Trabajos investment banking en Elizabeth, New JerseyCrear alertas

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

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.

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals Kearny Bank The VP, Financial Advisor ("FA") will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Must keep abreast of procedures, regulations, and market changes. The FA should also maintain a current knowledge of products and services offered and partner with the retail branches, as well as other Kearny Bank Departments. The FA must meet sales goals as established by management. Maintains highest level of sales ability, negotiation skills and knowledge of investment planning and other bank products and services; maintains extensive network of referral sources for new business. Ensures that work follows applicable laws, regulations, and guidelines, as detailed in policies located on the intranet; policies include but are not limited to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies. Responsibilities include: • Takes active role in sales activities, including platform sales staff in assigned branches, assisting team members as needed., • Coordinate’s maintenance of various OSJ and other compliance files, including advertising, complaint, client files and correspondence; coordinates and responds to regulatory audits as necessary. Assists in providing compliance and sales training to staff and to non-licensed branch employees. Understands regulatory limitations for non-licensed employees., • Maintains network of outside and internal referral sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensures that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services., • Ensures regular and timely communication of important client, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other internal and external contacts; ensures that communication channels are established and maintained so that important information is exchanged as needed., • Maintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of possible client needs and investment planning solutions to those needs; maintains highest level of sales, negotiation and closing skills; maintains general overall knowledge of investment industry, practices and trends, including maintaining in-depth knowledge of investment laws and regulations. Ensures that sales staff is informed of latest information., • Participates in special projects and performs additional duties as required., • Participates in activities to promote growth and development of the community and a positive image for the bank., • Provide current and prospective clients financial advice, planning support and access to financial products and services available through our broker dealer relationship., • Develop sales leads through effective prospecting and interaction with branch partners within a defined territory. Identify cross selling opportunities with internal partners and cross refer to all areas of the bank., • Provide ongoing coaching and developments to all team members in the respective territory covered. Ensure team has a thorough understanding of product, sales techniques and systems required to offer investment products and support to our clients. Educate branch retail staff on the bank's Investment Program and mentor interested employees., • Identify cross selling opportunities with internal partners and cross refer to all areas of the bank. The FA must meet sales goals established by management. The FA is expected to make outbound calls, work their books of business and attend networking events. The FA is also expected to profile existing clients and re-evaluate their short term and long-term investment needs., • Offer subject matter expertise to retail branch team on sales techniques, product availability and opportunities for new and existing clients. Meet regularly with the Retail Relationship Managers within territory and make cross referral back to the branches covered. Ensure appropriate FA coverage of branches and maintain standard hours as dictated in each branch that is covered., • Ensure all cross referrals and all received referrals are followed up on a regular basis., • Develops plan to achieve sales goals, using in-depth knowledge of what is required to meet goals, in terms of specific actions and steps needed as well as planning and managing time effectively., • Informs management of progress relative to goals and asks for assistance for training and for other issues as needed., • Provides referral and product training to non-licensed Company employees as needed. Qualifications: • Minimum 5 years’ experience in banking or a financial institution required., • Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License, • Ability to meet/exceed client experience needs, identify client/project needs., • Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services., • Ability to model Relationship Building Techniques and effectively cross-sell., • Ability to resolve client questions and/or complaints, • Ability to resolve conflict., • Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills., • Ability to answer questions effectively, build client relationships and build internal and external networks., • Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations., • Proven sales ability, with strong track record of past investment sales success., • In-depth knowledge of retail investment industry., • This position requires a willingness to travel to other locations, as well as adapt to various schedule changes that include some evenings and weekends., • Must be a self-starter, goal orientated, work independently, but also a team player., • Excellent communicator and relationship builder., • Working knowledge of Microsoft Excel, Word, Access and Outlook., • Ability to interact effectively and tactfully with all levels of the bank., • Ability to read, write and speak clearly. COMPENSATION: Min.$45,000 to $88,000+ plus a competitive commissions program

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation And Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: • Competitive compensation, including base pay and annual incentive, • Comprehensive health and life insurance and well-being benefits, based on location, • Pension / Retirement benefits, • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being., • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Strategic Management & Governance family is responsible for serving as a dedicated technology resource for advancing the firm's business opportunities and providing industry thought leadership for leveraging new technologies. Manages significant programs and projects including strategic change management, new business and product initiatives, process re-engineering, and all general business management initiatives. The Business Systems Analysis role specializes in acting as the primary interface between Technology and specific business / product areas, identifying, documenting and analyzing business requirements, creating detailed project and process specifications, coordinating with project teams. Your Primary Responsibilities: • Validate functional specifications by analyzing business requirements, constructing workflow charts and diagrams, • Collaborate with project teams, product management, and stakeholders on all aspects of projects, • Validate estimates of resource needs and schedule of work with related stakeholders, • Provide guidance to members of various teams by elaborating the necessary details required through all phases of projects, • Review input provided to developers and Test Engineers ensuring System Integration and User Acceptance Test scripts properly reflect business and functional requirements, • Review system documentation to ensure compliance with company-specific best practices and standards, • Review recommended controls to ensure remediation of perceived risks, • Validate justification and ROI related to solutions designed to automate manual processes, • Partner with team managers to understand and support the organization direction, in terms of technology adoption, design patterns, and strategic direction, • Coordinate with team managers to influence the technical development of team personnel, • Provide technical leadership and guidance to teams through all phases of projects and advise IT senior leaders regarding strategic direction., • Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior. Qualifications: • Minimum of 10 years of related experience, • Bachelor's degree preferred or equivalent experience, • FRM or CFA is a big plus Talents Needed for Success: • 7+ years of hands-on business systems analysis experience in market risk, risk methodology implementation, or related clearing, exchange, banking, or capital markets environments., • Strong market risk methodology fluency across VaR, stress and scenario design, sensitivities, backtesting, coverage analysis, and the practical interpretation of methodology intent for implementation., • Deep understanding of CCP margin concepts, strongly preferred including initial margin, mark-to-market margin, clearing fund constructs, concentration and gap add-ons, anti-procyclicality measures, and coverage targets., • Exceptional specification discipline with the ability to produce calculation specifications that include worked examples, edge cases, acceptance criteria, and documentation that can withstand audit and validation scrutiny., • Proven numerical validation and reconciliation capability including comparison of production outputs to quant prototypes, definition of defensible tolerances, and disciplined root-cause analysis of variances., • Strong data and analytical proficiency with advanced SQL skills and practical Python, R, or Excel capability to query data, test assumptions, run prototypes, and perform independent analysis., • Solid risk data knowledge across positions, prices, curves, reference data, corporate actions, time-series alignment, and point-in-time/as-of semantics required to reproduce risk results accurately., • Effective delivery partnership with experience writing user stories and acceptance criteria, working within agile squads, and partnering closely with engineering, QA, business users, quants, and model validation stakeholders., • Regulatory and model risk awareness including familiarity with model validation expectations, model risk management practices, and CCP regulatory frameworks such as SEC Rule 17Ad-22 and CPMI-IOSCO principles., • Credibility across business, quant, and technology stakeholders with the judgment to clarify methodology intent, translate it into implementable requirements, and drive alignment without losing confidence from any side. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Title: SharePoint Solution Architect Location: Jersey City, NJ(Onsite- 2-3 Days/Week from Office) Duration Contract(6+ Months) Role Summary Lead the end-to-end architecture, governance, and pilot implementation of a Microsoft 365 based Deal Workspace for investment banking. Serve as the onsite design authority for SharePoint Online, Teams, Purview, Entra ID, Power Platform, Salesforce-triggered provisioning, and future Copilot-enabled experiences. Ensure the solution is secure, scalable, governed from day one, and validated before broader rollout. Key Responsibilities Define SharePoint hub, department, customer, and deal-site architecture, including standardized templates, metadata, content types, libraries, navigation, and role-based views. Design and implement governance guardrails including Purview information barriers, sensitivity labels, retention, audit, records management, restricted-site access, and evidenced access controls. Establish entitlement and permission models using Entra ID, security groups, role mapping, conditional access, and deal-record-driven access assignment. Lead workshops with business, IT, security, compliance, and operations stakeholders to shape taxonomy, metadata, provisioning, governance, and adoption requirements. Guide pilot workspace buildout, CRM-triggered provisioning, NAS parity considerations, user enablement, and value validation. Provide architecture direction for Microsoft 365 Copilot, SharePoint Agents, Copilot Studio, and future AI-enabled deal-management capabilities. Required Skills & Experience 10+ years in Microsoft collaboration platforms, with strong SharePoint Online architecture experience. Deep experience with SharePoint Online, Microsoft Teams, Entra ID, Microsoft Purview, Power Platform, Microsoft Graph, and Microsoft 365 governance. Proven experience designing enterprise-scale information architecture, permission models, compliance controls, metadata-driven document management, and secure collaboration platforms. Strong client-facing consulting, workshop facilitation, governance design, and executive communication skills. Financial services, capital markets, or regulated-industry experience preferred. Preferred Experience implementing Microsoft 365 Copilot, SharePoint Agents, Copilot Studio, Copilot governance, permissions-aware grounding, and AI-ready content architectures.

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

Business Analyst – Capital Markets Location: Jersey City, NJ – Onsite Job Type: Full Time Job Overview We are seeking an experienced Business Analyst with strong Capital Markets / Investment Banking experience to work closely with business stakeholders and technology teams. The candidate will be responsible for requirements gathering, functional analysis, process mapping, testing, and supporting technology solutions across the capital markets trade lifecycle. Key Responsibilities • Gather, analyze, document, and validate business and functional requirements., • Prepare BRDs, FRDs, User Stories, Use Cases, Functional Specifications, Process Flows, and Acceptance Criteria., • Work with stakeholders across Front Office, Middle Office, Back Office, Operations, Risk, Compliance, and Technology., • Demonstrate strong knowledge of the Capital Markets Trade Lifecycle including order capture, execution, confirmation, clearing, settlement, and reconciliation., • Work with Equities, Fixed Income, FX, and Derivatives products., • Perform gap analysis, impact analysis, process mapping, and current-state/future-state analysis., • Collaborate with developers, QA teams, architects, and product owners throughout the SDLC., • Develop test scenarios, test cases, and UAT plans; support defect triage and resolution., • Use SQL and Excel for data analysis and validation., • Support regulatory, reporting, risk, and operational change initiatives., • Participate in Agile/Scrum ceremonies, including Sprint Planning, Daily Stand-ups, Backlog Refinement, and Sprint Reviews., • Maintain requirements traceability and ensure business requirements are accurately translated into technical solutions., • Communicate effectively with senior stakeholders and provide project/status updates. Required Qualifications • 5+ years of Business Analyst experience, preferably within Capital Markets, Investment Banking, or Financial Services., • Strong understanding of Capital Markets and financial products., • Hands-on experience with Trade Lifecycle and Front/Middle/Back Office processes., • Strong experience creating BRDs, FRDs, User Stories, Functional Specifications, and Process Flows., • Excellent requirements gathering and stakeholder management skills., • Experience with UAT, Functional Testing, Defect Management, and SDLC., • Strong SQL skills for data analysis and validation., • Experience working in Agile/Scrum environments., • Strong analytical, communication, and problem-solving skills., • Must be willing to work onsite in Jersey City, NJ.

