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The Atlantic Group has partnered with an investment firm in the Greenwich, CT area. They have an immediate need for a Valuation Associate to join their team. This position is a full-time contract role that’s estimated to be around 4 months in length. Summary: Ideally searching for someone with 7-10 years of experience who brings a forward-thinking approach, especially when it comes to technical solutions and the utilization of AI. Responsibilities include: -Utilize market data and information from internal and external sources to value private debt investments such as loans to credit funds, business development companies, private companies, and other private investments. -Conduct various control procedures to ensure accuracy, consistency, reasonableness, and independence of valuation methods and the overall valuation process -Preparation of comprehensive valuation reports, presentations, and memos for the valuation committee ensuring accuracy, transparency, and compliance with reporting standards -Partner with the development team to build out and improve daily processes and internal systems -Stay updated with industry trends, market dynamics, regulatory changes, and valuation best practices, incorporating relevant insights into the valuation process and investment strategies. -Build and maintain strong relationships with external valuation vendors and internal stakeholders, including senior management and investment professionals -Continuously identify opportunities to enhance the valuation process, leveraging technology, automation, and innovative methodologies to increase efficiency, accuracy, and scalability Requirements: -7–10 years of experience in valuation, private credit, investment management, or a related financial services environment • Bachelor’s degree in Finance, Accounting, Economics, or a related field -Strong experience valuing private debt investments, including loans, credit funds, BDCs, and other illiquid/private investments -Solid understanding of valuation methodologies, market data analysis, and financial modeling techniques -Experience preparing valuation reports, committee materials, and supporting documentation for senior leadership and auditors -Ability to analyze complex financial data and deliver clear, actionable insights -Strong technical aptitude with an interest in leveraging technology, automation, and AI-driven solutions to improve processes and workflows Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 49105

Job Title: Executive Assistant/Office Manager Reports to: Managing Partner Location: Onsite- Greenwich, CT Status: Full-time About the Company: Factory LLC is a private equity firm that makes control investments in the North American packaged food and beverage sector. The firm partners closely with management teams to drive long-term value creation through disciplined capital allocation and operational oversight. Role Overview: The Executive Assistant/Office Manager will provide high-level administrative and operational support to the Factory LLC investment team. This role is critical to the day-to-day functioning of the portfolio and requires exceptional organization, discretion, and attention to detail. The ideal candidate is proactive, service-oriented, and comfortable owning office operations while supporting financial and administrative activities in a fast-paced investment environment. Key Responsibilities: • Provide comprehensive administrative support to the Partners, including calendar management and meeting coordination., • Organize key annual investor meeting, managing venue arrangements, material, catering and onsite logistics., • Manage office operations, including ordering office supplies and maintaining common areas., • Serve as the primary point of contact for vendors, building management, and service providers., • Assist with basic bookkeeping tasks, including invoice processing and record maintenance., • Prepare and process expense reports, track reimbursements, and ensure timely submission., • Support bank-related activities, including initiating and tracking bank wires., • Assist with capital call administration, including preparation, tracking, and documentation support., • Plan and support internal and external meetings, including preparation of presentation materials., • Coordinate travel arrangements, including flights, hotels, ground transportation, and itineraries., • Support ad hoc projects and special initiatives as assigned. Qualifications: • Minimum 3 years of administrative or office management experience, preferably within private equity, finance, professional services, or a fast-paced corporate environment., • Experience with bookkeeping, expense management, and financial administration highly preferred., • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with expense and accounting systems a plus., • Strong organizational skills and exceptional attention to detail., • Ability to manage multiple priorities and deadlines simultaneously., • High level of discretion and professionalism., • Comfortable working independently and as part of a small, collaborative team with a strong sense of ownership., • Flexible and adaptable to changing priorities in an environment that values urgency, responsiveness, and sound judgment.

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

Company. Burnham Sterling & Company LLC (or registered affiliates thereof) (“Burnham”, the “Firm” or the “Company”) is a financial services firm focused capital raising for aviation and other asset intensive industries and is located in Greenwich, CT. The firm enters into engagement agreements with US and non-US ultra-large corporates and places the investments with investors globally. The Firm is currently in expansion mode, and Burnham is unusual in that it benefits from committed multi-year cash flows to support its expansion. Business. The Firm (itself and through affiliates) structures and places leases, secured debt, tax-leases and provides financial analysis and other related advisory services. The Firm’s professionals work across borders, and the majority of its revenue is from non-US clients. Clients are generally Global Fortune 500 companies. In addition, the Firm recently started an emerging alternative asset manager business with a focus on energy transition investing. Regulatory. The Firm operates an SEC-registered broker-dealer to effect securities transactions and a registered investment advisor with respect to its fund business. Workplace Environment. People who do well at the Company have a strong work ethic, participate and contribute 150%. The Company is unusually team oriented, focused on pleasing its customers and generating repeat business. Position. This is a full-time position to act as general counsel to the Firm and transaction counsel on deals. Any legal support would come from external sources. Matters will include: confidentiality agreements, term sheets, engagement letters, investor development agreements, Burnham’s compensation imbedded into customer financing agreements, litigation matters, employment-related items, tax structuring, transaction documentation, company documentation and records, transaction management, etc. In addition, you will provide training to other team member in term sheet and confidentiality related matters and you will coordinate the relationships the company has with external counsel. You will also interact with customers and investors. This position offers an ability to be highly visible internally and in the marketplace. Significant domestic and international travel is required. You will be required to attend client meetings and conferences, etc. You will also be responsible to manage relationships with major US and global law firms (where they are representing—or seeking to represent—Burnham or clients or investors in Burnham Sterling-arranged transactions) and seek to facilitate introductions by such law firms to target Burnham Sterling clients. The firm is 100% in-office in Greenwich, Connecticut. Experience. You will come from a major law firm or an in-house position at a company with significant capital markets activities. You will have at least 7-years of work experience as an attorney. Minimum of a JD. Candidates with finance experience (on the business side, including investment banking and/or private equity) and/or an MBA are preferred. Career Development. This position is a top position at the company. Salary and Benefits. A base salary, an annual discretionary bonus (based on performance), and a comprehensive benefit package, including medical, dental, retirement plan, Greenwich Water Club membership and a paid 3-month sabbatical every 6 years, is offered. FINRA Licenses. None required for this position.

Cassin & Cassin LLP is a prominent law firm that has over three decades of experience providing the highest quality of service to our clients. The Firm specializes in commercial real estate transactions, representing lending institutions, investment funds, and small to medium-size companies in all aspects of real estate including financing, buying, selling, leasing and development. We are currently seeking a full-time Associate to be based in our Purchase, NY office. This Associate will work in our Agency Lending Practice Group, which is responsible for the origination and servicing of multifamily loans securitized with Fannie and Freddie Mac lending platforms. Job responsibilities will include: • Assisting other attorneys and acting as lender’s counsel in all aspects of pre-closing and closings, including due diligence and correspondence with title companies, surveyors, borrower’s counsel, Fannie Mae, Freddie Mac and clients for properties throughout the United States;, • Loan Document negotiation;, • Reviewing title commitments and underlying title exception documents, zoning reports and surveys;, • Coordinating with title company and surveyor to finalize for closing;, • Reviewing affordable housing documents, commercial leases, ground leases, condominium documents and preparing legal analyses; and, • Reviewing organizational documents and organizational structures of the borrowers. Qualifications: • Bachelor’s Degree and J.D. from an accredited law school (bar admission pending is acceptable);, • Minimum 0-2 Years of experience preferably in commercial Real Estate;, • Knowledge or interest in real estate finance and/or Fannie Mae and Freddie Mac multifamily, affordable housing, and other areas of public finance and community development preferred, but not required;, • Experience working with a Document Management system;, • Excellent written and verbal communication skills;, • Strong attention to detail and ability to multi-task and meet deadlines;, • Desire to be trained and mentored in a fast-paced, team environment;, • Ability to interact effectively with attorneys and colleagues; and, • Must have access to private transportation as there is no public transportation to the Purchase office in Westchester County, NY. Salary range $120,000-$130,000 Cassin is an Equal Opportunity Employer and offers a competitive salary and benefits package.

Immediate Need: Executive Assistant at Prestigious Investment Firm (Greenwich, CT) A fast‑paced investment team is looking for a polished, proactive Executive Assistant to support senior leadership and team of executives. This role is perfect for someone who thrives on organization, anticipates needs, and excels in a dynamic environment. Responsibilities • Manage complex calendars, meetings, and executive communications, • Coordinate domestic/international travel and occasional private aviation, • Handle confidential information with professionalism and discretion, • Prepare and edit documents, presentations, and reports, • Support quarterly tax documentation and expense reporting, • Organize meetings, events, and team logistics, • Assist with special projects and provide backup support to the admin team Requirements • 2–5 years of Executive/Administrative Assistant experience (finance a plus), • Strong Microsoft Office skills, • Exceptional organization, communication, and attention to detail, • Ability to multitask, problem‑solve, and stay ahead in a fast‑moving environment, • High integrity and comfort handling sensitive information

Property Manager Location: White Plains, NY (On-site) Compensation: $100,000 base salary + discretionary bonus Industry: Real Estate A well-established real estate investment and management firm is seeking an experienced Property Manager to oversee a mixed portfolio of primarily residential assets throughout Westchester County and Southern Connecticut. This is a hands-on leadership role requiring a strong operational mindset, excellent tenant relations skills, and the ability to manage both building staff and third-party vendors effectively. The position is based in White Plains, NY, with time split evenly between the office and on-site property visits. Portfolio Overview • Approximately 10 buildings across Westchester County and Southern Connecticut, • Predominantly residential properties with some office and retail assets, • Roughly 700 units under management alongside a Senior Property Manager, • Yardi Voyager experience strongly preferred Key Responsibilities Tenant Relations & Customer Service • Provide exceptional service and responsiveness to residents, • Coordinate with office and building staff to resolve maintenance requests and tenant concerns, • Maintain high tenant satisfaction and retention levels, • Work closely with leasing teams on renewals, move-ins, and move-outs, • Follow up with tenants regarding unsigned lease renewals Staff Management & Oversight • Supervise superintendents, porters, and maintenance personnel, • Participate in hiring, training, and termination of building staff, • Implement systems and processes to improve operational efficiency and accountability Maintenance & Property Operations • Oversee maintenance and repair work for residential units and common areas, • Ensure properties remain clean, safe, and well-maintained, • Conduct routine property inspections and maintain detailed records, • Monitor maintenance supply inventory and usage, • Coordinate and manage outside vendors and contractors, • Proactively address safety and liability concerns Financial & Administrative Responsibilities • Coordinate with accounting and office staff regarding rent collections and non-payment matters, • Review and approve maintenance and repair invoices, • Assist leasing teams in ensuring timely lease renewals Compliance & Documentation • Ensure compliance with all local, state, and federal housing regulations, • Maintain organized property records and operational documentation Qualifications • Previous residential property management experience required, • Experience managing building staff and vendors, • Strong organizational and communication skills, • Ability to manage multiple priorities across a diverse portfolio, • Yardi Voyager experience preferred, • Reliable transportation for local property visits Benefits • 401(k) with 2% employer match, • 2 weeks vacation, • 7 personal/sick days, • 50% employer contribution toward individual health coverage Interview Process • Zoom interview, • On-site office meeting, • Property visit to meet building teams, tour vacant units, and observe operations

Top hedge fund located in Greenwich, CT, is seeking a well-educated confident and highly professional Executive Assistant to support a very Senior Executive Act as a professional and committed gatekeeper and partner. Manage intricate calendaring, organize board meetings, prepare meeting materials, manage schedules and correspond with high profile dignitaries and executives. Devise memos, letters, and correspondence. Organize domestic & international travel and offsite events. Must have 8+ years of consistent experience supporting a chairman level executive out of a highly regarded, fast paced investment firm, and possess exceptional gatekeeping, technical, clerical and writing capabilities. Proficiency in MS Office, Teams, Zoom, Concur. Bachelors' degree, with impressive academic credentials required.

Director, Hotel Asset Management Real Estate Private Equity Wheelock Street Capital offers a unique opportunity to join a highly entrepreneurial, growth-oriented real estate private equity firm with a strong track record of performance. The firm fosters a collaborative, partnership-driven culture where team members are empowered to take ownership, contribute meaningfully, and grow into leadership roles over time. As a top-quartile investor with a reputation for excellence, Wheelock partners with some of the most respected institutional investors in the industry and provides exposure to a broad range of investment strategies. The platform combines institutional rigor with an agile, dynamic environment, and offers competitive, equity-based compensation aligned with long-term value creation. Notably, the firm’s hospitality vertical plays a central role in its investment strategy, serving as a key driver of growth and differentiation within the broader platform. We are seeking a senior hotel asset management professional with an entrepreneurial orientation and a genuine focus on value creation. The role is best suited for someone who approaches each asset as an owner, with a practical understanding of what drives performance, the judgment to prioritize the right opportunities, and the initiative to see them through. Our view is that investment returns are a product of better decisions made at the asset level — in operations, capital allocation, and competitive positioning. We are looking for someone who shares that perspective and is motivated by improving the fundamentals, not just tracking them. The Opportunity You will serve as the primary ownership representative across a portfolio of institutional-quality hotel investments — actively engaged in strategy, performance, and capital allocation rather than functioning purely as a monitor. You will work directly with third-party operators, brands, lenders, and JV partners to shape outcomes at the asset level. The role requires a blend of creative thinking, commercial judgment, and disciplined and timely execution. How You’ll Create Value The core of this role is identifying and executing on the operational and strategic levers that drive asset performance over time. That means: • Revenue & Rate Strategy. Diagnosing what each asset truly needs — whether that is a revenue strategy reset, a capital reinvestment, an operator change, a brand repositioning, or a repositioning of the physical product — and building the case and plan to get there., • Operational Excellence. Working collaboratively with third-party operators to improve rate and mix strategies, manage costs, and drive bottom-line performance — with clear expectations and accountability on both sides., • Capital Allocation. Developing a creative, ROI-driven capital investment thesis for each asset. Identifying projects that meaningfully improve the guest experience, unlock new revenue streams, and/or structurally reduce operating costs — not just those required by brand mandates., • Competitive Positioning. Understanding the competitive set deeply enough to identify white space — in rate, in product, in experience, in market positioning — and translating those insights into actionable property-level strategies., • Asset Intelligence. Anticipating problems before they surface in the numbers. Connecting operational patterns, guest sentiment, booking trends, and market dynamics into a forward-looking view of each asset’s health. Anticipating capital project execution issues, and proactively addressing budget and schedule issues before they become major problems., • Reporting & Governance. Bringing structure and discipline to monthly and quarterly performance reviews, capital planning, and partner communications—without losing the forest for the trees. What We’re Looking For We are looking for someone who combines deep hospitality expertise with an investor’s mindset and an operator’s instinct. Specifically: • 8–15+ years in hotel asset management, hospitality investment, or PE real estate, with direct experience driving operational and financial improvement at the property level., • An entrepreneurial orientation—someone who identifies opportunities proactively, builds conviction independently, and executes with urgency. You do not wait to be told what to look for., • Fluency in hotel economics: you understand how RevPAR flows to NOI, where margin leakage hides, and which cost and revenue levers move the needle most in different hotel types and market conditions., • Experience working with—and influencing—branded and third-party operators. You know how to build productive relationships while still holding operators to a high standard., • Strong financial modeling and underwriting capabilities, used as a tool for decision-making rather than an end in themselves., • Experience in executing major capital improvement and repositioning projects. Ability to lead a team of project managers, property managers and design teams to create best-class spaces while being a respectful fiduciary of capital., • The ability to think across time horizons—near-term operational improvements, medium-term capital plans, and long-term asset positioning—simultaneously., • Executive presence and communication skills that allow you to engage credibly with senior stakeholders, on-property leadership, brand representatives, and lenders., • A genuine passion for the hospitality business—curiosity about guests, products, and markets that keeps your thinking fresh and grounded. Our Approach We take a long-term, hands-on approach to hotel ownership. That means staying close to our assets, investing thoughtfully in their physical and operational quality, and maintaining strong working relationships with our operators and brand partners. We look for asset managers who bring that same consistency and seriousness of purpose to their work. If this type of role and approach are of interest, we welcome the opportunity to connect. To apply or learn more, please contact Patrick Campbell at Campbell@wheelockst.com.

Executive Assistant - Legal & Compliance.Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing our

Job Description The Atlantic Group has partnered with a large investment management firm in the Greenwich, CT area. They have an immediate need for an Investor Relations Associate to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Job Description: -Prepare investor-facing materials (PowerPoint decks, quarterly reports, fact sheets), translating complex data from different sources into clear, polished deliverables; -Demonstrate a strong understanding of investment performance and market data, comprehending the underlying figures, trends and context to ensure materials are accurate, coherent, and meaningful; -Partner cross-functionally to deliver high-quality materials under tight timelines with strong attention to detail; and -Manage multiple projects simultaneously, balancing competing deadlines and priorities without compromising quality. Work Schedule: 5 days a week in the office Requirements: -Bachelor’s degree required -3+ years of experience in Investor Relations, Asset Management, Financial Services, Private Equity, Hedge Funds, or related industry -Strong proficiency in PowerPoint and Excel required -Exceptional attention to detail with strong proofreading and quality control skills ID: 48980

Job Description Controller Visiting Nurse Service Westchester, established in 1901, is looking for a Controller to be based in our White Plains, NY headquarters. As a "destination employer", VNS Westchester is a company that is widely considered a highly desirable place to work, where people actively seek out employment opportunities due to its reputation for career growth, positive work culture, competitive benefits, and strong brand image, essentially making it a "dream company" within the industry for potential employees to aspire to join and stay at long-term. We are an organization that is well known in the community as a desirable place to work. VNS Westchester is a place current employees consider their home away from home. At Visiting Nurse Service Westchester, that is our mission, to maintain our standing as a destination employer. We have one of the top benefits packages in the industry! “WE TAKE CARE OF OUR PEOPLE! “ Purpose of Position: Directs all financial services, prepares and presents monthly financial statements, coordinates the preparation of budgets and projections, and other financial analysis. Supervises and assures that the Accounting Department is appropriately staffed (number and qualifications). Responsibilities: • Oversees and directs all financial functions and supervises the activities of accounting staff. Establishes and monitors staff performance goals., • Develops / maintains Fiscal Policies and Procedures and regularly strives to improve processes and procedures, • Prepares monthly financial statements for presentation to the Chief Financial Officer and to the Finance Committee., • Ensures all sub ledgers are reconciled to the general ledger on a monthly basis., • Monitors accounts receivable, net revenue and related statistics for any significant trends/changes and potential (Fee-for-Service and Medicare billing)., • Periodically reviews the charge structure for optimization and compliance with regulations (Medicare case weight and reimbursement rates)., • Identifies and analyzes opportunities for increasing patient cash flow and maximizing return on investment., • Prepares with the CFO and senior management the annual capital and operating budgets. Monitors monthly budget variances and FTE variances., • Identifies and analyzes opportunities for cost effective and reduction of expenses., • Completes special internal audit projects as necessary., • Coordinates the annual audit with the independent accounting firm., • Prepares and / or reviews state and federal tax filings and Governmental reports., • Coordinates the annual third party intermediary audits and reports., • Coordinates the preparation of monthly and annual Cost Reports (VNSW and VNSW at Home)., • Completes statistical reports as required by the Department of State., • Interacts with other Department Managers and/or Administrative staff for project completion., • Protects assets by strictly adhering to standard accounting policies and procedures., • Prepares timely and comprehensive employee evaluations., • Enhances departmental use Financial Edge (Accounting System)., • Delegates tasks to the appropriate level., • At any one time, may be required to coordinate several projects in addition to regular duties (will delegate project work to staff or outside consultants as applicable)., • Develops a cash-forecasting tool in collaboration with the CFO, • Performs other job related duties as directed/requested.Supervisory Responsibilities: Directly supervises all employees in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work; appraising performance: rewarding and disciplining employees; addressing complaints and resolving problems. Leadership Competencies: • Ethics & Values: Adheres to an appropriate and effective set of core values and beliefs during both good and difficult times; acts in line with those values; rewards the right values and disapproves of others; practices what is preached., • Vision & Purpose: Creates and communicates a compelling and inspired vision or sense of core purpose; sees beyond today; sees possibilities; is optimistic; creates mileposts and symbols to rally support behind the vision; makes the vision sharable by everyone; can inspire and motivate individuals and entire department., • Integrity & Trust: Is widely trusted: is seen as a direct, truthful individual; can present the unvarnished trust in an appropriate and helpful manner; keeps confidence: does not blame others for own mistakes or misrepresents self for personal gain or protection., • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; talks and acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect., • Builds Team Spirit: Creates strong morale and spirit in team; shares wins and successes; fosters open dialogue; let’s people finish and be responsible for their work; lets subordinates present to senior management; acknowledges that real success is the success of the whole team; creates a feeling of belonging in the team., • Dealing with Ambiguity: Can effectively cope with change; can shift gears comfortably; can make sound decisions and act under pressure; is not flustered when things are up in the air; does not have to finish one thing before moving on; can comfortably handle risk and uncertainty.Qualifications:, • Bachelor’s Degree in Accounting from an accredited college or university; CPA and/or MBA a plus., • Minimum seven (7) years of experience as Accounting Department Manager or Director of Finance., • Ability to Write / Implement Policies and Procedures, • Ability to meet the necessary time and schedule requirements as related to the position., • Comprehensive healthcare experience., • Innovative and motivated to continuously improve internal systems and Policies., • Must be proficient with Microsoft Office applications and have ability to quickly learn other computer programs as needed, including Financial Edge and all other agency EMR’s.Salary Range: $130,000 to $150,000 Benefits: • Medical, • Dental, • Vision, • Long Term disability, • Short Term disability, • Pension, • 403B annuity, • Generous PTO, • Tuition Reimbursement, • Life Insurance Powered by JazzHR mSsQIktWX7

Job Description We are seeking a Sales Closer to join our team! You will resolve customer questions and offer solutions to drive company revenue. Responsibilities: • Present and sell company product to HNW investors, • Prospect and contact potential customers, • Reach agreed upon sales targets by the deadline, • Resolve customer inquiries and complaints, • Set follow-up appointments to keep customers aware of latest developments, • Create sales material to present to customers Qualifications: • Previous experience in sales, customer service, or other related fields, • Familiarity with CRM platforms, • Ability to build rapport with clients, • Strong negotiation skills, • Deadline and detail-orientedCompany DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Job Description Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve. Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention. The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm. This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. The attributes that we look for in teammates include: • A sincere commitment to earning each client's trust by doing what's best for them, • Exceptional listening and communication skills with a genuine curiosity about people, • Strong financial planning knowledge across investments, retirement, tax, and estate topics, • Desire to continuously learn, grow, and mentor junior team members, • Humility and high responsiveness toward client needs, • Natural self-starter with a strong sense of time management and task prioritization, • Careful attention to detail combined with the ability to move work forward efficiently, • Firm commitment to compliance, process, and operational excellence, • Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team, • Flexibility and openness to new ideas, with a willingness to adapt and innovate, • Strong interpersonal skills, building rapport easily with clients and colleagues, • Desire to be a long-term contributing member of the team and firm Responsibilities Include: • Help individuals meet their unique financial needs and objectives on an ongoing basis:, • Establish and define the client-planner relationship., • Gather data, including goals., • Analyze and evaluate financial status., • Develop and present financial planning recommendations and/or alternatives., • Implement financial planning recommendations., • Monitor the financial planning recommendations., • Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met., • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives., • Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements. Provide personal client service such as but not exclusive to: • Work effectively with affiliated professionals who also serve as advisors to clients., • Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met., • Respond to questions and concerns of clients., • Schedule and plan client meetings using the contact management system., • Rebalance client portfolios based on planner's criteria and using appropriate tools., • Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth., • Participate in the firm's investment committee, as appropriate. Qualifications: • Bachelor's Degree in Finance or related field, • Series 7, Series 63, and Series 65 or 66 licenses, • Experience working in small office environments highly desirable, • Ability to convey complex concepts simply, • Strong client facing experience in Wealth Management, • Excellent knowledge and communication of financial planning concepts and terminology, • Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities, • Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence, • Experience handling tax-related questions and working closely with tax professionals on behalf of clients., • Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (4 days in office / 1 day remote) Interactive Brokers is looking for a motivated, data professional to support the implementation of Data Lineage and Data Governance efforts. Responsibilities: The Senior Compliance Data Analyst's primary focus will be to: • Support the continued adoption of the Interactive Brokers Data policies and procedures, • Oversee governance efforts to strengthen data lifecycle management across the enterprise, • Collaborate with technical and business stakeholders to strengthen data quality, • Produce source to destination data maps for AML compliance reports and systems, • Design periodic and adhoc supervisory reports and complete associated reviews, • Guide and manage data incidents and remediation, • Implement internal control enhancements and appropriately solution potential compliance matters, • Assist coordinate responses to regulatory inquiries from foreign and US regulators, • Draft and implement firm policies, controls and written supervisory procedures Qualifications: • 5-7 years' experience with a broker-dealer, investment manager or regulator, • Solid academic background with a Bachelors or Masters in Finance, Business, Economics, Computer Science, Data Sciences or Information Systems preferred, • Experience with data catalog, business glossaries, mapping and metadata management tools, • Experience with data classification and data loss protection policies and controls, • Experience with triaging data incidents, • Working knowledge of data related regulations for data management and data protection, • Knowledge of UNIX, SQL, Python and databases is a plus, • Ability to develop solutions that satisfy relevant regulations while executing sound business judgment, • Ability to work both independently as well as in a small-team environment, and to multi-task with minimal supervision To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision, • Superb analytical and problem-solving skills, • Excellent collaboration and communication (verbal and written) skills, • Outstanding organizational and time management skills Company Benefits & Perks • Competitive salary, annual performance-based bonus, and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid medical healthcare premium, • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities, and company sports teams, • Education reimbursement and learning opportunities

Job Description Hybrid Law Firm Partner Privacy Salary Range of 225K-250K Plus Yearly Bonus Offered, Equating To 1M-2M Excellent compensation package plus benefits White Plains, NY A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. This strategic hire will support increasing client demand and strengthen the team’s ability to counsel sophisticated clients on complex and evolving data privacy issues. About the Role: The ideal candidate will bring extensive experience advising clients on U.S. and international privacy laws and frameworks, providing practical and forward-thinking legal guidance on compliance, risk management, incident response, and strategic data use. You’ll serve clients across industries such as technology, healthcare, education, media, retail, and financial services. In this role, you’ll collaborate closely with other senior attorneys and practice leaders, mentor junior lawyers, contribute to thought leadership, and play a key role in expanding one of the firm’s fastest-growing practices. Why Join: This opportunity offers a national platform and entrepreneurial environment where experienced attorneys can lead and grow. The Privacy and Data Protection team is collaborative and interdisciplinary, working closely with practices across corporate, employment, healthcare, and IP law. Attorneys are supported by strong administrative resources, a national footprint, and firm-wide investment in privacy as a strategic area of growth. Requirements • Deep subject matter expertise in domestic and global privacy laws (GDPR, CCPA/CPRA, HIPAA, GLBA, FERPA, and others), • Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational implementation, and risk mitigation, • Experience supporting incident response, breach notification, and regulatory investigations, • Familiarity with privacy due diligence and data-related concerns in M&A and commercial transactions, • Strong skills in drafting and negotiating data protection agreements, vendor and customer contracts, and privacy schedules, • A client-first mindset, strong judgment, and a collaborative, solutions-oriented approach, • A portable book of business is welcomed but not required Benefits • Medical, dental, and vision insurance, • Life and disability coverage, • Flexible spending accounts and commuter benefits, • Generous vacation and sick leave, • Paid holidays, parental leave, fertility benefits, and backup care support

Job Description Job Summary We are seeking a detail-oriented Tax Intern to support our team during the 2025 tax extension season. This is a hands-on opportunity for a candidate with prior tax experience who is looking to gain practical, real-world exposure in a fast-paced professional environment. Responsibilities • Prepare income tax returns and supporting workpapers, • Organize, scan, and maintain client tax documents, • Track receipt of client information and manage internal status spreadsheets, • Assist in finalizing and delivering completed tax returns, including assembly and mailing, • Communicate with clients regarding completed returns and outstanding items, • Support workflow and document management systems, • Provide general administrative support to the tax team Qualifications • Prior tax experience or exposure to tax preparation workflows preferred, • Familiarity with common tax documents and filing processes, • Experience with CCH, Adobe, and Microsoft Outlook strongly preferred, • Strong attention to detail and organizational skills, • Ability to manage multiple tasks and meet deadlines, • Professional communication skills Requirements • Available Monday–Friday, with full availability August through October (required), • Ability to work in-office in Riverside, CT, • Reliable transportation Compensation & Benefits • Paid internship; compensation based on experience, • Opportunity for a full-time position for the right candidate Apply Today Please submit your resume and include your availability for August–October 2026, along with a brief summary of your prior tax experience and any relevant software used. Company DescriptionThe Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize in creative tax strategies integrated with sophisticated financial planning and investment management. Our team is composed of driven, dedicated professionals who value collaboration, precision, and high-quality client service. We offer a supportive and cohesive work environment, strong work/life balance, and the opportunity to work directly with a diverse client base. We emphasize firm culture, an inclusive mindset, and the use of modern technology to enhance both client outcomes and team efficiency. The ideal candidate is enthusiastic, ambitious, and brings a high level of integrity, strong work ethic, and a genuine desire to help others.The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize in creative tax strategies integrated with sophisticated financial planning and investment management.\n\nOur team is composed of driven, dedicated professionals who value collaboration, precision, and high-quality client service. We offer a supportive and cohesive work environment, strong work/life balance, and the opportunity to work directly with a diverse client base.\n\nWe emphasize firm culture, an inclusive mindset, and the use of modern technology to enhance both client outcomes and team efficiency.\n\nThe ideal candidate is enthusiastic, ambitious, and brings a high level of integrity, strong work ethic, and a genuine desire to help others.

Job DescriptionCorporate Associate Attorney – Private Equity / Investment Management & FundsLocations Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm. This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions. Position Overview The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors. This role is ideal for an attorney with sophisticated experience in: • Open-end and closed-end private fund formation, • Investment adviser regulatory compliance, • Family office and institutional investor representation, • Strategic joint ventures, • Private equity and venture capital financings, • Mergers and acquisitions, • General corporate transactional matters The firm offers a hybrid schedule with two remote days per week. Key Responsibilities • Advise on private fund formation, including open-end and closed-end structures, • Counsel investment managers on regulatory compliance obligations, • Draft and negotiate:, • Private placement memoranda (PPMs), • Investment management agreements, • Sub-advisory agreements, • Limited partnership agreements, • LLC operating agreements, • Subscription agreements, • Side letters, • Marketing materials, • Represent family offices and institutional investors, • Support private equity and venture capital financings, • Assist with strategic joint ventures, • Handle M&A and general corporate transactions, • Provide practical advice on evolving investment management issuesQualifications, • J.D. from an accredited law school, • 3–6 years of investment management and private fund formation experience, • Strong experience with:, • Private fund formation, • Investment adviser regulatory matters, • Fund documentation, • Investor negotiations, • Family office representation, • Excellent drafting, technical, and client service skills, • Strong written and verbal communication abilities, • Demonstrated ability to work proactively and independently, • Creative problem-solving skills and strong commercial judgment, • Bar admission in good standing in the applicable jurisdiction requiredCompensation Base salary range: $185,000 – $245,000 Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits. Ideal Candidate The ideal attorney will be: • Technically strong in funds and investment management work, • Commercially minded and business-oriented, • Comfortable advising sophisticated financial clients, • A polished drafter of complex fund documents, • Collaborative and team-focused, • Interested in broadening into adjacent PE, M&A, and finance workWhy This Opportunity This is an outstanding opportunity for an associate seeking to build a high-end private funds and investment management practice within a collaborative platform that also offers exposure to family offices, PE, VC, and strategic transactions. The broad office flexibility and hybrid structure make this especially attractive for laterals seeking both sophistication and long-term lifestyle sustainability.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Hybrid Law Firm Senior Associate Privacy Salary Range of 150K-210K Plus Yearly Bonus Offered Excellent compensation package plus benefits White Plains, NY A nationally recognized law firm is seeking a seasoned Privacy and Data Protection Partner to help expand a rapidly growing Privacy and Data Protection Practice. This strategic hire will support increasing client demand and strengthen the team’s ability to counsel sophisticated clients on complex and evolving data privacy issues. About the Role: The ideal candidate will bring extensive experience advising clients on U.S. and international privacy laws and frameworks, providing practical and forward-thinking legal guidance on compliance, risk management, incident response, and strategic data use. You’ll serve clients across industries such as technology, healthcare, education, media, retail, and financial services. In this role, you’ll collaborate closely with other senior attorneys and practice leaders, mentor junior lawyers, contribute to thought leadership, and play a key role in expanding one of the firm’s fastest-growing practices. Why Join: This opportunity offers a national platform and entrepreneurial environment where experienced attorneys can lead and grow. The Privacy and Data Protection team is collaborative and interdisciplinary, working closely with practices across corporate, employment, healthcare, and IP law. Attorneys are supported by strong administrative resources, a national footprint, and firm-wide investment in privacy as a strategic area of growth. Requirements • Deep subject matter expertise in domestic and global privacy laws (GDPR, CCPA/CPRA, HIPAA, GLBA, FERPA, and others), • Demonstrated ability to lead client relationships and provide strategic advice on privacy compliance, operational implementation, and risk mitigation, • Experience supporting incident response, breach notification, and regulatory investigations, • Familiarity with privacy due diligence and data-related concerns in M&A and commercial transactions, • Strong skills in drafting and negotiating data protection agreements, vendor and customer contracts, and privacy schedules, • A client-first mindset, strong judgment, and a collaborative, solutions-oriented approach, • A portable book of business is welcomed but not required Benefits • Medical, dental, and vision insurance, • Life and disability coverage, • Flexible spending accounts and commuter benefits, • Generous vacation and sick leave, • Paid holidays, parental leave, fertility benefits, and backup care support

Factory LLC is a private equity firm that makes control investments in the North American packaged food and beverage sector. The Executive Assistant/Office Manager will provide high-level administrative and operational support to the Factory LLC investment team.

Factory LLC is a private equity firm that makes control investments in the North American packaged food and beverage sector. The Executive Assistant/Office Manager will provide high-level administrative and operational support to the Factory LLC investment team.

Risk Officer, Assistant Vice President. We're seeking someone to join our team as a Risk Officer, Assistant Vice President to provide overall risk support and coverage for WM Platforms. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securitie

The Atlantic Group has partnered with an investment firm in the Greenwich, CT area.

Job Description Software Engineer - hedge fund in Greenwich, CT **if interested please send a resume to: rick@ingenium.agency Position Summary: We are seeking a skilled and motivated Associate, Developer to join our team. The successful candidate will be responsible for automating and streamlining our operations and processes, building and maintaining tools for deployment, monitoring, and operations, and troubleshooting and resolving issues in our development, test, and production environments. Responsibilities: Infrastructure and Automation · Develop and maintain automation scripts and tools to manage infrastructure. · Design, implement, and manage continuous integration/continuous deployment pipelines to enable rapid software development and deployment. · Set up and maintain monitoring and logging solutions to ensure system performance, reliability, and availability using tools. · Collaborate effectively across teams to streamline repetitive tasks. · Implement and manage security best practices, including vulnerability assessments, patch management, and incident response. · Troubleshoot and resolve issues in development, test, and production environments. · Analyze system performance and identify bottlenecks; recommend and implement performance improvements. Required Skills & Experience: · Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. · A minimum of four years of experience as an Associate Developer or in a similar role. · Background working with vendor-provided API's. · Scripting skills in languages such as Python, SQL, or PowerShell. · Knowledge in Microsoft Excel and VBA. · Working knowledge of AI tools and platforms, with the ability to apply them effectively in day-to-day workflows. · Demonstrates a general understanding or curiosity about financial markets, stocks and broader business trends. · Strong problem-solving and troubleshooting skills. · Excellent communication and collaboration abilities. · Self-motivated and eager to learn. · Strong work ethic and high level of professionalism and integrity · Ability to work in a fast-paced, dynamic environment and handle multiple tasks concurrently. · Experience with Power Automate. Preferred Qualifications: · Proficiency with automation tools. · Familiarity with containerization and orchestration tools. · Experience with monitoring and logging tools (e.g., Prometheus, Grafana, OpenTelemetry). · Background working with Redis and/or Hashi Corp Vault. · Comfortable working across Windows and Linux environments. About us: We are a private investment management company in operation for over 25 years, investing in global multi-industry public markets, through long-only, long and short, and private investment strategies. We currently manage approximately $18+ billion in assets across its various strategies. We have two offices, in Greenwich, Connecticut and in New York City. The firm employs a team comprised of approximately 100 employees. We provide comprehensive benefits to support our employees, their careers, their health, and their well-being, including the following: · Competitive compensation structure · Fully paid health care benefits for employees and dependents · Generous parental and family leave policies · Paid vacation and sick time · Mental and physical wellness programs · Tuition assistance · A 401(k) savings program with a generous employer match

Investment Management Firm Tax Associate. Analyze tax implications of financial transactions and provide recommendations. A successful Tax Associate should have:.

Product Platforms Product Owner Fixed Income - Assistant Vice President. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. It is the policy of the Firm to ensure equal employment

AQR is a global investment management firm built at the intersection of financial theory and practical application.We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorou

A leading investment management firm in Connecticut seeks a Senior Software Engineer specializing in Portfolio Implementation.The role involves leading the design of systems that implement portfolio strategies, mentoring engineers, and collaborating with teams globally.Candidates should possess over

The role requires an active CPA with 15+ years of fund accounting experience at an investment firm or Big 4/Public firm, with knowledge of private credit, CLO funds, or distressed credit. Develop and maintain accounting policies and procedures tailored to private credit. Act as subject matter expert

Our client is a boutique executive search and advisory firm operating at the intersection of private equity, operating leadership, and strategic growth.The firm partners closely with founders, investors, and executive teams to build high-impact leadership benches while also supporting investment-rel

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. However, base pay i

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth manage

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Team members will have an extensive understanding of the Alternative Investment space and the Morgan Stanley platform. However, b

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.

The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically within Investment Solutions. Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives. Assist with re

IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. Morgan Stanley is a leading global financial services firm providing a

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth manage

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Trading Operations / Investment Platform Analyst. Alt

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 4

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments - Institutional Securities, Wealth Management, and Investment Management. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enha

Our client, a dynamic investment firm, is seeking a polished and proactive Receptionist to support their Midtown office. Assist with firm events and administrative projects.

We’re partnering with a leading, highly respected investment firm to find a standout. Exposure to a top-tier investment platform.

You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Experience supporting financial services, lending, or investment-related businesses. Familiarity with investment or fund accounting systems. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications.

We're currently looking for individuals across the country to take part in online paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi