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Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We're hiring a Senior Data Scientist to join our high-performing Advanced Analytics team, embedded within the Specialty Care group. This role will lead technical innovation to drive targeted outreach and scale Specialty Care utilization, leveraging diverse and novel data sources in close partnership with product, design, and engineering. The ideal candidate will thrive in ambiguity, bring strong analytical expertise, and drive rapid experimentation to surface actionable strategies that improve Specialty Care member engagement and health outcomes. This is a full-time, remote-eligible position, reporting into the Associate Director of Data Science under the CFO. What you'll do: • Lead Analytical Strategy for Specialty Care: Own the end-to-end analytical strategy to increase Specialty Care utilization. You will develop and apply advanced methods, including AI, predictive modeling, classification, and clustering, to identify and segment at-risk members for high-acuity conditions. Your work will directly influence product strategy, de-risk new initiatives, and drive measurable business outcomes., • Drive Rapid Experimentation and Outreach: Design and execute a rapid experimentation roadmap to test, validate, and scale targeted member outreach strategies. Some projects will require quasi-experimental approaches to measuring impact. You will analyze results to provide clear recommendations on which initiatives to pursue, shaping the core of the pod's data-driven approach., • Act as an Embedded Technical Leader: Serve as the dedicated data science lead within the Specialty Care product pod, partnering closely with product management and design to influence the team's roadmap, define success metrics, and ensure strategic decisions are grounded in rigorous analysis., • Incremental increase to Speciality Care utilization, • Number of at-risk members identified, • 5+ years of professional data science experience, • Hands-on experience with experimentation, hypothesis testing, and quasi-experimental methods., • Proficiency with SQL and Python, • Experience with data modeling via dbt or similar tools, • Experience working with data visualization and BI tools (e.g., Looker, Hex), • Facility with a product development process in the context of a software product, • Excellent verbal and written communication skills to guide and make recommendations to business partners, • Proven ability to incorporate AI as a tool to solve complex business problems; including experience with prompt engineering for LLMs, using AI for code optimization and documentation, and establishing best practices for using these tools across teams., • Proven ability to proactively manage your own priorities and dependencies in alignment with cross-functional dependencies and business impact in a fast-paced environment, • Proven success at navigating ambiguous problem areas and learning new approaches, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Position: Senior Data Manager, Justice & Opportunity Reports to: Associate Vice President, Operations & Program Compliance Organization Summary United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Position Overview: The Senior Data Manager, Justice & Opportunity supports research, data analysis, data management and reporting for UWNYC’s Justice & Opportunity unit. This role supports the implementation of criminal justice initiatives within the Justice & Opportunity unit, as UWNYC partners with the Mayor’s Office of Neighborhood Safety to administer a significant portfolio of justice and neighborhood safety initiatives. In addition to coordinating with ONS and other UWNYC program partners the Senior Data Manager will manage programmatic data, including but not limited to, individual-level data (e.g., referrals, outreach, program participation, program-level outcomes, etc.), data on subcontractor performance, and data on capacity building efforts. The Senior Data Manager’s responsibilities will include: (a) managing data collection, systems, and storage to ensure data availability, security, and integrity; (b) conducting research and analysis to support evaluation of initiatives within the Justice & Opportunity unit; (c) developing analyses, presentations, and reports to support strategic decision-making across the unit and within UWNYC. Primary Responsibilities: Manage data collection, systems, and storage to ensure data availability, security, and integrity: • Develop a data collection framework and approach, including defining performance measures, data sources, and creating data collection tools in alignment with the Results-Based Accountability approach., • In partnership with the UWNYC Information Technology team, develop and maintain data systems and processes to capture quantitative and qualitative data to track progress., • Conduct data cleaning and quality control to remove errors and ensure data integrity., • Collaborate with legal team to support development of data sharing agreements with external partners; provide support to external partners to share data securely and in accordance with the agreements., • Ensure that data is stored securely on UWNYC’s servers, and that proper procedures are in place to comply with regulations concerning confidential data., • Develop and monitor performance and quality improvement plans to identify needed improvements to data collection systems and reports., • Manage relationships with external data providers to ensure timely access to relevant data., • Co-facilitate Data Quality Trainings on a regular basis with CBO partners., • Drive the work with External consultants to ensure compliance with scope as it relates to their work as Lead Data Analyst., • Participate on the internal Data in Service of Equity team to strengthen UWNYC’s data practices, adopt Results-Based Accountability, and ensure that data and evaluation practices integrate equity principles., • Lead the process in ensuring that the CSS and Care4 speak with the AED and work with consultants to ensure that information flows back and forth between the systems., • Act as liaison between CBOs and BTH, and Model Developers to troubleshoot issues that arise with the AED., • With data consultant, co-lead the AED integration project to ensure one AED for all of Atlas Conduct research & analysis to support evaluation of initiatives within the Justice & Opportunity Unit: • Analyze qualitative and quantitative data to provide regular insights about the outcomes of UWNYC’s Justice & Opportunity initiatives., • Analyze capacity building assessments and support the evaluation of our capacity building efforts with community-based organizations in partnership with the J&) team., • Work closely with the Justice & Opportunity teams to track progress across multiple streams of work and report insights to UWNYC staff and key external stakeholders, • Draw on existing research and community data resources to assess and report on community-level criminal justice and public safety data across NYC neighborhoods., • Analyze results to document which strategies worked and for whom; research bright spots to identify which approaches demonstrate potential for meaningful systems level change. Develop analyses, presentations, and reports to support strategic decision-making across the Justice & Opportunity unit and within UWNYC: • Create regular reports, dashboards, and data visualizations that communicate insights from data analysis on UWNYC’s justice initiatives and capacity building efforts., • Elevate key themes from qualitative and quantitative data analyses, identify trends, and deliver data-informed recommendations about opportunities for improvement., • Facilitate rapid cycle learning opportunities for UWNYC and its external partners to use data and insights for decision-making., • Gather and prepare materials from across the organization for quarterly dashboard creation and data reviews., • Collaborate with other data professionals to extract data figures and create reports based on their findings., • Monitor key performance indicators (KPI’s) to determine program success., • Engage key external stakeholders, such as ONS, the NYC Criminal Justice Agency, and capacity-building providers, in using relevant data and insights for decision-making., • Facilitate internal data reviews with J&O (Justice & Opportunity) leadership to ensure that both CBO (Community Based Organization) data and data on J&O’s impact are part of driving decisions within the Atlas FFT and Atlas Hope scopes of work., • Lead monthly data discussions with the Atlas CBO partners to ensure program compliance to both KPI’s and the goals and mission of Atlas, • Other duties as required Skills, Knowledge, and Experience: • A Bachelor’s degree in computer science or related field required., • A minimum of five (5) years of related experience in data analysis or management., • Knowledge of modern databases and IT technologies., • Ability to decipher and organize large amounts of data., • Excellent communication skills to translate data using non-technical terms., • Experience dealing with private and sensitive organizational information., • Experience with SAS, SPSS and/or Power BI, • Experience working with multiple stakeholders and collaborators gathering and publishing data results., • Experience communicating complex data using presentation platforms., • Understanding of criminal justice system, stakeholders, agencies, and providers; context within New York City preferred. Key Competencies: • Strong analytical and data skills, • Planning and Project Management, • Critical Thinking & Creative Problem Solving, • Strategic Community Collaborator, • Effective & Engaging Communicator, • Embracing & Managing Change Salary Range: • The final determination of salary, within this range, will depend on the candidate’s education, skills and experience required for the position. Additional Requirements: • Background Check, • UWNYC is presently on a Hybrid/In-Person work schedule. United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. United Way of New York City is an Equal Employment Opportunity Employer

