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Associate, Royalty Data Analytics The Role: We are seeking a highly analytical, detail-oriented Associate, Data Analytics to join our growing investment platform. You will sit at the intersection of investments, data operations, royalties, and due diligence, helping HarbourView evaluate music catalogs and intellectual property assets for acquisition. This role is critical to the underwriting process and transforming complex royalty statements and fragmented datasets into investment-grade intelligence. If you thrive in a fast-paced environment where every deal is different, enjoy solving operational and analytical problems, and want direct exposure to investment decision-making, this role offers a unique opportunity to build expertise at the intersection of finance, entertainment, media and data. What you will do: Investment Pipeline Operations • Review incoming catalog datarooms and seller materials to assess data quality, completeness, and readiness for underwriting., • Manage the ingestion workflow from initial receipt through final analytical outputs, ensuring data is organized, documented, and delivered on time., • Coordinate with advisors, sellers, and internal stakeholders to resolve data issues, request missing information, and track active diligence items., • Maintain operational organization throughout the deal lifecycle, including workflow tracking, documentation, and status updates. Data & Royalty Analytics • Ingest, standardize, and validate music royalty statements across a variety of payors, formats, and reporting structures., • Perform QA and reconciliation procedures to ensure data accuracy and completeness., • Analyze earnings trends, title performance, concentration risk, payor exposure, territory exposure, and other key catalog characteristics., • Generate reports and supporting schedules used in underwriting, diligence, and investment committee discussions. Investment Support • Support investment professionals during the evaluation of prospective acquisitions., • Identify anomalies, risks, and opportunities within catalog datasets., • Assist in preparing pre-screen analyses and ad hoc diligence requests., • Conduct research and analysis on artists, catalogs, music rights, royalty streams, and industry trends. Process Improvement Contribute to the development and refinement of ingestion workflows, reporting tools, QA procedures, and operational best practices. You: Skills Required 5+ years of experience in Transaction Advisory, Financial Due Diligence, Valuation, Investment Banking, Asset Management, Data Analytics, Royalty Accounting, Consulting, or a similar analytical environment. • Strong Excel skills and comfort working with large datasets., • Exceptional attention to detail and organizational skills., • Strong written and verbal communication skills., • Ability to manage multiple priorities in a deadline-driven environment. Skills Preferred • SQL, Python or other analytical tools., • Experience with business intelligence tools – Google Suite preferred., • Experience working with financial, royalty, transaction, or operational datasets., • Knowledge of music royalties, music publishing, master recordings, or intellectual property assets., • Experience supporting diligence, underwriting, or investment processes. Attributes: The Problem Solver You enjoy untangling messy datasets, identifying root causes, and finding practical solutions. You are comfortable working with incomplete information and figuring things out independently. The Operator You are highly organized and process-oriented. You understand that great analysis starts with reliable data and strong operational execution. The Analyst You naturally connect data to business outcomes. You enjoy understanding what drives performance, where risks exist, and what information is most relevant to decision-makers. The Teammate You communicate clearly, escalate issues early, and work effectively across multiple stakeholders. You understand that investment decisions often require speed, collaboration, and accountability. The Learner You are intellectually curious and excited to learn about music rights, intellectual property investing, royalty economics, and alternative assets. About HarbourView Equity Partners Headquartered in Newark, NJ, HarbourView Equity Partners is a multi-strategy, global investment firm focused on investment opportunities in the entertainment, sports and media space. Founded by Sherrese Clarke, we are a platform that identifies and manages iconic intellectual property with long-duration revenue streams. We invest in content with an industrial platform built to protect, optimize and enhance the legacy of premium IP. Our mission is to support the purveyors of premium content by providing institutional capital to the stewards of global culture. We use a data-science-driven approach to evaluate esoteric assets that withstand the test of time. At HarbourView, we believe creators deserve a seat at the table, creatively and economically, to own their narrative and maximize value for all. Our Values Integrity. We require equity, authenticity, and radical transparency from our people which creates a virtuous circle of trust and enables our best ideas to prevail. Intellectual Curiosity. We challenge ourselves to defy conventional wisdom, emboldened by the curiosity of an unvarnished eye, allowing us to see opportunities that others do not yet see. We are bold enough to lead and have a track record of being first. Impact. Our people show up authentically, as they are, from various professional and personal journeys to drive differentiated outcomes for ourselves, our community and our investors. We come together to with a purpose to drive impact with every dollar invested.

We are hiring an experienced Accounting & Performance Support Analyst with 3–5 years of experience in Eagle STAR, Eagle PACE, investment accounting, and performance measurement. Strong SQL, production support, portfolio accounting, and reconciliation skills are required.

Business Systems Analyst Location: Newark, NJ - primarily on-site Salary: $85,000 - $100,000 + Progression Opportunities About the Opportunity A growing organization is looking for a Business Systems Analyst Lead to support the next stage of its technology journey. The business currently utilizes Dynamics 365 Customer Engagement (D365 CE) and the Microsoft Power Platform to support key operational processes and is planning future investment, including a migration to Dynamics 365 Business Central. This is an opportunity to take ownership of core business systems, drive process improvements, work closely with leadership, and play a key role in future transformation initiatives. The Role Acting as the link between business and technology teams, you'll work with stakeholders to identify improvement opportunities, optimize processes, and maximize the value of existing systems. You'll also collaborate with external partners on enhancements, integrations, and future projects while helping shape the organization's systems strategy. Key Responsibilities • Own and champion D365 CE and Power Platform solutions., • Lead and support business transformation initiatives., • Identify process improvements and automation opportunities., • Collaborate with external consultants and technology partners., • Support future Business Central migration activities., • Gather requirements and translate business needs into solutions., • Improve data quality, reporting, and operational efficiency., • Drive user adoption, training, and best practice usage., • Act as a key point of contact for business systems and technology projects. Requirements • Experience with Dynamics 365 Customer Engagement (D365 CE)., • Hands-on experience with Power Apps and Power Automate., • Strong business analysis and process improvement skills., • Ability to work with both business and technical stakeholders., • Experience supporting CRM/ERP projects, upgrades, or migrations., • Strong analytical, problem-solving, and communication skills., • Experience within manufacturing, distribution, supply chain, printing, or product-based businesses is advantageous. What's on Offer? • Join a business investing heavily in technology and transformation., • Influence future systems strategy and business processes., • Work directly with senior leadership., • Exposure to D365 CE, Power Platform, and Business Central projects., • Clear progression opportunities into leadership., • Collaborative environment where ideas can make an impact., • Competitive salary of $85,000 - $100,000. If you enjoy improving processes, leveraging technology, and driving meaningful business change, we'd love to hear from you.

