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

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

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

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

Job DescriptionSR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assist the Audit Director in supervising a team of auditors to assess risks and internal control environment of the bank's Wealth Management businesses. This individual will develop and execute detailed audit programs to evaluate the adequacy of the operational processes to meet bank policies and procedures and regulatory requirements, identify data analytic opportunities, analyze results of testing performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in a form of meetings, presentation, and written reports and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance with audit methodology and based on industry/institutional knowledge, emerging risks, and regulatory changes and expectations. Key areas of focus and involvement include: • Personal and Employee Benefit Trust Administration, • Retirement and Custody Services, • Specialty Wealth Assets, • Investment Advisory, • Broker/Dealer, • Investment Banking activities for CNB's Capital Markets, • Registered and Unregistered Fund Vehicles, • Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, innovative thinking with data analytics, robotic process automation and artificial intelligence, and demonstrates critical problem-solving leadership. WHAT WILL YOU DO? Leadership & People Management: • Leads/coaches a team of internal audit professionals at the individual audit level, • Implements the outcomes from the audit transformation program by leading the individual audit team members through the process changes., • Manages resource planning to ensure that there are sufficient engagement resources to meet plan for the individual audit., • Takes personal responsibility for a complete, multi-stage project (audit), • Participates in social, charitable or inclusive committees within Internal Audit, CNB or RBC. Audit and Assurance: • Plans, executes and leads complex projects using a risk based, cost effective and efficient process but is comfortable and eager to incorporate dynamic and transformative practices to deliver valuable assurance, advice and insights to management while proactively adding value to CNB., • Manages staff assigned to the engagement and reviews audit work for sufficient scope, testing, and for accuracy., • Quickly assesses all applicable risks (credit, liquidity, interest rate, price, operational compliance, strategic and reputation) and mitigating controls, designs comprehensive audit programs, executes audit procedures, supervises and reviews the work of others, analyzes and synthesizes results of testing, effectively communicates results to senior management to affect change, and delivers well written audit reports in a timely fashion., • Utilizes analytical, auditing and advanced excel/automation skills to complete assigned responsibilities., • Collaborates with other audit groups to effectively plan, integrate and execute audits., • Understands IT and fraud risks in order to identify key risks and controls in the business process or activity being audited., • Assess information security and privacy policies and procedures to identify weaknesses within the business process or activity being audited., • Leads and performs continuous monitoring activities periodically. Gathers and evaluates information received from business units and other external/regulatory sources., • Follow-up on audit issues to ensure completion of management action plans., • Ability to manage multiple audit assignments and work in a dynamically changing environment with minimal supervision., • Complies fully with all Bank policies, procedures, audit methodologies, training and regulatory requirements., • Tracks and manages audit resources to consistently meet the audit budget and audit plan mandates., • Takes responsibility to eagerly develop own personal and professional leadership skills and learning capabilities. Product/Business/Technology Knowledge • Consistently keeps informed of new services, products, industry and regulatory developments and risk events that have a significant technology and business impact., • Possesses working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, Reg 9, ERISA, Securities Acts of 1933 and 1934 inclusive of exemptions under the Acts, FINRA requirements, MSRB Rules and the Dodd Frank Act especially the Volcker Rule is desired but not required if candidate can demonstrate the ability to quickly synthesize regulations or has an eagerness to learn., • Possesses knowledge of capital markets products, • Develops a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank operates, particularly in areas where audit responsibilities are assigned., • Discovers patterns, insights, trends and anomalies from straightforward analyses, data sets and visualization tools., • Executes basic analyses (e.g. descriptive) and creates simple visualization using standard tools., • Develops requests for advanced analytics by providing detailed explanations and responds to questions posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: • Continuously builds trusting relationships with Internal Audit peers and business management., • Acts as the key contact and responds to inquiries from business throughout the audit process., • Leverages stakeholder relationships to advance business and project objectives., • Prepares solutions to address potential roadblocks raised by others in response to recommendations., • Creates an open and constructive environment for negotiation and assures all parties that a fair solution will be attained., • Initiates discussions between parties to explore differences and help find common grounds Staff Performance and Mentoring • Acts as a role model/mentor to lower level audit professionals, • Enhances and maintains staff morale, • Challenges others’ thinking or approaches in a constructive manner., • Provides on-the-job training of staff auditors, and prepares and conducts formal/informal training for less experienced staff members., • Participate in interviews and evaluations of new applicants. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with a public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop people, • Certified Trust Compliance Professional (CTCP) Or, • Certified Fiduciary & Investment Risk Specialist (CFIRS) Or, • Certified Public Accountant (CPA) Or, • Certified Internal Auditor (CIA) Or, • Certified Information Systems Auditor (CISA) Or, • Chartered Financial Analyst (CFA) Or, • Certified Anti-Money Laundering Specialist (CAMS) Or Additional Qualifications, • Strong verbal and written communication skills, to effectively present to peers and business management., • Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive change., • Strong understanding of internal auditing standards, COSO and risk assessment practices., • Strong understanding of internal control concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions., • Strong working knowledge of banking industry laws and regulations, and understanding of the principles of Operational Risk, Market Risk, Credit Risk, and Liquidity & Funding Risk., • Ability to work independently and with varying team members, and multitask by prioritizing critical activities., • Experience in planning integrated business audits with technology auditors., • Ability to apply agile methodology and best practices to audit engagements., • Experience in coaching and/or mentoring others., • Experience in use of data visualization and reporting – e.g. Tableau, Alteryx, • Experience in recommending/implementing innovative solutions to improve processes. WHAT'S IN IT FOR YOU?Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #Li-KTB #Ca-KTB

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

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

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

Artia Global Partners Overview Artia Global Partners LP is a multidisciplinary, healthcare-focused investment firm. We employ a flexible, fundamentals-driven, and long-term approach to investing. Our team focuses on high-conviction investment opportunities across all global healthcare subsectors. Launched in 2022, Artia Global currently manages more than $600 million in AUM through its flagship long/short equity fund. We value the relentless pursuit of excellence, independent thinking, intellectual curiosity, an entrepreneurial mindset, integrity, and collaboration. Job Description We are seeking a highly qualified Biotech / Biopharma Equity Analyst to join our growing and entrepreneurial team. The analyst will focus on therapeutics subsectors (biotech and pharmaceuticals), spanning across market capitalizations and development stages. The role is based in our Miami office, with potential hybrid work flexibility. The analyst will conduct rigorous fundamental research to develop investment theses and identify compelling opportunities — primarily in the public equity space, with selective exposure to early-stage private investments. The analyst will work closely and collaboratively with the CIO (an MD/MBA) and our team of seasoned professionals. Key responsibilities • Conduct deep-dive due diligence and primary research on both new and existing healthcare investments, • Make highly informed investment recommendations on companies, scientific advances, and industry trends, • Analyze and interpret a wide range of information — including clinical and preclinical data, scientific literature, and diverse expert views — to form independent views, • Build and maintain financial models and valuation frameworks, • Initiate and maintain relationships with C-level management teams and industry experts, • Attend industry and scientific conferences, • Conduct KOL and physician interviews, • Author investment memos and present investment conclusions Qualifications • Outstanding academic credentials; an MD or PhD is strongly preferred, • 3+ years of experience in buy-side / sell-side equity research, investment banking, venture capital, private equity, consulting, or the healthcare industry, • Strong financial modeling and valuation skills, • Excellent verbal and written communication skills, • Demonstrated history of exceptional learning aptitude and professional accomplishments, • Ability to synthesize complex information and apply first-principles thinking, • Strong interpersonal skills; ability to engage effectively with senior company management, • High standards of integrity and ethics, • Passion for investing, • High attention to detail, • Self-starter and team player, • Ability to learn quickly and adapt to our investment process Location Miami, FL office based, with potential hybrid work flexibility Compensation: Highly competitive and commensurate with experience Apply: Please apply via Linkedin, or submit your resume and investment memo examples to jobs@artiaglobal.com

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

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

Financial Crimes Compliance (FCC) Trade Finance Advisor Role Overview: The Financial Crimes Compliance (FCC) Trade Finance Advisor is a high-impact, non-supervisory subject matter expert in anti-money laundering (AML), fraud, and sanctions, dedicated to strategically supporting Natixis CIB Americas’ Global Trade business. In this role, you will hold primary responsibility for identifying and designing structural enhancements to our AML, fraud, and sanctions compliance coverage. Acting as a trusted, consultative partner, you will provide day-to-day guidance to business leaders, proactively mitigate risks, and shape a highly efficient control environment. Key Responsibilities: • Strategic Expertise: Serve as the primary FCC subject matter expert for the Americas, driving compliance strategy with a dedicated, focused approach to trade finance., • Advisory & Influence: Partner closely with business leaders and the home office to address complex escalations, providing decisive guidance to identify and mitigate FCC-related risks., • Control Optimization: Dig deep into existing processes to design, enhance, and implement robust, streamlined FCC-related controls across the trade finance lifecycle., • Deep-Dive Investigations: Lead targeted, structured investigations into potential trade-based money laundering, trade fraud, and complex transactional anomalies., • Policy Ownership: Author, refine, and maintain comprehensive FCC-related trade finance policies and procedures to ensure alignment with both regional expectations and global standards., • Targeted Training: Design and deliver specialized, impactful FCC training programs tailored specifically to trade finance operations., • Global Collaboration: Coordinate structurally with Global FCC teams to align regional practices with global trade finance requirements and long-term strategic goals., • Structured Project Leadership: Spearhead key trade finance-related compliance projects, planning realistic timelines to drive initiatives from conception to sustainable execution. Requirement: • Bachelor’s degree required., • 5–7 years of compliance experience in AML and sanctions compliance, with a dedicated focus on trade finance products and services (including documentary letters of credit, standby letters of credit, and supply chain finance)., • Demonstrated success in collaborating with business lines to implement clear, streamlined AML, fraud, and sanctions processes., • Proven ability to act as a collaborative partner, manage a steady day-to-day workflow, and drive strategic projects to successful completion within a structured schedule., • Excellent organizational, prioritization, and day-to-day pipeline management skills., • Strong analytical, critical reasoning, and investigative skills, with a passion for diagnosing and solving complex control challenges efficiently., • Advanced written and verbal communication skills, with the ability to influence and collaborate effectively with stakeholders at all levels of seniority, both locally and internationally., • Deep technical understanding of trade finance products, services, and associated regulatory expectations., • Familiarity with leveraging innovative technology and advanced analytics tools to optimize and automate processes, reducing manual administrative burdens., • Self-motivated and capable of working independently, with a proven ability to manage a predictable workload, maintain focus, and deliver quality results within a balanced, sustainable environment. The salary range for this position will be between $160,000 - $175,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

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

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

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

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

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

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

Summary of Responsibilities: Global Transaction Banking, part of BBVA’s Corporate and Investment Banking platform, is looking for a senior banker to lead coverage of Financial Sponsors, Asset Managers, and Hedge Funds in the US. This role sits within GTB Institutional Sales and focuses on building and deepening relationships across the Sponsors ecosystem at the fund, management company, and portfolio company levels, alongside broader coverage of Asset Managers and Hedge Fund clients, with a clear mandate to grow BBVA’s Transaction Banking franchise in this segment. The Executive Director will originate, structure, negotiate, and execute Transaction Banking solutions, with a strong primary focus on originating and structuring Global Trade Finance and Working Capital solutions (including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance), followed by Cash Management and Liquidity Management offerings, across Financial Sponsors and the broader NBFI client environment. The role requires strong commercial drive, structuring capabilities, and disciplined risk management As a senior member of the team, the role includes supporting junior bankers on complex transactions and broader team initiatives. List Major/Essential Job Duties: • Act as a senior coverage banker and trusted advisor to clients across Financial Sponsors, Asset Managers, Hedge Funds, and their portfolio or operating companies., • Lead origination and execution of Trade Finance and Working Capital solutions across Financial Sponsors and broader NBFI clients, including Standby Letters of Credit, Supply Chain Finance, A/R solutions, and Structured Trade Finance, while supporting broader Cash Management and Treasury Management opportunities., • Drive revenue generation for the assigned portfolio, contributing to pricing discussions, return optimization, and wallet share expansion, • Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and capital structures, • Lead end to end execution of transactions, including client pitches, RFP processes, and internal approvals, • Maintain an active and disciplined pipeline, with clear visibility on opportunities and conversion, • Work closely with Product, Risk, and other internal partners to ensure consistent delivery and alignment with the bank’s risk framework, • Operate effectively across a global platform, coordinating with Corporate and Investment Banking and Global Markets teams, • Support the continued development of the GTB franchise within the US Financial Sponsors and broader NBFI space, • Support junior team members on complex transactions and contribute to a high performing team environment Level of Complexity and Risk Involved: The role involves working with complex, cross border client structures across Financial Sponsors and the broader NBFI space. Many clients operate through multi entity and multi jurisdictional setups, requiring a strong understanding of onboarding, governance, and regulatory frameworks across the US and globally. As a senior banker, you will be expected to manage and mitigate operational and compliance risks as part of the first line of defense, working closely with Compliance, Legal, Risk, and Operations teams to ensure appropriate oversight while maintaining a high standard of client service. Skills, Knowledge, Abilities/Competencies: • Minimum 10-15 years experience within Corporate & Investment Banking, with strong exposure to Financial Sponsors, Asset Managers, or Hedge Funds., • Bachelor’s Degree in Finance, accounting or related fields. MBA preferred., • Fluency in English required; Spanish preferred., • Proven ability to originate and execute business with large and complex clients in the US market, • Strong and proven experience originating and executing Trade Finance and Working Capital solutions, including Standby Letters of Credit, Supply Chain Finance, A/R solutions, Structured Trade Finance, and other structured working capital products across complex client environments., • Working knowledge of Cash Management and Liquidity solutions; broader Transaction Banking product exposure considered a plus., • Experience working with multi entity and cross border client structures, • Ability to operate effectively within a global organization and across multiple stakeholders, • Strong credit skills with experience in more complex cross-border structured transactions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $240,000 to $280,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Position Overview As a senior Coverage Banker within our Financial Institutions Group (FIG), you will serve as the primary strategic advisor and relationship manager for a targeted portfolio of premier global insurance clients. You will drive the strategic dialogue with C-suite executives and Treasury teams, originating high-value mandates and delivering our comprehensive suite of Corporate & Investment Banking (CIB) solutions. This role demands a proactive originator who can build enduring partnerships, solve complex capital and liquidity challenges, and aggressively grow our footprint in the insurance sector. Key Responsibilities • Strategic Origination & Relationship Management: Lead the ongoing coverage and strategic dialogue for global insurance clients (P&C, Life, Reinsurance, and Brokers). Cultivate deep, long-lasting relationships with key decision-makers, acting as the critical link between the bank and the client., • Revenue Growth & Wallet Share Expansion: Drive absolute revenue growth and maximize risk-adjusted Return on Equity (ROE). Proactively identify and originate cross-sell opportunities across the global platform, including Debt Capital Markets, Global Markets, Syndicated Finance, and Global Transaction Banking., • First Line of Defense & Risk Structuring: Serve as the primary steward of the firm's capital and the first line of defense in risk management. Conduct rigorous initial credit analysis, structure credit facilities with robust covenants and downside protections, and partner closely with the Credit Risk department to effectively underwrite and mitigate exposure., • Business Strategy & Account Planning: Formulate, own, and execute comprehensive account plans, sales strategies, and financial forecasts for your designated client portfolio., • Cross-Functional Deal Execution: Partner seamlessly with product specialists, credit risk, underwriting, and local/global banking counterparts to structure and deliver bespoke, value-added financial solutions. Ensure optimal pricing, capital allocation, and successful execution of new business mandates., • Pipeline Management & CRM: Build, manage, and accelerate a robust pipeline of prospective deals. Take ownership of the end-to-end sales cycle, ensuring client activity, profitability metrics, and deal statuses are rigorously tracked in the firm’s CRM platforms., • Sector Expertise & Thought Leadership: Serve as a subject matter expert on the global insurance industry. Monitor macroeconomic trends and regulatory shifts (e.g., Solvency II, NAIC standards) to provide proactive, actionable intelligence and tailored advisory to your clients. Qualifications • Bachelor's Degree required; Master's preferred, • Minimum 10 years experience, • FINRA SIE, Series 79, Series 63 required (or willing to obtain in 3 months of hire) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $220,000 to $240,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

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.

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

About the Program Our 2027 Summer Analyst Program offers an immersive, hands-on experience designed to provide deep exposure to global finance and corporate advisory. As a Summer Analyst, you will participate in a multi-disciplinary rotational framework across key client-facing and product teams within Investment Banking & Finance. You will work alongside senior industry experts, gain active deal exposure, and build the analytical foundation required for a full-time career in finance. Key Rotational Areas During the program, candidates will rotate through specialized groups across our Investment Banking division, advising clients on complex financing, capital structure, and strategic transactions. Rotations include: • Corporate Lending: Structuring and underwriting credit solutions for corporate clients across various industries., • Fund Finance: Providing tailored credit facilities and financing solutions to private equity and venture capital funds., • Project Finance: Evaluating and financing large-scale infrastructure, energy, and capital projects., • Real Estate Finance: Analyzing data center and commercial real estate financing, property valuations, market analysis, and debt structuring., • Debt Advisory: Helping clients optimize capital structures, navigate debt markets, and execute refinancing strategies., • Project Advisory: Advising sponsors on the viability of new clean energy projects, capital structures, equity and debt raising., • Securitization: Structuring asset-backed securities and managing asset-based financing pipelines., • Portfolio Monitoring: Tracking credit performance, managing risk exposures, and analyzing post-execution deal performance. Core Responsibilities • Perform financial modeling, valuation analysis, and credit assessment for live transactions., • Assist in preparing client pitch books, investment memos, and transaction presentations., • Research market trends, macroeconomic conditions, and industry benchmarks to support advisory teams., • Conduct due diligence and analyze financial statements, cash flows, and capital structures., • Collaboratively engage with cross-functional teams to execute client mandates. Qualifications • Currently pursuing a Bachelor’s degree with an expected graduation date between December 2027 and June 2028., • Strong quantitative, analytical, and critical thinking skills., • Demonstrated interest in corporate finance, financial markets, and advisory work., • Proficiency in Microsoft Excel, PowerPoint, and Word., • Exposure to AI tools a plus, • Exceptional communication skills with the ability to work collaboratively in a fast-paced team environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Summary of Responsibilities The Global Institutional Business (GIB) Summer Analyst will join BBVA’s Corporate & Investment Banking division as a member of the Global Institutional Business Client Coverage team. The internship is designed to provide high-performing students with hands-on exposure to institutional client coverage, financial and credit analysis, financial markets and transaction execution within a global financial institution. Summer Analysts will work alongside Junior Bankers (Analysts and Associates) and Senior Bankers (Vice Presidents, Executive Directors and Managing Directors) across different clients, sectors and assignments, gaining exposure to the full range of activities performed by a Global Banker. The GIB Client Coverage team covers five institutional sectors: Banks, Insurance, Wealth & Asset Management (including Asset Managers, Hedge Funds and Pension Funds), Public Sector, and Financial Sponsors. The program is designed to provide broad-based experience across these sectors and exposure to different institutional business models, financial profiles and banking needs. Summer Analysts will support client and sector analysis, preparation of client materials, financial and credit analysis, market-related analysis, transaction workstreams and internal processes, while interacting with Product, Risk and other teams across BBVA’s international network. The internship is intended for students entering their final year of undergraduate studies. High-performing Summer Analysts may be considered for a full-time Analyst position following graduation. Major/Essential Job Duties Client Coverage and Deal Execution ● Support Junior and Senior Bankers in preparing for client meetings, including client and sector research, presentations, background materials and briefing notes. ● Assist with the preparation of pitch materials and analysis supporting potential financing, capital markets, transaction banking and other product opportunities. ● Support live transaction and client-related workstreams, including preparation and coordination of materials, documentation and follow-up items. ● Conduct research on existing and prospective clients to support relationship development and identification of potential business opportunities. Financial, Credit, Market and Sector Analysis ● Analyze client financial performance, business models and relevant financial and credit metrics under the guidance of more experienced bankers. ● Support financial and credit analysis tailored to the characteristics of different institutional client segments, including Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors. ● Conduct client, sector and market research using financial statements, public filings, market data and internal resources. ● Develop an understanding of the financial and market drivers relevant to different institutional clients, including capital, liquidity and funding considerations, investment and fundraising activity, portfolio developments and broader market conditions. ● Monitor relevant financial markets and sector developments and assess their potential implications for clients and business opportunities. ● Assist in the preparation of credit submissions and materials for internal credit and transaction approval processes. ● Support quantitative analysis, financial modelling and transaction analysis where relevant to the client or assignment. Client and Product Coordination ● Develop an understanding of clients’ business models, strategic priorities, financial profiles and existing relationships with BBVA. ● Support coordination with Product teams to identify potential banking solutions and business opportunities aligned with client needs. ● Work with Risk and other internal stakeholders to gather information and support credit and transaction processes. ● Gain exposure to how Global Bankers connect client strategy, financial analysis, market developments and BBVA’s product capabilities to identify actionable business opportunities. Internal Coordination and Teamwork ● Work collaboratively with Junior and Senior Bankers across different client assignments and institutional sectors. ● Coordinate with Product teams, Risk and other internal stakeholders to gather information and support client deliverables and transaction execution. ● Participate in internal discussions and meetings to develop an understanding of how client opportunities are evaluated and executed across the bank. ● Actively seek guidance and feedback and incorporate it into subsequent work. Information Management and Reporting ● Support the maintenance of client, pipeline and profitability information in internal systems. ● Assist with client, sector and market monitoring relevant to the relationships being covered. ● Support account planning and other internal client and business reporting activities. ● Ensure that information used in analysis and client materials is accurate, appropriately sourced and consistently presented. Level of Complexity and Development ● The Summer Analyst role is designed as an intensive learning experience combining technical development, exposure to client coverage, financial markets and participation in real assignments. ● Summer Analysts are not expected to arrive with the knowledge of a full-time Analyst. However, they are expected to demonstrate strong analytical ability, intellectual curiosity, attention to detail and the capacity to learn quickly. ● As the internship progresses, Summer Analysts will be expected to take increasing ownership of assigned tasks, anticipate next steps and contribute more independently to team deliverables. ● The internship provides exposure across sectors and assignments with the objective of developing broad and transferable banking skills before progressively developing deeper sector expertise as bankers advance in their careers. Scope of Duties Summer Analysts will operate as part of the Global Institutional Business junior banker team and will have the opportunity to work with different Junior and Senior Bankers throughout the internship. The program is designed to provide broad exposure across Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, allowing interns to experience different clients, business models, types of assignments and working styles. Summer Analysts are expected to approach all assignments with the same level of commitment and professionalism, whether supporting day-to-day client coverage, financial and credit analysis, market analysis, a live transaction, an internal process or a one-off pitch. The objective of the internship is to build a strong foundation across the technical, analytical, commercial and professional capabilities required of a Global Banker. At the junior level, the priority is to develop broad and transferable capabilities across sectors. As bankers progress in seniority, they are expected to develop deeper sector knowledge and increasingly specialize, with sector specialization becoming established at the Vice President level. Skills, Knowledge, and Abilities/Competencies Technical Skills ● Currently pursuing a Bachelor’s degree, with expected graduation in 2028. ● Strong academic performance and demonstrated interest in finance, economics, accounting, business or related fields. ● Foundational understanding of accounting, financial statements, corporate finance, credit fundamentals and financial markets. ● Strong quantitative and analytical skills, with an interest in developing financial, credit and market analysis capabilities. ● Interest in understanding different institutional business models and the financial and market drivers affecting Banks, Insurance companies, Asset Managers, Hedge Funds, Pension Funds, Public Sector entities and Financial Sponsors. ● Proficiency in Excel and PowerPoint, with willingness and ability to learn additional financial, market-data and AI-enabled tools. ● Strong interest in financial markets, client strategy and the broader economic environment. ● Fluency in English required; Spanish and other languages are a plus. Performance Skills ● Strong intellectual curiosity and willingness to learn. ● High attention to detail and commitment to producing accurate, high-quality work. ● Strong work ethic, reliability and ability to meet deadlines. ● Proactive mindset and willingness to take initiative rather than waiting to be directed at every stage of an assignment. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across different levels of seniority. ● Strong team player with a collaborative mindset, flexibility and willingness to support others, contributing positively to the team’s collaborative culture. ● Ability to manage multiple assignments and priorities in a fast-paced environment and communicate early when capacity or timing conflicts arise. ● Openness to feedback and ability to incorporate guidance into future work. ● Interest in working within an international organization and collaborating across cultures, geographies and teams. Team Structure and Development Summer Analysts will work across different Junior Bankers, Senior Bankers, clients, sectors and assignments throughout the internship, providing broad exposure to the Global Institutional Business platform. The program is intentionally designed to provide broad exposure at an early stage of the banker’s career. Interns will be encouraged to learn from different team members, ask questions, understand the broader purpose behind their assignments and remain engaged in the outcome of the work they support. Through exposure to Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, Summer Analysts will begin developing an understanding of how client business models, financial and credit considerations, market dynamics and relevant banking opportunities differ across institutional sectors. As bankers progress in their careers, this broad foundation is expected to evolve into deeper sector expertise and increasing specialization, with the objective of developing strong client and industry knowledge within a specific institutional sector by the Vice President level. The internship is also an opportunity for BBVA and the Summer Analyst to assess long-term fit. Strong performance across technical skills, execution, judgement, collaboration, communication and overall contribution to the team may lead to consideration for a full-time Analyst position following graduation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

A well-established Single Family Office is seeking an experienced Senior Controller to lead the accounting, financial reporting, treasury, and compliance functions across a diverse portfolio of entities and investments. This is a highly visible leadership role responsible for ensuring the integrity of the accounting function, strengthening internal controls, and supporting the financial operations of a sophisticated investment platform. The Senior Controller will serve as a key deputy on all accounting and financial reporting matters, partnering closely with executive leadership, external tax advisors, auditors, and banking partners to maintain accurate financial reporting and drive operational excellence. This position is ideal for a seasoned, hands-on accounting professional who thrives in an entrepreneurial, high-trust environment and is capable of stepping in for the CFO as needed. Key Responsibilities Accounting & Financial Reporting • Own the accounting operations and general ledger for multiple entities, including investment, operating, and holding companies, • Lead the monthly, quarterly, and annual close process, ensuring accuracy, timeliness, and completeness, • Review and approve journal entries, account reconciliations, and financial records prepared by the accounting team, • Prepare and review consolidated financial statements and supporting schedules for executive leadership, • Perform variance analysis and deliver financial reports and insights to executive leadership and, as needed, the family, • Ensure proper accounting for intercompany transactions, distributions, capital activity, and investment-related transactions Investment & Treasury Management • Oversee accounting records for a diversified investment portfolio, including private investments, funds, and marketable securities, • Track capital calls, distributions, commitments, and investment balances across the portfolio, • Monitor daily cash positions and liquidity across multiple entities, escalating funding needs as appropriate, • Coordinate cash movements and funding between entities, ensuring appropriate controls and approvals, • Oversee treasury activities and foreign currency transactions as needed Tax, Audit & Compliance • Serve as a primary accounting liaison with external tax advisors and auditors, alongside the CFO, • Oversee preparation of supporting schedules and documentation for annual tax filings and financial statement audits, • Monitor tax calendars and coordinate timely payments and filings, • Ensure accounting records appropriately support tax reporting and regulatory compliance, • Maintain and strengthen internal controls and accounting policies across the organization Systems & Process Improvement • Identify and lead process improvements to enhance efficiency, scalability, and reporting accuracy, • Lead accounting system enhancements, ERP implementations, and related technology initiatives, • Maintain and update documentation of accounting policies and internal procedures, • Lead or support special projects and strategic initiatives as directed by executive leadership Leadership • Supervise, mentor, and develop members of the accounting team, including staff and junior accountants, • Serve as a key point of escalation and backup to the CFO on accounting and reporting matters, • Foster a collaborative, service-oriented culture with a strong emphasis on accountability and continuous improvement Qualifications Education • Bachelor's degree in Accounting, Finance, or related field

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca. Our client is seeking a strong C++ low latency developer to expand their highly successful, fully automated computerized trading franchise across asset classes. This is a hands-on position for the full development cycle, from requirements collection to final deployment and includes ongoing support for internal users. The successful candidate will work with an existing team of highly technical engineers to extend the functionality and performance of company’s sophisticated trading system that manages significant amounts of firms trading flow. Key Responsibilities • Design, develop and implement cutting edge market connectivity system, • Sitting alongside algo developers and traders to communicate varying needs, • Ensure order management is consistent with best execution practices, • Continuously work with colleagues and business leaders to advance each other’s skills Required skills • Current experience with C/C++, including familiarity with C++17 and templates, • Low latency coding, performance tuning, and debugging, • FIX & Binary Connectivity Protocols, • Proficiency in network protocols such as TCP & multicast, • FPGA experience a plus in terms of low-level understanding of how sockets work., • Experience with Market Data feed handlers, Client and Market Connectivity products, • Knowledge of investment management operations and trading execution solutions, • Experience developing on Linux, • Python scripting experience (or equivalent), • Strong communication skills a must Preferred Qualifications and Education : • Advanced degree in Mathematics or Computer Science (MSc/Ph.D.), • Team Player capable of developing industrial-strength software components, • Good experience analyzing and structuring large data sets., • Knowledge of trading and market microstructure

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

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

Position Summary The Customer Funding Desk (CFD) Associate will support the Americas Customer Funding Desk in the day-to-day commercial and operational management of the liquidity business. The role is responsible for supporting Business-As-Usual (BAU) activities, coordinating the daily renewal of customer funding transactions, assisting with transaction booking, preparing commercial materials, managing reporting and analytics, supporting client onboarding, and contributing to strategic initiatives across the liquidity business. The Associate will work closely with Sales, Relationship Managers, Operations, Finance, and Product teams to ensure the efficient execution of commercial opportunities and ongoing client activity. This position is designed for a highly organized, analytical, and technology-driven professional who enjoys working in a fast-paced international banking environment. The Associate will partner closely with senior sales professionals and relationship managers while gaining exposure to liquidity products, client management, sales strategy, innovation initiatives, and cross-functional projects throughout BBVA's Corporate & Investment Banking platform. The role provides a structured development path toward promotion to Senior Associate and, over time, increased client-facing responsibilities within the Customer Funding Desk. Key Responsibilities Business Management and Administrative Support • Support the Head of Customer Funding Desk in the day-to-day management of the Americas business., • Coordinate meetings, internal communications, project follow-up, calendars, and action items across multiple stakeholders., • Prepare agendas, meeting materials, minutes, executive summaries, and follow-up communications., • Maintain business documentation, procedures, contact lists, shared files, and internal records in an organized and audit-ready manner., • Coordinate with Relationship Managers, Product teams, Compliance, Operations, Legal, Finance, and other internal partners., • Provide general administrative support appropriate to the Associate level, including travel coordination, expense support, document management, and scheduling., • Support the execution of daily operational workflows required to maintain the Customer Funding Desk's commercial activity., • Coordinate closely with Operations, Middle Office, and Finance to ensure transactions are booked, settled, and reported correctly., • Maintain accurate records of daily renewals, transaction bookings, and outstanding operational items. Reporting and Business Analytics • Produce recurring management reports, dashboards, pipeline updates, and key performance indicators., • Analyze sales activity, deposit balances, revenues, client trends, and business performance., • Develop clear, concise, and executive-ready presentations for senior management and governance forums., • Maintain reporting databases and help improve data quality, standardization, and automation., • Assist with forecasting, business planning, budgeting, and periodic performance reviews. Sales and Commercial Support • Support the day-to-day commercial activities of the Customer Funding Desk, ensuring timely execution of Business-As-Usual (BAU) processes and operational continuity., • Coordinate and support the daily renewal of customer funding transactions, ensuring all renewals are processed accurately, on time, and in accordance with internal policies and client requirements., • Prepare liquidity proposals, pricing materials, client pitches, and product presentations., • Assist with client onboarding documentation and internal approval processes., • Coordinate follow-up from client meetings and help track opportunities throughout the commercial pipeline., • Conduct market, client, and competitive research to identify commercial opportunities and support business development initiatives., • Support the booking of customer funding and liquidity transactions, coordinating with Front Office, Operations, Finance, and other internal stakeholders to ensure timely and accurate execution., • Monitor pending transactions, renewals, and operational exceptions, proactively following up to resolve issues and minimize execution risk., • Participate in selected client meetings and internal strategy discussions to strengthen commercial, product, and client relationship knowledge. Innovation and AI Enablement • Promote the responsible use of Artificial Intelligence tools to improve productivity, research, reporting, documentation, and workflow efficiency., • Identify opportunities to automate repetitive administrative and reporting tasks using approved AI and digital solutions., • Support innovation initiatives and process improvements within the Customer Funding Desk., • Research emerging technologies and best practices applicable to sales, client servicing, analytics, and business management., • Help develop dashboards, templates, and workflow enhancements using AI-enabled platforms and data tools. Project Coordination • Support regional and global CFD initiatives involving multiple BBVA teams and jurisdictions., • Track project deliverables, deadlines, dependencies, and action plans., • Prepare status updates and escalate delays or open items when appropriate., • Contribute to continuous improvement of team processes, reporting routines, and commercial practices. Qualifications • Bachelor's degree in Finance, Economics, Business Administration, Data Analytics, Engineering, or a related field., • Approximately 3-4 years of experience in Corporate Banking, Investment Banking, Financial Services, Consulting, business management, or a related analytical role., • Experience with reporting, project coordination, administrative support, or commercial support is preferred., • Interest in Transaction Banking, liquidity management, treasury products, innovation, or Corporate & Investment Banking., • Demonstrated ability to manage multiple priorities and deliver high-quality work in a dynamic environment. Required Skills and Competencies Technical Skills • Advanced proficiency in Microsoft Excel, including PivotTables, lookups, advanced formulas, data analysis, and dashboard preparation., • Advanced proficiency in Microsoft PowerPoint and the ability to prepare polished, executive-level presentations., • Strong reporting, analytical, and data-management skills., • Proficiency in Microsoft Word, Outlook, Teams, and other standard productivity tools., • Working knowledge of AI platforms such as Microsoft Copilot, ChatGPT, Gemini, Claude, or comparable enterprise-approved tools., • Familiarity with Power BI, Tableau, Bloomberg, CRM platforms, or workflow automation tools is a plus. Professional Skills • Excellent organizational skills and exceptional attention to detail., • Strong analytical, problem-solving, and documentation abilities., • Clear and professional written and verbal communication skills., • Ability to work independently while collaborating effectively across local and global teams., • Strong stakeholder management, follow-up, and execution discipline., • High level of discretion, professionalism, accountability, and sound judgment., • Curiosity, initiative, adaptability, and a strong willingness to learn new products and technologies. Language Requirements • Fluency in English and Spanish, both written and spoken, is required. Preferred Qualifications • Exposure to Corporate & Investment Banking products or business lines., • Knowledge of liquidity, deposits, cash management, treasury, or funding products., • Experience preparing materials for senior executives or client-facing teams., • Experience with data visualization, process automation, or digital transformation initiatives., • Interest in building a long-term career in liquidity sales, transaction banking, or corporate banking. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

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

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

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

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

Financial Analysis & Reporting Associate I’m partnered with a leading investment firm in NYC that is building out its Financial Analysis & Reporting function. This is a strong opportunity for someone early in their career who is highly analytical, intellectually curious, and already operating above their level. This is not a “sit in a corner and run reports” type of role. The team is looking for someone who can think, ask good questions, work through ambiguity, and help build better reporting and analysis for leadership. What you’ll work on: • Financial analysis, reporting, budgeting, forecasting, and scenario analysis, • Building and improving reporting frameworks, dashboards, and analytical tools, • Turning financial and operational data into useful insights for leadership, • Partnering with internal teams to answer business questions, • Helping improve reporting processes, standards, and overall analytical capabilities Ideal background: • 2+ years of experience in financial analysis, FP&A, strategic finance, data analytics, investment banking, private equity, alternative asset management, Big 4 advisory/TAS/valuation, or a strong audit background, • Strong Excel / financial modeling skills, • Strong academic track record or clear evidence of high performance, • Someone proactive, sharp, and comfortable being pulled in multiple directions, • Power BI, Python, automation tools, or an interest in AI/reporting transformation would be a plus This could be a great fit for someone who wants more visibility, more ownership, and a role closer to decision-making than the typical early-career finance seat. Please reach out directly if interested.

ABOUT CRÉDIT AGRICOLE CIB Crédit Agricole CIB is the Corporate and Investment Banking arm of the Crédit Agricole Group, the 10th largest banking group worldwide by balance sheet size (The Banker, 2022). The Bank offers clients a broad range of products and services across capital markets, investment banking, structured finance, and corporate banking. As the No. 1 retail bank in France, Crédit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe — committed to building a world-class European leader in banking and insurance in accordance with the UN Global Compact. US ANALYST PROGRAM SUMMARY The U.S. Analyst Program offers recent college graduates the opportunity to actively participate in investment banking within a high-profile department at Crédit Agricole CIB. Analysts receive the tools and mentorship needed for professional growth and career advancement. The program runs for a maximum of two years, with the goal of converting top performers into full-time employees. DIVISIONAL OVERVIEW The Energy and Real Assets team originates and structures complex financings with deep expertise across energy, infrastructure, transportation, real estate, and lodging sectors. As part of the Energy & Infrastructure Group, the US Analyst will be a member of the Project Finance Lending team in New York City, covering the North America region by supporting new deal opportunities (Origination) and the team head. The split could be equally balanced or vary as required. RESPONSIBILITIES • Play a role on deal teams for transactions in the energy and infrastructure sectors (including solar, wind and battery power generation projects as well as infrastructure projects) by supporting deal team members., • Support the team head, • Complete project annual reviews, including internal worksheets and applications (rating grid, environmental screening, profitability calculation, KYC forms, and other compliance items), • Assist in building Power/Infrastructure databases to identify industry trends, • Participate in special projects and ad hoc analysis, • Support preparation of credit applications, including transaction descriptions, key feature summaries, and risk analysis, • Conduct detailed financial modeling and valuation analyses, • Liaise with internal and external stakeholders, including middle/back office, agent banks, and participating banks involved in loan portfolio management, • Respond to internal requests from audit, internal control, and new activity/product and operational process committees, • Support KYC, client onboarding, and compliance efforts MINIMUM QUALIFICATIONS • Recent college graduate with 0–1 years of experience in Finance or a related field, • Candidate must be eligible to work in the US, • Must not require visa sponsorship for U.S. employment now or in the future (OPT, F-1, etc.) PREFERRED QUALIFICATIONS • Familiarity with energy and infrastructure projects, • Excellent written and oral communication skills, • Proficiency in Microsoft Office, with strong Excel skills, • Familiarity with financial modeling

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

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. Key Responsibilities • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal., • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records., • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities., • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle., • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel., • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed., • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel., • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy. Qualifications • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role., • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow., • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures., • CPA preferred; MBA a plus.

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.

Major Responsibilities: Portfolio Management & Underwriting Perform due diligence and regularly scheduled credit reviews. Analyze credit risk of the designated portfolio, determine accurate ratings and make recommendations of accurate and timely ratings to management; designated customers will be more complicated ones than those assigned to junior PMs, such as lower graded customers, customers with large credit exposure, customers with structured finance transactions, and customers with complex corporate structure. Prepare detailed credit analysis and credit applications in accordance with Bank’s credit policies and procedures such as Americas Credit Standards, Americas Credit-Related Procedures, Credit and JCB’s internal operating manuals, evaluating the borrower’s industry, business, legal and financial risks, and recommend extensions of credit. Manage deadlines and workload in accordance with the schedule. Function as a subject matter expert with regard to particular industries and industry subsectors. Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange, derivatives, securitization, and lease. Interview the borrower’s senior management to assess their business/financial risks/challenges. Maintain direct communication with assigned customers, if needed by RM (relationship manager). Coordinate and communicate critical account information to various related parties throughout the bank. Oversee covenants compliance, facility due date, condition/instruction/report required, and call memos. Perform other risk related functions as needed. Deal Support Work with business lines/product groups to identify prospective transactions. Lead new deals with moderate complexity for both existing and new customers from the credit underwriting perspective with moderate supervision. Experienced associates can identify structural risks and mitigants in prospective transactions and recommend/enhance structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement when to escalate/consult with the manager where necessary. Advise account officers on credit risk issues, terms and conditions to craft the best possible deal with the goal of improving profit and minimizing credit cost. While closely consulting with manager, communicate with credit division/administration with regard to rating rationale, facility structuring/exposures and ensure credit division provided with all credit related information and analysis pertinent to making a decision. Policy Compliance Ensure compliance with external regulatory requirements (JFSA, BOJ, FRB, OCC and FDIC). Ensure compliance with internal policy and procedures by understanding and adhering to Americas Credit Standards, Americas Credit-Related Procedures, Credit Rules, Procedures for Credit Ratings, JCB Operating Manual, and any other applicable pronouncements. Support Dept. managers in credit risk management process. Support junior analysts on OJT basis as assigned by the manager (experienced associate). Study, develop and improve analytical skills through close communication with related divisions, such as Americas Credit Rivew, Credit departments, Credit Policy Office and other Credit Divisions with support from managers. Assist managers in the training efforts. Maintain and monitor compliance reporting requirements. Qualifications Requirements include: Proficient in MS Office including Outlook, Word, Excel and PowerPoint. Knowledge in banking applications is a plus. Sound knowledge in finance, accounting, legal, regulations for commercial banking products Bachelor’s degree in a related field such as accounting, finance. MBA/ CFA, a plus 3-5 years working experience in large financial institutions, credit and risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing subsidiaries performance in corporate finance function. Previous experiences including handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team for proper booking of newly assigned accounts, preferred. Japanese language skills

Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. We are looking for a motivated VP, Market Risk Manager - Fixed Income with 7+ years of experience managing risk in fixed income markets. This position offers the opportunity to work closely with trading desks and senior risk managers, contributing to the firm’s ability to identify, assess, and mitigate market risk. The ideal candidate will have experience analyzing and managing the risk of a broad range of fixed income products, with a particular emphasis on Agency RMBS and CMBS, but also including CRTs, non-agency RMBS and MBS, other ABS, and vanilla instruments such as Treasuries, interest rate swaps, and bond and rate futures and options. As part of the Market Risk department ability to contribute to the analysis of risk in other areas such as Equities, Corporate Credit, Commodities, and FX will also be a plus. Familiarity with Risk Metrics (or equivalent risk model) and Bloomberg and strong technical expertise in SQL and Excel will also be important. What You’ll Do • Monitor and analyze closing and real-time market risk exposures across various fixed income products., • Partner with traders and senior risk managers to develop and implement effective risk mitigation strategies., • Design and prepare clear and concise reports on market risk metrics, presenting insights to senior management and other key stakeholders., • Ensure adherence to internal risk policies and regulatory standards., • Contribute to the training and development of more junior members of the market risk team., • Support the continuous improvement of risk management frameworks, processes, and systems., • Build, enhance, and maintain SQL-based tools and queries to support risk analytics and reporting. What We’re Looking For • Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a related discipline., • Advanced degree (MBS) and/or CFA a big plus., • 7+ years of experience in market risk management, with emphasis on fixed income, particularly in structured products., • Expertise in market risk concepts such as VaR, interest curve risk, spread risk and prepayment risk., • Deep knowledge of the broad range of financial instruments including agency backed structured products, MBS, ABS, Corporates, U.S. Treasuries, and Repo., • Direct experience with Risk Metrics and Bloomberg is strongly preferred., • Strong programming skills, particularly in SQL, for data analysis and reporting., • This role requires excellent communication skills, high attention to detail, and the ability to collaborate effectively across teams., • Adaptability to thrive in a fast-paced environment while managing multiple priorities. The actual base salary will be determined on an individualized basis considering a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

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 1.Provide professional services to Murex clients: • Provide services in the domain of system integration, business intelligence and data flows through the full lifecycle of the MX.3: requirements analysis, configuration build, installation, training, upgrade, and production support., • Professionally interact with Murex colleagues and clients. 1. Build, test, and provide support to clients on MX.3 integration modules. • Contribute to project implementations, • Participate in design, build, and test phases sometimes remotely and other times at the client site as needed., • Develop trade workflows and interfaces to set up communication between external platforms and murex to receive trade and other data feeds, process them, save into the system, and send acknowledgement. Use a combination of MXMLExchange, MXopenconnect, Murex APIs, and Datamart to successfully deliver such solutions., • Contribute to functional documentation of the test cases and use cases by the client., • Contribute to Design documentation for the Build process of the Product., • Develop and maintain end-to-end configuration management packages etc. Install, Deploy and test Murex packaged interfaces like MDIT (market data interface tool), Markitwire, BSMT and MarkitCredit to receive live and end-of-day data from external providers like Bloomberg, Reuters, Markit, etc., • Handle support cases from notification to resolution and validation., • Participate in the business as usual and project support: follow-up of client open cases through email, CRM portal, phone-calls and on-site visits, • Develop an understanding of ongoing activities and manage own deliverables / progress, • Manage bug fixes and enhancements with the Product Team 1. Integrate with various teams to deliver the right solution to client. • Work with S4C stream leads, Front-Office, Back-Office, or Risk teams to understand requirements and develop solutions for the client., • Work with the Product division team to provide them timely details on defects – how to reproduce the issue, project/client constraints, and how to validate the fix., • Follow up with the S4C stream leads, the Project Manager, and other teams to meet deadlines and regular meetings to make sure the delivery is on time 1. Work with technologies including SQL, Unix, and Murex proprietary standards like Murex Scripting Language (MSL), XMLF, etc. for client solutions. • Use SQL for end-of-day report generation, STP (straight through processing) failure issues, P&L evaluation, for analyzing issues in trade feed and status Etc., • Java programming skills are not essential but are a plus., • Various Murex proprietary languages and formats: Data Query Language for querying in various screens in MX.3, MSL (Murex Scripting Language) for pre-trade logic, XMLF for post-trade flow processing, MxML in various contexts, etc., • Create shell/python scripts for automation of day-to-day manual activities., • Understand requirements, analyze the problem areas of the current system and behavior of pre- trade and post-trade workflow, and integration points. Mandatory Skills Description • Integration and Reporting skills 1 of 2 is a must; both is a big plus, • 1-4 Years Support experience, demonstrated Murex Support - S4C Skills on capital markets client preferred.

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

Reference 26000DR3 Responsibilities • Develop and expand relationships with private equity sponsors (focus primarily on energy and infrastructure sectors)., • Develop and maintain marketing material promoting SG CIB’s capabilities to secure new financing mandates, in cooperation with other departments involved (including other business lines, syndications, HYB, etc.) and support the development and delivery of pitches to clients and prospects., • Assist in all aspects of the transaction execution, notably due diligence, credit analysis, modeling and financial structuring, credit approval process, drafting of financing offers, implementation of documentation., • Cross sell capital markets, investment banking (IPO and M&A) and core banking products to sponsor clients., • Keep abreast of the market in order to maintain structuring skills in line with market developments. Other • Organize or contribute to any other task needed in the context of the development of the activities of the department. Profile Required Candidate will be a member of the Leveraged Finance team within Investment Banking (LBO). The mission of the Banker is work, in partnership with the power and utilities team, to establish long-term relationships with private equity sponsors and their portfolio companies, principally focused on the energy and infrastructure space. The Leveraged Finance group is responsible for direct execution and structuring of (i) syndicated loan transactions to support leveraged buyouts, capital investment, acquisition financings, and refinancings, and (ii) other types of financings relevant to private equity sponsors, including margin loans and collateralized financing solutions. The team group is also responsible for cross selling banking and investment banking products to its clients. SKILLS AND QUALIFICATIONS: Must Have: • 10+ years experience in leveraged finance or investment banking, • Established private equity sponsor relationships, • Knowledge of corporate finance valuation and financial accounting concepts, • Excellent written and verbal communication skills, • Strong interpersonal skills and ability to work well in teams, • Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task, • Familiarity with credit documentation and the structuring of non-investment grade loan transactions, • Bachelors degree from a top tier College/University Nice to Have: • MBA Role License Requirement: • Series 7/79 and Series 63 certifications and formal credit training a plus Business insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know. OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/) DIVERSITY, INCLUSION & BELONGING (“DIB”): Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/ COMPENSATION: Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

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

Private Banking Director | New York City $180K Base | $400K+ Target OTE | Equity | Hybrid, 3–4 Days/Week in Office Shields Group Search is partnering with a rapidly growing, early-stage company building the next generation of private banking infrastructure for registered investment advisors and the independent wealth channel. Our client provides institutional-grade banking and lending solutions across securities-based lending, structured notes, residential mortgages, commercial real estate, premium finance, fine art lending, fund finance, deposits, and more. Its platform connects advisors, lenders, and clients through a unified, AI-powered infrastructure designed to deliver private banking at scale. They are building something new in wealth management and are looking for a Private Banking Director to help define it. The Role The Private Banking Director is a senior, relationship-driven role that owns the full client and advisor lifecycle, from sourcing and structuring new opportunities through implementation, ongoing relationship management, and long-term growth. This is not a pure origination role. You will be the primary point of contact for assigned advisor firms and their clients, responsible for the entire private banking experience from the first conversation to funded transaction to retention and expansion. You bring deep expertise across banking, cash management, and broad lending, including credit, mortgage, and deposits, and know how to translate that expertise into meaningful outcomes for advisors and their high-net-worth clients. You are equally comfortable in a boardroom with firm leadership and on a call with a client structuring a complex transaction. What You'll Do Relationship Management & Business Development • Own the end-to-end client and advisor relationship for assigned partner firms, from initial sourcing through ongoing retention and expansion, • Serve as the senior point of contact for firm leadership, operations teams, and individual advisors across your book, • Source new opportunities through proactive outreach, referrals, and deep engagement within assigned RIA and family office relationships, • Run regular business reviews with strategic partners to drive use-case expansion, deepen adoption, and identify new revenue opportunities Deal Origination & Structuring • Lead origination and structuring across the full product suite, including securities-based lending, residential mortgages, commercial real estate, premium finance, fine art lending, fund finance, and deposits, • Evaluate complex borrower profiles including non-traditional income, entity and trust structures, concentrated positions, and multi-asset balance sheets, • Coordinate lender selection, term sheet negotiation, documentation, and closing across a Tier 1 banking partner network, • Partner with junior deal team members to ensure efficient execution from submission through funding Banking & Cash Management • Advise clients on deposit solutions, cash management strategies, and banking products available through the platform, • Help advisors position banking and cash management as a core component of the client relationship, not a standalone transaction, • Identify opportunities to deepen client relationships through multi-product banking engagement Client Experience & Retention • Own the post-close client experience, including portfolio monitoring, covenant management, renewal coordination, and expansion, • Ensure every client interaction reflects the high standard expected at the private banking level, • Proactively identify at-risk relationships and address them before they become churn events, • Develop case studies and testimonials from successful engagements to support marketing and sales Voice of the Client • Surface real-world advisor and client feedback to inform the company’s product roadmap and lender network strategy, • Stay current on market trends in private banking, lending, and wealth management to bring strategic perspective to client conversations What We're Looking For • 12+ years of experience in private banking, wealth management lending, or relationship banking, with a proven track record of managing senior client relationships, • Broad lending expertise with the ability to structure complex credit, • Strong background in banking products, cash management, and deposit solutions, • Deep familiarity with HNW and UHNW borrower profiles, including complex income, trust and entity structures, concentrated assets, and non-traditional documentation, • Demonstrated ability to originate, structure, and close complex transactions while simultaneously managing a broad book of relationships, • Strong client-facing presence, equally effective with firm executives, individual advisors, and end clients, • Experience working with or alongside RIAs, family offices, or independent advisors strongly preferred, • Highly organized with strong CRM discipline and pipeline management skills, • Entrepreneurial mindset and comfortable building process in an early-stage environment What Success Looks Like • Assigned partner firms are deeply engaged: advisors are active, deals are flowing, and relationships are expanding year over year, • Full product adoption across the book: clients are accessing credit, mortgage, banking, and deposit solutions through the platform, not just one product line, • Fast, clean execution: transactions move efficiently from origination to funded close with minimal friction, • Clients and advisors view you as a trusted private banking partner, not a transactional vendor, • Strong retention: assigned firms renew, expand, and refer new relationships, • Cross-team collaboration: junior deal team members are well-supported and productive within your book What the Company Offers • Ground-floor opportunity to help define the private banking experience for independent advisors, • $180K base salary, • $400K+ target OTE, with variable compensation tied to funded outcomes, • Equity, • Collaborative team environment with direct access to leadership, • Hybrid work environment in the Flatiron neighborhood of New York City, with 3–4 days per week in the office, • Competitive benefits package

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

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Inviting applications for the role of Managing Consultant - Enterprise Risk Advisory This role requires a risk consulting executive with a successful track record of shaping and delivering vertical-specific risk and compliance advisory services in the Banking, Capital Markets, and Insurance sectors for Tier 1 & 2 organizations. The candidate should be proficient in the fundamentals of advisory, client relationship management, consultative selling, solution offering formulation, and leading delivery. The ideal candidate should bring deep industry expertise and be knowledgeable with prudential standards, risk excellence, compliance remediation, risk optimization, and deep technical capability in a specific risk area, such as operational, credit, market, or capital. The candidate should have comfort and points-of-view regarding the challenges facing C-level executives within the sector. The candidate should furthermore understand the fundamentals of business development & go-to-market strategy, client relationship management, leading delivery, and driving creative experience-led solutions for our clients. These industry-leading outcomes, using experience-based and design-led thinking, are created by stitching together our services into compelling stories that answer our client’s most critical transformation needs. Responsibilities • Relevant experience in consulting, sales, or internal advisory roles in risk or assurance roles, • Knowledge in regulatory frameworks, prudential requirements, and regulatory change, • Previous experience in one or more functional Banking and Capital Markets domain areas. (Areas include Consumer Banking, Wealth Management, Commercial Banking, and Investment Banking) and/or Insurance (General and Life), • Experience in providing advisory solutions (communicating broad strategic initiatives) and building relationships at the C Suite / C Suite -1 level, • Hands-on experience in leading and personally scoping, structuring, selling and delivering large scale enterprise and/or divisional risk transformation programs, • Excellent client relationship building and stakeholder management, • Displays the key tenets of Genpact’s culture…i.e. Curiosity, Incisiveness and Courageousness on a bedrock of Integrity. Demonstrates the intellectual agility and curiosity needed to bring incisive perspectives and innovative approaches to a discussion. Decisiveness and comfort taking risks when working with ambiguity, • Experience of executing risk assessments, reviews, risk transformation, audit engagements with Tier 1 /2 organizations., • Identify opportunities for new business opportunities with clients, support in proposal development, identify and develop new solution offerings, • Contribute and grow practice top line through identification/ mining and conversion of new and existing engagement. Qualifications Minimum qualifications • CPA / CA / MBA and Masters, • Robust Operational and Financial Reporting Risk experience Preferred qualifications • Excellent Interpersonal skills and Communication Skills, • Ability to work in diverse environment and deal with ambiguity., • Clear Thinker and Team Player Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let’s build tomorrow together. The approximate annual base compensation range for this position is [$125,000 to $140,000]. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity. “Los Angeles, California and Philadelphia, Pennsylvania-based candidates are not eligible for this role." New York area candidates are eligible for this role only. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

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