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Job Description Vistrada is looking to hire a strong Cybersecurity Analyst to join our Cybersecurity practice. A Cybersecurity Analyst is part of a team that consults with clients about cybersecurity related topics and strategies. This role helps clients identify cybersecurity related improvements, conduct cybersecurity risk assessments, conduct cybersecurity scans and testing, document cybersecurity related policies and procedures, and respond to cybersecurity related issues. Responsibilities Include: • Conduct regulatory compliance audits and assessments utilizing frameworks like CMMC, NIST, CSF, ISO, PCI, HIPAA, etc., • Create and update cybersecurity related policies and procedures., • Participate in the creation of cybersecurity awareness training programs, materials and conduct training sessions., • Perform scripted penetration testing and vulnerability scanning utilizing tools like Clone Systems., • Review and deliver penetration testing and vulnerability scanning reports to clients., • Participate in the on-boarding of clients into GRC tools like Apptega., • Provide training and support to clients for our GRC tools., • Participate in activities related to phishing\social engineering testing, physical security assessments, and tabletop exercises., • Participate in activities related to our advisory services offerings including planning, budgeting, presentation building, crisis management, etc., • Participate in activities related to cybersecurity incident response and remediation., • Keep abreast of emerging technologies related to cybersecurity and communicate findings to the team., • Knowledge of NIST 800-53, NIST 800-171, CSF, CMMC, DFARS, IS027001, PCI, HIPAA and other regulations, • Possess a bachelor’s degree in Cybersecurity, • Policy Development, • 1-5 years of experience, • Vulnerability Scanning / Penetration Testing, • Ability to handle multiple assessments at one time, • Possess/pursuing certifications such as CISA or CISSP, or something similar, • Strong analytical skills and ability to effectively prioritize and coordinate multiple deliverables simultaneously, • Strong ability to work effectively in a team and to communicate verbally and in writing with both external and internal customers Benefits: Medical, Dental, 401K (with employer match), Disability, Paid Time Off, and Bonus Program. Salary Range: $60K-$80K Company Background: Vistrada is a Business, Technology, and Management services firm dedicated to helping clients plan and implement initiatives across Business and Technology Transformation, Integrated Risk Management, Cybersecurity, and Managed Services. Vistrada provides deep expertise and flexible team structures ensuring agility and responsiveness to support our client’s evolving needs. We leverage the right team during a client’s journey to optimize their investment and commitment. Founded in 2007, Vistrada LLC is a profitable privately-held minority-owned organization. With more than 500+ people successfully serving clients today, our teams operate with a breadth of expertise bringing Big 4 consulting, agency, and Fortune 500 company experiences to clients. Our clients include the most prestigious institutions and many emerging companies with relationships spanning 10+ years. Vistrada has extensive public and private sector experience. Powered by JazzHR J26xsW7PZe

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Key Components: This position requires strong concern for quality and accuracy of work with a results-oriented focus. The work involves critical and technical thinking and problem solving based on detailed knowledge of all pertinent facts and thorough analysis of relevant details. There is an intense focus on complex, independent problem solving, self-direction and freedom of ideas. The individual in this position must maintain a professional demeanor and make sound, well thought-out decisions. This position requires little delegation of details or responsibilities, it is important that close, quick, and critical follow up occur to recognize and correct mistakes. The work schedule of this position will be dictated by client needs, workflow, and current deadlines. This hire will join the firm's compliance team in the assessment, development, implementation, and testing of compliance programs for our clients in the alternative and traditional investment sector, including private equity, hedge, and venture capital fund managers, in addition to providing Regulatory Exam support and outsourced Chief Compliance Officer (CCO) functions. Responsibilities: • Lead engagements for the development, implementation and maintenance of compliance programs for a variety of financial services firms, • Oversee staff in the development and implementation of compliance policies and procedures – taking a proactive approach to ensuring policies are implemented, • Lead annual compliance reviews and internal control testing, • Lead onsite training to clients regarding regulatory requirements and best practices, • Register clients as broker-dealers or investment advisers with the appropriate regulatory bodies, • Lead in conducting mock regulatory exams as well as assist in providing SEC and FINRA exam support, • Train staff on firm processes, new regulations or takeaways from industry events as well as oversee the development of internal training materials, • Cultivate a culture of community and lead and coach junior staff, • Proactively provide practical, business friendly solutions for esoteric regulatory issues, • Contribute to company initiatives outside of client engagement management, such as business development, staff management or subject matter expertise, • Contribute to special projects and firm initiatives Qualifications • 15+ years of relevant compliance experience at a registered investment adviser, law firm, or investment consulting firm, experience practicing law regarding registered investment companies preferred, • Strong working knowledge of the IA Act of 1940 and the ICA of 1940, • Knowledge of SEC Exam practices, experience with SEC exams and mock exams preferred, • Knowledge of CFTC / NFA as well as FINRA requirements is a plus Additional Information Salary based on experience and location ($170,000-$225,000) and full benefits package offered. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues. Qualifications: • Bachelor’s degree in Accounting or Finance, • CPA License or JD required, • 12+ years continuous public accounting or family office tax experience, • Strong experience with high net worth clients (trust, estate, gift charity, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers), • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required, • Must be able to support financial growth efforts and manage a book of business

Job Description Direct Counsel is assisting one of the world’s leading international law firms in hiring a highly qualified midlevel associate to join their Investment Management – Financial Institutions practice group in either the New York, Philadelphia, or Washington, DC office. Qualifications: * 3–5 years of experience with investment adviser regulatory matters * Comparable law firm experience and/or experience working at the Securities and Exchange Commission * Familiarity with the Investment Advisers Act of 1940 and other federal securities laws * Experience counseling top-tier investment management firms on regulatory matters, including registration, conflicts of interest, compliance policies, advertising/marketing, SEC examinations, enforcement defense, and new product development * Excellent academic credentials with strong organizational, drafting, communication, and analytical skills * Active bar membership in the state of the office for which you are applying Compensation: * Salary range for New York and Washington, DC: $225,000 to $435,000 * Final salary will be determined during the interview process, based on experience, expertise, and other factors * Total compensation may include a comprehensive benefits package, including medical, financial, 401(k) eligibility, paid time off (vacation, sick time, parental leave), and more

Job DescriptionPrivate Fund Associate (3rd–5th Year) Location: Boston, New York, Washington, D.C. Compensation: $365,000 – $435,000 per year, based on experience Direct Counsel is representing an Am Law 100 firm seeking a Private Fund Associate (3rd–5th year) with extensive experience advising both established and emerging sponsors of private funds. The ideal candidate will have a strong focus on private fund formation and the ongoing operational and regulatory issues that arise in managing private funds. Significant experience advising on the general partner (GP) side is required. Key Responsibilities: * Advise clients on the formation, structuring, and management of private investment funds * Draft and negotiate limited partnership agreements, side letters, private placement memoranda, and related fund documentation * Address ongoing regulatory and operational matters, including compliance, investor communications, and fund governance * Provide strategic counsel to GP clients on fundraising and investment activities * Support clients across various asset classes and fund strategies * Collaborate with internal teams and contribute to high-level client strategy Qualifications: * 3–5 years of experience focused on private fund matters at a top-tier law firm * Deep experience advising general partners (GPs) on fund formation and management * Excellent academic credentials from a top law school * Strong drafting, negotiation, and client advisory skills * Self-starter with the ability to manage complex workstreams independently and collaboratively * Admission to the Bar in good standing Why Join: * Work with a top-tier, nationally recognized investment management group * Engage in high-impact work with sophisticated fund sponsors and clients * Enjoy robust mentoring, client-facing opportunities, and a clear path to growth

Job Description Director, Family Office Services New York, NY ISCs team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for aDirector, Family Offices Servicesto join the New York office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: • Provide strategic oversight for extended services for select portfolio of clients., • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting., • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents., • Manage and administer philanthropic giving for client., • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures., • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients., • Monitor and audit internal processes to ensure efficiency and compliance with required regulations., • Serve as main point of contact for auditing agencies., • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings., • Manage and lead ad hoc projects as needed by clients. Requirements: • Bachelors Degree in Accounting or Finance., • 10 years experience providing UHNW client support with a financial institution, law firm, or family office., • CTFA or CPA preferred. JD welcomed, but not required., • Experience with Partnerships and LLCs. Exposure to Trusts/Estates and Tax prep required., • Experience in multiple property management and employee oversight a plus., • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role. Rewards: • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments., • Tremendous long-term career opportunity with continued growth and professional development.

Job Description Investment Associate - Structured Finance (HYBRID) NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure. This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skillsKey Responsibilities Supporting the debt capital markets process for the fund's investment strategies including negotiating and executing financing transactions in the secured and unsecured debt capital markets vis-a-vis revolving credit facilities, term loans, private placements, and issuances within the public capital markets. • Financial modeling and cashflow analysis for real asset portfolios., • Day-to-day monitoring of the firm's debt portfolio, including covenant tracking, hedging positions, lender exposure, reporting needs, etc. across all asset verticals., • Coordinating closely with the asset and investment teams on execution processes for new investments., • Identifying and executing on future financing needs to help create the most efficient financing platform possible., • Managing third party advisors, including lending relationships, servicing partners, rating agencies, accountants, etc., • Preparing internal materials, including Investment Memorandums and transaction analyses for presentations to Investment Committee and other stakeholders., • Recommend, support development and implementation of risk & asset management tools and Solutions The ideal candidate would have a background including: • A minimum of 3 years of structured finance investment banking, investment firm or fund experience, • Investment experience in ABS, CMBS, CLO, CDO etc., • Familiarity with transportation and infrastructure assets or general leasing is preferred., • Strong quantitative and analytical skills, and excellent attention to detail and follow-through, • Advanced Excel and PowerPoint skills with a proficiency in scenario based financial modeling, • Excellent written and verbal communication skills., • Proactive in seeking out ways to add additional value beyond the core responsibilities of the role., • Excellent analytical, written, and verbal communication skills, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team., • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm., • Ability to multi-task and prioritize in a fast-paced environment., • Tenacious and persistent with a willingness to go the extra mile to support the team and Firm. Education: If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: Our client is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. Founded in 2014, the firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment., • Able to digest complexity while maintaining an understanding of the “big picture” of business needs Estimated base salary range for this position is: $125,000-$145,000. Employees may also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off Family Leave Short Term & Long Term Disability Training & Development Hybrid Workplace

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Manager, Data Delivery LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $150,000 - $175,000, plus bonus and equity (based on NYC, will be adjusted for geo) The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for a high-performing operator to help support that transformation. We’re hiring an Sr. Manager of Data Delivery to serve as the execution quarterback and right hand to the Director of Data Strategy & Operations. You’ll help operationalize and enforce Canoe’s strategic initiatives across manual and automated operations — including document collection, data extraction, and data product workflows. This is a high-ownership, high-accountability role. You’ll ensure teams are aligned, issues are unblocked, and strategic priorities are implemented consistently. You’ll collaborate across Product, Engineering, and Client Services teams, manage the day-to-day delivery engine, and help drive forward Canoe’s broader data strategy roadmap. What You’ll Do: • Translate strategy into concrete execution workplans across Connect, Intelligence, and Asset Data workflows, • Own the operational rhythm of daily/weekly execution and proactively unblock issues across teams, • Drive accountability by holding onshore and offshore leads to clear deliverables and timelines, • Partner with Product and Engineering to roll out automation tools and AI agents, • Lead short-term cross-functional initiatives (e.g., backlog cleanup, SOP rollouts, delivery acceleration), • 5-7 years of total experience, including 1-2 years post-MBA in consulting, private equity, or execution-oriented investing roles, • Entrepreneurial mindset: you’re comfortable wearing multiple hats and operating independently in ambiguous situations, • Highly collaborative with experience working cross-functionally across Product, Engineering, Data, and Client Services, • Player-coach mentality: hands-on with execution but enjoy mentoring and upskilling junior team leads and analysts, • Proven ability to own and deliver cross-functional initiatives from concept to implementation, • Strong structuring skills: you bring order to chaos and turn vague objectives into concrete plans, • Familiarity with fund administration, alternative assets, or downstream analytics in private markets., • Experience with data extraction tools, human-in-the-loop workflows, or AI/ML-enabled systems, • Strong change management and stakeholder alignment skills, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 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 Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Application deadline: Rolling basis The team you'll join StepStone Private Debt (SPD) is a global private debt investor with over $71B in AUM/AUA including $12B based on the latest Q2 firm figures. SPD covers the breadth of the private debt market and constructs bespoke portfolios on a primary, secondary and co-investment basis. SPD focuses on two areas of the market: performing and non-performing debt across the corporate, real estate, and infrastructure sectors. SPD is a subsidiary of the StepStone Group, a global private markets firm specializing in Private Equity, Infrastructure, Private Credit and Real Estate. About the role StepStone is currently seeking undergraduate students graduating between December 2026 through June 2027 to join our Private Debt team as Summer Analysts. This internship offers an exciting opportunity to achieve valuable learning experience working across the private debt industry. Through analysis of direct lending, opportunistic lending and specialty finance funds and investments, Summer Analysts gain exposure to a wide array of industries and capital structures and become accustomed to a variety of private debt funds and investment strategies. What you'll do As a Summer Analyst you'll work in a team environment with other StepStone team members to review private debt opportunities and perform due diligence on selected GPs. The investment opportunities can encompass Primary Funds, Separately Managed Accounts, Secondaries or Co-Investments. This experience will provide you with opportunities to interact with many of the top fund managers in the private credit industry. Key responsibilities • Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis, • Conduct market research using publicly available information and proprietary databases to identify, quantify, and analyze macroeconomic trends across a variety of credit strategies, • Assist Senior Research staff in managing and tracking the inflow of investment opportunities, • Evaluate marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, • Construct and communicate arguments regarding investment decisions, and defend positions in team environments, including Investment Committee meetings, • Write Fund Summaries and Investment Memorandums in line with StepStone standards, • Utilize creativity to analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities, • Form independent opinions about the attractiveness of a credit strategy or funds as investment opportunities and clearly articulate findings, • Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future, • Undergraduate student graduating anywhere from December 2026 through June 2027, • GPA of 3.5 or higher, • Strong proficiency in Microsoft Word, PowerPoint and Excel, • Excellent written and verbal communication skills, • Demonstrable analytical capabilities, including strong quantitative/modeling skills At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in Private Debt. Click here to learn more about the intern experience. Salary: $95,000 The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees. Application deadline: Rolling basis #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

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

Job DescriptionM&A Associate Job Title: Transactions Attorney - Real Estate, Capital Markets, M&A Job Location: Hybrid Job Salary: $155k-$250k (DOE) Requirements: 3+ years of professional law firm experience Transaction Associate Position Overview The M&A Associate will play a critical role in supporting the mergers and acquisitions team by conducting due diligence, valuation analyses, and assisting in the overall execution of transactions. The ideal candidate will possess strong analytical skills and a deep understanding of the M&A process, contributing to strategic planning and market research efforts. Key Responsibilities • Conduct thorough due diligence on potential acquisition targets, • Perform financial modeling and valuation analyses to assess business worth, • Assist in the preparation of presentation materials for clients and stakeholders, • Support the negotiation process of transactions by providing analytical insights, • Ensure legal compliance throughout all stages of the M&A process, • Collaborate with internal teams to develop strategic plans for acquisitions, • Conduct market research to identify potential opportunities and risks, • Bachelor's degree in Finance, Business, Economics, or a related field, • 2-4 years of experience in investment banking or corporate finance, • Strong understanding of mergers and acquisitions processes, • Proficiency in financial modeling and valuation techniques, • Excellent analytical and problem-solving skills, • Strong negotiation and communication skills, • Experience with market research and strategic planning, • Knowledge of legal compliance and capital markets - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/16/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Job Description SENIOR QUANTITATIVE ANALYST – SYSTEMATIC TRADING Global Investment Firm J Harlan Group is currently conducting a search for a SENIOR QUANTITATIVE ANALYST – SYSTEMATIC TRADING at a prominent Global Investment Firm in NYC. They're seeking an exceptional Senior Quantitative Analyst – Systematic Trading to apply mathematical techniques and write software to develop, analyze, and implement statistical models for their computerized financial trading strategies. They utilize their creativity and innovation to create novel approaches to trade profitably in markets around the globe with a firm that offers a collegial, collaborative, and engaging working environment. They will expect you to be agile / to lead / to think outside the box. In return, they'll give you challenging work that has an impact / Opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that's how we help our clients succeed. Principal Responsibilities: The team is tasked with building advanced quantitative and statistical methods to produce models and prescriptive data that result in optimal investment decisions. Specific responsibilities range from leveraging financial data in an effort to increase profitability, decrease risk, and reduce transaction costs to conceiving new trading ideas, formulating them into systematic strategies, and critically evaluating their performance. The ideal candidate would have a background and a deep passion for working with Generative AI techniques within the investment community. • Successful candidates will have impressive records of academic achievement and be the top students in their respective math, statistics, physics, engineering, computer science, and other technical and quantitative programs., • Quantitative financial engineering experience (i.e. systematic trading strategies) and a high level of interest in global financial markets – candidates from both industry and academia with a broad range of quantitative investment and /or financial engineering experience, • Demonstrated history of developing successful quantitative models, preferably involving transaction cost analysis and/or high-frequency trading., • Candidates should be innovative and analytical thinkers with strong communication skills, and they should demonstrate proficiency with the numerical and statistical tools needed to develop robust signals from market data., • Individuals who are enthusiastic about taking a hands-on approach and collaborating with top technical talent in a collegial, meritocratic work environment characterized by informality and intellectual rigor., • Ability to work in an open collaborative and highly charged investment environment., • Strong desire to contribute and build a business – not just solve novel problems. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a prominent multinational investment management firm. The company manages a variety of investment funds that make extensive use of quantitative methods and proprietary computational technology to support fundamental research in the management of its investments. They have a relentlessly focuses on innovation and integration: innovation in new products, markets and businesses as well as new tools, models and technology management and performance structures; integration of fundamental research, quantitative strategies and technical analysis, all supported by an intensive focus on operational excellence and comprehensive risk management. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The expected annual base salary for this position is $350,000 to $500,000. Our compensation and benefits package includes substantial variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, a sign-on bonus, a relocation bonus, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.

Job Description About the Role We’re hiring a Tax Director/Partner to lead strategic tax initiatives, deepen client relationships, and help drive firm-wide growth across multiple practice areas. You’ll play a critical role in shaping tax strategy, mentoring talent, and serving as a trusted advisor to clients ranging from individuals and privately held businesses to multinational corporations and investment firms. This is a leadership-track opportunity for an experienced tax professional looking to make a broad and lasting impact. Key Responsibilities * Advise clients on complex tax planning, structuring, and compliance matters tailored to their industry and structure * Serve as a primary advisor across one or more practice areas: Financial Services, Technology & Professional Services, Private Client Group, Real Estate, or International Tax * Lead and review tax engagements to ensure accuracy, timeliness, and compliance with evolving regulations * Develop and maintain long-term client relationships with a focus on trust, insight, and proactive service * Identify and mitigate tax risks while providing value-added planning strategies * Mentor, develop, and lead a team of tax professionals; foster a culture of continuous growth and accountability * Support business development efforts by identifying new opportunities and leading proposal development * Collaborate cross-functionally with internal practice leaders to expand service offerings and drive client value * Represent the firm through industry events, panels, publications, and other thought leadership platforms Qualifications * 12+ years of progressive tax experience with leadership responsibilities * Expertise in one or more of the following: Financial Services, Private Client, Real Estate, Technology, or International Tax * Strong command of tax code, regulations, and industry-specific compliance issues * Proven track record of managing complex client relationships and leading high-performing teams * Exceptional communication, leadership, and strategic thinking skills * CPA required; JD or LLM in Taxation is a strong plus * Proficiency in major tax platforms and Microsoft Office Suite Interview Process * Initial screening call with recruiter * Technical interview with tax leadership * Interview with practice area leaders or firm partners * Final round interview * Offer

Job Description THIS IS NOT A REAL JOB OPENING Jobgether's Investment Banking Division is seeking a seasoned and strategic Vice President to join our elite Financial Markets M&A team in our New York City office. In this critical leadership role, you will be at the heart of the deal-making process, driving the origination and execution of complex mergers, acquisitions, and other strategic transactions for clients across the financial markets sector. You will be responsible for leading deal teams, managing all phases of the transaction lifecycle from initial pitch to closing, and providing senior-level guidance on valuation, structuring, and negotiation. This is a premier opportunity to leverage your deep industry expertise and transaction experience to make a significant impact on our clients and the market. Requirements A minimum of 5-7 years of investment banking experience, with a significant focus on Mergers & Acquisitions. Demonstrated experience within the financial markets, financial technology (FinTech), or related financial services sectors is highly preferred. Proven track record of leading deal teams and managing complex M&A transactions from start to finish. Exceptional financial modeling, valuation, and analytical skills, including experience with DCF, LBO, accretion/dilution, and comparable company analysis. Strong leadership and client management skills with the ability to build and maintain relationships with senior executives. An MBA from a top-tier business school or an equivalent advanced degree is strongly preferred. Excellent communication, presentation, and negotiation skills. Must be able to work in a demanding, fast-paced environment in New York City. Benefits A highly competitive base salary and a significant performance-based annual bonus. Comprehensive medical, dental, and vision insurance plans. Generous 401(k) matching program and other wealth accumulation benefits. Significant opportunities for career advancement and upward mobility within the firm. A prestigious and dynamic work environment in the heart of the world's leading financial center. Access to high-profile transactions and a premier client base.

Job Description Executive Assistant – Partner + 2 Associates $110-130k base DOE + paid OT eligible + discretionary bonus + excellent benefits A globally renowned investment firm in Midtown EAST is seeking an exceptional Executive Assistant to support a senior Partner and team. This is an incredible opportunity for an ambitious EA that thrives working in a fast-paced environment that values integrity and encourages team collaboration. Seeking an EA with 7+ of experience in finance and LONGEVITY is highly preferred. The ideal candidate should be a very motivated self-starter who will carry out duties in a well-organized and timely manner. Typical hours are 8:30am-5:30pm – 4 days in office/1 day remote, Monday-Friday Responsibilities • Handling complex calendar management across timezones, • Booking domestic and international travel arrangements, handling itineraries + visas, ground transportation, accommodations, • Receiving calls, taking messages and routing correspondence, • Liaising with internal and external stakeholders to schedule meetings + anticipating all requirements for the meetings, which include but aren’t limited to presentation needs, scouting venues, and catering, • Handling expense reports, • Special projects as needed Requirements / Personal Characteristics • Highly responsible and reliable with a professional presentation., • Motivated self-starter, with the ability to work diligently, • Attention to detail and problem solving skills., • Excellent time management skills and the ability to prioritize work., • Excellent communication and people skills., • Strong organizational, multitasking abilities and problem-solving skills., • 4-year college degree preferred, • 7+ years of EA experience in finance/professional services

Job Description Lateral Associate Corporate Investment Funds Practice Area: Corporate Investment Funds Location: New York, NY 10036 Schedule: Full-Time, Billable hours target typically 1,9002,000 annually, Hybrid/On-site Salary: $225k - $375k base salary The Client: A globally recognized, AmLaw 20 law firm with a reputation for sophisticated deal-making and complex advisory work across multiple industries. The firms Investment Funds group advises prominent asset managers, financial institutions, and private equity sponsors on fund formation, regulatory compliance, and cross-border investment structuring. This lateral position is open due to strategic growth in the New York office to meet increased client demand in the private funds space. Description Investment Funds team handling the structuring, formation, and management of private investment funds, including private equity, hedge, credit, and hybrid funds. You will work on drafting and negotiating fund documentation, side letters, investor communications, and governance agreements. The role includes advising clients on SEC and other regulatory considerations, conducting due diligence on fund managers and investors, and collaborating with tax, ERISA, and cross-border teams to provide holistic client solutions. This position offers an opportunity to work directly with leading sponsors and institutional investors, gaining exposure to multi-jurisdictional fund structures and complex investment strategies. For the right candidate, the role provides a long-term career trajectory toward counsel or partner track in a practice area that continues to see global growth. Qualifications: • 36 years of experience in investment funds or private equity transactions at a top-tier law firm., • Strong knowledge of fund formation, investment management agreements, and partnership/LLC structures., • Familiarity with Investment Advisers Act, Securities Act, and other relevant U.S. regulatory regimes., • Experience negotiating with sophisticated institutional investors., • Strong drafting, analytical, and organizational skills., • Ability to manage multiple transactions simultaneously in a fast-paced environment., • Excellent interpersonal skills and a team-oriented approach., • Admission to the New York Bar (or eligibility to waive in). This job advertisement is a general announcement created to attract qualified candidates on behalf of our client. It is not a complete job description or an offer of employment. Salary and benefits details may vary and are not always disclosed. We are an Equal Opportunity Employer and encourages individuals of all religions, nationalities, genders, sexualities, ideologies, creeds, beliefs or backgrounds who are qualified for the role to apply!

Job DescriptionSalary: Prospect Capital Management seeks a professional to improve the operations and financial performance of private U.S. Middle Market businesses which we control. The Firm Prospect Capital Management, LP ("PCM") is an asset manager managing Prospect Capital Corp. (PCC), a publicly-traded investment company (a BDC/RIC) with approximately $11.9B AUM. Amongst other investment strategies, PCC maintains controlling equity stakes in a set of U.S. Middle Market businesses (the "Businesses"). The Businesses operate in a range of industries with headquarters and operations in various U.S. states. PCM has offices in New York City, Connecticut, and Florida and is comprised of 140+ professionals. The candidate would spend time primarily at the PCC Businesses but also at PCM offices. Job Overview and Responsibilities PCM seeks a motivated and proactive professional to join our team to focus on Portfolio Optimization. The role requires significant travel and in-person involvement with the managers, staff and operations of the various Businesses. The ideal candidate will have 7+ years of experience in operational or strategy consulting, including meaningful training in improving the operations of middle market businesses, across industries, based in the U.S. This role requires a self-starter eager to spend time on-site working with the senior managers of the 18 U.S. Businesses presently controlled by PCC. The candidate will work to optimize all aspects of each Business, with support from others at PCM. • Operational Strategy: Collaborate with portfolio company leadership teams to assess and improve key operational processes, enhance efficiency, and maximize profitability., • Project Leadership: Drive special projects, such as marketing overviews, digital transformation, go-to-market strategy, and operational due diligence, from concept to completion., • Value Creation: Identify opportunities for revenue growth, cost reduction, and margin improvement across portfolio companies., • Performance Monitoring: Develop and implement key performance indicators (KPIs) to track the performance of portfolio companies,, • Process Improvement: Lead initiatives to streamline operations, optimize supply chains, and improve organizational performance, reducing waste and improving productivity., • Financial Analysis and Modeling: Work closely with the finance teams to analyze financial statements, forecasts, and business plans to support decision-making and develop financial models to support investment decisions, including valuation and scenario analysis., • Reporting: Prepare detailed reports and presentations to communicate findings and recommendations to senior management and Prospect., • Mentorship: Assist in mentoring junior team members and interns, fostering a collaborative and growth-oriented environment. Desired Skills and Experience • MBA or equivalent advanced degree preferred., • 4+ years of operational or strategy consulting experience, or private equity portfolio operations, with a proven track record of problem-solving and performance improvement in various business situations., • Ability to work independently, on-location, and to integrate with management teams., • Strong analytical and quantitative skills., • Excellent verbal and written communication abilities., • Proficiency in financial modeling and data analysis tools., • Proactive, results-oriented mindset with a strong work ethic., • Intellectual curiosity and eagerness to learn., • Strong interpersonal skills and the ability to build relationships across the organization. Why Join Prospect Capital • Opportunity to work in a dynamic environment with a focus on strategic investment initiatives., • Collaborate with a team of experienced professionals and contribute to high-impact projects., • Competitive compensation and benefits package. If you are passionate about strategy and are looking to make a meaningful impact, we encourage you to apply. The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Job Description Robert Half Financial Services is recruiting for a US Head of Finance & Accounting role for a global Broker Dealer/Swap Dealer firm located in midtown Manhattan. Our client requires a CPA, Series 27 FINOP License, and 15+ years of Accounting and Finance experience within Prime Brokerage, Capital Markets or a Swap Dealer firm. The role reports directly into the Group CFO and oversees Financial Accounting (GAAP), Management Reporting, Treasury/Liquidity, FP& A, Audit and Regulatory Filings. This role is hybrid remote requiring 3 days per week in the midtown Manhattan office. Responsibilities • Financial controllership of all Americas financial records, including data integrity of the ledger, working with operations and other teams to ensure timely receipt of trading and operational data to prepare financial records and other returns., • Ownership of all relevant statutory and regulatory audits - completed and filed on / ahead of time., • Financial regulatory filings – Ensure financial data / components of financial requests are completed on time ensure sufficient granularity that is repeatable on a regular basis., • Prepare financial updates to external trading partners and investors as required., • Financial management reporting (Cost center reporting) – ensure Exco members have sufficient operating / expense cost date for them and their teams and work with the Head of FP& A to follow up on action items, • Documentation - document policies, procedures and ensure best practice for expansion of the department and to provide for contingency / global handover between teams., • Outsourced Partners - Work with outsourced partners on a timely basis to provide financial and other information to enable financial support and assistance to be completed., • Treasury and Liquidity Management Reporting – Assist the Head of Treasury and Capital Management to report capital and liquidity positions and ongoing reporting requirements in conjunction with senior management. This requires the firm has sufficient liquidity to meet the ongoing needs for:, • Opex - operating requirements of the business as well as intra group capital requirements on a legal entity basis – this will include optimizing the firm’s own internal capital;, • Trading capital – ensuring the firms surplus liquidity is maximized for value in accordance with the risk framework in conjunction with the Head of Treasury and Capital Management, • Regulatory – ensuing capital monitoring and forecasting is place to ensure the business activities are within regulatory limits, including the development of monitoring systems, • Risk framework – advise and implement on the development of Finance requirements for the business in conjunction with the firms Risk and investment stakeholders;, • Financial forecasting - including modeling the operating businesses and the impact on the wider group., • Management Information - Development of timely and accurate financial reporting to monitor the current and future needs of the business;, • Banking and payments - Support in management of external banking relationships including keeping up to date with expenses., • 15+ years Accounting and Finance experience within Prime Brokerage, Capital Markets or a Swap Dealer firm, • Must hold active CPA and Series 27 FINOP License, • Must have experience with Financial Accounting (GAAP), Management Reporting, Treasury/Liquidity, FP& A, Audit and Regulatory Filings, • Experience managing and developing a team, whilst still being very hands on with the work, • Bachelor or Master Degree in Accounting. The US Head of Finance & Accounting role requires 3 days per week working in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $275-325k base plus cash bonus and restricted stock units (RSUs). If your profile matches the above criteria, please add me on LinkedIn and email me directly. Trishan Khareghat

Job Description Job Title: Executive Assistant (Investment Banking/Financial Services) Location: New York, NY (Onsite) Hourly Rate: $30–40/hour Experience Level: 5–8 years in Admin/Executive Support Job Description: We’re seeking a polished and proactive Executive Assistant to support senior leadership at a global financial services firm in New York City. This fully onsite role is ideal for a self-starter who thrives in high-performance, fast-paced environments and enjoys working closely with executive stakeholders. Key Responsibilities: Provide high-level administrative support to executives Manage complex calendars and coordinate meetings Arrange travel (Concur experience is a plus) Draft reports, presentations, and correspondence Plan events and handle special projects Maintain confidentiality and act with discretion Liaise effectively with internal and external stakeholders ✅ Qualifications: 5+ years of experience in Executive or Administrative Assistant roles EA experience in the banking/financial industry is highly preferred Proficient with travel and calendar management tools Strong multitasking and organizational abilities Excellent written and verbal communication skills Bachelor’s degree required Ready to take the next step? Apply now and join a dynamic, high-impact team in the heart of NYC. Company DescriptionRussell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Job Description We are seeking a Commercial Mortgage Loan Officer Originator - HARD MONEY to become a part of our team! You will evaluate and authorize approval of real estate, residential and commercial loans. WE PROVIDE LEADS. MORTGAGE NMLS NOT REQUIRED FOR COMMERCIAL Responsibilities: • Advise borrowers on financial status and payment methods, • Guide customers through the loan application process, • File loan applications and supporting documents, • Develop referral networks to locate prospects for loans, • Previous experience in finance, banking, or other related fields, • Familiarity with financial and lending practices, • Ability to build rapport with clients, • Strong analytical and mathematical skills, • Excellent written and verbal communication skillsCompany DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our Manhattan firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: * Developing relationships with clients (both existing and prospective) * Gathering client information and using that information to build robust financial plans * Helping clients prepare for their retirement * Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: * Are a self-starter. * Have an entrepreneurial mindset. * Are a customer service champion. * Are an engaging and compelling communicator and negotiator. * Are a problem solver. * Are a Life-long student seeking continued education and professional development. * Are a critical thinker. * Have prior sales experience and/or enjoy networking and seeking new clients. * Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: * Provide a framework to help you attain all licensing and education needed to progress through the career. * Support your learning through joint work and a team environment. * Provide competitive compensation and benefits that are unique in our industry. * Provide a roadmap for your success with our experienced team of leaders. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Company DescriptionAt Prudential, EQ is as valuable as IQ and there’s zero tolerance for bullies. We’ve evolved a lot over the years, but respect and collaboration have always been at the core of our culture. Come and explore the exciting opportunities ahead and play an integral role in shaping our future and growing yours.At Prudential, EQ is as valuable as IQ and there’s zero tolerance for bullies. We’ve evolved a lot over the years, but respect and collaboration have always been at the core of our culture. Come and explore the exciting opportunities ahead and play an integral role in shaping our future and growing yours.

Job Description Company Overview: Stansberry Asset Management (SAM) is proud to be recognized as a certified Great Place to Work, reflecting our commitment to fostering a supportive, positive, and collaborative environment where employees truly enjoy coming to work. Here, employees engage in meaningful work, directly helping clients achieve their financial goals, which brings a deep sense of purpose and satisfaction. Our culture is rooted in collaboration, inclusion, and transparency, with accessible leadership that values input and creates a genuine sense of belonging. While skills and expertise matter at SAM, finding the right culture fit is our top priority. We seek individuals who bring a commitment to hard work and excellence, while also embodying our core values of collaboration, respect, and integrity. We believe skills can be developed, but a strong work ethic and the right attitude are crucial for achieving long-term success - for both our team and our clients. SAM is seeking a Vice President of Business Development to support the firm’s private client growth strategy within the Midwest or Northeast territory. This role is ideal for a motivated and relationship-driven professional who excels at engaging with high-net-worth individuals and identifying opportunities to introduce them to SAM’s investment solutions. As the VP of Business Development, you’ll take a leading role in your territory, meeting with prospects, in person and over the phone to understand their needs and recommend appropriate strategies from SAM’s offerings. Your efforts will be focused on converting clients from warm leads who have expressed an interest in SAM generating qualified opportunities and helping convert prospects into long-term clients in partnership with internal teams. The ideal candidate has a strong background in wealth management or financial services, a successful history of directly acquiring clients with a demonstratable history of success and outperformance and thrives in a field-based, client-facing environment. This is a high-impact role for someone who leads with credibility, understands the nuances of client behavior, and is energized by growth. Key Responsibilities • Drive new high-net-worth client acquisition and grow AUM through proactive outreach, relationship building, and strategic networking, • Develop and execute a scalable business development strategy aligned with the firm’s growth objectives, • Represent the firm and present at client-facing events, investor seminars, and industry conferences with professionalism and clarity, • Craft and deliver tailored investment presentations that reflect the unique needs and goals of each prospective client, • Partner with internal stakeholders (investment, marketing, and operations teams) to support prospect engagement and onboarding, • Analyze lead generation and conversion metrics to continuously refine outreach strategies and increase close rates, • Maintain a deep understanding of market trends, investor psychology, and the competitive landscape in wealth management, • 7–15+ years of experience in private wealth, investment sales, (with a direct-to-client focus, • Demonstrated success personally closing $40M+ in new AUM per year, • High emotional intelligence, strong communication skills, and a disciplined approach to relationship building, • Experience working with sophisticated investors and navigating complex financial conversations, • Based in the Midwest or Northeast U.S., with flexibility to travel

Job Description Who We Are Spot & Tango is an innovative pet health & wellness brand that delivers personalized meal plans on a subscription basis. Our recipes are developed by leading animal nutritionists, and are made with only real, human-grade ingredients... and nothing artificial! We have lofty goals (to make every dog in the country healthier, and every pet parent happier!) and we are looking for the right people to help us get there. This is an exciting opportunity to join a VC-backed, high-growth, e-commerce startup and have an outsized impact in an extremely fast-paced environment. Plus, you get to think about dogs all day! Who You Are You are a hands-on strategic finance leader with the ability to grow and lead a world-class finance and accounting function. You are able to communicate and synthesize complex financial concepts to inform tactical decisions across the company. You have an exceptional attention to detail and are able to both dive into the weeds of financial models, as well as pull up for executive-level discussions. You are a caring people leader who can inspire a team and collaborate effectively with other cross-functional leaders. You have an ownership mindset and are passionate about building systems and processes to support key financial activities at the company. Responsibilities: • Develop and execute the company's financial strategy in alignment with business objectives, • Oversee financial forecasting, budgeting, and financial modeling to support strategic planning and decision-making, • Provide insights and recommendations to the executive team on financial performance, risks, and opportunities, • Support capital-raising efforts (equity and debt) and equipment financing, including interfacing with investors, banks, and other financial institutions, • Oversee the management of cash flow, working capital, and investment strategies to ensure the company's financial stability, • Conduct ROI analyses to inform CAPEX and investment decisions, • Prepare monthly financial reporting (including P&L, forecast vs. budget, and cash flow) for the executive team, investors and other stakeholders, • Oversee the preparation and timely filing of all local, state and federal tax returns, • Ensure timely and accurate preparation and presentation of financial statements (month-end close process), reports, and analyses to the executive team and other stakeholders, • Maintain compliance with regulatory requirements, accounting standards, and internal policies/controls, including overseeing external audits, • Implement and monitor financial controls and procedures to safeguard company assets, • Build, lead, and mentor a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement, • Collaborate with other company leaders to support operational and strategic goals, including cross-functional projects, product development, marketing, and supply chain management, • Support the company's growth strategy through financial analysis and due diligence on potential acquisitions, partnerships, and new market opportunitiesc, • Oversee financial aspects of scaling operations, including international expansion and new product lines, • Drive the adoption of financial technologies and systems to enhance reporting, analysis, and operational efficiency, • Able to negotiate key contracts with vendors, suppliers and partners, • Bachelor's degree or higher in Finance, Accounting, Business or a related field, • 10+ years of total experience working in finance and/or accounting at investment bank, private equity, consulting / advisory firm or as industry financial leader, • 4+ years of management experience, including experience building a team, • 3+ years working in-house at a CPG, ecommerce, or retail company, • Professional qualification in Accounting or Finance field such as CPA, CFA, ACCA (preferred, not required), • Strong understanding of GAAP and cost accounting concepts, • Excellent Excel/modeling skills, • Strong leadership, communication, ownership, and strategic thinking, • Familiarity with standard accounting tools and systems e.g. Netsuite (ERP), Bill.com, Stampli, Quickbooks, • Comfortable working in fast-paced environment, tackling ambiguous problems Spot & Tango is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position demands a high level of accuracy, critical thinking, and independent problem-solving, and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing, implementing, and testing compliance programs for clients in the alternative and traditional investment sectors. It requires professionalism, sound judgment, and adaptability to client-driven schedules, while also supporting regulatory exams and outsourced Chief Compliance Officer functions. What you’ll do • You'll independently manage client engagements, providing strategic compliance guidance with minimal oversight from senior leadership, • You’re responsible for ensuring timely and accurate completion of client deliverables, including annual reviews, regulatory filings, and updates to compliance policies and procedures, • You will lead client trainings, mock regulatory exams, and provide hands-on support during SEC and FINRA examinations, • You’ll stay on top of regulatory changes, guide clients in developing internal controls, and offer practical solutions to complex compliance issues, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 20 days of PTO and 7 sick days annually, with PTO increasing over time. The company also observes 10 paid holidays each year, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfilment., • The salary for this position will be dependent on experience and location ($140,000-$160,000). Qualifications, • You bring 10 plus years of compliance experience, ideally from a registered investment adviser, law firm, investment consulting firm, or have practiced law regarding registered investment companies, • You have a strong knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940., • You’re familiar with SEC examination practices and preferably have hands-on experience with both actual and mock exams., • You understand regulatory frameworks beyond the SEC, including CFTC, NFA, and FINRA requirements., • You’re expected to apply your regulatory knowledge to guide clients effectively and ensure their compliance programs are robust and up to date. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Private Capital Advisory, Director or Managing Director We are seeking an experienced Secondaries Banker to join our Private Capital Advisory team as a director or managing director reporting to the Head of the Private Capital Advisory group. The successful candidate will be responsible for helping drive business growth, cultivating client relationships, and providing strategic guidance to our clients. The two business lines within CastleOak Private Capital Advisory (PCA) are Secondaries Advisory and Fundraising for Private Funds. CastleOak aims to become a leading secondaries advisor by focusing on providing strategic advisory services to sponsors across a variety of portfolio and fund management objectives, advising limited and general partners on liquidity solutions for their portfolios, and being an intermediary for innovative capital and liquidity solutions for private markets issuers and investors. The ideal candidate will have 4 plus years of experience as a Secondaries Banker, have executed numerous GP-Led and or LP-Led transactions, and possess a healthy rolodex of GP relationships. Candidates for the position must possess prior experience in secondaries advisory. Experience in other investment banking disciplines prior to secondaries advisory is a plus. The job requires the ability to manage multiple projects under time constraints, interact effectively with clients, and drive strategic outcomes. Responsibilities: • Provide comprehensive liquidity solution services on GP-Led and LP-Led transactions for sponsor and LP clients., • Advise and execute liquidity solutions for GPs and LPs in private capital funds., • Understand and manage the valuation process on private company portfolios., • Collaborate with CastleOak's M&A team., • Manage GP and Counsel engagement., • With counsel, manage fund documentation due diligence process., • Provide expert product and market content as a trusted advisor to clients., • Possess and further cultivating a deep understanding of fund strategies., • Embrace a culture of collaboration and teamwork., • Willingness to travel extensively, keep meticulous records and work very closely with project management team and senior partners., • Ability to effectively market the Private Capital business externally to clients, at conferences, and within spheres of influence., • Understanding of the differentiated investment processes across our client base, having excellent follow up skills and a proven ability to close commitments. Required Qualifications: • Bachelor's degree, • Minimum of 4 years of secondaries banking experience, • Proven track record of success, • Reasonably deep understanding of the private capital markets including private equity, private credit, venture capital and alternative asset investments., • Mastery of GP-Led liquidity solutions, • Demonstrable track record of building long-term client relationships., • Ability to thrive in a fast-paced environment with a high degree of adaptability and resilience., • Self-starter with the ability to work effectively as part of a team., • Confident and self-aware with excellent interpersonal and communication skills, both written and verbal, • Personal and professional integrity of the highest order, • Series 63, SIE, and 7 or 79 licenses, or willingness to obtain within 3 months Location: New York Salary Range: Director $180,000-225,000; Managing Director $200,000 -$300,00 % Travel: 30-50% Work type: Full‐time, hybrid All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

Job Description Company Overview Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Accounting Associate below! Job Description We are seeking an Accounting Associate to join our Family Office team! This individual will be a key team member responsible for the daily accounting and operations for a portfolio of assigned families and/or engagements. If you have the skillset and experience needed for the role, including general accounting knowledge, an understanding of quality communication and responsiveness, an attention to detail regarding accuracy and timeliness, can anticipate needs through proactively seeking solutions, and following through on work and open items, then we encourage you to apply! Responsibilities include, but are not limited to: * Manage general ledger / chart of accounts and identify mistakes or errors * Follow Engagement’s standard operating procedures (SOP) * Ownership of bill pay: review and catch mistakes and ensure all invoices are entered within the system for processing * Ownership of family receivables: accounts receivable, loan and services such as preparation of invoices, issue resolution, and ensuring timely deposits * Treasury management: process and reconcile all activity for banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts * Prepare funding requests * Ownership of asset tracking process: real property, collectibles, other assets, and preparation of journal entries as necessary * Investment and partnership accounting: prepare journal entries and reconcile investment accounts * Reporting and analytical review with proficient use of software * Assist with tax return payments: follow tax deadlines to process payments in a timely manner (checks via certified mail / EFT via federal and state portals / EFT via banking system) * Communicate cash needed for tax payments to the team * Assist with estate related tasks and projects, as needed * Understand basic insurance program and identify key life events which trigger coverage adjustments * Occasionally assist with concierge special projects * Organize and process payroll for employees (household and / or business) as per the SOP and workflow * Relationship management: establish a working relationship with external providers and the family to ensure a professional working relationship * Communicate with team members proactively and continuously * Assist with ad hoc projects and family requests, as needed Qualifications * Minimum of an associate degree in accounting or related area * Bachelor's degree in accounting or related area preferred * 1-3 years prior accounting or related experiences, client service-oriented experience preferred * Proficient in general ledger software, bill pay software, Microsoft Office, & CRM systems Skills & Experiences for Success * Strong organizational skills, candidate can prioritize work and meet internal and external deadlines * Strong knowledge of debits, credits and general ledger / chart of accounts with the ability to adhere to previous categories and engagement specific processes * Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.) * Basic understanding of capital statements, capital calls and distributions, NAV / profit allocations and partnership allocations * Familiar with basic estate documents: wills, POA's, trusts, living will, etc. * Experience working in and/or knowledge of family offices and high net worth individuals a plus * Strong verbal and communication skills * Ability to recognize areas for process improvement and provide feedback to team for continued development of best practices * Willingness to participate in company events, understands the importance of firm culture * Eagerness to learn and attend training sessions to expand knowledge base Compensation & Benefits We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Job DescriptionCompany Description Do you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space? At Informa TechTarget, you’ll collaborate and grow alongside some of the industry’s most respected experts. You’ll work with leading brands and be exposed to world-shaping innovations. You’ll apply your energy and intellect to helping clients be faster to market and faster to revenue. We’re a vibrant community of world-class practitioners – over 2000 colleagues strong – with offices in 19 locations around the world. We’re traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100. About Informa TechTarget Informa TechTarget (Nasdaq: TTGT) informs, influences and connects the world’s technology buyers and sellers, to accelerate growth from R&D to ROI. With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets. Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with: • Trusted information that shapes the industry and informs investment, • Intelligence and advice that guides and influences strategy, • Advertising that grows reputation and establishes thought leadership, • Custom content that engages and prompts action For more information, visit informatechtarget.com and follow us on LinkedIn Job Description This position is open to candidates based in the Boston, New York City, Washington D.C. and Portland areas. We’re looking for a Manager, Marketing Operations and Analytics to join our team and help shape the future of an expanding GTM with business insights and scaled operations. As the Manager, Marketing Operations and Analytics, you will oversee reporting and analytics, manage complex projects across the Corporate Marketing team, and own third-party vendor relationships. You will collaborate with marketers, designers, and sales operations to implement and scale crucial strategies that deliver measurable results for multiple brands. In the near-term, this also includes helping manage a marketing automation platform migration. As a member of the Corporate Marketing team, you will be empowered to do this independently, and where appropriate, you will receive plenty of help and support. Key Responsibilities: Innovation & Project Management • Manage the project roadmap for the Marketing Operations team, • Provide top-notch quality assurance on outgoing deliverables, • Oversee and help optimize operational processes to maximize for effectiveness and efficiency, • Lead and maintain the Marketo platform, ensuring seamless integration with other marketing and CRM systems, such as Salesforce., • Develop and optimize marketing campaign processes to increase scale, drive efficiency and conversions through data-driven insights and integrated tech-stack, including developing nurture campaigns aligned to firm priorities for lead generation., • Identify opportunities for growth and development within the team to support long-term success., • Mentor and support team members on marketing automation best practices, Marketo usage, and quality control of the database, • Generate regular reports on marketing activities, providing insights and recommendations to senior management., • Develop knowledge of our core product offerings, audience selection, marketing tactics, and clientsQualifications, • 4-6 years of marketing operations and project management experience, • Strong understanding of Marketo, Salesforce, Zapier, • Familiarity with Drift, LeanData, WordPress, Tableau, • Likely to have B.S/B.A. in Marketing, Business, or related field experience, • An expert marketing operations and automation leader with strategic proficiency, • Collaborative and able to partner effectively with teams across the organization, • Highly organized and can balance multiple priorities simultaneously, • Experience with GDPR, CAN-SPAM, and data privacy, • Flexible and adaptable and can lead through uncertainty, • Able to influence without authority Additional Information We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely. TechTarget, Inc., doing business as Informa TechTarget, including its subsidiaries is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex (including pregnancy), age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. Informa TechTarget complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable federal, state or local law. Our benefits include: • Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment, • Broader impact: take up to four days per year to volunteer, with charity match funding available too, • Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves, • Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year, • Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount, • Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more, • Recognition for great work, with global awards and kudos programs This posting will automatically expire on September 15, 2025.

Job DescriptionAbout Us: Intelligo is a tech-enabled due diligence platform for global open source research into individuals and companies. We're a well-funded Series B company with proven product-market fit over a decade . Intelligo is based in Israel with employees in multiple countries and a hub in New York. Our mission is to empower trust. Some of the most sophisticated institutional investors, investment banks, law firms, and corporations use our AI-powered platform to manage the risk of transacting with new people and businesses. Our platform leverages technology to conduct research quickly, produce in-depth reports, and continuously monitor subjects with speed and accuracy. Combined with an intuitive interface, Intelligo makes ordering and taking delivery of reports easy and hassle free. About the role: We are looking for an experienced Account Executive to join our growing team. Ideally you'll have experience selling due diligence products and/or services to financial institutions, asset allocators, commercial real estate investors and/or corporate accounts. You'll be working directly with our Vice President of Sales and will play a crucial role in expanding our client base and accelerating revenue growth. This position can be remote and is based in the U.S. What you'll do: • Generate your own pipeline via multi-channel outbound hunting, in person conferences/events, and warm referrals., • Manage and close inbound qualified leads., • Identify and translate prospects' needs into thoughtful demos, POCs, and proposals., • Work closely with your colleagues in Account Management to onboard and activate new customers., • Cooperate with Account Management to pursue a "land and expand" approach to continually grow customer usage., • Tenaciously follow-through on all opportunities while overcoming objections., • Continuously refine your tactics, pitch, and approach., • Crush your sales quotas, • Work with Intelligo leadership to execute a thoughtful and effective market strategy.What it takes:, • 3-5+ years of experience closing new business in a related enhanced due diligence firm/investigative firm, background check provider, with specific experience in due diligence or compliance, • Experience selling into the Financial Services space, • Track record of success in a quota-carrying role, • True hunter mindset with the proven ability to identify and develop new sales opportunities and manage a pipeline with urgency, • Ability to map stakeholders and build new relationships at all levels of an organization, • Effectiveness on screen and in person: Zoom, conference, and in-person meetings, • Great presentation, communication, and Salesforce skills, • Bachelor's degree preferredWhat we offer:, • Competitive compensation package, including an uncapped and accelerating commission opportunity, • A very collaborative global group of colleagues, • A great revenue tech and data stack (Salesforce, Outreach, Preqin, ZoomInfo, Sales Navigator, Gong, etc.), • Generous PTO and vacation policy, • 401k automatic contribution, • Medical, Dental, and Vision insurance Please see our Applicant Privacy Notice here.

Job DescriptionCompany Information Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, real assets, and private equity. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities. Waterfall is headquartered in New York, with additional offices in London, and Dublin. As of June 1, 2025, Waterfall approximately $13.1 billion in assets under management. Job Description Waterfall Asset Management is searching for an infrastructure engineer with at least 8 years of experience. The individual will be primarily responsible for implementing and maintaining our cloud infrastructure as well as serve as a manager and escalation point for the helpdesk. We are a hybrid cloud environment across a private cloud, azure, and AWS. The infrastructure team provides foundational technology, engineering, security, and support systems that power the innovative services at the heart of Waterfall’s investment strategies. We’re looking for a highly motivated technologist driven to provide exemplary customer service in a global environment. The ideal candidate is a self-starter, possesses exceptional problem-solving skills, a collaborative mentality, and an ability to bring innovative ideas to life. The role offers great exposure to all aspects of technology as well as the many and varied areas of the hedge fund. Specific job responsibilities include: • Provide day to day systems administration and support, • Design and build performant, reliable, and scalable infrastructure in both Azure and AWS, • Working with development and application teams to deploy new technology, • Coordinate with an outsource technology support firm and co-manage 4 dedicated helpdesk support techs from this firm, • Work with additional external vendors as needed (compliance, off-site storage of backups, and business continuity), • Act as an escalation point to helpdesk to assist in issue resolution, • Retain all licenses, renewals, and upgrades from IT vendors, • Recommend and implement necessary upgrades to system infrastructure, • Manage and support market data and trading systems, • Maintain up to date documentation of procedures and site infrastructure, • Work with external vendors for compliance, off-site storage of backups, and business continuity, • 7-10 years’ experience in, • Proven engineering and operations experience in a globally distributed hybrid technology infrastructure, • Strong project and resource management skills with the ability to juggle competing deadlines, • Deep understanding of enterprise infrastructure technology including storage, network, computing, virtualization, and containerization, • Excellent communication, analytical and troubleshooting skills, • In-depth knowledge of Microsoft servers, Active directory, group policy, identity platforms, Microsoft 365 and associated services, • Advanced working knowledge of DNS, DHCP, and other TCP/IP –related protocols, • PowerShell and Batch scripting to automate daily tasks, • Solid understanding of business continuity including disaster recovery and data backup technologies, • Capable of multitasking effectively and efficiently in a high-paced environment, • Preferred financial industry experience including familiarity with market vendor applications, • Capacity to work independently with moderate supervision, • Ability to be flexible and successfully respond to multiple work pressures Powered by JazzHR mKn9Cv7XEi

Job DescriptionJob Title: Training & Documentation SpecialistLocation: 330 Madison Avenue, NYDuration: 3-6 Months CTHJob Summary:Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team.Your role: In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training Qualifications • Bachelor’s degree, • Prior teaching or mentoring experienced required or a degree in the educational field, • Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users, • Self-starter with the foresight to identify and execute next steps to see projects through to completion, • Ability to adapt to changing demands and business requirements, • Familiarity with Dealcloud a plus but not required. Extensive training will be provided, • Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus, • Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus, • Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus

Job DescriptionThis Position is located in Denver, Colorado, but is open to fully remote candidates.Title: Senior Tax Manager with Partner/Equity Shareholder Track Salary : $150k to $200k + Bonus Schedule: In-office is preferred, but we are open to hybrid or fully-remote candidates. Busy Season Hours range from 50 hours to 60 hours per week. About the firm: This is a boutique public accounting firm located in Denver, CO, and a member of the BDO Alliance. This firm provides Advisory, Tax Compliance, and Accounting Services to small and mid-sized businesses across the country. Clients served are in the Real Estate, Construction, Manufacturing, and various other industries. Responsibilities : • Develop and maintain effective client and staff relationships and actively participate in and manage client engagements – including presentations, planning, and execution., • Prepare and review complex federal and multi-state tax returns and workpapers for individuals, partnerships, trusts, and corporations as well as estimated payments and extensions, and communicate directly with clients on various related matters., • Proactively work with staff to ensure individual and business tax returns are completed accurately and on time while providing ongoing learning opportunities that encourage growth., • Work with clients to gather relevant tax-related information from the client so an accurate tax return can be prepared., • Conduct research and evaluate tax situations from various angles to ensure the maximum tax benefit is applied, enhancing business owner cash flows., • Review and respond to federal and state inquiries and tax notices., • Participate in collaboration between departments and alongside the executive team to ensure the firm continues its positive growth trajectory.Qualifications :, • Bachelor’s Degree in a related field as well as an active CPA license., • Master's Degree a plus., • 7 + years of relevant income tax experience with an advanced understanding of S-corp basis, partnership allocations, tax liability analysis, and planning., • Advanced technical tax skills with a focus on pass-through entities and their principals, especially with real estate expertise in 1031s, TICs, QOZ/Fs, funds, and investment syndications., • 1041 experience is a plus., • High Net Worth experience., • Business Advisory Skills, • Exceptional written and oral communications., • Advanced technology proficiency with expert-level proficiency in Microsoft Excel., • Recent experience using CCH ProSystems Fx or Axcess. To be considered for this position, please send your resume to or call/text 307.533.5788. Fresh Squeezed Talent, LLC does not engage in discriminatory practices in the acceptance or denial of Candidates based on race, age, gender, color, religion, sexual orientation, gender identity, disability, marital status, military status, genetic information, or any other legally protected characteristics. #hc149236

Job Description Join TRG Screen: Building World-Class Teams. One Expert at a Time. Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation? At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth. Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound. About TRG Screen TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India. TRG Screen is a portfolio company of Vista Equity Partners, one of the world's largest and most respected private equity firms. Executive Assistant Job Description TRG Screen is seeking an Executive Assistant that will be responsible for providing high-level administrative support to senior level executives within the company, including but not limited to managing their schedule, travel, and expenses. The ideal candidate is highly organized, detail-oriented, pragmatic, an expert multi-tasker and is not easily overwhelmed. Additionally, the EA is comfortable interfacing with all levels of internal management and staff as well as outside clients, vendors, and candidates in a fast-paced environment. This role maintains and protects highly confidential corporate information, is the first point of contact both internally and externally and works independently with minimal supervision or direction. Responsibilities • 2+ years administrative support experience within a fast-paced professional environment; private equity, investment banking, law firm or professional services experience a plus, • This position requires the ability to work onsite at the New York City office/headquarters 1-2 times per week, as needed., • Proactive and pragmatic, considers all scenarios, gathers all pertinent information before communicating, • Strong attention to detail, follow-up and excellent organizational skills, • Ability to treat sensitive and confidential information with appropriate discretion, • Strong sense of urgency, adaptability, flexibility and resourcefulness, • Ability to function professionally under pressure, while managing multiple concurrent projects and deadlines, • Proficiency in Microsoft Office, including Outlook, Word, and Excel; PowerPoint a plus, • Must possess personal tact and good judgment; excellent interpersonal, written and verbal communication skills, • Occasional after-hours work may be required At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change. We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply.

Job Description Vistrada is seeking an Experienced Business/Systems Analyst with consulting experience. The candidate would be responsible for working with clients to gather user requirements, document various business processes and workflows, develop logical data models, develop testing strategies and plans, and to continually grow your professional skills through company provided and external training. We are open to candidates with at least 3 years of solid experience looking to grow their career and who has led or looking to lead others. Note: This position can be remote and requires travel/office time when appropriate. Prefer candidates in states in which Vistrada already operates, including: New York, Florida, Illinois, Maryland, New Hampshire & Texas. Required Experience: • 3+ years of experience in a mix of roles as a business analyst and/or developer, preferably with a Big 4 or other consulting firm, • Strong analytical and problem-solving skills with a history of learning and adapting quickly, • Excellent written, verbal, and consultative skills (e.g., professionalism, collaboration, negotiation, conflict resolution, quick learner, etc.), • Strong process and data analysis/modeling experience, • Understanding of application software components, application development and application testing required, • Conducted QA test planning, including execution, maintenance and resolution of issues with automated test scripts., • Demonstrated ability to communicate with both technical and non-technical personnel in cross-functional teams, • Self-starter working in a fast-paced, deadline-driven, team environment, • Experience with Big 4 consulting firms, • Communicate complex technical details in meaningful business context, • Medical and Dental, • 401K Match, • Discretionary bonus and profit sharing, • PTO to match your needs, • Paid Company Holidays, • Training Vistrada is a services firm focused across Business, Technology, Risk Management and Cybersecurity. We are dedicated to helping clients plan, design, implement and manage programs that generate revenue, manage risk, costs, and build their business. Vistrada distinguishes itself by providing seasoned expertise with a flexible team structure allowing agility and responsiveness to our client’s evolving needs. This ensures we bring the right team at the right time while optimizing the client’s investment. Powered by JazzHR W6t7qqevD1

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Build, develop and lead a strong finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department., • Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions, • Ensure that standardized financial management policies and procedures are in place and followed; Evaluate internal controls and maintain a system of controls over accounting transactions., • Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives., • Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, including client funded accounts and provide investment oversight, including cash management., • Direct annual budget process. Oversee short-and long-term financial health of organization. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments., • Provide strategic fiscal planning to offer a basis for future decision-making in the organization, including future expansion., • Present financial, legal and other operational issues to the Senior Management and Firm Advisory Board., • Review employee benefit plans and annual renewal analysis., • Oversee the Firm's agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification., • Coordinate filing of tax return and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Manage the financial tax and local reporting and ensure that it is timely and accurate. Preparation of annual K-1 tax worksheets/schedules and coordinate with external auditors for annual benefit plan reviews., • BS in Accounting, Finance or Business required., • CPA certification or MBA degree is strongly preferred., • Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level., • At least 10 years of experience in the professional services industry., • M&A and Capital Financing experience preferred., • Experience with NetSuite or comparable ERP platform valued., • Experience overseeing a multiple office environment preferred., • Advanced Excel skills and proficiency in Word and PowerPoint., • Strong appreciation for procedure, process and operational excellence., • Excellent presentation skills; strong executive presence and public speaking ability., • Strong network of external professional contacts. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. #LI-Hybrid

Job Description In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. Core Responsibilities: * Lead a team of tax professionals in delivering comprehensive tax services to clients. * Drive business development initiatives and contribute to the growth of the firm. * Provide expert guidance and mentorship to team members. * Ensure compliance with tax laws and regulations. * Develop and maintain strong client relationships. Qualifications: * Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. * Bachelors degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent). * Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results. * Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential. * Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders. * Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Benefits: * Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. * Relocation support, including accommodation, transportation, and flights for the candidate and their family. * Pension contribution and generous vacation allowance, including additional closure periods. Note: Your CV and personal information will be handled with the utmost care and discretion. We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job DescriptionTax Associate Attorney– Fund Formation (3rd–5th Year) Location: Chicago or New York Direct Counsel is seeking a mid-level Tax Associate to join a nationally recognized Am Law 100 firm with a robust fund formation practice. This position offers the opportunity to work on cutting-edge matters for a broad range of investment funds and sponsors across venture capital, private equity, and joint ventures. Key Responsibilities: * Advise fund sponsors and institutional investors on tax aspects of fund formation, primary and secondary investments, and related transactions. * Work closely with clients on structuring, drafting, and negotiating fund documents from a tax perspective. * Collaborate with multidisciplinary teams across corporate, securities, and regulatory practice areas. * Manage multiple active matters with efficiency and attention to detail. Ideal Candidate Qualifications: * 3–5 years of experience in fund-related tax matters, preferably at a large law firm or boutique with a focus on venture capital and private equity funds. * Demonstrated ability to analyze complex tax issues and propose effective solutions. * Strong academic credentials from a top-tier law school. * Excellent client communication skills and a proactive, team-oriented mindset. Compensation & Benefits: * Competitive annual base salary ranging from $260,000–$365,000 (final offer based on experience, location, and qualifications). * Comprehensive benefits package including medical, dental, and vision insurance; life and disability coverage; HSA/FSA options; 401(k); commuter benefits; generous vacation and parental leave; fertility assistance; and backup family care. This is an exceptional opportunity to deepen your expertise in fund formation tax matters while working with sophisticated clients in a highly collaborative and supportive environment.

Job DescriptionAlternative Investment Internal Sales Specialist with Large Financial Client 3x onsite per week in NYC Full time Position Salary Range- 70-95k salary based on experience • Serve as the primary point of contact for sales and service inquiries., • Generate alternative investment product sales in partnership with external sales partner, • Become an expert on the merits of alternative investments and promote adoption of offerings across our client’s wealth platform., • Travel in coverage territory as requested by external sales partners to meet clients and prospects or attend conferences and events., • Work with our wealth client’s Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events and corresponding follow-up., • Work in close partnership with asset management partners to raise capital for offerings., • Mandatory CRM usage and maintenance of activity, advisor profiles, and pipeline capture. Qualifications, • Bachelor’s degree, • 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g. internal wholesaler, product specialist, or national accounts coverage), • Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process, • Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real asset offerings, • CFA and CAIA charter holders are preferred, • Must obtain CAIA within 3 years of hire, • Series 7 & 63 licenses are required Estimated Min Rate: $70000 Estimated Max Rate: $95000 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. Company DescriptionFounded in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations. Company Website: in 1940, Yoh operates from 75 locations throughout North America and is headquartered in Philadelphia, PA. Yoh was the nation’s first technology staffing firm. As a business unit of Day & Zimmermann, Yoh has a flourishing global footprint, as our parent company operates from more than 150 worldwide locations.\r\nCompany Website:

Job Description JOB SUMMARY: Represent mortgage servicer and investor clients in residential and commercial foreclosure, title and general real estate litigation, including consumer claims directly against the firm’s clients. This position includes, but is not limited to, making appearances in state and federal court for routine and contested hearings, reviewing incoming litigation and developing case strategy, drafting documents, conducting discovery, trials and evidentiary hearings, state and federal appeals, and settlement negotiations. Position may be in-office, hybrid or fully remote depending on the successful candidate’s overall qualifications. DUTIES & RESPONSIBILITIES: • Manage and handle case load of contested foreclosures, defensive litigation and ancillary matters on behalf of mortgage servicers and investors., • Prosecute commercial foreclosures from start to finish., • Analyze loan files, title reports, and other client documents., • Draft motions, pleadings, settlement agreements, discovery demands and responses., • Appear in court for settlement, case management conferences, motion arguments, trials, hearings and appeals., • Communicate with clients to ensure quality representation and implementation of all client directives, including electronic communication through various online portals used by clients., • Collaborate with support staff for preparation and execution of documents to be signed by the client, filed with the court and/or for internal or client reporting purposes., • Research and analyze difficult client cases and collaborate with partners as to client advice and potential resolution., • Create matter budgets and seek fee approval from clients as per their requirements; track billable and non-billable time. SUPERVISORY RESPONSIBILITIES: This job may require supervisory responsibilities EDUCATION & WORK EXPERIENCE: • J.D. degree, bar license in good standing in New York required, • Bar license in New Jersey, Pennsylvania and/or Connecticut not required but a plus, • Minimum 10 years relevant litigation experience preferred but less experience will be considered for an otherwise qualified candidate, • Substantial knowledge and experience with New York Mortgage Foreclosure Law and practice is required. KNOWLEDGE, SKILLS, & ABILITIES: • Effectively manage time and priorities, • Keep confidences, • Strong writing skills, • Ability to effectively communicate written and oral, • Ability to work independently or in a group/team setting, • Ability to maintain high level of professionalism amidst any challenges, • Ability to interact and communicate well with clients, staff, peers and management of all levels, • Ability to maintain positive attitude PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit, talk, or hear. The employee is occasionally required to stand, walk, use hands to finger, handle, or feel; reach with hands and arms, and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision. Company DescriptionMcCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel. McCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.McCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel.\r\n\r\nMcCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description A phenomenal investment firm in MIDTOWN EAST is seeking an energetic, poised, and eager Executive Assistant to join their IR Team. This is an incredible opportunity for an EA to get hands-on experience within investor relations while working alongside a wonderful team. The company values a great culture of team-oriented individuals. This role is full time in office Monday- Friday, 9am-5pm. $95-105k base + discretionary bonus + comprehensive benefits package Responsibilities include but are not limited to: • Manage and organize complex calendars, scheduling internal/external meetings, prioritizing the teams time, • Coordinate international and domestic travel including flights, hotel reservations, ground transportation, dining reservations; creating detailed itineraries, • Overseeing/completing monthly expense reports and handling follow-ups as needed, • Assist in the coordination and preparation of materials for meetings, including agendas, presentations, book binding, • Working with the CRM system, DealCloud managing notes, contacts, updates, investor tracking, • Event planning (as needed) including investor meetings/roadshows/conferences, • Adhoc projects Qualifications: Bachelor’s Degree 3+ years of related experience working in an assistant role, preferably within IR • Microsoft Office (Outlook, Word, Excel) skills

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Document Management Coordinator LOCATION: New York City or Jacksonville, FL (hybrid), or Fully Remote in the United States SALARY: $45,000 to $50,000 base salary plus equity The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for high-performing operators to support that transformation. Canoe is seeking a Document Management Coordinator to monitor our document collection process across investor portals and email inboxes. The Coordinator will play a critical role in ensuring the timeliness and completeness of document capture for Canoe’s clients. This role is designed for a highly detail-oriented and organized individual who can reconcile system outputs versus expected results. The Document Management Coordinator will monitor investor portal activity and escalate issues as needed. This is an excellent opportunity for someone looking to gain exposure to alternative investments and financial technology through a data operations-focused role. What You’ll Do: • Reconcile collected documents against expected reporting calendars, • Manage detailed logs on document collection, ensuring all required files are captured accurately and on time, • Monitor shared inboxes for actionable tasks, • Track, reconcile, and escalate document anomalies against expectation statuses against internal reports and data, • Bachelor’s degree preferred; relevant experience in fund operations a plus, • 0–2 years of relevant work or internship experience; prior exposure to financial services or operations is helpful but not required, • Strong attention to detail and organizational skills, with the ability to complete repetitive tasks accurately, • Comfortable working with multiple systems and platforms simultaneously, • Proficiency in GSuite and Microsoft Office Suite, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 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 H&H is seeking a dynamic leader to lead North Region Marketing from our New York City headquarters, overseeing a team of professionals with a focus on mentoring, strategic marketing, and winning proposals. With over 138 years of experience, H&H is a trusted full-service infrastructure engineering firm. Our clients, including infrastructure owners, contractors, and colleagues, rely on us for intricate and innovative engineering solutions. They trust our time-tested ability to manage the entire life cycle of a project, from the study and planning phase through to design and construction. With over 600 talented employees located across 30 offices nationwide, H&H can efficiently and effectively handle assignments of all sizes, types, and delivery methods around the country and across the globe. Responsibilities • Track new opportunities and assign marketing leads and resources., • Train and mentor proposal staff on best practices; collaborate with the Director of Marketing to deliver ongoing team-wide training sessions., • Oversee time and workload management for the North Region Marketing Team, including leading weekly workload discussions and reallocating resources as necessary., • Establish initiatives aligned with H&H Marketing’s strategic goals. Identify personnel, timelines, and resources. Lead initiatives with input from the Marketing Director., • Develop campaigns and a marketing calendar to support strategic business objectives (new markets, clients, capabilities)., • Run selected client management (CM) meetings; participate in regional CM meetings., • Lead career planning and progression for direct reports; participate in annual reviews and hiring activities., • Assist in budget development and planning; track spending and provide feedback to the Director of Marketing on return on investment. Pursuit Management • Review regional proposals to ensure alignment with H&H’s policies, best practices, and quality standards., • Manage high-profile, must-win pursuits, including major design-build and alternative delivery projects, and collaborate with practice leaders on strategic pre-positioning., • Lead preparation for interviews, including coaching on strategy, style, and body language. Marketing and BD Strategy • Lead development and execution of strategic marketing and BD campaigns for the North Region, aligning with client insights and H&H’s business goals in collaboration with local and practice leaders., • Participate in event pre-planning and debrief sessions., • Develop and deliver professional development training for technical and marketing staff through H&H University., • Skills and Capabilities, • Exceptional communicator with advanced verbal, written, and visual skills; strong interpersonal and relationship management abilities to influence stakeholders and collaborate across diverse teams., • Demonstrates professionalism and integrity under pressure, consistently delivering results in high-stakes environments., • Bachelor’s degree in Marketing, Communications, Business, or related field., • 10+ years in a progressively senior management role., • APMP, CPSM, or similar certification (preferred)., • Experience leading teams across multiple offices and locations and managing multi-firm joint ventures and external partner teams., • Proven track record managing major engineering or construction pursuits ($ 100 M+ in construction value)., • Thorough understanding of proposal and marketing best practices, and strong knowledge of delivery models, including Design-Build, Progressive Design-Build, and CMGC. Salary Range- $160,000-$175,000 annually. Salary commensurate with experience. We offer a professional work environment, competitive salary, benefits package and 401(k). EOE M/F/ DISABILITY/VETS

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Account Manager We are looking for an Account Manager to nurture and expand our client relationships. As an Account Manager at Arch, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Account Management team as we expand and scale our reach to new users. Our objectives for the role: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 2+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Our global law firm client seeks a Tax Controversy attorney for their New Have, New York or Boston offices. The focus of this role will be representing clients in federal and state tax controversies. While most often this will involve voluntary disclosure cases (such as streamlined foreign offshore filings and IRS Criminal Investigation Voluntary Disclosure Practice submissions) and audits, this role can span the full spectrum of Tax Controversy, including, but not limited to, appeals, fast track mediation, amnesty filings, tax court, collections, and competent authority requests. Key Skills and Experience • Qualified lawyer (minimum 2 years of experience with either a law or CPA firm, no maximum);, • Strong research, drafting, analytical, and communication skills;, • Strong project management capabilities;, • Ability to manage multiple cases and filing deadlines;, • Demonstrable tax controversy experience, e.g., clerkship with Tax Court, prior work experience for or experience representing taxpayers before the Internal Revenue Service with a law or CPA firm (such as in an audit, voluntary disclosure or collections matter), or government agency in a civil or criminal tax capacity;, • International tax and reporting experience a plus (ex. FBARs, PFICs, CFCs, trusts, CTA, CRS, FATCA);, • Experience reviewing federal and state income tax returns, including international informational reporting forms, as well as associated documentation, e.g., bank and investment account statements;, • Ability to distill and summarize pertinent information, interpret tax laws, and help resolve clients tax issues related to their individual, entity, trusts & estates, domestic and international tax matters;, • Capability to prepare written responses to governmental authorities;, • Strong interpersonal and negotiation skills to build rapport with IRS agents and other governmental personnel to favorably settle client tax matters;, • Aptitude with Microsoft Excel and the ability to project tax, interest, and penalty assessments;, • Competent at producing Microsoft PowerPoint entity and flow charts;, • Comfortable with phone, video, and in-person contact with government officials and clients; and, • Strong academic credentials (JD required; LLM, CPA, MS Tax would be a plus), • Admitted in CT (or other state and willing to take/waive into the CT Bar)

Job DescriptionMid-Level Investment Funds Associate Attorney Direct Counsel is seeking a Mid-Level Investment Funds Associate to join a prestigious Am Law 100 firm. This position is open to multiple office locations, including Chicago, Austin, Boston, New York, Philadelphia, San Francisco, and Washington, D.C. Position Summary The firm is seeking a mid-level associate to join its Investment Funds group. The ideal candidate will have substantial experience with investments in, or the formation of, domestic and international private equity, real estate, venture capital, and hedge funds. Candidates with experience in secondary transactions, structuring separately managed accounts, and structuring carry vehicles are preferred. Qualifications * Education: J.D. from an accredited law school. * Bar Admission: Must be admitted to practice in the jurisdiction in which you are applying. * Experience: 5+ years of relevant investment funds experience within a top-tier law firm. * Technical Skills: Strong knowledge of securities law and fund formation structures. Key Responsibilities * Advising clients on fund formation, private equity investments, and regulatory compliance. * Drafting and negotiating key fund documents, including limited partnership agreements, subscription agreements, and private placement memoranda. * Assisting in structuring separately managed accounts and secondary transactions. * Advising fund sponsors and institutional investors on investment strategies and legal risks. * Ensuring compliance with U.S. and international securities laws. Job Competencies & Desired Skills * Strong analytical and writing skills * Attention to detail and good business judgment * Excellent organizational and communication skills * Ability to work collaboratively and independently * Research and problem-solving skills * Ability to manage and influence stakeholders * Strong negotiation and drafting abilities Work Environment & Expectations * Hybrid work environment – regular in-office presence with some flexibility for remote work. * Must be able to work under pressure and manage competing demands in a fast-paced legal setting. * Expected to engage in physical and sedentary activities such as working on a computer for extended periods and participating in virtual or in-person meetings. * Compliance with all firm policies and professional ethics. Compensation & Benefits * Salary Range: $310,000 - $390,000 per year, commensurate with experience. * Benefits: Comprehensive medical, dental, and vision insurance, 401(k), and other firm benefits. Application Process * Candidates must apply directly through the firm’s online application portal. * Reasonable accommodations will be made upon request to ensure accessibility throughout the selection process. Equal Opportunity Employer Statement This Am Law 100 firm is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.