Trabajos investment firm en Bayonne, New Jersey - Page 2Crear alertas

Vice President, Regulatory Oversight Management At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Vice President, Regulatory Oversight Management to join our Global Holdings Reporting team. This role is located in New York, NY. BNY’s Global Holdings Reporting (GHR) team centrally manages and executes mandatory securities‑holdings disclosures to regulators and exchanges worldwide. We’re a close‑knit, global group known for collaboration, market expertise, and a strong risk‑and‑control mindset. Partnering across Compliance, Legal, Operations, and Technology, we deliver accurate, on‑time filings and continuous process improvements. If you’re growth‑minded and energized by high‑stakes operational excellence, you’ll thrive with us. The successful candidate will bring financial services experience with operational and technical exposure, and possess working knowledge of securities products—including equities, fixed income, mutual funds, and ETFs. In this role, you’ll make an impact in the following ways: • Responsible for supporting the identification and preparation of Substantial Shareholder disclosures and various regulatory reports on a global basis; including requisite data analysis, aggregation and quality control., • Coordinates with Regulatory SMEs in implementing and effectively operationalizing requirements driven by Regulator / legislative updates., • Prepares/Oversees a variety of securities related risk management reports for Senior Management including ad hoc and monthly reporting., • Performs and oversees data management, quality control and investigative research in support of regulatory reporting., • Communicates with internal and external parties, domestically and internationally, on data enhancement and reconciliation., • Drives continuous improvement, coordinating with the technology team on automation/enhancement of various processes and reports., • Ability to leverage AI to streamline and modernize workflows., • Leads and supports projects and ensures they are completed timely and accurately., • Oversees and makes recommendations on necessary procedural/control changes., • Serves as a point of escalation for complex reporting matters; coordinates timely responses and maintains strong stakeholder confidence., • Provides guidance, coaching and leadership support to team members and contributes to the achievement of team objectives. To be successful in this role, we’re seeking the following: • Bachelors degree or the equivalent combination of education and experience is required., • Advanced/graduate degree preferred. 5-8 years of total work experience preferred., • Proficient with MS Excel required and programming knowledge a plus., • Knowledge of the financial services industry is required, with experience and familiarity across securities products/services including equities, fixed income, mutual funds, ETFs, depository receipts, derivatives, securities lending and collateral., • Strong collaborative skills are preferred to work in this collegial team environment., • Strong communication skills, problem-solving and basic project management abilities required., • Prior operational and regulatory experience a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025 BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $125,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Locations US-NY-New York | US-MA-Boston | US-RI-Providence | US-VA-Arlington Requisition ID 2025-10884 Category Real Estate Development Gilbane Development Company is seeking a highly experienced and dynamic Head of Public-Private Partnerships (P3) to lead and expand our P3 initiatives in local & state government entities, K-12, and healthcare. The ideal candidate will have a proven track record in originating and managing large-scale infrastructure projects, developing strategic partnerships, and driving business growth through innovative P3 solutions. This role requires a visionary leader with exceptional skills in project development, financial structuring, and stakeholder management. Leadership and Strategy: Leads the development and execution of the company's P3 strategy, ensuring alignment with organizational goals and market opportunities • Project Development: Oversees the identification, assessment, and development of P3 projects across various sectors, including transportation, civil infrastructure, utilities, and public facilities, • Partnership Management: Builds and maintains strong relationships with public agencies, private sector partners, and other stakeholders to facilitate successful project delivery, • Financial Structuring: Leads the financial structuring and investment activities for P3 projects, including bidding, commercial negotiations, and securing equity investments, • Team Leadership: Provides executive oversight and support to the project structuring and investment teams, ensuring high performance and achievement of project outcomes, • Market Expansion: Identifies and assesses new market opportunities, and develops strategies to enter and succeed in these markets., • Master's Degree or equivalent advanced degree in Business, Finance, Engineering, or a related field., • 10-15 years of experience in P3, infrastructure development, finance, or a related field, with a strong track record of successful project delivery, • Extensive knowledge of P3 procurement and commercial structures, • Strong leadership and team management skills, • Excellent financial acumen and experience in structuring complex financial transactions, • Exceptional communication and negotiation skills, • Ability to build and maintain strategic partnerships, • Proven ability to manage multiple projects and priorities in a fast-paced environment, • Professional engineering license or certification, • Experience working with public agencies and understanding of public sector procurement processes For Rhode Island this ranges from $180,000 - $250,000 plus benefits and a retirment program. For Massachusetts this ranges from $200,000 - $280,000 plus benefits and a retirement program. Gilbane offers an excellent total compensation package which includes competitive health and welfare benefits and a generous profit-sharing/401k plan. We invest in our employees' education and have built Gilbane University into a top training organization in the construction industry. Qualified applicants who are offered a position must pass a pre-employment substance abuse test. Gilbane is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, national origin, race, religion, sex, sexual orientation, gender identity, protected veteran status, or disability status. Note to Recruiters, Placement Agencies, and Similar Organizations: Gilbane does not accept unsolicited resumes from agencies. Please do not forward unsolicited agency resumes to our jobs alias, website, or to any Gilbane employee. Gilbane will not pay fees to any third party agency or firm and will not be responsible for any agency fees associated with unsolicited resumes. Unsolicited resumes received will be considered property of Gilbane and will be processed accordingly. We can recommend jobs specifically for you! Click here to get started.

Our client, a dynamic investment firm, is looking for an Administrative Assistant to provide executive support to members of their team. The candidate will collaborate closely with other administrative staff, supporting team initiatives and ensuring seamless day-to-day operations. This is an amazing opportunity to join a highly reputable group with an excellent culture! This role is in office 4x/week. RESPONSIBILITIES: • Manage complex calendars, proactively resolving conflicts and adjusting schedules; maintain consistent communication to keep professionals organized and on track, • Coordinate internal and external meetings across multiple time zones, prioritizing effectively and taking initiative, • Schedule, confirm, and reschedule appointments; track all key meeting details, • Coordinate meeting logistics with office operations team; arrange catering as needed and coordinate IT resources (Zoom/Teams), • Maintain and organize documents within shared drives, • Prepare presentations and other materials, including copying, scanning, and binding; conduct research, • Book travel arrangements, • Provide back-up support to other administrative team members as needed, • Partner with team admins on team-wide meetings, events, document management, • Assist with additional projects and responsibilities as needed REQUIREMENTS: • 3–5 years of professional experience in an administrative support function, within finance is a plus!, • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), • Detail-oriented, highly organized, and proactive, • Excellent written and verbal communication skills, • Strong problem-solving skills with sound judgment and adaptability, • Excellent time-management skills with the ability to manage multiple priorities simultaneously, • High level of discretion and ability to handle confidential information, • Resourceful with a strong sense of ownership, • Calm under pressure in a fast-paced environment, • Highly responsive with strong follow-through, • Bachelor’s degree required SALARY: $100-$120K (DOE) + Discretionary Bonus + Benefits + 401K / contribution + great PTO + Perk! HOURS: 8:30am-5:30pm w/ flexibility. In office 4 days per week.

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca. About the Role We are looking for a Business Analyst specialized in Algo Trading and Real-Time Trading Applications to support an Equity trading environment within a leading investment bank. You will work closely with Traders, Quant/Strats, and IT teams to enhance and maintain low-latency, real-time trading applications, ensuring stability, performance, and rapid delivery of functional improvements. This is a highly interactive Front Office-facing role requiring strong market understanding, excellent communication skills, and the ability to drive requirements from trading desks into scalable solutions. Key Responsibilities • Act as the Business Analyst interface between Equity traders, Quants/Strats, and Technology teams, • Gather, structure, and document business requirements for algo trading strategies and real-time trading tools, • Translate trading needs into functional specifications, user stories, workflows, and acceptance criteria, • Support enhancements on real-time trading applications (order entry, pricing, execution, monitoring, alerts), • Contribute to the specification and implementation of:, • Algo execution flows (VWAP, TWAP, POV, Implementation Shortfall, Smart Routing, etc.), • Market data consumption & normalization, • Pre-trade controls and post-trade analytics, • Risk/limits, compliance checks, kill-switch, and safety mechanisms, • Participate in UAT, define test scenarios, and validate outputs with the business, • Support production topics: incident triage, functional analysis, priority definition, and communication, • Work with stakeholders to optimize latency-sensitive flows, scalability, and system reliability, • Build and maintain functional documentation and training materials for end-users Required Skills & Experience • 7+ years experience as a Business Analyst in Front Office / Trading environments, • Strong knowledge of Equity markets and electronic trading, • Solid understanding of algo trading & execution workflows, • Experience working on real-time applications and trading tools supporting low-latency execution, • Strong ability to interact with:, • Traders, • Quantitative teams / Strats, • Developers and production support, • Excellent analytical skills: ability to investigate issues, identify root causes, and propose solutions, • Very good documentation skills: BRD / FSD / user stories, process flows, • Comfortable in fast-paced environments and able to handle critical production situations

Our exclusive client, a multi-billion dollar global real estate investment management firm and top active buyer in multifamily, is seeking an Acquisitions Analyst with 1-3 years of relevant real estate experience. This individual will focus on sourcing, analyzing, underwriting, and closing multifamily deals across the US. The company has a phenomenal track record and invests in equity and debt across all asset types throughout the US. This is a unique opportunity with a well-established firm, offering exceptional growth potential in a lean corporate structure, with direct exposure to senior leadership and institutional investors throughout the deal process.

• Engagement Manager (TMT), • From $200,000 + bonus, • New York | Hybrid We’re working with a boutique strategy consultancy that’s carved out a 20‑year reputation across Europe and beyond. With a growing global footprint and an entrepreneurial edge, they’re known for helping clients tackle complex strategic challenges across TMT, energy, transport, and financial services. Now expanding their influence into the US market, they’re seeking a commercially sharp strategist to help grow their telecoms practice from their newly launched New York office. The Engagement Manager will take ownership of high‑profile projects that shape strategic decisions at board level. Working in agile international teams, you’ll support and lead engagements spanning due diligence, market studies, post‑merger integrations, and value creation planning — all within a firm where content quality always comes first. The Manager will: – Structure and lead project delivery, from research design to final recommendations – Work closely with private equity, infrastructure funds, and investment banks – Analyse market dynamics across broadband, data centres and telecom towers – Translate insights into actionable, presentation‑ready strategies – Support and mentor junior consultants across global teams You Will Need: – Experience as a Manager in a strategy consulting setting – 5–8 years’ experience in strategy consulting, corporate strategy or PE/VC – Deep exposure to telecoms sector dynamics and asset models – Robust financial modelling skills including DCF, WACC and accounting principles – Strong written, visual, and verbal communication strengths – A self‑starting mindset and appetite for fast, international collaboration Why You’ll Love It: – $200,000+ base salary plus performance bonus – Medical, dental, vision cover for you and your family – 401(k) with employer match – Hybrid model with limited travel (20%) – Clear career path with merit‑based progression – Mobile phone stipend and generous time‑off policies – Work with brilliant, globally connected teams – Take the lead in a fast-scaling US operation – Gain real influence on firm direction Due to a high number of applicants, we are only able to respond to successful candidates.

Firm Information Taproot Management LP (“Taproot”) is a market neutral equities platform that combines stock selection from fundamental L/S analysts with systematic portfolio construction, risk management and execution. Taproot is built around an "Analyst First" philosophy. We believe analysts are the root of fundamental alpha, and that attracting and empowering the best analysts will create the best results. At Taproot, analysts are first-class citizens. Description Taproot is looking for exceptional long-short equity investors to join its investment team. We are building across all sectors, including Financials, Industrials, TMT, Consumer/Retail, Business Services and Healthcare. A repeatable process applied to a defined universe is strongly preferred. Taproot is a firm that empowers investment talent. Candidates will manage portfolios with significant risk allocations and receive formulaic payouts and attribution. They will also have access to an advanced technology platform designed to maximize their performance, along with world-class coaching and mentorship from the firm’s Head of Equities and CEO/Deputy CIO. Requirements • 6-12 years dedicated fundamental long/short experience, ideally in low-net settings, • Excels at single-stock alpha generation within a defined coverage universe of approximately 40 stocks, • Disciplined, methodical investment process that emphasizes structure (such as force ranks, price targets, scoring methods or other organized approaches), • Strong modeling skills. Candidates must build and maintain models for their entire coverage, • Passion, high standards, strong work ethic, determination and grit Location New York, NY. Expected in office 4-5 days week. Contact Interested parties should email CVs and coverage lists to: The estimated base salary range for this position is $175,000 to $225,000, which is specific to New York and may change in the future. Taproot pays a total compensation package which includes a base salary, performance bonus, and a comprehensive benefits package. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.

A quant investment manager is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class trading firm. Responsibilities: • Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary, • Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades, • Address investor requests in real time, often interfacing with internal groups to obtain relevant information, • Update and maintain marketing and due diligence materials, • Manage and maintain CRM system and investor portal, • Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses Qualifiations • 1+ years of professional experience, • Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work), • Strong numerical literacy and Excel proficiency

Personal Assistant – Financial Services (Onsite, NYC) We are partnering with a New York–based investment firm to identify an experienced Personal Assistant to support senior leadership in a fast-paced, high-touch environment. This role provides direct support to the President and a small group of Portfolio Managers and requires exceptional discretion, organization, and attention to detail. This is a fully onsite position (Monday–Friday) based in the firm’s New York office. Responsibilities • Provide comprehensive personal assistant support to the President and multiple senior leaders, managing daily administrative and personal needs, • Coordinate complex calendars, schedule meetings, and manage ever-changing priorities with minimal direction, • Arrange domestic and international travel, including flights, accommodations, ground transportation, and detailed itineraries, • Handle personal and professional tasks such as: restaurant reservations and event planning, scheduling personal appointments (medical, personal services, etc.), running ad hoc errands and handling time-sensitive requests, • Support internal and external events, including firm-hosted events and offsites, • Act as a trusted gatekeeper, exercising sound judgment and confidentiality at all times, • Anticipate needs proactively and ensure leaders are supported seamlessly day to day Qualifications • 5+ years of experience as a Personal Assistant or Executive Assistant, preferably within financial services or a similarly fast-paced professional environment, • Proven ability to manage multiple principals and competing priorities simultaneously, • Highly organized, detail-oriented, and responsive with a service-oriented mindset Additional Details • Fully onsite, Monday through Friday, • New York City, • Long-term opportunity with a close-knit leadership team Compensation: $100k-$250k based on experience

Description: Job Summary: The RFP Specialist plays a pivotal role within Client Asset Management's Business, contributing significantly to the firm's efforts in client acquisition and retention. This individual is responsible for the end-to-end creation, editing, and customization of high-quality, persuasive responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and consultant database updates. The role demands a deep understanding of Department's investment capabilities, strategies, and competitive advantages, and the ability to articulate these effectively to institutional clients, prospects, and consultants. The successful candidate will act as a central point of contact, collaborating extensively with various internal teams to ensure all client-facing materials are accurate, consistent, compliant, and tailored to meet specific client and consultant requirements. Key Responsibilities: Proposal Development & Customization: Lead the drafting, editing, and customization of comprehensive and compelling RFPs, RFIs, and DDQs for institutional clients, prospects, and consultants across a diverse range of asset classes, including equities, fixed income, alternative investments (e.g., private equity, hedge funds, real estate), and multi-asset solutions. Ensure all responses are strategically aligned with client needs, highlight Department's unique value proposition, and adhere to brand guidelines and messaging standards. Content Management & Maintenance: Manage and regularly update a centralized content library of standard responses, firm data, product-specific information, and investment narratives. Ensure the accuracy, consistency, and compliance of all content with internal policies and external regulatory requirements. Proactively identify gaps in content and work with subject matter experts to develop new materials. Cross-Functional Collaboration: Serve as a key liaison, working closely with Portfolio Managers, Product Strategists, Sales & Client Relationship Managers, Legal, Compliance, Operations, and Marketing teams to gather necessary information, validate data, and ensure alignment of messaging across all client communications. Facilitate review processes with relevant stakeholders to obtain approvals and ensure accuracy. Project Management: Effectively manage multiple RFP projects concurrently, often under tight deadlines, from initial request receipt through final submission. Develop and maintain project timelines, coordinate input from various internal stakeholders, and track progress to ensure timely and high-quality delivery. Strategic Communication & Messaging: Translate complex investment concepts, market insights, and quantitative data into clear, concise, and persuasive language that resonates with diverse institutional audiences. Develop compelling narratives that differentiate Department's offerings in a competitive landscape. Quality Assurance & Compliance: Conduct rigorous reviews of all materials to ensure accuracy, grammatical correctness, stylistic consistency, adherence to brand guidelines, and full compliance with internal policies and relevant regulatory frameworks (e.g., SEC, Client). Enable Skills-Based Hiring No Skills Client Asset Management (Department) delivers innovative investment solutions through a global, multi- product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Department is one of the pre-eminent investment management organizations globally. Critical to the success of Department is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. Department is seeking to add a highly motivated professional to its Centralized RFP team. This team is primarily focused on the coordination and completion of Request for Proposals ( "RFPs”) and Due Diligence Questionnaires ( "DDQs”) from prospective as well as existing clients. The Centralized RFP team will work closely with professionals across Department's Client Portfolio Management teams (Fixed Income, Quantitative Investment Strategies and Fundamental Equity) and various sales channels to communicate information regarding the firm, product offerings, investment philosophy, and product-specific information to the client via RFPs and DDQs. The RFP Specialists team is responsible for communicating the investment team's investment philosophy, process, product positioning and current market trends to clients and each of Asset Management's key distribution channels globally. Job Description: • Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner, • Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience, • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups, • Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients., • Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc, • Assist with ad hoc projects including technology initiatives to automate reports and other materials., • Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team. Basic Qualifications: • Bachelor's/ Master's Degree (Preferred: Master's degree of Finance, Economics, Business or Commerce), • Strong analytical and interpersonal skills, • Strong organizational and project management skills, • Excellent communication skills both written and verbal, • Must be motivated and hard working, • Exceptional attention to detail and accuracy, • Ability to handle multiple projects, deadlines, personalities, and broad based coverage, • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products, • Ability to work in a fast-paced, team-oriented environment, • Knowledge of the investment management industry and Department is a plus, • Prior content writing experience of 2-3 years is preferable Education Bachelor's Degree

Our client, a prominent midtown Finance firm with a focus on Life Sciences, is looking for a Team Administrative Assistant to provide administrative support to its investment team. The ideal candidate will be organized, proactive and collaborative. Job Details COMPANY: Investment Management POSITION: Administrative Assistant LOCATION: Midtown, New York HYBRID: 3 days in the office and 2 days WFH HOURS: 8:30am-5:30pm with flexibility to work after hours as required COMPENSATION: $110k-$135k DOE + Discretionary Bonus + Overtime + Great Benefits Responsibilities Enable the success of our investment team by providing critical administrative support, including: • Calendar & conference management, • Travel & expenses, • Data management Requirements • Must have 2-5 years of experience preferably out of Finance/Consulting/Legal, • Ability to work independently and as a team member, • Exemplary time management skills and the ability to identify and anticipate needs, • Detail-oriented self-starter with the ability to handle and prioritize multiple tasks

Optima Partners is looking for an Associate Consultant to support clients on regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, venture capital, real-estate, credit managers, banks and broker-dealers. Considered Candidates Will: • Support a large portfolio of clients as the primary day-to-day oversight resource, • Have familiarity for practical compliance and regulatory matters relating to SEC (e.g., Advisers Act), • CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators experience also a plus, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Demonstrate the ability to support with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 and 38a-1 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion, • Be up to date on current regulatory developments and will to remain abreast of new developments on the horizon, • Have experience with ADVs / Form PFS and other regulatory filings Requirements: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • MUST HAVE 2+ years of total compliance industry experience working at one or more: Hedge fund/ Private Equity /Venture Capital/Credit/Real-Estate/ BDC / asset / investment managers (in-house), advisory services firm or ex. regulator, • Strong interpersonal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Strong analytical and research skills, • Ability to multi-task and prioritize across a range of projects with constantly shifting priorities in a team environment, • Ability to master new tasks quickly and effectively, • Must have the ability to start with limited restrictions The role is a hybrid role. Candidates can be located in New York Optima Partners is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status age or disability.

Job Description DefinedTalent is working with a client that is looking for a Sales Development Representative who thrives at the intersection of engagement, data, and client service to help build this commercial engine from the ground up. You'll be one of the first sales hires and will work directly with the founders to define outbound strategy, messaging, target accounts, and sales processes as we scale. Someone excited about selling data and research to sophisticated Wall Street investors, who wants real ownership and a fast path to career growth Key Responsibilities • Own outbound prospecting into hedge funds, PE firms, asset managers, investment banks, and consulting firms, • Identify and engage senior investment professionals (PMs, Analysts, Partners, CIOs, Heads of Research), • Execute thoughtful, multi-channel outreach (email, phone, LinkedIn, events) tailored to each strategy and firm, • Book high-quality meetings for senior sales leadership and help build a predictable pipeline, • Learn the platform and custom research offerings to clearly articulate value to investors, • Collaborate closely with founders to refine ICPs, use cases, and positioning as (long/short equity, credit, macro, PE, etc.), • Provide direct feedback from prospects to influence pricing, messaging, and go-to-market strategy, • Help establish SDR best practices, tooling, and playbooks as the team scales If you're excited about selling differentiated data and research to elite investors and want to grow with a company from the ground up, this job is for you! Requirements • 1–3 years in SDR/BDR, sales, or a client-facing role (finance/fintech/data is a plus), • Strong interest in financial markets and how funds make decisions, • Comfortable engaging senior professionals and navigating complex orgs, • Motivated, resilient, competitive, and fast-learning, • Clear communicator who can explain nuanced products, • Builder mindset—you want to create, not just execute

Founded in 1992, Cerberus is a global leader in alternative investing with approximately $67 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at ___. Cerberus is seeking a fund accountant to support the firm’s various strategies. Fund Accounting has a significant presence within the organization. The position will be responsible for maintaining the books and records of several funds in accordance with US GAAP. The role will also require frequent interaction and collaboration with several departments within the firm, including Operations, Financial Reporting, Tax, Legal, Investor Relations and Technology. The role will also require communication with several different teams across multiple fund administrators. Responsibilities& Deliverables • Accurately prepare and record accounting entries in accordance with firm policy and US GAAP., • Responsible for the timely and accurate review of the monthly books and records prepared by fund administrators as well as internal reporting of both estimated and final fund PnL & returns, • Review the completeness and accuracy of monthly economic allocations, management fee / waterfall calculations and investor statements., • Responsible for calculations of investor capital calls and distributions, as well as accurate tracking of unfunded commitments, and recallable distributions for each investor., • Prepare internal and external deliverables including investor requests, internal data requests, regulatory reporting requests and, from time to time, ad hoc projections of fund/investor data., • Review payments/reimbursements for fund expenses and management fees and clear the ensuing cash breaks, • Communicate regularly with third party administrators., • Responsible for the review of quarterly unaudited and annual audited financial statements as well as annual footnote disclosures and financial highlights., • Interaction with Operations, Investor Relations, Legal, Tax, Financial Reporting and Technology to resolve process and accounting issues., • Bachelor’s degree in Accounting, • 1-3 years of public or private accounting experience., • CPA preferred., • Experience with a wide assortment of financial products, including fixed income securities, equities, repos, and financial derivatives., • Experience with private equity and hedge funds, as well as other complex fund structures., • Team player and detail oriented., • Must work well in a very dynamic and deadline driven culture., • Excellent interpersonal, written, and oral communication skills., • Proficiency with Microsoft Office Products (Excel, Word) required. Alteryx and Power Bi experience a big plus., • Experience with consolidated and combined presentation of financial statements

Management Consultant – Banking / Wealth Management (Consultant level) 📍 New York, NY (Hybrid – occasional travel to Manhattan required) 💼 Permanent 💰 $80,000 - $100,000 base salary Your growth starts here. Make an impact in financial services consulting. We are working with a global management and technology consulting firm with deep expertise in the banking and financial services sector. With a strong international footprint and a collaborative, high-performance culture, we partner with leading banks and financial institutions to deliver meaningful transformation across strategy, operations, and technology. The roles offer the opportunity to work on high-impact client engagements while developing your consulting skillset in a supportive, entrepreneurial environment. The Role Depending on your experience and level, you will: • Deliver high-quality client proposals, presentations, and project deliverables, • Assess client organizations, processes, and systems to identify improvement opportunities and recommend innovative solutions, including designing and implementing Target Operating Models, • Manage project delivery end-to-end, ensuring alignment with objectives, timelines, and quality standards, • Facilitate workshops and effectively gather business and technical requirements, • Build trusted client relationships and act as a day-to-day advisor, • Stay current on banking trends, digital innovation, and emerging technologies Your Background • 2 - 4 years of experience in management consulting within banking / financial services, • Understanding of banking products and operations (retail, wealth management, capital markets or investment banking), • Experience delivering consulting engagements and working directly with clients, • Analytical, structured thinker with strong problem-solving skills, • Exposure to business / process / technology transformation programs, • Excellent communication and stakeholder management skills, • Entrepreneurial mindset with the ability to manage multiple priorities, • Willingness to travel and work regularly from the Manhattan office Why Join • Global consulting firm focused exclusively on financial services, • Strong onboarding and continuous learning through a global academy, • Clear career progression and international mobility opportunities

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. About the Role Our client, a leading global investment bank based in New York City, is hiring a Senior Front Office Fixed Income Developer to join the technology team supporting the Repo & Bonds trading desk. You will work on a critical in-house trading application used daily by Front Office stakeholders, with high visibility and direct impact on trading workflows, pricing, risk and execution. This is a hands-on role for an experienced developer who is comfortable operating in a fast-paced Front Office environment, partnering closely with Traders, Sales, and Desk Strategists. Key Responsibilities • Design, develop, and enhance an in-house Fixed Income trading platform supporting Repo & Bonds activity, • Build new features and improve performance, stability, and user experience of Front Office tools, • Partner directly with traders and desk stakeholders to capture requirements and deliver solutions quickly, • Contribute to core components such as:, • trade booking & lifecycle workflows, • pricing / curve & analytics integration, • real-time monitoring dashboards, • risk and P&L views, • automation of manual desk processes, • Own the full development lifecycle: architecture, development, testing, release, and production support, • Work closely with cross-functional teams (Risk, Middle Office, Quant, QA, Infrastructure) to ensure end-to-end delivery Required Skills & Experience • 7+ years of software development experience (or equivalent), ideally in capital markets, • Strong expertise in C# / .NET in a production environment, • Proven experience supporting Front Office users (trading desk exposure is required), • Excellent understanding of software engineering best practices:, • OOP / SOLID principles, • performance optimization, • system reliability and maintainability, • clean architecture and design patterns, • Strong communication skills, able to translate business needs into technical delivery, • Ability to work in a high-pressure environment with short delivery cycles Fixed Income / Markets Knowledge (Expected) • Strong familiarity with Fixed Income products, ideally:, • Repo (GC / specials, triparty, funding workflows), • Bonds (government, corporates, IG/HY basics), • Understanding of key Front Office concepts such as:, • trade lifecycle & confirmations, • market data & curves, • risk measures, • P&L drivers, • pricing / yield / spreads

HR Coordinator - Hedge Fund We are seeking a highly organized and proactive HR Coordinator to support a dynamic recruiting and HR function at a highly regarded, collaborative investment firm based in New York City. This individual will play a key role in managing interview logistics, enhancing the candidate experience, and ensuring seamless coordination across hiring processes. Key Responsibilities: • Manage complex, high-volume interview scheduling across multiple stakeholders and time zones, • Serve as a primary point of contact for candidates, ensuring a polished and seamless experience from initial outreach through offer stage, • Partner closely with recruiters and hiring managers to coordinate interview logistics and maintain efficient workflows, • Support onboarding processes, including preparing materials, coordinating start dates, and facilitating a smooth new hire experience, • Track, manage, and help drive timely collection of interview feedback across stakeholders, • Maintain accurate and up-to-date candidate data within the applicant tracking system, • Assist with broader HR initiatives and administrative support as needed Qualifications: • 3+ years of experience in an HR Coordinator, Recruiting Coordinator, or similar role within Financial Services, • Proven ability to manage high-volume scheduling in a fast-paced, detail-driven environment, • Exceptional organizational skills and strong attention to detail, • Excellent communication skills with a professional, candidate-facing demeanor, • Ability to prioritize effectively and operate with a high sense of urgency, • Proficiency with applicant tracking systems and calendar management tools

Highly regarded private investment firm located in the heart of NYC, is seeking a dedicated Assistant with 2+ years of experience out of a fast paced, financial services firm, to support a small team of extremely successful and high-profile Investment professionals. Partner and act as true extension of team. Manage intricate calendars and meeting schedules. Organize domestic and international travel, process expenses Conduct research and prepare meeting materials. Must be confident and reliable, and possess exceptional computer skills including Concur, Salesforce, Outlook and Excel. Bachelor’s degree required, out of an accredited university with a cumulative GPA of 3.0.

Recruiting Associate A leading global investment firm is seeking a Recruiting Associate to join its growing talent team. This is a newly created role offering the opportunity to work closely with senior stakeholders and play a key part in scaling a high-performing organization. Location: Midtown East, NYC (Hybrid: 3 days onsite, 2 days remote) Compensation & Benefits • Competitive base salary: $130,000 – $160,000 + discretionary bonus, • Comprehensive benefits package (medical, dental, vision fully covered), • Generous PTO policy, • 401(k) with employer match The Role This is a dynamic, hands-on position within a fast-paced recruiting environment. The ideal candidate is flexible, detail-oriented, and thrives in a high-volume setting. Key Responsibilities • Partner closely with a senior recruiter to support full-cycle recruiting activities, • Support interview scheduling and coordination, • Handle offer preparation, compensation and offer discussions, and candidate negotiations, • Coordinate with internal stakeholders and recruiting partners to kick off new searches and define role requirements, • Manage agency relationships and assist with external recruiter communication, • Contribute to job description development and process improvements, • Adapt to shifting priorities in a fast-moving, globally connected business Qualifications • 2–5 years of experience in Talent Acquisition/Recruiting and Recruiting Coordination/Scheduling, • Experience managing offers and participating in compensation discussions, • Willingness to take on high volume scheduling, • Comfort working with senior stakeholders and candidates, • Strong organizational and communication skills, • Ability to operate in a high-volume, fast-paced environment, • Professional presence and attention to detail, • Experience with ATS platforms (e.g., Greenhouse) is a plus Please submit your resume to apply! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Title: Associate Location: New York, NY About the Firm Our client is a New York–based retained executive search firm specializing in financial services. The firm partners with leading investment managers, private equity firms, hedge funds, asset managers, and investment banks to recruit senior-level talent across investment, distribution, and functional leadership roles. The team operates in a highly consultative, research-driven environment with a strong reputation for quality, rigor, and long-term client relationships. The Opportunity The Associate will play a key role in executing retained search mandates from inception through completion. Working closely with Partners and Principals, the Associate will support search strategy, market mapping, candidate identification, and client deliverables. This role offers direct exposure to senior executives and decision-makers across the financial services landscape and provides a clear path toward long-term growth within executive search. Key Responsibilities • Conduct detailed market research across asset management, private equity, hedge funds, and broader financial services, • Develop target company lists and talent maps aligned with client mandates, • Identify, engage, and screen prospective candidates, • Prepare candidate write-ups, briefing materials, and search progress reports, • Support client calls and search strategy discussions, • Maintain accurate search documentation and CRM records, • Contribute to industry mapping and competitive intelligence initiatives Ideal Candidate Profile • 0–3 years of professional experience (investment banking, consulting, financial services, recruiting, research, or other analytical/client-facing roles preferred), • Strong interest in financial markets and the asset management industry, • Excellent communication and interpersonal skills, • High attention to detail and strong organizational abilities, • Ability to manage multiple projects in a fast-paced, deadline-driven environment, • Demonstrated intellectual curiosity and professional maturity What’s Offered • Direct mentorship from experienced Partners, • Exposure to senior investment and operating executives, • Structured training within retained executive search, • Clear path for advancement based on performance, • Competitive base salary and bonus

Position: Vice President Reports to: Managing Director – Alternative Investments Division Location: New York, New York (On-site 5 Days/week) Position Summary: Wafra, a New York City based leading global investment firm with approximately $28 billion in assets under management, is seeking a Vice President in its Alternative Investments Division for immediate hire. The position will focus on Wafra’s Real Assets and Infrastructure strategies, which targets control equity and structured capital investments across a broad range of industries and asset classes, including transportation, digital infrastructure, power & utilities and other infrastructure investments. Duties and Responsibilities: • Take a leadership position in deal teams analyzing infrastructure investment opportunities, including control equity and structured capital investments, • Manage quantitative and qualitative due diligence on prospective investments, • Create and present investment committee presentations, • Lead all aspects of investment management post-closing, including financing and disposition efforts, • Communicate effectively with team members, investment bankers, company management teams, counterparties and advisors Requirements: • Bachelor’s degree and strong academic achievement from top‐tier school(s), • Minimum 7‐10 years of experience, including as principal infrastructure investor, • Excellent quantitative skills with experience building financial models, • Self‐motivated, strong work ethic and ability to work in a team environment, • Excellent written and oral communication skills, • Intellectual curiosity Benefits/Compensation: • The anticipated base salary for this role is $180,000 - $200,000. The compensation range for this role is specific to New York City and actual base salary will be determined by several components including but not limited to an individual’s experience, skill set and qualifications., • Wafra is committed to the wellbeing of all employees and the hired candidate will be offered our comprehensive benefits package, including but not limited to, retirement benefits, health insurance, life insurance, paid holidays and time off and various wellness benefits.

Compliance Associate (New York, NY): A leading private equity firm with more than $10B in assets under management is seeking a Compliance Associate to join its team in New York City. This is a fantastic opportunity to join growing firm with a collegial, team-oriented and welcoming culture, and grow into a senior role as the firm enters its next phase of growth and complexity. Key Points: • #2 role a well-established and entrepreneurial private equity platform with a strong growth trajectory., • Work directly with the General Counsel/CCO in executing and refining the firm’s compliance program., • Broad exposure across the private markets compliance landscape, including records management, testing, contract review, and regulatory initiatives., • High visibility and growth potential; the successful candidate will be eager to develop into a well-rounded compliance professional., • Based in the firm’s New York City office., • Collaborative, humble, and intellectually curious team culture. Responsibilities: • Support compliance program administration, including Code of Ethics monitoring and quarterly certifications., • Assist with regulatory filings and maintain compliance records., • Participate in testing, mock exams, and other internal reviews to assess controls and readiness., • Research new regulatory developments and implement resulting compliance requirements., • Review and organize contracts and related legal documentation., • Partner across investment, legal, and operations teams to uphold firm standards and execute firm compliance program., • Contribute to continuous process improvements and best-practice enhancements as the firm scales. Qualifications: • Bachelor’s degree required; legal, compliance, or paralegal background preferred., • 4-7 years of compliance or legal experience in private equity, private markets, or broader financial services., • Prior exposure to compliance frameworks, policies, or regulatory filings., • Excellent attention to detail and organizational skills., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Strong communication, written and interpersonal skills., • Cultural fit is critical: humble, collaborative, intellectually curious, and eager to grow. 48460

Company Insight: A leading global investment firm is expanding its sector-focused data science capability, embedding data more deeply into the investment research process. This team partners directly with investors to generate differentiated insights by applying rigorous analytics to large, complex, and often unstructured datasets. This is a high-impact role for someone who enjoys turning raw data into clear, decision-ready insight — and who wants their work to directly influence how capital is allocated. You’ll operate as a thought partner to investment teams, bringing structure, speed, and analytical rigour to how data informs research and portfolio construction The Role: • Partner with investment teams to understand their research approach and identify how data can strengthen decision-making, • Analyse data from multiple structured and unstructured sources to test complex investment theses, • Rapidly assess data relevance, detect emerging trends, and separate signal from noise, • Identify the key operational and fundamental drivers across companies and sectors, • Deliver high-quality research outputs in a clear, concise format tailored for senior investors, • Help build and evolve scalable datasets, analytical frameworks, and decision-support tools Experience/Skills Required: • Strong intellectual curiosity with a genuine interest in markets and investing, • Ability to quickly digest fundamental research and translate narratives into data-driven analysis, • Advanced Python skills (including Pandas) and strong SQL, • Solid background in statistical modelling and quantitative analysis, • Experience working with large, complex, or unstructured datasets, • Prior exposure to investment management, equity research, or buy-side analytics, • Bachelor’s degree in statistics, engineering, economics, computer science, physics, or a related discipline Pre-Application: • Please do not apply if you are looking for a contract or remote work, • Please ensure you meet the required experience section prior to applying, • Allow 1-5 working days for a response to any job enquiry

Assistant Construction Superintendent PrimeSpace Capital — Full-Time | Travel Required | On-Site at Project Locations throughout the US PrimeSpace Capital is looking for an Assistant Construction Superintendent to join our in house construction team. This is a boots on the ground role for someone organized, detail-focused, and eager to grow in field leadership. You’ll support day to day site operations while being led and instructed by a Senior Construction Manager / Superintendent — learning the process, helping keep the job moving, and stepping in wherever needed to keep the site running clean, safe, and on schedule. We’re a fast growing real estate investment and development firm based in NYC. We build and convert ground up self storage facilities across the country — fast, efficiently, and with pride in the product. With 1.5M+ square feet delivered and a large pipeline ahead, we’re scaling our GC team to match the pace of our deals. Why PrimeSpace Capital? • A steady pipeline, continuous workflow, and true year-round stability — our in house GC model means no downtime, no slow seasons, and no bench time, • Learn directly from experienced senior field leadership, • Be part of a tight knit, fast moving team building exciting projects, • A company that respects the field — because we know nothing happens without the jobsite team, • Long term career growth — we notice good work, we appreciate it, and we invest in the people who deliver it What You’ll Do Under the direction of the Senior Construction Manager / Superintendent, you will: • Assist with day to day field operations on ground up and conversion self storage projects, • Help coordinate subcontractors, trades, deliveries, and inspections, • Support maintaining a clean, safe, efficient job site, • Assist with enforcing schedule, quality control, and construction standards, • Track progress, daily logs, and site reports and report updates to senior field leadership, • Help coordinate with PMs, architects, engineers, subcontractors, and the PSC Team, • Identify issues early and escalate them to the Senior Construction Manager / Senior Development Associate, • Represent PrimeSpace onsite professionally and respectfully, • Travel to project sites as needed (multi-state pipeline) Who You Are • Early-career or mid-level field professional looking to grow into a lead superintendent role, • Detail oriented — you notice things other people miss, • Strong communicator — clear, direct, and collaborative, • Good with people — firm when needed, fair always, • Calm under pressure and solution-driven, • Comfortable traveling and being on the road for project durations, • Takes pride in delivering high-quality work and learning the right way to do it, • No ego, no drama — just solid work and strong teamwork Experience We Value • 1–5+ years of construction field experience (assistant superintendent, foreman, lead carpenter, field engineer, or similar), • Ground-up commercial, industrial, or self-storage experience (big plus), • Ability to read drawings, schedules, and plans, • Experience working with multiple subcontractors and trades, • Understanding of safety practices, inspections, and quality control procedures, • Hands on and willing to step in when needed to keep the job moving, • Comfortable with construction software (Procore, SharePoint, Bluebeam, etc.), • OSHA 30 Hour preferred — (If you don’t have it, you must obtain it within 30 days of hire) Compensation & Benefits Base Salary, Housing Allowance, Vehicle Allowance, Per Diem, PTO, Medical, Dental, Vision Insurance, and 401k. If you want to travel, learn from a strong team, and help build high quality projects while growing your career in field leadership, we’d love to meet you. PrimeSpace Capital LLC is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity

THE CLIENT Our team is working with a global investment management firm with a strong reputation in the industry. The New York office sits within the Americas Client Group and is known for its collaborative, professional culture. The team values strong administrative support and fosters an environment where people feel supported, engaged, and set up for success. THE ROLE This firm is seeking a Team Assistant & Workplace Coordinator to support the North America Advisor Team while overseeing key aspects of office operations. This role is ideal for someone who enjoys multitasking across team support, logistics, and workplace management. Key duties include: • Scheduling internal and client meetings, including catering and logistics, • Coordinating domestic and international travel, • Preparing, printing, and shipping presentations and meeting materials, • Managing office security access and serving as liaison with Building Management, • Supporting workplace health & safety and compliance documentation, • Coordinating office vendors, mail distribution, IT audits, and starter/leaver processes, • Handling catering for meetings, events, and office gatherings THE CANDIDATE The ideal candidate is organized, proactive, and comfortable balancing both administrative support and office coordination responsibilities. They should be a strong communicator who thrives in a polished, fast‑moving environment. Key qualifications: • Experience in asset management or financial services, • 5+ years of administrative support experience, ideally with a sales or client team, • Strong travel coordination and calendar management abilities, • Excellent communication and relationship‑building skills, • High attention to detail and strong judgement, • Ability to take ownership and improve processes, • Fluency in Spanish (required) THE COMP/BENEFITS • Salary up to $120k, • Generous PTO, • Health, dental, and vision coverage, • 401(k) plan, • Hybrid work model, • Strong development and internal growth opportunities Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together

Investment firm in Manhattan seeks an Executive Assistant/Office Manager to join their team. Seeking a candidate with 7+ years of EA/OM experience within a law firm or financial services firm. Bachelor's degree is required. Onsite Monday - Friday Salary range: 100k - 120k base plus bonus Hours: 9am - 6pm Responsibilities: • Serve as the Executive Assistant and Office Manager, supporting executives in a dynamic professional environment., • Manage executive calendars, scheduling meetings, calls, and logistics efficiently., • Coordinate domestic and international travel arrangements for the executive team., • Draft and manage correspondence, ensuring professional communication standards., • Assist with legal document execution, notarizations, and closing checklists., • Maintain organized shared drives and document management systems for easy retrieval., • Greet visitors, manage conference room setups, and coordinate building access., • Plan and execute company retreats, events, and administrative projects., • Monitor office supplies, mailing, and shipping to ensure smooth operations. Requirements: • Bachelor’s degree required., • 7-10 years of executive assistant experience, ideally in the legal or financial services sector., • Proficiency in MS Office programs, including Excel, Word, Outlook, and PowerPoint., • Strong organizational and communication skills, both oral and written., • Experience with legal document coordination, signature pages, and notarizations., • NY Notary Public certification or willingness to obtain promptly preferred., • Ability to work in a fast-paced environment while maintaining attention to detail.

Role Description: A private investment firm located in Midtown Manhattan is seeking an office manager / administrative assistant to support its team. The assistant will perform a variety of administrative functions requiring exceptional attention to detail, sound judgement and the ability to handle confidential information with discretion. The successful candidate will possess a strong initiative, commitment to delivering the highest quality work product, and the energy and flexibility to succeed in a fast-paced, deadline-driven organization. This individual will need to work well in a team environment and represent the Partners, and Firm, with the utmost professionalism. This position will entail office management, administrative functions, and some personal assistant tasks. Responsibilities: • Receptionist duties, including registering and greeting guests, booking conference rooms, and managing incoming calls and mail, • Tracking inventory and ordering office supplies, • Overseeing floor operations, including vendor management and caring to tenant issues, • Scanning and filing of receipts and documents, • Creating, organizing and maintaining physical and digital document folders, • Maintaining Excel schedules related to operations and office management, • Assist with printing and binding presentation materials, • Assist with tracking expenses and creating expense reports, • Assist with calendar management and scheduling, • Updating and creating new contacts in Outlook, • Ordering business gifts, flowers, baby gifts, personal shopping as assigned by Managing Partners Qualifications: • 2-5 years’ experience in a top-level, high-pressure, deadline-oriented executive environment, • Advanced knowledge of MS Office, • Excellent organizational skills, detail-oriented and with the proven ability to prioritize a heavy workload

Administrative Assistant | Well-established NYC Investment Firm A Role That Top Assistants Don’t Leave… They Get Promoted From One of New York’s most respected investment firms is expanding its Corporate / Investment team and is seeking a sharp, highly polished Administrative Assistant who thrives in a fast-paced financial environment. This is the type of opportunity that typically attracts talent from leading private equity firms, hedge funds, and asset managers across Manhattan. The team is looking for someone who operates with the same level of precision, professionalism, and urgency as the professionals they support. If you’re currently supporting a fast-moving team at a top financial firm and are ready for a role with greater visibility, stronger mentorship, and long-term career growth, this is the kind of opportunity worth exploring. In this role, you will work closely with senior professionals across the investment and corporate teams, helping keep critical meetings, projects, and communications running seamlessly. What You’ll Be Doing • Managing complex calendars, travel logistics, and meeting coordination for senior professionals, • Coordinating internal strategy meetings, external client meetings, and presentations, • Assisting with preparation and formatting of reports, presentations, and financial documents, • Overseeing meeting logistics including conference rooms, technology setup, catering, and guest coordination, • Supporting departmental projects, team initiatives, and operational workflows, • Processing expense reports and administrative reporting, • Acting as a polished point of contact for internal teams, executives, and external partners Who They’re Looking For The strongest candidates typically come from top-tier financial institutions and bring: • 4–8 years of administrative experience within private equity, hedge funds, asset management, investment banking, or similar financial environments, • Exceptional organizational skills with strong attention to detail, • Excellent written and verbal communication skills, • Ability to manage multiple priorities in a high-performance environment, • Advanced proficiency in Microsoft Outlook, Excel, PowerPoint, and Word Work Structure Depending on the team, schedules include: • Hybrid: 3–4 days in the office, • Fully Onsite: 5 days in the office Both environments offer strong collaboration and meaningful exposure to senior professionals.

JRN: #2453 We are seeking a strong EA/Office Manager to assist our client a highly regarded, fast-paced investment firm. This role will support a small group of senior Partners while also overseeing key office management responsibilities within a New York office. This role is ideal for a polished, proactive professional who thrives in a dynamic environment and enjoys balancing high-level executive support with hands-on operational oversight. The right candidate is exceptionally organized, detail-oriented, and responsive, with strong judgment and the ability to anticipate needs. This individual will act as a trusted partner to senior leadership while ensuring a seamless and elevated office experience for the broader team. This is an excellent opportunity for a high-performing Executive Assistant who enjoys being deeply embedded in a collaborative, fast-moving environment while playing a key role in both executive support and office operations. This role will start out as a temporary employee and go permanent after the probationary period. Responsibilities: Executive Support • Manage complex, ever-changing calendars with a strong understanding of business priorities, • Coordinate internal and external meetings, ensuring all logistics are handled seamlessly, • Arrange detailed domestic and international travel, anticipating needs end-to-end, • Prepare meeting materials, maintain organized records, and handle confidential information with discretion, • Process and track expense reports in a timely manner, • Serve as a key point of contact for internal and external stakeholders, including clients and their assistants, • Assist with occasional personal tasks and external commitments as needed, • Oversee day-to-day office operations in a shared workspace environment, liaising with facilities, IT, and building services, • Manage mail, deliveries, guest coordination, and conference room scheduling to ensure a polished experience, • Support meeting logistics, including AV setup and troubleshooting as needed, • Coordinate in-office presence and logistics aligned with team needs, including investor meetings and team collaboration days, • Assist with planning internal events, team gatherings, and offsites Requirements: • 6+ years of experience supporting senior executives in fast-paced, high-performance environments, • Prior experience in finance, venture capital, private equity, or professional services strongly preferred, • Exceptional communication skills with a polished, professional demeanor, • Highly organized with strong attention to detail and follow-through, • Adaptable, calm under pressure, and able to pivot quickly as priorities evolve, • Strong proficiency in Microsoft Office and collaboration tools (e.g., Slack, Zoom, Teams), • Team-oriented with a “no task too big or too small” mindset Location: Hybrid schedule, with approximately four days per week in-office in Hudson Yards, NY Compensation: $120-130k DOE, benefits, bonus opportunity

THE CLIENT We’re partnering with a leading global investment firm renowned for its exceptional reputation, high standards, and people-first culture. The New York office is a key hub with strong connectivity to London and global leadership. Their workplace and administrative teams are polished, collaborative, and highly valued. THE ROLE The firm is seeking an Office Manager to oversee the daily operations of the NYC office and deliver a seamless, white‑glove employee experience. This is a high‑visibility, relationship‑driven role partnering closely with senior leadership and global teams. Key duties include: • Leading and developing a small receptionist team, • Overseeing day‑to‑day office operations, vendors, and conference optimization, • Ensuring health & safety compliance, • Supporting ESG initiatives and maintaining carbon reporting, • Handling office projects including fit‑outs, refurbishments, and moves, • Acting as the NYC liaison for London/global leadership, • Delivering a proactive, polished service experience for all stakeholders THE CANDIDATE The ideal candidate is polished, proactive, and thrives in a fast‑paced, high‑performance environment. This person enjoys being at the center of a business and brings a thoughtful, collaborative approach. Requirements: • 10+ years’ experience in office operations or office management, • Experience working in financial services, • Strong communicator comfortable with navigating ambiguity, • Highly organized, solutions-focused, and team‑oriented, • Tech‑savvy; Microsoft Suite proficiency required THE COMP/BENEFITS • $160 - $180k base salary, • Hybrid 4/1 schedule, • Outstanding benefits, including:, • 100% covered medical, dental & vision (including dependents), • 4% 401(k)/Roth match, • 23 PTO days + 12 holidays, • Discretionary bonus Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together

Associate - PE Advisory & Consulting • Location: Chicago, Dallas, Los Angeles, or New York, • Coverage: Consulting / Financial & Operational Advisory / Investment Banking Overview This position offers the opportunity to work across financial, operational, and strategic workstreams within a fast‑paced consulting environment. As an Associate, you'll partner directly with senior leaders and client teams to address complex business challenges ranging from due diligence and value creation to transformation, restructuring, and M&A-related processes. You'll manage discrete workstreams, contribute to high-impact initiatives, and help drive meaningful outcomes for clients. This role is ideal for someone who thrives in a high‑performance culture and wants to play a key role in the growth of a rapidly scaling advisory firm. Key Responsibilities • Collaborate with senior leaders and client stakeholders to tackle financial and operational challenges related to due diligence, value creation, transformation initiatives, restructuring, and M&A/capital markets processes., • Analyze financial statements and operational metrics, including P&L, balance sheet, cash flow, debt schedules, and KPIs., • Build advanced financial models such as three‑statement forecasts, 13‑week cash flows, discounted cash flows, LBOs, accretion/dilution models, and value creation frameworks., • Support specialized workstreams including-but not limited to-bankruptcy preparation, liquidity analyses, vendor reviews, KPI development, incentive plan design, workforce analytics, general ledger reviews, S&OP, organizational design, go‑to‑market strategy, and business process optimization., • Create high‑impact presentations and reporting materials (e.g., dashboards, performance updates, investor/board materials)., • Provide coaching and mentorship to junior team members., • Contribute to internal training, methodology development, and best‑practice sharing., • Support business development efforts and client relationship management., • Assist with talent acquisition, firm‑building activities, and cultural initiatives. Qualifications • Bachelor's degree from a competitive undergraduate program., • Based in or willing to relocate to Chicago, Dallas, Los Angeles, or New York., • Comfortable working in a collaborative, team-based environment with a hybrid in-office schedule (4 days/week) and travel to client sites as needed., • Minimum 2 years of experience in investment banking or private equity., • Formal training in financial modeling from a top-tier institution or firm., • Proven ability to develop and maintain financial models, KPI dashboards, and complex analytical work-or the capability to ramp quickly., • Strong communication skills and executive presence., • Demonstrated success operating within lean, fast‑moving teams., • High attention to detail, responsiveness, and an ownership mindset., • Track record of excelling in high-pressure, client-facing settings. If you'd like to learn more, please apply today and a member of our team will reach out with more information!

Job Description Leucadia Asset Management Financial Strategy & Project Management Associate • Support the development, enhancement, and maintenance of financial models, • Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts, • Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders, • Contribute to the preparation of investor relations materials, including financial presentations and performance summaries, • Analyze financial data to identify trends, variances, and opportunities for improvement, • Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc., • Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets., • Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery Requirements: • Strong financial modeling and analytical skills, • Proficiency in Microsoft Excel, Word, and financial software applications, • Knowledge of financial statement analysis, • Strong attention to detail and problem-solving abilities, • Excellent communication skills and capable to execute in a fast-paced environment, • Ability to identify operational inefficiencies and propose solutions, • Prior experience with any or all aspects of project management, SDLC and Agile Methodologies Experience and knowledge of different asset classes such as Equities, Options and Futures, • Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.) Primary Location: New York Full Time Salary Range of $95,000-$115,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

BURKE+CO. THE GIST: Our client, an impressive boutique investment firm, is looking to hire a top-tier Office Coordinator/Office Manager (depending on experience) to support their NYC team. This role will be responsible for managing the front desk, overseeing office coordination duties & providing administrative support, and acting as an excellent first impression of the firm. This person will also play an integral role in setting up their brand new office space and assisting with all things office move related. This is an amazing opportunity to work in a front-facing role at a highly-respected finance firm and join a top-notch administrative & operations team! THE NITTY GRITTY: • Act as the point person for the firm's office operations, reporting to the Office Manager & Chief of Staff, • Greet and assist incoming guests & clients with 5-star customer service, • Answer incoming phone calls and forward messages, • Help manage their upcoming office relocation (hire & work with vendors, pack & unpack boxes, reorganize supplies, etc.), • Place office supply orders, restock snacks & refrigerator, and coordinate lunch orders, • Book and manage conference room spaces, • Assist in coordinating firm meetings & events, • Maintain general office appearance, • Prepare and distribute mail & shipments, • Work with outside vendors and building maintenance teams, • Assist with other general administrative functions and ad hoc projects, as needed THE ESSENTIALS: • 2+ years of experience working in an administrative or office coordination role, • Experience working in hospitality a plus!, • Previous experience with office moves or remodels a plus!, • Top-tier customer service skills, • Poised & professional communication style, • Resourceful and proactive mindset, • Ability to work collaboratively within all levels of an organization, • Stellar attention to detail and ability to handle multiple tasks with competing priorities THE CHERRY ON TOP: • Awesome opportunity to gain experience with an impressive firm + administrative team, • Room for growth and to take on more! LOCATION: New York City (Onsite) COMPENSATION: $75k-115k base salary + benefits + perks (exact compensation will vary based on skills, experience, and expertise) What are you waiting for? BURKE UP! Email your resumes today to You can view our other open jobs at: ___ (Refer a friend + get a taste of our generous referral bonus program)

We are partnering with a $60B+ AUM Credit fund in need of a CLO Portfolio Associate for their New York headquarters. This firm is known for its 25-year track record of outperformance in credit markets, our client is a titan in the credit universe. This role is a critical hire within their Structured Products team, offering direct exposure to senior Portfolio Managers and the Trading Desk. You will play a pivotal role in the optimization of both U.S. and European CLO portfolios, sitting at the intersection of quantitative analysis, market execution, and portfolio strategy. Key Responsibilities • Portfolio Optimization: Partner with PMs and the Trading Desk to construct and propose trade optimizations for US/EUR CLO portfolios to enhance relative value and improve structural metrics., • Performance Monitoring: Actively monitor collateral composition, coverage tests (OC/IC), and structural triggers. Run all hypothetical trades and synthesize results for senior leadership., • Collateral Analysis: Identify and analyze daily changes in collateral pools, including loan trading activity, rating migrations, and default/recovery scenarios., • Deal Lifecycle Management: Assist in new issue launches, warehouses, restructurings, and refinancing transactions. Track warehouse ramping progress for upcoming deals., • Stakeholder Liaison: Serve as the central point of contact between Trading, Legal, Middle Office, and Technology to ensure deal integrity, compliance with investment guidelines, and data accuracy., • Investor Relations: Support the IR team by responding to complex investor inquiries and producing detailed portfolio performance analytics., • Strategic Support: Monitor fund-level liquidity and proactively propose capital calls as necessary. Candidate Profile The Ideal Professional: You are likely currently working at a top-tier CLO manager, a rating agency, a Big 4 accounting firm, or a specialized valuation shop. You possess a "proactive" mindset and thrive in the high-pressure environment of a leading investment floor. Requirements: • Experience: 2–4 years of experience specifically within structured credit, CLO analytics, or leveraged loan analytics., • Knowledge Base: Deep understanding of CLO documentation, indenture tests, and structural waterfalls. Knowledge of underlying corporate credit ratings is strongly preferred., • Analytical Rigor: Strong quantitative skills with the ability to analyze portfolio-level metrics and collateral performance., • Software: Proficiency in Intex and Bloomberg is highly preferred., • Programming (Plus): Experience with Python, VBA, or SQL is a significant advantage for automating workflows and data analysis., • Bachelor’s degree in Finance, Economics, Mathematics, or a related quantitative field.

Location: Midtown Manhattan Compensation: $100k - $140k + Bonus Responsibilities: • Assist with a wide variety of regulatory, corporate, fund and investment compliance matters across various strategies., • Draft, implement, maintain, and test compliance policies and procedures and support the team in implementing these policies and procedures to address new business practices or regulatory changes (e.g., CTA, etc.)., • Assist with preparation and completion of annual compliance risk assessment and the annual compliance review., • Assist with administration of the firm's Code of Ethics, including trade approvals, trade review, affirmation approvals, quarterly transaction reporting and annual attestations., • Assist with legal and compliance risk mitigation strategies (e.g., data privacy, MNPI, etc.) across multiple disciplines (e.g., client contracts, operational systems, and compliance)., • Materially assist in the preparation of regulatory filings (Form ADV, Form PF, Forms 13G, 13H and 13F, Treasury Filings, CFTC filings, state “Blue Sky” filings and others)., • Review and approve external communications, marketing, and business development materials, including social media, events, website, DDQs and RFPs., • Assist with general KYC/AML requests from third parties., • Assist with regulatory audits, inquiries, and subpoenas. Qualifications: • 2+ years of compliance experience at an investment management firm or compliance consulting firm (JD from an accredited law school is a plus), • Knowledge of the Investment Advisers Act of 1940 and its related rules and regulations, as well as broad knowledge of financial industry compliance programs, • Strong time management, planning and organizational skills., • Ability to work independently but also collaborate in a team-oriented, cross functional and fast paced environment., • Strong communication skills.

We are currently looking for an asset management associate located in Brooklyn, NY. The Associate will work closely with senior leadership on all facets of the Company’s self-storage investment business. This position offers potential candidates an opportunity to work at a Buy-Side firm that provides unparalleled experience and exposure from day one. The position offers an applicant the unique opportunity to be directly involved in evaluating and making principal investment decisions. RESPONSIBILITIES • Prepare monthly performance files comparing performance to investment expectations and evaluate potential upside opportunities, • Assist in spreading and reviewing monthly property financials, • Compiling monthly actionable report and determining resolution to drive operational efficiency at the asset level, • Assist in annual budget process, including spreading budgets, analyzing growth trajectory, and annual meetings, • Day-to-day portfolio management and communication with third-party managers, • Underwrite, evaluate, and compile asset management committee memorandums for potential conversion and expansion opportunities throughout the existing portfolio, • Work collaboratively with team members in various ad hoc tasks and analyses as needed, • Manage AM functions on regionally allocation portion of portfolio, • Assist in transition of acquisition properties from Investment team to Asset Management team, • Supporting in acquisition and disposition due diligence, • Handling information requests from lenders, insurers, and property managers Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or Other relevant field, • Around 4 years of experience working in asset or investment management, • Previous experience in relevant real estate, finance, investments, operations or asset management work, • Strong knowledge of MS Excel including high level of competency with formulations, pivot tables and charts, • Strong quantitative and analytical skills; demonstrated skill at identifying patterns and areas of improvement in data analysis, • Detail-oriented, strong attention to detail without compromise of deadlines, • Capacity to multi-task with relentless attention to accuracy and detail, • Excellent people, written and verbal communication skills, • Self-motivated with the ability to work independently, and with a successful track record of working in a team setting, • Enjoys an entrepreneurial culture that places a premium on performance Pay Range/Benefits: Salary range between $100,000-$130,000. This may include benefits such as: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k), Vacation, PTO, Sick/Personal Time, and Holidays.

Duration: 6 months About the role: The client is seeking an experienced professional to support several Senior Analysts in a fast‑paced environment. This role is heavily focused on travel coordination, T&E expense management (Travel and Entertainment), scheduling, and daily operational support for front‑office teams. Candidates with investment banking or client-facing experience will excel in this role. Responsibilities Must Have Responsibilities: • Coordinate domestic and international travel, including flights, hotels, car rentals, and car services through the travel agency, • Prepare T&E expense reports using the Coupa system, • Reconcile monthly Visa statements for analysts and associates, • Screen calls, greet visitors/clients, and manage all incoming correspondence, • Schedule and coordinate meetings and events with internal departments, • Maintain client databases and log calls/emails in CRM, • Maintain and update research data spreadsheets as required Experience • 4–6 years of administrative experience, • Prior investment banking experience, • Front-office / client-facing experience, • Strong MS Office Suite proficiency, • Experience in a fast-paced environment, • Demonstrated excellence in attention to detail, • Experience managing heavy expenses and T&E processes - (Travel and Entertainment), • Travel booking experience Skillsets • Exceptional communication skills (written and verbal), • Strong organizational and analytical abilities, • Ability to multitask and manage deadlines, • Ability to build and maintain effective working relationships, • Team-oriented with adaptability Education • Post-secondary education required About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Shubham Deep Gautam Email: Internal ID: 26-05082

JOB DESCRIPTION Insight Global is seeking a Vice President of Project Management to drive strategic, business-facing technology initiatives—particularly in the areas of AI, software development, and cloud-based enterprise platforms. The ideal candidate will have experience delivering complex, cross-functional projects, exceptional stakeholder management skills (including at the C-suite level), and a proven ability to operate across both technical and business domains. This role sits within the PMO and supports a broad portfolio, including AI solution deployment, Salesforce integrations, data warehouse projects, ServiceNow enhancements, cloud migrations, complex firm-wide rollouts, and third-party vendor management. What You’ll Do • Lead the end-to-end execution of transformational technology projects, ensuring delivery on scope, schedule, and budget • Manage complex stakeholder environments, bridging communication between technical teams, vendors, business units, and executives • Build and maintain integrated project plans and RAID logs using monday.com • Track milestones, risks, interdependencies, and resource allocations across projects • Partner with business sponsors to drive alignment, requirements, user adoption, and training • Coordinate and lead stakeholder meetings, stand-ups, and executive briefings with well-crafted reporting dashboards • Adapt your project approach (Agile, Waterfall, Hybrid) based on initiative needs • Act as the connective tissue between engineering, operations, and the front office, ensuring clarity of priorities and execution REQUIRED SKILLS AND EXPERIENCE • 7–12+ years of experience across technology, data, banking, consulting, or risk functions. • 3+ years managing complex programs or projects involving data, analytics, AI, or digital platforms in a regulated environment. • Demonstrated experience coordinating multi-workstream initiatives with senior stakeholder visibility. NICE TO HAVE SKILLS AND EXPERIENCE • Master’s degree (MBA or MS) preferred but not required. • Certifications (Preferred) • PMP, PRINCE2, PMI-ACP, Scrum Master, SAFe, or comparable project/program management certifications. • Exposure to AI model deployment or integration into business workflows • Experience working within a Project Management Organization, ability to create and deliver reports and updates to senior management. • Prior work directly supporting investment banking or capital markets teams • AI, data, or cloud certifications are a plus.

(1) Remote M&A Partner (1) Remote M&A Counsel Must be East Coast-based) – Strong Deal Flow (No portable book required) A highly regarded East Coast business boutique is seeking senior Corporate/M&A attorneys (1 Partner, 1 Counsel) to join its growing team. The firm represents lower middle-market and middle-market companies, closely held PE/VC funds, and family offices on sophisticated transactions across the U.S. This platform is built differently from traditional firms. The team is comprised almost entirely of former AmLaw 50–200 attorneys, and matters are handled directly by senior lawyers rather than layered associate teams. The result is a highly collaborative, execution-focused environment working on complex deals without the bureaucracy of large firms. Why lawyers join: • Consistent institutional-quality deal flow (currently ~18 active M&A transactions), • Remote roles with East Coast client base, • 1700–1900 target hours rather than traditional BigLaw pace, • Opportunity to focus on high-level deal work without pressure to originate business, • Clients include founders, family offices, and private investment funds Open roles • Corporate/M&A Partner – lead transactions (no portable book required), • Corporate/M&A Counsel – senior deal execution role, • Part-time Technology / Data Counsel (some privacy) - approx. 20–30 hrs/month The ideal candidates are strong technical lawyers from top firms who enjoy rolling up their sleeves on deals and working closely with clients in a senior-level team environment. If interested, please reach out confidentially.

About the Company My client is a leading global investment management firm that delivers high-quality, uncorrelated returns through a diversified set of systematic and quantitative strategies across global financial markets. The firm’s success is driven by deep expertise in trading, technology, and operations, underpinned by rigorous scientific research. As a highly technology- and data-driven organization, it builds proprietary, cutting-edge systems ranging from high-performance trading platforms to large-scale data analytics and compute infrastructure. With a global footprint, the firm fosters true cross-border collaboration by aligning investment, technology, and operations teams worldwide. Complementing its systematic platform, the firm also runs discretionary strategies to capitalize on opportunities not well suited to purely systematic trading. About the Role Role/Responsibilities: Perform rigorous and innovative research to discover systematic anomalies in equity markets. Responsibilities • End-to-end development: alpha idea generation, data processing, strategy backtesting, optimization, and production implementation, • Identify and evaluate new datasets for stock return predictions, • Maintain and improve the portfolio trading in the production environment Qualifications • MS or PhD in physics, engineering, statistics, applied math, quantitative finance, or other quantitative fields with a strong foundation in statistics, • Previous experience within top hedge funds or investment banks as a quantitative researcher Required Skills • Demonstrated proficiency in Python, • Strong command of foundations of applied statistics, linear algebra, and time series models, • Ability to quickly and efficiently scrub, format, and manipulate large, raw data sources, • Knowledge of financial markets, • Highly motivated, willing to take ownership of his/her work, • Collaborative mindset with strong independent research ability, • Commitment to the highest ethical standards Preferred Skills

Our client is a top-performing hedge fund that’s hiring a research coordinator for its growing equities business. The team is collaborative and fast-paced, and the recently launched firm has already built an impressive track record! The role is supporting several senior team members, with strong total compensation and provides a unique opportunity to join an expanding team at an early stage. Responsibilities: • Provide day-to-day administrative support to 3–4 senior members of the Equities team, • Heavy calendar management, scheduling across time zones, • Coordinate meetings, travel, and expenses, • Act as a trusted partner to the team, anticipating needs and managing priorities, • Support a fast-paced, high-touch environment with discretion and professionalism Requirements: • Prior experience supporting senior professionals in finance, investment management, or a similarly fast-paced environment, • Strong organizational skills and attention to detail, • Professional, proactive, and collaborative approach, • Ability to work on-site 5 days per week

Sichenzia Ross Ference Carmel LLP is seeking a Junior Level Corporate Associate with a minimum of 1 year of experience in the field of securities and corporate law, to join the firm’s Corporate and Securities Department, to focus primarily on working with private funds and investment managers. The role involves drafting and reviewing fund and investment documents, assisting with regulatory filings and coordinating with clients and third-party service providers. Associates gain hands-on experience across the fund lifecycle. The firm supports a hybrid working environment, and offers a comprehensive compensation and benefits package, including a potential bonus and potential % of origination on new business. Qualifications: • New York bar admission required, • Must be authorized to work in the U.S., • Knowledge of securities and corporate law, • A minimum of 1 year of experience with regulatory requirements and compliance issues, • Experience with legal issues impacting private funds and investment managers is preferred, • Self-motivated and proactive approach to managing client relationships; must be invested in our clients and deeply committed to obtaining the best possible outcome for them, • Excellent interpersonal communication skills and exemplary attention to detail, • 1+ years of substantive legal experience Primary Responsibilities: • Assist in the formation, structuring and capital raising for private investment funds, • Draft and revise fund documents, such as private placement memoranda, operating agreements, supplements, subscription agreements, investor questionnaires, side letters, closing documents and more, • Support ongoing investor relations matters, including preparing disclosure updates, • Assist with preparing and filing Form ADVs, Form Ds and other federal and state regulatory filings, • Assist with regulatory examinations, including preparing responses and document collection, • Support registered investment advisers with compliance under the Investment Advisers Act of 1940, • Assist with drafting and reviewing term sheets, purchase agreements and financing documents, • Conduct legal due diligence for investments and portfolio company transactions, • Coordinate with fund administrators, compliance consultants and other service providers, • Support senior attorneys in managing transactions and client matters

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT. Title: Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI) Location: New York / New Jersey Type: FTE About the Role We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team. Key Responsibilities • Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making., • Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes., • Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas., • Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings., • Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services., • Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives. Key Qualifications • 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts., • Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations., • Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives., • Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments., • Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities. This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice. If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you. Apply today to be part of a dynamic and forward-thinking team at Straive. “Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

About Secfi Secfi is building the leading investment platform for founders and tech employees to unlock the full value of their pre-IPO equity (option- and shareholdings) and multi-family office for the next generation of affluent tech entrepreneurs. We manage and raise private funds investing in leading pre-IPO companies. We provide tens of thousands of executives, employees and founders with tax and equity planning. And we are building a multi-family office investment management platform. With a highly differentiated origination funnel, tech-enabled operations, and growing LP demand, we’re scaling rapidly. We are entering our next phase of scale and are hiring a Chief of Staff to work directly with the CEO and management team to accelerate execution across the company’s most critical initiatives. About the role • This is a high-trust, high exposure role at the center of the company., • You will work closely with the CEO/CIO on high-impact corporate strategy, partnerships, and fundraising initiatives. This role requires both intellectual rigor and practical execution, combining strategic thinking with the ability to deliver at speed., • You will be responsible for supporting leadership in shaping and executing company strategy, managing critical partnership and fundraising initiatives, and ensuring the development of high-quality materials and analysis., • This position is ideal for someone from a top investment banking, management consulting (MBB), or private equity/venture capital background who thrives in a fast-paced environment, can quickly grasp complex problems, is highly analytical and can communicate insights and recommendations concisely., • This is not just a strategy role; we’re looking for someone who can think like an advisor and execute like an operator. You must have a flexible agenda and can-do mindset. Travel will be required as part of this role and you’ll have to align your schedule to the timezone the CEO/CIO operates in. This will mostly be ET and CET. Location: • This role is based is preferably based in New York, • For the right candidate it's possible to start this role in Amsterdam and relocate to NY later, • In office 3+ days a week + travel requirements What you’ll do: • Partner directly with the C-suite to help build a best-in-class fintech and asset management firm, • Shadow the CEO/CIO and Founder in critical meetings and execute on next steps, turning discussions into execution with speed and precision, • Support key corporate projects including strategic partnerships, shareholder discussions, board meetings and company-wide strategy, • Be an absolute Excel ninja and PowerPoint wizard. You should be deeply numerical and be able to convert complex data into simple and straightforward stories and slides, • You're able to talk confidently with founders, CEOs and CFOs of growth and unicorn stage companies, as well as various institutional investors and family offices, • Support Management Team members in their strategic plans, e.g. the head of Product in product strategy and roadmap + research, the head of BD with a new pricing strategy for partnerships and the head of marketing with a new plan for targeting founders and CFOs, • Contribute to our capital raising efforts for our PE/VC style late-stage investment funds, • If you have no interest in technology and exploring the use of AI in your day to day; don’t apply What you’ve done: • 4–7 years of experience in top-tier investment banking (Top tier bank), management consulting (McKinsey, Bain Consulting or Boston Consulting Group) with an affinity to finance, or private equity/venture capital, • Exceptional analytical, problem-solving, and quantitative skills, • Exceptional proficiency in Excel (modeling, analytics) and PowerPoint (high-quality presentations) and ability to distill the key narrative (Pyramid principle) and present accordingly, • Strong communication skills with the ability to break down complex concepts into concise, actionable insights and communicate with senior (third party) executives, • Self-starter mindset with the ability to work independently in a fast-paced environment, • Strong interest or exposure to technology, wealth management, venture capital, or growth-stage investing Also important • Fluent in English, • Curious, optimistic and positive mindset, • Have fun at work

Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their New York, NY location. About the Role We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities • Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning, • Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency, • Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content, • Clearly communicate investment philosophy, strategy, and differentiators, • Maintain and enhance standard content language within RFP systems (e.g., Responsive), • Support process improvement initiatives, workflow automation, and content governance efforts Required • Bachelor’s degree required, • Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred), • Strong writing, editing, and verbal communication skills, • Ability to distill complex investment concepts into concise messaging, • Proven ability to manage competing priorities in a deadline-driven environment, • Proficiency in Microsoft Office Suite, • Experience with RFP software (e.g., Responsive) strongly preferred, • Familiarity with institutional and intermediary distribution channels is a plus Professional Competencies • Highly organized, detail-oriented, and proactive, • Bachelor’s degree in Finance, Business, Economics, or related field preferred, • Strong critical thinking and synthesis skills (qualitative and quantitative information), • Ability to work independently and collaboratively across departments and seniority levels, • Comfortable facilitating discussions and driving content development in support of sales initiatives, • Strong interpersonal and time management skills, • Adaptable to evolving technology platforms and process improvements

Company Insight: A leading global trading firm is expanding its alternative data initiative and is seeking an experienced Data Scientist to help drive the next phase of signal discovery and deployment. Sitting at the intersection of quantitative research and live trading, you’ll work with datasets that are large, messy and unstructured - using rigorous analytical methods to determine what is predictive, what scales, and what ultimately makes it into production. The team operates in a research-driven environment with fast feedback loops, close proximity to trading, and a strong emphasis on measurable impact rather than theoretical modelling. The Role: • Evaluate and analyse a wide range of alternative datasets (transactional, behavioural, geospatial, web-derived, etc.) to identify potential trading signals, • Design and run experiments to assess data quality, stability, coverage and predictive power, • Build statistical and machine learning models to transform raw alternative data into usable features and signals, • Develop robust analytical frameworks to monitor signal decay, bias and performance over time, • Communicate findings clearly to quantitative researchers and key stakeholders, influencing research and trading priorities Experience/Skills Required: • A strong academic background in a quantitative field from a top-tier university, • 2–5 years of experience in a data science or research role within a hedge fund, market maker, or investment bank, • Demonstrated experience working with alternative data and assessing its real-world usefulness, • Advanced Python skills and strong SQL capability for large-scale data analysis, • A solid understanding of statistics, experimentation, and applied machine learning in noisy environments Pre-Application: • Please do not apply if you are looking for a contract or remote work, • Please ensure you meet the required experience section prior to applying, • Allow 1-5 working days for a response to any job enquiry

Lead Advisor is a wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule. Core Responsibilities · Serve as a primary point of contact for clients · Coordinate and execute onboarding of new clients, including account setup, documentation collection, CRM entry, and ensuring a seamless transition into the firm · Coordinate and schedule client meetings in accordance with the firm segmentation and service model · Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings · Coordinate responses to inbound client communications by addressing account and policy related inquiries or directing them to the appropriate team member for resolution · Maintain accurate and comprehensive CRM records in accordance with Helios Capital Partners’ guidelines and procedures Key Characteristics · Excellent organizational skills and attention to detail with high follow-through · Excellent verbal and written communication and interpersonal skills · Approachable, respectful and inclusive communication · Ability to give and receive constructive feedback · Proficient in Microsoft Office suite or related software · Proficient in Microsoft CRM or related software · Strong desire for personal and professional growth · Ability to maintain confidentiality · Full time – hybrid role Qualifications Required · Bachelor’s degree ideally in business administration, accounting, finance or equivalent work experience · Life, Accident and Health license and FINRA SIE, Series 6 or 7 and 63 licenses Preferred · 2-5 years in wealth management or investment management industry Salary Range · $60K-$85K plus bonus (depending on experience) 2 days in midtown 60-85k

Position: Associate / Vice President Compliance This role absolutely requires private equity or broader alternative investment management compliance experience. The firm is a private equity firm focused on GP-led secondaries investments in North American middle market companies. The firm was founded in 2016 and today has over 20 employees and $2.4 billion in AUM (per 12/31/2024). Opportunity: The Associate / Vice President Compliance will be responsible for administering processes and procedures to ensure the firm adheres to operational excellence and regulatory compliance. Responsibilities: • Maintain agendas, minutes, approvals, action items and backup documentation for committees including the Investment Committee, Operating Committee, Portfolio & Risk Committee, HR Committee and Compliance Committee, • Manage compliance program, • Manage governance and regulatory compliance of offshore entities (Cayman and Luxembourg), including providing regular pipeline reports, coordinating approvals, investment minutes, deal documentation, allocations and cash planning, • Manage regulatory submissions (e.g. Cayman, UK, Belgium, Netherlands, Canada), • Manage certain consulting relationships who assist processes, including compliance, cyber, and legal, • Coordinate systems audits and vendor audits, • Identify and implement process improvement initiatives including the roll out of new policies, procedures, and guidelines, • Qualifications:, • Bachelor’s degree with a record of academic achievement required, • Four+ years of relevant experience in a similar role in the alternative investments industry, • Strong attention to detail and organizational skills – consistently trustworthy, • Strong communication and project management skills, • Entrepreneurial personality is a plus