Investment management jobs in New York, New York - Page 8Crear alertas

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will play a key role on a midtown NYC broker-dealer trading desk, supporting both trading activity and overall desk operations. This position involves executing and servicing trades across multiple asset classes—Equities, Options, FX, and Mutual Funds—while ensuring smooth trade flow, compliance with regulatory requirements, and a high standard of client service. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

Job Description Benefits/Perks • Competitive wages, • Career Growth Opportunities Responsibilities: • Plan and organize all elements of event logistics, • Conduct market research to identify potential opportunities and interest, • Create event budget and maintain strict adherence to it, • Negotiate contracts with vendors and suppliers, • Hire event staff, • Ensure compliance with all legal, health, and safety regulations, • Proven experience as an events manager, • Skilled in project management, • Knowledge of KPIs and marketing techniques for event management, • Outstanding communication and negotiation ability, • Excellent organizational skills, • A knack for problem-solving, • Customer-service orientation, • A team player with leadership skills, • Bachelors degree in public relations, marketing, hospitality management or related field is preferred Flexible work from home options available.

Job Description VTS is looking for an intelligent, self-motivated sales professional to join our team as a Principal Account Executive in our New York office. Our Account Executives are hard working, coachable, curious, adaptable and take a process-oriented approach to closing new business on a quarterly basis. If this describes you and being at the forefront of innovation in the world's second largest asset class, then we want you on our team! As a Principal Account Executive at VTS, you'll lead net-new customer acquisition across strategic, high-value accounts. This role is designed for a senior, consultative seller who thrives in complex sales cycles, can operate at the executive level, and consistently closes large, multi-year deals. You will own the full sales lifecycle—from prospecting and discovery through negotiation and close—while partnering closely with Sales Development, Solutions Engineering, Product, and Leadership To thrive in this role you must be driven, and possess an eagerness to learn. A high level of accountability towards a quality work product. You value collaboration, engaging cross-functional partners to solve challenges to ensure the best strategy is applied to the client. You should possess a natural curiosity and desire to understand the business, customer insights, and real estate industry. Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. What Makes This Job Awesome? • Help bring Commercial Real Estate into the 21st Century - map customer's key issues to our solution, • Become an expert on the VTS product suite and value proposition (focus on driving tenant experience outcomes on an asset level through VTS RIse), • Present to C-level executives on the value of the VTS solution through product demonstrations in person and via web tools, • Represent VTS and evangelize our vision through in-market events, industry groups, and CRE specific initiatives, • Prospect, nurture, and close new business, • Accurately forecast and execute on quarterly revenue targets, • Negotiate pricing and sales contracts to close new business while navigating multiple decision makers, • Work closely with sales, account management, and customer support teams to ensure our customers are successful, • Form relationships with senior decision makers, asset managers, and brokers at the top commercial real estate firms across the country What Makes You a Great Fit? • 8–12+ years of B2B sales experience, preferably in PropTech, with a strong focus on net-new enterprise sales, • Proven track record of closing large, complex deals (typically $100K–$1M+ ACV), • Experience selling to senior executives (VP, SVP, C-suite), • Strong discovery, negotiation, and deal-strategy skills, • Ability to operate independently and manage long, consultative sales cycles, • Experience in SaaS, Property technology, or data-driven solutions, • Background in selling multi-year or usage-based contracts What VTS Values & How We Show It: • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you're building with our equity packages., • Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more! About VTS: VTS is the industry's only technology platform that unifies owners, operators, brokers, and their customers across the commercial and residential real estate ecosystems. In 2013, VTS revolutionized the commercial real estate industry's leasing operations with what is now VTS Lease. Today, the VTS Platform is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by real estate professionals across the globe. With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $130,000 - $150,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. There is a commission structure for the position that will bring the OTE (on target earnings) to $290,000 - $310,000 depending on the base salary agreed upon and achievement to goals. EEO Guidelines VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at Privacy Policy

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are looking for a Product Designer II to join the Customer Value team, who will build a broad set of experiences to help members, customers and internal teams at Spring Health. You will design cohesive experiences to help members get the best, personalized care powered by our clinical intelligence engine. You will design a narrative that builds member trust and confidence in the personalized recommendations they received based on their needs. You will work directly with Data Science to ensure our AI recommendations are presented with empathy and clarity. You will help ensure customer trust by delivering the right sized experience based on customer expectations. You will support cross-functional product strategies and directly impact margin, member and customer satisfaction. We have a broad range of design skills on the team and we pride ourselves on a strong culture of experimentation, creativity, and accountability. The challenges on this team should get you excited about uncovering opportunities to address customer and member needs while ensuring Spring Health as a business continues to be healthy and growing. Please note that this is a hybrid role based in New York City, with an expectation to be in office 2-3 days a week. Our office is located at 60 Madison Avenue. What you'll be doing • Partner closely with Product, Engineering, Data Science, and Member Growth teams to identify and ship meaningful and measurable impact on Spring's Customer expectations and Member experiences and care quality in alignment with Spring Health's overall product strategy., • Identify friction points in the member and provider experience and hone in on the most impactful problems to solve. Ship high quality solutions., • Design the user interface and interaction patterns for our AI-driven journey to care focusing on transparency, trust, and explainability when recommending care modalities., • Design solutions to test hypotheses and gain signals for further improvements., • Help everyone across the organization understand design decisions and progress through high quality documentation and guidance., • Combine empathy, curiosity, and inspiration to develop truly unique approaches that differentiate Spring and advance the mission of promoting access to mental health.., • Design member and provider journeys to drive measurable improvements in care conversion and continuity of care, contributing directly to core L0 business results., • Experience improvements increase member care retention, including stronger therapeutic alliance, higher engagement, and fewer members going "off track" across their care journey., • Partnering with Data Science to create transparent, empathetic, and explainable AI-driven recommendations that enhance member trust and demonstrably improve decision accuracy., • Cohesive, high-quality design work meaningfully impacts margin and utilization cost, helping drive the sustainability goals of Spring Health. You've worked for 3+ years in product design capacity at a technology-driven organization with product managers, data scientists, and engineers, contributing to or leading the design of product experiences with a metrics-driven approach to design. Impact Driven • Portfolio work that demonstrates your experience transforming product objectives into solutions that are impactful to the business and users., • Experience partnering closely with Product Management, Engineering, and Data Science, as well as collaborating with external stakeholders such as Customer Support, Marketing and Sales, to create and deliver on a shared vision of success., • Strong communication skills for articulating, discussing, and advocating for design decisions across the team, cross-functionally and to leadership. High quality documentation and guidance., • Solve problems with purpose and urgency. Hold yourself accountable to ambitious yet realistic timelines with high-quality deliverables., • Ability to give engineers guidelines so that they can move forward without fully completed designs., • Genuine interest in building accessible and inclusive products. Understanding of latest accessibility and usability standards., • Comfortable using and contributing to Design Systems., • Excellent product, interaction, and visual design. Expertise with Figma and prototyping., • Multiple examples of your ability to design best in class user interfaces. Nice to have • Experience in mental health or healthcare, • Has worked for a B2B2C company model, • Front-end development skills, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We're currently looking for independently licensed mental health professionals to join the Care Navigation team (LCSW,LMFT, LPC, LICSW required). The required schedule for this role is Friday to Tuesday 1pm-9am EST, or the equivalent in your respective time zone (i.e., 12pm-8pm CST). What you'll be doing: • Provide in-the-moment clinical support, psycho education, and connection to appropriate referrals and resources on a clinical phone queue., • Utilize skills such as active listening, motivational interviewing, and solution-focused approaches to collaboratively engage with members seeking help with mental health, substance use, or family/relationship concerns., • Assess for risks and provide crisis support, safety planning, and follow up with high risk members to ensure safety and timely connection to care., • Recommend a plan of action based on clinical presentation and coordinate connection to appropriate care and services (Spring Health therapists, coaches, physicians, or external resources)., • Provide after hours support to members and leaders seeking services or connection to the Global team, Management Consultation team, and Spring Internal team., • Use effective written skills to complete professional documentation and to interact with members and providers through email., • Follow care management outreach protocols and utilize good clinical judgment to identify and problem-solve barriers or disruptions to care., • Promote effective care by coordinating closely with Spring Health care providers and the Provider Operations team., • Interact and problem-solve with multi-disciplinary teams such as Care Support, Benefits/Billing, and Product to ensure a smooth member experience., • Participate in staff meetings, case consultations, and trainings., • Assist with onboarding and mentoring new team members., • LCSW, LMFT, LPC, or licensed psychologist., • Minimum of 2+ years of direct clinical care experience., • Expertise in crisis assessment and safety planning, • Knowledge of crisis support, CBT, motivational Interviewing, mindfulness, and solution-focused clinical interventions., • Fully engaged and free from interruptions for the duration of shift., • Excellent listening, written and verbal communication skills., • Approach all interactions with cultural awareness, empathy, and respect for individual identities., • Motivated to go above and beyond for members to provide a high-touch experience., • Tech-savvy: must be comfortable using various computer platforms and learning new systems, and efficient in tech-related tasks., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. What to expect working here: • You will be held accountable to an exceptionally high bar and impact, • This may be the fastest work environment you will ever experience in terms of growth, decision-making, and time to impact, • You will be empowered to set your own boundaries and asked to adapt them in critical moments when the company needs you, • You will create processes & products that have never existed before, • You will have very direct conversations and receive continuous feedback to push you to become the most thriving team member and performer you can be, • You get to be surrounded by some of the brightest minds in the field, • You get to learn and grow at an extremely accelerated pace, • You will experience transparency, integrity, & humility from leadership, • You will be empowered to constantly challenge the status quo, • You get the space to experiment & innovate, • You get to make a transformational impact for the company, mental health, and for real human lives — and you will see that impact quickly, • You will become more resourceful and resilient Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the team. At Avanath, every day is an opportunity to make a difference in someone's life. Whether it is helping residents call one of our communities' homes, providing excellence in customer service, or championing our workforce, we are committed to creating an unforgettable experience as a great place to live, work, and be. Cultivating the American Dream is the purpose that binds the team. At Avanath, every day is an opportunity to make a difference in someone's life. Whether it is helping residents call one of our communities' homes, providing excellence in customer service, or championing our workforce, we are committed to creating an unforgettable experience as a great place to live, work, and be. The Role: The Regional Maintenance Supervisor is a critical contributor to our success in achieving our Corporate Purpose, living our Mission, and honoring our Core Values. The Regional Maintenance Supervisor fosters a high company morale and culture that results in the retention and attraction of top talent. This role impacts every maintenance team member within their assigned portfolio from their very first days with our company through the progression of their career with us. This role supports our brand, helps build our reputation, focuses our efforts on consistently achieving excellence, and enhances the service we bring to our residents, guests, associates, and our properties. This role heightens our ability to grow by recommending and executing upon constant innovative improvements to the management platform with a focus on improving overall maintenance operations. The Regional Maintenance Supervisor is a subject matter expert and experienced leader who excels in a fast-paced, agile, affordable housing environment. This role demands superior problem-solving, leadership, and unwavering follow-through. The successful Supervisor will contribute to the immediate needs of the property by aiding in managing TURNs to minimize property vacancies. They will also aid properties with work order support to ensure maintenance tickets are being closed in accordance with company guidelines. In exercising their responsibilities, they must promote an atmosphere necessary to support the greatest possible satisfaction and well-being of all individuals associated with the properties, including fellow team members and residents, and consistent with the goals and objectives of the Company and property owners. The incumbent in this role must possess a high degree of professionalism and positive engagement for our residents and the workforce. Qualifications • Ability to supervise employed staff., • Demonstrated outstanding verbal, written, multi-tasking, and presentation skills., • Must have the ability to work independently with minimal supervision., • Demonstrated knowledge and skills in operating and maintaining year-round programs and facilities., • Willingness to offer quality internal and external customer service, to assist, and to enhance company guidelines and initiatives., • Possess strong organizational skills and the ability to prioritize work to meet company goals and objectives., • Ability and willingness to travel to various locations within the US for purposes of associate training, property inspections, and property acquisitions/dispositions., • Familiarization with Microsoft systems and applications., • A minimum of (5) five years' experience in the property management, hospitality, or construction management fields with demonstrated work experience in the areas of maintenance operations., • Demonstrated experience in personnel management, proven leadership, and interpersonal skills., • Proficient understanding of the construction industry, terminology, codes, documentation, and building performance issues., • Advanced working knowledge of the following software programs: Microsoft Office (Word, Excel, PowerPoint, Outlook) and Office365., • Aptitude for undertaking administrative tasks such as reporting, budgeting, and working with spreadsheets, etc., • Be detail-oriented, cost-conscious, and reliable to meet deadlines., • Adept at mathematical calculations, equations, and spreadsheet analysis., • Exhibit strong organizational skills, excellent training ability,, • Functions as the Maintenance Supervisor at various communities to which assigned., • Manage all building services and preventative maintenance programs consistent with industry best practice, Avanath's Standard Operating Procedures, and in compliance with the State/Federal Govt./OSHA's Codes/regulations., • Supervise the day-to-day operations, including but not limited to heating, ventilating, air conditioning (HVAC); plumbing and piping; fire protection; building automation and maintenance systems; and general building maintenance and troubleshooting., • Prioritize and schedule maintenance work, assuring quality of work consistent with Avanath's standards., • Manage the Maintenance Technicians to ensure all service requests are completed within Avanath standards and are appropriately and accurately documented., • Manage facilities budgets, using appropriate business software., • Review completed work to verify conformance to standards or repair requirements., • Ensure all emergencies, routine maintenance/repairs are carried out in a timely and professional manner., • Respond promptly and effectively to all safety/risk-management-related issues at the property., • Review completed work orders for accuracy of labor hours, materials' cost, and track recurring equipment failures., • Conduct regular inspection tours of buildings, interior common areas, and the exterior of the property, equipment, and surrounding grounds for deficiencies, potential safety, health, or code problems, and necessary repairs., • Prepare written reports on inspections, advising other building users as appropriate., • Provide recommendations for dealing with problems noticed in inspections., • Oversee and supervise "Turn" preparation of vacated units, ensuring timely completion., • Inspect vacant units after repairs and maintenance work have been completed to determine the quality of work performed and readiness for occupancy., • Manage the maintenance spare parts and the tools inventory, determining which parts/tools to stock and their stock level, and working directly with Community Manager to maintain inventory of parts, tools, and supplies within budget., • Maintain shop appearance and all mechanical, supply, electrical, and storage facilities on site., • Ensure proper maintenance of equipment to ensure warranty compliance and extend its useful life., • Oversee all other contracted work in the building, obtaining bids and negotiating prices with vendors and contractors, as approved by the Community Manager or the Regional Manager., • Coordinate deliveries, schedules, and performance of all facility-related vendors., • Ensure proper safety procedures are followed, personal protective equipment is used, and health & safety policies are enforced., • Manage process for keying and coring/coding of locks and maintain lock procedures, logbooks, and protocols for key management and security., • Effectively implement standard operating procedures and preventive maintenance programs according to Avanath's standards., • Take part in emergency preparedness planning and act as essential personnel in emergencies., • Escalate unique or urgent repairs/replacements to Community Manager and the Director of Building Services., • Maintain records on all major systems, including maintenance manuals, manufacturer's cut sheets, warranties, and equipment specifications., • Work closely with the Community Manager and Director of Building Services to manage, formulate, and track facilities and capital budget., • The incumbent in this position is classified as essential staff and is expected to report to work and adhere to all safety and business protocols., • Frequent sitting and walking., • Travel within the region and to other business offices and events via airline, train, and automobile., • Repetitive use of the computer, keyboard, mouse, and phone., • Reading, comprehending, writing, performing calculations, and communicating verbally. How Avanath Supports You We know that our teams are the heart of our success and growth, and we are committed to showing our appreciation. We offer: • Culture Built on Purpose and Core Values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement., • Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more! Diversity & Inclusion Capital is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Our human capital is the most valuable asset we have, and Diversity, equity, and inclusion ("DEI") are at the very core of our operating and investment philosophy. We believe that bringing together people with diverse thoughts, backgrounds, talents, and experiences at all levels of our organization, including the executive team, enables us to proactively and creatively achieve our mission to enable opportunities for hard-working American families. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part of our culture, our reputation, and our achievements. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Our organization's diversity initiatives include—but are not limited to—our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces: • Respectful communication and cooperation between all employees., • Teamwork and employee participation, permitting the representation of all groups and employee perspectives., • Work/life balance through flexible work schedules to accommodate employees' varying needs., • Employer and employee contributions to the communities we serve to promote a greater understanding and respect for diversity. Compensation Range Compensation Range$39—$41 USD

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. StepStone Real Estate ("SRE") is the real estate arm of StepStone and as of June 30, 2025, has $189 billion in total capital responsibility. Clients include financial institutions, public and private pensions, sovereign wealth funds, endowments and foundations, and high net worth investors. Position Overview: We are seeking an Analyst / Associate to join SRE's Business Development team. The individual will be responsible for supporting the firm's real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients. Essential Job Functions: • Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires etc., • Prepare responses to requests for information and proposals, track record analyses, third-party databases, competitor benchmarking and investor requests, • Coordinate logistics and materials for investor meetings and roadshows, • Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics, • Work on ad hoc projects for new business development initiatives as requiredQualifications:, • Bachelor's degree required, • 2-5 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks), • Proficiency across the Microsoft Office suite including Excel, PowerPoint and Word, • Experience with Salesforce, Intralinks and AI tools desirableRequired Knowledge, Skills, and Abilities:, • Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders, • Self-starter with the ability to set priorities, manage deadlines, and work well under pressure, • Ability to work effectively both independently and within a team-oriented environment The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Candidates must be at least 18 years old to apply. Developing People at StepStone

Job DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is part of Client X’s Investments middle-office team responsible for overseeing the production, review, approval, distribution and retention of client reports. The Client Reporting Senior Associate will be responsible for the coordination of client deliverables and client ad-hoc requests. The primary focus will be to ensure all client reporting deliverables and commitments are being met timely and delivered accurately. We seek a candidate who problem solves, takes initiative and has the capability to interact at all levels within the company. The role requires a detailed individual who thrives in a deadline-driven environment and is team-orientated and collaborative to deliver on work projects.Essential Job Functions: • Independently produce global standard and custom client reports., • Collaborate with Client Service teams on new and existing client reporting requirements and requests., • Maintain quality control, ensuring on-time delivery and report accuracy., • Coordinate information and data flow into and out of the report production process., • Utilize Excel skills to assist in solving complex problems, as well as review and enhance current Excel workflow and functions.Preferred Qualifications:, • Advanced Excel skills (Macros, Advanced Formulae, Functions, Conditional Formatting), • Strong problem-solving and analytical skills including a demonstrated ability to analyze and manage large sets of interconnected data and information., • Experience with large data sets and database relationships., • Attention to detail resulting in the production of consistent and quality work products., • Advanced time management skills resulting in the effective delivery of information for ad-hoc requests while continuing to perform day-to-day operational responsibility at the highest level. Basic Qualifications:, • Bachelor’s degree with a minimum of 1 to 2 years of work experience. Experience in investment management or financial services environment preferred., • Adept at operating in high-volume, deadline-driven environments and thrive in an entrepreneurial and rapidly evolving atmosphere., • Problem-solving skills and demonstrated ability to take initiative.

Job DescriptionAuto group in Rockland County is seeking a Director of Finance with Auto Group / Dealership Group experience This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $180,000 - $220,000 per year A bit about us: As an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years. Experiencing consistent and continued growth, we provide an environment of advancement for our employees. Are you a Director of Finance / Controller level individual with CDK DMS experience from an Auto Group? If so, please continue to read as this role may be the one for you! Why join us? Established growth company 20+ years in business $250M+ in revenue Growth opportunity Benefits: • Medical, Dental, Vision insurance, • 401(k), • PTO, Sick Pay, Holiday pay, • Bonus eligibility Job Details Job Details: Our organization is seeking a seasoned professional to join our team as a Director of Finance. This role is crucial to our company as it is responsible for overseeing all corporate finance aspects of our auto group. We are looking for a strategic thinker with strong leadership skills who can develop and implement financial strategies to drive our business forward. The ideal candidate for this role is someone with a strong background in public accounting, dealership group, and a minimum of 5 years of experience in a similar role. Responsibilities: 1. Overseeing all financial operations including budgeting, financial forecasting, and negotiations., 2. Developing and implementing financial strategies in alignment with the company's goals., 3. Ensuring compliance with financial laws and guidelines., 4. Supervising and managing the finance team to ensure smooth financial operations., 5. Collaborating with the executive team to make decisions on investment and financial strategies., 6. Monitoring and managing financial risk., 7. Preparing detailed reports on financial performance on a regular basis., 8. Coordinating with external auditors and manage internal controls., 9. Identifying and implementing strategies to improve financial health and profitability. Required Qualifications: • Bachelors degree, • Auto group / dealership group accounting experience, • 3+ years financial management experience, • CDK Dealer Management System experience, • Reporting optimization, • Entity level and brand level analysis, • Public Accounting Experience, • Masters Degree / MBA, • CPA Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionSalary: Job Title: Controller Location: Can be remote or hybrid (Great Neck, NY) Reports To:Chief Executive Officer Company:Lieberman, Inc. Type:Full-time Position Overview: Founded in 1981, Lieberman is an industry-leading primary market research and analytics firm serving pharmaceutical and consumer brands. In 2025, Lieberman partnered with Lead Capital Partners to accelerate its next phase of growth. Lieberman is seeking its first-ever Controller, a finance leader with both FP&A capabilities and strong accounting expertise. This individual will serve as the companys finance leader, reporting directly to the CEO and working closely with Lead Capital Partners. The Controller will own the monthly close process, ensure production of timely and accurate financial statements, maintain proper internal controls, oversee the annual audit. Additionally, the role will lead budgeting, forecasting, and financial analysis, providing insights that drive strategic decisions and business growth. This is a high-impact role well-suited for someone who enjoys balancing detail-oriented accounting with bigger picture strategic thinking. Key Responsibilities: Financial Reporting & Accounting • Own monthly and annual close processes, delivering timely and accurate GAAP financial statements, • Oversee accounting operations (AP/AR, payroll, reconciliations, accruals, fixed assets) in partnership with the companys bookkeeper, • Maintain audit-ready financial records, • Build foundational financial processes and implement best practices to position the business for scalable growth FP&A & Strategic Partnership • Partner directly with CEO to provide financial analysis, insights and recommendations that guide business strategy, • Build and manage the annual operating budget and forecast models, • Develop KPI tracking to drive performance management, • Conduct ad hoc and deep-dive financial analyses to isolate key performance drivers, evaluate business trends and assess the impact of operational or market changes, • Develop dashboards and management reports to improve visibility into operations and profitability Investor & Board Engagement • Synthesize analyses into clear insights and actionable recommendations, presenting directly to the CEO and Lead Capital Partners to inform strategic and investment decisions, • Lead monthly financial review discussions with the CEO and Lead Capital Partners, • Support board meeting preparation and deliver clear, actionable financial presentations to Board of Directors Audit, Tax & Compliance • Serve as primary point of contact with auditors as part of annual audit process, • Coordinate with external tax advisors to ensure compliance with all tax and regulatory requirements, • Lead financial covenant reporting and compliance with lenders and other stakeholders Qualifications: • Bachelors degree in Accounting, Finance or related field; CPA preferred, • 8+ years of finance experience, including at least 3 years in a leadership or Controller role, • Prior experience in a PE-backed, high-growth or entrepreneurial environment preferred, • Proven ability to manage the monthly close and deliver accurate GAAP financials, • Hands-on experience with audits, budgeting, forecasting and financial modeling, • Strong understanding of US GAAP and internal controls, • Excellent communication and presentation skills; ability to engage directly with executives and investors

Job Description About the Company: Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and exceptional customer service to every condominium, cooperative, homeowners association, and investment property we service. From comprehensive financial oversight to operations management, compliance administration, and violation removal, we maximize operational efficiency and long-term value for our clients. AKAM has recently acquired Hoffman Management, further expanding our presence and expertise in the New York property management market. This position will be employed by Hoffman Management, an AKAM company. Position Overview: As a Transfers & Closings Agent, you will lead and oversee complex property ownership transfers within condominium and cooperative communities. In this elevated role, you will manage transfer documentation, coordinate with internal and external stakeholders, and serve as a subject matter expert on legal and regulatory requirements. You will also play a key role in streamlining processes, resolving escalated issues, mentoring junior staff, and enhancing overall transfer operations in support of Hoffman Management’s continued success as part of the AKAM family. Key Responsibilities: Transfer Process Oversight & Documentation Management: • Lead the preparation, review, and approval of property transfer documentation, including contracts, deeds, affidavits, and disclosure statements., • Act as the senior liaison for high-level or sensitive transfers, working directly with buyers, sellers, attorneys, brokers, boards, and financial institutions., • Perform and oversee complex title searches to validate ownership, uncover encumbrances, and ensure a clean title transfer., • Provide guidance on resolving title issues and collaborate with legal counsel as needed., • Regulatory & Compliance Leadership:, • Monitor and interpret evolving laws, regulations, and compliance standards related to real estate transfers., • Deliver high-touch client service for premium or complex accounts and ensure satisfaction throughout the transfer process., • Cultivate and maintain strong relationships with key stakeholders to drive long-term business value and referrals. Qualifications: • Bachelor’s degree in Real Estate, Business Administration, or related field (required); advanced certification or license preferred., • 5+ years of experience in real estate transfers, title examination, or property management with a strong understanding of condominium/co-op governance., • Deep expertise in real estate law, compliance, and regulatory environments., • Strong analytical skills and experience managing high-volume or high-value transactions., • Proficiency in document management platforms like Domecile and Microsoft Office Suite, especially Excel., • Experience with board package preparation and cooperative documentation (strongly preferred)., • Proven ability to lead projects, mentor peers, and manage competing priorities in a fast-paced environment.

Job DescriptionDescription: Job Title: Director of Special Events Supervisor: Chief of Strategic Philanthropy Job Status: Exempt/ Full Time Job Hours: 35 hours per week Location: Hybrid schedule 4 days in the office (Midtown Manhattan) and 1 day at home Salary: $80,000-$95,000 annually About Encore: Known widely as Broadways longest running act of loving care, Encore’s mission is to improve the quality of life for older New Yorkers so they are not just surviving, but thriving. Through a robust array of programming, Encore takes a “no wrong door approach” to ensure older adults are able to age in place comfortably for as long as possible. Encore is recognized as one of the most respected and trusted nonprofit organizations providing services for older New Yorkers in New York City. Encore is on the cutting edge in the human service field and is a staunch advocate not only for older New Yorkers but also for the essential human service employees who serve as the City’s safety net. Do not miss this chance to work for a mission-oriented organization, which centers employees as its number one resource. About Position: Special events are an important component of an effective development program and serve to inspire and educate an organization’s key constituencies while providing critical unrestricted funds. The Director of Special Events will formulate and implement strategies to raise the profile of Encore; convey the organization’s priorities, values, and brand; attract new supporters/partners; and provide opportunities for meaningful cultivation, engagement, and stewardship of new and existing supporters. The Director works collaboratively with organizational leadership; which includes the Executive Director (ED) the Chief of Strategic Philanthropy (CSP), Development leadership, and community stakeholders. Benefits: This position is a full-time position with benefits that include medical insurance (with Employee contribution), Dental & Vision plans with coverage beginning on the first day of hire, generous paid time off (vacation, personal days, sick days and earned floating holidays), 403(b) with 3% Employer Match after a year of employment, Flexible Spending Account, Dependent Care and transit benefits. Requirements: Job Responsibilities: Fundraising: · Generate, plan, and execute special event plans, budgets, and calendars annually as part of the budget planning process with a focus on revenue growth, awareness building, and brand promotion; · Works with the Executive Director (ED), Chief of Strategic Philanthropy (CSP), Development team, Board, and community stakeholders to create a vision for Encore’s event platform (existing events like Encore Ovation: A Celebration of Aging Through Arts and A Bite of New York) and new unique events with a focus on setting Encore apart from other organizations – plans should be both short and long term; · Build out fundraising/planning committees to help drive our event-related objectives; · In partnership with the Chief of Strategic Philanthropy create an event sponsorship strategy and program that grows our individual and corporate support of our special events; · For assigned event relationship portfolio, collaborates with CSP to manage corporate and individual prospects, developing sponsorship packages in collaboration with colleagues tailored to meet the needs of prospective donors and partners; · Interface with the Board of Directors and other members of the Encore network to leverage their corporate contacts and major donors, securing introductions for event sponsorship and activation; · Create and implement a strategic vision of how to grow Encore’s key events; Planning: · Responsible for all event-related revenue and expense budgets including reporting; · Lead the managing of venues, vendor coordination, program theme, development of event program and activities, and marketing of the event; · Manage all logistics such as timelines, run of show, AV, registration, and coordinating with event venue, staff, and other stakeholders; · Supervise the creation and production of invitations and all other printed materials and sponsor lists and fulfillment of sponsorship packages (e.g., ensure accurate name/logo recognition, appropriate table placement, etc.) · Oversee invitation and RSVP process, including invitation lists, invitation design, registration, seating, etc. Cultivation & Stewardship Events: · In consultation with the Chief of Strategic Philanthropy, ED, board, development team, program staff and other community stakeholders to implement in-person or virtual cultivation/stewardship events; · Plan, develop and execute donor events/salons in support of growing our major donor pool; Additional Duties: · Maintain strong internal and external relationships and communications with all event stakeholders; · Oversee development of research profiles and look-book for attendees; · Learn and utilize donor database to track information about special event donors; · Create metrics to measure the success of special events, return on investment, and progress towards established goals; share data with leadership and development staff; · Oversee acknowledgment letters and recognition programs for special events; · Partner with the Communications consultant to raise awareness of Encore events and activities; determine the most effective ways to communicate to external audiences through print, electronic, and other media; evaluate and utilize new technologies and opportunities offered by social media to target various constituencies and enrich communication. · Collaborate with the finance department to ensure timely invoicing, payment of invoices and financial reconciliations. Qualifications: · At least 5 or more years’ experience in a related field such as nonprofit fundraising, special event planning, marketing, PR, or brand management with demonstrated success and increasing professional responsivities; · Bachelor’s degree is required; event management, business administration, or a related field is a plus; · Highly generative and organized leader with the ability to spearhead and manage multiple high-stakes projects; · Excellent verbal and written communication skills; · Excellent interpersonal and facilitation skills; with the ability to build and maintain relationships with diverse clients and stakeholders, as well as internal teams · Proficiency with MS-Office, video conferencing tools and fundraising databases · Must be present for most events, which may require work on weekends and evenings; · Bi-lingual: Ability to speak, read and write in English and Spanish strongly preferred; Due to the high volume of applicants, only qualified candidates will be contacted. No phone calls please. Encore Community Services is an equal opportunity employer and does not discriminate on the basis of race, color, gender, socio-economic status, marital status, national or ethnic origin, age, religion or creed, disability, or political or sexual orientation. Reasonable accommodations may be made to enable individuals with disabilities as defined by the ADA to perform the essential functions of the job.

Job Description Powerhouse Arts is a not-for-profit organization committed to creative expression. Housed in a purpose-built-facility in Brooklyn, the organization hosts an extended network of art and fabrication professionals and educators who work together to co-create and share artistic practices vital to the well-being of artists and the communities to which they serve. Our facilities house fabrication services, production services, production spaces, and member workshops for artisans. In 2025, PHA welcomed thousands of patrons as the building became a center for art and performance. As the organization continues to grow and expand its impact, PHA is seeking a Tech Services Director to lead all technology functions for the nonprofit. This role will ensure that PHA's digital infrastructure, systems, and tools empower staff, collaborators, and members of the artist community to do their best work. This role provides strategic vision and leadership, guiding how technology supports creativity, collaboration, and operational excellence across the organization. The ideal candidate will bring technical leadership experience from a contemporary art, performance, membership-based, or similar non-profit to operate at a senior, organization-wide level, supporting a diverse group of stakeholders. They will bring a genuine interest in collaborating with leadership, fundraisers, artists, fabricators and makers, curators, learning and engagement teams, event producers, and facility leaders. A core requirement of this role is the ability to skillfully balance competing needs and priorities while delivering practical solutions on time and within budget. The successful candidate will be someone who is connected to (or has the ability to connect to) other arts organizations (especially in NYC) and can bring insights from outside PHA around best practices and key vendors. Responsibilities: Tech Services Leadership • Oversee all IT/Tech operations, including network management, infrastructure, business systems use, and systems administration, • Provide strategic leadership, guidance and support for internal Tech Services team member(s) and external partners (MSP, consultants, vendors) to deliver consistent, high-quality support, • Partner with teams across PHA to understand their technical needs, and to identify pain points and opportunities where technology can streamline process, enhance efficiency, accessibility, and creativity, • Establish and uphold standards, documentation, and tech governance policies and procedures for systems, integrations, and data management, • Manage implementation, training, and ongoing enablement to build confidence and adoption across teams., • Collaborate with Finance on IT budgeting, forecasting, and resource planning., • Champion thoughtful change management to ensure technology transitions are smooth, inclusive, and mission aligned., • Ensure technology decisions consider security, compliance, scalability, and total cost of ownership, • Communicate clearly with non-technical stakeholders, aligning expectations, timelines, and outcomes, • Act as a trusted advisor to senior leadership on technology risk, investment, and innovation, • Serve as a manager to the tech team (comprised of employees and external vendors) Business Solutions & Systems Architecture • Guide the organization's digital strategy by defining Powerhouse Arts' application roadmap and long-term data automation vision, • Own the organization's technology and IT roadmap, ensuring systems evolve in step with organizational growth and priorities, and remain connected, coordinated and part of a single solution set, • Serve as the strategic partner to department leaders, translating business goals into scalable, secure, and sustainable technology solutions, • Lead requirements gathering and discovery with stakeholders to understand workflows, constraints, and desired outcomes before solutioning, • Design and oversee systems architecture across applications, infrastructure, integrations, and data flows to support organizational needs, • Evaluate, select, and implement technology solutions aligned to business use cases, cost, risk, and long-term strategy, • Advise the organization on security issues and implement ways to protect the organization from potential hacks and other IT-related risks Qualifications: • 12+ years of progressive experience in IT/Tech leadership or technology services management., • Minimum 5 years working in nonprofit organizations, with the ability to balance innovation, mission alignment, and cost-efficiency., • Proven success leading complex projects under tight timelines and evolving priorities., • Exceptional communication, documentation, and collaboration skills, with the ability to translate technical concepts into meaningful solutions for diverse stakeholders., • A commitment to creativity, problem-solving, and building systems that strengthen Powerhouse Arts' mission and community. Powerhouse Arts is an equal opportunity employer. Applicants receive consideration without regard to race, age, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or any other basis prohibited by law. Powerhouse is committed to promoting a diverse and inclusive workplace and recognize the positive value of diversity. For more information, visit

Job DescriptionABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders. GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement. The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent. At our core are over 4,000 GWI Alumni educated and trained in just 10 years, with more than 75% staying in the industry. To learn more, visit GirlsWhoInvest.org. ABOUT THE OPPORTUNITY: The Development Associate plays a vital role in the organization’s corporate, foundation, and partner fundraising and development operations, reporting to the Director of Development. This position will directly contribute to new business development for the organization and will manage a small portfolio of partner and foundation donors, project manage and assist with grant writing and reporting, ensure accurate and timely development operations, and support the preparation of materials for donors, partners, and the Board, among other responsibilities, to ensure the effectiveness and sustainability of the organization’s fundraising efforts. Requirements Key Responsibilities Fundraising • Manage a small portfolio of donors of foundations, corporations, or partners with a fundraising goal developed in conjunction with senior leadership., • Oversee day-to-day relationship management of your portfolio, including cultivating, engaging, and soliciting donors., • Participating in or leading potential donor prospect calls or meetings where appropriate., • Support foundation fundraising in conjunction with an outside vendor to draft, edit, and submit select foundation grant proposals and grant reports., • Project-manage the foundation grant portfolio in collaboration with the Director of Development and an outside vendor to maintain the calendar of upcoming grant deadlines, reporting requirements, and submission schedules., • Conduct research on prospective foundation and corporate donors. Development Operations • Ensure donor and funder information is accurately maintained in the development database, including tracking and recording incoming funder payments., • Collect and manage data needed for development or foundation reporting and analysis, collaborating across the organization., • Support gift processing and acknowledgement processes as needed., • Contribute to the continuous improvement of development processes and systems. Partner Engagement Support • Support development and execution of select donor engagement events., • Support the Director of Development in creating slides, pitch decks, and briefing materials for meetings with donors, Board members, and partners., • Provide administrative and logistical support for donor and stakeholder meetings., • Work with the entire Partnerships and Giving team to pitch in when needed. ABOUT THE SUCCESSFUL CANDIDATE The Development Associate is a highly organized, detail-oriented, and energetic professional who is able to manage multiple priorities while maintaining accuracy and timeliness. They will bring a high degree of professionalism and commitment to the team and GWI’s mission. A strong candidate would bring/be: • Three to five years of prior experience in non-profit fundraising, business development, finance, or professional services, • Excellent written and verbal communication skills, • Client relationship management and/or donor engagement experience required; personal experience in sales or fundraising a plus, • Strong project management and problem-solving skills, and able to manage multiple priorities and demands with short lead times in a fast-paced environment, • An understanding of grant writing and managing grant reporting requirements preferred, • Enthusiastic self-starter with a proactive attitude, • Highly responsive to funder, partner, and internal requests, • Attention to detail and task-oriented; ability to set priorities and meet deadlines, • High energy and passion for GWI’s mission, and an interest in the financial services industry, • Technology Experience:, • Proficiency in Google Suite and Microsoft Excel, and PowerPoint, • Experience with Salesforce or similar CRM technology strongly preferred EDUCATION: Bachelor’s degree is highly preferred. TRAVEL: Limited travel possible. Select event attendance on evenings and weekends. GIRLS WHO INVEST’S PRINCIPLES: • Performance: Building investment teams to drive better outcomes and create meaningful impact, • Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape, • Community: Accelerating careers through the power of community and connection, • Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives COMPENSATION: Current compensation range expected: $90,000 - $100,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package. Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description Reports to: Senior Vice President and Chief of Staff Department: Office of the President and CEO Organization Summary: United Way of New York City (UWNYC) works with a coalition of trusted partners to unite community power with citywide possibility. Together, we meet today’s most urgent needs while building transformative solutions for tomorrow — striving for health, opportunity, and prosperity for every New Yorker in every neighborhood. Part of the United Way Worldwide system, one of the world’s most recognized charitable brands, we believe that New Yorkers deserve to thrive where they live and envision a future where all New Yorkers have the resources they need to live long, healthy lives in flourishing and resilient neighborhoods. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Position Overview: The Executive Office Scheduler maximizes the effectiveness and impact of senior leadership by managing strategic scheduling operations, coordinating engagements, supporting meeting preparedness, and tracking follow-through aligned with organizational priorities. This role oversees complex calendars, board-related scheduling, external engagement coordination, and logistics for the President & CEO and Executive Office team. The position requires exceptional judgment, confidentiality, relationship management, and a forward-thinking approach to planning in a fast-paced, mission-driven environment. Primary Responsibilities: Strategic Scheduling & Prioritization • Manage daily and long-range scheduling and calendar planning with alignment to organizational priorities., • Evaluate, prioritize, and coordinate meeting requests; offer alternative sequencing when necessary., • Demonstrate proactive judgment and strategic prioritization by anticipating scheduling needs, sequencing engagements, and aligning leadership time with organizational priorities., • Protect time for internal planning, strategic thinking, staff visibility, and partner engagement., • Incorporate opportunities for site visits, neighborhood convenings, and partner touchpoints that strengthen UWNYC’s place-based approach. Board & External Stakeholder Coordination • Coordinate scheduling with Board members, committee chairs, and related activities., • Serve as scheduling liaison with philanthropic partners, government offices, community stakeholders, and senior external organizations., • Draft or coordinate professional scheduling correspondence reflective of UWNYC voice and values., • Support coordination of meetings, events, and activities with our government and philanthropic partners that strengthen our place-based strategy and advance impact across New York City neighborhoods. Meeting Preparedness & Follow-Through • Collaborate with internal teams to secure agendas, talking points, briefing materials, and relevant context., • Track commitments and next steps arising from leadership meetings; ensure timely execution and communication., • Maintain systems for follow-up reminders, scheduling notes, and internal touchpoints., • Surface relevant community context, neighborhood priorities, and place-based considerations when preparing leadership for engagements. Operational & Event Support • Coordinate logistics for speaking engagements, site visits, travel arrangements, and internal convenings., • Support Executive Office operations and special projects as requested., • Monitor, flag, and communicate adjustments based on shifting internal priorities or partner needs., • Plan and support leadership participation in community events, neighborhood convenings, and activities with our government and philanthropic partners that strengthen our place-based strategy and advance impact across New York City neighborhoods. Skills, Knowledge, and Experience: • Bachelor’s degree in business administration, management, or related field preferred., • Minimum 7 years of experience supporting senior executives in scheduling, administration, or coordination., • Experience working with high-visibility stakeholders (e.g., funders, government offices, board members) preferred., • Proven ability to manage complex scheduling with accuracy and professionalism., • Exceptional written and verbal communication skills., • Proven ability to manage and understand time management needs for busy executives and ensures they are fully aware of their weekly and daily commitments., • Proficiency in Microsoft Office, Outlook, Teams/Zoom, and coordination tools., • Demonstrated discretion and commitment to confidentiality. Key Competencies • Strategic Prioritization, • Anticipatory Planning, • Discretion & Confidentiality, • Stakeholder Diplomacy, • Executive Communication, • Follow-Through & Accountability, • Adaptability & Composure, • Service Excellence, • Place-Based Awareness & Community Alignment Salary Range: • Job Title Salary Range, • The final determination of salary, within this range, will depend on the candidate’s education, skills and experience required for the position. Additional Requirements: • Successful completion of background check., • UWNYC is presently on a Hybrid/In-Person work schedule. United Way of NYC Core Competencies for All Staff • Mission Focused: Catalyze others’ commitment to the mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations., • Relationship-Oriented: Understands that people come before processes and is astute in cultivating and managing relationships toward a common goal., • Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement., • Results Driven: Dedicated to shared and measurable goals for the common good: creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact., • Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. United Way of New York City is an Equal Employment Opportunity Employer

Job Description About Vumedi: Vumedi is the largest video education platform for doctors worldwide, dedicated to advancing medical education through innovative video-based learning. Our mission is to empower healthcare professionals by providing them with access to the latest clinical knowledge and surgical techniques from experts around the globe. We curate a vast library of high-quality educational content, enabling users to enhance their skills, stay informed about industry trends, and improve patient outcomes. We are headquartered in Oakland, CA, and have additional offices in Minneapolis, MN, and Zagreb, Croatia. What you'll do: As Director of Field Marketing, you will build and lead Vumedi's field marketing function from the ground up, with events as the primary lever for how and where we show up in the market. This role owns the strategy, execution, and evolution of Vumedi's presence across industry conferences, congresses, and field programs that drive awareness, engagement, and platform impact. You'll be responsible not only for executing events end-to-end, but for deciding which events matter, why they matter, and how they support Vumedi's go-to-market priorities across specialties, accounts, and audiences. You'll work closely with Product Marketing, Sales, and Education to translate positioning and commercial goals into effective, well-coordinated field activation. Your key responsibilities will include: Own Field Marketing & Event Strategy • Build Vumedi's field marketing and events function from the ground up, establishing the strategy, processes, tools, and frameworks needed to scale., • Define and execute a cohesive annual field marketing and conference strategy aligned to GTM priorities, target audiences, and business goals., • Plan and execute events end-to-end, including logistics, timelines, vendor management, shipping, travel coordination, collateral production, and on-site support., • Manage on-site operations to ensure a polished, professional, and high-impact presence at every event., • Partner closely with Product Marketing to translate positioning, messaging, and priority use cases into effective field activation., • Collaborate with Sales and Education to align event goals, target accounts, meeting strategies, and audience needs., • Create and maintain a centralized field marketing and events calendar, providing company-wide visibility and identifying new opportunities., • Own the field marketing and events budget, including allocation, vendor contracts, spend tracking, and post-event reconciliation., • Develop and evolve field marketing and conference playbooks, including event selection criteria, recommended presence types, planning frameworks, and success metrics., • Continuously refine processes to make field marketing more efficient, scalable, and data-driven over time., • 7+ years of experience managing the full event lifecycle from strategy and planning through execution and post-event analysis — ideally in healthcare, medical device, or pharmaceutical industries., • Demonstrated success developing field marketing strategies that connect to business objectives and deliver measurable impact., • Demonstrated ability to build programs, processes, and structure from scratch in fast-moving or ambiguous environments., • Strong GTM mindset: able to evaluate opportunities based on audience relevance, strategic fit, and commercial impact., • Highly effective cross-functional collaborator who can align Sales, Product Marketing, and Education around shared goals., • Strategic thinker who can zoom out to define priorities and metrics while staying deeply detail-oriented in execution., • Exceptionally organized, calm, and reliable under pressure, including during travel, live events, and last-minute changes., • Experienced managing budgets, vendors, and multiple concurrent initiatives with accountability and precision., • Career-defining opportunity to build a core GTM function at a fast-growing healthcare platform, • Direct impact on company growth, visibility, and physician engagement

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice, you will serve as a trusted partner to our clients. You’ll harness your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions. These not only address today's challenges but also lay the groundwork for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond the scope of client delivery.What You'll Do: • Guide clients and teams along their analytics journey, which includes aligning with their strategic vision for analytics, crafting a practical roadmap of initiatives, and aiding our clients in implementing those initiatives, • Analyze and interpret trends or patterns in large and intricate data sets, • Suggest ways to streamline data preparation and blending to support analytics, • Contribute to the creation of forecasting and predictive analytics models, • Generate compelling insights through visual analytics, dashboards, and/or reporting, • Conduct interviews with clients to analyze current state/future state gaps and pinpoint root causes of challenges, • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues, • Cultivate new client relationships and deepen existing ones, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years working with large data sets to generate insights and actionable recommendations., • Proficient in data tools such as Power BI, Databricks, SQL, Tableau, Alteryx, Python, Snowflake or Azure., • Expertise in the financial services sectors: investment banking, broker-dealers, custody, fund administration, and asset management., • Strong grasp of financial services ecosystems, covering trade and client lifecycle management, and the downstream impact on Risk, Finance, and Compliance functions, • 4+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Prior experience in professional services or a similar customer-focused, project-oriented environment, • Consistent success in building and developing strong client relationships, • Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:, • Bachelor’s degree in business, Economics, Engineering, Information Systems, Mathematics, or similar discipline, • Willingness to travel based on client preferences

Job Description Enterprise Risk experience. Sr Business Analyst with Enterprise Risk ManagementLocation : Rutherford, NJ. Face to Face Interview is required in Rutherford, NJ. Must come to office 3 days a week. W2 or Salary or Self Incorp only. Strong BA skills - Requirement Gathering and Documentation Risk/ ERM experience is good to have ( Enterprise Risk Management ) Strong experience with SQL. Good communication skills Investment Banking or Capital Markets experience is required

Job Description Title: Financial Planning Director (For your application to be reviewed, you must reside within 25 miles of East Hills, NY and need to have a Series 7 & Series 66 with experience working on Financial Plans. ) About Blue Ocean Wealth Solutions, LLC At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals through a client-centered approach using insurance, investment, retirement, and voluntary worksite benefits planning. We work closely with clients to understand their goals, assess their needs, and recommend suitable solutions for their portfolios. We were awarded “Top Long Island Workplaces” from 2018 to 2024 by Newsday and Dan’s Papers. We pride ourselves on a vibrant, cohesive, family culture. Role Overview The Financial Planning Director serves on the Leadership level as the central point of contact between the firm’s Financial Advisors and the Home Office. This role ensures all requests are properly routed, promotes consistency and clear communication, oversees tracking, processing, and assignment of all financial planning requests, and may be included in client meetings. Financial Planning Strategy Deliver a diversified set of investment and risk management solutions with a financial planning mindset to meet the individualized needs of current and potential clients. Partner with existing advisors and their clients as a subject matter expert on financial planning. Manage workflow between Financial Advisors, Coordinators, and the Home Office to ensure timely and efficient handling of tasks. Adhere to the firm’s risk and regulatory standards, policies, and controls. Use sales tools and modules to conduct analysis and recommend best-fit solutions. Build a referral channel by developing strong partnerships with advisors to meet client needs. Process and monitor all financial plan requests. Prepare correspondence and track the team’s progress through defined metrics. Provide marketing presentations, deliver training, and disseminate information to advisors. Promote the firm’s financial planning value proposition. Other projects as needed. Financial Planning Tools Financial planning software including e-Money and Money Guide Pro, etc. Productivity and analysis tools including Outlook, Excel, PowerPoint, and Word. Firm sales tools and modules used for needs analysis, solution design, tracking, and reporting. Qualifications · Bachelor’s degree in accounting, finance, or a related field. · MUST have a Series 7 & 66. Life & Health license a plus. CFP designation preferred. · MUST have a minimum of 1 -3 years developing financial planning strategies. · Proficient in financial planning software (e.g., E-money, Money Guide Pro). · Strong interpersonal skills interacting with clients, colleagues, and key external partners. · Strong analytical abilities, excellent communication with a result-driven attitude. · Proficient in Outlook, Excel, PowerPoint and Word. Salary Range: $85,000 - $115,000 yearly depending on experience plus commission and bonus based on performance. Schedule: Full-time with flexibility for client meetings as needed. Benefits: Medical, Dental, Vision and 401(k). Generous paid time off. Eligibility: Must be authorized to work in the United States. #LI-BOWS1 Equal Opportunity Employer We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

Job DescriptionMeet the Company:We are MERU. A values-driven, impact-oriented team dedicated to fixing companies. We provide advisory services and data analytics support to middle-market companies ($50M - $2B in annual sales), and our clients include private equity firms, credit funds, investment banks, and law firms. We bring deep turnaround experience, a group of veteran operators, and an incentive-aligned approach to any situation. MERU was founded by professionals from Alvarez & Marsal and McKinsey and has seen rapid growth in the eight-plus years since its founding. The Manager, Human Resources, is responsible for the execution of core HR operations within a growing professional services firm. This role is intentionally scoped toward operational ownership and day-to-day administration, reflecting the firm’s current stage and near-term growth plans. This individual will partner closely with leadership, Finance, Recruiting, and other People functions to ensure HR fundamentals—employee lifecycle operations, benefits, payroll coordination, compliance, systems, and immigration—are executed accurately, consistently, and on time. While the initial scope is execution-heavy, this role offers room to expand into more strategic areas over time as the firm grows and infrastructure matures. This is an ideal role for an experienced HR professional who is comfortable rolling up their sleeves today and interested in growing their scope in the future.Core HR Operations - Own and execute HR operational processes across the employee lifecycle, from offer acceptance through separation - Partner with Recruiting to support employment agreements and pre-employment requirements - Manage I-9 compliance, background checks, and employment eligibility verification - Coordinate systems access provisioning and deprovisioning with IT and leadership - Execute termination and offboarding processes, including documentation, final pay coordination, and benefits transitions - Maintain accurate, confidential employee records in compliance with federal and state requirements Policy, Compliance & Risk Management- Execute HR compliance processes and support policy implementation - Support the development, maintenance, and application of HR policies and procedures - Serve as a day-to-day resource for employee relations matters, escalating complex issues as appropriate - Support accommodation requests (ADA, medical, religious) in a compliant and consistent manner - Monitor changes in employment law and support implementation of required updates - Partner with external employment counsel as needed Benefits, Leave & Payroll Coordination- Execute benefits administration including enrollments, changes, renewals, and employee communications - Partner closely with Finance and Payroll to ensure accurate deductions, payroll feeds, and reconciliations - Administer employee leave programs (FMLA, state and local paid leave, disability, firm-sponsored leaves) - Serve as primary point of contact for employees regarding employer-sponsored benefits Systems & Process Management- Maintain accurate employee data within the HRIS and support reporting and audits - Support payroll administration processes and compliance across jurisdictions - Maintain HR compliance calendars, filings, and documentation for a multi-state workforce - Execute routine HR administration with consistency and precision - Identify and recommend process improvements that increase efficiency while maintaining compliance Immigration & Workforce Authorization- Coordinate employment-based immigration processes (e.g., H-1B) in partnership with immigration counsel - Track visa status, renewal timelines, and compliance requirements - Serve as an internal point of contact for immigration-related questions Qualifications & Experience- Bachelor’s degree required - HR certification preferred (PHR, SHRM-CP, SPHR, SHRM-SCP) - 5–7 years of progressive HR experience, preferably within professional services or high-growth environments - Demonstrated experience with HR administration, benefits, payroll coordination, and compliance - Experience supporting employment-based immigration processes preferred - Comfort operating in a lean environment with evolving structure Core Competencies- High attention to detail, organization, and follow-through - Sound judgment and discretion when handling sensitive matters - Practical, clear communicator who works effectively with leadership, Finance, Recruiting, and People partners - Comfortable operating without extensive infrastructure; able to move initiatives/projects forward amid ambiguity Potential Growth Areas:As MERU continues to grow, this role may expand to include broader people initiatives such as: - Increased ownership of onboarding programs (not part of the initial scope) - Support for performance management cycles and assessment processes - Workforce planning and staffing analytics - Deeper partnership with leadership on people programs and infrastructure The MERU Way & Valuing Our Team:We're Partners, not consultants. When you join MERU, you will help our clients solve their most pressing problems, supported by a team of people who will challenge you, support you, and inspire you. In order to be Partners, we don't silo people into just one functional area of the business, instead advancing our team's capabilities by providing training for every service that MERU offers. Additionally, we don't just focus on technical skills but also leadership style and soft skills, so MERU team members not only know what it means to manage a client engagement but to lead a team to success. In training team members to be well-rounded individuals, we can deliver an overall higher impact to clients, allowing the ability to gain experience in diligence, turnarounds, interim management, data science, and more. To aid this career advancement and development, MERU provides an internal Coach to each team member in order to guide and maintain their professional development plan goals. Unlike most Firms, we actually focus on the achievement of those goals for each individual team member, providing opportunities that would not usually be offered. Finally, MERU values personal time, only traveling when necessary in order to celebrate and respect your personal life. We believe that by encouraging and mandating balance, it will lead to happier and longer-tenured team members. When you come to MERU, you come to further your career and maintain your entrepreneurial spirit, never losing sight of the desire to provide meaningful impact, solutions, and value to clients. Learn more about our colleagues’ core characteristics and culture here: Overview of MERU Service Offerings:Performance Improvement: Help companies identify and achieve their full potential by leveraging a value-focused approach to driving sustainable margin expansion impact. Services include MERU 360°ree; Assessment, Transformation Plan Development, Chief Transformation Officer placement, Cash Cycle and Working Capital Optimization, and Implementation Performance Management. Turnaround & Restructuring: Partner with clients during uncertain times to help stabilize operations and rapidly triage the causes of financial distress, charting a path back to long-term sustainability. Services include Interim Management, Turnaround Plan Development and Execution, Liquidity Management, Stakeholder Negotiations, Strategic Alternatives Assessment, Bankruptcy, Insolvency, and Case Management. Transaction Services: Partner with private equity firms across the investment lifecycle, from due diligence to portfolio value creation and exit planning. Services include Due Diligence, Pre-Close Planning, Post-Close Implementation, and Exit Planning. Data Insights: Work with companies at all stages of their digital transformation journey to automate reporting processes, build scalable data platforms, and leverage predictive analytics to transform data from a liability into an asset. Services include Data Discovery and Analysis, Data Prep and Integration, Self-Service Analytics, Data Visualization and Reporting, Data Science and Advanced Analytics, and Strategy Enablement. Voluntary Inclusion It is MERU’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations. Unsolicited Resumes from Third-Party Recruiters Please note that we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that MERU will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE:Assists Development Lead with the day-to-day management duties from acquisition through pre-development, pre-construction, construction, closeout and pre-operation phases of the project(s) assigned. Begin taking lead on "projects within projects".CORE RESPONSIBILITIES: • PROJECT MANAGEMENT BY PHASE, • Entitlements & Permitting: Has begun taking the lead, under AVP/VP supervision, to secure the appropriate approvals, certifications, permits, etc. from city and other government agencies. Coordinates meetings with DBS, as necessary, to overcome plan check hurdles., • Construction Oversight: Understands construction concepts, building sequence, contracting methods, building materials and construction documentation., • Leasing / Tenant Coordination: Corresponds with Leasing Team regarding Landlord Work Letter and Delivery requirements. Tracks Tenant Improvement progress and review requests for Allowance Disbursements., • Feasibility & Due Diligence: Works with the Investment Deal Team(s) to procure accurate due diligence information and produce feasibility analyses of potential acquisitions within the short due diligence timeframe., • Sales & Marketing: Assists in the development and direction of sales and marketing campaigns with internal sales/leasing team, marketing communications, and 3rd-party vendors. Makes meaningful contributions during these campaigns., • PROJECT PERFORMANCE OVERSIGHT, • Reporting: Provides reports related to project status to Development Lead, Investments Deal Team, etc. Evaluates project performance, recommends changes where necessary to ensure desired results. Monitors and reports project status to investors, lenders, joint ventures, quasi-public partnerships and the like., • Budget Oversight: Prepares and tracks development budget related to assigned projects. Ensures milestones are met within budget. Understands controllable costs and risks. Notifies Development Lead of any observed potential cost increases., • Schedule Oversight: Tracks project timelines, ensures milestones are met on time by notifying Development Lead of potential delays., • SUPERVISORY RESPONSIBILITIES, • Talent Management & Development: Oversees Analysts' and Project Coordinators' work activities related to projects., • Vendor Management: Oversees staff-level contractors, subcontractors and vendors related to day-to-day activities. Provides recommendations and feedback during hiring of vendors and contract negotiations., • DOCUMENT ORGANIZATION, • Project Documents: Manages project documents including approvals, agency releases/declarations/determinations, easements, covenants, tract maps, construction documents, A/E design and engineering plans/specs, contracts/change orders, closeout documentation. Maintains project and/or management files according to established criteria. Shares and uploads documents and communication on General Contractor's project management website. Oversees project related document distribution to 3rd parties and own version control., • Invoicing: Reviews and approves (as first approver) invoices, vendors, etc. entered by PC or project accountant in a timely manner., • Buyout: Oversees creation of bid documents and scope of work preparation in order to ensure bidders are pricing a comparable scope of work. Prepares bid comparison spreadsheets for team review and selection., • Contract Negotiation: Assists in negotiating and drafting contract terms and scope with design consultants, contractors, and other vendors. Demonstrates success selecting optimal vendors.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • EDUCATION, • Bachelor's degree required. Master’s degree may be considered for length of experience., • EXPERIENCE, • Length of Experience: At least five years of relevant experience, including focus in project management, depending on project., • Project Experience: Demonstrates experience in conceptualizing, site planning, programming and executing development of mixed-use, office, retail and multi-family projects., • Market Knowledge: Seeks out market information internally and externally. Takes advantage of professional development opportunities that will provide access to industry insider's opinions.KNOWLEDGE & SKILLS:, • Internal Relations: Responds to common inquiries from stakeholders such as investment team members, accounting staff, etc., including top management. "Manages up" well., • External Relations: Effectively presents information to regulatory agencies, public groups and/or business owners and other stakeholders in public speaking formats., • Reading & Comprehension: Analyzes and interprets technical materials, financial reports, legal documents and memos and shares important details with Development Lead., • Correspondence: Effectively communicates in correspondence and reporting., • Teamwork: Works well within development team, other CIM departments and with 3rd parties., • Direction Setting: Works with team to translate strategies into team goals and objectives., • Accountability: Usually willing to take share of responsibilities for team actions and makes personal adjustments when necessary., • Problem Solving: Defines problems, collects data, establishes facts, draws valid conclusions and provides logical recommendations. Solves problems when necessary. Thinks critically and creatively., • Independence: Works independently with some supervision of Development Lead. Shows initiative on "projects within projects". Has begun learning responsibilities of Development Lead., • Carry Out Instruction: Applies common-sense understanding to carry out instructions from Development Lead and other departments when appropriate. Demonstrates self-awareness. Takes initiative in asking questions. Learns on the job., • Adaptability: Maintains positive outlook through situations or challenges requiring negative or rapid change.

Job Description Candidate Profile • JD from a top-tier law school with a strong academic record., • Active Bar Admission in the relevant jurisdiction, in good standing, or eligibility to waive in., • 4-7 years of substantive experience in fund formation, investment management, and/or broker-dealer regulatory matters., • Familiarity with insurance regulations, compliance requirements, and corporate transactional work is highly preferred., • Experience advising insurance companies, financial institutions, or other regulated entities is a strong plus., • Soft Skills: Exceptional writing, analytical, negotiation, communication, and oral advocacy skills are a must. Key Responsibilities • Advise insurance companies, reinsurers, brokers, and other financial institutions on regulatory compliance, corporate structuring, and strategic transactions., • Support and manage complex transactions including mergers, acquisitions, reorganizations, and market entry initiatives., • Analyze and interpret regulatory frameworks applicable to the insurance and financial services sectors., • Work cross-functionally with attorneys in related practice groups to deliver integrated legal solutions., • Engage directly with clients and regulators to provide sophisticated, business-focused counsel.

Job Description PRIVATE EQUITY ASSOCIATE ATTORNEY PRIVATE INVESTMENT FUNDS (SECONDARIES) Location: New York, NY HYBRID Our client, a premier AmLaw 50 firm, is seeking a talented and motivated Mid-Level Associate Attorney to join its Private Investment Funds (PIF) Group within the Private Equity Practice, with a particular focus on secondary and liquidity transactions. This is an exceptional opportunity to work on sophisticated, market-shaping secondaries and co-investment deals for top-tier private equity sponsors, fund managers, and secondary investors operating in the global private capital markets. Candidate Profile JD from a top-tier law school with an excellent academic record Active Bar Admission in New York, in good standing, or eligibility to obtain admission promptly 3-6 years of substantive experience in private investment funds or private equity transactions Experience advising on and managing significant components of secondary transactions for private equity sponsors and secondary investors Familiarity with general fundraising, co-investments, and other fund-related transactions is a plus Proven ability to draft and negotiate complex fund and transaction documents with precision and commercial insight Strong project management skills with the ability to manage multiple workstreams and coordinate across client and internal teams Prior experience at an AmLaw 100 or similarly sophisticated firm required Soft Skills: Exceptional communication, analytical, and client management skills; thrives in a collaborative, high-performance team environment Key Responsibilities Advise private equity sponsors, secondary investors, and fund managers on secondary transactions and liquidity solutions Draft, review, and negotiate transaction and fund documents Support fund formation, co-investment, and other complex investment structures Collaborate with partners and cross-practice teams (M&A, tax, regulatory, and finance) to deliver integrated legal and strategic advice Manage due diligence processes and coordinate with counterparties and advisors throughout all deal stages Provide guidance on evolving market trends, regulatory considerations, and strategic opportunities in the secondaries space Why Join Us? This role offers a rare opportunity to join a high-performing PIF team operating within one of the nation's most sophisticated Private Equity practices at a globally recognized firm. You will gain unparalleled exposure to cutting-edge secondary transactions across multiple industries. The firm's elite platform, deep bench of top-tier practitioners, and commitment to professional development create an environment where attorneys thrive. You'll benefit from direct client interaction, hands-on transactional experience, and structured mentorship designed to accelerate your growth and expand your influence in the private equity space. For ambitious associates seeking to elevate their career

Job Description Job Title: Program Counselor, Pre College 2026 Organization: Edconic Department: Residential and Student Life Reports to: Senior Program Counselor, Residential Hall Assistant Director, Residential Hall Director Program Information Edconic Pre – College programs provide students with an immersive environment in which they learn, investigate, and explore while having fun and discovering friends, mentors and instructors who share their passions and interests. It also gives intellectually curious students the opportunity to live and learn in a dynamic location while drawing upon the unrivaled expertise and access of The New York Times, Sotheby's Institute of Art, Vogue College of Fashion, Manchester City Sports Business School, and Wired Education encouraging students to take their learning beyond the classroom and into the real world. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), and Vogue College of Fashion (acquired in 2023), Manchester City Sports Business School, and Wired Education. Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, and information services. Position description Program Counselors (PCs) play a crucial role in the residential and social aspects of our pre – college programs and will focus on maintaining a safe living and learning community by upholding the Student and Family Handbook and building a community among the students. Under the supervision of the Residential Hall Director (RHD), PCs provide supervision, advisement, and engagement opportunities for students residing on campus for the duration of the program. This is a live-in position, working up to 40 hours per week with housing. Essential Duties and Responsibilities Program Counselors are primarily responsible for building and maintaining a strong, safe and inclusive residential life community. PCs set up all residential spaces prior to student arrival and hold floor meetings to disseminate important information to their community. PCs complete an evening room-check to ensure that all students are accounted for and document student incidents through Student Management Software (SMS). When programming happens off-campus, PCs escort students to and from the event. PCs design and host residential programming to supplement Institute programming. Other responsibilities include: • Assist in the residential check-in and check-out process ensuring that all students are properly moved into their room and understand the policies therein;, • Present and support in student orientation events including diversity, equity and inclusion sessions and community building activities;, • Support the physical and mental health of students and refer them to appropriate resources, as needed;, • Attend weekly staff meetings;, • Enforce program policies and procedures to ensure that all participants remain safe throughout the program, documenting violations and incidents as they arise;, • Mediate roommate and peer conflicts;, • Manage student and staff interactions using various student management software;, • Complete room checks;, • Abide by Curfew and Proximity policy, when scheduled (see below);, • Plan and lead recreational and social events and activities such as movie nights, arts events, community building activities and outings;, • Assist with administrative tasks which may include the use of technology such as Orah, Pronto, Canvas, Microsoft Office and online based software;, • Support the program through other duties as assigned. PCs will typically work in the afternoons and evenings with some exceptions or other assignments that may arise. PCs will be expected to utilize mobile phone for maintaining communication with staff members as well as students via communication channels. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Have an outgoing disposition and an enthusiasm for working with high school students;, • Establishes a nurturing, inclusive community and encourages positive self-expression., • Must be flexible and highly adaptable; quick and comfortable responding to ever-changing environment., • Highly motivated and comfortable taking initiatives., • The ability to use sound judgement, enforce rules, and assume leadership roles;, • Has a keen interest in New York City culture and is comfortable exploring it with students using New York City mass transit, • Must be willing to live onsite. Education, Work Experience and/or Licensure • Must be legally authorized to work in the United States, • Bachelor’s degree or currently in college required;, • 1+ years of previous residential life experience (summer camp, boarding school, college campus etc.) required;, • Must be CPR certified or be willing to obtain prior to start of program, • Virtual Training: May 26th, 28th and May 29th, • Move-in: May 31st, • In Person Training: June 1st – June 5th, • Term 1: June 7th – June 19th, • Term 2: June 22nd – July 3rd, • Term 3: July 5th – July 17th, • Term 4: July 19th – July 31st In order to maintain student-to-staff ratios overnight, staff may be required to remain within a 15-minute walk of campus after 11 p.m. on their working nights. Staff do not have curfew or proximity restrictions on their days off. This position offers the following: • An opportunity to work with a passionate team of diverse people, • Housing with a roommate and shift meals provided, • Chaperone events and trips to local NYC attractions., • Salary of $18 per hour Language Skills • Excellent verbal and written communication skills., • Excellent command of the English language., • Ability to speak another language is a plus. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit, stand, walk, travel up and down stairs, crouch, stoop, and reach., • Ability to lift up to 25 lbs. Other Requirements All staff will be working closely with minors and must successfully complete all training related to protection of minors. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. [ES1]adjust these dates to match 2025

Job Description Senior Director, EV Charging Infrastructure Location: United States or Canada|Remote We are partnering with a leading cleantech company to hire a Senior Director, EV Charging Infrastructure to lead the deployment of their DC Fast Charging (DCFC) network. This is a high-impact role where your leadership will directly shape the accessibility, reliability, and scale of EV charging. Your Mission As Senior Director, youll own the full lifecycle of EV charging deployment from identifying prime locations to commissioning live stations. Youll drive capital strategy, manage complex vendor relationships and ensure every site is optimized for performance, cost-efficiency and speed to market. What You Will Bring • Strong experience in infrastructure deployment (EV charging, solar, or electrical)., • Deep expertise in CapEx planning, EPC execution and multi-market rollout strategies., • Proven ability to lead multi-site infrastructure programs with urgency, discipline and operational excellence., • Strong financial acumen with mastery of NPV, IRR, and payback modeling., • Exceptional stakeholder management across internal teams and external partners. Key Responsibilities Strategy & Capital Deployment • Develop and execute a multi-year CapEx strategy for DCFC expansion., • Build investment models to guide site prioritization and ROI-driven decisions., • Collaborate with Finance, Sales and Executive Leadership to ensure disciplined capital deployment. Site Acquisition & Evaluation • Identify and secure high-value sites with optimal grid access, traffic flow and commercial viability., • Lead due diligence, grid capacity analysis and feasibility assessments., • Negotiate LOIs, leases, permits and power agreements in partnership with Legal and Sales. Execution & Operations • Select and manage EPCs, contractors and vendors to ensure timely, high-quality builds., • Oversee construction, commissioning and go-live operations across multiple regions., • Implement scalable processes for safety, compliance and operational excellence. Why This Role Matters EV adoption is accelerating and infrastructure is the key to unlocking its full potential. In this role, youll be a catalyst for change, helping communities transition to clean transportation while driving measurable business impact. Perks & Benefits • Competitive compensation package with performance incentives, • Remote working, • Equity opportunities, • Professional development support, • Opportunity to add value/have impact and drive real change Ready to lead the future of mobility? Apply now! #EVCharging #InfrastructureLeadership #CleanTech #MobilityInnovation #SeniorDirector #Hiring #GreenEnergy #ElectricVehicles #SustainabilityLeadership

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past seven years in a row. We have offices in the US in New York and Philadelphia, with employees across 25+ states, as well as in London, Toronto, and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements, Illva Saronno, and more. YOUR ROLE The Supervisor, Integrated Investment is a mid-level leader responsible for overseeing a team of media professionals and ensuring the successful planning, buying, execution, and performance tracking of media campaigns. This role blends tactical media buying expertise with team leadership and client-facing responsibilities. The Supervisor serves as a key liaison between internal teams and external media partners, ensuring operational excellence, strategic alignment, and continual campaign performance improvement. You will lead campaign development, guide junior staff, and provide senior-level support across a portfolio of accounts, while maintaining strong vendor relationships and driving innovation. At XM, it's more than just doing the job, it's about doing things the right way and living our values of Trust, Reason, and Happiness, day in and day out. This role requires a candidate with proximity to our NYC office. We offer a hybrid work setting with employees working both onsite and from home. RESPONSIBILITIES: Campaign Tactical Planning & Execution • Translate media strategies into actionable investment plans aligned with client goals and audience insights, • Review and fine tune media plan recommendations for Director review, • Review and approve buys, authorizations, and placements created by junior team members, • Ensure all campaigns are executed on time, within budget, and in accordance with client expectations, • Manage the tactical mix of media channels (g., Linear TV, CTV, Digital, Audio, OOH, Social, Programmatic, Influencer, Content, Experiential) depending on campaign needs, • Serve as a day-to-day junior-level client contact for all campaign-related issues, optimizations, and strategic discussions, • Lead relevant client presentations and status meetings, articulating campaign performance, investment decisions, and recommendations, • Troubleshoot any campaign issues and provide timely resolutions and updates, • Build and maintain strong relationships with media vendors and platforms, • Lead negotiations for optimal rates, value-adds, sponsorships, and inventory packages, • Stay updated on market conditions, media trends, and opportunities for innovation or test-and-learn campaigns, • Oversee and guide the creation of reporting deliverables by junior team members, • Analyze campaign performance data and extract actionable insights, • Lead post-campaign analyses and work with analytics teams to measure ROI, efficiency, and engagement, • Ensure financial accuracy and timeliness in billing, invoicing, and reconciliation processes, • Track and manage campaign budgets, pacing, and forecasts, • Supervise and mentor a team of Assistants and Buyers, providing guidance, feedback, and performance evaluations, • Oversee day-to-day responsibilities of junior staff, ensuring quality control, timeline adherence, and best practices, • Foster a collaborative, inclusive, and growth-oriented team culture, • Participate in training new team and department members, • 5 years of agency media planning/buying experience, • Deep understanding of both traditional and digital media channels, pricing models, and performance metrics, • Strong client-service orientation and ability to build trust with senior stakeholders, • Prior experience managing and mentoring junior staff, • Excellent project management, communication, and organizational skills, • Strategic mindset and a passion for media innovation and industry trends This role requires a candidate with proximity to our NYC office. We offer a hybrid work setting with employees working both onsite and from home. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Job Description Our client, a national industrial standards consulting group, is looking to hire a Director of IT Infrastructure. The Director of IT Infrastructure will report to the CIO and will be based in the New York City Headquarters. The role will entail approximately 25% travel to national and some international locations. A competitive compensation package being offered. Summary: This role is critical in ensuring reliable, scalable, and secure IT operations across the domestic USA, the corporate headquarters and hub offices, many global satellite locations, remote users, and cloud production environment which hosts all of the vital content and workflow applications used across the enterprise. The Director of IT Infrastructure will manage a diverse team of up to 20 personnel, including Network/Cloud Operations, Security Operations, Helpdesk, IT Project Management, and overall IT Service Delivery, supporting a hybrid/remote workforce and business-critical systems. The Director will develop infrastructure strategies, enhance system performance, support the organization's technology needs across multiple departments, and ensure the broader organization is both involved in the prioritization of and aware of the IT infrastructure group’s activities, including publishing structured metrics on departmental objectives and performance. Background: The Director of IT Infrastructure, will lead the design, implementation, and optimization of next-generation infrastructure and security tools, endpoint management solutions, develop contact-center solutions and teams to support the user community, drive automation, and leverage privacy-protected AI solutions to accelerate the organizational mission using technology. You will own vendor management across IT and be responsible for ensuring the maximum use of vendor-provided hardware, software, and services. The right candidate would enjoy this role if you are a service-oriented, cloud-native, mobile-first, infrastructure-as-code, security-driven-design Infrastructure leader. You should be an operations leader who is also able to drive project activities. This role offers the rare opportunity to both architect and lead transformative change in a mission-driven environment. If you're a contemporary hands-on technology leader eager to drive modernization at scale, this is your moment to build, lead, and elevate IT in service of a larger purpose. Key Responsibilities The Director of IT Infrastructure will carry the following areas of responsibility: Team Leadership & Collaboration • Directly supervise, mentor, and continuously improve the operations of network & cloud, • Develop and execute a global IT infrastructure strategy aligned with business goals., • Foster a collaborative, high-performance culture across on-site and remote team members., • Collaborate with senior leadership to define IT priorities and investment roadmaps., • Manage and mentor a team of IT professionals, providing guidance and career development., • Work closely with business leaders to align IT infrastructure with organizational goals., • Partner with vendors and service providers to evaluate and implement new technologies. Infrastructure & Operations Management • Ensure high availability, performance, and security of IT systems and services., • Drive proactive monitoring, incident management, and root cause analysis., • Develop infrastructure-as-code and other automation approaches to streamline the uniformity and efficiency of maintaining the organizations infrastructure., • Manage IT asset lifecycle, including procurement, maintenance, and upgrades., • Maintain budget projections and expense management on all IT infrastructure related expenditures., • Develop and implement disaster recovery and business continuity plans. Cybersecurity & Compliance • Oversee the Information Security function for the organization., • Drive the enforcement of cybersecurity best practices to protect organizational data and systems. Cloud & Digital Transformation • Optimize cloud-based infrastructure and applications balancing scalability and cost-effectiveness., • Manage relationships with cloud service providers and ensure optimal usage. Qualifications & Requirements Bachelor's degree in Computer Science, Information Technology, or a related field. Master's degree preferred. Experience: • 7+ years of IT infrastructure experience, with at least 3 years in a leadership role, including cloud operations management., • Strong knowledge of modern networking, cloud computing (AWS, Azure), cybersecurity, and enterprise IT systems., • Experience with virtualization, storage solutions, and disaster recovery planning., • Proven track record of managing IT teams and driving infrastructure improvements., • Experience with deployment and maximizing enterprise ITSM tools such as ServiceNow desired., • Familiarity with ITIL, NIST, or other IT governance frameworks is a plus., • Experience leveraging LLM and other AI toolsets to support infrastructure objectives a plus., • Excellent problem-solving, communication, and project management skills. Company DescriptionExecutive Recruiting :.We are sourcing candidates for our client.Executive Recruiting :.We are sourcing candidates for our client.

Job DescriptionAbout Us:Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. About You:Versana is looking for a collaborative FP&A Specialist who brings a solid foundation in finance coupled with a deep understanding of corporate finance management. This role will be responsible for providing detailed financial planning, analysis and strategic insights to drive informed decision-making within the organization. The FP&A Specialist will report directly to our Head of Finance, with exposure to company-wide financial planning, accounts payable, accounts receivable, expense reporting and other strategic initiatives.Key Responsibilities • Support senior management in maintaining and improving the multi-year company financial model., • Develop dashboard reporting on cash burn, revenue projections and KPIs/Metrics., • Perform commercial analyses (TAM, product profitability, competitive intelligence) and work with Product and Sales teams in developing the commercial terms and financial projections for products and business lines., • Contribute to the annual budgeting and forecasting processes., • Prepare presentation materials for senior management, the Board of Directors, and current and prospective investors., • Perform ad-hoc analysis and provide support on special projects as needed.Must Haves, • BS or BA degree in Finance., • 5+ years of experience in investment banking, credit/equity research, or consulting., • Ability to multi-task and manage multiple projects simultaneously., • Ability to work well with diverse groups in a collaborative team., • Strong interpersonal skills and outstanding verbal and written communication skills., • Excellent analytical skills with an ability to synthesize qualitative and quantitative information., • Exceptional financial analysis background, advanced modeling skills, strong business communication skills., • Advanced skills in Microsoft PowerPoint and Excel.Nice to Haves, • SQL or Power BI training.

Job Description We are seeking an individual to join our trading team. Desired areas of experience are high yield/leverage loan trading. This could be on either the buy-side or sell-side. We seek someone who is interested contributing to the investment process through trade execution, trade operations, idea generation, and a deep understanding of the market. This role offers a unique opportunity to be involved in all aspects of our investment process beyond that of the typical execution trading role. The ideal candidate will have a background in financial markets, specifically fixed income, and have a proven ability to wear many hats; and thrive in a fast-paced environment. Candidates should be comfortable taking on diverse responsibilities and engaging in all aspects of bond trading. Qualifications: • A four-year degree or relative work experience required., • One to three years of experience trading securities or in trade operations/assistance, preferably in fixed income., • Some understanding of credit portfolio management, credit analysis, and identifying relative value., • Experience using multiple platforms, including Bloomberg, MarketAxess, TradeWeb, TruMid, etc., • A strong interest in pursuing a career in investment trading and/or operations., • Understanding of market protocols, flows, liquidity, and comprehension of trade operations and systems., • Ability to find and recommend alpha generative ideas from the trading seat., • Strong communication skills, internally and externally, with an ability to manage flow o information to team members and in client communications and presentations., • Relationships with major counterparty trading and syndicate desks., • Problem-solving skills to enhance systems and processes and implement new technology., • Dedication to discipline, integrity, character, empathy, and service. We seek candidates who can actively contribute to a positive work environment and support our mission., • Execute trades across various strategies., • Ensure best execution practices are adhered to., • Manage the new issue process including relationship management with various syndicate teams., • Strategize with broader investment team regarding trade implementation, market conditions, and opportunities., • Generate new ideas for portfolios and highlight relative value opportunities.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. As the Manager for our Business Development Representative (BDR) team, you will lead a high-performing group responsible for driving Arch’s top-of-funnel engine. You will own all motions that generate qualified pipeline for our Account Executives, including outbound prospecting strategy, inbound qualification, activity performance, and cross-functional alignment with Sales and Marketing. This is a high-visibility, high-leverage role at the center of Arch’s growth strategy. You’ll coach and develop BDRs to excel at research, targeting, messaging, qualification, and executive-level outreach. You’ll operate with a rigorous cadence, forecasting pipeline creation, tracking leading indicators, and continuously optimizing prospecting plays, sequences, and conversion funnel health. You’ll partner closely with Sales, Marketing, Enablement, and Operations to ensure the team is pointed at the right accounts, delivering high-quality meetings, and fueling the revenue engine with predictable, scalable pipeline. Your responsibilities will include: * Lead, coach, and develop a team of BDRs with clear expectations around activity, messaging quality, and pipeline creation * Own top-of-funnel pipeline generation goals and run weekly forecasting, performance reviews, and funnel analysis * Refine outbound prospecting strategy, sequences, and messaging; ensure research-driven, personalized outreach * Oversee inbound lead triage, SLAs, and qualification standards; ensure smooth, complete handoffs to Sales Directors/AEs * Maintain clean, accurate Salesforce data and drive consistent use of tools and processes * Partner with Marketing on targeting, campaigns, event follow-up, and persona-based messaging * Collaborate with Sales leadership on account prioritization * Recruit, onboard, and develop top BDR talent; create repeatable onboarding and training frameworks Reach out to us if you have: * 3+ years of BDR/SDR management experience with ownership of pipeline or meeting generation targets * 6–8+ years in BDR, SDR, inside sales, or related roles * Strong coaching capability and experience improving outbound messaging and prospecting performance * Proven ability to run rigorous forecast, activity, and funnel management cadences * SaaS/technology sales background and proficiency with Salesforce and modern prospecting tools A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $175K - $200K

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We are looking for a deeply crypto native, DeFi obsessed operator to lead Business Development and Solutions Architecture for Democratized Prime and our broader crypto product suite with Web3 and crypto native institutions. This is a senior individual contributor role with the expectation of small team growth over time. You will own relationships with leading protocols, on chain funds, and other DeFi and crypto native players, and architect product and partnership solutions that combine our primitives with external DeFi infrastructure. You are the person who can sit down with a protocol such as a Bitcoin restaking platform, immediately understand their forward cost of capital and yield problems, and walk out with a structured solution that integrates on chain and off chain components, then drive that from idea to live partnership. What You'll Do • Own Web3 business development and partnerships by identifying, prioritizing, and leading relationships with DeFi protocols, crypto native funds, market makers, restaking platforms, perpetuals venues, and other Web3 institutions., • Run the full business development cycle including target mapping, outreach, discovery, solution design, commercial negotiation, closing, and ongoing expansion., • Deeply understand our product primitives including Democratized Prime, crypto backed lending, and exchange connectivity, and design creative structures that solve partner problems., • Architect DeFi native solutions such as combining a crypto backed loan with Democratized Prime yield, swapping USD yield into BTC via exchange connectivity, and wrapping the structure into a DeFi native experience with ecosystem partners., • Proactively originate build ideas with specific protocols, structures, and partner stacks rather than only responding to inbound opportunities., • Translate partner needs into clear product requirements and work closely with Product, Risk, and Engineering to assess feasibility, risk, and implementation paths., • Co create narratives, decks, one pagers, and light product marketing materials for crypto native audiences., • Represent Democratized Prime across the Web3 ecosystem at conferences, hackathons, and industry events, turning conversations into concrete opportunities., • Confidently convey strategy set by the Head of Democratized Prime while adding your own informed perspective in client discussions., • At least 5 years of professional experience in finance, fintech, trading, or crypto, including a minimum of 2 years in institutional crypto such as an exchange, lender, market maker, DeFi protocol, or institutional trading firm., • Prior institutional client facing experience in business development, sales, trading, investment banking, product marketing, or a similar role., • Deep lived DeFi experience including active personal use of DeFi products such as lending and borrowing, liquidity provision, perpetuals, restaking, yield strategies, and airdrop participation., • Strong understanding of the differences between major DeFi protocols, restaking platforms, and layer two ecosystems and the product gaps they face., • Strong finance and markets fluency with comfort discussing credit, leverage, yield, collateral, basis, treasury management, and risk with sophisticated institutions., • Demonstrated ability to design structured solutions rather than only selling existing products, including translating ambiguous client needs into concrete structures or integrated solutions., • Exceptional written and verbal communication skills with the ability to create compelling narratives, decks, and memos and confidently lead conversations with new counterparties., • Self directed operator with a hunter mentality who thrives in ambiguous environments with limited guardrails., • High ownership mindset with willingness to work long hours when needed and travel regularly for clients, conferences, and team time in New York., • Low ego collaborator who works effectively across teams., • Compensation Range: $172,000-$215,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Hybrid

Job Description AI Software Engineer NYC AI Data Science Labs – Investment Management J Harlan Group is currently conducting a search for a AI Software Engineer at a prominent Investment Manager in their NYC AI Data Science Labs. This opportunity is available in both their New York City offices and at their brand-new AI Data Science squad in their new Baltimore location. Both locations offer the opportunity to collaborate with top talent, drive innovation, and make a real impact on asset management This is a “hands-on” – “end-to-end” engineering opportunity with direct responsibility to Design, Develop, and Deploy autonomous AI systems as part of the firm's AI Data Science Labs' AI Engineering team. Collaborate in cross-functional squads, contribute to the Build-Operate-Transfer process, and help scale responsible AI solutions across the enterprise. The AI Data Science Labs is focused on building the firm's next-generation data and AI platforms, aiming to seamlessly deliver on-demand ML-powered insights across their firm. Responsibilities • Design, build, test, and deploy AI agents and intelligent systems for modern cloud-based, n-tier architectures., • Partner with business stakeholders to develop agent-driven workflows that automate complex processes and generate actionable insights., • Championing engineering excellence by applying best practices in AI development, continuous integration, and code quality., • Contribute to projects on agent orchestration, prompt engineering, and real-time, data-driven automation., • Manage technical debt and drive ongoing improvements in AI platforms and infrastructure., • Proactively seek opportunities to apply AI agents for increased business value and operational efficiency., • Collaborate directly with business stakeholders to understand needs and priorities., • Make technology decisions that support current and future business objectives and fiscal responsibility., • Translate business requirements into effective technology solutions. The ideal candidate would have a background: • BS or MS in Computer Science or a related technical field (or equivalent experience), • 2+ years of professional development experience in an object-oriented language (Java, Python, or JavaScript preferred)., • Hands-on experience with cloud-native architectures (AWS, Azure), containerized microservices, and agent frameworks., • Experience with React and/or Angular - Preferred, • Solid understanding of financial markets and financial instruments - Preferred, • Strong analytical and problem-solving abilities., • Commitment to quality via automated testing, code reviews, and continuous delivery., • Results-driven with a passion for learning and staying current with emerging technologies. An individual who loves solving deep and complex technical and business problems and wants to have an outsized impact with the services/ products they deliver. An individual with a passion for technology engineering high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services. If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at or directly contact us at (212) 792-0099 About the Client: The firm is a publicly owned global asset management firm with $1.8 trillion dollars of AUM. The firm offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The talent and dedication of their people is critical to their success. They offer an opportunity for developing one's professional career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment. They offer a broad range of competitive benefits on a global basis. They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of the global markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior management in a highly collaborative and charged environment. Successful candidates are: • Analytic and relentless in pursuit of the right answer, • Strong communicators who excel at rapid synthesis, • Able to demonstrate sound business judgment, • Able to digest complexity while maintaining an understanding of the “big picture” of business needs, • Team players who are energized by a collaborative enterprise The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients SALARY RANGE: The salary range is $118,000 - $202,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws. Work Flexibility: This role is eligible for remote work up to three days a week. Benefits: The firm invests in their people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions, • Flexible and remote work opportunities, • Health care benefits (medical, dental, vision), • Tuition assistance, • Wellness programs (fitness reimbursement, Employee Assistance Program), • Paid time off for vacation, illness, medical appointments, and volunteering days, • Family care resources, including fertility and adoption benefit

Job Description Office Location: Jersey City, NJ About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role: We are looking for a highly skilled and driven Director of Influencer Marketing to oversee and guide our channel expansion team, including influencer partnerships. You will be responsible for building and optimizing the company's channel system in target markets to achieve customer growth and market share expansion goals. You need to possess excellent market analysis skills, strategic planning abilities, and team management capabilities, along with proven experience in driving business growth. As the primary liaison between our company and strategic partners, you will work collaboratively with internal teams (including growth operations, marketing, and product) to ensure alignment and deliver exceptional value to our partners. You will also conduct market analysis to identify trends and insights that influence our channel strategy, enabling us to stay ahead of the competition. With a deep understanding of cultural nuances and business practices in different regions, you will navigate the complexities of international and regional partnerships and support our team in executing effective market cooperation strategies. If you are a strategic thinker and team manager, passionate about building long-lasting partnerships, and eager to make a positive impact on a global business scale, we look forward to hearing from you! Responsibilities: • Create and implement detailed strategies to expand our presence across multiple channels and markets, such as YouTube, Twitter, and Reddit., • Identify new partnership opportunities, negotiate, and establish strategic partnerships with various channel partners., • Manage and maintain relationships with existing partners, ensuring satisfaction and expanding the distribution network, including online and offline channels, to enhance brand awareness and market coverage., • Collaborate with cross-functional teams to align marketing, growth operations, and product initiatives with partner needs., • Analyze market trends and partner performance metrics to inform decision-making and optimize partnerships., • Manage the channel expansion budget, ensuring effective resource allocation and maximizing return on investment., • At least 8 years of experience in market channel management (KOL/Influencer Management, Corporate partnerships, and offline promotion), with over 3 years in team management; finance industry experience is preferred., • Deep understanding of international market environments and cultural business practices, with a rich network of local channel resources and partner bases., • Excellent business acumen and market analysis skills, with the ability to quickly adapt to market changes, interpret complex data, derive actionable insights, and formulate corresponding strategies., • Strong leadership and team management skills, capable of motivating and leading the team to achieve goals., • Outstanding negotiation and communication skills, including written and verbal, with the ability to effectively communicate with partners at various levels, both internally and externally. What we offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionOverview: Fort Morgan Capital is a specialty finance subsidiary of SIMPLECITI Companies focused on originating and servicing structured credit facilities to personal injury and mass tort law firms. Backed by a $50 million joint venture with Arena Investors LP, Fort Morgan underwrites legal receivables backed by future case proceeds to meet growing demand for non-dilutive law firm financing. About SIMPLECITI Companies: SIMPLECITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • Fort Morgan Capital (Litigation Finance & Legal Credit), • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleCORE (Operations & Capital Structuring) Job Description: Fort Morgan Capital is hiring a Director of Legal Credit and Diligence Operations to lead the evaluation, underwriting, and approval process for credit facilities issued to law firms. This is a high-responsibility role for a credit leader with experience in legal asset analysis, diligence management, and structuring complex legal receivable-backed loans. You’ll be responsible for owning the entire underwriting lifecycle, coordinating external advisors, and producing decision-ready investment materials for committee approval. The ideal candidate combines legal fluency with credit structuring experience and operational execution. Underwriting, Diligence & Credit Oversight • Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing, • Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms, • Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries, • Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk, • Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee, • Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding, • Oversee funding documentation and coordinate transition to post-close servicing and reporting, • 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting, • JD or equivalent background with litigation finance, legal receivables, or private credit transactions, • Proven experience evaluating case portfolios and drafting institutional-grade investment memos, • Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort, • Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit, • Able to manage multiple stakeholders including internal teams, IC members, and external counsel Preferred: • Experience in law firm lending or pre-settlement funding, • Understanding of how case quality and practice structure impact credit risk, • Bonus: Experience integrating AI or automation tools into legal diligence or underwriting workflows

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off This role will oversee the financial operations of the company while driving efficiency through Microsoft tools, automation solutions, and data analysis, ensuring the finance function remains both accurate and innovative. Responsibilities Financial Management & Reporting • Oversee all accounting operations, including accounts payable/receivable, general ledger, reconciliations, and accruals., • Prepare monthly, quarterly, and annual financial statements (in compliance with GAAP Preferred)., • Conduct variance, cost, and profitability analyses on client projects and consulting engagements., • Lead audit preparation and coordination with external auditors and internal stakeholders., • Ensure compliance with regulatory, tax, and healthcare consulting financial standards.Process Automation & System Efficiency, • Design and maintain advanced Excel models using VBA, Power Query, and pivot tables to streamline financial reporting., • Implement and manage Power Automate workflows for automating tasks such as approvals, reconciliations, and reporting., • Administer SharePoint for finance-related document control and workflow management., • Identify and execute process improvement initiatives that enhance accuracy, speed, and scalability in financial operations.Data Analytics & Business Insights, • Analyze financial and operational data to support decision-making and business strategy., • Develop and maintain KPI dashboards for management visibility on consulting project performance and resource utilization., • Collaborate with business units to evaluate client profitability, pricing models, and financial trends., • Support budgeting and forecasting processes with data-driven methodologies.Strategic Finance Support, • Partner with leadership to assess financial viability of new consulting projects or service lines., • Provide insights into cost structures, pricing, and client ROI across pharmacy consulting portfolios., • Support cash flow management and scenario planning for business growth and investment., • Uphold strong internal controls and ensure financial data integrity across systems.Qualifications, • Bachelors or Masters degree in Accounting, Finance, or related discipline., • 13 years of relevant experience in accounting, finance, or consulting ideally within pharmaceutical, healthcare, or professional services., • Strong understanding of GAAP compliance, and audit practices preferred., • Experience with ERP systems (SAP, NetSuite or QuickBooks), • Excellent analytical, organizational, and problem-solving abilities.Skills, • Professional certification (CPA, ACCA, CMA) preferred., • Experience with Power BI or similar data visualization tools., • Knowledge of SQL or database integration for financial reporting., • Familiarity with RPA (Robotic Process Automation) or finance process digitization.

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

Job Description About Daiwa Capital Markets America Inc.: Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA’s ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan. Position Summary: Daiwa Capital Markets America is seeking an Analyst with experience of Operational Risk and/or Third Party Risk Management (“TPRM”) to join our Operational Risk Management (“ORM”) team. The ORM team is responsible for both the ORM and TPRM programs, working to execute robust risk management processes across the firm. The work environment is dynamic and focused on continuous program improvement, automation and integration with the other risk stripes and related programs. The role entails working closely with ORM team members and collaborating cross-functionally with stakeholders to implement and deliver all components of the framework. In addition, you will directly contribute to risk related initiatives including new operational risk initiatives, incident response, RCSA, Key Risk Indicators (KRIs), eGRC system integration and risk reporting. The role involves interaction with management across the firm and involvement in a range of projects that provides for a challenging and multi-faceted work environment. Core Responsibilities: • Assist with ongoing development, rollout and maintenance of the Operational Risk and TPRM Programs., • Perform third party risk assessment during onboarding and for periodic reviews., • Work with the first line of the defense (1LoD) to develop KRIs, and monitoring for elevated risks., • Assist the 1LoD with operational incident reporting, conducting incident root cause analysis and reporting to management., • Assist business managers to perform Risk and Control Self-Assessments and reviewing the responses., • Maintain strong relationships with business management and providing risk training., • Develop risk reporting and dashboards to meet the needs of business management and ORM., • Bachelor’s degree, preferably in a business-related subject., • 5+ years of experience in operational risk and/or third party risk management., • Risk management certification preferred (e.g. CRISC)., • Hands on experience of Operational Risk processes (e.g. RCSA, KRI, Incident/Issues Management, Scenario Analysis, and risk reporting)., • Financial services industry experience, preferably in the broker/dealer or banking sectors., • Strong organizational, documentation, analytical, presentation, and communication skills (written and verbal)., • Strong analytical approach and a focus on bringing new ideas to increase efficiency/ automation. Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work — individually, with each other, and with our communities — is just as important as what we do and shapes who we are as an organization. Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to: • Competitive Benefits Package (Medical, Dental and Vision), • Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability), • Flexible Spending and Health Savings Accounts (FSA and HSA), • Employee Assistance Program (EAP), • Comprehensive health and wellness benefits, • Parental Leave, • Family building benefits, • 401(k) with company match, • Paid Time Off and holidays, • Professional development, educational assistance and training programs DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is seeking an Equity Research Associate to support its Internet franchise. This position is based in New York City. The Research Associate will work closely with the lead analyst to develop and market equity research products, including research reports, financial models, and industry analyses. The role requires independence, initiative, and an entrepreneurial mindset, as the associate will take ownership of a wide range of responsibilities, including financial model building and updating, report writing, and other related tasks. Attention to detail, a strong work ethic, and the ability to multitask are essential. Ideal Candidate Profile: • Minimum of one year of equity research experience, • Strong background in finance and accounting, • Financial Modeling & Analysis: Ability to build and maintain integrated income statement, balance sheet, and cash flow models; organize and maintain industry data;, • Writing & Communication: Strong analytical and writing skills for producing company initiations, equity research reports, and marketing presentations;, • Industry Passion: Genuine interest in the stock market, technology sector, and equity research. Prior exposure to financial markets and research is highly advantageous;, • Sales & Client Interaction: Strong communication skills to engage with internal sales/trading teams and external clients professionally and responsively;, • Independence & Initiative: Ability to manage projects with minimal supervision and prioritize multiple tasks effectively;, • Technical Skills: Advanced Excel skills; proficiency in Word, PowerPoint, Bloomberg, and FactSet; For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The position is located in New York City. Our ideal candidate has had at least one year of equity research or related experience. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong writing and analytical skills. Associates are responsible for writing and producing equity research reports, company initiations, and marketing presentations—often under very tight time constraints;, • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data. Attention to detail is critical;, • A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;, • Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important;, • Ability to work independently and initiate and accomplish projects with minimal supervision. Aggressive self-starters with a strong work ethic are desirable;, • Ability to organize, prioritize and manage multiple projects simultaneously;, • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet. For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionCOMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. For more information, please visit . LIGHTSTONE CAPITAL DESCRIPTION Lightstone Capital (“LSC”) is an alternative commercial real estate lender primarily focused on direct origination of first mortgage bridge loans on transitional commercial real estate assets inclusive of all real estate sectors and domestic U.S. geographies. LSC is a fully integrated lender managing the origination, underwriting/execution, asset management, and loan servicing processes in house. LSC’s corporate headquarters is located in NYC with satellite offices in Los Angeles, Miami, and Austin. Though the primary focus of LSC is first mortgage bridge loans, LSC has also been active in mezzanine, note-on-note, and preferred equity investments and continually seeks unique investment opportunities to produce outsized returns. The Debt Strategies Analyst/Associate will work in the NYC Corporate HQ supporting the origination and deal execution teams on the screening, underwriting, and closing process for new investments and will remain involved in the deals through their life cycle. POSITION SPECIFICATION - ANALYST/ASSOCIATE, DEBT STRATEGIES The ideal candidate is a motivated self-starter with a strong worth ethic and desire to work in a fast-paced, team oriented and entrepreneurial environment. Candidates must have significant underwriting and/or direct real estate debt investment experience. The successful candidate will be able to learn quickly, incorporate feedback graciously, take ownership over their work product, and conduct themselves with poise and integrity to support key business goals for the debt team. This position is available for immediate hire and will report to the Vice President, Real Estate Debt Strategies, based in New York City. KEY RESPONSIBILITIES • Responsible for supporting the debt strategies team in underwriting and executing investments for a wide range of commercial real estate transactions. Investments include senior bridge loans, mezzanine loans, and preferred equity backed by virtually all property types throughout the US., • Organize and manage due diligence and offering materials during the marketing and closing processes; interface with lenders, developers, investors, attorneys, and other third parties., • Prepare financial and text analysis on a wide array of real estate debt transactions (as above) including Excel models, committee memoranda, and other packages for the evaluation of CRE loan originations and investments. Evaluate investment merits and risks, market dynamics, projected investment returns and assist in structuring of credit investments., • Create, review, analyze, and present cash flow projections, multi-tier IRR waterfall models, sources and uses, project budgets, rent rolls, historical operating statements, rent comps, sales comps, lease expiration schedules, stacking plans, amortization schedules, etc., • Assist in asset management efforts including business plan and asset valuation updates, as well as property inspections., • Assist in developing and maintaining the firm’s relationships with real estate brokers, key mortgage bankers, commercial banks, real estate brokers, developers and investors, and other sources of third-party commercial mortgage loan origination opportunities. KEY ATTRIBUTES/EXPERIENCE • Minimum of 1-3 years of relevant commercial real estate debt investment or investment brokerage experience that directly requires valuation of real estate., • Experience with CRE debt investment including senior bridge loans, mezzanine loans, and preferred equity is preferred., • Self-starter who has the initiative and ability to thrive in an environment that is highly entrepreneurial, and which requires rapid learning, multitasking and prioritizing under tight deadlines., • Strong analytical and quantitative skills, including advanced modeling and financial analysis., • Ability to understand and interpret complex business documents including financial reports and contracts with the capacity to analyze variances., • Strong deal execution skills, including due diligence, communicating with external parties, and financial literacy., • Demonstrated ability to identify key risks, recognize opportunities, and effectively problem solve., • Excellent oral and written communication skills; presence and poise., • Curious, creative thinker with the ability to think outside the box to find solutions while remaining humble enough to seek assistance when needed, • Good judgment, perseverance, and stamina., • Well-organized; strong independent work ethic with an excellent attention to detail., • Proficient in Microsoft Office Suite with an expertise in Excel; familiarity with common commercial real estate data sources (i.e. CoStar, GreenStreet, etc.), ARGUS is a plus., • Bachelor’s degree in Real Estate, Finance, or Accounting from a top institution with demonstrated academic excellence. Advanced degree in Real Estate, Finance, or Accounting a plus. Salary - $100 - $130k, plus bonus, offered salary commensurate with experience Lightstone offers our employees a comprehensive and competitive benefits program inclusive of: – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Experience working with high‑net‑worth individuals and families, • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at You'll Do Data Center Finance Team The Data Center Finance team at CoreWeave supports the strategic and operational decisions driving our global infrastructure. We manage financial planning, forecasting, and analysis across our expanding data center network — providing insights that fuel the rapid scaling of our cloud business. This team partners closely with operations, capacity planning, power, and sustainability to ensure sound financial stewardship and efficient resource deployment. • Data Center OpEx Planning & Forecasting: Own end-to-end financial planning processes for data center expenses related to leases, power, equipment financing, and general operating expenses., • Data Center Power Planning & Forecasting: Build and maintain various forecasts related to our global power footprint including power deployment timing and alignment with capacity planning timelines., • Financial Planning and Analysis: Drive monthly, quarterly, and annual budget reviews and variance analyses. Provide actionable insights to senior leadership through dashboards and reporting. Support long-range planning and scenario modeling for strategic investment decisions., • Financial Reporting: Analyze and present financial reports to senior management, ensuring accuracy and compliance with company policies and regulatory requirements., • Strategic Partnership: Collaborate with operations, capacity planning, and power and sustainability teams to develop and implement strategies that support business objectives and enhance financial performance., • Cost Optimization: Partner with various teams to optimize expenses related to recurring data center expenses 5+ years of experience in FP&A, corporate finance, investment banking, private equity, asset management, or similar roles * Bachelor's degree in Finance, Accounting, Business, or related field; MBA or CPA/CMA a plus * Advanced financial modeling and data analysis skills (Excel required); familiarity with tools such as NetSuite, Tableau, or similar is a plus * Proven ability to manage complex forecasting and budgeting processes end-to-end * Experience with operational modeling, scenario planning, and long-range financial forecasting * Strong understanding of economic analysis, cost optimization, and capital planning * Knowledge of data center finance topics (e.g., energy market dynamics, leasing, and operating expense management) preferred Preferred * Experience working in a high-growth, cloud infrastructure, or data center environment * Demonstrated ability to automate data workflows and streamline financial reporting * Exposure to large-scale capacity planning or power forecasting models Wondering if you're a good fit? We believe in investing in our people and value diverse experiences — even if you're not a 100% match. Here are a few qualities that thrive on our team: * You love building models that drive clarity and confidence in strategic decisions * You're curious about how finance intersects with large-scale infrastructure and technology * You're an expert in uncovering insights from complex datasets and turning them into action Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you won't want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: * Be Curious at Your Core * Act Like an Owner * Empower Employees * Deliver Best-in-Class Client Experiences * Achieve More Together We support and encourage an entrepreneurial outlook and independent thinking. Collaboration is at the heart of what we do — providing opportunities to develop innovative solutions to complex problems. As we get set for takeoff, growth opportunities within CoreWeave are expanding rapidly. You'll be surrounded by some of the best talent in the industry, who will want to learn from you, too. Come join us! The base salary range for this role is $98,000 - $143,000 The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments with a focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation and overseeing rigorous risk management across all active positions. In our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. Professionals who can extract key insights from their investment universe to inform and shape the broader team's perspective and leverage this collective knowledge to generate alpha within their mandate will find this is the perfect platform for their talents. Key Responsibilities: • Independently manage a significant capital allocation by creating, executing, and monitoring an Equity Long/Short strategy., • Construct portfolios with a focus on maintaining low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution., • Conduct thorough market and industry research, fundamental business analysis, and business cycle research., • Implement stringent risk management, actively assessing the merits of all positions and investment theses., • Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise., • Proven track record in Equity Long/Short, demonstrated by robust investment acumen and a Sharpe Ratio greater than 1.5., • A minimum of 5 years of experience in portfolio management, preferably within a hedge fund., • Proficiency in financial modelling, sector analysis, business structure analysis, and conducting business cycle research., • Demonstrated expertise in the industries and/or regions of focus, as well as risk management techniques for equity portfolios., • Humility and the capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors., • Unwavering commitment to the highest standards of ethics and integrity. To apply, please submit your CV, a detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5), and a comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager with a passion for collaboration and a keen interest in financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are seeking a Director of Member Engagement Strategy to lead high-impact initiatives that connect more people to mental healthcare through thoughtful, effective marketing. Reporting to the Senior Director of Member Growth, this role will drive strategic member engagement programs in partnership with Spring Health's largest customers. This person will be responsible for driving strategy and execution that unlocks activation, retention, and long-term outcomes through tailored, data-informed initiatives. This is a full-time position based in NYC. The role operates under a hybrid model, with three days per week in our HQ at 60 Madison Ave office required. As a key leader within Member Growth, you'll oversee a team of vertical marketers focused on high-touch, high-value accounts. You'll also help shape how Spring Health scales personalized engagement across our member base by developing repeatable models, systems, and success frameworks. What You'll Be Doing • Lead the Member Engagement Strategy team responsible for delivering tailored marketing strategies to drive enrollment, activation, and utilization across our customers., • Develop and scale systems, playbooks, and measurement frameworks to ensure our member marketing strategies are both personalized and operationally repeatable., • Serve as the strategic engagement marketing voice in customer conversations, partnering with Strategic Account Managers and Customer Success to align on goals, progress, and strategies., • Translate complex data into actionable recommendations for both internal stakeholders and external partners, with a strong focus on influencing decision-making and optimizing outcomes., • Collaborate cross-functionally to bring strategies to life and ensure alignment across member touchpoints., • Build and manage a high-performing team, providing mentorship, clarity, and accountability., • Drive continuous improvement through experimentation, feedback loops, and adoption of best practices across customer cohorts.What success looks like in this role:, • A repeatable playbook for member engagement is adopted across the Member Engagement, Customer Success and Implementation teams., • Strategic accounts consistently exceed member enrollment, activation, and utilization targets., • Cross-functional stakeholders report high satisfaction and strong alignment with the Member Engagement Strategy function., • Clear, consistent insights and reporting frameworks influence customer and internal strategy decisions., • Underperforming accounts are successfully remediated through proactive strategic intervention.What you'll bring:, • 8+ years of experience in B2B2C marketing, with at least 3 years in a team leadership role., • Proven track record of developing and executing enterprise engagement strategies that drive measurable outcomes., • Strong storytelling and communication skills, with the ability to translate data into compelling insights for both internal and external audiences., • Demonstrated success leading cross-functional initiatives in complex, high-stakes environments., • Deep empathy for member and customer needs, with a passion for designing strategies that reflect population-level nuance., • Expertise in marketing platforms (e.g., Iterable, Braze) and analytics tools (e.g., Looker, Amplitude)., • Experience in healthcare, benefits, or regulated industries is a strong plus., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job DescriptionFINANCIAL PLANNING & ANALYSIS DIRECTOR Role Summary Provides enterprise-wide financial stewardship, planning, and analytical leadership across all organizational entities, including MLBPA, MLBPI, Players Trust, Blocker entities, and international structures. Partner closely with executive leadership and departmental heads to deliver high-quality financial insights, strengthen decision support, and enhance the value, clarity, and integrity of financial information used in strategic decision-making. Core Responsibilities Financial Reporting & Analysis • Lead annual budget development, rolling forecasts, and long-range financial planning across all entities and departments, • Oversee monthly financial reporting, including departmental variance analysis and executive-level review discussions, • Develop and maintain consolidated reporting across a multi-entity, multi-business structure, ensuring consistency and transparency, • Design and execute advanced financial models, scenario analyses, and strategic option assessments to support executive decision-making, • Lead implementation and optimization of financial analytics and planning platforms (e.g., Power BI, budget software such as Martus), • Build and enhance management dashboards, KPIs, and operational metrics to improve financial visibility and accountability, • Partner with Accounts Payable, Accounts Receivable, and Controllership teams to strengthen financial tracking, internal audit models, and controls, • Support evaluation and analysis of equity partnership and strategic investment opportunities, • Prepare Executive Board and senior leadership financial materials, including budgets, forecasts, capex analyses, and strategic presentations., • Conduct ad-hoc research and financial analysis Accounting & Compliance • Serve as backup to the Controller for select accounting responsibilities and leadership coverage, • Partner closely with the Controller to ensure consistency between month-end close, financial statements, and FP&A reporting, • Support development and maintenance of short- and long-term cash flow forecasts, • Co-lead preparation of audited annual financial statements and reports for all business entities, • Support compliance with federal, state, and regulatory financial reporting requirements, including LM-2, LM-30, and applicable state business filings, • Liaise with internal departments, trusts, and affiliated entities to ensure proper accounting verification, funds flow management, and compliance with partnership agreements Other Strategic & Operational Responsibilities • Partner with Human Resources to model total compensation structures, workforce planning, and organizational cost scenarios, • Identify, evaluate, and implement finance-related technology and automation tools to improve reporting, controls, and scalability, • Lead insurance, risk management, and policy renewal processes in coordination with external advisors, • Develop, document, and maintain finance operating procedures, internal protocols, and control frameworks, • Provide administrative oversight and leadership to revenue accounting and related finance teams, as applicable, • Lead and execute special projects and cross-functional initiatives in support of evolving organizational priorities Qualifications & Experience • Minimum of 8+ years of progressive experience in financial planning, analysis, accounting, and strategy, preferably within complex or multi-entity environments, • Bachelor’s degree in Finance, Accounting, Economics, or related field required, • MBA and/or CPA strongly preferred, • Demonstrated experience designing and implementing financial models and reporting frameworks from the ground up, • Proven ability to translate complex financial data into clear, actionable insights for executive audiences, • Experience partnering cross-functionally with senior leadership and operating teams, • Strong people leadership skills with experience mentoring, coaching, and developing high-performing teams, • Ability to thrive in a fast-paced, evolving environment with changing priorities Technology & Tools • Proficiency with ERP systems; Intacct required, Martus preferred, • Strong experience with FP&A, planning, and analytics platforms (e.g., Adaptive Insights, Power BI, ERP analytics), • Advanced proficiency in Microsoft Excel and PowerPoint, including executive-level presentation development, • Expert-level Excel skills, including advanced analytics, data modeling, pivot tables, and complex lookups Core Competencies • Enterprise financial planning & analysis, • Executive & board-level financial reporting, • Budgeting, forecasting & long-range planning, • Strategic financial modeling & scenario analysis, • Multi-entity & consolidated reporting, • Process improvement & automation, • Compliance & audit support, • Cross-functional business partnership, • Team leadership & talent development, • Strong analytical and communication skills Location: New York City – In office 3 days per week Salary: $175,000 to $185,000 Reporting to: CFO

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Business Development Representative LOCATION: New York City (hybrid - 3 days in office) SALARY: $100,000 - $120,000 OTE The Role: As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities. What You’ll Do: • Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets, • Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries, • Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions, • Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth, • Maintain accurate and up-to-date records of interactions and lead activities in the CRM system, • Work closely with Sales Executives to schedule meetings and appointments with qualified prospects, • Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition What We’re Looking For: • Bachelor's degree or equivalent practical experience, • Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector, • Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects, • Results-oriented mindset with a track record of meeting or exceeding targets and KPIs, • Self-motivated with excellent time management and organizational skills, • Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools, • Knowledge of alternative investments, asset servicing, or financial services is preferred What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area