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job DescriptionAbout Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role Alumni Ventures is looking for a full-time Senior Associate to join one of our investment teams. This position is part of a team that manages Waterman Ventures and 116 Street Ventures, as well as helps with International Initiatives. The position primarily focuses on sourcing investment opportunities, managing investment processes, and overseeing portfolio management tasks. Alumni Ventures is a multi-sector investor with a preference for Seed and Series A/B opportunities. This role is designed for a generalist investment athlete. This individual will also assist in researching and evaluating potential investment strategies, as well as managing relationships with portfolio companies and fellow venture investors. Alumni Ventures operates exclusively as a co-investor, investing alongside well-established venture funds. The successful candidate will source high-quality investments for our funds and have significant input in creating annual portfolios of approximately 20 to 30 venture investments per fund. This position will be based out of New York and is a hybrid role, with an expectation that this individual will work in the office at least 4 days per week. Alumni Ventures is a fast-paced, professional, entrepreneurial environment. What You'l Do Deal Sourcing • Proactively source and contribute high-quality leads that align with the team's investment thesis and firm-wide initiatives., • Lead initial due diligence on potential investments, engaging directly with founders, customers, and market data., • Contribute to the successful execution of approved investments, from term sheet to close., • Grow and leverage a robust network of founders, VCs, and industry experts to gain access to top-tier deal flow., • Actively manage and support portfolio companies, fostering growth and long-term value creation., • Monitor portfolio performance through regular CEO check-ins, performance tracking, and strategic guidance. Who You Are • Bachelor's degree in Business, Economics, Engineering, Computer Science, or related field; MBA or advanced degree preferred., • 7+ years of professional experience across venture capital, private equity, investment banking, consulting, or startups., • Hands-on familiarity with AI tools (e.g., ChatGPT, Claude, Midjourney, Gemini) and ability to integrate them into team workflow Compensation includes a starting base salary of $175,000 plus equity, carry potential, and corporate bonus. Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Strategic Finance Associate is responsible for maintaining the operating model, managing annual budget, pricing new business, developing materials, communications with Board, and digging into a wide-range of strategic / financial projects. They work on analyzing, summarizing and framing financial and operational metrics. What Will You Be Doing? More specifically the Strategic Finance Associate is responsible for: • Performing financial model maintenance and acting as lead in model refreshes to budget and quarterly re-forecasts., • Performing regular updates to financial model, which includes regular recalibration to forecasted assumptions to continually improve accuracy of the financial model forecast., • Participating in strategic planning sessions and cross-functional meetings to align financial objectives with broader business goals and initiatives., • Collaborating cross-functionally to inform model updates and accuracy., • Regular collaboration with various departments such as Sales, Marketing, R&D, People and Operations to update model assumptions and better understand current and future needs., • Updating model to reflect regular changes to the organization, including departmental reorgs., • Identifying trends in reported actuals to enable continuous re-calibration of financial models., • Iterating and refine financial model based on actual performance, changing market dynamics, and evolving business strategy., • Managing and investigating anomalies with reported actuals., • Ad-hoc analysis across a wide array of various strategic initiatives., • Assessing ROI (Return on Investment) on potential projects or concepts as needed to address emerging business challenges, capitalize on opportunities, or respond current / projected market environments. The Necessities • Bachelor's Degree, or the foreign equivalent, in Finance, Accounting, Economics, or closely related., • 2 years experience in the job offered, or closely related,, • 2 years experience with the following, which may have been gained concurrently:, • Developing financial budget and forecasts, including cash flow and balance sheet projections., • Advanced modelling techniques including sensitivity analysis, and scenario planning., • Developing financial and forecasting models using Excel., • U.S. GAAP principles, including accrual basis accounting, and revenue recognition The expected base salary range for this position is $100K - $115K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

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

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation and performance, clean hydrogen and long-term operation of solar, energy storage and clean hydrogen plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done, • Critical thinker who enjoys engaging in thoughtful and respectful debate Location New York metro market preferred. Origis has corporate offices in Miami, FL and the Austin, TX market; candidates not located in these metro areas may be required to commute periodically for in-person engagements Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Sectional Responsibility: NYCEDC's Development Group resides within the Asset Management division (AM). AM serves the EDC portfolio as a platform comprising expertise in asset management, development, construction and planning to align city-scale socio-economic development, climate action, and strong financial returns with mission driven policy goals across City-owned real estate and partnerships with the private sector. AM Development serves as the asset manager for complex projects at every stage of development and redevelopment from master planning through underwriting and executing transactions on City-owned land, with the goal of transforming underutilized properties into projects that support job creation, industry-focused economic development goals, housing production and affordable community development throughout New York City. Position Overview: The Senior Associate contributes to management and oversight of strategic development opportunities aiming to dramatically reposition and transform assets within the AM portfolio. Reporting to the Vice President of Development, the Senior Associate will work with a team of real estate professionals on projects crucial to implementing NYCEDC's development goals. The Senior Associate will perform financial analysis, conduct regular project reporting, and assist with the management of multiple real estate development projects under the supervision of senior staff. Responsibilities: • Apply fundamental development management principles through all aspects of large-scale project planning and execution, • Build and maintain detailed development pro formas for major prospective New York City development and redevelopment projects, isolating key drivers of investment returns, and economic impact, • Assist in evaluating the economics of potential development scenarios and communicating preferred strategies to project stakeholders, • Collaborate with colleagues in other departments in NYCEDC, such as Legal, Planning, Construction, Government & Community Relations, • Draft requests for proposals for design consultants and development partners, • Track and report project performance against short and long-term goals, • Assist annual capital budgeting process and regular project updates, • Contribute to project research and due diligence in collaboration with internal resources and external consultants, • Manage ongoing communications and collaboration with external project consultants, • Assist in preparation and presentation of projects to senior leadership, • Build and maintain a local professional network spanning public and private sector stakeholders in NYC real estate development, planning and policy agencies, • Bachelor's degree in business, real estate development, public policy, urban planning, finance or law required, • At least 3 years of experience in a relevant field (finance, real estate development, urban planning, public policy, related City or State agency), • Demonstrated analytical skills, including Excel proficiency with budgets, financial statements and project economics, • Familiarity with real estate market research, including databases such as CoStar and Real Capital Analytics, • Experience with real estate project management duties from conception to completion, • Ability and willingness to create and deliver presentations; proficient in Microsoft PowerPoint, • Demonstrated written and verbal communication skills; ability to communicate effectively and independently across all levels of the organization, • Ability to manage and prioritize competing needs and evolving goals, • Demonstrate a strong understanding of real estate development practices, preferably specific to NYC, and an interest in economic development and planning, • 4+ years of experience in a related field, • Advanced Degree in a related field such as business, real estate development, public policy, urban planning, finance or law, • Demonstrated financial modeling skills NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: • Generous employer subsidized health insurance, • Medical, dental, and pharmacy plans, • Vision and hearing benefits, • Flexible spending accounts for healthcare and dependent care, • Short term and long-term disability coverage, • 100% employer covered life insurance and supplemental life insurance coverage, • Up to 25 vacation days, • Floating Holidays and Summer Fridays, • Parental leave - up to 20 paid weeks, • Retirement savings programs, • Company-paid 401(a) defined contribution plan, • 457(b) tax-advantaged retirement savings plan, • Tuition Reimbursement program, • Continuing education and professional development, • Public Service Loan Forgiveness (PSLF) eligible employer, • College savings plan, • Backup childcare, • Gym membership discounts, • A Calm.com membership for mindfulness and mental health support The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Job Description Associate – Corporate – Investment Funds (Am Law 100 Firm) Locations: New York, Boston, Chicago, Houston, San Diego, Washington, D.C. Practice Group: Investment Funds Experience: Minimum of 3 years Overview: Direct Counsel is representing an Am Law 100 firm seeking a highly qualified Investment Funds Associate to join its Investment Funds Practice. This is an excellent opportunity to work with a renowned team that advises fund sponsors globally on structuring, fundraising, and regulatory compliance across diverse asset classes. Job Requirements: The ideal candidate will have at least 3 years of experience in: * Private equity fund formation. * Fund operational matters. * Structuring and fundraising of private investment funds. * Sponsor internal arrangements. * Regulatory and compliance matters related to investment funds. Qualifications: * Strong academic credentials. * Excellent drafting, negotiation, and client management skills. * Ability to work collaboratively in a fast-paced environment. This is an exciting opportunity to join a market-leading practice and work on high-profile transactions with global clients.

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Big 4, one of the worlds foremost international financial centers. As a Senior Tax Associate you will help clients navigate the complexities of U.S. tax compliance and advisory services in areas such as property and casualty insurance, hedge funds, private equity, and international executive taxation. This role offers a blend of hands-on client work, leadership, and team development responsibilities. Core Responsibilities: * Manage multiple client engagements, reporting directly to Managers and above. * Lead and train junior staff, fostering technical expertise and professional growth. * Build and sustain strong client relationships to deliver tailored solutions. * Stay informed about local and global tax issues, particularly in the asset and wealth management sector. * Actively participate in business development initiatives and internal branding activities. * Contribute to the continuous improvement of team processes and service delivery. Qualifications: * A Bachelors degree in Accounting, Finance, or a related field (required). * A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred). * Relevant tax experience in U.S. partnership and/or corporate tax (required). * Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds. * Strong analytical, problem-solving, and leadership abilities. * Exceptional communication and interpersonal skills to effectively manage clients and teams. Benefits & Relocation Package: * Competitive salary and a full benefits package, including medical insurance for you and your dependents. * Relocation support covering flights, accommodation, and transportation for you and your family. * Pension contributions and a generous vacation allowance, including holiday closures. Note: Your CV and personal information will be handled with the utmost care and discretion. We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job DescriptionCompany Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry’s most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact. Job Description The Product Marketing Associate will assist in the deployment of multi-channel marketing campaigns for our client's investment solutions across institutional and global wealth audiences. This individual will work within the Product Marketing vertical and partner with Channel and Digital Marketing to define campaign strategies, execute tactics, and measure campaign success metrics. This individual will also work directly with investment professionals, Sales, Legal & Compliance, and external vendors for campaign execution, while informing and consulting with Product Management counterparts. *This role operates in an outsourced capacity, servicing an asset management client of RRD. Responsibilities: • Actively maintain product marketing suite of materials for respective fund coverage (fact cards, brochures, websites, videos, email campaigns) including necessary approvals and publishing, • Assist in the implementation of multichannel marketing plans for respective product coverage, • Collaborate with partners across Product, Sales, Corporate Communications, Legal, Compliance and within Marketing to ensure alignment across campaign approach and performance, • Collaborate with external agencies, freelancers, and vendors to develop marketing materials for all active campaigns, • Ensure consistency of messaging, branding, and creative application across all Marketing channels in any given campaign, • Evaluate campaign performance across multiple KPIs and identify optimization opportunities, • Develop and present campaign performance reporting to leadership Qualifications, • Bachelor’s degree in finance, marketing or business administration, • 2-3 years of product marketing experience, preferably in financial services, • Knowledge of and interest in alternative investment product space expected, • Experience with multichannel marketing, • Ability to manage multiple concurrent campaigns, often on tight timelines, • Extreme attention to detail expected • Demonstrable success in strategic marketing disciplines, • Proficient in PowerPoint and Excel; familiarity with Salesforce, Pardot and Airtable preferred, • Highly accountable for commitments; results-oriented, • Strong written and verbal communication skills Additional Information RRD's current salary range for this role is $73,200 to $114,300 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. #LI-Hybrid RRD is an Equal Opportunity Employer, including disability/veterans

Job Description Direct Counsel is seeking a Mid-Level Private Funds Associate to join a top-tier law firm with a nationally recognized private capital practice. The position may be based in New York or Los Angeles. The ideal candidate will have experience advising private fund sponsors and institutional investors on all aspects of private equity fund formation, structuring, and capital raising. The role offers the opportunity to work closely with leading practitioners on complex and high-value matters involving domestic and international investment funds. Key Responsibilities: * Represent fund sponsors in structuring and forming private equity funds * Draft and negotiate fund documents and related side letters * Advise clients on regulatory and compliance issues relevant to private funds * Work with institutional investors on fund investments and co-investment arrangements Qualifications: * J.D. from an accredited law school * 3–5 years of experience in a large law firm’s investment funds or private capital group * Strong understanding of fund structuring and the fundraising process * Admitted to practice and in good standing in New York or California, depending on office location * Excellent academic credentials and a strong deal sheet required Compensation: The anticipated salary range for this role is $310,000 to $390,000 annually, depending on experience and qualifications.

Job Description Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns. We employ a fundamentals-based, asset-oriented financing and investing strategy across the entire capital spectrum (both debt and equity). We are seeking a highly motivated and results-oriented Senior Associate / Junior Vice President to join our Structured Finance team. In this role, you will be at the forefront of originating and structuring asset-based investments in a variety of sectors and geographies. The team is open to candidates based in NYC or any East Coast State. 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., • Proven Track Record: 4+ years of professional experience in structured finance loan originations, with a preference for candidates with expertise in underwriting and structuring 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., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Hybrid Schedule, • Free Food & Snacks, • Wellness Resources

Job DescriptionEmployment & Labor Attorney (Venture Capital Focus) Locations: Chicago, IL | New York, NY | Palo Alto, CA | San Francisco, CA Job Description: Direct Counsel is seeking an Employment & Labor Associate to join a premier national law firm with a strong presence in the venture capital and investment space. This is an excellent opportunity for a mid-level attorney with 3–6 years of employment law experience and an interest in advising venture capital and other investment firms on industry-specific employment issues. Ideal candidates will have experience counseling clients on employment-related matters, drafting agreements, and partnering with fund formation attorneys to address employment considerations for fund clients. Familiarity with the venture capital ecosystem is highly preferred. While the focus is on counseling and transactional work, some litigation experience is a plus. Qualifications: * 3–6 years of employment law experience at a law firm * Strong academic credentials and excellent legal writing skills * Experience with employment counseling and agreement drafting * Familiarity with the venture capital or private investment industry preferred * Licensed and in good standing in IL, NY, or CA (or eligible for waiver) * Motivated, proactive, and collaborative team player Compensation: The expected annual salary range is $260,000 – $390,000, depending on geographic location, experience, and skillset. Benefits: The firm offers a comprehensive benefits package, including: * Medical, dental, and vision insurance * Health Savings Account (HSA) and Flexible Spending Accounts (FSA) * Pre-tax commuter benefits * Firm-paid life insurance, AD&D, short- and long-term disability * Backup care for children/adults and generous parental support benefits * Fertility benefits and parental leave * Four weeks of vacation, two weeks of sick time, and 10 paid holidays annually

Job Description Direct Counsel is assisting one of the world’s leading international law firms in hiring a highly qualified midlevel associate to join their Investment Management – Financial Institutions practice group in either the New York, Philadelphia, or Washington, DC office. Qualifications: * 3–5 years of experience with investment adviser regulatory matters * Comparable law firm experience and/or experience working at the Securities and Exchange Commission * Familiarity with the Investment Advisers Act of 1940 and other federal securities laws * Experience counseling top-tier investment management firms on regulatory matters, including registration, conflicts of interest, compliance policies, advertising/marketing, SEC examinations, enforcement defense, and new product development * Excellent academic credentials with strong organizational, drafting, communication, and analytical skills * Active bar membership in the state of the office for which you are applying Compensation: * Salary range for New York and Washington, DC: $225,000 to $435,000 * Final salary will be determined during the interview process, based on experience, expertise, and other factors * Total compensation may include a comprehensive benefits package, including medical, financial, 401(k) eligibility, paid time off (vacation, sick time, parental leave), and more

Job Description Company Overview Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Accounting Associate below! Job Description We are seeking an Accounting Associate to join our Family Office team! This individual will be a key team member responsible for the daily accounting and operations for a portfolio of assigned families and/or engagements. If you have the skillset and experience needed for the role, including general accounting knowledge, an understanding of quality communication and responsiveness, an attention to detail regarding accuracy and timeliness, can anticipate needs through proactively seeking solutions, and following through on work and open items, then we encourage you to apply! Responsibilities include, but are not limited to: * Manage general ledger / chart of accounts and identify mistakes or errors * Follow Engagement’s standard operating procedures (SOP) * Ownership of bill pay: review and catch mistakes and ensure all invoices are entered within the system for processing * Ownership of family receivables: accounts receivable, loan and services such as preparation of invoices, issue resolution, and ensuring timely deposits * Treasury management: process and reconcile all activity for banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts * Prepare funding requests * Ownership of asset tracking process: real property, collectibles, other assets, and preparation of journal entries as necessary * Investment and partnership accounting: prepare journal entries and reconcile investment accounts * Reporting and analytical review with proficient use of software * Assist with tax return payments: follow tax deadlines to process payments in a timely manner (checks via certified mail / EFT via federal and state portals / EFT via banking system) * Communicate cash needed for tax payments to the team * Assist with estate related tasks and projects, as needed * Understand basic insurance program and identify key life events which trigger coverage adjustments * Occasionally assist with concierge special projects * Organize and process payroll for employees (household and / or business) as per the SOP and workflow * Relationship management: establish a working relationship with external providers and the family to ensure a professional working relationship * Communicate with team members proactively and continuously * Assist with ad hoc projects and family requests, as needed Qualifications * Minimum of an associate degree in accounting or related area * Bachelor's degree in accounting or related area preferred * 1-3 years prior accounting or related experiences, client service-oriented experience preferred * Proficient in general ledger software, bill pay software, Microsoft Office, & CRM systems Skills & Experiences for Success * Strong organizational skills, candidate can prioritize work and meet internal and external deadlines * Strong knowledge of debits, credits and general ledger / chart of accounts with the ability to adhere to previous categories and engagement specific processes * Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.) * Basic understanding of capital statements, capital calls and distributions, NAV / profit allocations and partnership allocations * Familiar with basic estate documents: wills, POA's, trusts, living will, etc. * Experience working in and/or knowledge of family offices and high net worth individuals a plus * Strong verbal and communication skills * Ability to recognize areas for process improvement and provide feedback to team for continued development of best practices * Willingness to participate in company events, understands the importance of firm culture * Eagerness to learn and attend training sessions to expand knowledge base Compensation & Benefits We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Job Description Title: Associate, Private Equity Position: Private Equity Associate Location: New York, NY Salary Range: $115,000 - $135,000 salary + discretionary bonus, Commensurate with experience Target Start Date: August 2025 This is an in-person role in our office in midtown Manhattan. Closed Loop Capital Management Closed Loop Capital Management is the investment division of Closed Loop Partners, managing venture capital, catalytic private credit and private equity strategies on behalf of global corporations, financial institutions and family offices. Founded in 2014, Closed Loop Partners is at the forefront of investing in the circular economy. To date, Closed Loop Capital Management has over $500 million of assets under management and has made over 90 investments ranging from emerging innovations to established businesses. Focused on developed markets, the firm is designed to identify and accelerate circular solutions at different points within their growth and transitioning the economic system toward the efficiencies of circularity. Closed Loop Ventures invests in early-stage, innovative companies developing breakthrough solutions. Closed Loop Infrastructure Group, the firm's catalytic private credit strategy, identifies and invests in the facilities, equipment, business models and innovations necessary to accelerate the transition to circularity and help those solutions move faster than they otherwise would. Closed Loop Private Equity is the firm's private equity strategy making control investments in cash flowing businesses and enabling technologies to build platforms that are critical to the transition to a circular economy at scale. Closed Loop Partners is dedicated to building the circular economy. The Closed Loop Partners platform is comprised of (1) an innovation and advisory business, The Center for the Circular Economy, (2) an asset management platform called Closed Loop Capital Management, and (3) an operating group called Closed Loop Builders, which owns and operates Circular Services, the largest privately held recycling company in North America focused on holistic materials management for municipalities and commercial businesses. Closed Loop Partners is based in New York City and is a registered B Corp. For more information, please visit . Closed Loop Private Equity Closed Loop Private Equity is a middle market, buy-and-build oriented private equity strategy making control and structured investments in cash flowing businesses and enabling technologies to scale larger platform businesses that are fundamental to the transition to a circular economy. Focus areas within the circular economy include plastics & packaging, built environment, circular technology, energy efficiency, healthcare, food & ag, textiles and infrastructure services. Our private equity team brings thoughtful and active capital solutions to businesses as well as operating experience, circularity expertise, and the strategic network of our Closed Loop Partners ecosystem. Role Closed Loop Private Equity is looking for an Associate to support the investment team in all aspects of the deal process from origination and due diligence through deal support and post-investment portfolio management, as well as research new investment opportunities and work on strategic projects. This is a unique opportunity for long-term career advancement with an entrepreneurial and growth stage private equity strategy investing for platform growth. This is an in-person role in our office in midtown Manhattan. Responsibilities • Analysis of investment opportunities including financial modeling, valuation, and return analysis, • Market landscaping, thesis development and industry research, • Pipeline management of new and prospective investment opportunities, • Impact measurement analysis and reporting, • Support preparation of term sheets and letters of intent, • Monitoring select portfolio companies, quarterly portfolio valuation analysis, financial and operational reporting, • Due diligence on companies, management teams, customers, competitors, and industries, • Preparation of materials for Investment Committee, Executive team, investors, and others Qualifications • Minimum of one to two years of post-college experience within an investment banking, private equity, investment management, consulting or related industries, • Undergraduate degree with demonstrated academic excellence, • Demonstrated interest in sustainability and the circular economy, • Strong financial modelling, accounting, and corporate finance skills, • Excellent organizational skills, attention to detail, and thoroughness, • A dynamic, enthusiastic individual who can take both initiative and direction, • A team player who enjoys collaboration and demonstrates entrepreneurial mindset in a fast-paced environment, • Ability to work in small deal teams with significant opportunities to succeed and be challenged Closed Loop Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex. You must have US Work Authorization to be considered for any open Closed Loop Capital Management position.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionReal Estate Capital Markets Finance Associate (3–5 Years’ Experience) Location: New York, NY Direct Counsel is seeking a Real Estate Capital Markets Finance Associate to join a top-tier national law firm’s Real Estate practice in New York. This is a unique opportunity to join a collaborative and high-performing team focused on commercial real estate financing and investment transactions. Key Responsibilities: * Represent lenders in the origination of mortgage loans and other structured real estate debt instruments. * Handle workouts of distressed commercial real estate loans. * Advise on real estate transactions involving purchases, sales, and investments in commercial property. * Draft, review, and negotiate complex real estate finance documents. * Engage directly with clients and contribute to all phases of deal execution. Qualifications: * 3–5 years of real estate finance experience, preferably at a large regional, national, or international law firm. * Strong experience in commercial mortgage loan origination, structured finance, or distressed debt. * Excellent drafting, negotiation, and analytical skills. * Superior verbal and written communication abilities. * Strong academic credentials required. Compensation: $260,000- $365,000 per year depending on experience

Job Description Major law firm is seeking a Qualifications • Seeking a mid-level to senior associate or counsel with experience representing commercial and investment banks, debt funds, and other lenders, • Expertise in securitization, syndication, and participation of commercial mortgage, construction, and mezzanine loans is required, • No Portable Book Required (Select Roles) – Certain partner roles do not require a book of business, allowing you to fully focus on client work, • Real Estate Associates (4+ Years), Counsel, & Partners with transactional and finance expertise, • Lead high-value real estate finance transactions across a range of financing structures and asset classes, • Work with a premier team serving institutional investors, banks, private equity funds, and real estate developers, • No portable business required – focus fully on high-impact transactions with full firm support, • Unique opportunity to join a highly regarded real estate boutique firm with a strong reputation in commercial real estate, finance, development, and transactions, • Real Estate Finance & Investment – CMBS, REITs, Private Equity Real Estate, • Acquisition & Development Financing – Permanent & Construction Loans, • Bridge & Mezzanine Financing – Syndicated Loans, Credit Facilities, • Preferred Equity Investments – Warehouse Lines of Credit, • Restructuring & Workouts – Distressed Assets & Loan Modifications

Job DescriptionStructured Credit CLO Associate Attorney (2nd–5th Year) Location: New York, NY Salary Range: $235,000–$365,000 A premier global law firm is seeking a Structured Credit CLO Associate with 2 to 4 years of experience to join its well-established and high-performing Structured Credit team in New York. This is a rare opportunity to become an integral member of a market-leading practice and gain substantial exposure to complex and high-value transactions. The group represents top-tier international investment banks, asset managers, and other financial institutions on a wide range of transactions. While the core focus is on collateralized loan obligations (CLOs), attorneys in this group also advise on: * Securitizations across asset classes * Asset-based lending transactions (both bilateral and syndicated) * Structured finance vehicles and related regulatory matters * Cutting-edge, bespoke financing structures for institutional clients This is a deal-intensive practice where associates are encouraged to take ownership, interface directly with clients, and develop deep knowledge in structured credit and securitization. The group fosters a collaborative, fast-paced environment with significant opportunities for career development and mentorship. Ideal Candidate Qualifications: * 2–4 years of relevant experience at a peer firm or in-house legal department working on structured credit, CLOs, securitization, or complex finance transactions * JD from an accredited law school with strong academic credentials * Admission to the New York State Bar and in good standing * Highly motivated, detail-oriented, and entrepreneurial in mindset * Excellent drafting, negotiation, and organizational skills * Ability to thrive in a client-facing, team-oriented practice This firm offers a highly competitive compensation structure, a robust training and mentorship platform, and the opportunity to work alongside recognized leaders in the structured finance space. Candidates will be considered on a rolling basis. Equal Opportunity Statement: This firm is committed to creating a diverse and inclusive workplace and is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other protected status under applicable law.

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Advisor Success Associate (ASA) to join our team. As an ASA, you will play a pivotal role in engaging with large RIA's (Registered Investment Advisors) and IBDs (Independent Broker Dealers), on behalf of Pontera. You'll find yourself with a massive opportunity for growth, with support from management and mentors. You'll gain invaluable sales experience in a place where your work and efforts will be instantly seen and felt. RESPONSIBILITIES • Research & Identify leads and generate new business through proactive outbound prospecting., • Conduct demo calls over Zoom with prospects., • Utilize excellent organizational skills to create and manage an accurate pipeline of prospects., • Collaborate with internal teams to deliver a relevant outbound engagement strategy to team prioritiesREQUIREMENTS, • Bachelors Degree, • Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation., • Exceptional presentation, verbal, and written communication skills., • Strong sense of urgency and professionalism, coupled with a persistent and proactive approach to work., • Demonstrated history of achieving outstanding performance results., • Basic understanding of the Financial Services industry.WHAT WE OFFER, • Compensation: Base $58,500 / OTE $75,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Risk Advisory Services practice, we have an excellent opportunity for a Senior Associate (Financial/Operations) to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity continues to increase, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal, providing our clients with deep knowledge, expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management, Technology Risk Management, and Operations and Process Improvement. While this role will require occasional travel to support the onsite needs of our clients, it provides hybrid flexibility to candidates in proximity to multiple offices within our footprint as well as remote options for candidates with commutable proximity to the Tri-State (NY/NJ/CT) area. If you are a current public accounting professional or internal bank auditor seeking an opportunity for career growth within a firm committed to investing in the power of the individual, keep reading. As a Senior Associate, you will: Work individually or as part of a team on executing client engagements with the support of a strong leadership team and professional peers committed to providing high-quality client service. Day-to-day tasks will include assessing the design and effectiveness of internal controls and performing risk reviews and assessments across key finance and operational areas, while actively monitoring assignments to ensure that they are progressing according to the allotted budget and timeframes. Professionals at this level will be entrusted to maintain ongoing client relationships, ensuring client satisfaction with engagements by providing value and encouraging and promoting additional services as needed. Typical engagements will be conducted for key areas including, but not limited to: • Lending, • Deposits, • Asset Liability Management (ALM)/Interest Rate Risk (IRR) and Liquidity, • Investment and Borrowings, • Allowance for Credit Losses (ACL), • Accounting and Reporting (Finance), • Trust Operations, • FDICIA/SOX What you bring to the role: • Bachelor’s degree in accounting, finance or related business field of study, • Relevant professional certification complete/in-process (i.e. CIA, CFSA, CBA, CPA, CFE), • Minimum of 2+ years of related professional services or internal audit experience within a community bank/credit union (typical asset size $500M - $20B), • Familiarity with applicable federal and state regulations, • Demonstrated analytical and time management skills as well as the ability to thrive within an entrepreneurial environment, • Outstanding relationship management, written and verbal communication, as well as presentation skills, • Strong working knowledge of Microsoft PC software and applications, • Ability to travel to client sites as needed, expected up to 20-25% What we offer you: • Our shared values that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on enabling you to further your career growth and continuous professional development, • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing, • Flexibility to do impactful work and the time to enjoy your life outside of work, • Opportunities to connect and learn from professionals from different backgrounds and with different cultures Pay Range: $78,012 to $116,200 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agency Candidates Please #LI-SG1 #LI-Hybrid

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., is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC. Our ideal candidate has had some equity research experience (exposure to finance, accounting and proficient at modeling) and has a working knowledge of the insurance industry, though we will consider all qualified candidates. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst 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 financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have 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 insurance 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 is important., • Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. 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 The Paraprofessional – Special Education (Dual Assignment) plays a vital role in supporting the behavioral, educational, and social-emotional development of young children with disabilities in both classroom and extended day settings. This includes implementing strategies from IEPs and behavior plans, assisting with transitions and physical needs, and maintaining active supervision and engagement throughout the day. This is a dual-assignment role structured as follows: • During the 6.5-hour school day, the paraprofessional is employed directly by the Newark Board of Education (NBOE) Office of Special Education. They are assigned to Clinton Hill classrooms to fulfill IEP-mandated aide services, supporting one or more students with disabilities in an inclusive setting. Compensation and employment terms for these hours are determined and paid by NBOE. This role is ideal for compassionate and flexible professionals committed to supporting children with special needs across both instructional and extended care environments, and who are willing to navigate a collaborative dual-employer structure in service of student success. This is a 10-month position aligned to the school year calendar. Summer employment opportunities with Clinton Hill’s extended year programming may be available for paraprofessionals in good standing and based on program needs. Requirements Education and Experience Requirements: • Minimum: High School Diploma or equivalent, • Enroll in a CDA program at the next available course offering Additional Requirements: • Prior experience working with young children, particularly those with disabilities, in a school, childcare, or community setting, • Demonstrated ability to support children with behavioral, developmental, or social-emotional needs through strategies such as redirection, sensory regulation, or visual schedules, • Comfort and reliability in supporting physical needs (e.g., toileting, feeding, lifting, or mobility assistance), • Strong interpersonal skills and a positive, team-oriented approach to working with teachers, families, and children, • Willingness to follow through on both Newark Board of Education expectations during the school day and Clinton Hill expectations for aftercare and professional development, • Paid holidays aligned with Clinton Hill’s administrative closure calendar, • Paid participation in required professional development and training sessions, • Eligibility for CDA scholarship funding after three months of effective service (subject to available funding), • Opportunities for growth and advancement within Clinton Hill’s early childhood and extended day programs, • Ongoing coaching and support from program leadership and inclusion teams

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And, we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past six years in a row. Our client roster includes US Bank, PWC, Invesco, Newell Brands, NASCAR, Planet Fitness, Teremana, American Cancer Society, Ricola, Supercuts, Edible Arrangements, Illva Saronno, Zalando, Airbus and more. WHO YOU ARE A proactive and detail-focused media operations professional with a solid grasp of client financial processes. You work independently on recurring tasks, quickly identify and escalate issues, and are comfortable guiding Associates. You have strong organizational skills, keep deliverables on track, and collaborate effectively with internal and external partners to maintain accuracy and compliance in financial workflows. As a Senior Associate in Media Operations, reporting to a Supervisor or Associate Director, you will take ownership of assigned client financial processes, ensuring timely and accurate billing, reporting, and reconciliation. You will independently review MPAs, validate campaign and PO details, and ensure data integrity across systems such as Freewheel (SBMS) and Accountability. You will also serve as a go-to resource for Associates, helping troubleshoot issues, ensure process adherence, and escalate anomalies. RESPONSIBILTIES Lead Monthly Client Billing for Assigned Areas • Execute fee, working media, commission, and expense billing in accordance scopes of work, client calendars, and priority agency finance, • Checking invoices for accuracy (amount, critical required information, etc), • Confirm PO compliance and escalate missing or incorrect data, • Client WIP (Job Billing), • Ensures all job codes in Accountability are open for current client yea, • Advises if job codes should be inactivated after fully reconciled, • Advises all Teams on which job codes to utilize for which expenses, • Ensures monthly client WIP is clear, • Client A/R, • Follows-up with client in timely fashion, • Provides commentary on aged A/R items, • Uncleared, • Understands which uncleared items to escalate to investment team, • Escalate items Vendor Matching/Clearing and Vendor A/P team cannot solve, • Client Accrual, • Ensures client reporting schedule is adhered to, • If scoped, creates monthly client accrual report, • Invoice Register (IR), • Ensures accuracy of IR before going to client, • Ensures IR is inclusive of Fees, Working Media, Expenses/OOPs, etc, • Campaign Structure, • Ensures agreed upon campaign structure is being adhered to with MPAs, estimates, etc, • Advises teams on when to utilize current vs. new MPAs, accommodating for estimate and PO needs, • Vendor Setup & Maintenance, • Can verify if a new vendor is needed or if current vendor can be utilized in FW, • Escalate if not fitting the mold of a traditional vendor set-up or odd situation, • Daily maintenance of MPA Summaries outlining MPA budget, dates, ordered net and billings, • Maintain updated detailed mapping files for MPAs, POs, and estimate, • Proactively track key milestones in client and agency billing calendars, • Coordinate with internal teams to meet deadlines for billing, reporting, and actualization, • Set up reconciliation files, • Track and manage reconciliation schedule by client based on campaign/MPA end dates and MSA reconciliation terms, • Review mapping files and closure packets, verifying data accuracy, • Liaise with Vendor Matching & Clearing and Vendor A/P teams to solve complex billing discrepancies, • Buying (SBMS/Freewheel):, • Update client profiles, commission rates, and product details in SBM, • Troubleshoot system issues and access. Escalate to technical support when needed, • Teamsites & Project Management Tools:, • Manage team access to Sharepoint and Smartsheet workspaces, • Understand and gatekeep access to internal and external Sharepoint sites, • Manage access with Planning & Business Leadership team for client access to external Sharepoint sites, • Assist with creation and maintenance of distribution lists by client, • Finance ERP (Accountability):, • Create job code, • Generate and post invoices, • This role may work with an associate that manages routine invoice pulls. If not pulling invoices directly, the senior associate is responsible that the invoice meets all required criteria, • 2–4 years of experience in media or financial operations., • Proficiency in Excel (vlookup/xlookup, pivots, data validation)., • Familiarity with Freewheel (SBMS), Accountability, Smartsheet or similar systems., • Ability to work independently while maintaining process compliance., • Strong problem-solving skills with the ability to escalate effectively., • Collaborative mindset and willingness to guide junior team members, • Professionalism – integrity, reliability, diplomacy and flexibility CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Job DescriptionPrivate Fund Associate (3rd–5th Year) Location: Boston, New York, Washington, D.C. Compensation: $365,000 – $435,000 per year, based on experience Direct Counsel is representing an Am Law 100 firm seeking a Private Fund Associate (3rd–5th year) with extensive experience advising both established and emerging sponsors of private funds. The ideal candidate will have a strong focus on private fund formation and the ongoing operational and regulatory issues that arise in managing private funds. Significant experience advising on the general partner (GP) side is required. Key Responsibilities: * Advise clients on the formation, structuring, and management of private investment funds * Draft and negotiate limited partnership agreements, side letters, private placement memoranda, and related fund documentation * Address ongoing regulatory and operational matters, including compliance, investor communications, and fund governance * Provide strategic counsel to GP clients on fundraising and investment activities * Support clients across various asset classes and fund strategies * Collaborate with internal teams and contribute to high-level client strategy Qualifications: * 3–5 years of experience focused on private fund matters at a top-tier law firm * Deep experience advising general partners (GPs) on fund formation and management * Excellent academic credentials from a top law school * Strong drafting, negotiation, and client advisory skills * Self-starter with the ability to manage complex workstreams independently and collaboratively * Admission to the Bar in good standing Why Join: * Work with a top-tier, nationally recognized investment management group * Engage in high-impact work with sophisticated fund sponsors and clients * Enjoy robust mentoring, client-facing opportunities, and a clear path to growth

Job Description Job Title: Lateral Associate - Corporate - Investment Funds (NY) Location: New York, NY Practice Group: Private Investment Funds / Private Equity, Experience: 7+ Years Position Overview: We are seeking an experienced Private Equity Fund Formation Attorney with 7+ years of relevant legal experience to join our highly regarded sponsor-side fund formation practice in New York. This is an exceptional opportunity to work closely with leading practitioners in the field and gain exposure to sophisticated clients and innovative fund structures. Candidates will be expected to contribute meaningfully to client matters from day one and benefit from hands-on training, mentorship, and direct interaction with fund sponsors on cutting-edge legal and regulatory issues in the private equity space. Key Responsibilities: * Advise private equity sponsors on the formation, structuring, and operation of private investment funds. * Draft and negotiate fund documents, side letters, and related investor materials. * Provide counsel on regulatory, compliance, and operational matters impacting fund formation and management. * Work directly with clients on complex legal and business issues, with opportunities for relationship-building and client development. * Collaborate with colleagues across practice groups, including tax, regulatory, and corporate M&A. Qualifications: * J.D. from an accredited law school and admitted to practice in New York. * Minimum of 7 years of experience in private equity fund formation at a top law firm or in-house. * Deep understanding of fund structures, market terms, and applicable regulatory frameworks (e.g., Investment Advisers Act, ERISA, etc.). * Exceptional drafting, analytical, and communication skills. * Detail-oriented and organized, with the ability to manage multiple projects and deadlines. * A collaborative, proactive, and client-focused mindset. Compensation & Benefits: * Base Salary Range: $310,000 $420,000 (commensurate with experience and qualifications) * Bonuses: Discretionary, performance-based * Benefits Include: * Health care coverage * Retirement benefits * Paid time off (vacation, sick leave, parental leave) * Basic life insurance * Flexible Spending Accounts (FSAs)

Job Description Investment Funds - Senior Associate or Counsel New York 5 year plus $345,000 plus Market Leading Bonuses Are you an Investment Funds Senior Associate Or Counsel? Do you act as a key member of your deals team and have the responsibility for key aspects of transactions from due diligence through to closing? Are you frustrated and feel like you need more from your career? Do you feel like you dont get the support you need or the recognition you deserve? Do you feel that there is no clear path to partnership? The Client My Client is an AmLaw 50 firm with a global platform but operates with a sense of close community. In 2021, the firm raised revenues by 25%. Their Investment Funds Group is one of the largest Investment Fund practices in the world and has a presence in all five key European funds centers as well as the United States, the Middle East, and Asia. It is a high-performing, vibrant, market-leading Global Finance group that is still growing and it is consistently recognized as a top Investment Funds group by many publications in the U.S., Europe, Asia, and the Middle East. Who do they want to speak with They would like to speak with Senior Funds Associates or Counsel with at least 5 years of experience in the Investment Funds space. You will be someone who can do asset-based finance/structured finance on funds and will possibly have CLO (Collateral Loan Obligation) experience and fund finance/subscription line experience. Your experience will include representing banks, business development companies, and funds in asset-backed financing to funds or other investment vehicles in the private debt space You will also have experience as a key member of deal teams, including the responsibility for running key aspects of transactions, from due diligence through closing. Why speak to them? The firm has a very flat and collegial structure and Partners do a great job of integrating Associates into deals. Associates are noted as saying that they feel that their time is respected and they spend most of their time doing substantive legal work The culture emphasizes collegiality and collaboration, even across practice groups and offices, and attorneys seem to enjoy spending time together in and outside of the office. You will be involved in all aspects of funds finance, including providing input on debt and leverage issues at the time of fund formation and downstream structuring and transactions. The firm offers marketing-leading comp and bonuses - base compensation being $345,000 plus. The billable hours requirement is extremely manageable and you get credit for pro bono (up to 200 hours) and DEI, recruiting, mentoring, and shadowing. The firm even offers a bonus for contributions related to teaching, diversity, and innovation. You get flexibility in where and when you work and there is full suite of wellness initiatives. You will receive a formal training program with hands-on training and mentoring Base compensation - $345,000 + (depending on experience) Bonus - Market leading Call To Action Apply for more information or to find more please get in touch with me: Email - DM - Message or WhatsApp - 347-767-4505

Job Description: The Associate will be tasked with providing support to senior transaction professionals in evaluating, underwriting, and executing new investment opportunities in the digital infrastructure sector, predominantly data center real estate. A successful candidate will have exceptional real estate financial modeling skills, the ability to communicate and build relationships across geographies, an analytical mindset, and be able to contribute to multiple workstreams simultaneously with limited supervision. The firm was recently founded by four data center industry pioneers, a dynamic which requires flexibility, accountability and professionalism to succeed. Responsibilities: • Perform initial review of investment opportunities and discuss relevant factors with deal leads and the firm’s partners, • Provide analytical support on data center acquisitions and development projects including equity and debt structuring, returns analysis, and promote calculation, • Assist senior management in preparing investment committee memos, • Assist with due diligence efforts and activities, • Assist in the preparation of company valuations and financial models, • Create and maintain industry-specific business development presentations, • Conduct industry and company-specific research Qualifications: The candidate should possess the following qualifications: • Bachelor’s degree required, with a concentration in accounting/finance preferred, • 2-4 years of relevant work experience, specifically underwriting, required, • Experience working in real estate private equity, capital markets brokerage and/or investment banking preferred, • Exceptional financial modeling skills required, • Advanced Argus Enterprise skills preferred, • Highly analytical with an ability to problem solve independently, • Strong interest in the digital infrastructure space; prior exposure to the data center or digital infrastructure sectors preferred but not required, • Proficient working knowledge of Microsoft Excel/Word/PowerPoint and Adobe Acrobat, • Outstanding written and oral communication skills and strong interpersonal attributes, • Ability to work as part of a dispersed team across US geographies, • Initiative, integrity, and creativity with an intense focus on detail and a commitment to excellence

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. Location: New York City, Seattle, or San Francisco (hybrid, 2 days/week in office) About the Team The Deal Operations team owns the full lifecycle of every deal launched on Sydecar. We are responsible for making sure every deal on our platform runs smoothly. We work directly with fund managers and investors to solve problems, keep timelines on track, and make sure nothing slips through the cracks. We’re the first point of contact when something needs fixing, and we work closely with teams across Sydecar to get the right outcome. About the Role As a Deal Operations Associate, you’ll help support SPV leads and investors through the deal execution process, ensuring they have a smooth, responsive experience. You’ll manage day-to-day customer communications, triage questions and requests, and contribute to a fast-moving, high-stakes environment where attention to detail and customer empathy are key. This is a great opportunity for someone who wants to learn the ins and outs of venture deal operations, build relationships with customers, and get hands-on experience with a growing FinTech platform. What You’ll Do As a Deal Operations Associate, you will: * Own customer communications for your deals, delivering timely, empathetic, and professional responses via email and phone to ensure a seamless experience. * Troubleshoot deal execution issues and coordinate with Legal, Tax, and Product teams to resolve them. * Support SPV Leads and investors by explaining our workflows and guiding them through each step. * Identify opportunities for product and process improvements and share insights with the team. * Contribute to team documentation and knowledge-sharing to support scale and consistency. * Build a strong understanding of our customers, our platform, and the venture investing ecosystem. About You * 2–3 years of experience in customer support, deal operations, or a similar customer-facing role, preferably in the FinTech or alternative investments industries * Excellent written and verbal communication skills. * Organized and process-driven, with strong attention to detail. * Comfortable managing multiple conversations and tasks at once, without dropping the ball. * Energized by helping others, even when issues are urgent or unclear. * Curious and eager to learn about venture capital, fund administration, and financial technology. * Proactive and collaborative team player who thrives in a fast-paced environment. Bonus if you have * Experience working in a customer support role in FinTech, venture investing, or alternative investments industries * Familiarity with fund administration or back-office workflows. * Exposure to compliance, KYC/AML, or investment documentation processes. Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Ownership We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals. Excellence We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution. Humility We value feedback and recognize that growth comes from learning from each other and our experiences. Win Together We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $75K - $90K

Job Description Location: Remote (preference for NYC, Miami & SF Bay Area, will consider all US geographies) About Align Ventures: Align Ventures (“Align”) is a consumer-focused investment firm. Since 2018, we’ve invested in more than 40 companies across early and growth stages, with typical check sizes ranging from $2M - $3M at Seed to $10M–$100M+ in later rounds. Our LP base includes family offices, founders, and operators actively supporting the portfolio. Representative investments include FIGS, The Farmer’s Dog, Billie, Care/Of, Hims/Hers, Airbnb, and Figure AI. Role Overview: We are seeking a self-starter, and organized associate to join our growing operations team. This role offers unique exposure to the venture capital ecosystem. Serving as a key pillar of our team, you'll enhance our operational efficiency, maintain a well-organized investment portfolio, communicate with industry leaders and limited partners, assist with FP&A, and contribute to our mission of supporting and empowering visionary entrepreneurs. Key Responsibilities: • Contribute to developing and implementing internal processes and best practices that continuously improve our fund administration and investor experience., • Coordinate with third-party service providers to ensure regulatory and compliance requirements are met promptly and precisely., • Support accounting and tax teams to deliver timely and accurate financial reporting., • Manage day-to-day LP communications, including facilitating investor due diligence questions, managing access to our investor portal, and supporting subscription document completion., • Maintain database of LP data and proactively coordinate communications during live deal processes., • Bachelor’s degree from a top-tier university in Business Administration, Finance, Economics, Accounting, or another related analytical degree., • 4-6 years of experience in a Business Operations or Fund Operations role, preferably with some knowledge and experience in venture capital. Small team or start-up experience is a preferred., • Strong analytical skills with prior exposure to financial accounting through coursework or industry experience., • Excellent written and verbal communication skills., • Conviction and confidence to execute tasks while navigating ambiguity., • Ability to work independently and collaboratively in a fast-paced, remote environment., • High attention to detail and strong organizational skills., • Proficiency and comfort with using and exploring digital tools (eg. HubSpot, Gusto, Monday.com, Slack, Zapier) – we are always looking for ways to leverage technology to streamline operations. Someone interested in experimenting and implementing technology is preferred., • Process or system-building experience is a plus., • Excellent time management skills and the ability to multi-task and quickly re-prioritize., • Exposure to some of the world’s leading consumer brands and the entrepreneurs that build them., • Competitive salary and performance-based incentives., • Access to co-invest in Align’s venture capital investments., • Opportunities for professional development and career advancement., • Remote work environment and flexibility to work anywhere in the U.S. Align Ventures is an equal-opportunity employer.

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. ⁠‌⁠⁠️‍⁠️‍️‍‌ ‌️‍⁠️‍‌️‍ ‌About the Role We are seeking a highly analytical and detail-oriented Broker Dealer Operations Control Associate to join our team. In this role, you will play a critical part in maintaining operational integrity, ensuring compliance with regulatory standards, and mitigating risk within broker-dealer operations. You will collaborate with various teams to oversee trade settlements, reconciliations, regulatory reporting, and internal audits, ensuring seamless day-to-day operations. Key Responsibilities • Monitor and evaluate broker-dealer operational processes to identify potential risks and ensure compliance with regulatory requirements., • Conduct trade reconciliations and settlement oversight to maintain accuracy and efficiency., • Assist with internal audits and regulatory reporting, collaborating with compliance teams to ensure adherence to FINRA, SEC, and other industry regulations., • Develop and implement operational control procedures to mitigate risk and enhance efficiency., • Investigate discrepancies, trade breaks, and operational issues, resolving them in a timely manner., • Work closely with front-office, back-office, and compliance teams to optimize operational workflows. Qualifications • Bachelor's degree in Finance, Business, Economics, or a related field., • 5+ years of experience in broker-dealer operations, risk management, self-clearing or introducing broker model, • Strong understanding of FINRA, SEC, and other regulatory guidelines., • Excellent analytical skills and attention to detail., • Proficiency in Microsoft Excel, data analytics tools, and trade settlement platforms., • Strong problem-solving abilities and ability to work in a fast-paced environment. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success 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 $70,000 - $140,000. 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

🚀 We’re Growing Our Team at Urban Standard Capital Urban Standard Capital is looking for a Construction & Asset Management Associate to join our fast-paced, entrepreneurial real estate investment firm. Title: Construction and Asset Management Associate Position Overview: Provide construction loan administration & asset management services. This is a hands-on role where you’ll: 🏗️ Oversee residential and commercial projects from start to finish 📊 Manage budgets, schedules, and vendors with precision 🤝 Collaborate with developers, architects, and internal teams to deliver exceptional results We’re seeking someone who is: ✅ Highly organized with strong project management skills ✅ Experienced in construction management, real estate, or asset management ✅ Ready to thrive in a nimble, collaborative environment If you want to be part of a team that’s reshaping the real estate private credit and luxury development space — and you’re ready to roll up your sleeves — we’d love to meet you. 📩 Apply now and help build something extraordinary together. Qualifications • Minimum 3 years’ experience in construction or construction management. Additional relevant experience in real estate industry including development, asset or loan management may be considered, • Bachelor’s degree, • Exceptional communication and organizational skills, • Comprehensive knowledge of AIA forms, construction contracts/forms, and municipal documentation/submission, • Adeptness working with Microsoft Excel, Dropbox, construction management software (such as ProCore, Trustpoint, and digital communication tools, • Willingness to work in Manhattan office and visit construction or development sites as needed Duties and Responsibilities Construction Loan Servicing • Work with firm to optimize policies and procedures for the onboarding and administration of construction loans to exceed industry standards and meet distinct needs of the firm, • Onboard construction loans into tracking and data retention systems and perform technical construction due diligence, • Receive and review draw/funding requests, including assessment of construction issues impacting budget and/or schedule, as well as tracking procurement, insurance, buyout and sign-off milestones, • Oversee coordination of third-party consultants in providing expert review throughout the administration of loans, • Work closely with the Origination/Underwriting Team (though this is not an origination/underwriting position) and Accounting Team Construction Project Management • Work closely with Asset Management Team to address construction and compliance issues with assets within our rental portfolio, • Assist in resolution of construction concerns with financed projects for which direct involvement with ownership, consultants, and contractors is required, • Assist in managing all aspects of development process of projects within our equity portfolio

A global real estate investment management firm is seeking an Investor Relations Associate / Senior Associate to join the IR department. This individual will be responsible for creating investor reports, pitch books, presentations /slide shows etc., portfolio valuations, responding to investor / client requests, meeting with existing and potential investors, and assisting in capital raising efforts. The company has a phenomenal track record and invests in equity and debt across all asset types throughout the US. This is a unique opportunity with a well-established firm, offering significant earning and growth potential and excellent exposure to upper management and investors. Candidates must have a Bachelor’s Degree and 5+ investor relations experience.

Job DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is part of Client X’s Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention of client reports. The Client Reporting Senior Associate will be responsible for the coordination of client deliverables and client ad-hoc requests. The primary focus will be to ensure all client reporting deliverables and commitments are being met timely and delivered accurately. We seek a candidate who problem solves, takes initiative and has the capability to interact at all levels within the company. The role requires a detailed individual who thrives in a deadline-driven environment and is team-orientated and collaborative to deliver on work projects.Essential Job Functions: • Independently produce global standard and custom client reports., • Collaborate with Client Service teams on new and existing client reporting requirements and requests., • Maintain quality control, ensuring on-time delivery and report accuracy., • Coordinate information and data flow into and out of the report production process., • Utilize Excel skills to assist in solving complex problems, as well as review and enhance current Excel workflow and functions.Preferred Qualifications:, • Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting), • Strong problem-solving and analytical skills including a demonstrated ability to analyze and manage large sets of interconnected data and information., • Experience with large data sets and database relationships., • Attention to detail resulting in the production of consistent and quality work products., • Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level. Basic Qualifications:, • Bachelor’s degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred., • Adept at operating in high-volume, deadline-driven environments and thrive in an entrepreneurial and rapidly evolving atmosphere., • Problem-solving skills and demonstrated ability to take initiative.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description The Platform Operations Associate ensures the seamless operations of all alternative managed accounts. This includes overseeing various aspects of middle and back-office functions, such as fund accounting, collateral management, cash management, treasury operations, and project-based tasks like audits, onboarding new funds, conversions, and liquidations. What you’ll do: • Responsible for the review and approval of pre month end reporting including Non-Trading Accrual computation, and Fee calculations. Assist with fund launches and liquidations, • Manage daily and monthly net asset values (NAVs) for all funds(Hedge funds and fund of funds), • Generate and provide regular reports to internal stakeholders and clients, including performance reports, fee statements, and NAV approvals, in accordance with established timelines and requirements, • Oversee various relationships with outside service providers such as brokers, fund administrators, custodians, tax preparer, investor servicing team and compliance aggregator, • Manage operational aspects related to cash, collateral, and treasury functions, • Responsible for executing cash movements, meeting margin calls, and optimizing cash utilization, • Lead and coordinate various project-based initiatives, including audits, fund onboarding, conversions, and liquidations, • Oversee all day-to-day operational activities of the platform, including wire approvals, account maintenance, and transaction processing, • Monitor operational workflows, identify bottlenecks or inefficiencies, and implement process improvements to optimize operational efficiency and effectiveness, • Prepare and oversee the preparation of annual audited financial statements and tax schedules, • Assist with ad hoc reports special projects as neededQualifications, • Bachelor’s degree or equivalent experience, • At least 4-7 years in financial services, fund operations, prime brokerage, or related fields, • Strong understanding of fund accounting principles and cash management., • Understanding of VBA preferred, • Ability to thrive in a fast-paced and dynamic environment, with a proactive and adaptable approach to challenges Additional Information • This position will work on a hybrid model out of our New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

ROLE: Senior Associate LOCATION: East Rutherford, NJ REPORTS TO: CEO COMPANY DESCRIPTION: Our Client is a premier full-service real estate firm headquartered in East Rutherford, New Jersey. Established in 1980, the Company has built a strong reputation over more than four decades for its expertise in acquiring, developing, managing, and repositioning commercial and residential properties globally. They continue to focus on strategic acquisitions and developments that meet the evolving needs of various industries, including multifamily, life sciences, manufacturing, and logistics. The company's commitment to innovation, sustainability, and client satisfaction positions it as a leader in the real estate sector. POSITION OVERVIEW: Our Client seeks a Senior Associate to join its New Jersey-based team. S/he will be integrally involved in critically evaluating new land opportunities across various asset types and will work closely with the CEO of the Company. POSITION SUMMARY: • Prepare financial models, projections, and analyses on prospective property acquisitions and development opportunities, including market analysis, lease analysis, budget creation, project scope, and return on investment modeling., • Produce deal evaluations for internal review and participate with principals in meetings to consider potential acquisition and development opportunities with minimal oversight., • Assist with the preparation of acquisition proposals and offer letters., • Research market data/demographics, including interfacing with brokers to obtain comparable lease and sales information as well as debt capital market insights., • Produce marketing materials and presentations to current and prospective institutional investors and lenders., • Assist with due diligence and closing activities., • Assist in formulating deal structures, taking into account legal, financial, real estate, and investor/capital aspects of the transaction., • Assist in the preparation of internal and external presentations., • Bachelor's degree required with a concentration in real estate, finance, business, or accounting., • 4+ years of professional experience working within an institutional real estate company or an institutionally backed sponsor is preferred, • Well-versed in Microsoft Office Suite with an emphasis on Excel, Word, and PowerPoint., • Outstanding proficiency in creating complex financial models for real estate financial analysis using Excel, including knowledge of advanced Excel functions and ability to create joint venture waterfalls., • Excellent writing skills and investment memorandum preparation., • Strong analytical, quantitative, and communication skills. Demonstrable understanding of financial statements, use of comparative data and financial forecasting is required., • Ability to work in a challenging, fast-paced environment and handle multiple projects at the same time, including travel on an as-need basis. Accuracy and attention to detail is critical., • Willing to question assumptions, demonstrated passion for continuing education, and has a strong interest in the built environment. Integrity and collaboration are key.

Investment Banking Associate, FIG - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Job Description: Santander Corporate and Investment Banking (SCIB) is seeking a highly motivated and experienced Investment Banking Associate to join our dynamic Financial Institutions Group (FIG), offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading and global financial institution. As an Investment Banking Associate in the FIG team at SCIB, you will advise clients on a wide range of strategic transactions across Insurance / InsurTech, Specialty Finance, FinTech and Asset Management verticals. You will have an exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. You will conduct industry research, evaluate key trends and opportunities, develop financial models, perform valuation analyses and manage the execution of transactions. You will also prepare and deliver presentations to clients and senior leadership, while nurturing and building strong relationships with other industry professionals. At SCIB FIG, you will have a unique opportunity to work with clients across different geographies given our strong presence in the U.S., Europe and Latin America. Key Responsibilities: • Developing content for strategic meetings with clients regarding M&A or capital market transactions, • Interacting with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives, • Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses, • Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations, • Interact and coordinate with teams across various geographies (USA, Europe, LatAm etc.) to present clients with a global view and opportunities, • Provide leadership, mentorship and supervision to Associates and Analysts, • Participate in graduate recruiting Job Qualifications: • Bachelors Degree and 2-3 years minimum of experience as an investment banking analyst, or MBA or equivalent graduate degree in a financial discipline, • Direct FIG Investment Banking experience or related experience in Private Equity, Equity Research, or Corporate Development Preferred Qualifications: • Outstanding academic record, • Exceptional communication skills, both verbal and written, • Strong analytical orientation, with experience with financial statement analysis, modelling, and marketing materials preparation, • Demonstrable commitment to and experience with working in teams, • Demonstrated interest in finance and financial markets Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $131,250.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC

Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. Build your career and unlock your potential at Capvision, one of the fastest growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for a Sales Associate to assist with their continued rapid expansion into the Americas regions. In this role, you will work with the Business Development team to identify, qualify, and build meaningful relationships with clients around the world. Our Business Development team is responsible for identifying Capvision users within new and existing accounts, as well as growing the relationship alongside our research team. This person will join a growing team that works with some of the largest investment management firms and consultancies in the world, helping to discover our client's business initiatives and acting as the Capvision advocate. In this role, you will gain direct exposure to client outreach, relationship management and strong communication skills with significant career progression opportunities at our fast growing firm. Job Responsibilities: • Demonstrate Capvision's value proposition across our entire universe of research services, • Grow and track existing accounts to identify additional opportunities such as new users and up-selling opportunities, • Lead generation: Connect with prospects through strong written and verbal communication, • Gain commitment for an initial visit or initial call with a Senior Sales Associate, • Strong academic background gained in any fully accredited undergraduate bachelor's degree program with a GPA of 3.3 or higher (finance or economics preferred), • 6-8 months of professional sales or business development experience; new grads encouraged to apply, • Proven sales experience in any field of professional sales; Familiar with selling directly or indirectly in a competitive landscape, • Ability to work independently as well as part of a team in a fast-paced environment, • Strong customer service skills with the ability to build rapport and trust with clients, • Good with ambiguity and taking initiative, with agility to make things happen, • Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively, • Demonstrable ability to learn quickly and adapt to a growing, fast-paced working environment, • Positive, motivated, goal-oriented mentality, • Experience with financial institutions, including but not limited to Hedge Funds, PE Firms, Asset Managers, and Consulting Firms, • Competitive compensation and bonus program. Base salary of $68,000 + Sign-on bonus of $3,000 + 10% first year target performance bonus, • Very fast paced and motivated culture, • Great office, colleagues, and growth culture!, • Paid vacation, sick days, and company holidays, • Healthcare, vision, and dental plans, • Tax-free commuter benefits program, • Monday breakfast, weekly happy hours and events, free snacks and coffee/tea, • Mobile phone reimbursement (Annual $600), • Monthly commuting stipend (Annual $1,200), • Company sponsored meal plan - FREE lunch ($1,200 value) Website:

Job Description Company & Team Overview This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn’s transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm — 20 people strong and growing — has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential • This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential., • Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation. • On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY, • You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation., • We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability., • We operate within the Specialization approach, with our agents focusing on specific territories and asset types – promoting collaboration and information sharing, while eliminating internal deal competition., • Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Market Analysis, Property Valuation, and Deal Negotiation skills, • Strong understanding of the commercial real estate industry, • Client Management and Relationship Building, • Financial Modeling and Analytical Skills, • Excellent verbal and written communication and negotiation skills, • Bachelor's degree in Real Estate, Finance, Business, or related field, • Experience in investment sales or commercial real estate industry, • Must be coachable and receptive to feedback, • Must be a team player with integrity Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be passionate about sales, marketing, and the Brooklyn real estate market, • Must be coachable and receptive to feedback, • Must be a team player with integrity, • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Must have strong written and communication skills and a basic understanding of finance, • Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook, • Must possess excellent communication skills; written and spoken, • Friendly, collaborative, work environment, • Full time and on-going training with industry leading experts, • State of the art, award winning designed office with communal kitchen, rooftop terrace and location close to Barclay's Arena/Atlantic Terminal, • Best in practice Client Relationship Management system and full access training., • Membership in industry organizations and paid access to industry events & memberships

Executive Director, Associate General Counsel – Leveraged Finance Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Responsibilities • Provide comprehensive legal support for Santander Corporate & Investment Banking US’s growing Leveraged Finance business and its secondary loan trading partners., • Draft, review and negotiate relevant legal documentation, working along-side the deal team daily., • Partner closely with internal stakeholders to mitigate legal risk at the bank., • Provide advice on relevant laws, rules, regulations and market practice applicable to Leveraged Finance., • Build and maintain relationships with, and oversee engagement of external counsel., • Analyze relevant policy, legislative and legal developments and issues on industry specific topics, and share advice, insights and solutions with internal business and functional clients., • Assist with the support of other Santander Corporate & Investment Banking US businesses as needed and contribute to Firmwide and Legal Department projects and initiatives. Qualifications • Bachelor's Degree, Law / J.D. degree, and active license to practice law in New York., • 10-15 years of legal working experience at law firms and/or financial institutions., • 8+ years relevant experience in leveraged or other bank financing structures. Skills and Abilities • Team player with a desire and aptitude to work in a collaborative environment on a team of high-performing bankers and legal professionals., • Ability to effectively and quickly build relationships and establish trust and respect., • Excellent interpersonal/people and collaboration skills and ability to interact effectively at all levels of the organization and able to stand firm on issues when necessary., • Exert gravitas, judgment and self-confidence, but also a respect for others, regardless of position, and a desire to work as a team and with all levels of management., • Strong sense of urgency with the ability to meet deadlines and not act as a bottleneck for busy teams., • Ability to effectively, efficiently and calmly manage multiple time-sensitive projects., • Entrepreneurial mindset to support a dynamic and growing investment bank., • Excellent verbal and written communication (including briefing) skills., • Excellent drafting, negotiating and counseling skills., • Strong ability to anticipate, identify and solve complex problems. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $153,750.00 USD Maximum: $265,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Position: CastleOak's equity trading team is composed of highly experienced professionals servicing many of the world's largest asset managers and pension funds. We offer agency execution across single stock, program, and algorithmic trading covering domestic and international equities 24/6. We are seeking a motivated and reliable Sales & Trading Coverage Associate to support both our global high-touch and electronic trading flows on the desk. This is an excellent opportunity for a candidate with some trading experience to work alongside a senior trading team, gain exposure to global equity markets, and deepen their understanding of client execution workflows. Essential Responsibilities: • Support day-to-day trading coverage across both high-touch and electronic client flows, including monitoring orders, tracking fills, and providing updates to internal traders and external clients., • Act as a liaison between clients, traders, and operations during live market hours., • Assist with pre- and post-trade processing, including allocations, confirmations, and trade breaks., • Back up trading functions during European and Asian market hours from our New York desk as needed (flexibility to work overnight shifts is essential)., • Prepare and distribute daily trading summaries, market color, and client recaps under the guidance of senior sales traders., • Learn and support the usage of algorithmic trading tools, smart order routing, and trade analytics systems., • Ensure all trading activity adheres to compliance, regulatory, and risk protocols., • Participate in client meetings and trading calls as appropriate, growing into direct client-facing responsibilities over time. Required Qualifications: • 2–5 years of experience in equity trading, operations, or trading support at a broker-dealer, asset manager, or hedge fund, • Demonstrated interest in equity markets and a strong desire to grow into a senior trading or sales trading role, • Excellent organizational and communication skills, • Ability to multitask in a fast-paced, high-pressure environment, • Willingness to work flexible or overnight hours, particularly to support Europe and Asia trading sessions, • FINRA Series 7 and 63 licenses preferred or willingness to obtain shortly after hire. Series 55 a plus., • High attention to detail and integrity in handling sensitive trade and client information, • Base Salary: $100K–$125K, based on experience, • Bonus eligible New York, NY (Hybrid role – minimum 3 days in office per week, with ability to cover off-hours as needed) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

Job Description Are you an operations professional with a passion for precision and performance? Do you thrive in a dynamic, client-focused environment where attention to detail and collaboration are key? Our client, a highly successful Wealth Management firm, is looking for a Senior Associate, Operations to help deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will play a critical role in maintaining the integrity of client investment data and reporting. Using tools like Black Diamond, Fidelity Wealthscape, and Salentica/Salesforce, you’ll be responsible for the accurate and timely accounting of investable assets, reporting workflows, and alternative investment reconciliation. You’ll also support cross-functional teams and ensure seamless operational processes across the firm. Key responsibilities will include: · Oversee daily activity in client accounts, including cash flow, trades, and investment income. · Manage the quarterly and ad-hoc client reporting workflow, collaborating closely with the investment and client relations teams. · Handle capital calls, redemptions, and distributions related to alternative investments · Work directly with third-party custodians (e.g., Fidelity) and platforms (e.g., Black Diamond) to reconcile account data and positions. · Ensure accurate processing of wire transfers and support ad-hoc client operational requests. · Monitor and resolve reconciliation issues in real-time, maintaining data accuracy across systems. For immediate consideration for this position please email Alex.Muzaurieta@roberthalf. · Bachelor’s degree in Finance, Accounting or related field · 3+ year of experience in investment operations, portfolio accounting or fund accounting · Advanced MS Excel skills · Black Diamond experience required · Excellent written and verbal communication skills

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