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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 DescriptionDescription: ACES Quality Management is the leading provider of enterprise quality management and control software for the financial services industry. The nation’s most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control® Software to improve audit throughput and quality while controlling costs, including: • 60% of the top 50 independent mortgage lenders;, • 8 of the top 10 loan servicers;, • 11 of the top 30 banks; and We are seeking a high energy self-starter with a passion for sales to support our mission of bringing our products to the mortgage/banking industry. You will be part of a dynamic and collaborative ACES sales team and will be supported by our corporate experts, marketing team, industry veterans and experienced senior management team. Visit for more information. This sales role will be based out of your U.S. home office. What We Offer: · Base salary + generous commission plan with high earning potential · Medical plan, annual vacation time, paid holidays, 401K (beginning the 1st of the month after 30 days of employment) What You’ll Be Doing: · Bring your passion each day to helping acquire new clients to our growing community of lenders and servicers that rely on ACES technology for Quality Control, Audit, and Risk Management. · Develop and execute a sales plan that leads to new revenue and clients in the financial services industry. · Preferably calling on a base of your already established contacts · New business development through cold calling, canvassing mortgage lending HMDA lists, credit union databases, and prospecting through our Salesforce database of industry prospects · Support marketing campaign efforts by working alongside the marketing team to follow up on campaigns, webinars, tradeshows, etc. · Create conversations and complete needs analysis calls with prospects. · Consult and demonstrate solutions with new prospects in your territory via web or face to face when appropriate. · Qualify leads, work with sales engineering to demonstrate the product, discuss pricing, provide appropriate follow-up, move prospects through the sales cycle, and close deals in a timely manner. · Meet or exceed annual sales quotas. · Work in a fast-paced and exciting environment where your hard work will be rewarded. Requirements: · Bachelor’s degree or equivalent education preferred. · 3 to 7 years’ mortgage industry or FinTech sales experience · Previous sales experience selling FinTech solutions to the financial services industry. · Should have in-depth mortgage quality control and or mortgage operations knowledge. · Proven sales ability and fluency with sales strategies · Outstanding verbal and written skills · Superior organizational skills required. · Passion for learning · Strict attention to detail and concern for accuracy · Must be self-motivated and able to perform detail-oriented job functions with minimal supervision as well as participate in team efforts. · Demonstrated fluency with software packages such as Microsoft Office Suite, Pardot, ZoomInfo. Salesforce experience preferred. · Strong sense of urgency and winning attitude.

