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As the nation’s largest private employer of Registered Nurses, we’re honored by the trust of over 100,000 nurses and committed to supporting safe, high-quality care for which they can practice. That’s why more than 80% of our hospitals earn an A or B Leapfrog safety grade, rank in the top 5% nationally for patient outcomes through Health Grades, or are recognized as Magnet or Pathway to Excellence facilities. Join us! It is an exciting time to be a nurse at HCA Healthcare! Come unlock your career potential and see how rewarding it can be to reach your personal and professional goals. Help to advance the practice of nursing and improve positive outcomes for your patients as a RN Open Heart PRN. We want your knowledge and expertise! Job Summary and Qualifications Position Details: • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Advanced Cardiac Life Spt must be obtained within 30 days of employment start date, • Basic Cardiac Life Support must be obtained within 30 days of employment start date, • PALS Pediatric Adv Life Supt must be obtained within 30 days of employment start date, • (RN) Registered Nurse, • Associate Degree, or Bachelors Degree, or Registered Nurse Diploma Benefits HCA Florida Memorial Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing, • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts _ Note: Eligibility for benefits may vary by location. "There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder _ has provided quality healthcare services since 1969, giving patients access to highly-trained physicians and advanced technology. With more than 50 years of pioneering healthcare, our 450+ bed hospital is one of the region's leading acute care facilities. We offer a range of services for our patients, including 24-hour emergency care at three different locations and a Level II trauma center. Other specialized programs include our accredited Chest Pain Center, certified Stroke Center, Heart Center, Bone and Joint Center, maternity center and much more. Memorial has received the Gold Seal of Approval for Primary Stroke Centers and is sepsis-certified by the Joint Commission. At Memorial Hospital, our care like family culture extends to our patients, our people and our Jacksonville community. We are committed to each other because when we join together, our patients are cared for in the safest and most compassionate way. HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. Be a part of an organization that leverages our size to make a real impact in our industry! Our Talent Acquisition team is reviewing applications for our RN Open Heart PRN opening. Submit your application today and help advance the practice of nursing. We are an equal opportunity employer. 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 Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms. A senior role for experienced agency recruiters who want to develop clients, originate searches, fill roles, and earn uncapped commission tied directly to production. About Next Level Recruiting: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family offices, multi-family offices, private wealth platforms, and investment-focused firms to place high-impact advisors, executives, and leadership talent. We're building a team of experienced recruiters who want long-term upside, ownership of their searches, and a clear path to higher earnings. What This Role Is: You'll own full-cycle executive searches end to end — partnering directly with clients, driving candidate pipelines from outreach through offer acceptance, and building lasting relationships across the wealth advisory ecosystem. This is a quality-over-volume desk with meaningful responsibility, full-desk ownership, and income tied directly to your production. In addition to working active searches, you can develop your own client relationships, originate searches, and fill the roles you bring in. What You'll Do: • Own and execute full-cycle executive searches end to end, • Partner directly with clients to understand hiring needs and market dynamics, • Develop new client relationships and originate searches, • Drive candidate pipelines from outreach through offer acceptance, • Conduct high-level candidate qualification calls, • Manage search progress and pipeline hygiene in Bear Claw (ATS/CRM), • Build long-term relationships with senior-level financial professionals, • Grow your desk through client development, candidate relationships, and successful placements Search Sectors: Family offices, multi-family offices (MFOs), RIAs, private wealth management firms, and investment-focused platforms including private equity, venture capital, investment banking, and hedge funds. What You'll Need: • 5+ years of full-cycle agency recruiting experience, • Proven success sourcing and engaging passive candidates with LinkedIn Recruiter, • Demonstrated success managing multiple concurrent searches against production goals, • Experience developing client relationships or managing client-facing search processes, • Comfortable using an ATS/CRM and owning your own desk, • Track record of meeting or exceeding recruiting production goals, • Interest in financial services, investment, wealth management, or executive search Nice to Have: • Recruiting experience in financial services, wealth management, or professional services, • Executive or retained search background, • Strong Boolean search proficiency, • Bachelor's degree or equivalent professional experience Who This Role Is For: • Experienced agency recruiters who want more ownership and upside, • Recruiters tired of transactional, high-volume staffing, • People who want to run a desk, develop clients, and be accountable to production goals, • Competitive professionals motivated by uncapped earnings, • Recruiters who want to make more money through placements, not manage people, • Full-desk recruiters who want a specialized market with higher-value searches Why This Role Is Different: Most recruiting roles reward speed and volume. We reward quality, market expertise, long-term relationship building, and production. This role is built for recruiters who want to maximize earnings by building a profitable desk, developing clients, originating searches, and closing placements. You'll work with sophisticated clients and senior-level candidates in the wealth management and investment ecosystem, where credibility, discretion, and market knowledge matter. Compensation & Income Opportunity: • Base salary: $90,000–$110,000, depending on experience, • Uncapped commission + bonus potential, • Health and dental insurance, • 401(k) with company match, • Clear earnings progression tied to production, client development, and placement volume, • Opportunity to develop your own client relationships and searches, • Long-term income upside for high-performing recruiters

Company Description Hum Capital is revolutionizing the traditional fundraising process with a focus on efficiency, transparency, and data-driven decision-making. We connect exceptional companies with appropriate sources of capital, emphasizing business fundamentals and performance over traditional gatekeeping and social proof. By helping private companies better understand their financing options and connect with capital providers, Hum empowers businesses to access the capital they need to grow. Our mission is to create a world where access to capital is no barrier to realizing potential. Role Description Hum Capital is seeking an experienced lending and financial origination professional to source, qualify, and develop financing opportunities with established businesses seeking non-dilutive capital. This role is designed for someone with experience in regional or commercial banking, direct lending, private credit, alternative lending, investment banking, specialty finance, or a similar financial origination environment. The ideal candidate understands how to evaluate a company's financing needs, engage credibly with CEOs and CFOs, assess financial information, and identify opportunities that fit a lender's credit appetite. You will build relationships directly with business owners and executives as well as referral partners, including brokers, advisors, bankers, and other financial intermediaries. You will own opportunities from initial engagement and qualification through handoff and collaboration with Hum's investment and deal teams. This is not a traditional SaaS or generalist sales role. Success requires a working understanding of lending, credit, financial statements, and the financing needs of private companies. What You'll Do Originate and Qualify Lending Opportunities • Source and develop financing opportunities with established private companies seeking non-dilutive capital, • Engage directly with CEOs, CFOs, founders, and other senior executives to understand their capital needs, business performance, and financing objectives, • Conduct substantive discovery conversations covering revenue, profitability, growth, existing debt, capital structure, use of proceeds, and financing requirements, • Review company financial information and identify opportunities that align with Hum's lending and investment criteria, • Understand borrower needs and position appropriate direct lending and other financing solutions, • Work closely with Hum's investment and deal teams to advance qualified opportunities through the financing process Build and Manage Referral Relationships • Develop and maintain relationships with brokers, bankers, financial advisors, M&A professionals, consultants, and other intermediaries who can generate qualified deal flow, • Build a network of referral partners across Hum's target markets, • Educate referral partners on Hum's lending criteria, financing solutions, and ideal borrower profile, • Identify opportunities to expand productive referral relationships and generate repeat deal flow, • Partner internally to structure and execute referral relationships where appropriate Manage Inbound and Outbound Deal Flow • Serve as a primary point of contact for companies seeking capital, • Rapidly assess inbound opportunities to determine credit and financing fit, • Conduct targeted outbound origination to identify prospective borrowers and referral sources, • Maintain an active pipeline of qualified financing opportunities across industries and geographies, • Accurately manage deal activity, borrower information, follow-up, and pipeline progression in Salesforce, • Maintain disciplined and timely follow-up throughout the origination process Deliver a Best-in-Class Borrower Experience • Build credibility with executives by understanding their businesses and financing objectives, • Act as a knowledgeable resource throughout the early stages of the financing process, • Set appropriate expectations around financing structures, process, documentation, and next steps, • Ensure a professional, responsive experience for borrowers and referral partners, • Coordinate effectively with underwriting, investment, and deal teams as opportunities progress Who You Are • 3+ years of relevant experience in lending, financial origination, or capital markets, ideally within regional or commercial banking, direct lending, private credit, alternative lending, specialty finance, investment banking, or a comparable financial institution, • Demonstrated experience originating, evaluating, or supporting debt financing transactions, • Experience working directly with business owners, CEOs, CFOs, or other senior financial decision-makers, • Working knowledge of commercial credit and lending fundamentals, • Ability to understand and discuss financial statements, including income statements, balance sheets, and cash flow statements, • Comfortable discussing revenue, EBITDA, leverage, debt capacity, use of proceeds, and other fundamental credit considerations, • Ability to assess a financing opportunity and communicate its merits to investment and credit professionals, • Strong understanding of how businesses evaluate and use debt capital, • Excellent verbal and written communication skills, • Highly driven, responsive, and comfortable operating in a fast-paced origination environment, • Demonstrated ability to build relationships and generate deal flow Candidates whose experience is primarily general SaaS, technology, or non-financial sales without meaningful lending, credit, banking, or financial origination experience are unlikely to be a fit for this role. Nice to Have • Existing network of brokers, bankers, financial advisors, private equity professionals, independent sponsors, or other referral sources, • Experience originating loans or credit facilities for lower-middle-market or middle-market businesses, • Experience with term loans, working capital facilities, growth capital, acquisition financing, or other commercial credit products, • Experience in private credit, specialty finance, fintech lending, or non-bank lending, • Experience working with underwriting, credit committees, or investment committees, • Familiarity with Salesforce or similar CRM and pipeline-management tools, • Bachelor's degree in finance, accounting, economics, business, or a related field Why This Role • Direct exposure to business owners, executives, lenders, and capital markets, • Opportunity to originate and develop meaningful private-company financing transactions, • Work alongside experienced investment and credit professionals, • Build a valuable network across banking, private credit, private equity, advisory, and the broader financial ecosystem, • Join a fast-paced organization working to modernize how private companies access capital

Company Description TruSight, LLC provides specialized deal sourcing services for private equity firms and family office investors by leveraging a broad network of long-tail investment banks and business owners. The company helps investors consistently access both on- and off-market opportunities that match their specific criteria. Its Intermediary Coverage program supplies investors with a weekly flow of deals from more than 13,000 investment bank and intermediary contacts. Through Retained Buy-Side Search, TruSight delivers targeted, proprietary acquisition opportunities via direct outreach to private companies. Investors also benefit from Private Equity Info, TruSight’s advanced M&A research platform that enhances market intelligence and decision-making. Role Description This is a full-time, remote role for a Deal Origination & Intermediary Coverage Analyst. The analyst will support deal sourcing activities by managing and expanding relationships with investment banks, intermediaries, and other deal sources, while tracking and organizing inbound opportunities. We are seeking an Intermediary Coverage Analyst to help expand and strengthen that network and drive high-quality deal flow to our clients. This role is ideal for a proactive, relationship-oriented professional who is interested in M&A and private equity, communicates confidently with finance professionals, and enjoys turning outreach and relationship development into actionable opportunities. Day-to-day responsibilities include sourcing, reviewing and categorizing new deals, assessing fit against client investment criteria, and maintaining accurate records in internal systems and databases (HubSpot CRM). The role also involves outreach campaigns to intermediaries and adjacent sources of deal flow, and coordinating with internal teams to ensure timely dissemination of relevant opportunities to clients. The analyst will collaborate closely with senior team members to refine sourcing strategies, improve process efficiency, and contribute to reporting and analytics on deal flow performance. Deal Origination & Relationship Development • Develop and maintain relationships with our current network of investment banks, M&A advisors, financial advisors, and other sell-side intermediaries., • Identify and engage new intermediary relationships that expand TruSight's network and generate relevant deal opportunities for clients., • Re-engage existing and historical relationships to strengthen coverage, understand current deal activity, and surface new opportunities., • Conduct targeted outbound outreach to intermediaries leveraging thought leadership, Private Equity Info’s Signals, and other TruSight tools by phone and email and serve as a consistent point of contact for M&A knowledge, current events, and intermediary relationships., • Understand client investment criteria and help match relevant sell-side opportunities with appropriate private equity and family office interest., • Facilitate introductions between intermediaries and TruSight clients and support the marketing of relevant deal opportunities., • Follow up with bankers and advisors on deals already in market: confirming status, checking whether introduced parties advanced, and using those conversations to surface additional opportunities from their broader pipeline. Administrative & Process Ownership • Manage relationship and opportunity tracking in HubSpot, including outreach activity, follow-ups, pipeline status, and reporting., • Own recurring client communications by leveraging AI-centric tools such as Claude, ChatGPT, or similar platforms to produce polished, high-quality client materials efficiently., • Schedule calls with bankers and private equity / family office firms on behalf of the team., • Identify opportunities and work with internal development teams to automate recurring administrative work using AI tools and digital agents. Qualifications • 1-3 years of experience in investment banking, M&A, private equity, financial services, business development, sales, or another senior level client-facing role., • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred., • Proficiency using AI tools (e.g., Claude, ChatGPT, Gemini, etc.) to streamline team workflows, automate repetitive tasks, and improve overall efficiency., • Experience with HubSpot strongly preferred., • Excellent written and verbal communication skills with the confidence to engage investment bankers, advisors, executives, and other senior professionals., • Organized, self-motivated, and comfortable with proactive outreach, follow-up, and relationship management., • Comfortable working on a remote team. What We Value We value initiative, accountability, strong judgment, and people who can operate with a high degree of autonomy. TruSight is a collaborative, results-oriented environment where individuals are trusted to own their work, communicate clearly, and continue developing professionally. What You'll Gain You will build a working knowledge of the private equity and M&A ecosystem while developing relationships across the investment banking and advisory community. The role offers direct exposure to senior professionals, active deal flow, TruSight's clients, and a growing company where your work has a visible impact on relationship growth and opportunity generation.

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY! Location: Jacksonville, FL 32256 Schedule: Hybrid (minimum of 4 days per week), Monday through Friday | Standard business hours Pay Rate: $24.87/hour (paid weekly) Start Date: ASAP, pending onboarding completion Duration: 5-month contract with potential for extension or conversion to full-time employment We are seeking a highly organized and professional Executive Administrative Assistant to provide confidential and comprehensive administrative support to multiple executives. This role is responsible for managing complex calendars, coordinating travel arrangements, processing expenses, preparing correspondence and meeting documentation, and serving as a key point of communication between executives and stakeholders. The ideal candidate thrives in a fast-paced environment, effectively manages competing priorities, and demonstrates exceptional communication, organizational, and problem-solving skills. • Provide confidential administrative support to multiple executives and management teams., • Communicate with executives and line management to gather, coordinate, and convey relevant information., • Manage complex executive calendars, proactively identifying and resolving scheduling conflicts., • Answer executive phone lines, accurately document messages, and exercise sound judgment when handling calls., • Coordinate and manage travel arrangements, including itineraries, accommodations, and logistics., • Process expense reports and ensure timely and accurate submission., • Organize meetings, appointments, off-site events, and in-person gatherings., • Prepare meeting agendas, minutes, and supporting documentation., • Draft and prepare correspondence, reports, presentations, and other business documents., • Conduct research, respond to inquiries, and assist with resolving issues raised by internal and external stakeholders., • Support multiple projects and priorities while maintaining a responsive, professional, and customer-focused approach., • Manage incoming communications and correspondence, ensuring timely follow-up and resolution., • Experience providing administrative or executive support in a professional business environment., • Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Strong organizational skills with exceptional attention to detail., • Excellent verbal and written communication skills., • Ability to collaborate effectively with executives, management, and cross-functional teams., • Strong planning, prioritization, and problem-solving abilities., • Adaptable and capable of managing changing priorities and competing demands., • High level of professionalism, discretion, and ability to handle confidential information., • Proficiency in Microsoft Outlook, Webex, and Microsoft PowerPoint., • Experience managing executive calendars, travel arrangements, expense reporting, meeting coordination, and administrative support activities.

Sales Director US Remote Competitive base salary plus uncapped commission ShortList is recruiting a Director of Sales on behalf of an established investment management firm. Our client provides advisory solutions to institutional clients across the US, and is now expanding its commercial team to drive its next phase of growth. This is a senior, quota-carrying new business appointment. You will own a defined territory, building your own pipeline from the ground up, shaping each opportunity, and steering it all the way to a signed mandate. The remit is squarely about landing net-new clients and exceeding aggressive revenue targets. This is a hunting role rather than relationship management. The firm needs a true self-starter who thrives on cold prospecting, disciplined outreach, and getting in front of decision-makers face to face. I would particularly like to hear from sales professionals who have sold advisory, investment, or capital markets services into credit unions, community banks, or other depository institutions, as well as senior finance or commercial leaders looking to move into a client-facing business development role. Key Requirements • A demonstrated track record of external business development into the Banking sector (cold calling, pipeline build, CRM management), • Experience selling into regional and community banks is key, • Knowledge of asset-liability management, fixed income, balance sheet strategy, and hedging, • Experience selling into the C-suite and senior decision-makers, • Solid commercial understanding of finance and the broader financial services landscape, • Strong strategic sales planning with a record of beating target, • Confident with contracts, negotiating, and change management, • Product demonstration experience Key Skills • Relentless, entrepreneurial, and results-obsessed, • Genuine boardroom presence with credibility to win senior leaders' trust, • Excellent written and verbal communication for polished presentations and proposals, • Methodical territory and account planning, • Able to manage several opportunities at once, • Willing to travel and work a flexible schedule The position is fully remote, with travel for client meetings and industry events.

We’re looking for a talented Senior Financial Analyst to join our Deal Desk team within Strategic Finance. Bachelor's degree (preferably in Finance or related field). Financial Planning and Analysis, previous experience in corporate development, accounting, investment banking, strategy, a finance

AI into investment banking and equity research workflows.No prior AI experience is required.Share real-world workflows for using.AI in financial modeling, research, and deal analysis.Create example analyses, workflows, and reports using AI platforms.AI-generated financial outputs.Compare traditional

Vice President, M&A PE-Backed Services Platform | Remote Location: Remote with travel as needed A rapidly growing, private equity-backed services company is adding a senior M&A professional to its team as it continues an active acquisition strategy. This individual will play a central role in evaluating and executing acquisitions and will have significant ownership over the transaction process. The position offers direct exposure to senior leadership and the opportunity to help shape the company's continued growth through strategic acquisitions. This is a hands-on opportunity for someone who enjoys analyzing businesses, structuring transactions, managing diligence, and getting deals across the finish line. What You'll Do • Evaluate potential acquisition opportunities and assess strategic and financial fit, • Build and review acquisition models, valuations, and financial analyses, • Analyze historical financial performance and normalize EBITDA, • Lead financial and operational diligence on prospective acquisitions, • Manage transactions from LOI through closing, • Work directly with business owners and other transaction stakeholders, • Support negotiation of purchase price and other key transaction terms, • Evaluate deal structures, including rollover equity and holdbacks, • Coordinate legal, accounting, financing, and other outside advisors, • Prepare investment materials and transaction recommendations for senior leadership, • Manage multiple transactions and maintain momentum across the acquisition pipeline, • Partner with finance and operating leadership throughout the transaction process What We're Looking For • 5+ years of experience in M&A, Corporate Development, Investment Banking, Private Equity, or a similar transaction-focused role, • Demonstrated experience executing middle-market transactions, • Hands-on buy-side M&A experience, • Experience managing transactions from LOI through close, • Strong financial modeling and valuation skills, • Experience analyzing financial statements and normalized EBITDA, • Familiarity with transaction structures involving rollover equity, holdbacks, and related purchase terms, • Strong communication and negotiation skills, • Ability to work independently and manage multiple priorities, • High attention to detail and strong analytical judgment, • Bachelor's degree required Why Consider It? • Meaningful equity opportunity, • Fully remote flexibility, • Direct partnership with senior leadership, • Significant ownership of M&A execution, • Active acquisition strategy with continued transaction volume, • Opportunity to join a growing PE-backed platform at an important stage of expansion This is a strong opportunity for an M&A professional looking to move into a high-ownership role where they can directly influence transactions and long-term company growth.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Research Analyst, Analytics Enterprise Technology Research (ETR) Remote (US) | Full-time | Analytics About ETR Enterprise Technology Research (ETR), a subsidiary of the Futurum Group, is an independent research firm built on primary data. We draw on a network of 9,000+ technology decision-makers, controlling more than $2 trillion in annual IT spend, to track where technology budgets are heading. More than 100 of the world’s largest hedge funds and asset managers use our proprietary data and research to shape their investment decisions. ETR’s flagship Technology Spending Intentions Survey (TSIS) is one of the longest-running and broadest data series in the industry, with uninterrupted coverage since 2010 spanning 330+ vendors across more than 20 technology sectors. We complement it with higher-frequency research: the AI Product Series, ETR Edge, Macro Views, and drill-down surveys on the topics investors are debating right now. ETR has the pace of an early-stage company and client relationships that go back more than a decade. We are investing in our research capabilities: growing the team, deepening our product suite, and expanding coverage into new layers of the technology stack. About the Role ETR is adding a Research Analyst to our Analytics team, the group that designs our surveys and turns the resulting data into research that the world’s most sophisticated investors trade on. Reporting directly to the head of our Analytics team, this is a hybrid analyst role: part data analyst, part research analyst, shaped day to day by what our clients need most. Day to day, this job lives inside the financial-services world. You will own survey research on enterprise technology markets, spanning software, hardware, cloud, infrastructure, IT services, and semiconductors, and you will write the narrative research that financial analysts at hedge funds and asset managers use to make investment decisions. Understanding how an investor reads a research note, what a portfolio manager actually needs answered, and how markets and technology news move together is central to doing this job well. Your work is written for, and shaped by, an investor audience. This role suits someone with 3+ years of experience in the financial-services or investment-research world — equity research, wealth management, investment banking, or a financial-data or research-vendor role covering technology names — who is comfortable using code and AI tooling to move faster. It is a remote-friendly position open to candidates anywhere in the US. What You Will Do • Stay on top of client interest and market news. Maintain a running pulse on what clients are asking for, relayed through our client-facing teams, and on what’s moving in the market and where investor attention is heading — and use both to actively shape survey design and research prioritization., • Design surveys end to end. Take a research objective, conduct desk research to get up to speed on the topic and domain, and translate it into a well-constructed questionnaire, with clear, unbiased questions and a logical structure that yields data worth analyzing., • Write for an investor audience. Combine survey results with outside context — market news, earnings and financial data, and vendor developments — to author narrative research reports that explain what is happening and why it matters to a portfolio manager or analyst making an investment decision, not just “X% of respondents said Y.”, • Build with modern tooling. Use Python, SQL, and LLM-based workflows for data processing, research synthesis, and drafting, and help the team keep improving how this work gets done. What We Are Looking For • Financial markets / investor-facing experience. You have worked somewhere your output was consumed by, or served, investors — sell-side or buy-side research, wealth management, investment banking, portfolio or trading work, or a financial-data or research-vendor role. You understand how professional investors read research and what makes it useful to them. This matters more than anything else., • Technology-sector knowledge, as a research subject. You can get smart fast on enterprise software, hardware, cloud, infrastructure, IT services, or semiconductors, and you understand these markets well enough to analyze and write about them for an external, investor-facing audience — not just to have used the tools internally., • Survey design skill. You know how to write a good question, how to avoid biasing a respondent, and how to structure a questionnaire so it flows logically and produces clean, analyzable data., • 3+ years of experience in equity research, market or industry research, financial analysis, consulting, or a similar analytical role., • Strong analytical writing: you can move from a dataset to a clear, well-structured narrative that a professional investor finds useful., • Programming ability. Working proficiency in Python and SQL, and comfort building and using LLM workflows for research synthesis, drafting, and data processing., • A Bachelor’s degree in Finance, Economics, Statistics, a STEM field, or a related discipline, or equivalent practical experience. What We Offer • A competitive compensation package including base salary, bonus, and comprehensive benefits., • Real ownership early: on a team our size, the surveys you design and the research you write are in front of clients and leadership immediately., • Direct mentorship from the Analytics, Research, and Data teams: you work together day to day, and your development and advancement are part of the role’s design., • Your work in the hands of some of the world’s most sophisticated investors, informed by the technology leaders shaping enterprise IT., • A remote-friendly, flexible working environment with a culture that values candor, curiosity, and collegiality over facetime and politics. ETR is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status.

The Opportunity My client is seeking a commercially driven Sales + Business Development professional to help grow a middle market M&A advisory practice by converting qualified inbound opportunities into signed sell-side advisory engagements. You will work directly with founders and privately held business owners who are evaluating a sale, recapitalization, liquidity event, or other strategic alternatives. This is a consultative, relationship-driven role requiring strong business judgment, executive-level communication, and disciplined follow-through. You will lead prospective clients through the early advisory and decision-making process, assess transaction readiness and fit, communicate the value of professional M&A representation, and create the confidence needed to move forward with an engagement. What You Will Do • Engage with qualified inbound business owners exploring a sale, recapitalization, or other strategic transaction., • Lead consultative discovery conversations to understand company background, owner objectives, timing, valuation expectations, and decision criteria., • Assess transaction readiness, strategic alignment, and overall fit for the firm’s sell-side M&A advisory services., • Present the firm’s M&A process, capabilities, positioning, deliverables, and value proposition in clear and credible language., • Build strong relationships with founders, entrepreneurs, and senior executives throughout the decision-making process., • Address questions and concerns related to valuation, timing, fees, confidentiality, market conditions, and the advisory process., • Create momentum through strategic follow-up, clear next steps, and consistent communication., • Advance qualified opportunities from initial consultation through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, follow-up activity, and conversion reporting., • Collaborate with senior bankers to ensure a seamless transition of newly engaged clients into transaction execution., • Provide feedback on lead quality, client sentiment, market conditions, messaging, and opportunities to improve conversion. What You Bring • Proven experience in consultative B2B sales, business development, high-ticket sales, financial services, or professional advisory services., • Demonstrated ability to close complex, high-value engagements involving multiple conversations and sophisticated decision-makers., • Strong discovery, presentation, negotiation, objection-handling, and relationship-building skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite executives., • Strong business acumen with the ability to understand privately held companies, owner objectives, and transaction considerations., • Disciplined pipeline management, follow-up habits, organization, and accountability in a remote environment., • Comfort working within a performance-driven, commission-only compensation structure., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help secure.

Role: Analyst Location: Remote (must be based in Tampa / St. Petersburg / Sarasota area) About Vision Point Capital Vision Point Capital is a business transition advisory firm serving privately held companies and their advisors. Our teams provide valuation, ESOP, and M&A advisory services to help clients make informed decisions about business value and ownership transitions. We are hiring an Analyst whose primary focus will be supporting our Valuation team. The role will also contribute to M&A engagements and, as our Transaction Readiness services grow, quality of earnings work. Role Overview We are seeking a curious, detail-oriented analyst who enjoys working through complex financial information and understanding the business behind the numbers. You’ll analyze company performance, build financial models, research industries and transactions, and prepare work that supports our valuation conclusions. You’ll also work with our M&A team on transaction materials and buyer diligence. The role offers a chance to learn from experienced advisors across disciplines while developing a strong foundation in valuation and transaction analysis. Key Responsibilities Valuation Support · Analyze historical financial results, management projections, and other company information · Build and maintain financial models and supporting schedules · Research industries, market conditions, comparable companies, and relevant transactions · Assist with analyses of earnings, cash flow, risk, and other factors that affect business value · Prepare exhibits, workpapers, and draft report sections for senior review · Investigate inconsistencies or gaps in the information provided and document your findings · Support valuation engagements for a range of purposes, including business transitions, ESOPs, and other client needs M&A Support · Help prepare and review financial information used in sell-side engagements · Assist with transaction materials, buyer research, and financial analyses · Organize information for buyer diligence and help track requests and responses · Work with the deal team to identify financial trends and questions that may affect a transaction Quality of Earnings & Transaction Readiness Support · Analyze financial statements, general ledgers, trial balances, and supporting company records · Prepare schedules covering revenue, margins, expenses, cash flow, working capital, and historical operating trends · Assist with the analysis of potential adjustments to reported earnings · Prepare organized workpapers and exhibits for senior review · Help identify information gaps and track requests during financial diligence Qualifications Required · Bachelor’s degree in Accounting, Finance, Economics, or a related field · Strong understanding of financial statements and accounting fundamentals · Strong Excel skills and comfort working with detailed financial data · Ability to produce accurate, well-organized work and explain your findings clearly · Strong analytical judgment and willingness to ask questions when information does not reconcile · Ability to manage multiple assignments and meet deadlines · Professional discretion when handling confidential client and transaction information Preferred · Experience in business valuation, audit, transaction advisory, investment banking, corporate finance, or a related analytical role · Exposure to financial modeling, valuation methods, or M&A transactions · Familiarity with accounting data from systems such as QuickBooks · Progress toward a CPA, CFA, or valuation credential · Quality of earnings or financial due diligence experience is a plus

Executive Administrative Assistant.This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!.Location: Jacksonville, FL 32256.Schedule: Hybrid (minimum of 4 days per week)

We are looking for experts across a range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others. Collaborate with AI researchers and fellow finance experts to shape training methods, evaluati

The Opportunity My client is seeking a relationship-driven Sales + Business Development professional to support the continued growth of a middle market M&A advisory practice. You will work with qualified inbound business owners who are actively evaluating a sale, recapitalization, liquidity event, or other strategic alternative, and guide strong-fit opportunities toward signed sell-side advisory engagements. This is a consultative sales role built around trust, business judgment, and disciplined follow-through. You will qualify owner interest, understand strategic and financial objectives, communicate the value of the advisory process, and create a clear path forward without relying on transactional or high-pressure selling. What You Will Do • Respond to and conduct consultations with qualified inbound business-owner opportunities., • Develop a clear understanding of each company, the owner’s priorities, transaction goals, timing, and expectations., • Assess fit and transaction readiness based on business profile, objectives, valuation expectations, and advisory needs., • Present the firm’s sell-side M&A process, positioning, deliverables, and client experience in clear, credible language., • Build confidence and trusted relationships with founders, owners, and senior executives throughout the decision cycle., • Navigate questions and concerns related to timing, valuation, fees, confidentiality, and the advisory process., • Create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Move qualified opportunities from discovery through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, next steps, and conversion activity., • Partner with senior bankers to prepare for handoff and preserve continuity once an engagement is secured., • Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities. What You Bring • Experience in consultative B2B sales, business development, financial services, or professional advisory work., • Demonstrated success managing high-value opportunities and guiding sophisticated decision-makers through longer sales cycles., • Strong discovery, presentation, relationship-building, negotiation, and objection-handling skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders., • Strong business acumen and curiosity about how privately held companies create value., • Disciplined follow-up, organization, pipeline management, and accountability in a remote work environment., • Comfort working within a performance-driven, 100% commission-only compensation model., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will have access to qualified inbound opportunities, meaningful conversations with accomplished business owners, close collaboration with experienced M&A professionals, and uncapped earning potential tied directly to performance.

Company Description Graystone is a Lower Middle Market investment bank specializing in transactions ranging from $10 million to $250 million. The firm partners with business owners to explore exit options, prepare for a sale, and guide them through every stage of the transaction process. With deep sector expertise, Graystone assembles coordinated deal teams that combine data-driven buyer intelligence with attentive client service. The organization is committed to providing strategic advice and hands-on support for decisions that shape the next chapter of a business owner’s journey. Role Description The Vice President of Professional Services is a remote role. The Vice President will lead sell-side engagements. Day-to-day responsibilities include business development, managing engagements, monitoring engagement performance, and leading engagements to the closing table. The role also involves business development efforts by contributing to proposals, client presentations, and service offerings that enhance Graystone’s value to its clients. Qualifications • Experience in Professional Services leadership, including managing client engagements and service delivery., • Demonstrated ability in Business Process Improvement, with a track record of designing and implementing efficient workflows., • Consulting experience, preferably within financial services, investment banking, or related advisory environments., • Strong Project Management skills, including planning, resource allocation, risk management, and stakeholder communication., • Background in Training, coaching, or developing team members to enhance service quality and consistency., • Bachelor’s degree in business, finance, or a related field; advanced degree (MBA or similar) is preferred., • Excellent analytical, communication, and presentation skills, with the ability to engage effectively with senior executives and business owners., • Proven leadership experience, including leading cross-functional teams and driving initiatives in a fast-paced, client-focused environment.

Job Title: Director of Project Controls and Finance Location: Remote, with travel to Puerto Rico required as needed Coquí Power Overview Coquí Power LLC ("Coquí Power") is a Puerto Rico-based energy infrastructure developer focused on delivering integrated energy solutions across generation, capacity, and transmission assets. From early-stage development through the full project lifecycle, Coquí Power combines project origination, development, finance, and asset management to deliver long-term energy infrastructure solutions. Together, these capabilities allow Coquí Power to advance and sustain reliable, affordable, and secure energy for the people, communities, and businesses of Puerto Rico. Coquí Power is an affiliate of Energy Transition Capital Management LLC ("ETCM"), a private equity firm financing the development and long-term operation of critical U.S. energy infrastructure. The Role: Coquí Power is seeking an experienced Director of Project Controls and Finance to operate at the intersection of project execution, capital deployment, budgeting, and investor/lender reporting for utility-scale energy infrastructure projects. This role will be responsible for ensuring projects are financially structured, properly funded, and executed in compliance with budgetary and financing requirements. The Director will work closely on tax equity structures, ITC/PTC qualification requirements, safe harbor compliance, equipment procurement timing, debt draw mechanics, and portfolio-level reporting across multiple projects. This position is highly cross-functional and will interact daily with development teams, EPC contractors, procurement, accounting, treasury, lenders, investors, and external counsel. This role offers a unique opportunity to serve as a hybrid of project controls, infrastructure finance, construction finance, asset management, and PMO coordination. It is a strategic position with the opportunity to help shape capital strategy, acquisition underwriting, portfolio management, and financing execution across the platform. Key Responsibilities: Financial Planning & Budget Management • Building and maintaining the project budget, • Tracking actual spend vs. forecast, • Monitoring EPC costs, interconnection costs, equipment procurement, contingencies, and soft costs, • Managing draw schedules and cash flow timing, • Identifying cost overruns and financial risks early Financing Coordination • Working with lenders, tax equity investors, sponsors, and legal teams, • Managing construction loan draws and compliance requirements, • Coordinating diligence materials for financing parties, • Tracking covenants, reporting obligations, and milestone requirements, • Supporting financial close processes Contract & Invoice Oversight • Reviewing EPC invoices and payment applications, • Coordinating approvals for vendor payments, • Ensuring invoices align with contract terms and completed milestones, • Managing change orders from a financial perspective Schedule & Capital Deployment Tracking • Aligning construction progress with capital deployment timelines, • Making sure procurement, construction, and financing timelines stay synchronized, • Updating financial models based on schedule changes or delays Reporting & Stakeholder Communication • Producing reports for executives, lenders, investors, and development partners, • Tracking KPIs such as: o budget variance o burn rate o contingency usage o schedule adherence o projected COD (Commercial Operation Date) • Participating in project meetings with development, engineering, EPC, and finance teams Risk Management • Identifying risks that could impact project economics: o tariff changes o supply chain delays o labor shortages o interconnection delays o permitting issues • Modeling financial impacts and mitigation strategies Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field required; MBA, CFA, CPA, or other advanced financial designation preferred, • 7–12+ years of experience in renewable energy finance, infrastructure finance, project finance, private equity, investment banking, asset management, or a related field, • Demonstrated experience supporting utility-scale solar and/or renewable energy projects through development, construction, financing, and operational phases, • Strong understanding of tax equity structures, including partnership flip structures, sale-leasebacks, and transferability considerations, • Deep familiarity with ITC/PTC qualification requirements, safe harbor rules, prevailing wage and apprenticeship requirements, and other renewable energy incentive frameworks, • Experience managing construction financing processes, including debt draw requests, lender compliance, project budgets, sources and uses, and financial reporting, • Strong financial modeling and analytical capabilities, including experience with project finance models, portfolio reporting, and acquisition underwriting, • Experience coordinating across multiple stakeholders, including developers, EPC contractors, lenders, investors, procurement teams, legal counsel, accounting, and treasury functions, • Exceptional organizational and project management skills, with the ability to manage multiple projects and deadlines simultaneously in a fast-paced environment, • Advanced proficiency in Excel and financial reporting tools; familiarity with ERP systems, project controls software, and data visualization tools is a plus, • Strong written and verbal communication skills, including experience preparing materials for lenders, investors, executives, and investment committees, • Highly detail-oriented with strong commercial judgment and problem-solving abilities, • Ability to operate both strategically and tactically in a growing, entrepreneurial environment Compensation: • Compensation is competitive and based on experience, • Salary plus performance-based bonus, • Competitive healthcare, dental, and 401(K) matching package Contact: · Please send cover letter and resume to .

Investment Banking Associate Position: Investment Banking Associate Type: Contractor Compensation: $150–$220/hour Location: Remote About the Opportunity We are seeking experienced Investment Banking Associates to support a project focused on integrating AI into investment banking and equity research workflows. Apply your expertise in financial modeling, research, valuation, and deal processes to help train next-generation AI systems. No prior AI experience is required — your domain knowledge is what matters. Key Responsibilities • Share real-world workflows for using AI in financial modeling, research, and deal analysis., • Create example analyses, workflows, and reports using AI platforms., • Evaluate the accuracy and effectiveness of AI-generated financial outputs., • Compare traditional financial workflows with AI-enhanced approaches., • Identify practical benefits, limitations, and opportunities for AI integration., • Provide clear written and verbal feedback to improve AI tools and workflows. Required Qualifications • Strong background in investment banking, equity research, corporate finance, asset management, or related fields., • Hands-on experience with financial modeling, research, valuation, and transaction processes., • Experience using AI platforms for finance, such as Rogo, Hebbia, Model ML, Claude, or similar tools., • Strong financial analysis, data analysis, and communication skills., • Ability to explain and document financial workflows clearly. Preferred Qualifications • Experience as an Associate, VP, or Analyst involved in research, modeling, or transactions., • Experience integrating AI tools into professional financial workflows., • Strong understanding of fintech trends and AI adoption in finance., • Experience delivering actionable feedback and optimizing financial workflows. Compensation • Competitive compensation of $150–$220/hour., • Independent contractor engagement., • Approximately 10 positions available. Application Process • Submit your application and relevant experience., • Complete any required screening or evaluation., • Complete project onboarding and workflow guidelines training., • Begin project work if selected.

About SaxeCap: SaxeCap is the premier AI transformation and investment platform in private equity. We pioneered the concept of buying out traditional businesses and transforming them with AI in 2018, and today we are the go-to AI transformation partner for 70+ PE firms globally, including 9 of the 10 largest by AUM as well as the world’s leading sovereign wealth funds. We've transformed 200+ businesses across healthcare services, business services, financial services, software, consumer, and more, driving billions of dollars of enterprise value expansion along the way. We operate at the intersection of three businesses: (1) a private equity investment arm, (2) an in-house AI transformation firm that designs and deploys bespoke GenAI, ML, and automation solutions, and (3) a suite of proprietary software products. Our team comes from places like Google, Palantir, Meta, Surge AI, Blackstone, TPG, Cerberus, Millenium, Balyasny, McKinsey, Bain, Oliver Wyman, MIT, Stanford, IIT, GSB, HBS, and Wharton. We were early investors in OpenAI, Anthropic, Groq, SpaceX, Neuralink, Mercor, Lambda Labs, etc. But what makes our team exceptional isn't where they came from or what they've invested in, it's what they ship. We are builders. About the Role: We are hiring an AI Deployment Specialist to join our AI transformation team. This is one of the highest-leverage early-career roles in AI and private equity. You will work directly alongside our VPs and senior leadership across every phase of AI-driven value creation, from evaluating opportunities for PE sponsors, to building transformation roadmaps for portfolio companies, to working with our engineers and data scientists as they deploy solutions into production. You will not be sitting in the back room building slides that someone else presents. From day one, you will be in the room with PE partners, portfolio company executives, and technical teams. You will run analyses that shape investment decisions, conduct the discovery that informs transformation roadmaps, manage workstreams on live AI deployments, and help quantify the EBITDA impact of what we build. The learning curve is steep and the exposure is unmatched. About You: You are early in your career but already operating above your title. You are technical enough to hold your own with engineers and data scientists, structured enough to synthesize complex information into clear recommendations, and scrappy enough to figure things out without being told exactly what to do. You want to be at the intersection of AI and business value creation, and you want reps, not theory. Specifically: • 2 to 5 years of experience in one or more of: strategy consulting, investment banking, private equity, AI/ML engineering, data science, or product management, • You have real technical chops: hands-on experience with Python, SQL, and data analysis tools is expected. Experience with generative AI, machine learning, NLP, or data science is a strong differentiator. You should be able to pull data, run analyses, and prototype solutions, not just talk about them., • You have strong analytical and structured thinking skills, whether from consulting, banking, engineering, or a technical research background, • You have experience managing stakeholder relationships and communicating complex technical concepts to non-technical audiences, • You have product instincts: you understand how to go from a user pain point to a scoped technical solution, and you have some experience coordinating with engineering or data science teams, • You have experience (or strong aptitude for) quantifying the business impact of technology initiatives in financial terms (enterprise value, EBITDA, ROI), • You thrive in fast-paced, ambiguous environments. You can context-switch across multiple projects, manage competing deadlines, and maintain quality under pressure., • You are a self-starter who takes ownership. You don't wait to be told what to do, you identify what needs to happen and make it happen., • Bachelor's and/or Master's degree in Computer Science, Engineering, Mathematics, or a related technical field from a top-tier institution, • Legally authorized to work in the US without sponsorship What Sets the Best Candidates Apart: The AI Deployment Specialists who rise fastest at SaxeCap share a few things in common: • Technical and commercial bilingualism. You can go from a Jupyter notebook to a client presentation without skipping a beat. You understand both the technical mechanics of AI solutions and the business logic of why they matter to a PE sponsor., • Bias toward building. You have evidence of making things: side projects, hackathon wins, open-source contributions, a startup attempt, or a product you shipped at work. We care far more about what you've built than where you've worked., • Analytical horsepower. You can take a messy, ambiguous problem and impose structure on it. Whether that's from case interviews, financial modeling, engineering problem sets, or research, you have a track record of rigorous, logical thinking under pressure., • Speed and ownership. You move fast and take the ball without being asked. The best AI Deployment Specialists at SaxeCap operate with the autonomy and accountability of someone two levels above their title, and get rewarded for it. Compensation & Growth: SaxeCap offers highly competitive compensation, and you will work directly with our senior leadership from day one, with significant client exposure and rapid professional development. The team is lean by design, there are no layers between you and impact. AI Deployment Specialists who perform are promoted quickly and given increasing ownership of client relationships and workstreams.

A great UHY client is seeking an Interim Strategic Finance Manager. The ideal candidate will have strong financial modeling experience, advanced Excel skills, and Power BI expertise, along with the ability to translate complex financial and market data into actionable business recommendations. The Interim Strategic Finance Manager role is a temporary consulting position. This role is remote with minimal travel needed. Interim Strategic Finance Manager Responsibilities • Provide strategic investment planning and financial analysis support to senior finance, practice, and business development leadership., • Lead client and business profitability analysis, including leverage, staffing mix, matter economics, margins, and opportunities for performance improvement., • Develop financial models and business cases supporting strategic investments, new market opportunities, acquisitions, partnerships, and other growth initiatives., • Conduct market, industry, competitive, and client-segment analysis to identify growth opportunities and strategic priorities., • Analyze peer performance, external benchmarks, market trends, and competitive intelligence to identify gaps and opportunities., • Translate complex quantitative analysis into clear, actionable recommendations for senior leadership., • Support strategic planning, scenario analysis, forecasting, and prioritization of growth initiatives., • Partner with Finance, Business Development, Revenue Management, Pricing, Talent, and Data Analytics teams to align assumptions, data, and strategic decisions., • Collaborate with analytics teams to define data requirements and translate analytical outputs into business insights., • Develop dashboards, KPI frameworks, data models, automated reporting, and executive scorecards using tools such as Power BI and Excel., • Establish consistent analytical standards, workplans, financial models, and executive-ready deliverables across strategic finance projects., • Lead and develop a team of financial analysts, providing mentorship, direction, and oversight., • Build scalable market intelligence and strategic finance capabilities that support ongoing business growth., • Manage multiple priorities independently while maintaining a high level of accuracy, professionalism, and confidentiality., • Communicate findings and recommendations effectively to senior leaders and cross-functional stakeholders. Interim Strategic Finance Manager Requirements • Bachelor’s degree in Finance, Accounting, Economics, Business, Statistics, Data Science, Computer Science, or a related field., • 5+ years of experience in strategic finance, corporate development, management consulting, commercial strategy, competitive intelligence, or a related analytical field., • 2+ years of experience managing or mentoring financial, business, or analytical professionals., • Strong financial modeling and business-case development skills., • Advanced Excel skills are required, including complex data analysis and financial modeling., • Power BI experience is required, including dashboarding, data visualization, or KPI reporting., • Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex information into concise business insights., • Experience with profitability analysis, scenario modeling, market analysis, forecasting, or strategic investment analysis., • Excellent written and verbal communication skills, including the ability to create executive-ready presentations and recommendations., • Strong stakeholder management skills and comfort partnering with senior leadership., • Ability to work independently, manage competing priorities, meet deadlines, and perform effectively in a fast-paced environment., • Collaborative, growth-oriented mindset with the ability to mentor analysts and build trusted relationships across Finance and business teams., • Experience in management consulting, Big Four advisory, investment banking, corporate strategy, or competitive intelligence is preferred., • Master’s degree is preferred., • CFA, FPAC, FMVA, or similar financial certification is preferred., • Willingness to travel periodically, as needed., • Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and business information. ---------------------------------- UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.

Job DescriptionDescription: About Us: As a leading federally chartered mortgage bank, we operate across all 50 states, providing top-notch financial solutions. We are committed to empowering our clients and team with unparalleled service and support. Position Overview: We are seeking seasoned Senior Mortgage Bankers with a proven record of success and a high level of financial motivation. This role is ideal for professionals aiming to earn $150,000 or more annually, who have demonstrated stability in their career path—typically having held three or fewer positions in the past five years. What We Offer: • Extensive marketing strategies with significant investment, eliminating the need for self-generated business., • Detailed sales processes to guide you to success., • Best in industry compensation structure for bankers provided with leads., • Comprehensive training program designed to expedite your earnings., • Access to cutting-edge AI tools to enhance business generation., • Federal charter allowing operations across all 50 states., • Experienced in-house operations staff for seamless Processing, Underwriting, and Closing., • Quick loan closing times, with a goal of 35 days or less., • Specialization in VA lending, FHA, jumbo, and conventional loans., • Remote working environment with abundant support staff., • Ongoing coaching and training from top industry sales leaders. Key Responsibilities: • Originate loans across the United States without the need for state-specific licenses., • Leverage our comprehensive systems to connect with clients., • Collaborate effectively with team members and Operations partners., • Utilize our vast marketing resources and in-house systems to drive success., • Manage time efficiently to handle a high volume of inbound leads.Requirements:, • Proven experience and success as a mortgage banker., • No more than three different job roles within the last five years., • Highly motivated by financial success, aiming for $150,000+ annual earnings., • Strong work ethic and ability to quickly learn new systems., • Excellent interpersonal and communication skills., • Comprehensive knowledge of current loan guidelines and procedures., • VA and FHA lending experience strongly preferred., • Favorable credit and background check. Veterans are strongly encouraged to apply. How to Apply: Please use the link to apply and include your resume and a brief cover letter explaining your interest and experience. We can’t wait to see how you’ll shape the future of mortgage banking with us! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities • Help devise customized financial strategies for existing and prospective clients, • Prepare pitch books and meeting materials, • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives, • Become an expert in a range of proprietary models to provide recommendations on tailored solutions, • Conduct research and analysis; assist with product development and prospecting efforts, • Research client inquiries and manage follow up communication and materials, • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications, Capabilities, and Skills • Bachelor's degree with a minimum overall GPA of 3.2, • No more than two years of work experience following completion of undergraduate program, • Demonstrated apititude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills • Superior multi-tasking and organizational skills, • Excellent communication skills and poise giving presentations, • Genuine interest in financial markets and macro-level economic trends, • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Convert inbound and outbound leads into mortgage loan applications, • Source all business and logging all contacts with prospects, • Use consultative selling of Purchases Loans in a call center environment, • Recommend optimum product/rate program combinations to prospects, • Ensure compliance with applicable statues and procedures, • Provide feedback on lead quality, • Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills • Ability to read, write and speak Spanish fluently., • Proficient with Microsoft Applications (Word, Excel and PowerPoint), • Self-motivated and detail oriented, • Excellent oral and written communication skills, • Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner, • Demonstrated ability in providing superior customer service and consultative selling Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Call Center experience, • Marketing, promoting, relationship building, and consulting skills, • Experience in the Financial Services, Mortgage, Auto, Medical or Education industries Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

The Chase Home Lending Product Strategy team creates a Home Lending product ecosystem that consistently converts market trends, customer needs and innovative solutions into an intentionally focused portfolio of work for our product teams that achieves the highest value priorities and transforms the business through speed, scale, and automation. As the Senior Product Strategy Associate in Chase Home Lending, you will have the opportunity to bring your mortgage industry knowledge and curiosity to a team focused on shaping the future of home lending products and programs. You will work across multiple areas of the business in Consumer and Correspondent Originations and Servicing to focus on building strategies covering the full breadth of Home Lending products as well as other strategic initiatives. You will partner with experienced product managers and business leaders to evaluate opportunities, solve complex problems, and support the development of customer and employee focused solutions. If you enjoy learning new subject areas, building relationships, and turning analysis into action, this role offers broad exposure and meaningful impact. Job Responsibilities • Support the evaluation of mortgage product, policy, and process enhancement opportunities through research, analysis, and stakeholder engagement., • Support the assessment of investor, agency, regulatory, and market changes to evaluate impacts to existing products, programs and strategic priorities., • Assess competitive, industry and market information to identify emerging trends and opportunities to inform future product strategy recommendations., • Analyze business performance, customer experience, operational processes, and strategic priorities to develop recommendations., • Collaborate across the Product Strategy team and with functional partners to develop business cases, product strategy recommendations, governance materials and supporting materials for leadership review and decision-making., • Coordinate discovery activities and gather input from Operations, Risk, Legal, Compliance, Finance, Capital Markets, Technology, and other key stakeholders., • Contribute subject matter expertise and business support throughout the implementation lifecycle of approved initiatives. Required Qualifications, Capabilities, and Skills 5+ years of experience in mortgage banking, product management, strategy, operations, or risk management, with working knowledge of both Originations and Servicing. • Working knowledge of mortgage products, processes, and the home lending lifecycle; Experience conducting research, analysis, and problem solving to support business decisions., • Ability to translate complex information from diverse sources into clear, actionable business insights by preparing presentations, reports, communications, and recommendations for business stakeholders., • Strong written and verbal communication skills, with the ability to coordinate activities, track dependencies, decisions, and action items across multiple workstreams. Demonstrated flexibility, adaptability, and organizational skills, with the ability to manage multiple priorities and deliver high-quality work in a fast-paced environment Demonstrated learning agility and ability to quickly develop subject matter expertise in new products, processes and business topics. Bachelor's degree or equivalent experience Preferred Qualifications, Capabilities, and Skills • Knowledge of Agency, Government, Portfolio, Home Equity, or secondary market products., • Familiarity with Home Lending investor requirements and mortgage industry trends., • Experience supporting governance, prioritization, or cross-functional decision-making processes. Experience evaluating business, customer, operational, or financial impacts to support recommendations and decision-making. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job ResponsibilitiesHelp devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materialsCollaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectivesBecome an expert in a range of proprietary models to provide recommendations on tailored solutionsConduct research and analysis; assist with product development and prospecting effortsResearch client inquiries and manage follow up communication and materialsAs you progress in your role, you will assume significant responsibility by interacting frequently with seniormanagement and working directly with clientsRequired Qualifications, Capabilities, and SkillsBachelor’s degree with a minimum overall GPA of 3.2 No more than two years of work experience following completion of undergraduate programDemonstrated aptitude for sales and client relationship managementPreferred Qualifications, Capabilities, and SkillsSuperior multi-tasking and organizational skills Excellent communication skills and poise giving presentationsGenuine interest in financial markets and macro-level economic trendsAbility to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Full timePosting Date: 2026-09-18

The Treasury Management Product Manager is responsible for leading the strategy, development, and performance of Seacoast Bank's Treasury Management receivables solutions. This role partners across Sales, Service, Product, Technology, and Banking teams to deliver integrated, client-centric products that drive value and competitive differentiation. The Product Manager oversees the product roadmap, pricing, and performance metrics, while staying ahead of industry trends and regulatory changes. A key focus includes supporting client integration efforts tied to bank acquisitions and ensuring seamless delivery of digital and operational capabilities. Love building great products, solving complex challenges, and making businesses' lives easier? Join Seacoast Bank as our Treasury Management Product Manager and lead the strategy, growth, and success of our receivables solutions. You'll work with teams across Sales, Technology, Service, and Banking to bring innovative ideas to life, shape the product roadmap, and keep our solutions ahead of the curve. From launching enhancements to supporting client integrations during acquisitions, you'll help ensure everything runs smoothly (and that everyone's coffee consumption stays within acceptable limits). If you're equal parts strategist, collaborator, and problem-solver, and you get excited about turning big ideas into real results, this could be your next great move. The Treasury Management Receivables Product Manager will work closely with Clients, Sales, Product peers, Strategy, Technology and Vendors to identity opportunities and use cases where Seacoast Bank can develop value-based solutions. • Lead the Treasury Management product suite, executing the receivables strategy across Remote Deposit Capture (RDC), Lockbox solutions (Wholesale, Retail, Specialty), Healthcare Remittance, Bill Payment, Electronic Invoice Presentment and Payment (EIPP), and Integrated Receivables., • Manage the product roadmap and develop business cases to justify investment decisions., • Monitor industry trends, regulatory changes, and competitor offerings; translate insights into actionable product enhancements., • Stay current with the industry's product and technology landscape and contribute innovative ideas to the team., • Oversee key product performance indicators, conduct trend analysis, and manage Treasury Management pricing., • Develop sales and customer-facing tools, including pitch materials, product descriptions, implementation guides, and marketing content., • Provide training and support to the sales team to ensure effective product positioning and delivery., • Demonstrate expertise in Treasury Management commercial digital platforms such as Q2, receivables platforms, and billing system integrations including FIS XAA., • Maintain familiarity with integration to client account systems to support seamless product deployment., • Collaborate with business partners to prioritize market opportunities and assess Seacoast Bank's strategic positioning and competitive advantage., • Serve as a Subject Matter Expert for product-related inquiries, ensuring alignment with internal policies and procedures., • Uphold accountability for risk management by fostering open communication, elevating concerns, and adhering to defined protocols., • Support and comply with all enterprise governance processes., • Consistently act in the best interests of customers and colleagues, driving a positive customer experiences., • Adhere to Seacoast Bank's Code of Conduct. Education and/or Experience: • 3 to 5+ years of experience in Treasury Management demonstrating success taking an idea from concept to fully launched solution in the Treasury Management product space., • Ability to manage multiple projects and work in a fast-changing environment., • Strong consultative and well-articulated communication and writing skills with the ability to interact and influence at all levels of the organization., • Identifies new opportunities by creating bonds of trust with team members, customers, and clients., • Business acumen and understanding of business processes related to Treasury Management products and customers., • Ability to have fun and a willingness to try new things and challenge the status quo., • Strong analytical skills with ability to work through complex concepts/data and present well thought-out, simple solutions., • Ability to self-motivate and work well independently and with different teams; A self-starter with the ability to work in a fast-paced environment with minimal supervision., • Project Management skills-experience is required., • CTP Certification is preferred. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time. In this role you will: • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships, • Lead discovery?driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency., • Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease., • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience, • 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: • Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience, • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments, • Experience assessing needs and recommending products and services for consumer and business customers, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others, • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments, • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s) Job Expectations: • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship Posting Location: • 1511 County Road 220, ORANGE PARK, FL 32003-7926, • 12222 San Jose Blvd, JACKSONVILLE, FL 32223-0742, • 7991 Normandy Blvd, JACKSONVILLE, FL 32221-6640, • 400 Blanding Blvd, ORANGE PARK, FL 32073-5028, • 2465 Blanding Blvd, MIDDLEBURG, FL 32068-5163, • 9550 Argyle Forest Blvd, JACKSONVILLE, FL 32222 Posting End Date: 21 Oct 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Build a stronger, more proactive control environment for one of the firm's most important customer journeys. You will help protect customers and the business by identifying risk early, improving controls, and driving timely remediation. You'll partner with teams across the firm and influence outcomes through data, sound judgment, and clear communication. Join a team that values collaboration, continuous improvement, and innovation. As a Vice President, Control Manager in the Home Lending organization within Consumer and Community Banking, you will lead the design and evolution of an enhanced control framework that supports continuous, integrated risk assessment. You will drive top-down risk analysis, real-time issue detection and escalation, root cause analysis, and sustainable remediation. You will partner closely with key stakeholders to identify control gaps, strengthen processes, and improve transparency into control health. You will also use data, automation, and technology to advance an effective and scalable control environment. Job responsibilities • Lead the design, execution, and ongoing enhancement of controls across the mortgage lifecycle, including originations, fulfillment, closing, servicing, and default operations, • Evaluate regulatory and operational risks within mortgage lending and develop strategies to strengthen the control environment, • Provide oversight and effective challenge for risk assessments, control evaluations, issue management, and remediation to meet internal standards and regulatory expectations, • Partner with business, Compliance, Legal, Operational Risk, Audit, and Technology stakeholders to identify control gaps and implement sustainable solutions, • Support regulatory examinations, internal audits, and control testing by providing subject matter expertise and ensuring remediation is completed effectively, • Monitor key risk and control indicators, industry trends, and regulatory developments to proactively identify risks and drive continuous improvement, • Lead root cause analysis for control failures, regulatory issues, customer impacts, and process breakdowns, and oversee corrective action implementation, • Drive governance routines, executive reporting, and senior leadership risk discussions to provide transparency into the control environment, • Leverage data analytics, automation, and technology to anticipate trends, translate business needs into solutions, and improve control effectiveness, • Strengthen operational resilience by partnering on anti-fraud and cybersecurity control priorities relevant to Home Lending processes, • Lead, coach, and develop a diverse team while fostering a culture of operational excellence, innovation, and accountability Required qualifications, capabilities, and skills • 7 years of experience in financial services with background in controls, audit, compliance, and/or operational risk management and/or Home Lending, • Strong knowledge of mortgage servicing and/or originations processes and related regulatory requirements, • Demonstrated ability to make independent, risk-based decisions and apply sound judgment in complex situations, • Experience designing, improving, and operating control frameworks and escalation procedures, • Experience with control execution, control evaluations, risk assessments, process mapping, and control testing, • Proven ability to lead issue identification, escalation, root cause analysis, and remediation planning/execution, • Strong stakeholder management skills, including partnering across Compliance, Legal, Operational Risk, Audit, and Technology, • Strong communication and presentation skills, including executive-ready written and verbal updates, • Strong analytical skills, including the ability to interpret data, challenge assumptions, evaluate trade-offs, and drive decisions, • Deep understanding of mortgage regulatory requirements, including TRID, RESPA, TILA, HMDA, ECOA, fair lending, UDAAP, and related consumer protection requirements Preferred qualifications, capabilities, and skills • Experience strengthening policies and procedures by interpreting regulatory requirements in ambiguous scenarios, • Experience building data-driven business cases to prioritize control enhancements and remediation, • Demonstrated ability to identify and implement automation opportunities to improve control performance and monitoring, • Experience developing key risk and control indicators and using them to drive proactive risk management, • Prior experience supporting significant regulatory examinations and complex audit engagements, • Experience leading teams through change management for complex operational and control initiatives, • Experience establishing knowledge-sharing routines, repositories, and lessons-learned practices to prevent recurrence Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Control Management maintains a strong and consistent control environment through a joint accountability model that aligns managers with each function and region to mitigate operational risk. The team focuses on four areas: Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies and Control Governance & Reporting.

DESCRIPTION:Duties: Lead advanced analysis of petabyte-scale, multi-source datasets-including streaming, cloud, and legacy systems-to support reporting, predictive modeling, and Al-driven solutions. Translate business objectives into scalable technical strategies and deliver end-to-end data solutions that maximize product value. Design and implement AI-enabled data transformation pipelines using NLP and generative AI to automate metadata tagging, enhance data quality, and streamline documentation. Oversee multiple data initiatives by managing priorities, milestones, KPIs, and stakeholder communication while mitigating risks and inefficiencies. Partner cross-functionally with Product, Marketing, Operations, Technology, and Data teams to strengthen the data ecosystem and ensure foundational data needs are met. Apply domain expertise in Home Lending analytics, mentor junior team members, and promote best practices in data management and innovation.QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, Management Information Systems, Data & Analytics or related field of study plus 7 years of experience in the job offered or as Data Scientist, Business Intelligence Developer, Software Engineer, or related occupation.Skills Required: This position requires three (3) years of experience with the following: developing production-grade data pipelines and ETL workflows using Python including libraries Pandas, NumPy, and SQLAlchemy and PySpark for distributed data processing of datasets; developing, optimizing, and maintaining SQL stored procedures with dynamic parameterization, error handling, and performance tuning for operational reporting systems in Microsoft SQL Server, Oracle database, Teradata and Snowflake architecting and implementing big data solutions using Hadoop ecosystem components including HDFS, Hive, and MapReduce for processing multi-terabyte datasets; conducting PySpark optimization techniques including partitioning strategies, broadcast joins, and memory management for cluster computing environments; designing and deploying end-to-end data solutions on AWS cloud infrastructure, including S3 for data lake architecture with lifecycle policies and versioning and RDS and Aurora for relational database management with high availability configurations; Using Amazon Redshift for data warehousing, optimizing distribution keys and sort keys for performance and scalability; Conducting serverless SQL querying and analysis of petabyte-scale datasets ssing Amazon Athena; orchestrating and automating data workflows using AWS services including Glue, Lambda, EMR, and Step Functions; Administering and optimizing Snowflake for enterprise data warehousing, including virtual warehousing, time travel, zero-copy cloning, building data pipelines, and implementing streams and tasks for automated and real-time data processing; Designing and optimizing Teradata and Oracle databases, performing performance tuning, workload management, data modeling, PL/SQL development, partitioning, indexing, and query optimization to ensure efficient, high-volume data processing; Developing and maintaining Microsoft SQL Server, designing ETL workflows with SSIS, implementing indexing strategies, high availability, T-SQL analytics, and ensuring secure, scalable, and high-performance data solutions; designing normalized and denormalized database schemas supporting OLTP and OLAP workloads; developing interactive dashboards and reports using Tableau including calculated fields, parameters, and LOD expressions; developing interactive dashboards and reports using Power BI including DAX, Power Query, and custom visuals; data quality management processes including profiling, cleansing, validation, and monitoring with measurable quality metrics including accuracy, completeness, and consistency using Tableau and Power BI; participating in sprint planning, daily standups, retrospectives, and delivering iterative data solutions in Agile Scrum environments; applying project management techniques including scope definition, resource allocation, risk management, and stakeholder communication for data initiatives.Job Location: 7255 Baymeadows Way, Jacksonville, FL 32256.Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.Full timePosting Date: 2026-09-29

Senior Associate in Business Banking Lending Finance Bring your analytical expertise to a role where your work directly shapes small business lending strategy. You'll join a team that turns complex performance and pricing questions into clear, decision-ready insights. Partnering closely with Product, Risk, Credit Decisioning, Legal, and Compliance, you'll help deliver well-governed pricing outcomes. If you thrive in ambiguity and enjoy building scalable processes, you'll find meaningful impact here. As a Senior Associate in Business Banking Lending Finance, you will support pricing analysis, forecasting, and management reporting across retail and wholesale lending portfolios. You will translate business cases into financial performance analysis, generating actionable insights that help leaders make informed decisions. You will contribute to initiatives from concept through implementation and ongoing monitoring, working closely with stakeholders to interpret results and shape key decisions. You will also identify opportunities to improve the efficiency of management reporting while maintaining strong governance and controls. Job Responsibilities: • Collaborate with Product, Credit Decisioning, and Risk partners to provide finance support for lending pricing strategy from concept through implementation and ongoing monitoring., • Develop and maintain financial analysis models and tooling in partnership with modeling teams, ensuring strong controls, clear documentation, and long-term sustainability., • Evaluate relationship-based pricing and discount requests through economic assessments (e.g., profitability, shareholder value added, and return on equity) and document recommendations., • Support core pricing economics by governing key economic, capital, and expense assumptions and delivering decision-ready analysis for product strategy business cases., • Refresh and maintain pricing parameters to ensure timely updates to rate grids, floors and ceilings, segmentation, and other pricing levers., • Lead and contribute to ad hoc analyses and deep dives on key business questions, including pricing tests to assess trade-offs across rate, volume, risk, and profitability., • Own management dashboards and reporting, identifying opportunities to modernize through data centralization and the development of intelligent solutions and user tools. Required qualifications, capabilities, and skills: • 4+ years of progressive experience in finance, analytics, pricing, or business management., • Bachelor's degree in finance, statistics, accounting, or a related field., • Strong financial acumen and ability to solve complex problems using data-driven analysis., • Proven ability to operate independently, manage multiple priorities, and deliver results in a dynamic environment., • Strong stakeholder management skills with the ability to influence partners at multiple levels., • Experience developing business cases and recommendations that connect analysis to decision-making., • Proficiency in Excel and PowerPoint, with strong data analytics capability including data mining and manipulation using SQL, alteryx or similar., • Excellent communication skills, including the ability to present clearly and tell a story with data., • Demonstrated ability to improve processes, support automation, and partner effectively with product teams., • Strong attention to detail with a well-organized, solutions-oriented approach. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Responsible for all aspects of product, pricing, hedging, and trading of residential mortgage loans that are designated as Held for Sale as well as Held for Investment. Aligned with the bank's broader Risk Appetite Statement, this role will be responsible for recommending, managing, and implementing product design/guidelines and execution strategies. This position will own/manage segment level P&L for the origination, processing/manufacturing, sale/securitization, and servicing of residential mortgage loans. Responsibilities will include executing pooling and delivery to the Agencies and whole loan sales to private investors. Responsible for cross-functional partnership with leaders across CNB's US Mortgage Banking group. Core mission is to support the safety/soundness of CNB and to develop best in-class processes, policies and procedures that align with regulatory processes and documentation. The Capital Markets Manager will also partner internally with the finance, data, operations, legal, and risk teams to provide a markets/funding perspective on revenue forecasting, product strategy and operational requirements. The colleague is responsible for developing and implementing new secondary market and portfolio/in-house mortgage programs, as well as, enhancements or modifications to existing programs. This position is a senior level position within CNB and is to provide secondary market and capital markets leadership across the entire residential lending footprint from sales to production and servicing operations. What Will You Do? • Develop and lead mortgage secondary market activities and initiatives, • Develop and manage product, investor, trading/counterparty relationships, • Identify and develop new investors that align with high liquidity and safe/sound banking execution, • Optimize profitability through best execution analysis (product, pricing, counterparty and operational in nature), • Consistently execute with best-in-class benchmarks to Agencies and private investors, • Work closely with the Residential Lending Product and Pricing team to create and implement pricing strategies and production reporting, • Coordinate with Treasury on balance sheet management and hedging as needed, • Execute Fannie Mae pooling commitments. Execute Fannie private investor cash loan sales. Seek best execution with pooling and cash sales. Oversee the sales/pools with Post-Closing/Shipping and Mortgage Accounting., • Provide guidance and access to appropriate mortgage loan programs, keeping current with any changes in the market, whether it is a new loan program or enhancements to existing loan programs., • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity., • Develop liquidity options/chambers in partnership with Treasury and other stakeholders for both on balance sheet and off-balance sheet structures., • Develop loan sale, retained, and released strategies for MSRs, in connection with emerging regulatory guidance and effects on banks. What Do You Need To Succeed? Required Qualifications* • Bachelor's Degree or equivalent, • 20+ years of experience in residential mortgage secondary marketing, • 10+ years of experience dealing with Fannie/Freddie affordability programs such a as Home Ready or Home Possible is strongly preferred, • 15+ years of experience with delivery to Fannie Mannie/Freddie Mac, • 10+ years of experience with sales of non-Agency / non-QM loans, • 10+ years of experience with structuring private-label residential mortgage-backed securities, • 15+ years of mortgage pricing engine software implementation experienceAdditional Qualifications, • Strong collaboration and team skills with a focus on cross-group collaboration, • Strong leadership experience with the ability to effectively manage and engage teams, • Skill in collecting and analyzing complex data, • Strong critical thinking skills with ability to frame business issues and apply data analysis to support strategic decision-making What's In It For You? Compensation Starting base salary: $195,995 - $364,003 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement About Us Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: 98904607968Posted: 2026-09-22Location: Jacksonville, Florida, United StatesSalary: $113,840.00 - $170,760.00Category: Technology, Architecture, ProfessionalCompany: CitiAbout Citi:Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.About the Team:The Lead Solutions Architect is a strategic professional positioned at the intersection of credit card domain expertise and cutting-edge generative AI innovation. This role offers a unique opportunity to build foundational knowledge in one of Citi's most dynamic business areas—U.S. Credit Cards—while working alongside some of the brightest engineering minds in the organization. We seek an intellectually curious, technically skilled individual who thrives on learning, embraces complexity, and is eager to shape the future of AI-driven financial services from the ground up.The successful candidate will embark on a transformative journey, mastering credit card domain knowledge as the essential foundation for applying generative AI and machine learning to real-world business challenges. You will contribute to building the technical and domain expertise required for the Forward Deployment Engineer role, working hands-on with backend systems, web applications, databases, and middleware while gaining exposure to modern DevOps practices, cloud platforms, and containerization. Your work will directly impact how Citi leverages AI to reimagine customer experiences, streamline operations, and deliver innovative solutions at scale—all while learning from world-class engineers who are redefining what's possible in financial technology.Responsibilities:Provides architectural vision for assigned IT systems, including those that support Internet applications, ensuring that architecture conforms to enterprise blueprints.Develops architecture, strategy, planning, and problem solving solutions on assigned systems. Interfaces across several channels, acting as a visionary to proactively assist in defining direction for future projects.Maintains continuous awareness of business, technical, and infrastructure issues and acts as a sounding board or consultant to aid in the development of creative solutions.Depending on project scope, may be accountable for end-to-end results including such items as: budgeting, policy formulation as well as providing future state technology strategies for an effort.Interfaces with vendors to assess their technology and to guide their product roadmap based on Citi requirements.Exhibits in-depth knowledge of how own specialism contributes to the business and has a good understanding of the commercial environment.Provides thought leadership in subjects that are key to the business.Requires sophisticated analytical thought to resolve issues in a variety of complex situations. Impacts the technology function through contribution to technical direction and strategic decisions.Uses developed communication skills to negotiate and often at higher levels.Performs other job duties and functions as assigned. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Design Solution Architecture For Cloud Native ApplicationsSelecting Project Technology StackPerform Project Architecture ReviewsCloud Architecture Reviews (CART)Partner with all internal/external stakeholders to provide solutions to business and engineering teamQualifications:6+ years of hands-on technical experience in software development, with strong proficiency in backend programming and system design.Hands on Experience of technologies like Java, Tibco, Python, AI/ML, COBOLDeep expertise in backend programming languages such as Java (Spring Boot, Spring Framework, Hibernate), Python 3.x (FastAPI, Flask, Django), C#, or Node.js, with proven ability to build scalable, production-grade applications.Strong proficiency in web development technologies including HTML5, CSS3, JavaScript (ES6+), TypeScript, and modern frontend frameworks such as React, Angular, or Vue.js.Hands-on experience with relational databases such as Oracle, PostgreSQL, MySQL, or SQL Server, including schema design, SQL query optimization, indexing strategies, and transaction management.Experience with NoSQL databases such as MongoDB, Cassandra, DynamoDB, or Redis for handling unstructured or semi-structured data at scale.Proven experience with middleware technologies such as Apache Kafka, RabbitMQ, IBM MQ, TIBCO, or MuleSoft for building event-driven architectures and integrating enterprise systems.Strong understanding of RESTful API design and development, including API versioning, authentication (OAuth 2.0, JWT), and best practices for microservices communication.Experience with message-oriented middleware (MOM) and enterprise service bus (ESB) patterns for asynchronous communication and system integration.Familiarity with CI/CD tools and practices such as Jenkins, GitLab CI/CD, GitHub Actions, or Azure DevOps, including building automated pipelines for testing and deployment.Knowledge of cloud platforms such as AWS (EC2, S3, Lambda, RDS), Microsoft Azure (App Service, Functions, Cosmos DB), or Google Cloud Platform, with experience deploying and managing cloud-based applications.Experience with containerization technologies such as Docker and orchestration platforms like Kubernetes, OpenShift, or Amazon EKS for deploying microservices.Understanding of DevOps principles and practices, including infrastructure as code (Terraform, CloudFormation), configuration management, and continuous delivery.Strong knowledge of version control systems such as Git, including branching strategies, pull request workflows, and collaborative development practices.Familiarity with monitoring and logging tools such as Splunk, ELK Stack, Prometheus, Grafana, or Datadog to ensure application reliability and performance.Understanding of security best practices including secure coding standards, encryption, authentication, authorization, and compliance requirements in financial services.Eagerness to learn credit card domain knowledge, including payment processing, fraud detection, customer management, and regulatory compliance.Strong analytical and problem-solving skills with the ability to troubleshoot complex technical issues and optimize system performance.Consistently demonstrates clear and concise written and verbal communication skills with the ability to collaborate effectively with cross-functional teams.Self-starter with intellectual curiosity, a passion for learning new technologies and business domains, and the ability to work independently.Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities and delivering high-quality results.Education:Bachelor's/University degree in Computer Science, Engineering, Information Systems, or related technical field, or equivalent experience; Master's degree preferred.------------------------------------------------------Job Family Group: Technology------------------------------------------------------Job Family:Architecture------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Jacksonville Florida United States------------------------------------------------------Primary Location Full Time Salary Range:$113,840.00 - $170,760.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------Anticipated Posting Close Date:Sep 29, 2026------------------------------------------------------Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.Illinois residents – AI Notice and Right------------------------------------------------------Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.

Join our Home Lending Regulatory Program Management Office as a Project Manager and take ownership of complex, high-impact regulatory and investor-driven projects. We're seeking a results-oriented leader with deep mortgage experience, advanced communication and technical skills, and a passion for delivering meaningful outcomes in a fast-paced, challenging environment. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Project Manager- Home Lending Regulatory in the Program Management Office (PMO), you will play a pivotal role in delivering projects that are essential to our business and industry and you'll collaborate with cross-functional teams, guiding initiatives from initial planning through to successful completion. This is a dynamic, fast-paced environment where your strategic thinking, attention to detail, and ability to navigate ambiguity will be highly valued and you'll facilitate impactful working sessions, prepare executive materials, and ensure all project documentation meets audit and compliance standards. You will also coordinate resources across multiple projects and may involve managing staff as the team evolves. Job responsibilities: • Lead the planning, execution, and delivery of complex regulatory and investor-driven projects in Home Lending., • Develop project roadmaps and detailed task plans to ensure timely delivery with compliance deadlines., • Facilitate cross-functional sessions to review new regulations, identify impacts, and define business requirements., • Assign and track project tasks, drive accountability, and escalate risks or issues as needed., • Prepare and present clear, concise updates and materials for executive audiences and governance meetings., • Ensure strict adherence to the PMO's project management framework, maintaining comprehensive, audit-ready documentation., • Thrive in a culture of transparency, continuous feedback, and process improvement., • Delegate tasks efficiently, clarify roles and responsibilities, and seek support when needed to meet project goals., • Represent the PMO's brand through polished communication, leadership, and consistent professionalism. Required qualifications, capabilities, and skills: • Bachelor's-level education or equivalent work experience., • Seasoned experience leading complex projects or programs, ideally in home lending, mortgage servicing, or financial services., • Strong understanding of project management methodologies and experience working within a structured, controlled framework., • Proven ability to deliver results under tight deadlines and shifting priorities, and comfortable navigating ambiguity, adapting to change, and maintaining focus on outcomes., • Exceptional verbal and written communication skills, with experience preparing and delivering presentations to senior leaders and skilled at facilitating large meetings, building consensus, and translating complex requirements into actionable plans., • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Project), with the ability to create executive-level materials and manage complex project documentation., • High attention to detail, strong organizational skills, and a disciplined approach to planning and documentation, and able to hold others accountable, resolve conflicts, and escalate issues when necessary. Preferred qualifications, capabilities, and skills: • Seasoned project or program management experience in home lending, mortgage servicing, or financial services., • Professional certifications such as PMP, Lean Six Sigma, Agile, or Scrum Master., • Demonstrated experience working with geographically distributed and culturally diverse teams., • Familiar with regulatory audits and compliance documentation., • Experienced with process improvement, automation, or digital transformation initiatives., • Prior leadership experience with potential for future people management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Aduro Advisors is looking for bright and talented individuals to join our team working to support top-tier clients in the Venture Capital & Private Equity space. Assistant Controllers have a dynamic role comprised of managing client relationships, executing on our mission of practical technical excellence, and playing a pivotal role in the growth and development of their team. Why Aduro? We're not your typical fund administrators. We're modern, innovative, and backed by deep industry experience, allowing our clients to focus on investing while we handle the details. We pride ourselves on providing our clients with thoughtful and adaptable service while leveraging best-in-class technology. We thrive in a people-first culture where each team member can impact the success of the business. We do this by investing heavily in training and development programs, providing ample opportunities for growth, and focusing on fostering a culture of collaboration and community. An Assistant Controller is a leader in a team focused on a dedicated set of clients with the goal of delivering on the high quality of service and technical work Aduro is known for. The Assistant Controller role is multifaceted in that you need to be able to play the role of preparer and reviewer at any given time. In-depth knowledge and industry experience will enable you to best support your team and our clients. This is not a single focus role; Assistant Controllers balance the needs of our clients with the needs of their team and provide solutions. This role is ideal for someone with strong project management skills and thrives on finding solutions to new problems. Here is the type of work you will do: • Act as the main-point-of-contact for multiple clients including:, • Managing workflow and coordination of work amongst Aduro team members including but not limited to your Senior Controller or Controller, Accounting Managers, Staff Accountants and Management Company Team members, • Setting up and running recurring client check-in calls. Topics to be covered include current status, open items, and an update from client on upcoming operational needs, • Responding to ad-hoc client requests in a thoughtful and professional manner that is in-line with Aduro processes and industry best practices, • All client request emails should be responded to within 24 hours, • Reconcile banking transactions, prepare journal entries and maintain the general ledgers in accordance with US GAAP in the accounting system (Xero), including oversight of these activities performed by junior members of the team, • Drive month-end close process and raise follow-up questions to the Senior Controller, Controller or client (as appropriate), • Reconcile and maintain investment information for all fund investments, • Prepare and/or review quarterly financial statements including partners' capital allocations, • Utilize proprietary investment management database (FundPanel) to send investor correspondence including capital contributions, distributions, and quarterly reporting, • Update FundPanel for fund activity and investments, • Coordinate the preparation of audit materials by the team and manage year-end financial statement audit and tax work, • Use a risk-based approach to effectively delegate tasks to more junior members of the team and act as a reviewer of their work, • Proactively seek opportunities to assist the Senior Controller and/or Controller and gain exposure to more complex or higher risk tasks, • Take ownership and responsibility for your own growth and development by proactively identifying your own training needs and seeking to fill these with the resources available at Aduro, • Provide coaching and guidance to junior members of the team, and assist the Senior Controller / Controller by identifying training needs within the team The salary range for the Assistant Controller position is $90,000 - $120,000. Salary is determined based on current market data and candidate experience level. Employees in the Assistant Controller role are eligible to participate in the Aduro Bonus Program. While Aduro team members work from home across the US, we are only able to hire in the following US states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington. You may be successful in this role if: • You have approximately 3-5 years of experience in the alternative asset industry; Venture Capital and/or Private Equity experience is preferred, • External auditor experience / CPA certification / MBA a plus, • You have an in-depth understanding of US GAAP and partnership accounting including complex allocation waterfalls, • You have experience in a client-facing role leading engagements on multiple clients, • You are naturally resourceful, driven and have strong problem-solving skills, • You see the value in providing excellent customer service, being thoughtful and know the details make the difference, • You have a passion for mentoring and coaching team members, • You are prepared to "roll up your sleeves" and help the team when needed, • You are proficient in Microsoft Excel and accounting systems such as Xero or Quickbooks Perks of Working at Aduro: • Competitive salary, • Health/Dental/Vision Insurance, • Life Insurance, • Short-Term Disability, • Long-Term Disability, • Paid Time Off (PTO) & company holidays, • 401k with Employer Match, • Company-wide social events and programs, • Dog-friendly office in downtown Denver

Corporate Title: Vice President Location: Jacksonville, FL USD Cash Operations team is primarily responsible for the provision of payment processing and investigation services to our global Financial Institution (FI) and Corporate Clients. The team also undertakes an element of Funds Release and Static Data activities. USD Cash Operations is primarily supporting the Corporate Bank business. Corporate Bank provides commercial banking products and services for both corporate clients and financial institutions worldwide. Our universal expertise and global network allow us to offer truly integrated and effective solutions. A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs Identify and prioritize product and service improvement opportunities and create plans for implementation Utilize comprehensive knowledge of the company's internal operations to develop forward-looking focus for business Support bank strategy, proactively identifying and managing areas of risk Maintain relationships with relevant internal and external stakeholders including regulators, market vendors and internal divisions Communicate changes to operational requirements and their impact on relevant processes and controls Functions as Operations Lead with minimum guidance and accountable for ensuring day-to-day activities are aligned to the Business objectives, banks mission and strategic goals Ensures appropriate escalation of operational, regulatory and other risks to the department Responsible for the execution of all projects within payments while driving transformation and continuous improvement Degree and/or some knowledge of Wire/ High Value Payment (HVP), Automated Clearing House (ACH), Checks Payment Processing is required Have high attention to detail and organization skills Can work in fast paced environment with deadlines, able to keep pace with technical innovation and maintain a broad understanding of the Business offering Have previous experience across multiple product areas with respectable knowledge of cash management products (i.e. Funds Transfer, SWIFT, ACH, HVP, Check processing, Lockbox, Investment Sweeps) Self-driven working style Have excellent team worker skills and the ability to work in virtual global teams and a matrix organization It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $93,000 to $143,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation. Job Duties: • Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc., • Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses, • Develops client relationships through deal execution and pitching, as appropriate, • Analyzes companies and industries and works directly with client management teams, • Prepares pitch books, sells memoranda and management presentations, • Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas, • Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts, • Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes) Supervisory Responsibilities: • Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required, • MBA, preferred Experience: • Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,, • Experience in middle market M&A sell side investment banking, preferred License/Certifications: • FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required Software: • Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Excellent verbal and written communication skills, • Superior analytical and research skills, • Solid organizational skills especially ability to meet project deadlines with a focus on details, • Ability to successfully multi-task while working independently or within a group environment, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Ability to successfully interact with professionals at all levels Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $135,000 - $175,000 Maryland Range: $135,000 - $175,000 NYC/Long Island/Westchester Range: $135,000 - $175,000

Job Description Established in 1937, Jacksonville Area Legal Aid is a nonprofit law firm focused on delivering economic, social, and housing justice to low-income and at-risk individuals and families on the First Coast. JALA, a 501(c)(3) not-for-profit corporation, has a budget of approximately $12.5 million, and in an average year, we manage over 30 grants. JALA seeks a Chief Financial Officer (CFO) to lead our financial operations in service to our mission. As a member of the Executive Management Team, the CFO plays a critical role in developing and implementing JALA’s overall financial strategy to carry out JALA’s mission and advocacy objectives. The CFO manages and oversees the accounting unit, which focuses on JALA’s finances, financial reporting, budgeting, fiscal policies, and fiscal compliance. The CFO is a fiduciary of the organization in conjunction with the President & CEO, the Executive Management team, and the Board of Directors. The CFO oversees financial compliance for government (federal, state, and local government) contracts and private grants. Salary commensurate with experience. Benefits package include, but are not limited to, hybrid work model, medical, dental, vision, long-term disability insurance, group life insurance, 401(k) (match 100% of deferrals up to 6% of compensation), generous leave policy (13 paid holidays plus 22 personal leave days in first year, one-month sabbatical every four years), and membership in Access Perks, a private discount network. To apply, submit a resume, a cover letter that thoughtfully addresses your alignment with the position, a minimum of two professional references, and salary requirements. All employees must clear Florida’s Level II background screening. Information on the background screening process can be found on the https://info.flclearinghouse.com/. Jacksonville Area Legal Aid is an Equal Opportunity Employer Compensation: $100,000 minimum DOE Responsibilities: • Support the President and CEO in fulfilling JALA’s mission and vision and help ensure ongoing alignment between financial, operational, and programmatic objectives., • Apprise and assist the board in its responsibilities as to the organization’s finances. Work with the board to set an annual budget, and select and engage outside consultants (e.g., auditors, investment advisors), as needed., • Oversee budgeting, budget implementation, tracking, and reconciliation to monitor progress. Present financial metrics both internally and externally., • Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting Principles, regulatory compliance, and audit requirements., • Management of all basic accounting functions, including accounts payable, cash receipts, and general ledger functions., • Grant management as it relates to planning/budgeting for and compliance and reporting of government, corporate, and foundation grants. Ensuring all grant reports are completed accurately and submitted in a timely manner., • Maintain robust internal control safeguards and oversee financial, compliance, and regulatory audits., • Manage cash flow and forecasting. Optimize banking relationships and initiate appropriate strategies to enhance cash positions., • Provide reports regularly, and as directed or requested, to keep the board and Executive Management Team informed of JALA’s finances and the operation and progress of compliance efforts., • Provides effective day-to-day supervision and regular professional assessments of accounting unit staff and assists in identifying resources to develop skills and tools related to supporting, motivating, and challenging staff in their daily work., • Ensure the accounting unit is committed to delivering excellent customer service to staff, including identifying, developing, and implementing new systems that best serve JALA’s staff., • Collaborate with the Chief Operating Officer, Chief Human Resources Officer, Chief Technology Facilities Officer, Development Director, senior leaders, and their units., • Support, provide financial guidance to, and collaborate with all JALA program offices and units, and employees with financial responsibilities., • Serve as a secondary fiduciary (Chief Human Resources Officer is primary) for JALA’s 401(k) plan and oversee preparation of the plan’s financial statements and the annual 401(k) plan audit., • Perform other duties as assigned or necessary to lead our financial operations in service to our mission. Qualifications: • Minimum of 5-7 years of broad finance experience, preferably in the non-profit industry, in accounting and auditing, managing teams, and experience leading the development and implementation of financial systems, policies, and procedures. Experience managing the finance function (accounting, budgeting, internal controls, reporting and compliance) within a multi-office, multi-funder, division-based entity., • Experience with budgeting and accounting software and database management required., • CPA and/or MBA preferred, • Superior attention to detail, analytical, and problem-solving skills., • Outstanding communication skills and ability to work effectively with external and internal customers at all levels., • Successful experience in grants management as it relates to planning/budgeting for and compliance and reporting of government, corporate, and foundation grants is preferred., • Strong organizational skills and ability to prioritize detailed projects simultaneously and carry them through to completion with little supervision., • Ability to handle and maintain confidential information., • MIP Sage / Abila-related product experience preferred., • A successful candidate must have demonstrated advanced Excel skills. About Company The mission of Jacksonville Area Legal Aid, Inc. is to provide high-quality legal assistance to low-income and special needs groups, to empower them to accomplish energetic and affirmative advocacy, all to alleviate the circumstances, incidents, and causes of poverty and discrimination. Developed during the Great Depression and subsequent recession of 1937, the organization that has become Jacksonville Area Legal Aid, Inc. JALA was born when a group of Jacksonville Bar attorneys banded together to provide legal services to those in need. Called different names over the years, including Duval County Legal Aid Association, it was officially named Jacksonville Area Legal Aid in 1973. The organization achieved 501(c)3 status in 1976. JALA now serves 17 counties of North Florida, including Alachua, Baker, Bradford, Clay, Columbia, Dixie, Duval, Gilchrist, Hamilton, Lafayette, Levy, Madison, Nassau, St. Johns, Suwannee, Taylor, and Union.

Experience in middle market M&A sell side investment banking, preferred. Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,.

Job Description The LDP Associate is a highly motivated recent college graduate who will rotate to two (2) to four (4) operational areas throughout the 2-year program. Each rotation will last 6 to 12 months and is assigned based on the associate’s qualifications and interests as well as business need. Rotations include the following departments: Financial Planning & Analysis, Corporate Accounting, Internal Audit, Compliance, Data Analytics, IT, Underwriting, Account Management, Marketing, Operations, and Business Analysis. While in the rotation, the LDP associate will report to the designated rotation manager and will be responsible for assigned tasks and duties relevant to that department. What LDP will gain: • Exposure to multiple business units and senior leadership., • Hands-on experience in strategic and operational initiatives., • A strong professional network across the organization., • Mentorship, coaching, and leadership development opportunities Minimum Qualifications: • Bachelor’s Degree in: Information Systems, Statistics, Actuarial Science, Finance, Accounting or related Business School degree. Demonstrated strong academic performance. A highly motivated and proactive approach to learning and professional development. Strong analytical, problem-solving, and communication skills. Proficiency in Microsoft Office Suite; additional technical skills may be preferred for certain roles (e.g., SQL, Python, Tableau for Data Analytics; knowledge of IT security tools for Cybersecurity). Ability to work both independently and in a team environment. Eagerness to learn and contribute in a professional setting. Recent graduates, preferred • Insurance and/or financial industry experience not required, • Relevant work or internship experience and/or schoolwork with a focus in information systems, statistics, risk management, actuarial sciences, data analysis, finance, accounting or other business school curriculum. Primary Job Functions: • Report to your designated department leader/rotation manager and perform assigned tasks in relevant department, • Responsibilities might include but are not limited to: Support Department Operations • Assist with day-to-day tasks and ongoing projects within the assigned department., • Maintain organized records, documentation, and reports, • Test internal procedures and document findings while providing recommendations for better solutions Conduct Research & Analysis • Gather and analyze data to support decision-making., • Research industry trends, regulations, and best practices relevant to the department., • Research, create reports, collect necessary information, consolidate and communicate performance measurements and metrics to various levels of management, • Perform deep dive analytics and interpret data relative to budget, actual, and prior year as well as historical/multi-year trending, • Identify financial and/or operational trends and recommend actions to management, • Develop forecasts across different departments and/or regions / business lines and identify significant areas of opportunity Collaborate with Teams • Participate in meetings, brainstorming sessions, and project reviews., • Work with cross-functional teams to complete assignments. Assist in Process Improvement • Identify potential areas for efficiency and recommend solutions., • Document workflows, policies, or technical processes. Prepare Reports & Presentations • Create summaries, dashboards, or slide decks to present findings., • Support leadership in varied areas of operational or financial analysis including monthly management reporting, valuation modeling, variance analysis, budgeting, forecasting and strategic planning Market Analysis • Monitor fundamental economic, industry, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews, • Maintain knowledge and stay abreast of developments in the fields of business and insurance Engage in Professional Development • Attend training sessions and networking events organized by the company., • Seek feedback and apply learning to assigned tasks., • Create and/or join internal teams related to the Company’s Corporate Responsibility initiatives The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills & Competencies Required: • Analytical Thinking – Ability to collect, interpret, and analyze data effectively., • Attention to Detail – Produces accurate, high-quality work with minimal errors., • Communication Skills – Strong verbal and written communication skills for collaboration and presentation., • Technical Proficiency – Comfortable with Microsoft Office Suite (Excel, PowerPoint, Word); department-specific tools may be required (e.g., SQL, Tableau, Python, cybersecurity platforms)., • Problem-Solving – Approaches challenges with creativity, logic, and persistence., • Adaptability – Able to adjust quickly to changing priorities, assignments, and tools., • Teamwork – Works effectively with colleagues across different departments and levels., • Professionalism – Maintains confidentiality, punctuality, and a positive attitude., • Time Management – Prioritizes tasks to meet deadlines in a fast-paced environment., • Initiative – Proactively seeks opportunities to contribute and learn. #LI-Onsite

CareerXL gets undergrads into investment banking, consulting, PE, and hedge funds. X–Y] hours per week, remote, flexible around your banking schedule.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Job Overview: Functional Project Lead with experience in the delivery of business initiatives associated with Guidewire implementations.Able to align multiple teams and drive completion of plans and deliverables in preparation for upcoming phases.Possesses an understanding of full life cycle functio

We are currently seeking driven and dependable individuals to join our fully remote team.In this role, you will support members who have requested information about their benefit options by scheduling brief virtual appointments and guiding them through a simple, user-friendly online process.No prior

As part of the Fraud Analytics & Modeling organization, this role will strategically develop and deploy fraud prevention rules while performing on-going performance monitoring and optimization support for the Citi Retail Services portfolio.This role requires a strategic professional who leverages da