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Job Description The Senior Financial Analyst will play a key role in the budgeting, forecasting, and corporate finance efforts of the team. This position involves developing and maintaining complex financial models to support strategic planning and credit management, delivering insightful reports, and communicating findings directly to executive leadership. The ideal candidate will be proficient in Excel, VBA, and specialized financial software such as Enverus and SpotFire to enhance data analysis and visualization. Responsibilities • Develop financial models to support budgeting, forecasting, and strategic decision-making. Conduct budget analysis and variance reporting., • Perform complex financial analysis supporting the company's financial forecast, annual budget process, long-range planning activities, and management of credit facilities.., • Analyze reserve reports, production trends, drilling activity, and basin developments to support production forecasts, budgets, and other financial analysis., • Prepare detailed financial reports for executive leadership, • Support credit management initiatives, • Collaborate with corporate finance to align financial planning with business goals, • Utilize Excel, VBA, Enverus, and SpotFire for data analysis and visualization Required Qualifications • Bachelor's degree in Finance, Accounting, Economics, or related field, • At least three to five (3 to 5) years of relevant work experience within one of the following areas: corporate finance, investment banking, or consulting in the oil&gas arena., • Mastery of Excel, including detailed financial models., • Ability to model complex scenarios with little guidance., • Precise computation & analytical skills., • Working knowledge of the oil and gas industry, strongly preferred., • Oil&Gas Experience required. Preferred Qualifications • 5+ years of experience in financial analysis

Job Type: Regular Plains is an industry-leading transportation and midstream provider specializing in transportation, storage, processing and marketing solutions for crude oil. We own an extensive network of pipeline transportation, terminalling, storage and gathering assets in key oil producing basins and transportation corridors and at major market hubs in the United States and Canada. The company is headquartered in Houston, Texas. We’re on the lookout for passionate self‑starters who thrive in fast‑moving, collaborative, and innovative environments. Position Summary The primary responsibility of this position is to source, identify and develop opportunities to create and/or enhance the profitability of Plains’ existing pipeline and terminals midstream business around a region of Pipeline Systems. This includes capital projects, asset optimization, M&A, and additional business development activity. The selected candidate will be eligible for company benefits including Medical, Dental, Vision, Paid Time Off (PTO), and Free Parking. Job Responsibilities Develop new and support existing relationships with external customers and industry contacts. Identify, track and develop new business opportunities. Prepare and facilitate negotiations of commercial agreements with customers. Prepare commercial materials and participate in internal discussions. Collaborate with finance, supply and trading and operations teams to gather data for project evaluations. Create and update PowerPoint presentations for internal and external use. Conduct basic research on market trends, pipeline flows, and regional activity. Assist in reviewing pipeline volumes and scheduling data. Create financial models and project maps for internal analysis. Prepare and deliver an annual business plan and quarterly updates on performance of certain assets and business development opportunities. Use mapping tools (e.g., Google Earth) to support project visuals. Participate in special projects aimed at improving business processes. Experience Undergraduate degree in Finance, Accounting, Economics or Engineering is required, and master’s degree in Finance or Business is preferred. Experience in business analysis with minimum 5 years work experience in oil and gas industry or energy investment banking. Must have strong analytical, problem-solving, teamwork and communication skills. Must be detail-oriented and possess excellent organizational skills. Proficiency in Excel and PowerPoint are required. Cleared criminal history (background) and satisfactory reference checks. Compliance with the Company’s Drug & Alcohol Policy including pre-employment testing. This position is not eligible for employment-based visa sponsorship. Applicants must be authorized to work in the U.S. for the duration of their employment #Plains At Plains, our employees are our most valuable asset. Hard work is rewarded with competitive compensation and a top-tier benefits program designed to keep our employees safe, healthy and happy. We work hard to deliver the best results to our stakeholders, and we also respect our employees' need for personal and family time, which is reflected in our _. We are proud to be an . We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, veteran status, genetic information, disability, or any other characteristic protected by federal, state, or local law. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting . Salary details estimated by job boards such as Indeed, Glassdoor, and LinkedIn do not represent Plains’ compensation structure. We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process. _.

Salary: $140,000–$150,000 + 15% Bonus + 15% LTIP High-visibility role working closely with senior leadership across Corporate Development, FP&A, Investor Relations, and Treasury Direct involvement in M&A evaluation, due diligence, financial modeling, and integration Gain exposure to Board and Committee materials, strategic partnerships, and executive-level decision making Blend of transaction-focused Corporate Development work with broader strategic finance exposure Opportunity to support quarterly earnings and investor relations initiatives Significant growth and learning opportunity through varied experience and mentorship Highly competitive compensation package including 15% annual bonus + 15% LTIP Join an established organization with continued growth and strategic expansion Support M&A evaluation, due diligence, transaction execution, and integration efforts Build and own detailed financial models to evaluate acquisitions, long-term growth opportunities, and key business drivers Perform three-statement forecasting, valuation, scenario, and return analyses Conduct market research and competitive analysis to identify trends, opportunities, and support strategic initiatives Assist in preparing materials for Board and Committee meetings and strategic partnerships Support quarterly earnings materials, including investor presentations, earnings releases, and investor call materials Prepare and maintain monthly financial reporting packages and business forecast models Analyze and explain variances between actual results, forecasts, and budgets, including underlying business and market drivers Partner with business unit leaders on annual operating and capital budgets Provide ad hoc financial analysis to senior leadership supporting strategic decision-making and Treasury initiatives Collaborate cross-functionally with Finance, Accounting, Operations, and executive leadership Bachelor’s degree in Finance, Accounting, or related field 2–4 years of experience in investment banking, corporate development, FP&A, corporate finance, or consulting Strong understanding of financial statements and three-statement forecast modeling Knowledge of fundamental valuation methodologies and the M&A process Advanced Excel and PowerPoint skills Strong financial modeling, analytical, and presentation capabilities Manufacturing or industrial FP&A experience is a plus, but not required Experience with OneStream, FactSet, or similar financial tools is a plus Highly organized with strong attention to accuracy, precision, and detail Excellent written and verbal communication skills Hands-on mentality with the ability to work effectively across teams and take ownership of projects #INOCT2026 #LI-EA5

Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly 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 $179 billion in assets under management/advisement (as of 12/31/23). 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.

Our products include debt and equity financing mergers & acquisitions corporate banking institutional equity sales trading and research fixed income products derivatives energy foreign exchange and precious metals. Analyst Investment Banking Energy.