Job Description About the company Asseti is the category-defining platform for asset intelligence and operations, used by some of the world’s largest real estate owners to understand their assets, optimize portfolio performance, and make smarter operational, maintenance, and capital decisions. We turn complex, fragmented asset information into a single source of truth - combining real-time condition insights with the operational context needed to prioritize work, manage risk, and drive efficient action across large property networks. Asseti automates condition detection, triage, repair prioritization, and cost forecasting at scale. We streamline asset operations by enabling teams to identify issues, understand impact, coordinate responses, and measure improvement - all within one unified platform. We’re building the intelligence and operational backbone that helps leading organizations run their assets with clarity, consistency, and confidence. The opportunity We're looking for a BizOps Engineer to join our Denver team and build the internal operating system that powers Asseti's growth. This role has a singular focus: build the automated workflows, dashboards, and internal tools that give every team across the business real-time visibility and the leverage to operate at scale. This is a cross-functional building role. You'll own the internal platform that connects orders, delivery, finance, GTM, and customer success into one cohesive operating picture. You won't just analyze data or maintain dashboards. You'll architect and ship the automations, integrations, and tools that eliminate manual work, surface bottlenecks, and let a lean team operate like one ten times its size, using Claude Code, Open AI Codex, AI development tools, and a modern data stack. If you think in systems, build with AI, and want to own the internal infrastructure that makes an enterprise SaaS company run, this is the role. The role You will own the technical backbone of Asseti's internal operations, end to end and across every function. That means building and maintaining the dashboards, automations, integrations, and data pipelines that connect product, engineering, delivery, finance, GTM, CS, and people ops into one reliable system. Everything you build is in service of one outcome: a team that operates with full visibility, zero guesswork, and maximum speed. You'll use AI development tools as core parts of your workflow to move fast, ship production-grade internal tools, and create compounding leverage across the business. You'll work directly with the CEO and functional leads to identify gaps, design solutions, build them, and continuously improve how the company operates. What you will do • Build and own the internal operating platform that gives every team real-time visibility, • Design and ship automated workflows that eliminate manual processes across all aspects of the business, • Build and maintain integrations across the core business stack, underpinning the entire workflows that support our growth, • Use AI coding tools daily to build, iterate, and ship internal tools and automations at speed, • Create dashboards, alerts, and reports that surface actionable insights for leadership, not vanity metrics, • Build data pipelines and maintain the data layer connecting CRM, analytics, finance, HR, and operational systems into a single source of truth (Fivetran, BigQuery, dbt, Supabase, etc), • Instrument and monitor key operational metrics, • Partner with Delivery, GTM, Platform and BizOps to identify friction, automate repetitive work, and increase operational throughput, • Maintain data hygiene, deduplication logic, and system reliability so the internal platform runs clean What you will bring • 1-3 years of experience in BizOps, RevOps, solutions engineering, consulting (MBB preferred), or a similar analytical/technical operator role, • Strong working proficiency in data modelling, and preferably SQL, • Hands-on experience building dashboards, reports, or internal tools that drive decisions (Metabase, Looker, PowerBI, or custom-built), • Proficiency using Claude Code, Cursor, Copilot, or similar AI-assisted development tools as a core part of how you build and ship, • Familiarity with integration and automation tools: APIs, webhooks, and orchestration platforms, • A systems thinker with a bias to action, someone who decomposes messy operational problems into instrumented, automated solutions, • Relentlessly curious, fast to learn, and motivated by shipping tangible impact rather than writing perfect code Bonus points for: • Background at tier-1/2 consulting firm, a top law firm or a background in investment banking/finance. This is the role that builds how Asseti runs. You'll have full ownership of the internal systems, automations, and tools that power every function across the business. High autonomy, direct access to leadership, and the chance to define a function from the ground up using a modern, AI-native toolkit. Competitive compensation, equity participation, and a path to grow into Head of Data or Head of Operations as the team scales.

Job Description Job Summary: This position plays a key role in financial modeling, valuation analysis, and strategic decision-making to support M&A activity, pricing strategies, and operational improvements. This role also supports Investor Relations through the quarterly earnings processes, investor communications, and strategic initiatives – including collaborating with executive leadership. Key Responsibilities: Financial Analysis & Strategic Initiatives • Assist and maintain in the development of complex financial models and scenario analysis related to potential real estate brokerage conversions, mergers, and acquisitions (CM&A)., • Perform valuation and lookback analyses to assess business opportunities, leveraging discounted cash flow (DCF), internal rate of return (IRR) and net present value (NPV) methodologies., • Provide financial modeling and analytical support for corporate initiatives., • Develop strong relationships with business partners at all levels, ensuring the timely and accurate delivery of financial data to inform key business decisions., • Support in the preparation of earnings calls, management and Board of Director presentations., • Prepare key materials such as earnings releases, call scripts, presentations, and internal communications., • Aggregate and summarize key feedback from investors, including questions, themes, and changes in estimates., • Proactively coordinate workflows, deliverables and communicate appropriately to manage tasks., • Implement quality check procedures to ensure accuracy of project data, results, written reports and presentation materials., • Assist with the management of external vendors supporting IR platforms, stock surveillance, CRM systems, and financial modeling tools., • Required: Bachelor’s degree in Finance, Accounting, Economics, or related field., • 2+ years of experience in a Financial Analyst role within a corporate function preferred., • Proven experience in forecasting, financial modeling, strategic planning and performance analysis., • Strong business acumen and ability to influence stakeholders through data-driven insights., • Advanced proficiency in Microsoft Excel and PowerPoint., • M&A or junior investment banking experience is a plus., • Solid understanding of financial statements and GAAP accounting principles., • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences., • Highly organized, detail-oriented, and capable of managing multiple priorities independently., • A passion for contributing to the success of agents and broker/owners., • Confidentiality & Integrity: Ability to handle sensitive information with discretion and professionalism and demonstrates strong ethical behavior and integrity. Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the total compensation package. Additional compensation for this position may include annual bonus eligibility or other incentives based on the position. Why REMAX? REMAX Headquarters is located in Denver, CO, in the heart of Denver’s thriving Tech Center. We also offer remote roles for those outside the metro area. Our competitive benefits package includes programs to support your physical, emotional and financial well-being: Stay Healthy • Comprehensive medical, dental, and vision insurance, • Health savings account with employer contribution, • Flexible spending account (medical & dependent care), • Voluntary critical illness, hospital indemnity and accident coverage, • 401(k) plan with generous company match & immediate eligibility, • Free financial advisor service, • Generous paid time off package includes 15 paid holidays and generous PTO, • Hybrid or remote positions and flexible hours, • Monthly home office subsidy, • Paid parental leave benefits, • Paid caregiving, adoption and foster leave benefits, • Monthly ClassPass contribution, • Employee assistance program including free counseling sessions, • Tuition reimbursement program, • Pet insurance discount Now is your opportunity to join a global, industry-leading organization behind one of the most recognized names in real estate. RE/MAX exists to help entrepreneurs thrive. Through RE/MAX and Motto Mortgage franchises, we deliver the tools, technology, and support that power a worldwide network of agents, brokers, and business owners. When you join our team, you are expected to do your best work and help others do the same. We move with urgency. We focus on results. We listen to our customers and build solutions that make their businesses stronger. We value people who take ownership, act with integrity, and push for better every day. Collaboration matters here. So does accountability. When we succeed, we succeed together. RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! We are an equal opportunity employer committed to fair and inclusive hiring practices. Employment decisions are based on qualifications, merit, and business needs, without regard to any legally protected status.

With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Dallas, Chicago, Lincoln, and New York. Bridgepoint Investment Banking is looking for an in-person Administrative Assistant fo

Job DescriptionPay: $25.00 - $30.00/hour (based on experience) • Required to work 4-days/week - Monday required, and the choice of any other 3 days between Tuesday - Friday, • 20-30 hours/week, • Set schedule between the working hours of 9:00 am - 4:00 pm (minimum of 5 hours/day), • Oversee day-to-day building operations including front desk coverage, • Manage office supplies, snacks, beverages, and kitchen amenities, • Ensure office spaces are clean, organized, and fully functional, • Serve as a welcoming point of contact for team members and visitorsVisitor Coordination (25%), • Welcome and register visitors, clients, and guests, • Manage conference room bookings and ensure meeting spaces are prepared, • Maintain security protocols and visitor access proceduresTravel & Logistics (10%), • Coordinate employee travel including booking flights, accommodations, and ground transportation, • Provide travel support and troubleshoot issues as they ariseIT & Hardware Support (10%), • Provide onsite hardware support and troubleshooting for employee technology needs, • Coordinate equipment setup, maintenance, and inventory management, • Serve as liaison between employees and Technology for technical issuesParking Management (10%), • Administer parking arrangements and permits for employees and visitors, • Resolve parking-related issues and maintain parking recordsMail & Package Handling (10%), • Manage incoming and outgoing mail and package deliveries, • 2 + years of experience in an office environment, ideally in office or facilities management, • High school diploma required - Bachelors degree preferred, • Highly proficient in MS Office Suite (Excel and Outlook), • Strong organizational skills with the ability to manage multiple priorities, • Strong interpersonal and communication skills with a customer service mindset, • Problem-solving attitude, • Ability to work independently, • Strong attention to detail

Job Description Overview The Cowley Group (TCG) is growing, and we’re excited to welcome an Investment Banking Analyst to our team! At TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed. Your Role and Development As a full-time Analyst, you’ll play a key role in the execution of client engagements, working directly with senior professionals to deliver strategic and financial advisory services. You’ll contribute across all stages of the M&A process—from initial analysis and valuation to due diligence and transaction execution. This role offers a hybrid work environment, competitive compensation, and meaningful exposure to leadership, clients, and complex deal dynamics. TCG is committed to your professional development and provides a strong foundation for advancement within the firm. Key Responsibilities • Support the execution of M&A and strategic advisory engagements, including valuation, financial analysis, and industry research., • Build, maintain, and interpret complex financial models to assess company performance, value creation, and transaction opportunities., • Prepare detailed presentation materials, pitch decks, market analyses, and client deliverables that effectively communicate insights and recommendations., • Participate in due diligence processes and contribute to the preparation of transaction documentation., • Conduct research on market trends, industry developments, and competitive landscapes to support strategic decision-making., • Collaborate with internal teams and senior leadership to drive high-quality results in a fast-paced, client-focused environment., • Execute special projects and ad hoc analyses that support strategic initiatives and firm growth., • Undergraduate degree from class of 2025 or prior; excellent academic record and a demonstrated interest in finance through previous work experience and/or coursework., • 1–2 years of relevant experience in investment banking, corporate finance, consulting, or a related field (exceptional new graduates will be considered)., • Strong proficiency in Excel financial modeling, PowerPoint, and the broader Microsoft Suite., • Excellent analytical, quantitative, and problem-solving skills., • Exceptional written and verbal communication abilities., • Highly organized, detail-oriented, and able to manage multiple priorities effectively., • Bachelor’s degree in finance, accounting, economics, or a related discipline. The Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Our work spans three core verticals: • Sell-Side M&A Advisory, • Growth & Value Creation Other • Base salary of $85,000 + competitive annual bonus, • TCG is open to considering candidates outside of our core locations (Denver, CO; New York, NY) for a remote role, with expected ~1x/month travel.Company DescriptionThe Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Through deep industry expertise and a hands-on approach, TCG helps clients thoughtfully prepare for the future. Our work spans three core verticals: -\tSell-Side M&A Advisory -\tGrowth & Value Creation -\tValuation & Perpetuation Planning At TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed.The Cowley Group (TCG) is an M&A and strategic advisory firm guiding insurance and financial services leaders through growth, transition, and transformation. We combine institutional rigor with a boutique-level partnership to help clients achieve clarity, momentum, and long-term success. Through deep industry expertise and a hands-on approach, TCG helps clients thoughtfully prepare for the future.\r\n\r\nOur work spans three core verticals:\r\n•\tSell-Side M&A Advisory\r\n•\tGrowth & Value Creation\r\n•\tValuation & Perpetuation Planning\r\n\r\nAt TCG, people come first. We’re an experienced, collaborative, and hardworking group that believes the best ideas come when every voice is heard. Our culture is fast-moving, supportive, and built on helping each team member grow and succeed.

Job Description Position Summary The Capital Markets Associate is responsible for leading the end-to-end execution of capital markets transactions — including securitizations, whole loan sales, whole loan purchases and related capital markets activities. This role serves as the central point of coordination between internal teams and external counterparties, ensuring each transaction is executed efficiently, accurately, and in accordance with company strategy, policies, and regulatory standards. The ideal candidate is a highly organized, detail-oriented project manager with strong communication skills and the ability to manage multiple complex workstreams in a fast-paced environment. This role offers the opportunity to work on high-impact transactions and build strong relationships across the capital markets ecosystem. Responsibilities & Duties • Deal Management, • Lead and coordinate the full lifecycle of capital markets transactions — from mandate through closing and post-closing., • Develop and manage transaction timelines, ensuring all deliverables and milestones are met., • Serve as the primary day-to-day contact for all internal and external transaction parties, including structuring teams, legal, accounting, operations, rating agencies, trustees, and investors., • Oversee due diligence, data requests, and document preparation., • Track key issues and open items, proactively drive resolution, and escalate as appropriate., • Prepare closing checklists, coordinate document execution, and manage funding and settlement logistics., • Manage post-closing processes, including data verification, investor reporting setup, and audit support., • Coordination, • Partner with internal teams such as Legal, Treasury, Risk, Finance, Operations, and Accounting to ensure alignment and readiness for deal execution., • Interface with external counsel, underwriters, rating agencies, and other transaction partners to coordinate deliverables and communications., • Maintain strong working relationships with key market participants and counterparties., • Documentation and Compliance, • Support the review of transaction documents (offering materials, purchase agreements, trust agreements, etc.) with internal and external counsel., • Ensure consistency and accuracy across documentation, approvals, and transaction summaries., • Maintain compliance with internal policies, governance standards, and applicable regulatory requirements., • Coordinate internal approval processes and maintain transaction records and data repositories., • Process Improvement, • Identify opportunities to streamline transaction execution, improve coordination, and enhance reporting., • Develop and maintain standardized procedures, templates, and best practices for deal management. Required Experience, Skills, & Competencies • Bachelor’s degree in Business, Finance, Economics or related field., • 1-3 years of experience in capital markets, structured finance, investment banking, or related fields., • Exceptional organizational and project management skills; able to handle multiple transactions concurrently., • Strong communication skills, both written and verbal; able to clearly summarize status and priorities., • Comfortable coordinating across disciplines and managing multiple stakeholders., • Detail-oriented with a strong sense of accountability and follow-through., • Familiarity with capital markets documentation and deal structures., • Ability to work independently and thrive in a fast-paced, deadline-driven environment. A reasonable estimate of the base compensation range for this role is $70,000-$90,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Summary The Analyst will be a key member of the Finance team and collaborate across multiple business segments while reporting directly to the Manager, Strategic Finance & Planning. In this role, the candidate will lead real-time financial performance monitoring and develop a reporting toolkit to assess performance of the current business and assist with opportunities to improve operating and financial results. The position will assist and, in some areas, lead in the financial planning, annual budgeting, and forecasting responsibilities of the Finance team supported by variance analysis reports, financial and other strategic models. The Analyst will also be responsible for supporting the evaluation of organic and external M&A growth opportunities, to include leading the internal due diligence team through execution (e.g., managing data rooms, organizing internal stakeholders and external consultants, integration of new assets and reporting post-implementation). The team has made a significant investment in AI-driven workflows and tooling, and the ideal candidate will bring hands-on experience leveraging AI to enhance reporting, automate routine processes, and drive analytical efficiency. Candidate will have the ability to work on numerous new projects, taking them from ideation through execution. They will have exposure to the CFO, CEO, Chief Commercial Officer, EVP of Business Development, as well as business unit leaders. This is a role with direct working experience across multiple areas within SPS with significant longer-term growth potential. This will be a very hands-on and analytical role requiring cross-functional collaboration. The ideal candidate will have strong skills in rigorous problem-solving, including data analysis. They will be a great communicator, highly resourceful, and possess the ability to work comfortably inside an entrepreneurial environment that is very results oriented. Essential Duties and Responsibilities This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time. • Work directly with the Manager, Strategic Finance & Planning, CFO and other executives to execute key business priorities., • Input into the monthly accounting close process, to include serving as a liaison between accounting and operations teams, budget vs. actuals analysis, as well as full P&L and MD&A reporting to senior leadership, • Coordinate the annual budgeting process and collaborate with internal SPS business unit leaders on key business driving inputs with review and approval by executive team, • Manage and continuously improve financial reporting while driving critical insights from operational data sets., • Develop and monitor KPIs with internal business partners to identify key trends and conduct root-cause analyses., • Developing financial models for scenario planning., • Assist with leading the evaluation of M&A targets, including strategic due diligence, key milestone tracking and internal deal team communication., • Support team with cash flow modeling and forecasting., • Assist in building robust reporting packages to senior leadership and preparing presentations., • Facilitate effective decision-making through development of business cases for transformative growth opportunities., • Develop thorough understanding of SPS businesses (including value proposition of SPS to customers and other relevant market stakeholders) and learn how data flows through the business and impacts operational and financial results., • Follow company policies and procedures in the course of all daily work activities while maintaining the confidentiality of information processed and/or exposed to., • Leverage AI tools to drive workflow automation, enhance financial reporting, and improve analytical systems; identify and implement opportunities where AI can increase team efficiency and reporting quality. Requires a bachelor's degree in Finance, Business, Economics or related field and 2 -3 years of related experience, such as corporate finance, investment banking, FP&A, public accounting/audit or management consulting. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • 2-3 years of experience working in corporate finance, banking, FP&A, or an analytically intensive field (e.g. management consulting, private equity, corporate strategy, public accounting)., • Strong Excel (complex formulas, model building, pivot tables, etc.) and PowerPoint skills, including data analysis., • Experience with BI reporting, databases (dimensional and relational), and use of query and reporting analysis toolsets (PowerBI, Tableau, SQL) a plus., • Demonstrated experience using AI tools for workflow automation, reporting enhancement, or financial/operational analysis, experience with Anthropic Claude a plus., • Analytically oriented; drive insights from existing financial/operational data sets and defends decisions using hard data., • Drive insights from existing financial and operational data sets, • Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once., • Must be highly motivated, enthusiastic, service-oriented, results-driven professional who can thrive in a team-oriented environment., • Excellent communication skills and ability to build solid relationships with individuals at all levels, in multiple geographies and business functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (The phrases “occasionally,” “regularly,” and “frequently” correspond to the following definitions: “Occasionally” means up to 1/3 of working time, “regularly” means between 1/3 and 2/3 of working time, and “frequently” means 2/3 and more working time.) While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee would rarely need to lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work Environment The position is primarily based in our Denver, CO office with the expectations of being in the office 2 – 3 days a week. The colleague may perform work-related travel up to 20% (e.g., monthly) to headquarters in Milwaukee, WI or other US locations for team offsites or meeting with members of the executive team in person. Emphasis is on travel for impact. Hybrid remote work is available with proven ability to work independently and efficiently. The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all work inherent for the occupation. EEO Statement SPS Health, LLC and all its affiliates, are equal opportunity employers 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, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The Company makes hiring decisions based solely on qualifications, merit, and business needs at the time. The Company complies with the Colorado Healthy Families & Workplaces Act. Salary Range Posted: $95,000 - $110,000 base and additional bonus potential. Compensation details: 95000-110000 Yearly Salary PI6fd601c3a415-25405-40423575

Job Description Position Overview Our client is seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity, aligning with our forward-thinking strategy. Key Responsibilities * Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders. * Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment. Lead team members who are both local and remote. * Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm's efficiency in executing deals. * Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables. * Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle. * Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing our vast network of strategic acquirers, private equity groups, and non-traditional lenders. * Process Optimization: Leverage our rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes. * Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training. Qualifications * 4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions. * Demonstrated ability to manage and close transactions independently, with a client-centric approach. * Experience managing and mentoring junior team members, fostering growth and collaboration. * Excellent proficiency in financial modeling, valuations, and transaction material preparation. * Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency. * Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders. * Entrepreneurial mindset with a passion for innovation and delivering best-in-class results. * MBA, CFA, or equivalent professional designation preferred but not required. * Series 79 & 63 Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Actively participate in the planning, structuring, and execution of banking transactions and manage the administrative aspects of the banking process from launch to close. Piper Sandler is a leading investment bank, enabling growth and success for our clients through deep sector expertise, candid ad

Remote Investment Banking Specialist \ contente 1 day ago Be among the first 25 applicants. Turing is seeking Finance Professionals with strong Investment Banking backgrounds to guide how frontier AI systems learn and reason about complex financial transactions. Collaborate with a global team of qua

Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making.

Investment Banking Senior Associate – M&A and Capital Raising. Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors.

Vice President, Investment Banking - Renewables Join to apply for the Vice President, Investment Banking - Renewables role at Agentis Capital Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Posit

The ideal candidate will have a background in investment banking, private equity, or a related field, and a passion for supporting innovation in a fast-moving industry.

Investment Banking Senior Associate – M&A and Capital Raising. Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors.

A minimum of three years of M&A advisory / investment banking experience, including experience as an Investment Banking Analyst and / or Associate. Strong work ethic and passion for investment banking.

A leading financial advisory firm is seeking a Vice President, Investment Banking for its Denver office.

A minimum of three years of M&A advisory / investment banking experience, including experience as an Investment Banking Analyst and / or Associate. Strong work ethic and passion for investment banking.

A leading global financial advisory firm is seeking a Vice President for its Digital Infrastructure practice in Denver, CO.This role focuses on pitching and executing financial advisory mandates while leading a team.Candidates should have at least six years of relevant experience and strong relation

Vice President, Investment Banking - Digital Infrastructure Join to apply for the Vice President, Investment Banking - Digital Infrastructure role at Agentis Capital Get AI-powered advice on this job and more exclusive features. Identifying and pitching for Digital Infrastructure financial advisory

For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. At lea

Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making.

SUMMER INTERN, INVESTMENT BANKING. POSITION TITLE: Investment Banking Summer Intern. GLC is a leading independent investment banking firm that delivers objective, senior-level advice within a number of industries including: business services, consumer & retail, energy & power, financial services, ga

Banking, Financial Services, and Investment Banking. Managing Director - Capstone Investment Banking. Managing Director - Capstone Investment Banking.

Our client is a leading boutique investment bank focused exclusively on advising family‑owned and privately held middle‑market businesses.

Investment Banking Associate: Gaming. GLC Advisors is seeking a top-tier Investment Banking Associate to join its Gaming advisory franchise in Denver. Prior investment banking experience as an Analyst or Associate strongly preferred.

A leading financial advisory firm is seeking a Vice President, Investment Banking for its Denver office.

Significant middle market M&A and/or capital advisory experience Established client relationships and a strong professional network Proven track record of originating and closing transactions 10+ years of investment banking experience with strong references Demonstrated leadership in fast‑paced, e

Turing is seeking Finance Professionals with strong Investment Banking backgrounds to guide how frontier AI systems learn and reason about complex financial transactions. What We’re Looking For: 2+ years of Investment Banking experience (M&A, IPOs, restructuring, or capital raising). Remote Inves

For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. At lea

A leading AI research accelerator is seeking a Remote Investment Banking Specialist to guide AI in understanding complex financial transactions. Candidates should have over 2 years of investment banking experience with expertise in M&A and IPOs.

A leading AI research accelerator is seeking experienced Finance Professionals with a strong Investment Banking background for a remote consulting role.

Investment Banking Associate: Technology. GLC Advisors is seeking a top-tier Investment Banking Associate to join its Technology advisory practice in Denver. Prior experience as an Analyst or Associate in investment banking preferred.

A leading AI-driven consulting firm is seeking a Remote Investment Banking Specialist with over 2 years of M&A or IPO experience.

Investment Banking Senior Associate – M&A and Capital Raising. Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors.