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Company Description Bluebono is an integrated real estate private credit platform specializing in short-term commercial and residential investment lending, development financing, structured private credit, residential mortgage solutions, and investor capital programs. We support a wide ecosystem of developers, brokers, mortgage bankers, and institutional/private investors through data-driven underwriting, flexible loan programs, and high-integrity credit governance. Our platform spans fix-and-flip, construction, bridge, conventional mortgage and capital partners across onshore/offshore structures. We are scaling rapidly and building sophisticated analytics-driven systems to support loan intake, credit evaluation, pricing, and partner-facing workflows. Role Description The Business Development Associate (Operations & Analytics Track) is a core execution role responsible for owning the lending pipeline end-to-end—from initial deal screening through credit decisioning support, closing coordination, and post-close monitoring and feedback loops. The role operates at the intersection of origination, credit, operations, and analytics, ensuring that deals move efficiently, consistently, and in alignment with platform credit standards and execution timelines. This position functions as a private credit platform operator, managing deal flow, enforcing process discipline, surfacing risks early, improving turnaround time, and building tools and workflows that enhance underwriting quality, execution reliability, and data integrity. The Business Development Associate works cross-functionally with underwriting and credit, operations, business development, capital markets, and product/engineering teams to continuously improve pipeline performance, decision infrastructure, and overall platform scalability. Core Responsibilities • Own and manage the end-to-end lending pipeline from deal screening through underwriting support, closing coordination, and post-close handoff., • Drive deal execution by coordinating underwriting, operations, BD, capital markets, legal, valuation, and third-party partners., • Prepare decision-ready deal materials for credit review, including structure, leverage, collateral, exit strategy, and key risks., • Support credit decisioning through financial analysis, scenario testing, and validation of assumptions., • Monitor pipeline health and execution metrics, including turnaround times, fallout, exceptions, and partner performance., • Identify and resolve execution risks, process bottlenecks, and data gaps; escalate issues as needed., • Build and maintain dashboards, reports, and analytics for pipeline management, credit performance, and investor needs., • Design, document, and improve workflows across software systems, underwriting, closing, and post-close processes., • Develop automation and data tools to improve efficiency and decision quality. Qualifications • Bachelor’s degree in a quantitative, analytical, or business discipline (Finance, Real Estate, Economics, Engineering, Computer Science, Data Science, or similar)., • 1–3 years of experience in real estate lending, private credit, mortgage banking, investment analysis, or deal/credit operations., • Demonstrated ability to identify operational, credit, or execution problems, break them into root causes, and design practical solutions., • Experience translating ambiguous or incomplete deal information into clear assumptions, structured analyses, and defined action plans., • Strong analytical skills, including financial modeling, scenario analysis, and validation of deal-level assumptions., • Experience executing multi-step processes end-to-end, tracking dependencies, and adjusting approach based on outcomes., • Comfortable working across multiple concurrent transactions and iterating on processes to improve speed, accuracy, or decision quality. Preferred • Experience designing or improving workflows, tools, or systems to address recurring operational or credit issues., • Familiarity with data-driven decision-making in lending or investment environments (e.g., pipeline metrics, exception tracking, performance analysis)., • Exposure to underwriting review, credit approval, or investment committee processes., • Experience supporting investor reporting, portfolio monitoring, or capital markets workflows., • Experience operating in regulated or compliance-sensitive lending environments.

Job Overview: We are seeking a highly skilled Business Intelligence Associate with expertise in Power BI and Data Analytics to join our team and support business development efforts across the firm. This individual will collaborate closely with the Business Development team to optimize daily operations, provide strategic insights, and deliver high-level analysis to senior executives. The ideal candidate will play a pivotal role in developing interactive dashboards, enhancing KPI reporting, and managing CRM functionality to drive data-driven decision-making with a strong emphasis on CRM strategy, technology optimization, and implementation of new tools. Key Responsibilities: • Design, develop, and maintain Power BI dashboards and reports to visualize key business metrics., • Manage and optimize KPI reporting for senior leadership, ensuring accuracy and relevance., • Oversee and enhance DealCloud CRM functionality, ensuring smooth data flow and reporting capabilities while actively managing, leveraging and evolving platforms to maximize business impact., • Lead efforts to evaluate, implement and integrate new technologies, • Generate tailored client and business development reports to support strategic initiatives., • Assist with pitch materials and presentations, leveraging data insights to create impactful content., • Handle ad-hoc analysis requests, providing actionable insights to support investment banking operations., • Work cross-functionally to streamline processes and improve data utilization across teams. Required Skills & Qualifications: • Advanced Excel skills (mandatory) – pivot tables, VLOOKUP, TEXTJOIN, and other data manipulation functions., • Power BI proficiency – ability to create interactive dashboards, DAX calculations, and data modeling., • Strong experience with PowerPoint for presentations and pitch materials., • Ability to manage and optimize CRM platforms (DealCloud preferred)., • Strong analytical and problem-solving skills with a keen eye for data accuracy., • Excellent communication skills, with the ability to translate complex data into meaningful insights. Preferred (But Not Required) Skills: • Experience with Grata and Outreach (can be learned on the job)., • DealCloud Platform Manager Certification (a plus but not required)., • Familiarity with investment banking or business development processes. Why Join Us? • Work in a dynamic and fast-paced investment banking environment., • Gain exposure to high-level decision-making and strategic initiatives., • Opportunity to develop and refine data visualization and platform strategy., • Collaborate with senior executives and cross-functional teams to drive business success. If you have a passion for data analytics, visualization, and business intelligence, we encourage you to apply and make a meaningful impact on our firm’s success.

Job Description: Administrative Assistant – Private Equity (bachelor's degree required) Position Summary We are seeking a polished, highly organized, and proactive Administrative Assistant to support a fast-paced private equity environment. This role requires a professional who can manage traditional administrative responsibilities while operating with a high level of discretion, urgency, and attention to detail. The Administrative Assistant will provide day-to-day onsite support to executives and team members, help maintain office operations, and ensure administrative processes run smoothly and efficiently. The ideal candidate is dependable, service-oriented, professional in demeanor, and comfortable working in a deadline-driven, high-expectation business setting. This position is fully onsite and requires daily in-office presence. Key Responsibilities • Provide comprehensive administrative support to executives, investment professionals, and/or broader office teams., • Manage complex calendars, coordinate meetings, and schedule internal and external appointments., • Organize conference calls, video meetings, and in-person meetings, including preparing meeting rooms and materials., • Answer and route phone calls in a professional manner and greet visitors, clients, and vendors., • Coordinate domestic and international travel arrangements, including flights, hotels, car service, and itinerary preparation., • Prepare and submit expense reports and assist with invoice tracking and administrative documentation., • Draft, edit, format, and proofread correspondence, presentations, reports, agendas, and other business documents., • Maintain organized electronic and hard-copy filing systems for administrative and office records., • Handle incoming and outgoing mail, packages, and deliveries., • Order office supplies, monitor inventory, and liaise with vendors to support daily office operations., • Assist with office coordination tasks such as kitchen upkeep, conference room readiness, catering orders, and general workplace appearance., • Support planning and logistics for team meetings, investor meetings, board meetings, and office events., • Track action items, follow up on deadlines, and help ensure timely completion of administrative requests., • Maintain confidential and sensitive information with the highest level of professionalism and discretion., • Serve as a dependable point of contact for internal employees and external stakeholders., • Help onboard new hires from an administrative perspective, including workstation readiness, supplies, and coordination with internal teams., • Provide backup support to other administrative staff as needed., • Assist with special projects and ad hoc administrative assignments in support of firm leadership and office operations. Required Qualifications • High school diploma required; associate degree or bachelor’s degree preferred., • 3+ years of administrative support experience, preferably within private equity, investment management, financial services, banking, professional services, or a similarly fast-paced corporate environment., • Proven experience handling traditional administrative duties in a professional office setting., • Strong calendar management, travel coordination, and meeting scheduling experience., • Excellent verbal and written communication skills., • Strong proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint., • Ability to work onsite daily and support an in-office team environment., • Strong organizational skills with the ability to manage multiple priorities simultaneously., • High attention to detail and strong follow-through., • Demonstrated professionalism, sound judgment, and discretion with confidential information. Preferred Qualifications • Prior experience supporting executives or teams within private equity or other investment-focused environments., • Experience coordinating high-volume scheduling across multiple stakeholders., • Familiarity with expense reporting systems and office operations processes., • Experience working in a smaller, high-touch office environment with high standards for responsiveness and presentation. Success Profile • Highly polished and professional, • Proactive and responsive, • Comfortable supporting senior professionals, • Detail-oriented and organized, • Calm under pressure, • Dependable and team-oriented, • Able to manage routine administrative tasks with consistency and accuracy

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive compensation splits and draw DOE, up to $200K/year As a Senior Managing Director, you will be responsible for running the Los Angeles office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Who We Are Brentwood Associates is a Los Angeles-based private equity firm with over 30 years of experience investing in middle-market growth businesses. Our investment strategy is focused on companies providing essential services and products, including tech-enabled business services and software companies. Since 1984, we've backed more than 50 companies, with a combined transaction value exceeding $7 billion. Our specialty is partnering with ambitious entrepreneurs and management teams to scale great businesses, typically through control transaction in fragmented markets that benefit from consolidation and product or service innovation. If you love numbers, deals, and the thrill of building something big, you’ll fit right in. Check us out at . What You’ll Be Doing We’re looking for a highly motivated Associate to join our tech-enabled Business Services investment team. This role puts you in the driver’s seat of deal sourcing, due diligence, financial modeling, and portfolio management. Translation: you’ll be at the heart of the action, working closely with senior leadership and portfolio company executives to help shape the future of our investments. You will be leading the evaluation of differentiated tech-enabled business services and software companies with up to $75 million of annual recurring revenue, strong growth profiles of 15-20%+, and attractive gross margins and cash flow profiles. We target businesses in fragmented end markets where there is an opportunity to supplement strong organic growth with thoughtful and strategic add-on acquisitions. Such end markets include education technology, healthcare technology, and financial technology/integrated payments, among other vertically focused markets. If you’re the kind of person who enjoys dissecting businesses, diving into financial models, and debating the finer points of EBITDA over coffee, this might be the perfect role for you. • Find and Close Great Deals:, • Identify and evaluate investment opportunities that fit our strategy., • Build and maintain relationships with key industry players (think executives, bankers, consultants and advisors)., • Conduct deep research to develop investment theses—you'll conduct deep research through live customer calls and competitor reviews to thoroughly understand market dynamics and industry trends., • Crunch the Numbers and Think Big:, • Analyze financial, strategic, and operational performance., • Develop and own detailed financial models., • Present findings to our Investment Committee in a clear and concise way., • Structure transactions to ensure well-thought-out, strategic deal-making., • Manage Investments and Create Tangible Value:, • Lead due diligence processes and coordinate with third-party advisors., • Support portfolio companies’ growth by collaborating with their leadership teams., • Drive governance best practices and participate in Board-level initiatives., • Make Brentwood Even Better:, • Help recruit top talent (we love referrals!)., • Build relationships with bankers and strategic partners to set up future exits. Location: Los Angeles, CA (in-office Monday-Thursday, with flexible Fridays). Strong preference for candidates that prefer an in-office working environment (West LA, near Westwood) with strong ties to the LA area. Timing/Program Length: Immediate start. This program is a two-year commitment, with an opportunity to earn a third year based on exceptional performance and fit. The firm is built from within, with tenured employees at all levels. Requirements What We’re Looking For • Up to 5 years of experience in private equity, corporate development, investment banking, or strategy consulting., • A self-starter who’s comfortable juggling multiple responsibilities., • A proactive and driven individual who takes initiative and approaches responsibilities with a sense of ownership and accountability., • A sharp analytical mind with problem-solving skills that impress even the toughest critics., • Exceptional written and verbal communication skills—you should be able to explain complex concepts clearly and persuasively., • A positive, low-ego, team-oriented attitude—cultural fit is incredibly important to us., • Willingness to travel and attend relevant conferences, management meetings, diligence sessions, etc., • A degree from a top-tier university with strong academic performance., • Advanced skills in Excel and PowerPoint, demonstrated intellectual curiosity in learning and leveraging new tools and approaches including ChatGPT, systems thinking, advanced prompt engineering, etc. What’s in It for You? Brentwood Associates offers a competitive Total Rewards package because we know talent when we see it. Benefits include: • Total rewards for this position include a competitive salary, a performance-driven annual bonus, and benefits listed below. Years of experience in a similar role, among other factors, will be used to determine actual compensation., • Comprehensive health, dental, and vision insurance., • A 401(k)-retirement plan., • Unlimited PTO and Paid Holidays. We expect our colleagues to work hard but encourage them to recharge their batteries as needed., • Flexible Fridays—get your work done, whether you choose to do it from our office or from your home., • Professional development and team building opportunities. You will be paired with an experienced Development Advisor who will guide your progress, providing mentorship and support. You will receive annual performance reviews with quarterly check-ins to track growth and help you achieve your goals. We’re an Equal Opportunity Employer At Brentwood, we prioritize hiring and developing a diverse and inclusive team. We evaluate all applicants based on their qualifications and merit, ensuring decisions are not based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. Simply put, if you’re talented, driven, and a great cultural fit, we want you here. Please note, we are not accepting unsolicited resumes from search firms. If you send one without a written agreement, consider it a freebie. Ready to Join Us? If this sounds like your calling, we’d love to hear from you! Apply now and let’s make great investments together.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionAssociate, Investment Banking About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Investment Banking division received its introduction letter from Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising. The Investment Banking team works across a number of core industry verticals, including Business Services, Consumer, Healthcare, Industrials, and Technology & Tech-Enabled Services. The Associate Position The Associate is a key execution role within Palm Tree’s Investment Banking practice. Associates manage active transactions, develop financial analyses, and coordinate the day-to-day execution of complex M&A and capital markets processes. This role is an add-to-staff position supporting Palm Tree’s growing investment banking platform. The ideal candidate will thrive in an entrepreneurial environment as the firm continues to institutionalize its banking processes and expand its advisory capabilities. Palm Tree seeks investment banking professionals who are motivated by accelerated responsibility and a meritocratic culture. This position is well suited for candidates seeking broader exposure across industries and engagement types while gaining meaningful transaction experience. Who We Are Seeking • An investment banker with proven success supporting or leading sell-side processes from start to finish, • A qualified investment banker seeking more “reps” and greater exposure across multiple industries and types of engagements, • Support execution of M&A and capital markets transactions from initial marketing through closing, • Manage transaction timelines, diligence workflows, and communication across stakeholders, • Coordinate investor outreach and manage buyer or investor communications throughout the process, • Assist with due diligence coordination and investor data room managementFinancial Modeling & Analysis, • Lead development of complex financial models, including M&A, LBO, and financing models, • Analyze financial statements, operating metrics, and valuation driversMarketing Materials & Investor Communications, • Lead development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials, • Support preparation of management presentations and investor communications, • Collaborate with senior bankers to craft compelling transaction narratives and positioningClient Engagement, • Work directly with clients to develop financial assumptions and transaction materials, • Communicate regularly with company leadership and transaction stakeholders, • 3–5+ years of prior investment banking experience with demonstrated deal execution exposure, • Experience supporting M&A and capital markets processes, • Advanced proficiency in Microsoft Excel and PowerPoint, • Exceptional organizational and project management skills, • Ability to manage multiple assignments in fast-paced transaction environments, • Strong written and verbal communication skillsCandidates should demonstrate a strong work ethic, attention to detail, and the ability to operate effectively within high-performance, client-service teams. Compensation and Benefits • Base salary range of $125,000–$175,000, with performance-based bonus opportunities., • Comprehensive benefits package including medical, dental, and vision insurance., • Competitive 401(k) program with employer matching contributions., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York., • Unlimited paid time off (PTO). What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR ezeFkjhANR

Job DescriptionAssociate, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Accounting Advisory practice supports clients across complex accounting and financial reporting matters, helping organizations navigate technical accounting challenges, strengthen financial reporting infrastructure, and improve finance and accounting processes within dynamic business environments.The Associate Position The Associate is a key execution leader within Palm Tree’s Accounting Advisory practice. Associates are responsible for overseeing daily engagement activities, offering support and direction to junior colleagues, and ensuring consistent communication with clients. This role requires strong technical accounting expertise combined with the ability to translate financial information into operational insights. Associates play an important role in helping clients improve reporting accuracy, strengthen accounting infrastructure, and optimize financial processes. The ideal candidate will thrive in a client-service environment and be comfortable managing multiple engagements while delivering high-quality client deliverables.Core Responsibilities Engagement Management • Lead day-to-day execution of Accounting Advisory engagements, • Provide guidance, direction, and task management to junior team members, • Communicate regularly with clients regarding engagement progress and deliverables, • Ensure high-quality execution and timely completion of engagement milestonesFinancial Reporting & Technical Accounting, • Prepare and review internal and external financial reporting packages, • Draft accounting memoranda, accounting policies, and technical accounting analyses, • Support external audit processes, including preparation of audit requests and supporting schedules, • Assist with purchase price accounting analyses and related journal entries, • Manage variance analysis across income statement, balance sheet, and operational reportingAccounting Process Improvement, • Review and analyze existing accounting and finance processes to identify improvement opportunities, • Assess root causes of reporting inefficiencies or process bottlenecks, • Provide recommendations for improving month-end close processes, reporting cadence, and automation opportunities, • Support implementation of recommended process improvements within client organizationsData Analysis & Operational Insight, • Perform detailed analyses on financial data and operational metrics, • Translate financial analysis into actionable insights that support operational decision-making, • Guide junior team members’ analysis of financial results and financial statementsClient Engagement, • Lead client meetings and conference calls related to financial reporting, operational discovery, and change management initiatives, • Communicate financial results and reporting insights to management teams, • Support the integration of Palm Tree reporting processes and deliverables into clients’ ongoing business operations, • Provide regular engagement status updates to senior team membersTeam Development & Collaboration, • Train and mentor junior team members, • Support recruiting and onboarding initiatives within the Accounting Advisory team, • Begin participating in business development efforts and client relationship buildingQualifications, • Undergraduate degree in Accounting required, • Active CPA license, • 4–5+ years of relevant professional experience, • Prior experience within a Big 4 or national firm audit practice is required, • Experience within advisory accounting, transaction accounting, or corporate accounting/finance environments preferred, • Familiarity with internal and external financial reporting requirements, • Base salary range of $100,000–$150,000, with performance-based bonus opportunities., • Comprehensive benefits package including medical, dental, and vision insurance., • Competitive 401(k) program with employer matching contributions., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York., • Unlimited paid time off (PTO)., • Opportunities for career advancement within a merit-based, entrepreneurial culture. What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR Gx9rAyXr79

Job DescriptionCSC Generation is the AI-native holding company re-engineering omni-channel retail. We acquire iconic brands and transform them with Genesis—our operating platform unifying a Data Fabric, Automation Engine, proprietary tools, and shared services—to modernize operations, elevate customer experience, and expand margins. With $1B+ in revenue across 13 brands, our portfolio includes Sur La Table, Backcountry, One Kings Lane, and more—premier home and outdoor banners that double as real-world innovation hubs. CSC Generation continues to grow through M&A, revitalizing companies with strong brand recognition and loyal customers. Reports to: Director of Corporate Development Location: Austin, TX (Hybrid); Salt Lake City, UT (Hybrid - 3x/week in-office); Los Angeles, CA (Hybrid); Toronto, ON (Hybrid) About the Role CSC Generation continues to grow through M&A, acquiring and revitalizing consumer and retail brands with strong recognition and loyal customers. The Investments team needs a senior individual contributor who can own critical workstreams across sourcing, diligence, execution, and portfolio value creation. As Private Equity Senior Associate, you will evaluate and execute acquisitions spanning carve-outs, distressed, and special situations while partnering with functional leaders across merchandising, supply chain, digital, finance, and data/AI to drive post-acquisition performance. Within your first six months, you will have led workstreams on live deals, contributed to investment committee materials, and helped launch value-creation roadmaps for newly acquired brands. This is a lean team. You will own a lot, move fast, and make decisions with full end-to-end responsibility. What You'll DoInvestment Analysis & Evaluation • Screen inbound and proprietary opportunities across consumer, retail, ecommerce, and related sectors., • Build and refine LBO and returns models, including sensitivity analysis by channel, store fleet, and digital KPIs., • Lead market and competitive research to size opportunities and benchmark category performance., • Develop sector theses (e.g., omnichannel retail, outdoor & sporting goods, home, specialty consumer) and maintain target lists.Diligence & Transaction Execution, • Own day-to-day workstreams on live deals: data requests, model builds, Q&A, and coordination with internal teams and external advisors., • Analyze historical and projected financial performance, working capital, unit economics, and store/SKU productivity., • Partner with CSC's functional leaders (merchandising, supply chain, digital, finance, data/AI) to run operational and technology due diligence., • Draft investment committee materials: investment thesis, value-creation plan, risks/mitigants, and exit scenarios., • Support negotiation of key business terms, including structure, earn-outs, and go-forward management incentives.Portfolio Value Creation & Monitoring, • Help launch 100-day plans and multi-year value-creation roadmaps for newly acquired brands., • Track portfolio performance through dashboards and monthly reviews; flag variances and assist operators in course correction., • Support initiatives such as pricing and promotion optimization, channel mix improvements, merchandising strategy, store fleet rationalization, and SG&A efficiency., • Work with CSC's AI and analytics teams to embed automation and data-driven decision-making into portfolio operations.Firm Building & Leadership, • Mentor and develop deal team members on modeling, research, and communication., • Contribute to internal tools, playbooks, and templates that enhance the investment and operating approach.Required Qualifications, • 4–7 years of total professional experience, including 2+ years in investment banking, management consulting, or restructuring/special situations advisory and 2+ years in private equity, special situations, or principal investing., • Advanced financial modeling skills: full LBOs, operating models, returns analysis, and debt sizing., • Strong command of accounting, cash flows, and capital structures; comfortable evaluating lender viewpoints., • Ability to turn incomplete or messy data into clear insights and recommendations., • Meaningful experience running workstreams on live deals (diligence, QofE, legal docs, financing, or integration planning)., • Strong communication skills with the ability to work directly with senior executives and advisors., • High proficiency in Excel and PowerPoint., • Comfort operating in lean teams with high ownership and ambiguity., • Willingness to travel to portfolio companies and partners as needed.Preferred Qualifications, • Experience with consumer, retail, ecommerce, or multi-unit businesses., • Exposure to distressed/special situations, corporate carve-outs, or complex integrations., • MBA., • Cross-Functional Impact: Your work spans sourcing, diligence, execution, and portfolio operations—touching every function from merchandising and supply chain to data/AI across multiple brands., • AI-First Skill Building: Get hands-on with advanced AI and automation tools embedded into portfolio operations, building a modern skill set at the intersection of investing, operations, and technology., • End-to-End Ownership: Own full workstreams on live deals and value-creation initiatives from thesis development through execution and post-acquisition performance tracking., • Competitive Benefits (US): Paid time off policies, 401(k) match, medical/dental/vision and a variety of supplemental policies, and employee discounts across our portfolio of brands., • Competitive Benefits (Canada): Paid time off policies, RRSP match, medical, dental, and vision coverage, a variety of supplemental benefit options, and employee discounts across our portfolio of brands.Interview Process, • Recruiter Screen - A 30-minute conversation with our recruiting team to align on the role, your background, and what you are looking for., • Hiring Manager Interview - Conversation with the Head of Investments focused on your deal experience, analytical approach, and investment judgment., • Case / Modeling Exercise - A take-home challenge to understand how you approach financial analysis, problem structuring, and execution., • Leadership Interviews - Deep-dive conversations with CSC senior leadership focused on your experience, operational thinking, and portfolio mindset., • In-Person Interview - We'd like to meet you at our Austin office. Details and logistics will be arranged with your recruiter., • Reference Checks - Conducted in parallel with the final stages where possible.

Job Description Our client, an independent and rapidly expanding boutique investment bank in Los Angeles, is seeking to appoint an Investment Banking Associate to join its growing team. Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. The business is primarily focused on lower middle market sell-side M&A, while also advising on debt capital raises and selected buy-side mandates. Its client base is made up largely of entrepreneur-led businesses across a variety of sectors, including technology, consumer, and business services. This opportunity offers the chance to join at an early stage and work alongside accomplished bankers who are focused on building the firm with a long-term, quality-driven approach. Our client is looking for a motivated, commercially minded Associate who is eager to develop alongside the platform. The Role Our client is hiring an Investment Banking Associate to serve as a key member of the deal team, positioned between the Vice President and Managing Director levels. This is a broad, hands-on role rather than a narrowly focused sector position, offering exposure across multiple industries and transaction types from the outset. Key Responsibilities • Review analyst output and help uphold a consistently high standard of accuracy, professionalism, and presentation quality, • Draft and refine client materials such as pitch books, teasers, CIMs, management presentations, buyer lists, and process communications, • Support origination activities through pitch development, market mapping, target identification, and outreach efforts, • Support execution across M&A, capital raising, and strategic advisory assignments from initial pitch through closing, • Manage diligence processes, virtual data rooms, diligence trackers, and coordination across clients, counterparties, legal advisors, and other stakeholders, • Contribute to broader firm-building initiatives, including recruiting, training, and process improvement efforts, • Conduct company, industry, buyer, and investor research to help inform transaction positioning and business development, • Strong written and verbal communication skills, with the ability to create polished, client-ready materials, • 2–6 years of investment banking experience with meaningful exposure to sell-side M&A, capital raising, or strategic advisory work, • Undergraduate degree with a strong academic record, • Ability to work with urgency, manage multiple workstreams, and remain composed in a fast-paced environment, • Excellent financial modeling and valuation capabilities, • Demonstrated experience supporting transactions from pitch phase through closing, • Proficiency in Excel, PowerPoint, PitchBook, and other standard investment banking tools, • Series 79 and 63 licenses, • Base Salary: Up to $150,000 (commensurate with experience), • Performance Bonus (tied to deal activity and firm performance), • Leave: Unlimited PTO Equal Employment Opportunity Statement: Both Haldren and our clients are Equal Opportunity Employers. For all positions, whether with Haldren or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Haldren and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Haldren and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Haldren and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Haldren and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Haldren and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Haldren and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Haldren and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Haldren or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

The New York City Employees’ Retirement System (NYCERS) is one of the largest municipal public employee retirement systems in the United States with nearly 375,000 active/vested members, retirees and beneficiaries. NYCERS is a defined benefit retirement plan and a cost-sharing, multiple employer public employee retirement system. We are looking for individuals with passion, dedication and commitment to excellence and innovation who are interested in adding to our dynamic and collaborative work environment. Working for the City of New York, you will receive excellent benefits, including healthcare, vision benefits, dental benefits, as well as the opportunity to participate in the City’s retirement plan. NYCERS offers a hybrid work environment with partial onsite work and partial telework. Job Description: NYCERS’ Finance Division seeks a Quality Assurance Administrator. Under the direction of the Finance Deputy Director, the Administrator will have broad oversight of the division, ensure the accuracy and integrity of financial records, transactions and processes, identify issues, and implement corrective actions to maintain compliance and ensure financial accuracy. The Administrator will support the Finance Deputy Director in leading a dynamic 30-member team and providing management and leadership guidance for their staff on a variety of general administrative, general and investment accounting, financial reporting, and banking related issues. The follow-up of delegated work must be very thorough. The Administrator must be a collaborator and able to facilitate collaboration within the Finance Division and with other internal and external stakeholders. Key responsibilities include: Financial Record Review: Conduct thorough reviews of financial records, transactions, and processes to identify potential errors, discrepancies, or areas for improvement. Provide second-level review of all fiscal transactions for accuracy and completeness. Issue Identification and Remediation: Identify and analyze financial discrepancies, errors, or weaknesses in internal controls, and develop and implement corrective actions to address these issues. Compliance: Ensure compliance with relevant financial regulations, accounting standards, and internal policies. Process Improvement: Identify opportunities for process improvement in financial operations and implement changes to enhance efficiency and accuracy. Reporting and Communication: Prepare and present reports on process improvements, and compliance status to management and stakeholders. Training and Support: Provide training and support to other team members on financial processes, procedures, and compliance requirements. Collaboration: Collaborate with colleagues, other departments and external auditors to ensure financial integrity and compliance. An ideal candidate would have: • Strong accounting background and experience in financial reporting, investment accounting, accounts receivable, and accounts payable, and bank reconciliations., • Extensive experience and knowledge of auditing and banking principles., • Experience and demonstrated knowledge of preparing/analyzing year-end audited financial statements for any organization., • Experience with overseeing, planning, and coordination of financial closing process with external CPA auditors., • Experience and knowledge of developing internal control and accounting systems. ADMINISTRATIVE RETIREMENT BENE - 82986 1. A baccalaureate degree from an accredited college or university including or supplemented by 12 credits in mathematics, statistics, accounting, and/or actuarial science and four years of satisfactory full-time experience implementing the provisions of a retirement plan involving the use of mathematical, statistical, actuarial or accounting computations, 18 months of which must have been in an administrative, managerial or executive capacity or supervising professionals implementing the provisions of a retirement plan involving the use of mathematical, statistical, actuarial or accounting computations; or, 2. An associate degree or 60 credits from an accredited college or university, including or supplemented by 12 credits in mathematics, statistics, accounting and/or actuarial science and six years of satisfactory full-time experience as indicated in “1”; or, 3. Education and/or experience equivalent to “1” or “2” above. However, all candidates must have 60 credits from an accredited college or university, including or supplemented by 12 credits in mathematics, statistics, accounting and/or actuarial science and the 18 months of experience in a supervisory, administrative, managerial or executive capacity as described in “1” above. The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

ABOUT US Founded and self-funded by serial entrepreneurs with a track record of success, we are a start-up software and services platform operating in the residential construction space with an emphasis on solar and renewable energy products. Our goal is to fundamentally alter the residential solar landscape. We believe that our unique mix of software, managed service offerings, highly skilled staff, and company culture are positioned to do just that, and the industry is already taking notice. As we enter our 3rd year in business, we have established a clear product-market fit and are experiencing exponential growth in all the important metrics including customers, deal pipeline, revenue, profitability, and headcount. Today, our customers include many of the largest residential solar installers (EPCs) in the industry. At this time, we are seeking a talented Director of Operations to report directly to and be the right hand of the Founders. In this position, over time, you will have the opportunity to assume full operational responsibility and accountability for the day to day operations of all departments and the overall P&L of the company as it grows. ABOUT THE JOB This is a unique opportunity for a financial and operations professional to grow into the day to day operator of what is today a company experiencing explosive, hockey-stick growth and play a key role in driving scalability. The ideal candidate may have experience as an Analyst or Associate in Private Equity or Investment Banking on deal teams with responsibility for due diligence, valuations, financial model development, and related tasks. It is not enough to see the model and see the moves, this job requires equal parts strategic vision and front-line implementation. Applicants must understand and be prepared for the realities and messiness of a start-up and be a master of making order out of chaos. This includes both operating effectively through the imperfection of today while simultaneously visualizing and pushing towards an orderly vision of the future. Above all, the successful candidate takes full accountability for everything on their plate and relentlessly drive every task to completion. • Phase 1: Under the direct supervision of the Co-Founders, you will take ownership of the entire deal pipeline. As these deals are construction projects, each deal has roughly 50 steps to completion. You will learn the business by immersing yourself in the in pipeline and relentlessly seeking to drive velocity. This will entail both direct, person effort as well as driving a staff of on-shore and off-shore resources in addition to working with many external stakeholders. Success in this role requires relentless attention to various excel dashboards and managing/updating these dashboards from a wide range of data sources., • Phase 2: As our software platform continues to mature and achieve greater integration with our customers' systems, you will play a key role in the evolution of our operational model as it becomes more efficient, scaleable, and streamlined., • Phase 3: Grow and manage various departments and drive the overall financial health of the business. SKILLS & QUALIFICATIONS, • 4-10 years of professional experience in the area of business and financial operations including experience in Investment Banking or Private Equity as an Analyst or Associate building financial models., • Exceptionally competent in excel including macros, pivot tables, lookups, complex multi-sheet formulas, etc., • BS, in Finance, Business Operations or related field., • Start-up, ownership mentality. DUTIES & RESPONSIBILITIES, • Work daily from Hollywood office until fully ramped-up. Remote work with occasional work social events thereafter., • Manage, drive velocity and forecast deal pipeline, • Manage and project the deal to cash lifecycle, • Make recommendations regarding staffing levels, • Interview, train, and onboard staff, • Various special projects related to financial and business operations as needed WHAT'S IN IT FOR YOU? This is an ideal opportunity for someone with extensive financial modeling experience to get their feet wet operating a business or for someone with financial modeling experience and some operating experience to take the next step. The business has an established product market fit, skyrocketing demand, exponential customer growth, and it's future is limited only by our ability to streamline operations to accommodate the demand and take market share. For your hard work, you will receive: • A generous base salary, DOE, • Generous bonus as % of salary, DOE, • Generous stipend for health insurance, benefits, etc.

Support senior bankers in identifying and pursuing new business opportunities across three coverage groups: Financial Sponsors, Real Estate, Gaming, Lodging & Leisure ("REGAL") and Industrial Services. Skills and Abilities: Demonstrated knowledge of corporate finance and investment banking products,

Associate - Investment Banking - Los Angeles. This role provides experienced investment banking professionals the opportunity to operate at the intersection of corporate finance, strategic advisory, public policy, and capital markets, applying rigorous financial analysis and transaction execution sk

Investment Banking Associate: Restructuring. GLC's partners and senior bankers collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world's most selective bulge-bracket and elite boutique investment bank

Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experienc

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail

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.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch office in California. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California 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 $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Demonstrated knowledge of corporate finance and investment banking products, with a preference for experience in Financial Sponsors, Real Estate, Gaming, Lodging & Leisure (“REGAL”) and / or Industrial Services. Support senior bankers in identifying and pursuing new business opportunities across

Requires a minimum of a Bachelor’s degree and 3+ years of investment banking experience or an MBA degree. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit trem

A leading financial services provider in Los Angeles is seeking an Associate for their Investment Banking team.

A global financial services leader is seeking an Investment Banking Associate in Los Angeles.In this role, you will support senior bankers, drive the execution process, and mentor junior staff.Candidates should possess a Bachelor's degree in Finance or Business, along with 3+ years in the finance se

Job DescriptionSalary: $85,000 - $120,000/annual DOE The Associate will play an important role on analyzing property-level transactions including capital renovation/reposition projects, leasing activity, operations, financing events, dispositions, and recapitalizations. The role will also support the evaluation and execution of acquisitions & developments alongside senior management. The Associate will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing. Additional responsibilities will include preparing property-level and investor-level reports, tracking property-level budgets and performance against relevant benchmarks, as well as ad-hoc analysis to support the asset management and acquisitions teams for both existing and new investments. ESSENTIAL FUNCTIONS: The list below is intended to summarize most of the major duties and responsibilities of this position and may be modified by Management as deemed appropriate. Each employee may not be required to perform all the duties listed, and cross training may be applied. Asset Management • Support asset management activities, including repositioning strategies, refinancings, and dispositions, • Prepare and present quarterly and annual asset management and portfolio reports, cash flow forecasts, and waterfall distribution analyses, • Provide recommended solutions to any operational issues that could impact the financial performance of an asset, • Manage and track portfolio and asset performance & compliance, including portfolio sensitivities on financing, operations, and leasing to assist senior management and investment partner review of strategic and risk management decisions, • Assist with investment and accounting teams to assess cash flow needs, capital requirements, and property-level distributions on a monthly basis, • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios, capital structures, and cash flow distribution waterfalls, • Monitor the management of capital renovation projects and operating activities, • Analyze proposed leasing transactions for deal approvals and interface with brokers, • Manage workflow with on-site personnel, property management, and accounting teams MARGINAL FUNCTIONS: • Attend meetings and training as required., • Any other duties as assigned by your supervisor which are necessary for the continued operation of the company. QUALIFICATIONS: Education: • 5 to 7 years minimum experience in either a real estate role (asset management, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking analyst program, management consulting, Big 4 accounting), • Experience with Argus is preferred, but not required Technology: • Proficient in Microsoft Office; specifically, Excel, Word and PowerPoint, • Computer literate able to prepare correspondence, access information from property management software and conduct business via e-mail and internet., • Ability to meet stated objectives in an effective and timely manner, • Ability to connect with and to create positive relations with clients and senior management, • Solid analysis, ability to articulate assumptions, conclusions, and recommendations, • Meticulous attention to detail, superior work quality, • Occasional travel (Western US & Texas) COMPETENCIES: • Integrity, • Reliability, • Adaptability, • Communication, • Planning & Organizing, • Analysis / Accuracy / Detail Orientation, • Critical Thinking / Problem Solving, • Teamwork, • Mathematical Aptitude, • Systems Orientation, • Computer Literacy

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials) page is loaded## Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials)locations: UCM - Los Angelestime type: Tempo Integralposted on: Publicado hojejob re

Wells Fargo is seeking Investment Banking Associates to join our Mid-Cap Investment Banking team in our Chicago, IL and Los Angeles, CA locations. Associates are responsible for working on client coverage materials, conducting industry research and screening, transaction origination and execution of

Associates support all facets of our investment banking engagements by:. Houlihan Lokey hires Associates to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. At least two years of investment banking experience.

Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes). Experience in middle market M&A sell side investment banking, preferred. BDO Capital Advisors Experienced Senior Associate.

We are looking to add a high-performing Investment Banking Associate to join our Beauty, Personal Care & Wellness practice, which delivers expert M&A advisory and capital raising services tailored to unique needs of businesses across the Beauty, Personal Care & Wellness industry. Intrepid is a speci

The firm is looking to hire an Investment Banking Associate to fill a critical middle layer on the deal team, sitting between an existing VP and Managing Director level. Founded by a team of seasoned middle market bankers with deep roots in the LA investment banking community, this firm is in an exc

Intrepid Investment Bankers is expanding nationally and seeking experienced Investment Banking Associates across our offices for both M&A and Restructuring advisory. Minimum of two years of sellside M&A advisory and investment banking experience with record of completed transactions from pitch to cl

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Our history spans over 200 years a

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Our history spans over 200 years a

A leading global investment bank in Los Angeles seeks an Associate to contribute to its Aerospace & Defense coverage. Ideal candidates possess investment banking experience, strong financial modeling skills, and a collaborative mindset.

Qualifications Must-Have At least 2 years of experience in investment banking at top firms. Position: Investment Banking Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week Role Responsibilities Evaluate the accuracy and depth of fin

The Opportunity The firm seeks an exceptional Experienced Associate to join their Healthcare investment banking team in San Francisco. Key Responsibilities Transaction Execution & Analysis - Perform sophisticated financial analyses and create complex valuation models - Lead financial modeling across

Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts. Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies.

The Operations Research Analyst will:.Plan and execute Tactically Responsive Space (TacRS) missions, including spacecraft integration, ground systems, launch operations, logistics, and on-orbit execution.Conduct mission analysis, mission planning, CONOPS development, and readiness exercises to suppo

At My Funded Futures, we’re transforming the world of proprietary trading by giving traders the capital, tools, and community they need to succeed.We blend innovation, transparency, and performance to create opportunity — helping traders scale faster and smarter.If you’re passionate about fint