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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

Role Summary We are looking for a driven, entrepreneurial Associate to lead the editorial strategy driving the Investment Banking marketing team, reporting to the head of marketing for Investment Banking. Work closely with head of IB marketing to measure & track marketing impact (i. Work closely wit

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • Three years minimum of professional experience working in investment banking, private equity, corporate development, etc. is required, • Bachelor’s degree, • Highly motivated, confident, professional, and coachable, • Proficiency with Capital IQ and PitchBook is a plus, • Advanced knowledge of business software (especially Word, Excel and PowerPoint), • Strong knowledge of financial modeling, corporate finance and accounting, • Excellent verbal and written communications skills including business writing, • Able to handle multiple projects with competing priorities, • Strong work ethic and team oriented approach, • Good judgment in confidential situations and ability to exercise discretion, • High degree of comfort and confidence interacting with senior executives, • Ability to train and provide mentorship to analysts and interns, • Flexibility to work long hours, nights, and weekends, as needed, • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will:, • Work closely with senior bankers to support business development, sourcing and execution of transactions, • Actively participate in live deals, such as M&A, capital offerings and strategic advisory, • Supervise investment banking analysts, including mentoring and oversight of the work product, • Take the lead for developing important technical analysis and presentations, • Create marketing materials, • Communicate and interact with clients in executing transactions, • Travel is required (i.e. client meetings, conferences, etc.)

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 DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . What You'll Do: The Corporate Development Associate will support our Equity Capital Markets (ECM) and Investor Relations (IR) efforts as we continue to scale as a public company. This role will be instrumental in executing equity-related capital markets activity, supporting investor engagement, and partnering closely with Finance, Legal, and executive leadership. The ideal candidate brings strong experience from an investment banking background, thrives in a fast-paced environment, and is excited to help build and scale best-in-class capital markets and investor relations processes. In this role you will: • Support CoreWeave's equity capital markets activities, including public equity offerings, convertibles, and PIPE transactions, • Partner closely with internal stakeholders and external advisors (banks, legal counsel, auditors) throughout equity capital raises, • Support ongoing engagement with sell-side and buy-side analysts, including preparation of key messaging, materials, coordination of meetings, regular direct dialogue, and follow-ups, • Own and manage the corporate access calendar, including investor meetings, conferences, roadshows, and non-deal roadshows, • Play a key role in the quarterly earnings process, including preparation of earnings materials, scripts, Q&A, and coordination across teams, • Assist in the development and refinement of investor-facing materials, including earnings decks, investor presentations, and disclosures, • Help ensure consistency and accuracy of external financial messaging in partnership with Finance, Legal, and Communications, • Track market activity, peer performance, and investor sentiment to help inform leadership and strategy Who You Are: • 2+ years of experience in Capital Markets at an investment bank (ECM, leveraged finance, or closely related role), • Strong understanding of equity markets, public company processes, and investor dynamics, • Exceptional analytical, organizational, and project management skills, • Ability to manage multiple workstreams simultaneously in a fast-moving environment, • Strong written and verbal communication skills with comfort interfacing with senior leaders and external stakeholders, • High degree of ownership, attention to detail, and sound judgment At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $99,000 to $145,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job 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 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.

Wells Fargo is seeking an Equity Research Associate for the Software sector in Corporate & Investment Banking as part of Markets. Demonstrate strong subject matter expertise within the Software sector, with a solid understanding of key companies and industry dynamics. Direct experience in the Softwa

POSITION: Corporate and Investment Banking Associate - Credit Non-Bank Financial Institutions. Associate will cover non-bank financial institutions and have the opportunity to gain exposure to various sub-sectors (including but not limited to insurance brokers, wealth managers, and alternative asset

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing. Responsibilities: • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis., • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies., • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses., • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines., • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation., • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints., • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts., • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities., • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred., • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns. 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 Looking for an Associate 1, Associate 2 or Associate 3 with 3–5 years of experience in Leveraged Finance with an Investment Bank, Commercial Bank, or a Private Credit Firm. The Leveraged Finance team at a Major Investment Bank in New York City focuses on delivering a full range of financing solutions to financial sponsors and corporate clients, including leveraged loans, high yield bonds, bridge financings, and private debt transactions. The Associate will support deal execution across a wide range of industries, working closely with senior bankers and clients on complex financing transactions. The team operates within a broader integrated investment banking platform, collaborating across Capital Markets, M&A, and industry coverage teams to provide comprehensive financial solutions. Key Responsibilities Transaction Execution & Analysis • Conduct industry and company research across various sectors, • Build detailed financial models to analyze company performance and transaction scenarios, • Prepare pitchbooks, presentations, and marketing materials, • Draft offering memorandums for public and private financings, • Work closely with internal teams to execute financing transactions, • Participate in client meetings and internal discussions, • Strong financial modeling and analytical capabilities If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist. LinkedIn Job Post: Here is a list of All The Jobs we are working on at Libertas Recruiting:

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. BUSINESS UNIT Ziegler's Healthcare M&A Investment Banking team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals and senior living, Ziegler is one of the most active M&A firms offering innovative sell-side, buy-side, recapitalization/restructuring, equity private placement and strategic partnering services. POSITION OVERVIEW The Associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the New York market. The Associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions., • Assist in the development and production of proposals and presentations to clients and prospects., • Interact with members of corporate management teams and financial sponsors., • Execute detailed tasks involved in all phases of M&A and private placement engagements., • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics., • Manage the workflow and provide coaching to junior team members., • Provide industry and business research., • Other responsibilities and projects as assigned., • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition., • Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm., • Building a personal brand on Ziegler’s healthcare corporate finance team, a person who will intuitively serve clients in an extraordinary way. PROFESSIONAL QUALIFICATIONS The successful candidate possesses the following qualities: • Minimum of three years of investment banking experience (ideally in a M&A role)., • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must., • High level of accounting knowledge and proficiency around 3-statement financial analysis., • Significant transaction experience., • Strong confidence in Microsoft Excel and PowerPoint capabilities., • Outstanding interpersonal, verbal and written communication skills., • Strong project management skills and attention to detail., • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred., • Flexibility in working extended hours and high travel demands. PERSONAL QUALIFICATIONS • Strong interpersonal, verbal, and written communication skills., • Solid organizational and time management skills., • Demonstrable self-starter and ability to complete and start new tasks without daily supervision., • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic, • Ability to thrive in a fast-paced environment., • Ability to learn quickly new concepts and activities., • Work independently as well as within a team., • Flexibility to travel, sometimes with little advance notice. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Treasury Analyst/Associate for our New York City office. The primary responsibilities and qualifications include: New Account Management • Establish and maintain new bank accounts across corporate, borrower, investor, reserve, and working capital entities., • Coordinate with internal stakeholders and banking partners to complete KYC and onboarding documentation including any account control agreements such as DACAs, DAISAs, or cash management accounts. Ensure control agreements have been adequately implemented by the bank post agreement execution., • Ensure accounts have been added to Monticello's treasury management platform, Kyriba ensuring reporting and payments processing are available., • Ensure the account is setup to earn the agreed upon rate of interest and any bank fees are determined and approved by Monticello leadership, • Support the treasury component of loan closings, including account setup, wiring instructions, settlement statement review, and funding coordination., • Partner with asset management, loan operations, and legal to ensure proper documentation for controlled accounts and funding flows., • Oversee execution of post-closing cash movements related to borrower, investor, and reserve accounts., • Work with internal stakeholders and Monticello's Fund Administrators to coordinate payment setup, approval, and release across recurring and ad hoc corporate, investor, borrower and reserve entity accounts, including remittance to external stakeholders such as participants, warehouse lenders, and investors., • Ensure all accounts payable submissions are approved and remitted for payment timely, confirming vendors have been approved by firm management with any payables detailed fully completed., • Execute recommended daily sweeps, adhering to strict cut-off times for corporate and fund level activities, • Manage and maintain banking relationships with multiple financial institutions through the use and ownership of the Kyriba., • Ensure the complete and accurate population of accounts are reporting effectively and any payments challenges are quickly assessed and resolved to completion., • Assist with user administration and payment workflows., • Manage bank portal access where required, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 1–5 years of experience in treasury, corporate finance, banking, or cash management., • Familiarity with Kyriba or similar treasury workstations/ERP systems required., • Strong understanding of banking operations, KYC processes, and control agreements., • Excellent analytical, organizational, and problem-solving skills., • Proficiency in Excel, PowerPoint, and financial data tools., • Strong oral and written communication skills with the ability to collaborate across multiple internal and external stakeholders. Monticello offers a competitive base salary and bonus. The base salary range for this position is $85,000-$120,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description We are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions. Responsibilities: • Leading day-to-day fundraising mandate execution involving direct client interaction, • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as required, • Overseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRM, • Distribution coverage of a number of qualified US institutional investors, • Supporting the management and execution of investor due diligence processes (RFIs), • Supporting the management and coordination of client roadshows, • Supporting prospective client searches and due diligence for mandate origination, • At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategies, • Strong verbal and written communication skills, • Strong Microsoft PowerPoint, Word and Excel skills, • Excellent attention to detail and consistency in work product, • Strong work ethic and team player, • 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 DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

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

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$200,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job DescriptionBusiness Operations Lead Onsite | New York City, NY Direct Hire / Permanent PlacementHireNow Staffing is actively recruiting a seasoned, highly skilled Business Operations Lead on behalf of a valued client partner in the AI-driven enterprise healthcare startup sector. HireNow Staffing is acting as a direct placement partner for this Business Operations Lead opportunity.We are seeking a high-agency operator who has been trained in a rigorous performance environment and is ready to apply those skills inside an early-stage growth company. This individual will work closely with Finance & Operations leadership on strategic initiatives spanning finance, operations, pricing, enterprise deals, and cross-functional execution.HireNow Disqualifier: Candidates with jumpy or unstable resumes will not be accepted or interviewed. We are prioritizing professionals with consistent tenure, strong progression, and measurable ownership outcomes.Key Responsibilities • Own and execute high-impact projects across Finance, Operations, and Go-To-Market functions, • Support enterprise sales opportunities through pricing models, proposals, commercial analysis, and contract coordination, • Build and improve internal business systems including procurement, people operations, and operating workflows, • Develop financial models, forecasts, dashboards, and cohort analyses to guide strategic decisions, • Partner daily with Sales, Product, Engineering, and executive leadership on priority initiatives, • Identify inefficiencies and implement scalable processes from zero-to-one, • Prepare executive-ready analyses, recommendations, and reporting materials, • Use modern AI tools and workflow automation to improve speed, accuracy, and execution quality, • Drive accountability across cross-functional stakeholders to ensure project completion Required Qualifications (Highly Important), • 1–3 years of experience in one of the following environments:, • Bulge bracket or elite boutique investment banking, • MBB consulting or equivalent top-tier strategy consulting, • Private equity analyst / associate roles, • Strategy / Operations roles at a Series B+ high-growth startup with $100M+ funding, • Advanced financial modeling and Excel skills required, • Strong analytical thinking with ability to solve business problems from first principles, • Proven track record of owning projects end-to-end with minimal oversight, • Comfortable operating in fast-paced, ambiguous, high-pressure environments, • Strong judgment, communication skills, and confidence to challenge ideas constructively, • Eagerness to use AI tools such as Claude, ChatGPT, n8n, Hex, or similar workflow tools, • Genuine interest in healthcare, home care, eldercare, or healthcare operations, • Stable employment history with clear progression; candidates with jumpy resumes will not be considered Preferred Qualifications (Strongly Valued), • M&A transaction experience for former investment banking candidates, • Experience from top-tier firms breaking in from non-traditional academic backgrounds with strong outcomes, • Prior zero-to-one ownership building systems or operational workflows, • Experience supporting enterprise commercial deals or strategic partnerships, • Exposure to cohort analysis, pricing strategy, or GTM analytics, • Startup operator experience in scaled growth companies rather than very early Series A environments, • Strong communication presence with founders and senior executives HireNow Disqualifiers, • Experience only from Series A startups without scaled growth exposure, • Weak Excel / financial modeling capabilities, • Pure technical backgrounds lacking business operations or analytical ownership, • Need for visa sponsorship / OPT (not available), • Base Salary: $120,000 – $160,000, • Bonus Potential: Up to $50,000, • On-Target Earnings: Up to $210,000, • Additional Compensation: Equity + benefits package, • Special Consideration: Will match IB bonus for analysts leaving early, • Work Location: Onsite – New York City, NY, • Employment Type: Full-Time / Direct Hire

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the role Charlie Health is looking for a Strategy & Operations Sr Analyst / Associate to join our People team. This is not a traditional HR role — it's a strategy and operations job that happens to sit in People. You'll bring the analytical rigor and structured thinking of a finance or consulting background and apply it to one of the highest-leverage functions in the company: how we hire, develop, and retain the people who deliver care. You'll report directly to the Head of People Operations and work at the intersection of workforce planning, data infrastructure, and operational execution. What you'll own Workforce analytics & reporting Build and maintain the dashboards, models, and reporting infrastructure that give leadership a clear picture of headcount, attrition, hiring velocity, and workforce health. Turn raw HR data into insights that drive decisions. People program operations & retention Drive execution of key People team programs — from performance cycles and onboarding to engagement surveys and manager effectiveness initiatives. Take direct ownership of company retention programs (e.g., HiPo program, Analyst/Associate Council), including program design, operational infrastructure, and tracking and reporting on program effectiveness. Build the systems that make these programs run at scale. Cross-functional project management Lead and coordinate cross-functional projects across People, Finance, and Operations. Build project plans, track milestones, align stakeholders, and surface blockers before they become problems. AI, automation & People team modernization Help bring the People team into the next era. Identify manual workflows ripe for automation, evaluate AI-powered HR tools, and build the analytics and data infrastructure to support a modern, insight-driven People function. This is a key part of the role — we want someone who sees technology as a force multiplier and proactively brings ideas to the table. Headcount & compensation planning Partner with Finance and department heads on headcount tracking, headcount request intake, and compensation benchmarking. Own the models that keep our people budget accurate and our offers competitive. What we're looking for • 1–3 years of experience in investment banking, management consulting, private equity, or a strategy & operations role at a high-growth company, • Exceptional analytical skills — you're fluent in Excel/Google Sheets and comfortable building models from scratch; SQL or BI tool experience (Tableau, Looker, Power BI) is a strong plus, • Strong project management instincts — you can run multiple workstreams simultaneously, hold stakeholders accountable, and deliver on time without being chased, • Clear, concise communicator — able to package complex analysis into crisp slides and memos for senior audiences, • Genuine curiosity about how AI and automation can improve the way teams operate — prior experience applying these tools in a work context is a plus, not a requirement, • No prior HR experience required — but an interest in people strategy and the belief that a great workforce is a competitive advantage, • Deep alignment with Charlie Health's mission and a desire to contribute to meaningful work Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $91,000 and $115,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $127,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. 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 Building a Brand starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have utilized three flexible delivery models: Embedded teams, Corporate Campus operations, and a Full-Service Agency. Managing over 37,000 events & projects annually across 110 countries, FIRST serves 130+ brands, specializing in Fortune 500 companies within the Financial Services, Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the broader Encore family of companies. Encore is a global leader in event production and technology. Consistently recognized for excellence, recent honors include 2026 Chief Marketer Agency of the Year, the Ad Net Zero Award for sustainability, and more. Learn more at Location: NYC - hybrid 3 days a week, subject to change to 5 at anytime. What You Would Get To Do The Associate Project Manager, Portfolio Specialist provides essential support in delivering high-touch hospitality experiences for the Investment Banking Division of a major financial institution. This role assists with executive-level dining and event arrangements, helping to coordinate high-end dining experiences, manage reservations, and liaise with top-tier restaurants to ensure seamless execution for senior banking executives and VIP clients. Working closely with the broader events team, this position requires strong attention to detail, organizational skills, and a commitment to delivering exceptional service. The ideal candidate has a passion for luxury hospitality, thrives in a fast-paced environment, and is eager to contribute to a world-class client experience. Your Contributions Concierge & Event Support • Assist in tracking event attendees, budgets, and venue data within event management platforms (e.g., Cvent) to support strategic planning and reporting., • Manage documentation, compile guest lists, coordinate approvals, and maintain organized records for concierge-related events and experiences., • Support the booking process for executive dining experiences and entertainment requests, liaising with vendors and ensuring accurate scheduling and confirmations., • Help with venue research, contract tracking, and invoice processing to ensure seamless event execution., • Responsible for accurate and timely budgeting, invoicing, and reconciliation of events, ensuring all financial aspects are properly documented and processed., • Assist in compiling client briefings for executive-level dinners and events, ensuring all relevant attendee details are documented., • Stay informed on new restaurant openings, hospitality trends, and VIP entertainment options to support event planning efforts., • Work closely with internal banking teams to collect invitee lists, manage RSVP tracking, and ensure alignment on event objectives., • Keep team members and internal stakeholders well informed of all relevant logistical information, ensuring timely and effective updates as needed., • Work with the team to ensure adherence to client standards of operations and best practices., • Share knowledge of best practices regarding new suppliers, services, and venues while proactively integrating improvements and creative solutions into future events. Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at FIRST. Please contact if you need accommodation at any stage of the recruitment process. • 2-4+ years of experience in event coordination, hospitality, corporate services, or administrative support., • Proficient with Microsoft Office applications such as PowerPoint and Excel, • Strong attention to detail and ability to manage multiple tasks simultaneously in a fast-paced environment., • Experience with data entry, reporting tools, and event management platforms (e.g., Cvent, Excel, CRM systems) is a plus., • Good written and verbal communication skills, with the ability to interact professionally with executives, vendors, and stakeholders., • Proactive approach to handling logistics, troubleshooting challenges, and ensuring seamless execution of hospitality services., • Medical, Dental & Vision which includes the option of a high deductible health plan (HDHP) with a health savings account (HSA), • 401 (k), • Five Flexible Spending Accounts Options, • Generous Paid Time Off Allowance, • Employee Assistance Program (EAP), • Life, Disability & Pet Coverages, • Wellness Stipend, • Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more, • Aura Identity Theft Protection, • Discretionary Bonus Structure #LI-KM1 #LI-Hybrid FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST 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. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics. If any candidate feels that they are unable to meet the requirements of the role, please get in touch to discuss adjustments or other suitable roles.

Investment Banking Senior Analyst / Associate - Equity-Linked Capital Markets (ECM). Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate. The Investment Banking Associate works clo

Sector experience in real estate, gaming, or lodging is a plus. Associate, Real Estate, Gaming, Lodging & Leisure. Moelis & Company is seeking an experienced associate to join its real estate, gaming, lodging & leisure (REGLL) group in New York.

Led by the firm's first Chief Marketing Officer, the marketing function at Goldman Sachs comprises a global team of growth marketers, delivering value for the brand and the business. At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we se

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+ 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 [What's On Offer] Comprehensive health insurance, 401K, PTO, sick days, bonus

This Associate will join a dedicated team within Ares Secondaries focused on minority equity investments in alternative asset managers (GP Stakes), a strategy that aligns long-term capital with high-performing sponsors. GP Stakes, investment banking, private equity, or secondaries investing.

Mizuho Americas is seeking a highly motivated Equity Research Associate to join our well-established Industrials team. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, deri

Job Description 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. Position Overview GDEV seeks to hire a Pre-MBA 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. In addition to supporting new investments, the individual will work closely with portfolio companies to shape strategy and drive value creation throughout the investment period. The candidate will have the opportunity to join the group at an early stage and will be expected to grow quickly into a senior member of the team capable of leading and managing complex transactions. What You Will Do At GDEV • Screen new investment opportunities across multiple geographies and technologies within the sustainable infrastructure industry, • Build and evaluate complex financial models, • Conduct corporate and asset-level due diligence for new investment opportunities, • Prepare investment memoranda and other documents for GDEV's senior management team and investment committees, • Monitor portfolio investments, including frequent communication with management teams and review of periodic reporting materials, • Support and execute asset and corporate-level M&A and exit processes, • Raise third-party capital for portfolio companies at the project or corporate level, • Maintain and update valuation models for GDEV's quarterly valuation process and other internal analysis and administrative tasks, • Interact with third parties such as external counsel, lenders, the fund administrator, fund/transaction counsel, and other service providers 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 equity, investment banking, infrastructure investing, renewable energy development, and/or project finance, • 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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Healthcare Life Sciences team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Healthcare Group to prepare valuations, prepare analyses and participate in due diligence and drafting sessions for public offerings. Additionally, the candidate will also be responsible for structuring and executing transactions, and often function as a backup for relationships with important clients as well as be the key contact for some clients. Responsibilities: • Conduct scientific and clinical analysis of therapeutic areas, drug mechanisms, development pipelines, and competitive landscapes to inform strategic positioning and transaction narratives, • Support new business (for both public and private clients) and marketing initiatives as appropriate, • Lead day-to-day transaction execution under direction of Managing Directors, • Lead pitch drafting as well as transaction marketing documents, • Originate and execute transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, Private Placements, Convertible Note Offerings, and Mergers and Acquisitions, • Manage and execute on buyer interaction, transaction due diligence, etc., • Review and oversee development of financial models, valuation analyses, research, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Bachelor’s Degree required, • 3-6 years of investment banking, equity research or healthcare industry experience required, • Science background with an MD, PhD or PharmD strongly preferred, • Sales driven mentality with confident interpersonal skills to interact with clients and manage team members, • Demonstrated aptitude for quantitative and qualitative analysis, • Exceptional communication skills and executive presence, both verbal and written, • Elevated attention to detail and consistency in work product, • High degree of maturity, integrity, demonstrated leadership skills and work ethic, • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies. Job Description Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution. Responsibilities: • Researching industry sector, • Assessing comparable companies, precedent transactions and potential investors/buyers, • Preparing and reviewing complex financial analyses and models, • Crafting detailed memos, presentations and pitches, • Conducting due diligence, • Coordinating group efforts for pitch and transaction related activity, • Presenting materials internally to senior bankers and externally to clients of the firm, • Experience in investment banking and M&A processes more specifically, • Experience with Consumer & Retail sector strongly preferred, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • CapIQ, Factset, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Need the consultant to evaluate the effort required and roadmap for onboarding employees who are expected to use the Oracle Learning module into the HCM Fusion cloud who are expected to use the Oracle Learning module. Global Banking & Markets (Investment Banking)-New York-Associate, Banker–Financi

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

Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations, the Associate Director of Investor Relations will play a key execution role across the firm's capital formation and LP engagement activities. This is a high-impact position with meaningful LP exposure, ownership of core IR workstreams and the opportunity to work directly with firm leadership on strategic initiatives. The role is ideal for a strong performer ready to step up into broader responsibility and deepen their LP coverage footprint. FUNDRAISING EXECUTION Work alongside the Head of Investor Relations and senior IR team to execute fundraising campaigns across flagship funds, co-investment vehicles and GP-led secondaries, contributing to market analysis, investor targeting and campaign planning. Lead the production of institutional-quality fundraising materials including PPM, DDQ, pitch decks, VDR content and track record analytics. Coordinate with Finance, Legal, Investment and Impact teams to ensure accuracy, consistency and timeliness. Support legal and structural workstreams alongside external counsel and service providers through the fund formation and launch process. Represent ARCHIMED at investor conferences, industry events and LP meetings alongside senior team members, and develop into an articulate external voice for the firm's strategy, performance and impact story. Manage a growing book of LP relationships across geographies and channels (sovereigns, pensions, insurers, endowments, foundations, fund of funds, family offices, consultants). Identify and help cultivate new prospects to expand the firm's investor base. Support roadshow execution including scheduling, materials, meeting preparation, follow-ups and pipeline tracking in the CRM. IR OPERATIONS Run core IR operational workstreams including quarterly and annual fund and co-investment reporting, working closely with Finance, Impact and Investment Teams. Own day-to-day LP servicing including information requests, DDQ updates, capital call and distribution communications, secondary transfers and bespoke LP requests, escalating to senior IR team members as appropriate. Help plan and execute the Investor AGM and other LP events alongside the Communications team, taking ownership of defined workstreams end to end. Contribute to the continuous improvement of IR systems, processes and reporting standards as the platform scales. CO-INVESTMENTS, GP-LED SECONDARIES & STRATEGIC VEHICLES Support the co-investment program with existing LPs and new institutional investors, partnering with deal teams to package and syndicate opportunities. Contribute to the execution of GP-led secondaries, continuation vehicles and other bespoke capital solutions, taking ownership of defined workstreams alongside senior IR and deal team members. Requirements • 6 to 9 years of relevant experience in investor relations, fundraising, LP coverage, placement or related roles within private equity, investment banking or alternative asset management., • Developing network of institutional LP relationships with demonstrated ability to manage LP interactions with increasing autonomy., • Strong financial acumen. Working fluency with fund structuring, LPA terms, performance metrics (gross and net IRR, TVPI, DPI, PME) and portfolio analytics., • Solid understanding of market practice, fund terms and the competitive landscape in private equity. Healthcare sector knowledge a plus., • Excellent written and verbal communication. Able to translate complex investment theses, industry dynamics and deal structures into clear, factual narratives for sophisticated LP audiences., • Highly organized with the ability to manage multiple workstreams in parallel, drive projects to completion and deliver under pressure without sacrificing quality., • Advanced Excel and PowerPoint skills. Familiarity with IR CRM systems (Dynamo, Backstop, Altvia or similar) preferred., • Higher education degree in finance, economics or business administration. CFA or MBA a plus., • Entrepreneurial mindset and genuine interest in helping build the IR function as the firm grows., • Embodies ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust.

Investment Banking Associate The associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the New York market. The associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions., • Assist in the development and production of proposals and presentations to clients and prospects., • Interact with members of corporate management teams and financial sponsors., • Execute detailed tasks involved in all phases of M&A and private placement engagements., • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics., • Manage the workflow and provide coaching to junior team members., • Provide industry and business research., • Other responsibilities and projects as assigned., • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition., • Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm., • Minimum of three years of investment banking experience (ideally in a M&A role)., • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must., • High level of accounting knowledge and proficiency around 3-statement financial analysis., • Significant transaction experience., • Strong confidence in Microsoft Excel and PowerPoint capabilities., • Outstanding interpersonal, verbal and written communication skills., • Strong project management skills and attention to detail., • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred., • Strong interpersonal, verbal, and written communication skills., • Solid organizational and time management skills., • Demonstrable self-starter and ability to complete and start new tasks without daily supervision., • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic, • Ability to thrive in a fast-paced environment., • Ability to learn quickly new concepts and activities., • Work independently as well as within a team.

Associate, Platforms - EquityZen Wealth Management Platforms New York Plaza, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a detail-oriented and analytical Associate, Platforms to join our growing team. What you'll do in the role: • Support complex and time-sensitive initiatives that help push the EquityZen platform forward., • Work closely with senior product leadership to aid in the execution of the company roadmap., • Collaborate with design and engineering teams to build accessible, user-centric products with a strong focus on user experience., • Draft detailed specs and business-facing documentation, create wireframes, conduct User Acceptance Testing (UAT), and assist in A/B testing and product roll-outs., • Provide support for platform incidents and training for impending releases., • Develop meticulous technical and external-facing documentation, including API specifications and integration guides, to support seamless internal development., • Analyze qualitative and quantitative data on customer usage patterns to uncover product insights and support data-driven decision making., • Participate in agile ceremonies and partner with Engineering to ensure the timely delivery of product releases., • Gather and organize feedback from Sales, Operations, Compliance, and other internal teams to help inform current and future product stories and enhancements. Skills Required: • 1-3 years of experience in product management, or a related role (e.g., business analyst, operations, engineering) at a technology startup., • Undergraduate degree, preferably with a concentration in Technology, Finance, or Economics., • An interest in Fintech, Wealthtech, private markets, or highly regulated industries (previous industry experience is a plus)., • Experience assisting with the product lifecycle-from ideation and drafting specs to supporting project execution and product launches., • Familiarity with user-centered design principles, basic wireframing skills, and an eagerness to partner effectively with UI/UX designers and engineers., • Strong analytical and problem-solving skills, with the ability to use quantitative data and qualitative insights to iterate on ideas., • Familiarity with data analytics platforms (e.g., Mixpanel, Google Analytics) and a willingness to learn A/B testing methodologies; basic SQL is a plus., • Strong oral and written communication skills to effectively share updates, draft documentation, and gather feedback across the organization., • Entrepreneurial drive and a bias for action; eager to navigate the uncertainty of new products and learn how to prioritize initiatives effectively., • A demonstrated passion to learn, grow your product skillset, and contribute to a collaborative team environment. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: .

Analyst / Associate, Coverage, Institutional Client Group Brand: HSBC Area of Interest: Investment Banking, Markets, and Research New York, NY, US, 10001 Work style: Hybrid Worker Date: 8 May 2026 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Our Analyst or Associate, Institutional Client Group, Coverage will be a key member of the team that manages our relationships with a group of North American Institutional Investors and Financial Institutions. (Insurance, Banks, Financial Sponsors, Hedge Funds, FinTech). You will be responsible for supporting business origination and retention, and for helping manage all credit and financial crime risk for those clients. You will also work in close partnership with regional and product partners, and colleagues in other divisions (Commercial Banking, Wealth and Personal Banking, Asset Management) to ensure delivery of HSBC's product and services. As our Analyst/Associate, Coverage, Institutional Client Group you will: * Develop an understanding of the clients' business needs and identify solutions that HSBC can deliver to help meet their challenges and objectives * Work closely with internal stakeholders to ensure that transactions are balancing risk, return and profitability, and in compliance with, both internal and external requirements * Develop and institutionalise effective and beneficial relationships, including at the C-suite level, with key buying windows at our clients and internally within HSBC * Support the broader CIB coverage team in their objectives, help drive revenue generation against targets, product alignment, client planning, client briefings, customer satisfaction, cost containment and supporting development and training of more junior staff You´ll likely have the following qualifications to succeed in this role: * Extensive experience in capital markets, securities services, structured finance, transaction banking and asset management * Ability to identify and execute successful opportunities * Strong understanding of risk management and risk mitigation * Strong verbal and written communication, presentation skills * Ability to form effective relationships, exercising influence at the most senior level of the organization, both internally and externally * FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager's discretion As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. Nearest Major Market: Manhattan Nearest Secondary Market: New York City

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