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Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 4 main product areas: Project Finance, Trade and Commodities, Aviation, and Real Estate. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 2+ years of relevant experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transaction., • Basic knowledge of loan markets., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)and some modeling capabilities., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionAbout Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity Gridline is seeking a VP, Fund Controlling to serve as the departmental head and strategic architect of our fund administration. Reporting directly to the Chief Operating Officer, you will be the ultimate authority on the financial integrity, compliance, and operational scale of our entire investment vehicle suite. This is a leadership mandate designed for a seasoned expert who can balance high-level strategic planning with the technical rigor required to oversee complex private market structures. In this role, you will not only manage the day-to-day fund lifecycle - including complex subsequent closes and multi-jurisdictional reporting - but you will also be responsible for building the team and infrastructure that powers our growth. You will lead internal associates and external service providers, driving a tech-first mentality to automate and institutionalize our fund accounting functions. This is an amazing opportunity to join Gridline at this inflection point and put your stamp on something that is revolutionizing the alts space. In this role you will... • Lead Fund Finance Strategy: Own the end-to-end financial oversight for all Gridline products, ensuring institutional-grade accuracy across NAV production, tax, and audit work-streams., • Master Complex Fund Mechanics: Act as the final sign-off for complex capital lifecycle events, including management fee structures, waterfall distributions, and sophisticated subsequent close interest equalizations., • Direct Audit & Tax Strategy: Drive the annual audit and tax cycles, managing high-level relationships with external partners to ensure seamless delivery of K-1s and audited financial statements across all vehicles., • Build & Manage Teams: Oversee and mentor the Fund Controlling team to ensure 24/7 operational coverage and efficiency., • Drive Operational Alpha: Partner with Product and Engineering to design and implement proprietary tools that automate fund administration, reducing manual touchpoints and mitigating operational risk., • LPA & Compliance Oversight: Ensure all fund activities strictly adhere to Limited Partnership Agreements (LPAs) and regulatory requirements, acting as the primary liaison for legal and compliance matters.You have..., • Experience: 10 - 15 years of deep experience in fund administration/accounting within the alternative investments and/or private markets space (private equity expertise is specifically required)., • Technical Mastery: An expert-level and proven track record of managing the entire fund accounting lifecycle across NAV, audit, and tax., • Leadership: Significant experience managing professional staff, including preference for candidates who have managed offshore teams or global service providers., • Education: A CPA and ideally a master's degree in a related field., • Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote)., • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training., • This salary range is one component of our total rewards package.We offer..., • Impact: The opportunity to join a Series A fintech at an high-growth inflection point., • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer., • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups., • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems., • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage. Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description The Academy of Rome is seeking a COO to join their team. This new hire serves as the principal executive responsible for day-to-day financial management and operations of the institution, ensuring efficient, compliant, and mission-aligned execution of all support functions. The COO is a trusted strategic leader reporting directly to the President & CEO and partners with the Executive Leadership Team. The COO manages strategic execution across financial, operational, and administrative domains and oversees eight direct reports spanning seven departments. This position requires bilingual and cross-cultural fluency, exceptional management skills, and expertise in financial operations and administration. Our client is a residential institute for advanced work in the arts and humanities. Beyond its core academic mission, the Academy also operates as a hotel accommodating approximately 100 people each night, a restaurant serving about 80 people twice daily during the week, a historic property on 11 acres subject to oversight by two landmarks commissions, and one of Rome’s premier venues for events and rentals. The COO will ensure that this multifaceted institution functions as an efficient and strategically managed organization. Success in the role will be defined by improved organizational performance, operational strength and effectiveness, and effective strategic execution. The COO will oversee the daily operations of the Academy, lead and implement institutional change, bring deep business and financial expertise to the senior management team, and serve as both a complement to the President and CEO and a close partner in advancing the Academy’s mission and long-term sustainability. The COO is responsible for the operational and financial management of the Academy, not its intellectual or academic direction. That responsibility remains with the Rome Director. By placing operations in the COO’s portfolio, the Academy frees the Director to focus more fully on shaping the intellectual life of the institution. Key Responsibilities 1. Executive and Organizational Leadership Serve as a key member of the Executive Leadership Team (ELT), which meets regularly to align on strategy, advise the President and CEO, coordinate cross-departmental priorities, and strengthen the Academy’s overall effectiveness. Manage alignment and execution of AAR’s operational systems with its mission, programs, and long-term strategic goals. Lead and establish policy and protocols for high-quality and efficient operations within a culture of collaboration, accountability, and continuous improvement across the organization. Represent the Academy internally at Board meetings, meals with Fellows and visitors, and externally with stakeholders, partners, and counterparts in both Italy and the U.S. 2. Financial Management Serve as the chief financial steward of the Academy, acting as a strategic partner to the President and ELT to ensure the Academy’s short- and long-term financial health, sustainability, and capacity for strategic growth. Manage the Finance function, overseeing budgeting, forecasting, multi-year financial planning, reporting, cash flow management, and audit processes. Oversee the endowment through regular communication with the institution’s outside investment advisors. Ensure compliance with all applicable U.S. and Italian laws and regulations, including maintenance of tax-exempt status in both countries. Bring international experience with U.S. GAAP and other accounting standards, ensuring compliant, transparent financial management across currencies, transactions, and jurisdictions. Advise and liaise with key Board committees—Audit, Compensation, Executive, Finance, Investment, and Plant, Planning & Preservation—providing clear, timely financial analysis, risk assessments, and strategic recommendations. Manage relationships with external auditors, investment advisors, and other financial partners to safeguard assets and optimize returns in line with mission and risk tolerance. 3. General Operations & Compliance Manage daily operations and strategy of Finance, Facilities, Residential Life, Sustainable Food Program, HR, and IT. Ensure compliance with Italian and U.S. laws and regulations governing non-profit organizations. Maintain and update institutional policies, including risk management, insurance, contracting, and legal compliance across both countries. Oversee the Academy’s contractual relationship with Janus S.r.l., the entity leasing Villa Aurelia, to ensure well-managed operations and fiscal accountability. Partner in guiding and executing on institutional planning, including strategic planning, KPIs, and performance tracking. Develop and maintain internal controls to safeguard assets and institutional integrity. 4. Facilities, Residential Life & Campus Management Oversee the high-quality operation and preservation of AAR’s historic campus, including residential facilities, gardens, kitchen/dining services, and common areas. Lead the Residential Life team to ensure the highest standards in housing, dining, and hospitality for Fellows, Residents, Visiting Artists/Scholars, Trustees, and Guests. This includes managing room quality and upkeep, occupancy logistics, dining services, and the operational details that underpin a seamless residential experience, distinct from the programmatic and intellectual dimensions led by the Programs team. Ensure security, health, and safety protocols are observed across campus. Supervise capital improvements, renovations, and routine maintenance within the priorities of strategic planning. In collaboration with the Director, oversee the Sustainable Food Program. Where the Director has primary responsibility for the intersection of food and programming, the COO has primary responsibility for staffing, costs, and materials. 5. Human Resources & Staff Development Lead strategic workforce planning, employee relations, performance management, and staff development across departments. Recruit, develop, and retain high-performing staff across operational and administrative functions; exercise authority in hiring and separation decisions in alignment with institutional policies and culture. Ensure equitable and transparent HR policies, compliant with U.S. and Italian labor law and relevant international best practices. Cultivate an organizational culture that reflects AAR’s values of intellectual courage, excellence without elitism, civic responsibility, Roman roots, collaboration and exchange, and stewardship of the future. Manage payroll, contracts, benefits administration, and legal compliance in collaboration with external service providers. 6. Technology & Systems Manage strategic development of IT infrastructure, including systems support for administration, programs, risk management, and communications. Ensure data security and continuity of operations across platforms (finance, HR, digital archives, library systems). Align digital tools with staff and fellow/resident needs; support innovation in remote and hybrid program delivery. 7. External Engagement & Institutional Stewardship Act as liaison with legal counsel, government offices in both the U.S. and Italy, vendors, and other institutions as needed. Represent AAR’s interests in operational matters with authorities, contractors, and external stakeholders in both geographies. Support special projects and strategic initiatives as delegated by the President. Preferred Qualifications 10+ years of senior operational and finance leadership experience in nonprofit and/or for-profit organizations, ideally with cross-border responsibilities. Strong background in financial management, strategic planning, compliance, and risk management in a multinational context. Fluency in English required; proficiency in Italian strongly preferred. Experience leading and managing cross-functional teams and working across cultures. Demonstrated ability to manage complex budgets, capital projects, and internal systems. Excellent communication and interpersonal skills; tactful, discerning, strategic, consensus-builder, and collaborative.

Job DescriptionAbout PayJoy PayJoy, a Public Benefit Corporation, is a mission-first credit provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success. Our patented technology for secured credit provides an on-ramp for new customers to enter the credit system. Through PayJoy’s point-of-sale financing and card offerings, customers gain access to a modern quality of life. PayJoy’s credit also allows our customers to seize opportunities as micro-entrepreneurs, and acts as insurance for tough times. Through our cutting-edge machine learning, data science, and anti-fraud AI, we have served over 18 million customers as of 2025 while achieving solid profitability for sustainable growth. This role PayJoy is seeking a motivated Capital Markets Manager to join our Capital Markets team. The Capital Markets Manager will assist with equity and debt raises, developing banking and debt investor relationships, building and maintaining financial models and developing strategic analysis, preparing marketing materials, managing rating agency and investor due diligence, as well as contributing to high-impact strategic projects. The ideal candidate must have strong financial analysis experience, be highly motivated, comfortable with ambiguity, capable of taking initiative, and driving results while effectively partnering with various stakeholders across the organization. Experience with consumer finance, structured, and capital markets is strongly preferred. Role will be located in New York, and in office at least 3 days a week. Responsibilities * Build analytical models to evaluate product, country and capital structure decisions including cost of capital, advance rates and liquidity planning for review with senior leadership. * Coordinate with FP&A teams and build and update the company forecast model for investors, gain a deep understanding of the key drivers and conduct analysis as needed * Support and contribute to PayJoy’s funding strategy of the existing loan book in LatAm and expansion into new markets in Africa and Asia. * Assist with preparedness for new funding sources - including corporate debt, securitizations, forward flow arrangements, local country financing structures. Support structuring workstreams and coordinate with rating agencies, trustees, legal counsel, and other external deal parties as needed. * Monitor and manage performance of existing credit facilities, including covenant compliance, borrowing base reporting, and lender communications. * Assist in acquiring new funding partners, transaction execution, and relationship management * Conduct ongoing market research and competitive analysis on funding trends, spreads, and market conditions relevant to PayJoy's financing strategy. * Prepare marketing materials and other presentations and reports as required to run the business, including for equity and debt raises. Support investor relations - investor engagement, manage data rooms and periodic updates with risk teams. * Contribute on projects such as M&A, country expansion planning, new product launches, capital raises, and similar. * Simplify and improve processes, drive standardization and automation, and build scalable solutions to facilitate PayJoy’s future growth * Synthesize and distill key financial and business insights to senior stakeholders and leadership - identify key financial metrics, analyze results, assess risk and communicate risks & opportunities Requirements * Bachelor’s degree in Finance, Accounting, Economics, or related field. * Strong knowledge of accounting principles, capital markets, and financial planning * 3-5 years experience in capital markets, investment banking, consulting, corporate finance, FP&A or related fields. * Strong financial modeling; ability to build and maintain complex, dynamic models independently, including investor models, cash flow waterfalls, and scenario/sensitivity analyses. * Experience with structured finance products (ABS, whole loan sales, forward flow, warehouse facilities, HY bonds) is a plus. * Exposure to rating agency processes and credit structuring is a plus. * Experience in fintech, banking, or regulated industries is a plus * Knowledge of consumer lending products and fintech landscape is a plus * Team player who is able to collaborate across multiple groups internally, work on a variety of projects simultaneously and across multiple geographies. * Strong analytical aptitude and keen attention to detail * Excellent written and verbal communication skills in English, with the ability to communicate complex concepts effectively. * Creative, passionate about problem solving and solution orientation. * Fluent in Microsoft Office, SQL skills a plus. Python or other scripting/automation experience is a plus. * Spanish is a plus Benefits • 100% Company-funded health insurance for employee and immediate family, • Company-funded employee life and disability insurance, • $2,000 annual Co-working Travel perk, • $2,000 annual Professional Development perk, • $340 Monthly Commuter benefit, • 401k contribution of 3% of salary (up to IRS limits), • Headphone benefit, home office equipment allowance and wellness perks, • Catered lunches

Job Description Investment Banking Analyst – Healthcare M&A Location: New York, NY (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking team advises physician groups, healthcare providers, and healthcare services companies on mergers, acquisitions, and capital formation strategies. The Physician Advisory team is a specialized group of approximately 10 bankers dedicated to advising physician practices and healthcare services organizations. Over the past 15 years, the team has completed more than $6 billion in M&A transactions, making Ziegler one of the most active advisors in the physician services sector. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking highly motivated Investment Banking Analysts to join its Physician Advisory M&A team in New York. Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the New York area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memoranda (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • At least 1 year of experience in investment banking, ideally with M&A transaction exposure, • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job Description Are you passionate about turning ideas into reality, embracing ownership, and working at the forefront of connectivity? Join viaPhoton and be part of a culture that thrives on fearless innovation, teamwork, and continuous growth, where learning, unlearning, and relearning are part of the journey. This dynamic role offers significant ownership and responsibility. We’re looking for individuals who excel in environments where their contributions make an impact, are hungry to learn, and are energized by meaningful work that drives company growth while accelerating their career. If this sounds like you, we’d love to hear from you! Who We Are We are changing the norm by being customer focused, technology led. viaPhoton is on an ambitious mission to revolutionize how critical digital infrastructure is manufactured and deployed. Best-in-class data centers and telecom providers need fiber optic solutions delivered in weeks, not months—whether that’s for AI infrastructure, 5G networks, or next-generation broadband. We’re reimagining fiber optic manufacturing for the AI era. Manufacturing is no longer just an operations challenge, but an automation and speed-to-market problem that customers urgently need solved. In less than 5 years, we’ve grown to a team of over 150, and have added top cloud service providers to our growing customer base. We have only just gotten started -- our ambition is to become the market leader of the $40+ BN connectivity industry. We seek candidates who will be culture contributors and who align with our core values: • Fearless Innovation we are pioneers unafraid to change the norm in relentless pursuit of better, • Forward Together we believe that when we work together toward a collective goal, we all succeed, • Integrity Over Everything we believe in long term relationships and doing what is right, always, • Nimble, Always we are solutions obsessed, move fast, and stay nimble, • Be the Bar we set our own standard of excellence and hold ourselves to it Essential Purpose Responsible for driving viaPhoton’s strategic and M&A initiatives, including target evaluation, financial modeling, transaction execution, and support for long-term corporate finance and capital allocation decisions. What You Will Do * Lead financial analysis and support end-to-end execution of M&A transactions, including target identification, valuation, due diligence, and deal structuring. * Build and maintain detailed financial models, including DCF, merger models, LBO frameworks, and return analyses to support investment decisions. * Evaluate strategic initiatives, growth opportunities, and potential investments in alignment with viaPhoton’s long-term corporate strategy. * Prepare high-quality investment committee materials, board presentations, and executive briefings for senior leadership. * Work closely with internal leadership and external advisors (legal, banking, accounting) throughout transaction processes. * Assist with negotiation preparation and support post-acquisition integration planning and performance tracking. * Analyze business performance and support long-term financial planning and capital allocation decisions. * Leverage AI-enabled tools and best-in-class analytical practices to enhance research, financial analysis, and workflow efficiency. * Identify and develop process improvements in financial modeling, reporting, and data-driven decision-making. * Perform additional duties as required. What You Will Bring * 3+ years of experience in Investment Banking (Associate level preferred), Big 4 Deals/Transaction Advisory, Private Equity, or Corporate Development. * Strong M&A execution experience with demonstrated financial modeling skills (DCF, merger models, LBO). * Advanced proficiency in Microsoft Excel and PowerPoint; experience building board-level and executive presentations. * Experience leveraging AI tools to improve research, analysis, or productivity workflows. * Strong written and verbal communication skills with the ability to interface effectively with senior stakeholders. * High attention to detail, ability to manage multiple workstreams simultaneously, and comfort working in a fast-paced environment. * Bachelor’s degree required; MBA or CFA designation is a plus. * Genuine interest in technology-driven businesses, fiber optics, and high-growth industries. What We Offer ???? Cutting-Edge Technology – Opportunities to work on the forefront of fiber optic technology. ???? Professional Development – We’re committed to your growth, offering resources, career development, and a culture where your voice is heard. ???? Fun Team Environment – Monthly team bonding events, free lunches, and activities to keep us connected. ????️ Flexible Paid Time Off – Take time when you need it, with PTO that grows over time plus 10 paid holidays, including two floating holidays to use at your discretion ???? 401(k) Match – We offer company match to help you plan for your future. ???? Benefits Overview-- To view our comprehensive benefits package CLICK HERE

Job Description ABOUT THE ROLE Our firm has a proven track record of success through all market cycles and across multiple asset types. We are seeking a Senior Accountant who will be responsible for property-level accounting and financial analysis for a diverse portfolio that includes residential, commercial, self-storage, and industrial assets primarily located in the region. This individual will play a key role in supporting our real estate investment, development, and property management operations. RESPONSIBILITIES • Prepare and review month-end workpapers and perform detailed general ledger analysis, including fixed and intangible asset depreciation/amortization, loan activity, property taxes, insurance, reserves, and equity roll-forwards., • Review financial statements prepared by third-party property managers and provide supplemental accounting support and analysis as needed., • Prepare and coordinate all lender and investor reporting requirements, including monthly, quarterly, and annual compliance packages., • Develop, prepare, and oversee annual operating budgets for all managed properties., • Monitor, track, and process Real Estate Property Tax payments., • Assist with audit and tax engagement planning and prepare year-end workpapers., • Manage the audit process with external CPA firms and review tax returns and K-1s., • Handle PTET filings, RPIE submissions, and tax certiorari-related filings., • Reconcile development project requisitions and collaborate closely with asset management and development teams., • Prepare ad-hoc financial reports, analyses, and schedules as required. Salary: $90,000 - $130,000

Job DescriptionJob Title: Credit Analyst Location: New York City, NY (In-Office) Salary Range: $60,000 – $80,000, plus commission About LoanBud LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit. Position Overview We’re hiring a Credit Analyst to evaluate and prequalify SBA 7(a) transactions, compile complete lender-ready packages, and submit files for underwriting. You will analyze cash flow, build DSCR calculations, collect and track documents, and collaborate with buyers, sellers, brokers, and lenders to move deals efficiently from inquiry to approval. Prior M&A or business-brokerage experience is a plus. Key Responsibilities • Deal Screening and Prequalification: Review listings and buyer scenarios for SBA 7(a) eligibility; assess structure, DSCR, working capital, and debt capacity; flag issues and propose mitigants., • Credit Analysis: Build pro forma P&Ls, cash-flow statements, debt schedules, and sensitivity cases; evaluate add-backs, owner compensation, and collateral; summarize strengths, risks, and conditions., • Packaging and Submission: Assemble complete loan packages and lender forms; draft concise credit write-ups; submit to lenders and manage follow-ups through screening and underwriting., • Document Collection: Own checklists and timelines for financials, tax returns, bank statements, personal financial statements, purchase agreements, and related materials; drive stakeholder responses., • Stakeholder Coordination: Communicate with internal teams, buyers, sellers, and brokers; schedule calls; track milestones; keep CRM/LOS records current and accurate., • Process Improvement: Standardize templates and Excel tools; suggest automation to speed analysis and packaging.Requirements, • Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)., • 1–3+ years in credit analysis, underwriting support, corporate finance, investment banking, or business brokerage; SBA 7(a) exposure preferred., • Strong cash-flow analysis skills with command of DSCR and debt-capacity concepts., • High proficiency in Excel (financial modeling, pivot tables, lookups) and comfort working with PDFs and statements., • Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven., • Nice to have: prior M&A or quality-of-earnings experience; familiarity with tax returns and common add-backs.Location The position is office-based in New York City, supporting our collaborative and interactive company culture. Compensation & Benefits • Compensation: Base salary $60k – $80k plus commission., • Comprehensive health, dental, and vision insurance., • Generous paid time off to support work‑life balance., • Competitive 401(k) plan with substantial company matching. Application Process Interested candidates are invited to submit a detailed résumé and a compelling cover letter that explains their suitability for the role and their motivation to join LoanBud. LoanBud is dedicated to creating a diverse and inclusive work environment. We are an equal‑opportunity employer and welcome applications from all qualified candidates. Be Part of Our Growth Story Join LoanBud and help more entrepreneurs close on great businesses. Your analysis will directly accelerate approvals and unlock capital for small-business owners nationwide—apply today and help shape the future of how small businesses access SBA financing.

Job Description Company Overview: At Essen Health Care, we care for that! As the largest privately held multispecialty medical group in the Bronx, we provide high-quality, compassionate, and accessible medical care to some of the most vulnerable and under-served residents of New York State. Guided by a Population Health model of care, Essen has five integrated clinical divisions offering urgent care, primary care, and specialty services, as well as nursing home staffing and care management. Founded in 1999, our over 20-year commitment has fueled an unwavering dedication toward innovating a better healthcare delivery system. Essen has expanded from a single primary care office to an umbrella organization offering specialties from women’s health to endocrinology, from psychiatry to a vast array of other specialties. All clinical services are offered via telehealth or in-person at over 35 medical offices and at home through the Essen House Calls program. Essen House Calls provides in-home primary and specialty care in the New York Metro area. We are looking for the most talented and effective individuals to join our rapidly growing company. From medical providers to administration & operational staff, there is a career here for you. Join our team today! Job Summary The Vice President of Finance will be a key member of the executive leadership team, responsible for overseeing all financial operations of our Health Care Services business. This individual will provide strategic financial leadership, drive financial planning, and support growth initiatives, including mergers and acquisitions. The ideal candidate will bring deep financial acumen, strong leadership skills, and significant experience in both health care services and investment banking. Responsibilities: · Lead and manage all aspects of financial planning, budgeting, forecasting, and analysis for the health care services division. · Partner with the executive team to develop and execute the company’s financial strategy, supporting both organic and inorganic growth. · Oversee financial reporting, investor relations ensuring accuracy, and timely delivery to stakeholders. · Evaluate and execute M&A opportunities, including target identification, due diligence, valuation, deal structuring, and integration. · Provide financial modeling and analysis to support business development, capital investments, and strategic initiatives. · Manage relationships with banks, investors, auditors, and other external partners. · Oversee treasury, cash flow management, and capital allocation. · Build, mentor, and lead a high-performing finance team. · Present financial results and strategic recommendations to the executive leadership. Qualifications: · Bachelor's degree in finance, Accounting, Business Administration, or related field; MBA or CPA preferred. · 10+ years of progressive financial leadership experience, with at least 3 years in a senior finance role within health care services · Prior experience in investment banking, preferably with exposure to health care transactions (M&A, capital raising, etc.) · Strong knowledge of health care industry regulations, reimbursement models, and operational metrics and ACO Reach programs · Demonstrated success leading M&A transactions from inception to integration · Exceptional analytical, strategic thinking, and communication skills · Proven ability to lead and develop high-performing teams · Advanced proficiency in financial modeling and analysis Preferred Skills: · Experience working in a private equity-backed or publicly traded health care organization. · Familiarity with health care technology and data analytics. · Strong negotiation and relationship management skills. Location: Required to be in Bronx-based office location 5 days a week Equal Opportunity Employer Essen Health Care is proud to be an equal opportunity employer, and we seek candidates who desire to work in and serve an ethnically diverse population.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support our Food, Grocery, and Consumer Products team. The position is located in New York City. The team currently covers a diverse group of companies including Costco, Target, Walmart, Dollar General, Ulta Beauty, Estee Lauder, ELF Beauty, SharkNinja, Chewy, Freshpet, Kroger, and many others. The research associate will work in conjunction with and support the lead analyst and another research associate on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, ability to multi-task and excellent communication skills are critical. Our ideal candidate is a recent graduate with a strong background in finance or accounting, a keen desire to uncover details to aid in the creation of research, and an interest in consumer and beauty. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • It is highly advantageous to have a passion for and exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • Interest in the Beauty sector with knowledge of key brands, trends, and developments on the social media front;, • Fast, accurate typing skills and meticulous note-taking ability; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

Job DescriptionAbout UsNourish is on a mission to improve people's health by making it easy to eat well. Nutrition-related chronic disease is the largest and most overlooked crisis in the world. Food can be medicine: working with a Registered Dietitian is one of the most effective interventions available, but <1% of eligible Americans use their covered benefits.Nourish is building an AI-native, patient-friendly healthcare system centered on nutrition that improves outcomes, lowers costs, and helps people live healthier, longer lives. We launched three years ago, are live in all 50 states, and already have thousands of dietitians and hundreds of thousands of patients on the platform.We are growing quickly, have partnered with national health insurance companies and provider groups, and have raised $115M from top-tier VCs including JP Morgan Growth Equity, Thrive Capital, Index Ventures, Y Combinator, Maverick Ventures, Box Group, Atomico, G Squared, and Pinegrove Venture Partners. Our angel investors include world-class healthcare founders from Oscar, Rightway Health, Headway, Spring Health, and Alto Pharmacy, as well as soccer star Alex Morgan and the founders from Olipop and Notion.Learn more about us here and read about our recent Series B here.About the Role Nourish is looking for a Strategic Finance Lead to be a core part of our financial planning function and serve as a thought partner to the business. This is a high-ownership role with real scope from day one — you'll work closely on our planning and forecasting processes, own key parts of the corporate operating model, and partner with the CFO, Senior Director of Strategic Finance, and executive team on performance and strategic direction. This person will report into our Senior Director of Strategic Finance. Based in our Flatiron office, NYC — in-person 3–4 days per week. Key Responsibilities: • Own key sections of the 3-statement corporate operating model — maintaining accuracy and running core aspects of the planning and forecasting process (annual operating plan, rolling forecasts, long-range planning), • Drive and maintain our KPI framework — building cohort models and tracking key metrics across retention, LTV, payback, and margins to sharpen financial performance, • Build and support our financial reporting cadence — weekly, monthly, and quarterly packages for the exec team, board, and investors that go beyond the numbers to drive decisions, • Drive G&A and headcount cost forecasting and reporting — partnering with department heads to build accurate forecasts, surface risks early, and identify opportunities to optimize spend, • Serve as a key finance business partner across the organization, driving smarter investment decisions and strategies to optimize cost, improve unit economics, and accelerate growth, • Support ad hoc strategic work — capital raises, M&A, and other high-impact initiatives, • Drive improvement and automation across our finance systems and processes — leveraging AI and planning software where it adds value to improve forecasting accuracy, decision speed, and how insights are delivered to the businessWe'd love to hear from you if:, • You have 5+ years of Strategic Finance, FP&A, or Corporate Finance experience at a high-growth company, with a background in investment banking, consulting, or M&A transaction services, • You have demonstrated experience building and owning 3-statement corporate financial models from the ground up, • You're comfortable operating across the full planning cycle — annual budgeting, rolling forecasts, and performance reporting, • You have strong business partnering instincts — you build trust across functions, facilitate difficult conversations, and distill complexity into clear narratives that drive decisions, • You're an expert in Excel / Google Sheets with strong accounting fundamentals, • You're highly process-driven and technically curious — comfortable working across data and reporting tools to automate workflows, and genuinely excited about how AI is reshaping finance, • You're an owner — proactive, detail-oriented, and comfortable managing multiple workstreams in a fast-paced environment, • You're highly fluent in AI, data, and modern tooling — comfortable leveraging AI workflows, vibe coding lightweight solutions, and working hands-on with data to improve decision-making, automate analysis, and scale finance operations efficientlyMore InformationMission & Vision & SuccessNourish Clinical PhilosophyValuesWhy Nourish ExistsCompensation & BenefitsHow We WorkPlease note that you must be legally authorized to work in the U.S. for this position.

Job Description REV Renewables, an LS Power company, is a leading developer, owner, and operator of renewable energy and energy storage projects across North America. With over 2.9 GW of operating assets and a robust development pipeline—REV is at the forefront of the clean energy transition. Our mission is to deliver affordable, reliable, and clean electric power to all. Through a commitment to innovation, REV continuously adapts to the evolving regulatory, environmental, and market landscape to deliver optimized energy solutions. Learn more at . Job Summary: REV Renewables is seeking a Finance Associate to join our growing Finance team. The ideal candidate will be someone with strong, demonstrated financial modelling and data analysis skills, and who is comfortable in a fast-paced, transaction-driven environment. This position will interact with and support teams across the organization, including Finance, M&A, Development, and Strategy. Duties/Responsibilities: • Develop and maintain project and corporate-level financial models for M&A, corporate development, financing and strategic activities., • Design investment and marketing materials for financial transactions., • Support the structuring and execution of project-level debt and tax equity financings for renewable energy assets., • Coordinate and manage due diligence activities with both internal and external stakeholders., • Assist with the creation and maintenance of REV’s internal projections and budgets., • Actively communicate with industry peers and present marketing intelligence and opportunities to internal stakeholders, including executive management., • Analyze market trends and the competitive landscape to identify new market opportunities., • Bachelor’s degree in Accounting, Finance, Business Administration, Project Management, Engineering, or related field., • Strong modelling abilities. Experience with tax equity modeling preferred but not required., • 3+ years experience in Finance or M&A, preferably within renewable energy., • Must be able to sit/stand at a desk, using a computer workstation., • The employee is occasionally required to climb, balance, stoop, kneel, crouch, reach with hands and arms, walk; lift push or pull objects up to 20 pounds., • Must be able to handle long periods of screen time and typing. At REV Renewables, we’re not just transforming the energy landscape—we’re building a workplace where people thrive. Our mission is to accelerate the decarbonization of the electricity supply while ensuring affordability, reliability, and resilience. We do this by empowering our team with purpose, support, and opportunity. Our Core Values • Integrity First – We uphold the highest ethical standards in everything we do., • Teamwork – We foster a collaborative, inclusive, and fun work culture., • Ownership Mindset – We take accountability and act in the long-term interest of our stakeholders., • Thought Leadership – We are creative, purposeful, and diligent in our decision-making. REV is proud to provide a comprehensive and competitive benefits package designed to support employees’ well-being and long-term success. Below are just a few examples: • Employer-sponsored Medical, Dental, and Vision coverage for employees and their eligible dependents., • Health Reimbursement Arrangement (HRA) and Flexible Spending Accounts (FSA)., • Company-paid Life, AD&D, and Long-Term Disability Insurance., • 401(k) with employer contributions., • Generous Time Away policies. REV Renewables is proud to be an Equal Employment Opportunity Employer. We are committed to fostering a workplace rooted in mutual respect, where all applicants and employees are valued and supported. Employment decisions are made without regard to race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military or veteran status, or any other characteristic protected by applicable law. Disclaimer to Agencies: Please be advised we do not accept third-party resumes unless previously agreed to by Human Resources and the Agency.

Job DescriptionJob Title: AML Officer Services – Administrator/AssociateDepartment: Compliance Job Description: Client X offers an outsourced AML Officer Service to its fund administration clients. Client X is currently seeking an administrator to work within the AML Officer Services team to provide support for Client X’s client appointed Anti-Money Laundering Compliance Officers and Money Laundering Reporting Officers. The candidate needs to possess exceptional organizational and communication skills as well as a strong attention to detail. Key Accountabilities of the Role: • Provide support to the AML Compliance Officer in provision of the AML Officer Services, • Assist with testing of know your customer information collected on new client onboarding to ensure compliance with Client X’s anti-money laundering procedures and the Cayman Islands AML/CFT Regulations, • Review any investors which are have positive matches to sanctions lists and provide information to the AML Officer Services - Supervisor, • Review client provided representation letters for investment risk ratings or sanctions monitoring, if applicable., • Assist with the compilation of investor data metrics and information, • Maintenance of various regulatory logs including High Risk Investor Logs and Declined Business Logs, • Preparation of client and board reporting, • Liaise with clients, directors and internal parties as necessary, • Establish good working relationships with other Client X Departments, • Assist with any ad-hoc projects as requiredPre-requisite knowledge, skills and experience:, • Accounting, Finance, Legal or Business Degree - Minimum 2.2 honors degree, • Strong verbal and written communication skills, • Efficient and well organized with exceptional attention to detail, • Ability to work under pressure and to tight deadlines, • Self-motivated with the ability to work effectively within a team structure and individually, • IT literate

Job Description Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role Channel partnerships is one of our highest-impact growth levers. We're looking for someone to own it. We have an established partner base, a proven referral motion, and a clear playbook for what works. You're a builder who can take this foundation and scale it: dramatically improving activation rates, expanding our ecosystem, and building the commercial motions that will define the next phase of our growth. This is a quota-carrying role with real ownership. You'll manage a portfolio of channel partner relationships, deepening engagement with existing partners, continuously sourcing new ones, and responsible for converting those relationships into consistent, high-quality pipeline. You'll have a genuine seat at the table, shaping how we engage partners, operate more efficiently, and leverage AI to raise the bar for the entire team. What You’ll Do * Own quarterly revenue targets for the channel — build and manage a portfolio of partner relationships with the goal of engaging net-new partners each quarter and increasing referral consistency from existing ones. * Drive step-change growth in the partner channel by identifying opportunities to scale efficiently, including leveraging AI and automation to increase output and improve performance. * Lead partner engagement through product education, market context, and co-developing how partners identify and position high-quality opportunities. * Maintain end-to-end visibility on partner-sourced deals, proactively identifying risks and stepping in at key moments to improve conversion outcomes. * Use data to guide investment decisions — spot what's working, what's not, and adjust accordingly. * Translate partner and market feedback into actionable product direction, helping shape roadmap priorities and improve product-market fit. * Represent the company within your partner ecosystem, building credibility through industry events, forums, and partner-led environments. Who You Are * Commercially driven and comfortable owning hard numbers — you treat pipeline and revenue targets as personal commitments, not guidance. * A high-touch relationship builder who understands the patience that partnerships require and the discipline needed to stay top of mind across a broad portfolio. * Tech-savvy and product-curious — you can quickly translate complex product capabilities into clear, audience-specific value propositions. * AI-forward and always looking for ways to use new tools to work smarter, move faster, and increase impact. * A strategic thinker who can map complex partner ecosystems to clear, executable plans. * Highly collaborative, low ego, and coachable — you thrive in cross-functional environments and have strong stakeholder management instincts. * A builder at heart who is excited to help shape and grow a function at a fast-moving company. Experience * 5+ years of professional experience in partnerships, business development, sales, consulting, fintech, B2B SaaS, or related operator roles. * Proven track record in a quota-carrying or commercially accountable role, ideally with responsibility for pipeline generation, partner activation, or revenue contribution. * Experience in high-growth or early-stage B2B SaaS or fintech is strongly preferred. * Background in Accounting Advisory Firms or existing relationships within the Accounting Advisory ecosystem are a plus. * Understanding of revenue operations, contract-to-cash workflows, billing infrastructure, or finance systems is a plus. Additional Information This role is based in New York City 5 days a week at our Soho office. Perks and Benefits (Full-time Employees) * Competitive compensation and equity * Unlimited PTO * Up to 100% employer covered monthly healthcare premium (medical, dental, vision) * Lunch provided via Sharebite, plus dinner for any later office days. * Parental leave up to 12 weeks * Tax free commuter and parking benefits * Voluntary insurances (Life, Hospital, Critical Illness, Accident) * Employee Assistance Program (Rightway) * Free One Medical Membership * 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. Compensation Range: $150K - $190K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: * Development of new features for internal, employee used web platforms * Automating the acquisition and extraction of financial data from many sources * Reviewing automation outputs ensuring quality and correctness * Building and maintaining internal tools for Arch's Operations team * Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. * Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: * Love organizing a bit of chaos * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are a quick learner who enjoys partnering with others and solving difficult problems * Are interested in alternative investments and/or financial services * Communicate well and professionally Bonus points if you: * Have web development experience: HTML/CSS and React * Enjoy writing code to process and understand data * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have taken finance or accounting courses A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $70K - $100K

Job DescriptionWe are partnering with a fast-growing sports media and entertainment platform that sits at the intersection of content, live experiences, and digital distribution. With continued investment and expansion across multiple revenue streams, the team is looking to bring on a Director of Finance to help scale the finance function and support executive decision making. This is a high-impact role working directly with senior leadership, owning core financial operations while helping shape the financial strategy of a business that is actively growing. Director of Finance Responsibilities: • Lead the monthly close process, ensuring accuracy, timeliness, and strong controls across the organization, • Own financial reporting and deliver clear, actionable insights to leadership, • Build and manage budgeting and forecasting processes across multiple business lines including media, content, and live events, • Partner with leadership on strategic initiatives, including new revenue streams, partnerships, and investments, • Oversee cash flow, working capital, and financial planning to support growth, • Develop and improve financial models to evaluate performance and future opportunities, • Strengthen internal processes, systems, and controls as the company scales, • Manage and mentor a growing finance and accounting team, • 8 to 12+ years of experience across public accounting and industry, • Background in media, entertainment, sports, or high growth consumer businesses is strongly preferred, • Strong foundation in accounting with the ability to operate at a strategic finance level, • Experience building forecasts and financial models in dynamic environments, • Proven ability to operate in a fast-paced, evolving business, • CPA preferred, • Strong communication skills with the ability to translate financial data into business insight

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities Job Description This position will be at the forefront of driving growth and nurturing relationships with existing prospects. You’ll lead strategic initiatives, forge meaningful connections, and position IQEQ as a trusted partner in our clients' success stories. This role offers the perfect blend of leadership, strategy, and hands-on execution, ideal for a visionary who thrives in a fast-paced environment. What you’ll do • You'll cultivate relationships at the executive and operational levels with prospects, becoming an expert on their organizational structure and strategic goals; and develop a clear understanding of the political and business landscape of prospects to ensure optimal engagement, • You'll act as the primary point of contact for prospect relationships, continuously broadening engagement across C-suite and other key decision-makers, while ensuring alignment with the prospect’s strategic goals, offering tailored solutions and positioning IQEQ as integral to their business model, • You'll stay ahead of industry trends and competitors to adapt strategies that ensure long-term client retention and growth, and provide feedback to internal teams on product functionality and market trends to drive continuous innovation, • You'll lead the creation of a prospect-specific value proposition that differentiates IQEQ in a competitive marketplace, and collaborate with senior leadership and cross-functional teams to deliver bespoke solutions that meet client needs, and leverage IQEQ's global network to create a holistic and comprehensive strategy for client engagement, • You'll lead cross-functional teams in the preparation of proposals and presentations that showcase IQEQ's capabilities and expertise, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance, • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility), • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans, • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment, • The salary for this position will be dependent on experience and location ($150,000 - $200,000)Qualifications, • You have a Bachelor’s degree in business, finance, economics, applied mathematics, or a related field, • A proven track record (10+ years) of success in business development, client relationship management, or similar roles in financial services, private equity, or asset management, • Demonstrated ability to drive strategic initiatives and close high-value deals, with a deep understanding of competitive landscapes, • Exceptional leadership skills with the ability to influence and collaborate across all organizational levels, • Strong financial acumen, including experience with P&L management, budgeting, and financial modeling, • Excellent communication and presentation skills, with the ability to create compelling narratives and pitch complex solutions to clients, • Comfort working in fast-paced, data-driven environments, with a strong focus on results and innovation Additional Information Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You will be dedicated to one of our premiere clients and will work as an integral part of their team. You will play a vital role in ensuring proper oversight of private equity funds, particularly US private wealth products. This role offers the opportunity to collaborate with a dynamic global team and contribute to the continued success of the firm. What you’ll do • You will review and approve NAVs and financial statements by validating performance, controls, and portfolio movements prepared by external providers., • You operate and enhance firm‑wide private markets models and systems to support accurate reporting., • You ensure your SEC filings and regulatory reports are complete, accurate, and delivered on time., • You coordinate with third‑party service providers—auditors, administrators, custodians—by managing workflows and reviewing their deliverables., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location.Qualifications, • You hold a bachelor’s degree in accounting or finance and are a CPA or active CPA candidate., • You bring 7+ years of SEC reporting, private markets fund accounting, controlling or audit experience, with private credit exposure as a plus., • You possess strong US GAAP knowledge and private markets expertise, with bonus skills in VBA, SQL, Python, and advanced Excel., • You demonstrate exceptional attention to detail, communication, accountability, and the ability to thrive in a fast‑paced global environment with many stakeholders., • You show high initiative, urgency, and passion for contributing to a leading private markets firm’s ongoing success. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. We are looking for a Director of Performance Marketing to lead Karbon's paid and digital growth engine at a pivotal moment. AI is not on the horizon for marketing - it is here. Buyer discovery is increasingly happening through AI-native surfaces. The next generation of search is agentic. This role demands a leader who is not watching these changes unfold, but actively building strategy and systems to get ahead of them. You will own paid media strategy and investment, lead Karbon's approach to AI-native and agentic search, drive the website as a high-converting commercial asset, and architect lifecycle campaigns that grow revenue across the full customer journey. Critically, you will also be expected to build a team that uses AI to work smarter - automating intelligently, experimenting faster, and scaling output without scaling headcount proportionally. About the Role Paid Media Strategy & Execution • Own Karbon's paid media portfolio with agency support across SEM, paid social, display, retargeting, content syndication, and review platforms - leveraging AI-powered bidding, audience modeling, and creative optimization to maximize performance, • Manage a multi-million dollar demand gen and advertising budget and maintain the highest standards for ROAS and payback period efficiencies, • Apply AI-driven tools and platforms to improve targeting precision, reduce CAC, and scale what works, • Partner closely with Sales and RevOps to align paid investment with pipeline targets - using predictive analytics and AI-assisted forecasting to sharpen planning, • Build rigorous measurement frameworks and attribution models, incorporating AI-assisted analysis to surface insights faster and connect spend to revenue outcomes with greater confidence Website & Digital Engagement • Own karbonhq.com as a high-performing commercial asset - along with leading the team responsible for traffic quality, conversion rate optimization (CRO), and pipeline contribution and web development., • Deploy AI-powered personalization, dynamic content, and intelligent chat to improve on-site engagement and accelerate the path from visit to conversion, • Lead experimentation at scale - using AI-assisted testing tools to run more experiments faster, identify winning variants sooner, and continuously compound conversion improvements, • Ensure the site is structured and tagged for maximum discoverability by both traditional crawlers and AI ingestion pipelines, treating technical site health as a strategic competitive lever, • Own Karbon's presence on G2 and other review platforms as both a paid and organic performance channel, covering category sponsorship, profile optimization, review generation programs, and the deployment of G2 assets (badges, comparison pages, buyer intent signals) as conversion tools across the site and campaigns. AI-Native Search Strategy: SEO, GEO, AEO & Agentic Search • This is a defining responsibility of the role. Own and lead Karbon's strategy across the full modern search stack - traditional SEO, generative engine optimization (GEO), answer engine optimization (AEO), and agentic search channels, • Drive Karbon's visibility and authority inside AI-native discovery surfaces - including ChatGPT, Perplexity, Google AI Overviews, Claude, Copilot, and the growing ecosystem of AI agents that research and recommend software on behalf of buyers, • Develop a structured approach to being cited, referenced, and recommended by AI models - understanding how large language models retrieve and surface brand information, and building content and technical strategies that improve Karbon's presence in those outputs, • Anticipate and build for the agentic web: as AI agents increasingly handle research, comparison, and vendor shortlisting on behalf of human buyers, ensure Karbon's digital footprint is optimized to be discovered, understood, and recommended by those agents, • Collaborate with content, product marketing, and engineering to continuously evolve site architecture, structured data, and content strategy in response to how AI models index and interpret information Growth Campaigns & Customer Lifecycle • Design and execute integrated growth campaigns across the full customer lifecycle - from AI-assisted prospecting and first-touch acquisition through expansion and retention, • Use AI tools to accelerate campaign development: faster creative iteration, smarter audience segmentation, AI-generated copy variants tested at scale, and intelligent send-time and channel optimization, • Build and optimize nurture programs powered by behavioral signals and AI-driven lead scoring - ensuring the right message reaches the right prospect at the right moment, • Partner with product marketing, customer success, and sales to develop campaigns that grow pipeline at the top of funnel and accelerate revenue within the existing customer base, • Own Karbon's buyer intent data strategy, selecting and managing intent platforms (such as G2 Buyer Intent, Bombora, or 6sense), and operationalizing intent signals across paid targeting, outbound prioritization, and lifecycle campaign triggers to ensure the team is acting on in-market behavior in real time. AI-Powered Demand Generation • Champion AI adoption across the demand generation function. Identify, evaluate, and implement AI tools and processes that meaningfully improve lead to set speed, quality, and output - from creative demand gen production and workflows to analytics and reporting, • Build and document AI-enhanced workflows that allow a lean team to operate with the output of a much larger one: scaling content, campaigns, and experimentation without proportional headcount growth., • Stay current on the rapidly evolving AI tool landscape, from LLM-powered marketing platforms to autonomous campaign agents, and bring relevant innovations to the team before competitors do, • Foster a culture of intelligent experimentation: encourage the team to test new AI capabilities, share learnings, and continuously raise the bar on what modern marketing operations look likeAbout You!, • 8+ years of performance marketing experience, with at least 3 years in a senior leadership role in a B2B SaaS environment, • Deep B2B vertical SaaS experience is required - you understand the nuances of marketing to a specific professional audience and have owned pipeline and revenue targets in a SaaS context, • A genuine practitioner of AI in marketing - not someone who talks about AI, but someone who uses it daily, builds with it, and has meaningfully changed how their team works because of it, • Demonstrable expertise in AI-native and agentic search - you understand how GEO, AEO, and agentic discovery channels work, why they matter, and how to build strategy around them; this is a hard requirement, not a nice-to-have, • Proven track record in paid media strategy - managing significant budgets across SEM, paid social, and programmatic, with command of AI-powered ad platforms and performance optimization, • Experience owning website performance as a commercial metric - with measurable CRO outcomes and a track record of deploying personalization and AI-assisted optimization, • Data-driven and analytically rigorous - you build attribution models, question default dashboards, and make decisions grounded in evidence rather than instinct alone, • A strong cross-functional leader who can align content, product, engineering, and sales around a coherent digital and AI search strategy, • Clear and confident communicator - able to translate AI strategy and performance data into executive-ready narrative and business impact, • Gain global experience across Australia, New Zealand, UK, and Canada, • Strong benefits package including:, • Flexible Time Off with an encouraged 4 weeks use per year, • Company paid medical for you and eligible spouse/partner and dependents, • Paid dental and vision and eligible spouse/partner and dependents, • 401(k) with company matching, • Flexible Spending Account, • Up to 8 weeks paid parental leave, • Work-from-home stipend, • Work with (and learn from) an experienced, high-performing team, • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback, • Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $190,000—$210,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. We are looking for candidates with an undergraduate degree in biology or similar field. An advanced degree (MS/PhD/MD/MBA, etc.) is preferred. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and become fully-licensed (FINRA Registrations: SIE, Series 7/63/86/87) within 6-12 months after starting if not already licensed; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns. Together with affiliate Ceres Life Insurance, Arena forms part of Westaim Corporation (TSXV: WED), an integrated asset management and life insurance provider with equity capital to support up to $10 billion in assets. Arena provides creative solutions for those seeking capital across all corporate, real estate, and structured finance investment areas, at all levels of the capital structure, and in all developed markets, alongside operational capabilities to manage and improve the businesses and assets in which it invests. We are seeking a highly motivated and results-oriented Managing Director / Director to join our North American Structure Finance & Products team. In this role, you will be at the forefront of originating and structuring asset-based investments in a variety of commercial and consumer sectors. Key Responsibilities: • Lead Origination & Execution: Drive the entire deal lifecycle, from initial business development and negotiation with counterparties to building comprehensive cashflow models, drafting investment memos, and overseeing legal documentation and post-closing activities., • Cross-Functional Collaboration: Foster strong relationships with internal stakeholders, including Asset Management, Finance, Accounting, and Loan Operations, ensuring seamless coordination and efficient execution., • Team Leadership & Mentorship: Oversee junior team members, providing guidance and support while fostering a collaborative and high-performing environment., • Market Intelligence & Analysis: Stay abreast of market trends and competitive landscapes., • Drive Business Development: Play a key role in identifying and pursuing new investment opportunities Requirements Proven Track Record: approximately 10 to 15 years of professional experience in structured finance loan originations, with a preference for candidates with expertise in underwriting and structuring commercial and/or consumer credit transactions. • Education: Master's degree preferred, but a Bachelor's degree with relevant professional experience is acceptable., • Analytical & Problem-Solving Skills: Demonstrated ability to analyze complex data, identify key risks and opportunities, and develop creative structuring solutions., • Exceptional Communication & Interpersonal Skills: Excellent written and verbal communication skills with the ability to effectively convey complex information to diverse audiences., • Results-Oriented & Collaborative: A strong work ethic, a collaborative spirit, and ability to work within a fast-paced and dynamic environment., • The highest level of personal integrity and ethical standards. A positive attitude, strong work ethic and a desire to work collaboratively across the organization. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, futures, interest rate, and volatility swaps. This role will report directly to the Controller. MUST HAVE FUND ACCOUNTING OR FSO PUBLIC AUDIT EXPERIENCE Responsibilities: • Prepare daily P&L reconciliations, margin reconciliations and derivative settlements, • Prepare reporting of daily Fund performance (internally and externally) across multiple products, • Assist with trade booking, prepare new security set-up and ensure correct trade allocations, • Perform daily portfolio cash & position reconciliations and resolution of trade settlement issues, • Work closely with the Controller and CFO on the month-end close, • Compute P&L attribution and various portfolio statistics, • Oversee the Funds’ performance reporting to investors on a weekly and monthly basis, including building and maintaining performance schedules with complex fee structures, hurdles and high water marks, • Project oriented work to assist with various operational functions, including counterparty exposure, collateral management, treasury, regulatory and exposure reporting, • CPA preferred but not required, • MUST HAVE 2+ years of public accounting or fund accounting experience, • Strong product knowledge of the following: equities, futures, derivatives and FX, • Proficiency in Excel required, • Highly motivated, detail oriented individual

Job DescriptionRhodium Group is recruiting a Research Analyst to join the company’s China Practice. The preferred location is Rhodium Group’s New York or Washington DC office. Location: New York, Washington, DC | Apply by: May 15, 2026 Position description Rhodium Group is looking for an entrepreneurial and talented Research Analyst to join our world-class team of economists, policy and geopolitical analysts, researchers, and data engineers. As a Research Analyst in Rhodium Group’s China Practice, you will support the team’s research on one or several of the following issues of strategic interest to our public and private sector clients: • China’s economy and macroeconomic policies, • China’s global trade and investment, • US, EU, and G7-China policy and economic dynamics, • China’s industrial and technology policy trends, and US-China tech competition, • Other China-related global trendsRhodium Group is expanding its expertise in the automotive, pharmaceutical, medtech, chemicals, critical minerals, and shipping sectors, as well as trade modeling, growth accounting, and industrial policy monitoring. Professional experience as an analyst in these industries is a plus. Position responsibilities • Provide research support for client deliverables, including research notes, briefing decks, email alerts, etc., • Provide research and writing support for longer-form client projects., • Conduct regular tracking of news, policy developments, and key data indicators of interest to clients., • A master’s degree in international economics, international affairs, China/Asia studies, political science, law, or other relevant fields; or a bachelor’s degree in similar fields plus at least two years of professional experience., • Strong understanding of China’s economy and macroeconomic policies, China-world trade and investment trends, as well as geopolitical dynamics, technology competition, industrial policy and subsidies, supply chain security, and regulatory trends influencing China’s economic engagement with the world., • Excellent research and data analysis skills with the ability to prepare clear and accurate reports of research results. Ability to synthesize policy developments and/or economic data into succinct and compelling stories., • Excellent verbal and written communication skills, including ability to present information clearly and concisely through memos, reports, briefings, and other deliverables., • Strong organizational skills, attention to detail, and capacity for self-directed work. The candidate should be capable of handling multiple time-sensitive projects at once and independently produce client-ready, polished outputs., • Near native-level English writing and speaking skills, as well as high degree of reading proficiency in Chinese (to include ability to quickly read, summarize, and extract key findings and nuance from Chinese-language newspaper articles and policy documents)., • Strong proficiency with Excel for data analysis and visualization. Experience with economic and commercial databases, including CEIC, WIND, and Bloomberg Terminal., • Work authorization in the United States required.The following qualifications are a strong plus:, • Professional experience doing research on China to support decision-makers in government, business, or think tanks., • Demonstrated experience in sectoral or industry-level research in automotive, pharma, medtech, chemicals, critical minerals, shipping, and/or experience with trade modeling, growth accounting, or industrial policy analysis., • Proficiency in R or Python for data analysis. Location and travel requirements, • The preferred location for this role is New York or Washington, DC Rhodium Group offers competitive compensation, a progressive benefits package, and opportunities for intellectual and professional advancement while working with a talented and entrepreneurial group of colleagues. Rhodium Group compensates based on the level and requirements of the role. Salary within our range may also be determined by factors including, but not limited to, your education, experience, knowledge, skills, and abilities, as required by the role, as well as geographic location, performance, travel requirements, sales or revenue-based metrics, internal equity, alignment with market data, and business or organizational needs. Typically, a Research Analyst joins at $93,173. You will also have an additional 15% bonus target based on a combination of company and individual performance. About Rhodium Group Rhodium Group is an independent research provider with deep expertise in policy and economic analysis. We help decision-makers in both the public and private sectors navigate global challenges through objective, original, and data-driven research and insights. Our key areas of expertise are China’s economy and policy dynamics, and global climate change and energy systems. More information is available at . Powered by JazzHR oDJ8vz3qYc

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking an equity research associate to support our Semiconductors team. The position is located in New York City. The research associate will work in conjunction with and support the senior research analyst in all aspects of developing and marketing equity research products, including company research reports, models, and industry analysis on the Semiconductor supply chain. The position demands independence, initiative, and entrepreneurship. The candidate must have a strong background in finance and accounting, be proficient at modeling companies, and have a passion for equity research. Candidates with strong interest and/or background in technology welcomed. In addition, qualified candidates must be able to demonstrate that they are detailed-oriented, possess an ability to write concisely, and can work well under pressure. In addition to the above, we are looking for a person who possesses, or has the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important., • Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable. These are necessary skills given the dynamic working environment and demands of working on Wall Street., • Ability to organize, prioritize and manage multiple projects simultaneously. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCompany Description OUR STORY: Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldly grow the lifestyle brands and experiences that define it. In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver. OUR CODE: We are passionate about high performance living and we practice what we preach – investing time in our own health and fitness. We believe that everyone has untapped potential within them and it takes a disruptive approach to unleash it. We dream big and don’t settle for the status quo. We sweat the details. We never accept less than 110% to help each other deliver the Equinox experience and enable our members to get great results. We are obsessed with what’s new, what’s now, what’s next. Never following, always leading, and living ahead of the moment in fashion, culture, and consumer behavior. We aren’t just a company; we’re a community vested in each other’s success. We value humility and a team approach at every level of the company. If you are a high performing individual who is passionate about winning and inspiring others then we are excited to discuss career opportunities with you Job Description Equinox is seeking a Senior Manager to join our Strategic Finance team. In this role, you will serve as a trusted financial thought partner to senior business leaders, own the Company’s planning and forecasting processes, and drive high-impact analyses that directly shape strategic and capital allocation decisions across our portfolio of brands. The ideal candidate brings a strong analytical foundation, sharp business instincts, and the presence to influence senior stakeholders. This is a high-ownership role with direct exposure to senior leadership, offering the opportunity to meaningfully shape how the business is run. This role reports to the Vice President of Finance and is based at our headquarters in Hudson Yards. RESPONSIBILITIES • Own and continuously evolve the Company’s long-range financial plan (LRP), with full 3-statement visibility at both business unit and consolidated levels; deliver regular variance analysis and executive-ready reporting, • Lead monthly and ad hoc financial performance analysis versus plan, identifying key business drivers and trends; champion forecasting best practices across the FP&A function, • Serve as a strategic Finance Business Partner to senior business leaders and P&L owners, translating granular operational drivers into financial insight and forward-looking recommendations that influence decisions, • Own the annual budgeting and quarterly re-forecasting cycles, partnering cross-functionally to develop revenue and expense assumptions grounded in business reality, • Lead ad hoc strategic analyses and financial modeling across the portfolio, including unit economics, ROIC, scenario planning, and investment case development, • Own the development of board, investor, and senior leadership materials - synthesizing complex financial data into clear, compelling narratives, • Identify and lead process and systems improvements across the FP&A function, including EPM/OneStream optimization and reporting automation, • Directly manage one Analyst-level direct report, providing day-to-day guidance, coaching, and performance feedback; model high standards for analytical rigor and strategic business partnershipQualifications, • Bachelor’s degree in Finance, Business, Economics, or Accounting a must, • 7+ years in corporate finance or FP&A at a high-performing, private-equity backed company, or 3+ years in investment banking or private equity; consumer, retail, luxury, or hospitality industry experience strongly preferred, • Advanced Excel proficiency and financial modeling expertise; demonstrated ability to build complex, dynamic models from scratch, • Exceptional ability to distill complex analyses into clear, executive-ready narratives and actionable recommendations, • Highly self-directed; able to manage multiple high-priority workstreams simultaneously and operate with urgency in a fast-paced, high-expectations environment, • Rigorous and results-oriented, with an exceptionally high bar for accuracy and output quality, • Strong executive presence and communication skills; able to influence and partner effectively across all levels of the organization, • Experience with OneStream or comparable EPM/BI platforms preferred Additional Information AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE: • We offer competitive salary, benefits, and industry leading commission opportunities for club employees, • Complimentary Club membership Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.

Job DescriptionDescription: Why Join ADAPT? It's more than a job; it's a calling. It's where passion meets purpose. ADAPT Community Network, formerly United Cerebral Palsy (UCP) of NYC provides a multitude of services to people with developmental disabilities. At ADAPT, we are 3,000 strong, and it takes every one of us to empower the lives of the people we support. With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. Our employees show their commitment to the people we support every day, and we all deliver on our promise to provide innovative and comprehensive services to individuals with developmental disabilities. For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits, and we foster a team culture of learning, support, collaboration and career growth. SUMMARY This position reports directly to the Vice President of Finance. The Accounting/Treasury Manager is primarily responsible for cash flow planning, analysis, and reporting with enhanced focus on daily cash movement operations. The Accounting/Treasury Manager maintains retail banking relations for ADAPT Community Network and manages all cash positioning activities. The position requires proactive management of liquidity to ensure operational needs are met while optimizing interest income. The Accounting/Treasury Manager must exercise independent judgment within established policies and objectives that influence treasury operations. ESSENTIAL DUTIES AND RESPONSIBILITIES The Accounting/Treasury Manager will manage two staff accountants, and the duties and responsibilities will include but are not limited to the following: TREASURY FUNCTIONS • Monitors and reviews all cash and investment account transactions daily to ensure appropriate balances are maintained for ongoing operations., • Executes daily cash positioning and movement between accounts to optimize cash utilization and minimize fees while ensuring sufficient liquidity for operations., • Forecasts short-term and long-term cash requirements and develops strategies to meet those needs., • Manages lines of credit, including initiating drawdowns or repayments with approval of the authorized signers., • Monitors compliance with the terms of lines of credit, especially compliance with periodic payoff requirements., • Works with authorized bank signatories to maintain proper banking access and authority levels following internal control requirements., • Assists with online banking access management under the guidance of authorized signatories., • Maintains authorized signatory documentation for all cash and investment accounts in accordance with Board approval and bank policy., • Coordinates the timely and accurate monthly ACH payments required., • Manages electronic banking relationships and systems, including ACH origination, wire transfers, and remote deposit capture., • Reviews Bank Reconciliations. PETTY CASH & PERSONS SUPPORTED ACCOUNTS MANAGEMENT • Reviews petty cash and household accounts activities, including funding, documentation, and reconciliation, • Support and maintain systems for efficient management of personal allowance funds for the people we support., • Implements and maintains strong internal controls for petty cash and funds tracking for the people we support., • Prepares monthly reconciliation reports and resolves discrepancies., • Ensures compliance with agency policies and regulatory requirements for managing petty cash and household accounts CASH RECEIPTS • Reviews cash receipts to ensure they are deposited promptly to the correct entity., • Implements and oversees efficient cash collection processes, including lockbox services and electronic payment methods to accelerate cash flow., • Maintains batch control logs for cash deposits through assignment of batch sequences and G/L account offsets to cash., • Prepares cash receipt documentation for review and approval by the Assistant Controller., • Manages government payment programs, including tracking of incoming ACH and check payments., • Ensures proper allocation and recording of payments to appropriate client accounts., • Coordinates benefit payments processing and client allowance disbursements. GENERAL ACCOUNTING - INVESTMENTS • Prepares account activity documentation for monthly reconciliation and roll-forward schedule of Investment activity., • Collects and tracks payment with proper documentation., • Prepares intercompany transaction documentation for monthly processing., • Interfaces with external auditors as requested, providing documentation related to cash and investment activity., • Identifies and implements process improvements to enhance cash handling efficiency and control. OTHER RESPONSIBILITIES • Sets a positive example for other employees by complying with all agency policies and procedures., • Develops and maintains policies and procedures related to treasury operations., • Conducts periodic reviews of banking relationships and cash management systems., • Keeps current on cash management trends, technologies, and best practices., • Performs special projects as required or assigned by the Assistant Controller., • Works with Program Management and others to resolve discrepancies, • Performs all other duties as requested QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree in accounting required. Advanced degree preferred., • CPA required., • Minimum 3 years’ experience in a treasury/cash management function, preferably in the services or not-for-profit industry., • Strong computer skills, including solid knowledge of Microsoft Office suite., • Strong analytical skills with recognition of the importance of detail., • Good organizational skills with the ability to multitask., • Ability to read, write, speak, and understand English., • Interpersonal skills necessary to interact effectively with executives, coworkers, employees, auditors, and outside contacts., • Excellent oral and written communication skills., • Experience with General Ledger software and banking systems., • Passion for ADAPT's mission and demonstrates a commitment to the non-profit disability sector. COMPENSATION: $85,000 - $90,000 Annually + Industry-Leading Benefits! At ADAPT, we value diversity, equity, inclusion, accessibility, and belonging. We strive to ensure that our employees are comfortable bringing their whole, authentic self to work and that the people we support can also be their authentic selves. We value diverse backgrounds, opinions, ideas, and ways of thinking. We aim to build an inclusive and diverse workforce that is empowered and supported with leaders who create diverse and inclusive teams. We continuously seek opportunities for the organization to foster a more positive, respected, united, and collaborative culture. ADAPT Community Network is proud to be an equal opportunity employer and is committed to creating an inclusive environment for all employees. Qualified candidates of diverse ethnic and racial backgrounds and status are encouraged to apply for vacant positions at all levels. Requirements:

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting high-potential graduates to join our New York office and support our growing Investment Banking practice. Graduate Analysts work closely with senior bankers and gain hands-on exposure to live transactions across regular financings, distressed financing, and restructuring. You will be part of small deal teams, allowing for meaningful responsibility, direct interaction with senior bankers, and early exposure to clients. This role is designed for candidates who are eager to learn, thrive in a fast-paced environment, and want to develop a strong foundation in investment banking. Key Responsibilities: • Support the analysis of companies, industries, and financial performance, • Assist with the review of historical financial statements and forward-looking financial information, • Help build financial models, cash flow projections, and valuation analyses, • Participate in due diligence processes and transaction execution, • Conduct industry and company research, • Prepare presentations and supporting materials for Juniper and its clients Requirements Requirements: • Bachelor’s degree (or expected graduation) from a top-tier institution with a strong academic record, • Relevant internship experience in investment banking, finance, consulting, accounting, or a related field is strongly preferred, • Strong attention to detail and analytical mindset, • Ability to thrive in a fast-paced, entrepreneurial environment, • Strong quantitative skills and understanding of financial statements, • Excellent written and verbal communication skills, • Proficiency in Excel, Word, and PowerPoint; familiarity with financial databases (e.g., Bloomberg, Capital IQ) is a plus, • Prior internships or coursework in finance, economics, accounting, consulting, or related fields preferred, but not required, • US work authorization This role is ideal for graduates who are highly motivated, intellectually curious, and looking to grow their responsibilities and impact over time within a collaborative investment banking team. Benefits Benefits • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position demands a high level of accuracy, critical thinking, and independent problem-solving, and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing, implementing, and testing compliance programs for clients in the alternative and traditional investment sectors. It requires professionalism, sound judgment, and adaptability to client-driven schedules, while also supporting regulatory exams and outsourced Chief Compliance Officer functions. What you’ll do • You'll help manage client engagements, providing strategic compliance guidance with minimal oversight from senior leadership, • You’re responsible for ensuring timely and accurate completion of client deliverables, including annual reviews, regulatory filings, and updates to compliance policies and procedures, • You will lead client trainings, mock regulatory exams, and provide hands-on support during SEC and FINRA examinations, • You’ll stay on top of regulatory changes, guide clients in developing internal controls, and offer practical solutions to complex compliance issues, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($155,000 - $175,000). Qualifications, • You bring 4 plus years of compliance experience, ideally from a registered investment adviser, law firm, investment consulting firm, or have practiced law regarding registered investment companies, • You have a strong knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940., • You’re familiar with SEC examination practices and preferably have hands-on experience with both actual and mock exams., • You understand regulatory frameworks beyond the SEC, including CFTC, NFA, and FINRA requirements., • You’re expected to apply your regulatory knowledge to guide clients effectively and ensure their compliance programs are robust and up to date. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Trust and Estates Administrator The Trust & Estates Administrator is responsible for providing paralegal support and assistance to supervising attorneys and paralegals in all aspects of estate and trust administration. The T&E Administrator maintains professionalism and strict confidentiality in all client and Firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Prepare and file probate petitions and related documents with the Surrogate’s Court, • Prepare and file court inventories of estate assets, • Collect, marshal, and distribute estate and decedent assets by coordinating with banks, brokerage firms, insurers, and appraisers, • Open, establish, and maintain estate and trust checking accounts, • Pay decedent bills and estate or trust administration expenses, • Ensure estate and trust accounts are properly funded to meet tax and expense obligations, coordinate fund transfers when necessary, • Prepare receipts and releases related to estate and trust distributions, • Compile all necessary information for preparation of federal and New York State estate tax returns, • Prepare and file estate tax returns; assist with and prepare for federal and state tax audits, • Compile information required for annual income tax returns for estates and trusts, • Monitor and manage tax return extensions to ensure timely filings, • Review completed tax returns; prepare payment checks, obtain signatures, and submit to taxing authorities, • Coordinate with outside accountants; forward executed tax returns and maintain archival files, • Pay quarterly estimated taxes on behalf of trusts and estates, • Coordinate payment of insurance premiums for trusts holding insurance policies, including requesting funds from clients when necessary, • Draft client correspondence and internal memoranda, • Serve as a primary point of contact for client communications regarding estate and trust matters, • Research and resolve inquiries, issues, or requests in coordination with attorneys and third parties, • Organize, maintain, and archive estate and trust files in accordance with firm requirements, • Maintain up-to-date time reports to ensure accurate client billing., • Other duties may be requested and/or assigned. Supervisory Responsibilities • This position has no direct supervisory responsibilities, however, has the authority to delegate and supervise work performed by Project Assistant and/or Paralegal I staff on a case-by-case basis. Knowledge, Skills and Abilities • Bachelor’s degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or equivalent combination of education and experience. Paralegal certificate from an ABA-accredited paralegal program a plus., • Computer proficient, Internet research, Excel, Outlook and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in tax return and fiduciary accounting programs and fiduciary income tax forms and extensions. Ability to prepare federal and state estate tax returns., • Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Analytical skills requiring an aptitude for detail and accuracy in order to analyze and research estate and trust account data, process information, and perform essential duties., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to organize and manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, adapt to changes in workflow, and ensure work is completed within defined deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare estate and trust-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 35 hours per week to perform the essential duties of the position. The annualized salary range for this position is $110,000 to $130,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution; transportation fringe benefit program; back-up care option; generous paid time off policy; and long-term and short-term disability policies. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Requirements About the Role We're looking for a Senior Internal Auditor who brings a strong foundation in audit and risk, combined solid audit fundamentals with a data-driven, technology-forward mindset. This role will independently lead audit engagements across the business, and build continuous auditing tools using AI-assisted programming to enable real-time monitoring of key internal controls. This is not a traditional audit desk job — you'll work at the intersection of audit expertise and technology, with direct exposure to senior leadership and core business operations. Responsibilities • Independently lead end-to-end audit engagements: including scoping, risk assessment, fieldwork, documentation, and reporting, • Evaluate the effectiveness of internal controls and business compliance across procurement (P2P), marketing, and other operational areas, • Perform deep-dive data analysis to identify anomalies, build detection models, and form independent audit opinions, • Build continuous auditing tools using AI-assisted programming (e.g., Cursor, Claude Code) to enable real-time monitoring and automated alerting on key control points, • Develop and maintain libraries of exception detection rules and analytical templates; drive standardization of audit methodology, • Deliver audit reports, coordinate with cross-regional stakeholders and management, and drive remediation to closure. Contribute to the optimization and development of the internal control framework, helping drive control standardization and continuous improvement across key business processes.Requirements, • Bachelor's degree or above in Accounting, Finance, Audit, Statistics, Data Science, or related field;, • Professional certifications such as CIA, CISA, or CPA, • 5+ years of experience in internal audit, external audit, or related risk & compliance roles; Experience with a Big 4 firm, consulting firm, or leading Tech/Financial service company's internal audit function preferred, • Strong understanding of audit methodologies and internal control frameworks, with the ability to independently manage the full audit lifecycle, • Proficient in SQL for data extraction and analysis; able to independently build data processing pipelines, anomaly detection, and audit tooling using AI-assisted programming tools — we value problem-solving thinking over any specific language; Hands-on experience building continuous auditing or automated monitoring solutions preferred, • Excellent written and verbal communication skills in English; Mandarin Chinese proficiency is strongly preferred, • Strong analytical writing skills with the ability to produce clear, well-structured audit reports, • Demonstrated ability to influence cross-functional stakeholders and drive remediation in a fast-paced environment Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $95,000-$150,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionAbout Loop: Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India. Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline. Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others. About the Role: As an Enterprise Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s Enterprise customers through our finance product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the finance product of Loop, Balance. In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics. Responsibilities: • Ownership of key customer value metrics, • Building playbooks for the sales and customer support functions, • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers, • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc, • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account Eligibility/ Fit: You are most likely a strong candidate for this role if you:, • Have at least 8-12 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry, • Have been a Senior financial controller, senior manager or director of finance, managing the lifecycle across accounting, F,P&A & treasury, • Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!, • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them., • Have the ability to think metrics, funnels and dashboards, • Have exhibited leadership while also having worked in IC roles across your previous roles, • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes, • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems., • Are a CFA/ CPA charter holder

Job Description Controller Gina Group, is seeking a highly motivated and detail-oriented Controller to join our Finance and Accounting team. The ideal candidate will have a strong background in accounting and finance, with proven experience in financial management, reporting, and controls. As Controller, you will play a critical leadership role in overseeing the company’s financial operations, including budgeting, forecasting, financial reporting, compliance, and internal controls. You will work closely with senior leadership to ensure financial integrity, support strategic decision-making, and drive the overall financial performance of the organization. Responsibilities: Real Estate Syndication: • Maintain and create QuickBooks files for new real estate deals., • Manage quarterly investor distributions through TD Bank and Valley National Bank, including preparing and performing waterfall distributions., • Account for Construction-in-Process projects, including QuickBooks entries and cash flow management., • Oversee accounts payable and receivable, coordinating with staff to ensure accurate recording in trackers and ledgers., • Maintain QuickBooks for the lending company, including journal entries and reconciliations., • Update and manage ledgers tracking partner investments and balances., • Prepare and issue 1099-INT forms for external partners., • Manage cash flow for the lending fund, including oversight of the company’s line of credit with the bank., • Coordinate with staff to draft and finalize lending contracts., • Prepare monthly lending reports utilizing QuickBooks., • Coordinate with CPA to prepare and file tax returns., • Manage and train staff (both entry-level and mid-level employees)., • Bachelor’s degree in accounting and CPA., • 5+ years of accounting or controller experience, preferably in real estate, lending, or investment management., • Strong proficiency in QuickBooks and Microsoft Excel., • Experience managing cash flow, AP/AR, and banking relationships., • Knowledge of tax compliance and experience preparing financial reports., • Ability to train and manage staff and work collaboratively across teams., • Hybrid work schedule (4 days onsite; 1 day work from home) & early Fridays, • Generous PTO and paid holidays, • Comprehensive health, dental and vision coverage with FSA or HSA options, • Pet insurance and pet discounts, • Identity theft protection, • Discounted life insurance, • Short and long-term disability insurance, • Critical illness, accident, and hospital indemnity insurance, • Pre-tax commuter benefits The pay range for this position is ($100,000 – $150,000) annually based on skills and experience.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Senior Account Executive to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience selling Fintech or other SaaS products, preferably in a growth-stage startup environment. * Experience closing complex deals with a consultative sale. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $300K - $350K

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

Job Description Tax Manager- PCG New York, NY / Palm Beach Gardens, FL RESPONSIBILITIES: • Build and maintain strong relationships with high-net-worth clients., • Review complex tax filings, • Understand clients' financial goals, assets, and investment portfolios., • Provide personalized tax planning and advisory services tailored to each client needs. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field., • CPA certification., • 5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients., • Excellent skills for building client relationships., • Leadership abilities for a team of tax professionals., • Ability to meet deadlines. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Location: New York Hourly rate: $30/hr In office: 8:15 AM – 4:15 PM ET The Opportunity We are currently seeking an Operations Intern to support our execution business. The successful candidate will be involved with our institutional buy side trading operations. This role will support our brokers and serve as the primary point of trade operations. Who We Are We are committed to creating a diverse environment and are proud to be an equal opportunity employer. At Dynamex, we value transparency and collaboration coming from unique perspectives and backgrounds. We strive to create a workplace in which all employees have an opportunity to participate and contribute to the success of the business. What We Do Dynamex Trading & Execution specializes in offering an agency only broker who works with hedge funds, mutual funds, broker dealers, family offices, investment managers, RIA's, and other institutional clients. The Skill Set A broad, multi-platform skill set will help you be successful in this role, but there will be plenty of learning opportunities no matter how many of these skills you bring in with you. Responsibilities: • Manage the post-trade process for all transactions., • Develop mastery of OMS and accounting systems., • Work closely with brokers on trade reconciliation, problem resolution and other pertinent issues., • Maintain compliance with all internal policies and applicable regulations and standards., • Special projects as needed by the team., • Develop and create new and innovative ways for Dynamex's operations to be streamlined. Skills and Requirements: • Excellent communication skills with a focus on clear and concise verbal communication., • Superior attention to detail., • Retention of knowledge and ability to apply past experience to current situations., • Availability to work on-site 5 days per week from 8:15 AM – 4:15 PM ET., • Comfortable working in a fast-paced, dynamic environment., • Strong interpersonal skills., • Exceptional Excel skills., • Python / VBA experience a plus. Within 1 Month, You'll • Complete your initial orientation and become familiar with our environment, people, and business., • Begin a comprehensive, cross-functional training plan to learn more about every aspect of our firm., • Learn the roles and skillsets of your teammates on the Dynamex team to discern and utilize the best advice and information for yourself and others.Within 3 Months, You'll, • Achieve a basic operational knowledge., • Be comfortable with trade problem resolution., • Attend training classes to learn more about derivatives and the securities industry.Within 1 Year, You'll, • Achieve knowledge of Dynamex's operations as a whole ., • Be comfortable self directing task, booking, keeping track and accounting for all trades. Job Posted by ApplicantPro

Job Description The Finance and Accounting function oversees all of the financial operations for Book of the Month, including financial reporting, planning and analysis, as well as accounting and treasury operations. The team is also responsible for certain operational planning including demand forecasting and inventory planning. This individual will contribute by working across financial and operational planning and analysis projects ensuring our forecasts are updated and accurate for use across the organization. What you will do… • Collaborate cross-functionally to forecast and anticipate inventory and demand planning requirements for membership, books, paper, non-book inventory, and new product launches., • Update financial forecasts including monitoring the assumptions that go into the broader financial models across the company., • Work with the Controller and Manager, FP&A to close the month and update the monthly financial reports., • Update and monitor our daily demand forecast across multiple monthly cycles to optimize stock levels, reduce obsolescence, inform labor planning, and support service level goals., • Work with the SVP and Manager, FP&A to do research, modeling and analysis associated with corporate and business development opportunities., • 1 - 3 years of professional experience in finance, accounting, financial planning, investment banking, consulting, data or analytics, or another role requiring quantitative analysis and problem solving., • Bachelor’s degree in finance, accounting, business, operations, data, or math strongly preferred., • Can read, interpret and analyze data well., • Proactive and resourceful, thrives working in a fast-paced environment and highly organized with great attention to detail., • Strong communication skills, both verbal and written and a proven ability to work in a highly collaborative and dynamic environment., • Interested in commercial fiction and/or ecommerce., • Strong technical skills., • Proficiency in Excel and / or Google Sheets required. EgM3QnIpHv

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

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We’re looking for a Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth. This role is ideal for someone who enjoys working cross-functionally, thrives in fast-moving environments, and takes pride in delivering reliable, polished client experiences. What You’ll DoSupport Account Operations * Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives. * Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts. * Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines. Data Quality and Reporting Support * Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly. * Assist with client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs. * Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed. Cross-Functional Collaboration * Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts. * Coordinate internally to ensure client needs are met efficiently and consistently. * Maintain detailed account documentation and notes in internal systems to support continuity and handoffs. * Share insights from account workflows to inform product and process improvements. What We’re Looking For * 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field. * Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion. * Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems. * Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners. * Clear communicator who can translate operational or data-related details into actionable insights. * Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared. Nice to Have * Experience in wealth management, private funds, family offices, accounting, or fintech. * Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting. * Experience with SQL or interest in developing technical and data analysis skills. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $95K

Job Description We are sharing a specialised part-time consulting opportunity for investment professionals experienced in public markets research, equity analysis, investment thesis development, financial modeling, valuation, and structured institutional research workflows. This role supports current and upcoming remote consulting opportunities focused on structured investment research review, public markets analysis, valuation assessment, investment thesis evaluation, risk review, and high-quality project execution. Selected professionals will apply their buy-side research expertise to review realistic investment scenarios, evaluate financial assumptions and market reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks. Key Responsibilities Professionals in this role may contribute to: Investment Thesis & Public Markets Research • Develop or review detailed investment theses across equities, sectors, asset classes, or public market opportunities, • Evaluate company fundamentals, market positioning, catalysts, risks, valuation drivers, and investment assumptions, • Support structured review of research notes, sector analysis, company writeups, and investment recommendation materials, • Review financial models, valuation analyses, scenario outputs, comparable company analysis, and investment case materials, • Evaluate valuation conclusions against source data, model assumptions, operating drivers, market benchmarks, and documented criteria, • Support structured review of DCF models, earnings models, sensitivity tables, valuation summaries, and investment memos, • Review investment research outputs for clarity, usefulness, accuracy, and decision relevance, • Evaluate risk analysis, downside scenarios, competitive dynamics, sector exposure, and market assumptions, • Support structured feedback on research quality, recommendation logic, and investment decision frameworks Strong candidates may have: • 4–8 years of experience in equity research, hedge funds, asset management, investment management, private wealth, family office investing, or related public markets roles, • Strong background in fundamental analysis, idea generation, valuation, financial modeling, and investment memo development, • Experience covering specific sectors, asset classes, geographies, or investment strategies, • Familiarity with tools such as Excel, Bloomberg, Capital IQ, FactSet, PitchBook, Koyfin, Refinitiv, company filings, earnings transcripts, or similar research platforms, • Comfort reading and preparing investment artifacts such as research reports, financial models, investment memos, valuation summaries, thesis notes, and risk assessments, • Strong written communication skills and ability to explain complex investment views clearly, • A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful, • CFA, MBA, CAIA, FRM, or equivalent investment research credential, • Experience with alternative data, systematic strategies, factor analysis, portfolio research, or data-driven investment workflows, • Prior exposure to AI, machine learning, automation, or research tooling in finance, • Experience mentoring junior analysts, reviewing investment work, or contributing senior domain judgment to research processes, • Apply buy-side investment research expertise to structured remote project work, • Contribute to high-quality investment thesis review, valuation assessment, and public markets research workflows, • Work on flexible, expert-level assignments aligned with your investment background, • Use your financial research judgment in a focused, detail-oriented research environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $130–$150 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in corporate development, strategic finance, M&A analysis, valuation modeling, investment analysis, diligence workflows, and structured transaction documentation. This role supports current and upcoming remote consulting opportunities focused on structured corporate finance review, transaction analysis, valuation assessment, diligence documentation, capital allocation review, and high-quality project execution. Selected professionals will apply their corporate development or strategic finance expertise to review realistic transaction scenarios, evaluate financial assumptions and documentation requirements, prepare structured written outputs, and support accurate, evidence-based finance workflow tasks. Key Responsibilities Professionals in this role may contribute to: M&A Analysis & Valuation Review • Review corporate finance scenarios involving comparable company analysis, precedent transactions, DCF valuation, LBO modeling, merger modeling, and valuation ranges, • Evaluate financial models against defined assumptions, peer sets, target outputs, return thresholds, and source materials, • Support structured review of comps tables, DCF models, LBO analyses, merger models, and transaction-related calculations, • Review diligence scenarios involving CIM extractions, synergy build-ups, transaction summaries, business data, and source-backed fact sets, • Evaluate diligence outputs against source documents, defined metrics, required fields, and documented transaction criteria, • Support structured review of transaction artifacts such as teasers, CIMs, diligence summaries, IC memos, board materials, and financial schedules, • Review strategic finance scenarios involving IRR, NPV, payback analysis, investment cases, capital allocation decisions, and scenario modeling, • Evaluate capital allocation outputs against specified assumptions, hurdle rates, financial metrics, and decision frameworks, • Support structured review of strategic finance materials, investment memos, scenario plans, and board-level financial summaries Strong candidates may have: • 3+ years of experience in investment banking, private equity, corporate development, strategic finance, FP&A, transaction advisory, venture capital, or related finance roles, • Experience with one or more areas such as LBO modeling, merger modeling, DCF valuation, comparable company analysis, precedent transactions, synergy analysis, diligence, IC memo drafting, or board memo preparation, • Familiarity with finance tools and workflows such as Excel-based financial modeling, CapIQ, PitchBook, FactSet, Bloomberg, PowerPoint, Google Sheets, or similar finance platforms, • Comfort reading and preparing transaction artifacts such as financial models, teasers, CIMs, IC memos, board memos, diligence summaries, valuation outputs, and capital allocation analyses, • Strong written communication skills and ability to explain finance reasoning clearly, • A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, or a related quantitative field is helpful, • Experience with M&A transactions, private equity diligence, corporate strategy, capital allocation, board materials, or investment committee workflows, • Strong financial modeling skills across DCF, LBO, merger models, comps, precedent transactions, IRR, NPV, payback, or scenario analysis, • Experience preparing or reviewing financial models, CIM summaries, teasers, IC memos, board decks, diligence trackers, or synergy analyses, • Familiarity with valuation databases, market research tools, financial reporting materials, or transaction execution workflows, • Apply corporate development and strategic finance expertise to structured remote project work, • Contribute to high-quality valuation review, transaction analysis, diligence assessment, and capital allocation documentation, • Work on flexible, project-based assignments aligned with your professional background, • Use your finance judgment in a focused, detail-oriented consulting environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $105–$145 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

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

Job Description Remote | Public Infrastructure Finance Model Reviewer — $190–$210/hour We are sharing a specialised part-time consulting opportunity for professionals experienced in U.S. water infrastructure, municipal finance, public sector capital planning, infrastructure funding, Excel-based financial modeling, and structured capex review. This role supports current and upcoming remote consulting opportunities focused on structured water and wastewater infrastructure review, municipal capital planning, federal funding analysis, state financing mechanisms, infrastructure model validation, and high-quality project execution. Selected professionals will apply their water infrastructure and municipal finance expertise to review complex financial models, evaluate assumptions, prepare structured feedback, and support accurate, evidence-based infrastructure planning workflows. Key Responsibilities Professionals in this role may contribute to: Water & Wastewater Capex Model Review • Review Excel-based financial models projecting U.S. water and wastewater capital expenditure across defined planning periods, • Evaluate model structure, linked sheets, formulas, scenario tabs, assumptions, and output logic, • Assess whether modeled capex projections reflect real-world water and wastewater infrastructure financing dynamics, • Review assumptions tied to federal water funding programs such as State Revolving Funds, WIFIA, IIJA allocations, and related supplemental funding streams, • Evaluate integration of state-level water financing mechanisms, bond issuance dynamics, municipal capital improvement plans, and utility-level planning inputs, • Cross-check infrastructure assumptions against EPA needs survey materials, funding flows, and state or municipal planning logic, • Review policy scenario modeling involving funding changes, allocation shifts, regulatory impacts, capital planning assumptions, and projected infrastructure investment needs, • Evaluate municipal CIP rollups, needs assessment extrapolations, capex timing assumptions, and policy-driven outputs, • Provide structured feedback on model accuracy, realism, sensitivity design, and public infrastructure planning logic Strong candidates may have: • 5+ years of experience in water infrastructure, wastewater infrastructure, municipal finance, public sector capital planning, infrastructure advisory, utility finance, or related public infrastructure roles, • Direct experience with municipal water or wastewater utilities, capital improvement planning, infrastructure investment analysis, state revolving funds, WIFIA, IIJA, or public finance mechanisms, • Strong familiarity with EPA needs surveys, water infrastructure funding flows, state-level financing programs, municipal bond issuance, and public utility capital planning, • Advanced Excel skills, including comfort auditing complex formulas, linked sheets, scenario models, assumptions tabs, and large-scale financial models, • Strong analytical judgment and ability to validate modeled outputs against real-world infrastructure financing assumptions, • A degree or professional background in finance, public finance, economics, public administration, civil engineering, environmental engineering, infrastructure planning, urban planning, accounting, or a related field is helpful, • Experience with municipal water or wastewater utilities, infrastructure advisory firms, public finance teams, state funding agencies, engineering consultancies, or public-sector capital planning groups, • Familiarity with SRF, WIFIA, IIJA, EPA CWNS, DWINSA, municipal CIP planning, revenue bonds, state financing authorities, or infrastructure policy scenarios, • Experience preparing or reviewing capex models, municipal finance models, infrastructure investment analyses, bond-related materials, funding scenarios, or public utility planning documents, • Strong comfort with Excel-based financial modeling, sensitivity analysis, assumption review, scenario planning, and model validation, • Apply water infrastructure and municipal finance expertise to structured remote consulting work, • Contribute to high-quality capex model review, infrastructure funding analysis, and public finance scenario assessment, • Work on a focused, high-impact project aligned with your public infrastructure background, • Use your municipal finance and capital planning judgment in a detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Short-term project-based engagement, typically lasting a few weeks depending on scope, • Competitive rates between $190–$210 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job DescriptionOverview Our client, a real estate investment firm, is seeking a strong Property Accounting Manager to join their team. Essential Duties • Oversee and process Accounts Payable/Receivable, • Perform Bank and account reconciliations, • Generate Profit and Loss statements on a monthly, quarterly, and annual basis., • Prepare and update financial statement forecasts and budgets., • Ensure accurate and timely monthly, quarterly, and year-end close and financial reporting in accordance with US GAAP., • Review daily list of revenue activity to ensure accountability of activity, adjustments, tax liability and general ledger coding and posting monthly into the GL., • Perform other duties as assigned by management. Qualifications • Bachelor’s Degree in Accounting, • 3+ years of relevant real estate accounting experience, • CPA highly preferred (or progress towards), • Strong attention to detail, • Experience with Microsoft Office

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.