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

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

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

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

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

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

Hello, Hope you are doing great. We are looking for the Investment Banking Marketing – Roadshow Specialist. Please let me know if you are interested. Job title: Investment Banking Marketing – Roadshow Specialist Job location: New York City, NY (Hybrid) (3 days per week in office) Job type: Contract (W2 only) 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 Strategy, Marketing Production, Media Relations / Corporate Communications, Sponsorship and Corporate Access, as well as EM counterparts within client Wealth Management. The Roadshow Coordinator plays a critical role in supporting the seamless delivery of investor roadshows and events. This role focuses on execution, coordination and operational excellence – ensuring all logistics are managed efficiently and stakeholders are supported throughout the lifecycle of each program. Responsibilities • Support the end-to-end coordination of roadshows, conferences, and events across multiple business areas within the Investment Bank, • Execute logistics including scheduling, travel coordination, venue coordination, and stakeholder communication, • Partner with internal teams (Corporate Access, bankers, assistants, and marketing partners) to ensure alignment on timelines and deliverables, • Manage calendars, meeting logistics, and attendee coordination for investor meetings and roadshows, • Assist with budget tracking, invoice processing, and reconciliation activities, • Coordinate vendor interactions, including confirmations, logistics, and on-site support as needed, • Support the preparation and distribution of event materials, communications, and itineraries, • Track program details and maintain accurate records across systems and reporting tools, • Provide on-site or virtual support during events to ensure smooth execution, • Escalate issues appropriately and proactively identify solutions to keep programs on track, • Collaborate with team members to continuously improve processes and execution efficiency Key Skills & Competencies • Highly organized with strong attention to detail and ability to manage multiple tasks simultaneously, • Strong execution mindset with the ability to follow processes and deliver against timelines, • Clear and professional communication skills across a range of stakeholders, • Team-oriented with a collaborative and proactive approach, • Ability to prioritize effectively in a fast-paced environment, • Comfortable working with logistics, coordination, and administrative workflows, • Strong problem-solving skills with a focus on execution and follow-through, • Proficiency in Microsoft Office (Excel, Outlook, PowerPoint), • Positive, can-do attitude with willingness to support broader team needs Requirements • 8+ years of experience in event coordination, administrative support, or logistics (financial services experience a plus), • Bachelor’s degree preferred, • Experience supporting complex scheduling, logistics, and stakeholder coordination

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

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

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

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

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

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

Reference 26000I67 Responsibilities The Investment Grade Debt Capital Markets team originates debt instruments for our corporate, financial and sovereign client base. Clients are among the largest companies located across North and South America, spanning across sectors. The DCM team works in collaboration with coverage, ECM, M&A, syndicate, sales and trading, derivatives and other core investment banking teams, as they seek to originate transactions and advise on capital structure – both for regular course financing as well as special situations. The DCM team also works closely with its client base in structuring and advising on Liability Management situations as well as ESG financing. • Preparation of pitch materials for capital markets, financing and capital structure discussions, working closely with DCM originators and other product groups, • Monitor and analyze market data, investment grade deal flow and thematic events to provide information to internal teams and external clients, • Assist in execution of investment grade bond, sustainable finance and liability management transactions, including managing internal & external deal processes, • Develop and maintain relevant analytical DCM models, • Perform credit analysis on current and target clients, • Formulate pricing indications for DCM client base across USD, EUR and other foreign currencies, • Collaborate with other business lines within the investment bank in preparing internal and external marketing presentations, • Assist in managing the workflow and development of the junior members of the team, • Supporting and maintaining a robust risk control environment, so activity is conducted in line with policy, regulation and best practice Required Profile required Competencies: • Self-starter with strong technical skills and capacity to learn new concepts efficiently, • Outstanding written and oral communication skills, • Understanding of global rates and credit markets, • Strong attention to detail and ability to manage workload, • Analytical mindset with strong Excel skills and financial modeling capabilities, • Desire to work in team environment and ability to work collaboratively with junior and senior team members, • Effective communicator who can form relationship with various internal departments and product teams, • Eagerness to think independently, develop skills and step into client-facing roles when appropriate, • Capacity to work in close co-operation with other business lines in order to promote best advice and generate cross-selling, • Strong commercial and business advisory skills and acumen, • Ability to gain a technical understanding and insight into clients' businesses and capital markets requirements Technical Skills & Knowledge: • Experience in a front office role with product expertise in debt capital markets and investment banking, • Prior experience with liability management analysis and ESG financing is a plus, • Exposure to corporate clients especially in the US, Canada or Latin America, • An entrepreneurial mindset Qualifications (Experience, Education, Languages): • 2+ years of experience in Debt Capital Markets, Investment Banking, or related work environment, preferably with a market’s orientation., • Bachelor's degree required 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

Summary of Responsibilities: A Corporate Banking Senior Analyst is a member of a client-facing team within BBVA’s Corporate & Investment Banking division. The Senior Analyst’s primary responsibility is to support Relationship Managers in developing, marketing, and delivering the bank’s wide range of products and services to corporate clients across different Industries. The Senior Analyst will coordinate closely with Relationship Managers and product partners across the United States, Latin America, Europe and Asia to support transaction execution, including proposal preparation and liaising with Risk, Portfolio Management, Legal, Operations, and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution ● Identify and understand client needs, promptly responding to all client requests. ● Coordinate transaction closings, including management of all documentation and follow-up. ● Prepare for client meetings, including presentation materials, background information and call plans. ● Research and evaluate potential new client relationships. Risk/Reward Analysis and Decisions ● Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc. ● Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America. ● Participate in Credit Committees jointly with Relationship Managers. Internal Coordination and Problem Solving ● Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash Management, and the various teams in Spain and Latin America. ● Coordinate internal procedures with the Credit, Operational and Legal departments. ● Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development. Information Management and Reporting ● Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts. ● Ensure integrity of domestic/global profitability information gathering for internal team reporting. ● Maintain the Customer Relationship Management system for pipeline and profitability reporting. Level of Complexity and Risk Involved: ● The Senior Analyst position requires a high level of involvement and responsibility. Senior Analysts are responsible for a substantial amount of in-depth analysis and research and play a crucial role in deal execution and interaction with clients, especially as it relates to opportunities in Latin America. ● For the clients and workstreams they support, Senior Analysts play a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties: Senior Analysts play a critical and indispensable role as members of the Corporate Banking team. Senior Analysts support Global Relationship Managers in day-to-day activities, from client and industry analysis to working on live transactions and deal execution. Senior Analysts are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables. Additional expectations within the scope of the Senior Analyst role: ● Ability to interact and communicate effectively in English and Spanish (preferred but not required) with internal and external clients. ● Strong knowledge of finance and accounting. ● Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail). ● Successful interaction with the various product groups and colleagues in the USA and abroad. ● Ability to work under pressure. ● Develop solid knowledge of corporate banking products and services in the USA as well as transactional banking products and services in Latin America. ● Strong work ethic and high degree of proactiveness. Skills, Knowledge, and Abilities/Competencies: Technical Skills: ● Bachelor’s degree with 3 years minimum of work experience; MBA (preferred but not required). ● Fluency in English and Spanish (preferred but not required). ● Strong analytical and financial modeling skills. ● Advanced proficiency in Excel, PowerPoint, and AI-enabled tools to support analysis, research, content preparation, and day-to-day efficiency; Reuters and Bloomberg a plus ● Understanding of international economics and markets, especially Spain and Latin America. ● Credit Training a plus. Performance Skills: ● Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local Relationship Managers). ● Ability to work under pressure. ● Strong attention to detail. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across senior bankers, junior bankers, product partners, Risk teams, and other internal stakeholders. ● Strong team player with a collaborative mindset, flexibility, and willingness to support others, contributing positively to the team’s collaborative culture. Management Responsibilities: Senior Analysts operate within a pool structure, working across different senior bankers, sectors, clients and assignments based on business priorities and staffing needs. This model is designed to provide broad exposure across the five industries in which our clients operate (Energy, Consumer, TMT, Industrials, and Infrastructure & Construction) while requiring the Senior Analyst to effectively manage multiple stakeholders, workstreams and competing priorities. Senior Analysts are expected to progressively deepen their knowledge of the industries and clients they support, take increasing ownership of assigned workstreams and client-related responsibilities, and proactively identify and follow up on potential business opportunities. Depending on experience, business needs and client exposure, Senior Analysts may also support selected client relationships on a more continuous basis. While the pool structure is intended to provide broad exposure across industries, increasing sector specialization is expected as bankers progress in seniority, allowing them to develop deeper industry expertise, stronger client knowledge and, over time, greater ownership of client relationships within a specific sector. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Executive Assistant – C-Level Executive A premier, globally recognized hedge fund is seeking a polished, high-energy, and deeply proactive Executive Assistant to support the CEO of a newly launched division of the firm and their growing team in New York City. This is a newly created role that offers the perfect professional blend: the rock-solid structure, prestige, and premium benefits of a top-tier investment firm, combined with the dynamic, entrepreneurial excitement of helping build a division from the ground up. • Compensation: $125,000 – $160,000 base salary (commensurate with experience) + generous discretionary bonus, • Location: Midtown West, NYC (Fully Onsite, Monday – Friday), • Flexibility for one-off remote work when life happens (e.g., medical appointments)., • Hours: Standard business hours (approx. 8:30 AM/9:00 AM – 5:30 PM/6:00 PM) with a "trust-based" culture—not chained to a desk, but requires a 24/7 mentality for occasional urgent or time-sensitive matters. Perks & Premium Benefits include: • Fully company-covered excellent healthcare and benefits packages., • 401(k) with 3% company contribution., • 15 days of paid vacation + sick days + 2 paid volunteer days (vacation scales to 18 days after 2 years)., • Complimentary daily meals, premium snacks, and office perks. Key Responsibilities As the primary gatekeeper and strategic partner to the CEO, you will manage complex daily operations and anticipate needs before they arise. • Advanced Calendar Management: Proactively manage dense and ever-changing calendars via Outlook. Look "around corners" to identify gaps, resolve overlaps, and seamlessly align schedule changes with shifting business priorities., • Global Travel Coordination: Plan and execute complex, multi-leg domestic and international travel itineraries (with a heavy emphasis on travel to Asia), ensuring seamless logistics from end to end., • Team Support: Act as the primary administrative anchor for the executive's current team of four. As the division scales, you will help integrate future administrative support to keep workloads balanced., • Operational Excellence: Handle comprehensive expense reconciliation, manage incoming correspondence, coordinate meetings, answer phones, and prepare high-level meeting materials (e.g., binding presentation books)., • Cross-Firm Collaboration: Partner closely with the broader administrative and EA network across the firm. Maintain a "no job too small" attitude to ensure overall operational success. Qualifications & Key Attributes We are seeking an ambitious, high-caliber professional who thrives in a fast-paced, high-standards financial environment. • Experience: 7+ years of relevant Executive Assistant experience within finance or alternative asset management (Hedge Fund, Private Equity, Investment Banking)., • Technical Skills: Elite proficiency in Microsoft Office, particularly advanced Outlook calendar and email management., • Mindset: An "athlete" mentality—highly energetic, ambitious, deeply proactive, and an exceptional natural problem solver., • Education: Bachelor’s degree preferred, but not required., • Professionalism: Impeccable polish, discretion, and communication skills., • References: Must be able to provide strong professional references from previous direct supervisors. Please submit your resume to apply! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting _. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Reference 26000HKN Responsibilities Job Overview and Scope: Assist client executives in management of a portfolio of client relationships (existing and new) as well as in development and expansion of these relationships. Analyze and draft financing/credit proposals; work with relationship managers to obtain approvals from senior management and credit department, assist in closing deals, incl legal reviews and administrative tasks / compliance. Monitor completed transactions, account reporting, recommend improvements, ensure data quality on clients in all banks systems, assist in ensuring compliance with all policy and procedures. Adhere to Culture and Conduct requirements. Responsibilities: Client development: • Assist in screening of financing transactions: assists in development of deal flow. Performs analysis of proposals against established criteria (business and credit quality) and recommends action., • Analyze deals, perform certain core due diligence processes for qualified deals and participate in negotiating terms of direct deals (in conjunction with deal leader and product specialists). Assist in transaction approval process, including dealing with senior management and credit officers. Co-ordinate with other deal participants. Sometimes negotiates closing documents with applicable advisors (e.g. lawyers, accountants, etc.)., • Develop effective working relationships with other departments (including credit department) and product specialists to incorporate their expertise in client management., • Build business relationships with clients, industry peers, other bank’s syndication groups and applicable industry associations. Participate in industry seminars and conferences to foster business networking and deal generation. Portfolio Management: • Monitor and report on account compliance and financial performance of assigned portfolio accounts., • Identify and report on operating and compliance variances to team leader and credit function and obtain requisite approvals from senior management for credit amendment(s)., • Ensure data quality integrity for the assigned portfolio; and compliance with internal and external policies and procedures., • Handle legal documentation where/when appropriate, • Handle ongoing administrative requirements including closing / deal renewal processes, • Advises on portfolio developments and new opportunities., • Assists in executing exit strategies in keeping with overall business objectives. Required Profile required • 2+ years experience in similar role, • Business/Accounting/Math/Science degree with credit training, • Experience in writing credit proposals, • Analytic/systematic thinker, strong ability to identify core issues in business models and transactions., • Understands financial statements/accounting: balance sheet, income statement, cash flow, • Experience in quantifying and qualifying business and financial risk., • Some knowledge of corporate finance products including bank credit facilities, public debt and equity issuance and some basic familiarity with (commodity) hedging concepts., • High-level competency in computer-based financial analysis and presentation (Microsoft Office), • Team player creative, persistent, high energy, confident, results-oriented, good communicator, strong writing skills and committed to achieving objectives., • Committed to meet deadlines 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.

Responsibilities As part of the Export & Agency team, the successful candidate will be responsible for arranging, structuring and executing complex large-scale Export & Agency finance mandates (transactions covered by ECAs, Multilaterals and private insurers) with corporates, public sector entities and project finance structures. The candidate will have principal responsibilities comprising the following: • Actively contributing to the origination and execution of Export & Agency finance mandates for US & Latam companies and/or public counterparties, • Analysis of projects (feasibility, risks); identification of key issues and proposal of improvements to achieve successful financing., • Elaborate risk proposals detailing the underlying transaction structure., • Actively engage with ECAs, Multilaterals and private insures in the approval process., • Development of financing documentation (contracts) and management of insurance policies in collaboration with Legal services and/or external law firms, • Negotiation with borrowers, exporters and financing institutions related to the terms & conditions applicable to the transaction and financial document clauses., • Collaboration with internal departments to originate and sign project., • Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings, • Drive the definition and execution of the business strategy, annual business plans, budgets, and financial objectives for the area, • Lead multidisciplinary teams across CIB products and corporate functions to ensure seamless transaction execution and an integrated client approach, • Develop, coach, and mentor junior and mid-level professionals, promoting talent development, knowledge sharing, and a high-performance culture, • Ensure adherence to internal governance, risk management standards, and applicable regulatory requirements throughout all business activities. Position Requirements -Minimum 10 years of relevant experience in Export & Agency finance deals or a comparable background in investment banking or other industry. -Proven experience in winning and executing large scale mandates and/or lead arranging positions with main ECAs, Multilateral Agencies and complex financing structures -Knowledge and experience with derivatives is a plus -Business School/University degree in economics or business administration, law, or engineering -Fluency in English and Spanish is highly desirable -Personal: • Structured and organized, strong analytical skills., • Well balanced team player, • International mindset, • Goal oriented individual with initiative and leadership, • Client focus, • Lateral thinker who likes to come up with outside-the-box-solutions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $210,000 to $260,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

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

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

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

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

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

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

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

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence. Position Overview: The Technical Lead – Application & Platform Engineering is a senior engineering leader responsible for architecting, developing, and optimizing advisor and client facing applications and platforms. The ideal candidate brings strong hands-on engineering ability, architectural vision, and leadership experience in regulated environments, application modernization, SaaS integrations, AI-enabling integrations, and user-centric development. Key Responsibilities: Application & Platform Engineering & Integration • Lead end-to-end engineering for advisor and client platforms, emphasizing performance, scalability, and financial industry security standards., • Architect and evolve distributed microservices using Java, Python, Spring Boot, REST APIs, and event-driven patterns; guide frontend engineering with ReactJS or other modern JavaScript frameworks., • Lead SaaS integration strategy and enterprise-grade API ecosystems across custodians, market data providers, and third-party financial services applications, standardizing authentication, data synchronization, and lifecycle management., • Design AI-enabling integrations – including AI connectors, tools, and Model Context Protocol (MCP) servers – that securely expose platform data and actions to LLMs, AI agents, and agentic workflows under governed, permissioned, and auditable controls., • Champion AI-assisted development and code generation agents within the SDLC to accelerate delivery, testing, and code review while preserving quality, security, and human-in-the-loop controls., • Define standards for API governance, authentication, observability, and lifecycle management. SDLC Governance & Engineering Excellence • Oversee the full SDLC within Agile frameworks, driving quality and high-velocity delivery., • Advance CI/CD pipelines, automated testing, code quality practices, and cloud-native deployment (containers, ARM templates, GitHub Actions). Team Leadership & Cross-Functional Alignment • Mentor engineers across backend, frontend, DevOps, and QA functions, and lead technical decision-making for modernization efforts and new platform capabilities., • Partner with business, product, operations, and compliance teams to ensure solutions meet regulatory, audit, and data security requirements. Metrics, Optimization & Continuous Improvement • Define and track engineering KPIs for productivity, reliability, and performance; drive refactoring, technical debt reduction, and platform resilience to support growth., • Evaluate emerging technologies that improve advisor experience, automation, and digital service delivery. Required Experience & Skills: Core Technical Skills • Java, Spring Boot, microservices, and RESTful APIs; Python and FastAPI; ReactJS, JavaScript/TypeScript (Redux, Next.js, Node.js); component libraries (MUI) and micro-frontends (Module Federation)., • API design, integration patterns, and SaaS orchestration, with hands-on experience integrating custodians, market data providers, and financial services SaaS platforms., • AI-enabling integration experience — building AI connectors, tools, and MCP servers that expose data and services to LLMs, AI agents, and agentic workflows through secure, governed APIs., • Code generation agents and AI-assisted development tools (e.g., GitHub Copilot, Claude Code), with secure-by-design coding and quality guardrails for AI-generated code., • Cloud engineering (Azure preferred; AWS a plus), containers (Docker, Kubernetes), IaC (Bicep/Terraform), and CI/CD (Azure DevOps, GitHub)., • Working knowledge of Azure AI Foundry and the Azure AI/OpenAI service ecosystem., • Identity and access engineering — OAuth 2.0/OIDC, SAML, SSO federation, token exchange, and role/entitlement models for advisor- and client-level data access., • SQL/NoSQL databases, caching, and event-driven architectures (Kafka, Azure Service Bus), • Reliability practices — SLOs, observability (OpenTelemetry/App Insights)., • AI security, quality, and safety — guardrails, prompt-injection/data-leakage protection, and evaluation of prompts and agent actions. Leadership & Delivery • 10+ years in application/platform engineering with increasing responsibility., • Proven ability to lead cross-functional teams and deliver complex solutions at scale., • Strong communication skills with the ability to engage both technical and business stakeholders. Reports To: Director of Applications Direct Reports: None Location: Florham Park, NJ. Flexible across Steward Partners offices; hybrid and remote options are also available for the right candidate.

Overview A global financial services firm with investment banking, securities, and wealth management businesses is investing in its Internal Audit team and pushing toward automation, with a goal of data-driven, AI-enhanced audit work. The team gives senior management an independent view of the firm's biggest risks and tests how well the controls, risk management, and governance hold up. Auditors cover the front, middle, and back office, and mobility is big here, you can move within audit, into the business, or internationally, and the firm caters to what you want out of your career! This is a newly created VP seat in New York leading audit coverage of valuation risk across Fixed Income in the institutional securities (sales and trading) business. Most banks keep audit very siloed, here you'd work directly with traders, quants, model risk, and valuation teams, so you get a true front to back view of the business. Role Internal Audit VP, Fixed Income Valuations. You'd cover controls across the whole Fixed Income business, including IPV, operations, product control, valuation control, market risk, and credit risk. The seat sits on a global team, and it's built for someone who can explain risk clearly and directly, knows audit fundamentals cold, and has ideas on how data and AI can change the way audits get done. Responsibilities • Plan and lead assurance work on valuation risk and the controls in place to mitigate it, • Spot risks and emerging risks early and build them into risk assessment and audit coverage, • Tell management what matters and why, in clear terms they can act on, • Tie together metrics across valuation, market risk, models, and P&L to shape the view on valuation risk and controls, • Oversee the team's work against audit methodology and quality standards, keep projects lined up with department priorities, and coach the junior folks, • Partner with stakeholders globally, plus traders, quants, model risk, and valuation controllers, • Use data analytics and AI tools to focus coverage, moving toward continuous monitoring Ideal Candidate Profile • 6-15 years of Internal Audit experience at a large bank or financial services firm, with front to back capital markets audit experience across Fixed Income, including operations, product control, valuation control, market risk, and credit risk, • Range matters most, you've covered more than one narrow function, not just cash or a single asset class, • Working level knowledge of Fixed Income products and their key risks (rates, FX, credit, commodities, securitized products), deep valuation expertise isn't required. Rates or FX derivatives exposure or credit exposure is a plus, • Strong communication, you can explain what you do and the risks involved clearly and directly, and lead with your point. This is the number one filter for the seat, • Specific ideas on how you'd use AI or data analytics in an audit, not just a line on your resume, • Experience leading audit engagements and directing junior staff, • Valuations, Product Control, or Risk professionals with strong Fixed Income product knowledge are welcome too, as long as you're genuinely interested in moving into audit long term, • CIA, CPA, CFA, SIE, CIDA, or CAIA preferred

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

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

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

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

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

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

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.

Job Title Senior Category Sourcing Manager Corporate Title Vice President Location New York Overview Global Procurement provides support to Deutsche Bank’s business and infrastructure divisions globally. You will engage with stakeholders to understand business requirements, develop sourcing strategies and plans, and execute sourcing events (e.g. RFPs) to create value for the Bank. You will be a member of the Banking Services category management team supporting Investment Bank, Corporate Bank, Private Bank, and Infrastructure divisions. Main Product areas that we actively engaged include Front Office Sales and Trading, Clearing, Settlement and Execution Services, Digital Custody Services, Payments – Cards, Payment Gateways, Online Banking, Loan servicing, shareholder servicing, HW, SW and Maintenance supporting banking and brokerage functions and Wealth Management banking, custody and brokerage The Senior Category Sourcing Manager will need to have the aptitude to operate in this varied and often complex environment, with an ability to develop solutions to problems, with a self-led approach and strong communications skills. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, • Educational resources, matching gift and volunteer programs What You’ll Do • Lead the development of annual and medium-term strategic plans. Identifies specific sourcing projects/initiatives for the year including expected savings, resource requirements and associated timescales for completion, • Lead the execution and support the development of Category-based sourcing processes for assessing and fulfilling current and future sourcing needs, • Actively support knowledge management. Continually scan the category and industry environment to gather insights, • Manage complex sourcing deals, driving the supplier selection and negotiation process for key sourcing events How You’ll Lead • Develop strong, productive working relationships with clients at a senior level, • Manage programs, people, and change; as commercial lead and / or commercial advisor on sourcing deals, lead and influence programs and people to produce desired changes and transformation, • Lead cross-functional teams spanning the Business line, legal, finance, and other Deutsche Bank functional areas. Depending on the size, scope, and timeline of the deal, lead and / or support peers in global procurement in delivering the solution Skills You’ll Need • Extensive experience in Procurement or similar function, • Banking experience is highly regarded, • Strong negotiations skills and experience, • Experience with demand / consumption management, understanding of modeling techniques to monitor and adjust strategies dynamically, • Experience with providing aggressive reductions in the non-comp expense base through procurement and process reengineering by identifying and driving cost reductions, supplier consolidation, service delivery improvements, process efficiencies and risk mitigation, • Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs Skills That Will Help You Excel • Self-organized, strategic thinker as well as an “executer” with emphasis on getting things done in right quality and on time, • Strong team player, able to work in virtual, global teams in a dual reporting matrix organization, • Strong communication, influencing and presentation skills (written/verbal for contract negotiations), • High energy, flexible and with the ability to work in a fast-paced and global business environment Expectations It is the Bank’s expectation that employees hired into this role will work in the New York City office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $125,000 to $198,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click _ to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees _ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com. #LI-HYBRID