Investment firm jobs in Hoboken, New Jersey - Page 14Create job alerts

Job Description Headquartered in California, our client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals., • In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients., • Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans., • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit., • Mentor other team members including Portfolio Managers and Analysts., • Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications • 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;, • Experience in dealing with a wide array of corporate clients and credit structures;, • Thorough knowledge of the banking and financial services industries;, • Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;, • Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;, • Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;, • Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;, • Ability to write clearly and concisely in both internal credit memos and client communications., • Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization. Many of our job openings can be viewed at

Job Description This is a senior, execution-focused role responsible for the planning, coordination, and execution of firm-wide transaction activity across loan acquisitions, sales, financings, and securitizations. The Vice President will own the transaction lifecycle from trade acceptance through settlement and post-closing, with direct accountability for timelines, data integrity, contract execution, and revenue realization. The role sits at the center of the firm’s investment and capital markets activity and requires the ability to independently drive complex transactions, manage counterparties, and ensure alignment across internal teams. This is a cross-functional leadership role interfacing with and overseeing multiple teams, communicating effectively with clients and counterparties, and providing transparency into the business to internal and external stakeholders. ESSENTIAL DUTIES · Own end-to-end execution of residential mortgage loan transactions (buy-side, sell-side, financing, and securitizations) from trade acceptance through settlement and post-close reconciliation · Manage transaction timelines by identifying, tracking, and driving key milestones and deliverables required to meet closing objectives · Lead coordination and execution of transaction documentation, including: o Mortgage Loan Purchase Agreements (MLPAs) o Non-Disclosure Agreements (NDAs) o Interim Servicing Agreements (ISAs) o Trade confirmations, bid stipulations, and custodial / bailee agreements · Review and negotiate transaction terms and bid stipulations in coordination with internal stakeholders and legal counsel · Ensure proper counterparty onboarding, vetting, and internal approvals are completed prior to execution · Coordinate due diligence workflows with third-party diligence providers, internal personnel, clients, and external escalation contacts; track exceptions, stipulations, and resolutions through closing · Oversee preparation, validation, and delivery of collateral tapes, loan files, and data submissions; ensure consistency across diligence, structuring, and settlement · Reconcile final funding populations, validate repricing mechanics, and oversee settlement cash flows, funding schedules, and closing documentation · Coordinate all settlement activity, including internal and external communications related to the transfer of funds and collateral · Ensure financing and securitization requirements are addressed across transactions, including coordination with dealers, underwriters, rating agencies, trustees, and custodians · Oversee transfer of servicing and servicing rights and ensure accurate loan boarding and data integrity post-acquisition · Perform post-settlement reconciliation and manage resolution of discrepancies with counterparties in accordance with transaction agreements · Track and resolve post-closing obligations, including breach claims, repurchase requests, and other contractual liabilities · Act as the central point of coordination across Asset Management, Capital Markets, and Finance & Accounting to ensure alignment on transaction status, economics, and reporting · Oversee transaction-related invoicing, ensuring accuracy and alignment with deal milestones, contractual terms, and pull-through assumptions · Maintain and enhance pipeline tracking, including expected settlement timing and revenue realization forecasting · Identify operational risks and inefficiencies within transaction workflows; implement process improvements, standardization, and automation where appropriate · Project manage technology initiatives and vendor onboarding for enhancing workflows and streamlining processes · Build and maintain relationships with originators, servicers, diligence providers, and trading counterparties MINIMUM REQUIREMENTS · 5–10+ years of experience in residential mortgage finance, structured credit, or securitization execution · Direct experience managing whole loan transactions across the full lifecycle (pre-bid through settlement and post-close) · Strong working knowledge of: o Mortgage Loan Purchase Agreements (MLPAs), Interim Servicing Agreements (ISAs), and related transaction documentation o Residential Mortgage-Backed Securities (RMBS) and structured finance execution o Loan-level data, collateral tapes, and servicing transfer processes · Experience negotiating transaction terms and managing legal and counterparty coordination · Strong understanding of settlement mechanics, funding flows, and post-closing reconciliation · Advanced proficiency in Microsoft Excel; ability to operate effectively in data-intensive, process-driven environments · Experience with SQL (MS SQL Server Management Studio) and Python (VS Code, Anaconda) a plus · Experience working cross-functionally with Finance & Accounting on invoicing, cash tracking, and revenue recognition · Ability to manage multiple transactions simultaneously in a fast-paced environment with tight and shifting deadlines · Strong organizational, analytical, and problem-solving skills with high attention to detail · Effective communication and leadership skills and ability to operate with credibility across direct reports, internal teams, management, and external counterparties · Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top undergraduate program required.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Job Description Turner & Townsend is looking for an Associate Director- Scheduling to join our team. This individual will have strong leadership skills and proven track record of successfully manage scheduling on prior projects or programs. Responsibilities: • Work in an integrated planning, cost and risk environment within the project to optimize the use of available resources to complete work plan scopes within budget and time constraints., • Ensure that the established planning and scheduling methodology is followed in developing the project schedule., • Develop Project Milestone and Progress tracking baselines., • Assess subcontractor compliance with established scheduling methodology., • Contribute to the development of the Work Breakdown Structure to support project performance measurement., • Perform analysis of schedule data; identify trends, issues, and areas requiring attention and communication to the Project Director and Team., • Communicate and collaborate with both internal and external clients on the project schedule., • Contribute to the coaching and mentoring of the planning team, • Lead schedule reporting, including schedule forecast updates and schedule contingency management for specific work packages., • Lead schedule updates, analysis, and reports in a timely manner., • Ensure compliance with contractor schedules with the integrated schedules/milestones., • Analyze resource requirements and availability impacts on the schedule and recommend recovery options., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering or field related to construction., • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred., • Schedule management on Tall Building Construction Project Experience is a MUST, • Minimum 8 years of relevant experience working in a scheduling role in the construction industry., • Experience working in complex, fast paced, multi-stakeholder environments which require proactive coordination to ensure project/program success., • Practical exposure to network planning structures and techniques, experienced user of Primavera Project Planner 6.0 or above, and Microsoft Project., • Ability to assist with wider business initiatives as needed, including responding to RFPs., • Demonstrates excellent presentation, verbal, written, organizational, and communication skills. Additional Information Salary range for this role is from $125-175k, DOE Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this, we promote a healthy, productive, and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. #LI-LH2 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking a Manager with expertise in Internal Audit within the Financial Services sector, specializing in evaluating the financial operations, processes, and controls of organizations such as banks, investment firms, and other financial institutions. By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.What You'll Do: • Serve as an analyst on a broad range of audit, risk assessment, control testing, and risk management projects by conducting fieldwork, testing controls, preparing work papers, and ensuring the creation of exceptional deliverables that surpass client expectations, • Conduct preliminary analyses and assessments of assigned operating units, business areas, or controls, • Perform walkthroughs with management to document processes, including narratives, flow charts, and risk control matrices, • Evaluate and test internal controls, and develop tailored remediation strategies for identified risk and control gaps, • Assess financial risks, such as liquidity risk, credit risk, model risk, operational risk, and market risk, and ensure that the organization has robust risk management processes in place, • Ensure compliance with various financial regulations and standards, such as Sarbanes-Oxley (SOX), Basel III and CCAR (for banks), and IFRS or GAAP accounting standards, as well as local regulatory frameworks, • Assist Managing Consultants in driving operational excellence by actively participating in ongoing projects, including engagement planning, budget development, progress monitoring, and quality control of deliverables, • Develop a comprehensive knowledge of business and operational processes and controls, • Cultivate new and deepen existing client relationships, leveraging a deep understanding of their business and delivering exceptional results, • Collaborate with CrossCountry and client team members to address business obstacles, explore potential solutions, and create impactful deliverablesWhat You'll Bring:, • 5+ years of prior financial services experience in professional services or industry (public accounting, advisory firm, management consulting firm, or financial institution), • Experience auditing Financial Crime (Anti-Money Laundering, Anti-Bribery and Corruption, and Sanctions), • Experience auditing asset and wealth managers for investments and processes, • Proficiency in identifying and analyzing key financial risks, including liquidity, credit, model, operational, and market risks, • Business areas and processes related to Sales, Trading, Compliance and Operations, • Products, including equities, fixed income, swaps, commodities, and currencies (digital assets experience a plus), • Regulatory requirements impacting financial services, including those related to compliance, risk management, and reporting (e.g., CCAR regulatory requirements, capital calculation and reporting, financial reporting)Qualifications:

Job DescriptionThe Opportunity: Corporate Associate AttorneyCapital Markets GroupAbout the FirmA highly regarded, nationally recognized law firm is seeking a Corporate Associate Attorney (3–5 years’ experience) to join its sophisticated Capital Markets practice in the New York office. This is an exceptional opportunity to work alongside leading practitioners on complex, high-profile transactions representing issuers, underwriters, and financial institutions across a broad spectrum of industries.Position OverviewThe ideal candidate will have substantive experience handling a wide range of capital markets transactions, including both registered and unregistered debt and equity offerings, as well as liability management transactions. Candidates should be comfortable operating in a fast-paced, team-oriented environment and contributing meaningfully to transaction execution and client strategy.Key Responsibilities • Represent issuers, underwriters, and financial institutions in public and private securities offerings, • Draft and negotiate offering documents, underwriting agreements, indentures, and ancillary transaction materials, • Advise clients on SEC reporting and disclosure obligations, • Assist with liability management transactions, including exchange offers, tender offers, and consent solicitations, • Conduct due diligence and coordinate transaction execution across multidisciplinary teams, • Provide strategic guidance on capital markets compliance and corporate governance mattersQualifications, • 3–5 years of experience in capital markets transactions at a leading law firm, • Experience with registered offerings (including IPOs and follow-on offerings) and Rule 144A / Regulation S transactions, • Exposure to high-yield and investment-grade debt offerings preferred, • Strong drafting, analytical, and organizational skills, • Excellent academic credentialsWhy Join This Firm?, • Work on sophisticated, market-moving transactions, • Collaborate with nationally recognized capital markets partners, • Gain meaningful client exposure and hands-on transactional responsibility, • Competitive compensation and comprehensive benefits package, • Clear path for professional development within a premier corporate platform

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Experience working with high‑net‑worth individuals and families, • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Tower Peak Partners is a private markets investment firm launched in 2024. It is headquartered in London and has offices in New York and Rio de Janeiro. The firm is a collective of highly-skilled and recognisable investment professionals and industry executives from around the world. Tower Peak Partners manages thematic investment funds for institutional investors and principal investments through its own balance sheet. The Firm's investment themes capture opportunities in markets that experience deep structural changes, caused by technological advancements, climate change, socio-economic trends and policy developments.The firm delivers investment strategies to institutional investors around the globe, across private equity, venture capital, real assets and intellectual property asset classes. It has 4 dedicated investment teams, each with an average of 25 years of investment experience in industrial transition, aerospace & defense, media, entertainment & sports, and social impact. Role Summary The Head of Legal & Compliance – North America, based in New York, supports the Firm's General Counsel and Chief Compliance Officer in overseeing the all regulatory and legal matters across all of the firm's offices in the United States. They are responsible for responsible for overseeing all legal and ethical matters, ensuring the company operates in compliance with federal, state, and local laws, and mitigating legal risks. The individual will maintain authority and accountability for all legal and regulatory matters of the firm in the region and will act as a trusted advisor to both regional and group-level executives. They will be an integral member of the North American leadership team. This role involves providing legal counsel, developing and implementing compliance policies, drafting and negotiating contracts, managing litigation, conducting training, and supervising the firm's North American legal and compliance department. As a Principal, the role is primarily accountable for fulfilling their responsibilities, while also acting as a driving force for ideas and strategic input at executive level and globally. Key Responsibilities Legal Strategy & Resource Management • Advise executive leadership and various departments on a wide range of legal issues, including contracts, intellectual property, employment, and corporate governance., • Identify, assess, and mitigate legal and compliance risks across the organization., • Draft, review, and negotiate legal documents, agreements, and contracts. Manage and represent the company in legal proceedings, often working with outside counsel., • Leading and managing all legal aspects of mergers and acquisitions (M&A), leveraged buyouts, growth equity investments, and exits. This includes structuring, negotiating, drafting, and closing complex transactions., • Partnering with investor relations teams and external counsel on the legal and regulatory aspects of fund formation, marketing, and ongoing operation, as well as capital calls and distributions., • Ensure the company meets all notification and reporting requirements from regulatory bodies and stays current with changes in laws and regulations., • Design and deliver training programs to employees at all levels to ensure they understand and comply with policies and regulations., • Support internal and external investigations and audits related to compliance issues., • Create, implement, and oversee compliance management strategies, policies, and procedures to ensure adherence to all applicable laws and internal policies., • Serve as the primary point of contact for regulatory agencies (e.g., SEC, FinCEN) and external auditors, managing communications, audits, and investigations., • A Juris Doctor (J.D.) degree from an accredited law school and active membership in a US state bar., • Minimum 15 years of experience as a licensed lawyer working in the financial industry with a blue chip investment firm or with an established law firm in a financial practice., • Proven track record in the investment industry, with strong preference for experience in private equity., • Strong command of industry best practices and legal and regulatory compliance standards, risk management frameworks, and governance practices., • Deep knowledge of relevant U.S. laws and regulations (e.g., SOX, FCPA, AML, data privacy laws like CCPA)., • Excellent communication, negotiation and leadership skills., • Strong analytical, problem-solving, and decision-making skills., • High integrity, resilience and sound judgment., • Ability to work effectively across cultures and time zones., • Strong leadership and influencing skills., • Language skills or international professional experience are strong attributes.

Job DescriptionBrooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date. Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates. Opportunity If you’re interested in the growing intersection of finance and technology, this opportunity offers a unique value proposition. At Brooklyn, we are firm believers in the transformative potential of technology to revolutionize portfolio management and trade execution. We are dedicated to architecting one of the most cutting-edge portfolio management platforms in the industry. As a Portfolio Management Engineer, you will play a crucial role as the primary liaison for our clients, operational partners, and custodians. Your core responsibilities will involve developing tech-forward tools to optimize portfolio management, trade execution, and reconciliation processes. You'll collaborate closely with teams across quant, engineering, research, and trading to ensure seamless workflows and innovation.Responsibilities • Ongoing Portfolio Management: Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians, lending to smooth coordination and execution of trades., • Platform Enhancements: Take part in the implementation of enhancements to the portfolio management platform, utilizing stakeholder feedback and industry benchmarks to enhance functionality, reliability, and scalability, all while maintaining a top-notch user experience., • Collaborative Coordination: Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies, facilitating a seamless experience for clients throughout the investment lifecycle., • Client Service: Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, offering timely updates and addressing any inquiries or concerns to maintain a high level of client satisfaction.Skills & Experience Core, • Professional Experience: Two or more years of professional work experience in equities portfolio management or investment operations., • Education Background: Bachelor's or Master’s degree from a leading institution in a quantitative discipline, such as mathematics, natural sciences, engineering, computer science, or economics., • Proficiency in Python: Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient., • Professional Attributes: Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management.

Job Description About Kayne Anderson Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne Anderson’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $40 billion in assets (as of 12/31/2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals. Position Overview: Kayne Anderson Private Credit (“KAPC”) is seeking a Vice President or Director to join its Restructuring & Workouts team. This individual will play a key role in managing stressed and distressed portfolio investments across KAPC’s middle market direct lending platform. The role is designed for a hands-on restructuring professional with a strong creditor-side orientation who can independently lead complex situations while partnering closely with deal teams, management teams, and external advisors. The position offers significant responsibility, including primary leadership of select credits and direct exposure to investment committee decision-making. This hire will be an integral part of a lean, high-impact team responsible for preserving and enhancing value across a diversified portfolio of middle market investments. Responsibilities: • Lead restructuring and workout situations across KAPC’s portfolio, including both in-court and out-of-court processes (e.g., amendments, liability management, Chapter 11, and rescue financings), • Act as primary point of contact on select stressed/distressed investments, driving strategy, negotiations, and execution, • Develop and evaluate restructuring strategies, including capital structure solutions, liquidity management, and downside protection scenarios, • Engage directly with management teams, sponsors, and advisors, including participation in board meetings and creditor negotiations, • Oversee financial analysis and modeling, including liquidity forecasting, recovery analysis, and valuation work, • Coordinate internal stakeholders, including deal teams, investment committee, and senior leadership, • Manage external advisors, including legal counsel, financial advisors, and consultants, • Monitor broader portfolio trends, identifying early warning signals and proactively managing risk across credits, • Support underwriting teams on stressed situations, amendments, and opportunistic secondary or rescue investments Ideal Candidate Profile The ideal candidate will reflect a blend of restructuring advisory and direct lending experience, consistent with leading profiles in the market. Requirements Core Experience: • 5–10 years of relevant experience in:, • Restructuring advisory (e.g., FTI, Alvarez & Marsal, etc.), • Direct lending / private credit special situations or workouts, • Credit restructuring groups at banks or investment firms, • Experience working on the creditor / lender side is strongly preferred, • Demonstrated involvement in complex restructurings, including liability management and distressed situations Key Skillsets: • Ability to independently lead transactions and workstreams, not just support execution, • Strong understanding of capital structures, credit documentation, and restructuring frameworks, • Experience with middle market companies, ideally in a direct lending context, • Financial modeling expertise, including liquidity analysis, recovery modeling, and downside scenarios, • Hybrid background across advisory and investing roles, providing both technical and ownership perspectives, • Experience engaging at the board or management level, particularly in operational or turnaround situations, • Track record of managing multiple concurrent situations within a portfolio setting Personal Characteristics • Highly self-sufficient and accountable, with the ability to take full ownership of situations, • Strong judgment and decision-making in complex, time-sensitive environments, • Ability to balance analytical rigor with pragmatic, solution-oriented thinking, • Comfortable operating with senior stakeholders and counterparties, • Team-oriented, but capable of operating independently as needed Why This Role • Opportunity to take true ownership of restructuring situations, rather than operating as a junior execution resource, • Exposure to a diverse middle market portfolio, requiring both technical and strategic problem-solving, • Ability to work within a nimble platform where individuals have meaningful influence on outcomes, • Competitive medical, dental, and vision insurance, • Flexible spending accounts (dependent care, healthcare, limited purpose FSA), • Accident and Critical Illness insurance, • Long Term Disability insurance, • Competitive 401(k) benefits, • Pet healthcare savings program, • Member’s Only Healthcare - healthcare navigation, • WellHub - corporate wellness platform, • $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy), • Rocket Lawyer legal benefits, • Reimbursement of professional society memberships and exam fees, • Up to $10,000 matching annually for contributions to qualified non-for-profit organizations, • Parental leave, • Compensation: Approximately $175,000 to $250,000 base salary with a bonus target of 1.0-2.0x base (depending on experience), plus carried interest in vehicles where appropriate. Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Hybrid Law Firm Partner Privacy Salary Range of 225K-250K Plus Yearly Bonus Offered, Equating To 1M-2M Excellent compensation package plus benefits Bergen County, NJ A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. This strategic hire will support increasing client demand and strengthen the team’s ability to counsel sophisticated clients on complex and evolving data privacy issues. About the Role: The ideal candidate will bring extensive experience advising clients on U.S. and international privacy laws and frameworks, providing practical and forward-thinking legal guidance on compliance, risk management, incident response, and strategic data use. You’ll serve clients across industries such as technology, healthcare, education, media, retail, and financial services. In this role, you’ll collaborate closely with other senior attorneys and practice leaders, mentor junior lawyers, contribute to thought leadership, and play a key role in expanding one of the firm’s fastest-growing practices. Why Join: This opportunity offers a national platform and entrepreneurial environment where experienced attorneys can lead and grow. The Privacy and Data Protection team is collaborative and interdisciplinary, working closely with practices across corporate, employment, healthcare, and IP law. Attorneys are supported by strong administrative resources, a national footprint, and firm-wide investment in privacy as a strategic area of growth. Requirements • Deep subject matter expertise in domestic and global privacy laws (GDPR, CCPA/CPRA, HIPAA, GLBA, FERPA, and others), • Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational implementation, and risk mitigation, • Experience supporting incident response, breach notification, and regulatory investigations, • Familiarity with privacy due diligence and data-related concerns in M&A and commercial transactions, • Strong skills in drafting and negotiating data protection agreements, vendor and customer contracts, and privacy schedules, • A client-first mindset, strong judgment, and a collaborative, solutions-oriented approach, • Medical, dental, and vision insurance, • Life and disability coverage, • Flexible spending accounts and commuter benefits, • Generous vacation and sick leave, • Paid holidays, parental leave, fertility benefits, and backup care support

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE - Analyst ***IMPORTANT---THIS ROLE IS IN-PERSON IN OUR NEW YORK CITY OFFICE. PLEASE DO NOT APPLY IF YOU ARE NOT ABLE TO BE IN THE NEW YORK CITY OFFICE FULL-TIME VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a highly motivated individual to fill the position as an Investor Relations Analyst based in our Larkspur, CA office. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Role • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative, • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment APPLICATION PROCEDURES Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Data Analyst, Private Markets LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $140,000 - $160,000 + Bonus and Equity (based on NYC, will be adjusted for geo) The Role: You are the industry veteran who will define the logic for the next frontier of Private Markets AI. Canoe has already built the proprietary technology that serves as the industry standard for automated data extraction. We have the foundation, the clients, and the engine. Now, we are expanding our capabilities to handle the "fun stuff"—the extreme nuance, the edge cases, and the deep complexity of the private markets ecosystem. We are looking for a business leader with deep technical instincts to take our AI from "foundational" to "expert." In this role, you will leverage your years of experience to construct the data extraction strategies for the industry’s most challenging documents. You will bridge the gap between Limited Partner (LP) reporting needs and machine learning, ensuring our models evolve to handle the full weight of private market complexity. What You’ll Do: Strategic Expansion & Model Development: * Construct the "Next-Gen" Playbook: Design the comprehensive data extraction rules for complex LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices). You will move beyond standard mappings to define how our system handles high-complexity scenarios at scale. * Drive AI Evolution: We aren't starting from scratch—we are leveling up. You will analyze model performance on intricate data sets and provide the "human intelligence" needed to retrain our system for higher accuracy and deeper granularity. * Curate High-Fidelity Training Data: Personally analyze and annotate complex, proprietary documents to define the "Ground Truth." Your deep markup of these documents will serve as the gold standard that our engineering teams and models aim to replicate. Expert Intervention & Logic Definition: * Complex Data Intervention: Serve as the final escalation point for data integrity. When the automated logic encounters a new or difficult fund structure, you will step in to resolve the breakage, ensuring the data balances and the output is client-ready. * Codify Financial Logic: Translate abstract accounting concepts (e.g., recallable capital nuances, equalization adjustments, multi-tier waterfalls) into systematic rules that our product team can implement. * Research & Discovery: Proactively identify new reporting trends and asset class variations. You will research how these new instruments should be captured and define the schema before they ever hit our automated production lines.What We’re Looking For: Client & Market Leadership: * Client-Facing Authority: Act as a trusted advisor to our clients. You will demonstrate our deep understanding of their data challenges and articulate how our technology navigates the complexities of their specific portfolios. * Cross-Functional Partnership: Work hand-in-glove with Product and Engineering. You bring the "Business Logic," they bring the code. Together, you will build the future of private markets data.4–7 years experience in private markets financial analysis, fund operations, or fund administration roles. What we're looking for: * Experience: 7+ years of rigorous experience in private markets, specifically within an LP, Fund of Funds, Family Office, or Fund Administrator. * Deep Domain Fluency: You have spent your career analyzing Fund and Investor-level data. You understand the "why" behind every number on a Capital Call and the relationship between financial statements and investor reporting. * A Builder’s Mindset: You are looking for a role where your industry knowledge helps build a product. You are excited by the prospect of taking a manual, messy industry problem and solving it with systemic logic. * Technical Instincts: You are a business person who understands data structures. You may not write software, but you understand how to organize data, identify patterns, and define strict logic rules. * Uncompromising Standards: You know what "audit-ready" looks like. You are willing to dive into the weeds of the data to ensure our AI is learning the right lessons, refusing to compromise on precision. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer's is seeking a Surveillance Analyst that will support the daily functions of the Compliance department. The role is based in New York. Responsibilities: • Analyze current business processes and systems, define needs and document business change requirements, • Monitor customer trading activity for suitability via surveillance alerts and reports, • Review Financial Advisors, Branch Management and Branch Personnel to ensure they are following the policies and procedures of the Firm, • Design, develop and test new monitoring reports, • Regularly engage in verbal and written communications with business and support groups on compliance, sales practices, and best practices, • Analyze problems and assisting with solving and good decision making, • Collaborate with the other divisions within the Compliance Department on special projects, • Understand and apply broker/dealer regulatory rules, • Bachelor’s degree required; licenses a plus but not required, • 1-2 years of relevant work experience, • Strong analysis, problem solving and decision making skills, • Excellent communication skills and attention to detail are a must, • Ability to follow directions and procedures accurately and thoroughly, • Being able to determine if a trade is in line (or not in line) with the new account form, • Identifying suitability issues For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $80,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionA Cost Basis Product Manager drives the strategy, development, and compliance of financial software systems, focusing on accurate tax reporting, cost tracking, and regulatory adherence. They define product roadmaps, bridge technical and operational teams to enhance client investment experiences, and ensure compliance with tax laws, often working on complex B2B2C platforms.Key Responsibilities Product Strategy & Roadmap: Defining the vision and strategic direction for Cost Basis and tax reporting systems, aligning them with regulatory compliance and market needs. Cross-functional Leadership: Collaborating with engineering, operations, legal, and client-facing teams to build and improve product features. Regulatory Compliance & Accuracy: Managing compliance initiatives (e.g., SOX, tax reporting) and ensuring the accuracy of investment cost data (PII, security, SLOs). Requirements Definition: Translating complex tax workflows and technical requirements into actionable user stories, epics, and acceptance criteria. About the firm: This young new age technology FinTech firm will provide ample opportunity to new contractors to become full time employees if the contractor(s) meet or exceed expectation in their initial contracting role. Location: Downtown Manhattan New York Assignment Type: Hybrid in most cases but in special circumstances remote could be a possibility if the firm deems the candidate to be exceptional and the candidate lives outside of the New York Tri-State Area. Candidate Citizenship: Candidate must live in the United States and either be a U.S. citizen or have an existing work Visa otherwise please "Do Not Apply". Start Date: Immediately. Product Development Life Cycle: Leading the end-to-end implementation of new features, from concept to delivery and maintenance. Data Analysis & Optimization: Utilizing quantitative and qualitative techniques to analyze user experience and improve product performance. Experience: Minimum 5+ years of related work experience, often requiring expertise in financial services, tax reporting, or fintech. Technical Understanding: Strong understanding of product management principles and the capability to engage with engineering teams on system architecture. Education: Undergraduate degree required, with graduate degrees often preferred. Skills: Strong leadership, communication, analytical thinking, and ability to manage large, complex cross-functional projects.

Job DescriptionSenior Market Risk - Distressed Debt Market risk leadership position supporting the credit trading/distressed team of an international investment bank Responsibilities: • Effectively risk manage all relevant risk factors inherent to the trading of distressed instruments (market risk, legal risk, idiosyncratic and restructuring risk), • Conduct quantitative and qualitative risk analysis on distressed debt instruments both prior to and post trade execution, • Provide recommendations and analysis on risk mitigation strategies, • Proactively assess positions including deep dive investigations of large P&L and/or risk movements, and quantify existing and new risks while providing cogent commentary to senior stakeholders., • Assist in the definition, review and implementation of limits and ensure risk is well monitored and reported., • Participate in the development of new and enhanced risk tools, • Perform impact analysis of new models including testing for valuation and risk across the HY book(s), • Develop and compute Stress‐test scenarios and analyze the results., • Ensure updated and relevant reserves and Prudent Valuation methodologies are in place. Requirements: • Relevant quantitative market risk management experience, • Strong knowledge of fundamental credit analysis and/or financial modelling skills gained from prior experience within corporate credit analysis., • Strong knowledge of restructuring process and associated trading strategies, • Understanding quantitative risk measures and related modeling / methodology, • Ability to understand, identify, and communicate key risks associated with a variety of processes and transaction structures., • Experience in credit trading (High Yield Cash/CDS) preferred, • Masters degree in a quantitative discipline (e.g., statistics, physics, math) For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Wolfe Research, LLC is launching a new Alternative Asset Management business. Wolfe Alternative Asset Management (WAM) is a strategic expansion of the Wolfe brand into the alternative investment space. It is a membership-based platform offering a menu of curated, institutional-grade investment opportunities across venture capital, private equity, private secondaries, and a broad range of investment funds—including venture, private equity, hedge, and real estate funds—leveraging Wolfe Research’s trusted brand, reputation, and extensive network. Our mission is to deliver unparalleled access to alternative investments, supported by Wolfe’s research expertise and industry relationships, to drive superior, differentiated returns for institutional investors, family offices, and high-net-worth individuals. The ideal individual will have greater than 8+ years working in Fund Accounting to help launch the Alternative Asset Management Business. Keys roles: • Serve as the Director of Finance for Wolfe’s Alternative Asset Management Platform., • Key stakeholder for the compilation of each SPV for the business. Expected to drive to completion all aspects from a Finance ownership perspective., • Should be able to advise the business and internal stakeholders regarding GAAP and Tax considerations., • Must demonstrate knowledge of upstream and downstream dependencies and communicate factors which may drive outcomes of how SPV is formed., • Expected to oversee and manage the Fund Administrator who will manage the books and records., • Expected to review all output from Fund Admin with regard to monthly close/quarterly reporting/annual financial statements., • Will oversee and direct the year end K1 process in which our Fund Admin will hand off financial statements to our tax accountants., • Expected to liaise and ensure a seamless process serving as the individual to troubleshoot and solve complexities between two parties., • Serve as the main liaison with our independent 3rd party valuation specialist. Should demonstrate ability to comprehend and clearly articulate the valuation when liaising with 3rd party auditors or Fund Administrator., • Responsible for the business’s cash reporting and utilization needs., • Expected to work cross functional within the Finance department, engaging our AP, Corporate and Regulatory teams., • Will be expected to develop P&Ps for the business and that ongoing Finance operations adhere to the P&P’s., • Expected to develop and implement the business line reporting structure. Examples such as:, • Liaise with Fund Admin for NAV reporting process, • Develop waterfall reporting, • Develop profitability analysis of individual SPV’s, business line as a whole, • Own core fund accounting functions while taking on expanded strategic and operational responsibilities that extend well beyond traditional accounting—acting in a capacity that blends fund accounting expertise with COO/CFO-level oversight., • Develop and maintain the company's financial model, including KPI development, tracking, and reporting; forecast cash flows and provide actionable insights to support decision-making., • Manage investor-facing operations, including oversight of the client portal/website for document sharing, financial/valuation/P&L updates, capital activity tracking, capital calls, and ongoing investor communications., • Handle ad-hoc reporting, analysis, and special projects with urgency and ownership, demonstrating a proactive, "action-first" mentality essential for success in a dynamic, growing organization., • Lead vendor selection, communication, negotiation, and relationship management to ensure cost-effective, high-quality service delivery., • Support investor relations efforts, including preparation of communications, responses to inquiries, and coordination of documentation related to investments., • Assist in investment-related processes, including financial due diligence (particularly for fund investments), transaction structuring (e.g., designing and implementing fee structures), and ongoing monitoring., • Monitor and actively manage company-level business expenses and operating costs to optimize efficiency and support profitability goals. About Wolfe: Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2025 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. For more information about Wolfe Research, please visit us at: Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.

Job Description Job Title: Program Counselor, Pre College 2026 Organization: Edconic Department: Residential and Student Life Reports to: Senior Program Counselor, Residential Hall Assistant Director, Residential Hall Director Program Information Edconic Pre – College programs provide students with an immersive environment in which they learn, investigate, and explore while having fun and discovering friends, mentors and instructors who share their passions and interests. It also gives intellectually curious students the opportunity to live and learn in a dynamic location while drawing upon the unrivaled expertise and access of The New York Times, Sotheby's Institute of Art, Vogue College of Fashion, Manchester City Sports Business School, and Wired Education encouraging students to take their learning beyond the classroom and into the real world. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), and Vogue College of Fashion (acquired in 2022), Manchester City Sports Business School, and Wired Education. Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, and information services. Position description Program Counselors (PCs) play a crucial role in the residential and social aspects of our pre – college programs and will focus on maintaining a safe living and learning community by upholding the Student and Family Handbook and building a community among the students. Under the supervision of the Residential Hall Director (RHD), PCs provide supervision, advisement, and engagement opportunities for students residing on campus for the duration of the program. This is a live-in position, working up to 40 hours per week with housing. Essential Duties and Responsibilities Program Counselors are primarily responsible for building and maintaining a strong, safe and inclusive residential life community. PCs set up all residential spaces prior to student arrival and hold floor meetings to disseminate important information to their community. PCs complete an evening room-check to ensure that all students are accounted for and document student incidents through Student Management Software (SMS). When programming happens off-campus, PCs escort students to and from the event. PCs design and host residential programming to supplement Institute programming. Other responsibilities include: • Assist in the residential check-in and check-out process ensuring that all students are properly moved into their room and understand the policies therein;, • Present and support in student orientation events including diversity, equity and inclusion sessions and community building activities;, • Support the physical and mental health of students and refer them to appropriate resources, as needed;, • Attend weekly staff meetings;, • Enforce program policies and procedures to ensure that all participants remain safe throughout the program, documenting violations and incidents as they arise;, • Mediate roommate and peer conflicts;, • Manage student and staff interactions using various student management software;, • Complete room checks;, • Abide by Curfew and Proximity policy, when scheduled (see below);, • Plan and lead recreational and social events and activities such as movie nights, arts events, community building activities and outings;, • Assist with administrative tasks which may include the use of technology such as Orah, Pronto, Canvas, Microsoft Office and online based software;, • Support the program through other duties as assigned. PCs will typically work in the afternoons and evenings with some exceptions or other assignments that may arise. PCs will be expected to utilize mobile phone for maintaining communication with staff members as well as students via communication channels. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Have an outgoing disposition and an enthusiasm for working with high school students;, • Establishes a nurturing, inclusive community and encourages positive self-expression., • Must be flexible and highly adaptable; quick and comfortable responding to ever-changing environment., • Highly motivated and comfortable taking initiatives., • The ability to use sound judgement, enforce rules, and assume leadership roles;, • Has a keen interest in New York City culture and is comfortable exploring it with students using New York City mass transit, • Must be willing to live onsite. Education, Work Experience and/or Licensure • Must be legally authorized to work in the United States, • Bachelor’s degree or currently in college required;, • 1+ years of previous residential life experience (summer camp, boarding school, college campus etc.) required;, • Must be CPR certified or be willing to obtain prior to start of program, • Virtual Training: May 26th, 28th and May 29th, • Move-in: May 31st, • In Person Training: June 1st – June 5th, • Term 1: June 7th – June 19th, • Term 2: June 22nd – July 3rd, • Term 3: July 5th – July 17th, • Term 4: July 19th – July 31st In order to maintain student-to-staff ratios overnight, staff may be required to remain within a 15-minute walk of campus after 11 p.m. on their working nights. Staff do not have curfew or proximity restrictions on their days off. This position offers the following: • An opportunity to work with a passionate team of diverse people, • Housing with a roommate and shift meals provided, • Chaperone events and trips to local NYC attractions., • Salary of $18 per hour Language Skills • Excellent verbal and written communication skills., • Excellent command of the English language., • Ability to speak another language is a plus. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit, stand, walk, travel up and down stairs, crouch, stoop, and reach., • Ability to lift up to 25 lbs. Other Requirements All staff will be working closely with minors and must successfully complete all training related to protection of minors. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. [ES1]adjust these dates to match 2025

Job Description Job Title: Senior Program Counselor, Pre-College 2026 Organization: Edconic Department: Residential and Student Life Reports to: Residential Hall Director (RHD)[ES1] Program Information Edconic Pre – College programs provide students with an immersive environment in which they learn, investigate, and explore while having fun and discovering friends, mentors and instructors who share their passions and interests. It also gives intellectually curious students the opportunity to live and learn in a dynamic location while drawing upon the unrivaled expertise and access of The New York Times, Sotheby's Institute of Art, Vogue College of Fashion, Manchester City Sports Business School, and Wired Education encouraging student s to take their learning beyond the classroom and into the real world. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), and Vogue College of Fashion (acquired in 2022), Manchester City Sports Business School, and Wired Education. Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, and information services. Position description Senior Program Counselors (SPCs) play a crucial role in the residential and social aspects at Vogue Winter and will focus on maintaining a safe living and learning community by upholding the Student and Family Handbook and building a community among the students. Under the supervision of the Residential Hall Assistant Director (RHD), Senior PCs provide supervision over program counselors, as well as advisement and engagement opportunities for students residing on campus for the duration of precollege. This is a live-in position, working up to 40 hours per week with housing provided. Essential Duties and Responsibilities Senior Program Counselors are primarily responsible for building and maintaining a strong, safe, and inclusive residential life community. Senior PCs set up all residential spaces prior to student arrival and hold floor meetings with their respective team of program counselors to disseminate important information to their community. Senior PCs complete an evening room-check to ensure that all students are accounted for and document student incidents through Student Management Software (SMS). When programming happens off-campus, Senior PCs may escort students to and from the event. Other responsibilities include: • Responsible for the co- supervision of Program Counselors and students;., • Assist in the residential check-in and check-out process ensuring that all students are properly moved into their residence hall and understand the policies therein;, • Participate in Student Orientation events including diversity, equity and inclusion sessions and community building activities;, • Support the physical and mental health of students and refer them to appropriate resources, as needed;, • Attend weekly staff meetings;, • Enforce program policies and procedures to ensure that all participants remain safe throughout the program, documenting violations and incidents as they arise;, • Mediate roommate and peer conflicts;, • Manage student and staff interactions using various student management software;, • Complete room checks for a minimum of 5 nights a week;, • Abide by Curfew and Proximity policy, when scheduled (see below);, • Assist in the logistics and coordination of co-curricular activities such as movie nights, arts events, community building activities and outings; Event set up/break down, • Assist with administrative tasks which may include the use of technology such as apps, Microsoft Office and online based software;, • Support the program through other duties as assigned. Senior PCs will typically work in afternoons and evenings with some exceptions or other assignments that may arise. Senior PCs will be expected to utilize mobile phone for maintaining communication with staff members as well as students via communication. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Have an outgoing disposition and an enthusiasm for working with high school students., • Establishes a nurturing, inclusive community and encourages positive, self-expression., • Must be flexible and highly adaptable, quick and comfortable responding to ever-changing environment., • Highly motivated and comfortable taking initiatives., • The ability to use sound judgement, enforce rules, and assume leadership roles., • Has a keen interest in New York City culture and is comfortable exploring it with students using New York City mass transit., • Must be willing to live onsite. Education, Work Experience and/or Licensure • Must be legally authorized to work in the United States, • Bachelor’s degree or currently in college required;, • 2+ years of previous residential life experience (summer camp, boarding school, college campus etc.) required., • Must be CPR certified or be willing to obtain prior to start of program., • Two references required. Senior PCs must complete online training prior to arrival. PCs move into the residence halls on Sunday, May 31st, 2026 in preparation for training, which begins Monday, June 1st, 2026. Dates of commitment are below: • Virtual Training: May 26th, 28th and May 29th, • Move-in: May 31st, • In Person Training: June 1st – June 5th, • Term 1: June 7th – June 19th, • Term 2: June 22nd – July 3rd, • Term 3: July 5th – July 17th, • Term 4: July 19th – July 31st In order to maintain student-to-staff ratios overnight, staff may be required to remain within a 15-minute walk of campus after 11 p.m. on their working nights. Staff do not have curfew or proximity restrictions on their days off. This position offers the following: • An opportunity to work with a passionate team of diverse people, • Housing with a roommate and shift meals provided, • Chaperone events and trips to local NYC attractions., • Salary of $20 per hour Language Skills • Excellent verbal and written communication skills., • Excellent command of the English language., • Ability to speak another language a plus. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit, stand, walk, travel up and down stairs, crouch, stoop, and reach., • Ability to lift up to 25 lbs. Other Requirements All staff will be working closely with minors and must successfully complete all training related to protection of minors. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. reports to RHD? [ES1]

Job Description Job Title: Welcome Desk Program Counselor (WDPC), Pre-College 2026 Organization: Edconic Department: Residential and Student Life Reports to: Residential Hall Assistant Director, Residential Hall Director Program Information Edconic Pre – College programs provide students with an immersive environment in which they learn, investigate, and explore while having fun and discovering friends, mentors and instructors who share their passions and interests. It also gives intellectually curious students the opportunity to live and learn in a dynamic location while drawing upon the unrivaled expertise and access of The New York Times, Sotheby's Institute of Art, Vogue College of Fashion, Manchester City Sports Business School, and Wired Education encouraging students to take their learning beyond the classroom and into the real world. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), City Football Leadership Institute (est. 2022) and Conde Nast College of Fashion & Design (acquired in 2022), Manchester City Sports Business School, and Wired Education. Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, and information services. Position Description The WDPC will play a crucial role in the academic, residential, and social aspects of the precollege program by serving as the point person for all things student and parent related by providing support, direction, and a seamless line of communication regarding what’s happening in real time. The WDPC ensures the vital and accurate flow of information between parents, students, program staff, residential life staff and faculty. Essential Responsibilities & Duties WDPCs responsible for a variety of clerical and administrative duties including but not limited to: • Greeting and welcoming students and providing parents and students with accurate information regarding classes, locations and events taking place on campus, • Answering phone and email inquiries with the highest professional standards, • Perform daily attendance checks., • Email parent & guardians regarding unaccounted day students who are missing from class, • If missing student is residential, student must be located, • Check dorm room, check classroom, contact roommate, call mobile phone, • After 30 – 45, parent/guardian must be informed, • Run Missing Student Report for Missing Student Protocol in a prompt and efficient manner, looping in the appropriate staff members when necessary, • Pastoral notes creation in Orah on student profiles, • Approve/Deny/Monitor Student Check Ins/Check Outs daily, • Attend weekly WD staff meetings, • Other duties may be assigned. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty effectively. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Must exercise initiative, professionalism, sound judgement and discretion, • Superior customer services skills, • Comfortable engaging with colleagues of all levels, • Have an outgoing disposition and an enthusiasm for working with high school students, • Establishes a nurturing, inclusive community and encourages positive self-expression., • General knowledge of the principles of organization and administration, • Comfortable enforcing policies and procedures and assuming leadership roles; Must be able to work autonomously while thriving in a team environment, • Ability to adapt to changing demands, deadlines, and responsibilities, • Possess a keen interest in New York City culture and is comfortable exploring it with students Education, Work Experience and/or Licensure • Must be legally authorized to work in the United States., • Bachelor’s degree required, • 1+ year work experience (summer camp, boarding school, college campus, etc.,), • Previous customer service-related experience preferred, • Previous experience with youth, whether at summer camps or other residential programs on the administrative supportive level., • Previous experience with Microsoft Office Suite, communication platforms with or similar to Orah, Pronto, • Three references are required. WDPC must complete a series of online trainings and in-person trainings prior to start of program. Dates of commitment are as follows: • Virtual Training: May 26th, 28th and May 29th, • Move-in: May 31st, • In Person Training: June 1st – June 5th, • Term 1: June 7th – June 19th, • Term 2: June 22nd – July 3rd, • Term 3: July 5th – July 17th, • Term 4: July 19th – July 31st, • Move-out: August 1st Please Note: There will be multiple shifts between the hours of 7am-11pm. WDPCs must be able to work a flexible schedule, including some weekends. This is a non-residential position; housing will not be provided. This position offers the following: • An opportunity to work with a passionate team of diverse people, • An opportunity to chaperone events and trips to local attractions and events;, • Shift Meals, • Salary of $18 per hour Language Skills • Excellent verbal and written communication skills., • Excellent command of the English language. The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit, stand, walk, travel up and down stairs, crouch, stoop, and reach. Other Requirements All staff will be working closely with minors and will need to pass a criminal background check and successfully complete all training. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: • Preparing financial plans for prospective and existing clients, including:, • Cash flow and spending plans, • Investment analysis, • Retirement projections, • Social Security analysis, • Education funding analysis, • Stock options analysis, • Estate planning analysis, • Tax planning, • Asset protection and risk management needs analysis, • Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation., • Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans., • Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness., • Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations., • Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning., • Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: • Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance., • Completion of CFP® coursework., • A minimum of one year of financial industry–related experience preferred., • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred., • Strong verbal, written, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment., • Customer service–oriented mindset; coachable and eager to learn., • High level of discretion and ability to maintain confidentiality., • Flexibility and adaptability in a fast-paced environment., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $63,712.60—$74,956 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Optima Partners is looking for a Senior Associate of Compliance or Associate Director of Compliance to have senior oversight of client regulatory compliance matters for some or all of the following: asset managers, hedge funds, private equity, real-estate clients, banks and broker-dealers. Considered candidates for these compliance roles will: • Lead or Support an entire sales cycle; pitches, proposals, follow-ons and general contract terms, • Lead or support a large portfolio of clients as the primary day-to-day oversight resource, • Have deep familiarity for practical compliance and regulatory matters relating to SEC (e.g. investment advisor) CFTC / NFA and FINRA (e.g. broker-dealer) rules, and other regulators where applicable, • Have familiarity with various regulatory mock examination audits, including documentation requests, onsite reviews / interviews and drafting reports, • Have the ability to lead clients on developing all relevant policies and procedures relating to compliance manuals, code of ethics and other areas documented within the business, • Demonstrate the ability to lead on with compliance protocols and training regarding use of expert networks / MNPI, marketing, personal trading, electronic communications surveillance, best execution, SEC 206(4)-7 reviews, etc., • Anticipate client regulatory risks and expectations, focus resources on the necessary tasks that need completion (without compromising quality or other client deliverables), • Be up to date on current regulatory developments and abreast of new developments on the horizon, • Experience with Financial Conduct Authority (FCA) or other global regulators a plus SENIOR ASSOCIATE OF COMPLIANCE OR ASSOCIATE DIRECTOR OF COMPLIANCE REQUIREMENTS: • Undergrad degree required from an accredited college or university, J.D. or Advanced degree a plus, • 6-8 years of total industry experience working at one or more asset managers (in-house), law firm (paralegal), advisory, • services firm or ex. regulator, • Strong inter-personal skills, ability to independently (or as part of a team) work on-site at a client office, • Excellent written and verbal communication skills, • Independent, self–starter, entrepreneurial mind-set, as well as collaborative problem solver, • 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 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. About Optima Partners Optima Partners is a leading global regulatory compliance advisory firm providing proactive and in-depth regulatory solutions built to meet a clients' individual needs. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical advice gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 800 clients across its global offices in New York, Chicago, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at

Job DescriptionSalary: About Us Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include over 900 firms spanning the buyside, sell side, corporate and academic sectors. Our platform, rich in intellectual property and supported by a rapidly expanding global team, ensures we remain at the forefront of our industry. With the backing of Francisco Partners, a prominent global tech investment firm, we operate as a truly international company. Our headquarters are in Malm, Sweden, and we have key offices in Gothenburg, London, Poland, Lisbon, Hong Kong, and New York Job Overview The Product Specialist team at Macrobond consists of experts who provide technical guidance across our research systems, macroeconomic, and financial data. They play a key role in ensuring a seamless client experience through product training, troubleshooting, and client engagement. Product Specialists are integral to the sales process, helping prospects and new clients maximize the value of our offering. Acting as workflow and market experts, they combine strong macroeconomic knowledge with deep product expertise to engage with stakeholders ranging from analysts to C-level executives. This is a highly collaborative role, working closely with Sales, Marketing, Product, Data, and Customer Success teams to drive innovation and enhance our offering. The role is both technical and commercial, supporting revenue growth by helping close new business and expand existing relationships. Job Responsibilities • Developing In-Depth Product Knowledge: Gaining a comprehensive understanding of Macrobond's product line, including its functionality, design, and benefits., • Customer Engagement: Interacting with customers to identify their needs and suggest appropriate products., • Product Demonstrations: Conducting product demonstrations or presentations to clients and potential customers., • Marketing Support: Assisting in the creation of promotional materials and product marketing strategies., • Sales Collaboration: Working closely with the sales and marketing teams to achieve sales objectives., • Pre-Sale Support: Providing pre-sale support and feedback to customers., • Market Monitoring: Keeping an eye on market trends and competitor products., • Training: Training other staff members about the product details., • Product Development: Assisting in product development and enhancements based on customer feedback and market trends., • Issue Resolution: Resolving product-related issues in a timely manner. Required Qualifications and experience • 1-4 years of experience working in the Financial Services, Market/Financial Data (ideally), or financial industry at large in a technical role e.g. researcher, analyst, economist, pre-sales, or product/market specialist., • Eager to learn and thrive in a client-facing, technically involved role., • A strong communicator withexcellentpresentation skills; having the ability to convey complex ideas simply and concisely., • Analytical and detail-orientedworkingknowledge of Python, R, or another scripting language is a plus (especially for our Web API offering)., • Proactive, collaborative, and solution focused. What do we offer • Company 401(k) scheme, with a strong employer contribution, • Private medical insurance, Aetna PPO plan, • Life Insurance, • 20 days holiday per annum, • 2 Macrobond days to use for volunteering Our commitment to Diversity At Macrobond, diversity, equity, and inclusion are fundamental to our culture and success. We are committed to fostering an environment where all individuals are respected, valued, and empowered to contribute their unique perspectives. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status, or any other characteristic protected by applicable law. By joining our team, you become part of an organization that believes diversity drives innovation and strengthens our collective performance. Apply today and be part of our ongoing journey of growth and inclusion. By using this website and submitting your information, you acknowledge ourCandidate Privacy Noticeand understand that your personal information may be processed in accordance with applicableCandidate Privacy Noticein your country of application. Apply today and become part of our exciting journey!

Job Description About Us: DV Trading is part of a global group of financial services firms utilizing their own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and across asset classes. Founded 20 years ago, and headquartered in Chicago, the DV group has grown to approximately 600 people operating throughout North America, Europe, the UAE, and Asia. DV affiliates include two broker dealers, a futures commission merchant, and a registered investment adviser. Overview: Dataflows are the backbone of every successful trading firm. Every decision — from split-second trades to risk management to navigating new markets — relies on data moving quickly, accurately, and seamlessly. DV Trading is seeking an Operations Analyst who thrives on uncovering gaps, chasing down answers, and building robust data pipelines that tie everything together. You'll partner closely with the Director of Operations to design and manage the operational systems that power trading activity firmwide. Responsibilities: • Act as the right hand to the Director of Operations, working closely with traders, developers, risk managers and other teams to ensure critical data gets to the right place in a scalable, efficient manner., • Develop deep working knowledge of the trading, clearing and settlement of all asset classes traded at the firm (commodities, equities, fixed income, FX, crypto), • Own day-to-day operational processes: SOD/EOD position reconciliation, pricing & settlements, PnL calculations and reporting, and critical intraday monitoring, • Design a system of alerts, checks, and reconciliations that preserves data integrity, communicates breaks in real time, and prevents small issues from multiplying, • Understand all methods of trade execution across the firm and help architect a more efficient system for consuming fills and distributing position to traders, • Collaborate with developers to shape databases, trader tools, and position management GUIs, • Create precise processes to streamline onboarding of new traders, strategies, and products, • Perform stimulating data analysis on volumes, fees, margin financing, rebates, and Desk ROI. Connect insights to business opportunities, • Bachelor's Degree, • 2+ years of experience in an analytical or operational role within Finance or trading industry., • Clear thinker with advanced aptitude for breaking down complex problems in a timely fashion in his/her own way, • Expertise in Excel, SQL required. Familiarity with Python, Bloomberg a plus., • Strong communication skills and ability to advance many simultaneous discussions forward, • Strong work ethic, desire to learn, and ability to remain calm and focused in a fast paced, high-pressure environment, • Independent and resourceful - willingness to take on challenges, dive in the weeds, and figure out solutions Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care options, • Employer Paid Group Term Life and AD&D Insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible vacation policy, • Retirement plan with employer match, • Paid parental leave, • Wellness Programs Annual compensation range: $120 - 150K base + Discretionary Bonus DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Job DescriptionJob Description: The role will be responsible for various operational requirements surrounding hedge fund regulatory compliance reporting. This includes, but is not limited to, SEC Form PF, CFTC Form CPO-PQR, EU Investment Fund Reporting (AIFMD) and OPERA reporting. The role will also include certain aspects of management reporting, client interactions, regulatory research, presentations and special projects.Responsibilities: Operational • Review & prepare accurate and complete Regulatory Reporting filings and ensure all filings are filed within the prescribed deadlines, • Liaise with other operations teams within Client X including Middle Office, Fund Accounting and Investor Services, • Resolve issues and take on special projects or tasks as assigned, • Assist with the firm’s implementation of its regulatory service offerings, including systems integration with a third party provider, • Be responsible for ensuring any software development is scheduled, tested and deployed as it relates to the regulatory compliance service offering, • Assist in client communications alerting clients of any updates or changes to regulations or any new regulatory service offerings, • Ensure that client requests for service changes or enhancements are managed appropriately Required Competencies:, • 2 to 4 years of experience as an auditor in the alternative investments space at a national accounting firm, • Computer skills including high degree of Microsoft Excel experience regarding data management, efficiencies and controls, • Financial Product experience (understanding of financial theory and operations for a variety of cash and derivative instruments), • Organization skills/ ability to manage multiple assignments and competing priorities, • Notable oral and written communication skills, • System Testing experience and documentation of system process (i.e., flowcharts)

Job Description AmLaw 50 Global Firm Seeks Fresh Tax Associate § Title: Transactional Tax Strategist | Mid-Level Associate – Private Equity & M&A ⚖️ § Practice Area: Domestic and Cross-Border Transactional Tax & Fund Structuring § Location: New York, NY § Salary: $235,000 to $310,000 Base Salary (Plus market-leading bonus incentives and comprehensive executive benefits) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a prestigious AmLaw 50 firm with a global footprint, consistently securing Tier 1 and Tier 2 rankings by Chambers and Partners and The Legal 500 for its prowess in Private Equity, Real Estate, and Corporate M&A. With a legacy rooted in representing the vanguard of the financial and technology sectors, the firm has earned a reputation for navigating the most intricate legal landscapes with precision and commercial acumen. The New York office serves as a central hub for high-stakes deal-making, offering an environment where legal scholarship meets practical business strategy. This firm is frequently recognized by Martindale-Hubbell for its exceptional professional standards and provides an unrivaled platform for associates to engage with a diversified, blue-chip client roster including global investment funds and Fortune 100 entities. § Duties: The incoming Tax Associate will serve as a primary legal architect, designing the fiscal frameworks that underpin massive corporate movements. This role is deeply integrated with the firm’s Corporate and Private Equity teams, requiring a practitioner who thrives at the intersection of tax law and commercial strategy. ⨖ Engineering Tax-Efficient Structures for high-value mergers, acquisitions, and corporate reorganizations, ensuring compliance and maximizing fiscal advantage. ⨖ Advising on the formation and operational lifecycle of Private Equity Funds, Real Estate Investment Trusts (REITs), and sophisticated investment vehicles. ⨖ Providing expert counsel on the tax implications of joint ventures, limited liability companies, and complex partnership arrangements. ⨖ Drafting and negotiating the tax-sensitive components of transactional documentation for capital markets and sophisticated financing projects. ⨖ Leading due diligence workstreams to identify and mitigate tax-related risks in large-scale domestic and international divestitures. § Qualifications: The firm seeks an individual with a rigorous academic background and a proven track record of handling high-level transactional matters. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of distinguished academic achievement. ⨖ Active Bar admission in the State of New York, or the ability to secure admission promptly. ⨖ Three (3) to Four (4) years of substantive experience in transactional tax law at a major peer-market law firm. ⨖ Demonstrated capability to manage significant deal components independently while functioning effectively within a multi-disciplinary team. ⨖ Superior analytical, drafting, and communication skills necessary for high-level client interface. § Skills: ⨖ An L.L.M. in Taxation from a top-tier law school is highly preferred and viewed as a significant asset. ⨖ Specific technical expertise in Subchapters C and K of the Internal Revenue Code. ⨖ Experience advising on Regulated Investment Companies (RICs) or complex cross-border tax treaties. ⨖ A highly organized professional approach with the ability to manage competing deadlines in a high-pressure transactional environment. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job DescriptionDescriptionWe are a leading law firm headquartered in New York City, recognized for our outstanding financial services practice. Ranked among the top in the U.S. and globally for servicing hedge funds, our firm is institutionalized with a diverse and business-oriented approach. We specialize in investment funds, litigation, corporate law, real estate, regulatory and compliance, tax, ERISA, and Corporate M&A. We are seeking highly motivated and experienced Lateral Partners with or without a team to join our dynamic firm. The ideal candidate will have a portable book of business valued at $1,000,000+, with a strong focus on mutual funds, ETFs, venture capital, private equity, and other areas within financial services. This is a unique opportunity for individuals who are not just looking for a job but want to be part of a firm that values growth, personality, and a strong commitment to the team. Key Responsibilities • Develop and manage client relationships, particularly in financial services sectors such as mutual funds, ETFs, venture capital, and private equity., • Lead and contribute to complex legal projects within corporate M&A, cybersecurity, crypto, and private funds sectors., • Collaborate with other partners and associates to ensure comprehensive client service and support., • Identify opportunities for firm growth, including potential firm acquisitions and succession planning., • Minimum of 10 years of experience in a law firm or corporate legal department, with a focus on financial services, corporate M&A, or related fields., • Proven track record of maintaining and growing a portable book of business valued at 1,000,000+, • Strong expertise in corporate M&A, cybersecurity, crypto, private funds, and mutual funds., • Exceptional interpersonal skills and a personality that aligns with our firm’s culture., • A desire to grow within a firm that is committed to becoming a national leader in the legal industry., • Ability to bring in additional lawyers and foster firm-wide growth., • Juris Doctor (JD) from an accredited law school., • Admission to the New York State Bar., • Strong references and a demonstrated history of high performance in a law firm setting. Benefits • Very competitive salary with performance-based incentives., • Health, maternity leave, PTO, 401k, and cash balance plan (equity owners can save up to $1.7 million tax-free)., • Opportunities for equity ownership and growth within the firm.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore or to discover the future of investing with confidence and innovation. Job Summary This role leads the financial reporting and consolidation process across multiple entities, including two registered broker-dealers, one crypto firm and one marketing firm. It oversees accounting and FP&A teams, manages audits, regulatory correspondence, and ensures strong financial controls and compliance with rules and regulations. The position also contributes to system implementations and enhancement, and policy enhancements while driving strategic financial planning and operational excellence. Job Responsibilities • Focus on establishing, enhancing and managing the financial reporting for multiple entities, including broker dealers and their futures business, and crypto products., • Coordinating and ensuring timely and accurate financial reporting for multiple entities, • Collaborate across multiple departments in the organization., • Manage, maintain and enhance policies, procedures, and controls within the finance department., • Manage financial and regulatory audits, coordinating with outside auditors including regulators and states., • Manage parent’s consolidation close process., • Regulatory reporting experience from broker dealer., • Lead, supervise and develop accounting staff., • Contribute to various projects across the organization., • Identify issues and improve the department’s overall efficiency., • Manage the relationship and coordination with headquarters. Requirements Education & Professional Experience • Bachelor’s degree in finance, accounting, economics, or related fields, • CPA is preferred, • Minimum 8 years of accounting experience in brokerage firms, futures and crypto business, • Strong understanding of the interrelated systems vs accounting reporting system;, • In-depth knowledge of various assets classes such as equities, futures and cryptocurrencies. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000 - $180,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Job Title: Bilingual (Spanish) Special Education Teacher, K-5 Report to: Principal Coaching support provided by: Dean of Instruction Location: Brooklyn, NY (Sunset Park) About the LEEP Academy Familia LEEP Dual Language Academy Charter School serves students in grades K-5. At LEEP our educators use effective instructional techniques to provide a high-quality dual language program, located in Sunset Park, Brooklyn. Our mission is to provide an inclusive and academically rigorous dual language education that empowers students to become bilingual, bicultural, and bi-literate. We are seeking dedicated and passionate educators and staff members to join our committed team. In our classrooms, we provide high-quality, differentiated instruction tailored to meet the personalized needs of every K-5 student. We are committed to serving our diverse community and utilizing families as partners in their student's education. We learn and practice five core virtues: Cariño/Love, Respeto/Respect, Valentía/Courage, Gratitud/Gratitude, and Alegría/Joy. About the Role The Special Education Teacher is a dedicated and goal-oriented professional who develops and provides engaging and rigorous instruction. This individual regularly evaluates student progress to drive academic achievement and provides the mandated services indicated on their Individual Education Plan (IEP). Position Responsibilities • Provides research-based specialized instruction to address the instructional goals and objectives contained within each student's IEP., • Assesses student progress and determines the need for additional reinforcement or adjustments to instructional techniques., • Employs various teaching techniques, methods, and principles of learning to enable students to meet their IEP goals., • Develops and implements annual Individualized Educational Program (IEP) plans for students to include: present levels of educational performance, special education needs, instructional goals and objectives, and the special education and related services required to meet those goals., • Incorporating various teaching methods to support students in meeting their IEP goals., • Working cooperatively with the Dean of Instruction, Special Education coordinator, general education teacher, intervention teachers, service providers and others in developing instructional goals and strategies., • Creating a positive learning environment with emphasis on individualized instruction, including accommodations and modifications where appropriate., • Completing all record keeping of students' progress in a timely manner., • Consistently analyzing student work and performance levels to adjust instruction, • Being in compliance with all state/federal rules and regulations., • Completing all district and state reporting requirements in a timely manner. We offer comprehensive and competitive benefits that promote personal health, wellness, and development for our staff and their families including: • Paid Time off including personal time, sick time, and school breaks (The week of Thanksgiving, 2 Weeks for winter break, February/mid-winter break, and spring break), • Balance Fridays for Sustainability, • Tuition Reimbursement, • Full-Day Professional Development Days, • Grade Team Meetings, • Coaching:, • Live coaching, • One on One coaching meetings, • Comprehensive Health Insurance Plans (including medical, dental, and vision), • Mental Health and Counseling Services provided by Health Advocate and Talkspace, • Pre-Tax Commuter Benefits The starting compensation for this role is between $65,000.00 to $80,000.00 per year. The starting salary will depend on multiple factors including professional experience, education, and certifications. This role is a full-time position. Qualifications • Bachelor's degree in Special Education or related degree within the field of Education, Master's Degree preferred, • Valid NYS Teaching Certification or currently on the pathway to certification required., • Fluency in English and Spanish languages., • Experience attending IEP meetings., • Firm commitment to student academic progress., • Thorough knowledge of the principles and methodology of effective teaching of students with disabilities., • Motivation to work as part of a team and possess a strong sense of personal responsibility. LEEP Dual Language Academy Charter School is committed to a policy of equal treatment for all individuals applying for employment. We do not discriminate on the basis of race, ethnicity, sex, gender, sexual orientation, pregnancy, national background, religion/belief, marital status, caregiver status, veteran status, disability, age, political party, or salary history. If you are passionate about education and excited to make a positive impact in a diverse and multicultural learning environment, we encourage you to apply and join our team at LEEP Academy. Together, we can empower our students to achieve their fullest potential!

Job Description THE POSITION The Analyst is responsible for a wide range of tasks/responsibilities, including but not limited to: downloading and summarizing offering memorandums and related deal offering materials, real property tax analysis, rent roll analysis, rent comparable analysis, historical income statement analysis, income statement projections, market and submarket analysis, deal opportunity tracking, research/data/mapping. What You Can Expect to Do Financial Analysis: Provide support for financial analysis and underwriting of potential acquisition and development opportunities utilizing Excel. Market Research: Provide research support utilizing online, internal, and external resources. Data aggregation and analysis will be required. Stay current on industry trends and maintain market awareness in targeted markets through direct research and review of third-party research. Investor Marketing: Assist in preparing investment presentations for investors, government agencies and brokers. Transaction Execution: Assist in due diligence, coordination of 3rd party vendors, interfacing with lenders and government agencies, preparation of closing statements etc. What You Should Have • Strong Excel modeling and quantitative skills, • Excellent verbal and written communication, organizational, presentation and analytical skills, • Ability to take ownership and commitment to follow through, • Ability to effectively prioritize and handle multiple tasks under pressure, • Strong work ethic and attention to detail, • Desire to work in a fast-paced, entrepreneurial environment, • 2 – 4 years of relevant work experience in financial analysis – previous employment at a principal real estate, real estate development, real estate investment or commercial banking firm preferred, • Bachelor’s Degree – Finance, Accounting, Economics or Real Estate Concentration is a plus, • High Proficiency in Microsoft Excel required What You Should Be • “Making the call’: Strong problem solving, investigating, and critical judgment skills for all proposed scopes of work, • Strong understanding of budgets and reviewing financial statements, • Must be a proactive, detail-oriented person with excellent analytical skills, • Independent, self-starter mentality, with exceptional communication and organizational skills, • Eager to work in a fast-paced entrepreneurial environment, • Ambitious, desire to grow, • Highly accountable: able to take ownership, meet deadlines, follow through, • Highly motivated self-starter and independent worker, • Proven ability to excel in a fast-paced environment with multiple projects and deadlines., • Acknowledges and learns from mistakes and challenges, • Outstanding written and oral communications skills., • Able to work collaboratively in a small team environment; can “roll up his/her sleeves” and pitch in where necessary within the organization, • Ready to work in a fast-paced environment and be part of an amazing team doing valuable work About Standard Communities Standard Communities is a leading owner, investor, and developer of affordable and middle-income housing. As one of the largest owners of affordable housing in the U.S., we believe housing is a pathway to prosperity. We deliver high-quality, sustainable homes that foster community and offer our 75,000+ residents the opportunity to build brighter futures. With over $6 billion in assets under management and a portfolio of nearly 30,000 units across 200 properties in 22 states + Washington, D.C., our team blends nationwide scale with local expertise. As a Certified B Corporation and California Benefit Corporation, we value high performance, social responsibility, and innovation. Headquartered in Los Angeles and New York, with offices across the country, we’re driven by a shared mission: to transform housing, empower residents, and strengthen communities. We don’t just build housing—we build opportunities. If you’re passionate about real estate, community impact, and professional growth, we’d love to hear from you. At Standard Communities, we value urgency in execution, precision in our work, and empathy in our interactions. These core principles guide us in how we build, collaborate, and grow together. Standard Communities is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Director of Corporate Marketing LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $145,000 - $175,000 The Role: As the Director of Corporate Marketing at Canoe Intelligence, you are the architect of our global brand identity and the lead strategist for our voice in the market. Reporting directly to the VP of Marketing, you will elevate Canoe’s presence by overseeing our content ecosystem, global media relations, and brand integrity. This is a high-impact leadership role for a strategist who excels at execution. You will define our global narrative and ensure that every LinkedIn post, press release, and website update meets our standard of excellence. Serving as the primary steward for the Canoe brand, you will ensure a unified experience for our clients and prospects across all marketing and sales touchpoints. What You’ll Do: * Global Narrative & Content Strategy: Develop and oversee the overarching roadmap that positions Canoe as a thought leader in the alternative investment space. * Revenue Team Alignment: Partner closely with Sales, Relationship Management (RM), and Business Development to extract market insights and "front-line" feedback to ensure our content strategy addresses real-world client pain points. * Ecosystem Storytelling: Architect a strategy for capturing and promoting high-impact client and partner stories. Collaborate with the Relationship Management and Partnerships teams to transform successful implementations and joint ventures into compelling case studies, webinars, and co-branded content. * Media & PR Management: Guide our media strategy by managing two PR agencies (US and London). You will be the primary point of contact for external communications and global press opportunities. * Brand Stewardship: Act as the final authority for brand applications across the website, sales collateral, and digital channels to ensure visual and verbal consistency. * Social Media & Advocacy: Manage Canoe’s corporate social presence and lead our internal advocacy program to empower employees as brand ambassadors. * External Profile Management: Optimize third-party vendor profiles (e.g., G2, industry directories) to ensure our market-facing data is accurate and compelling. * Cross-Functional Partnership: Collaborate with the Directors of GTM, Product Marketing, and EMEA Marketing to provide the high-quality content and creative direction required to drive global pipeline. * AI-Enabled Execution: Consistently leverage AI tools to scale content production, sentiment analysis, and brand monitoring to increase operational efficiency. * Vendor Leadership: Manage a specialized roster of external talent, including PR agencies, graphic design consultants, and freelance content writers. What We’re Looking For: * Industry Expertise: A minimum of 8+ years of marketing experience within Alternative Investments, FinTech, or Financial Services is required. You must understand the complexity of the private markets and the nuances of our audience. * Strategic Execution: A proven track record of moving from high-level brand strategy to tactical delivery without the need for a large internal team. * Sales & RM Fluency: Experience collaborating with revenue-facing teams to translate technical product value into compelling, high-impact stories, with a proven ability to interview clients and partners to extract and articulate value-driven narratives. * Media Savvy: Experience managing external agencies and a strong understanding of how to build relationships with financial and tech trade publications. * Brand Authority: A keen eye for design and a mastery of copywriting and editing. You should have a high bar for what constitutes "excellent" work. * AI Literacy: Practical experience using AI to work smarter—whether for research, content drafting, or workflow automation. * Collaborative Leadership: The ability to influence and partner with peer Directors to ensure global brand alignment. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments with a focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking an Equity L/S PM with demonstrable alpha in global consumer equities. In this pivotal role, you will be entrusted with managing a significant capital allocation and overseeing rigorous risk management across all active positions. In our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. Professionals who can extract key insights from their investment universe to inform and shape the broader team's perspective and leverage this collective knowledge to generate alpha within their mandate will find this is the perfect platform for their talents. Key Responsibilities: • Independently manage a significant capital allocation by creating, executing, and monitoring an Equity Long/Short strategy., • Construct portfolios with a focus on maintaining low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution., • Conduct thorough market and industry research, fundamental business analysis, and business cycle research., • Implement stringent risk management, actively assessing the merits of all positions and investment theses., • Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise., • Proven track record in Equity Long/Short, demonstrated by robust investment acumen and a Sharpe Ratio greater than 1.5., • A minimum of 5 years of experience in portfolio management, preferably within a hedge fund., • Proficiency in financial modelling, sector analysis, business structure analysis, and conducting business cycle research., • Demonstrated expertise in the industries and/or regions of focus, as well as risk management techniques for equity portfolios., • Humility and the capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors., • Unwavering commitment to the highest standards of ethics and integrity. To apply, please submit your CV, a detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5), and a comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager with a passion for collaboration and a keen interest in financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.

Job Description About GDEV GDEV makes private equity and private credit investments in middle-market sustainable infrastructure businesses. The GDEV team leverages deep experience in project development, structured finance, and operations to identify top-tier management teams and help them navigate periods of significant growth and change. GDEV manages nearly half a billion dollars and has invested in over a dozen high growth companies. GDEV’s investments include a wide range of sustainable infrastructure and renewable energy technologies, with a focus on distributed energy resources (DERs). Our sector expertise includes solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels. As GDEV expands its credit capabilities, the firm is seeking an Associate to help originate, underwrite, execute, and manage credit investments across corporate, asset-backed, and structured financing solutions. Position Overview GDEV seeks to hire a Pre-MBA Private Credit Associate to join its investment team in New York City. The role offers exposure to all facets of the investment process, including sourcing, structuring, due diligence, financial analysis, and legal documentation. The Associate will work closely with senior investment professionals to evaluate risk-adjusted lending opportunities and develop tailored financing solutions. The role is highly execution oriented and provides meaningful responsibility in a lean, entrepreneurial environment with opportunities to grow into a senior investing role. What You Will Do at GDEV Key Responsibilities • Evaluate new credit investment opportunities across the sustainable infrastructure and energy transition landscape, including corporate loans, warehouse facilities, preferred equity, and other structured capital solutions, • Build and maintain detailed financial models to assess downside protection, leverage capacity, covenant compliance, and expected returns, • Conduct credit underwriting, including analysis of business plans, contractual cash flows, collateral packages, capital structures, and sponsor support, • Coordinate diligence processes with third parties including legal counsel, technical advisors, lenders, tax equity providers, and consultants, • Prepare screening materials, investment memoranda, and portfolio monitoring updates for senior management and investment committees, • Assist in structuring transaction terms, negotiating credit agreements, and managing deal execution timelines from initial evaluation through closing, • Monitor existing credit investments, track performance against underwriting assumptions, and proactively identify potential risks What You Will Bring to GDEV • Bachelor’s degree from a top-tier accredited four-year college or university, • 2–4 years’ experience in private credit, private equity, investment banking, infrastructure investing, renewable energy development, project finance, or other relevant lending roles, • Industry experience in real assets / industrials, with preference for expertise specifically in power and renewable energy, • Advanced Excel knowledge and ability to build and understand complex financial models, • Proficiency reviewing and understanding legal contracts, • Sound judgment: ability to assess risk-adjusted returns, synthesize complex information, and make investment recommendations, often with incomplete data, • Strong written and verbal communication: ability to distill complex financial and operational analysis into clear, compelling investment narratives for senior stakeholders, • Intellectual curiosity and entrepreneurial drive: passion for the energy transition and a builder’s mentality suited to a fast-growing platform, • Location: New York, New York What GDEV Offers GDEV provides a competitive compensation and benefits package. Base Annual Salary range information serves as a general guideline. The base annual salary range for this position in the New York City Metro Area is $135,000 to $ 160,000. Individual base annual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Eligible employees will have access to comprehensive insurance and benefits including: • Medical, Dental, Vision, Life/AD&D, Short-term disability, Long-term disability,, • Retirement Savings with Company Match, • Paid Time Off, • Holidays GDEV is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please contact Human Resources at: . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. Equal Opportunity Employer/Veterans/Disabled

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Director of GTM & Growth LOCATION: New York City (hybrid) SALARY: $160,000 - $185,000 base salary + 15% bonus The Role: As the Director of GTM & Growth, you will architect the strategic execution of our global revenue-generating programs. This is a senior leadership role responsible for the growth lifecycle across our core segments: Institutional Investors, Wealth Managers, Family Offices, and Enterprise Accounts. You will evolve the growth function from manual campaign execution into a scalable, human-AI campaign ecosystem. You are a systems-builder who will design the automated workflows and "AI teammates" that drive predictable pipeline and global expansion. You will partner closely with Corporate Marketing for creative assets and Marketing Operations for the technical engine to ensure our market-facing teams are equipped to win. What You’ll Do: * Orchestrate Human-AI Ecosystems: Design integrated GTM systems that leverage AI to handle repetitive tactical execution, allowing the team to focus on strategic innovation and high-value creativity. * Build & Train "AI Teammates": Develop and implement AI-driven workflows that provide real-time insights, automate content personalization for our different segments, and handle continuous data analysis. * Global GTM Leadership: Lead the growth strategy across North America and EMEA, ensuring regional alignment and local execution excellence in partnership with our international leads. * Strategic Pattern Recognition: Move beyond backward-looking reporting. Use AI-augmented data to identify market shifts and performance patterns, enabling us to predict and adapt to market changes ahead of the competition. * ABM & Pipeline Architecture: Design "ABM Lite" programs and automated cross-functional workflows that connect Business Development, Sales, and Relationship Management (RM) teams to accelerate deal velocity and retention. * Paid Channel Strategy: Direct the strategy and budget for global paid media, shifting from manual management to an "always-on" predictive model that optimizes for the highest-value segments. * Cross-Functional Collaboration: Partner with Corporate Marketing to generate high-performing assets and Marketing Operations to build the robust technical engine required for a modern GTM stack. What We’re Looking For: * Experience: 8+ years in Growth Marketing, Demand Generation, or GTM leadership within B2B FinTech or SaaS. * Systems Thinker: Proven ability to architect automated workflows and use AI tools (LLMs, automation platforms) to scale marketing output without increasing manual overhead. * Tech Stack Fluency: Deep experience with systems including Salesforce, HubSpot, Qualified, Outreach, ZoomInfo, and HighSpot. * Highly Collaborative: Experience working effectively with Corporate Marketing, Marketing Operations, and Sales leads in a high-growth, global environment. * Data Sophistication: Ability to move beyond "what happened" analytics toward predictive, forward-looking strategic thinking. * Multi-Segment Expertise: Familiarity with the alternative investment landscape and the nuances of marketing to institutional and wealth personas. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Intro M0 is the universal stablecoin platform. With M0, builders can create their own application-specific stablecoins, and customize attributes such as branding, transfer & compliance behaviors, and reward distribution mechanics. By leveraging M0, businesses can monetize their digital dollar use cases and maintain control over their money tech stack, while not being burdened by issuance and operational heavy-lifting. M0 is seeking an experienced and exceptionally sharp corporate lawyer to be a key player in our growth. Beyond being a pragmatic lawyer with a proven track record of executing complex deals, this team member should be a creative legal strategist, a true business partner. You will lead the legal function in a deeply cross-functional environment and help shape M0's long-term legal architecture. About the Role Reporting to the Deputy COO, you will serve as M0's senior-most legal advisor and operational owner of the legal function – responsible for corporate governance, commercial matters, regulatory navigation, product counseling, risk management, and strategic initiatives. You will also play a critical role in hiring and developing a team as M0 scales. This role requires a leader who can operate at every altitude, providing strategic counsel to the executive team in the morning, and diving deep into the details of a critical transaction or process improvement that same afternoon. Key Responsibilities • Own and Build the Legal Function: Serve as M0's senior-most legal advisor, owning end-to-end legal strategy across corporate, commercial, product, regulatory, and compliance domains., • Lead Strategic Transactions: Act as the Legal lead on M&A, investments, joint ventures, and other strategic corporate initiatives, structuring and executing these complex deals from diligence to closing., • Own High-Stakes Commercial Agreements: Draft and negotiate highly-tailored agreements with strategic partners and sophisticated counterparties in the institutional finance, digital assets, and technology sectors. Provide practical advice on related issues such as IP, data protection, and regulatory matters as they are implicated in such agreements., • Drive Corporate Governance: Oversee corporate structuring and ongoing legal functions, including managing our corporate records, governance materials, and filings for our entities around the globe., • J.D. from an accredited, top-tier law school., • Member in good standing of a U.S. state bar (preferably NY)., • 7+ years of relevant legal experience, including foundational training at a top-tier law firm in a corporate or transactional practice., • In-house experience at a high-growth technology company, preferably in fintech or Web3, is strongly preferred., • A World-Class Corporate Attorney: You have significant experience as a Corporate, M&A, or Emerging Companies attorney, with a deep understanding of corporate and securities law. You demonstrate excellent judgment, analytical rigor, and business pragmatism in your advice., • A Proactive Builder: You are a self-starter with a "no job too big, no job too small" mentality. You look around corners to creatively solve problems and have a proven ability to own projects from concept to finish., • An Excellent Communicator & Partner: You can present complex legal issues clearly and concisely. You know how to build high-trust relationships and act as a true business partner, not just a lawyer., • Adaptable and Intellectually Curious: You have a positive attitude, comfort with ambiguity, and a relentless curiosity about new technologies. You have a passion for or a strong interest in crypto, blockchain technologies, and DeFi., • EC/VC Experience: Experience interacting with investors and their legal teams, and advising in relation to relevant investment documents (e.g., SAFEs, token warrants)., • Crypto-Native Familiarity: Deep familiarity with legal issues specific to the crypto/DeFi ecosystem, particularly around organizational structures for decentralized protocols., • Financial Services Background: Prior experience with regulated financial services firms and conversance with financial regulation applicable to digital assets., • Exposure to Stablecoin-Relevant Legal Instruments: Comfort with registering and perfecting collateral agreements, as well as with bankruptcy rules., • Location: Ability to work multiple days a week in our main hub office in NYC.Benefits, • Competitive compensation including a token grant, • Comprehensive health benefits: medical, dental, and vision insurance fully sponsored by the company, • Flexible work environment with a global team—work remotely or from our NYC or Berlin hub, • Wellbeing allowance to support your physical and mental health, • IT equipment stipend to set up your ideal workspace, • Annual professional development budget to invest in your growth and skills, • Unlimited paid time off to take the time you need, when you need it

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns. We employ a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Through originations and acquisitions of asset-oriented investments across a wide array of commercial and consumer asset types (including but not limited to private direct corporate and commercial real estate bridge lending), the investment team specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions. Arena’s investment team develops and designs investment structures to meet the unique needs of each opportunity. Arena is looking to expand the Risk Management Team through the addition of a Senior Risk Manager. In this role, this individual will report to the Chief Risk Officer of the team. Key Responsibilities: • Assisting CRO in managing Arena’s risks; focus is on the firm’s investment portfolios, which consist of the established distressed credit and special opportunities activities and the growing third-party insurance asset management, • Monitoring and enforcing compliance with investment guidelines, • Analyzing the portfolio’s risks, and proactively communicating with the investment team about these risks and how to improve the risk profile by considering market risk and risk capital, • Identifying and highlighting hidden risks (basis risks, tail risks, implicit short volatility, leverage, illiquidity), • Thinking ahead and analyzing how certain economic, political, and regulatory developments as well as central bank actions may impact markets and the value of the portfolio; applying forward-looking scenario and shock analysis to identify the price impact and the portfolio’s sensitivities The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. • 7 – 10 years financial markets experience, with the last four years in a risk management function; previous trading experience a plus, • Cross asset class experience with focus on credit (corporate and structured (e. g. CLOs, ABS including privates, tranching, diversity score, CDR, CPR)) and interest rates; distressed credit and bankruptcy experience a plus, • In-depth understanding of a wide range of products including cash and derivatives products, • Good understanding of the risk dynamics of an entire portfolio including its convexity profile, • In-depth familiarity with basis risks, leverage, and illiquidity, including the ability to identify these risks early and to judge the potential impact on prices and the investment team’s ability to transact, • Solid understanding of global macro matters: central banks, economic developments, global capital flows, and their impact on financial markets, • Familiar with international markets, • Experienced in creating and interpreting scenario and stress test analysis including tailor-made stresses ahead of specific market events, • Bond math skills (duration, convexity, various spread calculations, options greeks), • Knowledgeable about counterparty and operational risks, • Strong communication skills; able and willing to communicate with the investment team, investors, external business partners, and regulators, • Strong quantitative skills, • Familiar with portfolio and risk management systems, especially Aladdin; coding experience a plus, • The highest level of personal integrity and ethical standards., • A positive attitude and strong work ethic., • Health Care Plan (Medical, Dental & Vision), • Paid Time Off (Vacation, Sick & Public Holidays), • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description:\n\n Job Title: Operations and Program Administration Intern, Pre-College Organization: Edconic, Pre-College and Collegiate Division Department: Pre-College Prepared By: Associate Director, Operations, Pre-College Preparation Date: January 2026 Positions Available: 3 Why This Internship?This internship provides hands-on experience supporting large-scale, residential pre-college programs in New York City, delivered in partnership with globally recognized institutions including The School of The New York Times, Vogue Summer School, WIRED, and Sotheby’s Institute of Art. Interns develop practical skills in education operations, student services, academic programming, and cross-departmental collaboration, while gaining meaningful exposure to the media, fashion, and arts education industries. Program Information With New York City as their home and classroom, Sotheby’s Summer Institute students are immersed in the most vibrant global art capital with auction houses, blue chip and emerging galleries, world class museums, artists’ studios, private collections, arts foundations, and much more right in their backyard. Summer Institute provides students with an environment to learn, investigate, and explore the art world while forming life-long connections with friends and mentors. This unique pre-college program offers three two-week sessions each with exclusive, academically rigorous courses and bespoke activities and events designed to engage, inspire, and fuel creativity. All courses are taught by leading art world experts and academics on a university campus in the heart of New York City. Vogue Summer School invites high schoolers to immerse themselves in one of the most important fashion capitals in the world: New York City. Opening the doors to a unique world of excellence and creativity, students will explore a wealth of topics shaping fashion today and in the future through the expert eye of the world’s most famous and influential fashion magazine: Vogue. Run by Condé Nast College of Fashion and Design, Vogue Summer School provides a world-class fashion education along with unrivalled access to the best and brightest minds in the industry. Our instructors are award-winning Vogue and Condé Nast journalists, including the teams at Glamour, GQ, and a host of other Condé Nast titles, as well as industry experts and recognized thought leaders in the business and strategic sides of the fashion, media and luxury lifestyle industries. WIRED Pre-College offers a unique educational experience designed to prepare students for college through a multidisciplinary approach. Students will engage directly with industry experts, explore cutting-edge innovation hubs where real-world change is happening, and develop hands-on projects that deepen their understanding of how technology shapes our society. Technology is inseparable from teenage life today. Our students aren’t just users of technology — they’re aspiring creators, innovators, and changemakers who want to build the future through it. With New York City as their home and classroom, WIRED students join the ranks of many of the world’s greatest thinkers, writers and dreamers. From New York’s world-class innovation hubs to startup labs and think tanks, this city is rich in creativity and inspiration, and its resources are seemingly endless. WIRED Summer Academy provides students with an immersive environment in which they learn, investigate and explore while having fun with friends, mentors and instructors who share their passions and interests. At The School of The New York Times, we translate the mission and values of The Times into educational programs. We encourage analytical thinking and help students sharpen journalistic skills such as writing, reporting, editing and media literacy. Our students engage with global issues, develop multimedia skills and learn to ask hard questions. And they do this all while exploring New York City landmarks, neighborhoods and newsrooms. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), City Football Leadership Institute (est. 2022) and Conde Nast College of Fashion & Design (acquired in 2022). Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, Position Description The role of Operations and Program Administration Intern spans 8 weeks over the summer and will play a crucial role in the support of ensuring the smooth delivery of our Pre-College programs. Essential Duties and Responsibilities The following are key responsibilities of the Operations and Program Administration Intern. Other duties may be assigned as needed: Support all on-the-ground operational processes to ensure the smooth execution of programsCollaborate with cross functional teams including Academics, IT, Finance, Marketing, Admissions, among others Support the faculty and contractor (guest speaker) booking, contract and payment processesLiaise with program Welcome Desk, the central communication center for the pre-college program, as well temporary administrative, academic and residential life staff. Assist in organizing program events including but not limited to Student Orientation, Parent engagement, student welcome soirees, Speaker Series and Closing CeremonySupport the maintenance of the program project management platform, Monday.com to track faculty onboarding informationActively participate in staff meetings, regularly scheduled program planning meetings, weekly one-on-one meetings with supervisor, and other meetings as assigned Supporting other teams and programs as requiredAdministrative oversight for the following:Site Visit Coordination: Liaise with the Academics/Operations team to track all logistics related to student site visits Classroom & Program Support: Assist with the preparation and distribution of classroom materials, educational technology, and boxed lunches. Ensure that all materials are delivered accurately and on time.Guest Speaker Coordination: Manage the onboarding paperwork for guest speakers, ensuring all necessary forms are completed and submitted. Support guest speaker logistics, including setting up Zoom calls for virtual speakers, on-site guest speaker pickup and handling any related technological needs.Communication Management: Facilitate communication between staff, faculty, and external partners and vendors.Student Support: Serve as a point of contact for student requests and concerns, providing guidance or redirecting to the appropriate staff when necessary.Faculty Liaison Support: Assist with the coordination of faculty-related activities, including the preparation and deployment of materials for Faculty on the first day of academic programming and other faculty-related events.Safety & Compliance: Adhere to safety and discipline protocols, ensuring a safe environment for students both on campus and during off-site activities. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Knowledge and Abilities The requirements listed below are representative of the knowledge, skills, and ability necessary to perform this job successfully. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Highly productive, able to work effectively and efficiently on a variety of projects simultaneously and autonomously Demonstrated project management skills, especially working across diverse teams and corporate cultures Excellent organizational and administrative skills with the ability to anticipate, improvise, and adapt for optimal resolutions: detail-oriented and proactive/self-starter Outstanding interpersonal skills/highly collaborative: work well within a team environment to plan, implement, and troubleshoot; as well as maintain composure in stressful situations, make sound judgments, and work under deadline pressure Proficient in Microsoft Office: Word, Excel, Outlook, and PowerPoint Proficient in/willing to learn the following systems, amongst others: Monday.comAirtable DocuSign electronic signature management systems (or similar)Orah-Student Engagement/Management SystemPronto Communication AppCanvas Learning Management System Additionally, the individual must:Demonstrate a high degree of professionalism, discretion and diplomacy in interpersonal relationships Must be adaptable to unexpected challenges, situations,and ever-changing environments. Must be willing to be flexible and pivot when necessarySupport and embrace diversity and inclusivenessComply with regular weekday (Monday-Friday) attendance/availability during core business hours and be available to work on-site in New York City onsite/in-person for the duration of program until July 31. Be willing and available to work additional hours, as needed Be willing and available to travel, as needed Be willing to obtain CPR certification Education, Work Experience and/or Licensure Must be legally authorized to work in the United States.Bachelor’s degree and current graduate student pursuing Arts Administration, Arts Management degree, or similarAt least 2 years of job experience in administrative roles, preferably in education or arts-focused settings (e.g., secondary education/university, or arts organizations/enterprise). Experience in a fast-paced, student-centered environment is a plus.Must be willing to obtain a CPR certification prior to the start of the program (a reimbursement will be provided) Language Skills While no special language skills are required for the position, applicants should be capable of upholding the highest standards of written and spoken English, in professional settings. The ability to speak another language is a plus. Employment Date, Hours, Schedule: The Operations and Program Administration Intern role is a full-time, temporary position from June 7-July 2026, including both Juneteenth and the 4th of July holidays, with the possibility of occasional evening work. Additionally, there will be two weeks of paid training prior to the start of the pre-college program. Candidates must be available to work during the entire term and be prepared for a dynamic, fast-paced environment. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Ability to sit, stand, walk, travel up and down stairs, crouch, stoop and reach. Ability to lift up to 25 lbs. Stipend The Operations Administrative Assistant position offers a stipend of $7,000 for the full summer program duration (4, two-week terms thus the equivalent to $1750 per Term). Additionally, there is a separate training stipend of $700.00. Schedule Operations Administrative Assistant must complete a series of online training and in-person training prior to start of program. Dates of commitment are as follows:May 25-June 5 Pre-College Virtual Onboarding and TrainingPre-College Term 1, June 7-June 19Pre-College Term 2, June 21-July 3Pre-College Term 3, July 5-July-July 17Pre-College Term 4, July 19-July 31 This position offers the following:An opportunity to work with a passionate team of diverse individuals including faculty and studentsAcademic environment with faculty and industry professionals of distinction Other Requirements All staff will be working closely with minors and will need to pass a criminal background check and successfully complete all training. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job DescriptionWe are looking for a Portfolio Manager to manage the full lifecycle for our public equities fund. This is a senior investment role with full P&L ownership, requiring deep fundamental analysis capabilities, conviction-driven capital allocation, and hands-on execution. The ideal candidate is a buy-side professional who thrives on underwriting equity positions from the ground up and managing risk through the full investment lifecycle. The Portfolio Manager will be responsible for analysis, capital allocation and execution along strategic principles, ensuring strong fund performance. As a Portfolio Manager, you will collaborate with the Research, Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices. What you’ll do: • Drive P&L performance for the Equity strategies on a risk-adjusted return basis, • Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk parameters, • Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes, • Build on the existing strategy and track record from across the platform, • Develop, write up, recommend and select ideas within the strategy, • Manage trade execution across venues and products, • Portfolio risk monitoring, • Actively track markets to identify market dislocations and relative value opportunities, • Assist with investor relations activity during the monthly reporting cycle and capital formation activities Our ideal candidate:, • 8+ years of buy-side investment experience at an Investment Manager, crypto firm, Investment Bank, Hedge Fund, or similar, with direct experience managing capital and generating alpha, • Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies., • A passion for investing and a love for the dynamic nature of the financial markets., • Self-directed investor comfortable owning the full investment lifecycle: idea generation, fundamental analysis, position entry, ongoing monitoring, and exit, • Demonstrable, auditable track record of P&L generation across market cycles; ability to articulate investment process and attribution, • Willingness to work in a team and within a risk mandate structure, • Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis, • Strong analytical and problem-solving skills, • Outstanding presentation, reporting, and communication skills, • Excellent understanding of industry trends and best practices, • Ability to execute under pressure and within tight timelines while juggling multiple objectives, • Detail-orientated and delivery-focused approach, • Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team, • Bachelor’s Degree or equivalent experience, • Previous experience trading digital assets is highly desirable, • Experience with derivatives and DeFi preferred

Job DescriptionSalary: $75,000 - $200,000+ Servicing Financial Advisor CSI Group Advisors JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • NYS Life, Accident, and Health license, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for training and meetings Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job Description Role: Community Manager & Moderator Company: EB5Visa.io Location: Remote / U.S. Based Type: Full-Time About EB5Visa.io We are building the definitive digital hub for the EB-5 Investor Visa program. The EB-5 market is a multi-billion dollar industry historically plagued by opaque data, high-commission overseas brokers, and massive friction. EB5Visa.io is a data-driven, two-sided marketplace that replaces the chaotic network of middlemen with radical transparency. We provide high-net-worth global investors with free due diligence tools, while offering U.S. developers and immigration attorneys a compliant platform for direct lead generation. We are looking for a highly empathetic, hyper-vigilant Community Manager to own the "Public Square" and "Private Vaults" of our platform. The Role As our Community Manager & Moderator, you are the voice of the platform and our first line of defense. You will manage a community of high-net-worth global investors who are navigating a highly stressful, multi-year immigration journey. Your dual mandate is to foster a supportive, deeply engaged peer-to-peer ecosystem while strictly enforcing SEC and USCIS compliance rules. You will ensure our forums remain a safe haven for education and due diligence, free from illegal solicitation or bad actors. What You Will Do (Core Responsibilities): The Compliance Shield: Actively patrol public forums and community spaces to ensure compliance with SEC Regulation D (Rule 506b). You will swiftly identify and remove prohibited language unauthorized activity. Community Cultivation: Welcome new investors to the platform. Guide them toward our free utility tools and seamlessly connect them to verified educational resources. Vibe & Tone Management: De-escalate panicked discussions. The EB-5 process is stressful, and investors often experience anxiety over visa bulletins and USCIS processing times. You will set a tone of calm, data-backed reassurance. The Content Flywheel: Seed the community with high-value discussions. Summarize complex USCIS policy updates, share relevant news, and create weekly engagement polls to spark organic conversations. The Product Feedback Loop: You are the ears of the company. You will track the most common anxieties, questions, and pain points within the community and report them directly to the product and engineering teams to help us build better features. What We’re Looking For: Experience: 3+ years managing highly engaged online communities (specialized forums, Reddit, Discord, or proprietary SaaS networks), ideally within the FinTech, LegalTech, Real Estate, or high-end consumer spaces. Regulatory Awareness: You don't need to be an attorney, but you must possess a strong fundamental understanding of what constitutes financial/investment advice versus educational information. High Emotional Intelligence (EQ): You are dealing with families making life-altering financial decisions. You know how to exhibit deep empathy while maintaining firm professional boundaries and enforcing platform rules. Impeccable Written Communication: You write clearly, authoritatively, and warmly. You know how to craft a community guideline update that users will actually read and respect. Crisis Management: You are unbothered by conflict and know exactly how to handle a toxic user or a sudden influx of panicked questions regarding a regulatory change. Why Join Us? Real-World Impact: You are building a safe harbor for global professionals and families trying to navigate an overwhelming system. Your work directly protects them from fraud and anxiety. Ground Floor Opportunity: As an early hire, you will define the culture, community guidelines, and moderation playbooks from day one. Growth: Opportunity to build and lead a global trust and safety team as the platform scales.

Job DescriptionAbout Crimson Crimson Education is the world’s leading college admissions consulting firm, with over 1,490 Ivy League offers and 2,410 to the US Top 15. We help ambitious students gain admission to the world’s top universities through expert-led guidance and proven, data-driven strategies. Crimson students are 7x more likely to get into the Ivy League than their peers. We were recently featured on the front page of the Wall Street Journal. We’re the only college admissions consultancy that brings together: * Former Ivy League and Top 20 admissions officers to rigorously review and refine applications * Professors and PhD teaching fellows from leading universities to guide students through original, independent research — with pathways to selective peer-reviewed publication or conference presentation * Past ISEF winners and judges who coach students to compete for state, national, and international science fair awards * Capstone project mentors who help students design and scale leadership initiatives with real-world impact, measurable outcomes, and credible external validation We’re backed by leading VC firms, including Tiger Global, Heal Partners, IceHouse Ventures, and Movac, and recently closed a USD $40M Series D funding round at a USD $640M valuation. We now operate across 21 markets worldwide, including the US, Canada, UK, Singapore, Japan, Hong Kong, Australia and New Zealand. Strategy Consultants (Admissions Counsellors) are exemplars of Crimson Education’s philosophy dedicated to making a difference in students’ lives, helping bridge gaps between present and future goals by personalising blueprints that will become the basis of all academic, extracurricular and personal development. You will partner closely with the student and lead the Crimson team (tutors, mentors, consultants) to drive progress through long-term roadmaps and mentoring to build their candidacy through the application processes. This is a full-time position, that can be based remotely or in one of our many offices around the globe. We are open to Part-Time candidates (25-30+ hours) who have high-demand backgrounds. What success looks like: * Provide overarching admissions strategies to students by creating individualized plans and executing on them in collaboration with the rest of the students’ Crimson team (Educational Coordinators, Academic Tutors, Application Consultants, ECL Mentors) * Maintain expert knowledge of high school curricula, extracurricular and leadership choices, summer program applications, and standardized test planning to make recommendations regarding admissions strategies * Utilize in-depth knowledge of institutions of higher learning to guide students and parents towards attainable school goals, working with them to create lists of best-fit schools of varied competition to maximize acceptance chances * Conduct formal consulting sessions with students on a bi-monthly basis, chronicling and sharing with relevant stakeholders notes and action items * Maintain reasonable levels of communication with students and families outside of formal sessions through various channels (e.g. email, etc.) * Facilitate or lead development and presentation of marketing materials for seminars or expositions in local markets * Collaborate with local Sales teams in Initial Consultations to facilitate potential client investment and understanding in Crimson’s products and services * Assist with Product and Resource Development initiatives to better our service What skills and experience you’ll need: * Bachelor’s degree from a top 20 US university or Oxbridge (special considerations may be given to those with undergraduate admissions consulting backgrounds) * Strong preference for experience with US/UK admissions consulting for the undergraduate level at top universities * Passion for coaching young adults and appreciation of global perspectives * Superior planning and organisational skills; experience in project management, event coordination, and product management a plus * Strong written and oral communication skills * Stakeholder management (collaborating with a range of internal stakeholders, students and parents) * Resilience when working independently under pressure, flexible and adaptive to working in a fast-paced growing organisation * Experience in education, coaching, tutoring, and admissions consulting preferred Why work for Crimson? * Be a part of the world's leading admissions consulting firm * Rapidly growing start up, with a flexible working environment where you will be empowered to structure how you work * Limitless development and exposure - our internal promotions/role changes made up 33% of all recruitment last year * $1000 NZD ($600 USD) individual training budget per year, we love to ‘Level Up’ (it’s one of our core values)! * Psychologist on staff * Insightful fireside chats and workshops to help support our high-performing and ambitious team * Radical Candor is a feedback approach we live by * We’re a global player with 28 markets (and growing) across the globe. Most roles have the option to work from one of our many offices or remotely! If you're passionate about growing in a fast-paced, collaborative environment, and want to work with cutting-edge technology then we'd love to hear from you! Please keep an eye on your spam / junk email folder for correspondence from Team Tailor.

Job Description Overview A leading investment firm is seeking a Facilities Coordinator to join its Office Services team. This position is ideal for someone who enjoys a hands-on role supporting day-to-day office operations while delivering a high level of service to employees and leadership. This role sits within the firm's Office Services team, which maintains a highly organized and service-oriented workplace. The team works closely together to manage building operations, vendor coordination, and internal office support while also providing a white-glove experience for employees across the office. The ideal candidate is mechanically inclined, tech savvy, and proactive, someone who enjoys solving problems and taking initiative before escalating issues externally. This environment moves quickly and requires someone who is energized by a demanding, service-focused workplace. Key Responsibilities • Support daily office operations as part of the Office Services team, ensuring the workspace runs smoothly and efficiently, • Assist with building maintenance needs, coordinating repairs and working closely with vendors and building management, • Troubleshoot and resolve minor facilities issues such as doors, equipment, and general office repairs before escalating externally when possible, • Assist employees with basic technology issues including computers, monitors, and office equipment, • Coordinate daily lunch service and catering orders while maintaining a high level of presentation for employee and executive meetings, • Maintain office pantries and common areas, ensuring they remain fully stocked and organized, • Track inventory and supply orders using Excel to ensure consistent availability of office and pantry items, • Partner closely with the facilities team to prioritize requests and maintain a high standard of office functionality and presentation, • Deliver a white-glove level of service to employees while maintaining a professional, team-oriented approach, • Identify operational issues proactively and suggest solutions to improve office efficiency Qualifications • 3–5+ years of experience in facilities, office services, or workplace operations roles, • Mechanically inclined with the ability to troubleshoot equipment and facilities issues, • Comfortable assisting with basic computer troubleshooting and office technology support, • Strong communication skills and professional presence when interacting with employees at all levels, • Highly proactive and able to take direction within a structured team environment, • Comfortable working in a fast-paced, service-oriented office, • Strong Excel skills for tracking inventory and operational needs, • Experience with Building Management Systems (BMS) is strongly preferred, • Financial services or corporate office experience preferred, • Spanish language skills are a plus, • Bachelor's degree optional Schedule & Location • 5 days per week onsite, • Standard schedule is 9:00 AM – 6:00 PM Compensation The base salary for this position ranges from $75,000 to $95,000, plus a 10–20% discretionary bonus depending on experience. The firm also offers 100% employer-paid benefits.

Job DescriptionSalary: $55,000 - $70,000 Our firm is searching for a Human Resource & Talent Coordinator to work out of our Madison Avenue location. This role will partner closely with the Operations Manager to coordinate the hiring of talented team members, support local operations, and manage internal & external relationships. Responsibilities • Coordinate the selection process for staff & associate job openings., • Manage internal & external job posts., • Assist with creation of job descriptions and role documents., • Source qualified candidates using talent management systems., • Screen candidates & schedule follow-up interviews., • Administer skills and selection assessment tools., • Partner with Hiring Managers & Office Leadership to meet time-to-fill & applicant standards., • Coordinate new hire onboarding & first week preparation., • Ensure a high degree of hiring manager & candidate satisfaction., • Provide weekly reporting to hiring managers & leadership on progress & pipeline., • Lead on local event planning & meeting coordination, • Provide support for on-site events, including coordinating catering, guests, conference room reservations, and partnership with local building management., • Help setup & breakdown meeting spaces for in-person gatherings., • Coordinate with any applicable 3rd-party vendors to ensure all events go smoothly., • Assist the Operations Manager with local office tasks., • Regularly review & maintain a directory of all local operational processes., • Identify any local issues & partner to resolve any outstanding items., • Bring forward recommendations on efficiencies & improvements., • Partner to develop relationships with outside vendors & building management., • Provide back-up coverage for Reception & Check Processing. Qualifications • 1 - 2 Years of experience in HR, Recruiting, or Operations., • Bachelor's degree, preferably in a business concentration., • High degree of initiative., • Superior written and oral communication skills., • Demonstrated use of time management skills., • High degree of organizational skills., • Ability to take independent action to make sound decisions., • Knowledge of computer technology, hardware and software., • Ability to be flexible and open minded., • Team orientated. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job Description Company & Team Overview This is an opportunity to join TerraCRG; the leading commercial real estate brokerage firm focused exclusively on the Brooklyn market. TerraCRG has been at the forefront of Brooklyn’s transformation for nearly two decades, responsible for over $3 Billion of transactional volume in the process. The firm — 20 people strong and growing — has marketed 800+ properties and consistently closes over 50 Brooklyn transactions a year. Joining our Investment Sales Team as a commercial real estate agent will provide you with the experience of working in an energetic, demanding, and collaborative environment, gaining immediate exposure to the various aspects of commercial real estate brokerage. Through our company structure, you will capture and grow market share in clearly defined Brooklyn regions with a focus on a specific asset class. You will work directly alongside our highly successful and tenured transaction professionals and associates. Ideal candidates who are more likely to find success in this role; are driven with the passion and dedication to grow their careers, are team players who excel while working collaboratively, and are resilient and embody the grit and persistence needed to overcome obstacles. Earning Potential • This is an independent contractor, 100% commission-only based position, offering significant un-capped earning potential., • Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located in Brooklyn, NY. The role involves day-to-day tasks related to commercial property investment sales, including market analysis, property valuation, client management, and deal negotiation. • On-site in the TerraCRG office at 634 Dean Street, Brooklyn, NY, • You will develop your professional expertise in business development through structured training sessions, real-time on the job training, and industry leader observation., • We promote a culture of collaborative, driven, and coachable individuals who appreciate accountability., • We operate within the Specialization approach, with our agents focusing on specific territories and asset types – promoting collaboration and information sharing, while eliminating internal deal competition., • Our leadership team is mostly composed of individuals who started their commercial real estate careers at TerraCRG, presenting the opportunity for organic professional growth. Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Market Analysis, Property Valuation, and Deal Negotiation skills, • Strong understanding of the commercial real estate industry, • Client Management and Relationship Building, • Financial Modeling and Analytical Skills, • Excellent verbal and written communication and negotiation skills, • Bachelor's degree in Real Estate, Finance, Business, or related field, • Experience in investment sales or commercial real estate industry, • Must be coachable and receptive to feedback, • Must be a team player with integrity Qualifications • Must secure and maintain a New York State real estate license; Salesperson or Associate Broker (not required for interview process), • Must be passionate about sales, marketing, and the Brooklyn real estate market, • Must be coachable and receptive to feedback, • Must be a team player with integrity, • Must be comfortable with hands-on sales and marketing activities including extensive cold calling, • Must have strong written and communication skills and a basic understanding of finance, • Must have superb organization skills, proficient in Microsoft Office, Excel, Power Point and Outlook, • Must possess excellent communication skills; written and spoken, • Friendly, collaborative, work environment, • Full time and on-going training with industry leading experts, • State of the art, award winning designed office with communal kitchen, rooftop terrace and location close to Barclay's Arena/Atlantic Terminal, • Best in practice Client Relationship Management system and full access training., • Membership in industry organizations and paid access to industry events & memberships