Role Description This is a full-time, on-site role based in Summit, NJ, for a Investments Financial Planner, Portfolio Planning Specialist, Paraplanner Not an Analyst Role We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: (ALL REQUIRED) · Bachelor’s degree · 2 full years of consecutive work experience · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Able to uphold the firm’s purpose, vision, and values and has high ethical standards. Strong PLUS if you hold any of the below licenses /certifications: • Series 65, • Series 66, • Series 7, • CFP, • CHFC, • CFA Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Personable attitude and willingness to build relationships with Advisors. · Desire to learn a wide array of subject matter. · Self-starter with ability to work independently. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. · Willingness to take initiative and proactively follow up with clients without being asked. Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 -$75,000 based on experience and licenses, • This is an Exempt position., • Annual performance bonus target: 10%+ Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking, • *This role is an in-office position

Job Description: We are seeking a Lead Data Business Analyst / Data Product Manager with 10–15+ years of experience to drive modern data architecture and analytics initiatives for a top-tier investment management client. Sitting directly at the intersection of business strategy, investment domain expertise, and cloud data architecture, you will lead requirement gathering, data mapping, and functional design for enterprise data models. You will serve as the primary subject matter expert (SME) on BlackRock Aladdin and market data feeds, partnering with portfolio managers, risk teams, and data engineers to translate complex investment workflows into scalable cloud data structures. Key Responsibilities: • Business Analysis & Requirement Gathering: Lead cross-functional discovery with Portfolio Management, Risk, Operations, and Analytics teams. Draft comprehensive Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), Epics, and User Stories., • Data Mapping & Functional Modeling: Perform source-to-target data mapping (STM), gap analysis, and logical data modeling for investment datasets (fixed income, equities, derivatives, performance, and risk)., • Aladdin & Market Data Integration: Utilize BlackRock Aladdin (Aladdin Data Cloud, Explore, Security Reference Master) alongside vendor market data platforms (Bloomberg, Refinitiv, Morningstar) to define integration rules for enterprise pipelines., • Agile Product Ownership: Act as the Product Owner on data engineering delivery teams, driving sprint planning, backlog grooming, and technical acceptance for Snowflake data pipeline builds., • Data Quality & Governance: Document data dictionaries, business glossaries, and data lineage. Establish anomaly detection and data quality validation rules for upstream/downstream flows., • Downstream Analytics Consulting: Partner with BI/reporting teams to ensure data models accurately support business KPIs, executive dashboards (Power BI/Tableau), and regulatory/governance reporting. Key Qualifications & Skills • Experience: 15+ years of progressive experience in Data Business Analysis, Data Product Ownership, or Data Architecture within Investment Banking or Asset Management., • Aladdin Expertise (Mandatory): Deep, hands-on experience working with the BlackRock Aladdin platform (including Aladdin Data Cloud, Security Configuration Master, or ADAM)., • Market Data Expertise (Mandatory): Extensive background integrating third-party market data feeds (e.g., Bloomberg Data License, Refinitiv/LSEG, Morningstar, FIX/FPML) into enterprise data warehouses., • Data Mapping & Modeling: Strong expertise in Advanced SQL for data profiling, source-to-target mapping, ERD creation, and defining logical schemas (Star Schema, Kimball) for cloud warehouses like Snowflake., • Agile Delivery: Proven track record authoring BRDs, FRDs, epics, user stories, and managing backlog in Jira/Confluence., • Communication: Exceptional stakeholder management skills—ability to advise non-technical business leaders while effectively communicating technical specs to data engineers. Preferred Qualifications • Exposure to cloud platforms (Snowflake, AWS, Azure)., • Knowledge of quantitative methods (time-series analysis, regression, anomaly detection) for financial data validation., • Familiarity with BI visualization tools (Tableau, Power BI) WHY STRAIVE: Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT.

