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

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

Job Purpose: The Associate will support a Senior Analyst in the Healthcare sector, focused on Biotechnology, with an emphasis on companies where applied chemistry, process development, formulation, and manufacturability (CMC) are key drivers of value. The Associate will conduct primary research and fundamental analysis, build and maintain financial models, and help author differentiated research that translates scientific/technical insights into clear investment conclusions. The ideal candidate is a self-starter with strong analytical rigor, excellent writing skills, and a Master’s-level foundation in Chemical Engineering and applied chemistry. Duties & Responsibilities: Research, Diligence & Technical Analysis • Perform deep diligence on biotech platforms and products where chemistry and process matter, including (as applicable): ADCs, oligonucleotides/siRNA, peptides, radiopharmaceuticals, LNP/delivery systems, biologics formulation, and chemistry-enabled tools., • Evaluate CMC and scale-up risk across development stages (preclinical through commercial), including:, • Synthetic route/process complexity, yield/throughput considerations, impurity profiles, stability and degradation pathways, • Formulation constraints, cold-chain/logistics considerations, and analytical characterization/assay robustness, • CDMO/manufacturing capacity, tech transfer risk, and timeline sensitivities impacting commercial readiness., • Conduct primary research through KOL outreach, expert calls, surveys/polling, and other proprietary data collection to support thesis formation and ongoing monitoring., • Build and maintain company financial models (forecasting, scenario analysis, valuation work) for use in updates, investment recommendations, and client discussions., • Assist in drafting and publishing research: initiations, earnings notes, catalyst previews/recaps, thematic reports, and breaking-news updates., • Help maintain and grow relationships with company management teams, industry/academic contacts, internal Sales & Trading partners, and institutional investors., • Master’s degree in chemical engineering preferred with demonstrated strength in applied chemistry (e.g., reaction engineering, separations/purification, formulation, analytical characterization, process development/scale-up)., • Demonstrated interest in Biotechnology and life sciences investing; ability to connect scientific/engineering details to business and valuation outcomes., • Strong financial aptitude and willingness to build expertise in modeling, forecasting, and valuation (advanced Excel required)., • Excellent written and verbal communication skills; ability to explain complex technical concepts clearly to non-technical audiences., • Highly organized, detail-oriented, and able to thrive in a fast-paced, deadline-driven environment., • Strong work ethic, resourcefulness, and critical/creative thinking. Additional Skills: • 1–3 years of experience in equity research, investment banking, consulting, or biopharma industry roles (process development, analytical development, manufacturing/CMC, QA/QC, or related)., • Familiarity with biopharma development and regulatory context as it relates to CMC (e.g., comparability, stability programs, method validation concepts)., • Experience with scientific literature review and interpreting preclinical/clinical datasets in conjunction with chemistry/manufacturing constraints., • SIE, Series 63, 86 & 87 preferred (not required upon hiring). Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.

Jefferies Prime Services – Equity Swap Support (Associate/AVP) The Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. The right candidate will be part of Prime Services and be client-facing working directly with the firm’s cash brokerage and equity swap clients, along with operational and support teams across the firm. The right candidate will assist in addressing client inquiries and help drive revenue across our client base. The daily requirements for the Client Service Representative role in the swap support capacity are: • Sole point of contact for swap clients operational inquires, and client inquiries and disputes on collateral requests, • Participate in swap platform enhancements and regression testing, and reconcile client reporting for changes prior to production implementation, • Deep understanding of equity swap client reporting including swap exposure, financing accruals, dividend accruals, activity and mark-to-market valuations, • Account reconciliation of cash balances, positions and daily transactions for Synthetic Prime Brokerage accounts, • Monitor all client trade activity, settlement queries, client facing reporting and transactions across both equity hedges and swap allocations, • Analyze profitability and ROA (return on assets) reporting, and work with clients to increase revenue streams to the firm, • Ensure all client trades are reported properly into the custody and swap portfolios to minimize operational risk, • Assist in training clients on the firm's technology, client facing reporting and file extracts with administrators along with proper connectivity setups, • Consistently review all accounts under your existing coverage for margin and risk requirement and risk exposure, and escalate when needed, • Work with other areas within the firm to address client requests, such as corporate actions, margin and risk inquiries, securities lending rates and connectivity requests, • Monitor and review trade input and activity in Traiana and other firm trade processing applications The type of person that excels in this role is someone that is: • Extremely detail-oriented, • Efficient in their responsibilities and time management, • Able to handle and manage multiple requests within a team environment and lead client meetings on topics such as client reviews and resolution meetings, • Maintains superior follow-up skills, • Has superior focus and attention to detail, • Is able to and does act with a sense of urgency on requests, • Maintains superior knowledge retention and product knowledge for both cash equity and equity swap products New York, NY Full Time Salary Range of $115,000-125,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Business Operations Associate Location: New York - In Office, Full Time (no WFH) Company Overview CoverRight is an insurance technology (‘insurtech’) startup on a mission to make Medicare more accessible to the 60 million Medicare beneficiaries across the country. We help the 10,000 people retiring every day make one the most complex but important decisions as they age into retirement – finding the right health insurance. What We Are About CoverRight's pace and intensity is not for everyone. Intelligence is table stakes. To succeed here, you need extreme speed, ownership, and flexibility. Our best team members don’t wait for direction. They internalize the mission, define the problem, design the solution, and deliver outcomes that are faster and better than expected. We are a tight-knit, scrappy, high-performance team. We move quickly, take calculated risks, and execute relentlessly — while caring deeply about our customers and each other. We have ambitious growth goals and are looking for people who can move mountains to get things done. About the Business Operations Associate !! Expect to be on call 7 days— this is NOT a 9–5 Mon-Fri role. !! << We are seeking a highly motivated Business Operations Associate to join our team. The successful candidate will have a background in startup operations, strategy, corporate development, investment banking, consulting, or M&A transaction services, and will play a critical role in supporting our business operations. You will work closely with the CEO, Head of Strategy & Operations and Head of Partnerships on high priority tasks related to day-to-day management of the business. This role is ideal for someone who wants to operate at the center of a high-growth startup and eventually step into senior leadership. Responsibilities: • Conduct market research and analysis to support business decision-making, • Develop financial models and perform financial analysis, • Assist in the preparation of presentations and marketing materials to partners, • Collaborate with senior management to create and implement business strategies, • Facilitate the management of sales operations including sales team KPIs, • Manage project timelines and coordinate with team members to ensure timely completion of deliverables, • Communicate with clients and stakeholders to provide project updates and address any issues or concerns, • Perform other duties as assigned by senior management Requirements: • Bachelor's degree in business, finance, management or a related field, • At least 3 years+ of consulting, investment banking, startup operations, strategy or corporate development., • Strong analytical and problem-solving skills, • Proven track record of owning and delivering complex, multi-stakeholder projects, • Exceptional organizational and project management skills — able to operate effectively in chaos, • High emotional intelligence - able to navigate personalities, conflict, and senior stakeholders, • Relentless ownership mindset - you do what it takes to get the job done

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 We are seeking to bring in an associate for our top-tier NY client with client-facing experience in consulting, investment banking, or private equity. This is a strategy role, not a modeling seat, focused on evaluating PE market opportunities, assessing transactional trends, and supporting senior leadership across initiatives tied to mid-market through megafund sponsors. The role will work on high-visibility projects, develop clear strategic perspectives, and drive execution across cross-functional workstreams. The role requires disciplined thinking, strong communication skills, and the ability to produce high-quality analytical work product, briefing materials, and executive presentations that support clear decision-making. This is a strategy role; this role does not involve modeling. Candidates should have 2–4 years of experience in a client-facing advisory role, a demonstrated ability to structure complex problems, and familiarity with the private equity ecosystem. Strong presentation skills and comfort operating at the executive level are essential. This role offers direct exposure to firm leadership, a broad view of strategic decision-making, and a defined path for long-term growth within the strategy organization. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 • Break down ambiguous, high stakes business questions using structured, consulting style analytical frameworks., • Conduct strategic assessments of market dynamics, competitive positioning, and growth vectors relevant to private equity and financial sponsor ecosystems., • Develop polished, leadership ready deliverables such as executive presentations, strategic narratives, and stakeholder briefing documents., • Own the cadence and coordination of cross functional strategic initiatives, including workstream tracking, stakeholder follow through, and milestone accountability., • Synthesize industry trends and internal performance data into clear, decision ready insights for senior leaders., • Collaborate directly with firm leadership on enterprise wide transformation and operational excellence programs. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • Bachelor's degree with 2 to 4 years of professional experience in management consulting, investment banking, or a strategy oriented function within private equity or financial services., • Proven ability to apply rigorous, hypothesis driven problem solving to complex business challenges., • Exceptional skill in crafting executive level communications, building compelling PowerPoint narratives, and developing presentation materials from scratch., • Hands on experience with due diligence workflows, organizational transformation, or initiative management spanning multiple stakeholders and timelines., • Exposure to, or genuine enthusiasm for, the private equity and broader financial services landscape., • Track record of top tier performance evaluations and the ability to thrive in demanding, results oriented settings.

Company Overview Consello is an Advisory and Investing Platform with offices in New York, Miami, Atlanta, Dublin, Belfast, London, and Abu Dhabi. Consello's distinct advisory practices provide the complete strategic counsel today's leaders need to grow and transform their organizations. Consello's advisory expertise spans Corporate Advisory; M&A; Management Consulting; Talent; Risk; and Sports and Entertainment. Dedicated teams operate in each practice, led by a leadership group with deep operational experience across industries, business growth stages and market cycles and with an expansive set of global corporate relationships. Consello's investment business, Consello Capital, identifies high-potential mid-market companies and invests capital and expertise to transform their growth. Position Overview We are seeking a Senior Associate to join our fast-growing consulting team. This position offers an opportunity to join a dynamic group and leverage past experiences in public markets to advise Fortune 500 companies across various areas of their business. The Senior Associate will play a key supporting role across a variety of client engagements, working closely with Directors and senior team members to conduct research, prepare materials, analyze data, and help develop insights and recommendations. Workstreams may have a particular focus on program management, commercial go-to-market strategy, marketing, and sales effectiveness. This role requires the ability to translate strategic insights into executable plans, and drive coordination across stakeholders to deliver measurable business outcomes.This is a hands-on role requiring intellectual curiosity, collaborative spirit, and strong execution skills. Key Responsibilities: · Support Directors and client leads on project execution, including research, data analysis, and material preparation. · Conduct industry, market, and competitive research to inform strategic recommendations. · Assist in building client deliverables such as presentations, memos, and analysis summaries. · Own day-to-day project management across multiple workstreams, including timelines, deliverables, and stakeholder coordination · Supporting or developing marketing strategies, including segmentation, targeting, and positioning · Synthesize customer insights (quantitative and qualitative) into actionable strategic recommendations · Identify execution risks early and proactively drive mitigation · Participate in, and run, weekly client and internal working sessions, summarizing key takeaways and next steps. · Support development of go-to-market strategies, including segmentation, targeting, and positioning · Conduct customer and channel analysis to inform growth opportunities · Collaborate with internal teams to support problem-solving and project coordination. · Contribute to internal knowledge development and team growth initiatives. · Maintain organized project documentation and assist in developing templates or process tools. Qualifications: · 3 - 5 years of experience in a professional services or business environment, such as consulting, corporate strategy, investment banking, or project management. · Demonstrated interest and/or experience in growth strategy, go-to-market execution, and customer-centric business transformation · Strong analytical, research, and problem-solving skills, with the ability to apply insights to marketing, customer, and growth-related challenges · Excellent written and verbal communication skills; ability to build clear and compelling presentations. · Proficient in Microsoft PowerPoint and Excel; experience with project management tools (e.g. Asana, Monday, Jira) and data visualization tools is a plus. · Comfort working with large, messy datasets to generate actionable insights · Highly organized with strong attention to detail and demonstrated ability to manage multiple complex projects and stakeholders simultaneously. · Positive, team-oriented attitude with eagerness to learn and grow. · Proven ability to thrive in a fast-paced and collaborative environment. · Background in top-tier consulting, growth-stage company, or high-performance commercial team · Experience in financial services or regulated industries is a plus Compensation: $150,000 starting base salary, plus annual discretionary bonus. EEO Statement: Consello is an equal opportunity employer and is committed to providing a workplace free from discrimination. All employment decisions are made without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, citizenship, age, disability, marital status, caregiver status, veteran status, or any other characteristic protected by applicable federal, state, or local law. About: Consello is a specialized financial services advisory and strategic investing platform. For more information visit .

Company Description SuperdayIQ is an investment banking networking tool designed for students interested in a career in investment banking. The company's tools include a database of 11k+ investment bankers with verified emails and curated traits for outreach (firm, group, location, school, clubs, activities, sports, languages, etc.) across 400+ investment banks, streamlined outreach platform, and automated email tracking and other CRM capabilities. Our mission is to empower students to send more targeted, thoughtful networking emails and spend less time on networking execution. We are not an AI outreach or email template-based tool - we believe each email should be written to fit each contact's unique context. Role Description This is a remote internship / campus ambassador position. In this role, you will act as SuperdayIQ's representative at your campus, helping market and sell the product to fellow students interested in investment banking. Furthermore, if there is interest, there will be opportunity to help plan and execute strategic initiatives as the startup scales. You will work at your own pace on your own time - as many or as few hours as you want. Qualifications • Strong communication and presentation skills to effectively engage and inform a diverse audience, • Experience or interest in investment banking, finance, and / or sales and marketing, • Enthusiasm for learning about the investment banking industry, • Self-motivated with the ability to work independently in a remote environment Compensation • Clear, transparent commission structure: $20 per referred user who converts to a paying tier + 30% of gross revenue generated by any referred users for 6 months from sign-up (stacks on top of $20 sign-up bonus), • For high-performers, hands-on mentorship by the founder, who is an investment banker at a global platform in NYC, • Free access to the "Associate" tier of SuperdayIQ If you are interested, please apply here or email with your resume.

We are partnering exclusively with a leading global full-service alternative asset management firm to find a high caliber Consultant Relations Associate. With over $280bn AUM and investment strategies spanning private equity, credit, real estate, and infrastructure, this is a platform with genuine scale, breadth, and brand recognition in the market. This is a rare opportunity to join a lean, entrepreneurial team within a large firm and your work will have direct and visible impact from day one. Sitting within the Investor Relations team, you will support the Global Head of Consultant Relations and the broader consultant relations coverage team across business development and client service. You'll act as a key link between investment teams and the consultant community, helping to drive engagement, maintain relationships, and ensure the firm is well-positioned across major consultant platforms. Responsibilities • Supporting senior coverage professionals with consultant relationship management, tracking engagement activity and outcomes, • Coordinating due diligence meetings, presentations, and events with institutional consultants, • Preparing high-quality marketing materials, presentations, and reports for consultant audiences, • Conducting research on consultant databases and platforms to identify distribution opportunities, • Maintaining up-to-date fund and platform data across consultant databases, • Monitoring industry trends, competitor positioning, and regulatory developments, • Collaborating cross-functionally with investment, product, and sales teams Requirements • 2–4 years of experience in investment banking, consulting, investor relations, or a related finance role, • Bachelor's degree required, • Strong quantitative skills; financial analysis or accounting experience a plus, • Excellent written, verbal, and presentation abilities; you can distil complex information clearly, • Advanced proficiency in Excel, Word, and PowerPoint; familiarity with Salesforce, Preqin, or similar platforms is a bonus, • Highly organised, detail-oriented, and able to manage multiple priorities in a fast-paced environment, • Series 7 & 63 licensed, or willingness to obtain within six months of joining

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

LHH Recruitment Solutions is currently working with a top-ranked Vault 20 law firm based in New York City that is seeking to add an associate to its finance practice. Details below: Sophisticated Deal Work: Attorneys in this group advise on complex transactions including leveraged acquisitions, syndicated and investment-grade lending, and asset-based finance. Recent matters have included advising on multi-billion-dollar cross-border financings and private equity-backed transactions involving major global institutions. Elite Platform: The firm is a recognized leader in banking & finance, with a dual focus on both borrower/sponsor and lender/arranger representations—a rare strength even among top-tier firms. Collaborative, Transparent Culture: Associates describe the environment as collegial and mentorship-driven, with an open-door policy and a strong emphasis on professional development. Every attorney is paired with both a partner and associate mentor. No Billable Hour Requirement: Avoid the pressure of tracking hours. Accelerated Partnership Track: The firm offers one of the fastest paths to partnership among its AmLaw peers, with clear development goals, formal feedback twice a year and informal feedback regularly. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Position Overview Formed just over nine years ago, the Financial Reinsurance (FinRe) team has responsibility for marketing, developing, structuring, and executing financial reinsurance deals for our US Life insurance clients. It's viewed as one of the greatest growth potential areas for the organization and is staffed with an experienced and diverse team, focused on developing innovative and creative solutions for our clients. As the FinRe senior actuarial associate, you'll be exposed to all aspects of the FinRe business; providing you with valuable insight to not only our clients' financing and strategic objectives - but a greater understanding of the industry as a whole. This role's mission is to provide support to financial reinsurance transactions. Support includes, but is not limited to: pricing, execution, and post -close deal maintenance of financial reinsurance transactions. Your Role: • Organize, evaluate and analyze data provided for deals. This will require working with more senior actuaries, • Assist with creation of deal models, proposals, and internal approval memos with supervision from more senior actuaries, • Participate in pricing and structuring discussions with client, • Participate in internal discussions for approvals on deals, • Manage post-close inquiries from client and/or internal stakeholders, • Monitor and analyze on-going information on transactions and provide period reports Your Profile: • Bachelor's degree in Mathematics, Actuarial Science, Economics, Risk Management, Finance, Accounting, • ASA or near FSA compeltion, • 3+ years of actuarial experience in life insurance industry, investment banking or capital markets., • Financial modeling experience;, • Solid understanding of life or annuity insurance products;, • Ability to understand statutory and GAAP accounting, • Strong MS Office skills;, • Strong interpersonal skills;, • Proficient programming skills;, • Strong written and oral communication skills;, • Ability to learn quickly and multi-task;, • AXIS modeling skills, preferred About Munich Re Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 40,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. Our data, our technology, and our teams place us in a unique position to drive transformative change in the life insurance industry. We invest strategically in our world class talent, offering our employees a work experience that promotes professional development, innovation, and rewards high performance. For New York City based employees, the base salary range anticipated for this position is $ 144,009 to $ 168,010, plus an opportunity for an annual company bonus based upon a percentage of eligible pay. The salary estimate displayed represents the typical salary range for candidates hired in this position. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. What Can We Offer You? We are pleased to offer our employees great benefits and resources to support their mental, physical and financial wellbeing. These include: • Comprehensive Medical Plans, • PTO and Family Leave, • Retirement Savings Plans, • Dental and Vision Plans, • Life and Disability insurance, • Employee Assistance Program, • Adoption Assistance, • Wellness Programs - Calm, WW, SoFI, Virgin Pulse, • Commuter Benefits, • FSA and HSA Plans At Munich Re US, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ___ Save job

Job Description Acquisition Associate, Origination Stonegrove Roofing Partners Base + Commission pay structure About the Role Stonegrove Roofing Partners is seeking an Acquisition Associate to focus on deal origination across our growing roofing platform. This role sits within our Partner Services team and is responsible for building and developing a pipeline of acquisition opportunities by engaging directly with owner-operators across target markets. This is a front-end origination role. You will be responsible for identifying, contacting, and developing relationships with business owners, many of whom are not actively for sale, and guiding early-stage conversations around a potential transaction. This role is best suited for individuals with experience in lower middle market M&A advisory, business brokerage, or similar environments where you have been directly responsible for sourcing and originating deals. What You Will Do • Identify and map target roofing companies across priority geographies, • Build and maintain a proprietary pipeline of acquisition opportunities, • Execute outbound outreach to business owners, brokers, and industry contacts, • Develop relationships with founder-operators and guide early sale conversations, • Source both on-market and off-market opportunities, • Conduct initial screening of opportunities including basic financial and operational assessment, • Track and manage all activity within the CRMWhat This Role Is Not, • This is not a financial modeling or execution-heavy investment role, • This is not a passive inbound deal environment, • Success in this role is driven by outbound activity, persistence, and relationship buildingWhat We Are Looking For, • 3 to 7 years of experience in M&A advisory, business brokerage, investment banking, or direct deal origination, • Demonstrated experience sourcing or originating deals, not just supporting execution, • Comfort with high-volume outbound outreach and building relationships from scratch, • Strong communication skills with the ability to engage directly with business owners, • Self-starter who thrives in a high-autonomy, performance-driven environmentCompensation, • Performance-driven compensation with significant upside tied directly to closed acquisitions, • Base draw provided to support rampLocation, • Based in the New York area, with flexibility for candidates within commuting distance

Job Description Position Summary The Associate Attorney (Capital Markets) will provide legal support to the Residential Mortgage 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 contract drafting, execution and management 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 Attorney (Capital Markets) will also provide legal support for the issuance of residential mortgage backed securities on the Residential Mortgage Business’s securitization platforms, the oversight of the Residential Mortgage Business’s legacy structured finance 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 mortgage loan aggregation platforms. The position reports to the Senior Vice President – Residential Legal located in Englewood, Co. Office locations may also available in New York, NY, Charlotte, NC, Irvine, CA or Mill Valley, CA. This position would be based in one of Redwood Trust’s offices (noted above) in Colorado, California, New York or North Caolina. 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 Attorney (Capital Markets) will generally interact with the Residential Mortgage Business’s legal, capital markets, operations and servicing teams, with close support from the Senior Vice President – Residential Legal 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 a nationally recognized law school with strong academic credentials, • 1 - 3 years working experience as an attorney in the subject matter (law firm or inhouse), with prior experience in transactional and/or regulatory matters relating to residential mortgage loans At Redwood Trust, we are committed to fostering an inclusive workplace everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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 The Commercial Strategy Associate will play a critical role in streamlining the operational functions of the team's go-to-market strategy. This person will not only be responsible for identifying improvements but will also refine our processes for tracking end-to-end contracting and partnership management. The responsibilities of this role will impact broader payor strategy and help drive our Commercial KPIs, many of which are top organizational priorities for leadership. This position will necessitate profound attention to detail and proactive cross-functional collaboration to deliver valuable insights to the organization. This person will be intellectually curious and eager to develop a deep understanding of payor workflows and stakeholder relationships at a fast-paced, mission-driven organization. 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 increase access to mental healthcare and profoundly impact millions of lives. Responsibilities • Partner with health plan stakeholders to build and develop end-to-end payor relationships, • Build and leverage in-depth knowledge of nuances in insurance market contracting, • Conduct and consolidate research related to payor workstreams and novel markets, • Collaborate closely with cross-functional teams (Finance, GTM, Legal, Compliance, RCM, etc.) to maintain health plan contracts, • Streamline development of go-to-market team processes, workflows, and tools, • Assist with scaling Commercial team initiatives over time to meet the needs of Charlie Health, • Analyze complex healthcare claims data to support competitive analysis and go-to-market strategy, • Support payor remediation efforts to streamline billing practices and improve revenue collectionsRequirements, • At least 2-4+ years of relevant professional experience, including 1–2 years in investment banking, consulting, or at a high-growth start-up, • Bachelor's degree in Business, Finance, Economics, or a related field, • Strong organizational skills with demonstrated ability to manage multiple projects and workstreams concurrently, • Proficiency in Microsoft Office Suite, including Word, PowerPoint, and advanced Excel; proficiency in SQL and Python is a plus, • Exceptional written and verbal communication skills, • Proactive self-starter with a strong sense of ownership and the ability to operate independently in fast-paced environments, • Resourceful problem solver with the ability to adapt quickly to changing priorities, • Meticulous attention to detail and a commitment to delivering high-quality work, • Strong analytical mindset with the ability to synthesize data into actionable insights; experience with healthcare analytics is a plus The total target base compensation for this role will be between $106,000 and $135,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $117,000 and $148,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. 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 clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

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

Job DescriptionBusiness Development Associate, Investments Stonegrove Roofing Partners Base + Commission pay structure About the Role Stonegrove Roofing Partners is seeking a Business Development Associate to join our investment team and lead acquisition sourcing efforts across our growing roofing platform. This role is central to driving deal flow and expanding our network of partner companies. You will be responsible for identifying, engaging, and developing relationships with owner-operated roofing businesses across target markets. This is a high-impact, high-autonomy position with direct exposure to platform leadership and a clear path for growth as we continue to scale through acquisition. What You Will Do • Lead market mapping efforts to identify acquisition targets across priority geographies, • Build and maintain a proprietary database of roofing businesses and industry contacts, • Develop and execute outbound outreach strategies to generate a consistent pipeline of opportunities, • Engage directly with business owners, brokers, and intermediaries to source on and off-market deals, • Conduct initial screening of opportunities including financial, operational, and market assessments, • Evaluate key market dynamics such as housing stock, storm activity, and competitive landscape, • Manage all pipeline activity within the CRM and ensure accurate tracking of deal progress, • Support early-stage conversations with founders, guiding them through the initial exploration of a potential saleWhat We Are Looking For, • 3 to 5 years of experience in private equity, corporate development, investment banking, or home services, • Direct experience in business development, deal sourcing, or origination, • Demonstrated ability to identify and engage owner-operated businesses, • Strong analytical skills with the ability to evaluate financial and operational performance, • Excellent communication and relationship-building capabilities, • Comfort operating in a fast-paced, entrepreneurial environment with a high degree of ownershipCompensation- tied directly to deals you source and close, with meaningful upside and a draw for stability, in addition to the provided base salary.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Investment Banking Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week Role Responsibilities • Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs., • Review complex investment banking content for alignment with domain principles and methodologies., • Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance., • Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions., • Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets. Must-Have • At least 2 years of experience in investment banking at top firms., • Hourly contractor, • Upload resume, • AI interview based on your resume

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Investment Banking Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week Role Responsibilities • Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs., • Review complex investment banking content for alignment with domain principles and methodologies., • Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance., • Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions., • Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets. Must-Have • At least 2 years of experience in investment banking at top firms., • Hourly contractor, • Upload resume, • AI interview based on your resume

Job Description About Bloom Equity Partners Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people from different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment. About the Role As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in enterprise software and services businesses. This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing. Key Responsibilities Investment Evaluation, Due Diligence & Execution * Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments * Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis * Prepare investment screening memos and present initial findings to the investment team * Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market * Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process * Prepare investment committee memoranda, presentations, and supporting materials * Support deal structuring, term sheet development, and negotiation processes Portfolio Company Support * Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management * Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies * Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting Firm Building * Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base Ideal Candidate * At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement) * Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses * Strong financial modeling and due diligence acumen across multiple transaction types * Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations * Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail * Strong project management, organizational, process management, and communication skills * Excel in building strong relationships with intermediaries, management teams, and advisors * A bachelor’s degree from a top university with a strong GPA What We Provide * Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $150,000-$250,000 Total Compensation - depending on experience * Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth. * Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards. * Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm. * Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events. Powered by JazzHR BIjFYKusDK

Investment Banking Summer Analyst / Associate Program.Evercore, one of the world's top M&A and restructuring advisors, offers phenomenal training and senior-banker exposure to interns and junior bankers.Evercore's program 5-out-of-5 stars, praising the firm's "sharp yet friendly coworkers, marquee c

Develop content for strategic meetings with clients regarding M&A or capital market transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Define, guide and review detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses * Define, guide and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role * A well-rounded academic background from a top tier educational institution * Strong financial modelling skills * Understands transaction cycles and is execution oriented * Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business * Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $175,000.00 - $225,000.00 / year

The Firm A global leader in energy transition infrastructure is building out its North America investment team. The firm manages multiple large-scale funds dedicated to renewable energy and energy infrastructure, with a focus on developing, financing, and owning assets that accelerate the decarbonization of the power sector. The Role The Associate will join a lean, high-ownership investment team in New York, actively participating in the full investment process from identifying and diligencing opportunities through execution, portfolio management, financing, and monetization. The mandate spans conventional generation, renewable generation, utility-scale storage, and adjacent platforms. What You'll Do • Build detailed financial models and support execution of investment, financing, and monetization activities across the portfolio, • Assist with due diligence, transaction structuring, and the compilation of internal materials to inform investment decision-making, • Develop presentation materials for a range of audiences including investment committee memos, rating agency presentations, and marketing materials, • Support active involvement in financing activities across acquisitions, refinancings, and development including term loans, fixed rate notes, bonds, and tax equity, • Inform internal views on new subsectors and technologies through fundamental economic modeling, market sizing, industry research, and company diligence, • Work across internal subject matter teams including energy marketing, asset management, environmental, legal, tax, and accounting, • Engage with portfolio companies on key initiatives including financings, development, tack-on acquisitions, and monetization opportunities, • Track policy, regulatory, and market developments that shape the investment landscape including IRA incentives, interconnection reform, and offtake markets Ideal Background • Bachelor’s degree or higher in finance, economics, business, engineering, or related field from an accredited college or university, • Have 3-4 years of experience in private equity, investment banking, or management consulting, • Experience across the full lifecycle of a transaction (i.e. screening, development of investment thesis, due diligence, negotiation of terms, closing) preferred, • Excellent quantitative and analytical skills with a solid grounding in corporate finance and accounting principles, • Strong leadership, communication, and presentation skills; comfort engaging with senior stakeholders, • Self-starter with the ability to manage multiple workstreams simultaneously with limited supervision, • Familiarity with US power markets preferred, • Genuine interest in the energy transition and long-duration infrastructure investing Why This Role • Work directly with senior investment professionals on large-scale, complex transactions from day one, • Gain rare exposure to greenfield development risk, long-duration capital, and institutional infrastructure investing, • Be part of a lean, high-ownership team where your work directly informs investment decisions

This role provides a unique opportunity to contribute to the growth of a leading alternative asset manager. The Associate Director will work with the Corporate Strategy team, senior leadership, and subject matter experts to identify, research, and execute on the Firm's strategic priorities by: • Contributing to the creation and supporting the execution of the firm's strategic plan, • Performing due diligence on potential new strategies, products, and businesses, • Leading cross functional projects to build new or improve existing firm capabilities INTERFACES WITH: The Associate Director will report to the Head of Strategy and work closely with the other members of the Strategy team as well as members of the Management and Investment Committees and subject matter experts inside and outside the firm. QUALIFICATIONS AND REQUIREMENTS: • Structured, logical thinker with ability to get up to speed on new topics quickly and approach projects in an organized and process-oriented way, • Intellectually curious with track record of going beyond surface level analysis with fact-based research and creative, resourceful thinking, • Organized and adaptable with ability to prioritize and manage multiple projects concurrently, • Demonstrated analytical rigor in quantitative and qualitative analysis and financial modeling, • Strong written and verbal communication with ability to condense research into concise views EDUCATION, TRAINING, AND EXPERIENCE:, • 3+ years of post-MBA consulting, investment banking, and/or corporate strategy experience, • Exposure to and demonstrated interest in financial services

Associates in Corporate Credit Structuring ("CCS") work with Coverage Bankers to originate, structure, and negotiate facilities (including syndicated and bilateral loans, bridge, acquisition and structured financing across an IG, HY and Financial Sponsor client base as well as trade management solut

Job Description Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & newborn care, parenting & pediatrics, and menopause & midlife. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs. Recognized for innovation and industry leadership, Maven has been named to the Time 100 Most Influential Companies, CNBC Disruptor 50, Fast Company Most Innovative Companies, and FORTUNE Best Places to Work. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. To learn more about Maven, visit us at mavenclinic.com. An award-winning culture working towards an important mission – Maven Clinic is a recipient of over 30 workplace and innovation awards, including: • Fortune Change the World (2024), • CNBC Disruptor 50 List (2022, 2023, 2024), • Fortune Best Workplaces for Millennials (2024), • Fortune Best Workplaces in Health Care (2024), • TIME 100 Most Influential Companies (2023), • Fast Company Most Innovative Companies (2020, 2023), • Built In Best Places to Work (2023), • Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024), • Great Place to Work certified (2020, 2021, 2022, 2023, 2024), • Fast Company Best Workplaces for Innovators (2022) As a Strategic Finance Associate at Maven, you will: • Become an expert on the underlying data architecture supporting Maven's revenue forecasting and identify ways to automate and optimize our models, • Synthesize data from finance, operations, growth, and clinical functions into unified dashboards and insights that drive strategic decisions., • Streamline reporting and insights delivery; Partner with Client Success and Payer Growth to automate external reporting, ensuring consistent, transparent, and data-backed financial narratives., • 2-3 years of experience in investment banking, consulting, business operations, or as a financial manager at a fast-paced, high-growth startup, • Strong quantitative mindset with expertise in financial modeling, systems design, and process automation., • Comfort working with large, complex datasets and integrating tools such as Looker, SQL, Python, or AI/ML frameworks to derive insights., • Highly self-motivated, with the ability to run against problems with little direction, experience knowing when and how to escalate effectively, • Excellent written, verbal, and interpersonal communication skills, • Superior story-telling and data visualization capabilities, • A track record of thriving in fast paced environments, • Proven ability to build strong cross-functional relationships and manage complex projects across multiple teams, • High energy, high integrity leadership style with a positive outlook, collaborative mindset and entrepreneurial spirit, • Healthcare experience, ideally within early stage, high growth SaaS or subscription-based business models This role requires active work authorization in the US and we are looking for individuals to be based in NYC or SF. Maven embraces a flexible hybrid work model. Our teams primarily operate from the New York Metropolitan area, NY, and remotely via San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C. For those in our New York City office, we encourage in-person collaboration by requiring team members to work onsite three days a week (Tuesday, Wednesday, Thursday). For those based in San Francisco/Bay Area, CA, Seattle, WA, Boston, MA, Chicago, IL, and Washington, D.C., we encourage in-person collaboration by requiring team members to attend quarterly Work Together Days within these cities. This policy aims to balance remote work flexibility with the benefits of face-to-face interaction. At Maven we believe that a diverse set of backgrounds and experiences enrich our teams and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our teams. Benefits That Work For You Our benefits are designed to support your health, well-being and career development, helping you thrive both personally and professionally. We remain focused on providing a competitive benefits package for our employees. On top of standards such as employer-covered health, dental, and insurance plan options, we offer an inclusive approach to benefits: • Maven for Mavens: access to the full platform and specialists, including care for mental health, reproductive health, family planning and pediatrics., • Whole-self care through wellness partnerships, • Hybrid work, in office meals, and work together days, • 16 weeks 100% paid parental leave and new parent stipend (for Mavens who've been with us for 1 year+), • Annual professional development stipend and access to a personal career coach through Maven for Mavens Maven is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Maven is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Maven Clinic interview requests and job offers only originate from an @mavenclinic.com email address (e.g ). Maven Clinic will never ask for sensitive information to be delivered over email or phone. If you receive a scam issue or a security issue involving Maven Clinic please notify us at: . For general and additional inquiries, please contact us at .

Job Description Our client is a premier global financial advisory firm renowned for its strategic M&A counsel, restructuring expertise, and capital advisory services. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. Based in New York, the within this group serves as a key component of the firm's global industrials practice, leading coverage and execution for companies across the United States. The firm's advisory-focused model and lean deal team structure provide Associates with exceptional exposure to senior bankers and client executives throughout every engagement. The Opportunity The firm seeks an exceptional Associate 2 to join their Paper & Packaging investment banking team in New York City. This role offers immediate and significant client exposure, substantial analytical and execution responsibility, and a clear path to Vice President. The position provides the entrepreneurial learning environment and mentorship typical of elite advisory platforms, where Associates are given meaningful deal responsibilities and direct interaction with senior management teams. Key Responsibilities Transaction Execution & Analysis • Perform sophisticated financial analyses and create complex valuation models, • Lead financial modeling across various transaction structures and strategic scenarios, • Conduct comprehensive research on relevant companies, competitors, and sector dynamics, • Manage critical workstreams within deal processes from mandate through closing, • Coordinate across legal, accounting, and other advisory partners Client Interaction & Relationship Development • Prepare and create compelling client presentations and meeting materials, • Interface directly with client senior executives including CEOs, CFOs, and Board members, • Develop understanding of client strategic objectives and translate into actionable recommendations, • Build credibility as trusted advisor through technical excellence and strategic insight Team Leadership & Development • Provide guidance, training, and mentorship to Analyst-level team members, • Lead internal deal teams ensuring excellence in execution and client service, • Contribute to positive team culture and firm intellectual capital, • Help prepare for key industry events and conferences hosted by the firm Required Qualifications • At least 1 year of investment banking experience at the Associate level, • Strong preference for candidates with M&A deal experience and transaction leadership, • Demonstrated experience in Industrials, particularly in Paper & Packaging, • Exceptional financial modeling skills and quantitative capabilities with meticulous attention to detail, • Outstanding verbal and written communication skills with C-suite presentation experience, • Proven ability to manage multiple transactions and projects simultaneously, • Demonstrated leadership capabilities and commitment to team development, • Bachelor's degree from a top-tier university with top academic performance, • Comfort operating in fast-paced environment that values initiative, creativity, maturity, and poise, • Team player mentality with strong motivation to contribute to collaborative culture Preferred Qualifications • MBA or advanced degree from leading institution, • Experience across multiple industrials subsectors and transaction types, • Background in private equity, operating roles, or industrial strategy consulting, • Technical expertise in complex deal structures and creative financing solutions, • Multi-cycle market experience, • Track record of analyst mentorship and development Compensation & Benefits • Highly competitive base salary: $185,000 - $275,000 commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Professional development budget and commitment to career advancement, • Individualized employee experience supporting work-life balance, • Industry conference attendance and networking opportunities Firm Culture The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach. The entrepreneurial culture and flat structure allow creative ideas to drive business forward and enable careers to take flight. The firm differentiates itself among leading investment banks through its commitment to investing in Associates and developing them into successful senior bankers. The organization is built on the premise that diverse perspectives create richer thought leadership and better client outcomes. With organic growth from local roots across different countries, the firm maintains a deep tradition of respecting individual differences and supporting every colleague in maximizing their potential. To Apply If you're a top-tier professional passionate about becoming a world-class advisor in the Industrials space, we want to hear from you. This is a highly selective process and the firm is moving quickly to identify exceptional talent.

The Opportunity: Banking + Finance Associate Attorney. We are seeking a talented and experienced Mid-Senior-Level Associate Attorney to join our Banking + Finance Practice Group. Advise and represent direct lenders, private credit funds, institutional investors, and investment banks in a variety of

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

Job 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 We are hiring a high-performing Sr. Analyst/Associate to join the Office of the CEO, reporting directly to the Chief of Staff. This role sits at the center of the company's decision-making engine. You will combine structured project management with rigorous KPI and data analysis to keep the organization aligned, accountable, and executing at a high level. You'll support CEO and Chief of Staff initiatives, build performance reporting, coordinate cross-functional workstreams, and help ensure critical priorities move forward with clarity and speed. This is the ideal role for someone who is analytical, detail-oriented, organized, and motivated by the challenge of helping a high-growth company operate with discipline. What You'll DoKPI Tracking, Analysis & Performance Insights • Build and maintain dashboards, models, and reporting that highlight business performance and emerging trends., • Analyze core metrics to identify inflections, risks, and opportunities, then translate findings into clear insights for the CEO and Chief of Staff, • Partner with analytics and operational leaders to ensure reporting is accurate, consistent, and reflective of the company's priorities, • Contribute to monthly/quarterly reviews, CEO summaries, and data-driven narrative updatesProject Management & Execution, • Manage cross-functional projects end-to-end, ensuring clarity of scope, timelines, milestones, and expected outcomes, • Track CEO- and Chief of Staff-led initiatives, keeping deliverables on pace and escalating risks with proactive solutions, • Build project plans, trackers, and operating systems that keep workstreams aligned and moving quickly, • Support execution of company operating rhythms including OKRs, planning cycles, leadership offsites, and executive meetingsCross-Functional Leadership Support, • Coordinate with senior leaders to ensure alignment, follow-through, and accountability on high-priority deliverables, • Prepare materials for executive team meetings, management meetings, and CEO prep sessions, • Support the Chief of Staff in translating the CEO's priorities into clear communication, action items, and structured follow-ups, • Help ensure the right information flows between teams at the right time to enable fast, high-quality decision-makingExecutive-Ready Communication, • Draft clean, structured memos, presentations, and summaries for CEO use internally and externally, • Manage preparations for company wide all-hands, • Prepare briefing materials for meetings, synthesize discussions, and document next steps with precision, • Operate with exceptional attention to detail - every document should be final-qualityWhat We're Looking For, • 2–5 years of experience in investment banking, consulting, private equity, corporate strategy, or an analytical operating role, • High performer with meaningful ownership experience, such as managing complex processes, coordinating across teams, or leading workstreams in demanding environments, • Strong analytical skills with the ability to build models, dashboards, and structured recommendations; advanced Excel required, SQL/Tableau a plus, • Strong slide-building and presentation skills (PowerPoint/Google Slides); healthcare analytics experience is a plus, • Proven project management skills: organized, deadline-driven, and able to manage multiple workstreams simultaneously, • Meticulous attention to detail and a commitment to producing high-quality work, • High degree of initiative and independence, with the ability to drive work forward in a fast-paced, ambiguous environment, • Excellent written and verbal communication, with the ability to distill complexity into clarity, • Operates well under pressure and works effectively with tight timelines, • Deep alignment with Charlie Health's mission and a desire to contribute to meaningful work You will gain: • Daily visibility into CEO-level decision-making, • Ownership of high-impact, cross-functional projects, • Exposure to operations, analytics, product, and clinical leadership, • Accelerated learning and direct influence on organizational execution, • A strong foundation for future roles in Biz Ops, Strategy, Operations, or Chief of Staff tracks, • Work at a mission-driven company where your efforts directly contribute to saving lives and expanding access to behavioral health care The total target base compensation for this role will be between $91,000 and $134,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $147,000 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 clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE -ASSOCIATE THIS ROLE IS ON-SITE AT OUR NEW YORK OFFICE VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company with offices in New York, the San Francisco Bay area, and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) Gilmartin is looking for a highly motivated individual to fill the position as an We are seeking a highly motivated individual to fill an Investor Relations Associate position. The successful candidate will work closely with senior Gilmartin executives to create materials to pitch and win new client business while managing existing day-to-day client engagements and with our internal team. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Responsibilities: • Key member of functional client teams managing several deliverables including:, • Creating and maintaining IR calendar for year – including investor conferences, non-deal roadshows and other major events, • Contributing to quarterly earnings process – conference call logistics, drafting press releases, speaker scripts, Q&A materials, and presentation materials, • Collecting and analyzing sell side estimates and maintain consensus model, • Managing investor meetings and conference presentations, including logistics, background materials and the preparation of senior executives, • Maintaining IR section of corporate website, • Responding to investor inquiries; logging inquiries, maintain database of investor activities, • Monitoring and compiling peer group research; following industry, competitor and customer developments and news flow including earnings calls and analyst days - communicating key takeaways to management teams, • Preparing materials for Board of Directors and other internal audiences on investor relations activities, share ownership, and valuation as required, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • Travel, as needed, to investor conferences and meetings The ideal candidate will possess the following qualifications: • Strong analytical and writing skills, • Ability and desire to work in a team environment, • Excellent interpersonal and verbal skills, • Detail oriented and able to multi-task with efficiency, • Keen interest in or understanding of the equity markets, • Confident and professional phone and e-mail communication, • Ability to work independently and complete projects with limited supervision, • Strong knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint, • 3+ years of work experience, • Bachelor’s Degree: Finance classes or Degree preferred

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the Senior Director, Strategic Operations, the Associate Director of Strategic Operations will focus on driving operational rigor, scalability, and gross margin expansion across the business. This leader will be embedded within the operations organization but partner closely with Finance, Product, Revenue, Clinical, and Customer teams to improve how we deliver care - ensuring we do so efficiently, sustainably, and at scale. This role is deeply execution-oriented. In addition to identifying high-impact efficiency opportunities, this person will serve as the programmatic owner of large, cross-functional initiatives - ensuring teams remain aligned, accountable, and on track to deliver measurable outcomes. Unlike traditional business strategy roles that focus on market expansion or new growth vectors, this role is centered on optimizing the core: improving unit economics, strengthening operational performance, and building durable systems that unlock long-term profitability. This is a hybrid role based in New York City, with an expectation to be in office 2-3 days a week. Our office is located at 60 Madison Avenue. Additionally, occasional travel may be required for company or team events. What You'll Do • Strategy: Lead strategic operational efficiency initiatives by diagnosing workflow, system, and cross-functional inefficiencies and designing scalable solutions., • AI Leverage: Identify and evaluate opportunities to leverage AI and automation to improve operational efficiency, reduce cost-to-serve, and enhance scalability., • Financial Ownership: Translate margin targets into actionable operational initiatives with clear owners, timelines, and measurable KPIs., • Program Leadership: Own complex, cross-functional programs across Operations and adjacent teams (Product, Revenue, Finance, Clinical)., • Governance: Establish governance structures, milestones, and success metrics to ensure initiatives are delivered on time and at impact., • Business Case Development: Build business cases for automation, tooling improvements, vendor optimization, and process redesign., • Cross-functional programs executed with strong stakeholder alignment and minimal slippage., • Margin improvement initiatives delivered on time and at target impact., • Clear operational dashboards that give leadership visibility into KPI performance., • Reduced friction across teams due to improved dependency management and governance., • 4-6 years of experience in consulting, investment banking, corporate strategy, or strategic operations; top-tier consulting experience strongly preferred., • 1+ years of operating experience at a high-growth or scale-stage company., • Demonstrated experience leading complex, cross-functional programs with multiple stakeholders., • Proven track record driving operational or cost-efficiency initiatives tied to financial outcomes., • Understanding of how AI tools can be applied to manual processes, with the ability to evaluate ROI, risks, and change management considerations., • Strong financial fluency - comfort working with margin models, cost structures, and performance metrics., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or

Investment Banking, Senior Analyst/Associate, DCM. BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. The Analyst/Associate will be involved in all aspects of BTIG's Debt and Equity-Linked Capital Markets business, i

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy. This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment. Key Responsibilities · Identify and research acquisition targets across defined geographies and verticals · Conduct high-volume outbound outreach via phone and email · Hold introductory calls with agency owners and executives · Track all outreach activity in Company CRM with complete accuracy · Manage follow-up cadence and nurture long-term opportunities · Coordinate introductory meetings between prospects and senior leadership · Support pipeline reporting and KPI tracking Qualifications · 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role · Comfortable making outbound calls daily · Strong verbal communication skills · Experience using CRM systems required · Highly organized and self-motivated · Competitive and resilient Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE -ASSOCIATE VICE PRESIDENT THIS POSITION IS BASED OUT OF OUR NEW YORK OFFICE AND IS ON-SITE VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company with offices in New York, the San Francisco bay area, and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) Gilmartin is looking for a highly motivated individual to fill the position as an We are seeking a highly motivated individual to fill an Investor Relations Associate position. The successful candidate will work closely with senior Gilmartin executives to create materials to pitch and win new client business while managing existing day-to-day client engagements and with our internal team. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES • Support Gilmartin clients by executing tactical investor related goals and deliverables for clients, • Specific responsibilities include:, • Coordinate with senior team members on client deliverables and timeline; proactively improving IR function, • Participate in the quarterly earnings process and conference call logistics – this may include creating press releases, speaker scripts, Q&A materials and presentation materials, • Responding to investor inquiries, • Monitoring and compiling peer group research; following industry, competitor and customer developments and news flow including earnings calls and analyst days - communicating key takeaways to management teams, • Evaluating industry trends and sentiment, assist senior team members in analysis for corporate executives, • Recommend content and updates for IR website, • Provide logistical support, administrative and calendar items including:, • Creating and maintaining IR calendar for year, • Support in collecting and analyzing sell side estimates and maintaining consensus model, • Logging investor inquiries, maintain database of investor activities, • Develop and maintain relationships with investment bankers, investors, and analysts, • Prepare materials for Board of Directors and other internal audiences on investor relations activities, share ownership, and valuation as required, • Have a passion for partnering with innovative healthcare companies, building IR practices and helping to craft client narratives, • Work collaboratively with Gilmartin team to pitch new business and execute existing business, • Support junior staff for day-to-day client needs and career development, • Travel, as needed, to investor conferences and meetings and client offices QUALIFICATIONS • Bachelor's degree and 3+ years of experience in investor relations and/or equity analysis at an investment bank or asset management firm, • Background in science and/or a strong interest to work with companies in healthcare sector, • Understanding of capital markets, Reg FD and other SEC disclosure rules and regulations, • Series 7 (or 82), 63 required within 6-months of hire, • Possess superb written and verbal communication skills, • Enjoy financial modeling and equity valuation skills and have a strong command of Excel, • Energized by interacting with external investors and Wall Street constituents, • Self-motivated with ability to work independently while prioritizing deliverables; detail-oriented multi-tasker who enjoys thinking critically to proactively problem solve, • Mature, confident and comfortable interacting with a senior executive leadership team, • Strong personal integrity with the highest ethical standards and are able to maintain confidentiality and exercise judgment and discretion, • Above all else, bright, kind, collaborative and motivated by challenge

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, 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 technology 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 necessary skills given the demands of working for a Wall Street firm., • 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, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description GDEV Management Holdings (“GDEV”): Pre-MBA Associate About GDEV GDEV makes private equity and private credit investments in middle-market sustainable infrastructure businesses. The GDEV team leverages deep experience in project development, structured finance, and operations to identify top-tier management teams and help them navigate periods of significant growth and change. GDEV manages nearly half a billion dollars and has invested in over a dozen high growth companies. GDEV's investments include a wide range of sustainable infrastructure and renewable energy technologies, with a focus on distributed energy resources (DERs). Our sector expertise includes solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels. As GDEV expands its credit capabilities, the firm is seeking an Associate to help originate, underwrite, execute, and manage credit investments across corporate, asset-backed, and structured financing solutions. Position Overview GDEV seeks to hire a Pre-MBA Private Credit Associate to join its investment team in New York City. The role offers exposure to all facets of the investment process, including sourcing, structuring, due diligence, financial analysis, and legal documentation. The Associate will work closely with senior investment professionals to evaluate risk-adjusted lending opportunities and develop tailored financing solutions. The role is highly execution oriented and provides meaningful responsibility in a lean, entrepreneurial environment with opportunities to grow into a senior investing role. What You Will Do at GDEV • Evaluate new credit investment opportunities across the sustainable infrastructure and energy transition landscape, including corporate loans, warehouse facilities, preferred equity, and other structured capital solutions, • Build and maintain detailed financial models to assess downside protection, leverage capacity, covenant compliance, and expected returns, • Conduct credit underwriting, including analysis of business plans, contractual cash flows, collateral packages, capital structures, and sponsor support, • Coordinate diligence processes with third parties including legal counsel, technical advisors, lenders, tax equity providers, and consultants, • Prepare screening materials, investment memoranda, and portfolio monitoring updates for senior management and investment committees, • Assist in structuring transaction terms, negotiating credit agreements, and managing deal execution timelines from initial evaluation through closing, • Monitor existing credit investments, track performance against underwriting assumptions, and proactively identify potential risks, • Maintain valuation models and support quarterly portfolio reporting and internal analytics What You Will Bring to GDEV • Bachelor's degree from a top-tier accredited four-year college or university, • 2-4 years' experience in private credit, private equity, investment banking, infrastructure investing, renewable energy development, project finance, or other relevant lending roles, • Industry experience in real assets / industrials, with preference for expertise specifically in power and renewable energy, • Advanced Excel knowledge and ability to build and understand complex financial models, • Proficiency reviewing and understanding legal contracts, • Sound judgment: ability to assess risk-adjusted returns, synthesize complex information, and make investment recommendations, often with incomplete data, • Strong written and verbal communication: ability to distill complex financial and operational analysis into clear, compelling investment narratives for senior stakeholders, • Intellectual curiosity and entrepreneurial drive: passion for the energy transition and a builder's mentality suited to a fast-growing platform, • Location: New York, New York, • Job Type: Full-time What GDEV Offers GDEV provides a competitive compensation and benefits package. Base Annual Salary range information serves as a general guideline. The base annual salary range for this position in the New York City Metro Area is $135,000 to $ 160,000. Individual base annual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Eligible employees will have access to comprehensive insurance and benefits including: • Medical, Dental, Vision, Life/AD&D, Short-term disability, Long-term disability,, • Retirement Savings with Company Match, • Paid Time Off, • Holidays GDEV 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please contact Human Resources at: . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. Equal Opportunity Employer/Veterans/Disabled

Santander Corporate Investment Bank (CIB) is seeking an experienced and driven Vice President to join its Consumer & Retail Investment Banking team in New York. The Vice President will lead transaction execution across M&A, debt, and equity advisory and actively contribute to strategic dialo

Job Description Our client, an elite boutique investment bank, is seeking an Associate 1/2 to join their restructuring advisory team. The Associate will play a pivotal role in providing strategic advisory and financial solutions to clients facing complex restructuring and distressed situations. Your expertise will be essential in guiding clients through distressed debt, bankruptcies, reorganizations, and other restructuring transactions. This is an exciting opportunity to work with a dynamic team and gain exposure to high-profile engagements that have a significant impact on the global financial landscape. Key Responsibilities Strategic Financial Analysis: Conduct comprehensive financial analyses, including financial modeling, valuation, and benchmarking, to assess the financial health and viability of distressed companies. Thorough Due Diligence: Perform extensive due diligence on companies and their operations, identifying potential risks and opportunities. Prepare reports for senior management and clients, outlining findings and recommendations. Innovative Restructuring Strategies: Collaborate with senior team members to develop innovative restructuring strategies tailored to meet clients' specific needs, considering both operational and financial aspects. Transaction Execution: Work with cross-functional teams to execute restructuring transactions, including debt negotiations, refinancing, asset sales, mergers, and acquisitions. Effective Documentation and Presentation: Prepare high-quality pitch books, confidential information memoranda, financial models, and other client-facing materials with accuracy, clarity, and professionalism. Client Relationship Management: Build and maintain strong relationships with clients, providing excellent service and acting as a trusted advisor throughout the restructuring process. Market Research and Insights: Stay informed about market trends, industry developments, and regulatory changes related to restructuring and distressed situations. Share insights with the team and clients to inform decision-making. Team Collaboration: Collaborate closely with senior bankers, analysts, legal advisors, and other professionals to coordinate and execute projects, fostering a collaborative and supportive team environment. Mentorship and Development: Provide guidance and mentorship to junior team members, supporting their professional growth and helping them develop essential skills in restructuring and investment banking. Qualifications Education: Bachelor's degree in Finance, Economics, Business, or a related field. MBA or advanced degree preferred. Experience: 3-5 years of investment banking experience in leveraged finance, M&A, restructuring, or related fields, ideally with exposure to distressed situations. Technical Skills: Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial analysis tools and software is a plus. Solid understanding of accounting principles, financial statements, and valuation methodologies. Analytical Abilities: Excellent analytical and problem-solving abilities, with keen attention to detail. Communication: Exceptional written and verbal communication skills, with the ability to present complex ideas clearly and concisely. Project Management: Strong project management and organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. Team Dynamics: Ability to work effectively both independently and as part of a team, demonstrating a collaborative and proactive mindset. Professional Standards: High ethical standards and a commitment to maintaining confidentiality and client trust. Join our team and make a significant impact by assisting clients in navigating complex restructuring and distressed situations, shaping the global financial landscape through your expertise and strategic guidance.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. 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 We are looking for a candidate to fill an Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes. The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross-functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution. Responsibilities include: • Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group, • Lead pitch drafting as well as transaction marketing documents, • Preparing and reviewing complex financial analyses and models, • Presenting materials internally to senior bankers and externally to clients of the firm, • Expand and develop client relationships with key institutional investors, • Liaise with both internal and external parties to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • 3-6 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles, • Strong Microsoft Office skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Ability to work independently as well as within a team, • Organized and proactive 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 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

Job Description [Position] Analyst/Associate, Investment [About Our Client] Pursue active investments in the fields of battery energy storage systems, LNG infrastructure and other sustainable energy transition fuels as well as clean energy maritime solutions, aerospace. We will leverage these two affiliates’ expertise in renewable energy and relevant technologies for a greater energy transition and sustainability in the United States of America and globally. [Job Summary] Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new investment opportunities, performing corporate valuation using a variety of methodologies, preparing and delivering presentations and reports, conducting research, analyzing business models, and participating in due diligence and deal negotiation. [Job Description] -Conduct quantitative analysis of industrial, energy, and infrastructure projects to support investment decision, and M&A processes in the USA -Develop detailed financial models to evaluate investment opportunities and analyze return on investment -Maintain the deal flow database with information sourced from the firm’s network -Prepare presentations and reports for internal & external meetings/communications -Monitor and research companies and industries, to stay up to date on trends and major transactions -Coordinate third-party due diligence in collaboration with investment team members and external advisors -Provide analytical support and thought partnership to senior team members -Conduct ongoing monitoring of portfolio assets and market changes to support informed decision-making -Collaborate effectively with other affiliated members and management Requirements [Qualifications] -Bachelor’s degree in Engineering, Economics, Business, or a related field from an accredited institution -Bilingual proficiency in English and Korean, both written and verbal, required -2?6 years of relevant experience as an Analyst/Associate in investment banking, private equity, management consulting, or corporate development -Excellent financial modeling skills and strong accounting background -Experience in the energy infrastructure (renewables, NG/LNG) and industrial sectors (aerospace, defense), a plus -Excellent verbal and written communication skills with the ability to present and explain complex information clearly -Ability to interact with staff at all levels in a fast-paced environment -Excellent research skills with experience in market and company analysis -Strong analytical approach; structured thinker -Team player with experience working both in teams and as an individual contributor -Proven ability to work creatively and analytically in a problem-solving environment -Previous experience working in a multinational company preferred Benefits PTO Insurance 401K

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Coordinate and perform business due diligence and execute M&A transactions, • Conducting extensive financial modeling and valuation, • Support new business and marketing initiatives as appropriate, • Assessing industry research and trends, • Experience in M&A investment banking, preferably Healthcare focused, • Strong Microsoft Excel skills essential, • Demonstrated aptitude for quantitative and qualitative analysis, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred 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 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

UBS is committed to hiring and developing high-performing transitioning Service Members and Veterans through our Veterans Associate Program (VAP)-a 20-week, accelerated pathway into Investment Banking, Sales & Trading, Equity Research, Global Wealth Management, or Asset Management.

Work seamlessly with Credit Risk counterparts to coordinate completion of credit assessment, assisting with any required due diligence needed to finalize the credit opinion/approvals. Formalized Credit Training from an accredited financial institution (minimum 3-5 years credit experience) and profic

Job Description Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Our platform offers two core products: Merge Unified, which enables businesses to add hundreds of integrations to their products with a single API, and Merge Agent Handler, which empowers AI agents with secure access to thousands of third-party tools. Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance. Thousands of companies trust Merge to accelerate product development, unblock sales, reduce customer churn, and save engineering resources—allowing them to focus on their core product. Merge is looking for a driven Strategic Finance Senior Associate to grow into a core analytical partner to our business leaders. At Merge, Strategic Finance is a core operational unit: we don't just report on the business; we provide the analytical framework for major decisions. This is an ideal role for someone coming out of investment banking or investing who is ready to apply their technical foundation to real operating problems - and learn what it actually means to run a business. The ideal candidate is technically excellent and intellectually hungry. You've spent time in banking and/or at an investment firm building models, evaluating businesses, and producing high-stakes materials under pressure - and now you want to understand what happens on the other side of the table. You're precise, fast, and analytically rigorous. You know how to build a model and tell a story with numbers. What you'll develop here is the operational context: how a SaaS business actually works, what drives ARR and retention, and how financial analysis shapes day-to-day decisions at a high-growth company. What you will do: • Financial Modeling & Analysis: Own and maintain complex models end-to-end - applying the same rigor you built in banking or investing to live operating decisions, • FP&A Ownership: Manage budgets across multiple departments, drive the rolling forecast, and own the monthly reporting package with clear variance narrative - you'll learn the full operating cadence of a scaling SaaS business, • SaaS Metrics & Performance: Build and maintain reporting across the full KPI stack with coaching on the operational context behind each metric, • Board & Investor Support: Independently produce analyses and financial narratives for board materials and investor updates - familiar territory, but now with a seat at the table when decisions get made, • Cross-Functional Partnership: Partner directly with department leads across the business to drive strategic decision-making, and build the stakeholder and communication skills that distinguish great operators from great analysts The ideal candidate will have: • Professional Tenor: 3–5 years of experience with a foundation in Investment Banking or Investing (PE, Growth Equity, VC, or similar); in-house finance experience is a plus but not required, • Technical & Analytical Rigor: Expert-level Excel and modeling skills with a "right is right" mentality - you produce work that reaches senior stakeholders with minimal revision, • Intellectual Curiosity: Genuine excitement to learn how a SaaS business operates - you ask why, not just what, and you're motivated by understanding the business behind the numbers, • Communication & Drive: Strong written and verbal communication skills and a bias toward action - you follow through, you flag blockers early, and you take ownership of your workCompensation, • The cash compensation range for this role is $140,000 - $160,000, • Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, and certifications. In addition to cash compensation, all full time employees receive an equity compensation packageBenefits, • Unlimited PTO + 10 company holidays, • Pre-Tax commuter benefits, • 100% covered health, vision, and dental insurance, • 401K Plan, • $200 one-time home office stipend

Job Description Are you passionate about turning ideas into reality, embracing ownership, and working at the forefront of connectivity? Join viaPhoton and be part of a culture that thrives on fearless innovation, teamwork, and continuous growth, where learning, unlearning, and relearning are part of the journey. This dynamic role offers significant ownership and responsibility. We’re looking for individuals who excel in environments where their contributions make an impact, are hungry to learn, and are energized by meaningful work that drives company growth while accelerating their career. If this sounds like you, we’d love to hear from you! Who We Are We are changing the norm by being customer focused, technology led. viaPhoton is on an ambitious mission to revolutionize how critical digital infrastructure is manufactured and deployed. Best-in-class data centers and telecom providers need fiber optic solutions delivered in weeks, not months—whether that’s for AI infrastructure, 5G networks, or next-generation broadband. We’re reimagining fiber optic manufacturing for the AI era. Manufacturing is no longer just an operations challenge, but an automation and speed-to-market problem that customers urgently need solved. In less than 5 years, we’ve grown to a team of over 150, and have added top cloud service providers to our growing customer base. We have only just gotten started -- our ambition is to become the market leader of the $40+ BN connectivity industry. We seek candidates who will be culture contributors and who align with our core values: • Fearless Innovation we are pioneers unafraid to change the norm in relentless pursuit of better, • Forward Together we believe that when we work together toward a collective goal, we all succeed, • Integrity Over Everything we believe in long term relationships and doing what is right, always, • Nimble, Always we are solutions obsessed, move fast, and stay nimble, • Be the Bar we set our own standard of excellence and hold ourselves to it Essential Purpose Responsible for driving viaPhoton’s strategic and M&A initiatives, including target evaluation, financial modeling, transaction execution, and support for long-term corporate finance and capital allocation decisions. What You Will Do * Lead financial analysis and support end-to-end execution of M&A transactions, including target identification, valuation, due diligence, and deal structuring. * Build and maintain detailed financial models, including DCF, merger models, LBO frameworks, and return analyses to support investment decisions. * Evaluate strategic initiatives, growth opportunities, and potential investments in alignment with viaPhoton’s long-term corporate strategy. * Prepare high-quality investment committee materials, board presentations, and executive briefings for senior leadership. * Work closely with internal leadership and external advisors (legal, banking, accounting) throughout transaction processes. * Assist with negotiation preparation and support post-acquisition integration planning and performance tracking. * Analyze business performance and support long-term financial planning and capital allocation decisions. * Leverage AI-enabled tools and best-in-class analytical practices to enhance research, financial analysis, and workflow efficiency. * Identify and develop process improvements in financial modeling, reporting, and data-driven decision-making. * Perform additional duties as required. What You Will Bring * 3+ years of experience in Investment Banking (Associate level preferred), Big 4 Deals/Transaction Advisory, Private Equity, or Corporate Development. * Strong M&A execution experience with demonstrated financial modeling skills (DCF, merger models, LBO). * Advanced proficiency in Microsoft Excel and PowerPoint; experience building board-level and executive presentations. * Experience leveraging AI tools to improve research, analysis, or productivity workflows. * Strong written and verbal communication skills with the ability to interface effectively with senior stakeholders. * High attention to detail, ability to manage multiple workstreams simultaneously, and comfort working in a fast-paced environment. * Bachelor’s degree required; MBA or CFA designation is a plus. * Genuine interest in technology-driven businesses, fiber optics, and high-growth industries. What We Offer ???? Cutting-Edge Technology – Opportunities to work on the forefront of fiber optic technology. ???? Professional Development – We’re committed to your growth, offering resources, career development, and a culture where your voice is heard. ???? Fun Team Environment – Monthly team bonding events, free lunches, and activities to keep us connected. ????️ Flexible Paid Time Off – Take time when you need it, with PTO that grows over time plus 10 paid holidays, including two floating holidays to use at your discretion ???? 401(k) Match – We offer company match to help you plan for your future. ???? Benefits Overview-- To view our comprehensive benefits package CLICK HERE