Job DescriptionController 11040 We are assisting our client seeking a Controller to lead the accounting function across their multi-entity, multi-jurisdiction oil & gas portfolio. This role owns an accurate and on-time close, the integrity and control of accounting data, financial reporting under both US GAAP and IFRS, the external audit, and payment and cash-disbursement controls. The role also drives modernization of the accounting organization through systems optimization and AI-enabled workflows. The ideal candidate pairs a CPA and Big 4 foundation with upstream oil & gas depth, strong technical and systems ability (Quorum ODA, advanced Excel, AI/automation), and experience operating across international entities and currencies. Key Responsibilities Close, Data Integrity & Controls • Own the close schedule and deliver it accurately and on time, with a focus on making improvements, • Control the integrity, completeness, and accuracy of accounting data across all entities, • Own the general ledger, consolidations, and account reconciliations across the multi-entity structure, • Partner with the NMS corporate team to perform all required cost reimbursements and intercompany entries, • Maintain and strengthen internal controls, accounting policies, and close discipline, • Liaise with Treasury to ensure payment and cash-disbursement controls — banking-instruction integrity, preparer/approver segregation, and disbursement approval workflowAudit, • Serve as primary liaison for external auditors and manage the annual audit across jurisdictionsFinancial Reporting, • Own financial reporting — deliver timely, accurate financial statements under US GAAP (US entities) and IFRS (Brazil, Peru, and Oman)Oil & Gas Accounting (primarily non-operated), • Provide leadership to the team and technical oversight of revenue and joint-venture accounting, ensuring it is consistently applied, • Provide team leadership and support for non-operated revenue accounting from operator statements — working-interest, royalty, and ORRI revenue, and severance/production taxes, • Oversee the team that reviews incoming joint interest billings (JIBs) against JOA and COPAS terms and reconciles operator joint-account statements, cash calls, prepayments, and suspense — ensuring improper or non-chargeable costs are identified and resolved, • Oversee DD&A, depletion, ARO, and impairment at the entity level based on Westlawn’s net interest in reserves and costs, • Review lease operating statements (LOS) and field-level cost reporting for reasonableness and cost controlInternational, • Manage accounting for international entities, including multi-currency (FX) transactions, remeasurement/translation, and intercompany activity, • Support the foreign team as they perform statutory and local reporting requirements, and coordinate with local advisors as necessarySystems & Technology, • Optimize the company’s oil & gas accounting platform, Quorum ODA — including integrations, upgrades, and data integrity, • Manage and perform monthly data transfers from the foreign accounting systems into Quorum ODA, • Lead or support system implementations, conversions, and process automation initiatives, • Champion the adoption of AI and agentic workflows across the accounting function — close automation, reconciliation agents, reporting, and exception handling — and evaluate emerging tools for practical deployment, • Build and maintain advanced Excel models supporting reconciliation, cash flow, and financial reportingLeadership, • Lead, develop, and mentor the accounting team (currently 5 FTE), • Partner with operations, treasury, and finance leadership on budgeting, forecasting, and ad hoc analysis Required Qualifications • Active CPA license (required), • 8–10+ years of progressive accounting experience with increasing scope and leadership responsibility, • Upstream oil & gas accounting experience (required); non-operated working-interest accounting strongly preferred, with deep working knowledge of non-op revenue, JIB review/audit, COPAS, AFE elections, DD&A, and ARO, • Financial statement preparation under both US GAAP and IFRS (preferred), • Demonstrated ownership of the close, internal controls, and the external audit, • Hands-on experience with Quorum ODA strongly preferred; comparable oil & gas platforms considered (e.g., Enertia, PakEnergy/WolfePak, W Energy, P2 BOLO/Excalibur), • Advanced Excel and financial modeling skills, • Hands-on use of AI tools, automation, or agentic workflows in an accounting or finance context Preferred Qualifications • Big 4 public accounting foundation (audit or assurance serving energy clients strongly preferred), • International or multi-entity accounting experience, including multi-currency (FX) consolidation and foreign-jurisdiction statutory reporting, • Experience in an investment-manager or fund environment, • Experience leading an accounting system implementation or conversion#IND #ZR\nCompany Description Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Job Description We are seeking an experienced Land Banking Originator to lead the sourcing, structuring, and execution of land banking and lot-finance transactions across the Greater Houston market. This role functions similarly to an Acquisition, Development & Construction (A&D&C) Loan Originator, but focuses on builder-developer capital solutions, including land banking, lot purchase facilities, takedown structures, and related real-estate credit products. The ideal candidate has deep relationships with homebuilders, developers, land sellers, and capital partners, and possesses strong underwriting, deal-structuring, and negotiation capabilities specific to residential land and lot development. Key Responsibilities Origination & Business Development • Source and originate land banking and lot-finance transactions with production and regional homebuilders, developers, and landowners, • Develop and maintain a robust pipeline of off-balance-sheet lot solutions, land banking arrangements, and structured real-estate investments, • Cultivate long-term relationships with builders, developers, brokers, attorneys, engineers, and capital partners throughout Metro Houston, • Represent the firm at industry events, builder meetings, and land-seller presentations, • Drive opportunities from initial outreach through signed term sheets, with consistent follow-up and disciplined pipeline management Transaction Structuring & Underwriting • Structure transactions including: ◦ Land banking agreements ◦ Lot purchase/takedown programs ◦ Option structures and phased takedowns ◦ JV-style and fee-based land capital solutions • Perform high-level underwriting analysis, including: ◦ Absorption modeling ◦ Lot pricing and margin analysis ◦ Market feasibility and submarket dynamics ◦ Entitlement and development risk • Collaborate with internal investment, legal, and asset-management teams to bring transactions from term sheet through closing Market Intelligence & Strategy • Maintain detailed knowledge of: ◦ Houston-area submarkets and MPCs ◦ Builder demand, pricing trends, and absorption ◦ Land supply, development costs, and entitlement timelines • Provide insight into competitive positioning, deal structures, and risk mitigation strategies Execution & Portfolio Management • Coordinate due diligence including title, surveys, engineering, entitlements, and development budgets, • Support ongoing portfolio performance through builder relationship management and transaction modifications when necessary, • Ensure compliance with internal credit standards and risk guidelines Qualifications Experience • 7+ years of experience in one or more of the following: ◦ A&D&C loan origination ◦ Land banking or lot finance ◦ Real estate private equity (residential focus) ◦ Builder finance or structured real-estate credit • Proven track record of originating and closing complex real-estate transactions, • Direct experience working with homebuilders and residential developers in Texas preferred, • Demonstrated ability to independently source, structure, and close deals in a relationship-driven market environment Skills & Competencies • Strong underwriting and financial modeling skills (Excel-based), • Deep understanding of residential land development economics, • Ability to structure creative capital solutions aligned with builder needs, • Strong negotiation, presentation, and relationship-management skills, • High degree of independence, accountability, and market ownership Education • Bachelor’s degree in Finance, Real Estate, Business, or related field, • MBA or advanced real-estate coursework a plus Compensation • Competitive base salary + performance-based incentive compensation, • Incentives tied to transaction volume, profitability, and portfolio performance, • Benefits package commensurate with senior-level origination roles Why This Role • High-impact, market-facing role with significant autonomy, • Opportunity to build and own the Houston land banking platform, • Exposure to sophisticated real-estate credit and structured land solutions, • Long-term growth path tied directly to market performance \nCompany Description McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset—partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets. McKinley Homes Houston is a fast-growing homebuilder delivering thoughtfully planned communities across the Greater Houston market. We combine disciplined land strategy with efficient execution to bring quality homes to market with a strong customer experience. Our team operates with urgency, accountability, and a long-term mindset—partnering closely with landowners, developers, brokers, and capital partners to drive growth across Houston-area submarkets.

Job DescriptionCommercial Lender – To $135K + Bonus – Houston, TX – Job # 3805-7260 Who We Are:The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position:Our bank client is seeking to fill a Commercial Lender role to be based in the Houston, TX market. The successful candidate will make and service a variety of C&I & CRE loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $135K + Bonus and an excellent benefits package. (This is not a remote position) Commercial Lender responsibilities include: • Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk., • Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts., • Obtaining and maintaining COIs and attending various networking events in the assigned geographic area., • Generating a wide variety of commercial and real estate loans., • Contributing to deposit growth by cross-selling and promoting additional banking products., • Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans., • Reviewing and analyzing title reports or surveys to determine issues and any present or potential risks., • Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation., • Meeting with applicants to obtain information for loan applications and to answer questions about the process., • Guiding loans through the approval and closing process., • Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services., • Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You?You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: • A bachelor’s degree in banking, finance, or another related field is preferred., • Seven or more years of direct lending or credit support-related experience with a focus on business relationships., • Proven background in generating CRE & C&I loans of between $12MM and $15MM in annual production., • Formal credit-trained and /or underwriting knowledge and experience are preferred., • Experience analyzing financial statements., • Familiarity with the sales, loan processing, and closing processes., • Extensive knowledge of Commercial Banking products and services, including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans., • Thorough knowledge of Federal and State regulations covering commercial banking activities., • Ability to expand loans, client relationships, and cross-sell bank products., • Strong analytical ability with effective written and verbal communication skills required., • Efficient use of Outlook, Word, and Excel applications., • Excellent interpersonal skills. The next step is yours. Email us your current resume along with the position you are considering to:resumes@symicorgroup.com

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescriptionAbout Us: The Caturus platform founded by Kimmeridge – an alternative asset manager focused on the energy sector – supports Kimmeridge’s overarching goal of providing low-cost energy on demand with the lowest carbon footprint. Kimmeridge’s vision in creating Caturus is to build the only independent, fully integrated natural gas and LNG export platform in the U.S. through a combination of its upstream operations and via Commonwealth LNG, a 9.5 million tonnes per annum liquefied natural gas export terminal in southwestern Louisiana on the U.S. Gulf Coast. The combined entities are committed to delivering responsibly sourced, low-emission fuel to domestic and international markets. Caturus is a Houston-based, private exploration and production company seeking to materially grow production through development of deep, high pressure, dry gas windows of the Eagle Ford and Austin Chalk, as well as Haynesville formations located in Texas and Louisiana while maintaining a relentless focus on safety. Commonwealth LNG was founded by industry veterans who decided to re-engineer the LNG construction model. Using proven best practices, Commonwealth is committed to building a world-class LNG export facility while focusing on safety, managing risk and achieving best-in-class environmental standards. Job DescriptionThis individual will join a small, highly visible financing team responsible for arranging and executing project finance debt and construction equity. This capital is critical to the success of the business and will enable the construction of Commonwealth’s LNG export terminal. This role will be involved in financial modeling, data room and diligence management, and coordination of the overall financing process. The Analyst, Finance will report to the VP, Finance. Key Accountabilities: • Responsible for creating, modifying and manipulating Excel models to inform company leadership decisions, financial advisors, sensitivity testing, and presentations to third parties., • Conduct monthly review and analysis of assigned projects to determine if there are any budgetary risks., • Perform detailed financial analysis and cash flow modeling of the projects., • Responsible for reviews of draft documentation and reports., • Conduct due diligence flows to lenders consultants, bankers, lawyers, technical teams., • Work closely with leadership, staff and advisors to summarize and present complex qualitative and financial information into materials for investors, lenders and the executive team to make decisions., • Will help review documents and models to assist in identification of commercial considerations and contribute their financial and technical acumen., • Analyze project data to produce standard and ad-hoc reports, • Responsible for FP&A, including budgeting and forecasting to manage capital draws from banks and investors, and overall corporate liquidity. Qualifications: Education, Certificates, and Licenses: • Bachelor's degree in finance, accounting, economics, or similar degree. Experience:, • 2+ years of demonstrated relevant experience in investment banking or project financing requiredKnowledge, Skills, and Abilities:, • Analytics and financial modeling skills:, • Prior experience building new models from scratch, • Modeling debt, proforma projections, financial statements, and valuations in Excel, • Model various equity structures including equity waterfall ·, • Knowledge/Experience with set-up and maintenance of financing and/or M&A transaction processes, including:, • Establish and review of virtual data rooms, • Creation of debt and/or equity offering memos, • Investment / credit memos etc., • Experience reviewing and commenting on energy and financing related documentation, including: Loan documentation, partnership agreements, sale and purchase agreements, commodity purchase agreements (e.g. power, LNG etc.), equity contribution agreements, etc., • Ability to balance multiple priorities simultaneously and proactively manage workload by seeking additional support as needed., • Presentable to external investors, bankers, and executive leadership with the ability to speak extemporaneously about familiar topics., • Familiarity with the energy industry, industry themes, trends and drivers of LNG sector. Preference for some direct LNG experience., • Strong analytical and problem-solving abilities, with a propensity for attention to detail and ability to work in a time-conscious and time effective manner with minimal supervision., • Effective communication skills, both verbal and written, with the ability to articulate complex concepts to stakeholders at various levels within and external to the organization.

Job DescriptionJob Title: Senior Associate, FinanceDepartment: Finance & AdministrationReports to: Senior Director, FinanceEffective Date: June 2026Location: Houston, TX (Hybrid)Travel: 10% POSITION PURPOSE: This is a full-time, exempt position at the Senior level, responsible for supporting the financial structuring and modeling of utility-scale energy storage projects. Core responsibilities include offtake pricing and valuation, scenario analysis, and financial due diligence in support of debt and tax equity financings. This role spans the full development and finance lifecycle and requires close collaboration with Commercial and Development teams, as well as senior leadership. KEY RESPONSIBILITIES: • Assist in the preparation, maintenance, and analysis of complex project finance models for energy storage projects., • Coordinate inputs from development, commercial, legal, and technical teams to support scenario and risk analysis., • Support debt sizing, tax equity structuring, and other financing analyses., • Deliver internal investment committee materials, management reports, and other strategic analyses to support investment decisions., • Prepare marketing materials for lenders and tax equity investors, including CIMs, teasers, and financial models., • Support financial close processes, including management of diligence requests, data rooms, third-party advisors, and transaction tracking items., • Assist in the review and analysis of project finance documents, including credit agreements, major project contracts, and tax equity partnership documents., • All other duties as required WORK EXPERIENCE & REQUIREMENTS: • Education: Bachelor's degree in Finance, Economics, Engineering, or a related quantitative field., • Years of experience: 2+ years of relevant experience in project finance, investment banking, or financial analysis., • Preferred experience in grid-scale batteries or renewable energy., • Proficient in Microsoft Office Suite (including Word, Excel, PowerPoint)., • Strong organizational and time-management skills. Physical Requirements: • Prolonged periods of working at a computer Powered by JazzHR NeiDrN9AUC

Job DescriptionDescriptionAbout Us: The Caturus platform founded by Kimmeridge – an alternative asset manager focused on the energy sector – supports Kimmeridge’s overarching goal of providing low-cost energy on demand with the lowest carbon footprint. Kimmeridge’s vision in creating Caturus is to build the only independent, fully integrated natural gas and LNG export platform in the U.S. through a combination of its upstream operations and via Commonwealth LNG, a 9.5 million tonnes per annum liquefied natural gas export terminal in southwestern Louisiana on the U.S. Gulf Coast. The combined entities are committed to delivering responsibly sourced, low-emission fuel to domestic and international markets. Caturus is a Houston-based, private exploration and production company seeking to materially grow production through development of deep, high pressure, dry gas windows of the Eagle Ford and Austin Chalk, as well as Haynesville formations located in Texas and Louisiana while maintaining a relentless focus on safety. Commonwealth LNG was founded by industry veterans who decided to re-engineer the LNG construction model. Using proven best practices, Commonwealth is committed to building a world-class LNG export facility while focusing on safety, managing risk and achieving best-in-class environmental standards. Job DescriptionThis role will support financial planning, budgeting, forecasting, management reporting, and strategic analysis across the organization. The Analyst, FP&A will partner with business leaders to provide financial insights, improve decision-making, and drive accountability around key financial and operational metrics. Key Accountabilities: • Support the annual budgeting process and periodic forecast updates., • Assist in developing long-range financial plans and strategic models., • Maintain and enhance financial models used to evaluate business performance and strategic initiatives., • Analyze variances between actual, budgeted, and forecasted results and identify key business drivers., • Prepare monthly, quarterly, and annual management reporting packages., • Develop dashboards and KPI reporting to provide visibility into business performance., • Perform financial and operational analyses to support executive decision-making., • Evaluate trends, risks, and opportunities impacting company performance., • Create and maintain detailed financial models, including cash flow forecasts, scenario analysis, and sensitivity analyses., • Support strategic initiatives, financing activities, business development opportunities, and special projects., • Prepare financial presentations and supporting analyses for senior leadership, investors, lenders, and Board meetings.Qualifications: Education, Certificates, and Licenses: • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.Experience:, • 2+ years of demonstrated relevant experience in investment banking or project financing requiredKnowledge, Skills, and Abilities:, • Strong financial modeling and analytical skills., • Advanced proficiency in Microsoft Excel, including financial model development., • Experience with Power BI, financial planning software, or ERP systems preferred., • Strong understanding of financial statements, budgeting, forecasting, and variance analysis., • Ability to synthesize large amounts of data into clear and actionable insights. · Excellent written, verbal, and presentation skills., • High attention to detail and commitment to accuracy., • Strong organizational skills and ability to manage multiple priorities simultaneously., • Demonstrated initiative, accountability, and critical thinking skills., • Ability to work independently while collaborating effectively in a team environment.

Job Description The Financial Analyst supports the Investment & Finance and Development teams by underwriting, modeling, and tracking the financial performance of the firm's projects across the full development cycle. You are the analytical engine behind the deal - building and maintaining the proformas, cash-flow models, and return analyses that leadership relies on to make capital decisions. You should be developing deep proficiency in real estate financial modeling and a working understanding of how entitlement, construction, leasing, and disposition decisions flow through to returns. As the Financial Analyst, you should be building the judgment to not just run the numbers, but to understand what they mean and to flag risks and opportunities to the team. You will interact with lenders, investors, and internal stakeholders, and you will represent Pontikes, LLC in a positive and professional way. Pontikes, LLC has a deep bench of experts in development, construction, and property management to learn from; the Finance Team is responsible for turning that activity into clear, decision-ready analysis. Working under the direction of the VP, Investment & Finance, your responsibilities are outlined below. To be considered for this role you must do 1 of the following things. Apply at www.satpon.com, email your resume to leasterby@satpon.com, or for more information call Lance Easterby at 832-919-3139. To insure we receive your application/resume please do not apply through Indeed, Ziprecruiter, or any other job board.* PRIMARY DUTIES & RESPONSIBILITIES • Build, maintain, and audit development proformas, cash-flow models, and return analyses (IRR, equity multiple, yield-on-cost) for active and prospective projects., • Underwrite prospective acquisitions and development opportunities, including market research, rent and sales comparables, and feasibility analysis., • Monitor project performance against underwriting assumptions and flag variances to, • Prepare investor and lender reporting packages, including quarterly updates, draw reconciliations, and capital-activity, • Support capitalization efforts by assembling lender and investor materials, sizing debt and equity, and maintaining the sources-and-uses for each, • Assist in tracking project budgets, cost-to-complete, and cash-flow forecasts in coordination with the Development Team., • Maintain the firm's financial data - deal pipeline, returns tracking, and portfolio-level roll-ups - so leadership has a current, accurate picture., • Conduct sensitivity and scenario analysis on key assumptions (rents, exit cap rates, cost, timing) to stress-test, • Support disposition analysis, including hold-sell evaluations and exit, • Prepare clear, well-organized materials for investment committee and leadership, • Coordinate with accounting and property management to reconcile actuals against projections. EXPERIENCE • 2+ years of experience in real estate underwriting, investment analysis, commercial banking, accounting, or a related analytical role., • Strong financial modeling and Excel proficiency required; ability to build and audit a proforma from the ground, • Familiarity with real estate return metrics (IRR, equity multiple, yield-on-cost) and the development cycle, • BS in Finance, Economics, Data Science or related preferred

Job Description The Staff Pad is proud to partner with a leading provider of property technology solutions in Houston, TX and we are looking to hire an experienced and qualified Financial Analyst to join their Financial Planning & Analysis team. The Financial Analyst will support the finance team by providing financial insights and analysis to drive business performance and informed decision-making What You’ll Do In this role, you will analyze financial and operational results, develop forecasts and budgets, prepare management reports, and support long-term planning initiatives Key Responsibilities • Manage the annual operating plan and coordinate bottoms-up budgets with functional leaders, • Develop and maintain integrated financial models for P&L, cash flow, budgeting, forecasting, and long-range planning, • Prepare financial analyses and business cases for strategic initiatives, operational improvements, and investment decisions, • Manage monthly and quarterly rolling forecast cycles maintaining a forward-looking perspective on financial performance and communicate financial risks and opportunities to leadership, • Partner with Accounting and business teams to analyze variances and provide insights on financial and operational performance, • Maintain multi-year financial plans to support strategic planning and organizational growth, • Evaluate new business opportunities, capital investments, and specific projects through financial modeling, cash flow analysis, and risk assessment, • Partner with functional leaders to set operating targets, challenge assumptions, and provide financial guidance through planning cycles, • Define, track, and report on key performance indicators that provide leadership with actionable insights into business performance, • Identify opportunities to automate, streamline and improve financial reporting, planning, and analytical processes, • Prepare ad hoc analyses, reports, and presentations for special projects What We Are Looking For Skills & Qualifications • Bachelor’s degree in accounting, finance, or related field, • 3–5 years of experience in FP&A, corporate finance, investment banking, or a related analytical role, • Working knowledge of international exchange rates & interest in global financial markets and impact of currency movements on business operations, • Experience with Power BI and SQL + Advanced Excel skills, • Experience with mid-market ERP systems, preferably Microsoft Business Central Additional Skills & Attributes • Strong attention to detail with the ability to multitask, prioritize, and manage time effectively, • Strong technical skills, effective communication, collaboration, and a commitment to continuous improvement, • Strong financial modeling, analytical, problem-solving, and critical-thinking skills, • Ability to work independently and cross-functionally, • Self-driven and proactive with strong response times What You Can Expect Compensation and Benefits • Competitive salary, • Medical, Dental, Vision, Insurance and Short-Term Disability, • 401(k) with employer match, • Flexible PTO for salaried employees, • EAP + Paid Parental Leave If you’re a strategic finance professional who enjoys turning complex data into meaningful business insights, this is an opportunity to make a direct impact in a growing organization. Join a collaborative team where your expertise can help shape financial strategy and support continued growth. Apply today !

Job Description Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Relationship Banker, you will play a key role in • managing, retaining, and acquiring long-lasting win-win relationships with our customers, • identifying and understanding customers’ long-term financial needs and offering tailored product and services solutions, • leveraging the bank’s latest technology products to meet our customers’ expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities • Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products, • Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan, • MLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers, • Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required, • Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange., • Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind, • Applies strong critical thinking and problem-solving skills to meet clients’ needs, • Engage and partner with team members and other lines of business to offer most appropriate products to customers based on customers’ need, • Communicates effectively and confidently while engaging with clients, • Able to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portals, • Expert in using digital resources and technologies to optimize clients’ digital banking experience, • Strong desire and ability to influence, educate, and connect customers to technology, • May perform other duties as assigned Qualifications • High school diploma or general education degree (GED) required; Bachelor’s degree preferred, • 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred, • Strong working knowledge of branch operations, • Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results, • Professional and thorough, with strong follow-up skills, • Able to adapt to new process and technologies quickly, • Strong familiarity and fluency with branch technology, mobile and online banking platforms, • Strong problem-solving, decision-making, and customer-service skills Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Job Description This job is posted on behalf of R.L. Barclay & Associates by Top Echelon. Our client, a growing Houston area law firm seeks an experienced Legal Assistant/Legal Secretary to support their Real Estate Development & Investment Practice Group. This role supports a dynamic commercial real estate practice in a fast-paced, deadline-driven environment. Qualifications: • Minimum of 3+ years of law firm experience, • Prior transactional experience required; commercial real estate experience preferred, • Advanced proficiency in Microsoft Word, including styles and redlining, as well as Adobe Acrobat, • Strong command of Microsoft Outlook, • Working knowledge of Excel and PowerPoint, • Exceptional organizational skills and the ability to manage multiple detailed tasks, • Strong verbal and written communication abilities, • Excellent interpersonal skills, teamwork mentality, and a high degree of professionalism and dedication Please reference job ID #71907. About R.L. Barclay & Associates Founded in 2012, R.L. Barclay & Associates has earned a strong reputation in the recruiting industry by consistently placing top-tier talent across a broad range of disciplines. Our areas of expertise include Legal, Mortgage, Banking, Sales, Marketing, Accounting, Information Technology, Human Resources, Administrative, Oil & Gas, and Engineering. R.L. Barclay & Associates has successfully placed hundreds of experienced professionals in law firms and corporations throughout Texas, as well as in multiple states nationwide. To learn more about our company and the current openings in our network, please visit www.rlbarclay.com.

Start date: ASAP Position: CEO for ~$40m Equity Holding Company (Rollup) Location: Remote pre-close and very likely on-site post-close (ultimately TBD) Commitment: Full-time Duration: Initial commitment of 5 years (forever if a good fit) SUMMARY: Hi! We're a holding company looking for someone to join our team. We're solving for someone with great references for: work ethic, scrappiness, rigor, being extremely organized / high attention to detail, kindness, honesty (banking and/or PE experience is a plus). If interested, we'd love to hear from you. We’re super rigid on these filters and ultimately eliminate the vast majority of candidates (typically out of several thousand applicants) based on them. Please only proceed if you think your profile matches well with these criteria (e.g., 2 or fewer jobs in last 5 yrs, stellar references, high previous job ranking/performance, ideally high undergrad GPA + GMAT, operations-not financial-focus/interests, etc.) Note: Our process will rely significantly on off-sheet references (but we will not contact your current employer without your permission, of course). TUCKER’S FARM BACKGROUND Firm Name: Tucker’s Farm Corporation Firm Website: www.tuckersfarm.com Firm Description: We are a low-profile, value-oriented holding vehicle modeled after Berkshire Hathaway that aims to acquire ~$150 million of businesses every year (~$75 million equity). The founders/investment team is composed of value investors from Apollo Global Management (~$60bn private equity group) and Viking Global Investors (~$30bn hedge fund). We have various subsidiaries or ‘platforms’ (also known as rollups, aggregations, or buy-and-builds). Each platform is capitalized with a long-term equity base (from our own capital and select partners like insurance company, endowment managers, etc.) and has the sole mandate of compounding cash flows for the long term, primarily through M&A. We have a broad mandate and look for opportunities across industries, geographies, and the capital structure, although our primary focus is on rollups. We are investing out of our recently raised $100m+ holding vehicle. OVERVIEW OF CEO ROLES & RESPONSIBILITIES Activities The role combines deploying approximately $40 million of equity through acquisitions with leading the operations of acquired assets. We are looking for an executional rock star. The role is highly hands-on and operational—messy, unglamorous, and deeply involved in the daily minutiae of small business optimization—rather than traditional allocator or investment professional work (e.g., modeling and deal analysis). Traditional financial activities will represent a small minority of the CEO’s time. Success requires rolling up your sleeves, operating with limited resources and imperfect information, and personally solving problems that would be delegated in a larger organization. Said simply, if your goal is to be Warren Buffett, this role is not for you. o M&A/Integration (20%) • Deploy approximately $40 million of equity through strategic acquisitions., • Source and evaluate acquisition opportunities in coordination with Tucker’s Farm’s M&A team., • Lead the integration of acquired businesses and develop a repeatable playbook for future platform expansion. o Operational Leadership (80%) · Lead platform operations following the acquisition of the first asset. This includes: (1) providing daily operational leadership and strategic direction across all business units; (2) overseeing budgeting, forecasting, and resource allocation through clear KPIs—and holding team members accountable for performance; and (3) leading the recruitment, training, and development of management team members. The CEO must be equally willing to set the strategy and dive into the weeds—doing whatever is required to solve problems, improve performance, and build the platform. Role Trade-offs o (+) You will be an early team member at a high-growth holding company. o (+) You will work with and learn from a highly successful PE team with a top investing track record. o (+) You will have a big title and significant autonomy and responsibility. o (+) You will have a lot of fun in a scrappy, entrepreneurial environment. o (=) You will be doing a lot of non-financial, hands-on, highly people based work (not thinking big financial or strategic thoughts). o (-) If joining a large, established company with a big brand is appealing to you or you enjoy structured environments, then this opportunity is not a fit. Qualifications o Low career turnover: excluding business school (and related internships), 2 or fewer jobs in the last 5 years o Stellar references: that speak to work ethic, kindness + honesty – our process relies heavily on ‘off-sheet’ references regarding past performance. We typically find a way to connect with 5+ past co-workers and senior people (but will not contact your current employer without your permission). o High ranking/previous performance: in previous roles, with references that will speak to that stellar performance. o Highly organized operational rockstar (not financial): high attention to detail, highly responsive, consistent, conscientious, superb at to-do lists, general execution and project management, including managing multiple workstreams and teams of people (internal and external, including sellers, advisors, lawyers, accountants, etc.). Excels at keeping the trains running on time and the t’s crossed and i’s dotted! o High undergrad GPA / GMAT: while not always relevant (especially with stellar references), we believe there can be some signal in GPA / GMAT and use it. o Investing Experience (nice to have): ideally at least 2+ years of investing/PE experience. Compensation o Slightly depends on candidate profile, but our starting base case is ~$300k - $350k/year in cash + significant equity upside. (We’re selecting for folks who view this trade as an entrepreneurial / fun /big-title-and-growth opportunity vs. a brand name opportunity, which we’re not yet) Role Application Method o Submit your resume via email to (please include some indication of previous job ranking / performance, undergrad GPA, any GMAT/GRE score) with the subject line “CEO - LAST NAME, FIRST NAME”.

Job Title: Managing Editor Location: Remote Company: Weiss Ratings, LLC About Weiss Ratings: Weiss Ratings is the nation’s leading independent provider of ratings and analysis on stocks, ETFs, mutual funds, banks, credit unions, insurance companies, and digital assets. Our mission is to empower investors with clear, unbiased financial intelligence that helps them make smarter and safer decisions. Recognized by the U.S. Government Accountability Office (GAO) and The Wall Street Journal for the accuracy and performance of our ratings, we are committed to maintaining the highest standards of editorial integrity and analytical rigor. The Opportunity: Weiss Ratings seeks an experienced Managing Editor to elevate the quality, quantity and impact of our investment and trading services. This is a brand-new role for an editor and writer with big ideas, strong editorial judgment and fluency in today’s hottest investment classes. The ideal candidate also has a clear voice and ability to deliver timely content that resonates with the interests and priorities of fiscally conservative investors. The successful candidate will manage a suite of investment newsletters whose picks come straight from the Weiss stock ratings and our proprietary algorithms that pinpoint ideal times to own those assets. They will also use our proprietary investment, banking and insurance ratings to write original articles for our website and syndication efforts. Key Responsibilities: Editorial Leadership & Content Development: Edit financial research, investment analysis, and commentary for accuracy, clarity, brevity, and logical flow. Ensure consistently high editorial standards across all publications. Contribute bylined articles, free content, and other editorial materials that support subscriber engagement and business growth. Collaboration & Subject Matter Fluency: Work closely with analysts, researchers, and internal teams to refine structure, narrative, and presentation. Develop deep fluency in Weiss Ratings’ proprietary ratings, trading systems, investment strategies, and product offerings, including Weiss Ratings Plus and technology-focused investing products. Audience Advocacy: Serve as a primary advocate for members and users of Weiss Ratings’ stock, insurance, and banking products, ensuring content meets reader needs and expectations. Maintain a strong understanding of the mindset, concerns, and interests of fiscally conservative investors. Expert Performance Oversight: Act as a champion for in-house experts while holding them accountable to editorial standards and performance benchmarks. Data & Performance Tracking: Track expert predictions, trades, and performance metrics, which form the analytical foundation of each publication. Cross-Functional Coordination: Manage editorial priorities and timelines across Copy, Marketing, Member Care, Sales, and other internal teams to meet multiple deadlines. Qualifications: • Solid background in financial, investment, or economic content., • Experience working in financial publishing (InvestorPlace, Agora, or similar firms strongly preferred)., • Proven experience as a bylined writer and editor., • Strong understanding of the interests, concerns, and motivations of fiscally conservative investors., • Obsession with accuracy across facts, figures, prices, and tickers., • Strong editorial judgment with the ability to simplify complex information without sacrificing precision., • Proven ability to collaborate in shared-document environments and function as a strong team player., • Ability to juggle multiple editorial deadlines and shifting priorities in a fast-paced environment. Technical & Work Style Skills: • Comfort working in collaborative digital workflows and shared document platforms., • Strong organizational skills and attention to detail., • Ability to give and receive constructive feedback in a deadline-driven setting. Why Join Weiss Ratings? • Be part of an independent firm with a long-standing reputation for unbiased analysis., • Play a direct role in shaping the quality, voice, and credibility of our financial research., • Work in a results-driven, remote-friendly environment with experienced professionals., • Make a meaningful impact by helping investors navigate markets with confidence. How to Apply: Submit your resume and a brief note outlining your experience and interest in the Managing Editor role. EEO Statement: Weiss Ratings prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by applicable law.

Job Description Valuations Analyst (Future Deal Team Analyst) Company Overview Main Street (www.mainstcapital.com) is a publicly traded investment firm that primarily provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies. Main Street's portfolio investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. Main Street seeks to partner with entrepreneurs, business owners and management teams and generally provides "one stop" financing alternatives within its lower middle market portfolio. Main Street's lower middle market companies generally have annual revenues between $10 million and $150 million. Main Street's middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies. Main Street has consistently been ranked as a Top 100 Place to Work in Houston (ranked in the total 100 in 2025, 2024, 2023 and 2022 within the small-company ranking category by the Houston Chronicle). Additionally, Main Street was listed on the Houston Chronicle’s “CHRON100” top performing Houston-based publicly-traded companies. We are looking for a valuations analyst to join our growing team, with the opportunity to transition to a principal investment role in the Lower Middle Market investment group. We are looking for someone that can bring their attention to detail, strong work ethic and organizational skills to our team and organization. We are searching for a self-starter with a positive attitude who will focus on getting the job done in an efficient and effective manner in a deadline sensitive environment. This position will be engaged as a member of the corporate accounting and finance team primarily assisting with the quarterly valuations of investments in our portfolio companies. This role offers the opportunity to further develop valuation/finance skills, in addition to general accounting and analysis skills. Assuming strong performance consistent with expectations, this position will have the opportunity to transition to a principal investment role in the Lower Middle Market investment group within 24 months (subject to personnel needs and performance). Responsibilities: • Assist lower middle market and middle market investment groups in the preparation of quarterly portfolio company valuation models, • Prepare and analyze valuation metrics/summary schedules, • Assist in organizing and providing valuation data to external auditors and third-party valuation consultants., • SEC reporting (10-K, 10-Q, etc.), • Management (internal) reporting and analysis, • Special projects and ad hoc reporting as directed by executive management, • Investor and Analyst presentations Skills/ Qualifications • Should exhibit strong organizational and communication skills, • Must demonstrate leadership potential and exhibit strong performance, • Should be outgoing and exhibit strong interpersonal skills, • Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines, • Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus), • Prefer candidates who currently have a CPA or CFA designation or are currently working towards one of these designations, • Significant exposure to general accounting is required (valuations/financial modeling experience is a differentiator), • 1.5-3 years of experience in banking, accounting, or related finance function (preferably through public accounting) is required, • Strong accounting and GAAP background required, • Should exhibit strong Microsoft Excel skills Future deal-team position responsibilities/experiences: • The evaluation of prospective investment opportunities., • Marketing initiatives to establish and maintain relationships with institutions and investment bankers that would provide Main Street with future deal flow., • Interactions with investment bankers to learn more about potential deal opportunities., • Management meetings with prospective portfolio companies in order to fully evaluate strengths and weaknesses of the potential investment., • Modeling, transaction structuring, and financial due diligence., • Board meetings with portfolio companies that update the investment team on investment performance and strategic initiatives., • Financial analysis and modeling to evaluate various transaction structures., • Company and industry research., • Preparation of internal investment committee presentations., • Assistance in drafting investment summaries and investment memos., • Negotiation of confidentiality agreements with investment bankers and other intermediaries., • Assistance in due diligence process through financial analysis, research, review of management and/or lender presentations, and management interviews., • Updates of portfolio company models and assumptions to represent current investment value on a routine basis., • Contact, investment bank, and transaction database management. Why join Main Street’s Growing Team? • Unique and differentiated lower middle market investment strategy https://www.mainstcapital.com/portfolio-companies/lower-middle-market • Supportive and dynamic team-based work environment, • Great compensation and benefits, • Please visit https://www.mainstcapital.com/ to learn more about our company Company Benefits At Main Street, we’re committed to creating an environment where our employees can thrive both professionally and personally. We offer comprehensive medical, dental, and vision coverage effective on your first day. Our competitive compensation package includes bonus opportunities and restricted stock awards, along with fully employer‑paid life insurance, short‑term disability, and long‑term disability coverage. Employees start with 15 days of paid time off, enjoy 12 company holidays, and receive an immediate 401(k) employer match beginning the first of the month following their hire date—without any vesting schedule. We proudly support professional development by covering licensing and continuing education costs, and we provide 100% company‑paid parking and access to an on‑site gym. Additional benefits include a Scholarship Program for dependents, volunteer time off to participate in charitable and volunteer activities, paid parental leave, and access to back-up caregiving services, among many other perks designed to support your well‑being and success. Location Our Corporate Office is in a premier office building in the Uptown/ Galleria area in Houston, Texas (1300 Post Oak Blvd, 8th Floor, Houston, TX 77056). Our Commitment Main Street Capital Corporation is an equal opportunity employer committed to diversity in recruiting, hiring, developing, compensating and promoting applicants and its employees. All employment decisions are made without regard to sex, race, color, religion, national origin or ancestry, citizenship, age, disability, marital or veteran status, sexual orientation, gender identity or expression, or any other legally protected categories.

Title: Director of M&A Integration Location: Remote + Travel Position Overview We are seeking an experienced and strategic Director of Mergers & Acquisitions (M&A) to lead and execute acquisition and investment initiatives that support the company's long-term growth objectives. This individual will play a critical role in identifying potential acquisition targets, evaluating strategic opportunities, conducting financial analysis and due diligence, and managing transactions from initial evaluation through closing and integration. The ideal candidate will possess strong financial acumen, transaction execution experience, and the ability to collaborate with senior leadership and cross-functional teams to drive successful M&A outcomes. Key Responsibilities • Lead the end-to-end M&A process, including target identification, evaluation, valuation, due diligence, negotiation, transaction execution, and post-acquisition integration planning., • Identify and assess potential acquisition targets and strategic investment opportunities aligned with corporate growth objectives., • Develop comprehensive financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, and accretion/dilution analysis., • Conduct financial, operational, and strategic due diligence to evaluate transaction risks, synergies, and potential returns., • Partner closely with executive leadership to develop and execute the company's M&A strategy., • Prepare investment presentations, transaction recommendations, and financial analyses for senior management, executive committees, and the Board of Directors., • Coordinate with internal stakeholders, including Finance, Accounting, Legal, Tax, Operations, and Human Resources, throughout the transaction lifecycle., • Manage relationships with external advisors, including investment bankers, legal counsel, consultants, and other transaction partners., • Support transaction structuring, negotiations, and the development of letters of intent, purchase agreements, and other transaction documentation., • Evaluate potential acquisition synergies, integration opportunities, and financial and operational risks., • Monitor industry trends, competitive dynamics, and market conditions to identify strategic growth opportunities., • Support post-acquisition integration planning and track transaction performance against financial and strategic objectives. Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA or CFA preferred., • 8–12+ years of progressive experience in mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a related field., • Demonstrated experience executing M&A transactions, including financial modeling, valuation, due diligence, and deal structuring., • Strong understanding of corporate finance, financial statements, accounting principles, and transaction structures., • Advanced financial modeling and analytical skills, with proficiency in Microsoft Excel and PowerPoint., • Experience working directly with senior executives, external advisors, and cross-functional leadership teams., • Excellent communication, presentation, negotiation, and relationship-management skills., • Ability to manage multiple complex transactions and priorities in a fast-paced environment., • Strong business judgment, strategic thinking, and problem-solving capabilities., • Experience with both buy-side and sell-side transactions preferred., • Prior experience in a corporate development, private equity-backed, or acquisitive organization is a plus.

About L Capital: L Capital is a specialty private equity firm that advises and invests alongside the world’s leading buyout and growth equity funds in Technology, Business Services, Consumer, and Industrial sectors. Founded in 2015, our strategy combines longstanding PE investing relationships with our global executive network to unlock and transform deal opportunities. L Capital’s Diligence & Advisory business leverages a global executive network to provide lead private equity sponsors with valuable “executive-led” deal insights across the entire investment lifecycle. Such services include deal origination, sector development, diligence support, and leadership acceleration. What We’re Looking For: The Research Associate is an integral part of the Diligence & Advisory team at L Capital. This individual will lead research on pre-deal projects with our Private Equity clients. They will conduct in-depth market analysis to map sector/company ecosystems, identify relevant targets and candidates, and advise/contribute to project strategy. They will identify and communicate with C-suite industry leaders, board members, and executives. This proprietary research and candidate communication will ultimately inform L Capital’s investment decisions. What You’ll Do: • Manage multiple research projects with changing priorities, • Work closely with senior team members to deeply understand the PE client’s needs, • Develop and execute sourcing strategies via desktop research to identify appropriate company targets and candidates, • Client-facing communication with executives and PE sponsor daily, • Maintain project records, client reports with KPIs, and vendor management, • Clearly and effectively communicate with key stakeholders to help inform investment decisions, grow the L Capital portfolio, and scale the Diligence & Advisory business, • Work in coordination with the L Capital senior leadership for fundraising and portfolio initiatives What You Will Bring: • Bachelor’s degree from an accredited undergraduate institution required, • 2-3 years' experience in business services required - B2B consulting experience, market research, talent sourcing/research, or recruiting experience preferred; priority given to candidates with software/tech, industrial, manufacturing, business services, CPG, and healthcare market experience, • Exposure to the financial services industry preferred – private equity, investment banking, venture capital, and buyside and sell side acquisition., • Experience managing and executing projects simultaneously with successful ability to course-change and iterate, • Experience working successfully independently and with multiple stakeholders, • Track record of “original thinking” - ability to problem solve on the fly and push through project obstacles, • Intellectual curiosity around new sectors, industries, business models, etc., • Highly organized with strong time management skills, • Effective, direct communication and strong interpersonal skills, • Desire to scale, innovate, and grow with a boutique professional services firm What We Offer: • Competitive base salary, • 100% employer paid premiums on healthcare, vision, and dental coverage for employee and 75% for beneficiaries, • 401k, • Parental leave, • Bi-annual performance bonus, • Flexible work environment – work from home, remotely, or from the San Francisco office, • Unlimited PTO, • Quarterly travel to various domestic and international locations for cultural events, • Carried interest in the fund, • Preferred ability to invest in the fund L Capital, LLC is an equal-opportunity employer and we welcome applicants from all backgrounds.

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners., • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders., • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future., • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. This is an excellent position for someone looking for a career in financial sales and to join a growing team with a top tier annuity provider. As an Associate on our Inbound Call Team, you will use your excellent communication and sales skills to provide detailed product information and respond to agent inquiries. As a member of our team, you will have the opportunity to conduct work that is fulfilling and meaningful. This important and highly visible role is a "front-line" position that handles advisors' inquiries regarding product features, performance data, hypothetical illustrations and literature requests. You are a sales ambassador providing our advisors exceptional experience on every call! The Internal Sales Consultant reports to an Internal Sales Manager and will work closely with other internal wholesalers, external wholesalers and advisors. Responsibilities • Successfully complete training course learning about Corebridge Financial product lines, sales processes and systems, • Become subject matter experts on Annuities and product lines. Acclimate to continuous updates and changes to products and firms rules of engagement, • Proactively learn aspects of the retirement industry and how business is conducted in the 3 major Financial Planning channels (Financial Institutions, Independent Financial Advisors, and Wire House firms), • Handle inbound calls in rapid succession, simultaneously utilizing up the Corebridge Financial systems, while striving to handle every customer interaction as successfully as possible, • Build rapport with internal departments and external sales contacts to achieve sales goals Skills and Qualifications • Strong sales skills, • Excellent communications skills, both verbal and written, • Strong Analytical skills, • Ability to learn new skills in a short amount of time, • Ability to prioritize responsibilities and multitask throughout the day, • Banking and/or financial services experience preferred, but not required, • Prior call or sales experience a plus, • Flexibility for multiple shifts a must! Shift Start Times 5 AM to 8 AM, • Bachelor's Degree preferred but not required, • FINRA licenses preferred but not required Work Location This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being., • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately., • Employee Assistance Program: Confidential counseling services and resources are available to all employees., • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000., • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work., • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

REMOTE | CAPITAL ORIGINATION / CAPITAL RAISING PROFESSIONAL (COMMISSION-ONLY TO SALARIED) | UTAH, USA About the Company Our client is an investment platform actively executing transactions and is looking to add an experienced Capital Origination / Capital Raising professional to support current and future deal activity. This is a highly entrepreneurial position suited to someone with an established network across institutional investors and capital providers. About the Role The successful candidate will be responsible for originating and securing capital for live transactions, including tax equity, debt financing and sponsor capital. Responsibilities • Originate capital for active investment opportunities., • Build relationships with tax equity investors, debt providers and sponsor capital partners., • Source and engage institutional investors, family offices, funds and strategic capital providers., • Coordinate fundraising efforts through to successful capital commitments., • Work closely with senior leadership on financing strategy and transaction execution. Qualifications • Strong background in capital raising, project finance, infrastructure, private equity, renewable energy or investment banking., • Existing network of tax equity providers, lenders, infrastructure investors or institutional capital sources., • Demonstrated ability to originate and close financing opportunities., • Self-driven and comfortable working in an entrepreneurial, performance-oriented environment., • Able to work independently in a fully remote setting. Required Skills • Strong background in capital raising, project finance, infrastructure, private equity, renewable energy or investment banking., • Existing network of tax equity providers, lenders, infrastructure investors or institutional capital sources., • Demonstrated ability to originate and close financing opportunities., • Self-driven and comfortable working in an entrepreneurial, performance-oriented environment., • Able to work independently in a fully remote setting. Preferred Skills • Experience in fundraising and capital origination., • Strong communication and interpersonal skills. Pay range and compensation package Commission-only initially, transitioning to salary/retainer upon demonstrated performance. Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Healthcare M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Healthcare M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Provide coaching and mentorship to junior team members, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Established book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News'Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. • Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer's trusted advisors, and the like., • Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries., • Participating in Trust Administrative Committee meetings as a valuable and voting member., • Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures., • Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships., • Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance., • Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors., • Minimum seven years' experience with a trust company or financial institution focusing on professional fiduciary services., • Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred, • Formal Credit training program or equivalent work experience, • Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience., • Resourceful and able to take initiative., • Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment., • Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources., • Strong ability to develop, cultivate and maintain client relationships with increased complexity., • Strong ability to interact, negotiate and influence at more senior levels of the organization., • Demonstrates expected utilization of Salesforce and drives towards critical metrics. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for a senior Investment Banking Associate to join our Depositories team within the Financial Services group in our Houston, TX office. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: • Bachelor's degree and 1+ years of investment banking experience at the associate level or closely related experience, • Meaningful M&A transaction experience, particularly on sell-side M&A, • Strong knowledge of corporate finance, accounting and financial modeling, • Excellent business writing skills, including the ability to write compelling selling memorandums and presentations, • Ability to build relationships and establish trust with internal and external stakeholders, • Highly motivated, team player with an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary range for individuals expressing interest in this position is $175,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, • Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days., • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services., • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Sets and accomplishes goals, achieving whatever you put your mind to., • Builds and nurtures strong relationships., • Collaborates effectively with others to get things done., • Communicates effectively and confidently and is comfortable engaging all clients., • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment., • Likes to learn, adapts to new information and seeks the right solutions for clients., • Efficiently manages your time and capacity., • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Bi-lingual Spanish speaking, • Strong computer skills with an ability to multitask in a demanding environment., • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)., • Obtained your insurance licenses. Skills: • Account Management, • Advisory, • Client Experience Branding, • Customer and Client Focus, • Oral Communications, • Active Listening, • Attention to Detail, • Client Solutions Advisory, • Issue Management, • Pipeline Management, • Causation Analysis, • Client Management, • Policies, Procedures, and Guidelines, • Risk Management, • Written Communications Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Schedule: • Monday - Friday and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The OCFO team provides strategic finance, operational, technical accounting and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations and consulting, the OCFO team provides holistic perspectives and capabilities to deliver unparalleled results. The Managing Director, Office of the CFO role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. As a senior leader in the OCFO function, this role offers a unique opportunity to shape and scale both controllership and strategic finance capabilities for our clients. Reporting directly to the OCFO Practice Line Leader, this Managing Director will lead high-impact client engagements, originate new business and steer internal initiatives that advance our market positioning. This individual will operate at the intersection of technical accounting, financial strategy, analytics, process transformation and business development. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead full-lifecycle client engagements across strategic finance, data analytics, accounting advisory, finance transformation, finance function integration and separation and interim financial leadership, • Advise executives, private equity sponsors, lenders, and management teams on critical financial initiatives including FP&A, budgeting, forecasting, scenario planning and value creation strategies, • Provide strategic and technical guidance on complex accounting standards such as ASC 606, ASC 842 and assist clients in transaction-related accounting and financial reporting matters, • Lead clients through transformation and transaction scenarios (M&A, carveouts, operating model transformation, technology implementation, business sales/acquisitions), • Build, deploy, and maintain scalable processes, frameworks, methodologies, and analytical tools that yield step-function improvements for middle-market OCFO functions, • Design, enhance, and integrate performance indicators, dashboards and technology-driven visibility tools using analytics platforms (Power BI, Tableau, SQL, Python, etc.) across diverse datasets, • Recommend and lead implementations of ERP, financial close, consolidation, and automation systems to improve efficiency, accuracy and controls, • Oversee and manage multiple concurrent workstreams and engagements, providing technical and business advisory, and interim management, as required, • Provide coaching and mentorship to junior team members, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Lead talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven culture Qualifications • Bachelor's degree from a top undergraduate program, • Located in or willing to relocate to Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of progressive experience in financial consulting, strategic finance, audit, banking or performance improvement, with exposure to middle-market companies, • Experience leading finance and accounting functions and / or finance transformations, • Expertise in creating and implementing analytical, data-driven solutions using modern tools and technologies (Power BI, Tableau, SQL, Python, etc.), • Experience recommending, selecting or deploying ERP and financial technology tools (NetSuite, Sage Intacct, Dynamics, OneStream, FloQast, Adaptive, Kyriba, etc.), • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments $750,000 - $1,100,000 a year In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate's qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above.

The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream and/or downstream oil and gas industry is required; some technical upstream experience is preferred. As a cross-product industry team, Analyst in the Oil & Gas Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analyst typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: • Conduct extensive quantitative economic, industry and company research and analysis, • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing, • Evaluate risk/return parameters of financing transactions, • Financial modeling, valuation, comparable & relative value analyses and market-specific analysis, • Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities, • Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources, • Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution, • Assist in the development and continued cultivation of client relationships Qualifications : • Bachelors degree in Finance, Accounting or Economics, • At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred, • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis, • Must have experience in the general Energy sector, • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions, • Ability to manage multiple projects simultaneously, • Ability to work under pressure and adhere to tight deadlines, • Strong written and oral communication skills and ability to convey ideas, • Creativity and intellectual curiosity, • Ability to work independently and must be able to work effectively in a team environment, • Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office, • Series 79 & 63 Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Join JPMorganChase Commercial Real Estate and help deliver best-in-class financial solutions across all major real estate asset types: multifamily, retail, industrial and office properties as well as their respective sub asset types. You'll partner with leading developers, investors, REOCs, and funds to finance high-quality real estate investments at both the asset and entity level. Bring your credit expertise to a platform with broad national capabilities, deep market knowledge, and meaningful client impact. As a Senior Credit Originator in Real Estate Banking (REB), you oversee and drive the new loan origination process for commercial real estate clients. You apply strong knowledge of the commercial real estate industry, banking rules and regulations, and hands-on experience administering construction and term loans secured by real estate. You independently manage dynamic credit situations while leading effectively to optimize team resources and deliver accurate, timely results. Job Responsibilities • Evaluate new loan opportunities and drive strategic new business opportunities by identifying strengths and weaknesses of proposed transactions, • Contribute to the development and execution of client strategies in collaboration with Client Executives, • Structure complex loans and coordinate the credit approval process with Underwriters, Client Executives, and Credit Executives, • Present proposed loan transactions to senior management by clearly articulating the reasoning behind recommended credit decisions, • Review underwriting materials, Investment Committee Memorandums, Credit Approval Packages, and Risk Rating recommendations, • Prepare and negotiate term sheets and negotiate loan documentation, • Coordinate the real estate closing process, including reviewing due diligence, • Oversee compliance with underwriting standards and guidelines, credit approval requirements, and related policies and procedures for new originations, • Assist with training and development of junior staff members and, where applicable, manage staff Required Qualifications, Capabilities and Skills • 10+ years of commercial banking/lending experience, including extensive credit, structuring, closing, and loan documentation experience, • Experience in Commercial Real Estate Credit, • Communicate clearly and diplomatically, including expressing and supporting opinions, listening thoughtfully to feedback, and articulating positions to senior management, • Build strong relationships with clients, counsel, product partners, and senior management through superior interpersonal skills, • Significant accounting and finance knowledge, along with strong real estate fundamentals and concepts, • Strong analytical and business writing skills and proficiency with Microsoft Word, Microsoft Excel, and Microsoft PowerPoint, • Hold a BA/BBA Preferred Qualifications, Capabilities and Skills • Possess knowledge of JPMorganChase or similar bank policies and procedures, • Completion of a major corporate banking credit training program, • Hold a MBA The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies, • Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions, • Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth, • Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy, • Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor, • Builds relationships with internal service providers based on client needs and asset thresholds, • Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!, • Build connections to grow your network and business., • Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients., • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals., • Learn about the full suite of financial solutions., • Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field., • Marketing strategies to reach wider audiences with greater appeal., • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves., • Potential opportunities for professional growth., • Leadership opportunities, including leading client and conference seminars We're a culture that: • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers., • Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals., • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world., • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience., • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs., • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: • Currently holds FINRA Securities Industry Essentials (SIE), • 4+ years of progressive professional and/or military experience, • 2+ years of experience in the investments industry, • Ability to obtain Series 7 and 66 licenses within allotted program time, • Is a self-starter who efficiently manages time and capacity, • Sets and accomplishes goals, achieving whatever one sets their mind to, • Builds and nurtures strong relationships, • Collaborates effectively with others to get things done, • Communicates effectively and confidently and is comfortable engaging all clients, • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment, • Likes to learn, adapts to new information and seeks the right solutions for clients, • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: • Experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Strong computer skills and the ability to multitask in a demanding environment, • Bachelor's Degree, preferably in business-related field, • Proven ability to partner and promote lead generation, • Experience balancing investment management, sales activities and new client development, • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), • Obtained insurance licenses Skills: • Account Management, • Client Investments Management, • Client Management, • Client Solutions Advisory, • Relationship Building, • Advisory, • Business Development, • Fraud Management, • Pipeline Management, • Portfolio Management, • Client Experience Branding

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: • Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs, • Determine which financial products are suitable for the client's unique circumstances, • Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance, • Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence, • Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation, • Refer and partner with other financial services within other U.S. Bank channels, as appropriate Discover How You'll Thrive! • An approachable and accessible leadership team that is dedicated to your success and career development, • A rich product portfolio and open architecture so you can do what is best for your clients, • A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients, • Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently, • All the resources of a Fortune 150 company with the personal feel of a smaller company, • Marketing warm leads and qualified referrals from across the organization, • Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools Learn more in our digital handbook Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments For You: • Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave, • Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team, • Work in a collaborative environment with a high-performing team, • Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement Basic Qualifications • Bachelor's degree, or equivalent work experience, • Three to five years of experience in a financial sales position, preferably working with the affluent client segment, • FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications • Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding, • Extensive knowledge of the securities industry, including investment and insurance products and services, • Knowledge of private banking products and services, including credit processes and policies, • Strong presentation abilities, • Strong relationship management, sales, and new business development skills, • Well-developed analytical and problem-solving skills, • Excellent interpersonal, verbal, and written communication skills, • Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

The Business Development Consultant is responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities • Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams., • Manage timelines, and deliverables for field execution., • Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice., • Monitor progress, identify risks, and resolve issues that arise during implementation., • Collect and analyze feedback from field teams and clients to inform continuous improvement., • Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities • Bachelor's degree in Business, Finance, or related field, • 7 + years of experience in business development, project management, sales management or implementation roles within financial services., • Proven track record of managing complex projects and cross-functional teams., • Strong organizational, analytical, and problem-solving skills., • Excellent communication, presentation and stakeholder management abilities., • Knowledge of financial products, services, and regulatory requirements., • Experience in coaching Advisors or a sales team, • Travel required 50% of the time Required Licensing • A valid and active Series 7 is required, • If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam, • A valid and active Series 66 (63/65) is required. Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills • Executive presentation and communication skills, • Change management, • Cross-functional collaboration, • Data analysis and reporting, • Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Director Location: Remote Hours: Monday–Friday, 9:00 AM–6:00 PM U.S. Central Time Start Date: Immediate Division: Investment Banking Job Description Post Oak Group is seeking an experienced investment banking and fundraising professional to serve as Director – Pitch Coaching & Fundraising Strategy. This is a senior, client-facing role focused on helping founders, CEOs, and management teams improve how they present their companies to investors and position their fundraising opportunities. The ideal candidate has 5+ years of experience across investment banking, venture capital, private equity, transaction advisory, corporate finance, startup fundraising, investor relations, or a closely related field, with significant experience preparing executives for investor presentations and capital-raising conversations. The Director will lead pitch coaching sessions, fundraising strategy meetings, and management preparation calls. The role is highly focused on improving the quality, clarity, credibility, and effectiveness of investor presentations. This person should be able to quickly assess a company’s investment story, identify weaknesses in the pitch, anticipate investor objections, and coach management teams on how to communicate their business model, financial performance, growth opportunity, competitive positioning, valuation, and capital needs more effectively. The Director will also help clients refine their fundraising strategy, including investor targeting, positioning, transaction timing, messaging, and meeting preparation. This role requires strong executive presence, commercial judgment, and the ability to provide direct, constructive feedback to founders and senior executives. The successful candidate must be comfortable challenging management teams when their messaging, assumptions, presentation style, or fundraising strategy requires improvement. This is not a junior execution role. The Director will be expected to independently lead senior-level advisory and coaching sessions while working closely with Post Oak Group’s deal teams. Responsibilities • Lead pitch coaching sessions with founders, CEOs, and senior management teams., • Prepare clients for investor meetings, management presentations, diligence calls, and follow-up discussions., • Evaluate pitch decks and management presentations from an institutional investor perspective., • Identify weaknesses in messaging, presentation structure, investment thesis, financial narrative, valuation expectations, and overall positioning., • Coach executives on how to communicate their business model, market opportunity, competitive advantage, growth strategy, financial performance, and use of proceeds., • Help management teams anticipate and respond effectively to difficult investor questions and objections., • Advise clients on fundraising strategy, investor positioning, transaction timing, and investor targeting., • Provide direct and constructive feedback on executive communication, presentation style, clarity, credibility, and delivery., • Help clients strengthen their overall investment narrative and ensure consistency across pitch decks, financial models, CIMs, teasers, and investor discussions., • Review financial forecasts, KPIs, valuation assumptions, transaction structures, and other supporting materials relevant to the pitch., • Work closely with internal deal teams to understand each transaction and align pitch strategy with the broader fundraising process., • Conduct role-play sessions and simulated investor meetings to prepare clients for live investor interactions., • Identify common investor concerns and help management teams develop clear, credible responses., • Manage multiple client engagements and coaching sessions simultaneously across different industries and business models., • Maintain high standards of professionalism, responsiveness, preparation, and follow-through. Requirements • 5+ years of professional experience in investment banking, venture capital, private equity, transaction advisory, corporate finance, startup fundraising, investor relations, or a closely related field., • Significant experience working directly with founders, CEOs, management teams, investors, or senior executives., • Demonstrated experience leading investor presentations, pitch preparation, fundraising strategy meetings, or executive coaching sessions., • Strong understanding of institutional investor expectations and how investors evaluate companies and transactions., • Ability to quickly identify weaknesses in investment narratives, business models, financial assumptions, positioning, and presentation materials., • Strong executive presence and the ability to provide candid, constructive feedback to senior executives., • Exceptional spoken and written English, with the ability to communicate naturally and persuasively with U.S.-based clients., • Strong understanding of fundraising strategy, valuation, capital structure, dilution, investor targeting, and transaction dynamics., • Ability to review pitch decks, financial models, forecasts, CIMs, teasers, and investor materials from a strategic perspective., • Strong analytical and commercial judgment., • Excellent presentation, communication, and coaching skills., • Ability to manage multiple clients, meetings, and deadlines simultaneously., • Highly organized with strong attention to detail and consistent follow-through., • Comfortable working independently and taking ownership of senior-level client interactions in a fast-paced remote environment., • Experience at an investment bank, VC/PE fund, Big Four transaction advisory practice, startup advisory firm, or venture-backed company strongly preferred., • Experience coaching executives or preparing management teams for investor presentations strongly preferred., • Must be available to work Monday through Friday from 9:00 AM–6:00 PM U.S. Central Time., • Must be available to start immediately. Why The Post Oak Group The Post Oak Group delivers institutional-quality investment banking advisory with boutique-level service and direct senior involvement. We advise companies and business owners on complex financial transactions and help management teams communicate their opportunities effectively to sophisticated investors.

We are seeking an experienced Administrative Assistant to provide comprehensive support to senior leadership and cross-functional teams.The ideal candidate will bring strong organizational skills, discretion, and the ability to manage competing priorities in a fast-paced environment.Provide direct s

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). As the owner

Act as backup to other department staff members as needed this is a high priority.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At DT Midstream (DTM), we've got the energy to achieve great things! DTM owns and operates a diverse, integrated portfolio of midstream pipeline, storage and gathering assets, allowing us to provide a comprehensive set of midstream services to our customers across the Southern, Northeastern and Midwestern United States and into Canada. DTM is an energy industry leader with more than 20 years of proven success and our focus is to be safe, caring, dependable and efficient in all we do. Role Overview A high-impact, high-visibility role for a finance professional who thrives in a fast-paced, analytically rigorous environment. Reporting to the Manager of FP&A and partnering closely with Commercial & Business Development and Operations leadership, this position plays a critical role in evaluating and providing decision support for strategic growth initiatives, capital investments, and business operations. The role requires sound judgment, initiative, and the ability to work both independently and collaboratively, with results reviewed through the achievement of set goals and adherence to policies and procedures. Key Responsibilities • Lead end-to-end financial modeling and analysis for midstream expansion projects, acquisitions, and commercial opportunities, • Evaluate investment opportunities by developing detailed economic models, including production forecasting, well economics, return metrics, and scenario/sensitivity analysis, • Partner closely with Commercial & Business Development and Facility Planning leaders to assess deal structures, pricing strategies, and financial returns, • Translate complex financial and operational data into clear, actionable insights and recommendations, • Prepare high-quality presentations and decision-support materials for senior leadership, executive committees, and Board-level discussions, • Support long-term planning, forecasting, and performance reporting for assigned business units, • Collaborate with Operations to monitor performance, refine forecasts, and improve financial visibility into ongoing projects, • Performs all other related duties as assigned What We Are Looking For • Proven ability to work independently and collaboratively in a fast-paced, performance-driven environment, • Advanced financial modeling skills, including scenario analysis and investment evaluation (IRR, NPV, payback, sensitivities), • Strong business partnering mindset with the ability to influence cross-functional stakeholders, • Strong communication and presentation skills, with the ability to effectively communicate at all levels of the organization, • Strong team orientation with a commitment to group success; proactively supports teammates, shares knowledge, and contributes to a collaborative, high-performing team environment, • Intellectual curiosity, ownership mentality, and a proactive, solutions-oriented approach Qualifications • Bachelor's degree (or equivalent) from an accredited college or university in Finance, Accounting, Economics, Business, or related field, • 6 years of relevant experience in FP&A, investment analysis, corporate finance, or related analytical roles, • Experience in forecasting, building financial models, and developing materials for senior leadership Preferred Qualifications • Experience in energy, midstream, or upstream oil & gas analysis, • Background in investment banking, corporate development, or asset valuation, • CFA designation, • Master's degree (or equivalent) from an accredited college or university in Business, Economics, Finance, or Accounting, • Experience leveraging data analytics, automation, or AI tools in financial modeling and analysis Why This Role • Direct exposure to senior leadership and strategic decision-making, • Opportunity to influence high-value capital allocation decisions, • Highly collaborative environment with Commercial & Business Development and Operations leadership, • A role designed for high performers seeking ownership, impact, and growth

Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Relationship Banker, you will play a key role in managing, retaining, and acquiring long-lasting win-win relationships with our customers; identifying and understanding customers' long-term financial needs and offering tailored product and services solutions; leveraging the bank's latest technology products to meet our customers' expanding needs. We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. • Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products, • Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan, • MLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers, • Maintain a thorough knowledge of the bank's deposit, loan and ancillary products and an understanding of the qualifications required, • Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange., • Highly motivated self-starter with a strong work ethic and focus on results with clients' best interest in mind, • Applies strong critical thinking and problem-solving skills to meet clients' needs, • Engage and partner with team members and other lines of business to offer most appropriate products to customers based on customers' need, • Communicates effectively and confidently while engaging with clients, • Able to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portals, • Expert in using digital resources and technologies to optimize clients' digital banking experience, • Strong desire and ability to influence, educate, and connect customers to technology, • Perform other duties as assigned, • High school diploma or general education degree (GED) required; Bachelor's degree preferred, • 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred, • Strong working knowledge of branch operations, • Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results, • Professional and thorough, with strong follow-up skills, • Able to adapt to new process and technologies quickly, • Strong familiarity and fluency with branch technology, mobile and online banking platforms, • Strong problem-solving, decision-making, and customer-service skills Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. The base pay range for this position is USD $20.00/Hr. - USD $21.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding., 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies., 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs)., 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system., 5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners., 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts., 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: 1. Master's degree in business, accounting, finance, or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS, Certified Trust and Financial Advisor CTFA, Chartered Life Underwriter CLU, CRPC Chartered Retirement Planning Counselor, or ChFC Chartered Financial Consultant., 2. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job Responsibilities • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications, Capabilities, and Skills • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings. Preferred Qualifications, Capabilities, and Skills • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates over $350 billion of real estate in more than 260 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, managing over one million units/beds globally. Across its platforms, Greystar has nearly $79 billion of assets under management, including over $34 billion of development assets and over $36.5 billion of regulatory assets under management. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. This position is responsible for coordinating the community's marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals. Essential Responsibilities: • Performs all sales and leasing activities to achieve the community's revenue and occupancy goals by greeting and qualifying prospects, conducting community tours and showing apartments, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing., • Inspects apartments prior to resident move-in and ensures apartments are in move-in ready condition and schedules any outstanding item to be addressed with the maintenance team., • Stays informed about current market and competitor conditions that may impact the community's occupancy and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the community's established policies related to concessions, specials, and other programs to boost occupancy., • Designs and executes marketing activities to create and drive traffic to the community, including implementing resident referral and employer outreach programs, using internet marketing tools (Craigslist, Facebook, e-mail, and other websites), and following other community-specific marketing plans, drives, and special programs., • Uses the on-site property management software (OneSite, Yardi, etc.) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents., • Ensures that the community and show units meet the Company's standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the community's maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities., • Follows-up with prospects and new residents to ensure satisfaction by sending e-mail, thank-you notes, and cards or making telephone calls or other contacts to finalize decisions to lease and/or renew., • Executes and performs activities in support of the community's lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time., • Responds quickly and courteously to resident and client/owner concerns and questions, and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s). Required Licenses or Certifications: • Incumbents must have all licenses and/or certifications as required by State and Local jurisdictions, • Incumbents must have valid driver's license to operate a golf cart on property., • Incumbents need to be able to stand, walk, and/or sit for extended periods of time and bend, stoop, climb ladders, reach, carry objects, and crawl in confined areas., • Incumbents must be able to work inside and outside in all weather conditions (rain, snow, heat, hail, wind, sleet)., • Incumbents must be able to push, pull, lift, carry, or maneuver weights of up to twenty-five (25) pounds independently and fifty (50) pounds with assistance., • Rare or regular travel may be required to assist other properties as needed, attend training classes, business meetings, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position., • Incumbents must be able to work a flexible work schedule, which includes taking "call" during evenings, weekends and holidays. The hourly range for this position is $15.50 - $20.00 Many factors go into determining employee pay within the posted range including business requirements, prior experience, current skills and geographical location. • Corporate Positions: In addition to the base salary, this role may be eligible to participate in a quarterly or annual bonus program based on individual and company performance., • Onsite Property Positions: In addition to the base salary, this role may be eligible to participate in weekly, monthly, and/or quarterly bonus programs. Robust Benefits Offered*: • Competitive Medical, Dental, Vision, and Disability & Life insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service., • Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure., • For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability., • 6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter)., • 401(k) with Company Match up to 6% of pay after 6 months of service., • Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy)., • Employee Assistance Program., • Critical Illness, Accident, Hospital Indemnity, Pet Insurance and Legal Plans., • Charitable giving program and benefits. *Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority. Greystar will consider for employment qualified applicants with arrest and conviction records. Greystar is an equal opportunity employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable law. Important Notice: Greystar will never request your banking details or other sensitive personal information during the interview process. Greystar does not conduct any interviews via text or messaging, and all communication will come from official Greystar email addresses (@greystar.com). If you receive suspicious requests, please report them immediately to AskHR@greystar.com.