Hi There, Greetings for the day! Job Title: Data Analyst With Financial Background Location : Jersey City, NJ-Hybrid Duration : Long Term Contract-W2 In Person Interview MUST Over all Min 10+Years Exp Required Experience: 8+ years of experience as a Systems Technical Analyst, Data Analyst, or Integration Analyst—specifically within Financial Services, Investment Management, or Private Banking. SQL Proficiency: Hands-on ability to write complex SQL queries, perform data validation across large datasets, and read/interpret PL/SQL code. Data Analytics: Proven track record in large-scale data mapping, source system profiling, and merging multi-source data repositories. Preferred MDM & Data Warehousing: Experience with enterprise Master Data Management solutions (e.g., GoldenSource), Databricks, or complex data warehouse consolidation initiatives. Financial Accounting Systems: Exposure to wealth management accounting platforms such as SEI / SEI Wealth Platform (SWP). Orchestration & Workflow Tools: Working knowledge of Apache Airflow or similar workflow schedulers. BPM Tools: Familiarity with business process execution tools and modeling notation. Please share your resume & the below details to process your profile to the Client Full Name: Work Authorization/ Visa Status: Availability: LinkedIn: Available to work onsite in NJ: Current Location: Best Contact Number: Currently Working: Reason for Change of employment: DOB MMDD: SSN Last four digits: Highest Education / University & Year:

Please contact Kajal Daftary at kajal.daftary@yoh.com LOCAL TO NJ NY AREA. W2 candidates* Heavy data analysis/integration* DBT or airflow is a plus* *SWP is a plus Onsite in Jersey City This is a contract to hire BSA and Data Analysis skills focused on integration work Strong SQL experience Financial Services experience Senior Systems Technical Analyst (Integration Focus) Job Description: We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integrations to join our Capital Partners Technology team. This role serves as a key liaison between business stakeholders and technical teams, translating business needs into well-defined technical and integration requirements that support scalable, reliable solutions. The ideal candidate brings deep experience analyzing system-to-system data flows, documenting integration patterns, and supporting complex workflows across multiple platforms. The role has a primary emphasis within the Business Process Management (BPM) space and requires close collaboration with developers, architects, project managers, and business partners across the full systems development lifecycle. Experience with SEI platforms, including SEI SWP Accounting, is beneficial but not required. Key Responsibilities: • Analyze, document, and support integrations between applications, systems, and platforms, with a focus on data movement, orchestration, and workflow execution., • Define and document functional and technical requirements, including integration specifications, data mappings, and interface designs., • Document and support multiple integration patterns, including:, • APIbased integrations, • Batch and data loader file integrations, • Direct ODBC and databasedriven integrations, • Pointto-point and middleware-based interfaces, • Serve as an analyst within the BPM ecosystem, supporting workflow design, process modeling, and system interaction across upstream and downstream dependencies., • Develop a working understanding of orchestration tools (e.g., Airflow), including scheduling, dependencies, monitoring, and error handling., • Collaborate with business stakeholders to clarify requirements and translate them into actionable technical designs for development teams., • Partner with developers and QA teams to support integration testing, validate data flows, and confirm expected outcomes across environments., • Support troubleshooting and root-cause analysis of integration and data issues in lower and production environments., • Maintain clear, accurate documentation including methodology documents, workflows, and issue logs., • Contribute to continuous improvement of analysis and delivery practices. Qualifications: • 7+ years of experience as a Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management., • Strong experience analyzing and documenting system integrations and end-to-end data flows., • Demonstrated ability to translate business requirements into technical specifications and integration designs., • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL., • Experience working in iterative or Agile development environments and supporting integration and SIT/UAT testing., • Strong communication skills with the ability to effectively engage both technical and non-technical audiences., • Proficiency with standard documentation and productivity tools (e.g., Microsoft Office, Confluence, Jira, qTest)., • Ability to learn new platforms, tools, and technologies quickly and apply them effectively. Preferred (Not Required): • Experience with SEI platforms, including SEI SWP Accounting., • Exposure to BPM tools and workflow-driven systems., • Familiarity with Airflow or similar orchestration and scheduling tools. Estimated Min Rate: $49.00 Estimated Max Rate: $70.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. 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. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Job Title: Senior Loan Servicing Associate – Structured & Syndicated Finance Location: Jersey City, NJ (Hybrid) Employment Type: Full-time About the Opportunity A premier global investment bank is seeking an experienced Senior Loan Servicing Associate to join their Structured Finance Operations team in Jersey City. In this role, you will act as a key operational anchor for the New York commercial lending branch. You will manage the end-to-end administration of high-value, complex corporate debt, serving as the primary point of contact for both corporate borrowers and lending syndicates. If you thrive in a fast-paced capital markets environment and possess deep technical expertise in enterprise loan platforms, we want to hear from you. What You Will Do Day-to-Day: • Lead Agency Servicing: Serve as the direct operational interface for complex borrower facilities and lending syndicates., • Transaction Execution: Review, verify, and authorize daily commercial loan activities including new borrowings, rollovers, pay-downs, and maturity extensions., • Financial Reconciliation: Perform rigorous analysis and reconciliation of interest accruals, commitment fees, and complex fee structures., • Portfolio Administration: Manage diverse facilities including Commercial Paper, Non-performing assets, and Risk Participation sales., • Cash & Ledger Management: Oversee the daily processing of loan proceeds, prepare General Ledger entries, and clear suspense or past-due accounts., • Reporting & Compliance: Monitor system-generated facility reports to ensure absolute data accuracy and adherence to risk controls. What We Are Looking For: • Experience: 3 to 5 years of direct experience in commercial lending or structured finance operations., • System Expertise: Hands-on proficiency with the LoanIQ (LIQ) platform is strictly required., • Domain Knowledge: Strong background in Agency servicing, bilateral loans, and syndicated lending portfolios., • Product Familiarity: Clear understanding of corporate financial products, including Guarantees and Standby Letters of Credit (SBLC)., • Technical & Cash Skills: Advanced MS Excel capabilities and solid knowledge of multi-currency/USD cash payment principles., • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline. What’s in it for You? • Direct exposure to large-scale, international banking transactions and structured finance products., • A collaborative, tech-forward environment with clear pathways for professional growth., • Highly competitive compensation and comprehensive corporate benefits package. #LoanIQ#SyndicatedLoans#StructuredFinance#AgencyServicing#LoanServicing#BankingOperations#CommercialLending#BackOffice#JerseyCityJobs#NJJobs#NYJobs#BankingJobs

Location: NYC, NY Duration: 11-Month Contract Interview: In-person interview required; local candidates strongly preferred Position Overview We are seeking experienced Technical Project Managers with a strong background in the Capital Markets and/or Wealth Management industry to lead technology initiatives from planning through delivery. Key Responsibilities • Lead end-to-end technology projects from initiation and planning through implementation and closure., • Develop and manage project plans, timelines, milestones, budgets, risks, dependencies, and deliverables., • Partner with business stakeholders, technology teams, product managers, architects, developers, and external vendors. Required Qualifications • Proven experience as a Technical Project Manager / IT Project Manager in financial services., • Strong industry experience in Capital Markets, Wealth Management, Investment Management, Brokerage, or Banking., • Experience managing complex technology projects involving multiple applications, systems, and technology teams., • Strong understanding of SDLC, Agile, Waterfall, or hybrid project delivery methodologies., • Experience with project planning, risk management, issue tracking, dependency management, and stakeholder communication.

Manager, Treasury Management & Transformation Location: Stamford, CT or Jersey City, NJ Hybrid: 3 days per week onsite Compensation: $180,000–$200,000 base + 15–20% bonus The Opportunity Our client, a leading investment firm, is seeking a Manager, Treasury Management & Transformation to join its global Treasury organization. This individual will play a key role in a major Treasury and Finance transformation, with an immediate focus on leading the implementation and ongoing ownership of Kyriba. The Manager will become the internal Kyriba subject matter expert and will be responsible for the platform’s configuration, administration, integrations, automation, controls, and continued optimization. This is a highly visible role that combines Treasury, technology, systems implementation, and project management. Following the Kyriba implementation, the position will continue to own the platform while expanding into broader Treasury responsibilities and transformation initiatives. Key Responsibilities • Lead the implementation, configuration, administration, and ongoing optimization of Kyriba, • Serve as the internal Kyriba system owner and subject matter expert, • Own system workflows, user access, bank connectivity, integrations, and data flows between Kyriba, banking partners, ERP platforms, and other financial systems, • Identify opportunities to improve Treasury automation, reporting, controls, and operational efficiency, • Lead Treasury transformation projects from planning through implementation, • Develop and manage project plans, timelines, deliverables, and stakeholder communication, • Manage external implementation and consulting partners, including scope, timelines, deliverables, and quality, • Partner closely with Finance, Tax, Legal, Technology, and other internal stakeholders, • Maintain the Treasury systems and continuous-improvement roadmap, • Prepare project updates, system roadmaps, and risk assessments for senior management, • Support broader Treasury responsibilities following the implementation Qualifications • Approximately 7–10+ years of experience across Treasury operations, Treasury technology, systems implementation, or Treasury-focused consulting, • Strong understanding of Treasury functions, including cash management, forecasting, banking structures, and related processes, • Hands-on Kyriba implementation, configuration, administration, or architecture experience strongly preferred, • Candidates with significant implementation experience across other Treasury Management Systems will also be considered, • Strong systems and transformation background, • Experience managing complex implementations and external consulting partners, • Understanding of system integrations, APIs, file transfers, SWIFT, host-to-host connectivity, and financial data flows, • Experience working within a complex, multi-entity organization, • Strong project management and stakeholder-management skills, • Ability to communicate effectively with both technical teams and senior leadership, • Comfortable operating in a fast-paced, high-pressure environment and taking hands-on ownership, • Bachelor’s degree in Finance, Accounting, Information Systems, or a related discipline Financial services, asset management, or private equity experience is attractive but not required. Why Join? This is an opportunity to take significant ownership of a highly visible Treasury transformation while joining a growing and sophisticated organization. The company is making substantial investments across its Finance infrastructure, including Kyriba, D365, Coupa, Workday, OneStream, Navan, and Concur. The role offers exposure well beyond a traditional Treasury systems position, with the opportunity to build broader Treasury responsibilities after the implementation and work closely with senior leadership across the organization. Compensation is expected to be $180,000–$200,000 base plus a 15–20% bonus, with flexibility for an exceptional candidate.

Job Title: SharePoint Solution Architect Location: Jersey City, NJ(Onsite- 2-3 Days/Week from Office) Duration Contract(6+ Months) Note: Final Interview will be in-person with the client at the NJ office(Must). Role Summary Lead the end-to-end architecture, governance, and pilot implementation of a Microsoft 365 based Deal Workspace for investment banking. Serve as the onsite design authority for SharePoint Online, Teams, Purview, Entra ID, Power Platform, Salesforce-triggered provisioning, and future Copilot-enabled experiences. Ensure the solution is secure, scalable, governed from day one, and validated before broader rollout. Key Responsibilities Define SharePoint hub, department, customer, and deal-site architecture, including standardized templates, metadata, content types, libraries, navigation, and role-based views. Design and implement governance guardrails including Purview information barriers, sensitivity labels, retention, audit, records management, restricted-site access, and evidenced access controls. Establish entitlement and permission models using Entra ID, security groups, role mapping, conditional access, and deal-record-driven access assignment. Lead workshops with business, IT, security, compliance, and operations stakeholders to shape taxonomy, metadata, provisioning, governance, and adoption requirements. Guide pilot workspace buildout, CRM-triggered provisioning, NAS parity considerations, user enablement, and value validation. Provide architecture direction for Microsoft 365 Copilot, SharePoint Agents, Copilot Studio, and future AI-enabled deal-management capabilities. Required Skills & Experience 10+ years in Microsoft collaboration platforms, with strong SharePoint Online architecture experience. Deep experience with SharePoint Online, Microsoft Teams, Entra ID, Microsoft Purview, Power Platform, Microsoft Graph, and Microsoft 365 governance. Proven experience designing enterprise-scale information architecture, permission models, compliance controls, metadata-driven document management, and secure collaboration platforms. Strong client-facing consulting, workshop facilitation, governance design, and executive communication skills. Financial services, capital markets, or regulated-industry experience preferred.

W2 ONLY - 3-4 Days Hybrid onsite work - 1.5 year contract in Jersey City, NJ Employment Type: Contract (1.5 Year) Please email your resume in word format to - vpatel@itmmi.com , with info below • Your Current location (City & State )-, • Would you need visa transfer in future -, • Can you work on our W2 - FRTB - Market Risk Technology team is looking for Lead Business Analyst / Project Manager / Product Owner to: • Support end-to-end IT change initiative, implement the changes to various risk processes, systems & metrics like generating VaR, Stressed Var , Risk sensitivities etc, • Assist with the analysis & testing of implementations, • Defining the vision and roadmap for the product, defining and prioritizing stories in the product backlog, • Collaborate with business & risk managers, to define the business requirement & translate them for developers into detailed technical specifications for various workstreams across Regulatory and other Global Markets programs, • Ensure project governance & control processes around project delivery, • Leverage strong foundation of market risk domain to manage delivery of market risk infra changes Required Qualifications • Knowledge of both business and technology domain related to Market Risk., • Strong understanding of market risk metrics and familiarity with regulatory frameworks like Basel III or FRTB, • Prior experience working on significant technical delivery within Global Markets Technology or Risk Technology at a large financial services company., • Experience in synthesizing complex data into actionable analysis and presentations to non technical partners., • Hands-on with Excel & SQL, • Prior experience of agile and JIRA. Desired Qualifications (Not a Must Have) • Experience working with Python / Quartz is desirable. Viral Patel . IT Talent Acquisition Manager Mitchell Martin Inc. Office : 646.723.7330 vpatel@itmmi.com | _ Market Risk , FRTB, Trading Book, Basel, Regulatory , Compliance, Fixed Income, Equities , Investment Banking , Capital Markets, Business Analyst , Data Analyst, Project Manager , Program Manager , Credit Risk, Front Office, VaR,

Please contact Kajal Daftary at kajal.daftary@yoh.com to discuss this further. LOCALS ONLY - HYBRID IS A MUST WE ARE UNABLE TO SPONSOR AT THIS TIME. USC/GC ONLY NO AGENCY CANDIDATES DIRECTLY OR ON REFERRAL BASIS. * W2 candidates only Investment Systems Integrations Analyst with MDM/Golden Source and Market Data - Hybrid - 3 days onsite in Jersey City NJ • Familiar with MDM/Golden Source, • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL., • Strong experience analyzing and documenting system integrations and end-to-end data flows., • Workflow focused, • Knows how security gets set up, • Market data sourcing, • Security data sourcing, • Documenting systems integrations and data flows, • Financial services - private banking, or investment management. Senior Systems Technical Analyst (Integration Focus) – Req 71842 We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integrations to join our Capital Partners Technology team. This role serves as a key liaison between business stakeholders and technical teams, translating business needs into well-defined technical and integration requirements that support scalable, reliable solutions. The ideal candidate brings deep experience analyzing system-to-system data flows, documenting integration patterns, and supporting complex workflows across multiple platforms. The role has a primary emphasis within the Business Process Management (BPM) space and requires close collaboration with developers, architects, project managers, and business partners across the full systems development lifecycle. Experience with SEI platforms, including SEI SWP Accounting, is beneficial but not required. Key Responsibilities: • Analyze, document, and support integrations between applications, systems, and platforms, with a focus on data movement, orchestration, and workflow execution., • Define and document functional and technical requirements, including integration specifications, data mappings, and interface designs., • Document and support multiple integration patterns, including:, • API-based integrations, • Batch and data loader file integrations, • Direct ODBC and database-driven integrations, • Point-to-point and middleware-based interfaces, • Serve as an analyst within the BPM ecosystem, supporting workflow design, process modeling, and system interaction across upstream and downstream dependencies., • Develop a working understanding of orchestration tools (e.g., Airflow), including scheduling, dependencies, monitoring, and error handling., • Collaborate with business stakeholders to clarify requirements and translate them into actionable technical designs for development teams., • Partner with developers and QA teams to support integration testing, validate data flows, and confirm expected outcomes across environments., • Support troubleshooting and root-cause analysis of integration and data issues in lower and production environments., • Maintain clear, accurate documentation including methodology documents, workflows, and issue logs., • Contribute to continuous improvement of analysis and delivery practices. Qualifications: • 7+ years of experience as a Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management., • Strong experience analyzing and documenting system integrations and end-to-end data flows., • Demonstrated ability to translate business requirements into technical specifications and integration designs., • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL., • Experience working in iterative or Agile development environments and supporting integration and SIT/UAT testing., • Strong communication skills with the ability to effectively engage both technical and non-technical audiences., • Proficiency with standard documentation and productivity tools (e.g., Microsoft Office, Confluence, Jira, qTest)., • Ability to learn new platforms, tools, and technologies quickly and apply them effectively. Preferred (Not Required) • Exposure to MDM platforms/integrations, • Exposure to BPM tools and workflow-driven systems. Estimated Min Rate: $65.00 Estimated Max Rate: $75.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. 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. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Please contact Renu Goel 857-207-2676 renu.goel@yoh.com *Heavy data analysis/integration *DBT or airflow is a plus • SWP is a plus USC and GC only Onsite in Jersey City This is a contract to hire BSA and Data Analysis skills focused on integration work Strong SQL experience Financial Services experience Senior Systems Technical Analyst (Integration Focus) Job Description: We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integrations to join our Capital Partners Technology team. This role serves as a key liaison between business stakeholders and technical teams, translating business needs into well-defined technical and integration requirements that support scalable, reliable solutions. The ideal candidate brings deep experience analyzing system-to-system data flows, documenting integration patterns, and supporting complex workflows across multiple platforms. The role has a primary emphasis within the Business Process Management (BPM) space and requires close collaboration with developers, architects, project managers, and business partners across the full systems development lifecycle. Experience with SEI platforms, including SEI SWP Accounting, is beneficial but not required. Key Responsibilities: • Analyze, document, and support integrations between applications, systems, and platforms, with a focus on data movement, orchestration, and workflow execution., • Define and document functional and technical requirements, including integration specifications, data mappings, and interface designs., • Document and support multiple integration patterns, including:, • APIbased integrations, • Batch and data loader file integrations, • Direct ODBC and databasedriven integrations, • Pointto-point and middleware-based interfaces, • Serve as an analyst within the BPM ecosystem, supporting workflow design, process modeling, and system interaction across upstream and downstream dependencies., • Develop a working understanding of orchestration tools (e.g., Airflow), including scheduling, dependencies, monitoring, and error handling., • Collaborate with business stakeholders to clarify requirements and translate them into actionable technical designs for development teams., • Partner with developers and QA teams to support integration testing, validate data flows, and confirm expected outcomes across environments., • Support troubleshooting and root-cause analysis of integration and data issues in lower and production environments., • Maintain clear, accurate documentation including methodology documents, workflows, and issue logs., • Contribute to continuous improvement of analysis and delivery practices. Qualifications: • 7+ years of experience as a Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management., • Strong experience analyzing and documenting system integrations and end-to-end data flows., • Demonstrated ability to translate business requirements into technical specifications and integration designs., • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL., • Experience working in iterative or Agile development environments and supporting integration and SIT/UAT testing., • Strong communication skills with the ability to effectively engage both technical and non-technical audiences., • Proficiency with standard documentation and productivity tools (e.g., Microsoft Office, Confluence, Jira, qTest)., • Ability to learn new platforms, tools, and technologies quickly and apply them effectively. Preferred (Not Required): • Experience with SEI platforms, including SEI SWP Accounting., • Exposure to BPM tools and workflow-driven systems., • Familiarity with Airflow or similar orchestration and scheduling tools. Estimated Min Rate: $49.00 Estimated Max Rate: $70.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. 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. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Please contact Renu Goel 857-207-2676 renu.goel@yoh.com USC and GC only No corps Location: Jersey City Hybrid: Yes 3 days onsite Convert/Visa: Possibility - not able to sponsor Interview: onsite interview • Financial services experience, • Data profiling mapping and transformation analysis • Strong data analysis Advanced SQL, • MDM and Golden Source understanding, • Ability to analyze and reconcile data across multiple systems • Strong communication and documentation skills • Self-sufficient and technically hands-on Technical Data Analyst We are seeking an experienced Technical Data Analyst with strong expertise in Master Data Management (MDM), financial data domains, and enterprise data platforms within the Financial Services industry. This role will function as a key member of the Data organization supporting enterprise data initiatives focused on Security Master, Account, Benchmark, Client, and other critical master and reference data domains. The ideal candidate will combine strong analytical and data domain expertise with hands-on experience supporting MDM implementations, data integration, data mapping, and enterprise data warehouse initiatives. The role requires deep familiarity with financial market data, fund accounting platforms, wealth management data environments, and modern cloud-based data platforms. This position will serve as a Subject Matter Expert (SME) for master and reference data management, data sourcing, data quality, and integration of legacy financial data platforms into modern enterprise data ecosystems. Key Responsibilities: • Act as a Subject Matter Expert (SME) for Master Data Management (MDM) initiatives across Security Master, Account, Client, Benchmark, and related financial data domains., • Analyze, profile, and document enterprise data flows, business rules, and data lineage across financial systems and data platforms., • Contribute to the development and execution of the organization’s data strategy, aligning data initiatives with business goals., • Support enterprise MDM implementation and modernization initiatives involving legacy and cloud-native data platforms., • Support the implementation of scalable data architecture and frameworks to enable advanced analytics and reporting., • Perform detailed data analysis, data mapping, source-to-target mapping, and reconciliation activities across multiple financial data sources., • Collaborate with data architects, data engineers, governance teams, and business stakeholders to define and manage enterprise master and reference data standards., • Support integration of MDM platforms and legacy financial systems into enterprise data lake, warehouse, and cloud data ecosystems., • Develop strong familiarity with enterprise financial datasets and serve as a trusted data SME for downstream analytics, operational, and reporting teams., • Work with market data providers, internal operational systems, accounting platforms, and external reference data feeds to ensure data consistency and accuracy., • Support data quality initiatives including validation, issue analysis, exception management, and governance processes., • Partner with engineering and platform teams supporting cloud-based data platforms and modern data architecture initiatives., • Assist in defining data governance standards, metadata management, lineage tracking, and operational data controls., • Support enterprise reporting, analytics, risk, compliance, and operational data initiatives. Required Skills & Experience: • 5–6 years of experience in data analysis, data engineering, or a related technical role., • Strong experience in Master Data Management (MDM) and enterprise data analysis., • Drive initiatives around data standardization, metadata management, and data cataloging., • Expertise with financial master and reference data domains including Security Master, Account, Benchmark, Client, and related financial datasets., • Experience with MDM platforms such as GoldenSource or similar enterprise MDM solutions., • Strong understanding of financial services data ecosystems and operational data flows., • Experience with fund accounting, wealth management, custody, investment operations, or related financial platforms., • Understanding data modeling, data warehousing, and data integration concepts., • Familiarity with market data providers, reference data feeds, and financial instrument data structures., • Experience performing data mapping, source-to-target analysis, reconciliation, and data lineage documentation., • Strong SQL and data analysis skills with the ability to analyze large and complex datasets., • Understanding of enterprise data warehouse, data lake, and modern cloud data platform architectures., • Familiarity with cloud-based data platforms and technologies including Databricks, Spark, and distributed data environments., • Experience collaborating with data engineering, architecture, governance, and analytics teams., • Knowledge of metadata management, data quality, and governance processes., • Experience supporting data integration initiatives across legacy and modern enterprise platforms., • Understanding of financial industry regulatory, operational, and reporting data requirements within U.S. financial institutions. Preferred Qualifications: • Financial Services, Asset Management, Wealth Management, or Banking industry experience strongly preferred., • Exposure to enterprise data modernization and cloud migration initiatives., • Familiarity with Azure, AWS, or other cloud-native data ecosystems., • Experience supporting analytics, reporting, and enterprise data consumption platforms., • Strong communication, documentation, and stakeholder management skills., • Ability to function as a trusted SME within enterprise data programs and cross-functional initiatives. Education: Bachelor’s degree in Computer Science, Information Systems, Finance, Engineering, Mathematics, or related field. Estimated Min Rate: $52.50 Estimated Max Rate: $75.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. 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. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Release Train Engineer (RTE) / Scrum Master Location: Hybrid – Financial Services Environment Duration: Long-Term / Ongoing Need Overview We are seeking a true hybrid Release Train Engineer (RTE) / Scrum Master to support an ongoing initiative within a Sales & Research Technology organization supporting business areas related to Equities and Fixed Income. This individual will operate in a dual capacity—facilitating Scrum ceremonies for individual teams while also coordinating delivery, dependencies, risks, and execution across multiple Agile teams and stakeholders. The ideal candidate will possess strong communication and leadership skills, deep Agile experience, and a solid understanding of capital markets, specifically Equities and Fixed Income products and workflows. Profile Types We Are Searching For Target Titles: • Release Train Engineer (RTE), • Senior Scrum Master, • Agile Program Manager, • Agile Delivery Lead, • Scrum Master / RTE, • Technical Program Manager – Agile Delivery Typical Backgrounds: • Scrum Masters who progressed into RTE responsibilities, • Agile Delivery Leads supporting front-office technology organizations, • RTEs supporting trading, sales, research, market data, or capital markets technology teams Preferred Industry Experience: • Investment Banking, • Capital Markets, • Equities Trading Technology, • Fixed Income Technology, • Sales & Research Platforms What This Person Will Be Doing • Serve in a 50% Scrum Master / 50% Release Train Engineer capacity, • Facilitate Agile ceremonies including sprint planning, standups, retrospectives, backlog refinement, and program increment activities, • Coordinate delivery across multiple teams, managing dependencies, risks, impediments, and execution timelines, • Partner with technology leaders, product owners, business stakeholders, and development teams, • Drive Agile best practices and improve team maturity and delivery processes, • Track work, metrics, risks, and milestones using JIRA and Agile reporting tools, • Support planning and execution within a fast-paced front-office technology environment, • Provide transparency into program status, delivery progress, and cross-team coordination Required Skills & Experience • 8–10+ years of experience as a Scrum Master, Agile Lead, RTE, or Agile Delivery professional, • Experience operating in both Scrum Master and Release Train Engineer roles, • Strong understanding of Agile frameworks, ceremonies, and scaling methodologies, • Hands-on experience using JIRA for backlog management, reporting, dependency tracking, and Agile metrics, • Exceptional communication, facilitation, and stakeholder management skills, • Experience coordinating multiple Agile teams and managing cross-team dependencies, • General understanding of Equities and Fixed Income products, workflows, or technology environments, • Experience supporting front-office, sales, trading, research, or capital markets technology teams Nice-to-Have Skills • Prior experience in Banking or Financial Services environment, • Scrum Alliance or SAFe certifications (CSM, SAFe Scrum Master, SAFe RTE, SPC), • Experience within large enterprise financial institutions, • Exposure to Program Increment (PI) planning and SAFe methodologies

Job Description Look no further, your future starts here. Exciting entry level roles currently available in Financial Services We at Constantin Control Associates LP, are currently seeking candidates who are interested in launching their career in Financial Services with a top tier Global Investment Management firm with offices in Boston, MA . Requirements: Ideal candidates are recent or soon to be college graduates who have a Bachelors degree in a Financial related discipline such as Business Administration/Management, Investment Banking, Investment Management, Accounting, Business/Data Analysis, Project Management and Economics. Financial based Internships or Financial related experience is preferred, but not a requirement. No experience is necessary as in depth training is provided. Positions are currently hybrid, requiring 2-3 days a week in the office. Interview process? There is only 1 interview . THESE ARE NOT SALES POSITIONS. They are entry level contract/temp-to-perm positions which could potentially evolve into fulltime permanent roles. These roles cover a wide variety of operational support disciplines such as trade support, trade processing, client services, accounting and various other operational roles.. These positions not only provide a "foot in the door" but also provide valuable real world experience & industry knowledge with a top-tier Global Investment Management firm which can prove to be invaluable moving forward in ones career. If you feel you meet the requirements for these entry level roles, don't delay - apply today. \nCompany Description Top Management Consulting and Recruiting Firm Specializing in Financial Services Top Management Consulting and Recruiting Firm Specializing in Financial Services

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Location: NYC, NY \n Duration: 11-Month Contract \n Interview: In-person interview required; local candidates strongly preferred \n \n Position Overview \n We are seeking experienced Technical Project Managers with a strong background in the Capital Markets and/or Wealth Management industry to lead technology initiatives from planning through delivery. \n \n Key Responsibilities \n\n • Lead end-to-end technology projects from initiation and planning through implementation and closure.\n, • Develop and manage project plans, timelines, milestones, budgets, risks, dependencies, and deliverables.\n, • Partner with business stakeholders, technology teams, product managers, architects, developers, and external vendors.\n\n \n Required Qualifications \n\n • Proven experience as a Technical Project Manager / IT Project Manager in financial services.\n, • Strong industry experience in Capital Markets, Wealth Management, Investment Management, Brokerage, or Banking.\n, • Experience managing complex technology projects involving multiple applications, systems, and technology teams.\n, • Strong understanding of SDLC, Agile, Waterfall, or hybrid project delivery methodologies.\n, • Experience with project planning, risk management, issue tracking, dependency management, and stakeholder communication.\n\n

Job Description Department: Accounting Position: Accounting Assistant Salary Range: 50-60k/yr Employment Type: Full-Time Work Arrangement: On-Site Schedule: Monday–Friday + two Saturdays per month Reports To: Property Accountant Leader Position Summary The Accounting Assistant will provide day-to-day operational support to the Accounting Department, helping ensure accounting transactions, tenant records, security deposits, invoices, banking activities, and supporting documentation are processed accurately and kept up to date. The purpose of this position is to provide dedicated support for recurring accounting and administrative responsibilities, helping the department maintain accurate records, complete daily tasks on time, and improve overall organization and workflow. Key Responsibilities Tenant Accounting & Yardi Tenant Ledger Group, Confirm Deposit Label & Yardi Move-Ins • Post charges and credits to tenant ledgers, • Enter and apply tenant receipts, • Assist with tenant ledger maintenance and corrections, • Monitor and process requests received through the Tenant Ledger Group, • Monitor and process items under the Confirm Deposit label, • Process tenant move-ins in Yardi, • Maintain supporting tenant accounting documentation Security Deposits SD Letters, Sub-Accounts & Deposit Accounting • Open and close tenant security deposit sub-accounts, • Fund newly opened security deposit sub-accounts, • Monitor the Security Deposit Master Account and maintain a zero balance after funds are properly allocated, • Maintain required security deposit documentation, including W-9s, • Prepare security deposit letters, • Process Deposit Accounting in Yardi, • Assist with security deposit records and reconciliations, • Maintain organized supporting documentation for security deposit activity Accounts Payable • Assist with Accounts Payable processing, • Download invoices and bills from vendor portals, including PSE&G, • Organize and save invoices and supporting documentation in Google Drive, • Upload and organize documentation in SmartAP, • Assist with invoice entry and follow-up as needed, • Help ensure invoices are properly documented and processed on time Banking - CheckScanner & Positive Pay • Deposit checks using CheckScanner, • Save deposit reports in the appropriate Google Drive folders, • Maintain required hard-copy deposit files, • Add issued checks to Positive Pay, • Maintain supporting documentation for check deposits and banking activities Document Management • Scan accounting documents received by mail, • Review, rename, organize, and save documents according to company naming standards, • Maintain organized Google Drive folders and accounting records, • Ensure documents are filed in the appropriate property, tenant, vendor, or accounting folders, • Ensure accounting documentation is complete and easily accessible Reporting & General Accounting Support • Assist with Excel reports and accounting schedules, • Support recurring accounting reports and data organization, • Assist with reconciliations and supporting documentation as assigned, • Identify missing documentation or incomplete items and follow up as needed, • Assist with other accounting projects and recurring tasks as needed Required Skills & Qualifications • Basic accounting knowledge and understanding of accounting principles, • Understanding of Income Statements, Trial Balances, account classifications, debits, and credits, • Intermediate Excel skills, • Strong computer skills and ability to work efficiently across multiple systems, • Comfortable using keyboard shortcuts, spreadsheets, Google Drive, and cloud-based applications, • Comfortable working with numbers and financial information, • Ability to learn new software, systems, and processes quickly, • Strong organizational and problem-solving skills, • Strong attention to detail and accuracy, • Ability to prioritize multiple responsibilities and meet deadlines, • Good written and verbal communication skills Preferred Qualifications • Previous accounting or bookkeeping experience, • Accounting, Finance, Business, or related associate education, • Experience with property management or real estate accounting, • Yardi experience, • Experience with Google Workspace, • Experience using AI tools such as ChatGPT for productivity, organization, reporting, and data-related tasks Key Qualities The ideal candidate is: • Organized and detail-oriented, • Logical and comfortable working with numbers, • A fast and self-directed learner, • Responsible and dependable, • Able to multitask and prioritize effectively, • Comfortable working in a deadline-driven environment, • Able to understand urgency and adjust priorities when necessary, • Proactive in identifying missing information or incomplete tasks, • Able to follow established procedures and maintain accurate documentation Benefits • Free Gym access, • Access to Private Rooftop Lounge, • Coworking, • 10 days PTO policy, • Rent Discount for Employees after 90 days, • 6 paid company holidays, • 80% employer sponsored Horizon Health medical, dental, vision plans Physical Requirements • Must be able to sit or stand for extended periods of time, • Ability to lift and carry up to 25 pounds, • Must have good vision and hearing abilities, • Must be able to climb stairs up to 5 floors and walk long distances throughout a property, • Must be able to demonstrate and show apartments to potential tenants, • Must be able to operate and use various office equipment and software Equal Opportunity Employer Our company is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to providing a work environment that is free from discrimination and harassment and where employees are treated with respect and dignity. We believe that diversity, equity, and inclusion are critical to our success as a company and strive to create a workplace that reflects the communities we serve. All qualified applicants will receive consideration for employment without discrimination. Salary: $50,000-$60,000k/year \nCompany Description Founded in 2005 and based in Northern New Jersey, Gomes Group is a dynamic, privately-owned collection of companies that has grown from a real estate investment firm into a diversified real estate business with a deep commitment to community and cultural appreciation. Through its ByGomes properties, Gomes Group focuses on inspiring positive change in neighborhoods like Downtown Newark and University Heights - embracing the vibrant culture that makes these communities unique. Founded in 2005 and based in Northern New Jersey, Gomes Group is a dynamic, privately-owned collection of companies that has grown from a real estate investment firm into a diversified real estate business with a deep commitment to community and cultural appreciation. Through its ByGomes properties, Gomes Group focuses on inspiring positive change in neighborhoods like Downtown Newark and University Heights - embracing the vibrant culture that makes these communities unique.

Job DescriptionJob Title: Finance Operations Manager Company: StriveWell Employment Type: Full-Time Reports To: CEO, StriveWell Travel: Limited travel may be required based on business and portfolio needs. Compensation: $70,000–$74,000 annually Job Summary StriveWell is seeking a highly analytical, organized, and business-minded Finance Operations Manager to oversee day-to-day financial operations, reporting, forecasting, and financial visibility across its growing portfolio of health and wellness brands, including SWTHZ and STRONG Pilates. Reporting directly to the CEO, this position will serve as StriveWell's primary internal point person for day-to-day finance and will work closely with external accounting and strategic finance partners. This is a hands-on role for a finance professional who has mastered the fundamentals and is ready to take broader ownership within a growing, multi-location organization. The Finance Operations Manager will ensure leadership has accurate, timely, and actionable financial information while improving consistency and discipline across budgeting, forecasting, cash management, reporting, and financial operations. Essential Duties and Responsibilities • Manage monthly financial reporting across StriveWell, its portfolio brands, and individual locations., • Maintain studio-level and consolidated P&L reporting., • Prepare budget-to-actual reporting and provide clear variance analysis and commentary., • Monitor revenue, labor, operating expenses, EBITDA, cash contribution, and other key financial KPIs., • Identify financial trends, risks, opportunities, and performance gaps and communicate actionable insights to leadership., • Provide the CEO with recurring financial reports and clear insights into overall business performance., • Partner with Studio Leaders, Regional Leaders, the Director of Operations, and other operational leaders to improve financial performance., • Manage the annual budgeting process and maintain rolling financial forecasts throughout the year., • Develop and maintain a practical 13-week cash forecast., • Maintain visibility into cash balances, upcoming obligations, and liquidity requirements., • Build scenario models to support operational, investment, and growth decisions., • Oversee day-to-day accounts payable and accounts receivable processes., • Coordinate payment workflows, approvals, and recurring financial obligations., • Maintain schedules for debt, capital expenditures, rent, royalties, taxes, and other major obligations., • Coordinate routine lender reporting, banking administration, and financial information requests., • Maintain organized financial records, schedules, and supporting documentation., • Coordinate the monthly close process with StriveWell's external accounting partner., • Review monthly financial statements and investigate inconsistencies, discrepancies, and unexpected variances., • Work with external accounting partners to resolve coding, classification, and reporting issues., • Maintain day-to-day administration and organization of QuickBooks or other financial systems., • Build and maintain financial and operational dashboards across the StriveWell portfolio., • Connect financial results with operational metrics, including memberships, leads, sales, retention, utilization, labor, and studio performance., • Develop studio-level reporting and financial benchmarks that provide operational leaders with greater visibility into performance., • Build financial models for new studios, business initiatives, investments, and growth opportunities., • Support evaluation of new locations and expansion opportunities., • Prepare financial analysis and recommendations for the CEO to support business and capital allocation decisions., • Organize financial information required for refinancing, acquisitions, investments, due diligence, and other strategic transactions., • Partner with external finance professionals on complex modeling, financing, due diligence, and transaction-related work., • Identify opportunities to strengthen financial processes, reporting consistency, controls, and overall financial discipline across entities and locations. Required Qualifications • 3–5 years of progressive experience in finance, accounting, FP&A, financial operations, or a closely related area., • Strong financial modeling and analytical capabilities., • Advanced proficiency in Excel and/or Google Sheets., • Experience with budgeting, forecasting, P&L analysis, variance analysis, and management reporting., • Working knowledge of financial statements and fundamental accounting principles., • Strong organizational skills with the ability to manage multiple reporting schedules, deadlines, entities, and priorities., • Ability to independently own recurring financial responsibilities with limited oversight., • Strong attention to detail and commitment to financial accuracy and integrity., • Ability to investigate financial discrepancies and identify practical solutions., • Strong communication skills with the ability to explain financial information to non-financial leaders., • Business-minded approach with the ability to translate financial information into actionable recommendations. Preferred Qualifications • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field., • Experience with QuickBooks or a similar accounting system., • Experience supporting multiple business entities, brands, or locations., • Experience in fitness, wellness, hospitality, retail, franchising, or another multi-location consumer business., • Experience developing financial and operational dashboards and KPI reporting., • Experience supporting business expansion, new locations, investments, or strategic financial initiatives. Work Environment / Schedule • Full-time position supporting StriveWell and its portfolio of health and wellness brands, including SWTHZ and STRONG Pilates., • Works closely with the CEO, operational leadership, external accounting partners, and strategic finance professionals., • Operates in a growing, multi-brand and multi-location business environment., • Requires the ability to independently manage recurring financial responsibilities, reporting deadlines, and multiple priorities., • Schedule and work location details to be confirmed by StriveWell. Compensation and Benefits • Target annual compensation of $70,000–$74,000., • Additional benefits and eligibility details will be provided by StriveWell., • Opportunity to take broad ownership of financial operations within a growing multi-brand health and wellness organization., • Opportunity for professional growth as StriveWell expands its portfolio and operations. EEO Statement We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic under applicable federal, state, or local law. #ZR

Business Analyst – Capital Markets \n Location: Jersey City, NJ – Onsite \n Job Type: Full Time \n Job Overview \n We are seeking an experienced Business Analyst with strong Capital Markets / Investment Banking experience to work closely with business stakeholders and technology teams. The candidate will be responsible for requirements gathering, functional analysis, process mapping, testing, and supporting technology solutions across the capital markets trade lifecycle. \n Key Responsibilities \n\n • Gather, analyze, document, and validate business and functional requirements.\n, • Prepare BRDs, FRDs, User Stories, Use Cases, Functional Specifications, Process Flows, and Acceptance Criteria.\n, • Work with stakeholders across Front Office, Middle Office, Back Office, Operations, Risk, Compliance, and Technology.\n, • Demonstrate strong knowledge of the Capital Markets Trade Lifecycle including order capture, execution, confirmation, clearing, settlement, and reconciliation.\n, • Work with Equities, Fixed Income, FX, and Derivatives products.\n, • Perform gap analysis, impact analysis, process mapping, and current-state/future-state analysis.\n, • Collaborate with developers, QA teams, architects, and product owners throughout the SDLC.\n, • Develop test scenarios, test cases, and UAT plans; support defect triage and resolution.\n, • Use SQL and Excel for data analysis and validation.\n, • Support regulatory, reporting, risk, and operational change initiatives.\n, • Participate in Agile/Scrum ceremonies, including Sprint Planning, Daily Stand-ups, Backlog Refinement, and Sprint Reviews.\n, • Maintain requirements traceability and ensure business requirements are accurately translated into technical solutions.\n, • Communicate effectively with senior stakeholders and provide project/status updates.\n\n Required Qualifications \n\n • 5+ years of Business Analyst experience, preferably within Capital Markets, Investment Banking, or Financial Services.\n, • Strong understanding of Capital Markets and financial products.\n, • Hands-on experience with Trade Lifecycle and Front/Middle/Back Office processes.\n, • Strong experience creating BRDs, FRDs, User Stories, Functional Specifications, and Process Flows.\n, • Excellent requirements gathering and stakeholder management skills.\n, • Experience with UAT, Functional Testing, Defect Management, and SDLC.\n, • Strong SQL skills for data analysis and validation.\n, • Experience working in Agile/Scrum environments.\n, • Strong analytical, communication, and problem-solving skills.\n, • Must be willing to work onsite in Jersey City, NJ.\n\n

Job Title: Senior Loan Servicing Associate – Structured & Syndicated Finance \n Location: Jersey City, NJ (Hybrid) \n Employment Type: Full-time \n \n About the Opportunity \n A premier global investment bank is seeking an experienced Senior Loan Servicing Associate to join their Structured Finance Operations team in Jersey City. \n In this role, you will act as a key operational anchor for the New York commercial lending branch. You will manage the end-to-end administration of high-value, complex corporate debt, serving as the primary point of contact for both corporate borrowers and lending syndicates. If you thrive in a fast-paced capital markets environment and possess deep technical expertise in enterprise loan platforms, we want to hear from you. \n What You Will Do Day-to-Day: \n\n • Lead Agency Servicing: Serve as the direct operational interface for complex borrower facilities and lending syndicates.\n, • Transaction Execution: Review, verify, and authorize daily commercial loan activities including new borrowings, rollovers, pay-downs, and maturity extensions.\n, • Financial Reconciliation: Perform rigorous analysis and reconciliation of interest accruals, commitment fees, and complex fee structures.\n, • Portfolio Administration: Manage diverse facilities including Commercial Paper, Non-performing assets, and Risk Participation sales.\n, • Cash & Ledger Management: Oversee the daily processing of loan proceeds, prepare General Ledger entries, and clear suspense or past-due accounts.\n, • Reporting & Compliance: Monitor system-generated facility reports to ensure absolute data accuracy and adherence to risk controls.\n\n What We Are Looking For: \n\n • Experience: 3 to 5 years of direct experience in commercial lending or structured finance operations.\n, • System Expertise: Hands-on proficiency with the LoanIQ (LIQ) platform is strictly required.\n, • Domain Knowledge: Strong background in Agency servicing, bilateral loans, and syndicated lending portfolios.\n, • Product Familiarity: Clear understanding of corporate financial products, including Guarantees and Standby Letters of Credit (SBLC).\n, • Technical & Cash Skills: Advanced MS Excel capabilities and solid knowledge of multi-currency/USD cash payment principles.\n, • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline.\n\n What’s in it for You? \n\n • Direct exposure to large-scale, international banking transactions and structured finance products.\n, • A collaborative, tech-forward environment with clear pathways for professional growth.\n, • Highly competitive compensation and comprehensive corporate benefits package.\n\n \n #LoanIQ#SyndicatedLoans#StructuredFinance#AgencyServicing#LoanServicing#BankingOperations#CommercialLending#BackOffice#JerseyCityJobs#NJJobs#NYJobs#BankingJobs \n

W2 ONLY - 3-4 Days Hybrid onsite work - 1.5 year contract in Jersey City, NJ \n \n Employment Type: Contract (1.5 Year) \n \n Please email your resume in word format to - vpatel@itmmi.com , with info below \n\n • Your Current location (City & State )-\n, • Would you need visa transfer in future -\n, • Can you work on our W2 -\n\n \n Senior Financial analyst role \n \n\n • 8–10 years’ experience of Business / Data / Financial Analyst background anyone from banking experience preferred.\n, • Should have Data Analyst experience for Hadoop and data-migration projects; big data is a plus. This will be working for onboarding different treasury applications onto Hadoop. (The team is currently on Oracle databases)\n, • SQL, Python, and data architecture are BIG PLUSES\n, • Will support several applications across development, UAT, and production issues, and handle stakeholder requests.\n, • Will be creating executive communications.\n, • Exceptional communication is needed Global Interaction with stake holders\n\n \n Viral Patel . IT Talent Acquisition Manager \n Mitchell Martin Inc. \n Office : 646.723.7330 \n vpatel@itmmi.com | www.mitchellmartin.com \n \n Hadoop , Data Analyst , Market Risk , FRTB, Trading Book, Basel, Regulatory , Compliance, Fixed Income, Equities , Investment Banking , Capital Markets, Business Analyst , Data Analyst, Project Manager , Program Manager , Credit Risk, Front Office, VaR,

Please contact \n Renu Goel \n 857-207-2676 \n renu.goel@yoh.com \n *Heavy data analysis/integration \n *DBT or airflow is a plus \n * SWP is a plus \n USC and GC only \n Onsite in Jersey City \n This is a contract to hire \n BSA and Data Analysis skills focused on integration work Strong SQL experience \n Financial Services experience \n Senior Systems Technical Analyst (Integration Focus) \n \n Job Description:\n \n We are seeking a Senior Systems Technical Analyst with a strong focus on application, system, and platform integrations to join our Capital Partners Technology team. This role serves as a key liaison between business stakeholders and technical teams, translating business needs into well-defined technical and integration requirements that support scalable, reliable solutions.\n \n \n The ideal candidate brings deep experience analyzing system-to-system data flows, documenting integration patterns, and supporting complex workflows across multiple platforms. The role has a primary emphasis within the Business Process Management (BPM) space and requires close collaboration with developers, architects, project managers, and business partners across the full systems development lifecycle. Experience with SEI platforms, including SEI SWP Accounting, is beneficial but not required.\n \n \n Key Responsibilities:\n\n • Analyze, document, and support integrations between applications, systems, and platforms, with a focus on data movement, orchestration, and workflow execution.\n, • Define and document functional and technical requirements, including integration specifications, data mappings, and interface designs.\n, • Document and support multiple integration patterns, including:\n\n\n, • APIbased integrations\n, • Batch and data loader file integrations\n, • Direct ODBC and databasedriven integrations\n, • Pointto-point and middleware-based interfaces\n\n\n, • Serve as an analyst within the BPM ecosystem, supporting workflow design, process modeling, and system interaction across upstream and downstream dependencies.\n, • Develop a working understanding of orchestration tools (e.g., Airflow), including scheduling, dependencies, monitoring, and error handling.\n, • Collaborate with business stakeholders to clarify requirements and translate them into actionable technical designs for development teams.\n, • Partner with developers and QA teams to support integration testing, validate data flows, and confirm expected outcomes across environments.\n, • Support troubleshooting and root-cause analysis of integration and data issues in lower and production environments.\n, • Maintain clear, accurate documentation including methodology documents, workflows, and issue logs.\n, • Contribute to continuous improvement of analysis and delivery practices.\n\n Qualifications: \n\n • 7+ years of experience as a Systems Analyst, Technical Analyst, or similar role, preferably within financial services, private banking, or investment management.\n, • Strong experience analyzing and documenting system integrations and end-to-end data flows.\n, • Demonstrated ability to translate business requirements into technical specifications and integration designs.\n, • Hands-on experience or strong familiarity with APIs, file-based integrations, relational databases, and SQL.\n, • Experience working in iterative or Agile development environments and supporting integration and SIT/UAT testing.\n, • Strong communication skills with the ability to effectively engage both technical and non-technical audiences.\n, • Proficiency with standard documentation and productivity tools (e.g., Microsoft Office, Confluence, Jira, qTest).\n, • Ability to learn new platforms, tools, and technologies quickly and apply them effectively.\n\n Preferred (Not Required): \n\n • Experience with SEI platforms, including SEI SWP Accounting.\n, • Exposure to BPM tools and workflow-driven systems.\n, • Familiarity with Airflow or similar orchestration and scheduling tools.\n\n Estimated Min Rate: $49.00 Estimated Max Rate: $70.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: \n\n • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)\n, • Health Savings Account (HSA) (for employees working 20+ hours per week)\n, • Life & Disability Insurance (for employees working 20+ hours per week)\n, • MetLife Voluntary Benefits\n, • Employee Assistance Program (EAP)\n, • 401K Retirement Savings Plan\n, • Direct Deposit & weekly epayroll\n, • Referral Bonus Programs\n, • Certification and training opportunities\n\n Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. \n Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. \n Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. \n For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. \n 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. \n By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice \n Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information. \n \n \n

Associate, Investments – Digital Infrastructure New York, NY or Dallas, TX A leading institutional investment and development platform is seeking an Associate, Investments to join its rapidly growing data center business. The Associate will play a central role in evaluating and executing new investments across the platform, with exposure to acquisitions, capital deployment, financing, and strategic growth initiatives. This is a highly analytical and transaction-oriented role designed for candidates with strong investment banking, private equity, infrastructure investing, or related transaction experience. The Associate will work directly with senior leadership to underwrite complex opportunities, evaluate investment returns and capital structures, prepare investment committee materials, and help drive investment decisions across a significant and expanding North American data center pipeline. The role sits at the intersection of digital infrastructure, real estate, power, and technology and offers meaningful exposure to large-scale capital investment in one of the fastest-growing segments of the infrastructure market. What You'll Do • Evaluate and underwrite new investment opportunities across a growing data center platform, including acquisitions, greenfield investments, strategic partnerships, and other capital deployment opportunities., • Build and maintain detailed financial models evaluating project economics, investment returns, downside scenarios, capital structures, financing alternatives, and key value drivers., • Perform investment analysis across potential transactions, including valuation, market positioning, competitive dynamics, power economics, development costs, financing assumptions, and exit scenarios., • Support the execution of acquisitions and strategic investments, including financial diligence, transaction structuring, investment analysis, documentation, and coordination with internal and external counterparties., • Prepare investment committee memoranda, board materials, valuation analyses, financial forecasts, and strategic presentations for senior leadership., • Evaluate debt and equity financing alternatives and support capital formation initiatives with lenders, institutional investors, joint venture partners, and other capital providers., • Assess new markets and strategic growth opportunities across the U.S. and Canada, incorporating industry fundamentals, power availability, supply and demand, competitive positioning, and expected investment returns., • Partner with senior leadership on portfolio strategy, capital allocation, and platform-level growth initiatives., • Work cross-functionally with development, energy, construction, legal, finance, and operations teams to incorporate key commercial and execution considerations into investment underwriting and transaction decisions., • Develop a deep understanding of the data center ecosystem, including hyperscale demand, power markets, capital markets, infrastructure development, and the evolving competitive landscape. What We're Looking For • Approximately 2–4 years of transaction-oriented experience, preferably within investment banking, private equity, infrastructure investing, real estate investing, or another highly analytical investment role., • Investment banking experience within TMT, digital infrastructure, infrastructure, power & utilities, energy, real estate, or M&A is particularly relevant., • Exceptional financial modeling and valuation skills, with experience building complex transaction, DCF, returns, or project finance models., • Strong understanding of valuation, capital structures, transaction execution, and investment decision-making., • Ability to analyze complex opportunities and distill key investment considerations into clear recommendations for senior decision-makers., • Excellent written and verbal communication skills, including experience preparing materials for senior executives, investment committees, clients, or investors., • High level of intellectual curiosity, commercial judgment, attention to detail, and ownership., • Ability to operate effectively in a lean, entrepreneurial environment with significant exposure to senior leadership., • Genuine interest in digital infrastructure, technology, power, and large-scale capital investment., • Bachelor's degree required.

A leading global financial services organization is building a dedicated AI capability within its Investment Banking organization and is seeking an AI Product Lead who can bridge deep business understanding with hands-on technical execution. This is not a traditional product-management or requirements-gathering role. You will work directly with senior AI leadership and Investment Banking professionals to identify high-value opportunities, rapidly prototype AI-powered applications, validate their business impact, and help drive successful solutions into production and adoption. The ideal candidate brings experience from Investment Banking or a closely adjacent deal-oriented financial environment and has developed genuine hands-on capability building LLM-powered applications. You should understand how bankers work while also being technically credible with engineers. Responsibilities • Identify high-friction Investment Banking workflows and translate them into practical AI opportunities., • Design and build AI-powered tools supporting workflows such as pitch preparation, comparable-company analysis, diligence, document preparation, client research, and market surveillance., • Own the early product lifecycle from opportunity identification and data sourcing through prototyping, validation, deployment, and adoption., • Integrate LLM applications with financial-data platforms, APIs, internal databases, and enterprise systems., • Develop context pipelines, evaluation approaches, guardrails, and agentic workflows., • Partner closely with bankers, analysts, associates, engineers, security, legal, and other stakeholders., • Evaluate opportunities based on feasibility, implementation cost, business value, risk, and expected ROI., • Monitor adoption, usage, performance, time savings, and business outcomes for deployed solutions. Role Requirements • Approximately 1–4 years of experience in Investment Banking, corporate finance, M&A advisory, capital markets, equity research, or a closely adjacent financial-services environment., • Strong working knowledge of Investment Banking workflows such as pitching, financial modeling, comparable-company analysis, CIM/OM preparation, diligence, origination, and execution., • Hands-on experience building LLM-powered applications beyond tutorials or basic prompt engineering., • Ability to rapidly prototype across data integration, backend logic, and user-facing applications., • Intermediate proficiency in at least one programming language., • Understanding of LLM context design, evaluations, guardrails, and cost/quality tradeoffs., • Ability to determine when agentic workflows are appropriate and when simpler solutions are more effective., • Strong communication skills with the ability to work across senior business and technical stakeholders., • Ability to operate independently in ambiguous, fast-moving environments., • Bachelor’s degree required. Nice to Have • Experience deploying generative AI products into production., • Experience with financial-data platforms such as PitchBook, FactSet, Bloomberg, or SEC EDGAR., • Startup, fintech, AI-product, or entrepreneurial experience., • Experience building AI applications within regulated or data-sensitive environments., • Exposure to crypto, digital assets, trading, brokerage, or asset management.

About the Company: Chardan is an independent global investment bank specializing in healthcare, technology, cryptocurrencies, SPACs and emerging growth companies. Our range of services include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access, and institutional trading. Headquartered in New York City, Chardan is a registered broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: FINRA, SIPC, and NASDAQ. Chardan is seeking an experienced compliance professional to serve as a Director, Senior Compliance Officer and strategic partner to the Chief Compliance Officer. This individual will play a key leadership role in the oversight and administration of the Firm's broker-dealer and investment adviser compliance programs, providing regulatory guidance across Investment Banking, Capital Markets, Research, Sales & Trading, and other business initiatives, while helping ensure the Firm operates in a legal, ethical, and compliant manner in support of its business objectives. Job Responsibilities • Provide real-time advice to Investment Banking and Capital Markets on Regulation BI, Regulation M, and other applicable regulatory requirements related to public and private offerings such as, ATMs, Follow-Ons, RDOs, PIPEs, and other Private Placements., • Provide Compliance and regulatory guidance advice to all Business Lines, Legal, and Compliance colleagues on information barriers, wall crossing procedures, sensitive information and need to know policies., • Develop and maintain effective Written Supervisory Procedures relating to any and all firm activities. (e.g., Investment Banking, Equity Research, Sales, Information Barriers & MNPI, AI, etc.)., • Collaborate with cross-functional teams to integrate Crypto Currencies and AI governance to establish and maintain policies, guidelines, and documentation for the responsible development and deployment of relevant tools, ensuring compliance with legal, ethical, and regulatory frameworks, • Create and manage effective action plans in response to any identified compliance deficiencies., • Advise Senior Management on new laws/regulations and their related impact on Chardan’s businesses., • Make recommendations to develop or enhance business unit procedures as they relate to compliance subject matters; and respond to compliance related questions from management and staff., • Monitor electronic communications and escalate potential compliance issues., • Conduct surveillance and monitoring of trading activity to identify potential regulatory concerns, market conduct issues, conflicts of interest, and violations of firm policy., • Assist in maintaining the Firm’s Watch and Restricted Lists, including seeking and responding to updates from investment banking teamPrepare and file FINRA Gateway filings such as Form BD, Forms U4 and U5, and responses to 8210 Requests., • Conduct onboarding, ad-hoc, and annual compliance training of equity research, and public and private side staff, as needed., • Assist the CCO with leading and/or supporting regulatory examinations, audits, and inquiries, including preparation of responses, management of document production, and remediation activities., • Execute projects as assigned by the Chief Compliance Officer and/or firm leadership Job Qualifications • Bachelor's degree in a related field with fluent knowledge of US financial regulation framework, risk management and industry principles, • Series 7, 79, 63 and 24 certifications. Series 14 a plus., • 10+ years of Compliance experience within an Investment Advisory, Broker Dealer, Regulatory, and/or Compliance Consulting firm. Significant experience supporting investment banking, capital markets, sales and trading, equity research, retail brokerage, and/or wealth management activities., • Highly organized self-starter with excellent judgment and strong attention to detail, • Strong communicator with ability to influence and challenge across all levels of the organization, • Proven ability to operate independently, exercise sound judgment in a fast-paced regulatory environment and successfully lead cross-functional compliance initiatives and strategic projects., • Demonstrated experience advising senior business leaders on complex regulatory and compliance matters., • Experience developing and implementing Written Supervisory Procedures, compliance testing programs, risk assessments, and surveillance frameworks., • Excellent presentation and communication skills with the ability to effectively engage with executive leadership, regulators, and business stakeholders., • Microsoft Office Suite proficient (Outlook, Word, PowerPoint, and Excel) Chardan is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, gender, ancestry, color, religion, sex, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veteran’s status, or any other basis protected by law. The base salary range for this position is: $200,000 - $250,000. Base pay offered may vary depending on job-related knowledge, skills, experience and, where applicable, certifications and licenses obtained. The total compensation package may also include benefits and the potential for an annual bonus consideration.

The Artificial Intelligence Security Engineer leads enterprise efforts to protect and govern machine learning systems, frontier models, and generative AI deployments. This practitioner is responsible for establishing technical defenses, continuously analyzing model behaviors, vetting external AI services, and ensuring all automated tools adhere strictly to client confidentiality mandates, statutory obligations, and cybersecurity governance standards. Key Responsibilities • Comprehensive AI Risk Analysis: Lead pre-implementation security, governance, and privacy evaluations for commercial LLM platforms, specialized legal tech, retrieval-augmented workflows, and workplace assistants., • Specialized Threat Hunting & Monitoring: Identify and neutralize novel machine learning attack vectors, including indirect prompt manipulation, training data poisoning, model-driven data loss, and unauthorized shadow AI implementations across the enterprise., • Third-Party Model & Vendor Assurance: Execute technical due diligence on prospective AI partners, scrutinizing data retention policies, model training boundaries, geographic hosting criteria, and compliance attestations against frameworks like ISO/IEC 42001 and SOC 2 Type II., • Information Protection & Governance: Work closely with legal, risk, and operational teams to enforce data boundaries that stop protected work product, attorney-client privileged materials, and sensitive personal data from entering public or unmonitored model architectures., • Incident Handling & Forensics: Direct investigation, triage, and mitigation strategies for security events involving machine learning endpoints, compromised service credentials, and model exploitation., • Adversarial AI Testing & Red Teaming: Design and run offensive security exercises against internal pipelines and external models, simulating jailbreak strategies, prompt extraction, membership inference, model inversion, and autonomous agent hijacking. Manage third-party penetration testing scopes and translate outcomes into concrete remediation plans., • Workforce Enablement & Guidance: Formulate technical guidelines, best practices, and security awareness modules educating personnel on secure AI interaction and risk prevention., • Regulatory Governance & Standards: Align internal AI security controls with developing legal and industry benchmarks, including the NIST AI Risk Management Framework, European Union AI legislation, state financial cyber standards, and bespoke client security addenda. Required Qualifications • Minimum 5 years of professional experience in information security, including at least 2 dedicated to securing machine learning ecosystems, LLMs, or enterprise AI risk governance., • Proven background conducting offensive AI testing, jailbreak research, and exploit prototyping, with deep familiarity using the MITRE ATLAS matrix and the OWASP Top 10 for Large Language Model Applications., • Direct hands-on experience using automated adversarial assessment suites (such as Promptfoo, Microsoft PyRIT, NVIDIA Garak, Giskard, or proprietary testing scripts)., • Thorough architectural comprehension of transformer pipelines, retrieval-augmented generation (RAG) architectures, vector stores, and autonomous agent execution frameworks., • Practical background securing modern workplace productivity assistants and cloud-hosted model APIs (such as Azure OpenAI Service, Claude enterprise environments, and Microsoft 365 Copilot ecosystems)., • Working proficiency with enterprise identity controls, data loss prevention (DLP), and content labeling systems (e.g., Microsoft Entra ID and Microsoft Purview)., • Bachelor of Science in Cybersecurity, Computer Science, Information Technology, or an equivalent discipline. Required Certifications • Must hold at least one active credential:, • Certified Information Systems Security Professional (CISSP), • Certified Information Security Manager (CISM) Desirable Experience • Prior security engineering or governance background within legal organizations, investment management, banking, or similar high-scrutiny sectors., • Documented engagement in public or private AI vulnerability disclosure programs, CTF competitions, or published defensive/offensive ML research.

We are working with a high-performing private equity firm that recently closed its third fund and is continuing to build out its New York investment team. The firm invests exclusively in lower-middle-market manufacturing and industrial businesses, partnering closely with management teams to drive growth and execute strategic M&A. The team is lean and entrepreneurial, giving Associates the opportunity to take on meaningful responsibility across the full investment lifecycle, from sourcing and underwriting through transaction execution and portfolio value creation. The Associate will work closely with senior investment professionals and have direct exposure to investment decisions from day one. The firm is now looking to add an Associate to its investment team in New York! Key responsibilities: • Evaluate new investment opportunities across the manufacturing and industrial sectors, • Build and review financial models, valuation analyses and investment materials, • Conduct industry, company and market research, • Support due diligence and transaction execution from LOI through closing, • Work closely with management teams, advisors and other transaction stakeholders, • Support portfolio companies and value creation initiatives, • Identify and evaluate add-on acquisition opportunities What We're Looking For • 2-4 years of experience in investment banking, private equity or a closely related investing role, • Investment banking experience with a strong M&A / transaction execution background, • Experience with completed transactions; debt-only backgrounds will not be considered, • Strong financial modeling and analytical skills, • Genuine interest in manufacturing, industrials and lower-middle-market investing, • Strong communication skills and attention to detail, • Ability to work effectively in a lean, entrepreneurial environment, • U.S. work authorization required

Investment Associate, Energy Transition — New York City A well established global alternative investment platform is hiring an Investment Associate for its Energy Transition team. The team has deployed over $3.5bn across equity and debt in solar, storage, wind, and infrastructure credit, and runs lean deal teams where associates get real exposure from day one, not just model updates. This is a seat for someone who wants to move from advising deals to actually investing in them. What you'll do Build and own the financial models behind new and existing investments. Draft investment committee memos. Run due diligence from screening through closing. Work directly with senior investment professionals on acquisitions, financings, and debt raises, partnering with sellside and buyside bankers along the way. What they're looking for 1 to 6 years in investment banking, private equity, project finance, or credit, ideally with exposure to power, infrastructure, or renewables. Strong modeling skills and a sharp analytical mind. Someone who wants a long term investing career, not just an exit from banking.

THE ORGANIZATION: American Friends of Magen David Adom (“AFMDA”) is the U.S. fundraising organization supporting Magen David Adom (“MDA”), Israel’s national emergency medical, ambulance, disaster-response, and blood-services organization and its representative to the International Red Cross movement. Founded in 1940, AFMDA mobilizes philanthropic support to help ensure MDA has the resources necessary to provide lifesaving care to people throughout Israel, regardless of background or religion. Donor support helps fund emergency vehicles, medical equipment and supplies, EMT and paramedic training, blood services, emergency medical stations and facilities, advanced dispatch systems, and other critical needs. Philanthropic support, including significant funding from donors in the United States, plays an important role in strengthening MDA’s emergency-response capabilities and supporting major equipment, infrastructure, technology, and other critical initiatives. AFMDA serves as a vital partner in helping ensure MDA’s medical professionals and volunteers have the training, technology, equipment, and infrastructure necessary to respond to emergencies throughout Israel. AFMDA is a major national Jewish nonprofit fundraising organization, raising approximately $100 million annually in recent years through a sophisticated nationwide fundraising program. Its scale and fundraising activities create a complex financial environment involving donor-restricted and unrestricted contributions, major capital initiatives, planned gifts, investment assets, pledges and other receivables, grants and funding commitments, and coordination between fundraising and financial systems. Strong donor stewardship, internal controls, accurate financial reporting, and responsible management of philanthropic resources are therefore essential. THE OPPORTUNITY: Reporting to the Chief Financial Officer, the Controller will lead AFMDA’s accounting function and serve as a close partner to the CFO as the organization strengthens the financial infrastructure needed to support its size, fundraising complexity, and continued growth. The role manages a team of approximately four and combines hands-on technical accounting leadership with responsibility for financial reporting, close, audit, controls, payroll, cash management, and accounting operations. The Controller will also play a central role in modernizing Finance. AFMDA uses NetSuite as its accounting platform and Raiser’s Edge as its fundraising CRM. The successful candidate will bring strong experience with restricted and unrestricted contribution revenue and will work closely with Development and Data to improve reconciliation, systems integration, automation, and data integrity. ROLES + RESPONSIBILITIES: Accounting, Reporting & Controls: • Lead general ledger, accounts payable and receivable, cash activity, reconciliations, fixed assets, contribution accounting, and related accounting operations., • Own the monthly, quarterly, and annual close and oversee accurate, timely GAAP-compliant financial statements and management reporting., • Maintain strong accounting policies, documentation, segregation of duties, approval processes, and internal controls., • Oversee domestic and international payments and provide the CFO and senior leadership with reliable financial information and analysis. Fundraising & Contribution Accounting: • Ensure proper accounting for unrestricted gifts, donor-restricted contributions, campaign gifts, program specific funding, capital contributions, and related net assets., • Record, monitor, reconcile, and release donor restrictions in accordance with donor intent and applicable accounting standards., • Partner with Development and Data to reconcile Raiser’s Edge, NetSuite, banking activity, and other fundraising and financial systems., • Strengthen gift reconciliation, cash-receipt, lockbox, and reporting processes so management has a clear view of available and committed resources. Audit, Systems & Process Improvement: • Lead the annual financial-statement audit, coordinate audit support, and serve as the primary day-to-day liaison with external auditors., • Support Form 990 and other federal, state, and regulatory filings and partner with the CFO on accounting judgments and financial risk., • Serve as a senior owner of NetSuite and strengthen data integrity and workflows across financial, fundraising, banking, and payment systems., • Identify opportunities to automate manual processes and thoughtfully apply emerging technologies, including AI, to improve productivity, analysis, controls, and reporting. Team Leadership & Partnership: • Lead, manage, and develop an accounting team of approximately four professionals, with clear expectations and accountability., • Build productive relationships across Finance, Development, Data, and the broader organization., • Translate accounting requirements into practical solutions for non-finance colleagues while maintaining appropriate financial discipline., • Handle sensitive financial and organizational matters with sound judgment, discretion, and confidentiality. The position is a hybrid role with two days on-site in Manhattan. The annual salary range is up to $200,000, plus benefits, with additional room for closely aligned candidates. MISSION CRITICAL OBJECTIVES | YEAR ONE • Strengthen and scale the accounting function. Build more disciplined, efficient, and scalable processes and infrastructure., • Serve as the CFO’s trusted accounting and systems partner. Bring technical judgment, discretion, reliability, and practical problem solving., • Improve systems, integration, and automation. Optimize NetSuite and the flow of information across Finance, Raiser’s Edge, Data, and banking platforms., • Strengthen fundraising and contribution accounting. Ensure accurate accounting for restricted and unrestricted revenue, donor designations, releases from restriction, and fundraising reconciliations., • Modernize transaction processing and controls. Improve accounts payable, cash receipts, banking, international payments, lockbox activity, and related workflows.

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 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 @ 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

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy /privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Industrial M&A Partner (1099 – Remote, U.S.) KJ McCarthy Certified Business Brokers, Inc. | Industrial M&A Advisory About Us KJ McCarthy Certified Business Brokers, Inc. is a specialized M&A advisory firm serving Metals, Energy, Defense, and industrial manufacturing sectors. With 30+ years of operating and transaction experience, we combine investment‑banking discipline with deep industrial insight to deliver confidential, senior‑led advisory services for owners navigating strategic exits, generational transitions, or targeted acquisitions. Role Overview We are expanding our national network of 1099 Industrial M&A Partners to support deal sourcing and sector intelligence across the U.S. This remote US role is ideal for senior professionals with strong industry relationships who can identify owners considering succession, exit, or strategic transition. Partners act as business development specialists—leveraging established networks of owners, executives, engineers, plant leaders, procurement teams, OEM/Tier‑1 buyers, and industry influencers. No brokerage experience required; industrial familiarity is highly valuable. This role offers flexibility, autonomy, and meaningful participation in transactions that shape the future of industrial businesses. Compensation is commission‑based with significant earning potential. Key Responsibilities • Identify potential sell‑side clients and acquisition targets, • Initiate confidential conversations with business owners, • Provide sector intelligence across Metals, Energy, or Defense, • Support early‑stage deal qualification and basic financial review, • Coordinate with senior leadership on valuation and due diligence prep, • Maintain accurate outreach documentation and pipeline activity, • Uphold strict confidentiality and professional standards Qualifications Industry Expertise • Strong acumen in Metals, Energy, or Defense, • Understanding of industrial operations, supply chains, or capital equipment Relationship & Communication Skills • Trusted relationships with owners, executives, and technical leaders, • Skilled in sensitive conversations around succession, valuation, confidentiality Deal & Pipeline Management • Ability to manage multiple prospects and early‑stage deals, • Strong organizational discipline and documentation habits Independent Contractor Mindset • Experience operating as a 1099 professional, • Self‑motivated, proactive, and comfortable working independently Preferred • Familiarity with NDAs, LOIs, CIMs, and M&A processes, • Bachelor’s degree in business, finance, engineering, or related field

About Turing: Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L Role overview: Turing is looking for Experts in finance to work with our researchers to improve performance of AI models. We are looking for experts across a range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others. If you enjoy solving complex problems in finance and are interested in working with AI systems, please apply. No prior AI experience is required. What does day-to-day look like: • Evaluate LLM models for areas of finance where models do not perform well., • Create rubrics to assess model capabilities on specific areas of your finance expertise (such as deal analysis, M&A assessments, and more)., • Collaborate with AI researchers and fellow finance experts to shape training methods, evaluation strategies, and benchmarks. Requirements: • 2+ years experience in Capital Markets, Portfolio Management, Research, Trading, Quant, Investment Banking, Private Equity, Venture Capital, Growth Equity, FP&A, Accounting, or Financial Consulting., • Strong grasp of financial concepts (investment analysis, resarch, forecasting, revenue builds, corporate finance, asset management, risk management, etc.) based on your domain of expertise., • Excellent English written communication., • Bonuses (not at all necessary):, • CFA (Level I/II/III) or CA/CPA/MBA in Finance. Perks of freelancing with Turing: • Work on the cutting edge of AI and finance., • Fully remote and flexible work environment., • Competitive hourly compensation of ~$100+/hour depending on experience. Offer Details: • Commitment: Flexible, 10–30 hrs/week., • Duration: ~1 month, with the possibility of extension based on performance and project needs.

A large American Investment Bank, who has significantly grown their Interest Rate Risk team over the last 12 months is looking to hire an AVP/VP level candidate on their IRRBB Management team to oversee Interest Rate Risk arising within their US Legal Entities. This individual will sit in the greater 2nd line Market Risk Management and provide Interest Rate Risk Oversight over the firm's activities in relation to the banking book, Investment Portfolio, markets activity, and lead initiatives relating to the firm's build out of their IRRBB Team. The firm is targeting individuals with 4+ years working in a IRRBB, Treasury, or ALM function. This firm is known for having some of the best culture and work life balance on the street, and prides itself on maintaining these standards. Responsibilities: • Assist in the development of the firm wide Interest Rate Risk framework, • Maintain and develop Stress Tests to evaluate the effectiveness of the Interest Rate Risk Framework, • Monitor and evaluate various drivers in metrics like NII, EaR, EVS and EVE, • Engage with internal and external regulators and lead the firm's regulatory initiatives, • Perform quantitative analytics in response to Stress Tests such as NII forecasting, and deposit studies Qualifications: • 4+ years working in a 1LOD or 2LOD ALM/IRRBB function, • Familiarity with NII, EVE, EVS and other Interest Rate Risk Metrics, • Understanding and experience working on various IRRBB and Balance Sheet Projection models, • Ability to work with large data sets, and perform quantitative analysis, • Knowledge of Traded & Banking Products, • Deep understanding of US Regulations for Interest Rate Risk, Balance Sheet Management, and Capital Adequacy

The Opportunity My client is seeking an accomplished Vice President of Deal Origination / Business Development to support the continued growth of a middle market M&A advisory practice. You will engage qualified inbound business owners, lead high-value advisory conversations, assess strategic fit and transaction readiness, and convert strong opportunities into signed sell-side M&A engagements. This is a senior-level, relationship-driven role at the intersection of business development, deal origination, and strategic advisory. You will represent the firm with founders and privately held business owners, build confidence in the M&A process, create momentum through the decision cycle, and ensure each newly engaged client transitions into execution with clear expectations and strong internal alignment. What You Will Do • Lead high-value consultations with pre-qualified founders and owners of middle market businesses considering a sale, recapitalization, or other liquidity event., • Uncover company background, owner objectives, transaction timing, valuation expectations, decision criteria, and potential barriers to engagement., • Evaluate transaction readiness and strategic fit while identifying the owner’s advisory needs and desired outcome., • Position the firm’s sell-side M&A process, capabilities, market approach, deliverables, and value proposition in clear, credible language., • Develop trusted relationships across the decision cycle and create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Navigate sophisticated questions and concerns related to valuation, timing, fees, confidentiality, market positioning, and the advisory process., • Advance qualified opportunities from initial consultation through proposal discussions and executed engagement letters., • Maintain accurate CRM records, pipeline visibility, forecasts, conversion activity, and relevant client context for senior banker handoff. What You Bring • Senior-level sales or business development experience in a trust-based B2B environment, with demonstrated success closing complex, high-value services or advisory engagements., • Executive presence and the ability to communicate credibly with founders, privately held business owners, and senior executives in high-stakes situations., • Strong discovery, presentation, negotiation, objection-handling, relationship-building, and pipeline-management skills., • Strong business acumen, commercial judgment, and the ability to simplify complex financial and advisory concepts without overselling them., • Experience in M&A, investment banking, private equity, financial services, business brokerage, consulting, accounting, or related professional services is preferred., • Comfort with performance targets, accountability, and a 100% commission-only compensation model., • Available to work remotely from 9:00 AM to 5:00 PM Central Time., • Must be based in the United States. Why Join You will work with qualified inbound opportunities, engage directly with business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help originate and secure.

HR Generalist Location: New York City, NY Compensation: $140,000-155,000 + bonus Work Arrangement: 5 days per week in office Piper Maddox is partnered with a high-growth, entrepreneurial organization operating at the intersection of infrastructure, energy, and investment. As the business continues to scale, they are building out their HR function and are looking for an HR Generalist to take ownership of the employee experience for their growing New York office. This is a highly visible, hands-on role where you’ll work directly with senior Talent and HR leadership, have significant autonomy, and help shape HR processes as the company grows. Key Responsibilities • Serve as the primary HR resource for a 15–20 person NYC office, supporting the full employee lifecycle., • Lead recruiting coordination, onboarding, offboarding, and day-to-day employee support., • Advise employees on benefits, payroll, 401(k), PTO, and other HR programs., • Partner with leadership on HR initiatives, process improvements, and employee experience., • Help implement and improve HR systems and processes as the organization scales., • Work closely with a broader HR team while operating independently in New York. What We’re Looking For • 5–7 years of HR experience with a strong HR Generalist background., • Experience across recruiting and broader HR operations, • Financial services experience strongly preferred, particularly investment banking, private equity, hedge funds, or similar environments., • Experience working in a lean HR organization or serving as the primary HR resource for an office., • Strong communication, discretion, organization, and problem-solving skills., • Comfortable operating with autonomy in a fast-paced, entrepreneurial environment.

A global capital markets firm in New York is hiring a Legal Entity Controller to own financial reporting for a portfolio of U.S. entities, including registered broker-dealers and special purpose acquisition companies (SPACs). Reporting directly to the Financial Controller, you'll sit on a small, lean team where the role is both hands-on and supervisory: preparing and reviewing financials, partnering across finance, and building stronger processes, controls, and systems. Compensation: $185,000 to $240,000 Location: NYC (4 days/week onsite) What You'll Do • Serve as legal entity controller for U.S. GAAP entities, including broker-dealers and SPACs, • Oversee the month-end close and review journal entries covering investing and financing activities, consolidation of subsidiaries, expense accruals, intercompany activity, and income taxes, • Oversee and review quarterly and annual financial statements for external reporting under U.S. GAAP, • Prepare and review quarterly SPAC financial statements, and review SPAC SEC filings including Forms S-1, S-4, 8-K, 10-Q, and 10-K, • Review monthly balance sheet substantiation, evaluate the adequacy of accruals, resolve issues, and escalate key items to management, • Review monthly and quarterly analytical reporting, including balance sheet and P&L variance commentary, • Provide accounting and advisory support on new transactions and legal entity structure changes, • Partner with SEC Reporting, Corporate Accounting, Regulatory Reporting, Product Control, Tax, Technical Accounting, and Treasury to ensure accurate accounting, • Lead process reengineering and control enhancements, and work with IT to improve systems, • Coach, mentor, and develop junior and experienced team members What We're Looking For • Bachelor's degree in Accounting, • CPA required, • 10+ years of accounting and financial reporting experience, with significant hands-on time in industry at a financial services firm, • Legal entity controller or entity-level financial reporting experience at a bank, broker-dealer, swap dealer, or SPAC, • SEC reporting experience, • Comfort working at both the preparation and review level on a lean team, • Financial services regulatory reporting experience, • Track record of building or improving processes, controls, and systems, • Experience managing and developing people, • Strong U.S. GAAP technical knowledge, advanced Excel, and strong project management, communication, and business writing skills Preferred • Big Four public accounting experience prior to moving into industry, • SPAC accounting and SEC filing experience, • Swap dealer entity experience The Environment An established global capital markets and investment banking firm with a lean, fast-moving finance team. Based in New York, NY, in the office four days per week.

A multi-strat asset manager with over $10 billion in assets under management is looking to hire a VP of Originations. Key Responsibilities: · Source, review, analyze, and execute investment opportunities for potential commercial real estate loans. · Complete due diligence and prepare comprehensive financial analyses, including evaluation of historical financials, rent rolls, and pro-forma projections, utilizing advanced Excel and Argus models. · Synthesize and present deal analyses and recommendations to senior management and investment committees. · Assist in the preparation and negotiation of term sheets and loan documentation for new investment opportunities. · Review and abstract complex lease agreements, JV agreements, property-level contracts, and third-party reports. · Develop and maintain relationships with brokers, developers, and operators to generate a consistent pipeline of on and off-market opportunities. · Mentor and assist in the training of junior members of the originations team. Requirements: · 4–8 years of relevant experience in Commercial Real Estate finance, investment, banking, or brokerage. · Bachelor’s degree in Real Estate Finance, Economics, Business, or a related discipline; advanced degree preferred. · Credit trained and highly experienced in executing Commercial Real Estate transactions.

Project Description: DXC Luxoft has one of the world's leading Murex practices. We are a top-tier Murex Alliance Partner and a market leader in implementation, integration, upgrade, and migration. We provide end-to-end project services and have delivered over 200 successful Murex projects across all major asset classes and sectors including investment banking, asset management, corporate treasury, and insurance. This is a contractor position. Whether you possess a background in finance, technology, or Mathematics, your experience in the capital markets industry would be of high interest to us. Responsibilities: Testing responsibilities would include, but not limited to: • contribution to creation of a Test Design Document (TDD) and own testing outcomes at the project level, • Interaction with all up and downstream parties involved in testing, • Knowledge in technical environments such as SQL, XML, Unix, Windows, • Knowledge in CI tools like Jenkins, GitLab, Azure DevOps and others, • Strong understanding of version control systems such as GIT., • Experience with automation tools and scripting languages., • Knowledge in capital market is a plus., • Experience in the Software Engineering Industry, Software Quality & Testing, Test Management is a plus., • ISTQB certification or equivalent is a plus., • Communication and presentation skills, • Analytical thinking and problem-solving skills, • Teamwork and cross group collaboration, • Drive for excellence, • Eagerness to learn and develop on a broad scope (functional, product, finance, testing and technical), • Ability to work under pressure in a continuously evolving & challenging environment., • Build and manage personal Test schedule, • Manage and resolve testing conflicts, • Work closely with the analysis team to ensure clear testable acceptance criteria are part of the defined requirements, • Ensure that we have full traceability of test cases back to requirements, • Ensure that we understand test coverage at each stage, • Plan the project test strategy, within the guidelines + constraints of the program test strategy, • Define the project test environment requirements, and work with the Environments, • Configuration Management team to ensure that those environments are delivered, • Define the project test data strategy, and prepare common test data (working with the program test data lead), • Ensure that regression and automation tests are delivered along with (or asap after) the code release, and incorporated into future test phases including regression testing, • Participate in Quality Assurance reviews as required, • Interface with governance via the Delivery Management Meeting and Functional Management meeting, • Work with Program Management to plan and flex tester capacity and skills to meet project needs, • Work with program management to ensure the program can supply the necessary capacity and capability to staff and execute the various test cycles Mandatory Skills Description: • MXtest knowledge & experience, • MX.3 knowledge & experience, • University degree in Computer science, computer engineering, mechatronics or equivalent, • 0-3 years of experience, • Knowledge in technical environments such as SQL, XML, Unix, Windows, • Knowledge in CI tools like Jenkins, GitLab, Azure DevOps and others., • Strong understanding of version control systems such as GIT., • Experience with automation tools and scripting languages., • Knowledge in capital market is a plus., • Experience in the Software Engineering Industry, Software Quality & Testing, Test Management is a plus., • ISTQB certification or equivalent is a plus., • Communication and presentation skills, • Analytical thinking and problem-solving skills, • Teamwork and cross group collaboration, • Drive for excellence, • Eagerness to learn and develop on a broad scope (functional, product, finance, testing and technical), • Ability to work under pressure in a continuously evolving & challenging environment.

Account Director – Banking & Financial Services Are you an experienced client strategist who thrives at the intersection of customer experience, branded environments, and commercial growth? Miller Zell is looking for an Account Director to serve as a trusted advisor to senior executives across the banking and financial services sectors. In this consultative leadership role, you will define long-term account strategy, shape branch transformation programs, and drive revenue growth—partnering with dedicated delivery leaders who manage day-to-day project execution so you can focus on driving big-picture impact. Why You’ll Love This Role • Strategic Advisory Over Production Tracking: Our dedicated Senior Project Managers own project delivery and logistics, freeing you to focus entirely on senior client relationships, business vision, and strategic roadmaps. You will spend your time solving complex business problems rather than managing tactical status reports., • High-Impact Thought Leadership: You will be encouraged to proactively challenge client thinking, bring innovative concepts to the table, and guide how top financial institutions reimagine their retail branch footprint. This role positions you as an indispensable industry partner, not an order-taker., • End-to-End Creative Collaboration: You will partner closely with world-class internal teams across design, strategy, engineering, and digital solutions to bring physical spaces to life. Your perspective will directly influence consumer engagement and environmental brand design. What You’ll Do • Lead Client Strategy & Trusted Advisory: Build and maintain deep relationships with senior executives across retail banking, marketing, brand, real estate, and operations. You will immerse yourself in each client's business landscape to uncover pain points, anticipate market shifts, and offer an authoritative, value-focused point of view., • Drive Commercial Growth & Account Health: Take complete ownership of account revenue, profitability, retention, and long-term expansion. You will develop multi-year strategic roadmaps, identify high-margin program opportunities, and lead contract negotiations and high-stakes proposals., • Champion Branded Environments & Customer Experience: Guide experiential design by evaluating creative and structural concepts with a critical, strategic eye on behalf of the client. You will ensure all environment solutions align with client brand standards, operational realities, and human-centered design principles., • Apply Financial Rigor & Data-Driven Insights: Evaluate client initiatives through an analytical lens focused on return on investment, scalability, and margin health. You will leverage advanced Excel and PowerPoint skills to build persuasive business cases and communicate complex performance metrics clearly to senior stakeholders., • Foster Cross-Functional Alignment: Collaborate hand-in-hand with Senior Project Managers and shared service leaders in creative, production, engineering, and logistics. You will align internal teams around a shared client vision, driving internal clarity, speed, and shared accountability. What You Bring • 8–12+ Years of Strategic Account Leadership: You have a proven track record of growing complex, multi-million-dollar client accounts within an agency, design consultancy, or experiential marketing firm. You know how to navigate large, matrixed organizations and earn the confidence of C-suite and VP-level leaders., • Strong Commercial & Financial Acumen: You are comfortable working with client budgets, assessing profitability trade-offs, and building solid financial justifications for innovative programs. You understand how to turn relationship equity into sustainable commercial growth., • Fluency in Environmental Design & CX: You bring an intuitive understanding of spatial branding, retail environments, and customer journey strategy. You can review creative deliverables critically and provide constructive, articulate guidance to design teams., • Influence & Cross-Functional Team Leadership: You excel at rallying cross-functional teams around a strategic goal and leading effectively without direct authority. You build productive, high-trust partnerships across both client organizations and internal service departments., • Executive Communication & Presentation Skills: You possess superior written and verbal presentation skills, with the ability to convey complex narratives succinctly. You are advanced in Microsoft PowerPoint and Excel, capable of building high-caliber decks and financial models independently.

An investment professional with experience in impact investing or an adjacent field such as venture capital, venture philanthropy, private equity, community development financing, fund investments, social enterprise development, investment banking, and/or private debt. The Investment Associate will

Note: This role is only open to 2023-2025 graduates currently working in acquisitions or in real estate investment banking. About the Company The role sits on the real estate acquisitions team of a megafund. They seek to hire an associate on the Real Estate Equity Investments team covering cradle-to-grave asset level investments. About the Role The successful candidate will be responsible for underwriting real estate investment opportunities across all asset classes. This is a small investment team and the associate will get responsibility across the entire life cycle of the deal. Responsibilities • Assist in the underwriting and due diligence of new CRE related investment opportunities across the capital stack, • Structure/Build detailed financial models and asset valuation tools to support investment decisions, • Forecast operating performance, financial projections and business plan scenarios for deal-specific underwriting, • Assisting with creating initial screening memos and final investment memos which will be presented before the Investment Committee, • Assist in the preparation of asset-level recommendations for senior management, • Prepare strategic plans for assigned properties and contribute to overall portfolio plans Qualifications • 1-3 years of experience of total work experience in real estate acquisitions role or in investment banking, • Significant financial modelling experience, • Advanced Excel knowledge, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc., • Strong quantitative skills and demonstrated analytical and problem solving ability, • Strong attention to detail and ability to manage multiple projects