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Job Description Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY. Reporting directly to the COO, this key role is responsible for the integrity and evolution of the firm’s performance reporting, risk analytics, and attribution frameworks. The Manager will act as a strategic bridge between the investment team and client services, providing sophisticated data simulations and ensuring global compliance standards (GIPS). This is a rare opportunity to join a stable, prestigious firm known for its high professionalism, intellectual curiosity, and elite employee perks. Job Responsibilities • Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis., • Risk Analytics: Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting., • Compliance & GIPS: Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance., • Investment Support: Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team., • Client Service Analytics: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors., • System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows., • Bachelor’s degree in Finance, Business, or Computer Science is required., • Technical or programming background (Python/SQL) is highly preferred., • CIPM or CFA designation is a significant advantage.Experience, • Minimum of five (5) to ten (10) years of relevant experience in Investment Management., • Extensive experience with Global Equities and long-term investment strategies., • Deep expertise in GIPS and SEC reporting standards.Technical Skills, • FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables., • Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled., • Comprehensive health, vision, and dental insurance plans, • Life insurance coverage, • 401(k) retirement plan with company matching contributions, • Paid time off including vacation, sick leave, and holidays, • Opportunities for career growth and advancement

Job Description Position: Associate, Strategic Advisory Department: Emigrant Partners Reports To: Director of Research & Consulting Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and strategic advice partner that makes minority investments into wealth and alternative asset management firms. Our Strategic Advisory team works closely with our portfolio companies to support their growth goals and objectives, while also creating thought leadership, events and research that continuously educate our network. As one of the earliest minority investors in the space, EP's 20 partner firms include industry leaders that collectively advise on more than $100 billion of assets. Our investment model allows our partner firms to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the businesses. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, led by Howard P. Milstein and the Milstein family. Job Description: EP is looking for a talented, highly motivated Associate to join the Strategic Advisory team and work with our partner firms to support their strategic plans, growth initiatives and human capital needs. This role will work closely with senior members of the Strategic Advisory team to deliver data-driven insights, develop research reports and educational materials for our partner firms, and build analytical models that will inform growth strategies and decision-making. The ideal candidate will understand the wealth management industry and importantly, will be able to transform research and data into insights and perspectives for our partner firms and teams within Emigrant Partners. In addition, this individual should have strong writing skills that can be applied when creating reports, presentations and communications for both internal and external use. Responsibilities: • Collect and analyze partner firm and industry data to develop clear and concise reports and summaries that support highly customized partner firm project work. Must be able to blend quantitative and qualitative approaches as part of our consulting and engagement process and present data in an actionable, efficient style, • Contribute directly to project-based value creation initiatives that inform the direction of our partner firms' growth strategies, organizational design, compensation plans and technology investments, • Develop and manage proprietary databases that examine partner firm financial performance, as well as key compensation metrics and best practices, • Directly support Managing Director and Director of the Strategic Advisory team on the development of thought leadership, educational modules and proprietary research that is distributed externally and to the EP Partner firm network, • Develop presentations, project plans and workbooks that support the execution of Strategic Advisory initiatives and projects. Liaise directly with partner firms to ensure projects maintain momentum and hit key milestones and deadlines Qualifications: • 3-5 years of experience, with a background in consulting, private equity or investment banking, • Bachelor's degree, • Outstanding analytical and problem-solving skills, • Experience in the wealth & asset management sector is helpful, but not required, • Advanced proficiency in Microsoft Excel and PowerPoint including financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly adaptable, disciplined and capable of working independently, • Strong interpersonal and communication skills, with exceptional attention to detail What Success Looks Like: • Produces accurate and timely analyses that evolves and improves throughout a project or research process, • Data-driven, analytical, and problem-solving skills support insights and recommendations, while also inviting questions and critical thinking into projects and processes, • Simplifies the complex, • Associate can see how his/her work contributes directly to the success of our partner firms, • Actively contributes to a positive company culture and work environment of collaboration and shared success Compensation Range: • $200k - $250k all-in cash compensation split across base and bonus New York pay range$200,000—$250,000 USD

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 Evergreen At Evergreen Trading, we're driven by collaboration and value creation for our clients. That's why we're the go-to, strategic partner for marquee brands across industries. Headquartered in NYC, we're a media investment and trade firm that helps brands achieve their goals by leveraging their unwanted assets to purchase media. Our unique approach allows clients to improve their ROI by turning excess inventory, equipment, real estate, and more into media purchasing power. If you're looking for a dynamic work environment and have a passion for doing things differently, Evergreen Trading is the place for you. To learn more about us, check out our brand video and People and Culture page. DEPARTMENT DESCRIPTION Marketing at Evergreen exists to increase visibility, credibility, and revenue impact for the company. We operate at the intersection of strategy and sales, translating Evergreen's unique value model into tools, content, and market-facing narratives that accelerate growth. POSITION DESCRIPTION The function spans three core responsibilities: • Strategic Positioning: Defining and protecting Evergreen's voice, brand story, and category leadership., • Demand Generation: Driving awareness, engagement, and opportunity creation among senior decision-makers across procurement, finance, and marketing. DUTIES AND RESPONSIBILITIES Positioning & Brand Stewardship • Oversee content strategy, creative development, and agency/vendor relationships., • Translate Evergreen's positioning into a unified, authoritative voice across all touchpoints: web, social, sales enablement, events, and thought leadership., • Build and execute B2B marketing strategies that generate qualified opportunities and support revenue acceleration across Sales and Business Development., • Develop integrated campaigns (ABM, email, digital, LinkedIn, webinars) designed to educate and activate senior decision-makers — procurement, finance, and marketing leaders., • Partner with Sales and BD leaders to arm teams with client-ready materials: category narratives, case studies, proof kits, and objection-handling assets., • Build a structured sales enablement ecosystem — ensure fast access to current decks, vertical one-pagers, and "Evergreen Edge" stories that showcase our value creation., • Manage and coordinate outside creative, digital, and PR partners to deliver high-quality work on schedule and on budget., • Establish marketing workflows, budget oversight, and reporting cadence to executive leadership., • Manage the content calendar and external communications strategy across PR, earned media, and social channels., • Drive Evergreen's thought leadership platform — from partnerships to executive op-eds, industry panels, and owned events that position Evergreen as a category authority. KNOWLEDGE & SKILLS • Bachelor's degree required in Marketing, Communications, Business, or related field; MBA preferred but not necessary., • Deep understanding of B2B marketing, particularly in sectors where financial, operational, or consulting models must be translated into clear value stories., • Familiarity with procurement, finance, and C-suite buyer dynamics — able to craft marketing for decision-makers who care about ROI, risk, and operational efficiency., • Knowledge of media, advertising, or corporate trade is advantageous but not required; must be able to learn complex models quickly and communicate them simply., • Working knowledge of modern marketing tech: CRM systems (HubSpot preferred), marketing automation, analytics dashboards, and content management platforms. SKILLS • Strong storytelling and narrative design — able to simplify complex commercial models and create compelling, concise, executive-ready content., • Strong strategic thinking with the ability to convert strategy into practical tools (decks, one-pagers, playbooks, campaigns)., • High EQ and collaborative skills — able to partner with Sales, Business Development, Strategic Partnerships, and Media and earn trust quickly., • Strong project management and organizational ability; proven track record of delivering high-quality work at speed., • Crisp, high-quality writing skills with a bias toward clarity, brevity, and commercial impact., • Comfortable presenting to senior executives and facilitating cross-functional discussions., • Ability to manage outside vendors and creative partners — ensuring consistency and brand discipline in all outputs. EXPERIENCE • 10+ years of experience in B2B marketing, preferably in a high-growth or consultative environment (media, financial services, SaaS, or professional services)., • Proven experience driving measurable pipeline growth, • Demonstrated experience developing sales enablement materials that simplify complex offerings., • Experience operating in environments where marketing must partner directly with Sales/BD and contribute to revenue outcomes. The above represents the expected base salary range for this role. Exact compensation is determined by level of experience, location, and other job-related factors. WHY WORK WITH US? Since our founding in 2009, Evergreen Trading has always believed that our people are the most valuable part of our business. That's why our company is 100% employee owned. It's also why we continue to invest in our employees' professional and personal development through company-sponsored training, mentorship, and a dedication to DEIB. Other highlights include: • Automatic enrollment in the Employee Stock Ownership Plan ("ESOP"), • 401(k) plan with an employer match, • Extensive benefits offering in which Evergreen covers 75% of health premiums for employee and dependent coverage, • Generous time off including office closure between Christmas and New Year's Day Evergreen Trading will not sponsor applicants for work visas.

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 range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. 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 Associate 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 $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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'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 Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. What you’ll work on 9fin’s team of financial journalists is looking for the newest member of the Investment Grade team, a hungry reporter who can hit the ground running in a fast-moving, opaque and complex financial market. You’ll be expected to have basic market knowledge but more importantly, be adept at building out your own source base and delivering market-moving insights and scoops. You will be given full support to develop into the role and learn about this highly specialized market that 9fin covers. Candidates should have experience and a firm grip on newsgathering, source building, writing, and interviewing skills. Every day is different, but here’s an example of the kind of things you’ll work on: * Source-building with bankers, investors, traders, lawyers and other key players in the credit markets * Writing quick news stories while balancing investigative pieces covering market trends * Working with other members of our team of US- and UK-based journalists to confirm information and produce collaborative content * Attending conferences, briefings, and other occasions to build and maintain source relationships * Receiving formal and informal training in interviewing, source-building, news writing, media law and financial markets About You If you are a reporter working in the world of credit markets, specifically with experience covering Investment Grade companies, and have the following attributes, we are interested in hearing from you: * Have experience in developing, reporting and writing stories for publication * Wish to join a rapidly-growing platform, winning market share, and attracting high-quality readership from financial professionals * An interest in finance, economics, markets, and understanding of basic concepts and terminology * Proven experience covering fixed income markets (IG, HY, Loans, CLOs and/or ABS) is a plus * Can work independently, with high accuracy and attention to detail * Have a desire to build strong sourcing relationships across finance professionals and embed deeply as a crucial part of the market * Can write concise and fluent English, making technical topics accessible and engaging * Have ambitions to carve out a coverage area and build your own reputation as a financial journalist Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Competitive Salary: $120,000-$140,000 * Equity * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holiday * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * AI experimentation budget of $1,000 per employee to trial AI tools * Bi-annual team socials * Summer and Winter company social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

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 DescriptionDescription: Firm Description Chilton 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., • 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). Requirements:

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur 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. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across four industry verticals: Consumer, Diversified Industrials, Financial Institutions, and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • Three years minimum of professional experience working in investment banking, private equity, corporate development, etc. is required, • Bachelor’s degree, • Highly motivated, confident, professional, and coachable, • Proficiency with Capital IQ and PitchBook is a plus, • Advanced knowledge of business software (especially Word, Excel and PowerPoint), • Strong knowledge of financial modeling, corporate finance and accounting, • Excellent verbal and written communications skills including business writing, • Able to handle multiple projects with competing priorities, • Strong work ethic and team oriented approach, • Good judgment in confidential situations and ability to exercise discretion, • High degree of comfort and confidence interacting with senior executives, • Ability to train and provide mentorship to analysts and interns, • Flexibility to work long hours, nights, and weekends, as needed, • Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will:, • Work closely with senior bankers to support business development, sourcing and execution of transactions, • Actively participate in live deals, such as M&A, capital offerings and strategic advisory, • Supervise investment banking analysts, including mentoring and oversight of the work product, • Take the lead for developing important technical analysis and presentations, • Create marketing materials, • Communicate and interact with clients in executing transactions, • Travel is required (i.e. client meetings, conferences, etc.)

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 Position: Associate Vice President, Communications Reports to: Vice President, Marketing and Communications Department: Marketing and Communications Organization Summary: United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Position Overview: Reporting to the Vice President, Marketing and Communications (VP), the Associate Vice President, Communications (AVP) plays a pivotal role in advancing United Way of New York City’s mission to unite community power with citywide possibility. This leader drives the organization’s communications strategy to amplify the voice, reputation, and visibility of UWNYC’s Community Impact work across New York City, ensuring our stories reflect the strength, resilience, and partnership at the heart of our efforts. Serving as senior speechwriter to the President & CEO and members of the Executive Leadership Team, the AVP shapes compelling executive messaging that inspires stakeholders, deepens engagement, and advances equity and opportunity for New Yorkers. In close partnership with Marketing and Experiential Marketing leadership, this role leads efforts to develop integrated communications strategies that position UWNYC as trusted brand stewards and thought leaders across the organization, with partners, agencies and consultants. Primary Responsibilities: Executive Communications and Speechwriting • Primary writer for UWNYC’s external-facing materials, including senior speechwriter for the President & CEO., • Partners with the Chief of Staff to execute President & CEO’s media availabilities, events, and speaking engagements, which included drafting, editing, and finalizing remarks, statements, and speeches., • Manage PR firm to support all external relations and strategic communications needs as appropriate, including thought leadership to raise Leadership’s profile in service of UWNYC, adding warmth, expertise and executive voice to the brand. Strategic Communications and Brand Management • As both a strategist and an operator, project manager and trafficker; manage multiple internal & external “campaigns” to build awareness and passion for the UWNYC brand, ensuring that all marketing collateral and communications reflect and embody our innovative, impactful work while enhancing the visibility and public perception and reputation of UWNYC. Train Communications Associate to partner to own and ultimately lead as well., • Identify challenges and emerging issues faced by the organization – lead in protecting brand reputation and integrity, managing PR firm to support., • Partner with PR firm and VP, to develop UWNYC’s strategic communications plan., • Execute strategic communications plan with Communications Associate., • Establish an annual communications calendar and production schedule., • Review all UWNYC materials for brand fidelity and cohesive language across programmatic areas. Cross-Functional Partnership and Organizational Alignment • Continue to champion a rich understanding of UWNYC’s Community Impact programs, and policy issues surrounding them, in partnership with Strategic Initiatives and Government Relations., • Partner with the Marketing Team and VP, to ensure rich understanding of UWNYC’s value proposition in the media, and target audiences (personas) through agency research and routine review of campaign/press results with team., • Collaborate with Marketing colleagues on how press and communications should be highlighted on the website and newsletter., • Work with leadership team and staff to recognize internal and external communications opportunities and solutions. Define and execute appropriate strategies to support them. Team Leadership and Culture • Promote a culture of high performance and continuous improvement that values learning and a commitment to quality., • Foster a positive team culture by promoting open communication and collaboration to foster accountability and growth., • Set clear performance goals for team members and provide regular feedback., • Encourage professional development by identifying development training opportunities to support professional growth., • Monitor project progress and ensure adherence to timelines and budgets., • Facilitate open dialogue to resolve issues promptly and maintain team morale., • Lead by example in embracing change and adapting to new processes or systems., • Communicate the benefits of change to encourage team buy-in and minimize resistance., • Conduct scheduled performance evaluations to assess team effectiveness and individual contributions. Skills, Knowledge, and Experience: • Bachelor’s Degree required in Communications, Marketing, Public Relations, ora related field., • 7+ years of experience in Marketing and Communications in a consumer-facing organization., • Excellent writer—writes clearly and turns complex information into simple value propositions., • Experienced communicator—can confidently and eloquently inform the business value of our communication and marketing strategies., • Ability to work in a team environment with a variety of departments and competing priorities., • Combines a deep level of communications and marketing experience with technology and a passion for making New York City a place where every resident can thrive., • Excellent strategic and analytical thinking, problem solver, and project manager with strong presentation skills., • Disciplined, great attention to detail, and follow through., • Can work in a fast-paced environment, handle a large workflow, and be very organized and efficient with a strong ability to multi-task. Key Competencies: • Effective and Engaging Communicator, • Brand Stewardship and Reputation Management, • Strategic Messaging and Narrative Development, • Collaborative Team Player and Leader, • Strategic Planning and Execution, • Systems and Organizational Acumen, • Embraces and Manages Change, • Entrepreneurial and Innovative Drive, • Equity and Inclusive Storytelling Additional Requirements: • Successful completion of background check., • UWNYC is presently on a Hybrid/In-Person work schedule. United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. United Way of New York City is an Equal Employment Opportunity Employer

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

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 six continents with respect to more than 20 different commodities across thermal coal, metallurgical coal, iron ore, steel scrap, metals, hydrocarbons, freight, agriculture, 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 debt and equity capital raising, project finance and restructuring 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 talented associates to join the New York office and to support our growing investment banking practice. Associates will directly support senior bankers and are expected to handle a high level of responsibility in the execution of regular financings, distressed financing and restructuring transactions. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates bear responsibility for providing the analysis underlying restructuring strategies, coordinating deal teams and developing junior bankers. Associates are expected to embrace a fast-paced environment, a high-level of responsibility and desire to grow their role in the team over time. Key Responsibilities • Plan, structure and execute corporate finance transactions in the public and private markets, advise clients on debt and equity raises, project financing, restructurings and recapitalizations, • Develop financial models, build cash flow projections and perform valuation analyses, • Lead due diligence processes with the help of analyst colleagues, • Oversee industry and company research and screenings, • Prepare presentations and other materials for JPCG and its clients Qualifications • Exceptional attention to detail, • Ability to excel in a fast-paced, entrepreneurial work environment, • Undergraduate degree from a top-tier institution and stellar academic record, • Prior experience working at a bulge-bracket, major or boutique investment bank is preferred (prior experience in restructuring, leveraged finance or debt capital markets is ideal), • Strong quantitative and financial statement analysis skills, • Excellent communication skills (written and oral), • Strong knowledge of Excel, Word, PowerPoint, Bloomberg and other financial information tools (e.g., Capital IQ, etc.) 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

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE:CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in assets under management. Our expertise spans private equity and credit investments across real estate and infrastructure, offering a range of funds across the risk-return spectrum as well as customized client solutions. The Institutional Client Group (ICG) builds and maintains relationships with institutional investors and intermediaries globally. ICG includes regional institutional sales teams across the Americas, EMEA, and APAC—primarily serving pension funds, sovereign wealth funds, and endowments—as well as the Financial Institutions Group (FIG), which serves major insurance companies and banks, and Global Consultant Relations (GCR), which works with investment consultants, OCIO providers, and other asset managers.ICG is seeking an Institutional Client Associate to join the Global Consultant Relations (GCR) team. This role works alongside senior team members, contributes to key fundraising initiatives, and offers direct exposure to some of the world’s largest and most sophisticated institutional investors and intermediaries. As a visible member of a collaborative, high-performing team, the successful candidate will gain hands-on experience, develop critical skills, and build a strong foundation for a successful career at a respected and growing investment firm.RESPONSIBILITIES: • Partner with GCR Relationship Managers to build new and strengthen existing relationships with investment consultants, OCIO providers, and asset management firms., • Learn about the industry, markets, client types, firm products, and narratives., • Support fundraising efforts through meeting preparation, follow-up, and coordination of roadshows and client-facing events., • Contribute to a defined sales territory by managing CRM (Salesforce) data, actively overseeing the pipeline, and executing the overall sales strategy., • Utilize third-party data tools—such as Preqin, eVestment, and WithIntelligence—to gather investor insights and intelligence., • Compile data and create presentations and other deliverables for internal stakeholders, including updates on fundraising efforts, client feedback, and industry trends., • Coordinate directly with internal portfolio management, investment, and reporting teams to ensure timely delivery of information requests and client reporting.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • 0–3 years of experience., • Bachelor’s degree required; a relevant field of study and internship experience are preferred., • FINRA Series 7 and Series 63 licenses are required for this role (an existing SIE is a plus). Employment is contingent upon obtaining these licenses within 6 months of hire. CIM Group will provide study materials and dedicated time to help you prepare and succeed.ABOUT YOU:, • Interest in financial services, including sales, capital markets, investments, and/or real assets., • Strong interpersonal and communication skills, both written and verbal., • Collaborative mindset, working effectively with colleagues at all levels and locations., • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment., • Ability to work effectively, as well as independently, in a team environment., • Strong analytical skills with high attention to detail and accuracy., • Strong project management skills.

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 A leading global real estate investment firm is seeking a Senior Property Accountant to support its accounting operations. This role will focus on financial reporting, general ledger management, and budget preparation for a portfolio of commercial properties. Key Responsibilities: • Prepare monthly income statements, variance reports, and flux analysis, • Manage general ledger entries and reconciliations to sub-ledgers, • Maintain depreciation, amortization, accrual, and prepaid schedules, • Perform bank reconciliations and support year-end audit processes, • Assist in budget and reforecast preparation; input data into Yardi, • Review capital project expenditures and track draw requests, • Bachelor’s degree in Accounting, • 4+ years of property accounting experience, • Proficiency with Yardi required, • Strong Excel and financial reporting skills

Job Description The Opportunity Rystad Energy is the world’s leading independent research and consulting firm focused on the global energy industry. The candidate will focus on retaining and expanding Rystad’s relationships with existing clients. Candidate must have exceptional account management capabilities, expansion generation skills with experience in solution selling. As part of the sales team, the role holder can expect the support of our global client-facing research analysts and product specialists while maintaining a resource mindfulness approach. The candidate will focus on companies within the financial sector, which includes Investment Banks, Investors, Energy Companies and Governments. Strong negotiation skills, knowledge of the global energy sector – oil & gas and renewables, experience in selling market intelligence services, a consultative selling approach, product demonstrations and excellent networking skills are sought. The role holder is expected to be able to network with Managing Directors and the C-suite. Travel will be expected nationally with occasional international trips. Location for this role will be in New York City. Responsibilities • Assume management of existing client relationships, • Identify and execute opportunities to expand user adoption within each client organization, driving deeper platform utilization. Build and strengthen relationships with senior stakeholders, expanding the company’s executive‑level network. Lead renewal cycles by articulating value delivered, negotiating improved commercial terms, and introducing additional products, services and advisory offerings., • Design and implement an outreach program in connection with our Marketing team, • Present the company, our research and services in person and web conference, • Understand the core needs of each client and build an effective value proposition, • Represent the company at industry events, conferences, and networking forums to elevate brand visibility and cultivate new relationships. Maintain accurate, timely documentation of all client interactions, opportunities, and activities within the company’s CRM system., • Communicate internally with research, sales colleagues and management on activities and results, • Provide feedback and suggestions on product enhancement and new product ideas, • Ensure new products and services are on-boarded properly, • Manage the right activities to deliver on an annual sales target Skills & Experience • 5-7years of Account Management , financial sector experience preferred, • Bachelors degree is required, • Negotiating with procurement and/or senior management, • Selling research, software or consulting services, • Account management best practices and expansion generation skills, • Experience with energy-focused data and software sales related to energy supply analysis, modelling, screening and valuations, • Goal oriented self-starter that can work independently, as part of a team and pull in resources as required, • Building value propositions for our databases based upon specific personas and company types, • Experience in selling subscription services is highly desirable, • A strong existing network and the ability to quickly and effectively build new networks, • Using standard Office tools and CRM systems, • Sales pipeline management and robust forecasting, • Effective Value Storytelling, • Willingness and Eagerness to Learn Research and Tools, • Excellent Time Management Skills, • Travel 25% minimum expectation Submission deadline: April 15, 2026 Please include a cover letter, CV, transcripts and other relevant documents in a combined PDF file when you upload your application. All applications must be sent exclusively via our portal. MacOS users can experience difficulties in uploading documents. Please use a Windows PC in order to apply. About Rystad Energy Headquartered in Oslo, Norway, and with offices across the globe, Rystad Energy is independent Energy research and business intelligence company providing data, tools, analytics, and consultancy services to clients exposed to the energy industry across the globe. Rystad Energy has a range of global databases and research products for companies in the Oil & Gas, Oilfield Services, and Renewables sectors, as well as Investors, Investment Banks and Governments. We also provide a range of advisory services for our clients with capabilities across the Energy value chain. Rystad Energy is a rapidly growing company providing the next generation analytical tools and advice for the industry. Rystad Energy combines a high-performance culture with a deeply collaborative ethos, providing ample opportunities for growth, learning, contribution, and career advancement. Read more at . EEO Statement Rystad Energy, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rystad Energy, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Rystad Energy, Inc. expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Rystad Energy, Inc.’s employees to perform their job duties may result in discipline up to and including discharge.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job DescriptionAbout VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position conducts valuations of various securities for investment companies (hedge funds, BDCs, etc.). Such securities may consist of illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology. What you will do: • Conduct research on securities, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads, • Gather and document pertinent data obtained through client interaction, • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations, • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models, • 0 to 2 years’ of constructing and reviewing valuation models and other financial models, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • Progress towards CFA designation is a plus, • Working/Advanced knowledge of Excel and Word, • Strong oral and written communication skills, • Superior analytical capabilities, • Self-starter temperament with the ability to master new tasks quickly, • Experience working with diverse teams, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements, • Strong work ethic and ability to work flexible hours around critical due dates, • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Growth- VRC is growing, and so can your career, • Reimbursement for admission fees and study material for professional designations VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $63,000 - 80,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details

Job DescriptionWhy You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers’ shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. About You Our Associate Directors and Directors take on a pivotal role to help manage, shape, and continue to develop an E3 Practice Area. In this position, you will help to drive the continued growth of E3's business through strategic project and thought leadership, developing our next generation of leaders, and further advancing our reputation for best-in-class solutions to our broad base of clients. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a collaborative approach to project work, are comfortable coaching and providing feedback to others, and are practiced at working closely with clients and stakeholders while supporting the execution of our business and mission. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your technical aptitude and deep subject matter expertise. You bring a strong attention to detail and your project management and leadership techniques help you independently create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. We are also open to hiring new Directors and that have additional years of experience and demonstrated ability to support significant business development upon hiring. The Role This is a unique opportunity for a senior professional looking to further their career with an equity stake in a company that leads the field in energy consulting. As an Associate Director, you will spearhead client-facing interactions and play a leadership role in identifying the approach and methods for medium-to-large sized projects. Our Associate Directors direct workstreams within projects and contribute heavily to written reports and papers. They also regularly deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, overseeing the management of existing tools, and leading efforts on proposal writing. Work Environment E3 has adopted a hybrid and flexible work environment that adapts to changing needs of projects and safety requirements. Because E3 thrives in a strong collaborative office-based working environment, we encourage our E3 employees to work from the office at least 2-3 days per week, usually including Tuesdays and Thursdays. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. Role DetailsHours: Full TimeTravel: Occasional (up to 10%) to client sites as needed, typically through the United State and/or CanadaOffice Location: E3 Office - New York, NY Responsibilities • Lead the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and owning customer requests, • Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information, • Fulfill end-to-end project obligations, • Deliver presentations to customers and reply to questions, • Develop aptitude in using a flagship modeling tool, gathering relevant data, and vetting results, • Oversee the management of existing tools as needed, • Oversee/implement major revisions to toolkits, • Apply core QA/QC best practices, • Lead proposal writing on various projects, • Translate results of research and evaluations into clear visual representations, • Head the creation or editing of spreadsheets to be "client-ready,” including developing tools for customer solutions, • Proactively track actual performance of own work performed against the established plan with ongoing communication to project team members, • Capture project learnings and repeatable products and work samples for future use according to knowledge management processes, • Assist with internal initiatives as needed Requirements, • 7+ years of relevant experience (e.g. at a consulting firm, at a utility or on a public utilities commission), • Deep subject matter expertise in one or more of our three practice areas: 1) Climate Pathways and Electrification, 2) Integrated System Planning, or 3) Asset Valuation, Transmission and Markets, • Ability to leverage existing and develop new client relationships to generate new business, • Significant familiarity with the electricity industry landscape including state and federal regulations, business models, financial fundamentals, and rate development, • Passionate about the transition to a low-carbon economy, • Demonstrated success guiding ideas, people, and projects, • High fluency in Microsoft Excel and PowerPoint; quantitative modeling methods and/or programming knowledge and experience are also valued Things that Set you Apart, • You bring deep subject matter expertise specifically in energy, economics or finance, and climate change issues, • You have significant project management and leadership experience in a technical or analytical environment, • You have extensive experience coordinating with customers on a regular basis, • You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy, • You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table, • You enjoy translating technical concepts to a broader audience

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

Job DescriptionMarketing & Communications Manager Location: Midtown Manhattan — On-Site, Full-Time Company: altbanq Website: About altbanq Altbanq is a private financial services firm providing fast, flexible financing solutions to businesses across the United States. Formerly known as SOS Capital, the firm has built a strong reputation over the past decade for being dependable, trusted, and relationship-driven. We work closely with our clients and partners, and our marketing must reflect the same values: reliability, clarity, professionalism, and consistency. The Role We are hiring a Marketing & Communications Manager to own and execute all marketing initiatives at altbanq. This is a high-ownership, individual-contributor role. While no direct reports will sit under this position, the role carries full responsibility for brand execution, campaigns, website initiatives, vendor management, and internal communications. You will work closely with leadership and act as altbanq’s primary marketing representative internally and externally. You will be expected to manage priorities, timelines, and deliverables independently. Key Responsibilities Brand, Marketing & Campaign Execution • Own and maintain altbanq’s brand voice and messaging across all channels., • Plan, execute, and evaluate marketing campaigns that support brand awareness and business development., • Create and oversee marketing materials including email campaigns, digital content, sales collateral, presentations, and announcements., • Ensure all communications are accurate, compliant, and aligned with the firm’s reputation in the financial sector.Website & Digital Presence, • Lead the redesign, ongoing updates, and optimization of the company website., • Serve as the primary point of contact with designers, developers, SEO specialists, and other digital vendors., • Ensure website content clearly reflects altbanq’s products, positioning, and client-first approach.Vendor & Agency Management, • Source, coordinate, and manage external marketing vendors and specialized service providers., • Own communication, timelines, deliverables, and quality control., • Represent altbanq confidently and clearly in all external marketing engagements.Swag, Client Gifts & Brand Touchpoints, • Manage the creation, ordering, and distribution of company swag and client gifts., • Work with vendors to ensure quality, consistency, and brand alignment., • Use branded materials intentionally to support client, broker, and partner relationships.Internal Communications, Culture & Events, • Plan and manage internal marketing initiatives including team-building campaigns, company celebrations, and internal events., • Support internal communications to strengthen culture, alignment, and engagement across teams., • Partner with leadership to execute internal initiatives that reinforce company values.Organization, Systems & Accountability, • Build and manage systems to track projects, timelines, and deliverables., • Manage multiple initiatives simultaneously while proactively keeping the executive team informed on progress and timelines., • Proactively identify gaps, risks, and opportunities and take ownership of solutions. Requirements • 3–5+ years of marketing experience with increasing responsibility., • Prior experience in financial services, fintech, lending, investment, or a closely related regulated industry., • Demonstrated ownership of marketing projects from strategy through execution., • Experience working directly with vendors, agencies, and external partners., • Strong written and verbal communication skills., • High attention to detail and strong organizational systems., • Confidence working independently and influencing stakeholders., • Bachelor’s degree in Marketing, Communications, Business, Finance, or a related field. Compensation & Benefits Salary Range: $90,000 – $120,000 (based on experience) • Medical, Dental, and Vision insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Flexible Spending Accounts (FSA), • Health Savings Account (HSA), • End-of-year discretionary performance bonus Hiring Process Our hiring process may include multiple steps designed to assess ownership, execution ability, and judgment. These may include: • Resume and work sample review, • Initial interview (Zoom), • Remote assessment and/or practical exercise (early in the process), • Follow-up interviews focused on execution, judgment, and fit XWmzELArvP

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance, • Paid time off, • Parental leave, • Training & development, • Vision insurance, • Wellness resources, • Opportunity for advancement This application is an expression of interest in joining Restore for future openings Apply now to join our talent pool! This posting remains open even when we dont have roles currently available to identify talent for future openings. Position Summary: Restore is seeking a highly focused, strategic Assistant General Manager- Manhattan, NYto lead our dynamic team in (insert location). As a General Manager, you will oversee the Restore studio, create brand awareness, drive traffic and membership, and focus on overall sales growth. You will ensure the studio's performance aligns with company objectives, manage team members, oversee KPI management, and coordinate marketing events. A successful General Manager will have previous management experience, a passion for wellness, and a commitment to helping people. You will manage the daily operations and develop a team in a fun, engaging, and inclusive environment. Pay: (insert compensation) Assistant General Manager- Manhattan, NY/year base salary + monthly performance-based bonus potential Status: Full-Time, open availability including weekends required Studios: (insert location) Responsibilities: (Assistant Manager to assist GM in all functions) • Meet performance metrics (KPIs), manage revenue, ordering, inventory, payroll, and facilities maintenance., • Execute and coordinate the companys marketing and ongoing sales drivers, including pre-sale and studio events, and manage local grassroots marketing initiatives., • Oversee hiring and onboarding of new team members; set and assign daily, weekly, and monthly goals while promoting excellent customer service., • Manage the employee life cycle, providing continuous coaching, conducting annual performance reviews, and recognizing high performers., • Foster a culture of five-star customer service., • Lead the studio team in service and product knowledge to motivate them to meet and exceed sales goals through community events, partnerships, and referrals., • Ensure a safe and clean studio environment for members and guests; be flexible to work on weekends and holidays as business needs dictate., • Demonstrate a commitment to the vision, mission, and goals of Restore, modeling company values and culture., • Manage client accounts such as freezes/terminations and follow up on declination of auto-pays and, • Serve as an expert on Restore products and services to set an example and coach other team members technical skills, sales strategy and orientation toward hospitality and education.Requirements:, • High School Diploma or equivalent required., • Minimum 3-5 years (1+ for Assistant GM) of management experience required, including overseeing all aspects of staff management (hiring, training, support, discipline, and termination)., • Previous management experience in health, wellness, fitness, or retail industry strongly preferred., • Proven success in sales and team mentorship., • Excellent leadership and management skills to foster a positive environment for staff and clients., • 4+ years of customer-facing experience preferred, • Excellent de-escalation and conflict resolution skills, • Exceptional communication skills, both written and verbal, • Exceptional communication skills., • Ability to multi-task and address client and staff concerns effectively., • Intermediate computer skills., • Flexibility to work day, evening, and/or weekend hours as needed.To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Other duties may be assigned. About Restore Hyper Wellness: Restore Hyper Wellness (Restore) is the award-winning creator of an innovative new category of healthHyper Wellness. Restore delivers expert guidance and an extensive array of cutting-edge health services, such as IV drips, hot sauna, hyperbaric oxygen therapy, red light and cryotherapy, integrated under one roof. These therapies help you feel your best, so you can do more of what you love. With 200+ locations across 40 states and a fast-growing national retail footprint, Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love. Restore is Private Equity backed with the most recent investment round led by General Atlantic, a leading growth equity firm. General Atlantic joins existing investor, Level 5 Capital Partners. Benefits: • Medical, dental, vision, disability and life insurance within 30 days (Full-Time roles), • PTO (Full-Time roles), • Free and discounted services (both Full- and Part-Time roles), • 401k retirement plan with vested employer match (both Full- and Part-Time roles), • Bonus & Commission opportunities (both Full- and Part-Time roles), • Career advancement opportunities (both Full- and Part-Time roles)Restore Hyper Wellness is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Arena Investors, LP, is a global investment management firm that seeks to generate attractive risk-adjusted, consistent, and uncorrelated returns. Together with affiliate Ceres Life Insurance, Arena forms part of Westaim Corporation (TSXV: WED), an integrated asset management and life insurance provider with equity capital to support up to $10 billion in assets. Arena provides creative solutions for those seeking capital across all corporate, real estate, and structured finance investment areas, at all levels of the capital structure, and in all developed markets, alongside operational capabilities to manage and improve the businesses and assets in which it invests. Arena launched its Secondaries & Liquidity Solutions (SLS) strategy in 2022 which focuses on secondary transactions to provide liquidity solutions to limited partners, funds, and directly to companies. Arena is looking to expand the SLS team. This individual will be a key early member on a small growing team with the opportunity to play a meaningful and impactful role in the evolution of the SLS strategy. In this role, this individual will drive the sourcing, due diligence, execution, and monitoring of SLS investments. Key Responsibilities: • Lead Origination & Execution: Drive the entire deal lifecycle, from initial business development and negotiation with counterparties to building comprehensive cashflow models, drafting investment memos, and overseeing legal documentation and post-closing activities., • Cross-Functional Collaboration: Foster strong relationships with internal stakeholders, including Asset Management, Finance, Accounting, and Loan Operations, ensuring seamless coordination and efficient execution., • Team Leadership & Mentorship: Oversee junior team members, providing guidance and support while fostering a collaborative and high-performing environment., • Market Intelligence & Analysis: Stay abreast of market trends and competitive landscapes., • Proven Track Record: approximately 10 to 15 years of professional experience in structured finance loan originations, with a preference for candidates with expertise in underwriting and structuring consumer and/or commercial credit transactions., • Education: Master's degree preferred, but a Bachelor's degree with relevant professional experience is acceptable., • Analytical & Problem-Solving Skills: Demonstrated ability to analyze complex data, identify key risks and opportunities, and develop creative structuring solutions., • Exceptional Communication & Interpersonal Skills: Excellent written and verbal communication skills with the ability to effectively convey complex information to diverse audiences., • Results-Oriented & Collaborative: A strong work ethic, a collaborative spirit, and ability to work within a fast-paced and dynamic environment., • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Wellness Resources

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Software Engineer, Microservices LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $115,000 - 135,000 + Equity (based on NYC, will be adjusted for geo) The Role: We are seeking a Software Engineer to join our Data Services team, responsible for building the microservices that power Canoe’s industry-leading Alts Data Platform. This team owns the core backend services that ingest, process, and serve data across Canoe products, and will play a critical role in the platform’s continued growth and evolution. You will play a key role in designing and building scalable, reliable, and maintainable services. This role is hands-on and execution-focused, with meaningful ownership over service design, implementation, and production operations. You will help shape how Canoe builds and operates backend systems, and contribute directly to the team’s technical direction over time. What You’ll Do: * Design, build, and maintain backend microservices primarily using Python. * Build synchronous REST APIs (primarily with FastAPI) and background job processing systems that support event-driven architectures. * Develop services that run in AWS, including Lambda-based workloads and supporting infrastructure. * Design and work with relational data models backed by PostgreSQL, and object storage using S3. * Collaborate closely with Data Engineering and AI / ML Engineers to integrate data pipelines, automation, and intelligence into Canoe systems. * Participate in cross-functional teams as the backend engineering representative. * Build observable systems and be an organization leader in operational excellence. * Take ownership of services end-to-end, including production support and ongoing improvements. What We’re Looking For: * Minimum 5 years of experience in software development, with a focus on backend or microservices systems. * Strong experience building web services in Python, including REST APIs. * Experience with FastAPI (or equivalent Python web frameworks). * Experience working with AWS services, including Lambda. * Experience working with PostgreSQL and relational data modeling. * Familiarity with background job processing and event-driven system patterns. * High agency and a strong sense of ownership and accountability. * Curiosity and a willingness to learn new technologies and approaches. * Strong communication skills and a history of working well with both technical and non-technical stakeholders. * Openness to, and advocacy for, AI-assisted development tooling, with experience using coding agents such as Claude Code or similar tools. * Bachelor’s degree in Computer Science, Engineering, or a related field (or equivalent experience). 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 MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for an Asset Manager for our New York City office. The primary responsibilities and qualifications include: • Develop and manage financial models for the evaluation of investments in debt and equity across all real estate asset classes, reviewing potential transactions for the proper balance of feasibility and risk, • Assist in commercial loan underwriting conducting initial and ongoing due diligence for loan transactions including evaluating appraisals, market studies, project capital need assessments, financial statements and credit reports for the project and its Principals, insurance policies and endorsements, • Assist in the preparation of loan commitments to borrowers, • Interface with clients, outside attorneys, and other investment stakeholders involved in a particular transaction to obtain required documentation, • Support the surveillance and asset management of Monticello's portfolio of investments across debt and equity, • Maintain direct daily interface with borrowers, financing counterparties, investors, and firm stakeholders, • Monitor, analyze, model, re-underwrite, and report the following: property (occupancy, operating, strategic, clinical performance, changes to the competitive landscape), loan (financial condition), borrower (KYC, regulatory / reputational standing) and portfolio post-closing obligations information, • Review and interpret complex mortgage and working capital loan documents in order to enforce and forecast financial covenants, trigger events, and general loan compliance, identifying and escalating potential concern, • Supervise the review and processing of extensions, payoffs, amendments, advances, surveys, reserves, capex, and construction draw requests, and insurance proceeds, • Assist in origination and underwriting through data analytics, participation in site and corporate entity due visits, and borrower financial and operational risk due diligence, • Facilitate the company's growth by identifying and developing process efficiency improvements, including the development and enhancement of the firm's custom designed technologies, • Travel as required, • Work in the office as required by office policy Job Requirements: • Bachelor's Degree, • Strong Excel proficiency, • Minimum 4 years of work experience, • Finance, credit, legal, real estate and/or business background, • Extensive technology skills, • Established organizational skills and ability to simultaneously handle multiple projects, • Familiarity with multi-family housing, senior housing, health care and/or renewable energy preferred, • Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties, • Advanced financial analytical proficiency along with the ability to "see the big picture", • Strong grasp of logic and data analytics., • Passion for the firm and passion for what we do, • Intellectual curiosity, asking the "Why?" question At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position is $100,000-$125,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

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 range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. 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 We are looking for a candidate to fill an Associate position in our Global Fund Placement & Advisory Group, with the positing being based in New York. The candidate will work closely with senior members of the FPA Group and gain exposure by supporting deal teams in both the advisory and distribution functions of raising capital from international institutional investors on behalf of leading Private Equity clients. The Associate role is critical in taking lead on the preparation of marketing materials and ensuring that ongoing client interaction reports are run efficiently. In addition to taking on a lead role in execution, the Associate will also gain experience in developing communication with institutional LP accounts in the US. The Associate will also assist in leading due diligence and quantitative evaluation of prospective fund managers and sponsor-led direct transactions. Responsibilities: • Leading day-to-day fundraising mandate execution involving direct client interaction, • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda and preparing other materials for senior FPA bankers as required, • Overseeing the updating and maintenance of investor background information and client-specific communication on a daily basis via the CRM, • Distribution coverage of a number of qualified US institutional investors, • Supporting the management and execution of investor due diligence processes (RFIs), • Supporting the management and coordination of client roadshows, • Supporting prospective client searches and due diligence for mandate origination, • At least 4 years of industry experience related to investment banking or private equity, ideally in a placement firm focused on buyout and growth equity strategies, • Strong verbal and written communication skills, • Strong Microsoft PowerPoint, Word and Excel skills, • Excellent attention to detail and consistency in work product, • Strong work ethic and team player, • Organized and proactive 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 $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. 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. Position available for immediate hire. Job Description We are looking for a candidate to fill an Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes. The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross-functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution. Responsibilities include: • Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group, • Lead pitch drafting as well as transaction marketing documents, • Preparing and reviewing complex financial analyses and models, • Presenting materials internally to senior bankers and externally to clients of the firm, • Expand and develop client relationships with key institutional investors, • Liaise with both internal and external parties to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • 3-6 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles, • Strong Microsoft Office skills essential, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Ability to work independently as well as within a team, • Organized and proactive 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 $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description COMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. For more information, please visit . Job Title: AI Strategy & Solutions Director We are a private real estate investment and development group with a diverse portfolio across [multifamily, life sciences, retail, hospitality, industrial]. We are committed to leveraging technology to drive smarter decision-making, operational efficiency, and value creation. We are seeking an AI Strategy & Solutions Director to lead the integration of artificial intelligence across our business functions. Position Summary The AI Strategist will be responsible for identifying, designing, and implementing AI-driven initiatives across investment, asset management, property operations, development, and corporate functions. This role bridges strategy, technology, and real estate expertise to create competitive advantage and position the firm as a forward-thinking industry leader. The role will focus on driving AI across all our asset classes and business lines with a focus on our Hospitality portfolio and our Life & Annuity Reinsurance business. Key Responsibilities • Strategic AI Roadmap: Develop and execute a comprehensive AI strategy aligned with company objectives in acquisitions, development, asset management, leasing, property management, and corporate support functions., • Data & Insights: Partner with data teams to structure and leverage internal and external data sources (market data, tenant behavior, construction costs, ESG metrics, etc.) for predictive analytics and decision support., • Operational Efficiency: Identify opportunities to streamline workflows (lease analysis, underwriting, reporting, valuations, due diligence, etc.) through AI and automation tools., • Investment & Market Analysis: Implement AI models to improve deal sourcing, market forecasting, risk assessment, and portfolio optimization., • Vendor & Tool Selection: Evaluate, recommend, and oversee partnerships with AI platforms, technology vendors, and consultants., • Change Management: Educate and train cross-functional teams on AI capabilities, adoption, and ethical considerations., • Governance & Compliance: Ensure AI initiatives adhere to industry regulations, data privacy standards, and responsible AI practices. Development: Lead the hands-on design, development, and deployment of AI solutions, ensuring the ability to translate high-level strategy into technically sound, practical implementations. * Relationships: Collaborate closely with cross-functional teams—including Operations, Finance, Investments, Legal, and IT—to deeply understand business needs and identify high-impact AI opportunities. Building strong, trust-based relationships with key stakeholders across the organization to ensure alignment, adoption, and measurable business value from AI initiatives. Qualifications • Bachelor’s degree in Business, Computer Science, Data Science, Real Estate, or related field; advanced degree preferred., • 7–10+ years of professional experience in strategy, technology, data analytics, or consulting; experience in real estate strongly preferred., • Proven track record of leading AI or data-driven projects from strategy through implementation., • Strong understanding of machine learning, natural language processing, and data visualization as applied to business strategy (not necessarily hands-on coding)., • Familiarity with real estate financial modeling, acquisitions, and asset management processes., • Excellent communication and change management skills; ability to translate technical concepts into business value. – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs – On-site mother’s room – Office perks such as lunch, fruit, drinks, and snacks Offered salary commensurate with experience, plus bonus

Job Description Firm Overview: Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation. Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change. Job Opportunity and Responsibilities: Stable Rock is seeking a Senior Associate, Outsourced CFO & Accounting Services to join our Investment Management department, that will be responsible for delivering high-quality fund accounting oversight, financial reporting, and outsourced CFO support to alternative investment clients, including private equity, venture capital, hedge funds, and related management companies. This role serves as a key client contact and is accountable for the accuracy, timeliness, and integrity of fund financial operations, investor reporting, and compliance with U.S. GAAP and partnership agreements. The Senior Associate also supports financial strategy, operational improvement, and special projects for fund managers and their management entities. This role is ideal for someone who is a self-starter and thrives in a hands-on, fast-paced setting and wants exposure to both fund operations and management company finance. Key Responsibilities: • Calculate and review NAV calculations, capital account statements, management fees, and carried interest allocations., • Maintain general ledger activity and ensure proper accounting treatment of complex investment transactions., • Prepare quarterly and annual financial statements and coordinate year-end audit support., • Provide CFO support including budgeting, forecasting, variance analysis, and financial modeling., • Serve as a primary liaison to clients, auditors, administrators, and other service providers., • Identify process improvements and support implementation of accounting systems and controls. Qualifications, Skills, and Experience: • Education: Bachelor's degree in Accounting, Finance, or related field required., • Experience: 3–6+ years of private equity, hedge fund, venture capital, or alternative investment accounting experience., • Certifications: CPA or progress toward certification preferred., • Skills:, • Strong working knowledge of U.S. GAAP and fund structures (LPs, GP/management companies)., • Experience preparing NAVs, capital allocations, waterfalls, and investor reporting., • Experience in outsourced CFO or advisory environments., • Experience with management company accounting and operational finance functions preferred., • Ability to operate independently while collaborating within a small, high-performing team., • Software and Technology: High proficiency in Microsoft Excel and Word. Familiarity with general ledgers and fund accounting platforms (e.g., QuickBooks, Investran, Allvue, Geneva, or similar). The Stable Rock Difference • Direct client access and advisory exposure, • Broader scope beyond pure fund accounting (true CFO support), • Opportunity to shape processes rather than inherit rigid infrastructure, • Visibility into fund launches, restructurings, and capital events, • Growth path tied to performance, leadership, and client impact Why Stable Rock Stable Rock is built for professionals who want more than a traditional accounting or advisory role. We are focused on meaningful client impact, intellectual engagement, and practical problem solving in a collaborative, high-trust environment. Our team operates with a service-first mindset, combining technical expertise with real-world business understanding. We value professionals who take initiative in managing and improving processes, pursue continuous learning, and working directly with clients to help them navigate operational and financial complexity. If you are looking for a role where your work matters, your expertise is trusted, and your contributions help shape client outcomes, Stable Rock may be the right place to grow your career. Location We are open to exceptional talent nationwide, with a strong preference for candidates located in or near our core markets: New York, Dallas, Miami, Chicago, San Francisco, and Los Angeles. Compensation Highly competitive base salary ranging from $70,000 to $100,000, based on experience and location, with eligibility for a discretionary performance bonus. Benefits: • Medical, Dental, and Vision insurance coverage. Employee-only premiums are paid at 100%., • Health Savings Account (HSA) and Flexible Spending Account (FSA) options, • 401(k) retirement savings plan, • Unlimited paid time off policy, • Hybrid work flexibility to support professional and personal balance Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to . Job Posted by ApplicantPro

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the role The Financial Regulatory Analyst/Accountant position at our brokerage firm involves ensuring compliance with financial regulations and standards specific to brokerage operations. The position will also assist the finance department with various accounting duties such as related reconciliations, journal entries, schedules, or other ad hoc projects. Responsibilities also will include interpreting and implementing regulatory requirements set forth by organizations such as the SEC, FINRA, and other relevant regulatory bodies. This role involves analyzing brokerage transactions, preparing regulatory filings, and ensuring accurate financial reporting in accordance with regulatory guidelines. Strong analytical skills and accounting background, regulatory knowledge, attention to detail, and effective communication abilities are essential for success in this role. This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Requirements What you'll do • Assist team with the Customer Reserve and PAB 15c3-3 computations., • Assist team with Net Capital 15c3-1 calculation and FOCUS reports., • Assist team with all financial related regulatory filings., • Collaborate across multiple departments in the organization., • Assisting in the development of financial statements and reports., • Support accounting team with monthly journal entries, bank reconciliations, and the closing of each financial period., • Assist with various financial and regulatory audits., • Work with internal and external financial and regulatory auditors., • Assist in maintaining and contributing to control processes and procedures., • Assist independent audit process and FINRA audit., • Ad hoc FINRA Reporting – preparation and analysis., • Cross departmental coordination with daily requirements and projects., • Contribute to various back office and system implementation projects across the organization., • Performs other related duties as assigned. Qualifications • Bachelor’s degree in accounting or similar, • Series 27 or ability to obtain within 6 months., • 2-3 years Regulatory reporting experience from broker dealer (Preferred), • 2-3 years experience in CFTC reporting requirements for Futures Commission Merchants (Preferred), • 2-3 years experience in NMLS reporting related to money transmitter license (Preferred) Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $60,000 - $90,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems i.e. CME group and its affiliated exchanges., • Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements as well as daily net settlements in accordance with exchange and regulatory guidelines. Maintain segregated balance requirements for affiliates and manage treasury related operations., • Reconciliation/Balancing: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Manage daily balancing of futures activity and positions., • Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Assist compliance with regulatory inquiries and requests related to relevant clearing systems/portals as well as operations procedures, functions, and processes., • Risk Management: Identify operational risks and implement controls to mitigate potential issues related to risk management, clearing, margining, and settlement., • Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation., • Technology & Systems: Work with IT and vendors to onboard, maintain and improve back-office and risk management systems., • Client & Counterparty Management: Serve as the primary liaison with exchanges, management, vendors, and clients to resolve operational issues., • Team Leadership: Lead, manage, and train clearing operations staff, providing training and guidance on best practices as well as processes/functions., • Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: • Education: Bachelor’s degree in finance, Business, Economics, or a related field., • Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm., • Knowledge:, • Strong understanding of U.S. futures markets and clearing processes., • Familiarity with exchange margining methodologies and risk management principles., • Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms., • Skills:, • Excellent analytical and problem-solving abilities., • Effective communication and leadership/management skills., • Proficiency in Microsoft Excel, clearing systems, and risk management tools.Preferred Qualifications:, • Experience with regulatory reporting requirements for FCMs., • Knowledge of automated clearing and reconciliation solutions. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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