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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. Position available for immediate hire. Job Description Our Healthcare M&A team is seeking a 1st- or 2nd-year 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, • 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, • SIE 7, 79, 63 FINRA Registrations required at time of hiring or shortly thereafter 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 DescriptionM&A Associate Job Title: Transactions Attorney - Real Estate, Capital Markets, M&A Job Location: Hybrid Job Salary: $155k-$250k (DOE) Requirements: 3+ years of professional law firm experience Transaction Associate Position Overview The M&A Associate will play a critical role in supporting the mergers and acquisitions team by conducting due diligence, valuation analyses, and assisting in the overall execution of transactions. The ideal candidate will possess strong analytical skills and a deep understanding of the M&A process, contributing to strategic planning and market research efforts. Key Responsibilities • Conduct thorough due diligence on potential acquisition targets, • Perform financial modeling and valuation analyses to assess business worth, • Assist in the preparation of presentation materials for clients and stakeholders, • Support the negotiation process of transactions by providing analytical insights, • Ensure legal compliance throughout all stages of the M&A process, • Collaborate with internal teams to develop strategic plans for acquisitions, • Conduct market research to identify potential opportunities and risks, • Bachelor's degree in Finance, Business, Economics, or a related field, • 2-4 years of experience in investment banking or corporate finance, • Strong understanding of mergers and acquisitions processes, • Proficiency in financial modeling and valuation techniques, • Excellent analytical and problem-solving skills, • Strong negotiation and communication skills, • Experience with market research and strategic planning, • Knowledge of legal compliance and capital markets - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/16/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Job Description Investment Associate - Structured Finance (HYBRID) NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skillsKey Responsibilities Supporting the debt capital markets process for the fund's investment strategies including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets. • Financial modeling and cashflow analysis for real asset portfolios., • Day-to-day monitoring of the firm's debt portfolio, including covenant tracking, hedging positions, lender exposure, reporting needs, etc. across all asset verticals., • Coordinating closely with the asset and investment teams on execution processes for new investments., • Identifying and executing on future financing needs to help create the most efficient financing platform possible., • Managing third party advisors, including lending relationships, servicing partners, rating agencies, accountants, etc., • Preparing internal materials, including Investment Memorandums and transaction analyses for presentations to Investment Committee and other stakeholders., • Recommend, support development and implementation of risk & asset management tools and Solutions The ideal candidate would have a background including: • A minimum of 3 years of structured finance investment banking, investment firm or fund experience, • Investment experience in ABS, CMBS, CLO, CDO etc., • Familiarity with transportation and infrastructure assets or general leasing is preferred., • Strong quantitative and analytical skills, and excellent attention to detail and follow-through, • Advanced Excel and PowerPoint skills with a proficiency in scenario based financial modeling, • Excellent written and verbal communication skills., • Proactive in seeking out ways to add additional value beyond the core responsibilities of the role., • Excellent analytical, written, and verbal communication skills, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team., • 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., • Tenacious and persistent with a willingness to go the extra mile to support the team and Firm. Education: If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: Our client is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. Founded in 2014, the firm 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 $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment., • Able to digest complexity while maintaining an understanding of the “big picture” of business needs Estimated base salary range for this position is: $125,000-$145,000. Employees may 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 Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off Family Leave Short Term & Long Term Disability Training & Development Hybrid Workplace

Job Description Position: Associate - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Description: EP is looking for a talented Associate to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Screen investment opportunities for both EP and EP's partner firms, • Interface directly with prospective targets and partner firms to support sourcing, diligence, and ongoing relationship management, • Develop comprehensive financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Support all phases of the transaction lifecycle including due diligence, structuring, and negotiation, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Build investment memos synthesizing qualitative and financial analyses to support investment decisions, • Monitor existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Create internal presentations including quarterly market updates and portfolio company analyses, • 3-5 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Demonstrated track record of contributing to closed transactions from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly adaptable and capable of working independently, • Strong interpersonal and communication skills, with exceptional attention to detail, • Demonstrated passion for investing and interest in wealth and alternative asset management 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 Bank and its Subsidiaries. Emigrant 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$250,000—$300,000 USD

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are seeking an experienced Senior Business Development Manager or Associate Business Development Director to join our team. This role will have a direct impact on extending the reach of the company's technology platform. The successful candidate will be expected to play a lead role in sourcing meaningful deal opportunities, structuring and negotiating business deals within a key set of therapeutic areas, and closing transactions that help fuel company growth. The ideal candidate has end-to-end deal experience and is a strategic, driven individual, adept at building relationships with external and internal stakeholders to achieve objectives. We are looking for a skilled hunter. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Build and manage a strong pipeline of deal opportunities that align with the strategic objectives of the company., • Lead end-to-end deal processes, including sourcing, cross-functional diligence, structuring terms and driving negotiations., • Identify and execute on creative opportunities to expand Click's partnering presence in the industry., • Contribute to broader business development strategy and direction beyond owned therapeutic areas., • Develop and maintain strong relationships with potential partners and industry stakeholders., • Represent Click at conferences, meetings and industry events., • Develop a deep understanding of the science underlying Click's mechanisms of action in owned therapeutic areas., • Bachelor's Degree Required. Advanced degree (PhD, PharmD, MBA) preferred., • 10+ years of experience in life sciences industry required. Licensing experience within pharma / biotech industry strongly preferred. Investment banking and/or strategy experience also acceptable. International or cross-border experience a plus., • Strong grasp of the fundamentals of pharmaceutical drug discovery, development, and commercialization., • Self-starter, highly motivated hunter., • Track record of sourcing, negotiating, and closing partnerships with positive results., • Extensive network of healthcare industry contacts., • Ability to relate and work with wide range of colleagues across varied functions, experience levels and backgrounds (internally and externally) to achieve results., • Strong organizational and time management skills, ability to prioritize multiple assignments and meet all deadlines with minimal supervision and strong attention to detail., • Superior problem-solving ability with the ability to think critically, strategically and deliver results in a timely manner and at the highest level of excellence., • Superb writing and communication skills, with the ability to communicate persuasively with a diverse audience, including an executive-level audience. The base salary range for this position is between: $150,000 - $180,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

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. 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., • 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., • 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 industry's only technology platform that unifies owners, operators, brokers, and their customers across the commercial and residential real estate ecosystems. In 2013, VTS revolutionized the commercial real estate industry's leasing operations with what is now VTS Lease. Today, the VTS Platform is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by real estate professionals across the globe. 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 our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users, 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 City, London, Toronto, Chicago, San Francisco. 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. There is a performance based bonus structure for the position that will bring the OTE (on target earnings) to $135,000 - $150,000 depending on the base salary agreed upon and achievement to goals. 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 Privacy Policy

