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Manager, Asset Management Risk (Crypto) Note: Fidelity is not providing immigration sponsorship for this position. The Manager, Asset Management Risk (Crypto) is responsible for delivering operational risk oversight for Fidelity Digital Asset Management and its related businesses. In this role, you will work across business, technology, product, legal, compliance, and operations to assess operational readiness for launching innovative crypto and blockchain products. You will evaluate, communicate, and manage operational risks associated with digital-asset initiatives and emerging regulatory developments, while developing tools and analytics to monitor operational risks across Fidelity’s digital‑assets ecosystem. The ideal candidate brings experience shaping end‑to‑end product operating models, identifying control gaps early, and partnering closely with product teams to embed strong risk and control practices throughout the product lifecycle. They possess deep technical and business expertise across blockchains, token standards, cryptocurrency products and services, and the broader DeFi ecosystem, paired with exceptional communication, presentation, and writing skills. We are seeking a strategic problem solver with a consulting mindset, creativity, analytical rigor, outstanding organizational skills, and meticulous attention to detail. The candidate should also demonstrate an entrepreneurial mindset—proactively seeking answers, driving resolution in ambiguous environments, and navigating novel blockchain‑related risk concepts with confidence. They must be comfortable operating amid uncertainty, independently exploring solutions, and shaping frameworks where established guidance may not yet exist. Support the development and launch of innovative new products involving crypto and blockchain technology in a risk-managed way Perform proactive and targeted data analysis and risk assessments to identify risks for management. Protect Fidelity by demonstrating and furthering standards related to process/risk/control frameworks and risk assessments as they relate to crypto products. The Expertise and Skills You Bring 5+ years of relevant work experience, ideally building crypto/blockchain products and services Deep understanding of blockchain features and capabilities, including but not limited to: • Blockchain transactions and the ability to conduct blockchain analysis, with experience in trade execution, settlement, and reconciliation processes for crypto assets, • Blockchain Architecture (L1s, L2s, cross-bridges, and oracles), • Crypto market structure (trade execution venues, derivatives market, regulatory frameworks, and liquidity providers), • Tokenization (on-chain asset creation, token standards, use cases, operational considerations), • Smart Contracts (vulnerabilities, permission structure, interpreting audit reports), • Staking (e.g., delegation models), • Crypto custody (hot/cold wallets, private key management, and working knowledge of multi-signature vs multi-party computation arrangements) Strong interpersonal skills, with a demonstrated ability to partner and influence across the organization and collaborate in an interdisciplinary fashion Dexterity in cultivating close working relationships with business, technology, operations, legal, and compliance teams Comfort navigating ambiguity and working in a high-growth, fast-paced environment Demonstrated ability to operate autonomously to achieve results in a dynamic organization where priorities shift to meet evolving business needs Executive level presentation skills Natural intellectual curiosity, initiative, and love for learning new skills and capabilities, with a desire to stay abreast of the latest innovations across the industry Financial services experience, in combination with the skills mentioned above, is preferred Project management experience a plus Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & programming languages, a plus CFA and/or FRM certifications a plus Bachelor’s degree required The Team Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Risk

The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. Expertise in designing data architecture, reconciliation, and control frameworks. Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes Visionary yet pragmatic leader who combines strategic insight with operational execution. Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Investment Operations

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President to join our Alternatives Real Estate Investment Team.. This role is located in New York, NY (4 days in office expectation). In this role, you’ll make an impact in the following ways: • Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients, including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives., • Direct processes and resource allocation to determine the net asset value (NAV) for assigned funds across multiple sectors for each measurement cycle., • Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting., • Set priorities for processes that verify completeness and accuracy of disclosures in financial statements and provide guidance to teams to maintain accounting records in accordance with departmental policies., • Evaluate GAAP and/or IFRS rules to assess the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation., • Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting details effectively., • Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and team effectiveness., • Oversee relationships with auditors and clients to ensure financial reports accurately depict fund performance., • Manage multiple Fund/Client Accounting teams primarily through subordinate managers and contribute to achieving multiple team objectives. To be successful in this role, we’re seeking the following: • Bachelor’s degree in accounting or equivalent combination of education and experience., • 8+ years of total work experience with at least 1-3 years in management preferred., • Experience at a Big 4 accounting firm preferred., • Strong knowledge of GAAP and IFRS accounting standards., • Proven leadership and team development skills. At BNY, our culture speaks for itself, check out the latest BNY news at: _ _ Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

We’re partnering with a leading global investment firm to hire a Workplace Services Associate (Food & Events) for their NYC office (Hudson Yards). This is a great opportunity to join a well-established, collaborative team supporting day-to-day catering operations and event logistics in a highly professional corporate environment. What you’ll be doing: • Manage catering requests for meetings and events through an internal system, • Coordinate closely with on-site vendors (food services and facilities) to ensure seamless execution, • Review menus, dietary restrictions, and meeting requirements to support event planning, • Oversee room setup and ensure meetings are properly prepared and running smoothly, • Support light hands-on tasks as needed and assist with high-volume visitor flow during busy periods What they’re looking for: • ~1–3+ years of experience in food services, hospitality, catering, or events, • Strong organizational skills and ability to manage multiple requests at once, • Comfortable working with vendors and operating in a process-driven environment, • Team-oriented, adaptable, and service-focused, • Interest in or exposure to a corporate setting is a plus Role details: • (NYC) – hybrid (Tues–Thurs onsite; Mon/Fri remote flexibility), • 6-month long-term assignment covering a leave (potential to extend, not expected to convert), • Salaried role (prorated for the duration) with benefits, • Standard hours ~8:30–5:30 with additional hours during busier periods (events, summer intern season) Compensation: The full-time equivalent salary range for this role is $70,000–$80,000 annually, prorated for the 6-month assignment, along with benefits during the assignment period.

Job Purpose: Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure. Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform. Duties & Responsibilities: • Serve as the first point of contact for customers needing technical assistance., • Must work East Coast Market hours, • Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues, • Troubleshoot hardware, Windows 10, Windows 11 and application issues, • Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones, • Install and manage Spyware/Malware tools, • Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay, • Provide first level network support and troubleshooting for both wireless and wired configurations, • A basic understanding of Active Directory at the Organization Unit level, • Troubleshoot Cisco Phone systems / Video conference Requirements & Qualifications: • Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support., • Experience with incident management/ticketing system like ServiceNow, • Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365, • Experience with System Center Configuration Manager/Endpoint Manager, • Experience with patch management and application deployment, • Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices, • Ability to thrive in a fast-paced environment and work effectively under pressure, • Experience providing ongoing support to C-suite executives, • Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred, • High school degree required; college degree strongly preferred, • Must be willing to get MS900 certification Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type, • No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx.

Job Purpose: The Associate will support a Senior Analyst in the Healthcare sector, focused on Biotechnology, with an emphasis on companies where applied chemistry, process development, formulation, and manufacturability (CMC) are key drivers of value. The Associate will conduct primary research and fundamental analysis, build and maintain financial models, and help author differentiated research that translates scientific/technical insights into clear investment conclusions. The ideal candidate is a self-starter with strong analytical rigor, excellent writing skills, and a Master’s-level foundation in Chemical Engineering and applied chemistry. Duties & Responsibilities: Research, Diligence & Technical Analysis • Perform deep diligence on biotech platforms and products where chemistry and process matter, including (as applicable): ADCs, oligonucleotides/siRNA, peptides, radiopharmaceuticals, LNP/delivery systems, biologics formulation, and chemistry-enabled tools., • Evaluate CMC and scale-up risk across development stages (preclinical through commercial), including:, • Synthetic route/process complexity, yield/throughput considerations, impurity profiles, stability and degradation pathways, • Formulation constraints, cold-chain/logistics considerations, and analytical characterization/assay robustness, • CDMO/manufacturing capacity, tech transfer risk, and timeline sensitivities impacting commercial readiness., • Translate technical findings into investment-relevant outputs (e.g., probability-of-success adjustments, timeline shifts, COGS/margin sensitivities, competitive differentiation). Primary Research & Channel Work • Conduct primary research through KOL outreach, expert calls, surveys/polling, and other proprietary data collection to support thesis formation and ongoing monitoring., • Track and synthesize industry trends (pipeline activity, platform adoption, competitive read-throughs, regulatory/CMC expectations) and communicate actionable takeaways. Financial Analysis & Modeling • Build and maintain company financial models (forecasting, scenario analysis, valuation work) for use in updates, investment recommendations, and client discussions., • Incorporate development-stage considerations into models (e.g., stage-based forecasting and key catalyst timing that can shift valuation outcomes). Writing, Publication & Team Support • Assist in drafting and publishing research: initiations, earnings notes, catalyst previews/recaps, thematic reports, and breaking-news updates., • Keep the Senior Analyst informed of daily news flow, filings, data releases, and relevant market developments; propose implications and next steps quickly. Relationship Management (As You Develop) • Help maintain and grow relationships with company management teams, industry/academic contacts, internal Sales & Trading partners, and institutional investors., • Contribute thoughtful questions for management meetings and investor calls, with a focus on chemistry, CMC readiness, and commercialization feasibility. Requirements & Qualifications: • Master’s degree in chemical engineering preferred with demonstrated strength in applied chemistry (e.g., reaction engineering, separations/purification, formulation, analytical characterization, process development/scale-up)., • Demonstrated interest in Biotechnology and life sciences investing; ability to connect scientific/engineering details to business and valuation outcomes., • Strong financial aptitude and willingness to build expertise in modeling, forecasting, and valuation (advanced Excel required)., • Excellent written and verbal communication skills; ability to explain complex technical concepts clearly to non-technical audiences., • Highly organized, detail-oriented, and able to thrive in a fast-paced, deadline-driven environment., • Strong work ethic, resourcefulness, and critical/creative thinking. Additional Skills: • 1–3 years of experience in equity research, investment banking, consulting, or biopharma industry roles (process development, analytical development, manufacturing/CMC, QA/QC, or related)., • Familiarity with biopharma development and regulatory context as it relates to CMC (e.g., comparability, stability programs, method validation concepts)., • Experience with scientific literature review and interpreting preclinical/clinical datasets in conjunction with chemistry/manufacturing constraints., • SIE, Series 63, 86 & 87 preferred (not required upon hiring). Important Notes: • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type, • No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs., • The current estimated base salary range for this role is $125,000.00 - $150,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx.

Job Title: Equity Research Associate – Power Technology and Infrastructure Location: New York, NY Firm Overview: Cantor Fitzgerald, with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations worldwide. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and strong relationship building. Our structure allows us to respond quickly to client needs, develop solutions to complex challenges, and attract talented individuals driven to succeed in a collaborative, entrepreneurial environment. Responsibilities: Cantor Fitzgerald is seeking a highly motivated Equity Research Associate to join its Industrials and Infrastructure research team in New York City. This role offers the opportunity to work closely with a senior analyst covering leading companies in the sector and to contribute meaningfully to research used by top institutional investors. The position provides strong exposure to company management teams, institutional clients, and internal partners in a fast-paced, intellectually demanding environment. Key responsibilities include: • Assisting in the preparation of comprehensive equity research reports on companies within the Industrials and Infrastructure sectors, • Building, maintaining, and updating detailed financial models, forecasts, and valuation analyses, • Conducting primary and secondary research, including channel checks, expert interviews, and broader industry analysis, • Participating in meetings and calls with company management teams and industry experts, • Collaborating with sales and trading professionals to communicate research insights to institutional clients, • Attending investor meetings and industry conferences to enhance sector knowledge and support relationship-building Qualifications: Educational Qualifications: • Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field preferred Minimum Requirements: • Strong academic background with demonstrated analytical and quantitative capabilities, • Experience or demonstrated ability in financial modeling, valuation techniques, and investment research, • High attention to detail with strong written and verbal communication skills, • Intellectual curiosity, persistence, and a proactive, self-starting mindset, • Ability to manage multiple projects and deadlines in a fast-paced environment, • Strong team player who thrives in a collaborative and learning-oriented culture Preferred Qualifications: • Prior full-time experience in equity research, investment banking, or a related financial role, • CFA designation or active candidacy is a plus Salary: $120,000 – $140,000 The actual base salary will be determined on an individualized basis considering a wide range of factors, including but not limited to relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off, and a 401(k) retirement plan), this position may be eligible for additional compensation, including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). We do not accept unsolicited resumes, candidate referrals, or outreach from third-party recruiters or staffing agencies. Any such submissions will be considered property of Cantor Fitzgerald and will not be eligible for any placement fee. Recruiters must have a signed agreement with our Talent Acquisition team and be invited to submit candidates for a specific role. Direct contact with hiring managers or employees is strictly prohibited.

HOW TO APPLY Click the "Easy Apply" button above and upload your resume. ABOUT FINSIGHT FINSIGHT is a New York–based fintech company focused on transforming the way capital markets operate. We develop technology and deliver data solutions that empower leading investment banks, Fortune 1000 companies, and investors to accelerate data-driven decision-making across equity, debt, M&A, and corporate finance transactions. Headquartered in Midtown Manhattan, FINSIGHT maintains a global presence with offices in London, Miami, Toronto, Hong Kong, Singapore, and Metro Manila. Founded in 2013, the firm is privately held, employee-owned, and consistently profitable. ROLE OVERVIEW We are seeking a dynamic, self-motivated, and intellectually curious professional to support the continued growth of our CreditFlow product. This role will focus on client retention and new business development across the U.S. market. Key responsibilities include maintaining regular engagement with clients, providing product updates, managing renewals, coordinating meetings with key stakeholders, and delivering product demonstrations. Over time, the role will expand to include direct sales responsibilities across both existing and prospective accounts. This position reports to the Head of Capital Markets Data & Research and ultimately to the President, with close collaboration across the broader sales organization. Candidates who excel in critical thinking, relationship-building, and fast-paced environments are encouraged to apply for this role. Responsibilities • Manage the renewal process for existing clients, including outreach, contract negotiation, and execution, • Maintain and grow relationships with current clients through regular meetings, events, and product updates, with a focus on upselling and cross-selling opportunities, • Schedule and conduct product demonstrations via web, phone, and in-person meetings, • Lead and support client and prospect presentations, effectively communicating the value proposition of the CreditFlow platform, • Manage the full sales lifecycle, from initial prospecting through contract execution, • Oversee client onboarding and deliver ongoing product training, • Provide real-time market feedback to inform product development initiatives, • Respond promptly to client inquiries and coordinate with internal teams as needed, • Maintain accurate and up-to-date records in the CRM system, including notes, next steps, and client interactions, • Develop a deep understanding of FINSIGHT’s product suite, client workflows, and use cases, • Prepare for and represent FINSIGHT at industry conferences, including pre-event outreach and meeting coordination WHAT YOU BRING Hard Skills • Minimum 1–2 years of experience in account management and/or sales, • Experience engaging directly with clients or prospects (e.g., cold outreach, email campaigns), • Strong written and verbal communication skills, • Proficiency in Google Workspace and Microsoft Office Suite Soft Skills • Strong client-focused mindset, • Highly self-motivated, organized, and goal-oriented, • Exceptional attention to detail, • Ability to work independently while contributing to a team environment, • Strong sense of ownership and follow-through, • Effective time management and prioritization skills, • Proven ability to build and maintain strong client relationships LOCATION *This is an in-office position • Midtown Manhattan COMPENSATION • Base Salary: $66,500 to $72,000 annually, • OTE: $93,500 to $99,000 BENEFITS • 3-weeks of paid time off; 1-week paid sick leave, • Comprehensive medical, dental, vision, and life insurance, • 401(k), • Fully stocked snack room

Position: Member of the Board of Advisors at Healthcare Shares Location: Remote Engagement: Part-Time (2–3 hours per month) Compensation: Carried interest in venture capital fund Job Description for Member of the Board of Advisors at Healthcare Shares Healthcare Shares is a healthcare-focused venture capital fund that invests in socially impactful startups in areas like digital health, medical devices, and life sciences. We are inviting distinguished professionals to join our Board of Advisors and contribute their expertise to help shape the strategic vision of Healthcare Shares while supporting our portfolio companies. We seek individuals with deep expertise in medicine, technology, or business who are driven by a passion for advancing healthcare innovation. Our mission is grounded in the quintuple aim: improving patient health, enhancing patient experience, reducing costs, supporting healthcare providers, and fostering health equity. Responsibilities • Strategic Guidance: Advise on the strategic direction of Healthcare Shares, ensuring our objectives align with our mission to create social impact through healthcare innovation., • Investment Insights: Assist in evaluating startups for investment, ensuring alignment with the quintuple aim and the potential for significant health and social returns., • Mentorship: Provide guidance to entrepreneurs in our portfolio, supporting them in overcoming challenges and refining their growth strategies., • Market Trends: Offer insights into emerging trends in healthcare, technology, and business to inform investment and operational strategies., • Networking: Leverage your professional network to identify promising startups, engage potential investors, and foster partnerships aligned with Healthcare Shares' goals., • Governance: Support ethical oversight and ensure that activities adhere to our mission and values. Qualifications • Professional Background: Strong expertise in medicine, technology, or business, with a deep interest in healthcare innovation., • Relevant Experience: Prior involvement in venture capital, startups, or healthcare initiatives is highly valued but not mandatory., • Strategic Vision: A demonstrated ability to assess opportunities critically and provide actionable insights aligned with the quintuple aim., • Collaborative Skills: Exceptional interpersonal skills, with the ability to mentor entrepreneurs and work effectively with other advisors., • Mission-Driven: A strong commitment to improving healthcare outcomes, advancing health equity, and fostering innovation. About Healthcare Shares Healthcare Shares is a public benefit corporation and venture capital firm committed to investing in startups that align with the quintuple aim. Backed by a network of healthcare professionals, we focus on advancing healthcare innovation while promoting health equity and delivering meaningful impact to the global healthcare ecosystem. Equal Opportunity Statement Diversity, equity, and inclusion are integral to the mission of Healthcare Shares. We welcome individuals from all backgrounds and perspectives to contribute to our work. We are an equal opportunity organization and do not discriminate based on race, gender, religion, age, disability, or any other legally protected characteristic. Benefits & Perks • Carried Interest: Share in the financial success of the venture fund., • Exclusive Community: Join a network of healthcare professionals, technologists, and entrepreneurs., • Flexible Engagement: Participate in a meaningful role while maintaining balance with other commitments. Company Website: https://www.healthcareshares.com/ Company Address: 702 Houston Street, Fort Worth, TX, 76102

Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month (Please apply via Ethic's website here. Response time will be faster.) The Role We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape. This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel. What you’ll do: As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions. More specifically you will: • Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively surface and develop opportunities with advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth., • Own the Pipeline: through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome., • Drive Organizational Excellence: Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration. Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty., • Stay in Motion: Represent Ethic at industry conferences and client events, and bring back actionable insights to refine our approach. Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs., • Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients. Who you are: • You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:, • We are In Service of others - our clients, our colleagues, the company, and the world., • We strive to be World Class - the best at what we do., • You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems., • You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team., • You can communicate clearly and concisely in a variety of mediums., • You operate with high integrity, doing the right thing when no one is looking., • You take a long-term view towards contributing to a strong team with a culture of feedback., • You’re passionate about positively impacting the future of our planet and humanity. What you’ll bring to the table: • 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management., • Wealth Management Industry Knowledge: Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption., • Proactivity & Initiative: Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm., • Exceptional Communication (Written and Verbal): The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills., • Financial Acumen & Product Knowledge: Strong understanding of direct indexing, portfolio management, and financial markets.., • Interpersonal Skills & Relationship Building: A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships., • Active Listening: Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions., • Problem-Solving: Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions., • Analytical Skills: Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy., • Salesforce Proficiency: Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development., • Organizational Skills & Attention to Detail: Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload. About Ethic: We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients. We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City. Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world. Compensation & Benefits: Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. The base salary for this role will range from $110,000-$120,000 per year, commensurate with experience, alongside a competitive variable compensation package. Our benefits package includes; • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents), • 401k with sustainable investment options and a 3.5% employer match, • Unlimited paid time off, • 16-weeks of paid parental leave, • Annual $600 wellness & education stipend, • Annual $1,000 professional development reimbursement, • Sponsored employee resource groups, • Regular lunch & learns and volunteering opportunities, • A fully-stocked office in lower Manhattan Location: New York, NY Submit an application: If you are interested in applying for this role, please submit both a resume and a cover letter below.

About Us: YipitData is the market-leading data and analytics firm. We analyze billions of data points every day to provide accurate, detailed insights across industries, including consumer brands, technology, software, and healthcare. Our insights team uses proprietary technology to identify, license, clean, and analyze the data that many of the world’s largest investment funds and corporations depend on. We raised $475M from The Carlyle Group at a valuation over $1B, further accelerating our growth and market impact. We have been recognized multiple times as one of _. As a fast-growing company backed by The Carlyle Group and Norwest Venture Partners, YipitData is driven by a people-first culture rooted in mastery, ownership, and transparency. With offices in New York, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore, we continue to expand our reach and impact across global markets. About SpendHound: is a software vendor management platform and benchmarking service launched by YipitData. We’ve experienced explosive growth by re-defining the business model for this category. (See this from SpendHound’s Senior Product Manager!) • SpendHound is the single source of truth for companies’ renewal information and includes:, • A comprehensive view of all software applications used with annual contract values, auto-renewal information, renewal dates, license counts, and more, • An invoice and contract management system for companies to store their invoices and contracts, • Renewal reminders through email and Slack so companies never miss upcoming software renewals, • Advice from procurement experts to discuss price benchmarking insights and negotiation strategies for any upcoming renewals, • Software and AI benchmarks across more than 10,000 vendors to help negotiate better rates across vendors, • Companies use the SpendHound platform and procurement expert service to save time and money on their software renewals. Why You Should Apply NOW: We’ve grown from 40 customers to over 1000 customers and have expanded from a single point solution to a multi-modal platform in 2 years. As we continue to scale, Outsourced Finance partnerships are becoming a critical part of our go-to-market strategy. We are seeking a Channel Sales Manager to own and grow our strategic relationships with outsourced finance partners and drive revenue through these partnership channels. About The Role: In this role, you’ll have a unique opportunity to help scale the Outsourced Finance partner motion. You will act as the central point of contact for our finance partner ecosystem and play a key role in driving both partner engagement and sales outcomes. Your goal is to build and manage relationships that drive consistent partner-sourced opportunities, resulting in new SpendHound customers. This is a remote-friendly opportunity that can sit in NYC (where our headquarter is located), one of our office hubs (Austin, Miami, or Mountain View), or anywhere else in the US. However, depending upon where the remote work is performed, income could be subject to New York State tax withholding. As Channel Sales Manager, You Will: • Serve as the primary relationship manager for an initial portfolio of ~5 outsourced finance partner companies that we expect to grow to 10-20 over the coming months, • Build strong communication channels with partners, ensuring alignment on priorities, objectives, and performance expectations., • Help grow the channel through targeted business development via referrals and cold outreach, • Own customer targets tied to partner-sourced opportunities, including forecasting, pipeline tracking, and achievement of monthly/annual goals., • Help define the playbook to scale this motion across many possible partners., • Develop and manage joint go-to-market strategies with partners to drive mutual value and accelerate customer acquisition, including scalable processes and playbooks for partner enablement, co-marketing, and referral workflows., • Collaborate closely with internal teams (Sales, Marketing, Customer Success) to enable partners with the tools, training, and information needed to succeed., • Monitor partner performance, report key metrics, and implement initiatives that improve outcomes for both partners and the company., • Act as an advocate for partners internally, ensuring feedback loops for continuous improvement. You Are Likely To Succeed If: • Enjoy scaling new programs from the ground up and are comfortable experimenting and navigating ambiguity, • Are a strong communicator with the executive presence to engage senior leaders and represent SpendHound externally, • Results-oriented with proven success in meeting sales targets through indirect channels., • Thrive in fast-paced, cross-functional environments and know how to keep momentum moving across teams, • Are proactive, self-directed, and take ownership without waiting for permission, • Have 3-5 years of experience in partner/channel sales, alliances, or business development roles in a tech or services business. What We Offer: Our compensation package includes comprehensive benefits, perks, and a competitive salary: • We care about your personal life and we mean it. We offer flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, wellness budget, learning reimbursement, and more!, • Your growth at YipitData is determined by your impact, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust. The on-target-earning for this position is anticipated to be $150,000 USD ($100,000 Base + $50,000 Uncapped Bonus). The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer. _

Lumenci is seeking a Vice President – Product (AI Platform & IP Intelligence) to lead the vision, strategy, and execution of a next-generation AI-driven patent intelligence platform. This role is ideal for a senior product leader with experience building or scaling AI/ML-powered products, semantic or knowledge systems, and complex workflow platforms, who is excited to transform high-value expert consulting services into a scalable, category-defining product. About Lumenci Founded in 2018, Lumenci is a premier intellectual property consulting firm specializing in patent litigation, expert witness testimony, and patent monetization for leading corporations and global law firms operating across the software, telecommunications, semiconductors, and emerging technology sectors. A key part of Lumenci’s model is the integration of deep technical expertise with litigation strategy. Our teams support high-stakes disputes by developing technical narratives, performing rigorous analysis, and partnering with world-class expert witnesses whose testimony shapes case outcomes in courts and arbitration forums worldwide. Headquartered in Austin, Texas, with offices in San Francisco, New York, and Gurugram, India, Lumenci delivers end-to-end support spanning technical analysis, expert strategy, valuation, and monetization execution. Our differentiated approach, which includes combining engineering depth, litigation experience, and operational rigor, has resulted in long-term partnerships with leading law firms and technology companies navigating complex IP disputes. Lumenci is backed by VSS Capital Partners (“VSS”) and Century Equity Partners (“CEP”). VSS is a private equity firm dedicated to investing in tech-enabled business services, healthcare , and education companies. Since 1987, VSS has managed eight private capital funds with aggregate committed capital of nearly $4 billion across 103 platform companies and over 600 add-on acquisitions. VSS’s investment in Lumenci was from VSS Structured Capital IV, L.P. (“VSS SC IV”), a $530 million fund which had its final closing in December 2022. CEP is a private equity firm headquartered in Boston, MA, that partners with companies seeking investments to support growth or fund acquisitions, partial buyouts, or recapitalization opportunities. Employment Type: Full-time, exempt Work Arrangement: Hybrid (possibility of remote with intention to relocate) Location: Austin, TX This role may require approximately domestic travel for client meetings, internal strategy sessions, and product/market events. Role Overview The VP of Product will be the product owner and builder-in-chief for Lumenci AI. You will translate our vision for AI-driven IP intelligence into a clear product strategy, prioritized roadmap, and repeatable delivery motion. You will partner closely with engineering, data science, consulting, and go-to-market teams to bring new capabilities from concept to launch, and ensure that what we build is tightly aligned with real workflows at law firms, patent investors, and corporate IP teams. This is a high-impact leadership role for a product executive who is comfortable working at the intersection of AI, B2B SaaS, and expert services, and who knows how to build 0→1 products while laying the foundations for scale. 1. Product Strategy & Vision • Own the product vision and strategy for Lumenci AI, aligned with Lumenci’s overall IP consulting and monetization strategy., • Define a multi‑year roadmap across portfolio analysis, SEP mapping, claim chart generation, and IP monetization workflows., • Continuously synthesize input from customers, internal stakeholders, market trends, and data to sharpen positioning and priorities. 1. Roadmap & Execution Leadership • Translate strategy into clear product requirements, PRDs, and prioritized backlogs., • Lead roadmap planning, sprint prioritization, and release management, ensuring predictable delivery., • Work closely with engineering and data science to scope features, manage trade‑offs, and ship product increments on time and to quality., • Establish product development rituals (planning, reviews, retros) that balance speed with rigor. 1. AI Workflow & Platform Design • Design agentic workflows that orchestrate ingestion, parsing, search, scoring, and explanation within Lumenci AI., • Define AI vs human-in-the-loop validation layers to ensure reliability, low hallucination, and legal defensibility of outputs., • Partner with data and engineering to drive architecture decisions that support traceability, observability, and continuous improvement of AI models and workflows. 1. Customer & Market Insight • Engage regularly with law firms, corporate IP teams, and patent investors to understand their workflows and pain points., • Convert discovery insights into concrete product requirements and use cases that map to revenue opportunities., • Monitor the legal tech / IP analytics landscape and adjacent AI tools to ensure Lumenci AI remains differentiated and relevant. 1. Cross-Functional & GTM Collaboration • Partner with GTM leadership on positioning, pricing, packaging, and launch plans for new features and offerings., • Support sales, customer success, and consulting teams with enablement materials, demos, and product narratives., • Ensure closed-loop feedback from customer-facing teams flows back into the product roadmap. 1. Product Metrics & Accountability • Define and own key product KPIs, including time-to-value, adoption, retention, output quality, and operational efficiency., • Use data and experimentation (A/B tests, pilots, cohort analysis) to inform prioritization and product decisions., • Report product performance and roadmap progress to senior leadership and key stakeholders. 1. Leadership & Culture • Build and lead a high-performing product team over time (PMs, designers, product analysts), starting as an individual leader and evolving into a team builder., • Model a data‑driven, customer‑centric, and collaborative product culture that aligns with Lumenci’s values., • Work effectively with distributed teams across US and India, creating clarity and shared context. Qualifications – Must Have • 10+ years of experience in product management, including senior leadership roles (e.g., Director, Head of Product, VP Product)., • Demonstrated success building 0→1 products and/or scaling B2B SaaS or platform products., • Hands-on experience with AI/ML products, data platforms, or intelligent workflow systems (LLMs, semantic search, recommendations, decision support, etc.)., • Strong execution discipline: able to move from vision to shipped product with clear priorities, trade‑offs, and timelines., • Proven ability to lead cross-functional teams (engineering, data, design, GTM, services) in ambiguous, fast-changing environments., • Excellent communication and storytelling skills, with the ability to explain complex AI and IP concepts to executives, attorneys, and technical audiences. Preferred Qualifications • Experience in legal tech, IP, patent analytics, or litigation support., • Background in semantic search, knowledge systems, or information retrieval., • Experience working with or leading distributed global teams (US + India or similar)., • Prior work in an AI-first or data-heavy B2B SaaS environment. Personal Attributes • Strategic and hands-on: equally comfortable setting vision and writing detailed specs., • Customer-obsessed: grounded in real user problems, not just internal ideas., • Commercially minded: naturally ties product decisions to revenue, unit economics, and profitability., • Systems thinker: sees the connections between platform capabilities, service delivery, and business model., • Bias for action with a willingness to experiment, learn, and iterate. Why you will love working for Lumenci: Be Part of a Global Team: Joining Lumenci means joining a diverse and globally distributed team. You'll collaborate with talented individuals from different backgrounds and cultures, bringing unique perspectives to every project. Growth and Development Opportunities: At Lumenci, we believe in recognizing and rewarding merit. We offer opportunities for merit-based promotions, allowing you to advance your career based on your performance, contributions, and dedication. We are committed to supporting your professional growth and development, providing the resources and mentorship needed to excel in your role and take on new challenges. Benefits & Total Rewards • Comprehensive Health & Well-being: We offer robust medical, dental, and vision insurance options that include significant company contributions toward employee premiums to support the health of our "Luminaries" and their families., • Retirement Strategy: Lumenci provides a 401(k) program with a competitive employer-matching contribution, enabling employees to build long-term financial security., • Performance-Based Incentives: Our total cash compensation includes a variable pay component designed to reward both individual achievements (KRAs) and overall company success., • Time Off & Leaves: We prioritize work-life harmony through a balanced leave policy that includes accrued Paid Time Off (PTO), designated company holidays, and additional "floating" holidays for personal or cultural significance., • Holistic Wellness Support: Beyond standard medical care, we provide dedicated Wellness Leave to address both physical health and emotional well-being, as well as paid leave for significant life events like bereavement and parental bonding., • Culture of Autonomy & Growth: Employees benefit from a flexible, remote-first work environment that favors autonomy and provides structured support for ongoing professional development and career advancement. Compensation & Pay Transparency The expected total annual compensation range for this role is 157,000-$180,000, which may include base compensation and other eligible incentive components. Preferred location, Austin TX Actual compensation will depend on skills, experience, and work location. For candidates in jurisdictions that require pay range disclosures, Lumenci will provide a good‑faith compensation range for the candidate’s location as part of the job posting or during the interview process, consistent with applicable law. Salary History: In compliance with applicable laws, Lumenci does not request, require, or rely on an applicant’s prior salary history when determining a starting salary or during any part of the hiring process. Equal Opportunity Employer: Lumenci 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. Accommodation: If you require a reasonable accommodation to complete this application or participate in the interview process, please let your recruiter know. Employment Relationship: Nothing in this job description creates or is intended to create a contract of employment for any specific period of time. Employment with Lumenci, if offered, is on an at-will basis and may be terminated by either the employee or Lumenci at any time, with or without cause and with or without notice, subject to applicable law. • Must be legally authorized to work in the United States without sponsorship.

About Company: LatentBridge We are a global intelligent automation firm with a market-leading pay-as-you-go SaaSplatform and proprietary automation accelerators that can optimize and scale enterprises’ digital programs. We provide end-to-end-automation solutions through advisory, implementation, and managed services. Our cloud platform and industry-focused AI products, enable us to make automation accessible to every enterprise. We work with global clients across the UK, Europe, the US, and India delivers value through our products and solutions. Role: Senior Dot Net Architect (.Net, C#, WPF, WCF, Investment Banking SQL) Experience: 20+ Years Mandatory- Worked on BFSI Domain & Having experience of Architect Technical Knowledge/Skills Excellent knowledge with proven implementation experience of: • C# and .Net framework (version 4.5 or higher), • Design Patterns and SOLID principles, • Transact SQL and SQL Server (2012 or higher)• Good knowledge with applied experience of:, • Unit and Integration testing skills, including preparing test scripts and execution, • NoSQL databases (MongoDb)• Competent knowledge with proven implementation experience of:, • Windows Presentation Foundation (WPF), • Windows Communication Foundation (WCF)• Excellent technical analysis and investigatory skills• Ability to work with both business and IT staff in a pressured environment., • Self-motivated with a keen interest in gaining investment banking experience, • Agile qualification (Scrum Master/Scrum Developer)., • Mandatory Investment Banking sector experience, • Rx, TPL, SCM tools: JIRA, Bamboo, Git, • Messaging and working with an Enterprise Service Bus, • Wide knowledge and experience in peripheral infrastructure (e.g. Scheduling and Monitoring tools, desktop application deployment and testing), • Experience of Bamboo or equivalent CI platform, • NuGet, • Experience with the Telerik Toolset, • Experience working within Agile projects and Scrum in particular, • JavaScript / AngularJS Key behaviors/competencies -Excellent communication skills and the confidence to challenge • Strong problem solving skills - able to think clearly under pressure, • Analytical skills, • organization & planning, • Team working skills, • Ability to constructively influence other departments and individuals, • Must be open to exploring the potential of and transitioning to alternative technology platforms to .NET Interested can send the profile in the below format to _ Name: Contact No: Current Location Current CTC: Expected CTC: Official NP: Available to Join LB: Offer in Hand( If Any) Official LWD (if any) Core Skills and Expertise:

• Senior Strategy Consultant, • $130,000–$150,000 + bonus, • New York | Hybrid model | Travel ≈ 20% We’re working with a global strategy consultancy expanding its high-performing team into the US market. Known for its entrepreneurial culture and international presence, this firm delivers tailored insights across TMT, energy, transport, and financial services. With deep expertise in M&A and corporate strategy, they empower clients worldwide they are experiencing strong growth in the US. This is an exciting growth hire as our client builds out its US capability. With an established client list already in place and growing demand across the telecom sector, there’s now room for a strategic mind ready to shape deals, challenge assumptions, and thrive in a high-impact role. The Senior Strategy Consultant will support clients on M&A strategy and performance improvement, working directly with senior stakeholders across global telecom, media, and tech portfolios. The Senior Strategy Consultant will: – Lead and deliver strategic projects across commercial due diligence, value creation, and post-merger integration – Build complex financial models and evaluate key investment levers across broadband, data centres, and towers – Work closely with international teams to deliver data-led insight and overnight support – Translate analytical findings into clear, compelling client presentations – Shape deliverables that drive real business decisions in the private equity and infrastructure space You will need: – 3+ experience in strategy consulting, strategic planning, or private equity — ideally TMT-focused – Familiarity with telecom business models and asset classes (broadband, towers, data centres) – Corporate finance and modelling skills (DCF, WACC, P&L fluency) – Strong communication and presentation abilities – A sharp, curious mind with a self-starter mentality and high professional standards Why you’ll love it: – High-profile projects with global PE funds, banks, and TMT operators – Rapid career progression with hands-on mentorship – Action-focused, low-hierarchy culture with real autonomy – Health, dental, vision + 401(k) match, generous PTO, and parental leave – Mobile stipend, hybrid flexibility, and minimal travel Due to a high number of applicants, we are only able to respond to successful candidates

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

Entec Partners – Recruiter Job Description Job Title: Executive Recruiter Location: New York, NY Company Description Entec Partners is a boutique recruitment agency specializing in placing exceptional engineers and quantitative talent. We partner with top-tier hedge funds, proprietary trading firms, investment banks, and financial technology companies to address their hiring needs. We pride ourselves on our personal, hands-on approach to recruitment, emphasizing deep expertise, trust, and strategic partnerships. After an exciting year, we're ready to expand our team and take our recruitment business to the next stage – be part of the foundational team. Entec Partners Offers You • The opportunity to learn from and work side by side with some of the best in the business, with mentorship and hands-on exposure at every stage., • An ambitious growth plan to significantly scale the company over the coming years, where you can be part of a rapidly expanding firm with serious upside potential., • Access to some of the highest growth markets in the world with individual fee sizes up to $250k and an average over $100k, leveraging the extensive networks and experience of our founding team. What are we looking for? • 2+ years of experience in recruitment, ideally within the technology, quant finance, or STEM-related space, • Proven track record of successful placements in permanent roles., • Willingness and aptitude to learn and problem solve We value highly motivated, commercially minded individuals who are responsible for developing targeted sourcing strategies, building deep candidate pipelines, and driving recruitment success at every stage. Location: New York, NY (in office 4/5 days per week) Compensation Built for Growth - we value initiative, and that’s why our compensation isn’t frozen • Base: $50,000 – $150,000+ (commensurate with experience), • Commission: Up to 50%, with accelerated tiers as you scale your desk, • We offer tax-efficient and flexible ways to structure compensation depending on individuals' goals

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Collaborate with a team of professionals while maintaining autonomy over your business What We Offer • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Clear pathways for leadership and team-building opportunities What We’re Looking For • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice, • High level of professionalism, integrity, and client-first focus Why Join Lee, Nolan & Koroghlian, LLC? We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

LHH Recruitment Solutions has partnered with an AmLaw 50 firm based in New York City that is seeking to add an associate to its finance practice. A generous signing bonus is available. Details below: · Ideal candidates have experience representing investment banks and/or asset managers in structuring and documenting CLO and related structured credit deals. · You’ll work on cross-border transactions and liaise with colleagues in London and other offices. The firm’s integrated international platform and an acclaimed European structured finance practice ensure you’re part of a truly global team, advising clients across jurisdictions. · You can expect strong mentorship, direct client contact, leanly staffed matters, and autonomy working closely with one of the industry’s leading practitioners. · Well-being is a priority, and the group’s leader supports and encourages time outside the office and with family. · Elevation to partnership typically occurs at year 7. · Cravath scale in a hybrid arrangement. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

A well-regarded New York law firm with a longstanding reputation in private funds and investment management is seeking a midlevel associate to join its expanding practice. The group is known for advising hedge funds, private equity funds, venture capital funds, and other alternative asset managers, and offers associates significant client exposure, substantive responsibility, and strong opportunities for professional growth within an entrepreneurial platform. Seeking candidates with: • 3–6 years of private funds / investment management experience, • Fund formation experience across hedge, PE, VC, or real estate funds, • Experience drafting offering documents, LP agreements, subscription agreements, and side letters, • Strong interpersonal and drafting skills Excellent opportunity for an associate looking to build a practice in a highly respected funds platform with meaningful hands-on experience.

Overview Ultimate Solutions Search is partnering with a highly selective investment firm seeking a Senior University Talent Recruiter (5+ years) to help identify and attract the next generation of talent. This role sits at the center of the firm’s talent strategy, working directly with senior investors to define hiring needs, build differentiated sourcing pipelines, and execute a best-in-class recruiting process across top universities. Why this role? This is not a traditional campus recruiting role. You’ll operate as a strategic partner to senior stakeholders, translating hiring needs into structured evaluation frameworks and executing targeted, data-driven sourcing strategies across elite academic institutions. The role blends analytical rigor with high-touch relationship building—you’ll engage directly with candidates, professors, and campus ecosystems while continuously refining your approach based on performance metrics and market feedback. This is ideal for someone who thrives in a high-bar, fast-paced environment and wants to function as a builder, not just a process manager. Key Responsibilities • Develop a deep understanding of hiring needs and role requirements, translating them into clear rubrics and markers of success aligned with talent market realities., • Partner closely with senior investors to design and execute differentiated sourcing strategies across top universities., • Research, identify, and directly source top-tier university talent, building and maintaining strong pipelines., • Engage candidates with clear, compelling communication while authentically representing the firm’s culture., • Continuously refine search strategy using data, outcomes, and qualitative insights., • Assess candidates holistically and deliver clear, calibrated evaluations to hiring teams., • Manage candidates through the full lifecycle, including offer process and closing., • Collaborate with a Campus Coordinator to ensure seamless execution of recruiting logistics and candidate experience. Top Requirements • Bachelor’s degree from an accredited institution., • 5+ years of recruiting experience, ideally within campus, early career, or full-cycle recruiting environments., • Demonstrated success operating in a rigorous, fast-paced environment with high expectations., • Strong ability to partner with and influence senior stakeholders., • Experience leveraging data and metrics to drive sourcing strategies and hiring outcomes., • Demonstrated creativity in talent identification and non-traditional sourcing approaches., • Strong problem-solving skills with the ability to design and implement strategic solutions. TL;DR Senior recruiting role at a high-performance investment firm—partner with investors, build elite university pipelines, and run a data-driven, high-touch hiring process in a rigorous, high-bar environment.

Our client is a premier Trading/Investment firm seeking to add to their University Recruiting Team. This firm values campus recruiting as a pillar of their talent pipeline and this a highly respected area of the business. This role requires experience in recruiting Trading/Fixed Income/Equities and Currency Products. Ideal individual must be passionate about Building Talent Pipelines & Internship Programs with proven ability to foster strong partnerships with top academic institutions Responsibilities • Understand the best sources for student talent, • Planning and hosting on-campus events, • Launch campus branding initiatives by planning and executing targeted marketing campaigns, • Develop relationships with top student talent through a variety of engagement methods, • Evaluate applicants, • Manage the full-life cycle recruiting efforts of our campus hires: from initial outreach through to the hiring and onboarding process., • Tracked and reported on campus recruiting results/data metrics to identify areas for process and performance improvements., • Manage relationships with universities and partner organizations to build brand awareness and gain access to talent, • Plan and execute engagements to support branding and drive interest in the firm, • Own summer internship program and development Qualifications • Bachelor's degree, • 2+ years' of experience working in campus recruiting, • Knowledge of principles and practices of personnel administration and applicable federal and state laws., • Effective oral and written communication skills and ability to listen effectively., • Intermediate to advanced skills in Microsoft Outlook, Word, Excel, Power Point., • Ability to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

Our client is a premier Trading/Investment firm seeking to add to their University Recruiting Team. This firm values campus recruiting as a pillar of their talent pipeline and this a highly respected area of the business. This role requires experience in recruiting Trading/Fixed Income/Equities and Currency Products. Campus Recruiter must be passionate about Campus Recruiting & Internship Programs with proven ability to foster strong partnerships with top academic leaders. Responsibilities • Understand the best sources for student talent, • Planning and hosting on-campus events, • Launch campus branding initiatives by planning and executing targeted marketing campaigns, • Develop relationships with top student talent through a variety of engagement methods, • Evaluate applicants, • Manage the full-life cycle recruiting efforts of our campus hires: from initial outreach through to the hiring and onboarding process., • Tracked and reported on campus recruiting results/data metrics to identify areas for process and performance improvements., • Manage relationships with universities and partner organizations to build brand awareness and gain access to talent, • Plan and execute engagements to support branding and drive interest in the firm, • Own summer internship program and development Qualifications • Bachelor's degree, • 2+ years' of experience working in campus recruiting, • Knowledge of principles and practices of personnel administration and applicable federal and state laws., • Effective oral and written communication skills and ability to listen effectively., • Intermediate to advanced skills in Microsoft Outlook, Word, Excel, Power Point., • Ability to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

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

POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including: • Cultivating relationships with business partners and colleagues internally and externally, • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience, • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups, • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed, • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity, • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management, • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity, • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients, • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems, • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience • 5+ years of work experience in a field relevant to the position required, • Four-year college degree or professional certification preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required, • Additional product licenses may be required Knowledge/Skills • Strong leadership skills, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Technically proficient and quick learner of new and updated platforms, • Detail oriented with superior organizational skills and ability to prioritize, • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications, • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multi-task, • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $75,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Administrative Coordinator A premier global investment firm is hiring for a Coordinator. The Coordinator role has a wide breadth of responsibilities, spanning across multiple areas to ensure smooth and efficient day-to-day process management. You will support professionals across the Investor and Operations Management teams, gaining exposure to many different facets of the firm. Successful candidates will thrive in a results-oriented environment where they act as an excellent facilitator, communicator, and proactive partner. We need someone passionate about managing processes reliably, ensuring the senior leaders' world runs smoothly at every level. Location: Midtown East, New York, NY Hybrid Schedule: 4 days onsite (Mon–Thu), Remote Fridays Hours: Typically 8:00 AM – 6:00 PM Compensation commensurate with experience: $100,000 – $125,000 (Inclusive of base + bonus) + top-tier benefits package Responsibilities include: • Executive Partnership: Manage complex, fast-moving calendars for two senior leaders, ensuring their time is optimized and aligned with business priorities., • Operational Ownership: Drive essential team functions, including talent onboarding/offboarding, operational policies, and assessment processes., • Project Coordination: Track deliverables across multiple threads to ensure nothing falls through the cracks., • Process Improvement: Identify bottlenecks in team workflows and proactively design better ways to operate., • Stakeholder Management: Serve as a bridge between senior leadership and internal teams, facilitating clear communication and timely execution. Qualifications: • 2–4 years in administration, project coordination, or business operations within a fast-paced, complex environment., • 4 year degree required., • You are eager, determined, and willing to roll up your sleeves to get things done., • You take pride in a flawless work output and "read the room" with high empathy and intuition., • You thrive in an environment of direct, honest feedback and use it to constantly improve your performance., • You are ambitious and looking for a role that offers a clear path toward greater responsibility. Please submit your resume to apply! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting _. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Senior Fundamental Equity Volatility Analyst Location: New York We are supporting a global multi strat Hedge Fund who is seeking a senior Fundamental Equity Volatility Analyst to join its established and growing equities volatility platform, reporting directly to the Head of Equity Volatility. This is a business-critical hire within one of the firm's long-standing core strategies, offering high visibility and direct impact across a significant portion of firm capital. The Opportunity • Join a well-established volatility franchise that has been a core driver of the firm's success for 10+ years, • Work directly alongside the Head of Equity Vol, who oversees a large team and manages a substantial portion of the firms capital., • Step into a #2 role on a lean, high-impact team, providing senior-level support impacting the day-to-day direction of the business, • Play a central role in shaping idea generation and research across the equity volatility platform, • Highly collaborative seat with regular interaction across single stock PMs and trading teams Key Responsibilities • Generate differentiated investment ideas focused on mispriced options and volatility opportunities, • Analyze and contextualize market catalysts, news flow, and event-driven dynamics across equities, • Provide actionable insights and real-time "color" to PMs and trading teams, including examples such as:, • Anticipated read-throughs from major earnings events (e.g., NVDA and second-order impacts across sectors), • Sector-level implications of macro or political developments (e.g., policy announcements, tariffs), • Identification of upcoming catalysts and assessment of potential volatility dislocations, • Partner closely with internal teams to translate research into actionable trade ideas, • Leverage existing internal tooling and systems to streamline analysis and idea delivery Candidate Profile • Background in options trading / market making, or fundamental equity or credit research with an event-driven focus, • Strong ability to think bottom-up, while incorporating broader macro overlays where relevant, • Experience analyzing earnings events, news flow, and catalyst-driven equity moves, • Comfortable operating in a fast-paced, highly collaborative environment with multiple stakeholders, • Exposure to technology sector is beneficial, given its significance within the options market, • Open to candidates from long-only backgrounds seeking a more dynamic, event-driven environment Role Characteristics • Research-focused position with no requirement for trade execution or sizing responsibilities (handled by PMs), • Not a direct path to PnL ownership on day one, but clear long-term optionality for top performers, • Opportunity to evolve into a highly compensated ($1m+ potential) seat over time, • Broad exposure across the equity volatility ecosystem and direct mentorship from senior leadership

Analyst/Associate – Equity Derivatives Quant/Trader Group Overview: The Equity Derivatives team focuses on developing and executing systematic and discretionary trading strategies across listed and OTC options. The group works closely with trading, technology, and risk functions to design models, build tools, and manage risk across global markets. Position Summary: We are seeking a highly analytical and technically strong Analyst to join our Equity Derivatives Quant/Trading team. The ideal candidate will have a strong quantitative background, experience with systematic research, and a passion for markets. This individual will contribute to model development, options pricing analytics, back testing, and the build-out of proprietary trading and risk infrastructure. MUST BE A 2024 GRADUTE OR EARLIER TO APPLY Key Responsibilities: • Develop and enhance pricing models for equity and index options, including Greeks and volatility surface dynamics., • Conduct quantitative research to identify and test systematic trading opportunities across derivatives markets., • Build and maintain Python- and SQL-based tools for research, trading automation, and risk management., • Design and execute robust back tests to validate signals and strategies., • Assist traders in analyzing market conditions, trade structures, and risk exposures., • Leverage statistical concepts and machine learning/AI techniques to improve efficiency and decision-making., • Develop and maintain proprietary analytics to support portfolio and risk monitoring., • Collaborate with technology teams to ensure seamless integration of models and tools., • Operate in a fast-paced environment with a high degree of autonomy and accountability. Qualifications: • Bachelor’s degree in Mathematics, Statistics, Computer Science, Engineering, or a related quantitative discipline., • 2-6 years full‑time experience in a trading or quantitative research/development role., • Strong programming skills with Python and SQL; ability to write clean, efficient, and production‑ready code., • Solid foundation in probability, statistics, and stochastic processes., • Deep understanding of options pricing models, Greeks, volatility modeling, and market microstructure., • Experience in quantitative research, systematic strategy development, and back testing frameworks., • Ability to leverage AI/ML tools to automate workflows or enhance research., • Strong problem-solving skills with the ability to work independently and proactively., • Ability to thrive in a fast-paced trading environment with high ownership and attention to detail., • Excellent communication skills and the ability to collaborate effectively across functions. Preferred Skills (Nice to Have): • Experience with derivative risk systems or real‑time trading tools., • Familiarity with C++, Java, or other compiled languages., • Exposure to equities, volatility products, or multi‑asset derivatives. Primary Location New York, NY Full Time Salary Range of $100,000-$150,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

Founded in 2005, CIFC Asset Management LLC (together with its affiliates, “CIFC” or the “Firm”) is a global credit manager with $40+ billion in assets under management. CIFC focuses across multiple disciplines including CLOs, structured credit, corporate credit, and opportunistic credit, as well as direct lending. Headquartered in New York, and serving over 400 investors globally, we have approximately 200 employees with over 95 investment professionals averaging 14 years of credit experience. We are guided by a rigorous investment process, with an acute focus on downside risk protection and bottom-up fundamental credit research applied across our disciplines. For more information, please visit CIFC’s website at _ The CIFC Administration group reports to the Head Administration Officer and is responsible for providing superior support. The group works together as a team, covering and backing up one another to ensure smooth coverage of all the firms’ needs. Responsibilities: • Greet guests and direct them to appropriate conference rooms, • Contact CIFC host when guests arrive, • Answer incoming calls, • Assist in preparation of marketing materials for meetings (binding books), • Efficiently maintain conference room calendar, • Provide and facilitate catering for meetings, investor luncheons, etc., • Liaise with building regarding issues or needs, communicating directly with building maintenance or support personnel, • Register guests with building security, • Serve beverages to guests, • Obtain ID cards for new employees and replacements as needed, • Order business cards for employees, • Sort and distribute mail and packages, • Mail and FedEx (i.e. postage, airbills, Certified Mail, etc.), • Maintain and tidy copy rooms and pantries, • Orders office supplies and pantry items, • Stock copy rooms and pantries, • Assist other admins with special projects as needed, • Communicate with vendors when equipment repairs are needed, • Assist in coordinating firmwide events Qualifications: • Education: Bachelors Degree, • Financial Services experience a plus, • Organized and has the natural ability to multi-task and balance priorities, • Upbeat disposition, eager to assist employees / clients, • Excellent communicator; both written and verbal, • High attention to detail, and dedication to follow tasks through to completion, • Professional presentation, ability to interface with senior executives, • Strong problem-solving skills and work ethic, • Self-starter, ability to take control and manage tasks appropriately, • Knowledge of Microsoft Office Suite; Word, Excel, and PowerPoint

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks Bachelor's degree and 3+ years of experience as in Client Support and Office Management in a fast-paced setting.

Family Office Investment Analyst New York, NY Hybrid model: 3 days in office, 2 days work from home This is an unparalleled opportunity to join the investment arm of an elite FinTech-focused family office. The Investment Analyst will focus on new investment analysis, portfolio monitoring across direct, fund and public positions, and development of an AI-native reporting and analytics infrastructure. The family office invests in venture and growth-stage FinTech companies alongside top institutional co-investors, and benefits from one of the most valuable proprietary FinTech datasets in the industry — accumulated across 20+ years of exclusive focus on the sector. In this role, you will work side-by-side with the Managing Partner and senior leadership. What are the unique opportunities of this role? The Investment Analyst will gain deep exposure to private and public FinTech and AI investing, portfolio construction, and the application of AI and automation to investment workflows. You will see investment opportunities at every stage — from early-stage venture to growth equity to public markets — and will operate in a small, high-trust team with direct access to the Managing Partner. The AI, analytics, and automation component of this role is equally weighted to investment analysis, giving the right candidate a rare opportunity to combine investing with hands-on technical building. • Conduct business, market, and financial diligence on new FinTech investment opportunities; build bottoms-up models, returns analyses, and investment memos, • Monitor and report on the full Roofdeck portfolio — direct investments, fund LP positions (TVPI, DPI, IRR, NAV), and public market holdings, • Maintain and manage the proprietary deal pipeline and portfolio tracking systems; develop key analyses using the data, • Design and build automated reporting pipelines and interactive dashboards using Claude, Claude Code, Python, and similar AI-native tooling, • Implement agentic AI workflows (e.g., MCP servers, Claude Code hooks) to automate research, diligence, and synthesis tasks, • Utilize portfolio and transaction data to generate proprietary market signals and surface new client opportunities for the Investment Banking team, • Develop subject matter expertise across FinTech sectors — payments, lending, wealth, capital markets technology, insurtech, and crypto Qualifications • The start date for this position is immediate, • 1 – 3 years experience in investment banking, venture/growth equity, or a data/analytics role with meaningful financial modeling exposure, • Demonstrated, hands-on proficiency with AI coding tools — Claude Code, GitHub Copilot, Cursor, or equivalent; must be able to show prior work, • Strong Python skills for data analysis, modeling automation, and workflow scripting (pandas, NumPy, SQL, Jupyter), • All degrees considered; Finance, Computer Science, Economics, or a quantitative discipline preferred, • Strong interest in finance, FinTech, and applying AI / automation to investment workflows, • Exceptional writing and verbal communication skills, • Strong work ethic and a drive for excellence, • Team player, self-motivated, and entrepreneurial, • Strong project management and research skills, • High attention to detail, • U.S. work authorization required. Firm will not sponsor applicants for work visas at application or in the future. Family Office Highlights • Managing Partner known as one of the top thought leaders and investors in FinTech / AI, • Direct access to one of the most valuable proprietary FinTech datasets in the industry, built over 20+ years, • Investing alongside top-tier institutional co-investors across venture, growth, and public markets, • Access to world-class executives at high-growth companies, • Dominant footprint in one of the largest sectors: financial technology, • Excellent career path, strong and competitive compensation, • Close-knit, high impact team, • Rapidly evolving roles and responsibilities Base Salary: $110,000-$120,000 + bonus

Top-Tier Investment Manager in Midtown, Manhattan is seeking a CRM Sales Data Associate! Responsibilities: • Manage the CRM Case Queue for the following ad hoc requests from the sales teams: General Inquiries, Advisor Moves, Merge Requests, Ownership Inquiries, and Report Requests., • Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives, • Maintain CRM and accurate client contact information, and track engagement and activity across various wealth partner platforms, • Support team leadership by analyzing and maintaining key territory metrics, tracking wholesaler activity, and other management metrics providing clear, data driven insights that inform day-to-day management needs and support broader strategic decisions, • Develop and deliver reporting and analytics for sales campaigns, including generating targeted client lists, building, and structuring campaign outreach, and providing data‑driven insights for sales leadership, • Support external and internal sales efforts and financial advisor coverage such as assisting with literature fulfillment requests, Morningstar report portal comparisons, and ad hoc client requests, • Will stride both the Data and CRM applications, with exposure to data cleansing tools, report writing/generation and Salesforce configuration, • Assist in ensuring the Data Integrity and Sales Enablement of the Sales teams within the Salesforce instance., • Educate end-users on the proper and most effective use of Salesforce., • Creating and distributing monthly and quarterly sales reports as well as ad hoc reports for the BD, RIA and Institutional sales teams., • Reviewing data and compiling RIA, BD and Institutional sales reports., • Assist in the management of Salesforce, both configuration and declarative solutions., • Act as the Data Steward for the Broadridge SalesVision application., • Act as the subject matter expert on DemandTools, a data cleansing tool., • Assist in managing the CRM database, Salesforce, including administering, designing and executing reports, developing new fields for tracking developing new client insights, and managing client mailing lists., • Manage, identify, and correct data irregularities with the CRM database, Salesforce., • Responsible for organizing and maintaining proper records within Salesforce. All records are to be kept in organized fashion which will enable the sales team to effectively manage their book of business., • Prepare different committee presentations, summarizing the findings from the continuous monitoring performed, • Actively participate in global initiatives aimed at improving Internal Audit’s processes and procedures Qualifications: • Bachelor's degree, • 2-4 years of Salesforce CRM database experience., • Series 7 & 63 is a big plus, • 1+ years of experience directly supporting Sales and/or Marketing department., • Microsoft Office Suite skills with intermediate experience in Excel., • Effective & Creative problem solver., • Excellent verbal and written communication skills., • Excellent planning, organizational, and prioritization skills.

THE CLIENT Our client, a globally recognized investment firm headquartered in New York, is known for its high-performing, collaborative culture and commitment to integrity, professionalism, and thoughtful growth. The firm’s New York office is a dynamic environment where team members are valued and supported. This is a fantastic opportunity to join a well-established organization in a front-facing role that offers visibility, variety, and room to grow. THE ROLE The firm is seeking a polished and personable Receptionist to manage front-of-house operations and serve as the first point of contact for visitors, clients, and internal staff. This role is ideal for someone who is eager to learn, enjoys interacting with people, and thrives in a professional, fast-paced environment. The Receptionist will work closely with the administrative and operations teams and will be a key contributor to the firm’s welcoming and efficient office culture. Key responsibilities include, but are not limited to: • Greeting and assisting guests, clients, and vendors with professionalism and warmth, • Managing incoming calls and directing inquiries appropriately, • Coordinating meeting room bookings and ensuring spaces are tidy and well-prepared, • Supporting general office operations and administrative tasks, • Assisting with mail, deliveries, and courier services, • Partnering with internal teams to support events and office initiatives, • Maintaining a polished and organized front desk area THE CANDIDATE The ideal candidate will be well‑presented, personable, and confident, with a natural ability to make others feel welcome. While attitude and potential are highly valued, candidates should have at least some prior reception experience. The firm is open to individuals who demonstrate strong potential, a positive mindset, and a genuine willingness to learn and grow. Key qualities include: • Friendly, communicative, and approachable demeanor, • Strong organizational skills with excellent attention to detail, • Ability to remain calm, professional, and polished under pressure, • Eagerness to contribute and develop within the firm, • Reliable and punctual with a strong sense of responsibility, • Previous receptionist or front‑of‑house experience within finance or a corporate setting is required THE COMP/BENEFITS • Full-time, on-site role, • Core hours: 9:30am – 5:30pm, • Base salary: $65K - $75k + overtime + discretionary bonus, • Excellent benefits package Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together

Our client, an investment firm, is seeking a temp to perm Administrative Assistant/Receptionist. Hours: 9am – 5pm *Fully onsite Location: Midtown Responsibilities: • Greet clients and visitors with a professional, high-touch approach, • Manage front desk operations and coordinate daily visitor logistics, • Handle incoming calls and route inquiries appropriately, • Support team with calendars, travel, expenses, and meeting coordination, • Assist with conference room setup, catering, and turnover, • Maintain organization of common areas, conference rooms, and kitchen, • Monitor and restock office supplies, • Coordinate with facilities, IT, and office services, • Assist with onboarding and visiting staff logistics, • Provide ad hoc support and backup to Executive Assistants Requirements: • Prior administrative experience required, • Strong proficiency in Microsoft Office (Outlook, Word, Excel), • Comfortable managing calendars and learning internal systems, • Energetic, motivated, and team-oriented, • Personable and flexible to adapt to last-minute changes in schedule, • Strong organizational and multi-tasking skills Please submit your resume in Word format for immediate consideration. You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Senior Fund Accountant Job Overview: A high-growth credit and special situations investment manager is seeking a Senior Fund Accountant to join its collaborative finance team. Managing multiple vehicles and SMAs, the firm offers a strong cultural environment, excellent benefits, and a real opportunity for growth. Compensation: 100-140k +bonus Location: New York Hybrid (1–2 days in office/week), reverse commute from NYC. Responsibilities: • Prepare and review financial reports for internal stakeholders., • Reconcile internal records with NAV packages from fund administrators., • Prepare quarterly unaudited financials and assist with annual GAAP financial statements., • Calculate management fees and develop waterfall models., • Manage capital call and distribution allocations and notices., • Provide audit support and compile regulatory data., • Collaborate regularly with Finance, Investments, Investor Relations, Tax, and external partners. Qualifications: • 3–5 years of experience in public accounting or relevant in-house fund accounting., • Exposure to credit products is highly preferred., • Fund accounting system experience is a plus., • Strong understanding of credit-focused products, including loans and debt instruments. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. #46987

Firm: Independent Investment Firm Role: Receptionist Office Location: Flatiron District, NYC Hours: 8:30am-5pm Compensation: $80-90k base range DOE An entrepreneurial and rapidly growing investment firm is seeking a polished, personable, and highly organized Receptionist to serve as the face of the office and help foster a welcoming, professional environment for clients, investors, and internal teams. This is an excellent opportunity for someone who enjoys being a true culture carrier within a collaborative office and is excited to grow alongside a dynamic firm. This role is ideal for someone looking to build longevity within a firm and become an integral part of the team over the next several years. Responsibilities • Manage day-to-day front desk operations and maintain a polished, welcoming reception area, • Greet visitors, clients, investors, and portfolio company partners with professionalism and warmth, • Coordinate conference room scheduling, setup, catering, and upkeep, • Partner closely with the administrative team on guest arrivals and front-of-house logistics, • Support the Office Manager with daily office operations and administrative projects, • Handle incoming/outgoing mail, packages, messenger services, and deliveries, • Maintain office, kitchen, and supply inventory; coordinate vendor orders through Staples, Amazon, FreshDirect, etc., • Coordinate reception-related services including floral deliveries, daily lunches, and catering, • Liaise with building management and facilities regarding maintenance requests and office needs, • Provide light administrative support including calendar coordination, expense processing, document preparation, and data entry, • Manage visitor records and building security system entries, • Assist with planning team events, volunteer days, holiday parties, and other internal initiatives, • Take on additional operational and administrative responsibilities over time Qualifications • 2–5 years of experience in a receptionist, front desk, hospitality, or administrative role, • Open to candidates from hospitality, corporate, professional services, or investment environments, • Strong interpersonal skills and high emotional intelligence, • Warm, reliable, proactive, and highly professional demeanor, • Excellent organizational skills and attention to detail, • Ability to multitask in a fast-paced, in-office environment, • Proficiency with Microsoft Office Suite (Outlook, Word, Excel), • Team-oriented attitude with a willingness to pitch in wherever needed, • Interest in building longevity within the role and firm

Event Coordinator, Sponsorships & Events (Corporate Communications & Marketing Department) Our client is looking for an Event Coordinator with a talent for making our events and sponsorships ever more exciting and unique. Whether we are hosting our own event/conference, or branding our presence at industry conferences, we want clients and employees to feel as though we created a unique and meaningful experience for them. You will join our team reporting to the Director, Sponsorship & Events and will work collaboratively across the marketing department to coordinate all event details – invitation process, program/agenda, event logistics, virtual livestreams, promotional items, and communications – to drive awareness and attendance. Working closely with business leaders throughout the firm, you will bring creative ideas and solutions to help them meet their event-related business goals. This role requires experience with venue site evaluation and selection, contract negotiations, speaker selection, budgeting, client management, strategic event planning, event execution, and conference production and management. You will be responsible for assisting with managing both small and large-scale events, including town halls, employee resource group programs, client dinners, receptions, golf outings, seminars, panel sessions, lunch and learns, industry sponsorships, as well as support for other internal events that promote employee and client engagement. Responsibilities: • Assist in planning, developing, and execution of events and conferences across the Americas’ region. • Work with the business to with the business to identify marketing and conference opportunities that align with their objectives, offering recommendations on sponsorships, speaking opportunities, and conference participation. • Assist with the management of sporting and event tickets, including ticket allocation and inventory management, distribution and attendee follow up, compliance reporting, invoicing, catering orders, and ticketing inbox. • Organize and manage the events team's inventory, supplies, and promotional items. • Support branding, coordination, and execution of Corporate Access conferences and marketing events. • Understand the objectives of various front-office businesses (investment banking, corporate finance, capital markets and securities) to provide strategic advice and support their needs. • Coordinate and assist with end-to-end event logistics – event kick off and prep calls, site evaluations, venue selection, contract negotiations, budget approvals, hotel room blocks, invitation process, attendee registration lists, registration site creation, promotional items/giveaways, booth setup, signage and creative assets, shipping details, speaker arrangements, presentations, communication around event timelines, and on-site management and execution. • Manage Events team calendar, event intake form, and Events mailbox. • Coordinate with relevant parties and manage the addition of all sponsorships and events on both the external and internal websites. • Work with conference coordinators, vendors, and other providers involved in external industry sponsorships. • Maintain up-to-date lists of event venues, restaurants, hotels, and speaker bureaus. • Collaborate with internal departments such as A/V and IT, Print Center, Creative Services, Internal Communiations, Media studio, Accounts Payable, and Legal to ensure seamless and efficient event execution. • Provide detailed post-event reports by creating surveys, gathering stakeholder feedback, and creating action plans around improvement following all activations. Experience Required • Meticulous attention-to-detail and highly organized • Understanding of marketing strategy and planning with the ability to identify the right fit for partnerships and sponsorships • Knowledge of meeting and conference practices • Ability to plan, manage and execute multiple events simultaneously. • Knowledge of speaker selection and contract negotiation • Adept project manager; impeccable time management and prioritization skills • Work collaboratively in a team environment. • Exceptional professionalism and confidence demonstrating the ability to communicate effectively. • Ability to effectively engage with senior leadership and navigate a matrixed environment. • Team player with collegial style; high energy, drive and enthusiasm. • Proficiency with MS Office (Word, Excel PowerPoint), event planning/management, registration, and survey tools • Willing to support global requirements as schedule requires. • Willing to travel <10% for on-site event support. Qualifications: • 1-2 years of events/sponsorships management experience. Financial services industry experience is a plus. • Bachelor's degree in marketing, communications, or a related field.

Title: Compliance Analyst / Compliance Associate Firm: Global Private Equity Firm ($75B+) Location: New York, NY or San Francisco, CA Compensation Range: $110,000 – $150,000 base salary (dependent on experience) plus generous year end bonus and 100% benefits Job Overview: A leading global private equity firm is seeking a Compliance Analyst or Associate to support its Private Equity Compliance program. This is a highly visible and impactful role focused on identifying, managing, and mitigating compliance risk while fostering a business-oriented compliance culture. The position offers meaningful exposure to regulatory matters, internal stakeholders, and senior compliance leadership in a fast-paced investment environment. Highlights: • High-impact role within a global private equity platform, • Exposure to SEC filings, examinations, and marketing rule compliance, • Collaborative, business-focused compliance environment, • Opportunity to work closely with investor relations and marketing teams, • Competitive compensation and strong benefits Key Responsibilities: • Conduct internal compliance testing to assess policy effectiveness and regulatory adherence, • Coordinate with external compliance consultants on periodic reviews and examinations, • Support preparation and filing of regulatory filings (e.g., Form ADV, 13F, PF, CFTC filings), • Assist with proxy voting oversight, • Review marketing materials and social media content for compliance with SEC Marketing Rule, • Support SEC examinations and regulatory inquiries, including document collection and response drafting, • Research regulatory developments impacting private fund advisers, • Assist with ad hoc compliance initiatives and projects Qualifications: • Bachelor’s degree required, • 3–5 years of compliance or related experience at an RIA or broker-dealer preferred, • Working knowledge of compliance testing and SEC regulatory requirements, • Familiarity with SEC Rule 206(4)-7 and SEC/FINRA marketing rules strongly preferred, • Strong organizational, analytical, and communication skills, • Ability to manage priorities in a fast-paced, dynamic environment, • Strong interpersonal skills and ability to work independently or as part of a team

Boutique consulting firm in NYC is hiring a Vice President of Strategy to lead a consulting team. This role is 5 days onsite. Responsibilities: • Developing issue sets to focus the hypothesized scope of engagements and transitioning them into comprehensive teamwork plans, • Efficiently managing firm and client resources within compressed timeframes while adapting to evolving engagement needs, • Guiding teams in data collection, synthesis, analysis, and conducting interviews with clients and third parties, • Developing hypothetical solutions, testing alternative scenarios, and forming fact-based actionable recommendations, • Structuring and creating compelling, message-driven written deliverables for clients, • Conducting client presentations and fostering constructive dialogue around conclusions and recommendations, • Building strong relationships with private equity and portfolio company clients, • Participating in proposal development efforts, • Taking a leadership role in firm growth through knowledge development, mentoring junior team members, business development, and recruiting Desired Qualifications / Experience / Skills • MBA and BS/BA in Engineering, Economics, or similar quantitative field from a top-tier institution, • 2–5 years post-MBA experience in a top-tier strategy consulting firm with focus on due diligence and growth strategy assignments across consumer & retail, industrials, services, infrastructure, healthcare, or technology, • 3+ years pre-MBA experience in strategy/operations consulting, corporate roles, investment banking, or private equity, • Deep understanding of market, financial, operational, and organizational business concepts, • Significant primary research experience including survey development and conducting interviews to gain market insights, • Strong analytical capabilities including bottom-up market sizing models for niche markets

Role: Administrative Associate Schedule: Midtown NYC (4 days onsite, 1 day remote) Employment type: Starts as a 6 month assignment (hired on by the firm and provided with benefits) with a strong path to permanent conversion Standard hours: ~8:30–5:30 with occasional evening support during busier periods Compensation: The full-time equivalent salary range for this role is $70,000–$80,000 annually, prorated for the 6-month assignment, along with benefits during the assignment period. We’re partnering with a leading global investment firm to hire an Administrative Associate for their Midtown NYC office. This is a great opportunity to join a high-performing, collaborative team in a role that blends events, food services, and administrative support, with strong visibility across the office and exposure to senior stakeholders. What you’ll be doing: • Coordinate day-to-day catering and food services for meetings and events, • Manage vendor communication, dietary needs, and order logistics, • Set up and break down conference rooms, ensuring spaces are fully prepped before and after meetings, • Handle hands-on tasks including food setup, cleanup, and maintaining shared spaces (pantry, conference rooms, etc.), • Support broader office operations, including reception coverage and ad hoc admin/facilities support What they’re looking for: • ~1–3 years of experience in hospitality, catering, events, or administrative support, • Exposure to a corporate environment (or interest in transitioning into one), • Highly detail-oriented with a strong execution mindset — able to follow direction closely and deliver consistently, • Polished, professional, and comfortable interacting with senior stakeholders, • Team-oriented and adaptable, with a willingness to be hands-on

To apply, please send the following to hive.recruitment@towerbrook.com • Your resume / CV, • A short blurb introducing yourself and explaining why you are a good fit for the Hive, and confirming which location your're applying to (New York or London). Keep it short & real, no need for a fancy cover letter!, • Links to anything cool you’ve built with AI for work, school, or even just on your own time Position Overview The AI Hive is TowerBrook’s new fellowship for applied AI builders. This is not an analyst program and it is not a consulting role. Fellows do not produce slides about what AI could do. Fellows train intensively inside TowerBrook for six months, with the opportunity to progress into a twelve-month embed inside one of our portfolio companies as an Applied AI Engineer, working directly with CEOs and operating teams to ship AI-native solutions that move real numbers. The fellowship runs in two phases. In Phase 1 (six months), fellows are based at TowerBrook in New York or London, training with leading external AI partners and shipping high-priority internal projects across the firm. Fellows who excel in Phase 1 are considered for Phase 2 (twelve months): a full-time, onsite embed inside a TowerBrook portfolio company, working in person alongside the management team and reporting to the CEO, CTO, or Head of AI, and delivering milestone-based work with measured business outcomes. Fellows in this first cohort will have a unique opportunity to shape how TowerBrook builds and deploys AI talent across the portfolio Responsibilities Phase 1. Inside TowerBrook (Months 1 to 6) • Complete a three-week intensive training program with a leading AI-native training partner, covering prompt engineering, agent architecture, Claude Code and other coding assistants, workflow automation (n8n, Lovable), Python, and enterprise AI governance., • Pair with internal devs and senior engineers from best-in-class applied AI firms on live TowerBrook projects, shipping working prototypes within the first six weeks., • Lead at least two internal builds with named senior sponsors as business owners. Projects may span front, middle, or back office (investment teams, operations, finance, IR, compliance, knowledge management) depending on firm priority. Deliver shipped output, not recommendations., • Contribute to the shared Hive knowledge base (reusable agents, templates, playbooks) that compounds across future cohorts. Phase 2. Portfolio Company Assignment (Months 7 to 18) • Match into a portfolio company across TowerBrook verticals based on fit, and relocate as needed to work onsite at the company’s primary office for the duration of the twelve-month embed. Matching is jointly led by the Program Lead, the senior program sponsor, and TowerBrook’s Technology Operating Partners., • Run a four-week diagnostic sprint: map workflows, validate pain points, and produce a twelve-month build roadmap signed off by the company CEO and the TCP sponsor., • Execute three to five milestone-based build sprints of eight to twelve weeks, each delivering measured output (hours saved, revenue uplift, cost reduction, new capability shipped)., • Report directly to the company CEO, CTO, or Head of AI, while retaining ongoing connectivity to TowerBrook for the duration of the engagement., • Attend monthly Hive-wide cross-pollination sessions with other fellows and coordinators. Document learnings for the Hive knowledge base., • At the close of the twelve-month deployment, transition into one of four paths: a full-time role at the portfolio company, redeployment to a second company, a role at TowerBrook, or release into the TCP alumni network. Professional Qualifications & Experience • One to three years of post-university experience in a builder role. We read “builder” broadly: software engineering, data, product, operations with automation exposure, quantitative research, consulting with hands-on implementation, or early-stage startups. Candidates with fewer than one year or more than three years of experience are out of scope for the pilot cohort., • A technical or quantitative undergraduate background is welcome: computer science, engineering, physics, applied mathematics, statistics, computational biology, industrial engineering, operations research, information systems, or quantitative economics. We will also consider non-technical majors with visible builder evidence such as a GitHub portfolio, shipped side projects, or published technical writing., • Fluency with modern AI tools. You already use Claude or ChatGPT daily as a core part of your workflow, not as a novelty., • Working proficiency in Python or another scripting language is a plus — enough to prototype end-to-end without supervision is ideal, but not required. Formal ML engineering or data science experience is not required and is not what we are optimizing for., • Demonstrated evidence of shipped work outside a structured environment: a side project, an automation built at a previous role that nobody asked for, a product used by real users, or published writing with an audience. What you built matters more than where you built it., • Right to work in the United States (for New York candidates) or the United Kingdom (for London candidates) is preferred. Visa support may be available for exceptional candidates. Personal Qualifications • Stakeholder presence. At ease working with a company CEO or a TowerBrook partner, approaching business problems with curiosity and humility., • AI-native instinct. You reach for AI tools naturally during ideation and problem solving., • Builder disposition and bias for action. You try things rather than endlessly plan, and you pick up new tools quickly, including things outside your formal training., • Written communication. You can produce a crisp one-pager that a senior partner or a company CFO will actually read. Compensation & Benefits of working at TowerBrook • The base salary range for this role is $130,000 – $150,000. Compensation also includes eligibility for a discretionary annual bonus and a competitive benefits package, • Intensive applied AI training with a curated set of leading external partners across AI-native education and applied engineering, • Direct mentorship from senior TowerBrook partners, Technology Operating Partners, and portfolio company CEOs, • Guest seminar program featuring frontier AI lab teams, applied AI practitioners, and high-signal technical writers, • Clear post-fellowship pathways: full-time hire at the portfolio company, full-time role at TowerBrook (Applied Engineer, investment associate, or Hive coordinator), redeployment to a second portfolio company, or release into the TCP alumni network, • Access to cutting-edge AI tooling and early-access relationships with leading AI labs through TowerBrook’s partner networks, • A collaborative, entrepreneurial culture within a globally respected investment firm

Company Description Corner Capital Management (“Corner”) is a global investment firm specializing in transformative technology companies that drive structural economic change. Focused on identifying and supporting category leaders across various technology verticals, Corner employs a stage-agnostic approach, spanning venture capital, growth equity, and special situations opportunities. With a strong global network, Corner connects founders, investors, and customers to facilitate innovation and accelerate growth. Since its inception, Corner has supported over 20 unicorns, aiming to empower visionary companies with capital, expertise, and strategic tools to achieve their full potential. Role Description We are seeking a full-time Legal Operations Manager to join our team on-site in New York, NY. The Legal Operations Manager will oversee the day-to-day management of legal operations, including contract lifecycle management, corporate governance, legal compliance, vendor management, and process improvement. This individual will collaborate closely with the legal team, cross-functional departments, and external counsel to ensure operational efficiency and support the broader strategic goals of the organization. Responsibilities will include streamlining workflows, managing budgets, and ensuring adherence to legal and regulatory standards. Fund Formation & IR • Coordinate preparation and execution of fund formation documents, • Maintain and organize data rooms, ensuring documents are current, version-controlled, and accessible to authorized parties, • Support LP reporting cycles by compiling quarterly and annual notices/disclosures Legal Support • Assist with deal execution - draft and/or review term sheets, NDAs, and other documents, • Track and maintain capitalization tables, rights, and other obligations across the portfolio, • Coordinate with outside counsel on transactions and monitor legal spend, • Help manage board consents, corporate governance matters, and the like Compliance & Regulatory • Support SEC/RIA compliance obligations, including maintenance of the compliance calendar, updates, and annual review preparation, • Maintain records of regulatory filings and flag upcoming deadlines, • Assist in drafting and updating firm policies Legal Ops & Administration • Manage outside counsel relationships -- coordinate engagement letters, track invoices, and run matter management across the firm's law firm roster, • Build and maintain contract and entity management systems, ensuring corporate records are complete and organized, • Develop and document legal ops workflows, templates, and processes to improve efficiency as the firm scales Qualifications & Experience • Strong background in contract management, corporate governance, and legal compliance -- familiarity with venture capital deal structures, fund mechanics, or investment management, • Proficiency in process optimization, workflow development, and legal technology tools, in particular document automation, • Exceptional analytical, organizational, and project management skills -- comfort managing multiple work streams under deadline, • Experience in budgeting, vendor management, and cost control within legal operations, • Proven ability to manage cross-functional collaboration and build strong relationships with internal and external stakeholders, • Bachelor's degree in legal studies, business, or related field; paralegal certificate or advanced degree or certification in legal operations is a plus, • 2+ years of experience in legal operations management or a similar role (law firm, VC/PE firm, or financial services) Role Benefits • Comprehensive health, dental, and vision coverage, • This is a hyrbid role -- 4 days in office; WFH Friday. The firm has regular WFH periods during holiday periods., • 401K + match, • Meaningful professional development support

FIRM OVERVIEW J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for almost four decades. JGC’s investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets, and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate, and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded, and absolute integrity is required. POSITION OVERVIEW We are seeking an Analyst to join our team, focusing on Internet & Emerging Technology Equities. The successful candidate will engage in detailed research and analysis of companies, contributing significantly to idea generation. The ideal candidate should have 1-2 years of relevant experience in financial services, preferably within the technology sector. We welcome applicants from the buy-side and sell-side, including hedge funds, private equity and venture capital, with a strong passion for equity markets. As an Analyst, you will report directly to a Portfolio Manager, a partner with over 20 years of experience at our Firm. From day one, you will assume a substantial role in the research and investment processes, handling a range of responsibilities while gaining meaningful exposure to durable and proven alpha generative investment processes. This role represents an excellent chance to develop and advance as an investor within our supportive and dynamic environment. JGC is committed to internal promotion, offering Analysts substantial growth opportunities in both responsibility and compensation. RESPONSIBILITIES • Conduct company and industry fundamental research to develop a deep understanding of key business and industry drivers within the coverage universe and other related/adjacent industries., • Interact and maintain positive relationships with company management and other industry participants while growing a meaningful network of business contacts globally., • Clearly and effectively communicate and articulate actionable Equity ideas to colleagues, including Portfolio Managers, Analysts, and Traders., • Create, maintain, and update company financial models., • Explore and stay informed of emerging trends/initiatives/companies which are or that may become important innovators., • Attend roadshows, meetings, conferences, and other company or industry events as required. DESIRED SKILLS AND EXPERIENCE Qualifications: The ideal candidate will have: • Bachelors’ degree required complemented by a strong academic record (3.75+ GPA preferred) from a competitive institution/program including successful coursework in Accounting & Finance., • Minimum 1+ years of experience conducting investment research or financial analysis – preference for buy-side, sell-side, or venture capital experience., • Demonstrated passion for Equity markets, investing, and analyzing companies., • Experience shorting stocks is preferred., • Strong interest in AI, Robotics, Semiconductors, and broader emerging technologies., • Professional experience building financial models combined with strong forensic accounting knowledge., • Professional or educational experience working with data; programming experience is a plus. Competencies: To perform the job successfully, an individual should excel in the following areas: • Research / Problem Solving- the individual displays strong technical, organizational, and problem-solving abilities. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, asks intelligent questions, and maintains confidentiality., • Quality control- the individual consistently demonstrates accuracy, thoroughness, monitors work to ensure quality, and possesses a strong attention to detail., • Drive- the individual possesses a competitive and self-motivated mindset as well as a natural drive for results, reflecting an ownership mentality., • Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance., • Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates, and partners with others at the firm. The individual possesses the highest standards of integrity, honesty, and mutual consideration., • Planning/organizing- the individual possesses impressive organizational skills, prioritizes, and uses time efficiently., • Written communication- the individual demonstrates superior writing/drafting skills, presents information clearly and concisely, and can read and interpret written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City’s Pay Transparency Law, the currently anticipated base salary range for this role is $125,000 – $175,000 which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual’s experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran’s status, sexual orientation, or any other protected factor.

Our firm is expanding & we're searching for a Recruiting Coordinator to work out of our Madison Avenue location. This role will partner closely with the Director of Recruiting to drive recruitment results. This position offers an exceptional opportunity to gain comprehensive exposure to the entire recruitment lifecycle, including sourcing, selection, onboarding, and development processes. Responsibilities • Support the Madison Avenue Recruiting Team, including directly partnering with the Director of Talent Acquisition & other Recruiting team members., • Manage the full-time selection process for the Director of Talent Acquisition., • Manage the firm’s Talent Acquisition Social Media Presence., • Learn the Financial Advisor career so you can properly articulate the value proposition to candidates and Centers of Influence (COIs)., • Send appropriate communications to Financial Advisor candidates to welcome them to the firm and create a friendly, inclusive, white glove experience., • Serve as a ‘face of the firm’ when candidates come to our office in person by greeting them, giving office tours, and ensuring the person they are meeting is notified of their arrival., • Be our reporting guru. Understand the tracking of recruitment, on-boarding, and development activity, and prepare reports as directed., • Maintain candidate database NMTalent and serve as the team subject matter expert., • Assist in administration of selection profile tools as needed. Create ‘feed lists’ via social media sites., • Maintain supply of all recruitment e-materials and regularly update materials., • Manage expenses and credit card receipts for the team., • Manage calendars appointments for the team and conference room reservations as needed., • Assist with the onboarding and coordination of training for new team members., • Coordinate the weekly and monthly recognition systems for our talent acquisition team. Qualifications • 1-2 years of experience in a recruiting or business related field., • A local college graduate with established relationships and active involvement in school athletics, clubs, and work., • Bachelor’s degree, in business or related field., • Demonstrated ability to work professionally within a team and engage with all levels of stakeholders., • Proficiency with sourcing platforms such as LinkedIn, Indeed, and Handshake., • Strong personal & professional networks, particularly within campus communities., • High degree of initiative and organization., • Excellent oral and written communication skills., • Strong attention to detail with the ability to work with a high degree of accuracy., • Ability to embrace change and work in a fast-paced environment., • Ability to be flexible and open minded., • Willingness to learn. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 We are seeking to bring in an associate for our top-tier NY client with client-facing experience in consulting, investment banking, or private equity. This is a strategy role, not a modeling seat, focused on evaluating PE market opportunities, assessing transactional trends, and supporting senior leadership across initiatives tied to mid-market through megafund sponsors. The role will work on high-visibility projects, develop clear strategic perspectives, and drive execution across cross-functional workstreams. The role requires disciplined thinking, strong communication skills, and the ability to produce high-quality analytical work product, briefing materials, and executive presentations that support clear decision-making. This is a strategy role; this role does not involve modeling. Candidates should have 2–4 years of experience in a client-facing advisory role, a demonstrated ability to structure complex problems, and familiarity with the private equity ecosystem. Strong presentation skills and comfort operating at the executive level are essential. This role offers direct exposure to firm leadership, a broad view of strategic decision-making, and a defined path for long-term growth within the strategy organization. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 • Break down ambiguous, high stakes business questions using structured, consulting style analytical frameworks., • Conduct strategic assessments of market dynamics, competitive positioning, and growth vectors relevant to private equity and financial sponsor ecosystems., • Develop polished, leadership ready deliverables such as executive presentations, strategic narratives, and stakeholder briefing documents., • Own the cadence and coordination of cross functional strategic initiatives, including workstream tracking, stakeholder follow through, and milestone accountability., • Synthesize industry trends and internal performance data into clear, decision ready insights for senior leaders., • Collaborate directly with firm leadership on enterprise wide transformation and operational excellence programs. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • Bachelor's degree with 2 to 4 years of professional experience in management consulting, investment banking, or a strategy oriented function within private equity or financial services., • Proven ability to apply rigorous, hypothesis driven problem solving to complex business challenges., • Exceptional skill in crafting executive level communications, building compelling PowerPoint narratives, and developing presentation materials from scratch., • Hands on experience with due diligence workflows, organizational transformation, or initiative management spanning multiple stakeholders and timelines., • Exposure to, or genuine enthusiasm for, the private equity and broader financial services landscape., • Track record of top tier performance evaluations and the ability to thrive in demanding, results oriented settings.

Experienced Campus Recruiter A leading global investment firm is seeking an Experienced Campus Recruiter to support high-touch university recruiting efforts across a fast-paced, intellectually rigorous environment. This is a strong fit for someone who is strategic, polished, highly proactive, and excited by direct sourcing, outreach, and building thoughtful campus recruiting strategies. This is a great opportunity for someone who wants meaningful ownership and exposure in a high-caliber recruiting environment Location: Hybrid. Offices in Midtown Manhattan and Fairfield County, CT Schedule: 2 days/week in office, 3 days/remote CT requirement: The last Tuesday and Wednesday of each month are expected to be onsite in CT; the remainder of the month can be worked from either office Commute support: Transportation/shuttle support from NYC is available for the Connecticut office Hours: Generally 8:30 AM to 6:00 PM, with longer hours during heavier recruiting periods as needed *travel required during peak seasons Compensation & Benefits: $170,000 to $220,000 total compensation, inclusive of base salary and target discretionary bonus and competitive benefits package What the role involves • Leading campus recruiting efforts for early-career hiring, • Building and executing sourcing strategies, with a strong emphasis on direct outreach, • Identifying target schools, talent pools, and pipelines in a thoughtful, data-driven way, • Managing candidate outreach through platforms such as LinkedIn and other sourcing channels, • Tracking recruiting metrics and using data to refine strategy and improve outcomes, • Partnering closely with internal stakeholders on hiring needs and talent planning, • Supporting candidates through the interview process and helping deliver a strong overall experience, • Traveling to campuses during key recruiting periods to represent the firm and engage with talent Ideal background • At least 3 years of experience in campus recruiting, talent acquisition, or another relevant talent-focused role, • Strong experience with direct sourcing and outbound candidate outreach, • Someone who thinks strategically about recruiting, including school targeting, outreach methods, conversion metrics, and pipeline development, • Bachelor’s degree required, • Open to candidates from a range of industries, • Could also be a fit for someone without a traditional recruiter title if they have highly relevant sourcing and talent-identification experience, • Strong communication skills, sound judgment, and the ability to operate in a fast-paced environment, • Open-minded, intellectually curious, and comfortable in a candid, feedback-rich culture, • Flexible, team-oriented, and willing to step in wherever needed during busy seasons You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting _. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Title: Associate Recruiter – Opus Advisors Location: New York City Start Date: Summer/Fall 2026 Build Relationships. Shape Careers. Work with the Best Investors in the World. _ is an award-winning global executive search firm focused on investment and investor relations talent across a wide variety of asset classes including private equity, hedge funds, credit, venture capital, alternative asset management firms and many others. Since 2006, we’ve partnered with the world’s leading investment firms and built our reputation on trust, long-term relationships, and exceptional execution. We’re a high-performing, tight-knit team that cares deeply about our work, our clients, and each other. Our philosophy is simple: We hold ourselves to the highest standards of quality and integrity and treat others as we would want to be treated. Why This Role Opus Advisors is in growth mode! Our rapidly expanding team is hiring an Associate Recruiter to be based at our New York City headquarters office. This is not a back-office recruiting job. You will sit at the center of high-stakes hiring decisions—working directly with top-tier investors and advising exceptional candidates at pivotal moments in their careers. In addition to being introduced to a wide variety of investment strategies, you’ll gain an understanding of how elite investment firms hire. You’ll develop judgment around talent. And you’ll build a network that compounds over a lifetime. What You’ll Do • Partner with senior recruiters to execute searches for leading investment firms, • Map the landscape across investment banking, private equity, and alternative asset managers, • Identify and build relationships with high-caliber candidates early in their careers, • Conduct thoughtful interviews and write compelling candidate assessments, • Help shape search strategy, including target companies and positioning, • Manage candidate pipelines and drive processes forward with urgency, • Support interview coordination, client communication, and offer execution Who You Are • 1–2 years of experience in recruiting, investment banking, consulting, or a related field, • Intellectually curious with a genuine interest in financial markets, • A strong communicator who can build trust quickly and is client service oriented, • Detail-oriented and highly organized, with pride in your work, • Proactive, resourceful, and energized by a fast-paced environment, • High integrity and sound judgment—you handle sensitive information with care, • Team player who brings a positive attitude, can-do energy and a strong work ethic Why Opus • Access: Work directly with top global investment firms, • Apprenticeship: Learn from experienced, high-performing recruiters, • Trajectory: Clear path to owning searches and building client relationships, • Network: Build lifelong relationships with exceptional people, • Culture: Collaborative, high-touch, and genuinely supportive, • Fun: Team bonding with educational, wellness, and FUN outings and retreats If you’re looking for a positive work environment and a career that blends relationship-building, financial market insight, and real impact—this is it. We’d love to share a conversation if a role in financial services executive search is of interest! Please reply with your resume if interested.

A private family office based in New York is seeking an experienced Controller to oversee the accounting and financial operations of the office and its related entities. The Controller will be responsible for managing the day-to-day accounting operations while also providing financial oversight across a portfolio that includes real estate investments, construction projects, operating entities, and personal and trust entities. The role will also oversee project-level financial tracking, vendor payment processes, and employee expense management, ensuring disciplined controls and financial transparency across all entities. This position is suited for a hands-on accounting leader who can both manage the operational details of accounting and bill pay while also providing strategic oversight of financial systems, reporting, and treasury management. The family office represents a Principal who is actively involved in real estate construction and operations, and who splits time between New York City and the Hamptons. The role will be remote, with the expectation that the Controller will be available to come onsite to the Principal’s New York City and Hamptons properties from time to time, as needed. Responsibilities: Financial Leadership & Oversight • Oversee all financial, accounting, and internal control activities across the family office and related entities, • Maintain accurate financial records and reporting across multiple legal entities, including real estate holdings, operating entities, and personal family structures, • Develop and maintain financial reporting frameworks to support decision-making by principals and leadership, • Assist in preparing financial summaries and reporting packages for family meetings, governance discussions, and strategic planning Accounting Operations • Oversee the full general ledger and accounting cycle across all entities, maintained within Intuit Enterprise Suite, • Maintain and manage the chart of accounts and entity structures within the accounting system, • Ensure timely completion of month-end and year-end closing process, • Oversee expense categorization and class/department coding to support accurate financial reporting, • Prepare month-end journal entries, including accruals, prepaid amortization, depreciation, and other adjustments, • Maintain financial documentation in an organized manner Budgeting & Financial Oversight • Assist with annual budgeting processes, including gathering inputs and maintaining budget models, • Monitor actual expenses versus budget and provide variance analysis, • Support cash flow planning and anticipated expenditures, particularly for construction projects and large vendor payments Accounts Payable & Bill Pay • Manage the full accounts payable cycle, including invoice receipt, coding, approval routing, and payment execution, • Execute bill payments through Ramp, including vendor setup, payment scheduling, and reconciliation of transactions, • Maintain vendor records, including W-9 documentation and compliance tracking, • Prepare and coordinate 1099 reporting and filings in partnership with external tax advisors, • Monitor and review accounts payable aging and provide reporting to leadership as needed, • Maintain strong vendor relationships and ensure timely payment of invoices, • Prepare monthly and quarterly financial reporting packages Real Estate & Construction Accounting • Maintain accounting records for multiple real estate entities, including tracking operating expenses, capital expenditures, and project costs, • Support construction project accounting, including vendor payments, draw tracking, and budget monitoring, • Work with project managers, contractors, and vendors to ensure accurate tracking of construction costs and capital improvements, • Assist in maintaining entity-level financials for real estate holding companies and related investments Expense Management & Corporate Card Oversight • Administer and monitor employee corporate cards and expense management through Ramp, • Review employee transactions and ensure proper documentation and coding of expenses, • Establish and maintain expense management policies and internal controls, • Track recurring expenses, subscriptions, and service contracts across entities Tax Coordination and Compliance • Coordinate with external tax advisors on annual tax filings across individuals, trusts, and entities, • Maintain schedules supporting tax payments and estimated taxes, • Track and ensure timely payment of property taxes, estimated taxes, and other required filings, • Maintain organized documentation for tax compliance and reporting Systems & Process Management • Maintain and optimize accounting systems, including Intuit Enterprise Suite and Ram, • Identify opportunities to improve financial processes, reporting, and internal control, • Evaluate and implement financial tools or systems that enhance efficiency, transparency, and scalability Qualifications • Bachelor’s degree in Accounting, Finance, or related field (CPA preferred), • 10+ years of accounting or finance experience, ideally within a family office, real estate investment firm, private investment office, or closely held businesses, • Strong understanding of accounting principles, tax regulations, and financial reporting standards, • Familiarity with real estate accounting and construction project accounting strongly preferred, • Experience overseeing accounts payable, general ledger, financial reporting, and treasury operations, • Experience working with external tax advisors and financial institutions, • Familiarity with Ramp, QuickBooks, or Intuit Enterprise Suite preferred, • Strong organizational and analytical skills with the ability to manage multiple entities and priorities simultaneously, • Excellent communication, interpersonal, and leadership skills with the ability to collaborate effectively with family members and external advisors, • Analytical mindset with the ability to synthesize complex financial data into actionable insights, • Strategic mindset with a proactive approach to identifying opportunities and mitigating risks, • Exceptional integrity, discretion, and judgment, • High emotional intelligence and a strong sense of teamwork, • Comfortable navigating ambiguity and operating as a self-starter, • Proactive, polished, and professional demeanor Job Type: Full-Time, Hybrid; physical offices located in New York City and the Hamptons Compensation: Annual salary range of $175,000–$225,000, based on experience and qualifications, with comprehensive benefits