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Job Description Job Description • Structure and execute tax equity and debt financing transactions to support the company’s renewable energy and solar project investments., • Lead negotiations for key financing documents, including tax equity partnership agreements, credit agreements, securitization documents, and HoldCo financing agreements., • Manage transaction due diligence and coordinate with legal counsel, technical consultants, rating agencies, lenders, tax equity investors, and other external partners through financial close., • Work closely with tax equity investors, lenders, and financing partners throughout deal marketing, closing, and ongoing facility management., • Build, maintain, and enhance financial models used to evaluate renewable energy investments, project cash flows, returns, debt structures, and tax benefits., • Partner with internal development, construction, legal, accounting, and operations teams to support successful project execution and financing., • Monitor the financial performance of operating solar and renewable energy assets, working with the operations team to identify performance trends and potential financial impacts., • Support ongoing portfolio management, including financial reporting, covenant monitoring, lender requirements, and financing-related analysis. Qualifications • 2+ years of experience in renewable energy finance, solar project finance, tax equity, structured finance, investment banking, or infrastructure finance., • Prior solar or renewable energy transaction experience is required., • Strong understanding of tax equity, project finance, debt financing, renewable energy tax incentives, and project-level financial structures., • Experience building and maintaining financial models for renewable energy or infrastructure transactions., • Strong analytical, financial, negotiation, and project management skills., • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field preferred.

Corporate Finance (FP&A & Portfolio Management) Associate | High-Growth Investment Platform | NYC | $150-250K+ Total Compensation One of the most exciting and fastest-growing investment platforms in the market is seeking an FP&A & Portfolio Management Associate to join a highly visible team supporting senior leadership on strategic finance, portfolio management, capital allocation, financing activities, and corporate development initiatives. The firm has built an impressive portfolio of businesses across Asset Management, Insurance, Infrastructure, Technology, Luxury & Lifestyle, Mobility, and Entertainment, and continues to experience significant growth through both acquisitions and organic expansion. This is a unique opportunity to gain exposure well beyond traditional FP&A, partnering directly with investment professionals, executive leadership, operating companies, accounting, legal, and investor relations teams on some of the firm's most strategic initiatives. Key Responsibilities: • Develop financial models and analyses used to support capital allocation and strategic decision-making, • Support fair value reporting and performance analysis across portfolio investments, • Prepare executive-level presentations and materials for senior leadership, • Analyze capital structure, leverage, financing arrangements, and covenant compliance, • Assist with capital raise initiatives and investor due diligence requests, • Support investment financing, refinancing, and restructuring transactions, • Participate in corporate development and M&A-related initiatives, • Drive process improvements, automation, and reporting enhancements across the platform, • Partner closely with Deal Teams, Subsidiary Companies, Accounting, Investor Relations, Treasury, and Legal Why This Opportunity Stands Out: • High visibility role supporting senior leadership and key decision makers, • Exposure to portfolio management, strategic finance, corporate development, and capital markets activities, • Opportunity to work across a diverse portfolio of businesses and industries, • Fast-paced, entrepreneurial environment with significant career growth potential, • Broad exposure to acquisitions, financing transactions, capital raises, and investment performance analysis Ideal Background: • 2-6 years of experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Valuation, Strategic Finance, Portfolio Analytics, or related fields, • Strong financial modeling, forecasting, and analytical capabilities, • Advanced Excel and PowerPoint skills, • Ability to synthesize complex financial information into actionable insights for senior leadership, • Proven ability to manage multiple projects in a dynamic environment, • Highly motivated, intellectually curious, and solutions-oriented If you're looking for a role that combines FP&A, portfolio management, corporate development, and strategic finance within a rapidly growing investment platform, I'd welcome a confidential conversation.

Summary Own the end-to-end settlement, payment processing, exception management, and reconciliation of Foreign Exchange transactions, with a primary focus on Spot FX, FX Forwards, FX Swaps, NDFs, NDS, and related cash movements. In this role, you’ll sit at the center of the Derivative Operations team, ensuring trades, settlement instructions, payments, confirmations, and cash breaks are processed accurately, on time, and in line with internal controls, market deadlines, regulatory expectations, and counterparty requirements. What you’ll do • Validate, process, and settle Foreign Exchange transactions, including Spot FX, FX Forwards, FX Swaps, NDFs, NDS, and related FX cash flows., • Manage daily settlement activities, including payment release, receipt monitoring, netting, CLS-eligible settlement, non-CLS payments, maturities, and value date processing., • Monitor trade bookings, confirmations, settlement queues, payment queues, and exception reports; investigate discrepancies and drive timely break resolution through to closure., • Reconcile FX activity and related cash movements across internal systems, correspondent banks, custodians, brokers, clearing utilities, and counterparties to ensure books and records remain accurate., • Partner closely with Front Office, Middle Office, Treasury, Finance, Technology, Compliance, and external counterparties to resolve failed settlements, reduce recurring breaks, and support smooth trade lifecycle management., • Maintain accurate transaction records and support audit, regulatory, controls testing, and management reporting requirements related to FX settlements and payment processing., • Monitor CLS and non-CLS settlement activity, investigate unmatched trades or payment issues, and coordinate timely resolution before market and currency cut-off deadlines., • Produce daily and weekly reporting for management and stakeholders, including clear commentary on failed settlements, aged breaks, high-risk exposures, and delayed payments., • Investigate settlement fails, including fail-to-receive and fail-to-pay items, payment rejections, cash breaks, and claims, and provide Front Office partners with comprehensive analysis to support decision-making., • Escalate disputed claims, high-risk exposures, unresolved settlement issues, and potential payment delays to the Front Office and Operations management for further review and appropriate next steps., • Identify opportunities to improve FX settlement workflows, strengthen operational controls, reduce manual intervention, enhance straight-through processing, and support scalability across systems and processes. Qualifications and Skills • Experience in Foreign Exchange operations, settlements, trade support, treasury operations, or middle office functions, preferably within an investment bank, broker-dealer, asset manager, or financial institution., • Strong understanding of the FX trade lifecycle, including trade capture, confirmations, settlements, payment processing, netting, value dates, maturities, amendments, and cancellations., • Familiarity with industry utilities, messaging, and platforms such as SWIFT, CLS, Bloomberg, FXall, 360T, Alert, Misys/Finastra, Murex, and correspondent banking systems., • Strong control mindset with the ability to identify settlement risk, escalate issues appropriately, and follow through on exception resolution., • Detail-oriented and deadline-driven, with the ability to manage high-volume settlement activity, currency cut-offs, and competing priorities in a fast-paced trading environment., • Analytical, proactive problem-solver with strong communication skills across Operations, Front Office, Middle Office, Treasury, Technology, and external counterparties., • Proficiency in Excel and comfort working across financial systems, reconciliation tools, payment platforms, and reporting applications., • Curiosity to expand your knowledge across multiple asset classes.

Digital Client Experience and Platforms Business Analyst – Associate Wealth Management Platforms Purchase, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. What you’ll do in the role: • Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements, • Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs, • Analyzing AI use cases to automate internal processes and deliver AI-powered client experiences, • Support prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/Confluence, • Using AI analytics for backlog prioritization/forecasting and automation of tasks, • Using generative AI to draft product scope, user stories, define functional behavior, and metrics for AI-driven initiatives, • Assist with backlog refinement and sprint planning ceremonies to communicate requirements, • Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed, • Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions, • Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases, • Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements, • Prepare presentations, user demos, and status updates, • Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features, • Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps, • Team up with program management/business transformation office to effectively organize and plan product releases, • Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption, • Assist with triaging defects, supporting incident/production issue remediation, partnering with tech on fixes. Skills Required: • Bachelor’s degree required. Degree in Computer Science, Engineering, Mathematics or related field is preferred. Master’s degree will be a plus., • 2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process, • Proven track record of delivering successful digital products on time and within scope., • Experience working in an Agile development environment., • Excellent communication skills, including the ability to present complex information in a clear and concise manner., • Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization., • Highly organized; detail oriented and can act as an advocate for the client and advisor, • Strong Microsoft Office Skills (Excel, PowerPoint, Word)., • Familiarity and experience with JIRA, JIVE, Sharepoint, HP ALM WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Product Owner Crypto - Assistant Vice President Purchase, New York Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Execute the unified digital platform roadmap for markets, with an emphasis on bridging research and key experience gaps across platforms., • Forge continued integration and feature delivery aligning with key research stakeholders in WM and ISG business and technology., • Lead all day-to-day operation and support activities withing product internally and with key vendor relationship including issue escalation, managing client feedback, backlog grooming and prioritization, troubleshooting, release management, as well as communication and status updates to keep all stakeholders informed and to set expectations for clients., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Field Experience and Platforms, Insurance & Annuities, VP Purchase, NY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. This role sits within Wealth Management’s Annuity and Insurance Platform team, which supports the technology, platforms, and processes used by Financial Advisors and clients across the annuity and insurance business. The team is responsible for leading strategic initiatives, platform enhancements, and application reengineering efforts designed to improve the Financial Advisor and client experience, strengthen controls, and increase operational efficiency. The Product Owner will support Agile squads and partner closely with stakeholders across Wealth Management, including Product, Sales, Operations, Technology, Legal, Compliance, Risk, and third-party partners, to manage strategic initiatives throughout the program development lifecycle. The Product Owner will work closely with business and technology partners to define business requirements, prioritize the product backlog, coordinate development and testing activities, manage risks and dependencies, and support the implementation of new capabilities from initial concept through production rollout. Key responsibilities include identifying opportunities to digitize and automate manual processes, enhance new business order entry, suitability, supervisory review, policy servicing, and post-issue workflows. The Product Owner will also assess existing processes and workflows to identify opportunities for simplification, standardization, and continuous improvement, while proactively identifying, tracking, and escalating risks, issues, and dependencies. Qualifications • Bachelor's Degree, • Ideal candidate will have 7+ years of relevant finance industry experience, • Knowledge of annuity and life insurance products, workflows and industry practices., • Familiarity with Agile Methodology in Product Owner or similar role, • Organized and attention to detail focused, • Problem solving skills with the ability to identify and escalate risks, • Ability to take direction and work independently, as well as in a team environment, • Firm understanding of the importance of accuracy in quality of work/downstream impacts, • Excellent written and verbal communication skills and ability to effectively interact with senior management, • Strong reasoning and problem-solving skills and ability to think and act like an owner, • Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with, • High level of organizational skills and attention to detail What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Overview We are looking for a Structured Finance / Investment Analyst to support debt financing and investment transactions across renewable energy projects. Key Responsibilities: • Support the analysis and structuring of debt transactions for renewable energy projects., • Build and maintain financial models covering project cash flows, debt sizing, returns, and sensitivities., • Analyze project financials, credit risk, financing structures, and investment returns., • Support due diligence and review project contracts, financial assumptions, and transaction documents., • Prepare investment memos, financial analysis, presentations, and transaction materials., • Work with lenders, investors, developers, legal, and technical teams throughout the transaction process., • Assist with transaction execution from initial analysis through financial close. Requirements: • 1+ year of experience in structured finance, project finance, investment banking, infrastructure finance, or a related field., • Solar or renewable energy industry experience is required., • Strong financial modeling and Excel skills., • Understanding of debt financing, project finance, credit analysis, and transaction structuring., • Strong analytical and attention-to-detail skills., • Bachelor's degree in Finance, Economics, Business, Engineering, or a related field.

Product Owner, Quotes & Research (QNR) - Assistant Vice President Wealth Management Platforms Location: Purchase, NY Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Define client experience and drive the continued growth and adoption of digital assets for research and trading, including cryptocurrencies., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Investment Banking Analyst - New York, NY We are seeking a driven Investment Banking Analyst to join our New York office. The ideal candidate will have 1–3 years of investment banking experience and a strong foundation in M&A execution and financial analysis. Responsibilities • Support execution of sell‑side and buy‑side M&A transactions and strategic advisory engagements, • Build and maintain detailed financial models and valuation analyses (e.g., DCF, comparable companies, precedent transactions), • Prepare client‑facing materials, including pitch decks, investment memoranda, and management presentations, • Conduct industry, company, and financial analysis to support transaction execution and business development, • Manage data rooms, diligence requests, and coordination with internal teams and external advisors, • Work closely with Associates and senior bankers in fast‑paced, lean deal teams Qualifications • 1–3 years of investment banking experience (M&A experience strongly preferred), • Strong financial modeling, valuation, and analytical skills, • High attention to detail with excellent written and verbal communication, • Ability to manage multiple workstreams and perform under tight deadlines, • Bachelor’s degree required Why Join • Early exposure to live transactions with meaningful responsibility, • Direct interaction with senior bankers and clients, • Entrepreneurial, performance‑oriented culture with strong mentoring, • Competitive compensation consistent with elite boutique firms

Company Description Notch Partners is the leading provider of elite, pre-investment advisory talent for private equity investors. We position our clients for superior investment returns by cultivating CEO-level executive advisors who work with our PE investor clients, both “on-demand” and as part of a long-term roster development. These executives work with our clients to improve proprietary access to deals, develop differentiated deal angles, and serve in leadership and board roles within clients' portfolio companies. With titles ranging from Operating Partner to Industry Advisor to River Guide, the common thread is that they help our clients to invest more successfully. Notch clients share in the belief that access to top executives in the pre-deal phase is a crucial ingredient in their success. Why Work with Us Located in midtown New York City, our growing team consists of over 25 collegial, collaborative, and team-oriented professionals. Our unique core values might make you a perfect fit for Notch if they resonate with you. Core Values Deliver Excellence · Commitment to win · Take pride in quality · Communicate efficiently · Attention to detail Foster Trust · Team mindset · Accountable & credible · Empathetic & curious · Inclusive Embrace Innovation · Solutions-oriented · Adaptable & flexible · Scalability-focused · Efficient Create Long-Term Value · Relationship-driven · Growth-minded · Strategic thinker · Sustainable & informed decision-making Role Description Notch is currently looking for an Associate/Senior Associate with experience in industrial products and services. As an Associate/Senior Associate, you will act as a connection point between our clients and industry-leading executives. You will report to and partner with the VPs and other members of the sector team on impactful projects with high visibility to Notch clients and will independently manage the day-to-day execution of client-facing projects. Associates/Senior Associates typically interact with clients, conduct industry and company research, identify target executive candidates, recruit and interact with executives, collaborate with executives to develop deal ideas, assess potential client investment opportunities, and perform other client- and executive-related responsibilities. Ideal candidate profile The ideal candidate will be a self-starter and quick learner who brings sufficient experience from a relevant field to contribute to Notch’s research, consulting, recruiting, and/or deal-related processes. Candidates must have exceptional academic performance and personal integrity. Candidates should be able to demonstrate a track record of solid analytical skills and creative problem-solving in a fast-paced and collaborative work environment. Candidates should be comfortable leveraging AI and other emerging tools to enhance research and efficiency, while recognizing that these tools are not a substitute for independent thinking, rigorous analysis, and a strong working knowledge of the industry. Candidates must also exhibit excellent communication skills (written, verbal, and presentation), as well as a proactive appetite for research, organization, and leadership. Candidates will need to bring a people-driven attitude, intellectual curiosity, and a results-oriented mindset. They should also demonstrate the judgment, ownership, and organizational skills necessary to manage multiple projects with increasing independence. Experience in the Industrial Products and Services sector is a plus. Notch is committed to enriching our unique culture; “fit” is a priority with every individual we hire. Qualifications • 2-3 years of relevant industry experience. Given the multi-functional nature of our services, a diverse set of experiences could be relevant for the role, including private equity, executive search, consulting, and expert networks., • Strong analytical and research skills, including experience gathering and synthesizing market, company, and industry data from diverse sources., • Excellent written and verbal communication skills, with the ability to produce clear executive summaries, presentations, and client-ready materials., • Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced, client-focused environment., • Comfort working with senior executives and investors, demonstrating professionalism, discretion, and strong interpersonal skills., • Bachelor’s degree in Business, Economics, Finance, or a related field; prior experience in consulting, private equity, investment banking, or market research is a plus., • Interest in private equity, executive leadership, and sector-focused investing across industrial products and services related sectors., • Ability to thrive in a hybrid work model, collaborating effectively both in-office and remotely while maintaining accountability and high-quality output. Compensation & Benefits • Title to match experience level, • Base Compensation $110,000-$145,000, • Competitive bonus structure, • Competitive PTO benefits, • Generous employee health insurance, • 401k program with company contribution, • Generous parental leave, • Hybrid work environment

Investor Relations Associate Technology ICR New York City Metropolitan Area (Hybrid) ICR, one of the fastest-growing strategic communications firms is looking for a highly motivated Investor Relations Associate to join their Technology team where the firm has obtained a meaningful market share position over the last several years. Current agency investor relations experience, capital markets experience in equity research, or investment banking is highly valued along with strong organizational ability and knowledge of the inner workings of the public markets as well as financial writing expertise. The Investor Relations Associate will focus on the execution of client IR programs and has meaningful opportunity for growth over time. Responsibilities • Help Develop strategic investor relations plans including conference participation, marketing efforts/trips, company events, etc., • Work with client leads to assist in preparing companies for quarterly earnings and other events by drafting call scripts, press releases and assisting with related logistics, • Cover industry/sector news and managing information flow to companies, • Create analytical presentations and reports based on SEC filings and sell-side research, • Author and revamp company investor presentations, • Manage company interaction with Wall Street at investor conferences and other events, • Support private companies through the IPO process and banker selection, • Maintain various Excel models and databases/maintaining/updating databases and earnings models, • Assist with the creation and preparation of client reports we prepare on a quarterly basis including peer group financial and operating results, comparable valuation, trading performance and changes to institutional shareholder base, • Assist the team in developing/maintaining/updating IR strategy/timeline for clients’ investor engagement including investor conferences, non-deal roadshows and other major events, • Develop and manage relationships with current analysts and institutional investors Qualifications • Minimum 1-3 years (including internships) of Equity Research, Capital Markets, Investor Relations or related experience required, • Experience in technology industry investor relations a major plus, • B.A./ B.S. required, • Excel and financial modeling proficiency, • Self-motivated, confident, detail-oriented, and analytical, • Strong organizational skills and tendencies to assist client lead with day-to-day, ad hoc client requests and deliverables, • Uncompromising with respect to the importance of delivering high-quality, error-free, client deliverables, • Strong financial writing skills, and ability to communicate effectively and express complex ideas succinctly, • Results-oriented, with an ability to manage multiple projects simultaneously and expeditiously

Equity Sales Specialist - Technology A global leading investment banking is hiring an Equity Sales Specialist with a focus on the APAC technology sector as part of the firms expansion in New York City. Following continued profitability in Asia, the bank is looking to replicate this success in the U.S. by growing their institutional client base and this equity sales role will have a direct impact on this expansion. Reporting to the Head of Equity Sales in New York City, you will act as the primary link between institutional investors and the banks global technology research platform. Key clients will include Portfolio . based hedge funds with a tech equity focus, particularly semiconductors and you will be responsible for building and strengthening these relationships. Responsibilities: • Build and strengthen relationships with technology focused PMs, analysts, and generalists across major institutional accounts, • Translate semiconductor, AI, and supply chain developments into commercially relevant investment implications for clients, • Produce research from earnings results and global tech developments into concise, actionable content, • Serve as the central liaison between Asia based research teams, local sales, and U.S. institutional clients, • Partner closely with equity research, trading, and global sales to maximize client engagement and execution opportunities. Requirements: • Bachelor's degree or above in Finance, Economics, or a similar discipline, • Relevant experience in institutional equity sales or specialist sales, • Deep expertise across the semiconductor equity sector, • Sound understanding of AI infrastructure, • Proven ability to turn complex technical industry developments into clear, investable insights for institutional investors. This is a high impact role suitable for an equity sales professional that has deep expertise across the tech, AI, and semiconductor landscape. You will need a solid understanding of AI infrastructure and supply chain, plus strong analytical skills that has proven to transform complex technical developments into clear insights for institutional investors.

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client., • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established., • Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office., • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.)., • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients., • Provide reports and other information to FA(s), as requested., • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior., • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager., • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology., • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products., • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently., • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving., • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette., • Minimum Required: High School Diploma or equivalent, • Minimum Required: 2 years clerical/related industry, • Minimum Required: None, • Proficient in Microsoft Excel, Word, PowerPoint, Outlook Salary: USD $49,000.00/Yr. - USD $65,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Qualified candidates should submit a resume and representative transaction list through the posting or respond directly to the Harrison Stone representative who contacted them. Harrison Stone & Associates has been retained by a global investment manager known for its research on disruptive innovatio

Lead Java Developer – Fixed Income – New York (Hybrid) About Phi Partners Phi Partners is a global Capital Markets IT consultancy providing technology and quant expertise to some of the world's largest tier-1 investment banks, hedge funds and asset managers. Founded in 2004 and headquartered in London, Phi has a presence across North America, EMEA and APAC. Our niche focus on Front Office Technology and Quantitative services has been a differentiator and gateway into the world's best financial institutions. Over the past few years, Phi has been expanding significantly, building a strong presence of highly skilled engineers and consultants who contribute to some of the most complex regulatory and data engineering technology programmes in global banking. Our teams work closely with clients across North America and Europe, delivering solutions across regulatory reporting, trade processing and data engineering. About the Client Our client is one of the largest banks in the world, with a major presence in capital markets, investment banking and corporate banking. They operate across North America, Europe and Asia, working with institutional investors, corporations and government entities. This role sits within the bank's Capital Markets Technology team in New York, supporting the Fixed Income business. The team works on a wide range of projects for Fixed Income and other business areas, many of them high profile and driven directly by the business. The Role We are looking for a Lead Java Developer to join the team onsite in New York. This is a senior, hands-on role. You will spend most of your time writing code, while also reviewing designs and code, working with the technical leads and architects on new solutions, and mentoring junior developers and analysts. Key responsibilities include: • Work on projects for Fixed Income and other business areas, based on what the business needs, • Carry out hands-on development as an individual contributor, including writing unit tests and taking part in testing throughout the SDLC (DEV, UAT), • Join daily stand-ups following Agile/Scrum, working closely with TPMs and other members of the development team, • Perform design and code reviews for ongoing projects, • Follow the bank's coding and design standards, and comply with security and other internal requirements, • Take part in change management processes, support production deployments and take responsibility for project delivery, • Keep an eye on code quality, application health and security vulnerabilities, and look at new tools and libraries that could improve how the team works, • Help maintain project documentation and operational runbooks, • Propose new technical solutions, carry out proof-of-concepts (POCs), and work with technical leads and architects on technology evaluations, • Improve application stability through monitoring, incident handling and platform upgrades, • Mentor and coach junior software developers and analysts Key Skills Necessary: • 8+ years of hands-on experience developing enterprise applications in Java, • 5+ years of experience with Spring and Spring Boot, • Strong knowledge and practical experience of functional programming, threading/concurrency, collections, exception handling and core Java concepts, • Experience designing and developing REST APIs and microservices, • Experience developing and integrating distributed systems, including performance, security and error handling considerations, • Ability to create high-level and low-level designs and workflow diagrams, and to take part in architecture and design reviews, • Good understanding of SQL, relational data models and query optimisation, • Good knowledge of networking and communication protocols such as HTTP/HTTPS, SSL/TLS and TCP/IP, • Experience with CI/CD pipelines, Git and build tools such as Maven, • Strong communication skills, and comfortable working directly with business users, • Ability to work with teams across different locations and time zones, • Interest in using AI coding tools such as GitHub Copilot, Microsoft Copilot or Claude in day-to-day development Nice to Have: • Experience with messaging platforms such as ActiveMQ (AMQ) or Kafka, • Knowledge of financial markets and Fixed Income products, • Angular development experience, • Experience with cloud technologies (Azure preferred) and container platforms (OpenShift or similar) Next Steps This is a great opportunity to work on important Fixed Income technology at one of the world's largest banks, alongside experienced technology and business teams. If you are interested, please apply here or share your CV.

Senior Strategic FP&A Professional – Credit & Insurance Coda Search is partnering with a leading global alternative asset manager to hire a senior finance professional for its Credit & Insurance Strategic Financial Planning and Analysis team. This role offers broad exposure to financial planning, fund modeling, and strategic initiatives across a diversified credit platform. The successful candidate will work closely with investment teams, investor relations, and senior leadership to deliver forecasts, analyze financial performance, and support new product development. Key Responsibilities • Maintain and enhance operating and fund models to support business forecasts, financial projections, and cash flow analysis across investment products., • Partner with investment teams on fund modeling, portfolio management reporting, and ad hoc requests., • Prepare monthly, quarterly, and annual financial results and presentation materials for senior leadership., • Support the assets under management reporting process., • Develop financial analyses to inform strategic decisions and business planning., • Collaborate with investor relations on new product development., • Support technology initiatives and improvements to financial reporting and analytical processes., • Execute special finance projects based on senior leadership priorities. Qualifications • 10+ years of relevant professional experience., • Bachelor’s degree required; Finance or Accounting preferred., • Investment banking or FP&A experience preferred., • Private credit experience preferred., • Exceptional financial modeling skills and strong analytical capabilities., • Strong attention to detail, organization, and time management., • Ability to manage multiple projects in a dynamic environment., • Excellent written and verbal communication skills, with the ability to present financial information clearly., • A proactive, collaborative approach, sound judgment, and strong professional integrity. This is an opportunity for an experienced finance professional to contribute to strategic decisions and financial planning across a leading credit and insurance investment platform.

About ODDITY: ODDITY is a consumer-tech company that builds and scales digital-first brands to disrupt offline-dominated categories. In less than five years since launch, we have built three of the fastest-growing online beauty and wellness brands in the US — IL MAKIAGE, SpoiledChild, and Methodiq. Our first brand, IL MAKIAGE, reached more than $300 million in revenue and 40 million users in only four years. ODDITY New Ventures built and launched our second brand, SpoiledChild, in early 2022, and it is already scaling even faster than IL MAKIAGE. Our third brand, Methodiq, is disrupting the prescription skincare market and is on track to be ODDITY’s biggest brand yet. As of 2023, ODDITY is a publicly traded company and was named a TIME100 Most Influential Company. Our continued success is driven by a winning mindset and the combination of unparalleled physical and technology products. We have made significant investments in data science, AI, computer vision, and biotechnology to identify consumer needs and develop differentiated solutions across beauty and wellness. About the Role: We're looking for a Product Development enthusiast to lead our Packaging team. You will own the full lifecycle of packaging development, from initial brief to final production, across various products and new categories. This is a rare chance to leave your fingerprints on new products that don’t exist yet. You'll lead a team of project managers, personally manage supplier relationships, build and drive timelines, and coordinate cross-functionally across product, supply chain, R&D, creative, and ops to get beautiful, functional packaging out the door: on time, on budget, and on brand. If you're someone who thrives in complexity and pressure, love to get your hands dirty, find creative solutions, moves fast, and loves the intersection of strategy and execution, this role was built for you. What You Will Do: • Ownership: Own packaging development from concept to launch — every stage, every detail., • Manage global supplier relationship: From briefs, prototypes, negotiations to iteration cycles, • Research & innovate: Develop packaging strategies informed by market research, trend analysis, and material innovation, • Collaborate: Align cross-functional teams to hit design, technical, and regulatory standards, • Top-notch Project Management: Track cost, quality, and specs; use data to drive decisions and flag risks early, • Obsessive Planning: Identify and resolve issues fast to protect timelines and launch readiness. Build and drive project plans and Gantt timelines across sampling, testing, artwork, and manufacturing, • Continuous Improvement: Continuously seek ways to innovate and improve the team’s processes. Who You Are: • Experience: At least 4 years of full time experience in management consulting, investment banking / VC / PE, or at least 3 years of experience in a complex project management role, presenting and working closely with leadership in a high-growth and fast paced environment., • At least 1 year in a managerial role leading a team., • Obsessively Organized: you bring structure to chaos and clarity to complexity, • Accountability: A "getting things done" mentality, A self-starter who takes ownership and moves things forward independently, • Analytical Mindset: Strong analytical skills with the ability to interpret data, identify trends, and make quick, data-driven decisions., • Excellent Communicator: Strong written and verbal communication skills, able to effectively present ideas and influence stakeholders at all levels., • Collaborative Leader: Proven ability to work collaboratively across departments and build strong relationships with internal and external partners. Other Details: Work from office (New York). $115,000 - $140,000 base salary.

Solutions Engineer — Banking and Capital Markets Enterprise AI is moving from pilots to production, and real-time, event-driven data is becoming a critical foundation. Agents are only as good as what they can sense, trust and act on in the moment. Our client is a global enterprise technology company helping organizations enable intelligent, real-time experiences, modernize their application and integration landscape, and connect complex legacy, cloud and digital environments. This specialist role is designed for an experienced banking or capital markets technologist who wants to move into a commercial, customer-facing position. You may currently be an enterprise architect, solution architect, senior engineer or technology lead. Previous presales experience is not required: the priority is technical depth, industry knowledge and the ability to engage senior stakeholders. You would apply your expertise across multiple financial institutions, staying close to architecture and practical technical evaluations while helping customers shape investment decisions and supporting the sales process. Banking and Capital Markets Focus We are looking for depth in either of the following areas: • Banking transformation and open banking: retail and commercial banking, API-led connectivity, digital customer journeys, payments, fraud, lending, servicing and core banking modernization., • Capital markets and investment banking: market data, electronic trading, front-, middle- and back-office integration, intraday risk, post-trade processing, collateral and treasury. Your experience should help you understand how these systems exchange information and the operational consequences of architectural decisions. About the Role Be a Trusted Advisor • Partner with Account Executives to qualify opportunities, shape account strategies and drive deals to closure., • Use your banking or capital markets experience to uncover customer challenges, assess architectural options and connect technical decisions with business outcomes., • Educate customers on the value of event-driven architecture and agentic AI, helping them develop their real-time data and AI strategy., • Guide customers on industry best practices, integration patterns and modernization strategies, including the convergence of event-driven architectures and multi-agent AI systems. Champion Building and Customer Relationships • Build and nurture relationships with architects, engineering teams and senior business stakeholders, turning users into advocates., • Conduct on-site visits, regular check-ins and discovery sessions to stay aligned with evolving customer needs., • Translate platform capabilities into outcomes customers care about, such as more timely payment and fraud information, real-time risk visibility and operational resilience. Technical Validation and Proof of Value • Lead demonstrations, proofs of concept (PoCs) and proofs of value (PoVs) that resonate with customer objectives., • Architect solutions that showcase the business impact of the event-driven and agentic AI platform within banking and capital markets environments., • Own and streamline the evaluation process, guiding prospects through workshops, hands-on trials and technical validations. Evangelize Event-Driven Architecture • Apply core EDA concepts and patterns, including publish/subscribe messaging, event sourcing, CQRS (Command Query Responsibility Segregation), event streaming, and choreography versus orchestration, to solve customer architectural challenges., • Articulate the business value of EDA to executive and technical audiences, connecting real-time event streaming to reduced time-to-insight, operational resilience, digital transformation and AI applications that use current data., • Help customers evolve beyond request/response and batch architectures, connecting established banking systems, APIs, cloud services and newer event-driven applications. Be the Broader Subject Matter Expert • Stay ahead of trends in event-driven architecture, agentic AI, cloud computing, messaging and microservices., • Engage both technical teams and executive leadership, bridging the gap between technology and business outcomes. Collaboration and Customer Advocacy • Provide customer-driven insights to influence product roadmap decisions., • Work with Sales, Customer Success, Professional Services, Product and Engineering to ensure customer success., • Support new AI product adoption by feeding real-world use cases and objections back to product and go-to-market teams. Travel and On-Site Engagement • Expect up to 35% travel, primarily across North America, for customer workshops, sales engagements and industry events. About You Technical and Business Acumen • You understand how real-time event streaming and agentic AI can improve efficiency and responsiveness in financial services., • You can connect technical solutions to business challenges, from modernizing middleware and core platforms to enabling real-time banking or trading workflows. Customer-Centric Mindset • You build strong, lasting relationships and can earn the confidence of technical and business stakeholders., • You're a proactive problem solver who takes ownership and drives initiatives forward. Smart, Driven and Adaptable • You thrive in fast-paced environments and actively seek feedback to improve., • You're a clear communicator who tailors your message to technical and business audiences., • You want to develop your commercial skills, contribute to customer decisions and learn how technical evaluations translate into successful sales. Technical Expertise • Experience with event-driven architecture, distributed systems, messaging or event streaming platforms such as Kafka, IBM MQ, RabbitMQ, NATS or MQTT brokers., • Hands-on experience with APIs, microservices and application integration patterns, including connections between legacy systems and modern platforms., • Familiarity with cloud environments such as AWS, Azure or GCP, and Kubernetes., • Experience explaining architecture, evaluating technology and presenting recommendations to technical and business stakeholders., • Exposure to agentic AI frameworks, LLM orchestration or multi-agent systems such as LangChain, Google ADK, CrewAI or AutoGen is valuable. Knowledge of A2A and MCP communication patterns is a strong plus. What You Will Bring to the Role Required • 5+ years in enterprise architecture, solution architecture, software engineering or a comparable technical role within banking or capital markets., • Specialist understanding of banking/open banking or capital markets use cases and technology stacks, including the demands of operating critical systems in a regulated environment., • Strong ability to assess technical solutions and communicate their business impact., • Excellent presentation, communication and relationship-building skills, with experience engaging senior stakeholders., • A clear motivation to move from a technical role into commercial, customer-facing sales engineering. Previous presales or software sales experience is not required., • Willingness to travel to customers and events, up to 35%. Preferred • Experience with event-driven architectures, streaming or messaging middleware., • Exposure to agentic AI, LLM application development or multi-agent orchestration platforms., • Programming knowledge in Java, Python, Go or JavaScript., • Familiarity with enterprise IT environments, including security, networking and compliance considerations. What Success Looks Like In 3 Months • Deliver technical demonstrations and PoVs for key financial-services prospects., • Build strong relationships with Account Executives, Solutions Engineering peers and cross-functional teams., • Develop fluency in the platform's event-driven architecture and AI orchestration capabilities, its differentiation and its relevance to banking and capital markets. In 6 Months • Lead multiple successful PoVs and establish yourself as a trusted advisor to customers., • Influence internal best practices and refine technical sales approaches around agentic AI and event-driven architectures. In 12 Months • Play a key role in closing multimillion-dollar deals, helping expand the financial-services customer base., • Drive strategic adoption of event-driven architecture and AI orchestration within banking and capital markets customers.

Madison Hunt is partnering with a New York-based investment bank providing strategic advisory and capital markets services, with a particular focus on the energy transition and sustainability sectors. The firm advises clients across M&A, private capital raising, and other strategic transactions. They are currently seeking an Associate to join its New York team. The Associate will focus primarily on M&A and capital raising across power, renewables, and energy transition, with significant exposure to asset-level transactions as well as corporate advisory. Current and recent mandates include renewable asset sell-sides, capital raises for renewable and power developers, structured equity transactions, and opportunities involving conventional power assets.

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. Investment Banking Analyst – Healthcare (Life Sciences / Biopharma). Cantor is a preeminent in

Position Title: Controller – Commercial Real Estate Status: Direct Hire Location: On- site, Manhattan, Mid-Town, New York, Zip 10016 Hours: Mon – Fri, 9 am – 5 pm Pay: $150K-200K, +bonus Job Summary A well-established, family-owned commercial real estate company based in Midtown Manhattan is seeking an experienced Controller to join our team. We own and manage approximately 1,000,000 rentable square feet of commercial real estate in Midtown South, including office, retail, and commercial/manufacturing properties. We seek an organized, responsible, and motivated professional with experience in commercial real estate accounting and property management. This key role combines accounting, finance, tax, treasury, and real estate responsibilities. The Controller will report on managing the company’s daily accounting and financial operations, including financial reporting, tax matters, treasury and cash management, mortgage and lender reporting, tenant billing and receivables, accounts payable, and property management systems. This role extends beyond traditional accounting. The Controller will collaborate with ownership, property management, tenants, lenders, accountants, attorneys, and other professionals, and will be actively involved in daily company and property operations. We value collaboration, dependability, and a personable approach. We seek individuals who take ownership of their responsibilities and can work independently and as part of a team. Strong interpersonal skills are essential. The ideal candidate is professional, friendly, and comfortable communicating with tenants and external professionals to support our long-term landlord-tenant relationships. This is an excellent opportunity for an experienced real estate accounting professional seeking a meaningful role with a stable, long-term property owner, rather than a narrowly defined accounting position. Key Responsibilities The Controller will have broad responsibility for the company's financial and accounting functions and its real estate portfolio. Responsibilities will include, but are not limited to: • Financial Accounting & Reporting: Maintain and oversee financial records, general ledgers, trial balances, financial statements, adjusting and eliminating entries, intercompany transactions, and other periodic financial reporting., • Tax Compliance & Coordination: Coordinate with the company’s outside accounting firm, Anchin, on quarterly tax estimates, tax payments, and preparing and filing federal, state, and local tax returns. Prepare and oversee required real estate filings, including RPIE reports., • Treasury & Cash Management: Oversee banking relationships, account setup and administration, cash balances, transfers, reconciliations, and related accounting entries., • Lender & Mortgage Reporting: Manage lender and loan-servicer requirements, including quarterly and annual reporting, financial statements, trial balances, rent rolls, DSCR calculations, insurance compliance, economic surveys, and other required submissions. Communicate directly with lenders and servicers as necessary., • Tenant Billing & Lease Administration: Oversee tenant billing and accounting records, including base rent and other lease charges, operating expense escalations, real estate tax escalations, termination payments, and other amounts due under tenant leases., • Accounts Receivable & Accounts Payable: Supervise and support AP and AR staff, monitor tenant receivables and collections, and oversee vendor payments and related accounting controls., • Tenant Financial Review: Review and analyze tenant financial statements and other financial information as required., • Property Management & Accounting Systems: Oversee the company’s CPM property management/accounting system and related financial applications, ensuring accurate information, reporting, and effective utilization., • Payroll & Intercompany Accounting: Perform payroll reconciliations and oversee intercompany, adjusting, and eliminating entries., • Regulatory & Government Reporting: Prepare required Census Bureau and other governmental or regulatory filings, including quarterly census reporting., • Investments & Retirement Accounts: Assist ownership with investment accounts and strategies, cash management, and administration and review of the company’s 401(k) plan., • Cost Segregation: Coordinate with third-party consultants on cost segregation studies and related accounting matters., • Corporate Records & Compliance: Maintain annual corporate records and required entity filings in coordination with VCorp and other outside professionals., • Insurance: Participate in the review and administration of the company’s property, business, and employee health insurance programs, including coverage and cost analysis., • Tenant & Professional Relationships: Communicate professionally with tenants by email, phone, and in meetings, and work closely with lenders, accountants, attorneys, insurance professionals, vendors, and other outside parties., • Ownership & Family Accounting: Assist with accounting, financial reporting, and personal financial statements for ownership and family members, as requested. Required Qualifications • Strong management and communication skills., • Responsible, well-spoken, trustworthy., • Create and maintain files, spreadsheets, and lists., • Highly proficient in Microsoft Office Suite, (Word & Excel), • Ability to be a team player and be proactive with ideas and recommendations., • Highly organized., • Ability to maintain composure within a fast-paced, ever-changing environment., • Handle confidential information with utmost professionalism and discretion., • Exceptional interpersonal and phone skills., • Proactive, flexible, calm, and confident., • Ability to work on multiple projects simultaneously., • Strong problem-solving skills., • Punctual, detail-oriented, efficient, and reliable., • Strong analytical, organizational, and project management skills., • Polished, confident, and upbeat personality. Benefits: We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Job Title: Executive Assistant, Office of a C-Suite Executive Location: New York, NY Firm Overview: Cantor Fitzgerald L.P., with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. 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. For over 79 years, 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. Responsibilities: We are seeking an experienced Executive Assistant to provide comprehensive support to a senior C-Suite Executive. This highly visible role requires exceptional organizational skills, sound judgment, discretion, and the ability to manage competing priorities in a fast-paced environment. The successful candidate will serve as a trusted partner to the executive, helping drive efficiency, coordination, and execution across a broad range of business activities. Executive Support • Manage complex and frequently changing calendars, ensuring priorities are appropriately balanced and coordinated., • Coordinate domestic and international travel arrangements, including itineraries, accommodations, transportation, and expense reporting., • Prepare meeting materials, agendas, presentations, briefing documents, and follow-up items., • Screen and prioritize incoming communications and correspondence. Meeting & Event Coordination • Organize and coordinate internal and external meetings, executive offsites, board-related meetings, and special events., • Schedule and manage conference calls, video conferences, and multi-party meetings across global time zones., • Take ownership of meeting logistics and ensure all participants are properly briefed and prepared. Strategic & Administrative Support • Track key initiatives, action items, and deliverables on behalf of the executive., • Assist with preparing reports, presentations, and executive communications., • Act as a liaison between the executive and internal stakeholders across business divisions and corporate functions., • Support special projects and strategic initiatives as needed. Relationship Management • Build strong working relationships with senior leaders, clients, business partners, and external stakeholders., • Exercise discretion and professionalism when handling confidential and sensitive information., • Serve as a trusted point of contact for matters requiring executive attention. Operational Excellence • Continuously identify opportunities to improve processes, efficiency, and administrative workflows., • Maintain organized records, files, and documentation., • Manage expenses, invoices, approvals, and other administrative functions. Qualifications: • 7+ years of Executive Assistant experience supporting senior executives, preferably within financial services, investment banking, or a similarly fast-paced environment., • Demonstrated ability to manage complex calendars and executive priorities., • Exceptional organizational skills and attention to detail., • Strong verbal and written communication skills., • Ability to exercise discretion and maintain confidentiality at all times., • Proficiency with Microsoft Office Suite, including Outlook, PowerPoint, Excel, Word, and Teams., • Proven ability to work independently while managing multiple priorities under tight deadlines. Preferred: • Experience supporting C-Suite or senior executive leadership., • Background within financial services, banking, investment management, or professional services., • Experience coordinating international travel and global stakeholder meetings., • Bachelor's degree preferred. Competencies: • Executive presence and professionalism, • Strong judgment and discretion, • Proactive problem-solving, • Exceptional organization and prioritization skills, • Ability to anticipate needs and act independently, • Strong interpersonal and relationship management skills, • Adaptability in a fast-paced environment, • High attention to detail and execution Educational Qualifications: • Bachelor's Degree preferred. Salary: The expected base salary for this position ranges from $150,000 to $175,000 annually. The actual base salary will be determined on an individualized basis taking into account 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, this position may be eligible for discretionary bonuses and other short- and long-term incentive compensation.

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.

Overview: Our client, a regional bank, is looking for a Private Banking Advisor in their Fairfield County, CT office. The ideal candidate will have a background in private banking, trust services, or client advisory, and will be skilled in both business development as well as managing existing HNW/UHNW client relationships. Key Responsibilities: • Manage and grow a portfolio of high-net-worth clients., • Provide comprehensive wealth management solutions, including investment advisory, trust and estate planning, credit, and banking services., • Develop new client relationships through referrals, networking, and business development activities., • Collaborate with internal partners (trust officers, private bankers, portfolio managers, etc.) to deliver a coordinated client experience., • Ensure compliance with all internal policies and regulatory requirements. Qualifications: • Minimum 5 years of experience in wealth advisory, private banking, or trust services., • Proven track record of managing high-net-worth relationships., • Strong network of business preferred., • Strong knowledge of investment, estate, and financial planning concepts., • Bachelor’s degree in finance, economics, business, or related field.

About the Role Our client, a leading investment bank, is seeking an Associate or Vice President to join its Renewable Energy Project Finance team in New York. The team provides financing and advisory solutions to leading renewable energy developers, sponsors, infrastructure investors, and strategic companies across the U.S. market. The group is active across a broad range of transactions involving solar, wind, battery storage, and other energy transition assets. This is an opportunity to join an established platform with strong transaction activity and take a meaningful role in the execution of complex renewable energy financings. Responsibilities • Execute renewable energy project finance transactions from initial structuring through financial close., • Build and review detailed project finance models, including operating assumptions, debt sizing, debt service, cash flow waterfalls, returns, and sensitivities., • Analyze project economics, capital structures, financing alternatives, and credit considerations., • Prepare transaction materials, including pitch books, financing proposals, lender presentations, information memoranda, and internal approval materials., • Conduct financial, commercial, and market analysis related to renewable energy projects., • Evaluate key project risks, including construction, operating, resource, merchant, offtake, interconnection, curtailment, and counterparty risks., • Coordinate with sponsors, lenders, tax investors, legal counsel, technical advisors, and other transaction parties., • Support senior bankers in client coverage, business development, and new transaction opportunities., • Manage transaction workstreams and timelines across multiple stakeholders., • Provide guidance and mentorship to junior team members. Qualifications Associate • 3–5+ years of relevant experience in project finance, renewable energy, infrastructure finance, energy investment banking, or a related field., • Strong financial modeling and analytical skills., • Solid understanding of project finance structures, debt sizing, cash flows, and credit metrics., • Strong written and verbal communication skills., • Ability to manage multiple priorities in a transaction-oriented environment. Vice President • 5–8+ years of relevant experience in renewable energy project finance, infrastructure finance, energy investment banking, or a related field., • Demonstrated experience executing project finance transactions through financial close., • Strong financial modeling, structuring, and transaction management skills., • Ability to manage client and advisor relationships and lead transaction workstreams., • Strong commercial judgment and communication skills., • Experience mentoring and managing junior professionals.

GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 20 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia. POSITION: The REGAL Group is actively looking for an experienced Associate for our New York, NY or Charlotte, NC office. PRIMARY RESPONSIBILITIES: In this role within the REGAL Group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients. These responsibilities will include the following: • Preparing and participating in the delivery of client presentations, • Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models, • Analyzing business plans and participating in due diligence sessions, • Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements, • Leading drafting sessions, • Preparing and managing the delivery of internal deal memo These responsibilities afford direct and active interaction with the senior executive management teams of our clients. In this role within the REGAL Group, one is expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A, High Yield, Investment Grade and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs. REQUIRED BACKGROUND: • Either (i) a Master’s in business administration and 1-3+ years of investment banking experience as an Associate; or (ii) an undergraduate degree and 3+ years of Real Estate investment banking experience, most recently as an Associate, • Past experience working in a Real Estate Group or with Real Estate sector clients, • Strong technical, written and verbal communication skills, • Familiarity with investment banking modeling concepts, • Ability to manage a variety of transactions and projects simultaneously, • Ability to coordinate and direct workflow of analysts on multiple projects simultaneously, • Resourceful self-starter, able to work autonomously and as team player, • Currently live in New York City or Charlotte or willing to relocate to either Salary Range: $150,000-$225,000

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

Investment Banking Marketing – Roadshow Specialist. Job title: Investment Banking Marketing – Roadshow Specialist. Event Marketing (EM) supports the Investment Bank in the planning and execution of conferences, events and roadshows in collaboration with several key partners including Marketing S

We are looking for a HR Project Manager specializing in Change Management to join our HR team.This position will centralize and coordinate essential HR projects and audits to ensure consistency and sustainability across various HR functions.Additionally, the successful candidate will collaborate wit

About the Role We are seeking an FP&A Manager to help strengthen and expand the company’s financial planning and analysis capabilities during an important phase of growth. Reporting to the VP of Finance, this role will help build scalable planning processes, financial models, reporting practices, and analytical tools that support business decisions and resource allocation. The ideal candidate is highly analytical, organized, and comfortable operating in a growing environment where processes are continuing to evolve. This individual will work closely with leaders across the organization to manage budgets, improve forecasting, evaluate business performance, and provide insights that support sustainable growth. Key Responsibilities • Manage the company’s financial model, forecasting process, and long-term financial planning., • Lead monthly and quarterly budget-to-actuals reporting, partnering with department leaders to monitor spending and identify variances., • Analyze key business and financial metrics, including customer acquisition costs, lifetime value, payback periods, recovery performance, and margins., • Translate financial and operational data into actionable recommendations for business leaders., • Support pricing analysis, resource allocation decisions, and financial modeling for new products, partnerships, and business opportunities., • Partner with cross-functional teams throughout the budgeting and forecasting cycle to improve financial visibility and accountability., • Prepare financial analysis and presentation materials for senior leadership, board meetings, and investor communications., • Help enhance FP&A processes, reporting infrastructure, and financial systems as the organization continues to scale. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA or CFA is a plus., • 5+ years of experience in FP&A, strategic finance, investment banking, or a related analytical role., • Experience managing operating expense forecasts, budgets, variance analysis, and financial performance reporting., • Strong financial modeling and advanced Excel skills., • Experience with NetSuite and/or modern FP&A and financial planning platforms preferred., • Strong analytical, problem-solving, and business judgment skills., • Excellent written, verbal, and interpersonal communication abilities., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment., • Interest or experience in fintech, technology, financial services, or adjacent industries is a plus. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Knowledge of corporate finance valuation and financial accounting concepts. Candidate will be a member of the Leveraged Finance team within Investment Banking (LBO). The Leveraged Finance group is responsible for direct execution and structuring of (i) syndicated loan transactions to support leverag

We are partnered with a leading global financial institution who are looking to hire a Vice President within its Internal Audit team, focused on Global Investment Banking. Current or previous Internal Audit experience within a global bank, investment bank or CIB environment. This position is specifi

Job description Our client is a $16bn long/short equity hedge fund with a track record spanning over 20 years Responsibilities The position will focus on performing research and analysis on potential Long/Short equity investing opportunities, monitoring existing positions, and assisting in the overall management of the hedge fund's strategy. The candidate must be able to work independently and as part of a team that includes financial statement analysis, industry research, and company-specific due diligence. Responsibilities of the role include assisting in the development and implementation of equity investing strategies, preparing and presenting investment recommendations to the investment team and providing timely updated on changes in the investment thesis. Qualifications · 1-4 years of total work experience in a complex finance role, preferably within investment banking, equity research or private equity · Excellent academic credentials, Bachelor’s degree or above, preferably within a finance, economics or mathematics discipline · Experience in conducting research and due diligence, and producing “client ready” investment materials · Strong quantitative aptitude with a high attention to detail

About the Company A private family office with interests across the United States and Mexico. About the Role New York, NY (Hybrid) | Full-time | $250,000 to $325,000 base + discretionary bonus A private family office with interests across the United States and Mexico is seeking a senior Chief of Staff. You will be the Principal' s operational right hand, keeping priorities on track and bringing a network of outside advisors (private bankers, accountants, tax and estate counsel, insurance brokers and property representatives) into one coordinated effort. This is a role for a discreet, highly organized, low-ego professional who values thoughtful stewardship of resources. It is a senior position with significant responsibility in a lean office, so we are looking for someone who is genuinely hands-on and believes no job is too small. It offers a defined path to Chief Operating Officer as the role grows. Responsibilities • Advisor coordination: Act as the central point of coordination across the office' s outside legal, tax, accounting, banking, insurance and real estate partners. Turn the Principal's priorities into clear next steps, owners and deadlines., • Meetings and follow-through: Lead cross-advisor meetings, set agendas, capture decisions and make sure action items are completed., • Reporting: Maintain a live tracker of priorities, milestones and entity deadlines, and send a weekly status report to the Principal and the Investment Lead., • Private banking: Serve as the first point of contact for the office' s private bank on documents, signatures, fees and administrative requests., • Cash flow and liquidity: Oversee cash flow across entities and properties with the private bank and accounting teams, so that liquidity is in place for upcoming obligations., • Investment administration: Track commitments, capital calls, distributions and documentation for investment entities, and act as a thinking partner on new opportunities. Investment decisions remain with the Investment Lead., • Tax, estate and philanthropy: Coordinate with advisors on tax filings and the timely receipt of K-1s, keep estate and succession planning documents organized and current with estate counsel, and oversee the administration of charitable giving., • Budgeting: Supervise budgets across entities and properties with the existing accounting teams, and flag variances early., • Real estate projects: Work with the owner' s representative, architects and contractors on major projects, keeping milestones and budgets on track and the Principal informed., • Property and insurance oversight: Oversee managers and vendors for secondary properties, and oversee insurance across entities, assets and properties with brokers, including renewals and premium costs., • Special projects: Lead the setup of an employee retirement plan as a first priority, coordinate with legal and immigration counsel on cross-border matters, and research new initiatives., • How you'll start: Spend the first six months learning how the office works and building relationships before recommending changes. You recommend and the Principal decides, with authority growing as trust is built. Qualifications • Experience: 8 to 12+ years as a Chief of Staff, senior operations leader, family office professional or private banking professional, ideally supporting a principal, CEO or family office., • English and Spanish: Professional fluency in both, written and spoken. This is required for daily work with colleagues, counsel and advisors in Mexico., • Work authorization: Legally authorized to work in the United States., • Location: Based in the New York City area, or able to commute to the New York office for the hybrid schedule. Required Skills • Financial and entity literacy: Working knowledge of entity structures (LLCs, LPs, trusts), investment reporting, cash flow, private banking, budgeting and insurance, plus familiarity with tax, K-1, estate planning and charitable giving processes., • No job too small: A hands-on, roll-up-your-sleeves attitude. When something needs to get done, you jump in and solve it., • Resourcefulness: You find practical ways to get things done without waiting to be told how., • Organization and accountability: A track record of keeping many projects moving at once and holding outside teams to deadlines., • Communication: Clear, polished writing, and the confidence to push back respectfully and say no when needed., • Judgment and discretion: Absolute confidentiality with sensitive financial, legal and personal information., • Value-conscious mindset: A careful approach to spending, with practical, cost-effective solutions., • Low ego: A pragmatic, adaptable professional who is comfortable behind the scenes and respects how the office already works., • Experience in a lean office environment with significant responsibility. Pay range and compensation package • Compensation: $250,000 to $325,000 base salary depending on experience, plus a discretionary annual bonus., • Benefits: Health benefits and a retirement plan., • Details:, • Location: Hybrid, typically about 3 days per week in the New York office., • Travel: Travel to Mexico about one week per quarter during the first two quarters as part of onboarding, then minimal. Equal Opportunity Statement The employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, citizenship status, age, disability, marital or familial status, caregiver status, or veteran.

Previous experience working within a quantitative analyst position, ideally within an Investment Banking or Financial services company.

The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking Associates to support the execution of a broad range of advisory and capital raising transactions across life sciences and biopharma. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around th

Experience working at an investment bank as an auditor. Insight Global is searching for an Internal Auditor for the Asset Wealth Management team of one of their large investment banking customers. This auditor will join the team to help execute multiple audits they have for the remainder of the year

Vice President, Power, Utilities & Infrastructure Investment Banking. The team is looking to hire a Vice President who can take a leading role in the execution of complex M&A and strategic advisory assignments across the sector. Vice Presidents have historically received a $275k base salary, with VP

Financial Crimes Compliance (FCC) Trade Finance Advisor.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

About Alantra Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn. About the role Alantra is seeking to hire an Investment Banking Associate to join its Healthcare M&A advisory practice in New York City. The ideal candidate will bring 3–5 years of relevant investment banking or transaction advisory experience, with strong execution skills and the ability to take ownership of critical workstreams while supporting client relationships. Associates at Alantra play a central role in managing deal processes and mentoring junior team members. They work directly with Vice Presidents, Managing Directors, and Partners, contributing meaningfully to transaction execution and business development initiatives. This role offers the opportunity to work on high-profile, cross-border deals within a dynamic, entrepreneurial environment. Key Responsibilities • Manage day-to-day transaction execution across buy-side, sell-side, and capital raising assignments., • Lead preparation of financial models, valuations, pitch materials, and client presentations., • Coordinate due diligence processes and act as a primary point of contact for clients and counterparties., • Provide guidance, training, and oversight to Analysts and Interns, ensuring quality deliverables., • Support business development efforts, including preparation of pitches and participation in client meetings., • Collaborate with colleagues across Alantra’s global offices to deliver seamless cross-border advisory. Why Alantra • Alantra offers a unique platform for Associates to gain significant exposure to both domestic and international clients, with opportunities to contribute to complex, cross-border transactions., • Team-oriented, collaborative culture., • Career development opportunities within a meritocratic environment., • Global deal exposure and networking opportunities across Alantra’s international footprint., • Competitive total compensation, • Comprehensive healthcare and benefits package (medical, dental, vision, HSA/FSA options)., • 401k with company match, commuter benefits, and mobile reimbursement., • Firmwide events, community service initiatives, and international offsites. Qualifications / Requirements • 3–5 years of investment banking, transaction advisory, or corporate development experience; Healthcare sector experience preferred., • Strong academic record; bachelor’s degree required (business, finance, economics, or related field)., • Advanced financial modeling and valuation skills; ability to manage complex analyses independently., • Strong client-facing skills and ability to present with confidence., • Excellent organizational and project management skills, with the ability to handle multiple workstreams., • Team-oriented mindset with the ability to supervise and mentor junior professionals., • Advanced proficiency in Microsoft Excel and PowerPoint., • FINRA Series 79 and 63 licenses required (or willingness to obtain within 6 months).

Blacklock is supporting a leading Investment Banking platform in the appointment of a Vice President to join its Healthcare Services M&A team. This is a senior execution and client-facing role within a well-established, high-growth healthcare franchise, offering strong deal exposure and a clear pathway for progression. Location: New York or Chicago Responsibilities include: • Leading execution of sell-side and buy-side M&A transactions, • Acting as a primary day-to-day client contact on live mandates, • Managing transaction processes, financial analysis, and valuation work, • Overseeing and developing junior team members, • Supporting origination efforts, pitches, and sector coverage initiatives Candidate Profile • 5–8 years of investment banking experience, with a strong Healthcare M&A focus, • Demonstrable track record of closed transactions (sell-side and/or buy-side), • Strong financial modelling, valuation, and process management skills, • Confident communicator with experience advising senior clients, • Currently operating at VP level, or a high-performing Associate ready to step up Why This Role • Join a top-performing Healthcare M&A platform with consistent deal flow, • High level of responsibility and visibility within the team, • Opportunity to expand origination exposure over time, • Collegiate, high-performance culture, • Competitive compensation aligned with market and performance

Reference 26000HSZ Responsibilities Global Banking and Advisory (GLBA) combines wholesale coverage with world-class product financing and advisory expertise within one team. We are looking to hire an experienced Analyst into the Equity Capital Markets team. The Analyst will report to the Head of Equity Capital Markets. We provide our issuer clients (corporates, financial institutions, public sector) with capital raising solutions, focusing on equity and equity-linked transactions. The team leverages our worldwide expertise and in-depth sectorial knowledge, as we aim to meet our clients’ financing needs. The Analyst will work in a generalist capacity within a team of experienced Corporate Finance professionals and will have extensive exposure within the bank and with clients. In addition to the usual responsibilities expected of an Analyst, the successful candidate will be expected to: • Prepare financial analyses and models – specifically company valuations, • Contribute to, and help develop ideas for, potential transactions, • Be proactively involved in every phase of the deal process, • Perform and present ad hoc research to support generation of new business opportunities, • Coordinating with internal functions to obtain all required approvals for the execution of transactions, • Understand product and market dynamics through comparables and markets analysis, • Keep up with industry trends Required Profile required REQUIRED: • Strong analytical skills, • Knowledge of corporate finance valuation and financial accounting concepts, • Strong interpersonal skills and ability to work well in teams, • Excellent written and verbal communication skills, • Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task, • SIE, Series 7/79 and Series 63 certifications. If not already obtained, must complete within five months of hire TECHNICAL SKILLS: • Proficient in Microsoft Excel, PowerPoint and Word PRIOR WORK EXPERIENCE: • At least 1 year of Investment Banking experience EDUCATION: • Bachelors Degree from a top-tier university (preferably in Economics, Accounting, or Finance) 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.

Insight Global is looking for a VP, Facilities & Office Services to join one of their Investment Banking clients in New York City.

Candidates need to understand application architecture, scalability, and how to build technology that holds up in a fast-growing investment environment. Financial services experience is preferred, particularly within hedge funds, asset management, or investment banking. We’re looking for a Senior

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 operat

My Global Investment Banking client is seeking at Associate/AVP in their Counterparty Credit risk team to specialize on the Oil & Gas/Energy portfolios. Title: Associate/AVP – Counterparty Credit Risk – Oil & Gas/Energy.

Financial services experience strongly preferred, particularly investment banking, private equity, hedge funds, or similar environments. Comfortable operating with autonomy in a fast-paced, entrepreneurial environment.

About the client The client is the infrastructure platform behind digital asset businesses worldwide. Since 2013, we have powered exchanges, brokerages, banks, and fintechs across dozens of countries, giving them the trading, custody connectivity, tokenization, treasury, and settlement capabilities they need to operate in digital assets at institutional scale. We are not a collection of products in a box. The client is a single platform with many capabilities: one integration that lets a client offer trading, brokerage, treasury, and stablecoin workflows to their end users, connect to the liquidity venues, custodians, and banking partners of their choice, and expand into new use cases without re-platforming. Every super app needs a super platform underneath it. That is what we build. About the Role We are hiring an Enterprise Sales Executive to open new markets for the client's platform, with APEX (our trading and brokerage infrastructure) and APEX Treasury (our treasury and settlement layer) as the lead offerings. This is a new-business role. You will build your own pipeline, run complex, multi-stakeholder sales cycles from first conversation to signature, and land accounts that grow with us as they add capabilities. Our buyers fall into two groups. The first are firms launching a new exchange or brokerage and looking for the platform to build it on. The second, and larger, are firms that already have an established base of end users or assets and want to give those users access to digital assets: investment platforms and online brokers, asset managers and trading firms, private wealth and RIA platforms, fintechs adding crypto to an existing product, and the retirement channel, where brokers and IRA providers are bringing bitcoin ETFs and spot crypto to retirement accounts. This is a builder role for someone with deep domain knowledge. You know how a broker-dealer, an asset manager, or a wealth platform actually works, what they need from a technology partner to launch digital assets, and who inside the building signs off on it. You can hold a first meeting with a CEO and a working session with a head of trading or a CTO in the same day, and you can teach a market what it should be asking for. What You Will Do • Own new-business revenue for the client's platform in your territory, selling APEX and APEX Treasury as an integrated platform rather than as standalone products, and consistently meet or exceed quota., • Build pipeline from scratch through your own network, targeted outbound, referral and partner channels, industry events, and content, with disciplined territory and account planning behind it., • Lead complex sales cycles with multiple stakeholders across business, product, technology, compliance, and legal, from discovery and solution design through commercial negotiation and contract close., • Develop and execute go-to-market plays for each target segment: investment platforms and brokers, asset managers and trading firms, private wealth, fintechs entering crypto, and retirement and IRA providers., • Act as a trusted advisor to prospects on how to structure a digital asset offering: which capabilities to launch first, how to integrate with existing systems and custodians, and how to stay within the regulatory perimeter in each market., • Partner with Solutions Engineers, Product, and Engineering to scope integrations and pilots, and bring structured market and client feedback back into the roadmap., • Work with Marketing on segment-specific campaigns, case studies, and events, and represent the client at industry conferences and forums to build visibility and credibility in your markets., • Maintain an accurate, well-qualified pipeline and forecast in HubSpot, with clear next steps and close plans on every opportunity, and report weekly on pipeline health and progress to target., • Resourceful and hands-on: finds a way to move a deal forward regardless of the tools or processes in place, and helps build the playbooks the rest of the team will use. What You Bring • 8+ years of B2B enterprise or institutional sales experience in capital markets technology, fintech, and digital asset infrastructure, with a track record of closing six-figure, multi-year contracts and consistently achieving quota., • Deep domain knowledge of at least two of our target segments: online brokerage and investment platforms, asset management and institutional trading, private wealth and RIA platforms, fintech, or the retirement and IRA channel. You understand how these firms are structured, how they make money, and how they buy technology., • Working knowledge of the digital asset ecosystem, including trading and execution, qualified custody, stablecoins and settlement, and the regulatory considerations that shape how regulated firms approach crypto., • Proven ability to build pipeline independently. You have opened new accounts and new segments before, not only worked inbound or an installed base., • An established network among decision-makers at financial institutions, brokers, wealth platforms, fintechs, or custodians, and a demonstrated ability to turn that network into qualified opportunities., • Technical fluency to engage credibly with CTOs, heads of trading, and product leaders on integration, APIs, and platform architecture, and to translate that into business outcomes for the C-suite., • Strong commercial and negotiation skills across complex, multi-stakeholder deal structures, including partner-dependent deals where a custodian or liquidity provider is part of the solution., • Experience navigating regulated environments and a commitment to the highest ethical and compliance standards., • A data-driven approach to managing your business: rigorous CRM hygiene, accurate forecasting, and comfort using analytics and AI tools to prioritize and work your territory., • Exceptional written and verbal communication, with the presence to present to executive audiences and the clarity to write a proposal a CFO will read. Preferred • Experience selling trading, custody, or market infrastructure technology to broker-dealers, asset managers, or wealth platforms (for example, OMS/EMS, execution, clearing, or custody connectivity)., • Existing relationships with qualified custodians, ETF issuers or distributors, IRA and retirement-account providers, or crypto-native liquidity providers., • Experience in a venture-backed or growth-stage fintech where you helped define the sales motion rather than inherit it., • Familiarity with white-label and API-first platform models and the economics of platform partnerships. How We Work You will report to the VP of Sales and work closely with a small, senior commercial, product, and solutions team. We value people who are direct, curious about how our clients’ businesses actually run, and generous with what they learn. We move quickly, own our outcomes, and treat every client as a long-term partner rather than a transaction.