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

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

Senior Analyst - Long/Short Equity (Single Manager style) Sector coverage: Business & Information Services New York (5 days pw in office) Our client, a major hedge fund managing tens of billions in AUM, seeks a mid-career L/S Equity Analyst covering Business Services, IT/Information Services, and adjacencies (e.g. FinTech, Exchanges, Payment Providers, and other non-balance-sheet Financials). You will be joining a multibillion fundamental equities division, which invests Single Manager L/S style. This is a rare opportunity to do long duration, high conviction, deep-dive investment with an experienced team of Tier 1 pedigree. About you • Proven specialism in Business Services or Information Services Equities (potentially within a broader TMT/Industrials/Financials/FinTech coverage)., • We will prioritise candidates currently working in L/S Equity, but other buyside profiles will be considered (Long Only, Private Equity), especially where deep fundamental analysis skills are evident., • Sellside Equity Research candidates will be considered if they have covered the space in depth for at least 4 years on a high-performing Tier 1 team and have prepared thoroughly for L/S interview processes., • Strong critical thinking and deep analytical skills are vital, as well as a capacity to independently generate investment ideas. Package • Compensation is primarily loaded on to the annual performance-related component, and will be highly competitive., • Base salary ranging from 180,000 to 260,000 USD dependent on experience., • Market leading health, pension, and lifestyle benefits included., • Relocation costs covered within the United States.

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

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

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

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

Macro Strategy Analyst | New York A leading investment research platform is looking to hire a Macro Strategy Analyst to join its New York-based team. This is an excellent opportunity for a junior macro professional (2–3 years’ experience) to work directly with senior investors and contribute to top-down macro strategy, portfolio positioning, and investment research. What you’ll be doing: • Support top-down macro research and investment idea generation, • Analyse economic data, market developments, and key macro themes, • Help translate macro views into portfolio positioning and actionable investment insights, • Build and maintain models, update research materials, and contribute to written commentary, • Assist with market/data release updates and presentation materials, • Take ownership of research projects and contribute directly to the investment process What we’re looking for: • 2–3 years of experience in macro strategy, economics, portfolio strategy, or investment research, • Background from a macro-focused team (sell-side research, bank macro desk, asset management, or similar), • Strong understanding of global macro markets and top-down investing, • Strong communication and writing skills, • Commercial mindset with the ability to think beyond pure analysis Ideal backgrounds could include junior strategists or economists from macro research teams at banks, asset managers, or investment platforms.

Attention all 2025/2026 Graduates: We are now in the process of recruiting and vetting qualified recent college grads for our annual influx of entry level finance opportunities. CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA Applicants should have recently graduated or will be graduating in 2026 with a Finance, Economics, Business, Accounting or related degree. Positions are long term consulting with the possibility of converting into full time permanent roles. Our clients include Investment Banks and Financial Services firms and located in NYC with openings in NYC, Southern Westchester & Southern CT. Numerous job opportunities located in the NYC & Westchester & Stamford, CT areas including but not limited to: • · Entry Level/Recent College Grad Opportunities, • · Back Office Operations, • · Fixed Income Operations, • · Trade Support, • · Loan Administration, • · Accounting, • · Research, • · Sales Assistant, • · Regulatory, • · Investor Relations, • · Insurance Operations, • · Analyst, • · Credit Derivative Operations, • · Compliance/KYC-AML, • · Business Analyst, • · Project Management Ideal positions for eager, motivated self-starters who are capable of multi-tasking. Jobs require excellent verbal and written communication skills as well as computer proficiency. Salaries vary with positions. Entry level to Senior Level Opportunities For immediate consideration please forward resume to: Jim Byrnes jim@assetstaffing.com

About Cohen & Company Capital Markets: Cohen & Company Capital Markets ("CCM") was established in 2021 with a firm commitment to providing expertise to clients navigating challenging markets and complex transactions. We have emerged as one of the fastest-growing boutique investment banks on Wall Street. Our team was founded on the belief that traditional bulge-bracket banks and elite boutiques lacked coverage for emerging products and industries. As we drive this mission forward, our team members will play a crucial role in our continued success. We advise leading and emerging companies across sectors to address strategic and financial opportunities. We leverage a strong reputation, a broad network and superior execution to serve our clients’ interests first and always. We are looking for an outstanding investment banking analyst to join our growing team in New York City. Our bankers at all levels must be prepared to lead transactions and drive our continued impressive growth as we disrupt the landscape of Investment Banking. Compensation will be commensurate with comparable top elite boutique investment banking franchises. Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise. The CCM team benefits from significant transaction experience and domain expertise. The firm has established a record of accomplishment by executing complex and transformational transactions across Digital Assets, Technology, Cyber, Autotech, LifeSciences, Consumer and other emerging, high-growth verticals. CCM offers a full suite of services including strategic advisory, capital markets advisory, SPAC advisory and merchant banking. CCM has quickly experienced significant success, with over 180 announced and closed transactions since its founding in 2021. More details: https://www.cohencm.com/transactions About Cohen & Company, LLC: Cohen & Company (parent company of CCM) is a financial services business specializing in capital markets, asset management and principal investing. Job Description: CCM is actively recruiting an Analyst to join our investment banking team. The role will be based out of our New York office. The candidate will have the opportunity to work directly with a close-knit team of seasoned professionals and be a key player in the execution of investment banking related transactions across the capital structure including IPOs, Follow-Ons, Private Placements, and SPAC related capital raise transactions. Our Analysts assume significant responsibility and are included in all aspects of a transaction from origination to closing. They work on small deal teams, get immediate and direct exposure to senior bankers and client senior executives, and are responsible for the day-to-day execution tasks of each transaction. The work is fast-paced and requires the ability to work under pressure and manage tight deadlines. CCM offers Analysts the chance to get exposure to high-profile transactions, advance more rapidly and take on more responsibility than at traditional bulge-bracket firms. This is a unique opportunity to help build a rapidly growing investment banking team. Key Responsibilities: Analysis of companies, transaction structures, deal activity, and corporate filings Process management including buyer / investor interaction due diligence request tracking Company valuation, and financial performance analysis Model and / or manage the modeling of complex transaction scenarios Data analysis using mathematical models and statistical techniques General research and presentation of findings Creation of materials for Board meetings, client presentations and due diligence support materials Create industry specific valuation analyses such as public comps and precedent transactions Requirements: Relevant experience in Investment Banking; M&A, private placements and / or equity capital markets Additionally, candidates with specific product experience in equity capital markets, private capital raises, or M&A advisory would be a strong fit for our growing franchise Undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts with preference for strong academic record Strong work ethic, self-motivated and entrepreneurial Excellent problem solving and analytic ability with strong quantitative / technical skills and attention to detail Strong knowledge of Excel, PowerPoint, and other industry resources such FactSet and Pitchbook Exceptional writing and verbal communication skills Maturity, presence, and poise to take on client-facing responsibilities Series 63, 79, and SIE licenses required at time of hiring or shortly thereafter US work authorization Why Cohen & Company Capital Markets: Strong senior bankers from bulge-bracket firms with long track record of successful deals Premium deal flow with significant exposure to high-profile transactions. Majority of work will be executing in leadership roles in meaningful transactions Excellent career path with highly attractive elite boutique compensation and significant upside Access to world-class executives at high-growth companies Close-knit, rapidly growing team **Cohen and Company Capital Markets a division of Cohen & Company Securities, LLC / Member FINRA, SIPC an indirect subsidiary of Cohen & Company, Inc. (NYSE: COHN; “Cohen”)

Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond, private credit and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Vice President or Principal will serve as a Senior Analyst on the Credit Research team and will partner with members of the Investment Committee (“IC”) in utilizing their research expertise and industry knowledge to provide buy, sell, or hold recommendations on loans and bonds. They will perform in-depth quantitative and qualitative analyses for their assigned industry sectors by analyzing macro-economic factors and industry trends to assign internal ratings and investment outlooks. The Vice President or Principal will work to ensure that their recommendations help Octagon generate strong risk-adjusted investment returns. We are looking for an individual who is curious, eager to learn, excited to contribute and take initiative, and will help add value to the team. The Vice President or Principal will take on an integral role in helping to manage and contribute to Octagon’s overall portfolio management responsibilities, strategies, and success. Essential Duties and Responsibilities: • Research, analyze, and evaluate credit investment opportunities for assigned industry sectors, • Prepare and present investment recommendations to Octagon’s Investment Committee, • Analyze industry sectors from a long-term and short-term perspective to improve internal ratings and outlooks, • Collaborate and manage relationships with various counterparties both internally and externally (i.e., management teams, investment banks, private equity sponsors, other lenders, and our investors), • Monitor an existing portfolio of predominantly leveraged loan investments through updating investment tracking models, news releases, earnings calls, sell-side research, company filings, and industry conferences, • Evaluate changes in the economic, legislative, or business environments for assigned industry sectors which are likely to have an impact on investment strategy, • Make relative value trade recommendations on existing investments, • Work with, train, and develop a dedicated junior investment professional, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Help answer questions pertaining to investment activity and follow up with solutions/process improvements, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • 5+ years of relevant and in-depth research experience with below investment grade credit and the loan/CLO markets, • 3+ years of primary industry coverage responsibilities, preferred, • CFA or MBA (or other related graduate-level business degree), preferred, • Comprehensive knowledge of credit and ability to overlay trading and fund management considerations into credit recommendations, • Strong leadership skills and ability to collaborate in team environment, • Keen process focus and demonstrated ability to institute best practices across team, • Demonstrated track record of deep credit work and corresponding recommendations supporting above-benchmark performance, • Highly motivated, proactive team player with a positive attitude, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Proven relationship and managerial skills, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Outstanding reputation of professional integrity and maturity Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Contact: Contact: careers@octagoncredit.com Attention: Lena Resnick, Head of Human Resources Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Investment Operations Analyst We are currently seeking candidates for an Investment Operations Analyst opportunity at a highly successful Investment Management firm located in New York, NY. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience at a top-tier Investment Management firm. This is a contract-to-hire opportunity, paying $19-$20/hour (depending on experience). Responsibilities: • Analyze monthly fixed income portfolio asset reports for client accounts, • Submit daily/monthly asset and cash reconciliations for custodian banks, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly, • Use Bloomberg to research portfolio discrepancies between the firm and the Bank, • Provide additional support as neededQualifications:, • Bachelor's degree in Finance or Economics (required), • GPA above 3.0 (required), • 0-1 years experience (internships included), • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables), • Ability to work well in a team environment and also independently, • Demonstrated interest in investment operations, • Excellent communication (written and verbal) and interpersonal skills, • Detail-oriented, highly organized, and eager to learn For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com.

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on—and we’re hiring analysts who want to drive that transformation. This isn’t a typical modeling-and-memos analyst role. Our analysts work directly with product, engineering, and data science to shape institutional-grade financial software. If you’re an analyst looking for more impact, more ownership, and the chance to help shape real tools for investors—we’d love to talk. Responsibilities • Collaborate with product, engineering, and data science teams to build robust portfolio intelligence tools and analytics components, • Analyze portfolio- and security-level performance, risk, and attribution, • Decompose returns to identify key drivers of alpha, beta, and idiosyncratic outcomes, • Conduct market, macroeconomic, and security-level research to support client workflows and product insights, • Validate, interpret, and clearly communicate financial metrics to both internal stakeholders and clients Requirements • 2–4 years of experience in a front-office financial role (investment banking, hedge fund, asset management, or similar), • Exceptional analytical and Excel skills, with strong proficiency in financial modeling and interpreting large datasets, • Deep understanding of core investment concepts: portfolio theory, risk attribution, yield, drawdown, correlation, and volatility, • Excellent at communicating with institutional clients—including portfolio managers, analysts, CIOs, and risk managers—with the ability to distill complex analysis into clear, actionable insights, • Demonstrated deep interest in financial markets, investment strategies, and institutional workflows, • Self-starter with the ability to work independently in a fast-paced, remote environment, • Familiarity with institutional investment processes, research platforms, and financial data tools Qualifications • Bachelor’s or Master’s degree from a top-ranked university in Finance, Economics, Engineering, or a related field, • Minimum GPA of 3.7 (required), • CFA, FRM, or MBA is a strong plus, • Experience with tools like Bloomberg, FactSet, or data programming languages (Python, R) is a bonus

Our client is a biotech hedge fund with $2bn AUM that has consistently outperformed peer funds and the NBI. The team operates with a lean structure, led by 2 Founders from top tier life sciences funds and supported by 4 additional Investment Professionals. This is a true career track role, with an expectation and encouragement to stay long term and a clear historical precedent of promoting from within. The team is based in NYC with onsite work most of the week and some flexibility. The fund is long only with the ability to invest privately as needed, taking a venture style approach to the public markets with a highly concentrated portfolio. Responsibilities • Conduct qualitative and quantitative fundamental analysis of companies, including assessment of competitive advantage, management team, and industry structure, • Perform in-depth investment research: including both independent and due diligence such as speaking company management teams and industry experts, and analyzing publicly available data such SEC documents, company conference calls, • Conduct detailed fundamental analyses of companies and industries, building financial forecast models, performing valuation analyses, and assessing the risks., • Analyze financial metrics of companies by evaluating historical performance and building models of financial statements, including proprietary forecasts, • Performs valuation analyses on companies, including price targets as well as upside and downside valuation, • Actively monitor existing holdings and investment opportunities within market, • Support Sales and Marketing teams with external communications as assigned, • Keep abreast of industry approaches and best practices and integrates findings into work as appropriate, • Participate in ad hoc research projects as needed, • Related duties and projects as assigned Qualifications • 2+ years’ experience in Biotech Investment, Equity Research, Consulting, Investment Banking, etc.., • Advanced scientific degree (MD, PhD, PharmD) preferred but not required, • Excellent research, financial modeling, analytical, and valuation skills, • Passion for financial analysis, company analysis, and industry research, • Excellent verbal and written communications skills with the ability to communicate complex subject matter, • Demonstrates strong analyst acumen, • Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment, • Demonstrates good working relationships with all departments

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

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Team: The AlphaSense Product Team is a dynamic group driving innovation in AI technology for today’s knowledge workers. As part of this team, you will work on cutting-edge products that empower our customers and shape the future of decision-making. The Expert Research Mission is focused on revolutionizing the way our customers conduct expert calls and consume the end call transcripts. You will empathize with our customers and identify highest priority pain points to investigate and define opportunities with clarity and conviction. You'll be part of our culture that thrives on creativity, customer satisfaction, and ongoing growth. About the Role: We are seeking a visionary and results-oriented Principal Product Manager to join our Expert Research team. This is a critical role focused on reshaping how we identify, attract, and retain the world's leading experts. You will own the core expert acquisition funnel and be responsible for building the largest, highest-quality database of primary information in the industry. With an AI-first mindset, you will partner with design, engineering, and operations teams, leveraging artificial intelligence and machine learning to solve complex data challenges, automate workflows, and dramatically improve the scale and quality of our expert network. This role is fundamental to advancing our shared mission to empower professionals with AI-driven market intelligence. Who You Are: • Strong Customer Orientation: You are obsessed with understanding user needs and pain points, using interviews, surveys, and usability testing to validate hypotheses and inspire innovation. Have direct experience as an Investment Banking Analyst or as one of our core buyside customers (Hedge Fund, Venture Capital, Private Equity, or Asset Management)., • Analytical & Data-Driven: You have an analytical mindset and can balance business goals with technical capabilities. You are comfortable with data analysis and can leverage tools like SQL to make informed decisions., • Clear Communicator: You can effectively communicate a product roadmap and priorities to cross-functional partners, gaining alignment and buy-in to drive high-impact projects., • Adaptable & Resilient: You can adjust and iterate quickly, proactively addressing challenges and mitigating risks to ensure project success in a fast-paced environment., • AI-First Mindset: You think in terms of systems, models, and data. You have hands-on experience leveraging AI, machine learning, and LLMs to solve complex data and workflow problems. You are passionate about staying on top of emerging AI tools and trends. What You’ll Do: • Champion the customer perspective: Shape and execute AI product strategies that directly address user needs and business goals., • Collaborate across teams: Work side-by-side with engineering, design, and product marketing to build, launch, and optimize innovative AI-first solutions tailored to our customers., • Identify opportunities: Analyze market trends, emerging AI models, and competitor moves to identify where we can leap ahead., • Execute and deliver: Lead the end-to-end product development lifecycle, from ideation and experimentation through to launch, post-launch analysis, and iteration., • Engage with customers: Gather feedback, run user sessions, and translate insights into actionable product enhancements. For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below. You may also be offered a performance-based bonus, equity, and a generous benefits program. Base Compensation Range $190,000 - $250,000 USD AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: • AlphaSense never asks candidates to pay for job applications, equipment, or training., • All official communications will come from an @_ email address., • If you’re unsure about a job posting or recruiter, verify it on our _. If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

About Cerberus Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at _. Job Purpose: Cerberus established our Residential Opportunities investment platform in 2008 to capitalize on opportunities to acquire distressed residential mortgage-backed securities following the Global Financial Crisis. Over the past decade, our Residential Opportunities platform has continued to build upon its expertise in residential debt and evolved to earn recognition as an innovator and market leader in securitizing performing residential real estate loans and investing in single-family rental real estate (SFRs). Our Residential Opportunities strategies seek to maximize absolute return through a combination of capital appreciation and current income, investing primarily in mortgages, loans, and real assets, and leveraging our proprietary asset management platforms to enhance performance and drive value. As an Analyst at Cerberus Operations and Advisory, you will help the team expand its analytic and modeling capabilities across all aspects of Cerberus’ Residential Real Estate strategy, from analyzing hard asset and capital markets transactions to supporting operational excellence. Using the team’s tailored data, you will be expected to create reports, model asset performance, and support research projects. You will partner with portfolio managers, data scientists, and leaders in our proprietary property management platform to build and execute investment and operational strategies that create value for clients. This role operates within a “start-up” environment within the Residential Opportunities platform, requiring comfort operating in a fast-moving, high-ambiguity environment where priorities shift and many problems will not have a predefined path to solution. Responsibilities: • Data Analysis Expertise: Analyze structured and unstructured data related to residential real estate, property management, and credit underwriting operations to uncover and display insights that inform investment decisions., • UI and Presentation Design: Create and support data visualizations via PowerPoint, Python, Tableau, PowerBI., • Strategic Problem Translation: Translate business scenarios and investment ideas into succinct data problems by identifying and analyzing key drivers. Seamlessly align business objectives with appropriate cost functions, demonstrating an acute understanding of available data nuances., • End-to-End Project Ownership: Manage the end-to-end delivery of success criteria, data, algorithms, statistical models, and reporting tools. You will be expected to engage from project inception and work with relevant parties to collect, analyze, and output analysis / models for broad consumption. Work collaboratively within cross-functional teams to ensure timely and high-quality deliverables. Your adeptness will ensure efficient problem-solving and the realization of desired outcomes., • Financial Acumen Development: Demonstrate a proactive approach to expanding knowledge in investing and real estate fundamentals, leveraging analytical skills to explore market trends and financial concepts., • IT Stack Optimization: Comfortable setting up and troubleshooting data connections (e.g., Snowflake, APIs, MCPs) and partnering with IT teams to onboard new tools and systems., • Team Synergy: Collaborate seamlessly with fellow team members, lending your skills to group projects and promoting a cohesive and productive team dynamic., • Flexibility and Initiative: Thrive in a high-ambiguity environment where many assignments will be loosely defined, requiring you to independently frame the problem, identify the right approach, and drive to a conclusion without waiting to be directed. Intellectual curiosity and the habit of proactively seeking out answers on your own are essential to success in this role. Interest in AI and exploration of new analytical tools is a strong plus. Qualifications: • 1-3 years of work experience with a degree in Engineering, Computer Science, Information Systems, Data Science, Mathematics, or a related quantitative field; candidates with a business, finance, or economics background and strong demonstrated technical skills are also encouraged to apply, • Experience with Python, SQL, Git, • Experience with Azure, Snowflake, PowerBI, Fabric a plus. Otherwise, can learn in the role, • Demonstrated ability to manipulate and summarize large datasets, • Highly motivated with excellent attention to detail and organizational skills, • Strong communication skills with the ability to present findings clearly to both technical and non-technical audiences, including senior leadership; comfortable translating ambiguous asks into structured analysis and working within a collaborative team environment The base salary for this position is expected to be between $115,000.00 and $140,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus [which is often a meaningful portion of the compensation package], and a robust benefits package.

ACQUISITIONS & ASSET MANAGEMENT ANALYST Located in Manhattan, Pine Management, Inc. is currently seeking an Acquisitions & Asset Management Analyst to join our team. Pine Management, Inc. is comprised of a seasoned group of real estate professionals with over 80 years of experience as owners and operators of multi-family property. At this time, Pine Management, Inc.’s portfolio consists of 36 properties located throughout New York City. This position is responsible for the preparation of accurate and detailed economic analysis in support of a broad range of real estate investment activities including acquisitions/dispositions, leasing, construction, operations, equity/debt financing, and financial reporting/analysis. The role will involve frequent collaboration with senior leadership. Responsibilities may include, but are not limited to: Acquisitions • Analyze offering memorandums and perform site inspections for properties that match our investment criteria., • Underwrite potential acquisitions using Microsoft Excel to create detailed models including promote structures and return waterfalls., • Coordinate and complete the due diligence process (legal, financial, physical, etc.)., • Prepare investment packages and other documentation detailing the business plan., • To support underwriting analysis, gather and evaluate economic, demographic, and other market data; maintain such in a database., • Negotiate purchase and sale agreements, loan documents, and other related agreements in conjunction with counsel. Asset Management • Create and execute the implementation of asset level strategies and operational initiatives aimed at maximizing value for real estate assets., • Support asset management with oversight of existing investments; including leasing, construction, operations, equity/debt financing, and financial reporting/analysis., • Prepare and manage annual budgets and key performance indicators (KPIs)., • Prepare reports on asset performance, budget variances, and changes to market/property conditions and industry trends., • Manage the timely and accurate production of financial statements on both a property and portfolio level., • Monitor actual performance against projections and propose solutions to align with business objectives. The right candidate should possess the following: • Bachelor’s degree in real estate, finance, economics, or any related field, with a GPA of 3.5 or higher. A master’s degree in business, finance, or real estate is preferred., • 3+ years of relevant real estate experience (ideally in New York City multifamily) with a specific focus on acquisitions and asset management., • Strong knowledge of real estate principles, finance, law, and accounting., • Strong financial modeling capabilities using Microsoft Excel., • Ability to draw conclusions from research/data analysis and communicate them effectively., • Ability to understand investment risks and how to mitigate such., • Highly motivated, detail-oriented professional, who can operate in a fast-paced office., • Must be a quick-learner with strong written, verbal, and analytical skills., • Highly analytical and organized, with extreme attention to detail. NYC Pay Transparency Law: minimum = $100,000 / maximum = $140,000 We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability, or any other category protected by applicable law.

Contracts Analyst The Role: HarbourView Equity Partners is seeking a Music Rights & Copyright Analyst to support our Legal and Business Affairs team in the acquisition, management, and monetization of intellectual property assets. This role will focus on copyright administration, music publishing rights, royalty revenue streams, and transactional documentation associated with HarbourView’s growing portfolio of music and entertainment assets. The position provides direct exposure to asset acquisitions, catalog purchases, licensing arrangements, and royalty collections across the global music ecosystem. The Paralegal will work closely with HarbourView’s legal, finance, and investment professionals to ensure the firm’s intellectual property assets are properly documented, administered, and monetized. What You Will Do: • Support the preparation and review of asset purchase agreements, licensing agreements, publishing agreements, administration agreements, and other commercial contracts related to music and entertainment assets., • Assist with transaction execution, including preparation of signature packets, closing binders, document checklists, and maintaining organized digital records for completed transactions., • Maintain and track copyright ownership records, including assisting with copyright registrations, assignments, transfers, and filings with relevant copyright offices., • Help manage and maintain HarbourView’s intellectual property documentation and catalog ownership records., • Support royalty administration by reviewing royalty statements, tracking payment obligations, and coordinating with publishers, administrators, collection societies, and distributors., • Assist in monitoring and collecting royalty income and other revenue streams associated with HarbourView’s music rights portfolio., • Coordinate with finance teams to reconcile royalty statements and ensure correct payment allocations., • Maintain centralized contract and rights management databases, ensuring key contractual obligations and deadlines are tracked., • Conduct legal and industry research related to copyright law, licensing structures, and intellectual property rights., • Assist with outside counsel coordination and special legal projects as needed. Qualifications: • 3–7 years of experience as a paralegal supporting entertainment law, intellectual property law, music publishing, or corporate transactions., • Experience reviewing and organizing commercial contracts, asset purchase agreements, licensing agreements, and royalty-related documentation., • Familiarity with copyright law, intellectual property rights, or music publishing administration strongly preferred., • Understanding of royalty accounting, licensing arrangements, publishing agreements, or music rights revenue structures is highly desirable., • Strong organizational skills with the ability to manage large volumes of legal documentation across multiple transactions., • Proficiency with Microsoft Office, including Excel and Word, and familiarity with document management systems., • Bachelor’s degree and/or Paralegal Certificate from an accredited program. Additionally: • Strong attention to detail and document accuracy., • Ability to work cross-functionally with legal, finance, and investment teams., • Comfort operating in a fast-paced and entrepreneurial environment., • Strong written and verbal communication skills., • Ability to manage multiple priorities simultaneously., • Willingness to work on-site in Newark, NJ three days per week (Tuesday through Thursday). About HarbourView Equity Partners Headquartered in Newark, NJ, HarbourView Equity Partners is a multi-strategy, global investment firm focused on esoteric investment opportunities in the entertainment and media space. We focus on equity and equity related investment opportunities that are supported by several factors including long duration revenue streams, resilience to broad economic downturns, and iconic intellectual property that withstands the test of time. HarbourView is a long-term investor in content with an industrial platform built to protect, optimize and enhance the legacy of premium IP. At HarbourView, we believe creators deserve a seat at the table, creatively and economically, to own their narrative and maximize value for all. Our Values Integrity. We require equity, authenticity, and radical transparency from our people which creates a virtuous circle of trust and enables our best ideas to prevail. Intellectual Curiosity. We challenge ourselves to defy conventional wisdom, emboldened by the curiosity of an unvarnished eye, allowing us to see opportunities that others do not yet see. We are bold enough to lead and have a track record of being first. Impact. Our people show up authentically, as they are, from various professional and personal journeys to drive differentiated outcomes for ourselves, our community and our investors. We come together to with a purpose to drive impact with every dollar invested.

