Trabajos investment banking en Vancouver, WashingtonCrear alertas

Job Description Marketing Lead Job Summary Fisher Investments is seeking a results-driven Marketing Lead to help develop, execute and optimize marketing initiatives designed to increase brand awareness, generate qualified leads and support business growth. This role will work closely with marketing, sales, creative, digital and analytics teams to execute integrated campaigns across multiple channels. The ideal candidate is a strategic and analytical marketer who can balance creative thinking with data-driven decision-making and has experience managing campaigns from concept through execution and performance analysis. Key Responsibilities • Develop and execute integrated marketing campaigns across digital, email, paid media, content and other marketing channels, • Manage marketing projects and campaigns from initial strategy through launch, optimization and reporting, • Analyze campaign performance, customer behavior and market trends to identify opportunities for growth, • Monitor key performance indicators (KPIs), lead generation, conversion rates, engagement and return on marketing investment, • Partner with internal teams to develop compelling marketing content, messaging and promotional materials, • Coordinate with creative, digital, sales and other cross-functional teams to ensure campaigns are delivered on time and aligned with business objectives, • Conduct market and competitor research to identify trends and new opportunities, • Support audience segmentation, targeting and personalization initiatives, • Test and optimize marketing campaigns, messaging, landing pages and other customer touchpoints, • Manage multiple projects simultaneously while maintaining quality, accuracy and deadlines, • Present campaign results and strategic recommendations to leadership and key stakeholders, • Ensure marketing communications align with company brand standards and applicable financial-services regulations, • Stay current on emerging marketing technologies, platforms, trends and best practices Qualifications • Marketing experience, preferably in financial services, investment management, insurance, banking or another regulated industry, • Experience in a management, leadership, or supervisory role, • Bachelor's degree in Marketing, Business, Communications or a related field preferred, • Experience managing multi-channel marketing campaigns, • Strong analytical and problem-solving skills with the ability to translate data into actionable recommendations, • Excellent written and verbal communication skills, • Strong project management and organizational abilities, • Experience with CRM, marketing automation, analytics and digital marketing platforms, • Ability to collaborate effectively with cross-functional teams, • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment, • Demonstrated ability to take ownership of projects and drive them through completion Preferred Skills • Experience with paid digital advertising, email marketing and lead-generation campaigns, • Knowledge of Google Analytics, CRM platforms and marketing automation tools, • Experience with A/B testing, conversion-rate optimization and marketing analytics, • Familiarity with financial services and investment marketing, • Experience using data and customer insights to improve marketing performance What We're Looking For We're looking for a proactive marketing professional who is strategic, analytical, creative and results-oriented. The successful candidate will be comfortable working independently, collaborating across departments and using data to continuously improve marketing performance.

Job DescriptionD.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10 week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. Qualifications: All Majors with a minimum 3.5 GPA. Junior in college. Excellent verbal and written communications skills. Self-motivated, with a strong desire to excel in a challenging field. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.). Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Teamwork skills and strong work ethic. Flexibility to work long hours, nights, and weekends, as needed for workflow. In this role you will: · Research and provide presentation / research material for pitch books, memorandums, presentations and other projects · Develop financial modules to analyze a wide variety of client-specific projects. · Collaborate with an industry team from peer analysts to managing directors. · Work on various projects to support client relations · Support business development activities of senior investment bankers · Monitor and update contact/deal database as needed for specific deal teams · Assist deal teams with other necessary day to day responsibilities Qualifications: • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA., • Junior in college., • Excellent verbal and written communications skills., • Self-motivated, with a strong desire to excel in a challenging field., • Working knowledge of business software (especially Word, Excel and PowerPoint)., • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Teamwork skills and strong work ethic., • Flexibility to work long hours, nights, and weekends, as needed for workflow.In this role you will:, • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Work on various projects to support client relations, • Support business development activities of senior investment bankers, • Monitor and update contact/deal database as needed for specific deal teams, • Assist deal teams with other necessary day to day responsibilities During this internship, you will be paid on a bi-weekly basis at an annualized salary rate of $70,304 . At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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

Job Title: Compliance Director– Regulated Medical Waste & Environmental Compliance Position Summary The Compliance Director provides hands-on leadership to direct regulatory compliance across all regulated medical waste (RMW) transportation, transfer, and processing operations. Working closely with Executive, Logistics, and Facility leadership, this role ensures the company maintains strict adherence to federal, state, and local requirements. The ideal candidate pairs deep expertise in RMW transporter and facility permitting with a comprehensive command of specialized wastes, including RMW (blood/body fluids, sharps, pathological, microbiological, animal waste, etc.), trace chemotherapy, hazardous/non-hazardous pharmaceuticals, and RCRA hazardous materials. Key Responsibilities Compliance, Safety, Auditing • Waste Segregation: Direct strict point-of-use separation of all Regulated Medical Waste (RMW) biological streams from non-RMW chemical and pharmaceutical streams to maintain legal compliance, eliminate safety cross-contamination risks, and optimize facility disposal costs., • Regulatory Adherence: Monitor and enforce compliance with federal and state standards set by OSHA and the EPA. Coordinate and support regulatory inspections, agency inquiries, permit applications, permit modifications, and corrective-action responses., • OSHA Program Management: Oversee OSHA compliance programs, including Bloodborne Pathogens, Hazard Communication, PPE, injury recordkeeping, LOTO, powered industrial trucks, emergency response, and employee training., • Internal Audits: Conduct routine internal compliance audits of facilities, transportation practices, manifests, shipping documentation, training records, permits, and operating procedures., • SOPs & Corrective Actions: Develop and standardize compliance policies, SOPs, inspection forms, and training programs; investigate compliance deficiencies and track corrective actions through closure., • Subject Matter Expertise: Monitor regulatory changes and serve as the primary company resource for questions involving RMW transportation, waste acceptance, transfer, storage, treatment, and disposal. Facility & Environmental Operations • Facility Permitting: Maintain all permits, licenses, registrations, renewals, inspections, reporting requirements, and regulatory deadlines associated with transfer stations, treatment facilities, and processing operations., • Stream-Specific Waste Oversight: Manage state-specific requirements governing infectious waste, biomedical waste, sharps, trace chemotherapy, pathological tissues, and both hazardous (RCRA) and non-hazardous pharmaceutical waste streams., • Reporting & Deadlines: Maintain a centralized regulatory calendar and permit database; prepare and submit required federal, state, and local regulatory reports accurately and on time. Transporter & Logistics Compliance • Permit & License Management: Maintain and renew all required RMW transporter permits, registrations, authorizations, and licenses across all operating states and jurisdictions., • Shipping Standards: Ensure total compliance with requirements for packaging, labeling, marking, documenting, handling, loading, transporting, transferring, storing, and delivering RMW., • DOT Hazmat Oversight: Manage applicable DOT hazardous materials regulations for RMW and hazardous waste shipments, including shipping papers, packaging requirements, markings, labels, and employee training., • Expansion Support: Support regulatory due diligence and compliance integration for company acquisitions and new market expansion. Qualifications • Experience: Minimum of 5 years of hands-on experience in regulated medical waste, environmental services, healthcare waste, hazardous materials transportation, waste processing, or another highly regulated environmental industry., • Technical Expertise: Strong working knowledge of RMW transporter permitting, DOT hazardous materials requirements, OSHA standards, state medical waste regulations, and RCRA hazardous waste generator classifications., • Education (Preferred): Bachelor’s degree in Environmental Science, Chemistry, or a related field; or Certified Hazardous Materials Manager (CHMM) certification Work Environment: Work from Home Travel Requirements (25% travel): Must be able to travel to Cyntox facilities, transfer stations, offices, etc., for audits, meetings, and other work-related activities COMPANY BACKGROUND About Cyntox Cyntox is a multi-state provider of collection, transportation, and disposal services for biohazardous waste, sharps, and related waste streams. The company ensures full regulatory compliance across the entire waste lifecycle, from generation through final disposition, supporting customers in meeting complex federal and state requirements. Cyntox currently operates across 26 U.S. states, with a growing network of facilities concentrated in the Heartland, Midwest, and Eastern regions. About Igneo Igneo Infrastructure Partners (“Igneo”) is an autonomous investment team in the First Sentier Investors Group. It invests in high-quality, mature, mid-market infrastructure companies in the utilities and transport sectors in the UK, Europe, North America, Australia and New Zealand. Operating since 1994, the team works closely with portfolio companies to create long-term sustainable value through innovation, a focus on ESG and proactive asset management. Today, Igneo manages $14.8 billion worth of assets on behalf of more than 120 investors around the world. About First Sentier Investors First Sentier Investors manages more than $150 billion in assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide. The firm operates as a standalone global investment management business with offices across Europe, the Americas, and Asia Pacific. First Sentier Investors' expertise spans a range of asset classes and Igneo Infrastructure Partners investment sectors, focused on delivering sustainable investment success based on responsible investment principles. Formerly known as First State Investments, the firm was acquired from the Commonwealth Bank of Australia in August 2019 by Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc.

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.

Valuation: Complex Securities - Managing Director CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm serving as a trusted partner to CFOs and their organizations. We help clients address complex challenges across accounting, financial reporting, transactions, regulatory compliance, valuation, and business transformation. We combine deep technical expertise with a hands-on, entrepreneurial approach to help leading companies move forward with confidence. CFGI is seeking an experienced Managing Director to help lead and expand our Complex Securities Valuation practice. The Complex Securities team advises clients on the valuation of sophisticated financial instruments and equity-based arrangements, including options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, and stock-based compensation. Managing Directors serve as senior trusted advisors to executives, finance leaders, boards, auditors, and other stakeholders. They take ownership of strategic client relationships, lead the most complex valuation engagements, drive business development, develop senior professionals, and contribute directly to the continued growth and market position of CFGI's Valuation practice. Roles & Responsibilities: • Serve as the executive engagement leader and senior technical advisor on complex securities valuation engagements., • Advise CFOs, Controllers, CAOs, finance executives, auditors, boards, and other senior stakeholders on complex financial-instrument and equity-related valuation matters., • Lead valuations involving options, warrants, convertible debt and preferred securities, embedded derivatives, contingent consideration, earnouts, stock-based compensation arrangements, and other complex instruments., • Oversee the application of appropriate valuation methodologies, including option pricing models, Black-Scholes models, Monte Carlo simulations, lattice models, discounted cash flow analyses, and other advanced valuation techniques., • Provide senior-level guidance on valuation matters associated with financial reporting, transactions, capital markets activity, equity compensation, and other strategic corporate events., • Lead engagement scoping, methodology selection, staffing, execution, technical review, quality assurance, project economics, timelines, and final client delivery., • Review and challenge valuation assumptions, methodologies, models, analyses, and conclusions prepared by engagement teams., • Communicate complex valuation concepts and conclusions clearly to executive management, audit teams, valuation specialists, boards, and other stakeholders., • Build and maintain long-term client relationships while identifying opportunities to expand existing engagements and introduce additional CFGI services., • Drive business development through relationship building, opportunity identification, proposal leadership, solution development, networking, market-facing activity, and pursuit of new client relationships., • Partner with CFGI professionals across Valuation, Finance & Accounting Advisory, Transaction Advisory Services, Tax, and other practice areas to develop integrated client solutions., • Mentor and develop Directors, Senior Managers, Managers, and Consultants while creating opportunities for technical development, client leadership, and career progression., • Contribute to recruiting, performance management, training, methodology development, quality initiatives, thought leadership, and broader practice development., • Monitor emerging valuation practices, accounting developments, transaction structures, and market trends relevant to complex securities and translate them into practical client solutions. What you must have: • 10+ years of experience in valuation, financial advisory, transaction advisory, consulting, investment banking, or another professional environment involving the valuation of complex financial instruments or securities., • Significant experience leading client-facing complex securities valuation engagements involving financial instruments, equity-linked securities, derivatives, stock-based compensation, or similar complex valuation matters., • Experience serving as a senior relationship owner or trusted advisor to executive-level client stakeholders while overseeing complex engagements and multidisciplinary teams. What sets you apart: • Experience leading valuations of options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, or other complex financial instruments., • Experience leading valuation work related to stock-based compensation and other equity-based arrangements., • Experience applying advanced valuation techniques such as option pricing models, Black-Scholes, Monte Carlo simulation, lattice models, or comparable methodologies., • Experience advising clients on complex valuation matters arising from transactions, capital raising, public-company reporting, equity compensation, or other significant corporate events., • Experience reviewing complex valuation models, assumptions, methodologies, analyses, and client-facing valuation reports., • Experience working directly with CFOs, Controllers, CAOs, auditors, boards, valuation specialists, or other executive stakeholders on significant valuation matters., • Experience managing multiple complex engagements, including responsibility for scope, staffing, budgets, timelines, engagement economics, technical quality, and client satisfaction., • Experience generating new business, expanding existing client relationships, developing proposals, identifying market opportunities, or otherwise contributing directly to revenue growth., • Experience developing Directors, Senior Managers, Managers, or other senior professionals through coaching, technical development, performance management, and engagement leadership., • Experience contributing to valuation methodologies, technical guidance, training programs, thought leadership, quality initiatives, or broader practice development., • Experience collaborating across accounting advisory, transaction advisory, tax, capital markets, or other professional-services teams to deliver integrated client solutions. Nice to have: • Bachelor's or advanced degree in Finance, Accounting, Economics, Mathematics, Financial Engineering, or a related field preferred., • CFA, ASA, CPA, or another relevant professional designation preferred., • Big 4, national valuation firm, investment bank, or other major professional-services experience is a plus., • Experience with valuations involving SPAC warrants, preferred equity, structured securities, or other highly complex or emerging financial instruments is a plus., • Experience supporting public-company, private-equity-backed, high-growth, IPO, or capital-markets environments is preferred. Who thrives here: • Executive presence with the ability to establish credibility quickly with senior client stakeholders., • Strong commercial instincts and a proactive approach to identifying and developing client opportunities., • Ability to translate highly technical valuation concepts into clear, practical advice for non-specialist audiences., • Strong judgment with the ability to challenge assumptions, resolve complex issues, and guide teams toward defensible conclusions., • Entrepreneurial, self-motivated, adaptable, ethical, and dependable., • Collaborative leadership style with a genuine commitment to developing future leaders., • Comfortable balancing client delivery, technical leadership, business development, team development, and broader practice priorities., • High energy with a commitment to exceptional client service, technical excellence, and sustainable practice growth. 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.

Director, Contract Lifecycle Management (CLM) & Mandate Operations Location: Remote About the Role Stonehaven is seeking a commercially minded and operationally driven professional to join the Firm’s Mandate Management team. This individual will help oversee contract lifecycle management, client onboarding, transaction operations, and operational governance across the Firm’s investment banking, placement agency, and secondary trading activities. The role combines contract negotiation, transaction management, workflow coordination, and operational process improvement. The ideal candidate is highly organized, client-facing, technologically capable, and comfortable managing complex, multi-party workflows in a fast-paced financial services environment. This is a high-impact role with significant visibility across Legal, Compliance, Technology, Finance, and executive leadership. Over time, the position is expected to evolve into broader operational and strategic responsibilities across mandate management and business operations. What You’ll Do Contract Lifecycle & Transaction Management • Draft, review, negotiate, and manage execution of transactional agreements, including:, • Engagement agreements, • Inter-broker dealer agreements, • NDAs, • Assignment agreements, • Amendments and related documentation, • Coordinate contract negotiations and onboarding workflows with clients, counterparties, Affiliate Partners, and internal stakeholders., • Serve as a primary operational point of contact throughout mandate onboarding and execution processes., • Partner with Legal and Compliance teams to resolve contractual, operational, and onboarding-related issues., • Maintain accurate records and documentation across contractual and onboarding workflows. Mandate Operations & Onboarding • Support operational onboarding workflows related to private market transactions and client engagements., • Review onboarding and due diligence materials for completeness and conformity with Firm standards., • Coordinate with Compliance, Legal, Operations, and counterparties to facilitate onboarding approvals and resolve deficiencies., • Maintain onboarding trackers, workflow systems, and operational reporting., • Assist with ongoing lifecycle management of existing mandates and client relationships. Operational Governance & Process Improvement • Help improve the Firm’s contract lifecycle management and operational governance infrastructure., • Maintain data integrity across onboarding, transaction, and contractual workflows., • Develop dashboards, KPI reporting, and operational analytics related to mandate activity and onboarding performance., • Identify opportunities to streamline workflows through automation, process redesign, and technology enhancements., • Partner with internal technology teams to improve operational reporting and user experience across Firm systems. Cross-Functional Initiatives • Collaborate with Legal, Compliance, Technology, Finance, and leadership teams on strategic operational initiatives., • Assist with implementation of new systems, workflows, and operational processes., • Stay current on private markets trends, transaction structures, regulatory developments, and operational best practices. What You’ll Need • Bachelor’s degree required, • 4–8 years of relevant experience in areas such as:, • Contract management, • Transaction management, • Legal operations, • Commercial operations, • Financial services or private markets operations, • Investment banking operations, • Due diligence or onboarding, • Strong experience drafting, negotiating, and managing transactional agreements, • Ability to manage complex, multi-party workflows and drive execution across stakeholders, • Strong commercial judgment and problem-solving skills, • Exceptional organizational skills and attention to detail, • Strong analytical and project management capabilities, • High degree of technological aptitude and comfort learning new systems, workflow tools, and AI-enabled platforms to improve business processes and scalability Preferred Qualifications • Experience within alternative investments, private markets, investment banking, placement agency, broker-dealer, or financial services environments, • Familiarity with SEC, FINRA, AML/KYC, and private placement processes, • Experience supporting onboarding, operational due diligence, or transaction workflows, • JD, Paralegal certification and/or securities licenses (Series 7, 24, or 63) are a plus, but not required About Stonehaven Stonehaven is a global private capital markets FinTech platform. Our diverse community of investment bankers and placement agents strategically connects select investment opportunities with an extensive network of sophisticated investors. Stonehaven supports its Affiliate Partners through a robust broker-dealer infrastructure, proprietary NEXUS SaaS technology, collaborative ecosystem, active mandate network, origination capabilities, marketing services, and industry insights. Founded in 2001, Stonehaven today: • Has 100+ professionals globally, • Represents 125+ clients, • Has raised more than $7.5B since inception, • Raised over $1B in the trailing 12 months, • Continues to scale rapidly across private markets and alternative investments Commitment This is a full-time remote position with occasional travel for team meetings and Firm events. Compensation & Benefits Base salary range: $100,000–$150,000 annually, depending on experience and qualifications, plus an annual discretionary performance-based bonus. Stonehaven also offers: • 401(k), • Company-paid medical, dental, and vision coverage, • Monthly cell phone reimbursement, • Remote work technology package

Position Summary The Strategic Finance Manager serves as a key business partner to executive leadership, supporting enterprise-wide decision making through financial analysis, strategic planning, value creation initiatives, and M&A support. Reporting to the Vice President of FP&A, this role works closely with the executive team, private equity sponsors, corporate development (M&A), corporate strategy and functional leaders to evaluate growth opportunities, improve business performance, and support long-term value creation. The ideal candidate combines strong financial modeling capabilities with strategic thinking, business acumen, and the ability to translate complex data into actionable recommendations. This role offers broad exposure across commercial, operational, supply chain, working capital, and acquisition related initiatives within a high growth industrial distribution platform. LindFast Solutions Group (LSG) is a leading multi-category industrial supply chain solutions platform serving distribution customers across specialty fasteners, wire & cable, and related products. LSG is the largest fastener distributor in N.A. and holds #3 share in the Specialty W&C market. LSG expects to continue and accelerate its aggressive M&A strategy and will complete several acquisitions in the next 1-2 years. About Nautic Partners Founded in 1986, Nautic Partners is a private equity firm based in Providence, Rhode Island. The firm invests through means of add-ons, buyouts, leveraged recapitalization, and growth capital and specializes in three sectors: Healthcare, Industrials, and Services. Nautic completed their successful acquisition of LSG in April 2019. For more information about Nautic Partners, visit www.nautic.com Key Responsibilities Strategic Planning & Executive Decision Support • Partner with executive leadership to evaluate strategic initiatives and high-priority business opportunities., • Develop financial models, business cases, and investment analyses to support capital allocation decisions., • Assess growth opportunities across organic initiatives, pricing, sales effectiveness, digital investments, supply chain optimization, and strategic expansion., • Support long-range planning and development of enterprise value creation initiatives., • Provide analytical support for Board presentations, lender communications, and sponsor reporting. Financial Planning & Analysis • Lead forecasting, budgeting, and long-range planning processes across assigned business functions., • Analyze financial and operational performance, identifying key drivers, risks, and opportunities., • Develop actionable recommendations to improve revenue growth, gross margin, EBITDA, and free cash flow., • Support executive leadership with scenario analysis and sensitivity modeling., • Enhance forecasting accuracy through improved KPI development and driver-based planning. Commercial, Operations & Working Capital Analytics • Evaluate customer, vendor, product, and channel profitability., • Analyze pricing performance, margin expansion opportunities, and commercial effectiveness., • Support initiatives focused on inventory optimization, working capital improvement, and supply chain efficiency., • Develop analytics around branch performance, network optimization, productivity, and operational performance., • Identify and quantify opportunities to improve inventory turns, cash conversion, and overall capital efficiency. M&A and Corporate Development Support • Support acquisition evaluations, financial due diligence, valuation analyses, and integration planning., • Build and maintain acquisition, synergy, and value creation models., • Assist leadership in assessing strategic investments, partnerships, and market opportunities., • Support integration tracking, synergy realization, and post-acquisition performance measurement. Reporting & Business Intelligence • Develop executive-level reporting, dashboards, and KPI scorecards., • Translate complex data into clear, concise recommendations for senior leadership., • Improve analytical tools, reporting capabilities, and business intelligence processes., • Drive continuous improvement in financial and operational reporting frameworks. Qualifications Required • Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, or a related field., • 4-6+ years of experience in strategic finance, FP&A, corporate finance,, • OR 2-3 years Investment banking, private equity portfolio operations, corporate development, transaction advisory, consulting or a related analytical role., • Advanced financial modeling, forecasting, and valuation capabilities., • Strong analytical, problem-solving, and business partnering skills., • Demonstrated ability to communicate financial concepts to non-financial stakeholders., • Advanced Excel and financial modeling experience., • Experience working with large datasets and business intelligence tools. Preferred • Investment banking, private equity portfolio operations, corporate development, transaction advisory, consulting or a related analytical role, • Exposure to M&A, corporate development, strategic planning, or value creation initiatives., • Experience supporting executive leadership, board reporting, or private equity sponsors. Success Profile Successful candidates will demonstrate the ability to: • Think like an investor while operating as a business partner., • Connect financial results to operational and commercial drivers., • Build credible relationships with executives and operating leaders., • Distill complex analyses into clear strategic recommendations., • Balance detailed analytical rigor with practical business judgment., • Identify opportunities to drive EBITDA growth, working capital improvements, and enterprise value creation.

Company Description TruSight, LLC provides specialized deal sourcing services for private equity firms and family office investors by leveraging a broad network of long-tail investment banks and business owners. The company helps investors consistently access both on- and off-market opportunities that match their specific criteria. Its Intermediary Coverage program supplies investors with a weekly flow of deals from more than 13,000 investment bank and intermediary contacts. Through Retained Buy-Side Search, TruSight delivers targeted, proprietary acquisition opportunities via direct outreach to private companies. Investors also benefit from Private Equity Info, TruSight’s advanced M&A research platform that enhances market intelligence and decision-making. Role Description This is a full-time, remote role for a Deal Origination & Intermediary Coverage Analyst. The analyst will support deal sourcing activities by managing and expanding relationships with investment banks, intermediaries, and other deal sources, while tracking and organizing inbound opportunities. We are seeking an Intermediary Coverage Analyst to help expand and strengthen that network and drive high-quality deal flow to our clients. This role is ideal for a proactive, relationship-oriented professional who is interested in M&A and private equity, communicates confidently with finance professionals, and enjoys turning outreach and relationship development into actionable opportunities. Day-to-day responsibilities include sourcing, reviewing and categorizing new deals, assessing fit against client investment criteria, and maintaining accurate records in internal systems and databases (HubSpot CRM). The role also involves outreach campaigns to intermediaries and adjacent sources of deal flow, and coordinating with internal teams to ensure timely dissemination of relevant opportunities to clients. The analyst will collaborate closely with senior team members to refine sourcing strategies, improve process efficiency, and contribute to reporting and analytics on deal flow performance. Deal Origination & Relationship Development • Develop and maintain relationships with our current network of investment banks, M&A advisors, financial advisors, and other sell-side intermediaries., • Identify and engage new intermediary relationships that expand TruSight's network and generate relevant deal opportunities for clients., • Re-engage existing and historical relationships to strengthen coverage, understand current deal activity, and surface new opportunities., • Conduct targeted outbound outreach to intermediaries leveraging thought leadership, Private Equity Info’s Signals, and other TruSight tools by phone and email and serve as a consistent point of contact for M&A knowledge, current events, and intermediary relationships., • Understand client investment criteria and help match relevant sell-side opportunities with appropriate private equity and family office interest., • Facilitate introductions between intermediaries and TruSight clients and support the marketing of relevant deal opportunities., • Follow up with bankers and advisors on deals already in market: confirming status, checking whether introduced parties advanced, and using those conversations to surface additional opportunities from their broader pipeline. Administrative & Process Ownership • Manage relationship and opportunity tracking in HubSpot, including outreach activity, follow-ups, pipeline status, and reporting., • Own recurring client communications by leveraging AI-centric tools such as Claude, ChatGPT, or similar platforms to produce polished, high-quality client materials efficiently., • Schedule calls with bankers and private equity / family office firms on behalf of the team., • Identify opportunities and work with internal development teams to automate recurring administrative work using AI tools and digital agents. Qualifications • 1-3 years of experience in investment banking, M&A, private equity, financial services, business development, sales, or another senior level client-facing role., • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred., • Proficiency using AI tools (e.g., Claude, ChatGPT, Gemini, etc.) to streamline team workflows, automate repetitive tasks, and improve overall efficiency., • Experience with HubSpot strongly preferred., • Excellent written and verbal communication skills with the confidence to engage investment bankers, advisors, executives, and other senior professionals., • Organized, self-motivated, and comfortable with proactive outreach, follow-up, and relationship management., • Comfortable working on a remote team. What We Value We value initiative, accountability, strong judgment, and people who can operate with a high degree of autonomy. TruSight is a collaborative, results-oriented environment where individuals are trusted to own their work, communicate clearly, and continue developing professionally. What You'll Gain You will build a working knowledge of the private equity and M&A ecosystem while developing relationships across the investment banking and advisory community. The role offers direct exposure to senior professionals, active deal flow, TruSight's clients, and a growing company where your work has a visible impact on relationship growth and opportunity generation.

Senior Corporate Strategy Manager About Us Adeia Inc. (Nasdaq: ADEA) the technology company known for developing foundational innovations that enable next-generation solutions for the semiconductor and media industries, headquartered in San Jose, CA, with approximately 150 employees, primarily in North America. Adeia invents, develops, and licenses fundamental innovations that shape the way millions of people explore and experience entertainment in an increasingly connected world. From TVs to smartphones, and across all types of entertainment experiences, Adeia’s technologies allow users to manage content and connections in a way that is smart, immersive, and personal. Adeia is proud to be recognized by U.S. News & World Report as one of the “Best Companies to Work For" in 2025 - 2026. Position Summary The Senior Corporate Strategy Manager serves as a core analytical and strategic partner to Adeia’s Corporate Strategy organization. Reporting to the Sr. Director, Strategic Insights & Analytics, this role leads opportunity qualification, business case development, market assessment, and strategic planning support across Corporate Strategy. The role provides the foundational research, financial analysis, and strategic insights required to support market prioritization, licensing program development, strategic planning, and executive decision-making. The role serves as the primary analytical execution resource for the Corporate Strategy organization, ensuring strategic opportunities are evaluated consistently, rigorously, and efficiently. Key Responsibilities Opportunity Qualification & Assessment • Lead opportunity qualification efforts across Media, Semiconductor, Growth, and International Markets initiatives under the direction of the Strategy Leads., • Develop qualification assessments covering business overview, financial opportunity size, portfolio relevance, litigation and licensing history, and sales enablement considerations., • Maintain and continuously improve the Corporate Strategy opportunity qualification framework, standards, and repository., • Identify and surface key strategic, financial, and execution risks associated with prospective opportunities. Business Case Development & Financial Analysis • Develop strategic business cases, investment logic, and opportunity assessments supporting new licensing verticals, growth initiatives, and market expansion opportunities., • Build and maintain financial models supporting opportunity sizing, pricing analysis, market attractiveness assessments, and strategic prioritization., • Support TAM/SAM/SOM development across core and adjacent market verticals., • Partner with Strategy Leads and Strategic Insights & Analytics to ensure assumptions are consistent, supportable, and decision-ready. Strategic Planning & Executive Support • Support annual strategic planning and long-range planning through analytical research, assumption development, and scenario analysis., • Identify and implement opportunities to leverage AI in support of opportunity qualification, strategic planning, market intelligence, and business case development., • Prepare executive-ready presentations, briefing materials, and supporting analyses for the CSO and Executive Leadership Team., • Translate complex market, financial, technical, and competitive analyses into concise, decision-oriented recommendations., • Support CEO-sponsored strategic initiatives and other special projects as assigned. Market Intelligence & Strategic Insights • Conduct market, competitive, technology, and ecosystem research across Media, Semiconductor, Growth, and International Markets initiatives., • Develop actionable insights that inform opportunity qualification, business case development, strategic planning, and decision-making., • Support management of market research vendors, analyst relationships, and external data sources., • Partner with the Sr. Director, Strategic Insights & Analytics to maintain analytical standards, methodologies, assumptions, and best practices. Key Competencies • Strategic Thinking and Business Acumen, • Financial Modeling and Business Case Development, • Market Research and Competitive Intelligence, • Executive Communication and Storytelling, • Cross-Functional Stakeholder Management, • Analytical Problem Solving, • Planning and Prioritization Minimum Qualifications • Bachelor's degree in Business, Economics, Finance, Engineering, or related analytical discipline., • Required: Minimum of 7–10 years of experience in corporate strategy, strategic finance, management consulting, corporate development, investment banking, or related analytical roles, including at least one or more years focused on IP licensing or patent monetization., • Preferred if above experience is within Technology industry. Preferred Qualifications • MBA or advanced degree in Business, Finance, Strategy, Economics, Technology, or a related field., • Certifications in finance, analytics, strategy, or project management are beneficial., • Demonstrated experience developing business cases, financial models, and executive-level presentations., • Experience conducting market research, competitive analysis, and opportunity assessment., • Background supporting executive decision-making and cross-functional strategic initiatives., • Experience in IP-driven, technology, Media, or Semiconductor licensing businesses, • Direct experience with patent monetization or IP licensing programs, or patent portfolio strategy is a strong plus. Location: Remote US National Range: $150,000-210,000 Bonus Target: 15% of annualized base pay Restricted Stock Units Target (as a % of annualized base pay): 60% The base compensation is based on the primary work location, as ranges are location-specific. Actual compensation will depend on factors such as skills, experience, and qualifications. Benefits include medical, dental, vision, 401(k), paid time off, and other company programs. Life @ Adeia: At Adeia, we are dedicated to creating a workplace where all employees have a voice and sense of belonging, feel safe and valued, and are acknowledged for how their unique differences contribute to organizational culture and business outcomes. Our employees and their families are important to us, and our comprehensive pay, stock, and benefits programs reflect that. Adeia supports personal well-being, builds financial security, and enables employees to share in our collective success. Rewards include: • Competitive compensation (salary, equity, and bonuses) and comprehensive benefits are designed to foster work-life balance, care for your health, protect your finances, and help you save and invest for the future., • Generous paid time away from work, including flexible time off, holidays and sick time, health and wellness initiatives, and a charitable match program to help you give back to your community., • Great benefits, which vary by location and can be site-specific: employee discounts, transportation reimbursements, and fitness facilities., • A flexible, hybrid work environment combining the best of in-office collaboration and community-building along with the benefits of working from home.

Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms. A senior role for experienced agency recruiters who want to develop clients, originate searches, fill roles, and earn uncapped commission tied directly to production. About Next Level Recruiting: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family offices, multi-family offices, private wealth platforms, and investment-focused firms to place high-impact advisors, executives, and leadership talent. We're building a team of experienced recruiters who want long-term upside, ownership of their searches, and a clear path to higher earnings. What This Role Is: You'll own full-cycle executive searches end to end — partnering directly with clients, driving candidate pipelines from outreach through offer acceptance, and building lasting relationships across the wealth advisory ecosystem. This is a quality-over-volume desk with meaningful responsibility, full-desk ownership, and income tied directly to your production. In addition to working active searches, you can develop your own client relationships, originate searches, and fill the roles you bring in. What You'll Do: • Own and execute full-cycle executive searches end to end, • Partner directly with clients to understand hiring needs and market dynamics, • Develop new client relationships and originate searches, • Drive candidate pipelines from outreach through offer acceptance, • Conduct high-level candidate qualification calls, • Manage search progress and pipeline hygiene in Bear Claw (ATS/CRM), • Build long-term relationships with senior-level financial professionals, • Grow your desk through client development, candidate relationships, and successful placements Search Sectors: Family offices, multi-family offices (MFOs), RIAs, private wealth management firms, and investment-focused platforms including private equity, venture capital, investment banking, and hedge funds. What You'll Need: • 5+ years of full-cycle agency recruiting experience, • Proven success sourcing and engaging passive candidates with LinkedIn Recruiter, • Demonstrated success managing multiple concurrent searches against production goals, • Experience developing client relationships or managing client-facing search processes, • Comfortable using an ATS/CRM and owning your own desk, • Track record of meeting or exceeding recruiting production goals, • Interest in financial services, investment, wealth management, or executive search Nice to Have: • Recruiting experience in financial services, wealth management, or professional services, • Executive or retained search background, • Strong Boolean search proficiency, • Bachelor's degree or equivalent professional experience Who This Role Is For: • Experienced agency recruiters who want more ownership and upside, • Recruiters tired of transactional, high-volume staffing, • People who want to run a desk, develop clients, and be accountable to production goals, • Competitive professionals motivated by uncapped earnings, • Recruiters who want to make more money through placements, not manage people, • Full-desk recruiters who want a specialized market with higher-value searches Why This Role Is Different: Most recruiting roles reward speed and volume. We reward quality, market expertise, long-term relationship building, and production. This role is built for recruiters who want to maximize earnings by building a profitable desk, developing clients, originating searches, and closing placements. You'll work with sophisticated clients and senior-level candidates in the wealth management and investment ecosystem, where credibility, discretion, and market knowledge matter. Compensation & Income Opportunity: • Base salary: $90,000–$110,000, depending on experience, • Uncapped commission + bonus potential, • Health and dental insurance, • 401(k) with company match, • Clear earnings progression tied to production, client development, and placement volume, • Opportunity to develop your own client relationships and searches, • Long-term income upside for high-performing recruiters

Job DescriptionOur Story We're part of the Renewal by Andersen network - one of the most respected names in window and door replacement - and there's no better time to join. We've built a culture where people stick around: strong leadership, a great team, and real investment in your growth. We're backed by 120+ years of Andersen craftsmanship, and we're not just filling a role. We're looking for someone to grow with us. We are seeking a driven and detail-oriented Finance Manager to help our customers secure the right financing for their home improvement projects. This is a fantastic opportunity for someone who thrives on building relationships, solving problems, and delivering an outstanding customer experience. As a Finance Manager, you will work directly with our Sales Department and our network of lending partners to guide customers through the loan application and approval process; from initial application through project completion. This role is performed primarily over the phone and email, with no cold calling required. What's In it for You? • Competitive Pay: Earn $65,000–$75,000 per year based on experience., • Comprehensive Benefits Package: Full-time employees are eligible for medical, dental and vision coverage, with HSA and FSA options and an employer HSA contribution. Additional voluntary benefits include life insurance, long-term disability and supplemental health plans., • 401(k) with Company Match: Plan for your future with a 4% company match., • Paid Time Off & Holidays: Enjoy PTO and paid holidays to help you recharge and make time for what matters most., • Career Growth: Join a growing, multi-state company with room to build and expand your role., • Full-Time Stability: A consistent, full-time schedule with a well-established organization.Responsibilites, • Application Processing: Work with customers to complete and sign finance documents and loan applications., • Lender Partnership: Partner with lenders to proactively find approval solutions for customers., • Documentation Review: Collate, analyze, and evaluate documentation in support of loan applications., • Cross-Team Coordination: Work with Accounting and backend partners to secure financing through project completion., • Reporting: Calculate finance approval statistics and provide reporting., • Relationship Management: Correspond with customers and banking partners to resolve questions and maintain strong relationships.Qualifications, • Education: High school diploma or equivalent required; Bachelor's degree in finance, business, or related field preferred., • Experience: 2–3 years in consumer lending, loan processing, or a related customer-facing financial role., • Industry Knowledge: Familiarity with consumer credit, loan products, and underwriting basics., • Customer Focus: Committed to exceptional, service-oriented communication throughout the financing process — from application to approval., • Attention to Detail: Skilled at preparing accurate, compliant loan documentation and managing risk through diligent information gathering., • Process Knowledge: Able to guide customers through the loan process while adhering to all applicable policies and regulations.Physical Requirements, • Computer & Office Work: Ability to work at a computer and use standard office equipment for extended periods., • Communication: Ability to communicate effectively in person, by phone, email, and virtual platforms., • Mobility & Dexterity: Ability to remain stationary for extended periods, move throughout the office, and operate standard office equipment., • Lifting: Ability to occasionally lift and move office materials up to 15 pounds.Join Us: If you're a motivated, detail-oriented professional who enjoys helping homeowners find the right financing for their projects, we'd love to hear from you. Join Tiffee Companies and be part of a growing team that's helping customers across Oregon, Washington, and California turn their remodeling plans into reality. Renewal by Andersen Corporation is the full-service window-replacement division of the Andersen Corporation with over 100 locations across North America. Tiffee Companies is an Equal Opportunity Employer committed to fair hiring practices. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. We conduct background checks and drug screens in order to create a welcoming and safe environment for all team members. Additional information? Feel free to visit our career page at https://www.tiffee.com/ 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 DescriptionAbout the Company We are a renewable energy and ocean technology company committed to rapidly developing and deploying technologies that will ensure a sustainable future for Earth by unlocking the vast energy potential of its oceans. Our focus is on capturing civilizational levels of ultra-low-cost renewable energy for applications including computing and affordable renewable fuels delivered to shore. The company is a public benefit corporation headquartered in Portland, Oregon, and backed by leading venture capitalists, philanthropic investors, university endowments, and private investment offices. We operate as an idea meritocracy in which the best ideas change the company's direction on a regular basis. Our staff have worked at organizations such as SpaceX, Blue Origin, Boeing, Tesla, Apple, Virgin Orbit, Astra, Google, Amazon, Microsoft, New Relic, Bridgewater, Raytheon, Disney Imagineering, and the US Army and Air Force, as well as research universities, startups, and small companies across a range of industries. About the Job Our core technology is the node, a device that produces energy in the ocean's harshest conditions for years at a time without human maintenance or intervention. As Panthalassa moves from pilot systems toward repeatable production, large-scale facilities, and commercial deployments, we need financial systems, models, and decision tools that can keep pace with unlocking planetary-scale energy. As Strategic Finance Manager, you will help build and maintain the analytical infrastructure that connects operations, accounting, strategy, and finance. Your work will support resource planning, manufacturing scale-up, capital strategy, and the financial decisions that shape how we grow. This is a hands-on strategic finance role for someone who can lead budgeting processes, build rigorous models from first principles, pressure-test assumptions, and turn complex analysis into clear recommendations. You will also be directly engaged in our capital formation efforts, partnering with leadership on equity and debt raises and the investor and lender materials that support them. Candidates should have strong interpersonal skills and be able to thrive in a creative, scrappy, and collaborative environment in which the best ideas change the company's direction on a regular basis. Responsibilities • Create and maintain durable planning tools that give leadership visibility into cash needs, cost drivers, capital efficiency, and key tradeoffs across build, buy, finance, and deployment decisions., • Partner with operations, engineering, manufacturing, accounting, and strategy teams to translate build plans, vendor quotes, headcount plans, and deployment schedules into financial forecasts., • Build corporate finance and liquidity models that support resource planning, rolling forecasts, scenario analysis, runway management, and capital allocation decisions., • Develop financial models for project development, manufacturing scale-up, structured financing, tax credits, asset-level economics, and capital strategy., • Draft presentations and data visualizations that translate complex analysis and technical forecasts into clear, compelling materials for leadership, investors, and lenders., • Support capital raise processes and investor relations with clean, decision-ready analysis, including board materials, investor updates, lender materials, and diligence, partnering with internal and external communications teams on content., • Work closely with accounting to reconcile forecasts to actuals, improve data quality, and keep financial models grounded in reliable operating and accounting information., • Identify the highest-leverage gaps in Panthalassa's financial operating system and build practical mechanisms to close them.Required Qualifications, • 3-6 years of experience across strategic finance, FP&A, investment banking, private equity, private credit, or structured finance, including experience in a high-growth or capital-intensive operating environment., • Advanced Excel modeling skills, including three-statement modeling, cash forecasting, scenario analysis, debt schedules, capitalization structures, and returns analysis., • Experience building models used for real decisions, not just reporting packages., • Strong understanding of corporate finance, capital structure, working capital, liquidity, and structured capital solutions., • Excellent communication skills — you write clearly, you speak and listen well, and you craft presentations that turn complex analysis into concise recommendations for leadership and investors., • High ownership, strong attention to detail, and comfort working under tight deadlines with incomplete information., • Deep interest in hardware, manufacturing, energy, compute infrastructure, or other physical-world businesses, with the curiosity to understand the underlying physics, operations, tax rules, financing terms, and commercial constraints well enough to build models that reflect reality.Desired Qualifications, • 2+ years investment banking analyst or associate experience, especially in infrastructure, power, industrials, technology, or structured finance., • 1+ year(s) of experience at a high-growth, capital- intensive startup, • Experience in manufacturing, hardware, clean technology, power, data centers, maritime, aerospace, defense, or other capital-intensive industries., • Experience with renewable energy tax credits, tax equity, transferability, asset-backed structures, private credit, or infrastructure financings., • Familiarity with ERP, procurement, accounting, or other operating systems that feed financial planning tools., • Strong facility with AI-enabled workflows, automation, data cleanup, and lightweight internal tools that improve speed and accuracy. The above qualifications are desired, not required. We encourage you to apply if you are a strong candidate with only some of the desired skills and experience listed. Additional Requirements • Travel to vendors and test sites as needed., • Intermittently able to work longer hours and weekends to support critical needs. While we expect a lot of each other, we also offer a high degree of autonomy and work-life balance, including flexible PTO and flexible working hours.Compensation and Benefits If hired for this full-time role, you will receive: • Cash compensation of $150,000 - $210,000., • Equity in the company. We're all owners and if we're successful, this equity should be far and away the most valuable component of your compensation., • A benefits package that helps you take care of yourself and your family, including:, • Flexible paid time off, • Health insurance (the company pays 100% of a gold-level PPO plan for full-time employees, their partners, and dependents), • Dental insurance (the company pays 100% for full-time employees, their partners, and dependents), • Vision insurance (the company pays 100% for full-time employees, their partners, and dependents), • Disability insurance (the company pays 100% for a policy to provide long-term financial support if you become disabled), • Ability to contribute to tax-advantaged accounts, including 401(k), health FSA, and dependent care FSA, • Relocation assistance to facilitate your move to Portland (if needed).Location This is an on-site position. Our offices, lab, and shop are located in Portland, Oregon.

AI into investment banking and equity research workflows.No prior AI experience is required.Share real-world workflows for using.AI in financial modeling, research, and deal analysis.Create example analyses, workflows, and reports using AI platforms.AI-generated financial outputs.Compare traditional

About the Fellowship The Venture Capital Fellowship provides practical venture capital experience through deal sourcing, investment diligence, market analysis, and startup evaluation. Participants gain exposure to real deals while learning how venture capital firms identify, assess, and support high-growth startups. 1752vc invests up to $100,000 per company through a structured three-month investment program focused on AI, Enterprise Software, Fintech, Frontier Technology, Healthcare, and PropTech. Responsibilities Fellows will participate in: • Deal sourcing, • Startup research and market analysis, • Investment diligence and evaluation, • Founder outreach and relationship management, • Industry trend monitoring and competitive analysis, • VC education Ideal Candidates This fellowship is designed for: • Investment banking, consulting, finance, or strategy professionals, • Venture capital and private equity career aspirants, • MBA candidates and graduate students interested in investing, • Startup founders and operators seeking investing experience, • Emerging fund managers, angels, and family office professionals What You'll Learn • Venture capital investment processes, • Startup evaluation methodologies, • Deal sourcing and diligence frameworks, • Market sizing and competitive analysis, • Founder assessment and relationship management, • Portfolio support and venture operations Program Structure • 8 week structured fellowship, • Remote-first participation, • Flexible schedule for qualified professionals, • Exposure to active investment opportunities, • Collaboration investors and operators Location The fellowship operates virtually, with select optional in-person opportunities in Los Angeles. Compensation This is not a traditional salaried role. Compensation is available and tied to performance, with the potential for participants to share in the fund's upside. Equal Opportunity 1752vc is committed to fostering diversity, equity, and inclusion across all programs.

About SaxeCap: SaxeCap is the premier AI transformation and investment platform in private equity. We pioneered the concept of buying out traditional businesses and transforming them with AI in 2018, and today we are the go-to AI transformation partner for 70+ PE firms globally, including 9 of the 10 largest by AUM as well as the world’s leading sovereign wealth funds. We've transformed 200+ businesses across healthcare services, business services, financial services, software, consumer, and more, driving billions of dollars of enterprise value expansion along the way. We operate at the intersection of three businesses: (1) a private equity investment arm, (2) an in-house AI transformation firm that designs and deploys bespoke GenAI, ML, and automation solutions, and (3) a suite of proprietary software products. Our team comes from places like Google, Palantir, Meta, Surge AI, Blackstone, TPG, Cerberus, Millenium, Balyasny, McKinsey, Bain, Oliver Wyman, MIT, Stanford, IIT, GSB, HBS, and Wharton. We were early investors in OpenAI, Anthropic, Groq, SpaceX, Neuralink, Mercor, Lambda Labs, etc. But what makes our team exceptional isn't where they came from or what they've invested in, it's what they ship. We are builders. About the Role: We are hiring an AI Deployment Specialist to join our AI transformation team. This is one of the highest-leverage early-career roles in AI and private equity. You will work directly alongside our VPs and senior leadership across every phase of AI-driven value creation, from evaluating opportunities for PE sponsors, to building transformation roadmaps for portfolio companies, to working with our engineers and data scientists as they deploy solutions into production. You will not be sitting in the back room building slides that someone else presents. From day one, you will be in the room with PE partners, portfolio company executives, and technical teams. You will run analyses that shape investment decisions, conduct the discovery that informs transformation roadmaps, manage workstreams on live AI deployments, and help quantify the EBITDA impact of what we build. The learning curve is steep and the exposure is unmatched. About You: You are early in your career but already operating above your title. You are technical enough to hold your own with engineers and data scientists, structured enough to synthesize complex information into clear recommendations, and scrappy enough to figure things out without being told exactly what to do. You want to be at the intersection of AI and business value creation, and you want reps, not theory. Specifically: • 2 to 5 years of experience in one or more of: strategy consulting, investment banking, private equity, AI/ML engineering, data science, or product management, • You have real technical chops: hands-on experience with Python, SQL, and data analysis tools is expected. Experience with generative AI, machine learning, NLP, or data science is a strong differentiator. You should be able to pull data, run analyses, and prototype solutions, not just talk about them., • You have strong analytical and structured thinking skills, whether from consulting, banking, engineering, or a technical research background, • You have experience managing stakeholder relationships and communicating complex technical concepts to non-technical audiences, • You have product instincts: you understand how to go from a user pain point to a scoped technical solution, and you have some experience coordinating with engineering or data science teams, • You have experience (or strong aptitude for) quantifying the business impact of technology initiatives in financial terms (enterprise value, EBITDA, ROI), • You thrive in fast-paced, ambiguous environments. You can context-switch across multiple projects, manage competing deadlines, and maintain quality under pressure., • You are a self-starter who takes ownership. You don't wait to be told what to do, you identify what needs to happen and make it happen., • Bachelor's and/or Master's degree in Computer Science, Engineering, Mathematics, or a related technical field from a top-tier institution, • Legally authorized to work in the US without sponsorship What Sets the Best Candidates Apart: The AI Deployment Specialists who rise fastest at SaxeCap share a few things in common: • Technical and commercial bilingualism. You can go from a Jupyter notebook to a client presentation without skipping a beat. You understand both the technical mechanics of AI solutions and the business logic of why they matter to a PE sponsor., • Bias toward building. You have evidence of making things: side projects, hackathon wins, open-source contributions, a startup attempt, or a product you shipped at work. We care far more about what you've built than where you've worked., • Analytical horsepower. You can take a messy, ambiguous problem and impose structure on it. Whether that's from case interviews, financial modeling, engineering problem sets, or research, you have a track record of rigorous, logical thinking under pressure., • Speed and ownership. You move fast and take the ball without being asked. The best AI Deployment Specialists at SaxeCap operate with the autonomy and accountability of someone two levels above their title, and get rewarded for it. Compensation & Growth: SaxeCap offers highly competitive compensation, and you will work directly with our senior leadership from day one, with significant client exposure and rapid professional development. The team is lean by design, there are no layers between you and impact. AI Deployment Specialists who perform are promoted quickly and given increasing ownership of client relationships and workstreams.

AI into investment banking and equity research workflows.

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. Join the founding team of Broadstone Walnut Grove, Greystar's newest apartment community in Vancouver, WA, now in lease-up. Help shape a brand-new home from day one. 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. Physical Demands: • 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 role is $21.00 - $23.00 Additional Compensation: • 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.

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 was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. This role oversees and performs technical and mechanical work that ensures the inside and external buildings, ground, amenities, and common areas of the community meet the Company's standards for cleanliness, appearance, safety, and overall functionality. Assists and completes work orders generated from resident requests for service, as well as routine upkeep on the community by diagnosing the source or cause of the defect or problem, and making repairs in accordance with established policies, procedures, safety standards, and code requirements. Oversees and completes the "make-ready" process to prepare vacant apartment homes for leasing and new move-ins by completing the pre-move-out inspection, creating a "punch" list of maintenance work needed, scheduling vendors and contractors as needed, obtaining needed supplies and materials, completing all maintenance tasks, and inspecting completed work. Develops standards for the cleanliness and overall appearance of the community's grounds, amenities, building exteriors, market ready unit interiors, breezeways, curbs, signage, leasing office, central garbage areas, parking lots, and other buildings and common areas to ensure that they reflect and represent the high quality of the community and Greystar standards. Periodically inspects work performed by other service team members to assess effectiveness of policies and procedures and develop corrective action plans as needed. Periodically inspects work performed by contractors, vendors and other service providers to verify the work, materials and services meet quality standards, scope and specifications as required. Maintains adequate inventory of spare parts and maintenance materials and works with Community Manager to order supplies and tools as needed to stay within budgetary guidelines. Completes monthly preventative maintenance procedures as outlined in the Policy and Procedure Manual. Assists Community Manager in developing the budget for regular repair and maintenance and capital projects. Supports cost-cutting and expense control programs by fixing rather than replacing parts when possible, not being wasteful with materials and supplies, and practicing the correct use for tools and equipment. Conducts regularly scheduled Greystar safety meetings, ensure all MSDS sheets are current and readily accessible, and keeps up to date on all OSHA and other safety related laws and requirements to ensure community compliance. Demonstrates customer services skills by treating residents and others with respect, answering questions from team and residents, responding sensitively to complaints about maintenance services, and assigned work orders with efficiency and urgency. Basic Knowledge & Qualifications: High school diploma, GED, or related experience and training. Experience in property management maintenance, other building maintenance, or related trade. Incumbents must provide own hand tools unless prohibited by State law and must be knowledgeable and skilled in the safe use and maintenance of hand tools, power tools, user-moved aids, mechanical equipment and measuring devices. Ability to apply principles of logical thinking to define and correct problems. Proficiency in customer service and interpersonal communication skills in order to effectively interact with residents, clients, team members, and other business contacts, respond courteously to questions and requests, and stay calm when addressing and resolving customer problems. Ability to read, write, and communicate effectively to represent company management in a support capacity, act as the first point of contact for internal team members and external visitors to the Company, and answer questions related to department operating policies. Proficiency in internet, word processing, spreadsheet, and database management programs in order to maintain records of information and develop and provide information for the manager's use. Property management system experience preferred. Mathematical skills necessary to add, subtract, multiply, and divide numbers, decimals, and fractions in order to review and complete various financial, administrative, and legal documents. Specialized Skills: Incumbents must have EPA certifications Type I and II or Universal if the position requires working on a sealed HVAC system to test system pressures, handle refrigerants, etc. Incumbents must have all certifications as required by State and Local jurisdictions. Incumbents must have a valid driver's license to operate a golf cart on the property, if applicable. Travel / Physical Demands: 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). Job demands may require incumbents to push, pull, lift, carry, or maneuver weights of up to twenty-five (25) pounds independently and fifty (50) pounds with assistance. Local, routine travel may be required to attend business meetings, training programs, 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. Bilingual English/Spanish skills are a plus. The hourly range for this role is $31.00 - $35.00 Additional Compensation: • 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.

The Opportunity My client is seeking a relationship-driven Sales + Business Development professional to support the continued growth of a middle market M&A advisory practice. You will work with qualified inbound business owners who are actively evaluating a sale, recapitalization, liquidity event, or other strategic alternative, and guide strong-fit opportunities toward signed sell-side advisory engagements. This is a consultative sales role built around trust, business judgment, and disciplined follow-through. You will qualify owner interest, understand strategic and financial objectives, communicate the value of the advisory process, and create a clear path forward without relying on transactional or high-pressure selling. What You Will Do • Respond to and conduct consultations with qualified inbound business-owner opportunities., • Develop a clear understanding of each company, the owner’s priorities, transaction goals, timing, and expectations., • Assess fit and transaction readiness based on business profile, objectives, valuation expectations, and advisory needs., • Present the firm’s sell-side M&A process, positioning, deliverables, and client experience in clear, credible language., • Build confidence and trusted relationships with founders, owners, and senior executives throughout the decision cycle., • Navigate questions and concerns related to timing, valuation, fees, confidentiality, and the advisory process., • Create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Move qualified opportunities from discovery through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, next steps, and conversion activity., • Partner with senior bankers to prepare for handoff and preserve continuity once an engagement is secured., • Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities. What You Bring • Experience in consultative B2B sales, business development, financial services, or professional advisory work., • Demonstrated success managing high-value opportunities and guiding sophisticated decision-makers through longer sales cycles., • Strong discovery, presentation, relationship-building, negotiation, and objection-handling skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders., • Strong business acumen and curiosity about how privately held companies create value., • Disciplined follow-up, organization, pipeline management, and accountability in a remote work environment., • Comfort working within a performance-driven, 100% commission-only compensation model., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will have access to qualified inbound opportunities, meaningful conversations with accomplished business owners, close collaboration with experienced M&A professionals, and uncapped earning potential tied directly to performance.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx 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

𝐏𝐀𝐓𝐇𝐖𝐀𝐘 𝐏𝐎𝐖𝐄𝐑 Associate, Investment & Capital Markets (ICM) 𝐃𝐞𝐩𝐚𝐫𝐭𝐦𝐞𝐧𝐭: Investment & Capital Markets 𝐑𝐞𝐩𝐨𝐫𝐭𝐬 𝐓𝐨: Senior Director, Investment & Capital Markets 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Remote 𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐓𝐲𝐩𝐞: Full-Time, Exempt 𝐓𝐫𝐚𝐯𝐞𝐥: Up to 20% 𝐀𝐛𝐨𝐮𝐭 𝐏𝐚𝐭𝐡𝐰𝐚𝐲 𝐏𝐨𝐰𝐞𝐫 At Pathway Power, our mission as a developer, investor, and long-term steward of renewable energy projects is to meticulously curate a balanced portfolio of assets — emphasizing enduring partnerships and a differentiated approach through the integration of data, analytics, and AI. Addressing the evolving challenges of the power grid and energy transition, our commitment is to provide reliable, resilient, and affordable clean energy precisely when needed. Pathway Power is dedicated to being on the leading edge of environmental stewardship, efficiency, and innovation — lighting the way toward a more sustainable future for all. 𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞 We are seeking an Associate to join our Investment & Capital Markets team. Reporting to the Senior Director of Investment & Capital Markets, this person will play a hands-on role in structuring, executing, and closing project finance transactions across our utility-scale solar PV and battery energy storage (BESS) development pipeline. This is an early-career, high-impact position on a lean, fast-moving team. The Associate will work directly on live transactions, building financial models, supporting investor and lender diligence, preparing investment committee materials, and coordinating across legal, development, and engineering teams to bring projects to financial close. We are looking for someone who is analytically rigorous, intellectually curious, and eager to grow with the company as we scale. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐥𝐥 𝐃𝐨 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 & 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 • Support end-to-end execution of project finance transactions, including construction debt, term debt, tax equity (partnership flip, preferred equity, tax credit transfers), and other structured capital products for solar PV-hybrid and BESS projects., • Assist in preparing and distributing financing packages, responding to lender and investor due diligence requests, and coordinating third-party consultant reports (independent engineer, insurance, legal, environmental)., • Track transaction timelines and critical path milestones; manage internal and external workstreams to keep closings on schedule., • Review and redline term sheets, credit agreements, and financing documents in collaboration with legal counsel and senior team members. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Build, maintain, and stress-test project-level financial models for solar PV-hybrid and BESS assets, including construction-period draws, operating cash flows, debt sizing and sculpting, tax equity structures, and sponsor equity returns., • Develop and run scenario and sensitivity analyses to support investment decisions, financing strategy, and lender negotiations., • Support valuation and bid pricing for development-stage and operating project acquisitions., • Maintain model integrity and version control across an active transaction pipeline. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐢𝐭𝐭𝐞𝐞 & 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 • Prepare high-quality investment committee memoranda, lender presentations, and financing marketing materials at key transaction milestones (NTP, financial close, refinancing)., • Support preparation of board-level and investor reporting related to the capital investment portfolio., • Assist with lender compliance reporting, including borrowing-base certificates, covenant monitoring, and periodic draw requests. 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 & 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 • Prepare high-quality monthly and quarterly reporting packages for executive leadership, the Board, investors, and lenders., • Manage loan compliance and periodic reporting to lenders and investors, including borrowing-base monitoring, and timely submission of required deliverables., • Produce investor decks, KPI dashboards, and management reporting that clearly communicate financial and operating performance., • Support due diligence, financing processes, and lender/sponsor reporting requirements. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 • Monitor capital markets activity in the renewable energy sector, including tax equity investor appetite, debt pricing trends, ITC/PTC developments, and emerging financing structures for BESS., • Support early-stage financial assessment of new development opportunities, including project screening, capital stack optimization, and return analysis., • Coordinate with Development, Engineering, and Legal teams to ensure project contracts and offtake terms are appropriately reflected in financial models and financing packages. 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Bachelor's degree in Finance, Economics, Engineering, or a related quantitative field., • 2–4 years of experience in project finance, investment banking (energy/infrastructure coverage), or a transactional finance role at an energy developer, fund, or lender., • Demonstrated financial modeling skills, including experience building and maintaining complex, multi-scenario project finance or DCF models in Excel., • Familiarity with project finance structures common in the renewable energy sector, including tax equity (partnership flip, ITC/PTC), construction debt, and term loan B or mini-perm facilities., • Strong analytical skills and attention to detail, with the ability to identify and resolve model errors and data inconsistencies independently., • Excellent written and verbal communication skills; ability to synthesize complex financial analysis into clear, concise narratives for senior management and external counterparties., • Highly organized and deadline-driven, with the ability to manage multiple workstreams simultaneously in a fast-paced, transaction-intensive environment. 𝐏𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Solar PV and/or BESS project finance experience strongly preferred, including direct experience closing utility-scale solar or storage financings., • MBA/CFA candidacy or completion., • Proficiency with VBA, Python, or Power BI to automate modeling and reporting workflows., • Experience with generative AI tools (Anthropic Claude, ChatGPT) applied to financial analysis, ppt presentation creation and/or document review., • Exposure to IRA tax credit transferability and direct-pay mechanics as they apply to clean energy projects.

Piper Maddox is partnered with a growing renewable energy platform to identify an Associate, Investment & Capital Markets to join their team. This is a strong opportunity for someone with a background in project finance, investment banking, private equity, lending, or renewable energy development who wants broader exposure to the development and financing lifecycle. What you'll be doing: • Build and optimize financial models across the Capital Markets function, • Support project finance, debt, and tax equity transactions, • Evaluate financing opportunities and support transactions through closing, • Develop a deep understanding of project structures, development milestones, and the renewable energy lifecycle, • Work closely with senior members of the investment and capital markets team What they're looking for: • Strong financial modeling skills, • Experience with project finance, debt, tax equity, or renewable energy transactions, • Understanding of capital structures and the capital stack, • Experience across renewables, investment banking, PE, lending, or development, • Senior Analysts ready to step into an Associate-level role are encouraged to apply Compensation: $120K–$135K base + 30% bonus Location: Remote, with a preference for candidates in Southern California / West Coast. Mountain and Central time zones will also be considered. Start: ASAP / targeting October–November If you're interested in learning more, reach out with your motivations and resume to .

About Maxim Maxim Group, founded in 2002, is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan with multiple offices throughout the US. We have been providing a comprehensive array of financial services including investment banking, global institutional sales, equity research, fixed income and derivative sales & trading, merchant capital, private wealth management, and prime brokerage services to a diverse range of corporate clients, institutional investors and high-net-worth individuals. Role Overview The firm is expanding its distribution and seeking an experienced Equity and Derivative Sales Traders. Production based roles can be remote, hybrid, or in any of our hubs across the US. This role is primarily commission driven. Job Responsibilities • Maintain and grow institutional client relationships, • Engage clients to ensure they are utilizing the firm’s research, trading, and deal placement services, • Collaborate with senior management to meet client needs Ideal Qualifications • Over 5 years of industry experience, • Proven track record of generating business How to Apply: Please submit your application via the application link. THIS IS AN ACTIVE POSTING WITH NO HIRE BY DATE AS WE ARE ACTIVELY LOOKING TO HIRE FOR THE INSTITUTIONAL SALES TEAM. Please note that due to the amount of applications for this role, we may not be able to respond/follow up with all applications. Maxim is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

We're hiring IBD coaches at CareerXL. CareerXL gets undergrads into investment banking, consulting, PE, and hedge funds. Since 2021, 106 of our 107 program completers have placed, with 135 verified offers across 86 firms. 1 in 3 lands at a bulge bracket, elite boutique, or MBB. Nearly half come from non-target schools. We need more bankers who can get them there. What you'll do • Coach students 1:1 on IB technicals, behaviorals, or networking strategy, • Run mock interviews and give direct, specific feedback, • Work with a lead mentor who owns each student's overall plan Who we're looking for • Current or former IBD analyst or associate at a bulge bracket, elite boutique, or top middle-market bank, • Incoming Interns and Analysts can be considered for junior coaching roles, • Recent enough to know what recruiting and superdays look like today, • Able to explain an LBO to a sophomore and have it stick, • [X–Y] hours per week, remote, flexible around your banking schedule Pay: Competitive per hour based on experience and fit

Location: 14888 SE Mcloughlin - Oak Grove, Oregon 97268 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts., • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners through in-person meetings focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma, GED, or equivalent experience (required) or, • Bachelor's Degree (preferred) Work Experience • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications • FINRA License S6 Upon Hire (required), • FINRA License S63 Upon Hire (required), • FINRA Security Industry Essentials (SIE) Upon Hire (required), • Life and Health Insurance Licenses Upon Hire (required) Skills • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals., • Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships., • Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice., • Actively identifying and developing new client relationships through prospecting and networking., • Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs., • Staying updated with market trends and analyzing market conditions to provide informed financial advice. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

We're hiring a Head of Market & Liquidity Risk to lead independent second-line oversight of Mercury's liquidity, interest-rate, funding, investment, and related balance-sheet risks. Reporting to the Chief Risk Officer, this individual will be a close oversight partner to Finance and Treasury functions - providing rigorous, constructive challenge of its strategies, assumptions, models, risk exposures, and contingency plans while maintaining the independence required of an effective risk function. This role is well-suited for someone who can move fluidly between quantitative analysis, strategic judgment, and executive communication. The individual will be a key leader within Mercury's Enterprise Risk team and part of a highly collaborative environment. The role involves especially close coordination with Treasury, Finance, Data, Product, Legal, Compliance, executive leadership, and our banking partners. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. • Lead Mercury's second-line framework for identifying, measuring, monitoring, and reporting liquidity, interest-rate, funding, investment, and related market risks, • Serve as the primary independent Risk partner to Treasury and Finance, providing constructive challenge of balance-sheet strategy, liquidity management, funding plans, investment activity, and hedging decisions, • Help develop and maintain financial-risk policies, risk-appetite measures, limits, key risk indicators, management triggers, and escalation standards, • Help oversee liquidity-risk monitoring, stress testing, and contingency funding, including independent assessment of deposit behavior, funding concentrations, liquidity buffers, collateral, and contingent funding capacity, • Evaluate interest-rate risk and challenge key modeling assumptions, including net interest income and economic value sensitivity, deposit betas, decay rates, repricing behavior, duration, and basis risk, • Help assess the financial-risk implications of new products, rapid growth, market disruption, changes in customer behavior, and developments involving financial partners, • Partner with Model Risk Management, Enterprise Risk, Credit Risk, and Data teams to oversee models, data quality, risk assessments, issue management, and reporting infrastructure, • Support bank-partner oversight, audits, independent reviews, and regulatory examinations while monitoring relevant market and regulatory developments, • Build scalable financial-risk capabilities by improving automation, scenario analysis, early-warning indicators, governance, and executive risk visibility, • Have 12+ years of experience in liquidity risk, interest-rate risk, treasury risk, market risk, asset-liability management, or broader financial-risk management, • Bring meaningful experience in an independent second-line role at a regulated bank, financial institution, fintech, or similarly complex financial-services company, • Have deep knowledge of liquidity, funding, stress testing, contingency funding, and interest-rate risk measurement, including net interest income and economic value sensitivity, • Have experience challenging Treasury strategies, models, and assumptions while building a trusted and productive working relationship, • Understand risk appetite, limits, escalation processes, and executive- and Board-level risk reporting, • Translate quantitative analysis into clear risk judgments and practical recommendations for technical and nontechnical audiences, • Exercise strong independent judgment while navigating ambiguity, collaborating across functions, and building frameworks that can scale Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. Total Rewards The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following : US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $252,000 - $315,600 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $227,300 - $284,000 USD

If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You'll be responsible for leading our business development efforts in the Underserved Community segment, specifically focusing on "economic opportunity" areas. Job Responsibilities • Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneurs, • Creatively look for ways to cultivate long-term relationships with new and existing Community Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation, • Maintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects, • Provide the best in client advice and service, and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide our clients the best solutions for all of their financial need, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio, • Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client, • Discover the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Required qualifications, capabilities, and skills • Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience, • Bachelor's degree in Finance or related field, or equivalent work experience, • Strong relationship management skills; demonstrate strong tactical business development and negotiation skills, • Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions, • Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply Preferred qualifications, capabilities, and skills • Extensive knowledge of business and credit underwriting with commercial credit training, • Experience owning / operating a small business 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 business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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 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

DescriptionTechnical SummaryThe Director of Treasury oversees the organization's treasury function, managing cash positions, liquidity, banking operations, payment systems, merchant processing, governance, and financial risk. This role provides financial stewardship through cash management, liquidity planning, banking relationships, fraud prevention, and treasury operations.The Director collaborates with Finance, Accounting, Revenue Cycle, Supply Chain, KPWA, and other leaders to support business priorities, initiatives, acquisitions, and growth. This position establishes treasury policies and controls to ensure operational resilience, regulatory compliance, and strong risk management.The Director leads the Treasury bank reconciliation team, offering direction and oversight to maintain continuity and align operations with enterprise goals. Through proactive financial management and collaboration, this role helps theorganization meet operational needs and safeguard resources for long-term success.Job Summary:This managing level employee is responsible for overseeing and providing guidance to complex company financial activities across multiple business functions through managing the evaluation and summary of economic, market, and financial data, directing the execution and interpretation of financial analyses to identify risks and opportunities, managing large cross-functional projects or treasury components, and managing and negotiating vendor contracts and transitions while driving compliance to guidelines and requirements.Essential Responsibilities:Demonstrates continuous learning and maintains a highly skilled and engaged workforce by aligning resource plans with business objectives; overseeing the recruitment, selection, and development of talent; motivating teams; preparing individuals for growth opportunities and advancement; staying current with industry trends, benchmarks, and best practices; providing guidance when difficult decisions need to be made; and ensuring performance management guidelines and expectations drive business needs.Oversees the operation of multiple units and/or departments by identifying customer and operational needs; analyzing resources, costs, and forecasts and incorporating them into business plans; gaining cross-functional support for business plans and priorities; translating business strategy into actionable business requirements; obtaining and distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; and ensuring products and/or services meet customer requirements and expectations while aligning with organizational strategies.Oversees complex company financial activities by ensuring team members, including external business partners, provide support to finance and operations; reviewing and approving reconciliation activities; optimizing controls for financial transactions; and ensuring financial processes are fully documented.Directs treasury reporting efforts across multiple financial/business functions by overseeing the evaluation and summary of economic data, market conditions, and financial commitments; identifying and reporting key financial/business drivers, liabilities, and performance indicators (e.g., funding issues, returns on investment, cash-related risks, etc.) to senior management; and developing compelling presentations to convey key findings to executive leadership and external business stakeholders.Directs the execution of complex analyses (e.g., financial, risk, regulatory, business) and the interpretation of results to ensure risks and opportunities are identified by influencing and communicating assumptions; overseeing the development of financial models consistent with regulatory, statutory, and legal guidelines and requirements; and validating conclusions and recommendations based on findings.Manages projects or treasury components of larger cross-functional projects by identifying and managing stakeholder contacts; assembling teams based on project needs and team member strengths; developing, analyzing, and managing project plans; negotiating and managing project schedules and resource forecasts; and managing project financials and deliverables.Drives compliance with regulatory, statutory, and legal controls by developing and coordinating policies and procedures to achieve compliance and control objectives (e.g., audit controls, financial commitments, etc.).Manages vendor contracts and transactions (e.g., lease agreements, investment portfolios, etc.) for complex, high-impact initiatives by actively building and managing a network of strategic/financial/business partners; negotiating and reviewing financial agreements in accordance with regulatory policies and guidelines; identifying and evaluating key performance indicators; and ensuring vendor performance meets established service level agreements.QualificationsMinimum Qualifications:Minimum four (4) years supervisory experience.Minimum three (3) years experience managing operational or project budgets.Bachelors degree in finance or related field and Minimum ten (10) experience in finance or a directly related field. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.Job Field: TreasuryJob Type: StandardSchedule: Full-timeJob Level: Director/Senior DirectorTravel: Yes, 10 % of the TimeEmployee Status: Regular

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 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. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

San Francisco, CA, New York, NY, Portland, OR, or Remote within United States We're hiring a Head of Market & Liquidity Risk to lead independent second-line oversight of Mercury's liquidity, interest-rate, funding, investment, and related balance-sheet risks. Reporting to the Chief Risk Officer, this individual will be a close oversight partner to Finance and Treasury functions - providing rigorous, constructive challenge of its strategies, assumptions, models, risk exposures, and contingency plans while maintaining the independence required of an effective risk function. This role is well-suited for someone who can move fluidly between quantitative analysis, strategic judgment, and executive communication. The individual will be a key leader within Mercury's Enterprise Risk team and part of a highly collaborative environment. The role involves especially close coordination with Treasury, Finance, Data, Product, Legal, Compliance, executive leadership, and our banking* partners. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. • Lead Mercury's second-line framework for identifying, measuring, monitoring, and reporting liquidity, interest-rate, funding, investment, and related market risks, • Serve as the primary independent Risk partner to Treasury and Finance, providing constructive challenge of balance-sheet strategy, liquidity management, funding plans, investment activity, and hedging decisions, • Help develop and maintain financial-risk policies, risk-appetite measures, limits, key risk indicators, management triggers, and escalation standards, • Help oversee liquidity-risk monitoring, stress testing, and contingency funding, including independent assessment of deposit behavior, funding concentrations, liquidity buffers, collateral, and contingent funding capacity, • Evaluate interest-rate risk and challenge key modeling assumptions, including net interest income and economic value sensitivity, deposit betas, decay rates, repricing behavior, duration, and basis risk, • Help assess the financial-risk implications of new products, rapid growth, market disruption, changes in customer behavior, and developments involving financial partners, • Partner with Model Risk Management, Enterprise Risk, Credit Risk, and Data teams to oversee models, data quality, risk assessments, issue management, and reporting infrastructure, • Support bank-partner oversight, audits, independent reviews, and regulatory examinations while monitoring relevant market and regulatory developments, • Build scalable financial-risk capabilities by improving automation, scenario analysis, early-warning indicators, governance, and executive risk visibility, • Have 12+ years of experience in liquidity risk, interest-rate risk, treasury risk, market risk, asset-liability management, or broader financial-risk management, • Bring meaningful experience in an independent second-line role at a regulated bank, financial institution, fintech, or similarly complex financial-services company, • Have deep knowledge of liquidity, funding, stress testing, contingency funding, and interest-rate risk measurement, including net interest income and economic value sensitivity, • Have experience challenging Treasury strategies, models, and assumptions while building a trusted and productive working relationship, • Understand risk appetite, limits, escalation processes, and executive- and Board-level risk reporting, • Translate quantitative analysis into clear risk judgments and practical recommendations for technical and nontechnical audiences, • Exercise strong independent judgment while navigating ambiguity, collaborating across functions, and building frameworks that can scale Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. Total Rewards The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following : US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $252,000 - $315,600 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $227,300 - $284,000 USD

Please take time to review _ before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant, youll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact. In this role you'll • Engage clients with exceptional service while supporting a wide range of sales and service activities., • Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments., • Balance your cash drawer with precise currency and coin handling., • Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals., • Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services., • Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback., • Hold appointments to identify client needs, provide solutions, and support their financial success., • Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations., • Support branch lending processes by answering questions, completing applications, and preparing accurate documentation. What we're looking for • You have a High School Diploma or G.E.D. (Required)., • You bring entry-level experience in teller, banking, or sales roles with established goals (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree. What helps you shine • You enjoy helping clients and excel at building relationships through strong communication and interpersonal skills., • Youre confident discussing banking products and services and can recognize opportunities to recommend solutions., • Youre skilled at multitasking and can adapt quickly to evolving client and branch needs., • You have a basic understanding of retail banking products, policies, and systems., • You can review financial information, including credit data, to identify client needs and suggest options., • You are comfortable with Microsoft Outlook, Word, and other business tools., • You demonstrate professionalism in person, over the phone, and via email., • You can lift up to 25 pounds as part of the role. Our Company Values • Do the right thing, • Mutual respect, • Honesty and integrity, • Accountability What Our Team Says • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." Glassdoor review Compensation & Benefits • Targeted starting salary range (based on experience): $19.00 - $_, • Annual incentive potential, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts 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 business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. The Investment Banking Internship Program is a 10 week program that will introduce potential candidates to our Investment Banking business and the

Job DescriptionAbout the Company We are a renewable energy and ocean technology company committed to rapidly developing and deploying technologies that will ensure a sustainable future for Earth by unlocking the vast energy potential of its oceans. Our focus is on capturing civilizational levels of ultra-low-cost renewable energy for applications including computing and affordable renewable fuels delivered to shore. The company is a public benefit corporation headquartered in Portland, Oregon and backed by leading venture capitalists, philanthropic investors, university endowments, and private investment offices. We operate as an idea meritocracy in which the best ideas change the company's direction on a regular basis. Our staff have worked at organizations such as SpaceX, Blue Origin, Boeing, Tesla, Apple, Virgin Orbit, Astra, Google, Amazon, Microsoft, New Relic, Bridgewater, Raytheon, Disney Imagineering, and the US Army and Air Force, as well as research universities, startups, and small companies across a range of industries. About the Job Reporting directly to the EVP, Strategy, you will support and contribute to the company's work across capital formation, investor relations, communications, and commercial partnerships. The EVP covers a lot of ground — fundraising, PR, and customer and partner engagement — and you will be embedded in all of it, learning fast and producing real work from day one. This includes but is not limited to: • Manage the EVP's calendar, travel, and meeting logistics — and handle personal administrative tasks as needed. This is a high-trust, no-task-too-small role, and keeping the EVP's day running smoothly is foundational to everything else, • Prepare briefing documents, talking points, and background materials ahead of meetings so the EVP walks into every room fully up to speed, • Draft presentations, one-pagers, and pitch materials in PowerPoint, Keynote, or Figma, translating complex ideas into clear, compelling decks, • Update and collaborate on financial models in Excel and Google Sheets (unit economics, scenario analyses, financing structures) and produce clean data visualizations that simplify complex information, • Draft high volumes of written communications: follow-up emails, investor updates, partner correspondence, and internal memos that keep workflows moving across many relationships, • Maintain and organize the EVP's CRM of investors, partners, and key contacts — track engagement, flag priorities, and make sure nothing falls through the cracks, • Support PR and communications efforts alongside internal and external communications teams, including drafting content, coordinating media and partner outreach, and contributing to social media strategy and execution, • Help with preparation, logistics, and follow-up for board meetings, investor touchpoints, and commercial partner engagements, • Attend select meetings, conferences, and events — initially in a support capacity, and increasingly as a representative of the company as you grow into the role This is a high-agency, high-trust position on a lean team commercializing a once-in-a-generation technology. You'll start as a hands-on contributor, doing the work yourself across a wide range of tasks -- some glamorous, some not. As the company scales, if you are excelling in your role, you will help hire another associate to whom you hand off the scheduling and personal assistance work, and step into a more senior role with real ownership of strategic relationships and initiatives. There is no upper limit on your advancement within this company. About You You are organized, resourceful, and reliable under pressure. You take ownership of your work, follow through without being chased, and move quickly when the situation calls for it. You're comfortable operating across a wide range of tasks — from building a financial model to coordinating doctor's appointments — because you understand that on a small team, range matters more than title. You are an excellent communicator: clear and concise in writing, confident in conversation, and able to distill complex ideas into compelling narratives for investors, partners, and the press. You have strong analytical instincts — you can build a model, catch an error in someone else's, and tell a clear story with data. You're discreet and trustworthy with sensitive information, and you navigate organizational dynamics with good judgment and emotional intelligence. You are genuinely curious and motivated to develop expertise across new domains, tools, and markets. You handle ambiguity and shifting priorities well, and you bring energy and a bias toward action to your work. You value directness and transparency, and you hold yourself to a high standard without needing to be managed closely. Qualifications • 2-4 years of experience in management consulting, investment banking, venture capital, or a high-growth startup in an operational or strategic role, • Bachelor's degree required; advanced degree (MBA, MS, or equivalent) is a strong plus, • Expert-level Excel/Google Sheets and investor-grade presentation skills (PowerPoint, Keynote, Figma), • Exceptional written communication; able to condense complex ideas into crisp bullets and headlines, and flex style for various audiences, • Strong affinity for, and facility with, technology, including but not limited to AI tools, CRMs, productivity software, and whatever comes next, • Demonstrated "extreme ownership" and comfort with tight deadlines, incomplete information, and senior-level scrutiny, • Experience in or strong affinity for technology-oriented, engineering-driven companies, • Bonus: familiarity with energy, AI infrastructure, data center, and/or climate tech marketsAdditional Requirements, • Hybrid role based in Portland, OR. Must be willing to spend significant time in Portland (relocation assistance provided)., • Nonstandard hours, including evenings and weekends, are required. We move fast and our partners span time zones., • Some travel on short notice to meetings, conferences, and events.Compensation and Benefits If hired for this full-time role, you will receive: • Cash compensation of $125,000 - $175,000, depending on experience., • Equity in the company. We're all owners and if we're successful, this equity should be far and away the most valuable component of your compensation., • A benefits package that helps you take care of yourself and your family, including:, • Flexible paid time off, • Health insurance (the company pays 100% of gold-level PPO plan for full-time employees, their partners, and dependents), • Dental insurance (the company pays 100% for full-time employees, their partners, and dependents), • Vision insurance (the company pays 100% for full-time employees, their partners, and dependents), • Disability insurance (the company pays 100% for a policy to provide long-term financial support if you become disabled), • Ability to contribute to tax-advantaged accounts, including 401(k), health FSA, and dependent care FSA, • Relocation assistance to facilitate your move to Portland (if needed).

The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Investment Banking Summer Analyst. Summer Analyst positions working with the firm's Investment Banking Group.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description As a T&T| CBRE Construction Project Manager you will be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This is a remote role for someone in the Pacific Time Zone. We are looking for a construction project manager to support our financial retail banking client on their projects. This person will support a large volume on projects consisting of HVAC, roofing, and parking lot upgrades, etc. There is no travel required for this role. What You’ll Do: • Manage all areas of project management for singular real estate projects. This includes planning, design, construction, occupancy, and closeout., • Work directly with clients to prepare all elements of the project. This includes the scope of work, project delivery resource requirements, cost estimates & budget, work plan schedule & milestones, quality control, and risk identification., • Define the project delivery resources from pre-qualified lists or through the project qualification process. Conduct a standard request for proposals, complete bid evaluations, and recommend resources to clients., • Implement project documentation governance that is aligned with company and client requirements., • Ensure project data integrity and documentation is accurate, timely, and coordinated., • Direct the project delivery team by providing guidance and direction to achieve goals., • Create action plans to meet objectives, budget, and schedule. Track the progress of each project and report status and variances., • Demonstrate ability to identify project threats and develop risk mitigation and contingency plans. Implement action plans to reduce or eliminate project risks., • Apply in-depth knowledge of standard principles and techniques/procedures to accomplish complex assignments and provide innovative solutions., • Coach others and share in-depth knowledge of own job discipline and broad knowledge of several job disciplines within the function., • Impact a range of customer, operational, project, or service activities within own team and other related teams, • Work within broad guidelines and policies. Explain difficult or sensitive information Qualifications • Bachelor's Degree preferred with 5-8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. LEED AP, PMP, and/or CCM designation(s) preferred., • Ability to exercise judgment based on the analysis of multiple sources of information., • Willingness to take a new perspective on existing solutions., • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc., • Organizational skills with an advanced inquisitive mindset., • Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations. Additional Information *SOX control responsibilities may be part of this role, which are to be adhered to where applicable. On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this, we promote a healthy, productive, and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at www.turnerandtownsend.com/ and https://www.heery.com/ All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

As part of the Admission Operations Team this position serves as the technical administrator for the Slate Customer Relationship Management (CRM) system.The role configures maintains and optimizes Slate to support efficient admission and financial aid processes data integrity reporting and an effect

As a Business Intelligence Analyst you will help identify promising markets companies products operators and investment or growth opportunities. Build lead lists opportunity maps investment screens and strategic summaries. This is a strong fit for candidates interested in consulting finance investme

Vacation PTO Flex PTO and Holiday PTO) banking benefits and discounts career development and reward and recognition. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. Toget

DHL Supply Chain is Hiring! At DHL you will play a part in one of the worlds most essential industries.There has never been a better time to join DHL Supply a global business like ours the opportunities are endless.The core responsibilities of this role include: Provide administrative and clerical

Business Operations & Systems Analyst.Monday - Friday 8AM - 5PM HYBRID.The hiring authority reserves the right to offer the position at any time after the required posting period and during the recruitment process.It is to the applicants advantage to apply as early as possible.The Department o

Enter and retrieve information contained in computer databases using a keyboard mouse or trackball to update records files reservations and answer inquiries from guests.Transmit information or documents using a computer mail or facsimile machine.Operate standard office equipment other than computers

DSHS FTAA IT Data Management - Senior Specialist.We are seeking an experienced Epic Senior Business Intelligent Analyst to join our team at the Finance Technology Analytics and Accounting Administration (FTAA) and Division of Enterprise Technology (DIT).This is an amazing opportunity for you to util

Environmental Science Associates (ESA) is a 100% employee-owned environmental consulting firm.We plan design permit mitigate and restore for projects across our communities infrastructure systems open spaces and wildlands.We are 50 years strong in 21 offices across California the Pacific Northwest a

Monday - Friday 5:30 AM - 1:30 PM.Medical Dental and Vision insurance.Early morning hours offering a great work/life balance.Opportunityfor growth that is second to none in the industry.Acadia Healthcares Comprehensive Treatment Centers the leading provider of medication-assisted treatment in the na

This is a full-time permanent remote position.Employees may occasionally be asked to attend an in-person meeting or event based on business needs.This recruitment is open to Washington State residents only.This IT Business Analyst Journey provides is responsible for PEBB and SEBB business and techn