the ability to evaluate and articulate complex information; proficient in the use of Microsoft Word, Excel and Access and use of the internet, • Experience managing multiple client engagements and client service teams, • Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations and relevant judicial and administrative authority Additional Qualifications for Senior Manager: • Minimum eight years of experience in federal income taxes within a public accounting firm or corporation, • Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Mutual Fund Tax - Manager to join our _ practice. • Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps, • Prepare income and capital estimates of RIC distributions, • Assess work papers and other documents to support client deliverables, • Delivery of high-quality tax consulting services to KPMG clients, • Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients to manage expectations and help ensure client satisfaction, • Lead and mentor staff level team members, • Minimum four years of recent experience of Mutual Fund Tax, • Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Advanced understanding of regulated investment company taxation, • Strong client service skills, team attitude and attention to detail, • Deep understanding of financial statements and fund accounting reports and spreadsheets KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities:\n\n • Provide tax compliance and consulting services to partnerships for a variety of clients from Fortune 100 companies to [mid-market] businesses\n, • Consult on transaction calculations, partner economics, tax distributions, and other events throughout the partnership lifecycle\n, • Work as part of a multi-disciplinary team focused on high quality partnership consulting and reporting, including technology design and industry knowledge\n, • Lead, counsel and train teams of tax professionals on process and tax technical; manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients\n, • Oversee risk and performance of engagements which may include project budgets, resource planning, status and financial metrics\n, • Keep up to date on current tax practices, new technologies and tools used in client service delivery and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm\nQualifications:\n\n, • Minimum five years of recent experience in an accounting firm focused on partnership federal and state tax compliance\n, • Bachelor's degree from an accredited college/university\n, • Licensed CPA, Enrolled Agent or J.D./LL.M., in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list\n, • Demonstrated quality service mindset, strong technical aptitude and critical thinking skills; experience with MS Office applications and third-party tax reporting software programs\n, • Excellent verbal and written communications skills with the ability to articulate complex information\n, • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B326\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our _ practice. • Support Tax Managers and Partners in the day-to-day management of client portfolio, • Take responsibility for overall engagement planning and job administration, • Keep management informed on the progress of important engagement and client relationship issues, • Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met, • Execute various aspects of compliance with moderate to minimum direction from management, • Supervise several associate staff members on large and complex engagements when appropriate, • A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting, • Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university, • Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations, • Exceptional skills in reviewing 1065 and 1120-RIC tax returns, • Ability to meet challenging client requirements and provide services, • Strong communication, interpersonal, analytical, and research abilities KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our _ practice. Responsibilities: • Assist with the preparation of valuations for illiquid equity and/or debt investments, • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of debt and equity investments, • Build new and update existing financial models, including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparable, transaction comparable, and allocation models, • Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of funds as well as investment analysis, • Prepare valuation and other types of reports and presentations, • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers, • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: • Minimum two years of recent experience in one or more areas such as investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets, • Bachelor's degree from an accredited college/university in finance, accounting, economics, or business, • Possess advanced finance, financial modeling, accounting, and analytical abilities, • Strong work ethic; ability to multitask, presentation, problem solving and organizational skills with keen attention to detail, • Excellent written and verbal communication skills, solid research skills; ability to work well in a team environment and/or independently, • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-2, H-1B1, F-1, J-1, OPG, CPT or any other employment-based visa) KPMG LLP and its subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager or Senior Manager - Renewable Energy Credits (AMCS) to join our _ practice. Responsibilities: • Develop and provide technical expertise in federal Inflation Reduction Act (“IRA”) tax credits, including but not limited to, the full lifecycle of technical issues related to Investment Tax Credits (48/48E), Production Tax Credits (45/45Y), Clean Hydrogen (45V), Carbon Capture (45Q), Clean Fuels (45Z), Advanced Manufacturing (45X), and other credits introduced or modified under the IRA, as well as beginning of construction, placed-in-service, and tax fixed asset capitalization determinations and planning, • Manage the design, execution, and implementation of IRA tax credit projects, including calculation and documentation of credits through tax technical memoranda/opinions, contemporaneous documentation, and quantitative workpapers, • Establish and oversee project management frameworks, communication protocols, and data management processes to support efficient delivery across the full project life cycle, including working with Washington National Tax team members, • Lead technical analysis and review of deliverables related to IRA tax credits, including coordination with engineering, finance, and client stakeholders to ensure accuracy and compliance, • Manage client relationships and provide high-quality client service for both external and internal stakeholders, • Participate in business development activities, including identifying add-on opportunities, contributing to go-to-market efforts, and supporting engagement quality, review, and exam readiness, • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Additional Responsibilities for Senior Manager: • Lead multiple complex engagements and client relationships; drive business development strategy and practice growth; serve as a technical resource within the firm and develop, mentor, and coach managers, senior associates, and associates Qualifications: • Minimum five years of recent experience in a public accounting firm, law firm, engineering firm, or other federal taxation experience; solid experience with renewable or energy-related tax credits required; preferred qualifications include federal tax planning with three years of relevant experience with IRA tax credits within a public accounting firm, law firm, engineering firm, or other federal tax function, • Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and working with complex datasets, • Strong knowledge of federal income tax credits and related regulations, including experience with energy tax credit analysis, documentation, and compliance requirements, • Experience managing engagements, reviewing technical work, and coordinating multi-disciplinary teams (for example, tax, engineering, finance), • Excellent written and verbal communication skills, with the ability to manage multiple engagements and interact effectively with clients and internal stakeholders Additional Qualifications for Senior Manager: • Minimum eight years of recent experience in a public accounting firm, law firm, engineering firm, or other federal taxation experience; experience with renewable or energy-related tax credits required; preferred qualifications include federal tax planning with three years of relevant experience with IRA tax credits within a public accounting firm, law firm, engineering firm, or other federal tax function KPMG LLP and its subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $105640 - $223100 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager or Senior Manager to join our Tax practice. Responsibilities:\n\n • Provide tax compliance and advisory services to corporations and operating partnerships for a variety of clients from Fortune 100 companies to emerging businesses\n, • Collaborate with accounting for income taxes (ASC 740) and tax provision calculations\n, • Work as part of a multi-disciplinary team, helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects\n, • Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships; advise clients and be responsible for delivering high quality tax service and advice\n, • Manage risk and financial performance of engagements including billing, collections, and project budgets\n, • Participate in and contribute to market and business activities external to the firm\n\n Additional Responsibilities for Senior Manager: \n\n • Manage risk and financial performance of engagements including billing, collections, and project budgets\n, • Collaborate with other professionals to identify new marketplace opportunities and grow the KPMG tax practice\nQualifications:\n\n, • Minimum five years of recent corporate tax experience in an accounting firm, corporation and/or law firm\n, • Bachelor's degree from an accredited college/university; licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list\n, • Experience with corporate taxation, consolidations, strong knowledge of ASC 740 and tax provisions or operating partnerships\n, • Prior experience managing multiple client engagements and client service teams\n, • Excellent verbal and written communications skills with the ability to articulate complex information\n\n Additional Qualifications Senior Manager: \n\n • Minimum eight years of recent corporate tax experience in an accounting firm, corporation and/or law firm; experience mentoring and counseling staff/senior level team members\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B326\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Location: Great Neck, NY Type: Full-Time | Onsite Compensation: $140,000–$165,000 Overview A growing, international organization in the manufacturing and supply chain space is seeking an experienced Assistant Controller to support consolidated financial reporting and oversee close and accounting operations across multiple entities. This role is ideal for a hands-on accounting leader with strong technical expertise, experience in complex environments, and the ability to partner closely with leadership in a collaborative, fast-paced setting. Key Responsibilities Prepare consolidated financial statements for internal and external stakeholders, including income statements, balance sheets, shareholder reports, tax returns, and regulatory filings Lead monthly, quarterly, and annual close processes, ensuring accuracy, efficiency, and timeliness Support internal management with reliable financial reporting and insights Oversee and mentor internal accounting staff and coordinate with auditors Manage accounting for international, multi-entity, and multi-currency operations Support transactional accounting activities and internal controls Assist with cash management, company borrowing needs, and investment funds Required Qualifications Bachelor’s or Master’s degree in Accounting, Finance, Commerce, Business Analytics, or related field CPA 7+ years of progressive accounting experience (5+ years with a Master’s degree) in manufacturing, wholesale, retail, or supply chain environments Experience with international, multi-entity, and multi-currency operations Strong background in transactional accounting and financial close Technical & Leadership Skills Advanced experience with ERP and data tools such as Oracle, SQL, Tableau, and Power BI Proven ability to analyze, present, and communicate financial insights to leadership Experience managing and mentoring accountants and working with auditors Comfortable working in small, collaborative, and accessible team environments Why This Role This is a strong opportunity to step into a senior accounting leadership role with broad exposure, complex operations, and meaningful impact within a growing organization. #LI-SM1

Salary: $110,000 – $125,000 • Partner directly with executive leadership and serve as a trusted financial advisor on key real estate initiatives. • Gain exposure to real estate development, acquisitions, refinancing, and portfolio optimization projects., • Lead financial oversight for a diverse portfolio of housing and real estate entities., • Play a key role in capital planning, long-term investment strategy, and asset management decisions., • Work closely with lenders, auditors, syndicators, government agencies, and property management partners., • Lead and develop finance staff while helping improve systems, reporting, and internal controls., • Collaborate across Finance, Facilities, Procurement, Development, and Operations for broad organizational impact., • Influence process improvements and financial transparency across both operating and capital expenditures., • Combine strategic financial planning with hands-on accounting leadership in a mission-driven environment., • Opportunity to leverage and expand expertise in affordable housing, nonprofit finance, and real estate accounting. • Lead accounting, financial reporting, consolidations, and compliance across housing and real estate entities., • Oversee audits, tax filings, lender reporting, and regulatory compliance requirements., • Support financial analysis and advisory activities related to development projects, acquisitions, and refinancing., • Manage budgeting, forecasting, reserve tracking, and portfolio performance reporting., • Serve as the primary financial liaison to third-party property management firms and external stakeholders., • Supervise finance staff and drive process improvements, reporting standardization, and internal control enhancements. • Bachelor’s degree in Accounting, Finance, or a related field., • Progressive accounting or finance experience with leadership responsibilities., • Strong experience with multi-entity financial reporting, audits, consolidations, and GAAP compliance., • Experience with affordable housing, LIHTC, LPs, LLCs, joint ventures, or nonprofit real estate structures is highly desirable. #LI-JT1 #INJUNE2026 #AccountingManagerHousingRealEstate #AccountingJobs #FinanceJobs #RealEstateFinanceJobs #AffordableHousingJobs

Asset Manager – Commercial Real Estate Location: New York, NY (In-Office, 5 Days/Week) Employment Type: Full-Time Reports To: Founder / CFO Company Overview We are a growth-oriented real estate investment firm overseeing a portfolio of industrial properties, including warehouse, distribution, and light manufacturing assets across multiple markets. We are seeking an experienced Asset Manager to join our team in New York and take ownership of portfolio performance, investor reporting, and strategic execution across our industrial holdings. Our platform runs on a lean, systems-driven back office — this role will own the tools and processes that keep it running, not just the numbers. Position Summary The Asset Manager will be responsible for the day-to-day financial, operational, and strategic oversight of a portfolio of industrial real estate assets, working closely with property management, an outsourced back-office/accounting team, leasing, legal, and capital markets partners to maximize asset value and investor returns. This role requires a highly analytical, detail-oriented professional with strong industrial real estate fundamentals, deal experience, and the ability to manage multiple workstreams, systems, and stakeholders simultaneously — including a comfort level running the CRM/workflow platform that coordinates the team, not just consuming reports out of it. This is an in-office position at our New York office. Key ResponsibilitiesPortfolio & Financial Management • Own the financial performance of an assigned portfolio of industrial properties (warehouse, distribution, light manufacturing, flex/R&D), including budgeting, forecasting, and variance analysis., • Develop and maintain detailed financial models (cash flow, IRR, equity multiple, sensitivity analysis) for hold/sell, refinance, and capital improvement decisions., • Review and approve annual operating budgets and capital expenditure plans in coordination with property management teams., • Monitor property-level KPIs specific to industrial assets (occupancy, NOI, clear height and loading utilization, rent roll trends, NNN expense reconciliations) and identify opportunities to enhance performance., • Review monthly, quarterly, and annual financial statements and reporting packages prepared by the accounting/back-office team for accuracy and alignment with underwriting assumptions before they’re finalized.Operations, Systems & Team Coordination, • Serve as the primary point of contact and quality-control checkpoint for an outsourced back-office/property-administration team, routing incoming requests, reviewing completed work, and resolving exceptions., • Own and maintain the firm’s CRM/task-management platform (e.g., Monday.com, Asana, Airtable, or similar), including building and refining boards, dashboards, and automations that keep reporting, lease administration, and vendor/tenant workflows on schedule., • Manage relationships with outside technical vendors/consultants engaged to build or extend platform functionality — translating business requirements into clear scope, testing and QA’ing deliverables before rollout, and directing prioritization of the build queue., • Maintain and improve internal process documentation and training materials (SOPs, onboarding guides, workflow playbooks) so procedures stay current as the portfolio and team evolve.Lease Administration & Leasing Strategy, • Review, negotiate, and abstract industrial lease agreements, amendments, and renewals in coordination with legal counsel and leasing brokers., • Develop leasing strategies for vacant space, including market positioning, tenant targeting, and rent structuring specific to distribution, warehouse, and light manufacturing users., • Evaluate tenant creditworthiness and lease economics (TI allowances, free rent, escalations, options, NNN reimbursements) for new and renewal deals., • Assess building specifications relevant to industrial tenants (clear height, column spacing, dock/trailer ratios, power capacity, truck court depth) as part of leasing and retenanting strategy., • Track lease expirations, renewal options, and critical dates across the portfolio.Investor & Stakeholder Relations, • Prepare and give final sign-off on investor reporting packages, including quarterly performance updates, distribution notices, and asset-level summaries, prior to distribution., • Draft and coordinate investor communications related to acquisitions, dispositions, refinancings, and capital events., • Serve as a primary point of contact for joint venture partners and institutional investors regarding asset performance and strategic decisions.Transactions & Legal Document Review, • Review LLC operating agreements, purchase and sale agreements, loan documents, and guaranty agreements, flagging key business terms for internal stakeholders., • Manage the disposition process for assets identified for sale, including marketing coordination.Capital Projects & Property Oversight, • Track capital improvement project budgets and costs, coordinating with our in-house construction team on scope and timeline; confirm any outside vendors carry appropriate insurance coverage before work begins., • Direct our in-house property management team to ensure operational efficiency, tenant satisfaction, and compliance with lease and regulatory requirements.Risk Management & Compliance, • Serve as a primary point of contact with lenders on loan covenant compliance, refinancing processes, and workout/restructuring conversations when a loan needs attention., • Monitor insurance coverage, property tax assessments, and compliance with loan covenants across the portfolio., • Identify and escalate risks related to tenant defaults, litigation, environmental issues, or regulatory changes., • Ensure timely and accurate compliance with lender and investor reporting requirements.QualificationsRequired, • Minimum 5 years of experience in real estate asset management, investment analysis, or a related role (private equity real estate, institutional ownership, or REIT experience preferred)., • Bachelor’s degree in Real Estate, Finance, Business, Economics, or a related field., • Strong proficiency in financial modeling and Excel., • Demonstrated experience reviewing and interpreting commercial lease agreements and legal documents (operating agreements, PSAs, loan documents)., • Strong background/experience in core accounting functions., • Hands-on experience administering a CRM, project-management, or workflow-automation platform (e.g., Monday.com, Asana, Salesforce, Airtable, or similar) — building views, automations, and dashboards yourself, and/or directing outside developers or consultants who build them, not just using the end product., • Experience coordinating with and quality-checking the output of an outsourced or offshore accounting/back-office service provider., • Excellent written and verbal communication skills, with experience drafting investor-facing materials., • Ability to manage multiple projects, systems, deadlines, and stakeholders in a fast-paced environment., • Working knowledge of a property management software platform (e.g., AppFolio, Yardi, MRI, or Argus Enterprise)., • Must be able to work in-office five (5) days per week in New York, NY.Preferred, • Direct experience managing warehouse, distribution, or light manufacturing assets., • Familiarity with joint venture and private equity real estate fund structures., • Experience working directly with institutional investors or capital partners., • Experience building or maintaining SOP/process documentation for a lean or scaling operating platform., • MBA, CFA, or CCIM designation a plus.Work Schedule This role requires in-office presence in New York, NY five (5) days per week. This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, or responsibilities associated with the role.

Job Description Investment Performance Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Performance Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investment performance, portfolio analytics, and fund reporting. Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, fixed income, real estate, alternatives), and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Investment Performance Specialists support investment and portfolio teams by analyzing, monitoring, and reporting on the performance of funds and portfolios. The role combines quantitative analysis, data management, and performance reporting to provide actionable insights that inform investment decisions and optimize portfolio outcomes. These roles often involve close collaboration with portfolio managers, risk teams, operations, and finance to ensure accurate performance tracking, attribution, and reporting to internal and external stakeholders. Key Responsibilities Monitor fund and portfolio performance across multiple asset classes and strategies Conduct quantitative analysis of returns, performance attribution, and risk metrics Prepare performance dashboards, reports, and presentations for portfolio managers, investment committees, and investors Validate portfolio and fund data, ensuring accuracy and integrity of performance reporting Assist with P&L tracking, benchmark comparisons, and risk exposure reporting Identify trends, anomalies, and opportunities to enhance investment performance or reporting processes Collaborate with operations and technology teams to improve data flows and analytics systems Support ad-hoc analysis and requests for senior management or investors Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong understanding of investment performance metrics, portfolio analytics, and fund reporting Experience or coursework in investment analysis, portfolio management, or performance attribution (preferred but not required) Advanced analytical skills and proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in fast-paced, detail-oriented environments Clear written and verbal communication skills for internal and external reporting Strong interest in investment performance, portfolio analytics, and data-driven decision support About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment, portfolio, and fund teams Interview preparation for investment performance, portfolio analytics, and quantitative assessments To learn more or express interest in investment performance roles, visit: https://www.careerlaunch.ai/

Job Description Portfolio Insights Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Insights Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio analytics, investment performance, and reporting. Actual openings may vary based on employer needs, portfolio focus (e.g., equities, fixed income, private markets, or alternatives), and reporting requirements. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Portfolio Insights Specialists support investment and portfolio management teams by providing actionable insights, analyzing portfolio-level metrics, and generating reports to guide strategic decisions. The role combines quantitative analysis, data visualization, and performance monitoring to help teams optimize portfolio outcomes and communicate results effectively to stakeholders. This position involves close collaboration with portfolio managers, finance teams, risk management, and investor relations to ensure accurate, timely, and meaningful insights. Key Responsibilities Analyze portfolio performance across multiple asset classes and strategies, including risk-adjusted returns, attribution, and trend analysis Build, maintain, and enhance dashboards, reports, and analytical tools for portfolio insights Track and monitor key performance metrics, exposures, and capital allocations Reconcile and validate portfolio data from multiple internal and external sources Prepare daily, weekly, monthly, and ad-hoc portfolio reports for management, investors, and other stakeholders Support scenario analysis, stress testing, and forecasting to assess portfolio performance under varying conditions Identify patterns, anomalies, and opportunities in portfolio performance to inform decision-making Collaborate with cross-functional teams to streamline portfolio reporting and analytics processes Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field Strong understanding of portfolio management, investment performance metrics, and financial reporting Experience or coursework in portfolio analytics, investment accounting, or performance attribution (preferred but not required) Advanced analytical skills with strong attention to detail Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work in fast-paced, detail-oriented environments Clear written and verbal communication skills Strong interest in investment performance, portfolio insights, and data-driven decision-making About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment and portfolio teams Interview preparation for portfolio analytics, investment performance, and quantitative assessments To learn more or express interest in portfolio analytics and investment insights roles, visit: https://www.careerlaunch.ai/

Job Description Portfolio Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Valuation Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio valuation, fund accounting, and investment reporting. Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, real estate, fixed income), and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Portfolio Valuation Specialists support investment, operations, and finance teams by calculating and verifying the value of portfolios, ensuring accurate Net Asset Value (NAV) reporting, and maintaining compliance with accounting and regulatory standards. The role blends quantitative analysis, portfolio monitoring, and financial reporting to provide timely and accurate portfolio valuations. These roles often involve collaboration with portfolio managers, fund accountants, risk teams, and operations to ensure data integrity, support investment decisions, and provide transparent reporting to investors and stakeholders. Key Responsibilities Calculate and verify portfolio valuations and Net Asset Values (NAVs) across multiple asset classes Analyze portfolio holdings, reconciliations, and market data to ensure accurate valuations Prepare daily, weekly, and monthly portfolio reports and dashboards for internal teams and investors Validate portfolio and fund data, identifying and resolving discrepancies Support P&L tracking, performance attribution, and risk exposure reporting as related to portfolio valuations Maintain documentation of valuation methodologies and assumptions in line with regulatory and internal standards Collaborate with operations, accounting, and technology teams to improve valuation processes and data integrity Assist in ad-hoc analysis and requests from senior management or investors Preferred Qualifications Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field Strong understanding of portfolio valuation methods, fund structures, and investment accounting Experience or coursework in fund accounting, NAV calculation, or portfolio analytics (preferred but not required) Advanced analytical skills and proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in a fast-paced, detail-oriented environment Clear written and verbal communication skills for reporting and stakeholder collaboration Strong interest in portfolio valuation, investment reporting, and fund operations About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to portfolio, fund, and operations teams Interview preparation for portfolio valuation, fund accounting, and quantitative assessments To learn more or express interest in portfolio valuation roles, visit: https://www.careerlaunch.ai/

Job DescriptionCompany Description Who We Are We’re purpose-driven. With every ride, we aim to redefine health and happiness. It’s all about being more than a workout: SoulCycle is a mind-body-soul experience, built on community, love, respect, acceptance, and a lot of fun. It comes to life through the ride, the relationships, and the unparalleled hospitality. And all of that comes from our people. Join us—we’d love to have you Our Mission To foster an open, diverse, & inclusive community—while embracing each unique individual exactly as they are. We empower each other by listening with an open mind, finding ways to learn and grow together, and always nurturing a sanctuary of trust. To make a real, lasting impact, we’ll work nonstop to embrace and create change. Because nobody is equal until everyone is equal. Job Description As part of the Finance Team, you will be a strategic, financial and operational thought partner to the executive team and business owners throughout the organization. This role is based out of our Headquarters in NYC and will report directly to the VP of Finance. ROLES AND RESPONSIBILITIES: Financial Planning & Analysis Own the monthly financial reporting process, including variance analysis, executive summaries, and insights for senior leadership Lead quarterly forecasting cycles and contribute to annual budget development across revenue and expense categories Build and maintain financial models for scenario planning, sensitivity analysis, and long-term strategic planning Review studio-level P&L performance and proactively identify trends, risks, and opportunities Develop KPI tracking frameworks and dashboards to support business decision-making across functions Strategic Business Partnership Lead ad hoc strategic projects and business case analyses to evaluate new opportunities and investments Partner with Analytics, Accounting, Marketing, Operations, and Executive teams to drive cross-functional alignment Prepare quarterly Board Meeting presentations in partnership with the VP of Finance, synthesizing financial performance, key insights, and strategic recommendations for Board members Translate complex financial data into clear, actionable insights and recommendations for non-finance stakeholders Qualifications • 3-5 years of investment banking, private equity, corporate finance, consulting or FP&A experience required Undergraduate degree in accounting, finance, or economics preferred Exhibit deep intellectual curiosity and offer opinions about business initiatives, strategy, and financial performance Ability to work well in a dynamic environment and exhibit flexibility Extraordinary Excel and financial modeling skills Advanced Powerpoint skills and experience with Executive level presentations Working knowledge of enterprise-level financial planning & accounting systems (Hyperion, OneStream, JDE, D365) a plus Fitness, hospitality or retail experience a plus Pay Transparency: Min $120k - Max $130k Additional Information For additional Information visit our Career Site: https://www.soul-cycle.com/careers/ All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

Job DescriptionWe are seeking diligent, coachable, and determined financial services professionals with 3–4 years of experience at major investment banks, accounting firms, or ESOP consultancies. This is a leadership role for rising professionals. Associates supervise analysts and work directly with managing directors on 25–30 ESOP investment banking engagements per year. Deal teams perform extensive financial analysis and modeling to develop projections, structure transactions, and assess credit capacity. CSG offers a clear career path in ESOP investment banking, direct client involvement, and a competitive compensation package. Responsibilities: • Manage ESOP transaction and financing processes., • Participate actively in deal structuring and valuation analysis., • Lead transaction-related due diligence and manage document flow., • Oversee client presentations and transaction memorandum drafting., • Support senior bankers across all aspects of transactions., • Attend client meetings and presentations., • Mentor and coach analysts. Qualifications: • 3–4 years of investment banking, accounting, or related experience., • 1–2 years of direct ESOP experience., • Degree in finance, accounting, economics, or a related field., • Familiarity with M&A, LBOs, and advanced finance/accounting concepts., • Strong financial modeling and writing skills., • Exceptional attention to detail., • Ability to work independently., • Immediate availability. CSG is an equal opportunity employer.

Job Description About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology. What you will do: • Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads, • Gather and document pertinent data obtained through client interaction, • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations, • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models, • Assist in preparing formal client reports What you will need: • 0 to 2 years’ of constructing and reviewing valuation models and other financial models, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • Progress towards CFA designation is a plus, • Working/Advanced knowledge of Excel and Word, • Strong oral and written communication skills, • Superior analytical capabilities, • Self-starter temperament with the ability to master new tasks quickly, • Experience working with diverse teams, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements, • Strong work ethic and ability to work flexible hours around critical due dates, • Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Growth- VRC is growing, and so can your career, • Reimbursement for admission fees and study material for professional designations, • For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email careers@valuationresearch.com. $63k-80k.The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details

Job DescriptionInvestment Banking Analyst Location: Las Vegas, NV (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) https://www.careerlaunch.ai/ About This Opportunity Career Launch AI is featuring an exclusive Investment Banking Analyst role on our private job board — available only to members of the Career Launch AI platform. This is an example of the high-quality finance, consulting, and technology roles our members access before they hit public job boards. If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. About the Role A leading middle-market investment bank is seeking a highly motivated Investment Banking Analyst to join its growing team. The analyst will play a critical role across live transactions, M&A advisory, financial modeling, due diligence, and client presentations. This position is ideal for candidates who thrive in fast-paced, high-growth environments and want hands-on exposure to deal execution and strategic financial advisory. Key Responsibilities Build and maintain detailed financial models (3-statement, DCF, LBO, accretion/dilution) Conduct industry research, competitor benchmarking, and valuation analyses Support live M&A, capital raising, and restructuring engagements Prepare investment memoranda, pitch books, and client-facing presentations Assist in due diligence, data room management, and deal execution Work with senior bankers to support client strategy and transaction workflows What We’re Looking For Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field Strong financial modeling & valuation skills Excellent analytical, quantitative, and communication skills Ability to manage multiple workstreams in a fast-paced environment Highly detail-oriented, structured, and self-motivated Prior internship or full-time experience in finance (banking, PE, consulting, audit, FP&A) is a plus Proficiency in Excel, PowerPoint, and financial databases Why This Posting Matters This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI Hidden opportunities not available on public job sites Warm introductions to hiring managers and recruiters AI-powered job search automation that applies on your behalf Done-for-you networking outreach to decision-makers Personalized interview coaching until you’re hired Members get access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Tech (FAANG-level & startups) Product Management Data, Operations, and more How Career Launch AI Helps You Get Hired Faster Career Launch AI is not a recruiting firm. It’s a career acceleration platform that helps job seekers land competitive roles 80% faster through a combination of: AI-powered automated job applications Direct recruiter outreach on your behalf Personalized interview prep Warm introductions and human-led execution Support until you land your next role This role is representative of the types of positions we help candidates secure through our platform. Ready to Land Roles Like This? To access this opportunity — and hundreds of similar roles — join the Career Launch AI platform today. Apply for Career Launch AI https://www.careerlaunch.ai/ Once you enroll, you’ll receive: ✔ Access to the exclusive job board ✔ Personalized recruiter outreach ✔ AI job application automation ✔ Coaching & interview prep ✔ Support until you’re hired Career Launch AI — Powered by Initio Capital Democratizing access to elite careers in finance, consulting, and technology.

Job Description Fund Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Valuation Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund valuation, net asset value (NAV) calculation, and investment reporting. Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, real estate, fixed income), and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Fund Valuation Specialists support investment and operations teams by calculating and verifying the value of investment funds, ensuring accurate reporting of NAV, and maintaining compliance with accounting and regulatory standards. The role blends quantitative analysis, portfolio monitoring, and financial reporting to provide accurate and timely valuations. These roles often involve collaboration with portfolio managers, operations, accounting, and risk teams to ensure the integrity of fund valuations and investor reporting. Key Responsibilities Calculate and verify Net Asset Value (NAV) for investment funds across multiple asset classes Analyze portfolio holdings, reconciliations, and market data to ensure accurate valuations Prepare daily, weekly, and monthly valuation reports for internal teams and investors Collaborate with operations and accounting teams to resolve discrepancies and ensure data integrity Support performance attribution, P&L tracking, and risk reporting as related to fund valuations Maintain documentation of valuation methodologies and assumptions in line with regulatory standards Identify anomalies, errors, and opportunities to improve valuation processes and reporting accuracy Assist in the implementation and maintenance of fund valuation systems and tools Preferred Qualifications Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field Strong understanding of investment fund structures, portfolio holdings, and valuation methods Experience or coursework in fund accounting, portfolio valuation, or investment operations (preferred but not required) Advanced analytical skills and proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in a fast-paced, detail-oriented environment Clear written and verbal communication skills for reporting and stakeholder collaboration Strong interest in fund operations, NAV calculation, and investment reporting About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to fund operations and portfolio teams Interview preparation for fund valuation, accounting, and quantitative assessments To learn more or express interest in fund valuation roles, visit: https://www.careerlaunch.ai/

Job Description Analyst – Capital Advisory Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting reflects the type of Capital Advisory Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career capital advisory role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank or advisory firm may seek a Capital Advisory Analyst to support clients on capital structure optimization, debt and equity financing, and M&A advisory engagements. These roles are ideal for candidates seeking rigorous analytical work, exposure to strategic capital decisions, and structured professional development in corporate finance. Key Responsibilities Assist in capital raising and advisory transactions, including debt, equity, and hybrid instruments Build and maintain financial models, including 3-statement projections, DCF, leveraged buyouts (LBOs), and accretion/dilution analyses Conduct industry and company research, benchmarking, and valuation analyses to support client recommendations Prepare pitch books, investor presentations, and capital structure analyses for client engagements Support due diligence, data room organization, and execution of financing and M&A transactions Collaborate closely with senior bankers and cross-functional teams to develop strategic solutions for clients’ financing and restructuring needs Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field Strong skills in financial modeling and valuation techniques Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced, deadline-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, private equity, consulting, audit, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools Why This Posting Matters This Capital Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & Capital Advisory Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionCapital Raising Analyst – Investment Banking Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Capital Raising Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on raising capital for clients, supporting equity and debt transactions, and assisting in investor engagement and deal execution. More information is available at careerlaunch.ai. Representative Role Overview A leading investment bank may seek a Capital Raising Analyst to support capital raising initiatives, including private placements, public offerings, and structured financing solutions. This role is ideal for candidates seeking hands-on exposure to investor engagement, transaction execution, and financial structuring within a high-intensity banking environment. Key Responsibilities Support capital raising transactions, including equity, debt, and hybrid financings Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to evaluate financing structures Conduct market research, benchmarking, and valuation analyses for potential investors and capital markets Prepare pitch books, investor presentations, and investment memoranda Assist with due diligence, data room management, and deal execution workflows Collaborate with senior bankers and client teams on capital strategy, investor targeting, and transaction documentation Monitor investor interest, track deal progress, and support communications with potential and existing investors Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong skills in financial modeling, valuation, and transaction analysis Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced, client-facing environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, capital markets, private equity, or corporate finance is advantageous Proficiency in Excel, PowerPoint, and common financial research and CRM tools Why This Posting Matters This Capital Raising Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to investment banking and capital markets teams AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance & Capital Advisory Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter and decision-maker outreach Warm introductions to hiring managers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionEarly Career Investment Banking Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of early-career Investment Banking Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career IB analyst role, ideal for candidates starting their professional journey. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or boutique investment bank may seek an Early Career Investment Banking Analyst to support transaction execution, financial modeling, and client deliverables. These roles provide structured professional development, hands-on deal experience, and exposure to multiple sectors for candidates new to investment banking. Key Responsibilities Build and maintain financial models, including 3-statement projections, DCF, LBO, and accretion/dilution analyses Conduct industry, company, and market research to support valuation and strategic recommendations Support live M&A, capital markets, and restructuring engagements Prepare pitch books, investment memoranda, and client presentations Assist with due diligence, data room management, and deal execution tasks Collaborate with senior bankers across client strategy and transaction workflows Contribute to post-transaction analyses and reporting Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Foundational skills in financial modeling and valuation techniques Strong analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced, deal-driven environment High attention to detail and excellent organizational skills Prior internship or early-career experience in investment banking, consulting, private equity, audit, or corporate finance is beneficial Proficiency in Excel, PowerPoint, and financial research tools Why This Posting Matters This Early Career Investment Banking Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help early-career professionals secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Resume and profile optimization tailored to early-career IB roles Interview preparation and ongoing support This posting is an example of the Early Career Investment Banking Analyst positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Associate Track Investment Banking Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career (Associate Track) Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Associate Track Investment Banking Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role designed for analysts on a fast-track progression toward associate-level responsibilities. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek an Associate Track Analyst to support deal execution, financial modeling, research, and client deliverables, while developing the skills and experience necessary for early promotion to an associate role. These positions are ideal for candidates seeking rigorous analytical work, exposure to transactions, and structured professional development with a clear path for advancement. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to support transactions and strategic recommendations Conduct industry research, benchmarking, and valuation analyses to inform client decisions Support live M&A, capital markets, and restructuring engagements Prepare pitch books, investment memoranda, and client presentations with increasing independence Assist with due diligence, data room management, and transaction execution Collaborate with senior bankers and associates on client strategy, workflow coordination, and deal execution Take on responsibilities aligned with the associate track, including mentoring junior analysts and managing workstream deliverables under supervision Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong financial modeling and valuation skills Excellent analytical, quantitative, and communication abilities Ability to manage multiple tasks in a fast-paced, high-pressure environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, private equity, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools (e.g., Bloomberg, Capital IQ, FactSet) Why This Posting Matters This Associate Track Investment Banking Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Corporate Finance & Deals Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Finance & Deals Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on corporate finance strategy, capital raising, and transaction advisory. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek a Corporate Finance & Deals Analyst to support clients in strategic financial planning, deal execution, and corporate transactions. This role combines rigorous financial modeling, market research, and corporate advisory responsibilities, giving candidates exposure to high-impact decisions across M&A, capital structure, and growth initiatives. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to evaluate transactions and corporate strategies Conduct corporate finance analysis, including capital structure optimization, funding strategies, and strategic planning Support live M&A, capital markets, and restructuring engagements Prepare pitch books, investment memoranda, and client presentations for strategic advisory and transaction support Assist with due diligence, data room organization, and transaction execution Conduct industry research, benchmarking, and valuation analyses to inform corporate decisions Collaborate with senior bankers and deal teams to integrate financial insights with client strategy Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong financial modeling and valuation skills, with the ability to analyze corporate finance transactions Excellent analytical, quantitative, and communication abilities Ability to handle multiple workstreams in a fast-paced, client-focused environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, private equity, or FP&A is beneficial Proficiency in Excel, PowerPoint, and financial research tools (e.g., Bloomberg, Capital IQ, FactSet) Why This Posting Matters This Corporate Finance & Deals Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionPortfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Portfolio Insights Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, portfolio analytics, and strategy-oriented roles that may not appear on public job boards. This description reflects a typical early-career portfolio analysis and insights role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading investment bank, asset manager, private equity firm, or institutional investment platform may seek a Portfolio Insights Analyst to support data-driven analysis of portfolio performance, trends, and risk exposures. These roles are well-suited for candidates who enjoy translating complex financial data into actionable insights for investment and strategy teams. Key Responsibilities Analyze portfolio-level and investment-level data to identify performance trends and key drivers Develop and maintain portfolio dashboards and analytical models Conduct scenario, sensitivity, and attribution analyses across asset classes and strategies Support ongoing portfolio monitoring, reporting, and review processes Generate insights related to allocation decisions, sector exposure, and risk-return tradeoffs Assist with valuation updates and performance forecasting for active investments Prepare clear, concise reports and presentations for senior investment professionals and clients Collaborate with investment, risk, and research teams to ensure data accuracy and consistency Support ad hoc analytical requests related to portfolio construction and optimization Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline Strong analytical and quantitative problem-solving skills Familiarity with portfolio analysis, performance metrics, and financial modeling Ability to synthesize large datasets into clear, actionable insights Excellent written and verbal communication skills Strong attention to detail and organizational discipline Ability to manage multiple priorities in a fast-paced environment Prior internship or experience in investment banking, asset management, private equity, portfolio analytics, consulting, or FP&A is beneficial Proficiency in Excel, PowerPoint, and financial data tools Why This Posting Matters This Portfolio Insights Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Asset Management & Hedge Funds Private Equity & Venture Capital Portfolio Analytics & Strategy Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Leveraged Finance Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Leveraged Finance Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career leveraged finance role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or bulge-bracket investment bank may seek a Leveraged Finance Analyst to support leveraged loan and high-yield bond transactions, credit analysis, and client deliverables. These roles are ideal for candidates seeking rigorous financial and credit analysis experience, exposure to corporate financing transactions, and structured professional development. Key Responsibilities Build and maintain leveraged finance models, including LBOs, covenant analysis, credit metrics, and debt schedules Conduct credit analysis, industry research, and benchmarking for leveraged transactions Support live leveraged buyouts, recapitalizations, refinancings, and acquisition financings Prepare pitch books, credit memos, and client presentations Assist with due diligence, covenant review, and transaction execution Collaborate with senior bankers across deal structuring, client strategy, and financing workflows Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related discipline Strong skills in financial modeling, credit analysis, and valuation techniques Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, leveraged finance, corporate banking, credit analysis, private equity, or audit is beneficial Proficiency in Excel, PowerPoint, and financial research tools Why This Posting Matters This Leveraged Finance Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & Leveraged Finance Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Analyst – Financial Advisory Services Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting reflects the type of Financial Advisory Services Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career financial advisory role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting. These roles are ideal for candidates seeking rigorous analytical work, exposure to client engagements, and structured professional development in corporate finance and advisory services. Key Responsibilities Assist in financial advisory engagements, including M&A, restructuring, and corporate strategy Build and maintain financial models, including 3-statement projections, discounted cash flow (DCF), LBO, and accretion/dilution analyses Conduct industry research, company analysis, and valuation benchmarking to support client recommendations Prepare pitch books, client presentations, and investment memoranda for advisory engagements Support due diligence, data room management, and execution of transactions Collaborate with senior advisors and cross-functional teams to deliver strategic solutions to clients’ financial and operational challenges Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong skills in financial modeling, valuations, and data analysis Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced, deadline-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, private equity, audit, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools Why This Posting Matters This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & Financial Advisory Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Debt Capital Markets (DCM) Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting reflects the type of Debt Capital Markets (DCM) Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career role focused on supporting debt issuance, structured finance, and capital markets execution for corporate and institutional clients. More information is available at careerlaunch.ai. Representative Role Overview A leading investment bank may seek a DCM Analyst to support debt offerings, bond issuance, syndicated loans, and other fixed-income capital markets transactions. These roles are ideal for candidates seeking exposure to public and private debt markets, credit analysis, and structured financial solutions, while developing a strong understanding of debt market mechanics. Key Responsibilities Build and maintain financial and credit models to analyze debt structures, interest coverage, and capital requirements Conduct industry research, credit benchmarking, and market analysis for corporate and institutional issuers Support live DCM transactions, including bond offerings, syndicated loans, and liability management exercises Prepare pitch books, investor presentations, and offering memoranda for debt and structured finance deals Assist with due diligence, regulatory filings, and documentation required for debt issuance Collaborate with DCM bankers, syndicate desks, and internal stakeholders on transaction execution Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related discipline Strong skills in financial modeling, credit analysis, and debt valuation Excellent analytical, quantitative, and communication abilities Ability to manage multiple live debt transactions in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, credit, or debt capital markets is beneficial Proficiency in Excel, PowerPoint, and financial research platforms Understanding of bond markets, syndicated loans, and debt issuance processes is a plus Why This Posting Matters This DCM Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & Capital Markets Debt & Equity Syndicate Roles Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Investment Banking Analyst (New Grad) Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / New Graduate Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Investment Banking Analyst (New Grad) roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role accessible to recent graduates. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or bulge-bracket investment bank may seek a New Graduate Investment Banking Analyst to support financial modeling, transaction execution, and client deliverables. These positions are designed for candidates entering the workforce from undergraduate or master’s programs, providing structured training, mentorship, and exposure to live deals. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) under senior guidance Conduct industry research, benchmarking, and valuation analyses Support live M&A, capital markets, and restructuring transactions Prepare pitch books, investment memoranda, and client presentations Assist with due diligence, data room organization, and transaction execution Collaborate with senior bankers across client strategy and deal workflows Participate in formal training and professional development programs for new hires Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related discipline Strong foundational skills in financial modeling and valuation techniques Excellent analytical, quantitative, and communication abilities Ability to manage multiple tasks and workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship experience in investment banking, consulting, private equity, or corporate finance is a plus Proficiency in Excel, PowerPoint, and common financial research tools Motivation to learn and grow within a structured training environment Why This Posting Matters This New Graduate Investment Banking Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionCorporate Finance Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Finance Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive opportunities across corporate finance, FP&A, internal M&A, capital planning, and strategic finance that may not appear on public job boards. This description reflects a typical early-career corporate finance role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A large corporation, high-growth company, or portfolio-backed business may seek a Corporate Finance Analyst to support financial planning, performance analysis, strategic initiatives, and capital decision-making. These roles are well-suited for candidates seeking hands-on exposure to internal financial strategy, business unit support, and executive-level decision processes. Analysts gain insight into how companies allocate capital, evaluate investments, manage budgets, and drive long-term value creation. Key Responsibilities Support financial planning, budgeting, and forecasting processes across business units Build and maintain financial models to analyze profitability, cash flow, and return on investment Conduct variance analysis and track performance versus budget and strategic targets Assist with capital allocation analysis, including internal investments and growth initiatives Support internal M&A, divestiture, or strategic partnership evaluations Prepare management reports, dashboards, and presentations for senior leadership Analyze business cases, pricing strategies, and operational efficiencies Collaborate with accounting, FP&A, strategy, and operations teams to support decision-making Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, or a related discipline Strong analytical and financial modeling skills Understanding of financial statements, budgeting, and forecasting concepts Excellent quantitative, organizational, and communication abilities Ability to manage multiple priorities in a dynamic corporate environment High attention to detail with a problem-solving mindset Prior internship or experience in corporate finance, FP&A, investment banking, consulting, or audit is a plus Proficiency in Excel, PowerPoint, and financial analysis tools; familiarity with ERP systems is beneficial Why This Posting Matters This Corporate Finance Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to finance leaders and hiring managers AI-supported job targeting and application optimization Interview coaching focused on corporate finance and business acumen Career Launch AI members gain access to 1,000+ curated roles across: Corporate Finance & FP&A Investment Banking & Capital Markets Private Equity & Venture Capital Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive finance and strategy roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing career support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description The Arbitrage Rebate Analyst will work as part of the Financial Analysis & Services group (“FAS”), a team of non-attorney professionals operating under the firm’s tax department. The analyst will support and perform a wide range of financial analyses and calculations related to tax-exempt bond financings to ensure compliance with applicable federal tax laws and regulations. Key responsibilities include conducting detailed “arbitrage” analyses, which involve gathering and evaluating historical investment data, applying complex spreadsheet models, and determining investment returns and federal tax compliance. The analyst will prepare arbitrage reports summarizing all relevant assumptions, methodologies, and calculations for governmental clients. Additional responsibilities may include: • Developing and enhancing financial models, • Preparing yield calculations and loan amortization schedules, • Performing complex allocation analyses, • Conducting swap/hedge analyses, • Assisting with presentations, marketing materials, and technical research Qualifications: • Bachelor’s degree required; advanced degree preferred, ideally in finance, economics, mathematics, statistics, or a related technical field, • Strong understanding of fixed-income securities and general market principles, • Proficiency with spreadsheet and database applications, • Knowledge of accounting principles, • Excellent analytical, quantitative, and problem-solving skills, • Strong written and verbal communication abilities This is a hybrid role with 2-3 days a week in-person office attendance required. If you want more from your practice and are looking for a unique opportunity to build a career in public finance, we want to hear from you. The approximate salary range is $58,000-$60,000. Hawkins is an equal opportunity employer, committed to a work environment in which all individuals are treated with respect and dignity. We believe that diversity is vital to the firm’s ability to provide our clients with the highest level of service. The firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, actual or perceived gender and gender identity, veteran's status or any other legally protected status. This policy pertains to every aspect of an individual's relationship with the firm, including recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.

Job Description Lead Analyst – Investment Banking Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Lead Analyst / Mid-Level Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Lead Analyst – Investment Banking roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical mid-level investment banking role focused on advanced deal execution, team leadership, and client advisory. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek a Lead Analyst to oversee deal execution, manage financial modeling and due diligence, and coordinate workflow across analysts and associates. These roles are ideal for candidates with prior transaction experience who are ready to take on leadership responsibilities within deals and client engagements. Key Responsibilities Lead the preparation and maintenance of advanced financial models (3-statement, DCF, LBO, accretion/dilution) to support deal structuring and valuation Conduct in-depth industry research, benchmarking, and strategic analyses Manage live M&A, capital markets, and restructuring engagements, coordinating tasks across analysts and associates Prepare high-quality pitch books, investment memoranda, and client presentations Oversee due diligence processes, data room management, and transaction execution Mentor and provide guidance to junior analysts on modeling, research, and deliverable preparation Collaborate directly with senior bankers on client strategy, deal structuring, and execution planning Identify and escalate key risks or opportunities within transactions Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline; MBA or advanced coursework is a plus Strong expertise in financial modeling, valuation, and transaction analysis Demonstrated ability to lead workstreams and coordinate junior team members Excellent analytical, quantitative, and communication abilities Ability to handle multiple complex transactions in a fast-paced environment High attention to detail and organizational skills Prior experience in investment banking, private equity, corporate finance, or transaction advisory strongly preferred Proficiency in Excel, PowerPoint, and financial research platforms (e.g., Bloomberg, Capital IQ, FactSet) Why This Posting Matters This Lead Analyst – Investment Banking description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description The intern will work with the Financial Analysts within the firm's Financial Analysis & Services group ("FAS"). FAS consists of non-attorney professionals working under the purview of the firm's tax department. The primary role of the intern is to assist the analysts to prepare various financial analyses and calculations relating to tax-exempt bond financings to ensure compliance with certain federal tax laws and regulations. Certain projects relating to "arbitrage" entail gathering historical investment information and analyzing such information using various spreadsheet models to determine investment returns and federal tax compliance. The intern will assist the analysts to prepare arbitrage reports which includes a summary of all assumptions and methodologies and the calculations for governmental clients. Other projects may include assisting the development of financial models, preparing yield calculations, loan amortization schedules, complex allocation analyses, swap/hedge analysis, presentations, marketing materials, and research. The internship requires a student to be enrolled in an undergraduate/graduate degree, preferably in finance, economics, mathematics, statistics or other technical field and knowledge of fixed income securities, general market principals, spreadsheet and database applications, and accounting principles. We are looking for someone to work 20 hours per week starting ASAP. Compensation is $25.00 per hour. Hawkins is an equal opportunity employer, committed to a work environment in which all individuals are treated with respect and dignity. We believe that diversity is vital to the firm’s ability to provide our clients with the highest level of service. The firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, actual or perceived gender and gender identity, veteran's status or any other legally protected status. This policy pertains to every aspect of an individual's relationship with the firm, including recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.

Job Description Be Part Of A High-Performing Team Join the securitized products division of a leading global financial institution with a strong presence in corporate, investment, and structured finance. This team supports sophisticated asset-backed securities portfolios through disciplined credit risk management, portfolio analytics, and transaction oversight. The environment is analytical, collaborative, and fast-paced, with regular exposure to senior stakeholders and complex structured credit products across multiple ABS sectors, including digital infrastructure. What’s In Store For You • Engagement: W2 only; no C2C or 1099 arrangements., • Long-term, 12-month consulting engagement., • Onsite opportunity in New York City., • Exposure to a diverse portfolio of asset-backed securities and structured finance transactions., • Opportunity to strengthen portfolio-level risk management, stress-testing, and monitoring capabilities., • Collaboration with experienced professionals across securitized products, credit, risk, analytics, and operations. How You Will Make An Impact • Oversee credit and portfolio risk coverage across multiple asset-backed securities sectors., • Evaluate portfolio exposures, concentrations, emerging risks, and credit performance trends., • Develop and deliver portfolio-level analytics, financial models, scenario analyses, and stress-testing frameworks., • Assess structured finance transactions, counterparties, collateral performance, and underlying credit risks., • Strengthen ongoing risk monitoring, reporting, and escalation processes., • Enhance counterparty and operational-risk oversight across the portfolio., • Analyze digital infrastructure and other specialized ABS sectors., • Prepare clear risk assessments and portfolio insights for senior management and key stakeholders., • Partner with front-office, risk, finance, operations, and other control functions to support sound credit decisions., • Identify opportunities to improve analytical tools, risk controls, and portfolio surveillance practices. Do You Bring Proven Success in ABS Credit Risk and Portfolio Analytics? • Five to seven or more years of relevant experience in structured finance, asset-backed securities, credit risk, portfolio risk, or securitized products., • Strong understanding of ABS structures, collateral performance, cash-flow mechanics, credit enhancement, and transaction risks., • Experience analyzing multiple ABS sectors; exposure to digital infrastructure financing is highly desirable., • Demonstrated experience performing portfolio analytics, financial modeling, scenario analysis, and stress testing., • Ability to evaluate counterparty, operational, concentration, and emerging portfolio risks., • Strong proficiency with Excel and financial modeling tools., • Experience preparing risk reports, portfolio reviews, or senior-management presentations., • Ability to interpret complex financial and performance data and convert findings into actionable risk insights., • Strong written and verbal communication skills., • Sound judgment, attention to detail, and the ability to work independently in a high-accountability environment., • Bachelor’s degree in finance, accounting, economics, mathematics, business, or a related discipline., • CFA, FRM, or other relevant professional credential is preferred but not required.

Job Description Job Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:Financial modeling and analysis across a wide range of industriesDrafting descriptive memoranda for sale and financing assignmentsCreating materials for advisory assignments, including fairness and valuation opinion presentationsIdentifying, evaluating and contacting potential targets or acquirersOrganizing and coordinating due diligence sessions with transaction counterpartiesPreparing presentations and pitch material for the solicitation of new businessWriting research reports on select industries and sectorsCultureUnique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.QualificationsThe ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.About TM Capital:TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.TM Capital is an Equal Opportunity Employer.

Job Description Job Summary Investment Banking Associate Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Investment Banking Associate – Initio Capital Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Associate (Post-Analyst / Early to Mid-Career) Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Banking Associate position commonly found through the Career Launch AI Talent Network, powered by Initio Capital. It is provided to help job seekers understand the responsibilities and qualifications typically associated with associate-level investment banking roles. This posting is not tied to a specific employer, and actual openings vary depending on hiring needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview Investment Banking Associates play a central role in transaction execution and deal management across mergers and acquisitions (M&A), equity and debt capital markets, restructurings, and strategic advisory engagements. Associates are responsible for overseeing analysts, refining financial analysis, managing workstreams, and partnering closely with Vice Presidents and senior bankers to deliver high-quality client outcomes. These roles are well-suited for candidates seeking: Increased ownership of live transactions Leadership responsibility within deal teams Continued progression toward Vice President-level roles Key Responsibilities Lead and review complex financial models, including 3-statement models, DCFs, LBOs, and accretion/dilution analyses Manage analyst work across modeling, valuation, research, and presentation materials Support live M&A, equity and debt financings, and restructuring transactions Prepare and refine pitch books, investment memoranda, management presentations, and internal deal materials Coordinate financial and commercial due diligence, including data room oversight and third-party advisors Partner with Vice Presidents and Managing Directors on deal structuring, client communication, and execution strategy Ensure accuracy, quality control, and timely delivery across all transaction workstreams Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, Engineering, or a related discipline Prior experience as an Investment Banking Analyst or equivalent transaction-focused role Strong command of financial modeling, valuation, and corporate finance concepts Ability to manage multiple deal priorities in a fast-paced environment High attention to detail and strong organizational skills Clear written and verbal communication abilities Advanced proficiency in Excel and PowerPoint; experience with financial research tools is expected About the Career Launch AI Talent Network The Career Launch AI Talent Network, backed by Initio Capital, provides candidates with tools and support to pursue competitive roles in: Investment Banking Private Equity & Private Capital Corporate Finance & Corporate Development Strategy & Management Consulting Technology and high-growth companies Support available through the platform may include: Skills-based role matching Resume and deal-experience optimization Guidance on outreach to banks and hiring teams Interview preparation for technical, modeling, and transaction-based assessments This posting is an illustrative example of the types of Investment Banking Associate roles accessible through the platform. How to Learn More or Express Interest To explore opportunities similar to this role, visit: https://initiocapital.com/assessment

Job DescriptionJunior Investment Operations Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Junior Investment Operations Analyst description represents the type of early-career investment operations and investment support roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to investment roles that support deal teams, portfolio monitoring, and fund operations—positions that are often critical to investment organizations but not always publicly posted. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Firms within the Career Launch AI network—including private equity, growth equity, venture capital, and alternative investment managers—may seek a detail-oriented Junior Investment Operations Analyst to support the operational backbone of the investment function. Individuals in roles like this work closely with investment professionals to ensure data accuracy, process discipline, and smooth execution across the investment lifecycle, including deal tracking, portfolio reporting, and investment committee workflows. The environment is typically fast-paced and collaborative, offering broad exposure to how investment firms operate behind the scenes. Day-to-Day ResponsibilitiesInvestment Operations & Process Support Support day-to-day investment operations across sourcing, diligence, execution, and portfolio monitoring Maintain accurate deal and portfolio records within internal systems and databases Assist in tracking investment milestones, approvals, and documentation Reporting & Data Management Support recurring portfolio, performance, and investment activity reporting Assist with data reconciliation between investment, finance, and external reporting sources Help maintain KPI dashboards and standardized reporting templates Investment Committee & Documentation Support Coordinate materials and data for investment committee meetings Assist with preparation and quality control of investment memos and summaries Ensure proper documentation and version control across investment materials Portfolio & Fund Support Support portfolio company data collection and monitoring Assist with analysis related to capital calls, distributions, follow-on investments, and exits Coordinate with fund operations, finance, and third-party service providers as needed Cross-Functional Collaboration Work closely with investment teams, finance, compliance, and external administrators Support improvements to investment workflows, systems, and operational processes Assist with implementation or enhancement of investment tools and reporting infrastructure What Makes This Work Engaging Exposure to the full investment lifecycle without being solely deal-focused Hands-on experience supporting both investment professionals and fund operations Insight into how investment decisions are operationalized and reported Strong foundation for careers in investing, fund operations, or investment analytics Ideal Candidate Profile This profile reflects competencies commonly sought for junior investment operations roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Business, Engineering, or related field Strong Excel skills and comfort working with structured financial data Basic understanding of investment concepts, fund structures, and financial reporting Interest in investment operations, workflows, and process management Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, asset management, fund administration, or consulting is beneficial Exposure to reporting, operations, or investment support functions is a plus Soft Skills & Mindset Highly organized with strong attention to detail Process-oriented with the ability to manage multiple workstreams Clear written and verbal communication skills Comfortable working in fast-paced, deadline-driven environments Coachable, dependable, and eager to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and investment operations roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, venture capital, asset management, and investment operations Recruiter & Hiring Manager Outreach Human-led outreach to relevant recruiters and hiring managers Support initiating conversations beyond traditional job boards Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Role Preparation Assistance with investment operations interviews and technical reviews Support with behavioral and workflow-focused interview preparation Continued Support Ongoing guidance throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description Job Summary Investment Banking Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Investment Banking Analyst – Initio Capital Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Estimated Compensation: $145,000 – $185,000 total annual compensation (base + bonus; varies by employer) About This Posting This job description represents a sample Investment Banking Analyst position commonly found through the Career Launch AI Talent Network, powered by Initio Capital. It is provided to help job seekers understand the responsibilities, qualifications, and expectations typically associated with early-career investment banking roles. This posting is not tied to a specific employer, and actual openings vary depending on hiring needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment Position Overview Investment Banking Analysts support transaction execution and client advisory work across mergers and acquisitions (M&A), capital raises, restructurings, and strategic advisory engagements. These roles offer intensive analytical training, exposure to live transactions, and close collaboration with senior bankers. Analysts typically work with Associates, Vice Presidents, and Managing Directors to deliver high-quality financial analysis and client materials. Key Responsibilities Build and maintain financial models, including 3-statement models, DCFs, LBOs, and accretion/dilution analyses Support M&A, equity and debt capital markets, and restructuring transactions Conduct company, industry, and market research, including comparable company and precedent transaction analysis Assist with financial and commercial due diligence, data room management, and transaction execution Prepare pitch books, investment memoranda, management presentations, and internal materials Analyze financial statements and evaluate strategic alternatives for clients Collaborate with senior bankers on deal execution, valuation work, and client strategy Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Engineering, or a related discipline Strong understanding of financial modeling, valuation, and corporate finance principles Excellent analytical, quantitative, and problem-solving skills High attention to detail and ability to perform under tight deadlines Clear written and verbal communication abilities Prior experience in investment banking, consulting, transaction advisory, private equity, audit, or FP&A is preferred but not required Proficiency in Excel and PowerPoint; familiarity with financial research platforms is a plus About the Career Launch AI Talent Network The Career Launch AI Talent Network, backed by Initio Capital, helps candidates pursue competitive roles in investment banking, private capital, consulting, and technology. Support may include: Skills-based role matching Resume optimization for finance recruiting Guidance on outreach to banks and hiring teams Interview preparation for modeling, valuation, and technical assessments Ongoing career support throughout the recruiting process This posting is an illustrative example of the types of Investment Banking Analyst roles accessible through the platform. How to Learn More or Get Started To explore opportunities similar to this role, visit: https://initiocapital.com/assessment

Job Description Analyst – Investment Banking Strategy Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Analyst – Investment Banking Strategy roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on strategic analysis, transaction support, and client advisory. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek an Investment Banking Strategy Analyst to support deal strategy, financial modeling, market research, and client presentations. These roles are ideal for candidates who want exposure to both transaction execution and strategic advisory, gaining insight into how deals fit within broader corporate objectives. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to support transaction and strategic analysis Conduct industry research, market benchmarking, and valuation analyses to inform strategic recommendations Support live M&A, capital markets, and restructuring engagements from a strategic perspective Prepare pitch books, investment memoranda, and presentations highlighting strategic insights for clients Assist with due diligence, data room organization, and transaction execution while assessing strategic implications Collaborate with senior bankers to evaluate client business strategies, market positioning, and deal rationale Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business Strategy, or a related discipline Strong analytical, quantitative, and strategic thinking abilities Proficiency in financial modeling and valuation techniques Excellent written and verbal communication skills for client-facing deliverables Ability to manage multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools (e.g., Bloomberg, Capital IQ, FactSet) Why This Posting Matters This Analyst – Investment Banking Strategy description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionAnalyst – Corporate Finance Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Finance Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career corporate finance role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market or boutique firm may seek an Analyst – Corporate Finance to support financial planning, corporate transactions, and strategic advisory. These roles are designed for early-career professionals who want hands-on exposure to financial analysis, deal execution, and corporate decision-making. Key Responsibilities Build and maintain financial models including 3-statement projections, DCF, LBO, and scenario analyses Conduct industry, market, and company research to support strategic recommendations Support M&A, capital raising, and restructuring transactions from analysis through execution Prepare pitch books, investment memoranda, and management presentations Assist with due diligence, data room management, and reporting Collaborate with senior team members on client engagements and internal financial projects Contribute to corporate finance advisory, budgeting, and forecasting initiatives Desired Qualifications Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field Strong foundational skills in financial modeling, valuation, and analysis Excellent analytical, quantitative, and communication skills Ability to manage multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or early-career experience in banking, consulting, private equity, audit, or FP&A is advantageous Proficiency in Excel and PowerPoint; familiarity with financial research platforms is a plus Why This Posting Matters This Corporate Finance Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application optimization Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform that helps early-career professionals secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Resume and profile optimization tailored to corporate finance roles Interview preparation and ongoing support This posting is an example of the Analyst – Corporate Finance positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionInvestment Banking & Asset Management Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Investment Banking & Asset Management Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role combining investment banking transaction exposure with asset management analytics and portfolio support. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank or multi-strategy financial firm may seek an Investment Banking & Asset Management Analyst to assist in deal execution, portfolio analysis, and investment research. Candidates in this role gain exposure to M&A advisory, capital markets, and asset management strategies, making it ideal for individuals pursuing careers that span investment banking, private equity, or asset management. Key Responsibilities Support senior bankers and portfolio managers in evaluating investment opportunities across public and private markets Build and maintain financial models, including 3-statement, DCF, LBO, and portfolio performance analysis Conduct industry research, benchmarking, and valuation studies to support both transaction and asset management decisions Assist in the preparation of pitch books, investment memoranda, and client or investor presentations Support live M&A, capital raising, and restructuring engagements, as well as asset allocation and portfolio reporting Collaborate with deal teams and portfolio managers to provide analytics and insights on investment performance Maintain deal flow tracking, portfolio dashboards, and data room organization for transaction and asset management reporting Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong skills in financial modeling, valuation techniques, and investment analysis Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, asset management, private equity, consulting, or corporate finance is beneficial Proficiency in Excel, PowerPoint, portfolio analytics software, and financial research tools Why This Posting Matters This Investment Banking & Asset Management Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to deal teams, portfolio managers, and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Asset Management & Hedge Funds Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter and decision-maker outreach Warm introductions to hiring managers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionM&A Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of M&A Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive opportunities across investment banking, corporate development, and strategic finance that may not appear on public job boards. This description reflects a typical early-career M&A analyst role accessible through our talent network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank, boutique advisory firm, or corporate development team may seek an M&A Analyst to support end-to-end merger and acquisition transactions. These roles are ideal for candidates seeking hands-on deal experience, advanced financial modeling exposure, and direct involvement in transaction execution. Key Responsibilities Build and maintain transaction-focused financial models, including DCF, merger, accretion/dilution, and LBO analyses Conduct company, industry, and market research to support M&A transactions Prepare valuation analyses and transaction materials for buy-side and sell-side engagements Support live M&A deal execution, including coordination of due diligence processes Assist with data room management, buyer outreach, and transaction documentation Prepare pitch books, investment memoranda, and client presentations Collaborate with senior bankers, corporate development leaders, and external advisors throughout the deal lifecycle Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong proficiency in financial modeling and valuation methodologies Solid understanding of M&A transaction processes and financial statements Excellent analytical, quantitative, and communication skills Ability to manage multiple deal workstreams in a fast-paced, deadline-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, M&A advisory, private equity, corporate development, or consulting is a plus Proficiency in Excel, PowerPoint, and financial research platforms Why This Posting Matters This M&A Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application optimization Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & M&A Private Equity & Venture Capital Corporate Finance & Corporate Development Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the M&A Analyst positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement