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Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time/Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team 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 while continuously improving how we work together as a team to make 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. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams, • Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives, • Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis, • Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion., • Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results, • Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks, • Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities, • Execute and oversee processes and controls that support derivative accounting and controllership, • Serve as a point of contact for external auditors on all derivative-related matters, • Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure, • Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: • Bachelor’s degree, • 8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership, • 3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB, • 2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: • Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision, • Strong analytical, written, and verbal communication skills, • Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables, • Comfortable operating at both a strategic and hands-on level in an evolving environment, • Experience with different investment types and structures, • Experience with system conversion or subledger implementation, • Able to build and maintain strong working relationships across cross-functional groups, • CPA, CFA, CMA, or equivalent designations, • Experience with Aladdin platform and SQL is a plus What to Expect as Part of MassMutual and the Team • 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.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job DescriptionDescription: Backed by Callaway Golf and Danny Meyer’s Enlightened Hospitality Investments, Five Iron blends world-class technology with hospitality-driven service across its sports bars, restaurants, and entertainment venues. With 35 locations open and more than 50 in the pipeline worldwide, the brand is expanding its reach while remaining rooted in innovation, inclusivity, and community connection. The Line Cook/Dishwasher at Five Iron will support the team leader in managing all aspects of our kitchen. While the main responsibilities are listed below, the Line Cook/The Dishwasher will assist with additional tasks as directed by the team lead. This role is responsible for preparing, cooking, and delivering flavorful dishes to our guests, ensuring that every bite is a satisfying and memorable experience. Responsibilities include but are not limited to the following: • Open/close kitchen when needed., • Prepare a variety of different appetizers/entrees for guests and ensure food preparation to keep the kitchen and line fully stocked., • Wash and sanitize all pans, utensils, and dishes., • Clean, sanitize, and maintain dish machine., • Scrape, rinse, and load dishes and utensils into dish machine; unload and organize them properly., • Empty trash containers regularly and maintain a clean work area by sweeping and mopping as needed., • Perform additional cleaning duties and clean food prep stations and equipment as requested., • Control and direct the food preparation process while collaborating with front-of-house staff to ensure excellent service., • Deliver a consistently high level of customer service to each guest.Required Qualifications:, • At least 1 year of experience as a line cook or in a kitchen environment preferred but not required., • Ability to work independently and with a kitchen team, dividing responsibilities and monitoring staff., • Credentials in health and safety training., • Certification that meets local requirements., • Must be flexible with hours., • Ability to lift up to 50 lbs during normal operations., • Deliver a consistently high level of customer service to each guest. Pay: $19-21/hr Job Type: Non-exempt, Part-time Schedule: Nights and Weekends Required Five Iron Golf is committed to celebrating diversity and creating an inclusive environment for employees of all backgrounds. Five Iron Golf provides Equal Employment Opportunity to everyone and complies with all applicable Federal, State and Local laws governing nondiscrimination in all locations. Five Iron Golf will consider all requests for reasonable accommodations as required. Requirements:

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, private equity, credit, and insurance and reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of June 30, 2026, 26North has approximately $38 billion in assets under management. For more information, visit us at _. Job Description 26North is seeking an Associate to join its Direct Lending team in New York. The platform is focused on middle market senior debt financings. The Direct Lending team has deployed over $3.9 billion across 55 portfolio companies, and has more than $8 billion raised across a range of vehicles including BDCs, CLOs, SMAs, and rated notes. This role is designed for a high-performing investment professional seeking significant responsibility and accelerated development within a scaled, institutional direct lending platform. The Associate will be fully integrated into the investment process, with meaningful exposure to underwriting, execution, investment committee discussions, and portfolio management from day one. The Associate will work closely with senior investment professionals in a lean team environment and will be expected to take ownership of key workstreams across the deal lifecycle. The role offers direct interaction with senior leadership, investment committees, financial sponsors, and management teams, as well as the opportunity to contribute to the continued build-out of the firm’s private credit platform. Responsibilities Investment Execution & Underwriting • Evaluate, structure, and execute new investment opportunities across a range of industries, • Conduct comprehensive industry, business, and financial diligence, synthesizing key risks and drivers of performance, • Develop and articulate differentiated investment views grounded in rigorous credit analysis Investment Committee & Deal Process • Prepare investment memoranda, presentations, and supporting analyses for internal review and investment committee discussions, • Actively participate in investment committee processes, • Support transaction execution, including coordination with internal teams, external advisors, and counterparties Portfolio Management & Monitoring • Monitor portfolio investments on an ongoing basis, including financial performance, covenant compliance, and key risk indicators, • Conduct detailed portfolio analysis and provide updates to senior team members and investment committees, • Support portfolio management initiatives, including amendments, refinancings, and follow-on investments Platform Development & Team Contribution • Contribute to the continued development of the direct lending platform, including investment processes, systems, and infrastructure, • Collaborate with teams across investment, capital formation, and operations to support platform growth Qualifications Experience • 2-4 years of relevant experience in investment banking, direct lending, private credit, or related credit-focused roles Skills & Competencies • Exceptional financial modeling and analytical capabilities, with experience building and interpreting detailed operating and credit models, • Ability to synthesize complex information and develop clear, well-supported investment recommendations, • Strong communication skills, including the ability to present analyses, • Demonstrated ability to operate with a high degree of ownership and accountability in a fast-paced environment, • Excellent attention to detail and ability to manage multiple workstreams, • Intellectually curious and driven, • Foundational experience and interest in leveraging AI tools to improve productivity, • Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect Education • Bachelor’s degree required Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $125,000.00 and $150,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

About Us Perform Properties is a Blackstone Real Estate portfolio company focused on high‑performing retail and office properties with people‑appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, we oversee approximately 30 million square feet of properties across the U.S. Our culture is built on our OneTeam foundation - a shared commitment to collaboration, innovation, and knowledge sharing across roles, teams, and time zones. Guided by this foundation, our OneTeam Core Values define how we show up every day: · Act with Intention · Make It Happen · Raise the Bar · Stay Curious · Win as One Join a team where performance and partnership go hand in hand. Role Summary The Director– Asset Management (Director, AM) will report directly to the SVP of Asset Management, with a dotted line partnership to other leaders for shared accountability in the business plan and investment performance of assigned assets. The Director, AM will be primarily responsible for bringing analytical rigor and expertise to key value-maximization decisions around major leases, capital investments and timing of dispositions as well as leadership around resolving operational challenges at the asset (environmental, A/R, and entitlements). The position entails supervision, mentoring, coaching, and development of direct and indirect reports. This is a high visibility role with interaction with senior leadership at Perform. Travel to assets is required. This role is in the office, 5 days a week Monday-Friday. This is a dynamic opportunity for someone who thrives in a fast-paced, deal-oriented environment and is eager to work closely across functions to drive asset and portfolio value. Essential Job Functions Investment Cash Flow Modeling – Collaborate with market leadership, leasing, operations, and other teams to build accurate cash flow models for each asset and investment. Provide thought leadership around assumptions and key drivers of return on investment. Identify, analyze, and report on key variances to underwriting and budget to provide recommendations to executive leadership Strategic Financial Analysis – Lead strategic analyses, which includes but is not limited to hold/sell decisions, evaluation of major leases, and capital decisions. Liquidity / Cash Management – Own cash models and portfolio liquidity needs; anticipate cash management issues and provide timely reporting to market leadership and executive teams. Asset-Level Projects – Collaborate and coordinate with market leadership to identify and implement priority value-add projects in alignment with underwriting and asset business plans. Dispositions and Due Diligence– Provide asset and investment level leadership in coordination with Transactions team to facilitate due diligence and closing process for dispositions and debt financings – including coordination of information and materials with various parties (buyers, sellers, lenders, brokers, and attorneys), as well as internal partners (Finance, Operations, Leasing, Construction, and Legal). Review and sign off on due diligence materials and closing statements. Organization and Communication – Drive collaboration, organization and communication of key work products and information to effectively articulate asset strategy and execution updates to Perform leadership and Blackstone. Cross-functional Collaboration – Coordinate and collaborate with counterparts in Leasing, Construction / Development, Property Management, Accounting, and FP&A to drive alignment on asset strategy and execution. This collaboration can be seen via underwriting, budgeting, performing ad-hoc analysis, prepping for disposition, or day-to-day operational asset management. Manage and Mentor Team – Orchestrate work and foster development of team such that work is produced effectively and junior colleagues learn and grow. Provide exceptional mentoring and coaching to people beyond direct reports. Be the ultimate player coach! Competencies • Results Orientation with a sense of urgency and continuous improvement, • Exceptional leadership, management, and communication skills, • A curious, driven professional with a passion for problem solving, • Collaborative and consensus builder with the ability to influence others without formal authority, • Strategic Orientation with creative and broad thinking, • Team leadership - works inclusively within a diverse team Qualifications • Degree in finance, economics, mathematics, engineering, or equivalent quantitative-based field, • A minimum of 6+ years of experience at a reputable real estate investment firm with significant experience in open-air retail with at least 2 years managing people, • Excellent written and verbal communication skills, • Translates complex technical concepts to understandable business terms, • Ability to work independently, handle multiple projects and meet deadlines, • Ability to do advanced Excel modeling and deep knowledge of Argus Enterprise, • Strong understanding of real estate fundamentals, valuation, transactions, asset management and leasing, • Ability to research, analyze and draw conclusions and communicate effectively, • Demonstrated success in collaboration, creative thinking, and ability to learn new concepts quickly Benefits & Compensation Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO). Base Salary Range: $175,000-$200,000. This represents the presently-anticipated low and high end of the Company’s base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience. The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility. Closing EEO Statement Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email recruiting@performproperties.com #LI-Onsite

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated seasonal or SelectTime (Year-round) TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program, discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Do you have great reception or office assistant experience but want to be more in control of your time and when you work? We’re looking for temporary receptionists, both those who value temping as a standalone career and also those who are interested in contract-to-hire opportunities. ABOUT US At Joss Search, we specialize in recruiting business support professionals into the Private Equity and Alternative Investments sector. Our clients make up the world’s leading global private equity, alternative investment, and financial consultancy firms, and many of our clients are looking to expand their pool of temporary workers. THE ROLE Our clients are looking for temp receptionists/office coordinators/administrative assistants who are willing to jump into temporary assignments and hit the ground running! These roles range from a few days to a few months or even more than a year ongoing. This opportunity could mean regular work within the same company, getting to know the teams and systems well, and gaining a deeper understanding of the business and the people who work there. This is the perfect position if you are looking for some consistency of a full-time position but the flexibility that comes with a temporary role. Key responsibilities include but are not limited to: • Greeting guests, • Answering the phones and responding to emails, • Communicating with appropriate hosts and ensuring a seamless running of the office, • Managing the scheduling of conference rooms, • Inventory management of office supplies and snacks THE BENEFITS • Hourly rates between $25/hr - $35/hr based on experience, • Opportunities for short and long-term contract assignments, • Flexibility in creating your own schedule, • Paid training days, • Free breakfasts and lunches are included by many of our clients THE CANDIDATE • The ideal candidate will be personable, communicative, friendly, and have great customer service skills and experience., • Previous experience within a professional services firm and corporate setting, • Previous experience as a receptionist or administrator within financial services is preferred At Joss Search, we believe in finding the perfect candidates for our clients as well as the perfect clients for our candidates. If you like the sound of this fantastic opportunity and enjoy working in the heart of New York City, then apply now, we can’t wait to meet you! Joss Search is proud to be an Equal Opportunity Employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences, and bringing our community together.

Our client is a Global Asset/Investment Manager with over $30 Billion in AUM that has been building out their internal teams within Private Equity Portfolio Investments. Seeking someone for a AVP/VP role to work on their PE Real Estate Investment/Portfolio from an Accounting & Financial perspective. This role will be an immediate impact on the team working with internal stakeholders/executives, Investments, IR, Tax, Legal, and Operations team. Responsibilities • Lead and review analysis within funds, investing options and completion of valuations, • Work with internal stakeholders to drive financial transaction & Investment finance function, • Assist leading as an valued business partner to the business, providing key financial assessments, • Coordinate management of portfolio investment entities, and preparation of financial statements., • Identify financial opportunities and ideas that will value-add to the business and develop enablers to support the private markets growing complexity and scale., • Establish and implement strong processes, financial controls and robust risk management and governance in all the finance areas relating to the investment support and monitoring., • Develop a strong team of talent that will be strategic business partners Requirements • Bachelor's Degree in Accounting, Economics, Business, or Finance a Must; Masters or MBA a plus, • 5-8 years of experience in Investment Accounting, Fund Financials working within Private Equity Investments including but not limited to Real Estate and Credit, • Strategic Mindset, Strong Communicator, Change Management, Process Improvement, Transformation Our client is a total compensation organization where you will be eligible for a base salary and discretionary performance bonus, including benefits. The estimated base salary would be 140-190K plus bonus.

Ridge Real Estate Partners (“Ridge”) is seeking a detail‑oriented and highly organized Senior Accounting Associate to support the firm’s accounting and financial operations. This role will work closely with, and under the direction of, Ridge’s Head of Asset Management and COO to ensure accurate processing of fund and corporate accounting tasks. The Senior Accounting Associate will focus on executing day‑to‑day workflows, maintaining financial records, and supporting internal and external reporting requirements. Position Description The Senior Accounting Associate will support a broad range of accounting and finance activities, including fund-level and entity-level accounting, investor reporting support, and coordination with third-party administrators, auditors, and tax professionals. This role requires a strong foundation in accounting principles and an interest in learning the nuances of real estate private equity fund structures. The ideal candidate will have 3–5 years of accounting experience. The position is an in-person role at Ridge’s Midtown Manhattan office. Key responsibilities include, but are not limited to: • Support day-to-day accounting functions for Ridge’s funds and corporate entities., • Review, organize, and track monthly, quarterly, and annual GAAP financial statements prepared by third‑party administrators., • Prepare, track, and coordinate information for capital calls, distributions, and waterfall calculations in collaboration with the Head of Asset Management and COO., • Coordinate annual audits and quarterly and annual tax filings, including managing information requests and timelines with external auditors and tax advisors., • Maintain internal accounting files, checklists, and workflows to support compliance and operational consistency., • Assist with the preparation of quarterly investor reporting packages, including capital account statements and performance metrics., • Support budgeting, forecasting, and cash flow management for both fund and corporate operations., • Collaborate with the investments and asset management teams to ensure transaction‑level activity is recorded accurately and promptly., • Assist with quarterly valuation support packages and fund reserves analyses., • Maintain and enhance accounting systems, templates, and processes to support the firm’s growth. Salary: $100,000, with final compensation commensurate with experience. The package includes competitive benefits and eligibility for an annual discretionary bonus. Position Requirements Candidates should possess the following characteristics: • Bachelor’s degree in Accounting or Finance; CPA license or active progress toward CPA preferred., • 3–5 years of accounting experience, ideally in real estate investment management or related fields., • Solid understanding of GAAP and partnership accounting fundamentals., • Advanced proficiency in Excel, including reconciliations and financial templates., • High attention to detail, strong organizational skills, and ability to follow structured processes., • Effective written and verbal communication skills., • Ability to work collaboratively across teams and to manage multiple deadlines in a fast-paced environment. Inclusion and Equal Opportunity Employment Ridge is an equal opportunity employer committed to diversity and inclusion. Ridge is pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, Native American status or any other legally protected factors. To apply, please submit your resume to Brian Roberts at broberts@ridgerep.com.

firstPro has partnered with a globa, publicly held insurance/reinsurance organization to identify a AVP, Accounting. This role offers strong visibility within the finance organization and the chance to partner closely with executive leadership, helping drive profitability and strategic decision-making. The Assistant Vice President of Accounting to oversee our reinsurance, technical, and non-technical accounting close under both IFRS and STAT. Reporting to the 2nd VP of Accounting and Financial Reporting, this leader will own the books and records for actual financial results while collaborating with global teams across Actuarial, Investment Accounting, Operations, and Controlling. Beyond managing day-to-day reporting and local statutory compliance, you will play a key role in refining end-to-end accounting processes, strengthening internal controls, and ensuring reporting accuracy across the organization. Responsibilities: Accounting Oversight & Financial Reporting + People Management • Own the management and quality assurance over all accounting functions, including reinsurance/technical accounting (premiums, claims, reserves, etc.) and non-technical accounting (investments, pensions, cash, etc.) for IFRS and STAT, • Review and approve journal entries, reconciliations, and disclosures for non-insurance areas such as pensions, leases, and intercompany, • Review accounting research and resolve complex or new reinsurance treaties, transactions, and investment structures as required, • Review key analyses and documentation, including impairment analyses, fluctuation analyses, and footnote disclosures prepared by the Investment Accounting Shared Service Center, • Reinsurance Governance & Process Excellence, • Achieve alignment with Reinsurance Accounting (RIA) Department on global governance and requirements, including IFRS accounting, Plan, and Forecast figures, • Oversee the deployment of best practices to maintain a stable end-to-end reinsurance/technical accounting process, including challenging existing processes and the control framework, • Oversee the development, maintenance, and documentation of controls to ensure compliance with internal control requirements., • Act as the primary liaison with internal and external auditors, • Deploy modern automation (including but not limited to AI agents) to streamline processes and improve efficiency, • Supervise the Reinsurance Accounting and General/Non-Technical Accounting teams to ensure timely and accurate execution of accounting entries, reconciliations, analytics, and key controls, • Responsible for hiring, training, and supervising staff within the Accounting workstream in Finance Requirements: • Bachelor’s degree in Finance, Accounting, or a related field, • CPA required, • 7-10+ years of progressive accounting experience, • Insurance/Reinsurance or financial services experience strongly preferred, • Public Accounting (Big 4 or Large Regional) experience strongly preferred Compensation & Benefits • $170,000–$215,000 base salary & annual performance bonus, • Comprehensive benefits package

Job Title: Product Owner/Product Manager with strong insurance domain experience Location: Summit, NJ(Hybrid)(2 to 3 days onsite in a week) Duration: Long Term Job Description: EXPERIENCE 7+ years DOMAIN Insurance required DELIVERY MODEL Agile product delivery Role Summary The Product Owner is accountable for shaping and delivering digital products that improve the experience and effectiveness of employees, clients, and business partners. This role combines strategic product management with hands-on product ownership, serving as the primary bridge between business stakeholders and cross-functional technology teams. The successful candidate will establish a clear product vision, translate complex insurance workflows into actionable requirements, prioritize the product backlog, and guide solutions from discovery through launch and continuous improvement. The role requires strong insurance domain knowledge, sound product judgment, and the ability to influence stakeholders without relying on formal authority. Key Responsibilities Product Strategy, Vision, and Value • Define and communicate a clear product vision, strategy, roadmap, and measurable outcomes aligned with business-line priorities., • Partner with business leadership and users to understand goals, operating processes, pain points, and opportunities to improve customer experience, employee efficiency, risk management, and growth., • Evaluate ideas using customer impact, business value, cost, risk, technical feasibility, return on investment, and build-versus-buy considerations., • Create alignment and sustained stakeholder commitment to product priorities, trade-offs, and release decisions., • Monitor product adoption, performance, and business outcomes, then use insights and feedback to guide ongoing enhancements. Discovery, Process, and Requirements • Lead discovery workshops and working sessions with business leaders, subject-matter experts, users, architects, developers, data teams, UX, and QA., • Document current-state and future-state workflows, business rules, data needs, integrations, exceptions, dependencies, and control requirements., • Translate product strategy and stakeholder needs into well-structured epics, features, user stories, acceptance criteria, process maps, and supporting prototypes or documentation., • Decompose complex requirements into appropriately sized, testable backlog items while preserving an end-to-end view of the product and user journey., • Identify unclear, conflicting, or missing requirements early and drive timely decisions to reduce delivery risk and rework., • Leverage AI-powered tools and technologies to improve product discovery, requirements definition, backlog management, stakeholder communication, and decision-making. Backlog and Agile Delivery • Own, refine, and prioritize the product backlog based on business value, customer impact, risk, urgency, dependencies, and team capacity., • Ensure backlog items are clear, testable, and ready for development; communicate intended outcomes and clarify requirements throughout delivery., • Participate actively in Agile ceremonies, including backlog refinement, sprint planning, daily collaboration, sprint reviews, and retrospectives., • Partner with engineering to evaluate solution options and make informed scope and sequencing decisions without prescribing technical implementation., • Accept completed work against agreed acceptance criteria and the intended business outcome; make prompt decisions when trade-offs are required. Stakeholder Leadership and Change Adoption • Act as the voice of the user and a trusted advisor to business stakeholders, balancing competing needs while maintaining focus on product outcomes., • Facilitate product demonstrations and feedback sessions throughout development, incorporating validated feedback into the roadmap and backlog., • Communicate product status, priorities, decisions, risks, dependencies, and expected value clearly to executive, business, and technical audiences., • Champion adoption by partnering on user acceptance testing, training, release readiness, communications, and post-launch support., • Build strong relationships across business lines, platform teams, vendors, and other Product Owners to coordinate shared capabilities and dependencies. Quality, Data, and Continuous Improvement • Partner with QA and business testers to define expected behaviors, support test planning, review results, and resolve functional questions., • Analyze data flows, data quality, integration behavior, and exception scenarios to identify opportunities for process and product improvement., • Use qualitative and quantitative evidence to assess product effectiveness, validate assumptions, and recommend next-best investments., • Promote high standards for usability, accessibility, security, reliability, maintainability, and operational readiness. Required Qualifications • 7+ years of progressive experience as a Product Owner, Product Manager, Business Product Lead, or similar role delivering software or digital products., • Demonstrated success defining product direction and delivering products or capabilities that users value and adopt., • Strong knowledge of the insurance industry and familiarity with insurance operations and terminology, including policies, endorsements, renewals, claims, underwriting, premiums, exposures, client servicing, billing, accounts receivable, accounts payable, and financial transactions., • Proven ability to translate complex business needs into clear user stories, acceptance criteria, process flows, business rules, and functional requirements., • Hands-on experience managing and prioritizing a product backlog within an Agile or Scrum delivery environment., • Experience facilitating discovery, requirements, process-mapping, training, or decision-making sessions with business users and leadership., • Excellent written, verbal, facilitation, presentation, and stakeholder-management skills, with the ability to communicate effectively with executives, business teams, engineers, QA professionals, and subject-matter experts., • Strong analytical, problem-solving, prioritization, and decision-making skills., • Working knowledge of data mapping, transformation rules, APIs, error handling, exception management, and retry mechanisms., • Self-directed ownership, sound judgment, attention to detail, and a consistent record of timely delivery with limited supervision., • Working proficiency with AI Tools, Microsoft Word, Excel, PowerPoint, and Visio or comparable productivity and process-mapping tools. Preferred Qualifications • Experience in insurance brokerage or with commercial insurance technology and workflows., • Familiarity with policy administration, CRM, document management, finance, billing, or client-servicing platforms., • Experience with Azure DevOps or Jira, Salesforce, Sagitta, and related integration or data flows., • Working knowledge of data mapping, transformation rules, APIs, error handling, exception management, and retry mechanisms., • Ability to use SQL or comparable query tools for data validation and analysis., • Technical background or hands-on exposure to software development, web technologies, data platforms, or systems integration., • Relevant product, Agile, Scrum, business analysis, insurance, or project management certification. Best Regards, Ravi M | Senior Recruiter Cyberobotix Technology 6500 River Place Blvd, Building 7, Suites 250, Austin, Texas 78730 E: ravi@cyberobotix.com W: _ Technology Consulting & Talent Solutions | United States & India This email and any attachments are confidential and intended only for the recipient.

Who You Are You are a strategic, customer-centric senior marketing leader with expertise across performance marketing, clienteling, brand marketing, social and influencer marketing, responsible for shaping and steering the customer experience and company’s brand presence, reputation, and client experience across all marketing and communications touchpoints in North America. You unify the vision of all areas of marketing to drive holistic audience engagement, measurable growth, and long-term client value aligned with the broader Global Marketing strategy. The VP, Consumer Marketing sets the vision for how the brand shows up in North America across retail, wholesale and marketplace channels—emotionally, visually, and experientially—while ensuring every interaction is data-driven, personalized, and aligned to commercial priorities. Bringing together creative storytelling and analytical rigor, this role oversees teams that build brand equity, deepen customer loyalty, and optimize acquisition and retention. Reporting to the Chief Marketing Officer, with dotted-line reporting to the President, North America, this role serves as a key member of the North America leadership team, connecting brand, customer, and commercial priorities to drive growth and business impact across the region. What You’ll Do Strategic Leadership & Enterprise Impact • Define and lead the end‑to‑end consumer marketing strategy for North America across retail, wholesale, and marketplace channels, directly contributing to revenue growth, market share expansion, and brand equity., • Translate global brand vision into a regionally differentiated, commercially impactful strategy across all consumer touchpoints., • Operate as a key member of the North America leadership team, shaping business strategy through a marketing‑led, consumer‑first lens., • Build and lead a high‑performing, multi‑disciplinary marketing organization, fostering accountability, innovation, and a performance culture., • Partner cross‑functionally (Retail, Wholesale, Digital, Merchandising, Finance) to unlock growth opportunities and drive integrated execution. Budget Ownership & Investment Strategy • Own the full North America marketing investment strategy, dynamically allocating spend across the funnel to maximize commercial impact and long-term brand value., • Establish rigorous frameworks for budget allocation, performance tracking, and ROI optimization., • Lead forecasting and investment governance in partnership with Finance, ensuring disciplined, data-driven decision making. Performance & Demand Generation • Own end‑to‑end demand generation across acquisition, conversion, and retention, with clear accountability for traffic, revenue, and customer growth., • Drive high-impact performance marketing strategies across all channels, continuously optimizing efficiency and scale., • Build and scale social commerce and creator ecosystems, unlocking new revenue streams and consumer engagement models., • Implement advanced measurement capabilities (MMM, MTA, experimentation frameworks) to inform investment decisions and accelerate growth., • Partner closely with CRM team to develop the North America lifecycle marketing strategy to maximize customer lifetime value, retention, and frequency. Brand Leadership & Go-to-Market Excellence • Own regional brand equity, ensuring consistent, premium brand expression across all channels and markets., • Lead the development and execution of integrated, 360° campaigns that deliver both brand impact and commercial return., • Embed clienteling, social selling, and digital innovation into all brand initiatives to drive conversion alongside awareness., • Ensure flawless go-to-market execution across key product launches, seasonal moments, and cultural activations. Consumer Insights, Data & Marketing Effectiveness • Champion a data-driven culture, leveraging insights to inform strategy, improve performance, and unlock growth opportunities., • Lead the evolution of KPI frameworks to include emerging channels (clienteling, social commerce) and full-funnel impact., • Embed a continuous improvement mindset across the organization: Plan → Execute → Learn → Scale. Agency & Ecosystem Leadership • Lead a best-in-class external ecosystem of agencies, platforms, and strategic partners., • Drive innovation through partnerships, ensuring the brand remains at the forefront of marketing, media, and technology trends., • Ensure strong governance, clear accountability, and measurable impact across all external investments. You’ll Need to Have • Bachelor’s degree required, • 15+ years of progressive consumer marketing experience, • Experience owning multimillion‑dollar budgets, • Experience within retail, luxury, fashion, beauty, consumer goods, or other relevant consumer-facing industries required., • Deep fluency in marketing, clienteling, and social commerce, • Strong analytical expertise, • Proven track record of converting data-driven analytics to gain consumer insights, drive targeted digital campaigns, optimize user experience, and drive conversion., • Hands-on experience in designing and driving digital campaigns using channels such as paid and natural search, social, mobile, email display, affiliate and retargeting. We’d Love to See: • Knowledge of most current digital technologies, trends, and tools, • Ability to think strategically, drive results, build a high-performance organization, continuously drive innovation and inspire the organization to achieve and exceed its objectives, • Strong leaderships skills with the ability to manage, engage, mentor and retain team, • Strong interpersonal skills and ability to effectively communicate complicated concepts and recommended courses of action to engage diverse audiences and influence senior executives, • MBA or Master’s Degree MK Perks: • Generous Paid Time Off & Holiday Schedule, • Summer Fridays, • Internal Mobility Across Brands, • Cross-brand Discount, • Exclusive Employee Sales, • Fav 5 Cards (MK Discount for friends and family), • 401k Match, • Paid Parental Leave, • Thrive Wellness Program, • Commuter Benefits, • Gym Discounts At Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/V At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at CapriTalentAcquisition@CapriHoldings.com. In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

A Multi-Billion Private Equity Firm is looking to hire an Assistant Controller for their Investment/Portfolio Team. This role will report to Controller and CFO working directly with their Investment Team. The team has about 3ppl and all young professionals with strong internal collaboration. Will be responsible for Fund Investments/Portfolio reporting, investment accounting, budgeting, forecasting, and investment metrics, other duties. This professional with be instrumental in the growth of the firms Investment financial operations. Lead and Driving Financials cycle, including but not limited to Financials, Month-end and year-end, tax reporting, and working with outside auditors RESPONSIBILITIES • Manage and lead timely and accurate Investment Fund Financials including monthly, quarterly and annual closing activities, and financial analytics., • Review and Analyze preparation of Fund Financial Reports including Fund P&L's, • Budgeting and Forecasting, • Review and maintain supporting spreadsheets and documentations, • Work with fund administrator on all activity including waterfall calculations, timing of deliverables, performance reporting and capital account statements., • Work with external CPA Firm on Audit and Taxation REQUIREMENTS • 8+ years of PE Investment/Fund Financials, including at least 4 years in Public Accounting Audit Teams, • Must have bachelor’s degree in Accounting, Master's and CPA is needed, • Strong in GAAP

Job Description :-  EXPERIENCE 7+ years DOMAIN Insurance required DELIVERY MODEL Agile product delivery Role Summary The Product Owner is accountable for shaping and delivering digital products that improve the experience and effectiveness of employees, clients, and business partners. This role combines strategic product management with hands-on product ownership, serving as the primary bridge between business stakeholders and cross-functional technology teams. The successful candidate will establish a clear product vision, translate complex insurance workflows into actionable requirements, prioritize the product backlog, and guide solutions from discovery through launch and continuous improvement. The role requires strong insurance domain knowledge, sound product judgment, and the ability to influence stakeholders without relying on formal authority. Key Responsibilities Product Strategy, Vision, and Value • Define and communicate a clear product vision, strategy, roadmap, and measurable outcomes aligned with business-line priorities., • Partner with business leadership and users to understand goals, operating processes, pain points, and opportunities to improve customer experience, employee efficiency, risk management, and growth., • Evaluate ideas using customer impact, business value, cost, risk, technical feasibility, return on investment, and build-versus-buy considerations., • Create alignment and sustained stakeholder commitment to product priorities, trade-offs, and release decisions., • Monitor product adoption, performance, and business outcomes, then use insights and feedback to guide ongoing enhancements. Discovery, Process, and Requirements • Lead discovery workshops and working sessions with business leaders, subject-matter experts, users, architects, developers, data teams, UX, and QA., • Document current-state and future-state workflows, business rules, data needs, integrations, exceptions, dependencies, and control requirements., • Translate product strategy and stakeholder needs into well-structured epics, features, user stories, acceptance criteria, process maps, and supporting prototypes or documentation., • Decompose complex requirements into appropriately sized, testable backlog items while preserving an end-to-end view of the product and user journey., • Identify unclear, conflicting, or missing requirements early and drive timely decisions to reduce delivery risk and rework., • Leverage AI-powered tools and technologies to improve product discovery, requirements definition, backlog management, stakeholder communication, and decision-making. Backlog and Agile Delivery • Own, refine, and prioritize the product backlog based on business value, customer impact, risk, urgency, dependencies, and team capacity., • Ensure backlog items are clear, testable, and ready for development; communicate intended outcomes and clarify requirements throughout delivery., • Participate actively in Agile ceremonies, including backlog refinement, sprint planning, daily collaboration, sprint reviews, and retrospectives., • Partner with engineering to evaluate solution options and make informed scope and sequencing decisions without prescribing technical implementation., • Accept completed work against agreed acceptance criteria and the intended business outcome; make prompt decisions when trade-offs are required. Stakeholder Leadership and Change Adoption • Act as the voice of the user and a trusted advisor to business stakeholders, balancing competing needs while maintaining focus on product outcomes., • Facilitate product demonstrations and feedback sessions throughout development, incorporating validated feedback into the roadmap and backlog., • Communicate product status, priorities, decisions, risks, dependencies, and expected value clearly to executive, business, and technical audiences., • Champion adoption by partnering on user acceptance testing, training, release readiness, communications, and post-launch support., • Build strong relationships across business lines, platform teams, vendors, and other Product Owners to coordinate shared capabilities and dependencies. Quality, Data, and Continuous Improvement • Partner with QA and business testers to define expected behaviors, support test planning, review results, and resolve functional questions., • Analyze data flows, data quality, integration behavior, and exception scenarios to identify opportunities for process and product improvement., • Use qualitative and quantitative evidence to assess product effectiveness, validate assumptions, and recommend next-best investments., • Promote high standards for usability, accessibility, security, reliability, maintainability, and operational readiness. Required Qualifications • 7+ years of progressive experience as a Product Owner, Product Manager, Business Product Lead, or similar role delivering software or digital products., • Demonstrated success defining product direction and delivering products or capabilities that users value and adopt., • Strong knowledge of the insurance industry and familiarity with insurance operations and terminology, including policies, endorsements, renewals, claims, underwriting, premiums, exposures, client servicing, billing, accounts receivable, accounts payable, and financial transactions., • Proven ability to translate complex business needs into clear user stories, acceptance criteria, process flows, business rules, and functional requirements., • Hands-on experience managing and prioritizing a product backlog within an Agile or Scrum delivery environment., • Experience facilitating discovery, requirements, process-mapping, training, or decision-making sessions with business users and leadership., • Excellent written, verbal, facilitation, presentation, and stakeholder-management skills, with the ability to communicate effectively with executives, business teams, engineers, QA professionals, and subject-matter experts., • Strong analytical, problem-solving, prioritization, and decision-making skills., • Working knowledge of data mapping, transformation rules, APIs, error handling, exception management, and retry mechanisms., • Self-directed ownership, sound judgment, attention to detail, and a consistent record of timely delivery with limited supervision., • Working proficiency with AI Tools, Microsoft Word, Excel, PowerPoint, and Visio or comparable productivity and process-mapping tools. Preferred Qualifications • Experience in insurance brokerage or with commercial insurance technology and workflows., • Familiarity with policy administration, CRM, document management, finance, billing, or client-servicing platforms., • Experience with Azure DevOps or Jira, Salesforce, Sagitta, and related integration or data flows., • Working knowledge of data mapping, transformation rules, APIs, error handling, exception management, and retry mechanisms., • Ability to use SQL or comparable query tools for data validation and analysis., • Technical background or hands-on exposure to software development, web technologies, data platforms, or systems integration., • Relevant product, Agile, Scrum, business analysis, insurance, or project management certification.

About Cresset _ is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top RIA firms, and as one of the industry’s best places to work,_ Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Job Description Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience. Key Responsibilities • Manage client relationships on multi-custodial platforms, • Serve as a primary lead for client onboarding, investment implementation, and private banking services, • Create and implement customized onboarding experience for high net-worth clients, • Transfer and reconcile assets from contra firms, • Implement new investment strategies and hire managers as directed by advisor, • Prepare client subscription and redemption documents related to alternative investments, • Manage client billing (assign attributes, start/end dates, raising cash), • Assist with client inquiries regarding inflow and outflows, • Establish lines of credit/margin, • Establish 529 accounts, • Manage client donor advised/charitable distributions, • Attend quarterly client portfolio review meetings as needed (FO), • Serve as a liaison between Cresset and client CPA’s and attorneys (FO), • Manage tax document facilitation with client CPA’s (FO), • Identify new technology and opportunities to enhance client experience and promote internal scalability Qualifications • Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience, • 5+ plus years’ financial services experience working with ultra-high net worth clients, • Knowledge of Fidelity and Schwab custodial platforms a plus, • Operate in a dynamic and fast-paced environment is essential, • Approach problems with creativity, innovation, and tenacity, • Possess a strong sense of urgency, • Think strategically and operate independently, • Multitask to successfully manage multiple assignments simultaneously, • Evaluate and prioritize tasks to meet deadlines, • Organize and create structure for client relationships, • Collaborate and provide meaningful input to the team, • Adapt, improvise, and overcome challenges, • Quickly and efficiently process and absorb information, • Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task, • Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals, • Proactively approach problem solving with strong decision-making capability, • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity, • Excellent communication skills, both written and verbal, • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,, • PowerPoint and Outlook What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $100,000 - $130,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

We are working with the CFO of a global company approaching $20B in revenue, based in New York, NY. Due to recent growth, they are looking to add a dynamic Director of FP&A to their team. This organization offers a competitive salary w/ benefits including executive visibility and a hybrid schedule! RESPONSIBILITIES: -Manage the monthly, quarterly and annual FP&A processes; clearly communicate financial results to members of the leadership team and board. -Develop new processes or improve existing process related to FP&A including forecasting, budget planning, financial reporting, analytics, and variance analysis. -Develop financial models and analyses to support strategic initiatives, including but not limited to new service lines, new business partnerships or acquisitions, and capital investments. -Monitor KPI’s, highlighting trends and analyzing causes of unexpected variance Implement and work with a Business Intelligence Tool and Dashboard reports. -Prepare presentations to Board of Directors and Senior Management Team REQUIREMENTS: -Bachelor Degree in Accounting or Finance -12+ years of progressive, Corporate FP&A experience -Must have Forecasting, Budgeting, and Consolidation exposure -5+years of leadership -Expert proficiency with Microsoft Excel and ERP systems such as Netsuite, Oracle, or SAP, etc. COMPENSATION: $245,000 - $265,000 + Bonus BENEFITS: Medical, dental, 401k plan, 3+ weeks of PTO and paid holidays Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _

Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently looking to add 2–3 highly motivated individuals to our team at The Tri-Harbor Financial Group in NYC. Whether you're an experienced professional seeking a new challenge or a successful career changer looking for greater ownership over your future, we'd love to connect. This opportunity is designed for individuals with a strong work ethic, an entrepreneurial mindset, and a genuine desire to help others while building a rewarding and meaningful career. You'll work directly with Andrew Feigenbaum as your Director and Mentor, receiving hands-on coaching, training, and support as you develop your practice and grow professionally. If you're driven, coachable, and excited by the opportunity to build a successful business while making a positive impact in people's lives, we encourage you to apply. As a Financial Advisor, you will develop new client relationships and provide ongoing guidance to individuals, families, and businesses through a diverse portfolio of financial solutions, including financial planning, investment management, insurance, and wealth management services for high-net-worth clients. As the primary point of contact for your clients, you will have access to an experienced team of financial and investment specialists, as well as dedicated office support, to help deliver exceptional service and customized financial solutions. Training & Development No prior financial services experience is required. Many of our most successful advisors came from careers outside of financial services. We provide comprehensive training and ongoing professional development. The Training & Development Program includes a three-week training class where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Following training, you'll work closely with Andrew as your Director and Mentor. In addition to ongoing coaching, accountability and support, Andrew will personally introduce you to many of the top advisors in the system so you can learn from their experience, collaborate with them, and accelerate your growth. Desired Skills and Experience: · Bachelor's degree preferred; successful career changers are encouraged to apply · Analytical thinking skills and the ability to assess client needs · Excellent verbal and written communication skills · Effective sales, presentation, and customer service skills · Good organization and time management skills · Strong interpersonal skills We want individuals with different backgrounds and work experience, including but not limited to: · Financial management, investments, insurance, and financial services · Executive leadership · Sales, business development, or relationship management · Athletics or competitive sports · Military service · Real estate Compensation is commission-based plus: · Bonus Programs (especially in early development) · Renewable income opportunities beginning in the second year · Expense allowance, training allowance, various stipends · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning (Average annual earnings during an advisor's first four years are $137,000/yr. Advisors with five or more years of experience earn an average of $618,000 annually.) About Northwestern Mutual: Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 100 company with over $627 billion in assets under management and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide. · Fortune’s 2022 “World’s Most Admired Companies” · Top 10 U.S. Independent Broker-Dealer · Top 125 Companies for Training & Development · Named one of the “50 Best Places to Launch a Career” by Business Week Magazine About Andrew Feigenbaum: Andrew Feigenbaum is a Growth & Development Director and Financial Advisor at The Tri-Harbor Financial Group and a proud career changer himself. Before joining Northwestern Mutual, Andrew spent 16 years in the music industry, where he developed a passion for building relationships, helping others succeed, and creating opportunities for growth. Seeking a career that would allow him to make a more meaningful impact on people's lives while enjoying greater flexibility and work-life balance, Andrew transitioned to financial services and has never looked back Born and raised in New Rochelle, NY, Andrew now lives nearby with his family and remains deeply connected to the local community and University of Wisconsin alumni (Go Badgers!). As a Director and Mentor, he has helped dozens of advisors launch and grow successful practices, many of whom came from backgrounds outside of financial services. Andrew believes that character, work ethic, coachability, and a genuine desire to help others are far more important than industry experience. Known for his hands-on leadership style, Andrew is committed to being available for his team every step of the way. Whether it's helping advisors navigate challenges, develop new skills, meet prospective clients, or build confidence in their business, he takes pride in providing the support, coaching, and accountability needed for long-term success. His goal is simple: help motivated individuals build rewarding careers while making a meaningful difference in the lives of their clients and their families. We are seeking a small number of motivated individuals who are committed to personal growth, professional excellence, and making a positive impact. If that sounds like you, we'd welcome the opportunity to connect, learn more about your goals, and discuss whether The Tri-Harbor Financial Group may be the right fit for your next career move. Check out this video for more on Training & Development: https://careers.northwesternmutual.com/training-development-introduction/

About TPG: TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, Real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies. Overview: TPG has an exciting opportunity for an Associate to join its broker-dealer Compliance team in the New York office. Responsibilities include conducting compliance oversight of the firm’s fundraising and capital market activities and designing and implementing compliance policies, procedures, and systems to ensure that TPG and its respective platforms fulfill their legal and regulatory obligations and meet the firm’s high compliance standards. This role requires regular interaction with business, legal, and compliance personnel across the firm. Requirements: • 2+ years of professional compliance experience within financial services, • Ability to work well in a team environment, • Strong written and verbal communications skills, • Attention to detail, problem-solving skills, and the ability to handle tasks independently, • Familiarity with the Advisers Act and FINRA rules preferred, • FINRA Series 7 and Series 24 licenses or willingness to obtain within six months Responsibilities: • Review marketing materials and investor communications, • Review firm communications, including press releases and social media posts, • Conduct communications surveillance, • Prepare regulatory filings, • Support FINRA licensing and registration process for broker dealer personnel, • Develop, update, and implement compliance policies and procedures, • Support and execute testing of policies and procedures, • Develop and conduct employee training and administer electronic training tool, • Review and assess regulatory changes that potentially impact TPG’s broker dealer business It is expected that the annual base salary for this role will range from $110,000 – $125,00. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees. TPG is an equal employment opportunity employer that provides equal employment opportunities to all employees and applicants without regard to age, race, religion, color, national origin, ancestry, sex, sexual orientation, gender (including gender identity and expression), alienage or citizenship status, military or veteran status, physical or mental disability, medical condition, genetic information, pregnancy status, breastfeeding (or related medical conditions), familial status, caregiver status, or any other category protected by applicable federal, state, or local laws.

About Us Defining the New Modern Founded by Andrew Rosen in 1997, Theory revolutionized the contemporary market with its concept of the urban uniform, a modern edit of elevated essentials. The Fast Retailing acquisition of Theory in 2004 spurred global expansion of the brand; today, Theory operates 221 freestanding stores worldwide. The launch of e-commerce in 2010 and collaborative relationships with department and specialty stores continue to position Theory as a continually expanding international omnichannel phenomenon. A leader in Fast Retailing Group's dossier, Theory balances luxury with accessibility in collections with integrity known for their precisely tailored silhouettes and exceptional fabrics. About the Role We are seeking an accomplished and self-directed Manager, Financial Planning & Analysis to join our team. This is a highly visible role that sits at the center of financial decision-making for a multi-channel retail business spanning Brick & Mortar, E-commerce, and Wholesale. The Manager will serve as the trusted lead of Financial Planning & Analysis owning the full FP&A cycle -- from the annual budget, which links to strategic goals, through to weekly forecasts and the monthly close. The ideal candidate is a proactive, intellectually curious finance professional who does not wait to be directed – they identify the question before it is asked, build the model before it is requested, and drive the conversation with facts and analysis. They bring a structured professional services-caliber approach to financial analysis, paired with the commercial instincts that come from experience in a multi-channel consumer or retail environment. This role works closely with many cross-functional business partners daily, requiring effective communication, organizational and interpersonal skills. Key Responsibilities Financial Planning Cycle - Budgeting, Forecasting and Close • Own the budget and mid-term plan process across the P&L, partnering with business leaders to set targets, align assumptions and consolidate channels into an enterprise view; lead deliverables preparation., • Lead weekly re-forecasting using a driver-based approach that connects operational metrics to P&L outputs, proactively surfacing risks and opportunities with clear supporting rationale., • Build and maintain integrated financial models that connect operational drivers to P&L outcomes, enabling scenario and sensitivity analysis., • Coordinate month-end close activities including financial validation, accrual support preparation, and reconciliation of results in close partnership with the Accounting team. Financial Analysis & Business Insights • Deliver high quality variance analysis against budget, forecast and prior year – consistently going beyond the ‘what’ to surface the ‘why’ and ‘so what.’, • Analyze Net Sales, Gross Margin, SG&A and Operating Profit across channels and cost centers, identifying trends, inefficiencies, and margin expansion opportunities., • Conduct ROI, sensitivity, and scenario analysis to support decisions and strategic trade-offs presented to the leadership team for all investments including, but not limited to, Marketing., • Build and maintain recurring management reporting packages that translate financial data into an actionable narrative. Executive Reporting & Business Partnership • Serve as the primary FP&A business partner to commercial and operational leaders across all channels, embedding financial rigor into channel-level decisions., • Translate complex financial outputs into concise executive narratives for audiences at all levels, including non-finance leaders., • Facilitate cross-functional alignment on financial targets and operating assumptions across channels and business units. Process Improvement & Financial Systems • Identify and lead initiatives to improve forecast accuracy, streamline workflows and reduce planning cycle time., • Drive standardization of financial models, reporting templates, and planning processes to improve scalability and consistency., • Support systems upgrade through design, testing and implementation. Team Leadership & Development • Directly manage and mentor FP&A Analyst, setting ambitious standards for quality, rigor and ownership., • Create an environment where team members are challenged to grow their modeling, communication, and business partnership skills., • Model the behaviors of a self-directed finance professional, setting the tone for proactivity, precision, and follow-through within the team. Skills & Qualifications Required • Bachelor’s degree in Finance, Accounting, or Business Administration with concentration in Finance. CPA, CFA, or MBA strongly preferred., • 5+ years of progressive FP&A experience including a minimum of 2 years in a people management or team lead capacity. Retail Sales and Margin Planning experience a plus., • 1+ years of experience at a professional services background required; Big 4 accounting firm, management consulting firm, or financial advisory practice is essential to success in this role., • Experience of having worked in a similar role in a retail organization., • Must be a highly meticulous, self-starter with strong organizational, analytical and problem-solving skills., • Advanced Excel, driver-based modeling skills; Copilot, Word and PowerPoint experience preferred., • Strong knowledge of financial and accounting concepts, including accruals., • Proven ability to work independently, manage multiple competing priorities under deadline pressure, and drive work to completion without close direction., • Exceptional analytical, communication and interpersonal skills, with the credibility to present to and influence senior executives., • Experience with system implementations, including quality assurance and testing., • Prior project management experience – demonstrated ability to lead cross-functional finance initiatives, manage workstreams with multiple stakeholders and deliver on time against a defined scope. Salary: $140,000-150,000 per year* *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, Theory LLC does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. Ensure your Theory job offer is legitimate and don’t fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply through our direct job posting.

Do you have great Administrative Assistant or Executive Assistant experience but want to be more in control of your time and when you work? We are looking for temporary EAs, both those who value temping as a standalone career and also those who are interested in contract-to-hire opportunities. ABOUT US At Joss Search, we specialize in recruiting business support professionals into the Private Equity and Alternative Investments sector. Our clients make up the world’s leading global private equity, alternative investment, and financial consultancy firms, and many of our clients are looking to expand their pool of temporary workers. THE ROLE Our clients are looking for temporary Administrative Assistant or Executive Assistant who are willing to jump into temporary assignments and hit the ground running! These roles range from a few days to a few months or even more than a year. This opportunity could mean regular work within the same company, getting to know the teams and systems well, and gaining a deeper understanding of the business and the people who work there. This is the perfect position if you are looking for the consistency of a full-time position and the flexibility that comes with a temporary role. Key responsibilities include but are not limited to: • Complex calendar management and scheduling through Outlook, • Booking international and domestic travel arrangements, • Expense management - Concur experience preferred, • CRM database management, • Ad hoc projects as needed THE BENEFITS • Hourly rates between $35/hr - $50/hr based on experience, • Opportunities for short and long-term contract assignments, • Flexibility in creating your own schedule, • Paid training days, • Free breakfasts and lunches are included by many of our clients THE CANDIDATE The ideal candidate will be resourceful, proactive, and communicative. Previous experience as an administrator within financial services is preferred. At Joss Search, we believe in finding the perfect candidates for our clients as well as the perfect clients for our candidates. If you like the sound of this fantastic opportunity and enjoy working in the heart of New York City, then apply now, we can’t wait to meet you! Joss Search is proud to be an Equal Opportunity Employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences, and bringing our community together.

Part of the Interparfums group founded in 1982, Interparfums USA develops, manufactures and distributes prestige fragrances as the exclusive worldwide licensee for Abercrombie & Fitch, Anna Sui, DKNY, Donna Karan, Dunhill, Graff, GUESS, Hollister, MCM, Oscar de la Renta, Roberto Cavalli, Salvatore Ferragamo and Ungaro. Through its global distribution network, the Company’s products are sold in over 120 countries. The Senior Manager, Packaging Development & Sourcing will manage, develop and launch new product and packaging solutions into the market, in addition to cost-saving initiatives and continuous improvement opportunities. This role may manage direct reports at the Jr Manager or Manager level. To succeed in this role, you will have a technical background in packaging engineering, understand various fragrance packaging materials and configurations, and are able to execute multiple projects at once. Prior people management experience is required. This position is based in office from Mondays-Thursdays, and remote on Fridays. Key Responsibilities • Manage packaging solutions for up to two brands, providing comprehensive feasibility and influencing of each concept in terms of manufacturability, cost of goods, investments, and preliminary lead times, • Work with outside vendor and subcontracting partners to define specifications, design criteria, quality parameters, and expectations from component production through filing and assembly, • Responsible for recommendation of sourcing and supply chain strategy within a global portfolio of vendors, • Ensure all programs meet the needs of the Brand while maintaining design, quality, cost, functionality, manufacturability objectives, and on time delivery, • Evaluate risks and develop clear mitigation plans to the Operations team, • Drive innovation by presenting new packaging concepts, technologies, and market trends both within and outside o the industry to continuously support innovation, • Support on-going business to ensure stock coverage, • Coach and develop direct reports., • erform other duties and responsibilities as assigned or needed. Education/Experience • Bachelor’s degree in Packaging Engineering or related field, • 7+ years of packaging development or engineering experience within Fragrance/Cosmetics/CPG industries, • Prior people management experience. Required Skills • Relevant understanding of packaging manufacturing, contract manufacturing production processes, • Technical competency and materials knowledge including but not limited to: injection molding, glass forming and decoration, dispensing systems, folding carton/rigid box design, • Excellent communication skills, including written, verbal, and presentation; comfortable and credible with both internal and external partners, • Self-starter who will thrive in fast-paced, dynamic environment, • Possess a strong sense of urgency and ability to multi-task and pivot Travel Requirements This position may require travel based on business needs. Travel may include visits to company locations, clients, vendors, industry events, or other business-related activities. The frequency and duration of travel will vary depending on business demands and may include occasional overnight stays. Employees must be able and willing to travel as required to successfully perform the essential functions of the role. We Offer • The salary range for this position is $160,000 – $185,000 annually, commensurable with skills, experience, and qualifications, • Bonus opportunity based on personal and business performance, • Robust healthcare, insurance, and benefit options, • Paid time off policies including vacation, personal, holiday, and sick days, • 401K plus company match, • Options to support development, including complimentary access to LinkedIn Learning, • An entrepreneurial career with a dynamic environment where all voices are heard and appreciated, • Low hierarchy with high visibility to C-Suite on a regular basis, • A growing company with a proven track record of solid financial stability Interparfums USA, LLC is an Equal Opportunity Employer and is committed to providing fair and equitable employment opportunities in compliance with all applicable federal, state, and local laws.

Job Title: Accountant Duration: 06+ months (Possible extension) Location: Hackensack NJ ; Wall Street, NY(Hybrid) Job Description: Accountant Join our dynamic team as an Accountant and play a vital role in managing complex financial operations within the investment industry. This position offers the opportunity to supervise accounting activities, provide expert financial guidance to clients, and ensure the accuracy and compliance of financial reporting for diverse investment structures. If you are detail-oriented, possess strong leadership skills, and thrive in a fast-paced environment, this is your chance to make a significant impact while advancing your career. Required Skills: • Bachelor's degree in accounting, finance, or a related field (or equivalent experience), • 5 to 7 years of experience in the alternative investments industry, including fund audits at a fund, administrator, or public accounting firm, • Solid understanding of general accounting principles, practices, and procedures, • Familiarity with daily accounting activities and financial statement reviews, • Strong verbal and written communication skills, • Proven leadership, team management, and organizational abilities Nice to Have Skills: • Working knowledge of Microsoft Office products, • Experience with Advent applications and Confluence financial reporting platform, • In-depth understanding of portfolio accounting and investment management, • CPA certification Preferred Education and Experience: • Bachelor's degree in accounting, finance, or related discipline, • Extensive experience in the alternative investments sector, including fund operations or audits Other Requirements: • Ability to perform daily accounting tasks in accordance with accepted procedures, • Attention to detail and problem-solving acumen, • Ability to adapt to evolving client needs and business strategies, • Willingness to contribute to process improvements and risk mitigation Ready to leverage your accounting expertise in a high-stakes environment? Apply now and take the next step in your professional journey—your future in investment accounting starts here! The hourly pay rate range for this position is $62.00 to $67.00 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits. Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. For immediate consideration, please forward your resume to dsingh@synergishr.com If you require assistance or an accommodation in the application or employment process, please contact us at dsingh@synergishr.com. Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com.

Asper.ai, a Fractal Company, is an AI-powered commercial growth platform designed for the world's leading consumer goods companies. Our mission is to help brands make smarter, faster, and more profitable commercial decisions by combining artificial intelligence, optimization, and decision intelligence. Consumer goods companies operate in an increasingly complex environment. Every day they make thousands of decisions around demand forecasting, pricing, promotions, assortment, and revenue growth management (RGM). These decisions are often spread across multiple teams, disconnected systems, and spreadsheets, making it difficult to respond quickly to changing market conditions. Asper brings these decisions together on a single AI-powered platform. Our solutions help customers continuously optimize commercial investments, improve forecast accuracy, accelerate planning cycles, and identify profitable growth opportunities. Rather than relying on intuition or static annual plans, our customers use AI to evaluate multiple business scenarios and make data-driven decisions in real time. Our Customer Success organization is the competitive advantage. We serve as trusted advisors and transformation partners, not just support. We help enterprises navigate organizational change, build internal capabilities, optimize platform usage, and achieve measurable commercial outcomes. Our approach is deeply consultative and outcome-focused. If you want to work at a company where customer success is a strategic competitive advantage rather than a cost center, this is the role. Asper Customer Success Impact Our Customer Success model focuses on outcome realization across the full customer lifecycle: • Successful implementations and on-time, on-budget go-lives, • Strong adoption rates and organizational alignment, • Continuous platform optimization and usage growth, • Strategic expansion opportunities aligned with customer needs, • Deep customer relationships and executive partnerships, • Expansion revenue growth through value-driven recommendations, • Long-term, sustainable customer relationships that compound value over time Why Customer Success Matters at Asper Success with Asper requires deep domain expertise, change management, and organizational transformation. Our Customer Success team is strategic, not transactional, combining: • Deep product expertise, • Commercial and RGM domain knowledge, • Change management and organizational strategy, • Business analysis and commercial acumen Key Responsibilities • Lead end-to-end client implementation, adoption and value generation for Asper.ai’s RGM platform., • Partner with CPG clients to define, design, and implement best-in-class RGM strategies., • Collaborate closely with Asper’s Product, Data Science, Engineering, Sales, and Marketing teams to ensure alignment on client needs and solution delivery., • Drive Delivery and User Adoption across client engagements., • Advise CPG clients on framing the problem statement and the preferred way to solve it to generate meaningful value What We are Looking For • 7-12 years of experiencein Customer Success or Consulting within the CPG RGM analytics., • Functional expertise / experience in Pricing, Trade Promotions, Pack Architecture, and Commercial Planning., • Proven experience leading client delivery for CPG, SaaS-based analytics or AI-driven solutionsor Analytics Engagement, • Demonstrated ability to engage and influence senior stakeholders (VP/C-level) and lead strategic discussions., • Strong analytical, problem-solving, and data-driven decision-making skills., • Ability to translate client needs into actionable product development inputs and influence roadmap priorities, • Sufficient proficiency in Data Science frameworks to drive the first level of discussion with the client stakeholders Leadership Qualities • Customer-first mindset - deeply committed to understanding and solving customer challenges across their entire journey, • Strategic thinker who connects platform capabilities to measurable business outcomes, • Lifecycle thinker - understands that implementation, adoption, and expansion require different approaches, • Strong communicator - fluent in both business and technical languages with diverse stakeholders, • Change agent - comfortable navigating complex organizational dynamics and driving transformation, • Data-driven - makes decisions based on insights, metrics, and business analysis, • Collaborative - works effectively across product, sales, engineering, and marketing teams, • Intellectually curious - passionate about learning new industries and business models, • Business-minded - understands commercial strategy, ROI, and revenue opportunity Why Asper.ai Shape how leading enterprises make critical commercial decisions—at every stage of their transformation journey. Work with transformational customers from launch through expansion. Master the full arc of enterprise customer success. Build expertise in commercial strategy and enterprise transformation across multiple industries. Directly impact customer success and company revenue growth. Join a team that values partnership, continuous learning, and customer outcomes at scale. • Partner with Fortune 500 enterprises across their entire transformation journey, • Become a trusted advisor to C-suite executives and commercial leadership teams, • Drive measurable business outcomes that directly impact customer success and company growth, • Work with a platform that delivers proven commercial impact across multiple industries, • Collaborate across product, engineering, sales, and marketing teams, • Build deep expertise in commercial strategy and enterprise transformation, • Opportunity to grow into customer success leadership and account management roles, • See the full arc of customer transformation—from struggle to success to growth Pay: The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the starting base salary for this role is $165,000, with potential for a higher base depending on experience level, skills, and overall fit for the position. This role is also eligible for a performance-based bonus tied to achieving sales goals related to new client acquisition and project growth. Benefits: As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation. Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Corporate Intelligence Analyst Join a leading global corporate intelligence firm advising private equity investors, financial institutions, and multinational corporations on high-profile transactions and complex business decisions across the US and Americas. This role offers the opportunity to work on a broad range of enhanced due diligence and investigative assignments, combining open-source research with human intelligence to deliver meaningful insights on some of the region's most challenging and commercially significant issues. It is an excellent opportunity for an intellectually curious individual looking to develop first-class investigative and analytical skills within a collaborative, international team. Responsibilities • Deliver corporate intelligence assignments across M&A, disputes, strategic investments, regulatory matters, and senior appointments, • Conduct investigative research and analysis into companies, individuals, political environments, and commercial relationships, • Assess commercial, reputational, regulatory, and political risks relevant to client decisions, • Map stakeholder relationships, political dynamics, and influence networks, • Develop and manage human source networks to support intelligence gathering, • Conduct discreet enquiries and source-led research across multiple jurisdictions, • Produce clear, concise, and commercially relevant written analysis for senior business leaders, investors, and legal counsel, • Present findings directly to clients through calls and meetings, • Work across multiple sectors, markets, and subject areas simultaneously, • Operate with limited oversight while managing competing priorities and deadlines Requirements • 3-5 years’ professional experience in corporate intelligence, strategic advisory, management consulting, law, government, investigations, or think tanks, • Excellent qualitative research skills, • Strong investigative mindset with curiosity, persistence, and commercial awareness, • Strong written communication and analytical skills, • Comfortable advising senior stakeholders and handling sensitive matters, • Strong academic background preferred (preference for research intensive subjects, such as politics, international relations, history, etc) Candidate Profile • Investigative by instinct and resourceful in obtaining information, • Commercially minded with an ability to identify what matters most to clients, • Interested in politics, business, international affairs, and complex commercial situations Please note: The following backgrounds / experience are not relevant to this role • Data, business, or financial analytics, • Banking and financial services compliance, AML, or KYC, • Private investigations, • Sales, marketing, competitor analytics, business intelligence, • Law enforcement SLOANE | SHOREY Sloane Shorey Consulting is an executive search firm focused on senior appointments and specialist hires in risk advisory and strategic intelligence. Sloane Shorey is a Ministry of Manpower Licensed Employment Agency: EA License 20S0307

A growing Multi-Family Office and Advisory Firm is seeking a Senior Manager of Family Office Accounting & Advisory to join and help build a newly established division focused on providing comprehensive financial services to high-net-worth and ultra-high-net-worth individuals and families. The firm advises clients ranging from approximately $2 million to $2+ billion in net worth, providing an integrated approach across accounting, tax, financial reporting, investment-related matters, and broader family office advisory. This is a highly visible, client-facing position with the opportunity to work directly with sophisticated individuals, families, business owners, and their advisors. As one of the senior members of a new and growing practice, this individual will have the opportunity to help shape the division, develop client relationships, build a team, and follow a defined path toward Partner. Key Responsibilities • Serve as a primary advisor and relationship manager for a portfolio of high-net-worth and ultra-high-net-worth individuals and families, with net worth ranging from approximately $2 million to $2+ billion., • Oversee the accounting and financial reporting for clients' personal assets, investment entities, trusts, partnerships, foundations, family businesses, and other closely held entities., • Provide clients with a comprehensive view of their financial position, including cash flow, liquidity, investment activity, tax exposure, and overall portfolio reporting., • Partner with clients and their outside advisors on individual, partnership, trust, estate, and investment-related tax planning and compliance., • Review complex individual and entity tax matters and proactively identify tax-planning opportunities., • Advise clients on the accounting and tax implications of investments across public markets, private equity, real estate, hedge funds, private credit, operating businesses, and other alternative investments., • Coordinate with investment managers, attorneys, bankers, estate-planning professionals, insurance advisors, and other third-party service providers., • Provide broader CFO and family office advisory services, helping clients evaluate financial decisions and manage increasingly complex personal and investment portfolios., • Oversee budgeting, cash management, capital calls, distributions, investment reporting, and other day-to-day family office accounting functions., • Manage and review the work of accounting and tax professionals supporting client engagements., • Develop processes, reporting packages, technology, and best practices as the firm continues to build out its Family Office practice., • Participate in new client onboarding, prospective client meetings, and business-development initiatives., • Develop long-term relationships with clients and become a trusted advisor on financial, accounting, tax, and strategic matters., • Play an integral role in recruiting, developing, and mentoring future members of the Family Office team. Qualifications • Active CPA license required., • Approximately 8+ years of progressive accounting, tax, family office, or advisory experience., • Strong preference for candidates with experience advising high-net-worth or ultra-high-net-worth individuals and families., • Experience within a Big Four, national/regional public accounting firm, multi-family office, wealth advisory firm, or private family office is highly desirable., • Strong understanding of individual taxation and experience with HNW/UHNW tax planning and compliance is strongly preferred., • Experience working with complex investment structures, partnerships, trusts, closely held businesses, and alternative investments is preferred., • Ability to understand a client's entire financial picture rather than operating solely as an accountant or tax preparer., • Strong executive presence and ability to communicate directly with sophisticated clients and their outside advisors., • Demonstrated ability to manage multiple client relationships and complex engagements simultaneously., • Entrepreneurial mindset with an interest in building a practice rather than simply joining an established team. Career Opportunity This is not intended to be a traditional Senior Manager position with a limited progression path. The Family Office division is a new and strategic growth initiative for the firm, creating an opportunity for this individual to join at an early stage and have a meaningful impact on how the practice is built. The successful candidate will have exposure to firm leadership, participate in business development and client expansion, help recruit and develop the team beneath them, and take on increasing responsibility for the overall practice. There is a clear and potentially accelerated path to Partner for an individual who demonstrates the ability to manage sophisticated client relationships, expand the firm's Family Office offering, develop business, and help scale the division.

About Capricorn Capricorn is a sustainable investment platform serving families, foundations, and institutional investors for 25 years as a full-service Outsourced Chief Investment Officer building endowment-style portfolios, and through select impact investment products. Our investment philosophy is rooted in the belief that sustainable investment practices can enhance risk-adjusted returns, and that breakthrough commercial solutions to the world's most pressing problems represent real investment opportunities. With offices in New York City and Menlo Park, Capricorn has grown to manage $23 billion in multi-asset class portfolios for families, foundations, and institutional investors across the world. We believe diverse perspectives improve investment decision-making. Our team reflects a wide range of backgrounds, nationalities, experiences, and viewpoints, united by intellectual curiosity, rigor, and a commitment to excellence. Learn more at www.capricornllc.com The Role The Investment Analyst supports every stage of our investment process across the OCIO platform and the Sustainable Investors Fund (SIF), from portfolio analysis to sourcing, underwriting, and committing capital to external fund managers. This is a structured 2-year program, designed to provide exposure to investment funds and the underwriting process across all asset classes (Venture Capital, Private Equity, Real Assets, Public Equities, Hedge Funds, Credit Funds, etc.). The program is intentionally structured to provide intensive professional development and broad investment exposure. High-performing analysts may be considered for longer-term opportunities within Capricorn as business needs and individual career objectives align. The role focuses on our OCIO and SIF mandates and does not cover our venture fund, the Technology Impact Fund. Responsibilities Investment Research & Due Diligence: • Assist in sourcing, due diligence, and investment structuring for LP commitments into funds and GP stakes investments., • Map and monitor the landscape of funds in various asset classes/impact verticals., • Regularly update the investment pipeline database and prepare materials for internal pipeline meetings. Investment Committee Process: • Prepare and present comprehensive investment recommendation documents for the investment committee detailing the investment thesis and due diligence on an investment opportunity with supporting quantitative models and analysis., • Actively participate and engage in collaborative discussions on all investments recommended for inclusion into the portfolio. Portfolio Monitoring: • Schedule quarterly calls with external fund managers in our portfolio and draft quarterly reports. Portfolio Management: • Analyze portfolio performance, exposures, risk characteristics, and asset allocation positioning., • Conduct market research and provide investment insights that support portfolio management decisions., • Build quantitative tools and financial models to evaluate portfolio risks and opportunities., • Support portfolio construction and manager allocation decisions across asset classes. Sustainability & Impact Integration: • Integrate sustainability and diversity considerations into the investment process, as well as underwriting and engagement with fund managers. Culture: • Engage with colleagues across the firm on special projects as needed., • Be a positive contributor to our high-performing, impact driven culture. Qualifications Required • 1 – 3 years of experience in investment banking, asset management, financial data analytics, or a top tier consulting firm., • Strong financial modeling and analytical capabilities, including proficiency in Excel., • Knowledge of finance, accounting, capital markets, portfolio theory, and investment concepts., • Outstanding written and verbal communication skills, including the ability to articulate and defend well-reasoned opinions., • Demonstrated ability to analyze complex problems, identify central issues, and develop thoughtful recommendations with limited oversight., • Interest in sustainable investing and applying rigorous investment analysis to sustainability-related risks and opportunities., • Bachelor's degree in Finance, Economics, Engineering, Mathematics, Data Science, or a related field. Preferred • Experience using investment research or market intelligence platforms such as Preqin, PitchBook, Bloomberg, Capital IQ, Burgiss, or similar systems., • Experience maintaining CRM or investment research databases., • Experience with Python, SQL, data visualization, AI-assisted research tools, or other investment analytics platforms., • Experience working with institutional investors, investment managers, or private market investments. Compensation & Benefits • Base Salary $125,000, • Total Compensation $150,000 - $300,000, commensurate with experience and performance, at the firm's discretion, • Comprehensive health and wellness benefits., • Retirement benefits., • Professional development opportunities., • A dynamic, collaborative, and entrepreneurial investment environment. To Apply Please send your resume to: employment@capricornllc.com with ‘Investment Analyst’ in the subject line. In your email, please briefly describe your interest in the role and why Capricorn's investment approach resonates with you. We value all forms of diversity and encourage candidates of all backgrounds and experiences to join our team.

Company Overview: Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology, we design, develop, and deliver sustainable solutions at pace and scale, creating greater value for our customers, employees, shareholders, and society. BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide. Our Financial Services business serves Capital Markets, Insurance and Payments verticals, supplemented with Data & AI, Cybersecurity, Risk & Compliance, Change Management and Digital Transformation practices. We integrate deep industry expertise with business, technology, and quantitative disciplines to deliver high-impact results for our clients. BIP is currently expanding its footprint in the United States, focusing on growing its Capital Markets and Financial Services lines. Our teams operate at the intersection of business strategy, technology, and data to help our clients drive smarter decisions, reduce risks, and stay ahead in a fast-evolving market environment. About the Role: We are seeking a hands-on Full Stack Data Engineer to design, build, and enhance data products supporting front-office investment workflows across Portfolio Management, Trading, Risk Analytics, and related business functions. This role sits at the intersection of data engineering, software engineering, front-end development, and investment data. The successful candidate will work across the full data lifecycle—from source ingestion and transformation through database design, curated datasets, APIs, and modern React-based user experiences. The ideal candidate brings strong Python, SQL, React, and API development experience combined with an understanding of investment-management data, including positions, transactions, pricing, market data, security master, reference data, accounts, portfolios, and risk/analytics data. This is a hands-on engineering position within a globally distributed team and is well suited to an engineer who can take meaningful ownership of production data products while partnering closely with front-office and technology stakeholders. Key Responsibilities: • Design, build, and enhance scalable data ingestion and transformation pipelines supporting critical front-office and investment data sources, including near-real-time data where required., • Develop database structures and data models spanning source-aligned data through curated, consumption-ready datasets., • Work with investment data including positions and holdings, transactions, security and instrument master data, pricing and valuations, market data, reference data, accounts, portfolios, investment structures, and risk and analytics data., • Develop REST and/or GraphQL APIs and data-access services that enable applications and analytics workflows to efficiently consume curated investment datasets., • Build intuitive React-based user interfaces that enable Portfolio Managers, Traders, Risk professionals, and other users to explore, validate, and interact with data., • Partner with Portfolio Management, Trading, Risk, Data Engineering, and other stakeholders to understand business workflows and translate requirements into scalable technical solutions., • Investigate and improve existing datasets and pipelines with a focus on data quality, reconciliation, reliability, query performance, lineage, transparency, and usability., • Trace and troubleshoot data issues end-to-end across source systems, transformations, databases, APIs, and user-facing applications., • Apply strong software engineering practices including automated testing, code reviews, documentation, version control, and production validation., • Leverage modern AI-assisted development tools to accelerate engineering, testing, debugging, documentation, and data analysis., • Explore opportunities to make trusted enterprise investment data accessible to AI assistants, agents, and other AI-enabled workflows., • Participate in production support and take ownership of resolving data and application issues. Required Skills and Experience: • 6–8+ years of professional software engineering experience, with meaningful hands-on experience across data/backend engineering and front-end development., • Strong programming skills in Python, including experience building production-quality data pipelines, services, or applications., • Strong experience developing modern web applications using React and JavaScript/TypeScript., • Advanced SQL skills with practical experience designing, querying, and optimizing relational or analytical database structures., • Strong experience building data pipelines involving ingestion, transformation, validation, and delivery of large or complex datasets., • Experience developing and/or consuming REST and GraphQL APIs., • Experience working with cloud-based data environments and modern data warehouses; Azure, Snowflake, and Azure Kubernetes Service (AKS) is required., • Strong understanding of the full data lifecycle from source ingestion and transformation through databases, curated datasets, APIs, applications, and analytics consumption., • Experience troubleshooting complex data issues across multiple technology layers., • Experience working within asset management, investment management, capital markets, or a similarly data-intensive financial services environment., • Strong understanding of front-office investment data concepts including positions/holdings, transactions, pricing, market data, security master, reference data, account and portfolio data, and risk/analytics data., • Understanding of how investment data is consumed by Portfolio Managers, Traders, Risk professionals, and investment analytics teams., • Hands-on experience with modern AI-assisted software development tools such as Codex, Claude, Cursor, GitHub Copilot, or similar technologies., • Strong delivery ownership with the ability to operate effectively in a fast-paced, globally distributed engineering environment., • Excellent communication skills and ability to collaborate effectively with both technical teams and front-office business stakeholders. Preferred Qualifications: • Direct experience supporting Portfolio Management, Trading, Risk, or other front-office investment workflows., • Experience working with private markets, alternative investments, or Private Equity data., • Experience with Snowflake data modeling and performance optimization., • Experience building or supporting near-real-time or event-driven financial data pipelines., • Familiarity with Spark or other distributed data-processing frameworks., • Experience developing semantic or analytics-ready datasets for platforms such as Tableau, Power BI, Sigma, or Pyramid., • Exposure to AI/LLM application development, including retrieval, tool use, agents, structured outputs, or natural-language interfaces over enterprise data., • Java development experience in addition to Python., • Experience building data products designed for both human users and AI-enabled applications. Compensation: The base salary range for this role is $130,000 - $175,000 Benefits: • Choice of medical, dental, vision insurance., • Voluntary benefits., • Short- and long-term disability., • HSA and FSAs., • Matching 401k., • Discretionary performance bonus., • Employee referral bonus., • Employee assistance program., • 11 public holidays., • 20 days PTO., • 7 Sick Days., • PTO buy and sell program., • Volunteer days., • Paid parental leave., • Remote/hybrid work environment support. For more information about BIP US, visit https://www.bip-group.com/en-us/. Equal Employment Opportunity: It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds. BIP US provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.

AVP, Head of Investment Surveillance job! Our Client designs, distributes, issues, administers, and services annuity and related product solutions for individual consumers and institutions worldwide. Our Client is paving the way for industry-leading proprietary technology and system designs, along with third-party platform support for other institutions. The AVP, Head of Investment Surveillance job's competitive base salary is $200k to $225k Negotiable DOE with a 25% annual bonus target. This AVP, Head of Investment Surveillance job is located in New York City, NY. Apply now for this excellent AVP, Head of Investment Surveillance job! Summary The AVP, Head of Investment Surveillance will build and lead our Client's post-investment monitoring function across the general account and related portfolios. In this role, you will identify emerging credit deterioration, investment limit or allocation drift, valuation concerns, and external manager underperformance. Additionally, you will establish a consistent, risk-based surveillance framework across public and private fixed income, securitized products, mortgage loans, private credit, fund finance, and alternative investments while supporting regulatory, rating agency, audit, and reinsurance reporting requirements. Key Responsibilities Surveillance Framework & Credit Monitoring • Build and maintain a comprehensive investment surveillance framework across the general account and related portfolios. Specifically, establish monitoring metrics, review cadence, early-warning indicators, escalation thresholds, and supporting documentation for each asset class., • Conduct asset-level and portfolio-level surveillance across public and private investment-grade corporates, municipals, securitized products, residential and commercial mortgage loans, private credit, direct lending, fund finance, asset-based lending, rated feeder structures, infrastructure, and alternative investments., • Evaluate issuer and borrower fundamentals, spread and rating migration, collateral and loan performance, covenant and trigger compliance, leverage, borrowing-base adequacy, refinancing risk, and other asset-specific indicators., • Furthermore, perform detailed reviews of positions that demonstrate signs of deterioration and clearly communicate findings. Investment Limits & Portfolio Positioning • Monitor compliance with regulatory, contractual, and internal investment limits, including:, • NAIC designation-based limits, • Single-name and concentration limits, • Investment policy requirements, • Investment management agreement requirements, • Reinsurance treaty guidelines, • Additionally, maintain a complete, auditable inventory of investment limits while managing exception, cure, waiver, and remediation processes., • Track portfolio positioning against strategic asset allocation objectives, including:, • Weighted-average yield targets, • RBC constraints, • Duration ranges, • Spread over crediting rates, • Allocation targets, • Fee limitations, • Accordingly, identify breaches or emerging allocation drift and recommend timely corrective actions. Manager Oversight, Watchlist & Valuation • Oversee surveillance of subadvisors and external investment managers by monitoring:, • Guideline compliance, • Style drift, • Performance versus mandate, • Strategic allocation targets, • Reporting quality, • Fee monitoring, • Establish consistent reporting standards and manager review templates across the investment platform., • Own the investment watchlist and impairment candidate processes. Additionally, chair recurring surveillance meetings and deliver concise, decision-ready analysis to the Investment Team, Investment Committee, and Board, as appropriate., • Coordinate valuation reviews for hard-to-value and less-liquid assets, including private placements, mortgage loans, fund interests, feeder notes, and alternative investments., • Moreover, challenge manager or pricing vendor valuations when appropriate and thoroughly document the basis for conclusions. Reporting, Data & Technology • Support regulatory agencies, rating agencies, auditors, and reinsurance counterparties by providing accurate, defensible asset-level surveillance data and analytical reporting., • Prepare information supporting:, • RBC reporting, • BCAR analyses, • Statutory reporting, • Capital adequacy assessments, • Develop and maintain surveillance technology and reporting infrastructure, including Bloomberg, Intex or comparable cash-flow tools, trustee and loan-level data, manager data feeds, dashboards, and automated recurring reports. Governance & Communication • Establish and maintain written surveillance policies, procedures, methodologies, and governance standards., • Document material methodology changes, conduct periodic reviews, and ensure the surveillance function remains audit-ready., • Finally, communicate emerging risks promptly and objectively by distinguishing verified facts from professional judgment while clearly identifying unresolved data gaps and reporting limitations. Qualifications • Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field., • Additionally, a CFA, FRM, MBA, or other relevant advanced credential is preferred., • 10+ years of experience in fixed income, credit research, investing, portfolio monitoring, or investment surveillance, including at least five years of directly relevant experience in investment surveillance, credit analysis, or asset management oversight., • Insurance general account experience is strongly preferred, including familiarity with investment management and reporting considerations for life insurance or annuity portfolios., • Demonstrated ability to evaluate investment risk across diversified public and private markets, with deep expertise in multiple asset classes and the capability to provide credible oversight across broad investment portfolios., • Strong working knowledge of insurance regulatory and rating agency frameworks, including:, • NAIC designations, • Risk-Based Capital (RBC), • Commercial mortgage ratings, • Schedule BA and Schedule D classifications, • Investment limit frameworks, • AM Best BCAR methodology, • Experience overseeing external investment managers or subadvisors within a multi-manager investment platform., • Advanced proficiency with Bloomberg, Microsoft Excel, and Intex or comparable cash-flow and surveillance tools. Furthermore, experience with SQL, Python, data visualization, or reporting automation is a plus., • Demonstrated success building and leading an investment surveillance function with limited existing infrastructure while independently designing, implementing, and continuously improving processes., • Excellent judgment, analytical thinking, and communication skills, with the ability to present complex or adverse conclusions to senior executives through clear, well-supported analysis and documentation.

OnyxPoint is an event-driven investmentalternative asset management firm that invests opportunistically across the entire capital structure of companies. Become part of a fast-growing hedge fund and work with a highly experienced investment team to seize the opportunities emerging from the sweeping transition in AI infrastructure, real assets and energy markets. Investment Analyst Position (Internship) We are looking for highly motivated interns to assist withsupport the Firm’s investment research across a broad range of real asset sectors, including power, data center and AI infrastructure, upstream and midstream oil and gas, metals/mining, chemicals, shipping and related materials industries. Our small investment team offers an opportunity to work closely with senior members of the firm and to have extensive interaction with management teams and external advisors. The successful candidate will evaluate a wide spectrum of equity and credit opportunities across OnyxPoint’s core investment strategies in performing and distressed situations. The role demands rigorous analysis of large datasets, financial modeling, and development of clear, high-conviction investment theses. Strong analytical skills, effective communication, and the ability to thrive under pressure are essential to identify opportunities and inform strategic investment decisions. We seek highly motivated individuals with a track record of excellence. In addition to strong analytical and quantitative abilities, the successful candidate will possess excellent written and verbal communication skills, the ability to thrive in a collaborative team environment, and the resilience to perform effectively under pressure.The Firm’s lean investment team and flat organizational structure offers a unique opportunity to work closely with the Firm’s investment professionals. Initial assignments are expected to be short duration in nature with the opportunity to potentially play a larger role in the Firm’s investment process over time. The successful candidate will be a highly motivated self-starter with a demonstrated history of excellence in prior endeavors. In addition to strong analytical and quantitative skills, the successful candidate should have strong communication skills, a demonstrated ability to write effectively, and a desire to work in a team environment. Primary Responsibilities • Conduct comprehensive company and industry research, including risk assessment, and quantitative and qualitative analysis of business, financial, and market trends., • Analyze performance trends of prospective and existing investments, identifying key value drivers, risks, and opportunities., • Contribute to idea generation and market research, identifying actionable opportunities across sectors., • Monitor public market portfolio positions, including stress-testing portfolios against market shocks and evaluating factor exposures across positions., • Monitor private portfolio companies, assessing operational performance, evaluating platform and add-on acquisitions, and reviewing potential exit strategies., • Track industry news, regulatory developments, and market trends to inform investment strategies and identify emerging risks or opportunities., • Build and maintain detailed financial models, incorporating multiple business projections, capital structures, and sensitivity analyses to test critical assumptions., • Prepare investment committee materials and memoranda in collaboration with senior team members, summarizing analyses, recommendations, and key risks., • Participate in investment meetings, effectively communicating insights and supporting investment decisions., • Collaborate with the investment team to develop and refine investment theses, sharing insights and challenging assumptions to improve decision-making., • Participate in post-investment reviews to assess outcomes versus projections, capturing lessons learned to improve future analyses., • Support the team with ad hoc projects, sector analyses, and other strategic initiatives as needed., • Maintain and enhance internal research databases and analytical tools to improve workflow efficiency and investment decision-making. Qualifications and Experience • Currently pursuing a Bachelor’s degree with an exceptional record of academic achievement., • Prior internship experience or relevant coursework in investment banking, sales and trading, asset management, or a related field preferred., • Strong modeling, analytical, valuation and problem-solving skills., • Ability to take initiative and be accountable for running a process to conclusion., • Strong multi-tasking skills and attention to detail., • Ability to excel in a rigorous and fast-paced team-oriented work environment., • Outstanding communication skills with the ability to articulate and present complex information to key internal and external stakeholders in a clear and concise manner. Salary The anticipated salary for this position is $20-25 per hour. This salary range does not include any other forms of compensation or benefits offered in connection with the position. The actual salary offered depends on a variety of factors, which may include but are not limited to, the qualifications of the individual applicant for the position, years of relevant experience, and specific and unique skills. Location New York City How to Apply To begin your application, please submit a cover letter and CV to recruiting@opglp.com.

The Associate will join the firm's Private Capital Advisory (“PCA”) – Secondaries team in New York, with a dedicated focus on Real Estate & Infrastructure GP-led transactions, including continuation vehicles, recapitalizations, and joint ventures. The Associate will play a central role in execution leadership, sponsor relationship management, asset underwriting, and transaction structuring, working closely alongside senior PCA bankers and Jefferies’ Real Estate Gaming & Lodging and Infrastructure coverage teams. This role is designed for a banker who combines M&A-level execution rigor with a deep understanding of private capital markets, real asset investing, investor dynamics, and GP objectives across the fund lifecycle. Team & Platform Overview The Private Capital Advisory platform is part of one of the largest and most active fully integrated franchises on Wall Street, advising sponsors on strategic franchise enhancing transactions. The team advises leading managers across a broad range of sectors, including but not limited to digital infrastructure (data centers), industrial, residential, hospitality, and self-storage. • ~20% global GP-led market share in 2025, • 95 GP-led transactions signed or closed since January 2022, • $63B+ of GP-led transaction volume signed or closed since 2022 The team operates as one integrated Private Capital Advisory platform, combining: • 110+ dedicated secondary advisory professionals across seven global offices, • 150+ private capital professionals globally Responsibilities • Lead/co-lead day-to-day execution of single-asset and multi-asset continuation vehicle transactions across real estate and infrastructure portfolios, • Own financial modeling, valuation analysis, and underwriting materials for real estate and infrastructure assets, portfolios, and funds, • Analyze asset-level operating performance, cash flow characteristics, capital structure considerations, and long-term value creation plans, • Prepare and manage CIMs, management presentations, term sheets, LP election materials, and investment committee documentation, • Coordinate buyer outreach, investor diligence, bid evaluation, syndication processes, and transaction closings, • Serve as a day-to-day coverage point for real estate and infrastructure sponsors and asset managers, • Manage Analysts, maintaining high execution standards and mentoring junior team members, • Support senior bankers in origination efforts and strategic advisory dialogues regarding portfolio optimization, fund liquidity solutions, and continuation vehicle opportunities, • Work closely with sector banking, project finance, and capital markets teams to evaluate asset-specific investment considerations and market dynamics Qualifications & Profile • 2-5+ years of experience in investment banking, private capital advisory, secondary advisory, real estate advisory, or infrastructure investing, • Experience evaluating or advising on real estate, infrastructure, or other real asset investments is strongly preferred, • Direct exposure to GP-led transactions, continuation vehicles, sponsor coverage, or complex private market transactions is preferred, • Strong foundation in valuation methodologies relevant to real assets, including DCF, NAV, project finance, and asset-level cash flow analysis, • Understanding of private fund structures, sponsor economics, and institutional investor requirements, • Ability to manage complex transaction processes and senior stakeholder relationships, • Demonstrated leadership, project management, and team management capabilities, • Exceptional analytical, communication, and presentation skills with a high level of attention to detail

Acquisition Associate/Senior Analyst Position at a New York City based Real Estate Investment & Development Firm The firm is seeking an experienced Real Estate Associate/Analyst to join a leading real estate development team to handle acquisitions, capital markets, development, and asset management activities. The team is currently in an active expansion mode building out its New York City investment portfolio across multiple asset classes. THE COMPANY: A privately held commercial real estate development, investment, and management firm in New York. The acquisitions and development team pursues institutional-sized ($300 million to $1 billion) value-oriented investments and projects having invested over $2 billion across 10 transactions over the last 5 years. This is a small hard-working team that has produced top quartile results over the last cycle and has a meaningful pipeline of compelling opportunities. EXPERIENCE: A candidate must have no less than 2+ years of relevant real estate underwriting experience. Investment banking, private equity, or similar institutional experience preferred. Key Responsibilities: • Assembling and modifying cash flow projection models for investment, development, and asset management teams, utilizing both Excel and Argus., • Assist with all due diligence relating to new investments including but not limited to the review of third party environmental and engineering reports, title, survey, historical financial statements, leases, and market research., • Assembling and drafting investment memos to be presented to executive, investors and lenders., • Monitor and analyze the financial performance of development, leasing, and property management functions on active projects, properties and portfolios., • Create/maintain portfolio models, • Assist with monthly distributions, lender draws, financing and disposition transactions., • Preparation and review of property-level, portfolio level and investors/lender reporting., • Preparation of ad-hoc reports when needed., • Assist with special projects as needed. Qualifications: • Strong skills in financial analysis and modeling stabilized cash flows and development projects in excel., • High proficiency in Argus ideal., • At least 2 years of analytical real estate experience working in private equity, investment banking, or owner/developer., • Experience in the investment underwriting both commercial and residential asset types. Experience underwriting development opportunities is preferred., • Experience in preparing written investment recommendations and participating in investment opportunity presentations., • Candidate should be proactive and self-motivated with a strong work ethic and possess the ability to execute effectively in a fast-paced, deadline-driven environment., • Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity., • This is an in-office position. Candidate must be New York based and be able to work out of the office in Manhattan. A modeling case study will be part of the application process. Compensation: Salary range $150,000-$200,000. Actual base salary will be determined based on individual’s experience, skills, and qualifications. In addition, employees are eligible for an annual discretionary bonus and full benefit package.

Job Title: US Analyst, CLF FSG Department: Corporate and Leveraged Finance– Fund Solutions Group North America Crédit Agricole Corporate and Investment Bank (“CACIB”) is the corporateand investment bankingarm of the Crédit Agricole Group. Based in New York, CACIB’s Corporate and Leveraged Finance Group (“CLF”) is a global businessencompassing expertise in Financing Solutions for Funds, Corporate Debt Origination, Acquisition Finance & Advisory, Leveraged Finance and TMT Finance. Fund Solutions Group for North America (FSG NA) is dedicated to provide Asset Managers and Financial Sponsors with integrated and tailored financing solutions, covering all funds financing needs including, but not limited to: sublines, equity bridges, Hybrid / NAV, bridge to bridge facilities, management company facilities. FSG NA is seeking a recent university graduatethat has relevant education and financial industry experience. The team provides a full array of financing solutions for sponsors and asset manager clients, as well as for selected limited partners. The team originates, structures and executes a wide range of products, in various investments sectors (or assets classes). This person will provide support to both junior and senior bankers, by portfolio management (ongoing daily tasks including internal reporting, note taking, tracking of emails, etc. ), assisting in financial and credit analysis, including the review and analysis of fund documents, conducting market research, and providing general support across various projects and working streams. The role offers an opportunity to become an integral part of Credit Agricole’s CLF FSG franchise and assist in all aspects of deal execution. The ideal candidate will demonstrate strong work ethic and initiative, open-mindedness and a knack to learn, excellent analytical and communication skills, superior organizational ability, and the capacity to work under pressure with tight timelines. An understanding of banking and capital markets is a necessity. The position offers exposure across various groups/platforms across the bank and the opportunity to participate in interesting and innovative financing solutions along the private capital structure, executed from beginning to end. US Analyst Program Overview: The U.S. Analyst program offers an opportunity for recent college graduates interested in finance and investment banking to actively participate in this fast-pacedand challenging industry.We provide our U.S. Analysts with the tools necessary for professional growthand career advancement. The U.S. Analyst experience fosters the opportunity to connect with people who can help guide your career. The U.S. Analyst positionwill be availablefor a maximum of 2 years. The goal of the U.S. Analyst program is to develop the ideal candidate for consideration to a potential permanent position at the end of the two years. Job Overview: Assist FSG NA team members and management in the day-to-day tasks and responsibilities of the department, with a focus on origination, structure and execution and portfolio management. The ideal candidate should have great organizational skills to be able to manage multiple deals and working streams in order to meet tight deadlines. Responsibilities: • Portfolio monitoring includes the following but not limited to:, • Keep ongoing pipeline tracking of all current live deals and upcoming deals (including work streams, next steps), • Management of various reports and spreadsheets with internal tracking items (profitability and risk metrics) on a daily, weekly and monthly basis, • Maintenance of internal databases as well as all the monitoring and reporting tools of the entire portfolio of transactions, • Assist in the preparation of Internal reporting requirements to both local and head officeteams as well as senior management, • Deal lifecycle tasks include the following but not limited to:, • Assist in preparation of client / external / internal presentation materials including pitch books, lender’s presentation materials, term sheets, • Prepare financial analysis on funds and funds vehicles, • Assist in the preparation of transaction memorandums, credit analysis and creditrequests, • Craft clear and succinctwritten analysis of fund performance, industry market trends and related commentary, • Review of legal documentation and preparation of closing memos, • Work with other team members, credit, legal, relationship managers, operations and senior management to ensure the timely and accurate information gathering and analysis Qualifications: Minimum • Candidate is eligible to work in the US, • Candidate does not require Visa Sponsorship now or in the future (including F1, OPT, CPT), • Recent collegegraduate in Business/Economics/Finance/Accounting or related field with excellent educational record Preferred • Strong communication, interpersonal and collaborative teamworkskills, • Ability to work under pressure with different priorities and tight project deadlines, • Team orientation, strong attitude, motivation and continued eagerness, • Reliability, attentionto detail and quality outputs,ability to work against deadlines in a demanding environment are of the utmost importance, • Fluent proficiency in English, • Expert proficiency and strong computer skillsin the use of all Microsoft suite products (including but not limited to. Excel (including data formatting, data analysis, tables and charts, data validation, advanced formulas and function creation, macro creation), PowerPoint, Word, Outlook) as these tools will be utilized on a daily basis, • Proficiency in use of Bloomberg, • Advanced financial analysis capabilities, • Strong familiarity with accounting, banking and capitalmarkets concepts

A Multi-Billion Private Equity Firm is looking to hire an Assistant Controller for their Investment/Portfolio Team. This role will report to Controller and CFO working directly with their Investment Team. The team has about 3ppl and all young professionals with strong internal collaboration. Will be responsible for Fund Investments/Portfolio reporting, investment accounting, budgeting, forecasting, and investment metrics, other duties. This professional with be instrumental in the growth of the firms Investment financial operations. Lead and Driving Financials cycle, including but not limited to Financials, Month-end and year-end, tax reporting, and working with outside auditors RESPONSIBILITIES • Manage and lead timely and accurate Investment Fund Financials including monthly, quarterly and annual closing activities, and financial analytics., • Review and Analyze preparation of Fund Financial Reports including Fund P&L's, • Budgeting and Forecasting, • Review and maintain supporting spreadsheets and documentations, • Work with fund administrator on all activity including waterfall calculations, timing of deliverables, performance reporting and capital account statements., • Work with external CPA Firm on Audit and Taxation REQUIREMENTS • 6+ years of Investment/Fund Financials, including at least 2 years in Public Accounting Audit Teams, • Must have bachelor’s degree in Accounting, Master's and CPA is needed, • Strong in GAAP Our client is a total compensation organization where you will be eligible for a base salary and discretionary performance bonus, including benefits. The estimated base salary range for this position is $190,000-210,000 plus bonus plus Carried Interest plus stellar paid fringe benefits.

Position Title: Controller – Commercial Real Estate Status: Direct Hire Location: On- site, Manhattan, Mid-Town, New York, Zip 10016 Hours: Mon – Fri, 9 am – 5 pm Pay: $150K-200K, +bonus Job Summary A well-established, family-owned commercial real estate company based in Midtown Manhattan is seeking an experienced Controller to join our team. We own and manage approximately 1,000,000 rentable square feet of commercial real estate in Midtown South, including office, retail, and commercial/manufacturing properties. We seek an organized, responsible, and motivated professional with experience in commercial real estate accounting and property management. This key role combines accounting, finance, tax, treasury, and real estate responsibilities. The Controller will report on managing the company’s daily accounting and financial operations, including financial reporting, tax matters, treasury and cash management, mortgage and lender reporting, tenant billing and receivables, accounts payable, and property management systems. This role extends beyond traditional accounting. The Controller will collaborate with ownership, property management, tenants, lenders, accountants, attorneys, and other professionals, and will be actively involved in daily company and property operations. We value collaboration, dependability, and a personable approach. We seek individuals who take ownership of their responsibilities and can work independently and as part of a team. Strong interpersonal skills are essential. The ideal candidate is professional, friendly, and comfortable communicating with tenants and external professionals to support our long-term landlord-tenant relationships. This is an excellent opportunity for an experienced real estate accounting professional seeking a meaningful role with a stable, long-term property owner, rather than a narrowly defined accounting position. Key Responsibilities The Controller will have broad responsibility for the company's financial and accounting functions and its real estate portfolio. Responsibilities will include, but are not limited to: • Financial Accounting & Reporting: Maintain and oversee financial records, general ledgers, trial balances, financial statements, adjusting and eliminating entries, intercompany transactions, and other periodic financial reporting., • Tax Compliance & Coordination: Coordinate with the company’s outside accounting firm, Anchin, on quarterly tax estimates, tax payments, and preparing and filing federal, state, and local tax returns. Prepare and oversee required real estate filings, including RPIE reports., • Treasury & Cash Management: Oversee banking relationships, account setup and administration, cash balances, transfers, reconciliations, and related accounting entries., • Lender & Mortgage Reporting: Manage lender and loan-servicer requirements, including quarterly and annual reporting, financial statements, trial balances, rent rolls, DSCR calculations, insurance compliance, economic surveys, and other required submissions. Communicate directly with lenders and servicers as necessary., • Tenant Billing & Lease Administration: Oversee tenant billing and accounting records, including base rent and other lease charges, operating expense escalations, real estate tax escalations, termination payments, and other amounts due under tenant leases., • Accounts Receivable & Accounts Payable: Supervise and support AP and AR staff, monitor tenant receivables and collections, and oversee vendor payments and related accounting controls., • Tenant Financial Review: Review and analyze tenant financial statements and other financial information as required., • Property Management & Accounting Systems: Oversee the company’s CPM property management/accounting system and related financial applications, ensuring accurate information, reporting, and effective utilization., • Payroll & Intercompany Accounting: Perform payroll reconciliations and oversee intercompany, adjusting, and eliminating entries., • Regulatory & Government Reporting: Prepare required Census Bureau and other governmental or regulatory filings, including quarterly census reporting., • Investments & Retirement Accounts: Assist ownership with investment accounts and strategies, cash management, and administration and review of the company’s 401(k) plan., • Cost Segregation: Coordinate with third-party consultants on cost segregation studies and related accounting matters., • Corporate Records & Compliance: Maintain annual corporate records and required entity filings in coordination with VCorp and other outside professionals., • Insurance: Participate in the review and administration of the company’s property, business, and employee health insurance programs, including coverage and cost analysis., • Tenant & Professional Relationships: Communicate professionally with tenants by email, phone, and in meetings, and work closely with lenders, accountants, attorneys, insurance professionals, vendors, and other outside parties., • Ownership & Family Accounting: Assist with accounting, financial reporting, and personal financial statements for ownership and family members, as requested. Required Qualifications • Strong management and communication skills., • Responsible, well-spoken, trustworthy., • Create and maintain files, spreadsheets, and lists., • Highly proficient in Microsoft Office Suite, (Word & Excel), • Ability to be a team player and be proactive with ideas and recommendations., • Highly organized., • Ability to maintain composure within a fast-paced, ever-changing environment., • Handle confidential information with utmost professionalism and discretion., • Exceptional interpersonal and phone skills., • Proactive, flexible, calm, and confident., • Ability to work on multiple projects simultaneously., • Strong problem-solving skills., • Punctual, detail-oriented, efficient, and reliable., • Strong analytical, organizational, and project management skills., • Polished, confident, and upbeat personality. Benefits: We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

A Multi-Billion Private Equity Firm is looking to hire an Assistant Controller for their Investment/Portfolio Team. This role will report to CFO working directly with their Investment Team. The team has about 3ppl and all young professionals with strong internal collaboration. Will be responsible for Fund Investments/Portfolio reporting, investment accounting, budgeting, forecasting, and investment metrics, other duties. This professional with be instrumental in the growth of the firms Investment financial operations. Lead and Driving Financials cycle, including but not limited to Financials, Month-end and year-end, tax reporting, and working with outside auditor s RESPONSIBILITI • ESManage and lead timely and accurate Investment Fund Financials including monthly, quarterly and annual closing activities, and financial analytic, • s.Review and Analyze preparation of Fund Financial Reports including Fund P&L, • 'sBudgeting and Forecasti, • ngReview and maintain supporting spreadsheets and documentatio, • nsWork with fund administrator on all activity including waterfall calculations, timing of deliverables, performance reporting and capital account statement, • s.Work with external CPA Firm on Audit and Taxati on REQUIREME • NTS10+ years of Investment/Fund Financials, including at least 2 years in Public Accounting Audit Te, • amsMust have bachelor’s degree in Accounting, Master's and CPA is nee, • dedStrong in G AAP

Asper.ai, a Fractal Company, is an AI-powered commercial growth platform designed for the world's leading consumer goods companies. Our mission is to help brands make smarter, faster, and more profitable commercial decisions by combining artificial intelligence, optimization, and decision intelligence. Consumer goods companies operate in an increasingly complex environment. Every day they make thousands of decisions around demand forecasting, pricing, promotions, assortment, and revenue growth management (RGM). These decisions are often spread across multiple teams, disconnected systems, and spreadsheets, making it difficult to respond quickly to changing market conditions. Asper brings these decisions together on a single AI-powered platform. Our solutions help customers continuously optimize commercial investments, improve forecast accuracy, accelerate planning cycles, and identify profitable growth opportunities. Rather than relying on intuition or static annual plans, our customers use AI to evaluate multiple business scenarios and make data-driven decisions in real time. Our Customer Success organization is the competitive advantage. We serve as trusted advisors and transformation partners, not just support. We help enterprises navigate organizational change, build internal capabilities, optimize platform usage, and achieve measurable commercial outcomes. Our approach is deeply consultative and outcome focused. If you want to work at a company where customer success is a strategic competitive advantage rather than a cost center, this is the role. Asper Customer Success Impact Our Customer Success model focuses on outcome realization across the full customer lifecycle: • Successful implementations and on-time, on-budget go-lives, • Strong adoption rates and organizational alignment, • Continuous platform optimization and usage growth, • Strategic expansion opportunities aligned with customer needs, • Deep customer relationships and executive partnerships, • Expansion revenue growth through value-driven recommendations, • Long-term, sustainable customer relationships that compound value over time Why Customer Success Matters at Asper Success with Asper requires deep domain expertise, change management, and organizational transformation. Our Customer Success team is strategic, not transactional, combining: • Deep product expertise, • Commercial and RGM domain knowledge, • Change management and organizational strategy, • Business analysis and commercial acumen Key Responsibilities • Lead end-to-end client implementation, adoption and value generation for Asper.ai’s RGM platform., • Partner with CPG clients to define, design, and implement best-in-class RGM strategies., • Collaborate closely with Asper’s Product, Data Science, Engineering, Sales, and Marketing teams to ensure alignment on client needs and solution delivery., • Drive Delivery and User Adoption across client engagements., • Advise CPG clients on framing the problem statement and the preferred way to solve it to generate meaningful value What We are Looking For • 4-6 years of experience in Customer Success or Consulting within the CPG RGM analytics., • Functional expertise / experience in Pricing, Trade Promotions, Pack Architecture, and Commercial Planning., • Proven experience leading client delivery for CPG, SaaS-based analytics or AI-driven solutions or Analytics Engagement, • Demonstrated ability to engage and influence senior stakeholders and lead strategic discussions., • Strong analytical, problem-solving, and data-driven decision-making skills., • Ability to translate client needs into actionable product development inputs and influence roadmap priorities, • Sufficient proficiency in Data Science frameworks to drive the first level of discussion with the client stakeholders Leadership Qualities • Customer-first mindset: deeply committed to understanding and solving customer challenges across their entire journey, • Strategic thinker who connects platform capabilities to measurable business outcomes, • Lifecycle thinker: understands that implementation, adoption, and expansion require different approaches, • Strong communicator: fluent in both business and technical languages with diverse stakeholders, • Change agent: comfortable navigating complex organizational dynamics and driving transformation, • Data-driven: makes decisions based on insights, metrics, and business analysis, • Collaborative: works effectively across product, sales, engineering, and marketing teams, • Intellectually curious: passionate about learning new industries and business models, • Business-minded: understands commercial strategy, ROI, and revenue opportunity Why Asper.ai Shape how leading enterprises make critical commercial decisions—at every stage of their transformation journey. Work with transformational customers from launch through expansion. Master the full arc of enterprise customer success. Build expertise in commercial strategy and enterprise transformation across multiple industries. Directly impact customer success and company revenue growth. Join a team that values partnership, continuous learning, and customer outcomes at scale. • Partner with Fortune 500 enterprises across their entire transformation journey, • Drive measurable business outcomes that directly impact customer success and company growth, • Work with a platform that delivers proven commercial impact across multiple industries, • Collaborate across product, engineering, sales, and marketing teams, • Build deep expertise in commercial strategy and enterprise transformation, • Opportunity to grow into customer success leadership and account management roles, • See the full arc of customer transformation—from struggle to success to growth Pay: The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the starting base salary for this role is $120,000, with the potential for a higher base depending on experience, skills, and overall fit for the position. This role is also eligible for a performance-based bonus tied to achieving sales goals related to new client acquisition and project growth. Benefits: As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation. Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

COMPANY DESCRIPTION Luma Group is a New York–based investment firm focused on the life sciences. The firm combines scientific expertise, computational insight and a proprietary artificial intelligence platform to inform its investment strategy and support the companies that the firm identifies, builds and backs. Luma Group partners with founders advancing transformative scientific and clinical innovation across the global life science ecosystem. JOB DESCRIPTION Luma Group is seeking a highly motivated Associate/Sr. Associate to join its life sciences investment team. The role will work closely with the Partners and contribute across the full investment lifecycle, including sourcing, diligence, execution, portfolio support, and potential board-related responsibilities. The ideal candidate will have an advanced degree in life sciences (PhD or MD/PhD required) and 1–3 years of professional experience in life science investing, preferably with exposure to therapeutics discovery, development, and/or translation. This person should be proactive, highly organized, comfortable managing multiple workstreams, and able to communicate clearly, build relationships, and solve problems in unfamiliar situations. This is an exceptional opportunity for a dynamic individual passionate about biotech and energized by an entrepreneurial environment. The role is based in New York City and requires in-office presence five days a week, with moderate regional and international travel. RESPONSIBILITIES INCLUDE BUT NOT LIMITED TO: • Sourcing: Develop relationships with venture capital peers, academics, and industry leaders to find exciting emerging technologies and companies., • Deal Evaluation: Conduct comprehensive market research, competitive analysis, and light financial modeling to evaluate investment opportunities in the biotech, medical tools, and diagnostics sectors. Assess potential risks and returns, and present findings to the investment team., • Due Diligence: Lead due diligence efforts by analyzing scientific, clinical, regulatory, and commercial aspects of potential investments. Collaborate with cross-functional teams, including scientific experts, legal counsel, and financial advisors, to assess investment viability and mitigate risks., • Investment Execution: Support the investment process, including deal structuring, negotiation, and documentation. Collaborate with legal and finance teams to ensure smooth transaction execution., • Portfolio Management: Work closely with portfolio companies to provide strategic guidance, operational support, and access to our network of industry experts. Monitor and track portfolio company performance, including financials, milestones, and key operational metrics., • Industry Analysis: Stay up-to-date with the latest advancements and trends in the biotech, medical tools, and diagnostics sectors. Identify emerging technologies and potential investment opportunities through active networking and participation in relevant industry events., • Investment Reporting: Prepare investment memos, presentations, and reports for the firm's partners and investors. Present findings, progress updates, and investment recommendations to internal stakeholders., • Team Collaboration: Collaborate with the investment team to share insights, exchange ideas, and contribute to the overall investment strategy of the firm. Work closely with colleagues to foster a collaborative and supportive work environment. REQUIRED QUALIFICATIONS • You have obtained an advanced degree in a life science discipline (PhD or MD/PhD required), • One to three years of experience working in life science investing ideally in a venture firm., • You possess resourcefulness and a proactive attitude. No task is too big or too small for you, and you approach your work with a hands-on mentality. When faced with unfamiliar tasks, your initial response is to ask relevant questions, independently seek answers and context, and dive in with enthusiasm. While you are not afraid to attempt new things and learn from failures, you typically invest enough effort to minimize instances of failure., • Your colleagues would describe you as a skilled communicator who is open and articulate in conveying ideas. They would also describe you as an extremely hard AND smart worker., • You place great value on cultivating relationships and possess exceptional interpersonal skills. You excel in both quantitative and qualitative analysis, and you find enjoyment in applying these skills to solve intricate problems. Attention to detail is a significant strength of yours, surpassing the ordinary., • Lastly, your strong passion for investing and biotech is complemented by a foundational understanding of the healthcare industry and you’re willing to be in New York City.

About TPG TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies. Description of Position TPG Real Estate Finance is seeking a highly motivated and detail-oriented Fund Controller to join our team. This pivotal role is responsible for the oversight of accounting, operational, and financial reporting functions for our Real Estate Finance vehicles. The successful candidate will act as a key liaison between internal teams and external partners, ensuring excellence in financial accuracy and compliance within a fast-paced, institutional environment. Principal Responsibilities • Oversee and coordinate with third-party administrators in the preparation and review of monthly NAV estimates, quarterly financial statements, and investor reporting, ensuring strict adherence to US GAAP and TPG standards., • Perform and review complex calculations including management fees, expense allocations, and General Partner promote/carried interest distributions., • Review quarterly and annual audited financial statements, including footnote disclosures and supplemental schedules; serve as the primary point of contact for fund year-end audits., • Act as a subject matter expert on technical accounting matters, consulting with external auditors and tax advisors on complex transactions and evolving regulatory issues., • Review and approve capital call and distribution calculations, ensuring all notices and summaries are in strict compliance with the Fund’s Limited Partnership Agreement (LPA) and distribution waterfalls., • Partner with the Investor Relations team to fulfill bespoke reporting requests and provide high-level financial data for investor inquiries., • Coordinate extensively with TPG’s internal tax, legal, valuation, and operational teams to support deal closings, valuation committees, and regulatory compliance filings., • Identify and implement process enhancements to improve the scale and efficiency of the accounting and reporting functions. Requirements • 5-8 years of relevant financial services experience, ideally beginning in public accounting (Big 4 preferred) followed by a role within private equity or real estate investment management., • Bachelor’s degree in accounting or finance; CPA license is highly preferred., • Advanced proficiency in Microsoft Excel and experience with industry-standard accounting systems (e.g., Yardi, Investran, or MRI)., • Exceptional verbal and written communication skills, with the ability to distill complex financial information for non-accounting stakeholders., • A proactive, no-task-too-small attitude with the ability to work independently in a deadline-driven environment., • Unwavering attention to detail and a commitment to maintaining the highest standards of data integrity. Competencies The ideal candidate is detail-oriented and operationally rigorous, with a strong instinct for data integrity and process discipline. They are intellectually curious about lending mechanics and asset performance, comfortable owning multiple workstreams simultaneously, and able to communicate findings clearly to deal team members and senior management. They see process gaps as problems to solve and take initiative in building solutions. It is expected that the annual base salary for this role will range from $135,000 – $165,000. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.

The Role: We’re hiring a Director to own and scale creator community, ambassador, and gifting programs across multiple brand partners, while also driving strategic growth within a portfolio of our highest-value client relationships. You’ll work alongside Devotion’s AI platform, which helps surface the right creators, streamline outreach, and support brand safety checks, freeing you to focus on what matters: building culturally sharp, brand-aligned programs that keep creators coming back, keep our clients confident in every piece of content, and grow how much they invest in Devotion. This role blends hands-on community and program leadership with the commercial ownership of a senior client partner, you’ll be the trusted advisor who grows the relationship as much as the program. What You'll Do: Program & Community Leadership • Be the elevated point of contact for client and agency relationships across your brand partners, leading strategy sessions, presenting performance insights, and ensuring programs are consistently aligned with each brand’s goals, • Oversee the facilitation of onboarding for all brand ambassador programs across multiple partners — from creator application and onboarding to ongoing engagement, incentivization, and retention — with support from our customer team on day-to-day operations, • Ensure with your direct team that all partners’ brand safety standards are met by aligning brand-specific parameters for our AI to run comprehensive checks on creators and content, • Set and hit monthly targets for all brand KPIs and performance metrics — including but not limited to creator applications, content volume, CPM, and content quality for every program you own, • Shape community strategy to keep content culturally relevant and aligned with each brand’s voice; you’ll need strong instincts for what’s working on TikTok and Instagram right now, • Work directly with your team and our AI sourcing engine to improve creator targeting, refine brand messaging models, and increase the volume of qualified creators entering each program, • Design and test challenge frameworks and incentive systems that drive participation and long-term creator loyalty, • Collaborate with sourcing, outreach, strategy, product, and engineering to strengthen both our community playbook and the AI systems that power it Strategic Account Growth • Own and manage relationships with a portfolio of 8–12 high-value accounts, serving as the primary strategic advisor and trusted partner to senior decision-makers, • Facilitate account growth and retention through campaign optimizations and by upselling new programs and Devotion capabilities, • Conduct regular business reviews and strategic planning sessions with key stakeholders, and map complex organizational structures to identify key influencers across departments and business units, • Create and deliver compelling business cases that demonstrate clear ROI and strategic value for expansion initiatives, and run sales cycles to secure larger investments by building champions and negotiating deals, • Maintain and report on account KPIs, budget, and health on a campaign, monthly, quarterly, and yearly basis across multiple accounts Cross-Functional & Team Leadership • Partner with leadership to address key business challenges, provide data-driven insights, and deliver actionable recommendations, • Partner closely with Customer and Engineering teams to ensure a seamless client experience — advocating for client needs internally while informing product roadmap and feature prioritization, • Manage and oversee a team of account leads and associates, ensuring team collaboration and growth Who You Are: • 7+ years of experience in creator marketing, community operations, influencer programs, or brand partnerships at a brand, agency, or platform — including direct experience owning the commercial side of client relationships (renewals, upsells, revenue growth), • You’ve built and led a brand ambassador program, creator community, or large-scale gifting program. You know the pain of tracking hundreds of shipments, chasing creators for posts, and figuring out why conversion dropped this month, • Proven track record of consistently achieving upsell or growth targets, ideally with enterprise or Fortune 500 clients, • Strong instincts for culture, content trends, and what motivates creators to actually post — not just accept free product, • Highly organized and systems-minded and you build processes, not just relationships, and are comfortable managing multiple fast-moving programs simultaneously without dropping balls, • Clear communicator and leader who can work across teams (strategy, product, engineering), translate insights into operational improvements, and present to senior stakeholders and executives with strong executive presence, • Strong analytical and strategic thinking skills, with the ability to translate complex business needs into actionable solutions, • Outstanding negotiation and presentation skills, with experience managing enterprise renewal cycles, procurement processes, and contract negotiations, • You lean into AI and new tools rather than away from them — you’re excited about using technology and agents to operate at a scale that would be impossible manually Why This Role is Different: You’ll operate programs at a scale that traditional agencies can’t touch, with AI-powered tools handling the parts that used to require teams of ten and you’ll pair that with the commercial ownership of a senior account lead, driving renewal and expansion conversations with the same rigor you bring to community strategy. We’re building the infrastructure to “scale intimacy,” and this role sits at the center of that: energized by challenging clients to rethink how they invest in their programs, negotiating complex expansions, and maintaining a deep understanding of each client’s industry and competitive landscape. These programs have already generated tens of millions of impressions — your job is to ensure they, and the accounts behind them, are always growing.

Chief Financial Officer, Asset Management Confidential, Alternative Investment Platform New York, NY | Hybrid Brewer Morris is seeking a Chief Financial Officer to join the asset management business of a growing alternative investment platform. This seat takes ownership of finance for the funds and the management company, reporting to the platform's Chief Financial Officer, with a clear path to broader firm-level finance responsibility over time. This is a hands-on mandate. The CFO will carry technical work while overseeing the existing fund accounting team and building the infrastructure, controls and reporting the platform needs as it grows. The role is externally visible, with direct exposure to limited partners, the board, auditors and service providers. What you'll own • Fund accounting and financial reporting across the firm's private funds, including the NAV and valuation process, capital calls, distributions and investor capital account statements., • Own the economics set out in fund documents, including waterfall, carried interest, management fee and expense allocation calculations., • Lead and develop the existing fund accounting team., • Own the annual fund audits and serve as the primary point of contact for external auditors., • Manage vendor and service provider relationships, including the fund administrator, tax preparers and valuation providers., • Take ownership of finance and reporting for the firm's digital assets business, including valuation, cost basis tracking and accounting and tax treatment., • Own management company financials, including the budget, forecasting, fee revenue, expense management and cash and liquidity planning., • Lead responses to investor due diligence questionnaires and operational due diligence reviews, and present to limited partners and the board., • Coordinate regulatory filings, including Form ADV and Form PF, with compliance, and fund tax compliance and K-1 delivery with external advisors., • Support new fund launches, fund structuring and fund-level financing arrangements. What we're looking for • 10 to 15 years of progressive finance and accounting experience at alternative investment managers, with exposure across multiple products such as private credit, private equity and liquid strategies., • Currently at Director of Finance, VP of Finance, Head of Finance, Controller level and ready to step into a CFO seat., • Command of fund structures and LPA economics, including waterfalls, carried interest and fee calculations., • Demonstrated ownership of the NAV process, the annual audit and fund administrator relationships., • Valuation experience across private and illiquid investments., • Credible in front of limited partners, auditors and a board., • A hands-on operator who works independently and does not need a large team to deliver., • Technically curious, with active use of AI and automation in finance workflows., • Bachelor's degree in accounting, finance or a related field. CPA preferred.

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, Private Equity, Private Credit, and Insurance and Reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of June 30, 2026, 26North has approximately $38 billion in assets under management. For more information, visit us at _. Job Description 26North is seeking an entrepreneurial, analytical, and intellectually curious Associate / Senior Associate to support the firm’s Private Equity business in Co-Investment and Capital Formation. This is an outstanding opportunity for an individual looking to make an outsized impact and help build a rapidly growing organization. The ideal candidate thrives in an entrepreneurial and fast-paced environment and brings a flexible, self-starting, can-do attitude and a will to win. The Associate / Senior Associate will support 26North’s Private Equity platform, with a particular focus on its co-investment program. Responsibilities Co-Investments • Support the syndication of co-investment opportunities to investors, coordinating the process end-to-end alongside the deal and business development teams in accordance with 26North’s co-investment policy, • Prepare institutional-quality transaction overviews and marketing materials to educate prospective co-investors on investment merits and diligence areas, • Manage co-investor relationships and diligence processes, serving as a point of contact from initial screen through closing and ongoing portfolio updates, • Maintain co-investment tracker across existing investor base and monitor interest to support efficient allocation Investor Materials & Content • Prepare institutional-quality materials and content that convey 26North’s Private Equity strategy, differentiation, and performance to a sophisticated investor base; these include quarterly reporting, investor update presentations, marketing materials, LPAC/AGM materials, portfolio company case studies, and whitepapers, • Manage inquiries from existing and prospective private fund investors — including RFIs, RFPs, DDQs, NDAs, and ad hoc requests — leveraging internal and external resources to respond to both routine and non-routine questions, • Proactively populate the strategy’s data room with updated marketing materials and data-driven analysis, • Partner with colleagues to identify best practices and ensure the quality and consistency of investor-facing materials, • Work with investment and business development team members on ad hoc projects that support the growth of the Private Equity platform Qualifications Experience • 3–6+ years of relevant professional experience, ideally including time in a private equity deal underwriting role (e.g. Private Equity Associate) or co-investment syndication role, • Experience in a direct private equity deal or co-investment process from diligence through final close Skills & Competencies • Technical aptitude and command of private equity concepts, including basic LBO modeling, drivers of financial return, and standard third party diligence/financing workstreams, • Experience crafting clear and compelling narratives in presentations and analyses for an institutional investor base, • Excellent interpersonal, verbal, and written communication skills, • Takes initiative and thrives in a fast-paced, entrepreneurial environment, effectively prioritizing, multi-tasking, and meeting deadlines while maintaining strong attention to detail, • Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect Education • Bachelor’s degree required Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts, and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $140,000.00 and $190,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

SVP, Director of Finance, Private Markets • $260,000 Base + $90,000 Bonus, • S+ Tier Alternative Asset Manager, • Hybrid (3 days in office), • Public/Private mix + CPA is ideal here., • Audit with financial services, asset management, or alternative investments clients., • Private side experience in alternative investment strategies, including private credit, PE, hedge funds, and multi-strategy frameworks., • If just Public experience or just Private experience, we can still discuss, but in that case, will need CPA. This individual will serve as a senior finance leader with day-to-day responsibility for managing accounting and finance workstreams across the private markets platform. Fund Accounting & Financial Reporting • Direct the full scope of accounting operations, including quarterly closing cycles, NAV production, income/expense allocations, and the calculation of distribution waterfalls and fund-level returns., • Validate and analyze complex distribution waterfalls in alignment with governing legal agreements, ensuring the precision of carried interest, preferred returns, and catch-up provisions., • Evaluate partnership and fund-level performance metrics, including IRRs and other key indicators, on a quarterly and ad hoc basis., • Facilitate internal management reporting regarding AUM, revenue, and fund economics for presentation to senior leadership and key internal stakeholders. Fund Operations & Liquidity Management • Supervise credit facility administration, encompassing covenant compliance monitoring, borrowing base analysis, and formal lender reporting., • Direct the investor capital call and distribution lifecycle, overseeing the timing of notices, funding mechanics, and final reconciliations. Strategic Business Partnership • Act as a senior finance liaison to Investment Teams on business development and management initiatives, including:, • The structuring of new funds and Separately Managed Accounts (SMAs), including fee frameworks and allocation logic., • Advising on investment structures to mitigate cash and tax drag (utilizing blockers and navigating ECI/FIRPTA considerations)., • Addressing sophisticated investor due diligence inquiries (DDQs). Regulatory, Compliance & Tax Coordination • Partner with Compliance teams to ensure the timely fulfillment of regulatory filings, such as Form PF, Form ADV, AIFMD, and other jurisdictional requirements., • Drive cross-functional collaboration between Tax, Legal, and Valuation teams, as well as external auditors and fund administrators, to maintain seamless fund operations. Governance, Controls & Process Improvement • Champion automation and process-enhancement initiatives to scale fund accounting workflows and improve operational efficiency., • Manage external service provider relationships (administrators, auditors, and tax consultants), ensuring high standards for deliverables and SLA compliance., • Provide strategic support for due diligence related to new platform launches, acquisitions, and special projects. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Help Shape the Future of a 75-Year Aerospace Manufacturing Leader Valcor Engineering is seeking a strategic, hands-on Chief Financial Officer to join our executive leadership team. This is more than a traditional finance role. We are looking for a trusted business partner to the CEO who can help drive growth, improve operational performance, and contribute to the long-term success of our company. The ideal candidate is equally comfortable analyzing financial strategy in the boardroom, evaluating capital investments with engineers, and partnering with operations to improve profitability and efficiency. Key Responsibilities • Lead all financial, accounting, tax, treasury, and reporting functions., • Develop and execute financial strategies aligned with company growth objectives., • Provide financial guidance to the CEO, Executive Committee, and Board of Directors., • Oversee budgeting, forecasting, cash flow management, and financial planning., • Drive cost reduction, operational efficiency, and profitability initiatives., • Manage banking relationships, audits, insurance programs, and external advisors., • Ensure strong internal controls, regulatory compliance, and risk management., • Evaluate capital investments, strategic opportunities, and potential acquisitions., • Build and lead a high-performing finance organization. Qualifications • 10+ years of financial leadership experience within a manufacturing environment., • Strong expertise in cost accounting, inventory management, and financial planning., • Proven experience working with ERP systems; Epicor experience is a plus., • Strong business acumen with the ability to influence decisions across departments., • Excellent communication skills and the ability to translate financial data into actionable insights., • CPA preferred; MBA a plus., • Aerospace, defense, or precision manufacturing experience strongly preferred., • Experience with closely held or family-owned businesses is desirable. What We're Looking For • A strategic thinker with strong analytical and problem-solving abilities., • A collaborative leader who builds trust and credibility throughout the organization., • A professional who communicates candidly, acts with integrity, and embraces accountability., • A finance executive who enjoys partnering with leaders across the business to drive results., • All candidates must meet the US persons criteria. What We Offer • Direct partnership with the CEO and Board of Directors., • Opportunity to influence the strategic direction of a respected aerospace manufacturer., • Competitive base salary plus bonus opportunity., • Comprehensive benefits package., • A stable, profitable company with a strong culture and long-term vision. Interested candidates should submit a résumé and cover letter outlining their qualifications and the value they would bring to Valcor Engineering. Please note: The salary range is based on our market pay structure. However, individual salaries are determined by a variety of factors including, but not limited to, business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Employee Benefits: At Valcor Engineering, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 30+ hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; long term disability coverage; and life and accident insurance. We also have an employee assistance program. Our leave programs include Vacation and PTO time off, paid holidays, as well as other types such as bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. All qualified applicants will be considered for employment without regard to these characteristics.