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About Asseta \n \n Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on the platform. Our flagship product, the Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. \n \n Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth. \n \n The Opportunity \n \n Asseta is seeking a Senior Software Engineer to report to our Lead Software Engineer and Chief Technology Officer. You'll design and build the features at the heart of the Intelligent Family Office Suite™, owning meaningful product areas end-to-end. Working closely with product and implementation teams, you'll ship production software that directly shapes how clients manage their accounting and investment operations. \n \n As a Senior Software Engineer, You Will \n \n\n • Design, build, and ship features across the platform, from backend services to polished user-facing experiences\n, • Own significant product areas end-to-end, scoping, implementation, testing, and delivery\n, • Build and maintain integrations with banking and third-party systems\n, • Write clean, well-tested, maintainable code and participate actively in code review\n, • Collaborate with product and implementation teams to turn family office workflows into reliable software\n, • Contribute to architecture decisions and help continuously improve engineering practices\n, • Help uphold high standards for security, performance, and data integrity across the platform\n\n \n Qualifications \n \n\n • 4+ years of professional software engineering experience building and shipping production software\n, • Strong full-stack skills, with proficiency in Python, modern API design, React, and TypeScript\n, • Experience building scalable, cloud-native SaaS products, ideally on AWS\n, • Solid understanding of databases, distributed systems, testing, and secure coding practices\n, • Ability to work independently, own features end-to-end, and collaborate across functions\n, • Excellent communication and problem-solving skills\n, • Experience in fintech, accounting software, or family office/wealth management is a plus\n\n \n Compensation and Benefits \n \n Asseta offers competitive compensation along with a benefits package that includes: \n \n\n • Base salary of $150,000–$225,000\n, • Equity plan eligibility\n, • Comprehensive health, dental, and vision coverage\n, • Unlimited paid time off\n, • Conference sponsorships and training opportunities\n, • Frequent company off-sites and team-building events\n, • On-site at our New York City headquarters\n

Company: Prominent Multi-Strategy Hedge Fund \n Role: Investment Research Associate \n Location: New York, NY \n About The Team \n \n The Investment Research Team sits at the critical intersection of fundamental equity analysis, primary intelligence, and compliance. Partnering directly with Portfolio Managers, Analysts, and our Compliance organization, the team conducts rigorous, compliant qualitative research across global supply chains. By developing deep sub-industry expertise and engaging directly with private company executives and industry specialists, the team uncovers differentiated insights and inflection points that inform high-conviction investment decisions.\n \n Position Overview \n \n We are seeking a high-caliber Investment Research Associate to expand the depth, scale, and strategic impact of our research platform. In this role, you will work closely with Leadership and Equity Investment teams to interrogate investment theses, identify market blind spots, and synthesize complex primary data into actionable intelligence.\n \n \n \n This role offers exceptional visibility into the investment process, direct exposure to industry executives, and the opportunity to become a subject-matter specialist in critical market verticals.\n \n Responsibilities: \n\n • Cultivate relationships and conduct structured, compliant qualitative interviews with private company executives, supply chain participants, and sector specialists via expert networks, industry conferences, and proprietary sourcing.\n, • Partner closely with Investment Professionals to understand active investment theses, test variant perceptions, and identify critical operational or supply chain blind spots.\n, • Build and maintain thorough domain expertise across targeted sub-industries, mapping value chains, competitive dynamics, and structural trends.\n, • Synthesize primary interview findings and qualitative data points into concise, high-impact research notes and thematic reports that highlight key inflection points and commercial risks.\n, • Champion and adhere to the industry's highest ethical and compliance standards, strictly executing all protocols governing primary and supply chain research interactions. \nQualifications & Experience:\n\n • Bachelor’s degree with a demonstrated track record of strong academic achievement.\n, • 0–3 years of experience in primary research, management consulting or expert network, investment banking, equity research or related roles. Specific sector expertise is not required.\n, • Exceptional written and oral communication skills, with a proven ability to distill dense, qualitative conversations into sharp, executive-level summaries.\n, • Instinctive business acumen, intellectual agility, and an investigative mindset focused on validating conclusions and uncovering non-obvious insights.\n, • Outstanding organizational skills, meticulous attention to detail, and the ability to manage multiple research workstreams in a fast-paced environment. \nIn accordance with applicable law, the base salary range for this role is approximately $100,000 to $160,000. In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax -free savings plans, and access to other healthcare programs. \n \n This is a full-time role based in New York, NY. To learn more, please apply directly to this ad or contact Kyle Archer at karcher@daleyaa.com \n \n

Madison Hunt is partnering with a leading global investment firm to hire an experienced investment professional for its New York office. \n \n The firm makes large-cap investments across infrastructure and energy, including power, renewables, midstream, utilities, transportation and digital infrastructure. The team is senior and lean, and team members get real responsibility and exposure to leadership from day one. \n The successful candidate will work across the full investment cycle: sourcing new opportunities, leading transaction execution, and working with portfolio companies to drive value creation. \n \n Qualifications: \n • 6–10+ years of experience in private equity or infrastructure investing, ideally following investment banking \n • Track record of closed transactions in infrastructure, energy, power or related sectors \n • Experience managing assets after acquisition, with board or portfolio exposure a plus \n • Strong financial modeling, judgement and communication skills \n • Experience leading and mentoring junior team members \n \n All enquiries will be treated in strict confidence.

About the Firm \n Our client is a global investment firm focused exclusively on digital infrastructure, investing in and developing the platforms that underpin the digital economy. The firm manages more than $10 billion in assets and combines investment expertise with deep operating, commercial and engineering capabilities. The platform invests across data centers, fiber and network infrastructure, wireless infrastructure and cloud / IT services. \n \n The Opportunity \n We are hiring a Senior Associate for the firm's Private Equity team in New York. You will work across the full investment lifecycle in a sector with significant secular growth. The work includes traditional private equity transactions and differentiated infrastructure opportunities such as development, growth capital, carve-outs and platform formation. \n \n Responsibilities \n\n • Evaluate new investment opportunities across data centers, fiber, wireless infrastructure, cloud / IT services and adjacent sectors\n, • Build and review detailed financial models, returns analyses and transaction structures\n, • Develop investment theses and prepare investment committee materials for senior team members\n, • Lead due diligence and transaction execution, including valuation, financing and structuring\n, • Partner with operating, commercial and engineering teams on development and value-creation initiatives\n, • Take ownership of transactions and workstreams, managing junior team members and coordinating advisors\n\n \n Qualifications \n\n • 4–6 years of experience in private equity, investment banking or a related investing role\n, • Meaningful transaction execution experience and a strong understanding of the investment process\n, • Advanced financial modeling and valuation capabilities\n, • Experience independently owning significant portions of an investment process\n, • Strong judgment, attention to detail and the ability to communicate investment conclusions clearly\n, • Demonstrated ability to work with and mentor junior team members\n, • Ability to manage multiple workstreams and operate effectively in a lean, entrepreneurial environment\n, • Prior digital infrastructure experience is preferred but not required. Candidates with backgrounds in infrastructure, technology, industrials, communications or other relevant sectors are welcome\n

Job DescriptionSR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assist the Audit Director in supervising a team of auditors to assess risks and internal control environment of the bank's Wealth Management businesses. This individual will develop and execute detailed audit programs to evaluate the adequacy of the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities, analyze results of testing performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in a form of meetings, presentation, and written reports and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance with audit methodology and based on industry/institutional knowledge, emerging risks, and regulatory changes and expectations. Key areas of focus and involvement include: • Personal and Employee Benefit Trust Administration, • Retirement and Custody Services, • Specialty Wealth Assets, • Investment Advisory, • Broker/Dealer, • Investment Banking activities for CNB's Capital Markets, • Registered and Unregistered Fund Vehicles, • Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, innovative thinking with data analytics, robotic process automation and artificial intelligence, and demonstrates critical problem-solving leadership. WHAT WILL YOU DO? Leadership & People Management: • Leads/coaches a team of internal audit professionals at the individual audit level, • Implements the outcomes from the audit transformation program by leading the individual audit team members through the process changes., • Manages resource planning to ensure that there are sufficient engagement resources to meet plan for the individual audit., • Takes personal responsibility for a complete, multi-stage project (audit), • Participates in social, charitable or inclusive committees within Internal Audit, CNB or RBC. Audit and Assurance: • Plans, executes and leads complex projects using a risk based, cost effective and efficient process but is comfortable and eager to incorporate dynamic and transformative practices to deliver valuable assurance, advice and insights to management while proactively adding value to CNB., • Manages staff assigned to the engagement and reviews audit work for sufficient scope, testing, and for accuracy., • Quickly assesses all applicable risks (credit, liquidity, interest rate, price, operational compliance, strategic and reputation) and mitigating controls, designs comprehensive audit programs, executes audit procedures, supervises and reviews the work of others, analyzes and synthesizes results of testing, effectively communicates results to senior management to affect change, and delivers well written audit reports in a timely fashion., • Utilizes analytical, auditing and advanced excel/automation skills to complete assigned responsibilities., • Collaborates with other audit groups to effectively plan, integrate and execute audits., • Understands IT and fraud risks in order to identify key risks and controls in the business process or activity being audited., • Assess information security and privacy policies and procedures to identify weaknesses within the business process or activity being audited., • Leads and performs continuous monitoring activities periodically. Gathers and evaluates information received from business units and other external/regulatory sources., • Follow-up on audit issues to ensure completion of management action plans., • Ability to manage multiple audit assignments and work in a dynamically changing environment with minimal supervision., • Complies fully with all Bank policies, procedures, audit methodologies, training and regulatory requirements., • Tracks and manages audit resources to consistently meet the audit budget and audit plan mandates., • Takes responsibility to eagerly develop own personal and professional leadership skills and learning capabilities. Product/Business/Technology Knowledge • Consistently keeps informed of new services, products, industry and regulatory developments and risk events that have a significant technology and business impact., • Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts of 1933 and 1934 inclusive of exemptions under the Acts, FINRA requirements, MSRB Rules and the Dodd Frank Act especially the Volcker Rule is desired but not required if candidate can demonstrate the ability to quickly synthesize regulations or has an eagerness to learn., • Possesses knowledge of capital markets products, • Develops a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank operates, particularly in areas where audit responsibilities are assigned., • Discovers patterns, insights, trends and anomalies from straightforward analyses, data sets and visualization tools., • Executes basic analyses (e.g. descriptive) and creates simple visualization using standard tools., • Develops requests for advanced analytics by providing detailed explanations and responds to questions posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: • Continuously builds trusting relationships with Internal Audit peers and business management., • Acts as the key contact and responds to inquiries from business throughout the audit process., • Leverages stakeholder relationships to advance business and project objectives., • Prepares solutions to address potential roadblocks raised by others in response to recommendations., • Creates an open and constructive environment for negotiation and assures all parties that a fair solution will be attained., • Initiates discussions between parties to explore differences and help find common grounds Staff Performance and Mentoring • Acts as a role model/mentor to lower level audit professionals, • Enhances and maintains staff morale, • Challenges others’ thinking or approaches in a constructive manner., • Provides on-the-job training of staff auditors, and prepares and conducts formal/informal training for less experienced staff members., • Participate in interviews and evaluations of new applicants. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with a public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop people, • Certified Trust Compliance Professional (CTCP) Or, • Certified Fiduciary & Investment Risk Specialist (CFIRS) Or, • Certified Public Accountant (CPA) Or, • Certified Internal Auditor (CIA) Or, • Certified Information Systems Auditor (CISA) Or, • Chartered Financial Analyst (CFA) Or, • Certified Anti-Money Laundering Specialist (CAMS) Or Additional Qualifications, • Strong verbal and written communication skills, to effectively present to peers and business management., • Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive change., • Strong understanding of internal auditing standards, COSO and risk assessment practices., • Strong understanding of internal control concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions., • Strong working knowledge of banking industry laws and regulations, and understanding of the principles of Operational Risk, Market Risk, Credit Risk, and Liquidity & Funding Risk., • Ability to work independently and with varying team members, and multitask by prioritizing critical activities., • Experience in planning integrated business audits with technology auditors., • Ability to apply agile methodology and best practices to audit engagements., • Experience in coaching and/or mentoring others., • Experience in use of data visualization and reporting – e.g. Tableau, Alteryx, • Experience in recommending/implementing innovative solutions to improve processes. WHAT'S IN IT FOR YOU?Compensation Starting base salary: $99,000 - $176,000 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 Get a more detailed look at our Benefits and Perks. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #Li-KTB #Ca-KTB

We are seeking an experienced Full Stack Senior Java/Angular Developer to join our front-end engineering team within the investment banking and global markets divisions. This role will focus on designing, developing, and evolving large-scale Angular applications that power critical trading, analytics, and AI platforms. You’ll work closely with UI/UX designers, product owners, and back-end engineers to deliver modern, high-performance web applications using the latest versions of Angular, TypeScript, RxJS, and supporting tooling. We’re looking for a developer who combines technical excellence with creativity and curiosity—someone who loves exploring new technologies, challenging assumptions, and driving best practices in an enterprise-scale environment. Key Responsibilities • Design and develop complex, modular Angular applications using best practices for performance, maintainability, and testability., • Collaborate with architects to define application structure, state management, and integration patterns., • Leverage RxJS, Signals, Apollo GraphQL, Angular CDK, and modern build tooling (Nx, Vite, ESBuild) for scalable front-end architectures., • Partner with UX teams to deliver clean, accessible, and intuitive interfaces for high-volume, data-rich applications., • Contribute to code reviews, architectural discussions, and technical design sessions., • Continuously evaluate and adopt modern Angular ecosystem enhancements, including new language features, build optimizations, and design patterns., • Mentor junior developers and help shape a culture of learning, innovation, and craftsmanship., • Champion improvements in tooling, CI/CD pipelines, and front-end development standards across the organization. Required Qualifications • 7+ years of professional experience developing web applications using Angular (v19+ preferred)., • Strong proficiency in TypeScript, RxJS, HTML5, CSS3 (or Tailwind/SCSS)., • Proven experience in large enterprise or financial systems development., • Understanding of component-driven design, module boundaries, and state management., • Familiarity with REST and GraphQL APIs, authentication flows (OAuth2/OIDC), and secure coding practices., • Experience with unit and integration testing frameworks (e.g., Jest, PlayWright)., • Ability to work collaboratively in agile, cross-functional teams. Primary Location Full Time Salary Range of $175,000 - $200,000.

Vice President / Principal - Deal Execution Lead Our management advisory firm delivers specialized consulting and financial advisory for intricate, transaction-driven engagements across the private equity ecosystem. We are building our New York City team and searching for a motivated professional. Seeking Candidates with Experience in: • Valuations, • Investment Banking, • Private Equity, • Management Consulting, • Proven industry expertise, • An eagerness to contribute to a small, growing team Requirements: • Bachelor's degree or equivalent, • 6-9 years professional experience, • Excellent communication and interpersonal skills, • Robust technical skillset, • CPA, CFA, or other certifications are a bonus.

Job description: Our client is a leading global investment firm with a real estate business with over $15B of AUM. They seek to hire an associate to join their investor relations team. Responsibilities: • Prepare presentation and support materials for investor meetings, • Synthesize portfolio data and key real estate and macroeconomic trends to develop portfolio and macro viewpoints in close coordination with portfolio managers and business development teams to translate viewpoints and create new marketing content and update existing content, including long-form thought pieces, white papers, commentary, presentation materials, webinars and talking points, • Complete investor documentation and understanding products to facilitate responses to inquiries related to product offerings, • Gather and maintain information of market dynamics including information on competitors Qualifications • 1-5 years of total work experience within real estate investment banking or real estate investor relations, • Bachelor’s degree, • Demonstrated professional and academic achievement, • Proficiency in Microsoft Office, • Strong quantitative skills, including knowledge and understanding of finance and accounting, • Excellent written and verbal communication skills

Associate, Capital Markets Compensation: $130,000 - 165,000 + bonus Location: New York, NY or San Francisco, CA (Hybrid / In-Office) Piper Maddox is partnered with a high-growth infrastructure financial services platform at the intersection of capital markets, infrastructure, and technology. The business is building a new approach to financing energy transition and digital infrastructure, giving this person the opportunity to work directly with senior leadership, institutional investors, and live transactions. This is a high-ownership seat for someone early in their career who wants to move beyond traditional banking and play a meaningful role in building a growing capital markets platform. Key Responsibilities • Build and analyze financial models supporting infrastructure financings and structured transactions., • Create investor materials and support capital raising from initial outreach through close., • Own diligence, investor Q&A, and key transaction workstreams., • Support origination, investor engagement, and evaluation of new infrastructure opportunities., • Work directly with senior leadership and institutional investors across live transactions., • Help build new processes and technology-enabled approaches to infrastructure finance. What We’re Looking For • 1–4 years of investment banking, project finance, private credit, infrastructure finance, or capital markets experience., • Experience across energy transition, power, data centers, or digital infrastructure strongly preferred., • Strong financial modeling and analytical skills., • Excellent communication skills and ability to produce polished investor-facing materials., • High ownership, attention to detail, and ability to thrive in a fast-moving environment., • Entrepreneurial mindset with an interest in infrastructure, capital markets, and emerging technology.

An investment firm in Manhattan seeks a temporary Executive Assistant to support a team. The ideal candidate will have 5+ years of executive/administrative experience supporting a team out of financial services. Temporary opportunity with the potential to go permanent. Fully onsite Monday - Friday Hours: 8:30am - 5:00pm Pay rate: $45-50/hr Executive Assistant Key Responsibilities & Duties • Manage client cash transactions, bill payments, and inter-departmental approvals using internal banking systems., • Screen and route incoming communications, ensuring timely follow-up and professional correspondence., • Compose and proofread written communications using financial vocabulary and firm knowledge., • Organize meetings, luncheons, and calendar scheduling for the Client Advisory team., • Maintain Salesforce records, manage mail merges, and generate reports for client advisory activities., • Process expense reports and coordinate travel arrangements for team members., • Assist in client communication, documentation, and preparation of meeting materials., • Support account administration tasks, including account openings and asset transfers., • Collaborate with CPAs for tax-related information and ensure timely tax payments. Executive Assistant Job Requirements • Bachelor of Arts (BA) degree is required for this position., • 5+ years of experience in administrative support roles., • Proficiency in Salesforce and Microsoft Office Suite, including Excel, Word, and PowerPoint., • Strong organizational and communication skills, both written and verbal., • Experience in financial transactions and bookkeeping is preferred., • Ability to manage multiple tasks and prioritize effectively in a hybrid work environment., • Knowledge of compliance and audit processes is advantageous., • Flexibility to adapt to varying schedules and support team needs as required., • Excellent interpersonal skills to establish effective working relationships.

Junior Project Analyst Location: New York, NY (Midtown) Employment Type: Long-Term Contract Schedule: Hybrid, typically 2–3 days onsite per week Hours: 9:00 a.m.–6:00 p.m., with occasional accommodations for last-minute requests and deadlines About the Role A leading financial services firm is seeking a curious, detail-oriented Junior Project Analyst to join its presentations team. This is an excellent opportunity for a recent graduate or early-career professional with strong Excel and PowerPoint skills who enjoys learning, working with data, and tackling varied projects. The role combines presentation production, data management, and special project support. You will work closely with investment bankers, maintain highly visible resources used across the firm, and help improve existing tools and processes. Financial services experience is helpful but not required. Key Responsibilities • Maintain and update firm-wide resources used in investment banking pitchbooks and presentations., • Work with high volumes of data in Excel, ensuring accuracy and consistency in data exports and presentation materials., • Edit and produce polished, client-ready PowerPoint presentations quickly and accurately, maintaining consistent formatting and exceptional attention to detail., • Partner with investment bankers at varying levels to understand requests, clarify expectations, gather information, and obtain approvals., • Translate bankers’ objectives and feedback into clear, accurate presentation materials., • Support special projects and identify opportunities to improve existing resources, tools, and workflows., • Manage multiple requests and shifting priorities while meeting deadlines in a fast-paced environment. Qualifications • Strong Excel proficiency and the ability to work accurately with large amounts of data., • Strong PowerPoint skills, including editing, formatting, and producing polished presentations under tight deadlines., • Familiarity with Excel and PowerPoint integration is a plus., • Excellent attention to detail and a consistent approach to checking work for accuracy., • Strong written and verbal communication skills, with the confidence to ask thoughtful questions and clarify requests., • Ability to work effectively under pressure, adjust priorities, and respond to the needs of the team., • A resourceful approach to problem-solving and an interest in continued learning., • Recent graduates and early-career candidates with strong technical skills are encouraged to apply; financial services experience is not required. What Makes Someone Successful Curiosity is central to success on this team. We are looking for someone who enjoys understanding how things work and exploring how they could work better—even when that means learning an unfamiliar tool or approach. That interest may show up through work experience, coursework, hobbies, personal projects, or portfolio pieces. A willingness to ask questions, tackle new challenges, and keep learning is especially valued.

POSITION: Senior Associate or Associate, PE Secondaries Our client is a multi-billion dollar PE firm that specializes in purchasing both direct/GP-led secondaries & LP secondaries across buyout, growth equity and venture capital funds. The firm also pursues co-investments directly in private equity backed companies on a selective basis. The position entails the following: • Research, diligence, and valuation of private equity portfolios. These portfolios will include equity and debt positions in a variety of public, private, mature, and venture stage companies across a variety of industries and geographies., • Research of global industry trends and market data., • Negotiation and preparation of legal documentation in support of transaction execution and asset acquisitions., • Prepare presentations, investment recommendations and other written materials for internal and external use. REQUIREMENTS: • 2-5 years of experience of investment banking and/or PE direct/secondaries/co-investing

We are seeking a Director-level professional to manage client relationships, identify and evaluate new business opportunities, oversee the transaction process—including due diligence and credit approval—and assist with investor review and distribution functions. This position will primarily focus on conduit originations. The successful candidate will interact with external clients, internal senior management, and several complementary functional areas. Essential duties and responsibilities • Collaborate with underwriters and execution bankers to prepare initial underwriting for each deal based on loan submission packages and available market data, presenting findings to the quote committee for pricing and proceeds., • Engage with brokers and clients to provide deal feedback and manage expectations. Develop and execute an active calling plan to promote growth with existing clients and acquire new clients., • Negotiate transaction terms and manage client relationships throughout the deal closure process. Ensure successful transaction closings upon term sheet execution and maintain profitability., • Support team members in all aspects of deal management and closings, while managing active loan transactions to ensure all information needs and requirements are met., • Work closely with underwriters to prepare credit memos for team and credit committee review., • Coordinate with Capital Markets to address due diligence inquiries from investors, B-piece buyers, and rating agencies as needed., • Manage the deal flow pipeline., • Maintain regular contact with client accounts. Qualifications • 10+ years of relevant experience in commercial real estate (CRE) originations, • Proven track record of significant origination volume, particularly in conduit deals., • Bachelor’s degree from an accredited college or university., • Excellent verbal and interpersonal skills are essential. Strong written communication skills are necessary to convey complex information clearly and succinctly., • Ability to manage multiple priorities, work under pressure to meet deadlines, and respond creatively and quickly in a fast-paced and changing environment. If you are an accomplished professional with a passion for commercial real estate and a proven ability to drive results, we would love to hear from you. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this Director level position will be between $210,000 - $300,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

A leading alternative asset manager ($6B AUM) is seeking a Private Credit Analyst/Associate to join its New York investment team. Job Description • Evaluate and underwrite new private credit investment opportunities across sponsor-backed and non-sponsored middle-market companies, • Build and maintain detailed three-statement operating models, debt sizing analyses, downside cases, and return models to support investment decisions, • Conduct comprehensive due diligence, including analysis of company financials, industry dynamics, management teams, and transaction structures, • Prepare investment memoranda and present underwriting recommendations to the Investment Committee, • Monitor portfolio companies through quarterly financial reviews, covenant compliance, liquidity analysis, and ongoing credit performance, • Support transaction execution by coordinating with private equity sponsors, management teams, legal counsel, financial advisors, and third-party diligence providers, • Evaluate financing structures, leverage profiles, covenant packages, and documentation to assess risk and return, • Stay current on private credit market trends, leveraged finance activity, and industry developments, • Collaborate closely with senior investment professionals throughout the underwriting, execution, and portfolio management process Requirements / Qualifications • 2–5 years of relevant experience in investment banking, leveraged finance, restructuring, private credit, direct lending, or other buy-side investing roles, • Strong experience building three-statement operating models, debt sizing models, and performing fundamental credit underwriting, • Experience evaluating capital structures, leverage, cash flow generation, and downside risk, • Strong financial modeling, accounting, and credit analysis skills, • Excellent analytical, written, and verbal communication skills with the ability to clearly articulate investment recommendations, • Highly motivated, intellectually curious, and interested in private credit investing, • Bachelor's degree with a strong academic record

Management Company Accounting Associate New York, NY | Hybrid We are partnering with a highly regarded global investment firm in NYC that is expanding its Management Company Accounting team. This is an excellent opportunity for a high-performing accounting professional, particularly someone coming from Big Four public accounting, who wants to transition into a top-tier asset manager and continue building a long-term career in a sophisticated finance environment. This is not a fund accounting role. The position sits within the firm’s Management Company Accounting function and supports the accounting, financial reporting, controls, and regulatory processes for the firm’s U.S. and international management companies. Responsibilities: • Support monthly and quarterly close activities, including journal entries, reconciliations, and supporting schedules, • Prepare recurring and ad hoc financial reporting, • Assist with regulatory and compliance-related reporting, • Partner with colleagues across Finance, Legal, Compliance, and other internal teams, • Help improve accounting and reporting processes through automation and emerging technology, • Take ownership of recurring accounting responsibilities while continuing to expand scope over time Qualifications: • 2-4 years of accounting experience, • Big Four public accounting background strongly preferred, • CPA required, or all four sections of the CPA exam passed, • Strong understanding of financial reporting, close, and core accounting principles, • Experience within financial services, asset management, banking, or capital markets is a plus, • Strong analytical skills and attention to detail, • Excellent communication skills, • Motivated, career-oriented, and interested in growing within a high-performance environment Compensation & Benefits: • Base salary: $120,000-$160,000, • Year-end bonus, guaranteed in the first year, • Hybrid work schedule, • Comprehensive benefits package, • Strong long-term career growth and advancement potential This is an addition to staff, and the firm is looking to move quickly.

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. Context Our client, a leading Investment Bank based in New York, is looking to hire a Market Access System Engineer to join its technology team. This position plays a key role in supporting and improving a high-performance trading infrastructure, ensuring stability, reliability, and efficiency within a demanding and fast-moving financial markets environment. Key Responsibilities • Maintain and continuously improve a high-throughput trading platform built on modern, low-latency technologies, processing millions of transactions each day along with large volumes of real-time market data., • Diagnose and resolve complex technical incidents and user issues quickly and effectively to minimize disruption to trading activity., • Monitor platform health and performance, implement optimizations, and perform capacity planning to meet strict latency and reliability requirements., • Support and maintain proprietary systems responsible for order routing, market data feeds, pre-trade risk controls, and trade reporting., • Provide direct technical support to U.S.-based traders operating a variety of strategies across multiple asset classes., • Coordinate with exchanges and trading venues to onboard and integrate new connectivity and services., • Work closely with global technology teams to ensure alignment and efficient delivery of platform improvements., • Contribute to the design, development, and rollout of new Market Access capabilities that support evolving business needs. Required Skills • Strong experience with Unix/Linux administration, including troubleshooting and scripting (Shell and/or Python)., • Solid understanding of networking fundamentals, such as TCP/IP, routing, and multicast., • Experience managing Windows environments, including job scheduling/maintenance and network diagnostics., • Working knowledge of databases, particularly MySQL, and the ability to write and run basic queries., • Understanding of equity and derivatives products (e.g., Options, Futures, Warrants, Indexes, ETFs)., • Familiarity with U.S. financial markets, including major exchanges and ECNs.

Portfolio Associate – Credit Risk & Portfolio Management Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction. The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies. Responsibilities Portfolio Management & Credit Monitoring • Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers., • Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance., • Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns., • Maintain risk ratings and recommend changes based on evolving borrower fundamentals., • Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations. Financial Analysis • Build and maintain detailed financial models., • Perform cash flow, liquidity, leverage, and debt service coverage analysis., • Conduct comparable company and capital structure analyses., • Assess borrower repayment capacity and downside risk scenarios., • Review management projections and variance-to-plan reporting. Credit & Transaction Support • Evaluate amendments, waivers, covenant modifications, and restructuring requests., • Review credit agreements, loan documents, security packages, and collateral reporting., • Support underwriting efforts for new transactions, refinancings, and incremental financings., • Assist in preparing credit memoranda and approval materials. Cross-Functional Partnership • Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams., • Present borrower updates and portfolio analysis to senior management., • Collaborate with relationship managers and deal teams on ongoing client developments. Qualifications • 2-5 years of experience in:, • Commercial Banking, • Corporate Banking, • Leveraged Finance, • Credit Risk Management, • Asset-Based Lending (ABL), • Portfolio Management, • Experience analyzing non-investment grade and leveraged borrowers., • Strong understanding of commercial loan structures and credit documentation., • Familiarity with revolvers, term loans, ABL facilities, and covenant packages., • Financial modeling and credit underwriting experience., • Formal Credit Training Program preferred., • Bachelor's degree in Finance, Accounting, Economics, or related field. Preferred Skills • Advanced Excel and financial modeling skills., • Strong accounting and financial statement analysis capabilities., • Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms., • Excellent analytical, communication, and presentation skills., • Ability to manage multiple priorities in a fast-paced environment.

Overview: Top European Bank with a strong and growing U.S. presence is seeking a Senior Analyst within Global Risk Management (“GRM”) with approximately 2-5 years of experience in corporate or investment banking credit risk, corporate banking, leveraged finance, structured finance, or related financial institutions. The GRM unit is responsible for the independent underwriting of corporate clients, evaluating both counterparties and individual transactions prior to approval while maintaining ongoing responsibility for monitoring portfolio risk throughout the life of each client relationship through periodic reviews, amendments, waivers, restructurings, and continuous assessment of evolving credit conditions. Consistent with the Bank's relationship-driven corporate banking model, the team underwrites all credit exposures arising from corporate client relationships rather than specializing in a single product. Senior Analysts are expected to develop broad underwriting capabilities across multiple financing products and industry sectors while working alongside senior credit professionals on increasingly complex transactions. This role is intended for a credit professional with strong financial analysis skills and a solid foundation in corporate credit underwriting. The successful candidate will independently analyze routine and moderately complex transactions while contributing to more sophisticated financing structures under the guidance of senior credit officers. Over time, the individual is expected to broaden product knowledge, strengthen independent credit judgment, and assume greater underwriting responsibility across industry sectors as business needs evolve. Responsibilities: • Perform credit analysis and underwriting for corporate clients across a broad range of relationship banking products, including cash flow-based corporate lending, revolving credit facilities, trade finance, structured finance, derivative transactions, acquisition financing, equipment finance, leasing transactions, and other specialized financing structures, commensurate with experience., • Analyze historical and projected financial performance, liquidity, leverage, cash flow generation, and repayment capacity to assess obligor creditworthiness., • Assist in evaluating transaction structures, collateral packages, covenant frameworks, guarantees, and other structural protections to identify key credit risks and mitigants., • Review and develop familiarity with legal documentation, including credit agreements, security documents, trade finance documentation, ISDA agreements, borrowing base provisions, guarantees, and other transaction documents relevant to assigned transactions., • Prepare clear and well-supported credit memoranda and risk recommendations for presentation to senior credit officers and Credit Committees., • Conduct and monitor annual credit reviews, covenant compliance, amendments, waivers, and restructurings, while proactively identifying emerging credit risks., • Partner with Relationship Managers, Product Specialists, Legal, Operations, and senior members of Credit Risk Management to facilitate transaction execution while maintaining independent credit analysis., • Develop expertise across multiple industry sectors and financing products, demonstrating the flexibility to support changing portfolio and business priorities. Qualifications: • 2-5 years of progressive experience in credit risk management, with a strong focus on corporate, structured, and leveraged finance within a corporate or commercial banking environment., • Strong understanding of credit underwriting, financial analysis, and risk assessment across different structures and products., • Working knowledge of loan documentation, trade finance instruments, and ISDA agreements., • Demonstrated ability to exercise independent judgment and make sound risk decisions in high-value, complex transactions., • Excellent communication skills, with the ability to articulate risk positions clearly to senior stakeholders and credit committees., • Understanding of corporate banking policies, procedures, governance frameworks, and approval processes, including U.S. lending regulations., • Track record of building effective relationships with internal partners, peers, and external stakeholders to deliver timely, high-quality credit decisions., • Bachelor’s degree in Finance, Accounting, or a related field. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Investments Associate | M&A | Private-equity IPP | Renewable The Company: We have partnered with a leading distributed generation solar developer, financier, owner, and operator, in their search for an Investments Associate. This company is fully focused on the North American DG solar sector and manages a 400+ MW portfolio of operating projects, primarily across the Northeast and Midwest. Backed by a global investment firm with almost $20 billion in assets under management, the company is continuing to grow its solar and battery storage portfolio. The Role: The Investments Associate will join the company's Investments team, supporting project finance, M&A, and capital raising activities across its solar and battery storage portfolio. This is a highly analytical role focused on financial modeling, investment underwriting, transaction execution, and capital markets. The successful candidate will work closely with lenders, tax equity investors, capital providers, senior management, and internal teams throughout the investment and financing process. Key Responsibilities: Investment & Financial Analysis: • Underwrite solar and battery storage investment opportunities, evaluating project economics, key financial drivers, returns, and investment risks,, • Develop and maintain complex financial models and valuation analyses, including DCF, precedent transaction analysis, tax equity structures, and debt financing,, • Conduct market research and analysis across the distributed generation solar and storage sector, identifying trends and opportunities across project finance, M&A, and capital markets. Project Finance & Capital Raising: • Support the structuring, negotiation, and execution of project debt and tax equity financings from term sheet through financial close,, • Prepare lender and investor materials and coordinate financial and commercial due diligence throughout financing processes,, • Engage directly with lenders, tax equity investors, and other capital providers,, • Support day-to-day execution of M&A and capital raising transactions, working with management teams, lenders, investors, counterparties, and external advisors. Transaction & Investment Execution: • Prepare presentations and investment materials for executive management, Investment Committee, and external financing partners,, • Present investment opportunities and analysis to the internal Investment Committee,, • Collaborate with legal, engineering, and other internal teams to ensure successful execution of renewable energy investments and capital raises,, • Manage multiple transactions and projects simultaneously while maintaining a high level of accuracy and attention to detail. Requirements: • Bachelor's degree in Finance, Economics, Engineering, or another analytical field; Master's degree with a concentration in Finance or Energy preferred,, • 3–5 years of experience in financial analysis, investment banking, project finance, or an energy-related field,, • Strong financial modeling, underwriting, and analytical skills, with experience in credit analysis and valuation,, • Working knowledge of renewable energy markets, technologies, and regulatory environments,, • Understanding of project finance debt and tax equity structures,, • Strong communication, presentation, and problem-solving skills, with the ability to work effectively with senior stakeholders and external capital providers,, • Ability to manage multiple transactions under tight deadlines with strong attention to detail,, • High level of initiative, integrity, and teamwork. Investments Associate | M&A | Private-equity IPP | Renewable

Director, FP&A | High-Growth Consumer Finance Platform | NYC We’re working with a high-growth consumer finance platform that is building technology and financial products designed to make financing simpler and more accessible for consumers and businesses. The business has 600+ employees and has built a scaled platform across lending, customer acquisition and servicing. As the company continues to grow, they’re looking for a Director of FP&A to take ownership of a broad financial planning, modelling and analytics function. The Role This is a senior FP&A position with significant exposure to executive leadership and the wider finance organisation. You’ll lead complex financial analysis and modelling, support strategic decision-making and help the business understand performance, profitability and future growth opportunities. What You’ll Do • Lead financial modelling, valuation and forecasting across the business, • Build and maintain sophisticated DCF and financial models, • Analyse business performance, profitability and key financial drivers, • Support financing strategy and strategic investment decisions, • Partner closely with Accounting, Capital Markets and senior leadership, • Develop analytical tools and improve forecasting processes, • Build reporting and presentations for executive leadership, • Enhance financial reporting and analytics using Excel, Power BI, SQL and other systems What We’re Looking For • 8–12+ years of experience across FP&A, valuation, investment banking, consulting, Big Four or financial institutions, • Strong financial modelling and DCF experience, • Experience with valuation / fair value methodologies, • Background in consumer finance, lending, fintech, banking or specialty finance, • Strong understanding of GAAP and financial statements, • Excellent analytical and problem-solving skills, • Strong communication skills and confidence working with senior stakeholders, • Experience with SQL, Power BI or other BI tools is a plus Package • $180,000–$230,000 base salary, • Stock options, • 401(k) with company match, • Medical, dental and vision, • Generous parental leave, • Flexible PTO, • Tuition reimbursement, • Wellness benefits If you’re a senior FP&A or strategic finance professional with experience across financial modelling, lending or consumer finance, I’d be keen to hear from you.

Assistant Controller (Family Office) New York, NY A private investment firm and family office is seeking an experienced professional to join its accounting and operations team. This role offers broad exposure across private equity and family office activities, including accounting, financial reporting, investment administration, compliance, tax coordination and general operations. The individual will independently manage projects from initiation through completion, coordinate with external administrators and advisors, and serve as a key point of contact across the organization. Key Responsibilities • Oversee accounting, financial reporting, cash management and investment tracking across multiple entities, • Process capital calls and distributions and support investment-performance reporting, • Coordinate with fund administrators, auditors, tax advisors, legal counsel and other external providers, • Support the onboarding of new investments, including entity formation, banking and operational setup, • Assist with tax, estate-planning, real estate, insurance and philanthropic matters, • Lead process-improvement, systems-integration and automation initiatives, • Support compliance matters and other special projects Qualifications • Bachelor’s degree, • Approximately 5–12 years of relevant accounting, finance or operational experience, • Family office, investment-management or project-management experience is preferred but not required, • Strong accounting foundation and excellent organizational skills, • Ability to manage competing priorities and shift between responsibilities, • Proactive, detail-oriented and comfortable taking ownership, • Ability to improve processes and supervise junior team members Compensation • $150,000-$300,000 total compensation, based on experience

Seeking experienced Private Equity Associate to join a growing Primaries investment business that also invests in secondaries and co-invest opportunities. The ideal candidate will have served in an investment management deal team capacity focused on primaries, secondaries, or co-investments. Responsibilities: • Associates are key members of the investment team working directly with senior investment professionals and external stakeholders., • Lead key analysis workstreams of prospective fund commitments, co-investments, and secondary investments, including financial modelling, industry research, operational analysis, fund manager analysis and track record evaluation., • Build and maintain financial models for fund performance analysis, conduct financial diligence on private equity fund managers, their investment strategy(s), portfolio construction, fee and carry structures, etc., • Support co-investment sourcing and execution., • Prepare investment committee memoranda and other ad-hoc reports., • Prepare periodic investor updates and conduct analyses and support work for fundraising and investor relations as needed. Other: • 2-5 years of investment experience in private equity, fund of funds, co-investments, or secondaries with prior investment banking or management consulting experience., • Ability to manage multiple simultaneous workstreams in a high intensity, fast paced environment., • Applying critical thinking and judgement in the review of investment opportunities., • Working with senior and junior team members across various teams to collaborate on initiatives.

Seeking a highly motivated, detail-oriented individual to work in the accounting department of a U.S. broker-dealer and branch subsidiary of a multinational financial services group based out of Spain. Job Description: This internship will provide exposure to the various facets of accounting for financial institutions. The intern will get exposure to working with the broker-dealer, bank and cost management teams and this will provide a diversity of knowledge in different financial products and systems. This position will also have exposure to certain front office business teams and with senior management in the Finance area. The detailed list of responsibilities is below: • Assist in preparation of journal entries for investment banking fees, including review of deal documents and internal records to ensure accuracy of booking, • Assist in preparation of journal entries for operating expenses and ensure proper authorization supports the expenses, • Assist in daily reconciliations of the firm’s bank accounts, including the operating accounts and payroll accounts, • Track and analyze operating expenses by lines of business, • Assist in preparing month-end reconciliations and assist in month-end closing process, • Assist in preparing allocation of expenses by department for invoices to send to Accounts Payable, • Analyze daily fluctuations in P&L by product and prepare explanations of significant changes to be sent to the CFO, • Assist in reconciling payroll related accounts on a monthly basis, • Assist cost management team in cost allocation, expense reporting, etc., • Other ad-hoc projects, as needed Qualifications • Majoring in Business, • Ability to understand and solve accounting issues, • Proficient in Microsoft Excel, Word, and PowerPoint, knowledge of pivot tables and more complex formulas in excel is a plus, • Well organized and detailed oriented, • Quick learner, self-motivated and a team player All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $30/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:26-30810 Pay Range: $25 - $29.40/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: • Support client onboarding, account setup, and client transitions., • Handle ongoing account maintenance, including account names, fee schedules, benchmarks, client agreements, and authorized contacts., • Respond to client inquiries and requests and provide proactive client updates., • Support client cash-flow requests and coordinate with internal teams to resolve client needs., • Update client and authorized third-party contact information in CRM systems., • Prepare weekly, monthly, and quarterly client reports and presentations., • Support Client/Relationship Manager meetings and prepare meeting materials., • Complete due diligence activities and client questionnaires., • Identify, escalate, and help resolve client experience issues., • Participate in projects focused on risk mitigation, operational efficiency, and client service improvements. Key Requirements and Technology Experience: • Bachelor's degree preferred., • Strong client service and communication skills., • Experience in financial services, banking, asset management, investment management, or a related environment., • Experience with client onboarding, account maintenance, or client operations., • Ability to manage multiple priorities and respond effectively to client requests., • Strong attention to detail and problem-solving skills., • Ability to work effectively with internal teams and external clients., • Client Service / Client Relationship Management, • Client Onboarding / Account Setup, • Account Maintenance, • Client Inquiries & Requests, • Client Communication / Proactive Updates, • Client Reporting, • Financial Services / Banking, • Cash Flow / Payments / Wires / Transfers, • CRM / Client Management Systems Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy _.

Title: Partnerships Associate, Private Equity Location: New York City (4 days in-office, Fridays remote) Compensation: $125,000-$150,000 Base Salary + Bonus, Equity & Benefits We're partnering with a rapidly growing Series A AI company helping finance organizations automate complex workflows across accounts receivable and the broader Office of the CFO. Backed by leading investors and experiencing rapid growth, the company is expanding its Private Equity Partnerships team and looking for a highly driven Partnerships Associate to help scale one of its most successful go-to-market channels. The Opportunity We're seeking an ambitious, analytical, and relationship-oriented Partnerships Associate to work directly alongside the Head of Private Equity Partnerships. This role sits at the intersection of private equity, finance, go-to-market strategy, and artificial intelligence. You'll work directly with private equity firms, operating partners, CFOs, and portfolio company executives, helping turn strategic relationships into measurable revenue opportunities. This is a high-ownership position that offers direct exposure to senior investors and executives, with the opportunity to build your own relationships and become a key contributor to the firm's long-term growth strategy. For candidates coming from investment banking, private equity deal sourcing, growth equity, venture capital, transaction services, or sponsor-focused business development environments, this represents a unique opportunity to apply strong commercial and financial instincts within a high-growth operating company. Key Responsibilities • Develop targeted outreach campaigns for private equity firms, operating partners, and portfolio company executives, • Draft personalized email, LinkedIn, and executive-level communications to drive engagement, • Identify warm introduction pathways across existing networks and strategic relationships, • Conduct research on private equity firms, investment strategies, portfolio companies, and industry trends, • Prepare detailed briefing materials ahead of meetings with investors, operating partners, CFOs, and executive teams, • Support meeting execution by capturing key takeaways, action items, and follow-up opportunities, • Help activate portfolio company relationships and drive introductions across sponsor portfolios, • Build customized presentations, case studies, ROI analyses, and strategic materials for prospective partners, • Analyze channel performance metrics including engagement, meetings, pipeline generation, conversion rates, and portfolio penetration, • Support conferences, executive dinners, roundtables, webinars, and relationship-building initiatives, • Maintain CRM hygiene, reporting processes, and partnership tracking systems, • Identify opportunities to improve workflows, automate processes, and increase operational efficiency across the partnerships function What We're Looking For • 2-3 years of professional experience in investment banking, private equity deal sourcing, growth equity, venture capital, transaction services, consulting, or sponsor-focused business development, • Strong analytical capabilities with the ability to evaluate financial, operational, and commercial information, • Exceptional organizational skills and attention to detail, • Excellent written and verbal communication skills with confidence engaging senior executives, • Ability to manage multiple priorities and execute with a high degree of ownership, • Strong commercial judgment and a natural ability to identify business opportunities, • Resourceful, self-directed, and comfortable operating without a predefined playbook, • Bias toward action and ability to thrive in a fast-paced, high-growth environment, • Interest in private equity, finance technology, AI, and go-to-market strategy, • Experience using CRM systems and managing complex relationship pipelines is preferred What Success Looks Like During your first several months, you will: • Build scalable processes around private equity relationship management, portfolio mapping, and opportunity tracking, • Improve the quality and speed of preparation for high-value investor and executive interactions, • Help accelerate opportunities from initial conversation through portfolio activation and pipeline creation, • Create meaningful leverage for senior partnership leadership by driving execution and operational excellence, • Develop a strong understanding of the sponsor ecosystem and how partnerships translate into revenue growth Over time, success will mean becoming a trusted member of the partnerships team who can independently manage relationships, identify opportunities, represent the company externally, and help shape the long-term growth strategy of the private equity channel. Why Join? • Join a category-defining AI company transforming the Office of the CFO, • Work directly with senior private equity investors, operating partners, CFOs, and executive leadership teams, • Significant ownership and visibility from day one, • Clear path toward managing strategic relationships independently, • Exposure to private equity, finance, AI, and enterprise software within one role, • Competitive compensation including bonus and meaningful equity participation, • Comprehensive health, dental, and vision benefits, • High-growth environment with exceptional career advancement opportunities, • Opportunity to help build and scale a critical go-to-market channel at an early-stage company, • Collaborative, entrepreneurial culture with direct access to leadership team members

Reference 26000K7D Responsibilities Division Description The Insurance Solutions team develops innovative capital and financing solutions at the intersection of insurance, structured finance, and alternative investments. The group advises on and executes complex transactions, including securitizations, rated note feeders, collateralized fund obligations, and other insurance-related funding structures. Leveraging deep expertise in financial modeling, credit analysis, and rating agency engagement, the team helps insurance companies, asset managers, and institutional investors optimize capital efficiency, access new sources of financing, and support strategic growth initiatives in evolving private credit and insurance markets. Position Overview The Associate, Insurance Solutions will play a key role in the analysis, structuring, and execution of insurance-linked and structured finance transactions. The successful candidate will combine strong quantitative, analytical, and financial modeling capabilities with experience in securitization and structured products. This individual will work closely with senior professionals to support transaction execution, develop sophisticated cash flow and valuation models, conduct portfolio and collateral analysis, and coordinate with rating agencies and other transaction stakeholders. The role provides exposure to a broad range of insurance and asset-backed financing transactions, including rated note feeders, collateralized fund obligations (CFOs), fund finance structures, and other private credit and insurance capital solutions. Over time, the Associate will be expected to assume increasing responsibility for project management, client interaction, and mentorship of junior team members. Key Responsibilities Transaction Execution & Analytics • Support the structuring and execution of complex insurance and securitization transactions., • Develop, maintain, and enhance detailed transaction, portfolio, and cash flow models for structured finance and insurance-related capital solutions., • Analyze collateral performance, cash flow waterfalls, leverage structures, and transaction economics across a variety of asset classes., • Evaluate transaction risks, sensitivities, and stress scenarios to support investment and structuring decisions., • Assist in the preparation of investment memoranda, transaction summaries, and client presentations. Structured Finance & Insurance Solutions • Participate in the design and execution of securitization structures involving insurance companies, asset managers, and alternative investment platforms., • Support transactions involving rated note feeders, collateralized fund obligations (CFOs), asset-backed structures, and other private fund securitization solutions., • Assess structural features including credit enhancement, liquidity mechanisms, reserve accounts, and covenant packages., • Analyze portfolio performance and monitor ongoing transaction compliance and reporting requirements. Rating Agency & Stakeholder Management • Prepare rating agency materials and support the ratings process from initial review through final issuance., • Coordinate data requests and analytical discussions with rating agencies, legal counsel, trustees, and other transaction participants., • Assist in responding to diligence questions and requests from clients, investors, and counterparties., • Monitor rating agency methodologies and industry developments relevant to insurance and structured finance transactions. Project Management & Team Development • Manage transaction workstreams and deliverables across multiple projects simultaneously., • Collaborate with senior professionals to ensure timely execution of mandates and client deliverables., • Provide guidance, oversight, and mentorship to Analysts and junior team members as responsibilities expand., • Contribute to internal process improvements, modeling enhancements, and knowledge-sharing initiatives. Qualifications Profile required • 2 - 5 years of relevant professional experience in insurance solutions role working on securitization transactions, • Demonstrated experience building securitization, structured finance or complex cash flow models, • Experience interacting with rating agencies, • Advanced proficiency with MS-Excel with experience in VBA, python or other tool, • Experience with rated note feeders and/or collateralized fund obligations a big plus, • BS in finance, economics, math or other relevant discipline ideal Business insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know. OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/) DIVERSITY, INCLUSION & BELONGING (“DIB”): Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/ COMPENSATION: Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

Team You will work as part of the Leucadia Asset Management (LAM) Technology team for Jefferies. The team provides solutions and support for the asset management business specific to the portfolio management platform and related systems in that environment. Role Support the Geneva platform and related environment. This will involve integrating with the Geneva system for inputs, outputs, reporting and downstream applications. You will work as part of a team supporting the application and closely with business users on new requests and requirements. Key Responsibilities The key responsibilities are: • Work on one or more projects of moderate to advanced complexity, • Assist with the development of new modules within the existing framework of Windows applications, • Effectively document and communicate assigned work and progress, • Tests programs to ensure quality and expected results prior to deployment in production environment, • Resolve production Issues on a timely fashion Qualifications Required: • 5+ years of development experience using C# & .NET framework 3.5 / 4.0 as full stack developer., • Experience building C# Console and windows applications for data processing., • Experience in Microsoft SQL Server and design/architectural patterns (e.g. Model-View-Controller (MVC), • Familiarity or working experience of Web API, REST & SOAP web services., • Knowledge of Unix/Linux and shell scripting., • Proficient understanding of database (MSSQL), including T-SQL, Stored Procedures, etc., • Knowledge of Hedge Funds and Investment Banking preferably Buy Side., • Self-motivated with the ability to work independently and with team, • Strong skills in problem solving and debugging, • Excellent understanding of general programming concept, • Have experience with Object-Oriented Design (OOD) in .NET development. Nice to Have: • Basic understanding of trade flow processes and security master setup/configuration across various asset classes: ie; listed equities/ equity swaps / FX / CDS and IRS / Bank Debt / bonds and ABS., • Experience with Geneva, • Geneva Accelerators and REST APIs, • Geneva RSL, SQL reporting and shell scripts, • Geneva Data Loader and xml formats Primary Location Full Time Salary Range of $150,000 - $170,000.

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products that can deliver solutions for the most complex needs of its clients anywhere in the world. Within the CIB US Regulation and Internal Control (RIC) unit of a large global foreign bank branch, this role is part of the testing function under the global Non-Financial Risk (NFR) team within BBVA. He or she will assist in executing the testing program for the US Bank Branch and Broker Dealer within CIB, according to corporate guidelines and methodology. He or she will also help prepare the annual testing plan, perform reviews and assist with other risk management processes such as risk assessments, issue management, and/or reporting, among others. Responsibilities: • Assist the US Head of Testing in conducting a branch-wide risk analysis twice a year to identify areas of focus., • Assist the US Head of Testing in developing the annual Testing Plan and obtaining the appropriate Management approvals., • Coordinate and interact with a cross functional team of stakeholders across various seniority levels., • Conduct Testing reviews in accordance with the plan and the approved testing methodology., • Identify and test controls, identify issues, and execute Testing reviews with little or no supervision., • Provide timely status on his or her activities to the US Head of Testing., • He or she will be accountable for the reviews performed and assist the US Head of Testing with drafting Test reports., • Follow up on action plans resulting from Testing reviews, track committed deadlines and raise / escalate any delays., • Help to identify opportunities and propose continuous improvement ideas for the Testing function., • Assist in responding to both internal and external requests (e.g. Internal Audit, Regulatory requests). Requisites for the position: • Bachelor’s degree or equivalent academic experience., • At least 8–12 years of relevant experience in the financial services industry in one or more of the following areas: compliance testing or monitoring, internal audit, bank or financial-services regulatory examination/supervision, operational or non-financial risk, or a comparable independent assurance, risk, or control function., • At least 5 years of experience in a senior, lead, or similarly responsible capacity conducting or overseeing risk-based reviews, audits, examinations, testing, control assessments, or other assurance activities., • Knowledge of testing methodologies, frameworks, and industry practices., • Experience with preparation of quality workpapers and reports to Senior Management., • Understands regulatory expectations with respect to a testing team., • Strong analytical and oral/written communication skills., • Goal-oriented., • Ability to be a self-starter in a dynamic environment with limited supervision., • Spanish is a plus. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $160,000 to $175,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these position

Campbell Lutyens Campbell Lutyens is the world’s leading independent private capital advisor. The firm provides a unique combination of private capital capabilities, with services spanning private equity, private credit and infrastructure, and specialist expertise in primary fundraising, secondary transactions and GP capital solutions. The company utilises a data-led approach, combining unique market insights with long-standing global relationships to access deep pools of capital and the world’s leading private market sponsors. With a team of over 300 colleagues operating across 15 locations and three continents, Campbell Lutyens delivers global reach with local insight. Campbell Lutyens has raised and advised on over $828 bn of capital across its 35+ year track record, advising General Partners and Limited Partners at every stage of the capital life cycle. Campbell Lutyens has entered into a definitive agreement to join forces with Lazard to form a new unit, Lazard CL, creating the leading private capital advisory platform globally. Combining two highly complementary platforms, Lazard CL will bring together leading capabilities across private equity, infrastructure, private credit and real assets, offering employees the opportunity to be part of the leading private capital advisory platform globally at an exciting stage of growth and evolution. Role Overview To support the continued growth of our Infrastructure Secondaries team, we are seeking an Associate or Senior Associate to join the practice. This role offers the opportunity to contribute to landmark secondary transactions for leading private capital firms and global institutions at an important stage in the firm’s evolution. The successful candidate will support the deal lead in executing GP-led secondary transactions as second-in-command, oversee and develop junior colleagues, and contribute to the Firm’s origination efforts and broader initiatives. Campbell Lutyens has consistently earned recognition as the leading global advisor among its peers in infrastructure and is supported by a team of 35+ infrastructure specialists across infrastructure primaries and secondaries. The firm recently topped Infrastructure Investor's 2026 global advisory rankings for both new and total capital raised, was named global placement agent of the year for the second consecutive year, and swept the Investor Awards across the global, EMEA, APAC, and Americas categories. Within secondaries, Campbell Lutyens has advised on over $50 billion of infrastructure and real assets transactions over the past decade and holds a market share of more than 50% in the last 5 years. Responsibilities Transaction Execution and Client Delivery • Support the deal lead in coordinating GP-led secondary transactions and liaising with clients, advisors, lawyers and counterparties throughout the process, • Manage data rooms, NDA negotiations, client communications and buyside queries with minimal assistance from the deal lead, • Lead or assist in drafting key marketing materials, including confidential information memoranda, teasers and bespoke analyses, identifying value drivers, investment considerations and potential diligence areas Financial Analysis and Materials • Build and maintain bespoke transaction models with minimal assistance from the deal lead, incorporating asset- or portfolio-level assumptions, fund economics and secondaries transaction structures, • Produce thoughtful analysis and concise, technically accurate presentations and written materials, • Review Executives’ modelling and analytical work, helping to resolve issues and ensure quality Investor Coverage and Business Development • Develop knowledge of leading infrastructure-focused secondary investors, LPs and other institutional investors, including their preferences across sectors, geographies and transaction types, • Participate in investor meetings and develop relationships within the global infrastructure investment community, including peer contacts at LPs and GPs, • Monitor infrastructure market trends, sector developments, fundraising activity and transaction precedents, and contribute market insights, potential mandates and transaction ideas, • Build knowledge of primary products, fundraising processes and GP assessment criteria, and discuss primary and secondary market trends with market participants Team Leadership and Firm Contribution • Manage and review Executives’ work, delegate appropriately and ensure output provided to senior team members is accurate, timely and of high quality, • Teach, coach and mentor junior colleagues, providing clear direction and constructive feedback, • Build relationships across teams and offices and contribute to firm-building activities and broader Firm initiatives Candidate Profile • At least 3 years of investment banking, infrastructure investing, private equity, project finance or capital markets experience; secondaries experience is a plus, • Demonstrated interest in infrastructure and real assets, including power and renewables, digital infrastructure, transportation, midstream and energy, social infrastructure or real estate; familiarity with infrastructure valuation methodologies and investment metrics is preferred, • Understanding of M&A and/or GP-led process structures and dynamics, • Ability to manage projects and external communications independently, prioritize multiple demands and perform in a fast-paced environment, • Advanced Excel, PowerPoint, business writing and communication skills, with extremely high attention to detail and a strong propensity for relationship building, • Ability to leverage AI tools effectively and responsibly What We Offer At Campbell Lutyens, we appreciate the commitment and contributions of our employees and strive to offer a comprehensive benefits package that supports employees and their families. The anticipated annual base salary range for this position is $175,000 to $240,000. The successful candidate may be appointed at the Associate or Senior Associate level based on their experience, qualifications, and the requirements of the role. The actual base salary offered will be determined within the stated range based on factors including the successful candidate’s experience, qualifications, skills, and appointed level. This position may also be eligible for discretionary incentive compensation. Benefits and compensation are subject to eligibility requirements and the terms of the applicable plans and policies. The above list is not exhaustive, and the job holder is required to undertake such duties as may be reasonably required from time to time.

Overview: Pearlmark is an investment firm that targets domestic core-plus to value-add real estate opportunities via commingled funds, separate accounts, and joint venture structures. Since 1996, the Pearlmark team has sponsored more than 15 real estate equity and debt investment programs and completed over 600 real estate equity and debt transactions on behalf of investors, representing $6.3 billion in equity capital commitments and $14.7 billion in gross investment value. The firm is currently investing on behalf of a senior debt fund, mezzanine debt fund, and value-add equity fund. The company currently employs 30+ professionals and with offices in Chicago and New York. Job Description: Pearlmark is actively seeking a highly-motivated, self-starter to join its private equity investments group in its Chicago or New York office as an Investment Senior Analyst or Associate supporting the debt and equity platforms. This team member will be responsible for analyzing new acquisition, development, and debt investment opportunities and take part in every aspect of the deal lifecycle, from initial underwriting to disposition. The individual will work directly with senior leaders and will report to the Managing Director of Investments. Key Responsibilities Investment Screening and Underwriting • Create and maintain detailed, complex cash flow analysis for acquisition and debt transactions, • Conduct market research to build pro forma assumptions leveraging various data sources, calls with brokers, and conversations with other market participants, • Interface with Asset Management to review key inputs; defend and articulate key assumption drivers to senior team members, • Identify and communicate key risks and mitigants, • Run sensitivity and scenario analyses Transaction Support • Create investment committee memoranda with input from team members; present materials internally and to investors, • Draft soft quotes and term sheets for equity and debt transactions, • Collaborate with Asset Management to conduct property and sponsor due diligence; compile, review, and summarize third party reports, property level data, contracts, and sponsorship history; ensure closing checklist is complete and all issues are appropriately flagged and resolved, • Participate in joint venture and loan document negotiation; coordinate legal review, • Review closing statements for accuracy and completeness, • Prepare investment committee materials for business plan updates and dispositions Asset and Portfolio Management • Maintain financial models post-closing; update quarterly for valuation review, • Create PowerPoint slides on new equity investments and debt originations for quarterly investor presentations; draft ongoing business plan updates for senior team review, • Assist Asset Management with ad-hoc analyses Requirements • Bachelor’s degree; concentration in real estate or finance preferred, • 2+ years of real estate private equity, REIT, debt, brokerage, banking, or valuation experience, • Analytical and cash flow modeling skills, including distribution waterfalls and construction draws, • Transaction closing experience, • Highly proficient in Excel and PowerPoint; proficiency in Argus preferred, • Strong team player able to work and solve problems independently and proactively, • Excellent written/verbal communication and organizational skills, • Familiarity with AI use cases for commercial real estate, • Ability to travel Preferred Attributes • Ability to manage multiple priorities in a fast-paced, team-oriented environment, • Proactive mindset with a desire to take ownership of workstreams, • Strong interpersonal skills and ability to work with cross-functional teams Compensation: $100,000-$125,000 annually with placement within the range based on relevant experience, skills, and qualifications. In addition to the base salary, there is a discretionary bonus based on company and personal performance. What We Offer: Pearlmark offers a competitive benefits package to full-time employees including medical, dental, vision, life insurance/ADD, 401(k) retirement plan, long-term disability insurance, and FSA. Pearlmark is backed by Generali, one of the world’s largest insurance asset managers. This backing offers the financial strength and global reach of an established institution while preserving the agility and conviction-driven culture of an entrepreneurial firm. For professionals early in their careers, the environment at Pearlmark is designed to accelerate growth. This individual will work closely with senior leadership, benefit from structured mentorship within the firm, and develop relationships across the broader real estate industry. Pearlmark encourages and supports its employees in participating in real estate boards, networks, and events across the industry.

Job Title: Investment Banking Analyst – Healthcare (Life Sciences / Biopharma) Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking Analysts to support the execution of a broad range of advisory and capital raising transactions across life sciences and biopharma. Analysts will work closely with Associates and senior bankers, gaining meaningful experience in transaction execution, financial analysis, and strategic advisory. • Support the execution of equity financings, M&A, and other strategic advisory transactions for life sciences clients, • Prepare pitch books, offering memoranda, management presentations, and other transaction marketing materials, • Perform detailed financial modeling and valuation analysis to support live transactions and pitches, • Conduct industry, company, and product research across various therapeutic areas in biopharma, • Participate in client meetings and investor presentations, • Support drafting sessions for underwriting and advisory engagements, • Conduct comprehensive industry, company, and transaction-specific due diligence, • Provide analytical and execution support to senior bankers and deal teams Qualifications: • 1-2 years of investment banking experience; life sciences/biopharma experience strongly preferred, • Demonstrated experience supporting M&A, capital markets transactions, and strategic advisory assignments, • General knowledge of life sciences and biopharma industry trends, • Financial modeling and valuation expertise, knowledge of biopharma-specific frameworks preferred, • Exceptional verbal and written communication skills, • Proven ability to manage multiple workstreams simultaneously in a fast-paced environment, • Strong attention to detail and organizational skills, • Series 63 and 79 licenses preferred Educational Qualifications: • Bachelor’s Degree required, • Undergraduate or graduate coursework in life sciences (biology or related field) is a differentiating plus Compensation: • Base salary range of $125,000 - $135,000, plus discretionary bonus The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

About Eleven Recruiting We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for the best pay, diversity in tech, and the best job fit for every candidate we place. Our client, a leading investment firm, is seeking a Senior Identity and Access Management Engineer to join their team in New York, NY! The ideal candidate will be expected to be an expert in the firm's Identity as a Service platform, driving internal changes to their implementations. Responsibilities • Work effectively across multiple environments that each have their own unique processes and procedures., • Develop the technical NHI/AI security architecture., • Build and operate the systems that discover, inventory, authenticate, and enforce least privilege for non-human identities across the enterprise., • Partner with engineering and platform teams to embed NHI security practices into their workflows., • Own the end-to-end design and governance of Joiner/Mover/Leaver (JML) workflows across the firm and its entities., • Define RBAC/ABAC entitlement models in a way that balances least-privilege with user experience., • Build upon the existing Identity as a Service platform to improve the end-user experience, • Proactively partner with various engineering and platform teams to understand pain points, and propose solutions to those problems., • Serve as the internal subject matter expert for IAM., • Onboard new applications to the firm’s SSO solutions., • Maintain documentation for IAM processes. Qualifications • Deep understanding of Identity related risks and controls., • Experience with working across multiple IDPs (Org2org, federation, CIAM/Workforce, etc.)., • Experience with Terraform., • Deep understanding of SSO related technologies such as SAML, OIDC, SCIM, JIT., • Deep understanding of identity lifecycle management., • Experience with SQL and scripting (Python, Powershell, etc.)., • Experience with Okta Workflows., • Bachelor's Degree in Computer Science, Information Technology or related field., • 7-10 years of experience in IAM or other Cybersecurity related fields., • Results oriented and the ability to manage multiple tasks and deadlines with attention to detail., • Strong communication and self-management skills. Pay Rate: $80 - $120/hr Your safety matters to us. To protect yourself from potential scams, remember that Eleven recruiters only contact you from @elevenrecruiting.com email addresses. Be cautious of emails from other domains. Legitimate Eleven recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any links—visit _directly for confirmed position openings.

Our client is a global real estate investment manager with over $100 billion in assets under management. With a presence spanning major markets worldwide, the firm invests across the full spectrum of real estate strategies and asset types, delivering long-term value for a diverse institutional investor base. The firm is known for its disciplined, data-driven approach to portfolio management and its collaborative, high-performance culture. The firm is seeking a Real Estate Asset Management Analyst to join its asset management team. This individual will play a key role in supporting the firm's valuations program, asset and business strategy, performance monitoring, and investor and senior management reporting. This is an excellent opportunity for a motivated professional early in their real estate career to gain broad exposure to portfolio-level asset management within a leading global platform. Responsibilities: • Assist in the execution of the firm's quarterly and annual valuations program, including coordination with internal teams and third-party valuation providers, • Support the development and ongoing refinement of asset and business strategy for properties across the portfolio, • Monitor asset and portfolio performance against budget, underwriting, and market benchmarks, • Prepare and assist in the production of investor reporting materials and senior management presentations, • Analyze property-level financial statements, market data, and operating metrics to support decision-making, • Collaborate with acquisitions, asset management, and finance teams to ensure accurate and timely reporting, • Assist with ad hoc financial analysis and special projects as needed Qualifications: • 1–2 years of relevant work experience in real estate asset management, real estate valuations/consulting, acquisitions, or investment banking with a real estate M&A focus preferred, • Bachelor's degree in Finance, Real Estate, Economics, or a related field, • Strong financial modeling and analytical skills, with proficiency in Excel, • Excellent written and verbal communication skills, • High attention to detail and ability to manage multiple priorities in a fast-paced environment, • Strong team orientation with the ability to collaborate across functions

Investment Banking Associate Location: New York City, New York Salary Expectations: $145,000 - $180,000 + bonus Piper Maddox have been assigned to a leading women-owned boutique investment bank as they continue to grow their investment team. The primary responsibilities for the Investment Banking Associate include driving day-to-day execution of M&A transactions, building financial models, and leading the creation of client materials in Energy Transition/Power & Sustainability clients. This is an opportunity to work in a boutique investment firm with high ownership on M&A and capital raising activities, a flat organization with direct visibility to Managing Directors, and a low pitch-to-deal ratio. What you will do: • Drive work product and modeling by building, reviewing and refining valuation work, financial models and corporate and project finance analyses, including DCF, pro forma merger analysis and trading and transaction comparables., • Run day-to-day execution on M&A, private capital raising and recapitalization transactions across Energy Transition, Power and Sustainability, coordinating internal and external workstreams., • Driving the development of pitch books, process documents and board-level presentations, including market updates, sector analyses, TAM overviews and investor insights, using PowerPoint, PitchBook, FactSet, Excel and other industry-specific databases., • Assist in the preparation of investment committee memoranda and Board materials supporting greenfield and M&A investment approvals What you will have: • Experience within Power, Energy, and Infrastructure sectors – sell-side experience preferred within renewables (and/or thermal and a mix of buy and sell side), • 2–4 years of investment banking experience; candidates with equivalent experience at an institutional investor (e.g., private equity, growth equity, infrastructure, credit) interested in transitioning to advisory to be considered, • Deep technical foundation in financial modeling, valuation and transaction structuring across M&A, capital raising and related advisory work, with the ability to apply skills creatively to a diverse set of clients' needs, • Direct involvement in client facing work – negotiation, advising and closing in M&A and capital raise activities.

About Jefferies Jefferies is a leading global, full-service investment banking and capital markets firm with deep industry expertise, strong execution capabilities, and a client-focused culture. Our Financial Institutions Group (FIG) advises a broad range of financial services companies on strategic and capital markets transactions across banking, insurance, asset management, specialty finance, and fintech sectors. Our Specialty Finance team advises market-leading public and private companies across consumer finance, asset-based lending, equipment finance, leasing, commercial finance, payments, and other specialty lending sectors. Position Overview Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The successful candidate will play a key role in the execution of M&A, capital raising, and strategic advisory assignments while working closely with senior bankers and clients across the specialty finance ecosystem. Key Responsibilities • Execute and manage M&A, equity, debt, and strategic advisory transactions for specialty finance clients., • Develop, review, and maintain complex financial models, including operating models, valuation analyses, merger models, accretion/dilution analyses, and LBO analyses., • Prepare and oversee the development of client presentations, board materials, offering memoranda, marketing materials, and other transaction-related documentation., • Conduct industry, company, and market research to support transaction execution and business development initiatives., • Manage due diligence processes and coordinate with clients, legal counsel, accountants, lenders, investors, and other external advisors., • Serve as a key point of contact on transaction workstreams and collaborate closely with senior bankers, clients, and internal product partners., • Participate in client meetings and contribute to strategic discussions across a variety of advisory and financing assignments., • Assist with business development efforts, including pitch preparation, market updates, and relationship management activities., • Mentor and develop junior team members while ensuring the quality, accuracy, and timeliness of deliverables., • Contribute to a collaborative team environment while balancing multiple priorities in a fast-paced setting. Qualifications • 5+ years of relevant investment banking experience, with preference for candidates from FIG, specialty finance, financial services, or related sectors., • Strong transaction execution experience across M&A, capital raising, and strategic advisory engagements., • Advanced financial modeling, valuation, analytical, and accounting skills., • Demonstrated ability to manage multiple workstreams and consistently deliver high-quality work under tight deadlines., • Strong understanding of financial institutions, credit-oriented business models, and specialty finance sectors., • Excellent written, verbal, presentation, and interpersonal communication skills., • Ability to work effectively with senior bankers, clients, and cross-functional teams., • Proven leadership capabilities and a track record of mentoring junior professionals and managing transaction teams., • Commercial mindset with strong problem-solving skills, attention to detail, and sound judgment., • Bachelor's degree with a strong academic record; MBA or other advanced degree is a plus but not required., • Title (Associate or Vice President) will be determined based on experience, transaction execution capabilities, leadership qualities, and client management experience.

Starch is building the AI native operating system for investment banking. Deal teams still spend enormous amounts of time assembling pitch materials, rebuilding comps and precedent transactions, maintaining buyer and target lists, searching prior deals for work that has already been done, and moving information between data rooms, CRMs, trackers, and inboxes. Starch connects to the tools banks already use and turns this work into secure, auditable workflows powered by AI. We are backed by Wonder Ventures and Night Capital. We are early, ambitious, and building alongside sophisticated investment banks. The Role We are looking for a Founding Software Engineer to take broad ownership of Starch's technical foundation and help us build software that investment banks can trust with live deals and confidential client information. You will design and build core backend systems, shape our architecture, strengthen infrastructure and security, and improve how we deploy, monitor, and scale the platform. You will work directly with the founders, make consequential technical decisions, and have a meaningful voice in product and business direction. This is a hands on role with unusually broad scope. You will establish durable foundations across the platform while helping us decide where to hire, automate, or bring in specialized support as the company grows. What you will own • The architecture and evolution of Starch's core platform, • Backend systems, infrastructure, deployments, observability, reliability, and performance, • Security practices and the deployment requirements that come with bank information security review, • Technical controls and systems that support SOC 2 and ISO 27001 compliance, in partnership with the founders and external specialists, • Integrations with market and company data providers, CRMs, data rooms, document and deal management systems, AI models, and execution environments, • Technical decisions that allow Starch to scale across banks and deployment environments, • The engineering standards and practices that will shape the future team Our Stack Starch is a TypeScript native platform built on Postgres. Our modular architecture combines a shared foundation with bank specific workflows, integrations, and deployment configurations. This allows us to build deeply customized systems for individual banks without fragmenting the core platform. The platform spans containerized services, infrastructure managed through Terraform, edge function deployments, AI model gateways, automation systems, browser workflows, isolated code execution environments, and an expanding ecosystem of market data and enterprise integrations. You do not need experience with every part of the stack, and you do not need a background in banking. We care more about strong engineering judgment, systems thinking, and the ability to master new technologies quickly. We will teach you how deals actually get done. You might be a fit if you: • Have deep experience building and operating production systems, • Understand architecture, infrastructure, databases, security, deployment, and reliability at a fundamental level, • Crave ownership and are comfortable making consequential decisions with incomplete information, • Learn quickly and adapt as the product, customers, and technical constraints evolve, • Care about building simple, durable systems rather than adding unnecessary complexity, • Are willing to learn a domain deeply, because software bankers rely on has to reflect how deals actually run, • Want to influence product and business direction, not just execute a roadmap, • Are excited to work closely with the founders and help shape Starch's engineering organization We welcome candidates from unconventional backgrounds. We care about what you can build, how you think, and the level of responsibility you are ready to take on, not where you went to school or which companies appear on your resume. Compensation • Salary: $140,000 to $240,000, • Equity: Meaningful founding team equity, calibrated based on experience, role scope, and cash compensation Benefits • Health insurance, • Unlimited paid time off, • Meals provided during in office working days, • Visa sponsorship may be available for exceptional candidates, depending on individual circumstances Location Brooklyn Heights, Brooklyn. On-site five days a week. Interview process • 30 minute founder conversation, • 60 to 90 minute technical working session, • 30 minute final conversation with both founders, • References If you want unusual ownership, direct influence, and the opportunity to build foundational technology for the future of investment banking, we would love to hear from you.

About the Role We are looking for a Software Developer to join the Fixed Income Technology team, based in New York and supporting a global remit. The role involves building and maintaining systems across the full stack — from database development and data integration through to custom trading tools and reporting dashboards — with a focus on electronic repo operations. Key Responsibilities • Design, develop, and maintain an internal allocation rates engine, • Build and manage Triparty data ingestion, integration, and analysis tooling, • Develop custom screens, columns, and workflows within the Anvil (ION) repo platform, • Build and maintain reporting dashboards for traders and support teams, • MSSQL and Oracle database development feeding downstream systems and reporting, • Collaborate with NY and London Repo Trading Desks and Repo Support teams Required Skills & Experience • 2-3+ years of strong proficiency in Python for data processing, analysis, or application development, • Experience working with SQL (Oracle and/or MS SQL) for querying and data manipulation, • Solid understanding of relational database design and development, • Hands-on experience with ETL processes and data pipelines, • Familiarity with Unix/Linux environments for development and deployment Nice to Haves • Exposure to JavaScript, • Broader experience working across the data stack and integrating systems, • Java development experience, • Experience with the ION platform screens, workflows, custom development, • Repo / Fixed Income domain knowledge — Special/GC/CCP Bilateral/Triparty trade workflows, • Familiarity with data warehouse environments, • Knowledge of COCA / cost of carry calculations, • Exposure to electronic trading infrastructure Education Bachelor's degree in Computer Science, Engineering, Mathematics, Physics or a related quantitative field preferred. Primary Location Full Time Salary Range of $125,000 - $150,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Capstone is seeking a Senior Associate to join our Environmental Services team. The ideal candidate will have a strong quantitative and analytical background and an interest in understanding how environmental regulations, market dynamics, and broader policy developments impact companies, industries, and investment opportunities. The Senior Associate will conduct research and analysis across the environmental services sector, with a focus on identifying differentiated insights and investment opportunities. The role will involve analyzing companies, industries, regulatory developments, market trends, and financial data to assess their potential impact on businesses and investors. The successful candidate will work closely with senior team members and interact with clients, industry participants, policymakers, and other stakeholders. This is a highly analytical role that requires strong quantitative skills, intellectual curiosity, excellent writing and communication abilities, and an interest in applying research and analysis to investment decisions. We are particularly interested in candidates with experience in quantitative consulting, corporate strategy, turnaround or restructuring advisory, investment banking, private equity, equity research, or similar analytical environments. Experience in environmental services or related sectors is a plus, but direct environmental policy experience is not required. Candidates with environmental policy backgrounds will be considered where their experience has a strong quantitative and analytical component. Qualifications Successful candidates will possess the following attributes: • Strong quantitative and analytical skills with the ability to evaluate complex business and market dynamics, • Ability to develop differentiated insights and investment ideas supported by rigorous analysis, • Strong financial and/or quantitative modeling skills, • Intellectual curiosity and the ability to think creatively, • Strong writing and communication skills, • Ability to synthesize large amounts of information and communicate key takeaways clearly, • Strong client servicing and interpersonal skills, • Ability to work independently and manage multiple priorities, • Interest in combining business, markets, policy, and investing, • Experience analyzing companies, industries, or investment opportunities, • Environmental services or sector-specific experience is a plus, but not required Education and Experience Requirements • Four-year Bachelor's degree required; degrees in finance, economics, mathematics, business, or other quantitative disciplines are preferred, • 1–2 years of professional experience for Associate candidates, including candidates with relevant experience directly out of a Master's program, • Relevant experience in quantitative consulting, investment banking, private equity, equity research, corporate strategy, turnaround/restructuring advisory, or a related field, • Demonstrated quantitative and analytical capabilities, • Strong academic achievement, • Strong MS Excel skills, • Must be eligible to work in the U.S. without sponsorship Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend, and 401(k). The expected compensation for this role will be $90,000–$130,000 per annum, with eligibility in Capstone's annual bonus pool. This position can be based in our New York or Washington, DC office. Capstone is in-person Monday through Thursday, with flexible work from home Fridays. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Investment Analyst / Associate – Real Estate Private Credit Location: New York City A leading alternative investment firm is seeking an Investment Analyst / Associate to join its growing investment team. The firm invests across real estate credit, private credit, structured finance, and other asset-backed investment strategies. The successful candidate will work closely with senior investment professionals throughout the investment lifecycle, including underwriting, due diligence, structuring, execution, and ongoing portfolio management. This is an opportunity to join a lean investment team and gain significant transaction exposure and responsibility. Key Responsibilities • Evaluate and underwrite new real estate and private credit investment opportunities, • Build and maintain detailed financial models analyzing asset-level and investment-level cash flows, returns, credit metrics, and downside scenarios, • Perform credit, collateral, valuation, and portfolio performance analysis, • Conduct due diligence on prospective investments, including review of financial statements, operating information, third-party reports, legal documentation, market data, and other investment materials, • Assist with transaction structuring, term sheets, documentation, and execution, • Prepare investment committee memoranda, presentations, portfolio reviews, and other analytical materials, • Monitor existing investments, including financial performance, covenants, collateral, valuations, and other key performance indicators, • Perform periodic re-underwriting and scenario analysis and identify potential investment risks, • Conduct company, industry, real estate market, and macroeconomic research to support investment decisions, • Work closely with senior investment professionals and other internal and external stakeholders throughout the investment process, • Assist with portfolio reporting, valuation, and other investment management initiatives Qualifications • Approximately 2–4 years of relevant professional experience, • Experience in real estate investment, real estate credit, private credit, structured finance, investment banking, commercial banking, private equity, or a related investment role, • Bachelor's degree in finance, economics, real estate, mathematics, business, or another relevant discipline, • Strong financial modeling and analytical skills, • Advanced proficiency in Excel; experience with Argus and/or Python, VBA, SQL or other analytical tools is a plus, • Experience analyzing credit, cash flows, capital structures, investment returns, and downside scenarios, • Strong written and verbal communication skills, • Ability to prepare clear, concise investment memoranda and presentations, • Strong attention to detail and ability to manage multiple priorities in a fast-paced investment environment, • Intellectual curiosity, strong work ethic, and desire to take increasing ownership of investments and transactions The Opportunity This position provides significant exposure to senior investment professionals and the opportunity to participate in transactions from initial underwriting through closing and ongoing asset management. The successful candidate will have the opportunity to develop broad experience across real estate and private credit while taking on increasing investment and transaction responsibility over time. Title and compensation will be commensurate with experience.

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. Job Description The Analyst, M&A and Strategy will support the evaluation and execution of inorganic growth strategies and opportunities, including acquisitions, strategic partnerships, and other strategic initiatives. Will report directly to the Director, M&A and Strategy and have a high-level of interaction with senior leadership across the firm. This role provides exposure to senior leadership, board-level decision-making, and key complex strategic initiatives at a growing alternative asset management platform. It is well-suited for a high-performing banking analyst seeking a long-term, corporate strategic role within the alternatives industry. Primary Responsibilities Financial Modeling & Analysis • Build and maintain complex financial models related to acquisition targets and internal business planning, • Analyze transaction structures, valuation drivers, earnouts, and financing considerations, • Produce transaction financial and valuation analyses including accretion / dilution, IRR, public and private market comparables, etc., • Support due diligence by synthesizing financial, operational, and market data into actionable insights M&A and Strategic Support • Support evaluation and execution of M&A transactions and strategic partnerships, • Prepare deal committee and board materials for potential transactions, • Coordinate with internal stakeholders and external advisors, • Assist in integration efforts post-announcement including the project management of integration work streams across key functional areas Valuation & Market Analysis • Perform peer valuation and comp. set analysis across other public asset managers, • Analyze trading multiples, precedent transactions, and other market data points, • Track peer disclosures, earnings, and investor day materials to inform public shareholder strategy, as well as other private market transactions in the asset management space, • Maintain an internal CRM of the M&A pipeline and target lists Presentation & Materials Development • Draft high-quality presentations for senior management and board meetings that clearly articulate complex topics, analysis and conclusions ensuring materials are analytically rigorous and executive-ready, • Any additional responsibilities or special projects as assigned. Qualifications • Bachelor’s degree in Finance, Economics, or related field., • 2-3 years of experience in:, • Investment banking (Financial Institutions Group, Asset Management, M&A, Leveraged Finance or similar) and/or Corporate Development (financial institution preferred), • Demonstrated interest in alternative asset management and private markets, • Demonstrated expertise in financial modeling and valuation, • Advanced Excel and PowerPoint skills, • Familiarity with financial databases (e.g., CapitalIQ, PitchBook, etc.), • Strong understanding of financial statements and accounting concepts, • Exceptional attention to detail and ability to produce investor‑grade materials., • Strong written and verbal communication skills; comfort working with senior leadership., • Ability to manage multiple deadlines and work in a fast‑paced, dynamic environment., • Willingness to work extended hours., • Ability to travel (approx. 10-15%). Expected annual salary range: $130,000-170,000 The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.

Family Office Controller The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. Essential Requirements • Provide support to the CFO and family office leadership across all aspects of accounting and finance., • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner., • Prepare monthly and annual financial statements., • Manage investment accounting and monitoring and prepare investment reports., • Assist with the implementation of new technology related to general ledger and investment reporting., • Establish and maintain accounting and operational processes and controls., • Manage cash balances, cash flow forecasting, and liquidity planning., • Oversee banking relationships and treasury processes., • Supervise an accounts payable / junior accountant and work closely with them on expense processing., • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality., • Coordinate with external tax advisors to ensure timely and accurate filings., • Manage, build, and support budgets, expense tracking, and financial planning processes., • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals., • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity., • Work independently, manage recurring deadlines, and maintain strict confidentiality. Additional Qualifications • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment., • CPA required or currently on the CPA track., • Bachelor’s degree in Accounting, Finance, Tax, or a related field., • Excellent written and verbal communication skills., • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools., • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus., • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus., • Experience with consolidations and GAAP financial reporting., • Demonstrated ability to be flexible and resourceful in a complex and lean environment., • Strong judgment, discretion, and impeccable integrity., • Ability to work in the office five days per week., • Must be comfortable working in an office where dogs may be present in the future.

Project Finance US - Canada 1. Summary of Responsibilities: The Associate will be part of the team responsible for the origination, structuring, and execution of Project Finance deals in BBVA New York. In line with this level position they will have to concentrate on tasks such as preparing presentations, monitoring internal pipelines but keeping an eye on more senior tasks such as documentation of executed deals and, specifically, running financial models of awarded transaction 1. List Major/Essential Job Duties: • Helping more senior members of the team in underwriting, due diligence, and financial analysis of project finance opportunities in infrastructure and energy, • Maintenance and assistance with internal apps for both product and credit, • Preparation of market material for client pitches, • Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings, • Helping more senior members of the team in management of the diligence process from a technical and legal standpoint and overseeing the structuring process through deal closing, • Portfolio management and information reporting on in process transactions and closed deals, including interaction with finance on fee recognition 1. Level of Complexity and Risk Involved: There will be some moderately complex responsibilities in line with the project finance nature of their underlying responsibilities. Although they are not supposed to have detailed knowledge of the product or actual experience, they are supposed to quickly develop a strong understanding of underwriting and risk analysis; including coordination and interaction with other client and product groups within the bank. 1. Scope of Duties: • Interaction with Madrid team., • Maintenance of internal reports and their distribution to the appropriate areas., • Understanding and development of financial modeling, financial statement analysis, derivative instruments, • Client meeting participation when practical, • Preparation and monitoring of the loan closing process, • Identification and use of research and tools, • Participation in due diligence and legal meetings 1. Skills, knowledge, and abilities/competencies: • Degree in Economics, Accounting, Finance or related field, • 4+ years of experience working in corporate and/or investment banking related to Project Finance and/or experience in construction energy firms related to project finance is required, • Formal credit training a strong plus, • Fluent in English a must, preference for Spanish fluency, • Communication and presentation skills, • Ability to work in a team environment and under tight deadlines, • Understanding of financial statement analysis, financial modeling and DCF analysis, • Proficient in ALL Microsoft Office Tools, • Strong Excel and PowerPoint necessary, Bloomberg All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $115,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

H A R R I S O N S T O N E & A S S O C I A T E S, L L C Retained Financial Services Recruitment Specialists Director, Technology Investment Banking and Strategic Capital Disruptive Innovation Strategic Advisory Capital Formation LOCATION: New York City EXPERIENCE: 7-12 years EMPLOYMENT: Full-time LICENSING: FINRA registrations held or promptly obtainable Email: search@harrisonstone.com. Attention: Director, Technology IB THE OPPORTUNITY Harrison Stone & Associates has been retained by a global investment manager known for its research on disruptive innovation to recruit a Director for a developing technology investment banking and strategic capital platform. The business is being built in response to a growing flow of strategic and capital-related opportunities from companies across the firm's innovation ecosystem. The Director will evaluate those opportunities, convert the strongest into well-structured mandates and lead transactions from initial assessment through closing. The role also carries responsibility for developing the execution standards, materials, relationships and operating discipline required to build a durable advisory business. WHY THIS OPPORTUNITY This is a build role with an existing source of opportunity. The platform begins with differentiated research, sector knowledge and established access to founders, management teams and investors. The Director will use that foundation to deliver sound advice and bring the transaction judgment, discipline and execution required to turn opportunities into completed engagements. The position offers direct exposure to senior leadership, end-to-end ownership of client engagements and a meaningful voice in shaping coverage strategy, execution standards and the platform's future development. The mandate spans sell-side and buy-side M&A, private placements, growth and structured capital, recapitalizations, strategic partnerships and pre-IPO advisory. CORE RESPONSIBILITIES Evaluate and qualify. Assess incoming M&A, strategic advisory and capital-raising opportunities for fit, readiness, scope and execution requirements, and determine which are genuinely actionable. Execute transactions. Lead engagements from pitch and mandate through valuation, modeling, positioning, materials, diligence, negotiation and closing. Advise across the lifecycle. Counsel innovation-oriented companies on M&A, strategic alternatives, growth capital, private placements, recapitalizations, partnerships and pre-IPO positioning. Build senior relationships. Establish trusted relationships with founders, CEOs, CFOs, boards, financial sponsors, strategic acquirers and institutional investors. Develop technology coverage. Build a durable pipeline across artificial intelligence and software, robotics and autonomy, fintech and digital assets, space, genomics and multiomics, energy storage and advanced manufacturing. Build the operating model. Create evaluation standards, execution playbooks, transaction materials and repeatable workflows for the developing platform. Manage the process. Coordinate legal counsel, accountants, investors, buyers and other counterparties while maintaining process discipline and momentum. Connect research and advice. Work with research and investment professionals within applicable compliance controls and information barriers to translate differentiated sector knowledge into stronger client advice. CANDIDATE PROFILE Transaction ownership. 7-12+ years of investment banking experience covering technology, innovation or growth companies at a leading global bank, independent advisory firm or specialist boutique, with repeated ownership of live transactions. Technical command. Strong M&A and capital-raising experience supported by excellent financial modeling, valuation, written presentation and process-management skills. Senior client credibility. The presence to advise founders, CEOs, CFOs and boards, together with the judgment to distinguish compelling opportunities from those that are not yet actionable. Private-market fluency. A strong understanding of private-company capitalization, financing structures, investor dynamics and strategic alternatives across public and private markets. Commercial judgment. An emerging record of relationship development and origination, paired with a willingness to remain close to execution. Builder's temperament. Entrepreneurial, low-ego and collaborative; comfortable creating structure, operating through ambiguity and working without extensive junior infrastructure. Credentials. Bachelor's degree required; an MBA, CFA or comparable advanced credential is valued. Appropriate FINRA registrations must be held or obtained promptly. Experience within a registered broker-dealer is preferred. REGULATORY ENVIRONMENT The Director will operate within a regulated financial-services environment and must comply with applicable information barriers, personal-trading policies, disclosure requirements and regulatory reviews. Appropriate FINRA registrations must be held or obtained promptly. COMPENSATION AND LOCATION Anticipated base salary is $300,000-$360,000. The position also includes an annual performance bonus and a long-term incentive opportunity. Bonus considerations include individual and firm performance, transaction execution, origination and business development, mandates won, revenue creation and contribution to building the platform. Final compensation will reflect experience and qualifications. The position is based in New York City and will require meaningful travel for client and transaction activity. CONFIDENTIALITY AND CONTACT All inquiries will be handled in strict confidence. Harrison Stone will share candidate materials with the client only with the candidate's consent and will not contact a current employer without permission. Qualified candidates should submit a resume and representative transaction list through the posting or respond directly to the Harrison Stone representative who contacted them. The client is an equal opportunity employer. All qualified applicants will receive consideration without regard to any characteristic protected by applicable law. H A R R I S O N S T O N E & A S S O C I A T E S, L L C Retained search for investment management, banking and strategic finance leadership

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time. The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel. Role Profile • In this role, you will support the Executive Services business within Path to Advice, which is focused on delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships., • This individual will join a team of high-performers with a proven record of executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the coordination, tools, and support required to serve clients effectively and drive Net New Asset growth., • As a Vice President on the team, you will contribute to strategic discussions with internal stakeholders, engage directly with Financial Advisors and Field partners, help align key decisions across the Firm, and support their execution with efficiency and accuracy., • This role requires someone who can balance strategic thinking with day-to-day execution—helping scale Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization. Key Responsibilities • Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success., • Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps., • Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners., • Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience., • Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations., • Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness., • Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors., • Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream., • Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation., • Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights., • Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts., • Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services. Experience • Bachelor’s degree required, • 5-10 years in top-tier management consulting, technology or financial services firm, • Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus Skills Required • Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus, • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus, • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines, • Strong written and verbal communication skills, • Detail and results-oriented individual, • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment, • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint), • Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau), • AI related skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Role & Responsibilities: Argentum is seeking an Associate to join our investment team in Q4 2026. The Associate will be a core part of our small team and be involved in every aspect of the investment lifecycle, from sourcing investment opportunities, to managing due diligence processes, and supporting the firm’s existing portfolio companies. This role comes with promotion opportunities for strong performers. Primary responsibilities include: • Conducting market research on areas of investment interest, • Screening and outreach to prospective investments, • Developing bottoms-up financial and valuation models, • Managing the due diligence process of potential new investments, • Writing investment memos and completing accompanying analyses, • Supporting portfolio companies across functional areas (e.g. finance, operations, etc.) About Argentum: Argentum is a New York-based growth equity firm that supports entrepreneurial owners in building industry-leading business services and B2B tech-enabled companies. The firm invests in companies with revenues of $10 million to $50 million, providing capital to accelerate growth, fund acquisitions and / or generate shareholder liquidity. Over its 30-year history, Argentum has invested in 100+ companies and supported more than 200 add-on acquisitions on behalf of its portfolio companies. Argentum fills the growing gap between early-stage venture capital investors and later stage growth equity firms by targeting bootstrapped companies seeking $5 million to $20 million of equity capital. Learn more at www.argentumgroup.com Position Qualifications: • Bachelor’s degree from a top-tier school with a record of academic achievement, • Minimum of two years of work experience (i.e. investment banking, consulting, venture capital / private equity, private credit, independent sponsor, start-up operations, etc.), • Interest in sourcing (including market research, cold outreach, attending conferences, etc.), • Interest in business services and tech-enabled sectors, • Comfort with financial modeling and familiarity with investment due diligence / analysis, • Strong work ethic, attention to detail, good organizational skills and the ability to work on multiple projects with compressed deadlines, • Self-starter with ability to thrive in an entrepreneurial environment with little supervision, • Strong written and verbal communication skills Applicants must be currently authorized to work in the United States for any employer; no sponsorship is available for this position Location: New York, NY Start Date: Q4 2026 Compensation: The base salary range for this role is $140,000 - $150,000 per year plus a performance based bonus. Final compensation will be commensurate with experience Application: Please submit resumes to Sydney Monroe @ smonroe@argentumgroup.com with the subject title "Growth Equity Associate - [Your Name]." In the body of the email, please include a few sentences on each of the following: • Why you are interested in the role at Argentum, • An industry that excites you and why, • A company within that industry that fits Argentum's investment criteria

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. East West Bank is committed to delivering customized financial solutions and trusted advisory support to clients across its U.S. and international network. The Bank’s success is built on long-term client relationships, disciplined credit execution, cross-border expertise, and a collaborative culture focused on helping clients grow and succeed. As part of East West Bank’s continued growth in syndicated finance and capital markets, this role will help expand the Bank’s ability to provide broader financing solutions, deepen lender relationships, and support strategic client opportunities. The SVP/Managing Director, Syndications will be responsible for leading the origination, structuring, execution, and distribution of syndicated loan transactions across commercial banking, corporate banking, sponsor finance, asset-based lending, and other capital markets opportunities. This individual will partner closely with Relationship Managers, Credit, Treasury, Legal, Operations, and senior leadership to deliver financing solutions that meet client needs while expanding East West Bank’s syndicated lending capabilities. This role requires a senior professional with deep credit markets expertise, strong lender relationships, and the ability to advise clients and internal stakeholders on capital structure, pricing, market conditions, lender appetite, and execution strategy. The SVP/Managing Director will play a key role in driving revenue growth, optimizing balance sheet utilization, expanding distribution capacity, mentoring junior team members, and strengthening East West Bank’s position as a trusted lead arranger and syndication partner. This role can be based out of our HQ office in Pasadena, or Orange County, Dallas, NYC or Chicago Responsibilities • Lead the origination, structuring, underwriting, pricing, syndication, and execution of syndicated credit facilities, including revolvers, term loans, acquisition financings, recapitalizations, refinancings, and other debt capital solutions., • Partner with Relationship Managers and product teams to identify financing opportunities, develop optimal capital structures, and jointly pitch syndicated loan solutions to existing and prospective clients., • Develop and execute syndication strategies that balance client objectives, market appetite, balance sheet utilization, risk management, portfolio diversification, and revenue generation., • Cultivate and maintain strong relationships with banks, institutional investors, private credit funds, alternative lenders, and other distribution partners to expand syndication capacity., • Advise clients and internal stakeholders on market conditions, lender demand, pricing trends, structural considerations, and transaction execution risks., • Oversee the preparation of syndication materials, including term sheets, confidential information memoranda, lender presentations, market updates, allocation recommendations, and transaction summaries., • Lead lender outreach, market soundings, bank meetings, commitment discussions, allocation strategy, negotiation, documentation review, and closing coordination., • Work closely with Credit, Legal, Treasury, Finance, Operations, and Agency teams to ensure transactions are structured, approved, documented, booked, and administered efficiently., • Support the development of syndications strategy, operating procedures, execution standards, lender coverage plans, and scalable infrastructure for a growing capital markets platform., • Represent the firm in lender meetings, client discussions, industry events, and market conversations to enhance the firm’s profile and deepen strategic relationships. Qualifications • Deep knowledge of syndicated lending, credit structuring, loan underwriting, pricing, documentation, capital markets execution, and lender distribution., • Demonstrated success originating, arranging, structuring, and executing syndicated loan transactions in a commercial banking, corporate banking, investment banking, or capital markets environment., • Established relationships with bank participants, institutional investors, private credit providers, alternative lenders, and other capital providers., • Strong understanding of credit risk, regulatory considerations, loan documentation, agency administration, portfolio management, and bank balance sheet dynamics., • Ability to assess market appetite, advise on transaction strategy, and communicate complex financing structures clearly to clients, lenders, credit partners, and executive leadership., • Strong leadership skills with the ability to manage deal teams, mentor junior professionals, coordinate cross-functional stakeholders, and drive accountability through closing., • Excellent written and verbal communication skills, including the ability to prepare high-quality pitch materials, lender presentations, credit-focused summaries, and executive-level updates., • Commercially minded, detail-oriented, proactive, and comfortable managing multiple complex transactions under time-sensitive conditions., • Experience across one or more lending verticals such as middle market C&I, sponsor finance, asset-based lending, fund finance, entertainment, healthcare, technology, real estate, or other specialty finance sectors is preferred., • Any other duties/projects as assigned Requirements • Bachelor’s degree in finance, business, accounting, economics, or a related field required; MBA or other advanced degree preferred., • 10+ years of relevant experience in loan syndications, leveraged finance, capital markets, corporate banking, commercial banking, investment banking, or related financial services roles., • Prior experience leading syndicated loan transactions and managing lender distribution processes is strongly preferred., • Proficient in Microsoft Excel, Word, PowerPoint, Outlook, • Experience with financial modeling, market data platforms, CRM systems, virtual data rooms, and loan agency or portfolio management systems preferred. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation: The base pay range for this position is USD $200,000.00/Yr. - USD $300,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Senior Associate, Portfolio Management & Corporate Finance (Renewable Energy) Company Overview: Soltage is a leader in the development, financing, and operation of distributed utility-scale solar, storage and solar + storage assets for commercial, industrial, municipal, and utility customers across the United States. Soltage has developed more than 135 solar energy projects, with more than 600 MW total distributed generating capacity in operation or under construction and invested over $1.5 Billion to date into the US clean energy sector. Soltage is headquartered in Jersey City, New Jersey. Position Description: We are seeking a Senior Associate, Portfolio Management & Corporate Finance to take a leadership seat on the team that sits at the center of how Soltage funds and grows its business. This is a role for someone who has already done the work at the associate level and is ready to own outcomes, set the standard for how the team executes, and develop the analysts and associates around them. You will operate across three connected mandates. On the portfolio side, you will own the intake of newly closed solar and storage projects into Soltage's financing vehicles and run the debt and tax equity fundings that keep capital flowing to construction, serving as the day-to-day lead with lenders and tax equity investors. On the corporate side, you will help lead capital raises at the platform level - corporate credit facilities, holdco debt, and equity capital - and then manage those vehicles day to day, from availability and covenant compliance through lender reporting and repayment. And across both, you will stay with the assets long after they energize - keeping each financing vehicle compliant and well-run through the full operating life of its projects and bringing a strategic lens to portfolio operations. The ideal candidate brings several years of directly relevant experience in portfolio management, corporate finance, investment banking, or project finance; ; exercises independent judgment on issues that reach management, and thrives leading complex processes across deal, accounting, legal, and lender teams. ‍ Job Responsibilities: • Own the portfolio onboarding process, directing junior team members and coordinating with the investments team to carry newly closed projects, deals, and funding transactions from signature to fully integrated, fully funded assets., • Own debt and tax equity fundings end to end — from draw request through close — acting as the primary point of contact for lenders, tax equity investors, and their counsel, and resolving funding conditions and diligence issues as they arise., • Take a lead workstream role in capital formation at the corporate level: help structure, market, and close corporate credit facilities, holdco debt, and equity capital, running lender and investor diligence, and working with counsel on the commercial terms of the financing documents., • Own the ongoing management of those corporate vehicles after close: borrowing base and availability, covenant compliance, draws and repayments, and lender and investor deliverables., • Build and maintain the corporate capital model: sources and uses, liquidity forecasting, and scenario analysis that shape how and when Soltage raises its next dollar., • Manage communication as a trusted point of contact for Soltage's capital partners, including the development of investor and lender reporting materials., • Calculate and oversee debt service, distributions, and cash waterfalls; adhere to portfolio requirements and standards outlined in financing and organizational documents., • Identify and implement process improvements that allow a fast-growing portfolio to scale without adding friction., • Contribute to corporate FP&A alongside senior members of the team: helping build the operating budget and multi-year plan, owning the monthly and quarterly variance analysis against actuals, and giving management a clear read on liquidity, cash flow, and capital needs., • Manage Soltage's financing vehicles through the operating life of the assets, owning the recurring compliance calendar: covenant and DSCR testing, reserve requirements, distributions, and lender and tax equity reporting obligations that continue long after a project reaches commercial operation., • Provide strategic and business oversight of the portfolio: track asset and fund-level performance against underwriting, surface refinancing and value-creation opportunities, and recommend where Soltage should hold, recapitalize, or recycle capital., • Shape corporate budgeting, liquidity monitoring, and capital planning, including how capital gets allocated across the platform., • Mentor analysts and associates — reviewing their work, teaching the mechanics of fundings and compliance, and codifying how the team executes., • Lead special projects and cross-functional initiatives, and take on additional responsibilities as the platform grows. Experience and Education Requirements: • Bachelor’s degree in finance, business, or a related field., • Master’s degree in finance, business, or a related field, or Juris Doctor a plus., • A minimum of 6 years of experience across portfolio management, corporate finance, investment banking, or project finance, including ownership of fundings and other related workflows., • Experience onboarding deals, managing portfolio-related transactions, and working with credit agreements, LLC agreements, and other transaction documents. Paralegal experience in such a setting is a plus., • Direct experience executing capital raises at the corporate level and administering those vehicles after close (corporate credit facilities, holdco debt, or equity financings)., • Advanced financial modeling skills, including extensive experience working in models covering sources and uses, liquidity, and covenant compliance., • FP&A experience (budgeting, forecasting, and variance analysis) with the ability to turn results into recommendations senior management can act on., • Hands-on experience with the operating phase of infrastructure or real assets, including covenant and DSCR compliance testing, distributions, and lender reporting, is a plus., • Demonstrated ability to lead complex processes and direct resources across multiple teams and third-party providers, with minimal oversight., • Experience mentoring, reviewing the work of, or supervising junior team members., • Strong organizational, communication, and problem-solving skills., • Experience in renewable energy, particularly solar and storage, strongly preferred. Location: This is a full-time, hybrid position based out of Soltage headquarters in Jersey City, New Jersey. Soltage is an equal opportunity employer and is committed to providing a work environment that is free from all forms of discrimination. ‍PROTECT YOURSELF FROM FRAUD Please be aware that Soltage emails will always come from the “@soltage.com” domain; a genuine offer document will not be signed by a recruiter; and Soltage will never request your personal banking information or payment of any kind during the recruitment process. If you have received what you suspect is a fraudulent offer or suspicious communication with Soltage, or if you have any questions, please reach out to HR@soltage.com.

Head of Operations & Finance | Investor-Backed, Better-For-You CPG | Hybrid Introduction We are partnering with a venture-backed CPG brand operating at the intersection of taste, health, and modern lifestyle. The business is led by a proven, repeat founder with a track record of building and scaling a $150M+ revenue brand to national distribution. With strong early traction, a differentiated product, and backing from a network of high-profile investors, the company is entering a critical phase of growth and is building out its leadership team. The Role As the first Head of Finance & Operations, you will own both the financial and operational engine of a high-growth, venture-backed consumer business. Operating as a strategic partner to the Founder/CEO, you will be responsible for building and scaling the finance function while leading the supply chain, production, and operational infrastructure that gets product from co-manufacturer to shelf. This is a uniquely broad, dual-mandate role that combines strategic finance, fundraising, and hands-on operational execution. You will be expected to think like an investor, act like an operator, and bring structure to a fast-moving, entrepreneurial environment. From owning financial planning and managing capital to overseeing co-manufacturing, inventory, and logistics, you will sit at the center of the company's growth. Over time, you will build out the finance and operations teams and play a key role in preparing the business for its next stages of scale. This role is ideally suited to someone who is excited by building from zero, thrives in ambiguity, and wants to have a direct impact on the trajectory of a venture-scale company. Responsibilities Finance • Build and own the finance function from first principles, including systems, processes, and reporting infrastructure, • Partner closely with the Founder/CEO on strategic planning, financial decision-making, and capital allocation, • Lead all FP&A activities, including budgeting, forecasting, and long-term financial modeling, • Support and lead fundraising efforts, including investor materials, financial narratives, and data room management, • Develop clear, investor-grade reporting and KPI frameworks to track performance and growth, • Manage cash flow, runway, and working capital as the business scales, • Oversee accounting, audit, and compliance processes (in partnership with external providers) Operations • Own end-to-end supply chain, including co-manufacturer relationships, ingredient and packaging procurement, and production planning, • Lead demand planning and inventory management to balance availability, freshness, and working capital, • Manage logistics, warehousing, and 3PL partners to support retail, distributor, and DTC channels, • Drive COGS reduction, margin improvement, and unit economics across the product portfolio, • Negotiate and manage key vendor, supplier, and distributor contracts, • Establish scalable operational processes, systems, and quality standards as volume grows, • Oversee core business operations including legal, insurance, and people/HR administration Leadership • Evaluate strategic initiatives including new product launches, partnerships, and expansion opportunities, • Build and scale the finance and operations teams over time What We Need to See (Essential) • 8–12+ years of experience across investment banking, private equity, venture capital, and/or high-growth startups, including hands-on operational leadership, • Prior experience in a high-growth consumer, CPG, or retail-driven business (beverage or food strongly preferred), • Direct experience managing supply chain, co-manufacturing, inventory, and/or logistics, • Strong financial modeling and analytical capabilities, with the ability to translate data into strategic insights, • Experience supporting or leading fundraising and investor communications, • Ability to operate in a fast-paced, high-growth, and often ambiguous environment, • Strong commercial acumen and ability to influence decision-making across the business, • Highly detail-oriented with strong execution skills What We’d Like to See (Bonus) • Experience as an early or first finance/operations hire within a startup, • Background in CPG (beverage, inventory-led, or distribution-heavy businesses), • Experience scaling a brand through national retail and distributor networks, • Exposure to unit economics within consumer or product-led companies, • Experience working closely with founders and executive leadership teams, • CPA, CFA, or MBA (not required) Package: Up to $210,000 + bonus + equity Location: Hybrid (4 days/week) If this role is of interest, please send your CV over to audrey.sellers@harmonicfinance.com for a full briefing on the role and company. Alternatively, please share this job posting with your network or anyone who may be interested in the role. At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.