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

Job Description We are looking for a Capital Markets Associate to join our team! This role is responsible for supporting and executing capital markets, financing and M&A transactions by leading financial analysis, due diligence, and deal execution processes, while serving as a key liaison between internal stakeholders and external partners. Builders Capital is the nation's leading private construction lender, providing innovative financing solutions to professional homebuilders. We are committed to empowering our clients with the capital and expertise they need to succeed in the dynamic residential construction market. What You’ll Do: • Day-to-day duties include assisting in all capital market, financing and M&A activities by leading diligence process, financial/credit analysis, and deal processing for multiple, simultaneous processes., • Be the liaison with bankers, lawyers, rating agencies, and internal teams to execute mission-critical transactions., • Interface with and prepare presentation materials for senior executives and investors, including regular updates and review of strategic/capital initiatives., • Build and maintain a financial model with the ability to run various financing and operating scenarios., • Analyze operational results and portfolio data to assist in management decision-making and capital formation., • 3–6 years of relevant experience in Capital Markets, M&A, Investment Banking, or Private Equity., • Preferred candidate is based in New York City for an on-site role., • Strong financial modeling and analytical skills, with the ability to build and maintain dynamic models for various financing and operational scenarios., • Excellent project management skills, with the ability to manage multiple, concurrent deal processes in a fast-paced environment., • Strong interpersonal and communication skills, with experience interfacing with senior executives, external partners (e.g., bankers, lawyers, rating agencies), and cross-functional internal teams., • Proficiency in Excel and PowerPoint, with demonstrated ability to prepare and present materials to executive leadership and investors., • Experience analyzing portfolio data and operational performance to support capital strategy and decision-making., • Knowledge of capital formation strategies, debt/equity structures, and strategic financial planning is preferred., • Detail-oriented and highly organized, with a strong sense of accountability and urgency. Why You’ll Love It Here: At Builders Capital, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us: • Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources., • Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life., • National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S., • Health Insurance – We’ve got you covered! Builders Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans., • Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan., • Competitive Compensation – We offer competitive wages that reward your expertise and hard work., • Paid Time Off – Take time to recharge with 3 weeks of paid time off each year. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Builders Capital is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. This is a full-time exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Job Description Position Summary The Associate General Counsel (Aspire Non-QM Business) will provide legal support to the Redwood Trust’s Aspire Non-QM Banking Business (including capital markets, whole loan trading, securitization, mortgage loan servicing, regulatory compliance, investment portfolio and business development teams), with a strong focus on drafting and negotiating complex contracts for the purchase and sale of residential mortgage loans. Documentation will include, among others, residential mortgage loan purchase, sale and servicing agreements (MLPSAs), nondisclosure agreements (NDAs), commitment letters, bailee agreements and related documentation. The Associate General Counsel (Aspire Non-QM Business) will also provide legal support for the issuance of residential mortgage backed securities collateralized by non-QM residential mortgage loans acquired by the Aspire Non-QM Banking Business, the oversight of outstanding securitization transactions, the tracking of industry developments and implementation of regulatory reforms relating to the structured finance industry and other legal and compliance matters that arise in the ordinary course of operating a mortgage loan aggregation platform. Depending on experience, background and interest, this role may also involve broader corporate level legal and litigation matters. The position reports to the Senior Vice President – Residential Legal located in Englewood, Colorado. This position would be based in one of Redwood Trust’s offices (noted above) in California, New York, Colorado or North Carolina. The role would have a minimum in-office presence of four days per week, with an option to work remotely on Fridays. Responsibilities & Duties The Associate General Counsel (Aspire Non-QM Business) will generally interact directly with the Aspire Non-QM Banking Business’s legal, capital markets, operations and servicing teams and operate independently on a day-to-day basis, with close support from the Senior Vice President – Residential Legal, as well as support from the Chief Legal Officer of Redwood Trust, Inc. and other attorneys within the Redwood legal team. Redwood’s legal/compliance team works closely and collaboratively with each other and with the various business and administrative functions of the company. Required Experience & Education • Juris Doctorate from nationally recognized law school with strong academic credentials, • 2-4 years working experience as an attorney in the subject matter (law firm or in-house), with prior experience in transactional and/or regulatory matters relating to non-QM residential mortgage loans, • The ability to communicate effectively with team members, meet deadlines timely and deliver quality results in an often-high pressure environment A reasonable estimate of the total compensation range for this role is $150,000-$175,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Senior Investment Associate - Structured Finance & Investments NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Senior Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Primary Responsibility: Managing the structured finance/credit process for the fund investment team– including negotiating and executing financing transactions vis-a-vie revolving facilities, private placements and public capital markets, • Financial modeling and cash-flow analysis for real asset portfolios, • Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants, • Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee, • Monitoring and supporting asset portfolios and outstanding financings The ideal candidate would have a background including: • 3-6 years investment banking, investment firm or fund experience, • Structured Finance or Leveraged Finance with experience covering either ABS, Transportation (Rail, Aviation, Maritime, etc.) and/or Alternative Assets, • Excellent analytical, written, and verbal communication skills, • Strong Excel skills required, • Extremely detail oriented · 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 Education: Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. About the Client: The firm is leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection. Founded in 2014, the firm manages ~$1.4bn+ of investor capital across rail and aviation strategies with locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients. The salary range is $150,000 - $175,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

Job Description Investment Analyst/Associate - Structured Finance & Investments NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills. Key Responsibilities: • Corporate financial modeling (debt and equity) and asset valuation, • Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants, • Working with lenders to secure financing vis-a-vie revolving facilities, private placements, and public capital markets, • Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee, • Monitoring and supporting investment assets and portfolio companies The ideal candidate would have a background including: • 2-4 years investment banking, investment firm or fund experience, • Structured Finance or Leveraged Finance or Alternative Asset experience – Rail, Aviation, Transportation experience is a plus, • Excellent analytical, written, and verbal communication skills, • Strong Excel skills required, • Extremely detail oriented · 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 Education: Strong academic record and a bachelor's or higher degree An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. About the Client: The firm is leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection. Founded in 2014, the firm manages ~$1.1bn+ of investor capital across rail and aviation strategies with locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs The salary range is $80,000 - $140,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC. Our ideal candidate has had some equity research experience (exposure to finance, accounting and proficient at modeling) and has a working knowledge of the insurance industry, though we will consider all qualified candidates. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the insurance industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job 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 strategic, execution-focused Care Strategy Senior Associate / Manager to lead the launch of new clinical offerings, expansion into adjacent service lines, and strengthen our admissions and clinical intake operations. In this highly cross-functional role, you'll collaborate with Product, Clinical, Admissions, and Analytics teams to bring programs from concept to scale. You'll design and optimize workflows, stand up pilots, and implement performance tracking to ensure each initiative – whether a new product launch or an admissions process improvement – delivers measurable impact and advances our mission to expand access to high-quality care. 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 • Program Development & Launch, • Help in piloting and scaling new business lines, clinical programs, and adjacent services., • Drive cross-functional planning and execution with Clinical, Admissions, Product & Engineering, and Analytics teams., • Address execution gaps to ensure smooth transitions from pilot to full-scale launch., • Contribute to quarterly planning and long-term roadmaps for new programs and initiatives., • Operational Excellence & Experimentation, • Identify bottlenecks across Admissions and Care teams through data analysis., • Design and test improvements (e.g., staffing models, QA tooling, team structures)., • Clearly communicate tradeoffs - speed vs. accuracy, scale vs. personalization, margin vs. experience., • Performance Measurement & Analytics, • Develop KPIs and reporting to track program adoption, retention, and impact., • Use SQL, Excel, and BI tools to analyze data, build dashboards, and create decision frameworks., • Vendor & Partnership Strategy, • Evaluate external vendors vs. internal builds with Product & Engineering., • Lead due diligence, assessing capabilities, integration complexity, and total cost of ownership., • Present partnership or M&A recommendations grounded in ROI and risk analysis., • Communication & Stakeholder Management, • Deliver concise briefs, memos, and updates to align stakeholders., • Set timelines, ensure follow-through, and proactively unblock work to hit deadlines.Requirements, • 4+ years of experience in investment banking, private equity, top-tier consulting, growth or public market investing, or strategy/ops at a fast-growth startup, • Bachelor's degree in Business, Finance, Economics, or similar analytical subject area, • Experience diagnosing operational bottlenecks, designing scalable solutions, and driving implementation effectively across teams, • Strong analytical acumen – expert-level Excel skills and proficiency in SQL or similar tools, • Ability to run multiple high-impact workstreams independently in a fast-paced, ambiguous environment, • Exceptional written communication—succinct, structured, and useful, • Strong bias for action, with a track record of pushing initiatives across the finish line, • Experience in marketplace, digital health, fintech, tech-enabled services, • Familiarity with data tools like Tableau and Snowflake, • Prior experience at a high-growth startup requiring end-to-end ownership of strategic projectsBenefits 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 $123,000 and $150,000 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 $136,000 and $165,000 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. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . 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 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.

Investment Banking Associate, Consumer & Retail - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry.

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 As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution. Our team is comprised 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. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities • Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements., • Create budgets, forecasts, and projections supporting individual departments and the overall company., • Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership., • Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment., • Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies., • Develop automations for operational aspects of the financial planning & analysis processes., • Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.Requirements, • Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred., • 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations)., • Highly proficient in Excel / Google sheets and PowerPoint / Google slides., • Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way., • Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools., • Deep understanding of the 3 main financial statements and how they tie together., • Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment., • Good sense of humor. You enjoy the work you do and the people who work with you., • Work authorized in the United States and native or bilingual English proficiency., • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . 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 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 Description The Associate-Real Estate Credit will be primarily responsible for underwriting and analyzing investment opportunities as well as performing property and market due diligence. The Associate will play an active role in closing and asset management of the firm's real estate investments. We are seeking someone who understands the importance of the technical skills relative to underwriting and asset analysis but will also eventually be able to take a front seat in sourcing new deals and building/maintaining relationships within the real estate industry across various markets. Responsibilities: • Support the private real estate credit team in underwriting and executing new investments for a wide range of commercial real estate transactions. Investments include senior bridge loans, mezzanine loans, and preferred equity backed by all property types throughout the US., • Create detailed and complex financial underwriting models for financing real estate investments., • Perform asset-level and market-level due diligence., • Develop thorough understanding of a deal’s capital structure and business plan and key risks to performance through discussions with sponsors, market participants and investment professionals., • Understand physical characteristics of properties, and the related competitive advantages and disadvantages., • Understand and critically evaluate the existing and potential operating characteristics of a project (Revenue, expenses, capital expenditures, tenant credit, leases)., • Identify a project’s demand drivers; gather market information through independent field work and direct contact with brokers, appraisers, and developers. Synthesize information and draw a conclusion on future market rent, absorption, vacancy, and liquidity in the investment market., • Prepare term sheets and letters of intent, • Communicate conclusions into a comprehensive investment memorandum to be presented to senior management for consideration and approval. Participate in Investment Committee discussions., • Participate in and provide support for the ongoing asset management of each investment, including major deal level decisions as well as evaluate overall portfolio risks and opportunities, • Bachelor’s degree in Business, Finance, or Accounting, • 2-5years of experience in real estate finance, real estate investment banking, or real estate private equity., • Strong analytical and quantitative skills, • Experience creating financial models. High level of expertise in Excel; ARGUS and Power Point proficiency helpful but not required., • Ability to learn new IT applications related to relationship and portfolio management, • Willingness and ability to travel, • Highly motivated, adaptable, and open to a growing role, • Excellent verbal and written communication skills, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionSalary: We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments. Qualifications: • Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above., • At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.), • Previous M&A or past internship experience, • Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses, • People and project management skills appropriate to the level, • Good financial modeling experience in Excel, basic or better PowerPoint skills, • Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time

Job Description Company Overview-Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information. Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Accounting Associate below! Job Description Trove is seeking a Senior Accounting Associate to join our Family Office in our NYC office. This individual will be a key team member and an integral part of the Relationship Team who are responsible for the day-to-day accounting and operations for multiple families and / or engagements. The Senior Accounting Associate, in addition to mentoring junior team members, will take full ownership of the bill pay & receivables cycle, and be an expert in the families' accounting and financial reporting. This person will mentor and work closely reviewing work performed by the Accounting Associates on the team. The Senior Accounting Associate will be the main point of contact with the family and advisors. They will understand the importance of responding in a timely manner to internal and external requests, demonstrating competency, judgement and trustworthiness. If you take ownership in your work, have the ability to mentor rising team members, proactively seek solutions and build a professional network to contribute to the engagement process, then apply today for our Senior Accounting Associate opening! Responsibilities include, but are not limited to: * Ownership of bill pay process, including, but not limited to vendor management, verification, and final review of bill pay prepared by the Accounting Associate, as well as identifying problems and providing resolutions in addition to delivering family reports * Establish and draft standard operating procedures (SOPs) for the Engagement, ensure adherence to the SOP by the team and recommend improvements as needed * Accounts receivable, loan and other cash inflows: identify and resolve problems and prepare receivable reports * Treasury management: review all account activity including but not limited to banking, credit cards, custody / brokerage accounts, alternative payment methods, retirement accounts * Review funding requests and cash balances * Identify and resolve any problems and foresee any funding issues * Review all reconciliations prepared by Accounting Associate and prepare cash flow reports * Asset tracking: review of real property, collectibles, other asset accounts and classifications * Prepare reconciliations of all accounts as needed and make recommendations for improving the processes including cost basis adjustments as needed * Investment & partnership accounting: prepare investment and performance reports, understand and prepare partnership allocations and accounting * Reporting & analytical review: generate and customize reporting with proficient use of software, as well as understand engagement estate, trust and tax report complexities to provide proper reporting per engagement SOP * Tax: ownership of supporting schedules & checklist, planning for tax deadlines and managing payment process * Identify and communicate tax issues and developments, including proper funding requirements * Work with advisors on estate projects and tasks * Identify any key life events which trigger insurance coverage adjustments and occasionally assist with concierge special projects * Manage payroll accounting and assist with new employee actions within the payroll systems * Attend conferences & networking events with management. Develop relationships with advisors and colleagues to build network Qualifications * Minimum of a bachelor's degree in accounting or related degree area * Preferred CPA and or CFP or other industry related certifications * 4-6 years of accounting or related experience, including client service-oriented experience * Expert in general ledger software, bill pay software, Microsoft Office, and CRM software * Proficient in specialization subject matter: Advanced Complex Reporting, Trust & Estate, Tax, Investment, Payroll, etc. Skills & Experiences for Success * Exceptional organizational, communication, writing and listening skills * Willingness to train and support team members and promote the importance of firm culture * Open communication style with colleagues, engaged families and professional advisors on complex matters * Take a primary role in engagement project management * Participate in networking events with Maestro Management * Understand alternative investments, diversification, and performance reporting * Demonstrate a clear understanding of investment statements and how to identify, account for and reconcile different asset classes and various complex transactions * Understanding of book to tax differences related to investments * Solid understanding of how various trusts are used, as well as the ability to read and abstract trust information pertinent to legacy planning * Ability to understand multi-family services and the complexity of high-net-worth individuals, their needs and concerns * Experience working in and/or knowledge of family offices and high net worth Individuals a plus Compensation & Benefits Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

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

Job DescriptionJob Title: Associate – Technology Investment Banking Location: New York, NY (On-site, 5 days/week) Salary Range: $125,000 – $175,000 Overview: A leading Technology Investment Banking team is seeking a driven and experienced Associate to join its New York office. This role offers the opportunity to work closely with senior bankers and clients on high-impact transactions across various tech verticals. Associates play a key role in deal execution and gain exposure to both strategic advisory and capital markets activities. Key Responsibilities: • Support execution of M&A advisory and capital raising transactions (equity and debt), • Develop and review pitch books, financial models, valuation analyses, and marketing materials, • Conduct industry and company-specific research and due diligence, • Collaborate with senior bankers, corporate clients, private equity, and venture capital firms, • Bachelor’s degree required, • Minimum 3 years of investment banking or related experience, • Strong financial modeling and valuation skills in Excel, • Excellent communication and presentation abilities, • Detail-oriented with a collaborative, team-first mindset, • Prior experience in the Technology sector is preferred but not required What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. Company DescriptionFounded in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations. Company Website: in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations.\r\nCompany Website:

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: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Financial Planning & Analysis Associate Total compensation ranges from $157,000-$170,000, including a fixed annual salary of $140,000-$153,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning, and strategic analysis. This role will require exceptional analytical capabilities, executive-ready communication, and an AI-first approach to financial problem-solving. You will be a key contributor to Rokt’s growth story and an effective business partner to leadership —enabling data-driven decisions and operating leverage through strategic insight and automation. Responsibilities: • Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. Analyze trends and surface data-driven insights that inform business and resource allocation decisions., • IPO & Maturity Readiness: Partner across functions to prepare for a public-company environment—enhancing forecasting accuracy, and contributing to investor narratives and materials., • AI-Driven Modeling: Use AI-enhanced modeling tools and techniques (e.g., AI-assisted forecasting, automation platforms like Pigment, Cursor or Python/Excel APIs) to streamline workflows and improve forecast granularity., • Business Performance Analytics: Design dashboards, recurring reports, and deep dives that drive visibility into drivers of revenue, margin, and cash flow. About You: • 4+ years of relevant experience, including completion of an investment banking analyst program and at least 1-2 years in a strategic finance or FP&A role at a high-growth technology company (pre-IPO or IPO experience is a plus), • Experience with technology, internet, or software industries preferred, • Strong analytical and modeling skills; expert in Excel/Google Sheets, comfortable with large datasets, and excited about AI-first financial tooling, • Demonstrated executive presence; able to distill insights and communicate clearly to senior stakeholders, • Experience working autonomously in fast-paced environments, with strong ownership and attention to detail About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: • Become a shareholder. Every Rokt’star gets equity in the company, • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!, • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!, • Dog-friendly office, • Extra leave (bonus annual leave, sabbatical leave etc.), • Work with the greatest talent in town We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

Job DescriptionThe Opportunity: Banking + Finance Associate Attorney Send resumes to: : 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 Description TF Cornerstone (TFC) is a privately held vertically integrated real estate development company with a commitment to long-term multi-generational ownership. The Company’s portfolio consists of approximately 11,800 apartments in NYC and 3 million square feet of Office and Retail space split among NYC, Washington DC, and Philadelphia. In addition, the Company is currently in the design and construction phase of an additional ~1,300 apartment units in Chelsea and Greenpoint, two commercial to residential conversion projects that would yield an incremental ~1,000 units and a 3.0M sf super-tall mixed-use office and hotel development adjacent to Grand Central Terminal. Our diverse expertise empowers us to move with agility, think strategically, and drive innovation—qualities that have established us as one of the most respected firms in the real estate industry. At the core of this success are our people, whose talent, dedication, and vision set us apart. About the Role We are seeking a Real Estate Acquisitions and Development Associate to join our acquisitions and development team. This role offers exposure to the full investment lifecycle, from sourcing and underwriting through development and stabilization. The Associate will be directly involved in financial analysis, due diligence, and deal execution from predevelopment through stabilization. The Associate reports to our VP of Acquisitions and Development and will have direct Principal level exposure. Key Responsibilities • Financial Underwriting & Analysis, • Lead financial underwriting for potential acquisitions from initial evaluation through development and stabilization., • Build and maintain dynamic financial models to analyze investment returns and capital structures., • Conduct market research to inform assumptions and support investment strategy., • Present findings and recommendations to senior management, investment committees, and other stakeholders., • Due Diligence & Site Evaluation, • Perform acquisition due diligence, including review of title reports, leases, zoning analyses, property condition reports, and site inspections., • Evaluate entitlements and zoning constraints to inform development feasibility and risk assessments., • Third-Party Coordination, • Engage and coordinate with third-party consultants including legal counsel, architects, engineers, and environmental specialists., • Manage workflows related to zoning reviews, environmental reports, and ad hoc analyses., • Ensure due diligence deliverables are completed accurately and on schedule., • Transaction Execution, • Draft investment memorandums and presentations to support acquisitions and related strategic initiatives., • Assist in the negotiation of transaction documents, including but not limited to term sheets, purchase and sale agreements, ground leases, access agreements and tenant leases., • Support closing processes by coordinating across internal teams and external parties to ensure seamless execution., • Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field., • 2–5 years of experience in real estate acquisitions, development, investment banking, or private equity., • Strong proficiency in financial modeling (Excel required; Argus a plus)., • Excellent analytical, organizational, and written and oral communication skills., • Ability to thrive in a fast-paced, team-oriented, and entrepreneurial environment. Compensation $150,000 – $175,000 commensurate with experience.

Skills and Abilities: Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in Energy. Investment Banking Associate, Energy - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the

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

Skills and Abilities: Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in Industrials. Investment Banking Associate - Industrials Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the

Skills and Abilities: Prior work experience in an Investment Banking front office role, ideally in Energy Investment Banking. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! As an Investment Banking Vice President you will develop strong relat

BGL has investment banking offices in Boston, Chicago, Cleveland, Los Angeles, and New York, and real estate offices in Chicago and Cleveland. The Consumer Team at Brown Gibbons Lang & Company (BGL) is seeking an Investment Banking Associate to join our team. Three or more years of previous experien

We are seeking a highly skilled and experienced Associate or Vice President to join our M&A Transaction Execution Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Associate/Vice President of the Trans

Investment Associate - Structured Finance (HYBRID). J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance at a prominent NYC Private Equity - Investment Manager. A minimum of 3 years of structured finance investment banking,

Investment Banking Experienced Associate / Vice President. Our institutional digital assets platform spans trading, investment banking, asset management, staking, self-custody, and tokenization technology. We are looking for an investment banking candidate to join our dynamic team.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James - as part of our people-first culture, we honor, value, and r

FIG Analyst or Associate; or 3+ years of investment banking, management consulting, accounting, or other relevant financial services industry experience (preferably with a focus on the (re)insurance sector). Howden Capital Markets & Advisory ("HCMA") is an elite boutique investment banking practice

Minimum of one year of Investment Banking experience and previous experience in the M&A space is highly desired. At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking

BTIG seeks an investment banking professional to join the Biopharma Investment Banking team in New York. Ideal candidate will have 3+ years of experience within a biopharma vertical (investment banking or equity research) at a bulge bracket or middle-market investment bank. BTIG is a global financia

Experience in Investment Banking (corporate finance/M&A) or equivalent.

Investment Banking Associate, M&A - New York Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. Responsibility: Work with senior bankers and participate in client transactions, projects or assignments as a member

Job DescriptionSalary: About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the worlds top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions. A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis. As an apprenticeship-driven organization, Associates benefit from instituti

Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U. As an Associate, you will act as a key team member in our Investment Banking C&R team. Dedication to building a career in the investment banking industry.

The Associate in Investment Banking - Communications & Media is responsible for providing structure, marketing and execution activities supporting senior members of the team. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their fi

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. Prior investment banking experience preferred.

Learn more about our investment banking team here. Bachelor's degree and 2 years of investment banking experience at the associate level or closely related experience. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access t

The Debt Capital Markets Associate is an intermediate level position responsible for assisting clients in raising funds in the credit markets-including syndicated loan market and debt capital markets-as well as in providing strategic advisory services in the context of acquisition financings, liabil

Investor Relations Senior Associate. Investor Relations is key to our mission of increasing our generation's compound growth rate. Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles.