Trabajos investment en Estados Unidos

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact • Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles, • Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds, • Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality, • Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives, • Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments, • Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead, • Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor, • Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications • 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles, • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field, • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs, • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles, • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how.", • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor, • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one, • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes, • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications • Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity, • Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting, • Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions, • Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact • Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving., • Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs., • Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders., • Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results., • Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability., • Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes., • Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate., • Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters., • Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions., • Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design., • Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities., • Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications • Bachelor’s Degree, • 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets, • 1+ years of experience leading teams in a deliverable-oriented environment., • 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications • Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes., • CPA or progress toward CPA preferred., • Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures., • Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner., • Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment., • Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors., • Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders., • Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment., • Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment., • Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation., • Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

As part of the AWS Applied AI Solutions organization, we have a vision to provide business applications, leveraging Amazon’s unique experience and expertise, that are used by millions of companies worldwide to manage day-to-day operations. We will accomplish this by accelerating our customers’ businesses through delivery of intuitive and differentiated technology solutions that solve enduring business challenges. We blend vision with curiosity and Amazon’s real-world experience to build opinionated, turnkey solutions. Where customers prefer to buy over build, we become their trusted partner with solutions that are no-brainers to buy and easy to use. AWS Enterprise Support provides our customers with one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers; Enterprise support provides a designated technical account manager to the customer and provides entitlements such as architecture review, operations support to design, build, and operate cloud environments leveraging AWS best practices; and a designated Support Concierge for administrative and billing inquiries. Enterprise customers rely on Support when running their business critical workloads on the AWS platform, and our technical account managers and cloud support engineers are the primary daily touch-point for those customers. Customers include very large Enterprises, Public Sector companies, as well as fast growing businesses and Internet companies. Unlike most support organizations, AWS Support is a self-standing business with revenue and P&L responsibility and one of the fastest growing businesses within AWS. As Premium Support BDM, you will be part of the Enterprise Support organization. You will support the Premium Support strategy and own driving the go-to-market (GTM) efforts for Support, with the objective to increase adoption for paid support offerings amongst AWS customers while maintaining target margin performance, and using Support to accelerate AWS platform adoption for the customers. You will engage our customers to understand why they need Premium Support solutions (or why not; e.g. Enterprise Support or Unified Operations), what are the pain points and obstacles in their current support offering. You will identify areas for sharpening our Support proposition (e.g. a differentiated offering, value and return on investment vs price) and design and execute controlled experiments driving commercial innovation. You will quantify the impact of Support in driving AWS platform adoption, estimate the ROI, and design and execute initiatives to help accelerate our customer cloud adoption journey. You will enable the sales team to drive the day-to-day interactions with prospects, selling the Support value proposition, in order to build long-term business opportunity. You will engage partners to develop and pilot new Support offerings via the partner ecosystem. The ideal candidate will possess a keen business sense and exceptional analytical skills, is able to articulate and communicate a clear value proposition across customers, partners, and within the AWS organization, and is comfortable working across internal functions and geographies. The candidate will be naturally curious, going beyond the obvious to discover unexpected insights and translate those into tangible business value. Key job responsibilities • Engage customers, partners, and field teams to deeply understand and measure customer value and pain points in adoption of Enterprise Support Services (Enterprise Support, Unified Operations, Migration Services, plus other new products launched throughout the year), • Analyze drivers of Enterprise Support Services adoption and identify levers for improvement, • Identify, design and execute controlled experiments in driving Enterprise Support Services adoption, • Review and analyze Enterprise Support Services pricing and costing, ensuring savings are passed on to our customers, • Quantify impact of Enterprise Support Services adoption on AWS Platform adoption, estimate the ROI of Support investments in accelerating AWS platform adoption, • Develop and refine sales collateral, reference cases and value proofs for customers and partners, • Drive commercial innovation in Support, e.g. differentiated support offerings per customer segment. In conjunction with Field Enablement, create Support related training programs and material for the field team so that they can properly articulate the Support value proposition, • Work with stakeholders across Commercial/Public Sales, Premium Support, and Enterprise, • Prepare and present business reviews to the senior Sales and BD management team, • Drive Enterprise Support Services deals end to end with Sales About the team Diverse Experiences Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying. Why AWS Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why flexible work hours and arrangements are part of our culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud. Inclusive Team Culture Here at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity and AmazeCon conferences, inspire us to never stop embracing our uniqueness. Mentorship and Career Growth We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. • 5+ years of developing, negotiating and executing business agreements experience, • Bachelor's degree, • Knowledge of publisher ad tech stacks and/or advertising technology, • Experience managing programs across cross functional teams, building processes and coordinating release schedules, • Experience selling enterprise software or cloud-based applications, • Experience interpreting data and making business recommendations, • Experience identifying, negotiating, and executing complex legal agreements Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit _ for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at _. USA, CA, San Francisco - 162,700.00 - 220,200.00 USD annually USA, NY, New York - 162,700.00 - 220,200.00 USD annually

Job Description About the Role: As an HVAC Technician - Service, you will be responsible for installation, maintenance, and repair residential HVAC systems. You will also be responsible for diagnosing and troubleshooting systems. Why You’ll Want to Work Here: • Core values that we live every day – not just words on a page: We Win Together, Today Not Tomorrow, Performance Not Politics, • Performance pay directly tied to results – You deliver for us, we deliver for you, • Benefits you will use – Full medical, dental, and vision packages including fully employer paid options, • Secure your financial future – 401(k) with company match, • We invest in your future – ongoing training that directly results into bigger career opportunities combined with continuous education stipends, • Speed and scale – Work with a company that operates at the speed of a start up with the investment backing of an institutional investor HVAC Service Technician Key Responsibilities • Perform installation, maintenance, and repair of residential HVAC systems, including heating, cooling, and ventilation equipment., • Diagnose and troubleshoot HVAC system issues to identify the root cause of malfunctions and recommend effective solutions., • Conduct regular inspections and preventative maintenance to ensure optimal system performance and identify potential problems after they escalate., • Install, repair, or replace components, such as compressors, motors, fans, thermostats, filters, and ductwork., • Collaborate with team members to coordinate work schedules, prioritize service calls, and efficiently complete assignments., • Communicate with customers in a professional and courteous manner, addressing their concerns, explaining repair options, and providing recommendations for system improvements., • Accurately document service activities, including equipment status, repairs performed, parts used, and time spent on each job., • Stay updated on industry advancements, best practices, and emerging technologies to continuously enhance technical skills and knowledge. HVAC Service Technician Qualifications: • High school diploma or equivalent., • Proven experience as a Residential Service HVAC Technician or similar role., • Valid HVAC technician license/certification., • Strong technical skills and proficiency in diagnosing and repairing residential HVAC systems., • Solid knowledge of HVAC codes, regulations, and safety standards., • Excellent problem-solving and troubleshooting abilities., • Exceptional customer service and communication skills., • Ability to work independently and efficiently manage time and workload., • Physical stamina and the ability to work in various weather conditions and confined spaces., • Valid driver's license with a clean driving record. HVAC Service Technician Interpersonal Qualifications: • Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships., • Exceptional problem-solving and conflict resolution abilities to improve things both big and small., • Highly organized, ability to act quickly while still having attention to detail., • Hold yourself to a higher standard and exhibit a high level of integrity. About C&C Air Conditioning, Heating, Plumbing & Electric: Founded in 1965, C&C Air Conditioning, Heating, Plumbing & Electric is a family-owned and operated company proudly serving New Jersey for over five decades. With deep roots in Monmouth County, we’ve grown into one of the region’s most trusted names in residential and commercial HVAC, plumbing, and electrical services. Now in its third generation of leadership, C&C continues to deliver exceptional service, quality workmanship, and a customer-first approach. Our commitment to excellence has earned us repeated recognition from industry leaders like Lennox, as well as long-standing partnerships with respected brands like Costco. At C&C, we treat every customer like family—and we bring that same energy to our team. If you’re looking to grow your career with a company built on tradition, innovation, and integrity, we’d love to meet you. C&C Air Conditioning, Heating, Plumbing & Electric is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

Job DescriptionDescription: JESCO, a leading John Deere, Wirtgen Group, Ditch Witch and Topcon dealer in New York, New Jersey, Maryland, Delaware, Virginia, and New England region. Family-owned and operated for more than 50 years, we are hiring to grow our award-winning company of over 350 employees. Why JESCO: Two things that haven’t changed are our commitment to the customers and communities we serve. Let us show you what makes us the “Down to Earth Equipment People”. We offer comprehensive benefits packages, career development paths, state of the art tools and equipment as well as a great working environment. Start your career as a valued member of the JESCO team. Responsibilities • All Service assignments are to be performed in a safe, efficient and capable manner, using the least number of labor hours necessary, while maintaining the highest quality of standards possible, • Individuals must comply with all safety policies, and have the ability to lift and move up to 70 lbs., • Review service orders and inspect equipment accordingly for additional repairs or malfunctions by test driving or troubleshooting vehicle operation., • Notify management if shop equipment is not in serviceable condition or constitutes a safety hazard, • Service orders should be completed accurately and concisely, use of computer when applicable, • Warranty reports are to be handled in the same manner, and you must retain, tag and store removed parts properly for return to manufacturer, • Apply technical knowledge to diagnose cause of equipment malfunctions., • Obtain final approval prior to performing additional repairs., • Respond to repair inquiries in a prompt manner., • Perform repairs and maintenance service work requested in accordance with approved quality and efficiency standards. Discard residual or hazardous waste, using the proper disposal methods, • Invest in tools necessary to perform at expected levels and quality, • Always conduct yourself in a professional manner at all times when representing the company, • Apply knowledge and ability to safely utilize all tools and equipment to include: “Creeper” Pressure washers Torque wrenches Hydraulic pressure Computer pressure gauges Welding equipment Pneumatic and hand tools Hydraulic jacks Diagnostic equipment • Maintain, understand, and be committed to a shared responsibility for the upgrade of technical competence by attending all classes, shop meetings and reading all service bulletins as requested, • Test drive to assure proper operation and complete equipment inspections in accordance with company and governed standards, • Respect and maintain company investment in tools and work area. Keep company assets in a clean and orderly manner and use with proper care to meet safety requirements determined by dealership and government agenciesRequirements:, • Deere Level 1, Deere Level 2, Deere Capstone Certification, • Associates Degree and/or technical certification from accredited trade school, • Must have valid drivers license – must meet underwriting requirements, • Written Communication, • Technical Communication, • Customer Relations, • Customer Service, • Math Aptitude, • Time Management, • Manual Dexterity Skills, • Ability to stand for long periods of time We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #ZR

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com. Your Impact Pearce is seeking Experienced HVAC Technicians to join our team for servicing and repairing commercial HVAC equipment on telecom shelters located on Cell Tower sites. This is a fast-paced and rewarding job that is best suited for individuals who are responsible, self-directed, highly motivated, willing to travel, and looking to learn and grow in the Telecom industry. This is a regional position. Candidates should reside 60 miles of the East Rutherford, New Jersey area. Core Responsibilities • Maintaining cooling systems – diagnosing, troubleshooting, repairing, or installing and replacing components of entire systems., • Conducting performance checks and regular maintenance on HVAC equipment., • Performing additional maintenance or upgrades to out-of-season HVAC equipment., • Responding to service calls in a timely manner, including emergency call out services., • Timely and accurate completion of daily work reports., • Operate and maintain a motor vehicle safely and legally per the PEARCE Employee Handbook and insurance requirements. Specific duties may vary or evolve over time based on business and client needs. Core Experience • Must be Level 2 or Universal EPA Certified (Required)., • 3+ years of experience with HVAC maintenance (commercial preferred)., • Basic knowledge of electronic, mechanical, and electrical components including refrigeration systems is preferred., • Must be able to communicate effectively both verbally and by email. Physical/Work Environment At Pearce safety is our number one concern. Candidates must be able to comply with OSHAFCC/FAA/EPA Standards. • Candidates should reside 60 miles of the East Rutherford, New Jersey area., • Must be available for after-hours and weekend call outs on occasion., • Extensive daily travel in an independent work structure., • Occasional overnights required-company pays all travel costs and provides per diem., • Driving to remote work sites as needed., • Be exposed to ambient temperatures while working outdoors., • Lift and move equipment as needed (up to 50 pounds)., • Will be required to pass a Department of Transportation (DOT) physical. Compensation: $30.00-$40.00 hourly/DOE At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range $30—$40 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at www.Pearce-Services.com!

Job DescriptionBenefits: • 401(k), • Health insurance, • Training & development Please do not call our office regarding this position. DAIKIN HVAC Repair Specialists We are a results-oriented company providing servicing, maintenance, and installation of HVAC systems since 2005. We have an extensive knowledge base with experience in servicing multiple brands and lines of equipment, including boilers, pumps, motors, frequency drives, water towers, and more. Our team is committed to giving you peace of mind by ensuring your investment stays up and running so you can enjoy peace of mind day after day. Lightning Mechanical provides factory-trained service, installation, and maintenance for Daikin VRV and Applied systems, as well as many other VRF manufacturers. Our cross-trained service and installation technicians using factory tools service the New York City metro area, which sets us apart from our competition. Benefits/Perks • Flexible Scheduling, • Competitive Compensation, • Career Advancement OpportunitiesJob Summary: We are looking for a skilled and experienced Commercial HVAC Technician to join our team! In this role, you will install, service, or repair heating and air conditioning systems in commercial establishments. VRV/VRF a PLUS! You have past experience in an HVAC service technician role and hold an EPA certification. A team player who is comfortable working independently, you love the feeling of a job well done and take pride in completing customer jobs with efficiency. A positive attitude is a must! Responsibilities: • Repair or service heating, ventilating, and air conditioning (HVAC) systems to improve efficiency, such as by changing filters, cleaning ducts, or refilling non-toxic refrigerants, • Extensive work with commercial HVAC systems, including chillers, rooftop units, and mechanical systems, • Troubleshoot, calibrate and adjust pilots, thermostats and burners, transformers, controls, relays, heaters, elements, switches and controls on electrical systems, • Use common tools of the HVAC trade in daily work (e.g. multimeter, refrigerant gauges, charging charts, hand tools etc.), • Ability to install, service, and repair water source heat pump systems, • Establish customer rapport to ensure the highest levels of satisfaction, • Ability to layout, fabricate, assemble, install, and maintain refrigerant piping systems, pipe supports, and fixtures in commercial and industrial settings, • Test pipe or tubing joints or connections for leaks, using a pressure gauge or soap-and-water solution, • Test electrical circuits or components for continuity, using electrical test equipment, • Repair or replace defective equipment, components, or wiringQualifications:, • 5-10 years experience as an HVAC service technician, • Valid Drivers License and clean driving record, • EPA Certification, • Experience with operation and maintenance of chillers, heat pumps, air handlers, and geothermal systems, • Ability to climb ladders, crawl, and lift 50 pounds

Job Title: \n Associate \n \n Job Description: \n Position Overview: \n The Advisor Transition Associate will assist in the onboarding and transition of advisor teams and firms. This role will support the Transition Operations Manager in managing the operational details of transitions, specifically the custodial aspects, and will be primarily data input for paperwork and transfer of assets. The ideal candidate will have a passion for operations and a background in the financial services industry, with a strong ability to manage tasks, track progress, and communicate effectively with both internal teams and external partners. \n \n Key Responsibilities: \n\n • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately.\n, • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly.\n, • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment.\n, • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency.\n, • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Transition Operations Manager as needed.\n, • Coordinate with internal teams, including compliance, legal, IT, and client services, to ensure a seamless onboarding experience for new advisors.\n, • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process.\n, • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation.\n, • Provide administrative and operational support to the Transition Operations Manager, assisting with the execution of workflows, scheduling, and project management tasks.\n, • Collaborate with technology teams to help set up new advisors on Bleakley’s systems, providing guidance and troubleshooting when necessary.\n\n Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems

We are Assembly, a leading global omnichannel media agency that merges data, talent, and technology to catalyze growth for the world's most esteemed brands. Our holistic approach weaves together compelling brand narratives with a comprehensive suite of global media capabilities, driving performance and fostering significant business expansion. Our initiatives are powered by STAGE, our proprietary operating system, and executed by a dedicated global team of over 2,300 professionals across 35 offices worldwide. Committed to purposeful action, we lead the way in social and environmental impact within the agency realm. As a proud member of Stagwell, the challenger network designed to revolutionize marketing, Assembly continues to set new standards of excellence. \n \n ICYMI: Assembly was named Campaign’s 2025 Most Innovative Agency and Sustainability Standout and 2024 Media Agency of the Year. Our innovative work has also earned prestigious accolades, including The Webby Awards, Effies, and Cannes Lions. \n \n Follow us on LinkedInandInstagram! \n \n Assembly is looking for a strategic and hands-on Paid Social leader with deep platform expertise, a strong performance background, and experience translating sophisticated social capabilities and measurement into business growth—ideally within retail, luxury, fashion, or beauty. \n \n Responsibilities: \n\n • Able to serve as the paid social subject-matter expert for clients and internal teams\n, • Leads strategy while remaining close enough to execution to understand progress in-platform\n, • Manage daily pacing, budgets, bids, and optimization against KPIs\n, • Strong communicator who can turn complex media performance into clear, actionable recommendations for senior stakeholders\n, • Able to troubleshoot tracking/measurement issues and partner effectively with analytics, ad tech, and platform teams\n, • Keeps current with evolving platform products, automation, AI-driven buying, and privacy changes\n, • Can turn campaign data into clear actions—not simply report on results\n, • Interpret results and understand the limitations of different measurement approaches\n, • Partner with analytics teams to establish KPIs, measurement frameworks, and testing roadmaps\n\n \n Requirements: \n\n • 7+ years of paid social / digital media experience, with retail, luxury, fashion, beauty, or premium consumer brands strongly preferred\n, • Proven experience leading paid social strategy across large, complex, multi-market or multi-brand businesses\n, • Strong understanding of the full social ecosystem, including Meta, TikTok, Pinterest, Snapchat, YouTube, and emerging platforms\n, • Comfortable translating brand objectives into channel strategy, audience strategy, investment allocation, and activation plans\n, • Experienced in mentoring teams and establishing best practices across accounts\n, • Familiarity with brand lift studies, incrementality testing, attribution, and other advanced measurement methodologies\n, • Deep knowledge of platform capabilities, optimization levers, targeting, creative formats, measurement, and platform best practices\n, • Strong understanding of Conversions API (CAPI), pixels/events, first-party data, offline conversions, and signal quality\n, • Strong performance media foundation, with the ability to Understands how to identify performance trends and make informed adjustments to investment, audiences, creative, placements, and bidding\n\n \n In order to comply with equal pay and salary transparency laws in various locations, we believe the target range of base compensation in all locations within the United States for this role is $130,000 - $150,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. \n \n In addition to medical, dental and vision coverage, we offer a generous PTO plan, 401k program, comprehensive family planning benefits (including paid parental leave), and pre-tax commuter benefits. Benefits/perks may vary depending on the nature of your employment with Assembly and the location where you work. \n \n At Assembly, we believe every career is as unique as the individual and empower employees to reach their full potential in a winning culture motivated by a powerful purpose. \n Assembly is an advocate for equal opportunity in the workplace. We are committed to ensuring equal opportunities regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, gender identity, status as a protected veteran, among other things, or status as a qualified individual with disability. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know. EEO Employer M/F/Vet/Disabled.

Established financial services firm is seeking an experienced Senior Tax Manager in their Oradell, NJ location. The Sr. Tax Manager will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities, support wealth planning strategies, and ensure accurate and timely tax reporting. Provides guidance on complex tax issues while helping clients navigate changing tax regulations and minimize tax liabilities. \n \n Responsibilities: \n\n • Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.\n, • Responsible for performing the final review and signing of tax returns\n, • Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies\n, • Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy\n, • Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team\n, • Review and facilitate tax projections for clients and advisors\n, • Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment\n, • Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements\n, • Support Marketing and compliance by serving as subject matter experts for articles, and communications with tax law or detail included\n, • Support the Director of Tax Services in leading and mentoring Senior Tax Specialists and Tax Specialists, responsibilities include delivering training on tax law updates, and regulatory compliance and operational procedures, as well as reviewing work for accuracy and completeness.\n\n \n Qualifications: \n\n • Bachelor’s degree in accounting or related field, CPA license required\n, • 10+ years of tax experience\n, • Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred\n, • Proven ability to work effectively across departments and directly with financial advisors and clients in a professional, service-oriented manner\n, • Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines\n, • Strong attention to detail with commitment to accuracy when reviewing complex tax returns\n\n \n This role offers a hybrid work arrangement throughout the year; however, full-time onsite attendance is required during the tax season. The position also requires flexibility to work extended hours during peak workload periods to ensure timely completion of client deliverables and compliance deadlines. \n \n To discuss this role in greater detail please send resume outlining your related experience.

The Associate Director, Paid Social Media is a seasoned and passionate media expert with deep understanding of the social ecosystem. This role requires previous experience in paid social media planning and buying, along with a comprehensive understanding of all major social media platforms and their buying capabilities. \n \n Responsibilities: \n\n • Possess and continuously maintain an in-depth knowledge of social platforms and technologies, staying updated on industry trends and emerging capabilities.\n, • Create compelling presentations that showcase measurement insights and strategic recommendations to support client campaigns effectively.\n, • Collaborate with Havas partners to align client strategies and goals with platform opportunities for current and future campaigns.\n, • Consider broader marketplace conditions, both within the digital landscape and clients' specific industries, to inform data-driven recommendations.\n, • Present full paid social media plans and performance reports tailored to the audience and engage in day-to-day discussions with clients.\n, • Foster a culture of thought leadership and mentorship within the team, actively contributing during meetings and functions.\n, • Demonstrate consistent growth on accounts by introducing new campaign strategies, adopting improved processes, and delivering strategic outcomes.\n, • Oversee social traders, senior traders, and supervisors, ensuring timely delivery against objectives and addressing any discrepancies with account leads and clients.\n, • Collaborate with Havas account Leadership to align objectives and deliverables with social capabilities for new accounts.\n, • Provide guidance and coaching to social supervisors, ensuring the delivery of well-thought-out media recommendations and performance reports.\n, • Ensure proposed campaign plans are feasible for execution by working closely with social supervisors.\n, • Actively participate in new business efforts by conducting research, developing strategies, and representing social capabilities in pitches.\n, • Enforce adherence to established processes and deadlines for campaign setup, quality assurance, reporting, billing, and issue resolution.\n, • Drive discussions about social advancements and technology adoption within the Havas Performance Investment Team.\n, • Foster the professional development of social supervisors, enhancing their strategic programmatic knowledge and support capabilities.\n, • Develop training materials and conduct sessions to showcase expertise on specific topics during new starter onboarding or wider team initiatives.\n, • Conduct thorough quality assurance of campaigns in platforms, ensuring all media is accurately set-up before director sign-off.\n, • Utilize QA as an opportunity to share best practices and optimization techniques with social traders, senior traders, and supervisors.\n\n \n Skills and Qualifications: \n\n • Minimum of 5+ years of experience in paid social media planning and buying.\n, • At least 2 years hands-on trading experience in social platforms, optimizing and managing successful paid media campaigns\n, • In-depth knowledge of all major social platforms\n, • Proven experience in team management and coaching to drive individual and team performance.\n, • Strong ability to communicate media insights holistically, with knowledge of other channels like display, video, search, and TV being highly desirable.\n, • Exceptional organizational skills and the ability to handle multiple clients and tasks efficiently, prioritizing workload effectively.\n, • Effective time management and delegation ability to manage own & teams' tasks effectively\n

CHIEF DEVELOPMENT OFFICER \n SUMMARY \n This member of the Executive Management Team has the oversight and ultimate responsibility for creating well-designed and financially sustainable affordable and market-rate housing. The Chief Development Officer will lead all development activities for the Newark Housing Authority, providing management and oversight of our development staff. Department activities encompass all facets of housing development, including site identification, project feasibility evaluation, applying for and securing financing, and construction supervision. The position is also responsible for developing the long-term vision and strategic planning for the development team. General supervision is exercised over a small number of professional staff. Does related work as required. \n \n ESSENTIAL DUTIES AND RESPONSIBILITIES \n • Provides development strategies for current and future development projects and HUD programs such as Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), Project Based Rental Assistance (PBVA), etc. \n • Collaborates with the Asset Manager to evaluate and provide for maintenance and rehabilitation of projects and coordinates the implementation of quality control inspections. \n • Develops plans for successful development of affordable housing projects, including extensive financial investment analysis, pro-forma modeling of new developments, opportunistic investment strategies, and potential acquisition opportunities. \n • Directs activities with attorneys, architects, engineers, and other consultants to plan projects related to public entitlement, site permits, acquisition due diligence, and closing activities. \n • Monitors procedures and policies to ensure compliance with HUD regulations and agency policy compliance. Completes all related reports as required. \n • Creates and supervises the development of construction including standard boiler plate for bid specifications, contracts, notices to proceed, change orders, time extensions, stop work orders, and contract settlement documents. \n • Confers with federal, state, and local officials related to plans, construction proposals, financing and budgets, providing information and briefing to the Board of Commissioners, planning commissions, advisory boards, and other official groups as necessary. \n • Provides oversight, physical and financial evaluation of land and properties, obtains information and analyzes land use, including ownership, zoning, compliance with master plans, special use permit requirements, environmental problems, utility availability, and compiles required documents and applications. \n • Evaluates the effectiveness of projects under development and issues instructions governing their progress as needed. \n • Pursue prospective tenants for leasing of available commercial space and other non-housing project components and negotiate letters of intent and lease agreements to ensure achievement of stated development and investment goals. \n • Keeps up to date on new developments in urban planning, project management, affordable, low-income, and public housing field. \n • Leads and participates in the preparation of written information and instructional material for current and future Newark Housing Authority development and rehabilitation projects. \n • Responsible for real estate development projects from inception to completion. \n • Responsible for securing permanent financing for projects such as FHA loans, conventional mortgages and construction loans. \n • Review all proposals from investors and lenders to ensure project financing is structured in the best interest of the Authority. \n • Responsible for all required due diligence associated with real estate transactions. \n • Work with representatives from financial institutions, investors and government agencies to ensure timely closings of real estate transactions. \n • Oversee the Authority’s conversion from HUD’s Low-Income Public Housing properties to other more sustainable platforms. \n • Work with the Authority’s legal, architectural, financial and accounting firms throughout real estate transactions. \n • Ensure compliance with investors, HUD, NHA and other government agency reporting requirements and regulations. \n • Attend Owner Architect and Contractor (OAC) weekly meetings for properties under construction to ensure project remains on time and on budget. \n • Create marketing and management plans for projects. \n • Identify new real estate development opportunities and financing options. \n • Work with Occupancy Department and Asset Management on lease-up efforts and tenant eligibility to ensure timely delivery of tax credits. \n • Represent the Authority when meeting with outside agencies for funding opportunities. \n • Serve on procurement evaluation committees. \n • Perform routine supervisory duties including performance evaluation and maintaining discipline. \n • Performs all duties in accordance with Authority policies. \n \n QUALIFICATIONS \n • Extensive knowledge of applicable national, state and local rules, regulations, statutes, policies and procedures regarding Low-Income Housing, or other housing type as determined by the department at the time of job posting. \n • Extensive knowledge of operating policies and procedures of the Low-Income Public Housing program, IRS Low-Income Housing Tax Credit program and HUD’s Rental Assistance Demonstration program. \n • Extensive knowledge of all facets of affordable housing development procedures and requirements. \n • Familiar with appraisals, Property Needs Assessments, market studies and Phase I Environmental reports. \n • Organizational and problem-solving skills. \n • Demonstrated computer literacy including knowledge of Word, Excel, Adobe Acrobat, Yardi, PowerPoint and related applications. \n • Ability to organize and structure financing applications. \n • Ability to meet deadlines. \n • Ability to oversee multiple development projects at one time. \n • Ability to perform accurate mathematical functions. \n • Ability to write and proofread materials for accuracy. \n • Ability to multi-task and prioritize responsibilities. \n • Ability to communicate and interact appropriately with the public, applicants, residents and staff. \n • Ability to follow verbal and written instructions. \n • Ability to work effectively with others and work independently. \n • Analytical skills and problem-solving ability. \n • Customer relations skills. \n • Demonstrated attention to detail. \n • Demonstrated punctuality and reliability. \n • Ability to produce clear, accurate and timely reports \n \n EDUCATION, EXPERIENCE AND/OR CERTIFICATIONS \n Bachelor’s degree in business administration/finance, public administration, urban planning or a closely related field. Graduate degree preferred. \n • Experience should include at least ten (10) years of progressive responsibility in management and supervision in public housing management, construction, public finance or general contracting or similar professional employment. A combination of private sector and public sector background is highly desirable. \n • Detailed knowledge of affordable housing financing tools including Rental Assistance Demonstration (RAD), Low-Income Housing Tax Credits (LIHTC), Mixed Finance (MF), Project Based Vouchers (PBV), etc. \n • Direct experience managing complex and time-critical processes, funding requirements, and relationships to complete projects on time and on budget. \n • Extensive experience developing and maintaining external stakeholder and business relationships, including with regulatory agencies and government officials. \n • Demonstrated ability to work in partnerships with funders, investors, consultants, contractors, regulatory bodies, Newark Housing Authority residents, employees, and Board of Commissioners. \n • Adept at seeking out new properties and future development opportunities with the ability to evaluate risk and develop risk management plans for projects. \n • Demonstrated ability to source, negotiate, and execute contracts, public incentives and financing, debt financing, raw land and existing building acquisition, and all types of development related contracts. \n • Skilled in designing and implementing management systems and tools to create efficient, effective, and well documented business processes. \n • Excellent ability to communicate both orally and in writing. \n • Must be able to obtain PHM, RAD-PBV, HCV Executive Management Certification within first year of employment. \n \n ADDITIONAL WORKING CONDITIONS \n • Requires availability to work beyond normal workday. \n • Work environment consists substantially of indoor office activities performed in a heated/air-conditioned setting. \n • Occasional travel to various work locations in all weather conditions. \n • Position requires the need to walk, sit, and/or stand for extended periods of time. \n • Requires stooping, bending, crouching and/or reaching for files or tools. \n • Frequent repetitive hand movement (e.g. typing). \n • May lift, carry and/or push up to 20 pounds. \n • Appointees will be required to possess a valid driver's license and be insurable according to agency guidelines only if the operation of a vehicle, rather than employee mobility, is necessary to perform essential duties of the position

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

Junior Sales Trader (Analyst to Vice President) \n Location: New York, NY \n Position Summary \n We are seeking a motivated Junior Sales Trader to join our High Touch Trading desk. The ideal candidate will thrive in a team-oriented environment and demonstrate a strong passion for learning, humility, and grit. This is an excellent opportunity for an individual looking to develop a long-term career in institutional equities sales trading while working closely with experienced traders, sales professionals, and clients. \n \n Key Responsibilities \n\n • Support senior sales traders in servicing institutional client accounts and executing equity orders.\n, • Develop relationships with institutional investors and provide high-quality client service.\n, • Monitor market activity, news flow, and trading opportunities throughout the trading day.\n, • Communicate market color, liquidity updates, and execution insights to clients and internal stakeholders.\n, • Collaborate with sales, trading, research, and capital markets teams to identify opportunities and deliver solutions to clients.\n, • Assist in managing client order flow and ensuring efficient trade execution.\n, • Maintain a strong understanding of market structure, trading products, and execution strategies.\n, • Adhere to all regulatory, compliance, and internal risk management requirements.\n\n \n Qualifications \n\n • 2 to 5 years of industry experience in sales trading, trading, capital markets, institutional sales, or a related financial services role.\n, • Prior sales experience is a plus.\n, • Strong interest in financial markets and institutional equities.\n, • Excellent communication and interpersonal skills.\n, • Ability to work effectively in a fast-paced, collaborative environment.\n, • Demonstrated work ethic, resilience, and a desire to learn.\n, • Strong attention to detail and problem-solving abilities.\n, • Bachelor's degree required.\n\n \n Preferred Characteristics \n\n • Team-first mentality.\n, • Intellectual curiosity and eagerness to learn.\n, • Humility, professionalism, and a strong sense of accountability.\n, • Ability to build relationships and establish credibility with clients and colleagues.\n, • Entrepreneurial mindset with a desire to contribute to the growth of the business.\n\n \n About Us \n Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Financial Advisor – Midtown Manhattan (Training Provided) \n \n We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. \n \n As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. \n \n Training & Development \n \n Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. \n \n Responsibilities: \n \n\n • New Business Development: establishing relationships with new clients through leads, referrals, and calls\n, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services\n, • Delivery of customized financial plans to help clients achieve their financial goals\n, • Day-to-day client relationship management\n\n \n Required Qualifications: \n \n\n • Bachelor’s degree\n, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.)\n, • Excellent communication and interpersonal skills\n, • Must live in the Tri-State Area (commutable to Midtown Manhattan office)\n, • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule\n\n \n Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. \n \n Compensation & Benefits: \n \n\n • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales.\n, • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)\n, • Up to $2,000 in training stipends\n, • Renewable income beginning in second year\n, • Bonus programs & expense allowances.\n, • Support for insurance licensing (Life, Accident, & Health license)\n, • Support for SIE, Series 6, Series 63 registrations\n, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan.\n\n \n About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Investment Associate, Energy Transition — New York City \n \n A well established global alternative investment platform is hiring an Investment Associate for its Energy Transition team. The team has deployed over $3.5bn across equity and debt in solar, storage, wind, and infrastructure credit, and runs lean deal teams where associates get real exposure from day one, not just model updates. \n This is a seat for someone who wants to move from advising deals to actually investing in them. \n \n What you'll do \n Build and own the financial models behind new and existing investments. Draft investment committee memos. Run due diligence from screening through closing. Work directly with senior investment professionals on acquisitions, financings, and debt raises, partnering with sellside and buyside bankers along the way. \n \n What they're looking for \n 1 to 6 years in investment banking, private equity, project finance, or credit, ideally with exposure to power, infrastructure, or renewables. Strong modeling skills and a sharp analytical mind. Someone who wants a long term investing career, not just an exit from banking.

About PCM Encore \n \n PCM Encore is a fast-growing, founder-led Registered Investment Advisor (RIA) and principal-led multi-family office. Since launching our wealth management platform in 2025, we have rapidly scaled to over $2 billion in client AUM and serve more than 200 client households nationwide. \n \n We are building a modern, technology-enabled client acquisition engine and are seeking elite business development professionals who thrive in fast-paced, metrics-driven environments. \n \n Location \n \n • Ideal locations are New York City or Denver. Strong candidates outside ideal geography who are open to relo will be provided with relocation support. \n \n The Opportunity \n \n We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. \n \n Key Responsibilities \n \n Client Onboarding & Relationship Management \n • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate. \n • Serve as the primary point of contact for all client questions and planning needs. \n • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software. \n • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. \n • Prepare to receive pre-existing client household relationships transitioned from other Private Wealth Advisor books to re-distribute the total firm wide client household book evenly \n \n Financial Planning & Advice \n • Develop, maintain, and update comprehensive and holistic financial plans.• Provide ongoing, proactive planning recommendations aligned with client goals. \n • Coordinate planning efforts with internal Tax, Estate, and Investment partners. \n • Identify clients who may be appropriate for unique or opportunistic investment solutions, in \n collaboration with IPC. \n \n Investment & Account Coordination \n • Partner with IPC to build and implement customized investment recommendations. For less- \n tailored portfolios, build recommendations without involving IPC. \n • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios. \n • Review client billing in partnership with IPC and/or Compliance, as appropriate. \n \n Client Engagement & Operations \n • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up. \n • Conduct proactive client outreach beyond scheduled meetings. \n • Schedule and manage client meeting cadence, leveraging technology where possible. \n • Request and coordinate client swag and appreciation initiatives. \n • Manage client meeting logistics, documentation, and action items. \n \n Qualifications \n \n • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households. \n • Strong technical foundation in financial planning, investments, and tax-aware strategies. \n • Excellent client communication and relationship management skills. \n • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc. \n • High attention to detail and ability to manage multiple client relationships simultaneously. \n • Collaborative mindset with comfort working alongside investment, tax, and operations teams. \n • Series 65 required (*NOTE - if you have your Series 66 or CFP, please select "YES" to the Series 65 screening question). \n • CFP® or similar preferred. \n \n What Success Looks Like \n \n Top performers in this role: \n • A strong relationship manager who will proactively "Quarterback" client relationships within their client book \n • Intellectual curiosity and passion for wealth advisory. \n • Strong organizational and project management skills. \n • Ability to communicate sophisticated financial planning concepts to both teammates and clients. \n • Process-oriented mindset combined with strategic thinking. \n • Team-first attitude with a willingness to take ownership of outcomes. \n • High degree of professionalism, discretion, and client service orientation. \n \n Additional Compensation Note \n \n • Revenue sharing of the managed client book will eventually be part of the compensation package \n

Advise investment-focused clients, including hedge fund and private equity professionals. Participate in client development and business growth initiatives. Collaborate closely with firm leadership to deliver exceptional client service.

Salary: $190,000 - $225,000 per year A bit about us: A premier accounting, tax, and advisory organization providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. Why join us? Competi

Lead high-profile private equity fund engagements, mentor talented teams, and accelerate your career with a growing industry leader offering strong compensation, bonus potential, and exposure to complex investment structures! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $170,000 per year A bit about us: A leading private capital services organization is seeking a Fund Accounting Manager to join its expanding fund administration team. This role offers the opportunity to oversee complex private equity fund operations, support premier investment sponsors, and lead teams responsible for critical accounting and reporting functions across the full fund lifecycle. The ideal candidate will bring deep private equity fund accounting expertise, strong leadership capabilities, and a passion for delivering exceptional client service. Why join us? Competitive salary of $100,000 - $170,000 annually Discretionary performance bonus Comprehensive benefits package Exposure to the full private equity fund lifecycle Opportunity to work with newly launched and innovative investment funds Leadership and team development responsibilities Significant career advancement opportunities Ongoing professional and technical development Collaborative, entrepreneurial work environment Opportunity to influence operational efficiencies and process improvements Job Details Partner closely with Directors and Managing Directors to oversee daily fund operations Independently manage accounting and operational activities for private equity funds Serve as a primary point of contact for clients with limited oversight Analyze Limited Partnership Agreements (LPAs) and governing documents to summarize key economics and fund structures Supervise, mentor, and develop accounting team members Oversee preparation and review of capital calls, distributions, financial statements, waterfalls, IRR calculations, and related deliverables Review and approve fund deliverables prior to senior leadership review Perform complex analyses of financial reporting, capital events, and private equity transactions Support onboarding and setup of new client fund structures Drive process improvements and operational efficiency initiatives Ensure delivery of high-quality client service and regulatory compliance Coordinate with internal and external stakeholders on fund reporting matters Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Real estate investment firm is seeking an Accounting & Finance Manager with Restaurant + Real Estate experience in New York This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.

If you are a Tax Manager with client facing skills, then please read on…. Job Details We are seeking a Senior Tax Manager with strong partnership tax experience, ideally gained within a public accounting environment serving sophisticated investment and business clients.

Location: New York, US \n Travel: Regional travel and industry events \n Compensation: Strong package reflecting seniority and impact \n \n Take a leading role in shaping commodity market intelligence across the Americas \n \n Step into a high-visibility regional leadership position where you'll lead an established editorial team, influence the development of trusted commodity benchmarks and strengthen market engagement across the Americas. Combining PRA expertise with commodity market knowledge, you'll have the scope to shape regional priorities while contributing to wider global strategy. \n \n Package / Benefits \n\n • A strong package aligned with the scope, influence and leadership responsibility of the position\n, • Work remotely across eligible states, with a hybrid option for Houston-based candidates\n, • Represent the business at key commodity events and build relationships with influential market participants across the region\n, • Shape Americas priorities while contributing to the direction of a globally established commodity intelligence business\n\n \n Why This Business \n Be part of an established global name in commodity price reporting, with a long-standing presence across international markets and deep expertise within commodity sectors. \n \n Its pricing, market intelligence and specialist expertise are relied upon by organisations navigating complex and often opaque commodity markets. With continued investment in benchmark development and strategically important growth areas, this is an opportunity to join a business where editorial leadership has influence over how markets are covered and how its pricing capabilities evolve. \n \n What You'll Be Doing \n\n • Lead a regional team of price reporters, owning performance, development, pricing standards and market expertise.\n, • Drive rigorous PRA standards and benchmark development, strengthening the quality, integrity and adoption of regional prices.\n, • Build senior relationships across commodity markets, representing the business through industry meetings, events and ongoing market engagement.\n, • Shape regional strategy and emerging market coverage while influencing wider global editorial, pricing and market development priorities.\n\n \n What You'll Bring \n\n • Proven PRA experience within commodity price reporting, benchmark development or closely related editorial leadership.\n, • Direct people management experience, with responsibility for leading, developing and delivering results through direct reports.\n, • Strong commodity market experience, combined with a solid understanding of physical markets and price formation.\n, • External market credibility, with experience engaging industry participants, representing a PRA and building trusted senior relationships.\n\n \n Who This Suits \n You're an established commodity PRA professional ready to turn your market expertise and leadership experience into broader regional influence. You want more than simply managing a team - you're looking for the platform to shape market coverage, develop high-performing talent and build your profile as a recognised leader within commodity intelligence. \n \n Apply now for a confidential conversation with Walker Lovell.

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation. \n \n About the Role \n \n Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings. \n \n Responsibilities \n \n\n • Assist with tax planning, projections, estimated tax calculations, and year-round advisory services\n, • Respond to tax notices and support IRS and state tax audits\n, • Conduct tax research and participate in special projects\n, • Review payroll tax filings and information returns\n, • Support forensic accounting and financial analyses related to matrimonial matters\n, • Provide business management and financial administration services to high-net-worth individuals and families\n, • Review financial statements, budgets, cash flow analyses, spending reports, and financial plans\n, • Build and maintain strong client relationships while serving as a trusted advisor\n, • Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team\n, • Manage workflow, client engagements, billing, and overall profitability of assigned accounts\n\n \n Qualifications \n \n\n • Bachelor's degree in Accounting required; Master's in Taxation preferred\n, • CPA preferred\n, • 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment\n\n \n Required Skills \n \n\n • Strong experience preparing and reviewing complex individual income tax returns\n, • Knowledge of tax planning, financial planning, and financial administration concepts\n, • Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)\n, • Strong organizational skills with exceptional attention to detail\n, • Ability to manage multiple priorities and deadlines in a client-focused environment\n, • Excellent communication and relationship-building skills\n\n \n Preferred Skills \n \n This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment. \n \n Pay range and compensation package \n \n\n • Base Salary: $120,000 - $140,000 + 10-15% Bonus\n, • Comprehensive Benefits Include:\n, • \n, • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada). \n \n A highly respected private holding company and family office is seeking a Tax Manager to join its long-standing tax team in Midtown Manhattan. The organization has significant and diversified holdings across manufacturing, mining, metal production, and defense-related businesses. \n \n This is an excellent opportunity for a seasoned tax professional to join a stable, sophisticated organization with a long-term opportunity for growth and increased responsibility. \n \n The Tax Manager will work closely with the Tax Director and VP of Tax and will play an important role in overseeing the organization’s tax function. Strong opportunity for the successful candidate to grow with the team and assume increasing responsibility over time. \n \n Responsibilities \n\n • Oversee the organization’s federal, state, and international tax compliance process, which is primarily outsourced to a national firm.\n, • Serve as a key point of contact with external tax advisors, reviewing tax filings and ensuring accuracy, timeliness, and compliance with all applicable requirements.\n, • Support tax planning initiatives across a diverse portfolio of domestic and international businesses and investments.\n, • Prepare and review tax forecasts, projections, and financial models to support business and investment decisions.\n, • Research and analyze complex federal, state, and international tax matters and communicate findings and recommendations to senior management.\n, • Assist with tax planning related to corporations, partnerships, investments, and other business structures.\n, • Work closely with the Tax Director and VP of Tax on tax strategy, planning, compliance, and special projects.\n, • Monitor changes in tax legislation and regulations and evaluate their potential impact on the organization.\n, • Coordinate with accounting, legal, investment, and business personnel on tax-related matters.\n, • Assist with IRS and state tax inquiries, audits, and other tax matters as needed.\n, • Prepare clear, well-organized written analyses and memoranda for senior leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced tax degree preferred.\n, • Minimum of 8 years of progressive tax experience.\n, • Strong experience with S-Corporations and C-Corporations, including both domestic and international tax matters.\n, • Experience in a private company, family office, closely held business, investment organization, or public accounting environment is highly desirable.\n, • Strong technical tax knowledge with the ability to research and analyze complex issues independently.\n, • Experience with tax forecasting, modeling, and planning.\n, • Excellent written and verbal communication skills. Strong reading comprehension and the ability to clearly articulate complex tax matters are particularly important. Candidates will be asked to provide a writing sample as part of the interview process.\n, • Highly organized, detail-oriented, and able to manage multiple priorities.\n, • Proactive, resourceful, and comfortable taking ownership of projects rather than simply executing assigned tasks.\n, • Knowledge of trusts, estates, and high-net-worth individual taxation is a plus.\n\n \n Work Environment & Benefits \n\n • 5 days per week in the Midtown Manhattan office (Summer Fridays from May to August)\n, • Standard business hours, generally 9:00 AM–5:00 PM\n, • No regular weekend work\n, • Individual private office for employees\n, • Fully paid health insurance\n, • Complimentary lunch\n, • 401(k) employer match\n, • Stable, long-term environment with significant opportunity for increased responsibility and career progression\n

Jefferies Wealth Fixed Income Execution Desk \n Middle Office/Trading Assistant/Business Analyst \n \n Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. \n \n Jefferies Fixed Income Execution Desk facilitates client orders on a riskless basis functioning across all fixed income products, seeking best execution to fill client orders. The desk is responsible for the full life cycle of transactions from trade to settlement. \n \n Job Description: Candidate will focus on fixed income operational functions, learning all aspects and roles on the Fixed Income Execution Desk. Candidate will be responsible for complete trade life cycle from booking to settlement including regulatory requirements such as TRACE/MSRB reporting, best execution, and prevailing market price. The role includes assisting the team with communicating market color/context and opportunities. \n \n Primary areas of Responsibilities: \n\n • Support Financial Advisor teams from pre to post transaction\n, • Confirming and matching all fixed income transactions versus street counterparties\n, • Regulatory checks at start and end of each trading day\n, • Monitory of TRACE and MSRB web sights\n, • Business analysis\n, • Facilitating client fixed income orders\n\n Qualifications: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field preferred\n, • Advanced skills in Microsoft Excel, Word, and PowerPoint\n, • Strong quantitative, analytical, and critical thinking skills\n, • Excellent time management and the ability to prioritize workflow\n, • 2-4 years of related in financial services experience\n, • Effective communication skills\n, • Experience with Pershing Netx360, Bloomberg\n, • Series 7, 63 and 66\n, • Spanish and or Portuguese helpful\n\n \n About Us \n Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Our client is a top company in the insurance and financial services space. They are seeking a Business Analyst - Process Design & Documentation for their team on a temporary basis. \n \n This role provides business analysis capacity for that work. The analyst works with operations owners across six workstreams to map the new and changed process flows, draft the procedures and playbooks that go with them, and keep the deliverable register current as decisions land. The work is documentation-led rather than advisory, and it is the record the operations teams will run the fund from once it is live. \n Key responsibilities \n Process mapping and documentation \n\n • Work with workstream owners to map new and changed process flows end to end, including the split of activity between Client and the fund administrator.\n, • Capture control points, handoffs, exception paths and system touchpoints in each flow, and identify where a step has no clear owner.\n, • Help draft operating procedures, desk procedures and playbooks in the team’s templates, and take each one through review with the operations owner.\n, • Keep the documentation set consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation.\n, • Maintain version control so that the current state of each artifact is clear to the team at any point.\n\n Requirements, decisions and tracking \n\n • Help maintain the operational deliverable register, tracking status, owner and open items across workstreams.\n, • Capture requirements, decisions and open questions from working sessions, and turn them into clear written follow-ups that move items to closure.\n, • Support the drafting of RACI and service level definitions alongside the subject matter experts and workstream owners.\n, • Prepare materials for working group and program reviews, working to the existing reporting cadence.\n\n Workshops and stakeholder support \n\n • Prepare, help facilitate and document working sessions with operations, finance, data and technology partners.\n, • Follow up on open items between sessions, and flag risks to the Nov. 1 readiness date early rather than late.\n, • Help document data requirements and lineage for compliance and waterfall testing, rating agency reporting, and periodic reporting.\n\n Standard of completion \n Two tests apply to everything produced in this engagement. \n\n • Each process flow and procedure is developed and validated with the Client operations person who will do the job.\n, • The documentation set is consistent enough in template and terminology that the operations teams can maintain it after go-live without rework.\n, • A document that has not been walked through with the person who will own the process is not complete.\n\n \n Qualifications: \n \n Required \n\n • 5+ years as a business analyst in asset management, insurance investment, banking, or in consulting to those firms.\n, • Demonstrated process mapping experience, including swimlane and cross-functional flows that went into production use rather than staying in a deck.\n, • Track record writing operating procedures or desk procedures that the people doing the work actually used.\n, • Strong requirements elicitation skills, with experience drawing detail out of operations subject matter experts who are busy.\n, • Proficient with Visio, Lucidchart or an equivalent process mapping tool, and with Word, Excel and PowerPoint.\n, • Able to carry several workstreams at once against a fixed date, and to work with incomplete information without stalling.\n, • Highly effective collaborator who writes clearly, asks rather than assumes, and raises issues constructively.\n\n Preferred \n\n • Investment operations exposure across loans, private credit, fund administration or IBOR and ABOR environments.\n, • Prior experience documenting an outsourced service relationship with a fund administrator, custodian or transfer agent.\n, • Fund launch or platform implementation experience with a hard external date.\n, • Experience with a deliverable register or program tooling such as Jira, Confluence or Smartsheet.\n, • Familiarity with AI tools such as Claude, ChatGPT or Gemini, applied to drafting documentation and synthesizing complex material.\n\n

We’re seeking an experienced Axiom Business Analyst with strong functional knowledge of AxiomSL (ControllerView) and regulatory reporting, specifically FR 2052a and FR Y-15. \n This role will focus on conducting a comprehensive GAP analysis of the current data environment against regulatory reporting requirements, identifying data deficiencies, defining sourcing requirements, and providing guidance around data mapping and transformation. \n \n Key Responsibilities: \n\n • Conduct “as-is” vs. “to-be” data analysis and identify missing fields, granularity issues, and data quality gaps\n, • Partner with Finance stakeholders to understand business processes and financial products\n, • Define data sourcing requirements across transactional, counterparty, collateral, and balance sheet data\n, • Translate complex Federal Reserve reporting requirements into clear BRDs and FRDs\n, • Develop detailed data mapping specifications from source systems into the Axiom ODS and consolidated data model\n, • Partner with data architects and upstream system teams to address data sourcing and transformation requirements\n, • Provide strategic guidance and drive regulatory reporting initiatives through completion\n\n Qualifications: \n\n • 10+ years of Business Analyst experience within Corporate & Investment Banking (CIB)\n, • Hands-on experience with AxiomSL / ControllerView\n, • Proven experience with at least one full lifecycle implementation of FR 2052a and/or FR Y-15 at a major banking institution\n, • Strong understanding of financial products and regulatory reporting data\n, • Experience conducting data gap analysis, data mapping, and data sourcing\n, • Proficiency with SQL, Power BI, and large data sets\n, • Strong analytical, problem-solving, and stakeholder management skills\n, • Bachelor’s degree in Computer Science, IT, Finance, Accounting, or a related field\n

Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSXY) since being acquired in December 2022, is seeking a data-driven, strategic Digital Media Senior Performance Marketing Analyst to own measurement and performance analytics across our paid marketing ecosystem. This role will establish the analytical foundation used to evaluate marketing effectiveness, optimize investment, and understand the incremental impact of paid media on customer acquisition and long-term business growth. \n You will connect platform performance, attribution, experimentation, customer lifetime value, and broader business performance to provide Marketing leadership with a clear and actionable view of where and how we should invest. \n \n Responsibilities: \n Performance Analytics & Executive Reporting: \n\n • Own end-to-end performance measurement across paid channels, including Meta, Google, TikTok, Affiliate, and emerging platforms, maintaining clear visibility into spend, revenue, ROAS, CAC, new customer acquisition, and overall business impact.\n, • Build and maintain daily, weekly, and monthly dashboards, scorecards, and executive reporting for Marketing leadership and Finance.\n, • Deeply analyze channel, campaign, audience, and creative performance; identify drivers of growth and efficiency; and translate insights into clear recommendations for media allocation, optimization, and investment trade-offs.\n, • Partner with Marketing and Finance on budgeting, forecasting, spend pacing, scenario planning, and monthly target setting, providing an analytical point of view on investment opportunities and risks.\n\n \n Measurement Infrastructure & Data Quality: \n\n • Define and maintain centralized paid media KPI definitions, measurement logic, and standardized reporting frameworks across Marketing, Analytics, and BI.\n, • Partner with Data Engineering and BI teams to ensure seamless data ingestion, including integrations such as Adverity into BigQuery, streamline onboarding of new channels and data sources, and continuously improve reporting infrastructure, data quality, and reliability.\n, • Identify gaps or inconsistencies in marketing data and reporting, and drive solutions that improve confidence, speed, and consistency in decision-making.\n\n \n Marketing Measurement, Attribution & Experimentation: \n\n • Design, execute, document, and interpret incrementality tests, lift studies, A/B experiments, and custom experimentation frameworks across paid media channels.\n, • Synthesize incrementality testing, attribution models, GA4, platform-reported performance, post-purchase surveys, and internal customer and transaction data to develop a triangulated view of marketing effectiveness.\n, • Develop or support modern marketing measurement frameworks that combine experimentation, attribution, and Marketing Mix Modeling, clearly articulating the strengths, limitations, and appropriate use cases of each methodology.\n, • Translate measurement results into clear recommendations on channel effectiveness, marginal investment, scaling opportunities, and areas of diminishing return.\n\n \n Customer & Cross-Functional Insights: \n\n • Analyze new customer acquisition quality, customer lifetime value, and channel contribution within our evolving business model.\n, • Develop analytical frameworks to evaluate customer acquisition beyond first-order economics, including cohort quality, repeat behavior, retention, contribution margin, and LTV by acquisition source.\n, • Partner with CRM, Loyalty, and broader Marketing Analytics teams to connect customer acquisition, retention, and customer lifetime value.\n, • Translate complex analytical findings into clear, actionable recommendations for Marketing leadership and cross-functional partners.\n, • Help establish a holistic view of customer growth by connecting media investment decisions to downstream customer value and long-term business performance.\n\n \n Qualifications: \n\n • 3–5+ years of experience in performance marketing analytics, digital media analytics, marketing science, or a closely related field.\n, • Demonstrated experience translating analytical insights into media optimization and investment recommendations.\n, • Experience partnering cross-functionally with Marketing, Finance, BI, Data Engineering, or related teams.\n, • Advanced experience with Google Analytics 4 and ad platform analytics, including Meta Ads Manager, Google Ads, and TikTok Ads.\n, • Advanced SQL skills, including the ability to independently query, join, transform, and analyze large-scale customer, transaction, and marketing datasets.\n, • Proficiency working in cloud data warehouses such as BigQuery or Snowflake.\n, • Familiarity with data integration and marketing data pipelines, including platforms such as Adverity.\n, • Demonstrated hands-on experience with BI and visualization tools such as Looker Studio, Tableau, or Power BI.\n, • Advanced Excel skills and strong quantitative problem-solving capabilities.\n, • Strong expertise in designing and analyzing incrementality tests, lift studies, and A/B experiments.\n, • Proven experience interpreting Marketing Mix Models and understanding their role within a broader measurement framework.\n, • Strong understanding of attribution methodologies and the limitations of platform-reported and multi-touch attribution.\n, • Ability to integrate multiple measurement methodologies to develop a balanced, evidence-based view of marketing effectiveness.\n, • Experience working within e-commerce, retail, subscription, or digitally led consumer business models.\n, • Experience analyzing customer acquisition economics, cohort performance, retention, or lifetime value.\n, • Degree in Data Analytics, Statistics, Economics, Marketing, Business, or another quantitative field.\n, • Ability and willingness to work on-site at our office in Tribeca 3 days per week.\n\n

Compliance Counsel, \n \n This role will serve as a key member of a collaborative Legal and Compliance team, advising investment and business professionals on a broad range of regulatory, compliance, and governance matters. \n \n The successful candidate will combine strong legal training with practical compliance experience, sound judgment, and the ability to manage complex priorities in a fast-moving environment. \n \n Key Responsibilities \n\n • Advise investment professionals and other stakeholders on day-to-day compliance matters, with particular attention to private credit and corporate fixed-income strategies.\n, • Partner with senior Legal and Compliance colleagues on matters involving the SEC, CFTC, ERISA requirements, and applicable U.S. state, federal, and international securities regulations.\n, • Own the continued development and administration of the compliance program, including policies, procedures, controls, training, and the annual review required under Rule 206(4)-7.\n, • Lead the compliance response for investor due diligence questionnaires, marketing reviews, and other information requests from clients or prospective investors.\n, • Draft and review investor disclosures, internal guidance, business communications, and memoranda supporting the implementation of compliance requirements.\n, • Coordinate regulatory inquiries and examinations, including document production, management of responses, and mock-exam preparation with outside advisers and counsel.\n, • Track legal and regulatory developments, assess their business impact, and work with internal and external partners to implement appropriate changes, including those related to sustainability requirements.\n, • Prepare clear compliance reporting and updates for investment teams, business leaders, and senior management.\n, • Collaborate across investment, marketing, finance, operations, and middle-office functions to provide practical, risk-based guidance and support business initiatives.\n\n Qualifications \n\n • Juris Doctor degree and admission to at least one U.S. state bar.\n, • At least five years of relevant experience spanning law-firm practice and an in-house compliance role; experience with a credit-oriented investment platform or regulatory advisory firm is preferred.\n, • Prior law-firm experience is required, ideally within an investment-management, fund-formation, or financial-regulatory practice.\n, • Strong knowledge of U.S. and international regulatory expectations, industry practices, and effective risk communication.\n, • Excellent legal drafting, written communication, and presentation skills, with the ability to translate technical requirements into practical guidance.\n, • Demonstrated ability to take initiative, independently drive projects from inception through completion, and exercise sound judgment in unfamiliar situations.\n, • Collaborative and hands-on working style, with the interpersonal flexibility to build productive relationships across varied functions and personalities.\n, • Composed and reliable under pressure, with comfort operating through ambiguity, competing priorities, and tight deadlines.\n, • Independent, analytical thinker who is equally comfortable working autonomously and contributing to a highly integrated team.\n, • Willingness to address a broad and evolving range of legal and compliance matters in a demanding, fast-paced setting.\n\n

Location: Queens, New York | Job Type: Full-Time \n \n Why This Role \n This is a seat for someone who's spent their career on the deal or advisory side of infrastructure and wants to move to the other side of the table, inside the asset, owning the long-term economics of a $4B terminal instead of advising on one from outside. You'd own the concession and airline revenue models that actually run this business, not just model them for a pitch or a close. \n \n Position Overview \n This role reports to the Director of Finance and owns the company's long-term operating model, built on 30-50 year DCF and concession style projections across airline and concession agreements. This is a strategic finance and investment oriented seat, not a routine FP&A role: it's built for someone who can translate contract terms, capital structures, and operational drivers directly into financial outcomes, and who's comfortable moving fluidly across finance, commercial, and operations to get there. \n \n Core Responsibilities \n\n • Own and maintain the long-term operating model, including multi-decade DCF projections, ensuring accuracy and transparency of assumptions and outputs\n, • Translate contractual, operational, and capital structure changes into model updates and forecasts\n, • Run scenario and sensitivity analysis across traffic, revenue, cost, and capital assumptions to support strategic and investment decisions\n, • Analyze airline and commercial agreements including rate structures, pricing mechanisms, concession terms against defined KPIs\n, • Track and forecast enplanements, capacity, and airline mix\n, • Develop investment-grade business cases evaluating airline and commercial partners; deliver dashboards and performance analysis to leadership\n, • Partner directly with Commercial and Operations leadership on contract structuring and performance improvement, not from behind a deck\n, • Maintain alignment between the operating model, forecasts, and actual financial results with FP&A and Accounting\n\n \n What We're Looking For \n\n • 4-8 years of experience in infrastructure advisory, project finance, infrastructure investing/asset management, or a strategic finance team at an infrastructure developer, operator, or investor\n, • Strong expertise in long-term (30-50 year) DCF and operating model construction, not just periodic budgeting or forecasting\n, • Background at an infrastructure advisory practice, an infrastructure investor/asset manager, a project finance bank, or an airport/transportation infrastructure operator\n, • Demonstrated ability to translate contracts and operational drivers directly into financial outcomes, not just model outputs someone else interprets\n, • Genuinely comfortable operating across finance, commercial, and operations, not purely deal execution from behind a desk\n, • Advanced Excel required; SQL, Power BI, or Solver a plus\n, • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field\n\n \n Additional Details \n\n • Hybrid, based in Queens, NY. Full-time\n\n

We are \n At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 16,400+, and has 60 offices in 20 countries within key global markets. \n \n Our challenge \n We are looking for a Data Analyst to support our Investment Banking (IB) Reporting team, primarily working on data migration and reconciliation projects. \n \n Additional Information* \n The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within New York City is $140k - $160k/year & benefits (see below). \n \n Key Requirements: \n\n • Strong data understanding and analysis skills\n, • Experience in BI reporting and analytics (Power BI, Cognos, etc.)\n, • Hands on experience in Data Warehousing and Snowflake.\n, • Hands on experience with Automation Testing.\n, • Hands-on experience in data migration and reconciliation\n, • Good knowledge of SQL and data validation\n, • Exposure to automation initiatives / process improvements\n, • Strong communication skills and a proactive approach\n\n Role Highlights: \n\n • Work on migration from legacy reporting platforms to modern systems\n, • Perform data reconciliation and ensure data accuracy\n, • Support dashboarding and reporting needs\n, • Drive improvements through automation and efficiency initiatives\n, • Relevant experience in Investment Banking / Financial Services is reqd.\n\n \n We offer: \n\n • A highly competitive compensation and benefits package.\n, • A multinational organization with 58 offices in 22 countries and the possibility to work abroad.\n, • 10 days of paid annual leave (plus sick leave and national holidays).\n, • Maternity & paternity leave plans.\n, • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region).\n, • Retirement savings plans.\n, • A higher education certification policy.\n, • Commuter benefits (varies by region).\n, • Extensive training opportunities, focused on skills, substantive knowledge, and personal development.\n, • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses.\n, • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups.\n, • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms.\n, • A flat and approachable organization.\n, • A truly diverse, fun-loving, and global work culture.\n\n \n S YNECHRON’S DIVERSITY & INCLUSION STATEMENT \n Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. \n All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Managing Director – Software M&A Investment Banking \n Location: New York, NY \n Industry: Investment Banking / Software & Technology \n Firm: Middle-Market Investment Bank \n Employment Type: Full-Time \n \n About the Firm \n \n We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises. \n \n We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice. \n \n Position Overview \n \n The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions. \n \n The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors. \n \n This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise. \n \n Key Responsibilities \n Business Development & Origination \n\n • Develop and execute a strategy to expand the firm's software M&A advisory business.\n, • Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development.\n, • Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers.\n, • Identify companies and situations that may represent attractive M&A or financing opportunities.\n, • Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials.\n, • Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses.\n, • Develop and maintain a robust pipeline of prospective transactions.\n\n Transaction Leadership \n\n • Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements.\n, • Lead transactions from initial client discussions and mandate through closing.\n, • Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution.\n, • Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics.\n, • Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties.\n, • Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team.\n\n Team Leadership & Development \n\n • Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team.\n, • Provide strategic direction and oversight on transaction execution.\n, • Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials.\n, • Recruit, develop, and retain high-performing investment banking professionals.\n, • Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice.\n\n Market & Industry Expertise \n\n • Maintain deep knowledge of the software and technology M&A landscape.\n, • Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software.\n, • Develop differentiated perspectives and insights that can be used to advise clients and generate new business.\n, • Cultivate relationships with strategic and financial buyers to expand the firm's transaction network.\n\n Qualifications \n\n • 12+ years of investment banking experience, with significant experience at the senior banker level.\n, • Extensive experience advising software and technology companies on M&A and/or capital markets transactions.\n, • Demonstrated track record of originating and closing middle-market transactions.\n, • Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants.\n, • Proven ability to independently generate and develop investment banking business.\n, • Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors.\n, • Exceptional financial, valuation, transaction structuring, and analytical skills.\n, • Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing.\n, • Excellent written, verbal, presentation, and interpersonal communication skills.\n, • Demonstrated ability to lead and develop junior investment banking professionals.\n, • Bachelor's degree required; MBA or other advanced degree preferred.\n\n \n Preferred Experience \n Candidates with the following experience are particularly encouraged to apply: \n\n • Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm.\n, • Significant experience executing transactions in the $50 million–$500 million+ enterprise value range.\n, • A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors.\n, • Experience working with founder-owned and/or sponsor-backed software companies.\n, • Experience leading sell-side M&A transactions.\n, • Experience with cross-border software transactions is a plus.\n, • Existing software-sector franchise or demonstrated ability to build one.\n\n Compensation \n Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation, commensurate with experience, transaction production, and business development success. \n What We Offer \n\n • Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise.\n, • Meaningful autonomy and responsibility in business development and client relationships.\n, • Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers.\n, • Entrepreneurial environment with significant upside for successful senior bankers.\n, • Opportunity to lead high-profile M&A and strategic advisory transactions.\n, • Collaborative team environment with experienced investment banking professionals.\n\n \n

SH Hotels & Resorts, an affiliate of global private investment firm Starwood Capital Group, is a hotel brand management company that operates 1 Hotels, Baccarat Hotels, Treehouse Hotels, and SH Collection properties. Leveraging its marketing, design, operational, and technological expertise, SH is the force behind some of the most groundbreaking and dynamic hotel brands in the world. \n The Revenue team for SH Hotels & Resorts is a group of driven problem solvers, the brightest of the bright who make it easy for everyone else to understand the daily operations of our hotel and its financial impacts. We are currently seeking a Director of Revenue Management. The Director of Revenue Management is responsible for developing and executing the hotel's comprehensive revenue strategy to maximize revenue, profitability, and long-term asset value while preserving the property's luxury positioning and guest experience. As a key member of the hotel's Commercial Leadership team, the Director of Revenue Management leads pricing, inventory, distribution, forecasting, and business mix strategies across all market segments, ensuring alignment with the hotel's commercial objectives and financial goals. \n Leveraging data analytics, market intelligence, and forward-looking demand insights, the Director of Revenue Management identifies revenue opportunities, anticipates market trends, and translates complex data into strategic recommendations that support decision-making by hotel leadership, ownership, and home office partners. The role is accountable for forecasting accuracy, revenue optimization, pricing strategy, distribution performance, and market share growth, while ensuring disciplined execution across all commercial channels. \n Working in close partnership with Sales, Marketing, Operations, Finance and Area Director of Revenue, the Director of Revenue helps shape and execute an integrated commercial strategy that drives total hotel performance. The role serves as a trusted advisor to the General Manager and Area Director of Revenue, presenting performance results, business risks, and strategic opportunities while influencing key commercial decisions that support both short- and long-term objectives. \n \n \n About you... \n Four-year college degree or equivalent combination of education and experience; or a min of 6 years similar experience in this or similar role. \n Prior experience and strong understanding of hospitality revenue management preferred. \n Experience with hotel property management systems, reservation systems and revenue management systems to forecast and implement optimal strategies preferred. \n Strong expertise in on demand trends and market conditions with ability to translate into revenue management strategies used to realize the maximum amount of revenue for the property. \n Comfortable with presenting strategy recommendations to Executive teams \n Flexible and willing to meet the demands of a 24-hour operation

The Role \n This is a front-office investment management and origination role on the Capital Markets team and is a great role for someone looking to play a leadership role at a fast-growing PE-backed business. You'll be instrumental in supporting the growth of our business, financing distributed energy assets, focusing primarily on batteries and microgrids. \n \n This role will work full-time in our New York office in the Union Square area. \n \n What we offer: \n\n • Opportunity to join a top-notch team of professionals\n, • Fantastic team environment and collaborative culture\n, • Competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching\n\n \n Core Responsibilities: \n\n • The candidate will play a key role leading the origination, structuring, and management of various debt, tax equity, and tax credit transfer facilities\n, • The candidate will be responsible for the implementation of new project development and capital markets transactions in the financial model\n, • The candidate must be comfortable implementing the relevant terms of the Inflation Reduction Act and One Big Beautiful Bill Act\n, • Manage and train the junior members of the Capital Markets team\n, • Act as a trusted partner to internal and external teams, including legal, accounting, project managers, bankers, tax equity investors, etc\n, • Maintain positive and effective business relationships internally across Scale’s broader business\n, • Proactively engage with senior leadership on investment issues and business innovation, and their impact on overall business strategy\n\n \n The Ideal Candidate: \n For you to be successful in the role, you should have: \n\n • 8+ years of experience financing or investing in infrastructure or renewable energy projects, including distributed generation\n, • 3+ years of experience managing analyst or associate-level financial professionals in a “deal team” structure\n, • Bachelor's degree (preferably in Finance, Economics, Mathematics, or Engineering); MBA or CFA preferred\n, • Demonstrated financial modeling competency to evaluate different capital structures across the various debt markets (development capital, commercial bank financing, leveraged finance, mezzanine / Holdco debt)\n, • Experience leading the negotiating, closing, and documenting of debt and tax equity financings\n, • Experience developing and auditing complex financial models\n, • Demonstrated experience originating transaction opportunities\n, • Working knowledge of off-take arrangements for distributed energy\n, • Experience conducting project/portfolio due diligence and managing third-party consultants and transaction counsel\n, • Strong interpersonal skills and ability to effectively communicate information and strategic goals to non-financial people\n, • Proactive and forward-thinking attitude, creative problem-solving ability, and the ability to “manage up”\n, • Strong understanding of technical/commercial terms and their impact on projects\n\n \n Company Culture: \n This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: \n\n • Do the Right Thing\n, • Act Like an Owner\n, • Hustle\n, • Demand Results\n, • Go Together\n, • Evolve or Disappear\n\n \n About Scale Microgrids \n Scale is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. \n \n Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets.To learn more about Scale Microgrids, please visit https://www.scalemicrogrids.com. \n \n About EQT \n EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit https://eqtgroup.com. \n \n Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. \n

Job Description LEAD FIDUCIARY COMPLIANCE SPECIALIST WHAT IS THE OPPORTUNITY? The Lead Bank Fiduciary Compliance Specialist supports the execution, oversight, and continuous improvement of compliance programs within Wealth Management with specific focus on OCC 12 CFR 9 Fiduciary Activities and state fiduciary regulations including Delaware. This role partners closely with Compliance Officers and business stakeholders to ensure alignment with regulatory requirements while enhancing operational efficiency across functions. The position is responsible for monitoring compliance activities, supporting risk assessments and testing efforts, and contributing to the development and implementation of policies, procedures, and governance frameworks. In addition, the role serves as a liaison between compliance and business teams to identify process improvements, drive consistency in execution, and support business initiatives within a controlled and compliant environment. WHAT WILL YOU DO? • Support the execution and ongoing enhancement of Wealth Management compliance programs, ensuring alignment with regulatory requirements and internal policies with specific focus on OCC 12 CFR 9 fiduciary compliance program requirements., • Monitor, analyze, and escalate compliance risks and issues, including client activity and regulatory exposure, • Partner with Compliance Officers and business stakeholders to support risk assessments, compliance testing, and monitoring activities, • Track and report on compliance testing results, open issues, and remediation efforts, • Act as a liaison between compliance and business units to ensure consistent interpretation and application of policies and regulatory requirements, • Contribute to the development, implementation, and maintenance of compliance policies, procedures, and governance frameworks, • Support regulatory and internal reporting requirements, including documentation of testing and monitoring activities, • Identify opportunities to enhance compliance processes and operational workflows; support implementation of improvements, • Assist in evaluating business unit activities, new products, and services to ensure compliance with applicable laws and regulations, • Support exam management activities and interactions with regulatory agencies, including preparation and follow-up, • Monitor and track compliance training and continuing education requirements, • Analyze compliance program effectiveness and support standardization efforts across functions, • Provide guidance to internal stakeholders by interpreting regulatory requirements within WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • 7 years of experience in banking, wealth management, compliance, or risk management, • 5 -7 years of experience supporting compliance programs, regulatory requirements, or operational risk activities, • Exposure to compliance testing, monitoring, reporting, or policy implementation Additional Qualifications • Experience in Wealth Management or Trust & Fiduciary compliance, • Familiarity with compliance risk management systems or frameworks, • Relevant certification (e.g., CRCM) or progress toward certification preferred, • Strong understanding of banking regulations, compliance frameworks, and risk management principles, • Working knowledge of Wealth Management, Trust & Fiduciary, or investment-related compliance environments, • Ability to interpret and apply regulatory requirements to business processes, • Experience supporting compliance testing, monitoring, and issue remediation, • Strong analytical and problem-solving skills, • Excellent organization and time management skills, • Strong written and verbal communication skills across all levels, • Ability to identify process improvement opportunities and support implementation, • Experience working cross-functionally between compliance and business teams, • Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), • Experience supporting regulatory exams or audits preferred WHAT'S IN IT FOR YOU? Compensation Starting base salary: $160,000 - $240,000 per year in NYC. Starting base salary: $140,000 – $230,000 per year in MN and Charlotte. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR

What You Will Do \n  Develop, maintain, and enhance detailed bottom-up U.S. natural gas supply and demand models covering \n the Lower 48. \n  Produce weekly, monthly, seasonal, and multi-year natural gas market forecasts. \n  Analyze production, demand, LNG exports, storage, power burn, industrial demand, and weather-driven \n consumption trends. \n  Build and maintain regional supply and demand models with particular focus on Texas, the Gulf Coast, \n Appalachia, and East Coast markets. \n  Track and analyze interstate pipeline flows, transportation constraints, maintenance events, and \n infrastructure expansions. \n  Reconcile modeled balances against EIA data releases and develop insights regarding market divergences \n and trends. \n  Produce detailed market commentary and actionable research for the trading desk. \n  Monitor evolving market fundamentals and identify opportunities arising from regional imbalances and \n structural market shifts. \n  Develop and maintain 2-3 year forward market outlooks incorporating infrastructure projects, production \n trends, demand growth, and regulatory developments. \n  Partner closely with traders, risk managers, and portfolio managers to support trading decisions and \n portfolio positioning. \n  Present supply and demand views, key assumptions, and market outlooks to senior leadership and \n investment professionals. \n We Want You On Our Team Because You... \n  Have strong expertise in U.S. natural gas market fundamentals. \n  Are fluent in constructing and maintaining bottom-up supply and demand models. \n  Understand regional gas market dynamics, particularly in Texas, Appalachia, the Gulf Coast, and East \n Coast markets. \n  Have experience analyzing interstate pipeline flows, transportation constraints, and storage economics. \n  Can reconcile fundamental balances to EIA data and explain variances. \n  Are comfortable translating large data sets into clear, actionable market views. \n  Possess strong quantitative, analytical, and problem-solving skills. \n  Communicate complex market dynamics clearly to both technical and commercial audiences. \n  Thrive in a fast-paced trading environment where timely insights directly impact trading decisions. \n Ideally, You Have \n  5-10+ years of experience in natural gas market analysis, commodity research, physical trading, or energy \n consulting. \n  Experience supporting a proprietary trading desk, natural gas marketing group, producer, utility, merchant \n energy company, or hedge fund. \n  Advanced Excel modeling skills and experience working with large market datasets. \n  Familiarity with pipeline flow data, EIA reporting, LNG market fundamentals, and storage analytics. \n  Experience developing medium-term market forecasts (2-3 years forward). \n  Knowledge of power market fundamentals and gas-to-power relationships. \n  Experience with data visualization, statistical analysis, or programming tools such as Python, SQL, or \n similar platforms.

Company Overview \n Midea is one of the world’s largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim high, put the customer first, transform and innovate the marketplace, utilizing our commitment, dedication, inclusion and partnership with our teams. We are a global company with over 150,000 employees and operations in more than 195 countries. As a publicly listed company, we are also ranked #245 as a Fortune Global 500 company and offers one of the most comprehensive ranges in the home appliance industry. Midea America is a subsidiary of Midea with over 200 employees in the US and we are expanding our presence in North America. \n \n Job Summary \n The Assistant Manager, Marketing Finance serves as the finance business partner for Brand Marketing and Trade Marketing within the Home Appliance business. This role is responsible for leading financial planning, forecasting, investment analysis, and performance management of brand marketing and trade marketing spend across product categories, channels, and key retail customers. \n \n The position will provide strategic financial insights to optimize marketing investments, enhance marketing effectiveness, improve ROI, and support profitable growth. The Assistant Manager will work closely with Marketing, Sales, Product Management, and senior leadership teams to drive data-driven decision-making and financial accountability. \n \n Essential Job Responsibilities \n\n • Lead annual operating plan (AOP), quarterly forecasts, and long-range planning processes for Brand Marketing and Trade Marketing investments.\n, • Develop and maintain monthly marketing spend forecasts by brand, category, campaign, customer, and channels.\n, • Monitor and track Brand and Trade marketing spending against financial targets weekly and monthly.\n, • Partner with the marketing, product and sales teams to evaluate retail trade marketing/promotions and co-op advertising funds.\n, • Vendor Selection & RFPs: Direct the financial vetting and request-for-proposal (RFP) processes for creative, media-buying, and digital marketing agencies.\n, • Evaluate vendor rate cards, fee structures, and service-level agreements (SLAs) to guarantee cost-efficiency and alignment with corporate finance standards.\n, • Partner with the brand marketing team to build quantitative scorecards assessing agency performance against key metrics like media reach, lead generation, and cost-per-acquisition.\n, • Audit agency media spend and invoice compliance to ensure zero variance between media plans/contracts and actual billing.\n, • Analyze historical vendor performance data to provide "renew or replace" recommendations ahead of annual contract expirations.\n, • Measure the return on investment for major marketing campaigns and product launches.\n, • Analyze retail pricing strategies, customer profitability, and market share trends.\n, • Build financial models to evaluate various marketing strategies and activities.\n, • Prepare variance reports and present financial insights to senior leadership.\n, • Other ad-hoc financial analyses for business stakeholders.\n\n \n Qualifications \n\n • Bachelor’s degree in Finance, Accounting, Economics, or related field\n, • 3–5 years of financial analysis experience\n, • Strong skills in Excel, financial modeling, and data visualization tools\n, • Ability to interpret financial data and communicate insights clearly to non-finance teams\n, • Detail-oriented with strong organizational skills\n, • Strong collaboration and interpersonal skills\n, • Experience in consumer goods, retail, or the home appliance sector is a plus\n, • Ability to manage multiple priorities in a fast-paced environment\n\n \n Disclaimer \n This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice. \n EEO Statement \n We are an equal opportunity employer and value diversity. All employment is decided based on qualifications, merit, and business need.

Our client, a multi-billion dollar growing private wealth manager with offices in NYC and CT, is seeking an Equities Portfolio Manager to add to their growing team. This is a senior investment professional who works closely with the broader equities team, client advisory teams and senior leadership on managing new and existing client portfolios. This role combines hands-on investment judgment, active portfolio management in a long term, high quality business model framework, and the ability to clearly explain specific equity research and recommendations. Being able to articulate the firm's investment philosophy as well as macro market views to clients, advisors, and internal partners will be essential. \n \n Location: NYC or CT \n \n Key Responsibilities: \n Equities Expertise \n\n • Research individual equities, sectors, and market trends to choose specific stock investments that fit a client's risk tolerance\n, • Tailor equity strategies around individual tax situations, liquidity needs, and long-term financial goals\n, • Adjust asset weights and rebalance holdings at regular intervals to maintain target risk-and-return profiles\n\n Client Engagement \n\n • Help clients and advisors understand portfolio positioning, market conditions, and the role of equities within broader client objectives\n, • Support the development of portfolio commentary, client letters, and marketing\n, • materials, particularly during periods of market volatility\n, • Participate in client and prospect meetings\n\n Team Collaboration \n\n • Work alongside client advisory and other internal teams to explain market performance and strategy shifts to clients\n, • Contribute equities perspective to investment discussions in coordination with the firm’s senior leaders and Investment Committee\n, • Collaborate with trading, operations, compliance, and risk teams to support effective implementation, monitoring, and oversight\n\n Requirements: \n\n • 15-20 years of work experience with a demonstrable equities track record within a wealth management or multi-family office environment with a long-term compounding, quality bias\n, • CFA designation and/or advanced degree\n, • Passionate about working in wealth management\n\n

Lenmar is seeking an experienced Financial Reporting Analyst to help us support the Investment Management division of our global financial services client. This is a 12-month contract to start, with the potential to be extended long term and is hybrid (3 days per week) out of their midtown Manhattan location. Pay rate is $51.86/hr. W2. \n \n -Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required \n \n -Experience with systems such as Aladdin, FactSet, B-One, preferred. \n \n Financial Reporting / Performance Operations Analyst \n \n The Performance Operations Analyst will work within the Investment Management Operations Performance team supporting a broad range of investment strategies, products, and asset classes. The Performance Operations team is responsible for the accurate, timely, and complete calculation, validation, and reporting of portfolio and benchmark performance results for institutional clients and mutual funds. \n \n This individual will be part of a global team based in the New York office working alongside colleagues across North America and India. The team works closely with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to support performance measurement and reporting activities. The analyst will gain exposure to performance calculations, benchmark administration, quality control processes, reporting requirements, and operational initiatives while developing strong relationships across the organization. \n \n Responsibilities: \n -Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks. \n -Perform quality control reviews and investigate performance, benchmark, and data exceptions. \n -Assist with benchmark setup, maintenance, and monitoring activities. \n -Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting. \n -Support regulatory, board, client, and management reporting requirements. \n -Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution. \n -Produce recurring and ad hoc reporting for business partners and stakeholders. \n -Assist in developing and maintaining operational controls, procedures, and audit support -documentation. \n -Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies. \n -Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery. \n Any other duties as assigned. \n \n Qualifications: \n -Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline. \n -Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus. \n -Understanding of investment products including equities, fixed income, derivatives, and alternative investments. \n -Strong analytical and problem-solving skills with a high degree of organization and attention to detail. \n -Proficiency with Microsoft Office applications including Excel, Word, and Outlook. \n -Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro, or similar systems is preferred. \n -Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus. \n -Excellent verbal and written communication skills, professional maturity, and sound business judgment. \n -Ability to work independently, manage competing priorities, and escalate issues as appropriate. \n -Strong client service focus and ability to build relationships across multiple teams and stakeholders

Responsibilities will include, but are not limited to: \n  Supporting the maintenance and day-to-day operations of the portfolio monitoring platform. \n o Streamlining the collection of portfolio company data using portfolio company reporting packages and \n deal team models. \n o Reviewing and validating data quality, identifying gaps, and helping to implement solutions to \n strengthen data integrity. \n o Partnering with sector leads on monthly and quarterly reporting cycles, mapping company data into the \n monitoring system and aligning outputs with firm-wide reporting needs. \n o Developing subject-matter expertise across assigned sectors, serving as a key liaison with deal teams on \n reporting, data collection, and internal monitoring. \n  Partnering with cross-functional teams to design and implement effective data collection processes. \n  Contributing to projects and special initiatives, providing data-driven support to team leadership and cross functional stakeholders. \n  Supporting the timely and accurate completion of ad-hoc deliverables related to Limited Partner or internal \n requests. \n Qualifications \n  Bachelor’s degree in Information Systems, Data Analytics, Accounting, or a related field. \n  1-3+ years of experience in data administration, data analytics, or FP&A. \n  High proficiency in Microsoft’s suite of office products (Excel, PowerPoint, Word). \n  Understanding of financial reporting metrics and operational KPIs. \n  Knowledge of portfolio monitoring platforms (e.g., iLEVEL, 73 Strings, Chronograph, Capital IQ).

We’re seeking a Recruiter to support hiring across Investment and Corporate Banking. This person will partner closely with hiring managers to develop effective recruitment strategies, source top talent, manage the candidate pipeline, and deliver a positive candidate experience throughout the hiring process. \n \n Key Responsibilities: \n\n • Partner with hiring managers to understand staffing needs and develop compelling job descriptions\n, • Source candidates through job boards, social media, networking, referrals, and external search partners\n, • Review resumes and conduct initial phone screens and in-depth interviews\n, • Assess candidates’ experience, qualifications, career goals, and overall fit\n, • Manage candidate pipelines and provide regular updates to hiring managers\n, • Build strong relationships with candidates and internal stakeholders\n, • Use recruitment data and metrics to improve hiring outcomes\n, • Stay current on financial-services recruiting trends and best practices\n, • Develop talent pipelines for future hiring needs\n\n \n Qualifications: \n\n • 1–3 years of recruiting and sourcing experience\n, • Full-cycle recruitment experience within financial services\n, • Strong sourcing, networking, and relationship-building skills\n, • Excellent communication and interpersonal skills\n, • Strong organizational skills and attention to detail\n, • Ability to manage multiple priorities in a fast-paced environment\n, • Experience with applicant tracking systems; Workday is preferred\n, • Bachelor’s degree required\n

Title: Associate- Latin America Investing \n Start Date: Summer 2027 and Summer 2028 \n Location: New York City or Miami \n \n Our client is a highly successful, leading PE firm with a strong history of growth and a very active investment mandate. \n \n The firm leverages deep category insight, operational excellence and a broad network of strategic relationships to make majority and minority investments. The firm is based in the U.S. but has global reach and a broad network that drives differentiated value creation across its portfolio. Over the past 3 decades, they’ve been a leader investing across a wide variety of Consumer companies including restaurants, personal care, travel, fitness, pet, consumer tech and many more. \n \n If you have an interest in LatAm investing plus a minimum of 2 years Investment Banking, Management Consulting and/or Private Equity experience, we’d like to hear from you! Qualified candidates must be fluent in Spanish and/or Portuguese.

COMPANY OVERVIEW \n Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. \n \n The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines. \n \n POSITION SUMMARY \n The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations. \n \n The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients. \n \n The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations. \n \n The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions. \n \n KEY RESPONSIBILITIES \n Client & Fund Accounting \n\n • Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts.\n, • Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.\n, • Assist with trust account contributions, distributions, rebalancing, and asset allocation.\n, • Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.\n, • Maintain underlying financial data supporting regulatory reporting and external audits.\n, • Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.\n\n \n Corporate Accounting, Payroll & Benefits \n\n • Support corporate accounting, budgeting, and banking activities for U.S.-based entities.\n, • Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.\n, • Partner with internal advisors to provide financial analysis supporting clients.\n, • Assist with payroll administration and related reporting and tax filings.\n, • Support the administration of employee benefit programs.\n\n \n Tax Compliance & Planning Support \n\n • Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.\n, • Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.\n, • Maintain records supporting tax-loss harvesting and trust distribution planning strategies.\n, • Assist with quarterly federal and state estimated tax payments.\n, • Prepare domestic payroll reports and forms for clients.\n, • Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.\n, • Coordinate with international colleagues to obtain required financial and tax information.\n, • Partner with an external accounting firm responsible for final review and filing of tax returns.\n\n \n Systems & Process Improvement \n\n • Maintain accurate and complete client financial and tax records.\n, • Update internal systems supporting tax filings, accounting, and client reporting.\n, • Maintain client files in coordination with external accounting partners.\n, • Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.\n, • Support continued alignment and information sharing across U.S. and international operations.\n\n \n EDUCATION & EXPERIENCE \n\n • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.\n, • CPA or equivalent professional designation.\n, • 5+ years of finance/accounting experience, preferably within an international professional services environment.\n, • Knowledge of accounting, taxation, bookkeeping, and banking.\n, • Strong Excel, QuickBooks, and Microsoft Office skills.\n, • Experience leveraging AI and automation within business processes and workflows.\n, • Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.\n, • Continuous improvement mindset.\n\n \n SE#510821859

Assistant Controller, Private Capital \n New York, NY (Hybrid) \n \n Taylor Root is partnering with a leading private credit manager to hire an Assistant Controller in NYC. The firm lends to middle market sponsor backed companies and manages a broad suite of private funds. This seat owns the accounting and reporting for multiple private funds. It also plays a hands-on role in launching new funds and improving how the team works. \n \n Responsibilities: \n\n • You will lead the accounting and reporting for multiple private funds and investment vehicles, in line with US GAAP and each fund's partnership agreement.\n, • You will operationalize complex partnership agreements, including investor capital accounts, partner allocations, and incentive fee arrangements.\n, • You will lead the calculation and booking of fund-level management fees, incentive fees and accruals.\n, • You will review monthly balance sheets, income statements and reporting packages across your funds.\n, • You will drive capital call and distribution analysis alongside Investor Communications, Treasury and senior leadership.\n, • You will manage the third-party administrator on NAV production for specific entities.\n, • You will support new fund launches, including reviewing legal documents, setting up month-end close processes, and working with the in-house technology team on the firm's proprietary systems.\n, • You will support the annual external audits and identify and implement process improvements.\n\n \n Qualifications: \n\n • Bachelor's degree in accounting.\n, • CPA is strongly preferred.\n, • 7+ years of accounting experience in financial services, such as private equity, private credit, hedge funds, or funds of funds\n, • Mix of public accounting and industry experience is a plus. Big 4 and national firm audit professionals with private fund clients are encouraged to apply.\n\n