Investment firm jobs in Jersey City, New Jersey - Page 17Create job alerts

Job Description We are seeking experienced Wealth Management Advisors to join and expand our growing team. We are building a firm of planning-based, independent, client-first professionals who want to build their own brand with the backing of a world-class financial services firm, serving clients across all asset levels. Advisors have access to some of the highest net payouts in the industry, a robust and expanding product platform, personalized coaching, structured mentorship, and cutting-edge planning technology—providing immersive, real-world experience and a comprehensive understanding of the full wealth management landscape. Key Responsibilities: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Must have a life and health insurance license at a minimum, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or a related field, • 2+ years of experience in Wealth Management or Financial Services, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description The Trade Operations Associate role requires proactiveness, attention to detail, and an understanding of fixed income trading dynamics. In this role, the Trade Operations Associate will support the trading desk, compliance department, and overall firm operations. The Trade Operations Associate will assist in ownership of the following, but not limited to: the full life cycle of trade settlement, pre-/post-trade compliance, OMS entry and corrections, broker and portfolio set ups, middle office coordination, maintenance of financial records and data reporting, loan settlement, daily trade reconciliation, cash level reporting, and auditing reports for compliance review. The Trade Operations Associate is a problem solver that immediately addresses tasked issues, communicates with teammates throughout a process, and thinks ahead with a problem-mitigation mindset. Qualifications: • Bachelor’s degree required., • Business building mindset with entrepreneurial flexibility and adaptability., • Understanding of portfolio accounting., • Experience with bank loans and fixed income securities., • Strong verbal and written communication skills with demonstrated ability to communicate articulately and concisely., • Ability to work and make decisions independently, and in a time-sensitive manner, as well as function effectively within a team., • Strong interpersonal skills with the ability to build relationships internally and externally., • Strong analytical skills and attention to detail., • Strong creativity, initiative, urgency, and drive., • Advanced MS Word, Excel, Bloomberg (preferred, not required)., • Assisting with the maintenance of accurate records of trades and financial data for reporting purposes., • Coordination of settlement and corporate actions related to bank loans and other fixed income products., • Assisting with the reconciliation and reporting of daily trading activity for assigned portfolios., • Work to ensure appropriate cash positions are available for each portfolio., • Work with middle office, fund accounting, fund admins, pricing teams and other third parties to review and validate reporting and fund accounting items., • Partner with multiple business units ensuring good cross-functional communication and coordination throughout the daily investing process., • Ensure investment cash and settlement controls and protocols are adhered to., • Assist with auditing reports to ensure accuracy and submit for compliance review., • Prepare analytical insights and contribute to reports and presentations for internal stakeholders.

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Fund Placement and Advisory, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Position available for immediate hire. Job Description Our Investment Banking Group is actively seeking an outgoing Administrative Assistant for our New York office. Administrative Assistants serve as critical members of the team; therefore the ideal candidate will have a proactive mindset in order to anticipate business needs. The successful candidate can expect to be part of a highly driven and motivated group as well be exposed to the many facets of Investment Banking. Strong performers can expect to take on elevated duties where suitable. Experience in financial services and/or a fast-paced environment is essential. Responsibilities: • Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including travel arrangements, • Preparation and tracking of expense reports and reimbursements, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) and Zoom/Microsoft Teams, • Experience as administrative assistant in a corporate environment, ideally within financial services industry, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to multi-task and manage several calendars, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Able to handle regular activities without prompting 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 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 $70,000.00 - $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 *Applicants MUST submit a cover letter with resume to be considered. *This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy. *Minorities, women, and individuals with disabilities are encouraged to apply. Please contact Human Resources if you require an accommodation. BASIC FUNCTION: The Assistant Director will serve as key operational partner to the Managing Director of NY Ventures and its senior staff with responsibility for establishing and maintaining evaluation and performance metrics for its various internal and external stakeholders, including oversight for data collection and integrity, systems tools, and data analysis and reporting across all NY Ventures programs. The Assistant Director will also conduct research in support of specific investment deals or areas. WORK PERFORMED: The Assistant Director is responsible for establishing and maintaining the quantitative framework that validates and communicates the success and reach of NY Ventures investment programs. The core function is to ensure systems integrity, strategic performance measurement and streamlined execution of data capture, collection and reporting to ensure accuracy, security and accessibility across all direct and indirect programs of NY Ventures for internal and external stakeholders. • Strategic Measurement & Impact Reporting: Own the end-to-end data management, reporting, and advanced analytics functions. Develop and track both financial and socio-economic impact metrics to effectively communicate the return on investment for internal stakeholders and external partners., • Operational Optimization & Efficiency: Proactively identify, analyze, and implement opportunities to streamline work and activities across NY Ventures to ensure efficient and scalable program execution., • Data Governance & Integrity: Manage investment-related data, ensuring the highest standards of accuracy, security, and accessibility across all direct and indirect programs, including best practices for data collection, analysis, reporting, and retention., • Research & Program Support: Collaborate with team to provide essential research and analytical support for active deal flow, investment due diligence, and overall program investment activities., • Develop and generate performance reports for internal stakeholders and executive leadership., • Work with team to develop and track key performance indicators (KPIs) and metrics for all facets of investment activities for both financial and socio-economic impact metrics and activities across NY Ventures to effectively communicate return on investment for all stakeholders., • Conduct advanced analytics to provide insights into portfolio performance, risk assessment, and market trends. Operational Optimization & Efficiency : • Proactively identify bottlenecks and inefficiencies in program execution workflows., • Develop and implement strategies, processes, and technology solutions to streamline activities and enhance overall operational efficiency. Data Governance & Integrity: • Manage investment-related data, ensuring accuracy integrity, security, and accessibility across all direct and indirect investment programs., • Oversee data governance and implement best practices for data collection and storage. Research & Program Support: • Conduct targeted research on venture capital, emerging technologies, and regional economic development to inform investment strategy., • Assist the Managing Director and other senior team members with ad-hoc projects, presentations, and preparation for internal and external meetings. MINIMUM REQUIREMENTS: Education Level required: Minimum of a bachelor’s degree; Advanced Degree in Finance, Statistics, Math, Computer Science or other technical fields preferred. Seven years direct experience may be substituted for degree. Relevant experience required: One or more years of investment analysis related experience at a PE/VC firm, analytical roles with innovation programs or, alternatively, four or more years of financial operations managing data, performance measurement and systems. Familiarity with process and documents related to venture capital investment. Knowledge Required: Strong knowledge and passion for innovation and entrepreneurship. Strong analytical background, solid writing and financial experience; versatile and flexible self-starter with strong work ethic. Excellent interpersonal and networking skills with proven ability to develop and maintain effective business and team relationships. Attention to detail and organizational skills required. Excellent computer, software, systems experience. Ability to learn and implement new systems quickly. Excellent data management, analysis and interpretation skills. Ability to work with limited supervision; Ability to articulate ideas in a group setting.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You will be dedicated to one of our premiere clients and will work as an integral part of their team. You will play a vital role in ensuring proper oversight of private equity funds, particularly US private wealth products. This role offers the opportunity to collaborate with a dynamic global team and contribute to the continued success of the firm. • You will review and approve NAVs and financial statements by validating performance, controls, and portfolio movements prepared by external providers., • You operate and enhance firm‑wide private markets models and systems to support accurate reporting., • You ensure your SEC filings and regulatory reports are complete, accurate, and delivered on time., • You coordinate with third‑party service providers—auditors, administrators, custodians—by managing workflows and reviewing their deliverables., • You act as a product expert and drive collaboration, process improvements, and successful external audits across the organization.Qualifications, • You hold a bachelor’s degree in accounting or finance and are a CPA or active CPA candidate., • You bring 7+ years of SEC reporting, private markets fund accounting, controlling or audit experience, with private credit exposure as a plus., • You possess strong US GAAP knowledge and private markets expertise, with bonus skills in VBA, SQL, Python, and advanced Excel., • You demonstrate exceptional attention to detail, communication, accountability, and the ability to thrive in a fast‑paced global environment with many stakeholders., • You show high initiative, urgency, and passion for contributing to a leading private markets firm’s ongoing success. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Job Title: Executive Assistant to the CEO Location: New York, NY Salary: 80k – 120k + Bonus Boutique Real Estate Investment Firm based in New York City is seeking a highly organized and proactive Executive Assistant to support the CEO. Responsibilities: · Manage and maintain the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements · Act as the primary gatekeeper for the CEO by screening calls, emails, and visitors · Prepare correspondence, reports, and presentations as needed · Coordinate internal and external meetings, including agendas and follow-ups · Serve as the first point of contact at reception, greeting guests and managing incoming calls · Oversee general office operations, supplies, and vendor coordination · Assist with special projects and administrative tasks as assigned · Assist with lease documentation, record keeping, and transaction files · Track important dates related to leases and property management · Assist with bookkeeping tasks using QuickBooks, including tracking expenses and preparing basic reports · Utilize Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) for reporting, scheduling, and document preparation Qualifications · 3+ years of experience as an Executive Assistant · Real Estate Industry knowledge and experience desired · Strong organizational and multitasking abilities · Excellent written and verbal communication skills · Proficiency in Microsoft Office Suite · Experience with QuickBooks preferred

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • CFP A REAL PLUS, • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting., • Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team., • This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products)., • This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment., • What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

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 seeks an experienced Project Manager to support large-scale construction projects. The ideal project manager will be driven to provide our clients with excellent service. • Manage stakeholders including architects, engineers, and supply chains to deliver compliant projects., • Can analyze, track, and effectively manage critical milestone activities to avoid schedule slips., • Verify that effective project governance, processes, and systems are utilized., • Ensure application of best practice on all projects., • Production of formal project status reports and other reports as required, • Monitor the progress of multiple construction projects simultaneously to ensure that the approved design standards are applied correctly., • Manage the interface between all suppliers through monthly trackers and weekly reviews, • Manage the flow of project information between the project team through regular meetings and written communications., • Forecast and update key project milestones and budget., • Manage and monitor local design teams in accordance with commission criteria, • Provide technical support to owners, architects, general contractors and regional stakeholders, • Rapid response to RFIs from the field, • Provide expertise for cost control, value engineering, and constructability guidance where required, • Independent review of status reports, drawing submittals, timelines, and costs from architects, contractors and suppliers., • Client management – assist in developing excellent working relationships with Clients, with a view towards maximizing new opportunities., • Strategic Thinking - provides advice to project teams on approaches that can be adopted to successfully achieve both clients’ objectives and business objectives., • Knowledge management – ensure that key information and learnings generated from each project are captured., • Process improvement – Identify ways to improve internal systems and processes, • Project/Program specific responsibilities:, • Assist with site walks and review/conformance of ICRA/ILSM Plans, • Onsite coordination of contractors, vendors and end users., • Market sector experience: 2-10 Years, • Project/program size in dollar value: $200K- $100M, • Software specific requirements: Smartsheets, Microsoft Suite, Procore, • Certification requirements: N/AQualifications, • Bachelor’s degree in construction management, architecture, engineering or field related to construction., • Strong organizational and management skills – ability to work effectively and collaboratively with the broader team, • Effective presentation skills, • Proficiency in Excel, Word, PowerPoint, Outlook, Procore, and construction project management tools, • Strong communication skills. Additional Information Turner & Townsend is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan, please email . If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact the Human Resources Department at 713-457-9400 or . This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response. #LI-ES1 Turner & Townsend carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the project manager position is $100,000 annually and the maximum salary for the position of project manager is $160,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. 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 Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR qnIrkMVOQ2

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 seeking a skilled and motivated Project Manager to join our team. This is an exciting opportunity to support the delivery of large-scale tenant improvement and development construction projects for key clients. You will work closely with senior team members and stakeholders to help drive project success from planning through execution. The ideal candidate is a proactive and detail-oriented professional with a solid foundation in construction project management. You should be comfortable managing day-to-day project activities, coordinating with consultants and contractors, and contributing to a collaborative team environment. A strong work ethic, eagerness to learn, and commitment to delivering high-quality outcomes are essential for this role. Responsibilities: • Manage stakeholders including architects, engineers, and members of the supply chain to support the delivery of compliant projects., • Analyze, track, and assist in managing critical milestone activities to help avoid delays in the schedule., • Support the implementation of effective project governance, processes, and systems., • Contribute to the application of best practices across all assigned projects., • Assist in the preparation of formal project status reports and other documentation as required., • Monitor the progress of construction projects to ensure that approved design standards are being followed., • Coordinate with suppliers and consultants through regular reporting tools and weekly meetings., • Help manage the flow of project information through consistent communication and documentation., • Support the forecasting and updating of key project milestones., • Assist in monitoring local design teams to ensure alignment with project requirements., • Provide general technical support to owners, architects, contractors, and regional stakeholders., • Respond promptly to requests for information from the field., • Support cost control efforts, value engineering, and constructability reviews when needed., • Review project documentation including reports, drawings, timelines, and cost estimates from consultants and contractors., • Assist in client relationship management by helping to maintain strong working relationships and identifying future opportunities., • Contribute to strategic thinking by offering input on project approaches that align with both client and business goals., • Help capture key information and lessons learned from each project for future reference., • Identify opportunities to improve internal systems and processes., • Support business development efforts by identifying potential opportunities with existing and new clients., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in construction management, architecture, engineering, or a related field., • Membership in relevant professional organizations is preferred., • Three to five years of experience in construction project management or consulting., • Experience with commercial tenant improvement or healthcare construction projects is preferred., • Ability and willingness to work in the San Francisco office and travel to project sites as needed., • Experience working with a variety of stakeholders and managing multiple work streams., • Strong organizational and team collaboration skills., • Effective verbal and written communication and presentation abilities., • Proficiency in Microsoft Excel, Word, PowerPoint, Outlook, and construction project management platforms such as Procore., • Experience working in the United States, specifically in the California Bay Area, is required. Additional Information The salary range for this full-time role is $100 - $140K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. *On-site presence and requirements may change depending on our client's needs Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at and All your information will be kept confidential according to EEO guidelines. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job DescriptionSalary: Investment Professional Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 150+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job Description Who Are We? Investment Property Group is a private real estate investment and management firm headquartered in Park City, Utah, with additional offices in California, Minnesota, and Oregon. IPG owns and operates 150 properties across 13 states, including Multifamily, Manufactured Homes, and RV communities. We are committed to supporting our team members through employee engagement, professional development, and a culture rooted in integrity. Join our team as we set new benchmarks in the industry, ensuring that our people thrive, and our communities remain places our residents are proud to call home. Position Overview: • Job Title:Assistant Manager, • Salary: $24.00 - $28.00 per hour, depending on qualifications, education, and prior experience, • Schedule: Monday - Friday; 8am - 5pm Position Summary: We are seeking a dedicated Assistant Manager to support the operations at Aspen Riverpark Apartments, a 261-unit tax credit and project based apartment community in Newark, NJ. This role includes assisting with leasing activities, resident relations, and rent collection, while ensuring compliance with property policies and procedures. The Assistant Manager also helps ensure the community is well-maintained, providing excellent customer service to residents and applicants while supporting the Community Manager in meeting property performance goals. How you will make an impact: • Represent Investment Property Group in a positive and professional manner at all times., • Work alongside the Community Manager to ensure daily activities, resources of the property, and operational tasks are handled efficiently., • Oversee rent collections, maintain accurate ledgers, manage follow-up on delinquent accounts, and coordinate eviction proceedings, as necessary., • Assist with the application and leasing process for new move-ins and renewals and waitlist management, ensuring accuracy, compliance, and a positive resident experience., • Conduct daily property walks to inspect common areas, ensuring they are clean, safe, and well-maintained; document findings and take appropriate corrective action., • Performs annual or more frequent inspection of units and follow ups; document findings and take appropriate corrective action., • Meet with and respond to resident concerns, requests, and complaints., • Maintain a high level of professionalism, integrity and respect when interacting with residents, team members, vendors, and community stakeholders., • Attend and participate in professional activities, meetings, organizations, and regulatory agency meetings or inspections. Requirements Qualifications & Requirements: • 1+ years’ experience as an assistant manager at a multifamily community of 100+ units., • Strong interpersonal skills with the ability to foster positive relationships with residents and collaborate effectively with team members., • Exceptional time management and problem-solving skills., • Ability to handle conflict resolution, complaints, and provide a high level of customer service tailored to the community demographic., • Experience with rent collection and delinquency management., • Be able to identify areas for improvement and offer suggestions to improve the efficiency, productivity, and profitability of the property., • Ability to deliver excellent customer service, including responsiveness to tenant needs and community engagement., • Strong verbal and written communication skills to interact with tenants, contractors, and local authorities., • Marketing and sales skills to promote vacant units and maintain high occupancy rates., • A positive attitude., • Must have a valid driver's license. What Will Make You Stand Out: • Experience with Yardi and CRM is preferred but not required. Benefits • Comprehensive benefits package including Medical, Dental, and Vision insurance, Life Insurance, Health Savings Account, Employee Assistance Program, and more., • 401k with company match., • Accrued 4-weeks of paid time off (PTO)., • Employee Referral Program. We are a growing property management company with new opportunities emerging every day. Explore our open positions to find your next opportunity. Don’t see the right fit today? Check back soon - your dream job could be posted tomorrow! WE ARE AN EQUAL OPPORTUNITY EMPLOYER Investment Property Group is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, creed, religion, sex, national origin, ancestry, age, marital status, protected veteran status, sexual orientation, gender identity or expression, genetic information, physical or mental disability or medical condition as defined by applicable equal opportunity laws. We celebrate diversity and are committed to creating an environment where all employees are respected, treated fairly, and given equal opportunities to thrive.

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 are looking for a Cost Manager/Quantity Surveyor to join our team and support construction cost services for our clients. The ideal candidate will be driven and promote our Turner & Townsend purposes and values. Responsibilities: • Advising client on strategies, managing prequalification of vendors, assessing proposals, bids, and bid levelling documents, making final recommendations to the client, attending & chairing bid interviews, and managing appointment process., • Manage estimating services for full project by developing project estimates (relating to construction, fees, direct work and other costs), reviewing estimations prepared by junior team members, presenting estimates to client, presenting value engineering recommendations and risk assessments to client, meeting with vendors to review, validate, and challenge costs, and reviewing estimates by utilizing benchmark data collected from other projects., • Manage cost reporting by establishing reporting schedule, reviewing & presenting cost reports and forecasts, reviewing project budget & spend forecast with the client, developing & maintaining commercial risk register, and hosting periodic meetings with project team & vendors., • Manage cost control process by reviewing payment application assessments prepared by junior team members, liaising with project managers to recommend contractor entitlements, reviewing requests for change orders from vendors & making recommendations to client, and using dispute prevention/management/resolution procedures to manage payment requisitions, change orders, and contractual disputes., • Manage & monitor invoicing process., • Benchmark performance against other successful commissions., • Manage all facets of the final accounting process and post contract audits and account close outs., • Hold post-contract reviews with the client to establish a lesson learned document and apply lessons to create training manual., • Develop procedures governing handover of project., • Perform all the duties above through the use/preparation of Bid Analysis Sheets, Change Control Forms, Cost Estimating Software, and Take-off Software., • 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., • Minimum 3-5 years of relevant experience working in a cost management role in the construction industry., • RICS accredited or working towards it is valuable, • Experience supporting cost management on medium or large sized construction projects., • Construction consultancy experience is strongly preferred., • Good knowledge of construction industry technical matters, such as different procurement routes, value management, and value engineering., • Strong communication skills. Additional Information The salary range for this full-time role is $115K-$150K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. Qualified candidates with arrest or conviction records will be considered for employment in accordance with LA County ordinance and CA law. 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 Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. 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 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 Working closely with our Head of Supplier Diversity, Cost Center Directors, and senior leadership across the USA, the Supplier Diversity Program Manager will be responsible to support the growth of the US Supplier Diversity Program within Turner & Townsend, in accordance with internal and external policy and procedures, including client support, direction, guidance, on regional or national projects and programs. Manage the continued development and delivery of Supplier Diversity strategies, programs, and initiatives to advance opportunities for diverse suppliers, internally, and externally for clients, as needed. • Ensure alignment with best practices for an inclusive approach to the sourcing of diverse-owned businesses, support equity through partner utilization of services, products, and business affiliations., • Proactively identify opportunities for diverse suppliers- key activities include identification, capability and capacity review, qualification assessment, and inclusion of diverse suppliers in business opportunities (e.g., development opportunities, pilots, etc.)., • Work closely with the CBRE Supplier Engagement team to leverage resources and share information for greater client engagement and business opportunities., • Develop partner utilization analysis and reporting, • Drive program results, by analyzing performance relative to internal and external benchmarks, and meet all reporting requirements based on program metrics and related data strategies., • Establish and maintain strategic partnerships with partner organizations, identifying mutually beneficial opportunities to increase engagement, foster connections and increase community presence., • Provide regional and national support to project teams., • Collaborate with internal stakeholders on initiatives, procurement activities, RFP's, contract management, and overall compliance related to Supplier Diversity requirements., • Monitor compliance as it relates to Owner/Client requirements, including and not limited to tracking progress towards goals, data entry, diverse business payment tracking, and related issues and concerns., • Utilize data tracking tools to enhance the pool of diverse contractors in the system, track progress against goals on specific projects; track Turner and Townsend’s diverse spend, utilization, and performance; support team members in the use of data tools to identify diverse partners., • Collaborate regularly with business stakeholders to gather risk parameters, performance metrics, and conduct industry research for benchmarking supplier metrics., • Represent the business by participating on boards and committees and providing thought leadership to key organizations within the regions such as the NMSDC, WBENC, and various regional business organizations in construction related industries., • Work with the Director to develop a Capacity-Building program (i.e. - Mentor-Protégé program); partner with cross functional teams to manage technical capacity building program, Mentor-protégé relationships, other trade partner development programs, and pipeline development (increasing pool of small and diverse firms)., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.Qualifications Minimum Qualifications: • Bachelor's degree or equivalent practical experience., • Specific experience with supplier/subcontractor relations and diversity outreach within a geographical market, a plus., • Solid knowledge of supplier diversity best practices and industry trends., • Demonstrated knowledge of construction process., • Strong ability to analyze data, produce reports and track metrics, • Track record of success in engaging business leaders and vendors on diversity initiatives., • Ability to build and maintain trust-based relationships with multiple internal and external stakeholders, • Strong relationships with Diversity leaders within market sectors., • Strong business acumen (financially and operationally)., • Demonstrated collaborative team leadership and team building characteristics., • Excellent communication skills; good listener, written communication, and presentation skills. Additional Information The salary range for this full-time role is $105K-$125K per year. Ranges are determined by role and level and represent a good faith effort to provide a fair and equitable salary. This range is a reflection of base salary only, not of a total compensation package. Please note Turner & Townsend reserves the right to pay more or less than the posted range, depending on candidate’s experience and qualifications. Qualified candidates with arrest or conviction records will be considered for employment in accordance with LA County ordinance and CA law. 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 Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-GO1 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.

A leading global financial services firm is seeking an A2A or Associate 2 level banker to join their Technology Investment Banking team.This premier investment bank serves thousands of institutional clients worldwide with a strong platform across fixed income and equity capital markets, M&A advisory

Executive Administrative Assistant to the CEO Location: New York, NY (Midtown/Financial District) Firm Type: Mid-size Investment Firm Employment Type: Full-Time, On-site Position Overview We are seeking a highly poised, proactive, and seasoned Executive Administrative Assistant to provide comprehens

Firm Overview Our client is a global full-service investment banking firm offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, and sales and trading services from offices in 10 countries worldwide.The team of over 800 capital markets and advi

Firm Overview Our client is a global full-service investment banking firm offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, and sales and trading services from offices in 10 countries worldwide.The team of over 800 capital markets and advi

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: • Support and advise Executive Management around the globe on high-level strategic projects, • Projects range from pure design and development to more transformational involving multiple business lines and regions, • Independently support project delivery, with greater focus on managing day-to-day project activities under the direction of a Director and client stakeholders (e.g. developing presentations and content, conducting stakeholder meetings), • Bring content expertise and drive resolution of complex issues, • Build long-term relationships with clients, • Support proposals to acquire new projects, • Manage and motivate a team of associates and analysts Requirements: • 5+ years work strategy/consulting experience within a top tier consultancy firm and/or financial services, • Experience in Commercial/Retail Banking, Asset Management, or Investment Banking required, • Develops well-structured frameworks to solve complex problems and provides guidance to efficiently complete projects, • Defines, conducts and/or supervises the necessary research and analysis for a project module, • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills, • Bachelor’s degree from a top tier school. MBA preferred 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 DescriptionA leading specialist recruitment firm is seeking a 360 Principal Recruitment Consultant to join its high-performing Quantitative Finance desk. This is a key strategic hire, offering the opportunity to work with some of the most sophisticated clients in global financial markets, including hedge funds, proprietary trading firms, and top-tier investment institutions. You’ll be stepping into a well-established market with strong existing relationships, while also having the autonomy to further grow and shape your desk. Employment Type: Full-time permanent Location: New York City, NY Compensation: $80,000-100,000 base + uncapped commission What You'll Do: • Manage and develop a full 360 recruitment desk within the Quantitative Finance market., • Build and maintain relationships with leading clients across hedge funds, quantitative trading firms, and investment institutions., • Deliver high-quality candidates across areas such as: Quantitative Researchers, Quantitative Traders, Quantitative Developers, and Risk & Model Validation., • Proactively source, headhunt, and engage top-tier quantitative talent., • Drive new business development and expand existing client accounts., • Manage the full recruitment lifecycle from initial briefing through to placement and post-placement care. Target Clients / Market Exposure: You should be comfortable operating at the top end of the market, engaging with organizations such as: • Top-tier global investment institutions, • Leading hedge funds, • Proprietary trading firms, • Systematic and quantitative investment firms RequirementsWhat You'll Bring: • Minimum 2+ years’ experience in recruitment (ideally within Quant, Finance, or a closely related market)., • Stable career history (approximately 2 years per role preferred)., • Proven track record of consistent billings and revenue generation., • Strong understanding of the quantitative finance landscape and key market dynamics., • Demonstrated ability to win and manage client relationships., • Confidence in headhunting high-calibre, niche talent., • Driven, commercially minded, and ambitious. At Talencore, we stand against racism and discriminatory practices. We stand against violence. We proudly support and partner with organizations that lift people up so everyone can succeed and thrive, and honour our candidates' experiences, perspectives and unique identity. We are committed to continuing to make diversity, equity, and inclusion part of everything we do – from how we work with our talented candidates to how we support our clients in building their diverse workforce.

Job Description Onsite address: 1555 Blake St. Denver, CO 80202 As a mid‐level Fixed Income Investment Analyst, you will play a central role in shaping portfolio decisions and driving performance across a diverse range of fixed income strategies. This is a chance to step into position where your analytical rigor, market intuition, and independent thinking directly influence investment outcomes.You’ll take ownership of sector and issuer coverage, develop differentiated investment theses, and collaborate closely with portfolio managers to translate insights into actionable positioning. Your work will span macroeconomic, fundamental, technical, and valuation factors, giving you a broad platform to deepen your expertise and expand your impact. Qualifications: • 7+ years of credit research analyst experience., • Demonstrable security selection ability with a proven track record., • Strong investor mindset with the ability to think beyond traditional analyst frameworks., • Demonstrated proficiency in building and maintaining independent financial models to test a wide range of company outcomes., • Deep understanding of corporate finance, accounting, and fixed income markets., • Ability to integrate top-down macro views with bottom-up fundamental analysis., • Experience and/or willingness to cover securities across the risk spectrum (IG, HY, loans, structured credit, etc.). Prior leveraged finance experience or financial sector coverage experience is a positive., • Strong verbal and written communication skills, with the ability to articulate views concisely and persuasively., • Ability to work and make decisions independently in time sensitive environments, while also functioning effectively within a team., • Strong interpersonal skills with the ability to build internal and external relationships., • Experience interacting with clients is advantageous, • Bachelor’s degree required; advanced degrees or certifications (e.g., CFA) are a plus., • Advanced proficiency in MS Excel and Bloomberg, • Basic coding experience (Python, R, or similar) is not required but highly valued., • Demonstrated creativity, initiative, and drive., • Entrepreneurial mindset with flexibility and adaptability in a business building environment., • Prior experience mentoring or guiding junior analysts is preferred; willingness to take on leadership responsibilities is expected., • Conduct independent, high conviction research to formulate investment recommendations on individual securities., • Serve as a sector expert across multiple sectors, developing deep expertise over time., • Identify and recommend the best risk adjusted total return opportunities across the capital structure, with a focus on downside protection., • Maintain ongoing coverage of portfolio holdings, ensuring timely updates and adherence to the investment process., • Participate in research meetings, company visits, and industry engagements, including discussions with management teams, competitors, customers, suppliers, and other relevant stakeholders., • Communicate research findings clearly and effectively through written notes, reports, presentations, and direct dialogue with Portfolio Managers., • Support portfolio construction discussions by providing insights on relative value, risk factors, and market dynamics., • Collaborate with team members across fixed income strategies to support portfolio needs and firmwide investment initiatives., • Mentor and potentially manage junior analysts, providing guidance on research approaches, modeling, and professional development., • Contribute to the evolution and enhancement of the team’s investment process and analytical frameworks., • Understand and adhere to all regulatory obligations and firm policies applicable to the role., • Advanced financial modeling and valuation capabilities., • Strong understanding of credit analysis, capital structures, and fixed income instruments., • Ability to synthesize macroeconomic, industry, and company-specific data into actionable investment insights., • High attention to detail with strong analytical rigor., • Proficiency with Bloomberg and Microsoft Office; familiarity with coding languages is a plus., • Strong security selection intuition supported by disciplined research., • Ability to balance top-down and bottom-up perspectives., • Comfort evaluating securities across varying levels of credit risk., • Entrepreneurial mindset with the ability to identify opportunities and improve processes., • Clear, concise, and persuasive written and verbal communication., • Ability to present complex ideas to Portfolio Managers and senior leadership., • Strong relationship-building skills with internal teams, external partners, and company management., • Ability to mentor junior team members and contribute to a collaborative, high-performance culture.

Job Description Director- M&A/Exit Strategies RESPONSIBILITIES: • Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities., • Work with client executive teams and stakeholders to assess and align on strategic objectives., • Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations., • Identify and pursue new acquisition opportunities for clients., • Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals. QUALIFICATIONS: • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field., • CPA required., • 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm., • Strong understanding of financial modeling, valuation methods, and due diligence processes., • Proven track record of successfully leading and executing complex M&A transactions and exit strategies., • Exceptional negotiation, communication, and presentation skills., • Ability to manage multiple priorities and meet tight deadlines., • Strong leadership capabilities with the ability to influence and inspire teams. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Kaiser Associates (a Sia Company) is a global growth consulting firm that translates original insights into strategy for ambitious organizations around the world. For more than 40 years, our industry insider approach to bespoke research has supported clients across a focused set of specialized markets and disciplines. Armed with intelligence that is simply unavailable elsewhere, our teams craft practical, agile, and actionable strategies that enable clients to make bold, high-confidence decisions - often at moments that matter most. Kaiser Associates is expanding its Private Equity Practice and seeking an accomplished and entrepreneurial Vice President (VP) to join our senior leadership team. This is a high-impact role for a seasoned consultant with deep experience advising private equity firms and their portfolio companies across the full investment lifecycle. The VP will leverage Kaiser’s proprietary research, primary diligence capabilities, and deep sector expertise to advise leading private equity sponsors and investment teams. Our work spans commercial due diligence, market and growth strategy, value creation planning, portfolio strategy, exit readiness, and post-acquisition growth initiatives. This role offers a distinctive opportunity for an individual with a strong track record of building trusted relationships with PE clients, leading complex engagements, and driving repeat business. The position includes a clear and accelerated path to Partner for individuals who demonstrate sustained commercial impact, leadership, and firm-building contributions. Key Responsibilities * Lead and grow Kaiser Associates’ Private Equity practice by delivering high-value strategic support across diligence, value creation, portfolio strategy, and growth acceleration initiatives. * Serve as a senior advisor to private equity firms and portfolio company executives, providing actionable insights that inform investment decisions and drive enterprise value. * Contribute meaningfully to firm growth by originating and expanding client relationships, with an annual revenue target of $1.5M+ through new and follow-on engagements. * Develop and execute a disciplined business development strategy focused on deepening relationships with existing PE clients while expanding Kaiser’s footprint with new sponsors. * Provide thought leadership within the Private Equity practice, shaping new offerings, methodologies, and points of view aligned to evolving PE investor needs. * Oversee engagement delivery and profitability, ensuring high-quality outcomes, strong client satisfaction, and efficient execution across multiple concurrent projects. * Build, mentor, and lead high-performing consulting teams, fostering a culture of excellence, collaboration, and professional development. * Contribute to the development of Kaiser’s intellectual capital, helping to position the firm as a trusted strategic partner to the private equity community. Qualifications * 7+ years of strategy consulting experience, with significant exposure to private equity clients and investment-related work (e.g., diligence, value creation, growth strategy). * Demonstrated success originating and managing consulting revenue of $1.5M+ annually within a management consulting or advisory environment. * Established relationships and credibility within the private equity ecosystem (sponsors, operating partners, portfolio leadership). * Strong executive presence with exceptional written and verbal communication skills. * Proven ability to lead teams, manage senior client relationships, and navigate complex stakeholder environments. * Strategic thinker with a strong bias toward practical execution and impact. * Track record of balancing business development, client delivery, team leadership, and operational responsibilities. * Fluency in a foreign language is a plus but not required. * Proficiency in Microsoft Office (Excel, PowerPoint, Word). If you’re looking to play a senior leadership role in a growing Private Equity practice with real ownership, influence, and a clear path to Partner, we encourage you to apply. Kaiser Associates is an Equal Opportunity Employer. Powered by JazzHR gKyifoA4Xo

Job Description Trexquant is seeking an experienced quantitative researcher to lead our Systematic ETF Strategy Team. In this role, you will manage a team of researchers focused on designing, implementing, and trading systematic ETF-based strategies within Trexquant’s core quantitative framework. Your leadership will play a critical role in scaling ETF strategies into a meaningful asset class for the firm. Responsibilities • Lead and mentor a team of researchers to expand ETF capabilities by identifying new data sources, signals, and strategies., • Oversee the design, backtesting, and implementation of systematic ETF trading strategies., • Collaborate with the development team to enhance the performance, robustness, and scalability of ETF simulation and trading infrastructure., • Partner with execution and financing teams to optimize trade execution and capital efficiency., • Work with the risk team to establish monitoring frameworks, controls, and capital allocation processes specific to ETF exposures., • 5+ years of experience researching and trading quantitative ETF-based strategies., • Bachelor’s, Master’s, or Ph.D. in Mathematics, Statistics, Computer Science, or a related STEM field., • Proven leadership experience managing quantitative research teams., • Strong quantitative, analytical, and problem-solving skills., • Proficiency in Python; familiarity with large-scale data analysis and backtesting frameworks a plus. Benefits • Competitive salary with performance-based bonus., • Collaborative, casual, and friendly work environment., • PPO health, dental, and vision insurance fully covered for you and your dependents., • Pre-tax commuter benefits., • Weekly company-provided meals. Applications are now open for our NYC office, opening in September 2026. The base salary range is $130,000 to $200,000, depending on candidates’ educational and professional background. Base salary is only one part of Trexquant’s total compensation, which may include a discretionary and performance based bonus. Trexquant is an Equal Opportunity Employer

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 130+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity across a wide range of industries and situations, • Monitor and manage portfolio investments, • Work in small deal teams directly with senior management, with an ability to have an outsized impact on the success of each investment and the firm overall Desired Skills and Experience • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams, and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job DescriptionInvestment Banking Analyst Overview MTS seeks candidates to fill an immediate hire for the position of Investment Banking Analyst. The Investment Banking Analyst will play an important role on the firm’s advisory team, supporting an appropriately staffed team in a broad range of transactions including mergers, acquisitions, divestitures, restructurings, royalty monetizations and capital markets transactions. Candidates can expect to receive a higher level of responsibility and deal execution experience than at peer institutions. Day-to-Day Responsibilities Responsibilities include conducting company and industry research, performing financial and valuation analyses, creating business profiles, and preparing industry overviews on subsectors within the healthcare industry. Financial analyses include creating detailed financial models used for valuation and other financial analysis (DCF, LBO, M&A, accretion/dilution, comparable company and transaction analysis); preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations; conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction. Qualifications Ideal candidates will have ~6-18 months of fulltime, professional experience in the financial services industry and/or consulting. Candidates should have a strong desire to work in investment banking and an interest in the healthcare industry. We are looking for candidates with demonstrated leadership in academics and extracurricular activities and a degree from a top rated institution. We seek young men and women with overall excellent judgment and character, strong quantitative and qualitative analytical skills, knowledge of corporate finance, keen attention to detail, desire to excel, and commitment to contributing to the MTS team culture. Why Choose MTS as a Career MTS Health Partners, L.P. is a fast-paced, collegial environment with a tight-knit culture focused on professional growth. Anchored by the foundation of a well-run partnership, team members have unparalleled access to Senior Bankers and are rewarded with responsibilities commensurate with demonstrated skill and professional maturity. MTS promotes an environment based on teamwork and camaraderie, with an emphasis on entrepreneurship, accountability and innovation. MTS is dedicated to promoting from within the firm and developing each team member’s career. Why Clients Choose MTS as Their Banker MTS Health Partners, L.P., is a preeminent New York City-based healthcare investment bank, providing strategic advisory services related to mergers & acquisitions, divestitures, restructuring, and equity and structured products capital markets transactions for companies in the global healthcare industry. MTS focuses on the following subsectors of the healthcare industry: healthcare services, pharmaceuticals, biotechnology, generics, medical devices and diagnostics. Founded in 2000, MTS is distinguished by its dedicated healthcare industry focus, senior level hands-on deal execution, and the unique perspective and network MTS brings given the deep experience of its senior professional team - all without the conflicts of interest that most banks face. The U.S. and global healthcare industry is currently in the midst of unprecedented growth and change in a volatile economic environment; MTS plays a crucial role in advising our clients as they face critical strategic and financial decisions during these times. Uniquely, MTS’ business model focuses on alignment with our clients, building long-term relationships and engineering and executing the “right” transaction for our client. We specialize in executing complex transactions (e.g. mergers, restructurings, privately negotiated equity, structured debt, hybrid financings) where our “skill” as bankers is more important than the “scale” of an organization, such as in widely syndicated transactions (e.g. follow-on equity offerings, senior debt offerings). However, when a situation calls for a hybrid approach of private negotiation and public syndication, we also have the ability, as a registered broker-deal, and the flexibility to call on our experience and relationships to orchestrate the appropriate deal. Whereas many banks are divided into industry coverage groups and product groups, the same deal team at MTS originates and executes the transaction, thus maintaining control of every aspect of advice, strategy, and execution and avoiding the conflicts of interest seen at other advisory firms. Note:The 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.Expected Annual Salary $110,000-$110,000 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionChilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.Qualifications, • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Powered by JazzHR mHUeQTRCxM

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. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Job Description Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities: • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required, • Transaction execution involving direct client interaction and communication, • Managing client due diligence processes, • Conducting extensive financial modeling and valuation, • At least 2 years of experience in investment banking, primarily Financial Institutions related, • Strong Microsoft Excel skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive, • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred 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 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 $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE -ASSOCIATE VICE PRESIDENT THIS POSITION IS BASED OUT OF OUR NEW YORK OFFICE AND IS ON-SITE 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 with offices in New York, the San Francisco bay area, 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) Gilmartin is looking for a highly motivated individual to fill the position as an We are seeking a highly motivated individual to fill an Investor Relations Associate position. The successful candidate will work closely with senior Gilmartin executives to create materials to pitch and win new client business while managing existing day-to-day client engagements and with our internal team. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES • Support Gilmartin clients by executing tactical investor related goals and deliverables for clients, • Specific responsibilities include:, • Coordinate with senior team members on client deliverables and timeline; proactively improving IR function, • Participate in the quarterly earnings process and conference call logistics – this may include creating press releases, speaker scripts, Q&A materials and presentation materials, • Responding to investor inquiries, • Monitoring and compiling peer group research; following industry, competitor and customer developments and news flow including earnings calls and analyst days - communicating key takeaways to management teams, • Evaluating industry trends and sentiment, assist senior team members in analysis for corporate executives, • Recommend content and updates for IR website, • Provide logistical support, administrative and calendar items including:, • Creating and maintaining IR calendar for year, • Support in collecting and analyzing sell side estimates and maintaining consensus model, • Logging investor inquiries, maintain database of investor activities, • Develop and maintain relationships with investment bankers, investors, and analysts, • Prepare materials for Board of Directors and other internal audiences on investor relations activities, share ownership, and valuation as required, • Have a passion for partnering with innovative healthcare companies, building IR practices and helping to craft client narratives, • Work collaboratively with Gilmartin team to pitch new business and execute existing business, • Support junior staff for day-to-day client needs and career development, • Travel, as needed, to investor conferences and meetings and client offices QUALIFICATIONS • Bachelor's degree and 3+ years of experience in investor relations and/or equity analysis at an investment bank or asset management firm, • Background in science and/or a strong interest to work with companies in healthcare sector, • Understanding of capital markets, Reg FD and other SEC disclosure rules and regulations, • Series 7 (or 82), 63 required within 6-months of hire, • Possess superb written and verbal communication skills, • Enjoy financial modeling and equity valuation skills and have a strong command of Excel, • Energized by interacting with external investors and Wall Street constituents, • Self-motivated with ability to work independently while prioritizing deliverables; detail-oriented multi-tasker who enjoys thinking critically to proactively problem solve, • Mature, confident and comfortable interacting with a senior executive leadership team, • Strong personal integrity with the highest ethical standards and are able to maintain confidentiality and exercise judgment and discretion, • Above all else, bright, kind, collaborative and motivated by challenge

Job DescriptionAbout the Company Headquartered in New York City, Republic is a global financial firm operating a full-stack private investment platform for regulated digital assets, covering primary issuance through secondary trading. Republic’s full-stack spans private market investing for both retail and institutional investors, wallet infrastructure, enterprise digital advisory, asset management and more. With a deep track record of legal and technical innovation, Republic is known for opening retail access to new asset classes across venture, film, sports, private equity and now pre-IPO opportunities. Backed by Valor Equity Partners, Galaxy Interactive, HOF Capital, AngelList and other leading institutions, Republic boasts a global portfolio of over 2,000 companies and a community of nearly three million members in over 150 countries. More than $3 billion has been deployed through investment platforms, funds, and firms within the Republic family of companies with operations established in the US, the UK, EU, the UAE and South Korea. About the Role We’re hiring a Senior Financial Reporting & Technical Accountant to own complex accounting and reporting in a fast-growing fin tech company. This is a hands-on individual contributor role for someone who can operate independently, bring structure to ambiguity, and build durable reporting processes as the business scales. You’ll partner closely with Finance leadership to ensure accurate financial statements, defensible technical accounting positions, and audit-ready reporting Job Responsibilities: • Prepare and review monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, • Prepare, review, and maintain complex balance sheet account reconciliations, ensuring accuracy, completeness, and compliance with U.S. GAAP; document conclusions and resolve discrepancies, • Research and apply new accounting standards, draft technical accounting memos for complex or non-routine transactions, • Develop and maintain accounting policies as the business evolves, • Support audits and reviews; act as a technical accounting point of contact, • Identify gaps in reporting, controls, and processes and implement practical, scalable improvementsQualifications:, • Bachelor’s degree in Accounting or Finance, • CPA required, • 3 -5+ years of accounting experience with strong technical accounting and reporting exposure, • Public accounting background (Big 4 or national firm preferred), • Experience in a startup or high-growth environment, • Strong judgment, technical writing skills, and attention to detail, • Comfortable owning work end-to-end in a fast-moving, resource-lean environmentNice to Have:, • SEC reporting experience, • Experience scaling close and reporting processes, • Fintech, marketplace, or regulated industry experienceWhy This Role?, • High-impact, high-ownership role at a critical growth stage\, • Direct exposure to complex, interesting accounting issues, • Opportunity to build processes that scale with the business, • Competitive Benefits Package: We provide comprehensive medical, dental, vision, and retirement benefits to enhance your health and work-life balance., • Wellness Perks: Enjoy wellness programs that include gym memberships, mental health resources, and personalized support to help you thrive both in and out of the workplace. Powered by JazzHR hkIycfkkRR

Job Description Our client is an elite investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership—pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Energy, Power, and Infrastructure (EPI) Group Innovative energy, power, and infrastructure services companies benefit from some of the worlds most powerful trends, including ESG, grid upgrades and maintenance, 5G expansion, energy transition, and infrastructure investment. Senior professionals in our client's Energy, Power & Infrastructure Group work with investors and company leaders to make the most of these opportunities. Clients worldwide turn to our client to keep a pulse on the energy, power, and infrastructure market and to help unlock value in their businesses through M&A and private capital advisory services. They have a robust track record across industry sectors such as environmental services; utility and telecom; environmental services; engineering and construction; energy management; energy technology; renewables and distributed energy; and testing, inspection, certification, and compliance. Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Energy, Power, and Infrastructure (EPI) Group in New York, NY. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis • Execute sell-side M&A transactions across all phases of the deal lifecycle, • Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses, • Conduct comprehensive valuation analyses using multiple methodologies, • Perform detailed industry research, competitive analysis, and market assessments, • Prepare pitch materials, management presentations, and transaction marketing materials, • Coordinate due diligence processes and manage data room activities, • Work closely with Vice Presidents to manage deal workstreams and timelines, • Guide and mentor Analysts on financial modeling, analysis, and presentation preparation, • Provide feedback and coaching to junior team members, • Ensure accuracy and quality of all deliverables, • Participate in client meetings and calls alongside senior bankers, • Develop understanding of client business models, strategies, and industry dynamics, • Support business development initiatives and pitch preparation, • 2-3 years of investment banking experience, with sell-side M&A experience preferred, • Strong financial modeling and valuation skills with high attention to detail, • Proficiency in Excel, PowerPoint, and financial databases, • Excellent analytical and problem-solving abilities, • Strong written and verbal communication skills, • Ability to manage multiple projects simultaneously and meet tight deadlines, • Bachelor's degree required; advanced degree or certifications preferred, • Demonstrated work ethic and ability to thrive in a fast-paced environment, • Team-oriented mindset with willingness to collaborate and support colleagues, • Willingness to travel up to 15% of the time Our client's top-performing Associates demonstrate: • Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy, • Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently, • Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers, • Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs, • Highly competitive base salary commensurate with experience, • Performance-based bonus eligibility tied to company, business unit, and individual performance, • Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan, • Generous paid time off including vacation, holidays, and parental leave, • Structured training program and professional development resources, • Mentorship opportunities with senior bankers, • Clear path for advancement to Vice President

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., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. 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 $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionSalary: $50,000 - $85,000 Strategic Associate, Office of the President Location: Flexible (Chicago Preferred) Reports to: President About the Role The Office of the President is seeking a Strategic Associate to operate as a direct extension of executive leadership. This is a high-visibility, high-trust role for a proactive professional who thrives at the intersection of strategic planning, revenue/partnership operations, and executive-level communication. You will work with significant autonomy, often wearing the Presidents hat to translate strategic priorities into daily execution. You are the engine of the executive office - anticipating needs, driving clarity, and ensuring that high-priority initiatives move forward with precision and momentum. Role & Responsibilities Partnership, Sales & Growth Operations (50%) • A significant portion of the Presidents mandate is to support new business, growth, and strategic partnerships. As such, you will be collaborating with the President on strategic initiatives, including marketing, sales/partnership operations, demand generation, reporting, and salesforce/team alignment., • Support the development and management of firmwide revenue initiatives by evaluating current sales activities and directly prospecting new business opportunities informed by market trends and internal analysis. This includes outbound prospecting, meeting with executives at potential client organizations, drafting and refining proposals and contracts, negotiating terms, and supporting the full lifecycle of new business development., • Strengthen data utilization and engagement efficiency by researching emerging tools and capabilities, with a particular focus on AI utilization., • Prepare briefs, insights, and research summaries to ensure the President is fully prepared for internal and external prospect meetings, pitches, and proposals., • Support meeting and report preparation for client meetings, weekly/quarterly team briefs, and executive sessions. Marketing, Content Creation & Executive Communications (30%) • Draft long-form articles, social content, and personalized client pitches that reflect the Presidents voice and strategic intent., • Manage meeting follow-ups and ensure information flows cleanly to the right stakeholders., • Develop high-impact presentations that distill complex ideas into clear, compelling executive narratives., • Support executive communications, including messaging, email drafts, and internal updates. Executive Operations & Strategic Initiatives (20%) • Lead and independently own special projects, ensuring alignment across Sales, Events, Marketing, and Operations., • Thoughtfully develop suggestions for operational/process improvement, and work with various stakeholders to drive internal and external success (ex. utilization of AI, enhance marketing analytics, introduce new products, etc.)., • Proactively manage information flow across the Executive Office to eliminate bottlenecks, streamline stakeholder collaboration, and surface priorities early., • Provide essential support in finance and accounting tasks related to business development., • Track deliverables, timelines, and success metrics to maintain organizational momentum and drive best practices across project management. The Ideal Candidate You are a high-capacity operator who acts as a force multiplier for executive leadership. You thrive in fast-moving environments, take pride in exceptional output, and bring the following strengths: • 25 years of experience in consulting, marketing, sales operations, or a similarly dynamic hybrid role., • Exceptional writing skills with the ability to adopt and maintain a leadership voice across formats., • Excellent communication skills with the ability to organize and manage multiple priorities; the ability to pick up on nuances of client interaction and communications., • Advanced proficiency in Google Slides with a refined sense of layout, branding, and visual storytelling., • Ability to balance strategic thinking with hands-on execution in a fast-paced sales environment., • Experience working directly with senior leadership and the judgment to handle sensitive information., • A natural bias toward actionyou finish one task and immediately identify the next., • A doer mentality with the persistence to own workstreams end-to-end with minimal oversight., • A highoutput, lowego approach to work, seeking world-class mentorship and a long-term career springboard. About Landmark Ventures: Landmark Ventures is a technology-focused Investment Bank and Strategic Advisory firm, specializing in M&A, Capital Raising, Business Development, and Strategic Partnership services for a select group of public corporations, private equity sponsors, and high-growth companies. We pride ourselves on our extensive personal relationships across the strategic landscape, coupled with unparalleled market insights and deep global deal experience. Our core strengths lie in connecting exceptional people through curated events, providing targeted business advisory services, and driving meaningful, lasting relationships that build customer pipelines and close deals. With a strong focus on cross-border transactions involving the United States, Canada, Europe, China, and Israel, Landmark Ventures is uniquely positioned to navigate the complexities of global markets and deliver impactful results. Landmark Ventures is committed to hiring a diverse team that provides important perspectives in our work and is an equal opportunity employer that welcomes all qualified applicants regardless of race, ethnicity, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, physical or mental ability, gender identity or expression, or veteran status.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Client Experience Strategist We are looking for a Client Experience Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and approach to Client Success as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. * Data Management * Process ongoing updates from clients and various institutional data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

Job Description Job Description: Look for recruiting partners with me to fill the position. 24 positions available -- the client is a VC firm, and they are continuously forming new companies and hiring CTOs. They aim to incubate 2 companies each month, which means 24 CTOs in the year of 2026. Requirements for cofounder/CTO: 1. Top 30 schools in United States, 2. Previously worked in big tech as an engineer, 3. Previously founded a company as a technical cofounder and raised at least 500K. Or, worked as CTO in a startup that raised at least $1M, 4. Strong technical ability to build from 0 to 1, and potential to lead a tech team, 5. Based in NYC or SF Bay, or willing to relocate, 6. Interested in leading a B2B health-tech SaaS company. The client VC has a strong playbook in B2B health-tech SaaS. Their portfolio have reached over $200M revenue, and raised over $500M from A16Z, Sequoia, Founders Fund, and others. The client VC typically provides $200K-$3M investment into the company as minority financial investor. The founding team (CEO+CTO) owns the company. Typically, the candidate will pay themselves $100K-$150K before raising $3M, and can reasonably increase their salary after raising a big round.

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. Role and Responsibilities: Prospect is seeking a highly motivated Investment Professional to join its Lower Middle Market Equity (LMME) initiative with a primary focus on deal origination and sourcing. This individual will be responsible for identifying, developing, and maintaining relationships that drive proprietary and intermediated investment opportunities across the lower middle market. The role emphasizes front-end sourcing, relationship management, and strategic market coverage ideal for a professional who combines strong interpersonal and networking skills with an understanding of private credit and lower middle market dynamics. Key responsibilities include: • Source, evaluate, and qualify new investment opportunities in the lower middle market (typically $315 million EBITDA), • Develop and maintain relationships with investment banks, business brokers, private equity sponsors, advisors, and company owners., • Represent Prospect Capital at industry events, conferences, and networking functions to enhance market visibility and deal flow., • Collaborate closely with internal investment and underwriting teams to transition qualified opportunities through the investment process., • Track and manage origination activity, maintaining a disciplined and organized pipeline., • Contribute to the strategic development of Prospects LMME origination platform and market coverage approach. Desired Skills and Experience • Demonstrated success in originating and developing new deal flow in private credit, leveraged finance, private equity, or related fields., • Deep relationships and established network across the lower middle market ecosystem., • Solid understanding of credit fundamentals and investment evaluation., • Excellent verbal and written communication skills with a professional presence., • Ownership mentality, entrepreneurial drive, and a self-starter mindset., • Highly organized and able to manage multiple opportunities simultaneously., • Prior experience in private credit, investment banking, private equity, or another analytical, transaction-oriented role preferred., • Strong academic track record. The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Client/Partner Marketing Associate LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $65,000 - $75,000 plus bonus and benefits The Role: Canoe is looking for a Client & Partner Marketing Associate to support and expand our client and partner marketing strategy in collaboration with Business Development, Sales, Product, Channel Partnerships, and Relationship Management. This role centers on storytelling. You must be an effective communicator, verbally and in writing, to help us find the right client voices and narratives, build stakeholder relationships, and create impactful materials. You’ll turn key clients and partners into growth engines through integration-focused campaigns and peer-led advocacy. You'll coordinate across a large network of partners and clients, so strong prioritization and project management skills are essential. You’ll communicate clearly with stakeholders at all levels What You’ll Do: Client Content & Messaging Execution * Support client marketing content development, from idea generation through delivery across Canoe’s audience segments and buying stages (e.g., announcements, blogs, webinars, article placements, podcasts, and videos). * Support the development of customer advocacy content (case studies, testimonials, webinars, event activations, speaker engagements). * Help shape customer marketing narratives, demonstrating our Client-First value by simplifying clients' experiences and crafting stories that deliver value to all stakeholders. * Coordinate with internal teams and clients to schedule interviews, prepare discussion guides, and move stories from initial conversation through final approval. Partner Marketing Strategy & Execution * Support partner marketing efforts for the Canoe Partner Program, including ecosystem storytelling, messaging, and co-branded assets. * Develop partner-ready messaging kits, solution briefs, decks, demo narratives, and customer-facing content. * Build strong working relationships across partner organizations. Program Ownership * Serve as a key marketing point of contact for clients, partners, and internal client-facing teams. * Contribute to the development of client and partner marketing playbooks with clear, structured execution standards. * Support execution and optimization of cohesive client and partner storytelling and support high-touch engagements. Marketing Enablement & Campaign Support * Collaborate with Implementation and Relationship Management teams to prioritize marketing campaigns for the right clients at the right time. * Partner with Events Marketing to power hosted and sponsored events (webinars, roundtables, happy hours) through strong customer storytelling and speaker preparation. * Support Product Marketing and Channel Partnerships as needed with Canoe-partner integration launches, co-marketed events, and client education materials. * Support Growth Marketing, Business Development, and Sales in cross-selling, referral pipeline goals, and ABM campaign development. * Collaborate across the Commercial organization to identify, recruit, and nurture client champions, and guide internal teams on how to leverage the client story library. Measurement & Reporting * Track social proof activity and flag trends, make data-driven adjustments, and use insights to optimize strategies. * Support the tracking and reporting of partner KPIs for each partner, tracking pipeline impact, deal velocity, engagement, and co-marketing performance. * Regularly report outcomes and insights to Commercial leadership, client stakeholders, and partners. What We’re Looking For: * 2–3+ years in client and/or partner marketing for B2B SaaS or enterprise technology; AI, fintech, or alternative investments experience preferred. Candidates with backgrounds in journalism, content creation, or storytelling (e.g., blogging, podcasting, or editorial work) are especially encouraged to apply. * Builder mentality: highly organized, self-directed, thrives in ambiguity, and comfortable in a fast-paced, evolving environment. * Strong communication skills, with emphasis on the ability to translate complicated technical concepts and implementation details into compelling narratives. * Excellent ability to gain the trust of senior stakeholders and influence with confidence and credibility. * Strong discretion, especially when dealing with sensitive or confidential client and partner information. * Deep understanding of the customer lifecycle and the role of customer marketing across acquisition, expansion, and retention. * Collaborative, customer-centric mindset with a knack for connecting cross-functional and cross-organizational teams. * Attention to detail with a strong bias toward action, ownership, and problem-solving. * Proven ability to lead projects from ambiguous concept through implementation and analysis. * Experience with Google Suite, Salesforce, Hubspot, WordPress, Canva (or similar tools). * Stays current on customer marketing best practices and evolving product narratives. * Experience owning and delivering success across 20+ enterprise or strategic relationships at any given time. 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 Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview The Vice President of Commercial Growth and Partnerships, reporting to the Chief Product Officer, is responsible for shaping and executing Elite's commercial portfolio growth strategy across pricing, packaging, partnerships, and product line economics. This role ensures that product investments, pricing decisions, and partner strategy that translates into measurable ARR growth, margin expansion, and disciplined execution aligned with the Value Creation Plan (VCP). This role leads the orchestration of portfolio and offering strategy, pricing architecture, ecosystem and partner programs, and cross functional commercial alignment across Product, Go to Market, and Finance. This role is accountable for financial performance of designated product lines in partnership with Product and Finance, while serving as a strategic integrator across teams to ensure commercial decisions are coherent, scalable, and consistently executed across the portfolio. Work Arrangement: Hybrid in NYC HQ Responsibilities P&L Ownership & Commercial Leadership • Drive financial performance of designated product lines, including ARR, retention, margin, and operating efficiency, in partnership with Product and Finance., • Partner with Finance and Product to build product-level P&L models, investment plans, and multi-year financial forecasts., • Own pricing and monetization strategy, including packaging and portfolio mix, and partner with Finance on pricing approvals., • Lead the integrated product portfolio strategy grounded in customer insights, competitive intelligence, and long-term market trends., • Define strategic adjacencies, expansion opportunities, and product-level transitions including cloud migration pathways., • Partner closely with Product Management to translate strategy into clear roadmap priorities and sequencing., • Establish portfolio governance frameworks that guide capital allocation, investment decisions and portfolio performance tracking., • Define and own Elite's global partnership strategy across technology, data, payments, services, and strategic alliance partners., • Design and scale Elite's partner program, including partner tiers, enablement models, incentives, certification, and governance., • Identify and prioritize partnerships that accelerate product innovation, expand market reach, improve customer outcomes, and unlock incremental ARR., • Partner with Product, Technology, Sales, and Marketing to ensure partners are integrated into product roadmaps, GTM motions, and commercial packaging., • Establish commercial and operational models for co-selling, co-marketing, and joint solutions with partners., • Own partner performance metrics, including sourced and influenced revenue, attach rates, pipeline contribution, and partner ROI., • Serve as executive sponsor for strategic partners and alliances, managing senior-level relationships and escalations., • Partner with Product Operations to reinforce rigor, transparency, delivery excellence, and cross-functional coordination., • Implement operating rhythms, KPIs, and reporting structures that improve predictability and execution quality., • Serve as executive sponsor for product-related M&A and strategic partnerships, supporting opportunity assessment, due diligence, synergy modeling, and integration planning., • Build and lead a high performing team over time as the function evolves, intentionally developing future leaders through focused coaching, hands on mentorship, and structured capability building., • Cultivate a culture grounded in strategic rigor, commercial accountability, and deep customer orientation, ensuring decisions drive measurable business impact., • Bachelor's Degree in Business, Finance, Computer Science, Engineering or equivalent experience. MBA or advanced degree preferred., • 12+ years of senior leadership experience in product strategy, corporate strategy, partnerships, or commercial strategy leadership within enterprise SaaS., • Experience with AI technology and commercial strategy., • Experience working in or closely with the legal technology industry in a high-growth SaaS environment is preferred, with familiarity across law firm workflows and enterprise sales cycles., • Demonstrated experience owning or influencing P&L performance, including ARR growth, margin optimization, and product-level financial planning., • Proven success developing and executing portfolio strategy, including investment prioritization, lifecycle management, and multi-year product vision., • Deep expertise in pricing, monetization, and packaging for subscription-based SaaS products., • Demonstrated experience building and scaling strategic partnerships or partner programs, including technology alliances, commercial partnerships, or ecosystem-led growth motions., • Strong background shaping or partnering on go-to-market strategy across Sales, Marketing, and Customer Success., • Strong financial modelling capability and ability to convert insights into strategic recommendations for executive stakeholders., • Demonstrated ability to lead cross-functional initiatives and influence outcomes at the ELT and board levels., • High executive presence with exceptional communication skills, capable of simplifying complex concepts for diverse audiences., • Strong track record leading and developing high-performing teams across strategy, operations, partnerships, or product disciplines., • Comfortable operating in high-growth, transformation, or PE-backed environments with evolving priorities., • Ability to navigate ambiguity, drive clarity, and make data-informed decisions under pressure., • Ability to travel up 25–50% as business needs require., • Role requires the following physical capacity: Sedentary: primarily desk/computer work., • Competitive Compensation Package ($238,000 - $280,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 1-2 years experience working in investment banking or transaction experience finance required., • Have executed at least one deal start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues., • Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?Second year analyst base is $105,000; third year analyst base is $115,000 with bonus of up to 50% of salary.

Job Description At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. Job Description Manager, Operations Summary The Manager, Operations is an operations project manager who will work with senior operations team to design and execute programs to support the companies’ goals and objectives. The Manager, Operations will provide overall planning for, and direction to operational areas to achieve operating standards, client satisfaction, and financial goals. Essential duties and responsibilities • Oversee the planning of both occasional face to face meetings and monthly conference calls along with any corresponding logistics and material preparation, • Research, analyze and prepare materials for the Operations and Executive team. Utilizing Cresa’s HR, Finance and CRM, • Perform, research and execute and complete routine and assigned projects, • Provide day to day support to research and execute projects in any aspect of the corporate operations function, • Support and enable cross-functional stakeholders/teams throughout the organization. This may require coordination and aid to both the HR, Finance and Marketing departments, • Manage and update protocols and operational documentation, • Manage periodic internal surveys, analyze information, and create value added feedback for the operations team, • Coordinate logistics and provide research support for Committees as assigned. This is in the form of calendar setting, agenda setting etc. Required: To perform this job successfully, an individual must be able to perform each essential duty: • Must be self-motivated, extremely organized and possess the ability to efficiently manage time and priorities effectively., • Must be an independent thinker with ability to multi-task. Must have previous work experience preferably in commercial real estate or a related professional services industry. Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. About Cresa LLC Cresa is the world's largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. Delivered across every industry, its services include Consulting, Facilities Management, Global Portfolio Solutions, Investment Banking, Lease Administration, Location Strategy & Economic Development Incentives, Project Management, Transaction Management and Workplace Intelligence. With over 1000 employees in more than 80 offices globally, Cresa partners with occupiers everywhere. For more information, please visit cresa.com.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: A Tax Financial Services Internship with Kaufman Rossin is an adventure more rewarding than the average internship! Of course, you’ll be integrating your coursework learning with hands-on knowledge and gaining additional credentials to round out your resume – that’s to be expected from any internship. What you may not expect is our culture! At Kaufman Rossin, we work in a people-first environment that nurtures creativity, rewards innovation, and encourages professional growth. You’ll ask us a million questions. You’ll meet the learning goals of each assignment and each term. You’ll share your ideas, suggestions, and opinions with us. You’ll have fun working with us, learning with us, and playing with us. Our internships are in-person but are structured around your class schedule; education remains the priority! You can dedicate 30 hours/week to 40 hours/week as an intern…we’re flexible! We typically have Spring and Summer internship options. If it goes well, and you’d like to stay on, you can extend your internship or become eligible for long-term hire once you’ve concluded your undergraduate education! Requirements What Skills You'll Bring: • Currently enrolled in a Master's or Bachelor's in Accounting, • Knowledge of general accounting principles, as well as tax provisions, • Strong skills in Excel, Word, PPT, and Adobe, • 3.0 GPA How You'll Stand Out: • Team player and a commitment to high quality, detailed work, • Self-starter with the ability to deal with multiple priorities, • Excellent communication skills, both verbal and written We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

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.’s Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 2+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints 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 $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description About The Role We’re seeking an experienced, analytical and energetic leader who has a track record of building high performing, customer obsessed and data driven teams. In this role you will own strategy development and execution of operations to drive and enable growth of client's rapidly scaling marketplace. You will interface with stakeholders across departments, improve complex processes and solve for the highest leverage initiatives to streamline client's operations. This professional should strategically approach identifying client's growth bottlenecks and has the mandate to implement impactful solutions. Will report to the CEO Yassine Will manage the Strategy and Ops team (2-3 employees) and the CX team (5 employees) What You Will DoOwn the end-to-end operations of client's marketplace including operations, support and transformational initiatives with suppliers: Manage, hire and train a best-in-class team that is customer and data obsessed Develop high standards for execution by evolving and owning KPIs Lead strategic cross functional initiatives that drive high leverage business KPIs Plan and implement the operational processes that will enable client's next leg of growth Develop strategic cross-functional initiatives with Product, go-to-market and sales that align client's organization to create a cohesive experience for our doctorsMust-Haves * Currently at a marketplace or vertical SaaS startup/tech company (see target companies below) Previously worked at a high caliber consulting, private equity, or investment banking firm (see target companies below) 7-20 years of work experience Has directly managed a team A proven, strategic operator who has experience in a high growth environment (marketplace or vertical software preferred) A strategy mindset and an analytical problem solver who is willing to dig in to find the best solutions (former top tier consulting, i-banking or PE professionals do well in this role) Excellent people manager with a team first approach; has led a rapidly growing team Ability to balance many initiatives with differing requirements and expectations Has a bias for action and is comfortable in a fast-paced, work environment Energized by maximizing impact and working with a diverse group of sharp, motivated teammates to solve the unique challenges of tomorrow

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 Operations team is seeking a candidate that will support the daily functioning of the Portfolio Services department. Responsibilities: • Work independently and cooperatively within the specified section, • Comply with section policies, procedures, and escalation protocols, • Perform Date of Death Step-Ups by verifying supporting documentation and updating accounts of deceased clients, • Update cost basis within client accounts using internal software utilized by all branches nationwide, • Understand corporate actions (e.g., exchanges, mergers, spin-offs) to identify and address system errors, • Communicate with Financial Professionals across branch offices to obtain proper documentation, • Analyze daily surveillance data reports and identify and address data breaks, • Correct versus purchases per instructions provided by Financial Professionals, • Assist with internal transfers within the firm, • Review financial documents provided by delivering firms to update cost basis, • Ensure options are properly exercised, • Maintain internal software (Insight) to ensure cost basis accurately reflects account activity, • Maintain daily log reports for management, ensuring notable breaks are addressed or identified as false alarms, • Assist branch offices with ad hoc requests, • High school diploma or equivalent required; some college education preferred, • 1–2 years of financial services experience preferred but not required, • Basic computer proficiency, including Microsoft Office, • Strong communication skills in a professional environment, • Ability to work as part of a team and support team members as needed 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 is $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionPosition Overview We are seeking a high‑performing Technical Project / Program Manager with 5+ years of experience delivering complex, cross‑functional initiatives within fast-paced financial or trading environments. This individual will operate at the intersection of engineering, data, and investment workflows—driving clarity, alignment, and disciplined execution across multiple teams. The ideal candidate combines strong technical fluency with a sharp business mindset, enabling them to translate strategic objectives into scalable, reliable solutions across the firm. Key Responsibilities Lead end‑to‑end delivery of technical projects and programs, including scoping, planning, execution, release coordination, and post‑launch support. Partner with engineering, data, investment, and business stakeholders to define requirements, timelines, and measurable success criteria. Maintain execution rigor by building project plans, managing dependencies, identifying risks, and ensuring high‑quality, on‑time delivery. Translate business and financial requirements into actionable technical deliverables—and convert technical concepts into clear business language. Proactively identify bottlenecks, trade‑offs, and process gaps; provide data‑driven recommendations to stakeholders and leadership. Coordinate program‑level planning across multiple related initiatives, aligning priorities and optimizing sequencing. Enhance delivery processes, tooling, and reporting frameworks to improve transparency and operational efficiency. Communicate effectively with stakeholders at all organizational levels, including senior leadership and investment teams. Ensure all initiatives comply with relevant regulatory, security, and operational standards typical of financial institutions. Run team or project-level ceremonies (Scrum, stand-ups, retros), monitoring metrics such as velocity and throughput. Qualifications 5+ years as a Technical Project Manager, Program Manager, or similar role within financial services, fintech, trading, banking, or asset management. Strong technical acumen and comfort partnering with engineering, architecture, and data teams (e.g., APIs, data pipelines, cloud platforms, SDLC). Proficiency with tools such as Jira, Confluence, and other agile/project management systems; experience with diagramming tools (e.g., Lucidchart). Hands-on experience with Agile methodologies (Scrum, Kanban) and related ceremonies; Scrum Master certification is a plus. Proven success delivering complex, high-impact initiatives in dynamic, high-accountability environments. Robust understanding of project and program management methodologies (Agile, Kanban, Waterfall, or hybrid models). Excellent organizational skills with the ability to manage multiple priorities in parallel. Strong analytical mindset; comfortable working with metrics, KPIs, and data-driven decision-making. Exceptional verbal and written communication skills. Preferred: experience supporting multi-strategy hedge funds, systematic/quantitative trading teams, or investment technology platforms. Preferred: familiarity with software engineering concepts or programming fundamentals. Preferred: understanding of portfolio management systems, trade execution workflows, or order management systems.Atlassian Jira, SDLC - Software Development Life Cycle, IT project management, Agile Scrum, Stakeholder Management, Financial Services

Job Description About Javelin Global Commodities (“Javelin”) Javelin Global Commodities is a leading global commodities marketing, trading, logistics services and investment firm with head offices in London and wider global offices in New York, Dallas, San Diego, St Louis, Canada, Switzerland, Poland, Dubai, India, Singapore, China and Australia. Javelin was founded in 2015 and now operates across 100 countries and six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, softs, and renewables. Javelin employs over 200 people globally. We take pride in our values, global reach, meritocratic culture and strong work ethic. Our success over the years has been built on our guiding principles of customer service, creativity, transparency, integrity, and responsibility. Discover more at . About Javelin Private Capital Group (“JPCG”) JPCG is the independent, full-service Investment Banking Advisory group of Javelin Global Commodities. JPCG provides investment banking services to support clients' business objectives including mergers and acquisitions, debt and equity capital raises, project finance and capital structure advisory. Additionally, JPCG invests Javelin’s capital as part of the merchant banking services it offers clients. As part of the Javelin Global Commodity platform JPCG is uniquely positioned to provide its clients bulge-bracket-scale investment banking resources and a global footprint, while maintaining a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA solar development, Enviva, Jervois Global, Tacora Resources, Riverbed Technology, First Energy Solutions, Gladieux Metals Recycling and many others. The Role JPCG is recruiting high-potential graduates to join our New York office and support our growing Investment Banking practice. Graduate Analysts work closely with senior bankers and gain hands-on exposure to live transactions across regular financings, distressed financing, and restructuring. You will be part of small deal teams, allowing for meaningful responsibility, direct interaction with senior bankers, and early exposure to clients. This role is designed for candidates who are eager to learn, thrive in a fast-paced environment, and want to develop a strong foundation in investment banking. Key Responsibilities: • Support the analysis of companies, industries, and financial performance, • Assist with the review of historical financial statements and forward-looking financial information, • Help build financial models, cash flow projections, and valuation analyses, • Participate in due diligence processes and transaction execution, • Conduct industry and company research, • Prepare presentations and supporting materials for Juniper and its clients Requirements Requirements: • Bachelor’s degree (or expected graduation) from a top-tier institution with a strong academic record, • Relevant internship experience in investment banking, finance, consulting, accounting, or a related field is strongly preferred, • Strong attention to detail and analytical mindset, • Ability to thrive in a fast-paced, entrepreneurial environment, • Strong quantitative skills and understanding of financial statements, • Excellent written and verbal communication skills, • Proficiency in Excel, Word, and PowerPoint; familiarity with financial databases (e.g., Bloomberg, Capital IQ) is a plus, • Prior internships or coursework in finance, economics, accounting, consulting, or related fields preferred, but not required, • US work authorization This role is ideal for graduates who are highly motivated, intellectually curious, and looking to grow their responsibilities and impact over time within a collaborative investment banking team. Benefits Benefits • Annual discretionary bonus, • 20 days holiday, • Company 401K scheme, • Private medical, vision and dental scheme with a range of additional insurances and wellbeing benefits