Associate, Investments – 11North Partners New York, NY – Full Time About 11North Partners: 11North Partners is a performance-driven investment firm focused on real estate, private credit, and alternative asset strategies, focused on Retail Real Estate. We combine disciplined underwriting, data-driven portfolio management, and active operational oversight to deliver strong risk-adjusted returns for our investors. Our team values analytical rigor, accountability, and an entrepreneurial mindset, with investment decisions grounded in fundamental analysis, financial modeling, and ongoing portfolio monitoring. Overview: 11North Partners is seeking a highly motivated Investment Analyst to join our dynamic and entrepreneurial Investment team. This individual will play a critical role in supporting the sourcing, underwriting, and execution of real estate investment opportunities across multiple asset classes. The ideal candidate thrives in a fast-paced, performance-driven environment and demonstrates exceptional analytical rigor, intellectual curiosity, and a passion for investing. Key Responsibilities • Lead the financial underwriting and evaluation of acquisition and development opportunities, including construction and maintenance of detailed Argus Enterprise and Excel-based models incorporating DCF, IRR/equity multiple analysis, waterfall structures, debt sizing, and scenario-based sensitivity analyses., • Evaluate investment opportunities through comprehensive cash flow analysis, market research, and risk assessment to support investment committee decision-making., • Develop independent perspectives on market rents, tenant demand, absorption, operating assumptions, and valuation trends through direct engagement with brokers, owners, lenders, tenants, and other market participants., • Lead transaction due diligence efforts, including review of leases, operating statements, property-level financials, third-party reports, legal documentation, and tenant credit., • Coordinate transaction execution processes across legal, financing, accounting, operational, and third-party diligence teams to support efficient closings., • Prepare investment memoranda, underwriting summaries, and committee presentations that clearly articulate investment thesis, business plan execution strategy, key risks, and projected returns., • Assess capital structures and financing alternatives, including senior debt, mezzanine financing, preferred equity, and joint venture structures., • Track market dynamics, retail sector trends, comparable transaction activity, and capital markets conditions to sharpen investment judgment and sourcing initiatives., • Support acquisition sourcing efforts by maintaining active relationships with brokers, owners, lenders, and other industry participants., • Analyze property operating performance, including revenue trends, expense assumptions, capital expenditure requirements, lease rollover exposure, and tenant credit quality., • Assist in asset-level financing, refinancing, recapitalization, and disposition activities as needed., • Participate actively in investment committee discussions and collaborate closely with senior leadership on portfolio strategy and execution initiatives., • Position will offer increasing leadership responsibility over underwriting processes and junior team workflows as the investment platform grows. Qualifications • Bachelor’s degree in Finance, Real Estate, Economics, or related field required. Strong academic credentials are expected., • 3+ years of experience in real estate private equity, acquisitions, investment banking, commercial brokerage, or a related institutional investment environment with direct exposure to commercial real estate transactions., • Advanced financial modeling and underwriting skills required, including experience building complex, auditable acquisition and development models from scratch., • Proficiency in Argus Enterprise and Microsoft Excel required., • Strong understanding of commercial real estate valuation methodologies, capital structures, joint venture economics, and debt markets., • Direct experience underwriting retail, mixed-use, or commercial real estate investments strongly preferred., • Demonstrated ability to manage multiple live transactions and workstreams in a fast-paced, deadline-driven environment., • Strong commercial judgment, intellectual curiosity, attention to detail, and ownership mentality., • Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear and compelling investment recommendations., • High level of professionalism, integrity, and execution capability expected. Compensation • Base salary range of $150,000 to $175,000, commensurate with experience., • Total compensation includes a discretionary performance-based bonus., • Comprehensive benefits package including medical, dental, vision, and 401(k). Culture & Environment: At 11North Partners, we foster a collaborative, high-performance culture where every team member’s voice is valued. You’ll be working alongside a group of smart, driven, and supportive professionals who are passionate about investment strategy and long-term success. This is a high-intensity, high-reward opportunity for candidates who want to be surrounded by top talent and gain exposure to institutional-quality deals. We operate with a sense of urgency, intellectual rigor, and entrepreneurial energy — and expect the same from every team member. Benefits: • Competitive compensation package, • Annual target bonus, • Medical insurance, • Dental insurance, • Vision insurance, • 401(k) plan Employment Status Applicants must be legally authorized to work in the United States. At this time, 11North Partners is not able to sponsor visas or provide immigration support for this position. 11North Partners is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristics.

RETS Associates on behalf of our client is seeking a Senior Analyst to support multifamily investments in either New York or Nashville. This role will focus on underwriting, financial analysis, and asset management across a growing portfolio, working closely with investment, development, and property management teams. The Senior Analyst will be responsible for building financial models, analyzing asset performance, and supporting underwriting efforts including market research, proforma analysis, and return projections. This individual will also assist with budgeting, reporting, and ongoing portfolio management, while collaborating cross-functionally to support development progress, cash management, and lender requirements. Experience • 3–5 years of relevant experience in real estate, finance, or related field, • Strong background in financial modeling, reporting, and development budgets, • Bachelor’s degree in Finance, Real Estate, Accounting, or related field required, • Experience with multifamily assets preferred, • Strong communication and interpersonal skills, • High attention to detail and analytical ability, • Ability to manage multiple priorities in a fast-paced environment

We are seeking a Senior Investment Analyst with deep public markets experience to help train and evaluate AI systems designed for institutional-grade investment research. Key Responsibilities** - Develop detailed investment theses across equities or asset classes - Perform advanced financial modelin

Position Title: Assistant Business Transformation Analyst-Information Systems Location: Hybrid Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $65,000.00 - $70,000.00 Salary Description: Apply Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future thats safer and more secure drives everything we do. Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, youre not just joining a company youre joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterlings Poughkeepsie Office Join our team as an Assistant Business Transformation Analyst and help drive innovation across the organization. In this role, youll support process improvement, technology modernization, AI and automation initiatives, and digital transformation projects that enhance operational efficiency and employee experience. This is a great opportunity for someone who enjoys problem-solving, emerging technology, cross-functional collaboration, and finding smarter ways to work. • Support digital transformation initiatives that improve workflows, enhance efficiency, and modernize operations across the organization, • Collaborate with teams across the company to identify process challenges and recommend technology-driven solutions, • Assist with system integrations, application enhancements, testing, and rollout coordination across key business platforms, • Help evaluate and implement AI, automation, analytics, and emerging technologies to streamline day-to-day operations, • Research industry trends, Insurtech innovations, and best practices to support continuous improvement initiatives, • Partner with leadership and internal teams to support training, communication, and adoption of new systems and processes, • Track operational impact, user adoption, and process improvements to help drive smarter business decisions, • Bachelors degree in Business, Information Systems, Data Analytics, or a related field; equivalent experience considered, • 1+ years of experience in business operations, analytics, process improvement, or digital transformation, • Experience working within an insurance agency, brokerage, or insurance-related environment., • Experience with business systems such as AMS360, Salesforce, Applied Epic, ImageRight, Power BI, Tableau, SQL, or similar platforms, • Strong analytical, organizational, and communication skills with the ability to work across teams, • Interest in AI, automation, analytics, and emerging technologies, including tools such as ChatGPT, Microsoft Copilot, and related platforms, • Ability to manage multiple priorities in a fast-paced, collaborative environment Total Rewards Package: Compensation: $65,000 - $70,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success., • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : _ #PGM26 Compensation details: 65000-70000 PI5df2a05b72b2-26289-40494855

Polychain is seeking a Cryptocurrency Research Analyst in the United States to identify and evaluate early stage investment opportunities. The ideal candidate will possess a strong understanding of blockchain technologies, smart contracts, and cryptography, with a degree in a technical field preferr

A private capital ecosystem provider is seeking Investment Research Analysts to engage in high-quality research and analysis for private equity and venture investments. As certified independent contractors, analysts can earn immediately by participating in live transactions, contingent upon certific

The Vice President or Principal will serve as a Senior Analyst on the Credit Research team and will partner with members of the Investment Committee (“IC”) in utilizing their research expertise and industry knowledge to provide buy, sell, or hold recommendations on loans and bonds. The Vice Pres

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Hedge Fund Expert Type: Contract Compensation: $200/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week Role Responsibilities • Evaluate hedge fund strategies related to long/short equity to enhance AI model training., • Develop and review financial models to improve AI-generated financial content., • Conduct market sizing and TAM analysis to inform AI research teams., • Analyze investment research, summaries, and memos for AI model evaluation., • Predict and analyze earnings to refine AI model outputs., • Work independently and asynchronously to meet deadlines and improve AI model performance. Qualifications Must-Have • 2+ years of experience in top hedge funds., • Experience in financial modeling, market sizing/TAM analysis, or investment research. Start Date • October Compensation & Legal • Hourly contractor, • Paid weekly Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Equity Research Senior Associate. Top investment bank is seeking an Equity Research Senior Associate with deep scientific background to support Biotechnology Analyst and Senior Pharma & Biotech analyst (#1 ranked SMID Biotech/3x ranked team). Conducting proprietary research evaluating drug pipelines

Analysts act as the primary support to Bridgewater's Strategists, a small group of senior investors appointed by Bridgewater's co-CIOs to partner directly with our clients on their most important Research priorities. Apply analytical skills, market knowledge, and an understanding of Bridgewater's in

Equity Research Analyst - Consumer Sector. Together, we create a stimulating environment for talented and passionate experts in research, technology, and business to explore new ideas and challenge existing assumptions. Passion for investment research.

The role focuses on managing the portfolio and is great for an experienced credit research analyst with a strong skillset in credit analysis / investment skills who enjoys working in a fast-paced, market-oriented environment.

Global Equity Research Analyst. A buy-side research analyst with a proven track record of strong investment performance within their specialty, covering companies globally. Our analysts are the primary source for idea generation.

As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team. The Portfolio Analytics group is responsible for developing proprietary mo

Global Equity Research Analyst - Long Only Fund $$$ International long-only fund seeks Global Equity Research Analyst (Associate level) to cover general sectors. Years of experience in Equity investment research, financial modeling and analysis. Skill set: Equity investment research, financial model

Job DescriptionThe Opportunity Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.The TeamThe Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.The Impact· Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units· Understand and communicate the portfolio's asset allocation· Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls· Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements· Maintain high standards of data integrity and transparency across all internal and external reportsThe Minimum Qualifications· Bachelor's degree· Minimum of 3 years of experience reporting financial data· Proficiency in MS Office Suite (Excel, PowerPoint, and Word)· Experience using business intelligence software such as MicroStrategy and/or AlteryxThe Ideal Qualifications· Bachelor's degree in finance, mathematics, economics, accounting or related field· Basic understanding of various types of investment instruments and statutory accounting· Ability to manage multiple, often competing, fixed deadlines· Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely · Proclivity for continuous improvement· Excellent analytical skills and relentless attention to detail· Strong work ethic and ability to research, identify, and troubleshoot problems independently· Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituenciesNew York Pay Range$73—$87 USD

We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY. Equity Research or Investment Banking experience;. Work in partnership with the senior analyst to conduct extensive company and industry research.

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Ideal experience as a research analyst, portfolio manager, banker, structurer, or trader. Our history spans over 200 years and today we are a leader in investment banking, consumer and sma

Maintain Research Integrity: Ensure all research activities adhere to the highest standards of independence, rigor, and ethical conduct, minimizing reliance on Wall Street research and external expert networks. JPMorganChase is seeking an Investment Research Analyst within the Security & Resiliency

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Vice President level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, Aviation, and Real Estate. Your Role Overview: The Assistant Vice President will join the Aviation Finance Team which arranges financing transactions for airlines and lessors based in the Americas. The Assistant Vice President will assist with all aspects of building and managing the aviation investment portfolio, with a particular focus on underwriting new investments and performing due diligence. In addition, the Assistant Vice President will be responsible for monitoring, analyzing, and reporting on existing investments. Prior aviation experience is preferred, ideally covering airlines or lessors from a credit perspective. Your Duties and Responsibilities • Reviews potential assets in aviation and prepares credit applications and makes investment recommendations., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May conduct business development activities., • May conduct or support deal structuring activities., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree in Finance or Economics or equivalent with 5+ years related experience., • Good knowledge of finance and basic accounting., • Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies., • Basic knowledge of corporate finance transaction., • Basic knowledge of loan markets., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance., • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Job Summary Sell-Side Investment Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Sell-Side Investment Analyst – Initio Capital Location: New York, NY Employment Type: Full-Time Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Sell-Side Investment Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career sell-side investment research and capital markets roles. Actual openings vary depending on employer needs, sector focus, and research coverage. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Venture Capital Expert Type: Contract Compensation: $100/hour Location: Remote Duration: Minimum four weeks Commitment: 10+ hours/week Role Responsibilities • Evaluate and create board materials for venture capital projects., • Conduct market sizing/TAM analysis to inform investment decisions., • Develop investment/analysis summaries and memos for strategic insights., • Source and identify potential deal opportunities in the venture capital space., • Work independently and asynchronously to meet project deadlines., • Contribute to projects with potential for future engagement with Mercor. Qualifications Must-Have • At least 2 years of experience in venture capital at top firms., • Experience in board materials creation., • Proficiency in market sizing/TAM analysis., • Skills in investment/analysis summaries and memos., • Experience in sourcing for deals. Compensation & Legal • Hourly contractor, • Paid weekly Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description Our client—an established financial firm overseeing more than $30B in investment assets—is seeking a talented Business Systems Analyst to play a key role in their transition to Advent Geneva. This is an exciting opportunity to join a collaborative, growing team and help shape the technology that powers a leading investment organization. About the Role As a Business Systems Analyst, you will be the bridge between business needs and technical capabilities, ensuring teams across the front, middle, and back office can fully leverage Advent Geneva. You’ll work closely with stakeholders, analyze data, and support critical functions across Fund Accounting, Investor Relations, Operations, and Risk. What You’ll Do Partner with internal teams and external vendors to understand, analyze, and document software features, platform capabilities, and workflows Perform detailed data analysis across Fund Accounting, Investor Relations, Operations, and Risk Develop user stories, define acceptance criteria, and review test cases in an Agile environment Provide hands-on user support to Fund Accounting, Investor Relations, Portfolio & Credit Administration, and Risk teams Support data governance and data modeling across multiple systems Use SQL, Python, APIs, and related tools to support reporting and data integration Work with the analytics team to source and structure data for business consumption Collaborate with external consultants on system implementation activities What You Bring 6+ years of Business Systems Analyst experience Extensive, hands-on experience with Advent Geneva (required) Strong understanding of financial markets, investment products, and buy-side workflows (equity research, trading, portfolio management, etc.) Experience with Agile/Scrum methodologies Background working with loan IBOR, portfolio management, and performance systems Technical proficiency with Azure DevOps, JIRA, Confluence, Visio/Figma, SQL, BI tools, CRM platforms, and REST APIs

Job DescriptionCareer Renew is recruiting for one of its clients a Forward Deployed Research Analyst - this is a hybrid role in NYC. Salary range: 200-250K USD base plus benefits plus equity.We are building the AI platform for hedge funds and asset managers. We deploy software and custom workflows that make funds AI-native — connecting their data, encoding their expertise into agents and skills, and automating their highest-value workflows. The firms that are winning with AI aren't using better models. They have a more thoughtful ecosystem around them, and that's what we build. Unlike most AI startups, we're cash-flow positive and client-funded — our growth comes from the trust of our clients, the value we deliver, and the exceptional caliber of our team. Our team combines engineers from top institutions across finance (Citadel, Goldman Sachs, Millennium, D.E. Shaw, Two Sigma, and Bridgewater) and technology (leading data and AI startups) with forward-deployed specialists who embed directly with clients to automate real workflows. We sit at the intersection of deep finance domain knowledge and cutting-edge AI engineering — closing the gap between what AI can do and what funds are getting out of it. Role Overview We're building a small, elite team of Applied AI Analysts – seasoned finance practitioners from fundamental research, data science, and portfolio and risk management—who will work with our clients to understand their workflows and help them fundamentally transform them with our platform. This is a finance role at the frontier of AI adoption. When a client engages us, they get an AI platform deployed in their cloud – their data, their environment, their governance. Your job is to sit alongside their investment professionals, understand how they work, and build AI workflows within that platform to transform how they operate. You'll also serve as one of the sharpest feedback signals we have – surfacing what's working, what's missing, and what should be built next, and partnering with product and engineering to shape the platform accordingly. Key Responsibilities Embed with clients and drive AI-led workflow transformation. Work on-site with PMs and research analysts to understand how they work today, identify high leverage opportunities for automation and augmentation, and build production grade AI workflows that transform their processes. Translate client workflows into skills, agents, and connectors. Partner with our engineering team to convert what you learn on the ground into new data connectors, skills, and agents. You're the bridge between "how investment teams think" and "how the platform is built", and your domain fluency is what makes that translation meaningful and precise. Contribute to the product feedback loop. Be a daily power user of our platform and bring structured, actionable feedback to our product team for new features. You'll be one of the sharpest signals we have on what's working, what's missing, and what to build next. Build our knowledge base for your domain. Contribute to our skill and agent library of best-in-class research, risk, operations, data science, and technology best practices. These skills are designed to work collectively as a single knowledge base for AI to connect technology, data, research, risk, and trading into a single platform. You are responsible for building the playbooks that we can deploy and continuously improve across every client relationship. Requirements: 3 - 7 years of experience in a core equity research function at a top tier hedge fund, asset manager, sell side research, RMS vendor platform, or institutional investment fund (Mandatory)Demonstrated track record in a core equity research function such as fundamental research, quantitative research, or data science at a top tier financial institution (Mandatory)Multiple hands-on projects building with AI (e.g., GitHub repository of skills built for research, various side projects, and other demonstrated practical AI interests) (Mandatory)Experience across multiple investment disciplines (e.g., both research and risk, or research and quantitative methods) or client-facing / forward-deployed experience (Nice-to-have)Avid user of AI tools (genuine integration into workflows vs experimentation) and have strong views on what works, what breaks, and where the leverage is (Mandatory)Hands-on experience leveraging financial data vendors (e.g., Bloomberg, Visible Alpha, FactSet, PitchBook, CapIQ, or similar) (Mandatory)Technical proficiency with data APIs or MCP connectors, SQL/Python for data processing, core libraries, and/or agentic AI frameworks (Nice-to-have)Ability to build trust quickly, ask the right questions, and navigate unstructured conversations with senior investors and C-suite execs at top hedge funds (Mandatory)Why you should join us Career Reinvention Without Starting Over – This role is for research analysts who love the intellectual rigour of fundamental equity research but have grown frustrated with the grind: the long hours, the tedious manual processes, and the limited upward trajectory beyond portfolio management. We let you leverage everything you have built across your research career while shedding the parts that make the job unsustainable. You are not pivoting away from finance – you are redefining what finance work looks like in the AI era. Skip the AI Adoption Lag – Most hedge funds are still years away from meaningfully integrating AI into their core investment workflows. If you believe AI will transform how research gets done and are tired of waiting for your firm to catch up, we put you at the frontier of that transformation today. You will not be experimenting on the side or lobbying for internal adoption – building and deploying AI-powered research workflows is the job. Genuine Ownership and Direct Access to Decision-Makers – With a lean team and no layers of bureaucracy, individuals at all levels are trusted to drive decisions and outcomes – with scope meaningfully broader than at larger or more structured organisations. That same flatness extends to the client side: you are working on-site directly alongside heads of research and C-suite executives at some of the most sophisticated hedge funds in the world. That level of visibility is extremely difficult to access from a traditional analyst seat, and it compounds over time. Ground-Floor Team With Real Momentum – We are building this forward-deployed analyst function from scratch and looking to scale from one or two people to five as quickly as possible. Joining now means you are not slotting into an established team with rigid processes – you are helping define the playbook for how AI adoption gets delivered to institutional investors. Bootstrapped, Post-PMF, and Built to Last – We've reached $10M+ ARR with a lean team and no external funding – a strong signal of genuine product-market fit built on real revenue, not VC runway. There are no externally imposed milestones or investor pressure dictating the roadmap. For candidates who want to join at the most exciting inflection point – where the product has proven itself but the scaling is still ahead – this is a rare opportunity to have outsized impact and grow alongside the business as it enters its next phase. R&D Culture Within a Commercial Business – The company operates like a hybrid between a SaaS startup and an R&D team – constantly evaluating new developments in AI and accommodating the roadmap accordingly. Engineers are not just building towards a fixed vision; they are actively contributing to how that vision evolves. The culture values curiosity, craft, and elegant solutions to genuinely hard problems. Calibre of the Team – The engineering team brings experience from some of the most demanding institutions in finance and technology – Citadel, Goldman Sachs, Millennium, and D.E. Shaw. For candidates who care about the quality of the people they work alongside and who they can learn from, this is a meaningful signal.

Job Description A leading elite boutique investment bank is seeking an exceptional technology M&A professional to join our high-performing team. This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. Position Overview Level: Analyst 2/3 Focus: Technology M&A Location: New York City Start Date: Flexible for qualified candidates Responsibilities • Support execution of technology M&A transactions across software, data & analytics, and tech-enabled services, • Build and maintain financial models, conduct valuation analyses, and assist with due diligence, • Prepare marketing materials, management presentations, and Board-level presentations, • Conduct industry and company research to support transaction execution and client advisory, • Coordinate with legal, accounting, and other transaction advisors Required Qualifications • 1-3 years of M&A investment banking experience with exposure to technology sectors, • Strong technical proficiency in financial modeling and valuation, • Exceptional analytical capabilities and attention to detail, • Outstanding written and verbal communication skills, • Ability to start immediately or shortly after bonus season What We Offer • High-Impact Deal Flow: Work on marquee technology transactions with significant market visibility, • Senior Exposure: Direct mentorship from and collaboration with senior bankers, • Career Acceleration: Clear and merit-based path to Associate promotion, • Compensation: Top-tier base salary and bonus, • Culture: Performance-driven environment that values excellence, collaboration, and professional development Location & Work Environment • Office: New York City, • Work Model: On-site/In-office Visa & Immigration • Candidates must be authorized to work in the United States without sponsorship now or in the future

Job Description About Us: Founded 20 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 600 people operating throughout North America, Europe and Asia. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Overview: We are seeking to hire an Equity Research Analyst who will immerse themselves in the information landscape, staying abreast of real-time news developments to help our trading strategies. This role is pivotal for providing timely insights and analysis that feed into the critical decision-making processes within our dynamic trading environment. Job Responsibilities: • Willing to work overnight (roughly 2pm to 11pm ET), • Collaborate closely with traders and other analysts to communicate significant market events instantly., • Analyze broad macro trends, closely monitor geopolitical developments, and perform deep dives into company financials., • Construct and uphold detailed company and market databases., • Help develop and maintain earnings and valuation models. Requirements: • Degree in Accounting, Finance, Economics, Mathematics/Statistics, or a related field. 1-3 years of experience., • Independent initiator with a robust skill set in analytical problem-solving., • Strong technical proficiency in Excel and experience with Bloomberg or Reuters., • A strong interest in following the news, market movements, and an understanding of their impact on trading., • A strong work ethic with the capability to assimilate quickly in a demanding, high-pressure environment., • Knowledge of SQL, Python, or other programming languages is useful., • Prior experience in buy-side or sell-side research is beneficial. Benefits: • Discretionary bonus eligibility, • Medical, dental, and vision insurance, • HSA, FSA, and Dependent Care Options, • Employer Paid Group Term Life and AD&D insurance, • Voluntary LTD, Life & AD&D insurance, • Flexible Vacation policy, • Retirement plan with employer match DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees. The range below reflects the expected base salary for this position. It represents a good-faith estimate of the base pay we anticipate offering, with actual compensation determined by your experience, education, skills, and performance throughout the interview process. This role is also eligible for a discretionary bonus (at DV Trading's discretion) and DV Trading's benefits package, including the benefits listed above. Base Salary Range$130,000—$170,000 USD

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Senior Investment Analyst (Buy-Side) Type: Contract Compensation: $125/hour Location: Remote Role Responsibilities • Develop detailed investment theses across equities or asset classes., • Perform advanced financial modeling and valuation analysis., • Critically assess AI-generated research outputs and recommendations., • Identify gaps in reasoning, assumptions, and risk evaluation., • Contribute to building high-quality training datasets for financial AI models., • Mentor junior contributors and provide domain expertise. Qualifications Must-Have • 4–8 years of experience in equity research, hedge funds, or asset management., • Strong track record of fundamental analysis and idea generation., • Advanced financial modeling and valuation expertise., • Ability to clearly articulate complex investment views., • Experience covering specific sectors is a plus. Preferred • CFA charter-holder or MBA., • Experience with alternative data or systematic strategies., • Prior exposure to AI/ML in finance. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description About the firm Secure Properties is a boutique real estate investment firm focused on bespoke, long-term capital solutions. Anchored in the stability of mission-critical, triple-net real estate, we pair institutional discipline with a partnership-driven approach, providing investors and operators with thoughtfully structured opportunities that support growth, flexibility, and enduring value. About the role Secure is looking to hire an Analyst. The role will be responsible for supporting Asset Management and Acquisitions professionals on all stages of the deal life cycle including (but not limited to) financial analysis and reporting, data management, legal document review, managing deal pipeline, evaluation of potential transactions, performing due diligence, competitive analysis, and asset management of existing investments. Responsibilities: · Due diligence on prospective real estate investments as well as monitoring current investments · Review source documents, including financial operating statements, insurance certificates, leases, etc. · Perform credit analysis on potential tenants along with market research (sales comps, rent comps, sector trends) · Build and update financial models · Prepare investment summaries and memorandums · Prepare marketing materials for senior management, investment partners and lenders · Ensure transaction execution, including tracking closing checklist / diligence deliverables and review of legal documents · Review asset’s operational and financial performance; prepare weekly and monthly asset management and deal performance updates Required Qualifications: · Bachelor’s Degree in business, finance, economics, real estate, or related field · Proficient in Microsoft Office products including Excel, Word, and PowerPoint · Demonstrated interest in real estate industry Potential Qualifications: · Understanding of real estate fundamentals · Effective oral and written communication skills · Outstanding quantitative and analytical skills, attention to detail · Familiarity with real estate valuation, underwriting and/or accounting experience a plus, but not required · Motivated self-starter with effective time management skills and strong attention to detail · A desire to work within a fast-paced, collaborative and entrepreneurial environment Salary:The base salary range for this role is $70,000 - $80,000. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Secure is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions.Secure is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

The US Equity Fundamental Research team is currently looking for a senior investment professional to lead our team's research and investments in the Software sector and serve as the Research Analyst. The US Equity Fundamental Research team provides investment recommendations for ~$450B in AUM. Mento