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Associate, Banker - Industry/Country Coverage with Goldman Sachs & Co. LLC in New York, New York. Prepare and review financial projections and models, accounting and regulatory statements, debt and equity filings and documents, and presentations prepared for live deals, corporate board meetings, investment banking pitches and client service projects on corporate finance topics; supervises and reviews memoranda required to gain internal approvals from typical investment banking committees. Interact with senior management on a regular basis to execute projects, provide updates and advice and prepare presentation materials especially as it relates to M&A and equity underwriting processes. Requires: Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and one (1) year of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, International Affairs, or a related field and three (3) years of experience in the job offered or in a related role. Prior experience must include one (1) year of experience with Master’s degree or three (3) years of experience with Bachelor’s degree with: Producing client reports using market data analyses, leveraging electronic data sources including Bloomberg, FactSet, or Capital IQ; performing credit analysis, including analyzing a company’s financial position, evaluating historical cashflow, assessing the maturity profile; analyzing company data, including strategic operating plans, documentation of live transactions, and regulatory filings; executing debt and equity or private M&A (buyside and sell-side) transactions; and Liaising with capital market specialists in connection with the structuring, pricing and distribution of structure. Up 10% percent domestic and international travel required for client meetings and engagement. All travel expenses paid by the firm. Job Code: 8648441 Salary Range: Annual base salary for this New York, New York -based position is $175,000 - $225,000. QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. JobiqoTJN. Keywords: Banker, Location: New York, NY - 10060

A leading international law firm, Debevoise & Plimpton, is seeking a highly motivated associate to join its Restructuring & Leveraged Finance practice in New York This Jobot Job is hosted by: Kendall Barnett Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $225,000 - $425,000 per year A bit about us: An elite international law firm known for advising leading financial institutions, private equity sponsors, and multinational corporations on their most complex matters. The firm’s Restructuring & Finance teams are consistently recognized for their depth of experience, strategic insight, and ability to execute on high-stakes transactions. Market-leading Restructuring & Special Situations practice with global reach Exposure to high-profile, complex transactions across industries Collaborative, team-oriented culture with strong mentorship Direct client interaction and early responsibility Clear path for long-term professional growth within a premier platform Position Overview The ideal candidate will have experience in leveraged finance, restructuring, or a combination of both, and will play a key role advising private equity sponsors, lenders, and corporate clients on a broad range of financing and distressed transactions. This role offers exposure to: Complex leveraged and acquisition financings Distressed debt and special situations In-court and out-of-court restructurings Cross-border transactions involving sophisticated capital structures Why join us? Compensation Cravath-scale base salary and bonus structure (top of the New York market) Total compensation for midlevel and senior associates reaches mid-to-high six figures Comprehensive benefits package This role offers top-of-market, Cravath-scale compensation, along with exposure to sophisticated, high-value transactions within a premier global platform. Job Details Key Responsibilities Draft and negotiate credit agreements, commitment letters, and ancillary financing documents Advise clients on capital structure, liability management, and restructuring strategies Support execution of leveraged buyouts, recapitalizations, and refinancings Assist on Chapter 11 proceedings and out-of-court restructurings Coordinate with internal teams and external stakeholders including financial advisors and investment professionals Manage transaction timelines and contribute to client-facing strategy discussions Who You Are: J.D. from a top-tier law school with strong academic credentials 3–6 years of experience at a leading law firm in leveraged finance, restructuring, or banking Experience representing private equity sponsors, lenders, or corporate borrowers Strong drafting, analytical, and organizational skills Ability to manage multiple complex transactions in a fast-paced environment Admission to the New York Bar (or eligibility required) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Associate, Transaction Advisory Services - Financial Due Diligence! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies. We cover Business Services, Consumer Food and Retail, Healthcare, Industrials, and Technology industries! Why join us? Comprehensive Health Coverage: Includes medical, dental, vision, and access to FSAs and HSAs 401(k) with Pre-tax and Roth Options: Helps build retirement savings with flexibility Discretionary Bonus Opportunities: Potential for cash and/or equity compensation Paid Time Off (PTO): Generous and flexible time-off policies for both exempt and non-exempt employees Family Forming Support: Up to $10,000 annually for fertility, IVF, adoption, and surrogacy Backup Childcare: Up to 10 days per year for eligible employees Employee Assistance Program: Free support for emotional, mental, and physical well-being Financial Planning Services: Guidance on personal finance, investments, and retirement Healthcare Support Services: Help navigating serious or complex medical conditions Basic Life and Long-Term Disability Insurance: Employer-paid coverage for peace of mind Job Details Qualifications: Undergraduate degree from an accredited institution and: 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required) Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues CPA (or at minimum, must be pursuing a CPA) Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description People Placers Staffing, a premier specialist in placing top-notch legal talent, is exclusively representing a highly respected client in their search for an elite finance and lending attorney. § Title: Commercial Finance & Lending Counsel | Mid-Level Associate § Practice Area: Corporate Finance / Syndicated Lending / Commercial Credit Facilities § Location: New York, New York § Salary: $180,000 to $200,000 Base Salary (Complemented by discretionary year-end bonuses and a comprehensive benefits suite including medical, dental, vision, life insurance, a 401(k) facility, and generous paid time off.) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target. § The Firm: A prestigious, mid-market New York City legal institution with a nationally lauded financial services practice. They are frequently recognized by leading industry publications for their sophisticated representation of elite financial institutions, commercial lenders, and corporate borrowers. Founded on principles of meticulous advocacy and commercial pragmatism, this firm punches well above its weight class, handling highly complex debt transactions often reserved for the AmLaw 50. Associates here benefit from an intimate, collegial environment devoid of bureaucratic layers, offering direct mentorship from recognized banking partners and immediate substantive involvement in high-value, cross-border credit facilities. § Duties: The incoming associate will serve as a critical advisor within the firm's elite finance group, orchestrating the life cycle of sophisticated commercial lending arrangements. This role demands a high degree of technical proficiency in secured transactions and an acute understanding of institutional risk management. Core responsibilities include: ⨖ Structuring, documenting, and executing a diverse array of domestic and cross-border financing transactions, encompassing both syndicated and bilateral debt facilities, on an unsecured and secured basis. ⨖ Drafting and intensely negotiating foundational credit documentation, including master credit agreements, complex reimbursement mechanisms, intercreditor frameworks, participation agreements, and receivables purchase arrangements. ⨖ Providing authoritative legal analysis concerning the Uniform Commercial Code (specifically Articles 9, 5, 8, and 12) to ensure the perfection and priority of security interests. ⨖ Navigating the intricate intersection of commercial lending and insolvency by analyzing pertinent issues under the United States Bankruptcy Code to mitigate lender exposure. ⨖ Advising institutional clients on the legal mechanics and regulatory nuances of letters of credit, trade finance vehicles, and specialized funding structures. § Qualifications: Candidates must possess an established track record and the technical expertise required to immediately contribute to a highly sophisticated practice. ⨖ Juris Doctor degree earned from an ABA-accredited academic institution. ⨖ Active admission in good standing to the New York State Bar. ⨖ Four to six years of substantive, direct transactional experience within a recognized law firm's banking, finance, or commercial lending practice group. ⨖ Demonstrated capability in independently managing multiple, fast-paced transaction timelines while maintaining meticulous attention to detail. § Skills: The following attributes are not strictly required but will heavily distinguish an applicant's candidacy: ⨖ A pronounced professional background representing institutional lenders (lender-side counsel) in complex credit arrangements. ⨖ Substantive exposure to the specialized legal frameworks governing trade finance and/or investment fund finance. ⨖ Deep familiarity with the issuance, structuring, and compliance aspects of letters of credit. ⨖ Proficiency leveraging advanced legal technology and AI-driven diligence or drafting tools to enhance transactional efficiency. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. 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 financial models to strengthen reasoning and rigor in model outputs., • Review complex investment banking content for alignment with domain principles and methodologies., • Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance., • Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions., • Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets., • Work independently and asynchronously to meet deadlines while improving AI model performance. Qualifications Must-Have • At least 2 years of experience in investment banking at top firms., • Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis. Compensation & Legal • Hourly contractor, • Paid weekly Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description We're Hiring! Open Legal Positions in Private Credit, Fund Formation, Capital Markets, Debt Finance & Restructuring across US, UK and Asia At Libertas Legal Recruiting, we have open positions below and we are actively partnering with Law Firms to actively build out their teams in Private Credit, Fund Formation, Capital Markets, Debt Finance & Restructuring to strategically build and scale teams across the US, UK and Asia. • Structured Finance Associate (New York & Los Angeles), • Structured Finance, CMBS Associate (Dallas, New York, Chicago & San Francisco), • M&A and Private Equity Associate (New York, Miami, Orange County & San Francisco), • Energy & Infrastructure M&A (Dallas, New York, Chicago & San Francisco), • Banking & Finance Associate (New York, Los Angeles & San Francisco), • Private Funds/Investment Services Associate (New York, Chicago & Washington), • Finance & Transactions Associate (New York, Chicago & Dallas), • Restructuring Mid-Level Associate (New York), • Asset-Based Lending Finance Associate (Boston), • Mid-Level Fund Formation Associate (Boston), • Structured Finance and Securitization Associate (Richmond), • M&A Associate (Los Angeles & Chicago), • Professional Support Lawyer, Debt Finance (Hong Kong), • Capital Markets Associates (Beijing, Shanghai & Hong Kong) Why Libertas Unlike most legal recruiting firms, our offices in New York & San Francisco, the UK, and Asia uniquely position us to work on live recruitment mandates across all the hottest markets. We leverage 25 years of recruiting expertise in Private Credit, Financial Services & Legal to connect top talent with the opportunities in the market. At Libertas, we're always tracking where the market is growing and staying ahead in these “Hot Markets”—ensuring our Clients and Candidates have access to the best opportunities. If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist -- Book a Time on Our Calendars. Book a Time on My Calendar USA: https://calendly.com/cmuessel-libertasgroup/catch-up-recruiting-call-with-chris-muessel-usa Asia: https://calendly.com/cmuessel-libertasgroup/catch-up-recruiting-call-with-chris-muessel-asia

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at www.coreweave.com. What You'll Do: The Corporate Development Associate will support our Equity Capital Markets (ECM) and Investor Relations (IR) efforts as we continue to scale as a public company. This role will be instrumental in executing equity-related capital markets activity, supporting investor engagement, and partnering closely with Finance, Legal, and executive leadership. The ideal candidate brings strong experience from an investment banking background, thrives in a fast-paced environment, and is excited to help build and scale best-in-class capital markets and investor relations processes. In this role you will: • Support CoreWeave's equity capital markets activities, including public equity offerings, convertibles, and PIPE transactions, • Partner closely with internal stakeholders and external advisors (banks, legal counsel, auditors) throughout equity capital raises, • Support ongoing engagement with sell-side and buy-side analysts, including preparation of key messaging, materials, coordination of meetings, regular direct dialogue, and follow-ups, • Own and manage the corporate access calendar, including investor meetings, conferences, roadshows, and non-deal roadshows, • Play a key role in the quarterly earnings process, including preparation of earnings materials, scripts, Q&A, and coordination across teams, • Assist in the development and refinement of investor-facing materials, including earnings decks, investor presentations, and disclosures, • Help ensure consistency and accuracy of external financial messaging in partnership with Finance, Legal, and Communications, • Track market activity, peer performance, and investor sentiment to help inform leadership and strategy Who You Are: • 2+ years of experience in Capital Markets at an investment bank (ECM, leveraged finance, or closely related role), • Strong understanding of equity markets, public company processes, and investor dynamics, • Exceptional analytical, organizational, and project management skills, • Ability to manage multiple workstreams simultaneously in a fast-moving environment, • Strong written and verbal communication skills with comfort interfacing with senior leaders and external stakeholders, • High degree of ownership, attention to detail, and sound judgment, • Experience working with public companies, or supporting IPO-ready organizations, is a plus Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences, • Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. We foster an environment that encourages collaboration and enables the development of innovative solutions to complex problems. As we get set for takeoff, the organization's growth opportunities are constantly expanding. You will be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $99,000 to $145,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs. The benefits below reflect our US-based offerings; for roles in other locations, benefits vary and are shared during the hiring process. These include: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment, • A work culture focused on innovative disruption California Applicants California Consumer Privacy Act Equal Opportunity & Accommodations CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: careers@coreweave.com. Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the role Charlie Health is looking for a Strategy & Operations Sr Analyst / Associate to join our People team. This is not a traditional HR role — it's a strategy and operations job that happens to sit in People. You'll bring the analytical rigor and structured thinking of a finance or consulting background and apply it to one of the highest-leverage functions in the company: how we hire, develop, and retain the people who deliver care. You'll report directly to the Head of People Operations and work at the intersection of workforce planning, data infrastructure, and operational execution. What you'll own Workforce analytics & reporting Build and maintain the dashboards, models, and reporting infrastructure that give leadership a clear picture of headcount, attrition, hiring velocity, and workforce health. Turn raw HR data into insights that drive decisions. People program operations & retention Drive execution of key People team programs — from performance cycles and onboarding to engagement surveys and manager effectiveness initiatives. Take direct ownership of company retention programs (e.g., HiPo program, Analyst/Associate Council), including program design, operational infrastructure, and tracking and reporting on program effectiveness. Build the systems that make these programs run at scale. Cross-functional project management Lead and coordinate cross-functional projects across People, Finance, and Operations. Build project plans, track milestones, align stakeholders, and surface blockers before they become problems. AI, automation & People team modernization Help bring the People team into the next era. Identify manual workflows ripe for automation, evaluate AI-powered HR tools, and build the analytics and data infrastructure to support a modern, insight-driven People function. This is a key part of the role — we want someone who sees technology as a force multiplier and proactively brings ideas to the table. Headcount & compensation planning Partner with Finance and department heads on headcount tracking, headcount request intake, and compensation benchmarking. Own the models that keep our people budget accurate and our offers competitive. What we're looking for • 1–3 years of experience in investment banking, management consulting, private equity, or a strategy & operations role at a high-growth company, • Exceptional analytical skills — you're fluent in Excel/Google Sheets and comfortable building models from scratch; SQL or BI tool experience (Tableau, Looker, Power BI) is a strong plus, • Strong project management instincts — you can run multiple workstreams simultaneously, hold stakeholders accountable, and deliver on time without being chased, • Clear, concise communicator — able to package complex analysis into crisp slides and memos for senior audiences, • Genuine curiosity about how AI and automation can improve the way teams operate — prior experience applying these tools in a work context is a plus, not a requirement, • No prior HR experience required — but an interest in people strategy and the belief that a great workforce is a competitive advantage, • Deep alignment with Charlie Health's mission and a desire to contribute to meaningful work, • Located within 45 minutes of NYC and able to work 4+ days/week in officeWhy this role You'll have direct visibility into the senior leadership team and own work that materially shapes how Charlie Health grows its workforce. This is a high-ownership, high-impact role with a clear path into broader strategy, operations, or people leadership — for someone who wants to build something, not just maintain it. Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $91,000 and $115,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $127,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. 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Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. BUSINESS UNIT Ziegler's Healthcare M&A Investment Banking team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals and senior living, Ziegler is one of the most active M&A firms offering innovative sell-side, buy-side, recapitalization/restructuring, equity private placement and strategic partnering services. POSITION OVERVIEW The Associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the New York market. The Associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions., • Assist in the development and production of proposals and presentations to clients and prospects., • Interact with members of corporate management teams and financial sponsors., • Execute detailed tasks involved in all phases of M&A and private placement engagements., • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics., • Manage the workflow and provide coaching to junior team members., • Provide industry and business research., • Other responsibilities and projects as assigned., • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition., • Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm., • Building a personal brand on Ziegler’s healthcare corporate finance team, a person who will intuitively serve clients in an extraordinary way. PROFESSIONAL QUALIFICATIONS The successful candidate possesses the following qualities: • Minimum of three years of investment banking experience (ideally in a M&A role)., • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must., • High level of accounting knowledge and proficiency around 3-statement financial analysis., • Significant transaction experience., • Strong confidence in Microsoft Excel and PowerPoint capabilities., • Outstanding interpersonal, verbal and written communication skills., • Strong project management skills and attention to detail., • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred., • Flexibility in working extended hours and high travel demands. PERSONAL QUALIFICATIONS • Strong interpersonal, verbal, and written communication skills., • Solid organizational and time management skills., • Demonstrable self-starter and ability to complete and start new tasks without daily supervision., • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic, • Ability to thrive in a fast-paced environment., • Ability to learn quickly new concepts and activities., • Work independently as well as within a team., • Flexibility to travel, sometimes with little advance notice. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Research Associate to join our Biotechnology equity research team. The position is located in New York City. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including building and maintaining financial models and market trackers, performing fundamental analysis and due diligence on biotechnology companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management, scientific and investor conferences, and will interface with key opinion leaders, institutional investor clients, internal sales force and trading personnel. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses one to two years of experience in equity research or a related field with financial modeling and exposure to the equity markets; and have a demonstrable interest in drug development, and a passion for life sciences investing. Attention to detail, a strong work ethic, the ability to multi-task, and excellent written communication skills are required. A MS in biology or similar field is required. An advanced degree (PhD/MD/MBA, etc.) is preferred. We look for people who possess the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated models and for organizing and maintaining industry data—attention to detail is critical;, • A passion for the biotechnology sector, stock market and equity research. It is highly advantageous to have prior exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong communication skills. As time progresses, associates will interact with internal sales and trading and external clients; responsiveness and professionalism is important;, • Strong work ethic. An ability to perform duties under minimal supervision and become fully-licensed (FINRA Registrations: SIE, Series 7/63/86/87) within 6-12 months after starting if not already licensed;, • Proficiency in Microsoft Office required; FactSet, Symphony, Bloomberg would be a bonus. Compensation: 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 ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations, the Associate Director of Investor Relations will play a key execution role across the firm's capital formation and LP engagement activities. This is a high-impact position with meaningful LP exposure, ownership of core IR workstreams and the opportunity to work directly with firm leadership on strategic initiatives. The role is ideal for a strong performer ready to step up into broader responsibility and deepen their LP coverage footprint. FUNDRAISING EXECUTION Work alongside the Head of Investor Relations and senior IR team to execute fundraising campaigns across flagship funds, co-investment vehicles and GP-led secondaries, contributing to market analysis, investor targeting and campaign planning. Lead the production of institutional-quality fundraising materials including PPM, DDQ, pitch decks, VDR content and track record analytics. Coordinate with Finance, Legal, Investment and Impact teams to ensure accuracy, consistency and timeliness. Support legal and structural workstreams alongside external counsel and service providers through the fund formation and launch process. Represent ARCHIMED at investor conferences, industry events and LP meetings alongside senior team members, and develop into an articulate external voice for the firm's strategy, performance and impact story. Manage a growing book of LP relationships across geographies and channels (sovereigns, pensions, insurers, endowments, foundations, fund of funds, family offices, consultants). Identify and help cultivate new prospects to expand the firm's investor base. Support roadshow execution including scheduling, materials, meeting preparation, follow-ups and pipeline tracking in the CRM. IR OPERATIONS Run core IR operational workstreams including quarterly and annual fund and co-investment reporting, working closely with Finance, Impact and Investment Teams. Own day-to-day LP servicing including information requests, DDQ updates, capital call and distribution communications, secondary transfers and bespoke LP requests, escalating to senior IR team members as appropriate. Help plan and execute the Investor AGM and other LP events alongside the Communications team, taking ownership of defined workstreams end to end. Contribute to the continuous improvement of IR systems, processes and reporting standards as the platform scales. CO-INVESTMENTS, GP-LED SECONDARIES & STRATEGIC VEHICLES Support the co-investment program with existing LPs and new institutional investors, partnering with deal teams to package and syndicate opportunities. Contribute to the execution of GP-led secondaries, continuation vehicles and other bespoke capital solutions, taking ownership of defined workstreams alongside senior IR and deal team members. Requirements • 6 to 9 years of relevant experience in investor relations, fundraising, LP coverage, placement or related roles within private equity, investment banking or alternative asset management., • Developing network of institutional LP relationships with demonstrated ability to manage LP interactions with increasing autonomy., • Strong financial acumen. Working fluency with fund structuring, LPA terms, performance metrics (gross and net IRR, TVPI, DPI, PME) and portfolio analytics., • Solid understanding of market practice, fund terms and the competitive landscape in private equity. Healthcare sector knowledge a plus., • Excellent written and verbal communication. Able to translate complex investment theses, industry dynamics and deal structures into clear, factual narratives for sophisticated LP audiences., • Highly organized with the ability to manage multiple workstreams in parallel, drive projects to completion and deliver under pressure without sacrificing quality., • Advanced Excel and PowerPoint skills. Familiarity with IR CRM systems (Dynamo, Backstop, Altvia or similar) preferred., • Higher education degree in finance, economics or business administration. CFA or MBA a plus., • Entrepreneurial mindset and genuine interest in helping build the IR function as the firm grows., • Embodies ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy. This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment. Key Responsibilities · Identify and research acquisition targets across defined geographies and verticals · Conduct high-volume outbound outreach via phone and email · Hold introductory calls with agency owners and executives · Track all outreach activity in Company CRM with complete accuracy · Manage follow-up cadence and nurture long-term opportunities · Coordinate introductory meetings between prospects and senior leadership · Support pipeline reporting and KPI tracking Qualifications · 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role · Comfortable making outbound calls daily · Strong verbal communication skills · Experience using CRM systems required · Highly organized and self-motivated · Competitive and resilient Signers is a proud Equal Opportunity Employer. Signers 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 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, 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. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Investment Banking Debt Advisory & Restructuring team is actively looking for an Associate for our New York office. The candidate will be working closely with senior members of the Debt Advisory & Restructuring Group to advise companies, creditors and other stakeholders in evaluating Strategic Alternatives, including Special Situations Financing, Liability Management, M&A and Restructuring. Responsibilities: • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication, • Conduct, review and oversee development of financial models, valuation analyses, research, • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors, • Support new business and marketing initiatives as appropriate, • Train and mentor junior members on the team, • Prepare client presentations, draft offering memoranda, prepare internal committee memoranda, prepare management and board presentations and other materials for senior bankers as required, • Assess industry research and trends Qualifications: • Experience in investment banking, specifically the restructuring sector, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment, • FINRA Registrations: SIE 7, 79, 63 licenses required at time of hiring or shortly thereafter Compensation: 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 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 $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Our client is a premier technology-focused investment bank offering strategic M&A advisory, agented private capital financing, and debt capital markets services. With deep expertise across Enterprise Software and Infrastructure, FinTech, HealthTech, Internet+Digital Media, eCommerce, Consumer Software, and AIoT & Industrial Technology, the firm has established itself as a trusted advisor to innovative companies and financial sponsors. The Capital Markets team specializes in delivering customized capital solutions spanning the entire capital structurefrom growth debt and venture debt to equity private placements, LBO financings, recapitalizations, and capital structure optimizations. Their experience across multiple credit cycles enables them to navigate complex and challenging situations where traditional approaches fall short. The Opportunity The firm seeks an exceptional Vice President/DIrector with M&A/sponsor-backed deal expertise to join their Capital Markets team. This role offers a unique transition from product-focused structuring to client-facing advisory, where technical skills translate directly into trusted advisor relationships. Candidates will have significant deal ownership, direct CFO and sponsor access, and the entrepreneurial autonomy typical of elite boutiques. Key ResponsibilitiesOrigination & Client Management • Lead relationships with technology company CFOs, treasurers, and private equity sponsors, • Originate capital markets transactions through proactive outreach and existing network leverage, • Develop and present sophisticated financing proposals tailored to strategic objectives, • Build and maintain institutional investor relationships across debt and equity capital providersStructuring & Execution, • Design customized capital solutions including growth debt, LBOs, acquisition financings, recaps, and equity placements, • Structure complex credit agreements, intercreditor arrangements, and covenant packages, • Lead financial analysis and credit underwriting with focus on technology business models and unit economics, • Advise on capital structure optimization in connection with M&A, refinancings, and strategic events, • Manage transaction execution from term sheet through closing, coordinating across legal, accounting, and banking partners, • Navigate challenging financing situations requiring creative, differentiated solutionsTeam Development, • Mentor Associate and Analyst team members on technical and client skills, • Lead internal deal teams ensuring excellence in execution, • Contribute to firm intellectual capital and best practicesRequired Qualifications, • 6-10 years in leveraged finance structuring, debt capital markets, or related investment banking roles, • Strong preference for candidates with leveraged finance structuring backgrounds including expertise in credit documentation, loan structures, and covenant negotiations, • Proven transaction execution track record, preferably in technology, • Deep technical knowledge: credit agreements, first/second lien structures, unitranche, mezzanine, intercreditor agreements, • Existing relationships within the technology finance ecosystem (CFOs, sponsors, lenders, investors), • Bachelor's degree from a top-tier university; Series 79 and 63 (or ability to obtain), • Exceptional financial modeling across various capital structures, • Outstanding communication skills with C-suite presentation experience, • Ability to manage multiple complex transactions simultaneously, • Entrepreneurial mindset suited to boutique environmentPreferred Qualifications, • MBA or advanced degree from leading institution, • Leveraged finance structuring experience at bulge bracket or leading middle-market bank, • Technical expertise in syndicated and direct lending markets, borrowing base mechanics, PIK securities, • Experience structuring sponsor-backed LBOs, dividend recaps, and acquisition financings, • Network across multiple technology verticals, • Background in private equity, venture capital, or technology operating roles, • Track record of client origination, • Multi-cycle market experienceCompensation & Benefits, • Highly competitive base salary commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Flexible PTO policy, • Professional development budget, • Industry conference attendance

Job DescriptionWelcome to Fi. We’re a passionate team from Square, Google, Oura, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring – and that's just the beginning. The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi. If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Strategic Finance Associate! Fi is seeking a Strategic Finance Associate to provide strategic and analytical insights, support investor communications, and drive ROI-positive projects alongside senior management as the company scales. As the second hire for this team, you will play a pivotal role in equipping Fi's business leaders with data and tools to guide decision-making as we grow and explore new opportunities. The ideal candidate is a creative, persistent self-starter who thrives on analyzing complex data, contributing innovative ideas, and navigating ambiguity. Detail-oriented, humble, and a team player, you're eager to turn your passion for finance into real-world impact at a rapidly growing, investor-backed company.What You’ll Do: • Own and maintain Fi’s sales forecasts, financial models, and unit economics to support high-stakes decision-making, • Partner with the Data team to define, analyze, and report core business KPIs and key drivers of consumer behavior, • Prepare clear, decision-ready reporting for leadership and investors, • Work closely with Accounting to ensure financial accuracy, alignment, and clarity across the business, • Partner with the executive team on strategic initiatives, capital allocation decisions, and scaling efforts, bringing financial rigor to the company’s highest-impact opportunitiesWhat You’ll Bring:, • 1–3 years of experience in investment banking, consulting, venture capital, private equity, or a similarly rigorous analytical environment, • Strong financial modeling skills, including three-statement models, forecasting, and unit economics; advanced Excel fluency required, • Working knowledge of ROI, LTV/CAC, GAAP, and modern analytics tools such as Tableau or SQL; VBA a plus, • Structured, forward-looking thinker who can balance multiple priorities, bring clarity to complex situations, and translate messy data into sound decisions, • Comfortable working cross-functionally and synthesizing inputs from across the business into a coherent financial narrative, • Empathetic, collaborative partner who values diverse perspectives and supports teammates through strong analytical and organizational skills, • Strong belief in measurement and accountability as the foundation for influence and impactWhy You'll Love Us:, • Time to Recharge: Enjoy flexible PTO to take the breaks you need., • Top-Notch Health Coverage: We’ve got your back (and teeth and eyes) with full medical, dental, and vision insurance., • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best., • Dog-Friendly Office: Bring your pup to work — they’re part of the team, too., • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program., • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!, • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.The anticipated base salary range for this position is $100,000–$120,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support our Food, Grocery, and Consumer Products team. The position is located in New York City. The team currently covers a diverse group of companies including Costco, Target, Walmart, Dollar General, Ulta Beauty, Estee Lauder, ELF Beauty, SharkNinja, Chewy, Freshpet, Kroger, and many others. The research associate will work in conjunction with and support the lead analyst and another research associate on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, ability to multi-task and excellent communication skills are critical. Our ideal candidate is a recent graduate with a strong background in finance or accounting, a keen desire to uncover details to aid in the creation of research, and an interest in consumer and beauty. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • It is highly advantageous to have a passion for and exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • Interest in the Beauty sector with knowledge of key brands, trends, and developments on the social media front;, • Fast, accurate typing skills and meticulous note-taking ability;, • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. Compensation: 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 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 seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing. Responsibilities • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis., • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies., • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses., • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines., • Communication: Express strong, well-reasoned investment opinions through clear writing and internal collaboration. Requirements • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation., • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints., • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts., • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities., • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred., • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns., • Analytical Rigor: Strong attention to detail and high degree of intellectual curiosity., • Ability to build a working 3-statement model in Excel from scratch. Compensation: 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 MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Treasury Analyst/Associate for our New York City office. The primary responsibilities and qualifications include: New Account Management • Establish and maintain new bank accounts across corporate, borrower, investor, reserve, and working capital entities., • Coordinate with internal stakeholders and banking partners to complete KYC and onboarding documentation including any account control agreements such as DACAs, DAISAs, or cash management accounts. Ensure control agreements have been adequately implemented by the bank post agreement execution., • Ensure accounts have been added to Monticello's treasury management platform, Kyriba ensuring reporting and payments processing are available., • Ensure the account is setup to earn the agreed upon rate of interest and any bank fees are determined and approved by Monticello leadership, • Once an account is no longer needed / in use, ensure any control agreements are terminated and the account is closed as required Loan/Investment Closings • Support the treasury component of loan closings, including account setup, wiring instructions, settlement statement review, and funding coordination., • Partner with asset management, loan operations, and legal to ensure proper documentation for controlled accounts and funding flows., • Oversee execution of post-closing cash movements related to borrower, investor, and reserve accounts., • Work closely with Underwriters and the MAM Closing team leading up and on the day of a closing to fund new loans Ongoing Payment Management • Work with internal stakeholders and Monticello's Fund Administrators to coordinate payment setup, approval, and release across recurring and ad hoc corporate, investor, borrower and reserve entity accounts, including remittance to external stakeholders such as participants, warehouse lenders, and investors., • Ensure all accounts payable submissions are approved and remitted for payment timely, confirming vendors have been approved by firm management with any payables detailed fully completed., • Execute recommended daily sweeps, adhering to strict cut-off times for corporate and fund level activities, • Review and monitor bank fees billed to various accounts. Banking Platform / Kyriba Oversight • Manage and maintain banking relationships with multiple financial institutions through the use and ownership of the Kyriba., • Ensure the complete and accurate population of accounts are reporting effectively and any payments challenges are quickly assessed and resolved to completion., • Assist with user administration and payment workflows., • Manage bank portal access where required, • Partner with internal stakeholders to optimize data flow between Kyriba and other systems. Reporting and Analytics • Help to design, create and manage bank reporting dashboards prepared daily, weekly, monthly, ad hoc, providing visibility into liquidity, balances, cash forecasting and transactions across banks, borrowers, investor, and corporate entities. Job Requirements: • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 1–5 years of experience in treasury, corporate finance, banking, or cash management., • Familiarity with Kyriba or similar treasury workstations/ERP systems required., • Strong understanding of banking operations, KYC processes, and control agreements., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Excel, PowerPoint, and financial data tools., • Strong oral and written communication skills with the ability to collaborate across multiple internal and external stakeholders., • Detail-oriented and proactive with a desire to learn and grow within the commercial real estate finance industry. At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position is $85,000-$120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Job Description About Heritage Holding Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades. We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses. Role Overview Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution. Roles & Responsibilities The Associate will support the investment team across new platform and add-on acquisition opportunities, including: Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities Building financial models, returns analyses, operating forecasts, and transaction scenarios Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables Supporting negotiation, financing, closing, and post-close handoff processes Assisting with industry research, market mapping, and evaluation of sourced opportunities Desired Characteristics & Skills Highly driven, intellectually curious, and detail-oriented Strong analytical and financial modeling skills Demonstrated problem-solving ability and sound business judgment Strong written and verbal communication skills Ability to manage multiple workstreams in fast-paced transaction processes Entrepreneurial mindset and willingness to take ownership Desired Qualifications 3.5 GPA or higher Demonstrated interest in investing, private equity, M&A, and business ownership Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred Strong Excel / financial modeling and PowerPoint skills

Job Description A leading elite boutique investment bank is seeking an exceptional technology M&A professional to join our high-performing team. This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. Position Overview Level: Analyst 2/3 Focus: Technology M&A Location: New York City Start Date: Flexible for qualified candidates Responsibilities • Support execution of technology M&A transactions across software, data & analytics, and tech-enabled services, • Build and maintain financial models, conduct valuation analyses, and assist with due diligence, • Prepare marketing materials, management presentations, and Board-level presentations, • Conduct industry and company research to support transaction execution and client advisory, • Coordinate with legal, accounting, and other transaction advisors Required Qualifications • 1-3 years of M&A investment banking experience with exposure to technology sectors, • Strong technical proficiency in financial modeling and valuation, • Exceptional analytical capabilities and attention to detail, • Outstanding written and verbal communication skills, • Ability to start immediately or shortly after bonus season What We Offer • High-Impact Deal Flow: Work on marquee technology transactions with significant market visibility, • Senior Exposure: Direct mentorship from and collaboration with senior bankers, • Career Acceleration: Clear and merit-based path to Associate promotion, • Compensation: Top-tier base salary and bonus, • Culture: Performance-driven environment that values excellence, collaboration, and professional development Location & Work Environment • Office: New York City, • Work Model: On-site/In-office Visa & Immigration • Candidates must be authorized to work in the United States without sponsorship now or in the future

Job Description The Investment Banking Associate will support senior bankers in executing a variety of transactions. This role offers a unique opportunity to gain hands-on experience and build a strong foundation for a career in investment banking. Key Responsibilities include but are not limited to: • Build detailed financial models to evaluate transaction opportunities, including discounted cash flow, comparable company, and precedent transaction analyses., • Conduct industry research, market analysis, and due diligence to support client engagements and identify new business opportunities., • Prepare client presentations, pitch books, and other marketing materials for prospective and existing clients., • Assist in the execution of transactions by preparing valuation analyses, drafting information memorandums, and coordinating due diligence processes., • Work closely with senior bankers, clients, and other stakeholders to deliver high-quality advisory services., • Ensure all deliverables and processes comply with internal standards. Preferred Attributes and Skills • Detail-oriented with strong communication and follow-up skills, as well as a capacity to work independently., • Independent thinker, comfortable taking initiative as well as excellent writing abilities., • Commitment to excellence - perform duties at the highest level possible on a consistent basis., • Excellent interpersonal and communication skills - able to interact with people of all levels in a confident, professional manner., • High degree of integrity-- demonstrated ability and temperament to work with sensitive and confidential information., • Resourcefulness, energy, attention to detail and the ability to multi-task in a fast-paced environment., • Team player - have team-oriented experience and approach., • Desire to grow and take on increasing responsibilities. Requirements • Bachelor’s degree in finance, economics, accounting, or a related field., • 1-3 years of experience in investment banking, corporate finance, or a related role (prior internship experience will be considered)., • Strong analytical and quantitative skills, with experience in financial modeling and valuation techniques., • Strong proficiency in Microsoft Excel, PowerPoint, and other relevant tools., • Familiarity with financial statements, spreadsheets, and accounting, • Experience in creating presentation materials, drafting of memoranda and offering documents for internal and external use, is preferred, • SIE, 63, and 79 licenses preferred (or willingness to obtain prior to hire). Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $65,000 to $80,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job Description We are the trusted online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. We have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits. In 2025, over 12,500 lower middle market businesses pursued M&A via our platform, leading to over 1,000,000 platform connections, 100,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions. What will you be doing? The go-to-market (GTM) team is our sales and account management organization, focused on winning new business and growing our existing relationships across the “sellside” (investment banks, M&A advisors, business brokers, and business owners) and “buyside” (private equity, family offices, corporate development, independent private equity sponsors & search funds). The team comprises sales and customer success professionals responsible for their patch of prospective and/or existing accounts. The Associate / Senior Associate, Sellside Business Development role is a hybrid hunter / farmer role organized around both acquiring and serving a territory of sellside M&A advisors and investment banks. Your objective is to grow your territory’s active healthy member count by selling our sellside deal marketing and business development tools and solutions. The path to outperformance in this role is unlocked by deeply understanding the product, masterfully communicating the value of our platform in conversations with members, and consistently executing effective account outreach, connected call, and follow-up motions. You will be actively supported, developed, and coached in each of these areas. Responsibilities: • Master the our suite of deal marketing product capabilities and the strategic and tactical talk tracks that build trust and drive results with our prospective and active member M&A advisories and investment banks, • Drive growth in your territory’s usage of the platform, measured in both breadth and depth, by methodically engaging in a proactive, targeted and professional set of account management motions (email, phone, Zoom, and in-person meetings), • Be a consistent and thoughtful voice delivering member feedback and product improvement opportunities internally. Communicate member feedback to the organization to help drive the company’s product and member experience strategies and priorities Qualifications: • 3 to 5+ years of quota-carrying experience in B2B sales /account management with a proven record of success, • Prior exposure and sales experience in or around investment banking or private equity is a strong plus, • Exceptionally strong written and oral communication skills, • Referable history of achieving increasing levels of excellence in personal or professional settings Working For Us: We are a small, tight-knit, and mission-aligned team (currently 55+ employees with an average tenure of 3.5+ years). You’ll have the opportunity to have a direct impact on the growth of the company. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano).

Job DescriptionThe Opportunity: Banking + Finance Associate Attorney Send resumes to: Hayley.christina@capstonesp.comLocation: New York, NYCompensation: $300,000-$400,000/per year Position SummaryWe are seeking a talented and experienced Mid-Senior-Level Associate Attorney to join our Banking + Finance Practice Group. This position offers an exciting opportunity to work on cutting-edge private credit transactions and collaborate with a team of accomplished professionals in a dynamic and innovative environment.Job Description • Advise and represent direct lenders, private credit funds, institutional investors, and investment banks in a variety of corporate finance transactions., • Structure, draft, and negotiate documentation for leveraged buyouts, acquisition financings, recapitalizations, and other complex private credit transactions., • Handle first lien, stretch senior, second lien, and subordinated loan transactions, as well as structured equity investments and non-traditional preferred stock financings., • Provide strategic counsel on equity co-investments and other complex financing structures., • Collaborate closely with clients and interdisciplinary teams to ensure the successful execution of transactions., • Conduct legal research and provide advice on compliance with applicable laws and regulations., • Maintain up-to-date knowledge of industry trends, market practices, and legal developments affecting private credit and corporate finance.Qualifications, • Juris Doctor (JD) from an accredited law school with a strong academic background., • Admission to the New York Bar is required., • At least 3 years of corporate legal experience, with significant exposure to private credit transactions., • Demonstrated expertise in structuring and executing complex financial transactions, including first lien, and second lien loans, subordinated debt, and structured equity investments., • Strong oral and written communication skills, with a meticulous attention to detail., • Ability to manage multiple priorities in a fast-paced, deadline-driven environment., • Proven track record of delivering high-quality client service and building strong client relationships.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is seeking a highly motivated, intellectually curious, and data-driven Strategy & Operations Associate to join our Care Strategy team. In this role, you'll focus on improving the group-based care experience—from how clients are matched to groups, to how we plan capacity, retain clinicians, and deliver consistently high-quality care at scale. You'll work closely with Clinical Leadership, Group Operations, Product, and Data teams to design systems and strategies that balance client outcomes, clinician experience, and operational sustainability. This role sits at the center of how Charlie Health delivers care day-to-day. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Analyze and improve the group care experience, including client-to-group matching, attendance, engagement, and outcomes, • Build forecasting and capacity models to support group planning, clinician utilization, and sustainable growth, • Partner with Clinical and Operations leaders to identify drivers of clinician retention, performance, and satisfaction—and design strategies to improve them, • Design and implement scalable processes, systems, and workflows that improve care delivery efficiency and consistency, • Evaluate trade-offs between client experience, clinician capacity, and operational constraints to inform strategic decision-making, • Lead cross-functional initiatives across Care Ops, Clinical, Product, and Engineering teams to implement new programs, tools, or care models, • Develop dashboards, performance tracking, and executive-ready materials to communicate insights and recommendations to leadership, • Support experimentation around group structure, scheduling, staffing models, and care pathways Requirements • At least 2–4+ years of relevant professional experience, including 1–2 years in investment banking, management consulting, private equity, or at a high-growth start-up, • Bachelor's degree in Business, Finance, Economics, or a related field, • Advanced analytical skills—you're fluent in Excel and comfortable building models from scratch; SQL or BI tool experience (Tableau, Hex, Power BI) is a plus, • Strong organizational skills with demonstrated ability to manage multiple projects and workstreams concurrently, • Exceptional written and verbal communication skills, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver with the ability to adapt quickly to changing priorities, • Meticulous attention to detail and a commitment to delivering high-quality work, • Strong analytical mindset with the ability to synthesize data into actionable insights; experience with healthcare analytics is a plus, • Located within a 45-minute commute of New York City and able to work on-site four days per weekBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $106,000 and $135,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $117,000 and $148,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionABOUT INITIO CAPITAL Initio Capital is a strategic growth partner for founders, startups, and scaling businesses. We help companies launch, operate, and grow through services including capital raising, bookkeeping, recruiting, product development, operational infrastructure, and founder community memberships. We are looking for entrepreneurial sales professionals who want full ownership of the sales process and the opportunity to build long-term client relationships. THE ROLE As a Full-Cycle Account Executive, you will own the entire customer journey from initial outreach through closing and account expansion. You will identify opportunities, generate conversations, conduct discovery, run demos, present solutions, close business, manage client relationships, and uncover additional opportunities within existing accounts. This is a highly entrepreneurial role for someone who enjoys building relationships, solving business problems, and driving revenue through consultative sales. RESPONSIBILITIESProspecting & Pipeline Generation • Identify and engage founders, executives, and business owners, • Build and manage a consistent pipeline of opportunities, • Conduct outbound outreach through multiple channels, • Generate meetings through networking, referrals, partnerships, and direct outreach, • Maintain consistent follow-up and nurture prospects through the sales cycleDiscovery & Qualification, • Conduct discovery conversations with prospective clients, • Understand business goals, operational challenges, and growth priorities, • Identify opportunities across Initio Capital's service offerings, • Evaluate fit and recommend appropriate solutionsSales & Closing, • Conduct sales presentations and consultations, • Present proposals and service recommendations, • Manage negotiations and objections, • Guide prospects through the decision-making process, • Close new business across multiple service lines and membershipsAccount Management & Expansion, • Support client onboarding and transition to delivery teams, • Build long-term relationships with clients, • Identify cross-sell and upsell opportunities, • Drive client retention and renewals, • Act as a trusted advisor throughout the customer lifecycleCRM & Operations, • Maintain accurate records of all sales activity, • Track pipeline progression and client communications, • Manage forecasting and reporting, • Collaborate with leadership on sales strategy and process improvementsIDEAL CUSTOMER PROFILE You will work directly with: • Startup founders, • Small business owners, • Venture-backed companies, • Growing service businesses, • Technology companies, • Entrepreneurs and operators, • Companies seeking operational support, growth services, talent solutions, or capital accessWHAT WE'RE LOOKING FORRequired, • Experience in sales, business development, recruiting, consulting, account management, or client-facing roles, • Strong communication and relationship-building skills, • Ability to manage a sales process from prospecting through close, • Consultative selling and discovery expertise, • Self-motivated and comfortable working independently, • Strong organizational and CRM management skillsPreferred, • Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions, • Familiarity with startups, founders, and entrepreneurial ecosystems, • Experience managing recurring client relationships, • Track record of developing business through referrals and relationship-based sellingWHY JOIN INITIO CAPITAL, • Full ownership of the sales cycle, • Multiple solutions to sell across a growing ecosystem, • Recurring revenue opportunities through long-term client relationships, • Significant earning potential tied directly to performance, • Remote-first environment, • Direct access to founders, operators, and business leaders, • Opportunity to help shape the future of a rapidly growing companyTo Apply Submit your resume along with a brief summary of your sales experience, industries served, and notable results. Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · 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

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Coordinate and perform business due diligence and execute M&A transactions, • Conducting extensive financial modeling and valuation, • Support new business and marketing initiatives as appropriate, • Assessing industry research and trends, • Training and mentoring Analysts on the team Qualifications: • Experience in M&A investment banking, preferably Healthcare focused, • Strong Microsoft Excel skills essential, • Demonstrated aptitude for quantitative and qualitative analysis, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred, • SIE, Series 63, 79 FINRA registrations required at the time of hiring or shortly thereafter Compensation: 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 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 $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About Prospect Rock Partners Founded in 2023, Prospect Rock Partners is a leading global financial search firm that provides a wide range of services to a robust client base that includes investment banks, private equity firms, and corporations looking to fill strategic roles. Founded by a group of former Investment Bankers, Buy-side, and Financial Recruiting executives, this is an exceptional opportunity to partner with senior leadership in identifying and attracting top talent in investment banking. With deep experience serving clients ranging from global banks to elite boutiques, we are adept at assessing financial professionals for their financial acumen, as well as their creativity, ingenuity, and cultural fit. We leverage close relationships and deep industry expertise to share insights into top talent. The Role As a Vice President, Investment Banking Recruiting at Prospect Rock Partners, you will partner with senior leadership to source lateral candidates across all levels of investment banking, from Analysts to Managing Directors. This role offers significant flexibility and work-life balance, making it an ideal opportunity for experienced professionals who may have stepped away from the demanding hours of investment banking but want to leverage their industry expertise in a more sustainable career. This role emphasizes candidate sourcing and pipeline development we need someone who excels at finding and engaging passive candidates, not a business development professional. You will be responsible for managing the full-cycle recruitment process and delivering exceptional talent. Key Responsibilities • Proactively source and identify high-caliber lateral candidates through multiple channels including LinkedIn, industry networking events, professional associations, employee referrals, and direct outreach to passive candidates at competing firms, • Build and maintain a robust pipeline of qualified investment banking professionals through creative sourcing strategies, market mapping, and persistent relationship development with passive candidates, • Manage the complete recruitment lifecycle including initial screening, interview coordination, candidate assessment, offer negotiation, and close, ensuring an exceptional candidate experience at every touchpoint, • Conduct thorough interviews and assessments to evaluate candidates' technical capabilities, deal experience, cultural fit, and alignment with Prospect Rock Partners' values and business objectives, • Collaborate with the HR team to ensure seamless onboarding and integration of new hires into the organization, • Track and analyze recruiting metrics to continuously improve sourcing effectiveness, reduce time-to-fill, and enhance quality of hire Required Qualifications • Strong preference for candidates with prior experience as an investment banking analyst, associate, or in another client-facing role within financial services - firsthand industry experience is highly valued. We welcome professionals who may have transitioned out of investment banking and are seeking to re-engage with the industry in a more flexible capacity., • 3-5 years of recruiting experience with a demonstrated focus on sourcing and lateral recruitment within investment banking, financial services, or professional services OR deep personal network of investment banking professionals, • Proven track record as an exceptional sourcer with the ability to identify, engage, and build relationships with passive candidates who are not actively seeking new opportunities, • Demonstrated success closing difficult searches and competing for top talent in a competitive market environment, • Deep understanding of investment banking roles, career trajectories, and the technical and interpersonal skills required for success in M&A, capital markets, and advisory functions, • Strong interpersonal and communication skills with the ability to build credibility and trust with candidates, hiring managers, and senior executives, • Excellent organizational and project management capabilities with the ability to manage multiple searches simultaneously while maintaining attention to detail, • Experience using applicant tracking systems and recruiting tools Preferred Qualifications • Experience recruiting laterals for boutique investment banks or middle-market M&A advisory firms, • Established network within the investment banking community, • Bachelor's degree from a competitive university What We Offer Prospect Rock Partners provides a collaborative, entrepreneurial environment where your contributions directly impact the growth and success of the firm. We offer flexible work arrangements including remote work options and adaptable schedules, making this an excellent opportunity for professionals seeking better work-life integration while staying connected to the investment banking industry.

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • Assessing industry research and trends Qualifications: • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred, • Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter Compensation: 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 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 $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhy This Role, Why Now OneTrack is a profitable, growth-stage AI company redefining warehouse and logistics technology. We have product-market fit, marquee enterprise clients, and a business that is scaling fast across every function: sales, marketing, communications, people, and the way we run the company itself. The work outpaces the team, and we need someone with the range, instincts, and drive to plug into wherever the leverage is highest. This role reports into the Chief of Staff; it is a foundational hire for our operating team and one of the highest-impact roles we can make as we scale. About the Role As Strategy & Operations Associate, you will work shoulder-to-shoulder with our leadership team to take on the most important, ambiguous, and cross-cutting problems facing the company. One week you are standing up a new GTM motion, the next you are launching a brand campaign, then designing how our team experiences working at OneTrack, then automating an internal workflow with AI agents. You will define the problem, structure the work, and build the thing (whether that is a market entry plan, a product launch playbook, a recruiting funnel, or an agentic workflow that replaces a manual corporate process). The surface area is enormous and the work is genuinely varied. That is the point. We are looking for a generalist who is hungry to learn how a company gets built, excited to create the path forward, and deeply commercial at every altitude. Requirements Key Responsibilities • Flex across the company’s highest-priority initiatives. Partner with leadership to scope, plan, and execute work spanning go-to-market, marketing, communications, employee experience, and internal operations. The portfolio shifts with the business — so will you., • Analyze. Build. Repeat. Turn strategic ideas into operational reality. Stand up new processes, launch campaigns, design programs, and ship internal tools. We value the person who closes the loop., • Reinvent corporate processes with AI. Identify manual, repetitive, or judgment-heavy workflows across the business and rebuild them with AI agents and automation., • Drive GTM and marketing initiatives. Support sales motions, campaign launches, content production, and external communications. You will move comfortably between strategy work (positioning, segmentation, pricing experiments) and execution (writing the post, briefing the agency, tailoring the pitch)., • Shape the very best employee experience. Help us build a place people are proud to work at. Stand up development programs, design rituals, support recruiting, and own the everyday details that make the team feel like a team., • Innovate with permission. Spot the gap, propose the fix, and go. We don’t want someone who waits to be told what the next thing is. Experience & Qualifications • 2–5 years of experience in an environment that demanded breadth, ownership, and pace — top-tier consulting, investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a chief of staff seat at a venture-backed company, • Flawless written and verbal communication; you can write a launch announcement, brief a CEO, and explain a new process to a new hire with equal clarity, • Sharp instincts for prioritization and the judgment to know what matters most when everything feels urgent, • Hands-on with modern AI tools and a real point of view on how agents and automation can change how companies operate; bonus if you have already built workflows with LLMs, Claude, ChatGPT, Lovable, Replit, or similar, • Creative, resourceful, and comfortable starting from a blank page —find your way to “yes”, • A bias toward action and a strong work ethic; you would rather try something imperfect than wait for the perfect plan, • Genuine excitement about warehouses, logistics, and physical operations is a plus; obsession with how things actually get built is required Benefits Compensation & Location We are predominantly located in New York and Chicago but remain open to remote employees. Compensation will be commensurate with experience and is estimated to range from $110,000 to $130,000. The role is eligible for a performance-based cash bonus and equity awards.

Job Description Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster. We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that — with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe. About This Role: We are seeking a highly analytical and experienced Investor Relations (IR) Associate to join our team. This role is crucial in managing the relationships between the company and the investment community which continues to grow. The ideal candidate will be a key contributor to all aspects of designing and creating a robust IR function, with significant experience in a dynamic environment that is market-facing with a proven track record supporting the capital markets participants. Experience in sell-side equity research, capital markets or investor-facing roles within scaled organizations desired. This role will initially report to the SVP of Strategic Finance and Corporate Development. What You’ll Be Working On: Public Company Experience Communications with equity and debt providers, organizing investor reporting and outreach. Assist in managing the ongoing requirements and documentation specific to a newly public company environment. Manage relationships across sell-side equity research analysts and coverage universe. Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up. Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions. Financial Reporting & Communications Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials. Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders. Synthesize these interactions for senior management. Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments. Market Intelligence & Strategy Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance. Provide data-driven insights to the executive team and Board of Directors. Maintain list of industry events important for the Crusoe team to attend. Shareholder Analysis: Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies. IR Targeting: Identify and prioritize potential new institutional investors whose mandates align with the company's profile. Build and maintain IR CRM database of investor interactions and engagements. What You’ll Bring to the Team: 3 - 5 years of experience in Investor Relations, Investment Banking, or Equity Research. Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise. Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors). Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP). High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software). Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience. Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality. Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors. Bachelor’s degree in Finance, Economics, Accounting, or a related field. Benefits: Competitive compensation and equity packages Restricted Stock Units Paid time off, paid holidays & leave of absence programs Comprehensive health, dental & vision insurance Employer contributions to HSA account Paid parental leave Paid life insurance, short-term and long-term disability Professional development & tuition reimbursement Mental health & wellness support Commuter benefits (parking & transit) Cell phone stipend 401(k) Retirement plan with company match up to 4% of salary Volunteer time off Global travel insurance & emergency assistance Daily meals allowance Additional perks & programs specific to location Compensation: Compensation will be paid in the range of $140,000 - $170,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job Description Position: Senior Associate, Capital Markets Department: Capital Markets Reports To: Chief Investment Officer Employment Status: Full-Time, Exempt Office Location: Midtown, New York Job Summary: A boutique private bank is seeking a versatile candidate with strong analytical and communication skills to assume a multi-faceted role within a growing organization. The candidate is expected to complete projects with minimal amount of supervision and adapt to changing assignments and responsibilities. The candidate will be part of a team with responsibility over nationwide footprint expansion, private banking product development, and analysis of proprietary investment opportunities. Bank Related Job Responsibilities and Duties: • Preparation of materials for Board of Director meetings., • Mortgage Pricing for Emigrant portfolio loan origination., • Bank Liquidity Reporting., • Interest Rate Swap market-to-market and daily margin posting., • Foreign currency hedging and coupon exchanges USD/AUD., • Manage Relationship with Federal Agencies., • Management of daily, weekly, monthly and quarterly Excel reports related to banking activity, interest rates and loan origination., • Frequent ad hoc analytical projects. Trust Related Responsibilities: • Ongoing client management of investment management accounts, • Analysis of prospective client portfolios in order to develop proposals, • Corporate and Municipal Bond credit analysis and ongoing surveillance and credit committee member., • ETF Model management., • Preparation of quarterly Account Review Committee (ARC) materials and attend ARC meetings, • Develop integral knowledge of BNY Pershing NetX360 custodian platform, • Preparation of regulatory and audit responses for: internal audit, external audit, FOFR and the FDIC. Basic Requirements: • Bachelors in Finance, Economics, or related major, • 4+ years experience within financial services, • Excellent understanding of equity, alternative investing and financial markets., • Strong understanding of financial statements and financial modeling., • Ability to review legal agreements., • Strong written and verbal communication skills., • Close attention to detail, • Strong quantitative ability, intellectual curiosity The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Savings Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$110,000—$125,000 USD

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution. Responsibilities: • Researching industry sector, • Assessing comparable companies, precedent transactions and potential investors/buyers, • Preparing and reviewing complex financial analyses and models, • Crafting detailed memos, presentations and pitches, • Conducting due diligence, • Coordinating group efforts for pitch and transaction related activity, • Presenting materials internally to senior bankers and externally to clients of the firm, • Training and mentoring Analysts within the team Qualifications: • Experience in investment banking and M&A processes more specifically, • Experience with Consumer & Retail sector strongly preferred, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • CapIQ, Factset, Bloomberg and MS Office suite knowledge strongly preferred, • FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter Compensation: 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 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 $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionDescription: About A&E Real Estate Finance A&E Real Estate Finance ("AEREF") is a lending platform in New York City affiliated with A&E Real Estate, one of the largest vertically integrated multifamily owner- operators in New York City. AEREF specializes in customized commercial mortgage financing solutions for experienced and qualified real estate investors and operators. AEREF serves a broad borrower base, including family offices, real estate partnerships, and major investment firms. The dedicated AEREF team is comprised of creative, seasoned lenders adept at evaluating individual financing needs. The executive team is composed of real estate professionals, each with over 20 years of industry experience. AEREF prides itself on mentoring analysts, giving them hands on opportunities to learn from seasoned professionals and make real lending recommendations.A&E Real Estate Finance is looking for a motivated and detail-oriented Commercial Real Estate Finance Associate - Originations to join our team. As an Associate, you will play a pivotal role in facilitating real estate transactions, providing financial analysis, and supporting senior lenders in executing deals. You will be responsible for conducting financial modeling, due diligence, and preparing presentation materials for management. In this role, you will be responsible for developing and maintaining extensive, complex financial models, which evaluate real estate lending investments. To be successful in this position, you will need to have a strong quantitative background and be proficient with creating pro-forma cash flow statements from scratch, modeling scenarios for sensitivity analyses and analyzing real estate data in a fast-paced environment. Job Description: A&E Real Estate Finance is looking for a motivated and detail-oriented Commercial Real Estate Finance Associate - Originations to join our team. As an Associate, you will play a pivotal role in facilitating real estate transactions, providing financial analysis, and supporting senior lenders in executing deals. You will be responsible for conducting financial modeling, due diligence, and preparing presentation materials for management. In this role, you will be responsible for developing and maintaining extensive, complex financial models, which evaluate real estate lending investments. To be successful in this position, you will need to have a strong quantitative background and be proficient with creating pro-forma cash flow statements from scratch, modeling scenarios for sensitivity analyses and analyzing real estate data in a fast-paced environment. Essential Functions: • Originate commercial real estate debt including sourcing, underwriting, creation of investment presentations, and closing, • Support other senior management personnel related to deal screening, extensive underwriting, modeling of cash flows and presentation activities., • Develop quantitative in-depth financial analysis including valuation modeling, cash flow analysis, and scenario planning to evaluate potential real estate lending opportunities., • Provide analytic and loan underwriting support for senior commercial mortgage professionals, build and run financial models, develop proformas, and perform financial and credit analyses of properties, locations, markets, borrowers and other initial due diligence., • Prepare investment memos, presentations, reports for internal stakeholders, and investment committee materials., • Monitor and evaluate portfolio performance, preparing performance reports and variance analyses on key financial metrics and market trends., • Assist with origination and platform related internal projects and data management., • Additional responsibilities as needed. Requirements: • Bachelor's degree in Economics, Mathematics, Finance, Real Estate, or related field required., • Minimum two years of experience required in related capital market activities, banking, real estate, private credit or private equity., • Knowledge of commercial real estate lending and screening commercial real estate loans is preferred., • Solution focused mindset, creative, and a team player., • Ability to work independently and collaboratively in a fast-paced, deadline-driven team environment and manage multiple priorities effectively., • Excellent analytical skills with attention to detail and ability to interpret complex financial data., • Effective communication skills with the ability to present findings and recommendations clearly and concisely., • Strong knowledge of Microsoft Word, PowerPoint and Excel (including VBA and related computer programming languages). Benefits: • Competitive salary ($100,000 to $125,000) and performance-based bonus structure., • Comprehensive benefits package including health insurance., • Opportunities for career growth and professional development., • Dynamic and collaborative work environment with exposure to senior professionals and industry experts., • Location in Midtown Manhattan

Job DescriptionHealthcare M&A Investment Banking Associate Location: New York, NY Salary Range: $175,000 to $225,000 per year Position Summary A specialized healthcare-focused investment banking practice is seeking a highly motivated and analytically driven Healthcare M&A Investment Banking Associate to join its growing team in New York, NY. This is an exceptional opportunity for a finance professional who is passionate about the intersection of healthcare and capital markets. The healthcare sector continues to experience unprecedented transformation, driven by demographic shifts, technological innovation, regulatory evolution, and consolidation across provider, payer, pharmaceutical, medical device, and health technology subsectors. As a result, healthcare M&A advisory activity remains one of the most dynamic and intellectually stimulating areas within investment banking today. In this role, you will work directly alongside senior bankers to execute complex mergers, acquisitions, divestitures, and strategic advisory assignments for a diverse portfolio of healthcare clients. You will play a meaningful role in shaping transaction strategy, building sophisticated financial models, and crafting compelling presentations that drive high-stakes decisions. This position offers significant career acceleration, direct client exposure, and a clear pathway toward Vice President promotion for high performers. If you thrive in a fast-paced, high-accountability environment and want to build deep sector expertise in one of the most consequential industries in the global economy, this role represents an outstanding career opportunity. Core Responsibilities • Lead the development and maintenance of detailed financial models, including DCF, LBO, merger consequence, and comparable company analyses specific to healthcare transactions, • Prepare pitch books, confidential information memoranda, management presentations, and other transaction materials for client engagements, • Conduct comprehensive industry research and competitive landscape analyses across healthcare subsectors including hospitals, physician groups, behavioral health, life sciences, and digital health, • Coordinate due diligence processes, manage data rooms, and interface with legal, accounting, and operational advisors throughout transaction execution, • Support senior bankers in client meetings, calls, and relationship development activities, • Identify and evaluate potential acquisition targets and strategic partners on behalf of sell-side and buy-side clients, • Monitor healthcare industry trends, regulatory developments, and public market activity to generate actionable insights and new business opportunities, • Mentor and provide guidance to junior analysts within the team Must-Have Requirements • Bachelor's degree in finance, economics, accounting, or a related field; MBA strongly preferred, • Two to four years of investment banking experience, with demonstrated deal execution experience in M&A advisory, • Prior exposure to healthcare sector transactions is highly preferred, • Advanced proficiency in financial modeling and valuation methodologies, • Strong command of PowerPoint and Excel in a professional transaction context, • Exceptional written and verbal communication skills with the ability to synthesize complex information clearly, • Proven ability to manage multiple workstreams simultaneously under tight deadlines, • High attention to detail and a commitment to delivering polished, accurate work product, • Series 79 and Series 63 licenses preferred or willingness to obtain upon hire Benefits and Perks • Competitive all-in compensation between $175,000 and $225,000 annually, inclusive of base salary and performance bonus, • Comprehensive medical, dental, and vision insurance coverage effective from day one of employment, • Generous paid time off policy plus firm-recognized holidays, • 401(k) retirement plan with employer matching contributions, • Sponsored licensing and continuing professional education reimbursement, • Annual wellness stipend and access to mental health support resources, • Parental leave for all new parents regardless of gender, • Regular team events, networking opportunities, and formal mentorship programming designed to accelerate your professional development

Job Description Job Description: Investment Banking Associate – Healthcare Group We are seeking a highly motivated and experienced Investment Banking Associate to join our Global Healthcare Group. As an Associate, you will play a pivotal role in executing complex financial transactions, managing client relationships, and leading deal teams. Our Healthcare Group is a market leader, advising top-tier corporations, private equity firms, and disruptive growth companies on mergers and acquisitions (M&A), initial public offerings (IPOs), leveraged buyouts (LBOs), and strategic restructurings. Sub-Vertical Focus Areas Depending on team placement, the Associate will deeply focus on one or more of the following sectors: Healthcare Services: Advising providers, payers, hospital systems, pharmacies, and outsourced services (e.g., CDMOs, CROs) navigating value-based care and industry consolidation. Healthcare IT (HCIT): Partnering with high-growth digital health companies, enterprise software vendors, SaaS platforms, and tech-enabled services transforming clinical and administrative workflows. Biotechnology & Pharma: Working with clinical-stage and commercial biopharmaceutical companies on licensing, joint ventures, follow-on offerings, and cross-border M&A driven by therapeutic innovation. Key Responsibilities Deal Execution: Lead the day-to-day execution of M&A transactions, equity financings, and debt raises. Draft key transaction materials including confidential information memoranda (CIMs), management presentations, and fairness opinions. Financial Modeling & Valuation: Supervise and construct advanced financial models, including discounted cash flow (DCF), leveraged buyout (LBO), merger consequences (accrution/dilution), and public/precedent transaction comparables. Team Leadership & Mentorship: Manage, train, and mentor analysts. Review financial models, pitch books, and industry presentations to ensure the highest quality of deliverables under tight deadlines. Client Management: Act as a primary point of contact for clients throughout deal lifecycles, presenting financial analyses and strategic recommendations directly to C-suite executives and Board members. Market Intelligence: Conduct deep-dive industry research on healthcare trends, regulatory changes (e.g., FDA approvals, reimbursement policy shifts), and competitive landscapes to identify new business opportunities. Qualifications & Skills Experience: * Minimum of 1–2 years of Investment Banking experience as a Direct-Promote Associate, or 2–3 years as a Healthcare Analyst at a reputable peer firm. Alternatively, an MBA from a top-tier business school with a prior background in corporate development, healthcare consulting, or a technical healthcare field. Technical Acumen: Exceptional financial modeling skills with a flawless grasp of corporate finance principles and accounting. Healthcare Knowledge: Strong passion for and understanding of the healthcare ecosystem, including specific regulatory drivers, valuation nuances (e.g., pipeline valuation for Biotech or ARR metrics for HCIT), and macroeconomic trends. Soft Skills: Impeccable verbal and written communication skills; ability to command a room and project confidence to senior clients. Work Ethic: Proven ability to thrive in a fast-paced, high-intensity environment while managing multiple workstreams simultaneously. Licenses: Series 79 and 63 certifications (preferred; required shortly after onboarding). What We Offer Exposure to landmark, front-page healthcare transactions. A collaborative culture that prioritizes long-term career development and upward mobility. Competitive bulge-bracket compensation (base salary + performance-based bonus) and comprehensive benefits package.

Job DescriptionWho we are: Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD.We're looking for: You would be joining Nitra at a critical stage of growth as we scale through Series B and build the foundation for the next phase of the company. We’re looking for a Strategy & Operations Lead to help build and scale the operating system behind Customer Success at Nitra. This is a highly visible, high-impact builder role for someone who thrives in fast-moving environments and enjoys solving hard problems through a combination of data, structured thinking, and pragmatic execution. You will work closely with Customer Success, Sales, Product, Finance, and company leadership to design and improve the systems, processes, and operating motions that drive customer activation, utilization, retention, and expansion. Your work will directly shape how we scale Customer Success from hundreds to thousands of healthcare practices while maintaining strong customer outcomes and operational excellence. The ideal candidate brings about 5+ years of total experience, including successful roles at high-growth technology companies, ideally in Customer Success Operations, Sales Operations, RevOps, or similarly analytical operating roles. The strongest candidates will also bring experience from an investment banking or strategy consulting analyst/associate program, pairing startup operating experience with structured problem-solving, analytical horsepower, and a bias toward execution. This role is designed for someone with high energy, strong ownership, and a proactive mindset. You are comfortable operating through ambiguity reflective of a startup environment and energized by solving problems that do not yet have clear answers. You naturally bring structure to complexity, use data to identify opportunities and risks, and move quickly from insight to action. Pragmatism is key as you identify what matters, prioritize effectively, and help drive execution across disparate teams. Experience supporting high-velocity SMB customer segments and/or healthcare environments is a strong plus Your responsibilities will include: • Own the Customer Success operating cadence, • Lead the daily, weekly, monthly, and quarterly business rhythm for Customer Success in tune with Sales, Product, and Company-level cadences., • Convene key operating reviews, develop analyses, surface insights, and drive actions against business metrics including card spend, marketplace utilization, and AI software adoption, retention, and expansion., • Drive customer utilization, adoption, and retention, • Partner closely with Customer Success, Sales, and Product leadership to improve medium and long-term card and marketplace spend as well as AI product GDR and NDR., • Constantly review and recommend changes to operating metrics, segmentation, and team structure, • Turn data into insights and execution, • Build analyses, dashboards, KPI frameworks, and forecasts to identify trends, root causes, and growth opportunities. Translate insights into pragmatic recommendations and measurable action., • Build scalable systems and processes, • Design and improve workflows, segmentation, forecasting, reporting, and operational processes., • Own and lead software adoption and/or AI tool development., • Own quarterly and annual planning processes, • Work closely with leaders across Customer Success, Sales, Product, Finance, and Operations on planning, performance management, and strategic initiatives., • Partner with finance, leadership to define the strategy, budgets, organizational priorities, and long-term investments needed to scale Customer Success and accelerate business growth.You have:, • Total of 5+ years of experience that includes successful stints at high-growth technology companies, ideally within Customer Success Operations, Sales Operations, RevOps, or similarly analytical operating roles., • Fluent in SQL and building dashboards (Tableau, Sigma, etc), • Experience from an investment banking or strategy consulting analyst/associate program is strongly preferred., • Strong analytical and problem-solving skills, with the ability to turn data into actionable insights and measurable business outcomes., • High energy, strong ownership, and comfort operating in ambiguity within a fast-moving startup environment., • A proactive, builder mindset with a demonstrated ability to independently identify problems and drive solutions., • Experience building scalable processes, reporting, dashboards, workflows, and operating cadences., • Strong communication and stakeholder management skills, with comfort working cross-functionally and directly with executives., • Experience supporting high-velocity SMB environments and/or healthcare practices is a plus., • Bachelors or equivalent degree from an accredited institution. We offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win, • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra, • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match, • Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day.The base salary range for this full-time position is $150k - $180k + equity + benefits. Our salary ranges are determined by role, level, and location. Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description As an Associate on the FP&A team at VTS, you will play a critical role in shaping the strategic direction of a leading SaaS proptech company. You'll join a team that is considered the brain of the company—identifying opportunities to drive value creation, enhance internal business performance, and support high-impact external engagements. This is a unique opportunity for someone with strong quantitative horsepower and entrepreneurial drive to influence meaningful decisions and growth at VTS. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. Every day you will: • Partner with senior leadership across departments to develop strategic plans, analyze business performance, and deliver actionable insights., • Conduct deep-dive analyses on company performance, market dynamics, pricing, customer behavior, and key operational levers., • Collaborate on the preparation of board materials, investor updates, and M&A evaluations—supporting both inbound and outbound opportunities., • Own and enhance forecasting, budgeting, and reporting processes for key business units., • Identify and lead initiatives to improve internal processes and data integrity, ensuring we scale effectively with growth. Here's what you can expect as an Associate at VTS: • High visibility and direct impact on company strategy, financial performance, and operational execution., • Exposure to cross-functional initiatives involving GTM, product, operations, and executive leadership., • Opportunities to grow quickly and take on increased responsibilities in a dynamic, fast-paced SaaS environment. To thrive in this role, you should have: • 2–3 years of experience in investment banking, top-tier consulting, or a similarly rigorous and analytical FP&A environment., • Exceptional analytical skills and financial acumen with a strong grasp of corporate finance, accounting, and SaaS business models., • A self-starter mindset with a high sense of ownership, intellectual curiosity, and a bias toward action., • Strong communication skills with the ability to distill complex insights into concise recommendations for executive audiences., • Advanced Excel and PowerPoint skills; experience with financial modeling, data visualization tools (e.g., Tableau, Looker), or SQL is a plus., • You have demonstrated your ability to independently solve complex problems with minimal guidance. You've taken raw data and built models or frameworks that informed strategic decisions. You bring a critical eye to business operations and instinctively look for ways to drive efficiency and value creation. What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages., • Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more! About VTS: VTS is the only AI-driven technology platform enabling intelligent real estate by unifying industry professionals, investors, and their customers at scale. In 2013, VTS revolutionized commercial real estate leasing operations with what is now VTS Lease. Today, VTS AI is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by the real estate industry globally. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $110,000 and $125,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO Guidelines VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at ta@vts.com Privacy Policy

Job Description Every day, we work together for what matters – bold, swift, and equitable climate action. ABOUT THE ROLE As a Senior Consultant on the Power Markets team, you will help accelerate 3Degrees’ expansion into the $55B transferable tax credit (TTC) market. Our Power Markets team has a strong reputation of delivering expert renewable energy strategy and implementation services, including advising clients on large, complex transactions such as power purchase agreements (PPAs) and biomethane purchase agreements (BPAs). This position will play an essential role in expanding 3Degrees’ TTC advisory services for corporate clients, which help finance utility-scale clean energy projects. You will provide subject matter expertise on the various aspects of TTC transactions, combining your tax and accounting experience with the team’s deep knowledge of renewable energy projects and energy markets in order to advise clients on the successful execution of tax credit deals. This is a high-impact role requiring a unique blend of tax accounting fluency and a client-facing consulting skillset. You will help move potential advisory engagements from initial sales conversations to close (in conjunction with account executives on the Global Business Solutions (GBS) team) and then execute on those consulting engagements alongside Power Markets team members, all the while providing the technical credibility needed to satisfy corporate tax departments and their external advisors. This is a full time, exempt role reporting to the Associate Director, Power Markets. We value camaraderie, team collaboration, and the benefits of in-person connection, while offering flexibility. For this role, we prefer candidates to join us in a voluntary, flexible hybrid work style in one of our office hubs in San Francisco, CA; Portland, ME; or New York, NY. For exceptional remote candidates, we strongly prefer those located in states where we are currently eligible to hire: CA, OR, NY, WA, ME, TX, CO, MI, FL, MA, MN, VA, DC, GA, UT, and IL. While we prioritize candidates in, or open to relocating to, these states, we may consider outstanding remote candidates from other US states. Please note that hiring in a new state would involve evaluating the implications of establishing a new hiring presence there. Additionally, 3Degrees does not provide relocation assistance for this position. WHAT YOU’LL DO • TTC advisory service build-out: Assist the Associate Director in building-out 3Degrees’ TTC offering, expanding the service line with the full support of the Power Markets and Global Business Solutions (GBS) teams., • Business development: Partner with account executives on the GBS team to pitch TTC solutions to corporate clients. You must be able to translate tax concepts into a compelling business case for C-suite and tax executives while also making it digestible by non-financial stakeholders., • Client stakeholder engagement: Serve as a trusted advisor to our corporate clients, sharing your expertise in educational workshops that align a client’s internal teams—from tax to sustainability—around a shared vision of climate impact and financial efficiency. Act as the technical liaison to clients’ internal and external tax advisors, accounting teams, and legal counsel to ensure credibility and efficacy of 3Degrees’ advisory services., • Strategic sourcing & developer relations: In conjunction with Power Markets team members, nurture meaningful relationships within the renewable energy ecosystem to ensure our clients have access to diverse, impactful TTC project options that are risk-mitigated and highly likely to reach commercial operation., • Risk mitigation & quality assurance: Lead the evaluation of project-level risks, including "recapture" risk and qualification for bonus credits (e.g., domestic content, energy communities), ensuring that all credits presented to buyers meet rigorous standards., • Contract negotiation: Help negotiate Tax Credit Transfer Agreements (TCTAs), working closely with clients’ commercial, tax, accounting, and legal teams., • Cross-functional collaboration: Work with various internal teams to architect hybrid product offerings that differentiate 3Degrees. Requirements ABOUT YOU • Professional experience: 3-4+ years in accounting, finance, tax equity, investment banking, or specialized energy law. Specific experience in these areas related to renewable energy is certainly a bonus, but not required., • Track record: You have worked as part of a team to help close tax credit transactions and advise clients along the way. Experience in tax equity or other transferable tax credit markets (even outside of renewables) is required., • Tax accounting fluency: You possess practical knowledge of tax credit transferability, as introduced in the Inflation Reduction Act (IRA), and the U.S. Federal Tax Code, specifically Section 6418 provisions. While a CPA is not strictly required, you must be able to build technical trust with corporate accountants and tax advisors., • The "consultative seller" mindset: You enjoy business development and are comfortable being the technical lead on sales calls., • Strong project management: You have demonstrated attention to technical detail and thrive on being the "technical engine" of the consultative engagement., • Communication: Ability to translate complex concepts into "c-suite ready" pitch materials and executive presentations., • Education: A Bachelor’s degree in Finance, Accounting, Economics, or Engineering is required. Advanced degrees (JD, MBA, or Master’s in Taxation) or certifications HOW WE DEFINE SUCCESS Within 30 Days: • Technical upskilling: Empower internal teams by sharing tax and accounting subject matter expertise in relation to TTC transactions, fostering a culture of shared knowledge and cross-departmental fluency., • Sales & consulting materials review & development: Review and improve existing TTC collateral and help develop new sales and consulting materials., • Pipeline identification: Collaborate with account leads to identify clients where TTCs can deepen their decarbonization impact and strengthen their renewable energy portfolios., • Business development: Participate in TTC sales calls with prospective clients, providing tax and accounting subject matter expertise. Within 90 Days: • Go-to-market strategy: Work with the Associate Director to review and improve the TTC go-to-market plan, including helping to refine value propositions for different corporate buyer personas (e.g., tax-heavy vs. sustainability-driven clients)., • Pipeline velocity: In partnership with the Associate Director and GBS team, help advance at least three qualified prospects from the "Discovery" phase to the "Formal Proposal" or "LOI" stage, demonstrating the ability to address technical tax/accounting objections., • Technical authority: Participate in discovery calls and technical presentations as a subject matter expert, consistently achieving high "technical trust" ratings in internal sales debriefs., • Competitive positioning: Complete an assessment of the TTC competitive landscape, delivering a differentiation guide that enables the sales team to articulate 3Degrees’ unique advantages in the market., • Collateral refinement: Develop and/or help refine a set of "C-suite ready" educational materials specifically addressing risk mitigation (e.g., recapture and qualification audits) to streamline the client's internal approval process. Within 6 Months: • Sell TTC advisory engagements: Along with the Associate Director and GBS team, successfully execute TTC transaction consulting contracts for 3Degrees, establishing a repeatable end-to-end sales closing process. Within 1 Year: • Execute TTC transactions: Along with the Associate Director and GBS team, successfully close a TTC transaction for a client, earning a 3Degrees success fee and establishing a repeatable process for TTC advisory and securing deals on behalf of clients. Benefits COMPENSATION & BENEFITS • Compensation: The minimum and maximum salary for this position is $117,565 to $135,200 in the US. The level of pay within the range will depend on a variety of job-related factors that may include location, role requirements, relevant prior experience and/or education, or particular skills and expertise, • Benefits: This position is eligible for a benefits package that includes medical, dental, vision, 401k, flexible paid time off and more. Additional information regarding the benefits available for this position can be found at: https://jobs.jobvite.com/3degrees/jobs/jointheteam, • Supplemental Pay: This position is eligible for discretionary bonus programs including the company’s profit sharing program and an annual performance bonus., • This compensation and benefits information is based on 3Degrees’ good faith estimate as of the date of publication and may be modified in the future

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

Job Description Looking for a Special Assets Senior Associate, Loan Workout position with 4–6 years of experience in Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking with exposure to stressed and distressed credits with a Premier Private Credit firm in New York. The Special Assets team at Premier Private Credit firm focuses on managing stressed and underperforming credit investments, evaluating restructuring and recovery alternatives, and maximizing value across portfolio companies. The Associate will work closely with deal teams and senior professionals to assess credit performance, liquidity, and recovery prospects while supporting complex restructuring and amendment processes. This role requires a highly analytical professional who can evaluate distressed situations, build financial models, and collaborate across internal and external stakeholders to achieve optimal outcomes. Key Responsibilities • Manage and monitor a portfolio of stressed and underperforming credits, including owned portfolio companies., • Re-underwrite actionable credits with a focus on liquidity, operational performance, and recovery prospects., • Evaluate restructuring, amendment, waiver, and recovery alternatives through detailed financial analysis and scenario modeling., • Support value creation and recovery strategies for portfolio companies and credit investments., • Participate in negotiations with financial sponsors, management teams, lenders, and other stakeholders across the capital structure., • Prepare internal memos, portfolio updates, restructuring materials, and investment committee presentations., • Contribute to deal team discussions by identifying key risks, opportunities, and recommended courses of action. Credit Analysis & Transaction Execution • Build and maintain financial models including liquidity analysis, downside cases, recovery analysis, and debt waterfall scenarios., • Assess covenant compliance, cash flow performance, and short-term liquidity forecasts., • Analyze complex credit situations and develop recommendations for restructuring and recovery strategies., • Stakeholder Management & Leadership, • Work closely with deal teams, senior investment professionals, financial sponsors, management teams, restructuring advisors, and legal counsel., • Support negotiations and documentation related to amendments, waivers, restructurings, and recovery initiatives. Experience • 4 – 6 years of experience in Credit Workouts, Restructuring, Leveraged Finance, Direct Lending, Private Credit, or Investment Banking., • Prior experience evaluating stressed or distressed credits and participating in restructuring situations is preferred. Education • Bachelor's degree in Finance, Accounting, or a related discipline with a strong academic record. Skills • Strong analytical and quantitative skills with a solid foundation in corporate finance, accounting, and credit analysis., • Advanced Excel modeling skills, including liquidity forecasting, scenario analysis, recovery analysis, and debt waterfall modeling., • Excellent written and verbal communication skills with the ability to present complex situations clearly and concisely., • Ability to manage multiple projects and deadlines in a fast-paced environment. If you're interested in this position Please Apply Here with your resume. If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist. LinkedIn Job Post: https://www.linkedin.com/jobs/view/4419260021/ Here is a list of All The Jobs we are working on at Libertas Recruiting: https://libertasfsrecruiting.com/find-a-job/

Job Description Our client, an elite boutique investment bank, is seeking an Associate 2/3 to join their restructuring advisory team. The Associate will play a pivotal role in providing strategic advisory and financial solutions to clients facing complex restructuring and distressed situations. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. This is an exciting opportunity to work with a dynamic team and gain exposure to high-profile engagements that have a significant impact on the global financial landscape. Key Responsibilities Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies. Thorough Due Diligence: Perform extensive due diligence on companies and their operations, identifying potential risks and opportunities. Prepare reports for senior management and clients, outlining findings and recommendations. Innovative Restructuring Strategies: Collaborate with senior team members to develop innovative restructuring strategies tailored to meet clients' specific needs, considering both operational and financial aspects. Transaction Execution: Work with cross-functional teams to execute restructuring transactions, including debt negotiations, refinancing, asset sales, mergers, and acquisitions. Effective Documentation and Presentation: Prepare high-quality pitch books, confidential information memoranda, financial models, and other client-facing materials with accuracy, clarity, and professionalism. Client Relationship Management: Build and maintain strong relationships with clients, providing excellent service and acting as a trusted advisor throughout the restructuring process. Market Research and Insights: Stay informed about market trends, industry developments, and regulatory changes related to restructuring and distressed situations. Share insights with the team and clients to inform decision-making. Team Collaboration: Collaborate closely with senior bankers, analysts, legal advisors, and other professionals to coordinate and execute projects, fostering a collaborative and supportive team environment. Mentorship and Development: Provide guidance and mentorship to junior team members, supporting their professional growth and helping them develop essential skills in restructuring and investment banking. Qualifications Education: Bachelor's degree in Finance, Economics, Business, or a related field. MBA or advanced degree preferred. Experience: 3-5 years of investment banking experience in leveraged finance, M&A, restructuring, or related fields, ideally with exposure to distressed situations. Technical Skills: Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial analysis tools and software is a plus. Solid understanding of accounting principles, financial statements, and valuation methodologies. Analytical Abilities: Excellent analytical and problem-solving abilities, with keen attention to detail. Communication: Exceptional written and verbal communication skills, with the ability to present complex ideas clearly and concisely. Project Management: Strong project management and organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. Team Dynamics: Ability to work effectively both independently and as part of a team, demonstrating a collaborative and proactive mindset. Professional Standards: High ethical standards and a commitment to maintaining confidentiality and client trust. Join our team and make a significant impact by assisting clients in navigating complex restructuring and distressed situations, shaping the global financial landscape through your expertise and strategic guidance.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a Senior Research Associate to join our Biotechnology equity research team. The position is located in New York City. A PhD degree with at least one year of sell-side experience are required. Hands-on experience in pharmacometrics would be a bonus. As a Research Associate, you will work directly with the Senior Research Analyst on many aspects of the research process including: building and maintaining financial models, performing fundamental analysis and due diligence on biopharmaceutical companies, writing investment-driven research reports, developing and fielding industry surveys, attending medical and scientific conferences, and undertaking a wide array of industry analyses and competitive assessments. The associate will have broad exposure to company management and investor conferences, and will interface with key opinion leaders, institutional investor clients, and internal sales force and trading personnel. The ideal candidate pays excellent attention to detail, is skilled at time management, has a strong work ethic, effective oral and written communication skills, and an outstanding academic record. A strong candidate is independently motivated, analytically-minded, and intellectually curious; possesses at least some experience with financial modeling and exposure to the equity markets; and, has a passion for life sciences investing. We look for people who possess the following characteristics: • Exceptional academic background., • A thorough understanding of the investment process and the ability to perform deep primary research., • Strong writing skills. Associates are responsible for authoring equity research reports, company initiations, industry reports, and marketing presentations—sometimes under tight time constraints., • Responsiveness, professionalism, and the ability to manage priorities to meet deadlines., • Experience in biopharmaceuticals, drug development, or related field preferred. Compensation: 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 $130,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Role: Associate / Senior Associate, Sellside Location: New York City In-office: 3 days per week (Tuesday, Wednesday, Thursday) Reports to: Director, Sellside GTM About Axial Axial is the trusted online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. We have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors, engage with potential acquirers, and achieve successful exits. In 2025, over 12,500 lower middle market businesses pursued M&A via the Axial platform, leading to over 1,000,000 platform connections, 100,000+ signed NDAs, and hundreds of millions of dollars in successfully closed transactions (https://www.axial.net/closed-deals/). What will you be doing? The go-to-market (GTM) team is Axial's sales and account management organization, focused on winning new business and growing our existing relationships across the "sellside" (investment banks, M&A advisors, business brokers, and business owners) and "buyside" (private equity, family offices, corporate development, independent private equity sponsors & search funds). The team comprises sales and customer success professionals responsible for their patch of prospective and/or existing accounts. The Associate / Senior Associate, Sellside Business Development role is a hybrid hunter / farmer role organized around both acquiring and serving a territory of sellside M&A advisors and investment banks. Your objective is to grow your territory's active healthy member count by selling Axial's sellside deal marketing and business development tools and solutions. The path to outperformance in this role is unlocked by deeply understanding the Axial product, masterfully communicating the value of the Axial platform in conversations with members, and consistently executing effective account outreach, connected call, and follow-up motions. You will be actively supported, developed, and coached in each of these areas. Responsibilities: • Master the Axial suite of deal marketing product capabilities and the strategic and tactical talk tracks that build trust and drive results with our prospective and active member M&A advisories and investment banks, • Drive growth in your territory's usage of the Axial platform, measured in both breadth and depth, by methodically engaging in a proactive, targeted and professional set of account management motions (email, phone, Zoom, and in-person meetings), • Be a consistent and thoughtful voice delivering member feedback and product improvement opportunities internally. Communicate member feedback to the organization to help drive the company's product and member experience strategies and priorities Qualifications: • 3 to 5+ years of quota-carrying experience in B2B sales /account management with a proven record of success, • Prior exposure and sales experience in or around investment banking or private equity is a strong plus, • Exceptionally strong written and oral communication skills, • Referable history of achieving increasing levels of excellence in personal or professional settings Working at Axial: We are a small, tight-knit, and mission-aligned team (currently 55+ employees with an average tenure of 3.5+ years). You'll have the opportunity to have a direct impact on the growth of the company. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano). At Axial you will also enjoy: • Working with a great team of smart, motivated people, • Sales coaching to support professional development, • Robust medical, dental and vision insurance, paid for by Axial at nearly 100%, • 401k program, • Flexible vacation policy (we urge employees to take a minimum of 15 days), • Paid Parental Leave Policy, • Monthly Health & Wellness stipend, • Pre-tax commuter program Axial Values: • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well, • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results, • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust, • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members, • Invent and Simplify - you are creative and curious, always looking for better ways to materially improve the quality and scalability of the member experience Your Career Path at Axial (and Beyond) Successful members of the GTM team have gone on to pursue a variety of professional opportunities both internally and externally. Internally, they've gone on to roles in sales leadership, customer success leadership, product management, business operations, and people operations. Outside of Axial, they have started companies, launched search funds, taken on roles in private equity and investment banking, or pursued sales and leadership opportunities at other high-growth private companies. NY Pay Range$160,000—$190,000 USD

Job Description Our client, a leading independent global investment bank with a strong is actively seeking an Associate for its Consumer team. This team has deep expertise across retail, consumer products, food & beverage, beauty, wellness, and e-commerce and is recognized for its long-standing relationships with leading corporate clients, founders, entrepreneurs, and private equity sponsors, as well as its differentiated sector knowledge and strong execution track record across strategic advisory and transaction services. The Associate will work closely with senior bankers and clients throughout all phases of a transaction, taking on significant responsibility in financial analysis, process management, and client communication. Key responsibilities include building and maintaining detailed financial models, valuation analyses, and operating models; preparing pitch books, confidential information memoranda, management presentations, and other marketing materials; conducting industry and company research; coordinating due diligence processes; managing data rooms and buyer/investor outreach; and supporting negotiations and transaction execution. Associates are also expected to mentor and oversee Analysts, while contributing to business development initiatives and maintaining strong client relationships. The ideal candidate will have 3–5 years of relevant investment banking experience, preferably within consumer, retail, or broader industry coverage groups. Candidates should possess strong financial modeling and valuation skills, including experience with DCF, comparable company analysis, precedent transactions, and LBO modeling. Exceptional attention to detail, strong written and verbal communication abilities, and the capacity to manage multiple workstreams under tight deadlines are essential. A demonstrated interest in consumer trends and markets, along with a proactive, team-oriented mindset and strong work ethic, is highly preferred. Bachelor's degree required; MBA or CPA is a plus.

Job Description Growing Boutique Investment Banking firm Sr Associate, VP, or Sr VP Title depending on experience This role will report directly to the Head of Human Capital and will be responsible for managing the full recruitment lifecycle across all departments, supporting the firm’s continued growth. • This is an opportunity to play a meaningful role in the firm’s talent strategy, drive recruiting efforts end-to-end, and help shape the employee experience., • Strong recruiting acumen and ability to identify high-quality talent across competitive markets., • Demonstrated ability to bring forward ideas, enhance workflows, and contribute to the evolution of recruiting and onboarding processes, • Solutions-oriented mindset with the ability to identify inefficiencies and implement scalable process improvements., • Entrepreneurial approach with a willingness to build and refine recruiting infrastructure within a growing organization., • Oversee relationships with external recruiting agencies and search partners, • Track agency performance and ensure alignment with hiring expectations, timelines, and internal standards., • Manage the applicant tracking system (ATS) and interview coordination process, and support onboarding initiatives for new hires. Manage the full recruitment lifecycle across all departments and levels of the organization., • Source, screen, and evaluate candidates across financial services talent pools., • Maintain accurate candidate tracking and recruiting reporting within the ATS while coordinating interviews across multiple stakeholders., • Develop and maintain long-term talent pipelines for strategic and frequently hired roles., • Monitor market trends and talent movement across financial services to provide competitive recruiting insights., • Coordinate onboarding processes, including background checks, documentation, and equipment provisioning., • Partner with the Head of Human Capital to deliver a seamless and high-touch onboarding experience., • Assist with the development of onboarding materials and continuous process improvements., • Prepare weekly and monthly recruiting metrics and reporting for senior management., • Support the ongoing development of recruiting workflows, processes, and documentation as the firm continues to scale. Requirements • Bachelor’s degree plus 5+ years of recruiting experience, ideally in-house within financial services, private equity, private credit, investment management, fintech, or a high-growth corporate environment., • Strong sourcing capabilities with hands-on experience using LinkedIn Recruiter, Boolean search methodologies, Indeed, and other talent platforms., • Strong organizational and project management abilities with the capacity to manage multiple searches simultaneously., • Strong technology proficiency, including ATS platforms, HR systems, and AI-enabled recruiting tools., • Strong analytical and problem-solving skills with a commitment to accuracy and execution.Company DescriptionInvestment boutiqueInvestment boutique

Job Description The Atlantic Group has partnered with an investment management firm in the Manhattan area. They have an immediate need for 3 Investor Relations Associates to join their team. These roles range from 3-12 months. Position Overview Seeking an Investor Relations Associate to support fundraising, investor communications, and client service initiatives. This role will partner closely with investment professionals and institutional investors while helping maintain high-quality reporting and marketing materials. Responsibilities -Prepare investor presentations, DDQs, RFPs, and marketing materials. -Assist with fundraising efforts and investor communications. -Support quarterly reporting and performance updates. -Respond to investor requests and maintain client relationships. -Track fundraising activity and maintain CRM databases. -Coordinate with investment, legal, compliance, and operations teams. -Assist with investor meetings, conferences, and special projects. Qualifications -Bachelor's degree in Finance, Accounting, Economics, or related field. -2–5+ years of experience in investor relations, client service, asset management, private equity, hedge funds, or investment banking. -Experience responding to RFP and/or client related inquiries for firm and fund specific information. -Strong Excel and PowerPoint skills. -Excellent communication, organizational, and project management abilities. Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 49449