Title - Accounting & Performance Support Analyst (Eagel S/W) Location: Newark , NJ (Hybrid-3 days in a week) Work Type - Full Time , Hybrid (3 days from office in a week) Experience level- 3 to 5 years Skill required - multi-currency portfolio accounting, performance measurement, security master data,pricing, production support, SQL ,Eagle STAR and Eagle PACE, Asset Management,fixed income, equities, derivatives JOB DESCRIPTION We are seeking an experienced Eagle Accounting & Performance Support Analyst to provide application and operational support for the Eagle STAR and Eagle PACE platforms. This role will be responsible for maintaining the stability, accuracy, and effectiveness of portfolio accounting, performance measurement, security master data, and related investment operations processes. Eagle STAR and PACE are core platforms supporting multi-currency portfolio accounting, performance measurement, data management, and downstream integrations within PQS. Key Responsibilities: • Provide day-to-day production support for Eagle STAR and Eagle PACE., • Monitor and resolve accounting, performance, pricing, and data quality exceptions., • Support portfolio accounting, performance measurement, attribution, and benchmark processes. • Investigate and resolve reconciliation breaks involving positions, cash, and performance results. • Partner with Operations, Performance, Portfolio Management, Compliance, and Technology teams to troubleshoot issues and implement solutions. • Perform data analysis and root cause investigations using SQL and Eagle tools., • Support month-end, quarter-end, and year-end processing activities., • Coordinate with BNY Eagle support on vendor issues, upgrades, and enhancements., • Maintain operational procedures, support documentation, and knowledge-sharing materials. Required Qualifications • 3-5+ years of experience supporting Eagle STAR, Eagle PACE platforms., • Strong understanding of investment accounting and performance measurement concepts. • Experience with portfolio accounting, security master data, corporate actions, pricing, and reconciliation processes. • Strong SQL and data analysis skills., • Knowledge of Oracle or other relational databases., • Experience supporting production environments and critical business processes., • Excellent analytical, problem-solving, and communication skills., • Ability to work effectively with business and technology stakeholders across multiple functions. Preferred Qualifications • Experience in Asset Management or Institutional Investment Management., • Knowledge of fixed income, equities, derivatives, and multi-currency portfolios., • Prior experience with Eagle data warehouse, reporting, or integrated investment platforms. • Familiarity with investment operations, performance attribution, compliance, and risk management processes. Success Measures • Stable and reliable Eagle platform operations., • Timely resolution of production issues and exceptions., • Accurate accounting and performance results., • Successful delivery of business enhancements and platform improvements., • Strong partnership with business users, operations teams, and vendor support providers.

Job Description CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: The Data Center Finance team within FP&A works across Data Center Operations, Capacity Planning, Power & Sustainability, Real Estate, and Sales to support the planning, forecasting, reporting, and financial analysis behind CoreWeave's rapidly scaling data center operations. About the Role: CoreWeave is seeking a Senior Financial Analyst to join the Data Center Finance team. You will support the Data Center Finance Lead, Head of FP&A, and other stakeholders by analyzing and improving the core operational models and metrics used to scale the business. You will work cross-functionally with stakeholders at all levels of CoreWeave and frequently support executive-level decision-makers. • Data Center OpEx Planning & Forecasting: Lead the day-to-day execution of financial planning for the Data Center Finance team's operating expense (OpEx) and related cost portfolio, including lease costs, power, equipment financing, and other site operating costs., • Power Planning & Forecasting: Build and maintain forecasts for CoreWeave's global power footprint, including power deployment timing and alignment with capacity-planning timelines., • Budgeting & Variance Analysis: Drive monthly, quarterly, and annual budget reviews and variance analyses., • Decision Support & Insights: Provide actionable insights to senior leadership through dashboards and reporting., • Long-Range Planning & Scenario Modeling: Support long-range planning and scenario modeling for strategic operating and capacity decisions., • Financial Reporting: Analyze and present accurate, timely financial reports to senior management, ensuring consistency with company policies and established reporting standards., • Cross-Functional Partnership: Collaborate with Data Center Operations, Capacity Planning, Power & Sustainability, Real Estate, and Sales to develop and implement strategies that support business objectives and enhance financial performance., • Cost Optimization & Automation: Partner with cross-functional teams to identify cost-optimization opportunities across recurring data center expenses. Build and maintain automated, repeatable workflows for forecasting, reporting, reconciliations, and data preparation to improve speed, accuracy, scalability, and controls.Who You Are:, • 5+ years of experience in FP&A, corporate finance, investment banking, private equity, asset management, or a similar role., • Bachelor's degree in Finance, Accounting, Business, or a related field., • Demonstrated experience building large, complex financial or operational models., • Advanced proficiency in Microsoft Excel., • Experience with financial planning, budgeting, forecasting, variance analysis, and scenario modeling., • Experience analyzing and presenting financial reports to senior management.Preferred:, • Experience translating operational inputs into financial models, forecasts, and recommendations., • Knowledge of data center finance topics, including energy market dynamics, leasing structures, and cost-optimization strategies., • Familiarity with facilities engineering or critical-facility operations, including the repair and maintenance cost drivers associated with mechanical, electrical, and plumbing (MEP) infrastructure., • Experience with NetSuite., • Experience organizing operational data or automating recurring modeling and reporting processes. Wondering if you're a good fit? We believe in investing in our people and value candidates who bring unique backgrounds—even if you don't check every box. Here are a few qualities we've found make someone successful on our team. If some of this describes you, we'd love to talk. • You thrive in a fast-paced, ambiguous environment., • You're self-sufficient, intellectually curious, and motivated to learn independently., • You bring exceptional attention to detail and strong organizational skills., • You can manage multiple competing priorities and projects simultaneously., • You communicate clearly, solve complex problems, and build productive cross-functional relationships., • You can influence stakeholders through thoughtful analysis and recommendations. Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $108,000 to $143,000. The starting salary will be determined by job-related knowledge, skills, experience, and the market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings for full-time employees; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Investment Strategy & Advisory. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts.

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description About the Company & Project Our client is a leading global Consultancy renowned for delivering high-profile, complex, iconic, large-scale capital projects. We are currently seeking a dedicated and accomplished Grant Analyst for the Hudson Tunnel Project (HTP). This is a once in a lifetime opportunity to contribute to this landmark project that is poised to deliver transformative impacts across economic, transportation, and environmental sustainability. The busiest rail connection between New York, New Jersey, and the Northeast Corridor, the Hudson Tunnel Project will improve capacity, reliability, and resiliency of commuter and intercity rail transit serving 800,000 daily passengers from Washington, D.C. to New York and New England. This is a milestone project that is slated to receive nearly $12 billion in federal funding, the largest investment in a mass transit project in modern history. As the Grant Analyst, you will play a pivotal role in the delivery of this significant project. This is a fantastic opportunity to be part of a mission that aligns with our client's purpose: to create responsible places that bring transformative impact to their people, communities, and societies. Responsibilities • Research grant opportunities, prepare grant applications, and manage the grant award process for the federally funded tunnel project., • Ensure compliance with grant requirements, regulations, and reporting obligations throughout the project lifecycle., • Monitor grant budgets, expenditures, and financial performance to ensure alignment with grant guidelines and project goals., • Collaborate with project managers, finance teams, and grant administrators to streamline grant processes and maximize funding utilization., • Prepare accurate and timely grant reports, financial statements, and documentation for submission to funding agencies., • Conduct financial analysis, grant forecasting, and risk assessment to optimize grant funding and budget management., • Coordinate with auditors, grantors, and internal stakeholders to facilitate grant audits and ensure transparency and accountability in grant-related activities., • Stay informed about federal grant regulations, funding trends, and compliance requirements to guide decision-making and strategy. Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, or related field; Master's degree is a plus., • Proven experience in grant management, financial analysis, or related roles, preferably in federally funded projects., • Strong knowledge of federal grant regulations, compliance standards, and reporting requirements., • Excellent analytical, problem-solving, and financial management skills., • Proficiency in financial software, grant management systems, and Microsoft Excel., • Communication, teamwork, and project management abilities The estimated starting salary for this position is $140k. Starting salary may vary based on permissible, non-discriminatory factors such as experience, skills and qualifications. This is an excellent opportunity for a Grant Analyst looking to work on the most challenging, high-profile and innovative projects. If you're an ambitious professional who thrives in a client-facing role and enjoys delivering solutions that drive project success, we encourage you to apply. Why this is a Great Opportunity • Full-time position with competitive compensation, • Opportunity to work in a client-facing role delivering significant and impactful capital projects., • Collaborative and supportive work environment with the opportunity for growth in your career, • Comprehensive benefits package including medical, dental, vision, life insurance, accidental death and dismemberment, disability Insurance, 401(k). Platinum Global Talent Solutions is committed to providing equal employment opportunities to all qualified individuals. We refer candidates based on their qualifications and experience, without regard to race, color, religion, national origin, sex, age, disability, veteran status, or any other legally protected status.

Job Description This job is hybrid in Richmond, VA. Do not submit your resume if you can't work on-site in Richmond, VA Our client has an opening for a System Analyst (806542) This position is up to 12 months with the option of extension. The client is located in Richmond, VA Please send rate and resume. Bachelors degree Required 4 Years Experience in business analysis, requirements gathering, document/data lifecycle management, and process improvement. Required 7 Years Experience supporting ECM strategies and enterprise data practices in a government, investment or financial services environment. Required 3 Years Excellent critical thinking and problem-solving skills with strong attention to detail. Required Proven experience creating clear, structured technical documentation (e.g., requirements, process maps, data and document flows). Required Strong verbal and written communication skills with the ability to translate complex concepts into clear business terms. Required Demonstrated ability to collaborate effectively in a cross-functional team environment Required Demonstrated ability to work independently and proactively identify and address areas needing attention or improvement. Required Familiarity with process automation tools used to improve efficiency and reduce manual effort. Highly desired Experience working with reporting tools and dashboards to support business insights and decision-making. Highly desired Understanding of investment, financial services, or a related business environment. Highly desired

Job Description Position: IT Analyst Reports to: Director, Infrastructure Department: Infrastructure Location: Summit, NJ Position Type: In Person Classification: Full-Time; Exempt (Salary) Summary / Job Objective: The IT Analyst provides rapid, first-contact resolution for technical requests received via phone and email. In this role, you will diagnose hardware and software issues, escalate complex cases when necessary, and proactively identify trends to eliminate recurring problems. Responsibilities include configuring desktops and laptops, testing applications, and contributing to our internal knowledge base to improve team efficiency. Primary Responsibilities: • Technical Support: Perform on-site and remote diagnosis and resolution of hardware/software problems for end users., • Network & Systems: Execute scheduled maintenance, repairs, and new installations of network equipment. Troubleshoot Windows and MacOS clients and servers., • Security: Monitor security protocols, Audit security measures in the environment, document issues and solutions as required for SOC2 and industry compliance., • Data & Inventory: Maintain fixed asset inventory records and ensure system uptime for information architectures., • Proactive Strategy: Recommend hardware and software technologies that assist the business and propose alternative methods for information processing., • Training & Documentation: Train staff on IT hardware and software infrastructure. Document technical processes, procedures, and results., • Vendor Relations: Serve as a point of contact for IT vendors and service providers regarding hardware, licensing, and connectivity., • AI Leverage: Utilize AI tools to accelerate technical troubleshooting, automate routine scripting, and streamline documentation creation., • Additional tasks as assigned. Qualifications: • 2+ years of direct IT / Help Desk experience., • Familiarity with Active Directory, Ubiquiti networking equipment, Google Workspace. Ability to install, configure, and troubleshoot Windows and MacOS clients., • Proficiency in utilizing AI productivity tools to enhance troubleshooting and improve efficiency., • Associate’s Degree or higher preferred., • Ability to lift up to 50lbs for equipment setup; must have a valid driver’s license and good driving record to support remote locations. Core Competencies: • Communication: Translates complex technical information into actionable business language, both verbally and in writing., • Agility: Prioritizes and multitasks in fast-paced settings, adjusting quickly to shifting priorities and evolving technologies., • Initiative: An entrepreneurial self-starter who operates independently to exceed goals., • Discretion: Proven ability to handle sensitive and confidential information with professionalism., • Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals., • Analysis: Leverages analytical skills to identify challenges and generate innovative solutions., • Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships., • Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks. Essential Job Functions: • Communicate and exchange accurate information clearly with peers, leadership, and external partners., • Collaborate closely with colleagues and external parties to achieve project goals., • Operate computers and standard office equipment on a constant basis., • Assist clients and colleagues via telephone, email, and in-person., • Occasional evening or weekend work required based on project deadlines or business necessity., • Maintain a stationary position for extended periods and perform repetitive motions involving wrists, hands, and fingers. Travel Requirements: Occasional: (Overnight trips, roughly 1-2 times per month) Business Hours: Flexible Schedule: Monday-Friday, 8:00am-5:00pm with a 60 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met. Compensation & Benefits: Compensation (based on experience) • Base Salary: $55,000-$65,000 annually, • This is an Exempt position, • Annual Performance Bonus Target: 5% Benefits • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off, • Paid Parking, if applicable Location: 475 Springfield Ave., Summit NJ 07901 *This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job description: About the Company & Project Our client is a leading global Consultancy renowned for delivering high-profile, complex, iconic, large-scale capital projects. We are currently seeking a dedicated and accomplished Grant Compliance Manager for the Hudson Tunnel Project (HTP). This is a once in a lifetime opportunity to contribute to this landmark project that is poised to deliver transformative impacts across economic, transportation, and environmental sustainability. The busiest rail connection between New York, New Jersey, and the Northeast Corridor, the Hudson Tunnel Project will improve capacity, reliability, and resiliency of commuter and intercity rail transit serving 800,000 daily passengers from Washington, D.C. to New York and New England. This is a milestone project that is slated to receive nearly $12 billion in federal funding, the largest investment in a mass transit project in modern history. The Grant Compliance Manager will lead strategy and oversee responsiveness in support of communications with the Federal Transit Administration (FTA), Federal Railroad Administration (FRA), and their Project Management Oversight Contractors (PMOC) (collectively, the federal grantors). Serving as a central liaison across departments, the Grant Compliance Manager will develop and deliver proactive messaging that demonstrates governance, control processes, and risk management practices related to project scope, schedule, budget, and construction execution. The Grant Compliance Manager will anticipate and identify areas of interest to federal grantors, shaping briefing and engagement strategies that effectively address emerging issues and information needs. In partnership with key leadership, the role will drive a proactive communications approach through coordinated meetings, reports, presentations, briefing materials, and formal document submissions, ensuring consistency, transparency, and alignment in all external messaging. The Grant Compliance Manager will remain informed of oversight priorities, technical trends, and evolving areas of focus among federal grantors, and monitoring changes over time. Working collaboratively across Grants Administration, Project Controls, technical subject matter experts, and senior leadership, the Grant Compliance Manager will promote accountability, visibility, and effective communication throughout the project lifecycle. Responsibilities Strategic Messaging Lead in its response to any technical reports issued by federal grantors to ensure data accuracy and ensure messaging stems from a single source of truth. Identify key risk ideas that are of interest to federal grantors and pro-actively develop a briefing schedule to keep them abreast of project changes. Request for Information Management Serve as the primary liaison with the Federal Railroad Administration (FRA), Federal Transit Administration (FTA), and Program Management Oversight Consultant (PMOC) to ensure comprehensive and accurate project updates are provided. Lead the management of federal partner requests, comments, action items, and related correspondence, including matters received from the FTA, FRA and the PMOC. Oversee the end-to-end request management process, including logging, assignment, coordination, tracking, escalation, internal review, approval, and submission of responses. Serve as a key point of coordination between Grants Administration, Project Controls, project management, technical teams, and federal oversight partners to ensure requests are appropriately understood, actioned, and resolved. Lead program and project meetings by preparing materials, documenting outcomes, and ensuring compliance with federal oversight requirements. Monitor outstanding requests, action items, and commitments and identify issues that may affect project delivery, federal funding, compliance, or the project's ability to meet established cost and schedule objectives. Escalate unresolved issues, emerging risks, and requests requiring leadership intervention and provide management with clear summaries of the issue, status, dependencies, and required action. Analyze federal partner requests and project information to identify trends, recurring issues, potential risks, and opportunities for improved project delivery or grant administration. Prepare and oversee dashboards, status reports, open-item reports, and other management-level reporting related to federal partner requests, grant requirements, and project delivery. Grant Reporting Collect, analyze, and synthesize project data from various sources to produce meaningful insights, trends, and forecasts that support project management decisions and strategic planning. Collaborate with project managers, engineers, estimators, and other team members to validate data accuracy, resolve discrepancies, and provide actionable recommendations for improving project performance and efficiency. Support grant administration activities, including completion, collection, and organization of quarterly and/or monthly reporting. Perform other grant administration, project controls coordination, compliance, and special projects as assigned based on organizational needs. Qualifications: Bachelor's degree in Public Administration, Finance, Business Administration, Engineering or related field. 5+ years of experience in grant compliance, administration, or management for large infrastructure or transportation projects. Understanding of project controls, scheduling, construction methods, and risk management. Demonstrated understanding of cost, schedule, scope, risk, change management, procurement, and project delivery within a complex capital program environment. Experience working with project controls teams and interpreting project cost, schedule, and scope information. Ability to translate technical project information into clear, concise responses for federal partners, senior leadership, and non-technical stakeholders. Proven experience as a manager, data analyst, or similar role in the construction or infrastructure sector, with a focus on project reporting and analysis. Strong proficiency in data analysis tools such as Excel, Power BI, or similar platforms for data visualization and reporting. In-depth knowledge of FTA PMOC Oversight Procedures. Strong organizational, analytical, and communication skills. Proficiency with project management information systems (PMIS), financial reporting tools, and Microsoft Office Suite. Ability to work collaboratively with multidisciplinary teams and external agencies. Preferred Skills Understanding of project controls, scheduling, construction methods, and risk management. Experience with federally funded projects and public sector grant management. Why is This a Great Opportunity: The estimated starting salary for this position is $170,000. Starting salary may vary based on permissible, non-discriminatory factors such as experience, skills and qualifications. This is an excellent opportunity for a Grant Compliance Manager looking to work on the most challenging, high-profile and innovative projects. If you're an ambitious professional who thrives in a client-facing role and enjoys delivering solutions that drive project success, we encourage you to apply. Why this is a Great Opportunity Full-time position with competitive compensation Opportunity to work in a client-facing role delivering significant and impactful capital projects. Collaborative and supportive work environment with the opportunity for growth in your career * Comprehensive benefits package including medical, dental, vision, life insurance, accidental death and dismemberment, disability Insurance, 401(k). Salary Type : Annual Salary Salary Min : $ 170000 Salary Max : $ 200000 Currency Type : USD by Jobble

Accounting & Performance Support Analyst. Eagle STAR, Eagle PACE, investment accounting, and performance measurement.

Our client, a well-known Investment Bank in Jersey City, NJ, is looking to add an AML Compliance Analyst to their team. Responsibilities of this position include running activity searches, reviewing AML Sanctions Alerts, and conducting ongoing transaction monitoring. The ideal candidate will come wi

Job Title: Data Analyst With Financial Background.Location : Jersey City, NJ-Hybrid.Duration : Long Term Contract-W2.Systems Technical Analyst, Data Analyst, or Integration Analyst—specifically within Financial Services, Investment Management, or Private Banking.SQL Proficiency: Hands-on ability t

Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management. Senior Systems Technical Analyst (Integration Focus). We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integ

As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

Market Risk Business Analyst Location: Jersey City, NJ Duration: 18-Month Contract Level: Mid-Senior Level Position Overview We are looking for a Market Risk Business Analyst to support ongoing initiatives within the Market Risk organization. The ideal candidate will have strong Technology Business Analyst experience, Market Risk knowledge, and experience with investment reporting, VaR, SQL, and Excel. Responsibilities • Gather, document, and analyze business and technical requirements., • Support ongoing Market Risk and investment reporting initiatives., • Work with Market Risk stakeholders to understand business needs and reporting requirements., • Analyze Market Risk data, including VaR, risk limits, interest rates, and related risk metrics., • Write and analyze SQL queries, including joins, tables, and data validation., • Perform data analysis and reconciliation using SQL and Excel., • Translate business requirements into clear functional and technical requirements., • Work with technology teams to support system and reporting enhancements., • Assist with testing, data validation, and issue resolution., • Create and maintain requirements, process documentation, and test cases., • Communicate effectively with business and technology stakeholders. Required Qualifications • Mid-to-senior level Business Analyst / Technology Business Analyst experience., • Strong Market Risk knowledge, including:, • Market Risk limits, • Interest rates, • Value at Risk (VaR), • General Market Risk terminology, • Investment reporting experience., • Strong SQL skills, including queries, joins, tables, and data analysis., • Excellent Excel skills., • Strong analytical and problem-solving skills., • Excellent written and verbal communication skills., • Experience working with business and technology teams in a financial services environment., • Ability to translate business requirements into clear technical requirements.

Title - Accounting & Performance Support Analyst (Eagel S/W) Location: Newark , NJ (Hybrid-3 days in a week) Work Type - Full Time , Hybrid (3 days from office in a week) Experience level- 3 to 5 years Skill required - multi-currency portfolio accounting, performance measurement, security master data,pricing, production support, SQL ,Eagle STAR and Eagle PACE, Asset Management,fixed income, equities, derivatives JOB DESCRIPTION We are seeking an experienced Eagle Accounting & Performance Support Analyst to provide application and operational support for the Eagle STAR and Eagle PACE platforms. This role will be responsible for maintaining the stability, accuracy, and effectiveness of portfolio accounting, performance measurement, security master data, and related investment operations processes. Eagle STAR and PACE are core platforms supporting multi-currency portfolio accounting, performance measurement, data management, and downstream integrations within PQS. Key Responsibilities: • Provide day-to-day production support for Eagle STAR and Eagle PACE., • Monitor and resolve accounting, performance, pricing, and data quality exceptions., • Support portfolio accounting, performance measurement, attribution, and benchmark processes. • Investigate and resolve reconciliation breaks involving positions, cash, and performance results. • Partner with Operations, Performance, Portfolio Management, Compliance, and Technology teams to troubleshoot issues and implement solutions. • Perform data analysis and root cause investigations using SQL and Eagle tools., • Support month-end, quarter-end, and year-end processing activities., • Coordinate with BNY Eagle support on vendor issues, upgrades, and enhancements., • Maintain operational procedures, support documentation, and knowledge-sharing materials. Required Qualifications • 3-5+ years of experience supporting Eagle STAR, Eagle PACE platforms., • Strong understanding of investment accounting and performance measurement concepts. • Experience with portfolio accounting, security master data, corporate actions, pricing, and reconciliation processes. • Strong SQL and data analysis skills., • Knowledge of Oracle or other relational databases., • Experience supporting production environments and critical business processes., • Excellent analytical, problem-solving, and communication skills., • Ability to work effectively with business and technology stakeholders across multiple functions. Preferred Qualifications • Experience in Asset Management or Institutional Investment Management., • Knowledge of fixed income, equities, derivatives, and multi-currency portfolios., • Prior experience with Eagle data warehouse, reporting, or integrated investment platforms. • Familiarity with investment operations, performance attribution, compliance, and risk management processes. Success Measures • Stable and reliable Eagle platform operations., • Timely resolution of production issues and exceptions., • Accurate accounting and performance results., • Successful delivery of business enhancements and platform improvements., • Strong partnership with business users, operations teams, and vendor support providers.

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. The Strategic Finance Analyst, Workforce Planning, working in collaboration with and in support of the firm's strategic initiatives, is part of the Financial Planning & Analysis ("FP&A") Strategic Finance team, focusing on developing robust multi-year workforce financial models and enabling advanced financial analysis and reporting, specifically focused on workforce planning, capacity management and leverage modeling. This position will coordinate across the revenue and expense FP&A teams, accounting, HR business partners, and practice groups to deliver actionable insights that drive growth, profitability, staffing, budgeting and operational efficiency. The Strategic Finance Analyst will be expected to present and discuss analysis to FP&A leaders. The analysis will be part of Finance's ability to directly inform strategic decisions and support the firm's profitability initiatives. This position can sit in our New York, Baltimore, Short Hills, or Reston office and offers a hybrid work schedule. • Assist in developing and maintaining workforce models across the practice groups and business lines., • Conduct analytics including return on investment (ROI) and margin., • Support multi-year financial forecasts and scenario modeling., • Collaborate with FP&A, finance data analytics, HR business partners and business units to model growth opportunities and cost optimization strategies., • Perform financial analysis to support capacity modeling and resource allocation at the subgroup, practice group and vertical levels., • Contribute to the preparation of executive-level presentations and reports., • Able to present and discuss analysis to Finance leadership., • Utilize financial tools and systems to improve budgeting, forecasting accuracy, delivery and decision-making., • Leverage Excel, Power BI, and Power Query to independently create dynamic reports, analyze and visualize data and metrics., • Participate in future efforts to implement a workforce planning module., • Apply AI tools including Microsoft Copilot to streamline modeling workflows, audit modeling mechanics, automate data preparation, and enhance presentations., • Maintain the highest level of integrity with sensitive data and design processes and reporting to ensure privacy., • Perform other duties as assigned. Exposure to financial planning systems and ERP tools preferred. Experience with SQL, Python and / or Microsoft Copilot (and Agents) preferred. Prior experience in legal industry or professional services preferred. Strong analytical and quantitative skills. Proficiency in Microsoft Excel and Power BI, including advanced financial modeling, and dashboard creation. Excellent verbal and written communication skills. Ability to manage multiple tasks and meet deadlines. Collaborative, agile and curious mindset with an eagerness to learn. Some travel requirements: about 10% (Short Hills primary office with occasional travel to Reston, VA or New York City offices as requested). • Bachelor's Degree in Finance, Accounting, Economics, or related field., • Master's Degree in Finance, Finance Analytics, Financial Engineering or in a relevant discipline, such as Statistics or Engineering., • CFA Level I or FMVA certification preferred., • 2 years of experience in Finance, FP&A, or HR Analytics., • Communicate effectively, both verbally and in writing, with clients, lawyers, business professionals, and external audiences., • Produce high-quality work and respond to correspondence in an efficient, timely, and professional manner., • Meet deadlines, manage competing priorities, and commit to meeting high standards., • Comply with firm policies and procedures., • Maintain confidences as required in a law firm environment. Sedentary work: This is primarily sedentary work, requiring occasional exertion of up to 10 pounds of force to lift, carry, push, pull, or move objects. The role involves sitting for extended periods, with occasional walking and standing, and occasional travel, both domestic and international. The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm's discretion in the future. The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment. Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact careers@us.dlapiper.com. Agency applications will not be considered. No immigration sponsorship is available for this position. The firm's expected hiring range for this position is $85,000 - $123,000 per year depending on the candidate's geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law. DLA Piper 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.

Delta Capita is seeking an experienced Business Analyst to support a strategic transformation programme within a leading Investment Banking client. This role will focus on improving operational efficiency, strengthening controls, enhancing margin call and payment accuracy, and driving sustainable process improvements across Operations teams. The successful candidate will work closely with Operations, Business, Risk, Controls and Change stakeholders to analyse current-state processes, identify control gaps, design future-state operating models and deliver operational transformation initiatives. This is not a Technology BA, PMO, Regulatory Reporting or Product Owner role. We are specifically seeking candidates with hands-on experience delivering change within Investment Banking Operations environments. • Conduct current-state process assessments and end-to-end process mapping, • Identify operational inefficiencies, process bottlenecks and control weaknesses, • Design target-state operating models, workflows and control frameworks, • Document business requirements, operating procedures, controls and process flows, • Lead workshops with Operations, Business, Risk and Change stakeholders, • Perform root cause analysis and gap assessments, • Support implementation of process improvements and operational control enhancements, • Define and track remediation actions to completion, • Drive stakeholder engagement across multiple business areas, • Support testing, implementation readiness and change adoption activities, • Produce high-quality documentation including process maps, operating models, requirements and governance materials, • 5-8 years' experience within Financial Services, • Experience in Banking Middle Office Operations (settlements, margin, payments), • Strong Business Analysis experience within Investment Banking or Capital Markets, • Proven experience delivering Operations Change and Process Improvement initiatives, • Experience conducting current-state and future-state process analysis, • Strong process mapping and workflow design experience, • Understanding of operational controls, governance and risk frameworks, • Experience working with senior stakeholders across Operations, Business and Change functions, • Strong documentation, communication and facilitation skills Preferred Domain Experience • Margin Operations, • Collateral Management, • Trade Operations, • Middle Office, • Payments, • Settlements, • Asset Servicing, • Securities Operations, • Prime Brokerage Operations, • Capital Markets Operations, • Corporate Actions Ideal Candidate Profile We are particularly interested in candidates who have: • Delivered operational transformation programmes, • Redesigned operating models and business processes, • Improved controls and governance frameworks, • Led remediation and process optimisation initiatives, • Worked closely with Operations teams within Investment Banking environments, • Strong stakeholder management and workshop facilitation skills Salary Range: $100,000-$125,000 (dependent on experience) Success Profile The successful candidate will combine strong Business Analysis capability with a deep understanding of Investment Banking Operations and will be comfortable challenging existing processes, designing improved operating models and driving meaningful operational change. How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you. For this role a valid work authorization for the US is mandatory. Who We Are: Delta Capita Group is a global managed services, consulting and technology solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services. Managed Services Resource Augmentation Consulting Technology To know more about Delta Capita and our culture click here: Working at DC - Delta Capita.

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What You Will Do As an Analyst on the PGIM Fixed Income Bond Operations team, you will provide middle-office operational support across the global fixed income trade lifecycle. You will serve as a member of the Global Confirmations and Settlements team, helping maintain a strong control environment while supporting accurate and timely trade matching, confirmation, and settlement. You will partner closely with internal teams, custodian banks, broker-dealers, and other external counterparties. In this role, you will build knowledge of fixed income products, international markets, global depositories, settlement practices, and the operational risks and controls that support the business. This position is based in our office in Newark, NJ and will follow a hybrid schedule. Our organization follows a hybrid work structure (3 days in office) where employees can work remotely and from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration. What You Can Expect • Provide daily operational and technical support for Global Confirmations and Settlements activity., • Facilitate trade flow by ensuring transactions are matched on industry confirmation platforms, confirmed in internal trade systems, and settled in the market., • Monitor daily trade-status reporting, including prematching, settlement exceptions, and failed trades., • Research and resolve trade discrepancies, settlement fails, and claims in partnership with internal teams, custodians, and counterparties., • Serve as a key liaison between the operations team and external custodian banks, broker-dealers, and other market participants., • Support settlement activity across U.S. and international depositories, including DTCC, the Federal Reserve, Euroclear, Clearstream, and local market infrastructures., • Identify and escalate issues that may affect the operational support of global and emerging-market products, and take timely action to reduce risk., • Analyze activity and key operational metrics to identify trends, control gaps, and opportunities for improvement., • Maintain departmental policies, procedures, and operating guidelines., • Support local projects, system enhancements, and process-improvement initiatives that strengthen controls, reduce risk, and improve efficiency., • Provide timely resolution of operational issues raised by critical business partners and communicate status clearly through closure., • Build effective internal and external relationships to help ensure appropriate service levels for supported funds and portfolios., • Stay current on industry initiatives, market developments, and settlement trends that may affect the operating model or create opportunities for improvement What You Will Bring • Bachelor's degree or equivalent professional experience. 1 to 3 years of experience in middle-office operations, trade support, or financial-services operations preferred., • Experience with trade confirmations and settlements strongly preferred. Working knowledge of global markets and the end-to-end trade lifecycle., • Proficiency in Microsoft Excel, including VLOOKUPs and PivotTables; experience developing macros is a plus., • Strong analytical, research, and problem-solving skills, with an ability to identify root causes and drive issues to resolution., • Strong written and verbal communication skills and the ability to collaborate effectively with internal and external partners., • Ability to take ownership of assigned responsibilities, manage multiple priorities, and meet deadlines in a fast-paced environment., • Ability to balance daily production responsibilities with project and process-improvement work., • Understanding of operational risk, business controls, and the importance of accurate and timely processing., • Learning agility and an interest in developing knowledge across a broad range of fixed income products, markets, and operating processes. What Will Set You Apart? • Familiarity with DTCC CTM, SWIFT, Bloomberg, or comparable trade-matching, messaging, and market-data platforms., • Experience supporting international settlements through DTCC, the Federal Reserve, Euroclear, Clearstream, or local-market depositories., • Exposure to emerging markets, global fixed income products, settlement-fail management, claims processing, or operational metrics and reporting., • Experience contributing to automation, system enhancements, or control-focused process improvements. *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from 65,000 to $75,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. • Market competitive base salaries, with a yearly bonus potential at every level., • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave., • 401(k) plan with company match (up to 4%)., • Company-funded pension plan., • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs., • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development., • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs., • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period). Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

PGIM Front Office Investment Solutions Business Systems Analyst. We are looking for a highly analytical and technically savvy Business Systems Analyst to help drive the evolution of Peregrine, our front-office investment platform, and Merlin, our next-generation AI ecosystem powering investment rese

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In this role, you'll play a key part in supporting PGIM's Alternative Investment Operations platform, providing operational oversight across Asset Based Finance (ABF) and Residential Mortgage Whole Loan strategies. Bachelors Degree in Finance, Accounting, Business, or related discipline preferred. E

We are seeking a highly experienced Business Analyst with strong Charles River Development (CRD) expertise to support front-office investment management platforms. Act as a Business Analyst for Charles River Development (CRD) platform initiatives. Business Analyst in Investment Management / Asset Ma

Analyst, PGIM Fixed Income Bond Operations. As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing worl

What you can expectPartner closely with investment professionals, product owners, designers, and engineering teams to deliver modern front-office investment solutionsHelp shape and enhance AI-powered workflows across research, portfolio management, analytics, and client solutionsGather, analyze, and

As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. To find out more about our Total Rewards p

We are looking to add an Investment Analyst to the team, ideally with approximately 2-4 years of experience conducting fundamental research on publicly traded companies. We are a family office that invests in long-term compounders: high-quality public companies with durable competitive advantages, a

As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect delivera

Candidates coming from an institutional investment background may be considered, but they need to have direct experience working with advisors, financial planners, or high-net-worth clients. This person will be involved in investment research, portfolio construction, financial planning, client meeti

As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect delivera

Explain investment and planning concepts clearly to advisors, clients, and internal staff. Strong investment analysis and portfolio construction experience. Someone who knows how to look beyond historical returns and evaluate investments based on risk, volatility, downside performance, and overall p

As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect delivera

They are looking for an experienced investment and financial planning professional who can step into a broad, hands-on role. This person will be involved in investment research, portfolio construction, financial planning, client meeting preparation, and oversight of the day-to-day work being handled

We are looking to add an Investment Analyst to the team, ideally with approximately 2-4 years of experience conducting fundamental research on publicly traded companies. We are a family office that invests in long-term compounders: high-quality public companies with durable competitive advantages, a

As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect delivera