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\n ESS Clinical is seeking a School Services School Board Certified Behavioral Analyst (BCBA) for a local contract job in East Orange, New Jersey. Job Description & Requirements\n \n • Specialty: Board Certified Behavioral Analyst (BCBA)\n, • Discipline: School Services\n, • Start Date: ASAP\n, • Duration: 36 weeks\n, • Employment Type: Local Contract\n \n \n ESS Clinical is seeking a BCBA in East Orange, NJ. \n Pay up to $100 per hour! \n No Non Competes in our contracts! \n As a BCBA at East Orange Schools you will play a crucial role in supporting the overall well-being of our students. You will collaborate with teachers, parents, and other educational professionals to provide essential services to students facing various social, emotional, and behavioral challenges. Your role will be instrumental in promoting a safe and inclusive learning environment that enables all students to reach their full potential. \n Qualifications: \n \n • BCBA Certification\n, • Active state-level licensure\n, • Experience working in schools or with children is preferred but not required.\n \n Key Responsibilities: \n Assessment and treatment planning of FBAs \n Develop BIPS \n Oversee Implementation of BIPS, etc. \n Benefits: \n \n • Competitive rates and health benefits package.\n, • 401K matching\n, • License reimbursement\n, • Professional development opportunities.\n, • Supportive and collaborative work environment.\n, • Opportunities to make a meaningful difference in students' lives.\n \n \n, • Join a team that is run by therapists for therapists! Our team will provide you with the professional freedom to grow your practice while making a difference.\n #ESS2\n Privacy Information\n \n When you apply for a position with ESS, we collect personal information such as: \n \n • Contact details (name, email, phone, address)\n, • Application materials (resume, work history, education, references)\n, • Information you choose to provide during the hiring process (interviews, assessments, background checks, as permitted by law)\n We use this information to: \n \n, • Evaluate your candidacy and qualifications\n, • Conduct interviews and background checks\n, • Manage our recruitment and hiring processes\n, • Comply with applicable legal obligations\n \n \n We do not sell or share applicant personal information. We retain it as long as necessary for recruitment, compliance, and potential future opportunities.\n \n You may have rights under U.S. state privacy laws, including to request access, correction, deletion, or limitation of your personal information.\n \n For details about our practices and your rights, please review our full Privacy Notices below.\n \n \n \n Click here if you are a California resident: CA Privacy Policy\n \n Click here if you reside in all other U.S. states: Privacy Policy\n \n \n ESS Clinical Job ID #3513. Posted job title: Board Certified Behavior Analyst (BCBA) About ESS Clinical\n \n Driven by a passion for helping students, ESS Clinical connects certified clinical and special education professionals with K-12 school systems nationwide. Whether you are a speech-language pathologist, occupational or physical therapist, school psychologist, behavioral specialist, or school nurse, we match you with a school-based role that fits your skills and career aspirations. At ESS Clinical, the work you do has the power to change a student’s life. If you are looking for a career with purpose, this is where you belong. \n Benefits\n \n • Weekly pay\n, • 401k retirement plan\n, • Medical benefits\n, • Dental benefits\n, • Vision benefits\n, • License and certification reimbursement\n, • Life insurance\n, • Pet insurance\n \n

The Space Planner serves as a key planning and execution resource within the Global Real Estate & Workplace Strategy (GREWS) team, translating workplace strategy, headcount requirements, business needs, and occupancy data into practical space solutions that support utilization, portfolio optimization, business continuity, and informed decision-making. While New York is the primary area of direct support, the role provides regional planning assistance across the Firm's portfolio, helps maintain consistent workplace standards, leads defined physical-planning workstreams, coordinates planning inputs with GREWS partners, and provides operational and move-related backup to reduce key-person dependency within the workplace planning function. COMPENSATION: The Hourly rate for this position is $36.00 to $40.00. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark's good faith and reasonable estimate of the compensation for this position as of the time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here _ There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. • Translate workplace strategy, headcount forecasts, Firm standards, and business requirements into test fits, blocking plans, seating layouts, restack plans, and capacity scenarios., • Evaluate existing and proposed workplace configurations to improve utilization, density, functionality, collaboration, accessibility, and operational efficiency., • Support long-range and scenario planning for growth, contraction, departmental relocations, practice-group adjacencies, swing space, and portfolio optimization., • Support furniture planning for offices, workstations, collaboration areas, shared spaces, touchdown areas, and other workplace environments., • Coordinate with architects, furniture vendors, project teams, Facilities, IT, and service partners to develop practical, standard-aligned planning solutions., • Review furniture inventories, vendor drawings, and planning documentation to identify reuse, relocation, reconfiguration, supplementation, or cost-effective solutions., • Maintain consistency with workplace standards, space entitlements, planning guidelines, accessibility requirements, and broader real estate objectives., • Develop executable move and restack plans for individual, departmental, practice-group, multi-floor, and phased relocations., • Translate approved seating strategies into move plans, including sequencing, phasing, furniture needs, physical dependencies, and swing-space requirements., • Coordinate with the Workplace Planning & Operations Coordinator and operational partners to support arrivals, departures, renovations, relocations, and workplace transitions., • Identify conflicts involving furniture, construction, technology, storage, circulation, seating availability, or building constraints before implementation., • Coordinate with the Space Analyst and Workplace Planning & Operations Coordinator to align floor plans, occupancy records, seating assignments, IWMS data, and field conditions., • Validate plans after moves, construction, furniture changes, or restacks and support capacity audits, utilization analysis, forecasting, and portfolio decision-making., • Provide defined backup coverage for urgent seating changes, scheduled arrivals and departures, move coordination, planning updates, and flex-space assignments as needed. At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. • 3+ years? experience in space, workplace, interior, facilities planning, architecture, corporate real estate, or a related discipline., • Strong knowledge of office planning, furniture systems, workstation configurations, circulation, occupancy, and workplace functionality., • Ability to develop, review, and interpret test fits, blocking and stacking plans, furniture layouts, floor plans, and move/restack plans., • Strong organizational, analytical, communication, and project-coordination skills, with the ability to manage multiple planning initiatives and explain constraints, options, and tradeoffs., • Ability to work in a fast-paced professional environment with changing priorities, headcount needs, seating requirements, and implementation timelines. This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective equipment (PPE). High School DiplomaAssociates preferred Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on , and .

\n ESS Clinical is seeking a local contract School Board Certified Behavioral Analyst (BCBA) for a local contract job in East Orange, New Jersey. Job Description & Requirements\n \n • Specialty: Board Certified Behavioral Analyst (BCBA)\n, • Discipline: Therapy\n, • Start Date: ASAP\n, • Duration: 36 weeks\n, • Employment Type: Local Contract\n \n \n ESS Clinical is seeking a BCBA in East Orange, NJ. \n Pay up to $100 per hour! \n No Non Competes in our contracts! \n As a BCBA at East Orange Schools you will play a crucial role in supporting the overall well-being of our students. You will collaborate with teachers, parents, and other educational professionals to provide essential services to students facing various social, emotional, and behavioral challenges. Your role will be instrumental in promoting a safe and inclusive learning environment that enables all students to reach their full potential. \n Qualifications: \n \n • BCBA Certification\n, • Active state-level licensure\n, • Experience working in schools or with children is preferred but not required.\n \n Key Responsibilities: \n Assessment and treatment planning of FBAs \n Develop BIPS \n Oversee Implementation of BIPS, etc. \n Benefits: \n \n • Competitive rates and health benefits package.\n, • 401K matching\n, • License reimbursement\n, • Professional development opportunities.\n, • Supportive and collaborative work environment.\n, • Opportunities to make a meaningful difference in students' lives.\n \n \n, • Join a team that is run by therapists for therapists! Our team will provide you with the professional freedom to grow your practice while making a difference.\n #ESS2\n Privacy Information\n \n When you apply for a position with ESS, we collect personal information such as: \n \n • Contact details (name, email, phone, address)\n, • Application materials (resume, work history, education, references)\n, • Information you choose to provide during the hiring process (interviews, assessments, background checks, as permitted by law)\n We use this information to: \n \n, • Evaluate your candidacy and qualifications\n, • Conduct interviews and background checks\n, • Manage our recruitment and hiring processes\n, • Comply with applicable legal obligations\n \n \n We do not sell or share applicant personal information. We retain it as long as necessary for recruitment, compliance, and potential future opportunities.\n \n You may have rights under U.S. state privacy laws, including to request access, correction, deletion, or limitation of your personal information.\n \n For details about our practices and your rights, please review our full Privacy Notices below.\n \n \n \n Click here if you are a California resident: CA Privacy Policy\n \n Click here if you reside in all other U.S. states: Privacy Policy\n \n \n ESS Clinical Job ID #3513. Posted job title: Board Certified Behavior Analyst (BCBA) About ESS Clinical\n \n Driven by a passion for helping students, ESS Clinical connects certified clinical and special education professionals with K-12 school systems nationwide. Whether you are a speech-language pathologist, occupational or physical therapist, school psychologist, behavioral specialist, or school nurse, we match you with a school-based role that fits your skills and career aspirations. At ESS Clinical, the work you do has the power to change a student’s life. If you are looking for a career with purpose, this is where you belong. \n Benefits\n \n • Weekly pay\n, • 401k retirement plan\n, • Medical benefits\n, • Dental benefits\n, • Vision benefits\n, • License and certification reimbursement\n, • Life insurance\n, • Pet insurance\n \n

Senior HRIS Workday Analyst Salary: Base $118K – $148K + bonus + equity Why This Opportunity Stands Out: • Own and lead the evolution of Workday in a high-growth, globally recognized company, • Work directly with HR, IT, and Finance leadership with strong visibility and influence, • Build advanced analytics and data integrations that drive real business decisions, • Exposure to modern HR tech stack (Workday, Snowflake/BigQuery, APIs, ETL tools), • Opportunity to design scalable systems from the ground up—not just maintain them, • Be part of a mission-driven brand blending entertainment, innovation, and philanthropy, • Competitive compensation with equity participation in a rapidly growing company, • Strong benefits package including healthcare, 401k match, and flexible PTO, • Relocation support and company-provided tech setup Key Responsibilities for the Senior HRIS Engineer (Workday):, • Own Workday architecture, configuration, and ongoing system optimization, • Administer Core HCM including business processes, security, and calculated fields, • Build and maintain integrations with systems like Greenhouse, Deel, and 15Five, • Develop advanced reporting and analytics solutions (Prism, People Analytics), • Lead Workday releases including testing, deployment, and feature enhancements, • Translate business needs into scalable system and reporting solutions Qualifications for the Senior HRIS Engineer (Workday):, • 5+ years of hands-on Workday administration experience, • Strong expertise in Core HCM and related modules (Comp, Benefits, Time Tracking), • Experience with Workday integrations (APIs, Studio, EIB), • Proficiency in SQL and exposure to scripting (Python or JavaScript), • Experience with data pipelines/ETL tools and data warehouses (Snowflake, BigQuery), • Knowledge of Workday security architecture and IAM tools (e.g., Okta) #INJUN2026 #LI-KR1

Job DescriptionPortfolio Returns Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Portfolio Returns Analyst description represents the type of early-career, analytics-focused private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment and portfolio analytics roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Portfolio Returns Analysts to support deal-level and portfolio-wide performance measurement, valuation analysis, and return attribution. Individuals in roles like this focus on understanding how investments perform over time, how value is created post-close, and how portfolio returns compare to underwriting expectations. The role partners closely with investment teams, portfolio operations, and senior leadership to deliver clear insights into realized and unrealized performance. The work environment is typically lean and data-driven, offering exposure to fund economics, valuation processes, and portfolio performance reviews. Day-to-Day ResponsibilitiesPortfolio Returns & Performance Analysis Track and analyze deal-level and portfolio-level returns (IRR, MOIC, DPI, TVPI) Monitor realized vs. unrealized performance across portfolio companies Perform return attribution analysis to identify drivers of value creation Valuation & Financial Analysis Support quarterly and ad hoc valuation updates for portfolio companies Analyze operating performance relative to underwriting assumptions Update valuation models using comparable companies, precedent transactions, and performance metrics Portfolio Monitoring & Reporting Maintain portfolio dashboards tracking financial performance, leverage, and KPIs Support internal performance reviews and investment committee discussions Prepare portfolio performance summaries for senior leadership and LP reporting Investment Committee & Stakeholder Support Assist in preparing materials highlighting portfolio returns, trends, and risks Communicate performance insights and key takeaways in a clear, data-driven manner Support post-investment reviews and lessons-learned analyses Strategic & Transaction Support Support analysis related to follow-on investments, add-ons, and exit timing Assist with scenario analysis for refinancing, recapitalizations, and exits Contribute to performance evaluation for new investments and portfolio optimization initiatives What Makes This Work Engaging Deep exposure to how private equity returns are generated and measured Direct involvement in portfolio performance reviews and valuation processes High-impact analytical work informing exit strategy and capital decisions Accelerated learning in fund performance, valuation, and portfolio management Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio returns–focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills; experience with performance dashboards is a plus Solid understanding of valuation methodologies and return metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, asset management, valuation, or corporate finance is beneficial Exposure to portfolio monitoring, valuation, or fund reporting is a plus Demonstrated interest in investment performance analysis and returns Soft Skills & Mindset Strong analytical mindset with attention to detail Ability to translate complex performance data into clear insights Clear written and verbal communication skills Comfortable working across multiple investments simultaneously Curious, coachable, and motivated to learn portfolio-level decision-making How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio analytics, and performance-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio returns, valuation, and performance analysis cases Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionPrivate Markets Junior Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Private Markets Junior Analyst description represents the type of early-career private markets investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive buy-side investment roles across private equity, growth equity, and private capital that may not appear on public job boards. Career Launch AI provides tools, structured guidance, and outreach support to help candidates connect with hiring teams and pursue competitive investment careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private markets investment firm (representative of firms within our network) may seek an analytically strong Private Markets Junior Analyst to support investment teams across the full deal lifecycle. Individuals in roles like this gain hands-on exposure to deal evaluation, financial modeling, diligence, and portfolio analysis, working closely with senior investors in a lean, apprenticeship-style environment. The role is designed for early-career candidates seeking accelerated development in buy-side investing. Day-to-Day ResponsibilitiesInvestment Analysis & Financial Modeling Support the development and maintenance of operating and transaction models, including 3-statement models, DCFs, and LBOs Analyze investment returns, capital structures, sensitivities, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods Assist with underwriting and scenario analysis for new investments and add-on opportunities Due Diligence & Market Research Support diligence efforts across financial, commercial, operational, and legal workstreams Analyze company performance, KPIs, customer cohorts, margins, and unit economics Conduct industry, market, and competitive research to support investment theses Help synthesize third-party diligence findings into clear analytical summaries Investment Committee & Deal Process Support Assist in drafting investment memos, analyses, and presentation materials Summarize diligence findings, risks, and key value-creation drivers Prepare data-backed materials for internal investment discussions Support transaction execution through signing and closing Portfolio Company & Post-Investment Support Assist with portfolio company performance tracking and KPI dashboards Support analysis related to operational initiatives, growth strategies, and cost optimization Contribute to modeling and evaluation of bolt-on acquisitions, refinancings, and exit scenarios Help monitor portfolio performance versus underwriting expectations What Makes This Work Engaging Exposure to live deals and real investment decision-making Interaction with management teams, founders, and senior executives Accelerated learning across private markets, M&A, and strategic finance Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the competencies commonly sought for junior-level private markets analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and the ability to build, review, and interpret financial models Solid understanding of accounting fundamentals, corporate finance, and valuation Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial Demonstrated interest in investing, private markets, or transaction-oriented work Soft Skills & Mindset Strong attention to detail and sense of ownership Clear written and verbal communication skills Ability to perform in fast-paced, deadline-driven environments Coachable, curious, and eager to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private markets and buy-side roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles using tailored resumes Targeted search across private equity, growth equity, venture capital, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations beyond traditional job boards Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private equity case studies and financial modeling reviews Behavioral and technical interview preparation tailored to private markets roles Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job Description Senior FP&A analyst Location: Hybrid in New York City (3 day in-office requirement) Qualifications: • 4+ years of experience as an FP&A analyst, ideally in a high-growth or fintech environment, • Advanced Excel and Google Sheets skills - you build robust models, tools, and processes that automate much of your own work, • Strong business acumen and strategic thinking, with the ability to find the levers in an operating model and translate them into actionable insight, • Proficiency with AI tools and automation to accelerate analysis and reporting, • A track record of owning budget and rolling-forecast cycles end to end, • Outstanding communication and business-partnering skills with senior stakeholders, both within Finance and across the wider business, • Exceptional attention to detail and accuracy, with a high level of ownership and the ability to prioritize and deliver independently, • Bachelor's degree in Finance, Economics, Accounting, or a related field Bonus points • Hands-on experience with an ERP or planning system. Anaplan in particular is a strong advantage, • Strong understanding of underlying business drivers and SaaS metrics (MRR, S&M efficiency, funnel metrics), • Experience at a company operating across multiple entities, or reporting into a parent or global company, • A history of improving and automating FP&A processes and reporting, • Exposure to additional financial reporting systems and data sources (e.g. Pigment, NetSuite) A day in the life and how you'll make an impact: • Own the FP&A side of our Sales and GTM incentive plans and spend, building and maintaining the related budget and rolling forecast, • Support OPEX planning and tracking across budget, forecast, and monthly performance, • Lead monthly and quarterly budget-vs-actual reporting and performance decks, translating results into clear insights for senior management, • Partner with leaders across GTM, Finance, Strategy, and BizDev as a trusted advisor, • Contribute to Melio's top-line revenue planning and forecasting as part of a broader team effort, owning your defined piece of the process, • Build financial models to support forecasts, scenario planning, and ad-hoc strategic requests, • Play an active role in the monthly close process and support the investor package, • Serve as a key finance connection to Xero's regional and GTM finance teams, aligning metric definitions, reporting standards, and planning cadences across the two entities, • Drive improvements and automation across FP&A processes and reporting About the team: The Finance department plays a strategic role in shaping Melio's future. We're deeply involved in product design, fund flow management, financial modeling, and decision-making at the highest levels. Now as part of Xero, our responsibilities have expanded to support not just Melio's rapid growth, but the broader integration and expansion strategy across the US market. We monitor performance metrics, model business scenarios, manage cross-border financial operations, and ensure we're building a sustainable, scalable business. We're constantly improving our procedures, controls, and reporting systems to support our ambitious growth targets. You'll work alongside product, engineering, and business teams-making this a uniquely collaborative finance role where you're a strategic partner, not just a number-cruncher. If you want to do finance in a high-growth fintech environment where your analysis directly influences product and strategy decisions, this is the opportunity. About Melio USA: • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated., • The annual base salary range for this position is $125,000 - $145,000., • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA., • 401K matching: Feel the investment of working at a fast growing company., • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees., • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it., • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week., • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!, • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them. Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you're here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job DescriptionPortfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Insights Analyst description represents the type of early-career portfolio analytics and value-creation roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio-focused and buy-side analytics roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset investment platforms—may seek a data-driven Portfolio Insights Analyst to support ongoing portfolio monitoring, performance analysis, and value-creation initiatives. Individuals in roles like this focus primarily on the post-investment lifecycle, working closely with investment teams, operating partners, and portfolio company management to translate data into actionable insights. The environment is typically lean and collaborative, offering early exposure to senior investors, portfolio executives, and firm-wide decision-making. Day-to-Day ResponsibilitiesPortfolio Performance Analysis & Reporting Monitor portfolio company performance across financial and operational KPIs Build and maintain dashboards to track trends, variance to plan, and value-creation progress Analyze monthly, quarterly, and annual results against underwriting cases KPI Development & Insights Generation Design and refine KPI frameworks tailored to different business models and sectors Identify leading indicators of performance, risk, and growth opportunities Translate raw data into clear insights for investment and operating teams Value Creation & Strategic Support Support portfolio initiatives focused on revenue growth, margin improvement, and operational efficiency Partner with operating teams to assess impact of strategic initiatives Contribute analytical support for pricing strategies, customer segmentation, and cost optimization Investment & Firm-Level Support Provide portfolio analytics to inform investment committee discussions and fund-level reporting Support analysis related to add-on acquisitions, refinancings, and exit readiness Assist with LP reporting, benchmarking, and portfolio-wide insights Cross-Functional Collaboration Work closely with investment professionals, operating partners, and portfolio finance teams Support data standardization and reporting processes across the portfolio Help improve internal analytics tools and workflows What Makes This Work Engaging Direct visibility into how private market investments perform post-close Opportunity to influence value-creation decisions through data-driven insights Exposure to senior investors, operators, and portfolio executives Accelerated learning across portfolio management, operating metrics, and private markets Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio analytics and insights-driven roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, or related field Strong Excel and data analysis skills; experience with dashboards or BI tools is a plus Solid understanding of financial statements, KPIs, and performance analysis Familiarity with valuation concepts and private market structures preferred Experience (Formal or Informal) Prior experience or internships in private equity, investment banking, consulting, FP&A, corporate finance, or data analytics preferred Demonstrated interest in portfolio management, performance analysis, or value creation Soft Skills & Mindset Highly analytical with strong attention to detail Ability to synthesize complex data into clear, actionable insights Strong written and verbal communication skills Comfortable working across multiple stakeholders and portfolio companies Curious, coachable, and eager to improve analytical systems and processes How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and portfolio-focused finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, private credit, venture capital, investment banking, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to investment professionals and operating teams Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications, outreach, and interviews End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with portfolio analytics cases, financial analysis, and KPI-driven interviews Behavioral and technical interview preparation Continued Support Ongoing guidance throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionMarketing & Investor Relations Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Marketing & Investor Relations Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles supporting fundraising, investor communications, and brand positioning within asset management and alternative investment firms. Actual openings may vary based on employer type (private equity, venture capital, private credit, hedge fund, real estate, or traditional asset manager), fund structure, and target investor base. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Marketing & Investor Relations Analysts support capital raising and investor engagement efforts by preparing marketing materials, managing investor communications, and analyzing fundraising performance data. The role combines financial analysis, content development, CRM management, and strategic messaging in a fast-paced, client-facing environment. These professionals work closely with investment teams, senior leadership, compliance, fund administrators, and external marketing partners to ensure consistent and compelling communication with current and prospective investors. Key Responsibilities Assist in the preparation of marketing materials, pitch decks, fact sheets, and private placement memoranda (PPMs) Support quarterly and annual investor reporting processes, including performance summaries and portfolio updates Maintain and update CRM systems with investor activity, pipeline tracking, and engagement metrics Conduct investor research and help identify potential LP prospects across institutional channels Track fundraising progress and generate internal pipeline and performance reports Coordinate logistics for investor meetings, roadshows, conferences, and annual meetings Assist in drafting investor letters, website content, and thought leadership materials Ensure accuracy and consistency of performance metrics (IRR, TVPI, MOIC, AUM, TWR, etc.) across marketing materials Partner with compliance teams to ensure marketing materials adhere to regulatory standards Identify opportunities to improve branding, messaging, and investor engagement processes Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Marketing, or a related field Strong understanding of asset management and private markets fund structures Familiarity with investment performance metrics and fundraising processes Advanced Excel and PowerPoint skills; experience with CRM platforms (e.g., Salesforce) is a plus Strong writing, editing, and presentation skills Analytical mindset with high attention to detail Ability to manage multiple deadlines in a fast-paced fundraising environment Strong interpersonal and communication abilities Interest in investor relations, capital raising, and financial marketing About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investor relations and marketing teams Interview preparation for fundraising, performance reporting, and investor-facing assessments To learn more or express interest in marketing and investor relations roles, visit: https://www.careerlaunch.ai/

Job DescriptionCapital Performance Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Capital Performance Analyst description represents the type of early-career capital analytics and performance-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment roles centered on capital efficiency, return optimization, and performance measurement that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Firms within the Career Launch AI network—including private equity, growth equity, private credit, and alternative investment managers—may seek an analytically strong Capital Performance Analyst to support fund- and portfolio-level capital decisions. Individuals in roles like this focus on analyzing how capital is deployed, tracked, and optimized across investments, helping investment teams improve returns, manage risk, and enhance capital efficiency throughout the investment lifecycle. The environment is typically lean and analytical, offering meaningful exposure to performance drivers, capital allocation strategy, and investment decision support. Day-to-Day ResponsibilitiesCapital Performance & Return Analysis Analyze fund- and portfolio-level performance, including IRR, MOIC, DPI, and cash flow timing Track capital deployment, recycling, and return patterns across investments Evaluate the impact of leverage, follow-on capital, and exit timing on returns Financial & Scenario Modeling Build and maintain performance and cash flow models to assess capital efficiency Conduct scenario and sensitivity analyses on capital structures and return outcomes Support downside and stress testing related to capital deployment decisions Portfolio & Investment Support Monitor portfolio company capital usage, cash flow generation, and return contribution Support analysis for refinancings, recapitalizations, and exit alternatives Assist in evaluating incremental capital allocation decisions and trade-offs Investment Committee & Reporting Support Prepare performance summaries and analytics for investment committees and LP reporting Translate performance data into clear insights on risks, opportunities, and capital effectiveness Support standardized reporting on capital performance metrics Cross-Functional Collaboration Partner with investment, finance, and portfolio operations teams Support data consistency across performance tracking, reporting, and analysis Help improve internal processes for monitoring capital performance What Makes This Work Engaging Direct exposure to how capital decisions drive investment outcomes Hands-on experience with performance metrics used by senior investors Opportunity to influence capital allocation and value creation decisions Accelerated learning across portfolio finance, returns analysis, and investment strategy Ideal Candidate Profile This profile reflects competencies commonly sought for capital performance and analytics roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills Solid understanding of return metrics, cash flow modeling, and valuation concepts Comfort working with performance dashboards and financial datasets Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, private credit, consulting, or corporate finance preferred Demonstrated interest in capital allocation, performance analytics, or investment strategy Soft Skills & Mindset Strong analytical and detail-oriented mindset Ability to synthesize complex performance data into actionable insights Clear written and verbal communication skills Ownership mentality and ability to operate in fast-paced environments Coachability, curiosity, and eagerness to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and investment roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, capital analytics, investment strategy, and portfolio finance Recruiter & Hiring Manager Outreach Human-led outreach to relevant recruiters and investment professionals Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the job search Interview & Case Preparation Assistance with performance modeling, capital analysis cases, and technical prep Support with behavioral and technical interview readiness Continued Support Ongoing guidance throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description▶︎ Job Details • Job Title: IT Business Management Consultant (Finance & Operations Analyst), • Client: Japanese Financial Service, • Working Location: New York City, NY, • Working Style: Hybrid (3 days/week in the NYC office), • Employment Type: W-2 for 6 months, • Contract Period: August 2026 – January 2027, • Salary: $65-75/hour, • Benefit: N/A, • Visa Support: No, • Working Hours: Standard Business Hours, • Language: English (Japanese is not required) ▶︎ Key Responsibilities • Partner with Technology leadership to support financial planning, workforce management, reporting, and governance across the Technology organization., • Maintain rolling financial forecasts by integrating workforce changes, project timelines, vendor activities, and contract milestones., • Analyze budgets, financial performance, and variances, providing actionable insights and recommendations to leadership., • Ensure the accuracy of budgets, cost centers, funding information, and financial reporting., • Prepare executive-level reports, dashboards, and presentation materials for Technology leadership., • Coordinate leadership meetings, governance activities, agendas, and follow-up action items., • Maintain workforce reporting, including headcount, organizational changes, onboarding, offboarding, and staffing updates., • Coordinate with HR and cross-functional stakeholders on workforce planning and operational initiatives., • Track vendor contracts, contractor data, renewals, and associated financial impacts., • Support technology portfolio planning by monitoring project timelines, dependencies, budgets, and resource allocations. ▶︎ The right candidate will possess • Experience working in a large enterprise or complex matrix organization., • Strong experience managing operational budgets and financial planning., • Solid understanding of IT infrastructure and technology organizations., • A proactive mindset with the ability to identify issues, take initiative, and drive improvements independently., • Strong analytical, organizational, and problem-solving skills., • Excellent communication skills with the ability to interact confidently with senior leadership., • High attention to detail and the ability to manage multiple priorities. ▶︎ Required Qualifications & Skills • Bachelor's degree in Business, Finance, Information Systems, or a related field (or equivalent experience)., • 5–7 years of experience in Technology Business Management, IT Finance, Operations, or a related field., • Experience supporting senior Technology leadership., • Experience managing operational budgets and financial forecasting., • Strong financial analysis and reporting skills., • Knowledge of technology organizations and IT operations., • Advanced Microsoft Excel skills., • Excellent written and verbal communication skills., • Ability to work independently in a fast-paced environment. Important Notice • Beware of scams: Cinter Technology will never contact candidates from an email address ending in @cintertechnology.work. Any such email is fraudulent., • No C2C: We do not accept Corp-to-Corp (C2C) arrangements for this position. Powered by JazzHR pSWluG6Bgw

Job DescriptionBuyout Origination Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Buyout Origination Analyst description represents the type of early-career buy-side origination and sourcing roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically driven Buyout Origination Analysts to support proprietary deal sourcing and pipeline development for control-oriented investments. Individuals in roles like this focus on identifying, qualifying, and advancing potential buyout opportunities before formal diligence begins. The environment is typically fast-paced and relationship-driven, offering early exposure to how buyout firms build and sustain deal flow. Day-to-Day ResponsibilitiesBuyout Origination & Deal Sourcing Identify potential buyout targets through proprietary sourcing, market mapping, and outbound outreach Research founder-owned, family-owned, and sponsor-backed businesses aligned with firm investment criteria Track and manage deal pipelines, CRM systems, and sourcing analytics Support relationship-building with business owners, intermediaries, bankers, and advisors Initial Deal Assessment & Screening Conduct high-level financial and qualitative analysis of sourced opportunities Review business models, ownership dynamics, growth drivers, and risk factors Perform preliminary valuation and return analysis to assess buyout viability Determine which opportunities should advance to deeper evaluation Market & Industry Research Perform sector mapping and industry research to support thematic sourcing initiatives Monitor transaction activity, valuation trends, and competitive dynamics Contribute to the development of investment theses for targeted buyout strategies Investment Team Support Prepare screening summaries, sourcing briefs, and internal materials Clearly communicate insights, risks, and recommendations to senior investment professionals Coordinate handoffs from origination to execution and diligence teams What Makes This Work Engaging Direct involvement in generating proprietary buyout opportunities Exposure to founders, CEOs, and business owners Development of commercial judgment and relationship-building skills Clear visibility into how buyout firms originate, evaluate, and execute deals Ideal Candidate Profile This profile reflects the competencies commonly sought for buyout origination-focused roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills Solid understanding of buyout structures, valuation, and private equity return drivers Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, business development, consulting, or transaction advisory is beneficial Demonstrated interest in deal sourcing, relationship-driven investing, or private equity buyouts Soft Skills & Mindset Strong communication and interpersonal skills Commercial curiosity and comfort with outbound outreach Organized, process-oriented approach to pipeline management Ability to work in fast-paced, target-driven environments Coachability, persistence, and willingness to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted searches across private equity, buyouts, investment banking, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to partners, principals, and origination professionals Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage sourcing-focused applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Preparation for buyout sourcing cases, screening exercises, and investment judgment interviews Behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionCapital Analytics Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Capital Analytics Analyst – PE description represents the type of early-career, analytics-driven private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and principal investing roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Capital Analytics Analysts to support capital deployment, portfolio exposure analysis, and fund-level performance tracking. Individuals in roles like this focus on understanding how capital is allocated across investments, how returns and risk evolve over time, and how portfolio construction decisions impact overall fund outcomes. The role works closely with investment teams, finance, and senior leadership to provide data-driven insights that inform capital allocation and portfolio strategy. The environment is typically lean and analytical, offering visibility into fund economics, deal-level performance, and portfolio-wide decision-making. Day-to-Day ResponsibilitiesCapital Allocation & Portfolio Analytics Analyze capital deployment across portfolio companies, sectors, and vintages Track invested capital, follow-on investments, and reserve utilization Monitor portfolio concentration, exposure limits, and diversification metrics Returns & Performance Analysis Analyze deal-level and fund-level returns (IRR, MOIC, DPI, TVPI) Maintain and update return attribution and performance analytics Support scenario and sensitivity analyses related to capital allocation decisions Financial Modeling & Data Analysis Build and maintain analytical models supporting capital planning and portfolio construction Update valuation and return assumptions based on actual performance and market data Support downside, base, and upside case analysis across the portfolio Investment Committee & Stakeholder Support Prepare capital analytics, dashboards, and summaries for investment committee meetings Communicate insights on portfolio performance, risk, and capital efficiency Support materials for fundraising, LP reporting, and internal reviews Strategic & Transaction Support Assist with analysis for new investments, add-ons, and follow-on capital decisions Support exit timing analysis and capital recycling considerations Contribute to post-investment reviews and portfolio optimization initiatives What Makes This Work Engaging Exposure to how private equity firms deploy and manage capital at scale Direct involvement in fund-level and portfolio-wide decision-making High-impact analytical work influencing investment pacing and strategy Accelerated learning in portfolio analytics, fund economics, and capital strategy Ideal Candidate Profile This profile reflects the competencies commonly sought for capital analytics–focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Advanced Excel and financial analysis skills; experience with dashboards or data tools is a plus Strong understanding of valuation, returns analysis, and portfolio metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, asset management, consulting, or corporate finance is beneficial Exposure to portfolio analysis, fund reporting, or capital allocation frameworks is a plus Demonstrated interest in investment analytics and fund performance Soft Skills & Mindset Highly analytical with strong attention to detail Ability to synthesize complex data into clear insights Strong written and verbal communication skills Comfortable working across multiple investments and datasets Curious, coachable, and eager to learn fund-level decision processes How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio analytics, and capital strategy roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with capital allocation, portfolio analytics, and fund performance cases Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description The Marlene Meyerson Jewish Community Center of Manhattan (the JCC) is seeking a highly organized, detail-oriented, and analytical Financial Planning & Analysis (FP&A) Analyst to join our Finance team. Reporting directly to the VP of Finance, the FP&A Analyst will join a high-performing, collaborative team. In this critical role, the FP&A Analyst will support JCC's financial operations and strategic decision-making processes. Responsibilities include financial planning, budgeting, forecasting, and reporting, as well as providing support for key business initiatives that drive the organization's operational, development, and financial objectives.Additionally, the FP&A Analyst will have the opportunity to contribute to and lead financial modeling efforts for the organization's annual five-year operating plan and budget, corporate covenant requirements, and the JCC's plans and objectives. This role is particularly well-suited for individuals who thrive in a performance-driven environment that values leadership and accountability for delivering results.The Marlene Meyerson Jewish Community Center of ManhattanTogether with our community, the Marlene Meyerson JCC Manhattan creates a welcoming and vibrant environment where individuals from all walks of life come together to connect, grow, and learn. Rooted in Jewish values, it is a cornerstone of the Upper West Side that provides something for every stage of life through a multifaceted array of offerings-spanning comprehensive children's and family programs, cutting-edge health and wellness, thought-provoking arts and culture, and vital social services. It imagines Jewish life that is inclusive and diverse, creating a supportive space for people of all backgrounds to engage, nurture their well-being, and find a deep sense of belonging.RESPONSIBILITIESActively participating in the annual budgeting process with the VP of Finance. This involves working closely with various stakeholders throughout the organization to coordinate efforts, consolidate and analyze budget submissions, and prepare comprehensive management reports and presentations that summarize the budget outcomes.Playing a key role in the monthly forecasting process by coordinating with stakeholders, consolidating and analyzing forecasts, and preparing management reports and presentations. These analyses will compare current forecasts to the budget and the prior year, as well as prior forecasts, to provide actionable insights.Preparing a variety of financial analyses utilizing key performance indicators that are specific to the nonprofit industry, providing meaningful insights to support business decisions.Assisting with the integration of newly acquired or developed assets (CRM) into the organization's reporting framework, ensuring consistency and accuracy in financial reporting.Developing and managing analytical tools and processes designed to enhance the quality and transparency of financial performance reporting, as well as to facilitate ad hoc reporting needs.Participating in process improvement initiatives. This includes ensuring proposed process changes are effectively implemented, thoroughly documented, and clearly communicated across relevant teams.Work closely with the Development Department on revenue analysis models.Contribute to the development and management of detailed financial models used in the organization's annual operating plans.Please note that this job description is not intended to cover or list in full the activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.REQUIREMENTSBachelor's degree in finance, business, accounting, economics, or a related field. CPA, CFA, or MBA preferredMinimum 2 to 5 years of experience in finance, FP&A, or a similar analytical role, preferably within the nonprofit infrastructure sector.Strong analytical and quantitative skills, with proficiency in financial modeling and Excel.Knowledge of GAAP and financial reporting standards is a plus.Excellent communication, presentation, and interpersonal skills, with the ability to work cross-functionally.Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.Experience with FP&A tools and ERP systems (e.g., Sage Intacct, Bill.com, Concur, DAXKO CRM, Monday.com, etc.) Experience with business intelligence tools is a plusProfessional with a positive attitude and capable of contributing to a dynamic and team-oriented culture.If this role sounds like a good fit for you, please submit a cover letter and resume with your application.WHAT WE OFFERSupportive, mission-driven work environmentHealth Benefits such as Medical, Dental, and Vision Insurance + morePaid Vacation Time + a generous offering of Federal and Jewish/Secular Holidays403(b) Retirement Savings AccountOpportunities for professional development, mentorship, and leadership investmentAccess to all the JCC's cultural, learning, arts, and film programsFree fitness membership for the pool and health clubDiscounts on other JCC programsWORK SCHEDULEThis is a full-time position. Standard business hours are Monday through Friday. Occasional additional hours may be required during month-end close, year-end audit, budget season, or other peak periods.WORK LOCATIONThis position is primarily onsite at the Marlene Meyerson JCC Manhattan, located on the Upper West Side of Manhattan with some limited remote work opportunity. Regular in-person collaboration within the Finance team and with other operational teams is required.SALARY RANGE$85,000 – $105,000 annually, commensurate with experience.The Marlene Meyerson JCC Manhattan is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, sex, marital status and civil partnership/union status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age, disability, military or veteran status, genetic predisposition or carrier status, or any other characteristic as established and protected by applicable federal, state or local law.

Job Description Title: Transit Management Analyst Series –Operations Support/Finance Authority: TA Department: Subways Division/Unit: Operations Support Location: 130 Livingston St, Hours: 9AM -5PM Reporting Manager (if Applicable): Manager, Finance Deadline (if Applicable): 9/18/26 Compensation\Authority - Union TA - Non Rep Assistant Transit Management Analyst I $67,933* - $80,421 Assistant Transit Management Analyst II $78,874* - $87,847 Associate Transit Management Analyst $89,162* - $115,445 POSITON SUMMARY: Finance provides support to Subways Operating divisions by developing budget proposals and D-4 requests, requesting job numbers, monitoring spending against budget, and providing reports to various stakeholders (divisional management, Subways leadership, Capital Programs, C&D, OMB, etc). These positions also support work related to the July and November financial plans, mid-year estimates, year-end variance analyses, budget entry and allocation, organizational charts, and ad hoc requests. RESPONSIBILITIES: • Serve as a liaison to divisions within DOS regarding the budgeting and tracking of materials and contracts, budgeted headcount, hiring, and monthly overtime results., • Collaborate daily with peer teams and divisional stakeholders to support financial planning, budget management, and reporting activities., • Prepare monthly dashboards and other financial and operational reports and provide timely updates to management and stakeholders., • Respond to ad hoc requests from the President’s Office and other senior leadership by providing financial analysis, reporting, and supporting data as needed., • Provide general administrative and data support to the Division Operations team, including data collection, analysis, reporting, and coordination of financial activities. EDUCATION AND EXPERIENCE: Analyst I & II Qualification Requirements • A master's degree from an accredited college or university in business administration, public administration, public policy, engineering, engineering technology, economics, architecture, mathematics, physics, computer science, finance, accounting, transportation planning, industrial psychology, urban planning/studies, human resources management, labor relations, operations research, security management or in a related area, or, • A baccalaureate degree from an accredited college or university and two years of satisfactory full-time professional experience working in budget administration, accounting, economic or financial administration, engineering, in management or methods of analysis, operations research, organization research or program evaluation, personnel or public administration, staff development, employment program planning or administration, security management; or general administration. Associate Qualification Requirements • A master's degree from an accredited college or university in business administration, public administration, public policy, engineering, engineering technology, economics, architecture, mathematics, physics, computer science, finance, accounting, transportation planning, industrial psychology, urban planning/studies, human resources management, labor relations, operations research, security management or in a related area, and one year of full‐time satisfactory professional experience working in budget administration, accounting, economic or financial administration, engineering, in management or methods analysis, operations research, organizational research or program evaluation, personnel or public administration, staff development, employment program planning or administration, security management; or general administration; or, • A baccalaureate degree from an accredited college or university; and three years of satisfactory full-time experience as described in "1" above. DESIRED SKILLS: • Strong analytical, technical, and organizational skills, with the ability to manage multiple priorities and meet deadlines., • Proficiency in building, analyzing, and interpreting reports and dashboards using Power BI, Microsoft Excel, and other Microsoft Office applications., • Basic knowledge of SQL and experience utilizing MTA’s DataLake to access, analyze, and interpret data., • Strong written and verbal communication skills, with the ability to effectively present complex financial and operational information to internal and external stakeholders with varying levels of data knowledge and expertise., • Strong presentation and data visualization skills, with the ability to translate data and analysis into clear, concise, and actionable information for diverse audiences. SELECTION METHOD Based on evaluation of education, skills, experience, interview, and written assessment. All selected candidates will be subject to a full background investigation that includes employment and education. Discrepancies may lead to dismissal. OTHER INFORMATION Appointment may be at a comparable level to current level of selected candidate. (If necessary) As an employee of MTA NYC Transit, you may be required to complete an annual financial disclosure statement with the state of New York, if your position earns more than $101,379 (this is subject to change) per year or if the position is designated as a policy maker. For 55-a eligible titles: Candidates selected for this position may be placed in a competitive or non-competitive class position based on their qualifications. Qualified candidates who are placed in a competitive class position are eligible for the 55-a Program. Please indicate in your cover letter and in the upper right corner of your resume that you would like to be considered for the position under the 55-a Program. For detailed information regarding the 55-a Program, please visit the following link https://www1.nyc.gov/site/dcas/employment/55-a-program.page TA APPLICANTS MUST BE IN A PERMANENT CIVIL SERVICE STATUS IN THE TITLE(S). IF YOU ARE ON AN ESTABLISHED LIST, YOUR LIST NUMBER MUST BE REACHABLE TO BE CONSIDERED FOR APPOINTMENT. The Metropolitan Transportation Authority is North America's largest transportation network, serving a population of 15.3 million people across a 5,000-square-mile travel area surrounding New York City, Long Island, southeastern New York State, and Connecticut. The MTA network comprises the nation’s largest bus fleet and more subway and commuter rail cars than all other U.S. transit systems combined. MTA strives to provide a safe and reliable commute, excellent customer service, and rewarding opportunities. ADDITIONAL INFORMATION Final salary is determined experience, skillset, and alignment with compensation practices. The posted range reflects expected compensation and may be updated as market or business needs evolve. To be eligible for consideration for a new role, current MTA employees must complete at least one year of service in their current role prior to applying. Additionally, eligibility to interview is contingent upon maintaining a satisfactory record of job performance, attendance, and disciplinary conduct. Pursuant to the New York State Public Officers Law & the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the “Commission”). HOW TO APPLY Qualified applicants can submit an online application by clicking on the ‘APPLY NOW’ button from either the CAREERS page or from the JOB DESCRIPTION page. If you have previously applied online for other positions, enter your Username and Password. If it is your first registration, click on the CLICK HERE TO REGISTER hyperlink and enter a Username and Password; then click on the REGISTER button. EQUAL EMPLOYMENT OPPORTUNITY MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including with respect to veteran status and individuals with disabilities. The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply.

Job DescriptionPortfolio Monitoring Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Monitoring Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio management, investment monitoring, and risk oversight. Actual openings may vary depending on employer focus, including private capital, mutual funds, hedge funds, or multi-asset portfolios. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Portfolio Monitoring Analysts support investment and portfolio teams by tracking holdings, monitoring exposures, and ensuring the integrity of portfolio data. This role combines quantitative analysis, reporting, and operational oversight to provide real-time insight into portfolio positions, performance, and risk metrics. These positions involve close collaboration with portfolio managers, operations, risk, and accounting teams to ensure accurate monitoring, timely reporting, and adherence to investment guidelines. Key Responsibilities Monitor portfolio positions, exposures, and market values across multiple asset classes Validate portfolio data and reconcile discrepancies between trading, operations, and accounting systems Track performance, P&L, and risk metrics on a daily, weekly, and monthly basis Build and maintain dashboards, reports, and models to provide portfolio insights and alerts Identify anomalies, unusual activity, or breaches of investment guidelines Support regulatory, investor, and internal reporting requirements Assist in ad-hoc analysis and special projects for portfolio teams or senior management Collaborate with operations, risk, and accounting teams to ensure smooth portfolio monitoring and reporting processes Preferred Qualifications Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field Knowledge of portfolio management, investment instruments, and financial markets Experience or coursework in portfolio monitoring, risk management, or investment operations Strong analytical skills with a high attention to detail Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus Ability to work effectively in fast-paced, collaborative environments Clear written and verbal communication skills Strong interest in portfolio analytics, risk monitoring, and investment operations About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to portfolio managers, operations, and investment teams Interview preparation for portfolio monitoring, reporting, and quantitative assessments To learn more or express interest in portfolio monitoring and investment operations roles, visit: https://www.careerlaunch.ai/

Job DescriptionPortfolio Operations Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio operations, investment monitoring, and fund reporting. Actual openings may vary based on employer type (e.g., asset managers, private equity firms, venture capital funds) and investment focus. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Portfolio Operations Analysts support investment teams by managing the operational, reporting, and analytical processes for portfolio investments. The role blends portfolio monitoring, data analysis, and reporting to ensure accurate tracking of positions, performance, and risk metrics. These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals. Key Responsibilities Monitor portfolio holdings, valuations, and performance metrics Assist with portfolio operations including trade settlement, reconciliations, and cash management Prepare and maintain reporting for internal teams and investors, including performance reports and risk analytics Support the onboarding and monitoring of new investments and portfolio companies Collaborate with fund accounting, investor relations, and compliance teams to ensure accurate data flow Identify discrepancies, anomalies, or operational inefficiencies and recommend solutions Support internal and external audits as needed Maintain accurate records of portfolio activity and transactions Preferred Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field Understanding of investment operations, portfolio management, and reporting processes Familiarity with portfolio management and fund administration systems (e.g., Investran, eFront, or Geneva) is a plus Strong analytical skills with high attention to detail Proficiency in Excel; experience with SQL, VBA, or other reporting tools is advantageous Ability to work effectively in fast-paced, deadline-driven environments Clear written and verbal communication skills Interest in investment operations, portfolio monitoring, and reporting About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment operations and portfolio teams Interview preparation for portfolio operations, fund reporting, and investment analytics roles To learn more or express interest in portfolio operations roles, visit: https://www.careerlaunch.ai/

Job DescriptionInstitutional Investor Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Institutional Investor Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on institutional investor engagement, capital markets research, and portfolio strategy. Actual openings may vary depending on the firm’s focus, including private equity, venture capital, hedge funds, mutual funds, or other alternative investments. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Institutional Investor Analysts support investment, fundraising, and client relationship teams by analyzing institutional investor behavior, preparing research on capital allocation trends, and assisting with engagement and reporting activities. The role combines financial analysis, strategic insight, and relationship management to support institutional fundraising and portfolio growth. These roles often involve collaboration with senior investor relations professionals, portfolio managers, and business development teams. Key Responsibilities Conduct research and analysis on institutional investor trends, capital allocation, and market activity Assist in maintaining and updating investor databases, CRM systems, and relationship tracking tools Support outreach to institutional investors, including preparing presentations, pitch materials, and performance reports Monitor fund performance, investment pipelines, and market developments relevant to institutional clients Analyze investor engagement metrics and identify potential fundraising or growth opportunities Coordinate due diligence requests and support institutional investor reporting requirements Prepare weekly, monthly, and ad-hoc reports for senior management and investor teams Collaborate with internal teams to streamline investor engagement and reporting processes Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, or a related field Understanding of institutional investor types, capital markets, and investment strategies Experience or coursework in investor relations, capital raising, or financial analysis (preferred but not required) Strong analytical and quantitative skills with attention to detail Proficiency in Excel, PowerPoint, and CRM or investor tracking systems Excellent written and verbal communication skills for investor-facing materials Ability to manage multiple priorities in fast-paced environments Interest in capital markets, institutional investing, and client relationship management About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to institutional investor teams and capital markets professionals Interview preparation for financial analysis, fundraising strategy, and investor communications To learn more or express interest in investor relations and capital markets roles, visit: https://www.careerlaunch.ai/

Job Description Financial Analyst The New York City Housing Development Corporation (HDC) is a public benefit corporation and the nation’s largest municipal Housing Finance Agency. HDC’s programs support the construction and preservation of multi-family affordable housing in New York City. Area of Talent: Capital Markets/Affordable Housing Finance Position Type: Full Time/Exempt Salary Range: $65,000 to $85,000 Office Location: NYC/Financial District The Capital Markets Department is responsible for developing financing strategies and structuring and executing debt issuances for HDC. In 2025, HDC was the #1 issuer of affordable housing municipal bonds and the #22 issuer of municipal bonds across all industries with $3.14 billion of bonds sold across 9 issuances. Capital Markets works closely with HDC’s Development, Legal, Asset Management, Cash Management, Accounting and Loan Servicing teams, as well as external partners, including investment banks (bond underwriters), bond counsels and rating agencies, to structure tax-exempt and taxable multifamily affordable housing municipal bond financings. Capital Markets utilizes a variety of financing structures, including fixed-rate debt, variable-rate debt, and interest rate swaps and caps to optimize borrowing costs across HDC’s financing programs. Through these efforts, the department supports HDC’s mission of financing and preserving affordable housing throughout New York City. Position Summary: The Financial Analyst reports to the Vice President of Capital Markets and supports the structuring and execution of HDC’s tax-exempt and taxable multifamily affordable housing bond financings. Working closely with internal departments and external partners, the analyst will assist with bond issuance activities, debt portfolio management, bond call and refunding analyses, cash flow analyses, and the evaluation of new debt structures. Responsibilities also include tracking bond and mortgage data and preparing reports related to HDC’s debt issuance. Job Responsibilities: • Structure bond offerings and execute bond pricings and closings, including preparing investor roadshows, rating agency presentations, and other investor marketing materials, • Review and update bond and mortgage portfolio information, including summaries by bond interest rate mode, interest rate hedge details, mortgage loan lien priority and credit enhancement, and counterparty exposure, • Create and maintain portfolio models to support bond issuance, identify and evaluate financing opportunities and alternatives, and conduct debt capacity and feasibility analyses, • Perform cash flow analyses to evaluate debt financing alternatives, • Prepare presentations for rating agencies, investors, other counterparties, and industry conferences, • Create and maintain portfolio databases for ongoing monitoring and reporting requirements, • Leverage HDC software engineering team to develop customized management reports and bond and mortgage loan tracking information, • Identify key requirements (systems, reports, processes, and interfaces) to sustain existing data structures and to update and maintain database information Required Qualifications: • Bachelor’s degree from an accredited college in finance, economics, real estate, business administration, mathematics, and/or data management, • Minimum of 1-4 years of relevant experience in bond finance, real estate finance, affordable housing and/or mortgage operations; or a satisfactory combination of education and/or experience that is equivalent to the above, • Understanding of financial concepts and mortgages, • Superior organizational, analytic, and problem-solving skills, attention to detail, and ability to multi-task, • Strong communication skills with the ability to articulate complex ideas to both technical and non-technical teams, • Strong proficiency in data management and use of financial software applications, • Proficiency with Microsoft Office suite specifically intermediate to advanced Excel skills It is strongly preferred that you submit a cover letter with your resume. You may also fax your resume and cover letter to (212) 227-6816. HDC demonstrates a strong commitment to its employees by providing a salary that is competitive and commensurate with experience and excellent benefits, including: • Health Benefits at a reasonable cost, • Dental and Vision Benefits at no cost, • Retirement savings plan with a generous match and a pension plan, • Paid holiday, vacation, sick time and parental leave, • Professional development opportunities, • Public Service Loan Forgiveness for eligible employees, • Wellness reimbursement, • Back-up Caregiver Benefit HDC is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy. HDC is committed to the full inclusion of all qualified individuals. As part of this commitment, HDC will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources by emailing jobs@NYCHDC.com.

Job DescriptionInvestor Communications Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investor Communications Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on investor reporting, external communications, and stakeholder engagement within asset management and alternative investment firms. Actual openings may vary based on employer type (private equity, venture capital, private credit, hedge fund, real estate, or traditional asset manager), fund structure, and investor base. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Investor Communications Analysts support investor relations and senior leadership teams by preparing, coordinating, and delivering high-quality communications to institutional and high-net-worth investors. The role blends financial analysis, content development, reporting coordination, and stakeholder engagement in a deadline-driven environment. These professionals work closely with investment teams, fund accounting, compliance, marketing, and external service providers to ensure accurate and consistent messaging. Key Responsibilities Prepare quarterly and annual investor letters, performance updates, and portfolio summaries Coordinate the production and distribution of investor reporting materials Translate investment performance data and portfolio developments into clear, investor-friendly narratives Assist with preparation of presentation materials for annual meetings, roadshows, and investor calls Ensure accuracy and consistency of reported performance metrics (IRR, TWR, MOIC, TVPI, AUM, etc.) Maintain investor contact databases and communication logs Support responses to investor inquiries and ad hoc information requests Coordinate due diligence materials and manage investor data rooms Partner with compliance teams to ensure communications meet regulatory standards Identify opportunities to enhance reporting templates, design, and communication workflows Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Communications, or a related field Strong understanding of financial markets and investment performance metrics Familiarity with private markets or asset management reporting environments Advanced Excel and PowerPoint skills; experience with reporting tools or CRM systems is a plus Excellent writing, editing, and presentation skills Strong attention to detail and organizational ability Ability to manage multiple deadlines and stakeholder requests simultaneously Strong interpersonal and communication skills Interest in investor relations, capital markets, and financial communications About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investor relations and communications teams Interview preparation for performance reporting, financial analysis, and investor-facing scenarios To learn more or express interest in investor communications and investor relations roles, visit: https://www.careerlaunch.ai/

Job DescriptionJunior Transaction Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Junior Transaction Analyst – Private Equity description represents the type of early-career, deal-focused private equity roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive transaction-oriented investment roles that may not appear on public job boards. Career Launch AI provides tools and structured support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber private equity careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity firm (representative of firms within our network) may seek a Junior Transaction Analyst to support senior investment professionals across deal execution, financial analysis, and transaction diligence. This role is designed for candidates at the start of their private equity careers, offering direct exposure to live transactions, rigorous analytical work, and hands-on involvement in the deal process within a lean investment team. Day-to-Day ResponsibilitiesTransaction Analysis & Financial Modeling Build and maintain transaction and operating models, including 3-statement models, DCFs, and LBOs Analyze deal economics, capital structures, leverage, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic methods Support initial screening and underwriting of potential acquisitions Due Diligence & Deal Support Assist with diligence across financial, commercial, operational, and legal workstreams Analyze historical performance, forecasts, KPIs, and unit economics Coordinate and organize diligence materials from advisors and management teams Summarize diligence findings into clear, data-driven transaction insights Investment Committee & Execution Support Prepare investment memoranda, financial exhibits, and IC presentation materials Support internal discussions by highlighting key risks, assumptions, and return drivers Assist transaction execution from initial review through closing Help manage timelines, data rooms, and advisor interactions Portfolio & Post-Close Support Support portfolio company performance tracking and reporting Assist with KPI dashboards and variance analysis Contribute analytical support for add-on acquisitions, refinancings, and exit preparation Provide ad hoc transaction-related analysis to the investment team What Makes This Work Engaging Direct exposure to private equity transaction execution Hands-on experience with financial modeling and deal processes Interaction with investment professionals, advisors, and company management Accelerated learning across M&A, valuation, and private equity deal mechanics Ideal Candidate Profile This profile reflects the competencies commonly sought for junior transaction analyst roles in private equity. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills with the ability to build or audit financial and transaction models Solid understanding of accounting, corporate finance, and valuation Experience (Formal or Informal) Prior internships or entry-level experience in investment banking, transaction advisory, private equity, consulting, or corporate finance is beneficial Demonstrated interest in deal execution, M&A, and private equity transactions Soft Skills & Mindset High attention to detail and analytical rigor Clear written and verbal communication skills Ability to perform in fast-paced, deadline-driven environments Coachable, curious, and motivated to develop transaction expertise How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and transaction-focused roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant entry-level transaction roles Targeted search across private equity, M&A, and private capital strategies Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and private equity decision-makers Support initiating direct, targeted conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the recruiting process Interview & Case Preparation Assistance with transaction case studies, LBO modeling tests, and technical interviews Behavioral interview coaching aligned with junior PE roles Continued Support Ongoing guidance provided throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job DescriptionFund Investor Services Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Investor Services Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor services, fund operations, and client reporting. Actual openings may vary depending on employer focus, including private equity, venture capital, hedge funds, and multi-asset fund structures. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Fund Investor Services Analysts support fund operations and investor relations teams by managing client onboarding, maintaining investor records, and delivering accurate reporting. This role combines operational coordination, data analysis, and client service to ensure a seamless experience for investors and adherence to fund policies and regulatory requirements. These roles often involve collaboration with operations, finance, legal, and portfolio teams to facilitate capital calls, distributions, and investor inquiries. Key Responsibilities Assist in onboarding new investors and maintaining accurate investor records Support the processing of capital calls, subscriptions, and distributions Prepare and distribute investor reports, statements, and performance summaries Maintain dashboards, tracking tools, and data to monitor fund performance and investor activity Respond to investor inquiries and support investor communications Collaborate with operations, finance, and legal teams to ensure compliance with fund documents and regulatory requirements Identify process improvements to enhance efficiency and accuracy in investor services Prepare ad-hoc and recurring reports for senior management on investor activity, fund inflows/outflows, and subscription trends Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related field Understanding of investor services, fund operations, and private capital structures Experience or coursework in private equity, venture capital, hedge funds, or investment operations Strong analytical skills with attention to detail Proficiency in Excel; familiarity with CRM systems, investor portals, or data management tools is a plus Ability to work in fast-paced, client-facing environments Clear written and verbal communication skills Strong interest in investor relations, fund administration, and client service About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment teams and private capital firms Interview preparation for investor services, fund operations, and client reporting assessments To learn more or express interest in investor services and fund operations roles, visit: https://www.careerlaunch.ai/

Job Description About Us FintechOS is the AI platform for financial product operations - purpose-built to help banks, credit unions, and insurers design, launch, and evolve financial products dramatically faster than traditional methods. Our platform sits above existing core systems, enabling institutions to modernize without rip-and-replace, and to innovate without rebuilding from scratch. We serve 60+ financial institutions across North America, Europe, and Asia-Pacific — including Hanscom Federal Credit Union, Vibrant Credit Union, Groupe Société Générale, and Admiral Group — and partner with Microsoft, Deloitte, Finastra, and Fiserv. About The Role FintechOS is entering its most important phase in its most strategic market. We are looking for a Director of Analyst Relations, based in the United States, to build and lead our global analyst relations program at the moment when industry analysts will help decide how fast we grow. You will carry a global remit, with the US as the priority in the first phase. You will report to the VP of Product Marketing and work closely with our executive team, product, sales, and marketing. This is a role for a senior operator who can move fast: stand up the program, secure our place in the evaluations that shape buying, and turn analyst insight into positioning and pipeline. What You Will Do • Own FintechOS's global analyst relations strategy and program, with the US as the first priority, working from the VP of Product Marketing's team., • Drive our participation and placement in the evaluations that shape buying: Gartner Magic Quadrants, Forrester Waves, IDC MarketScapes, and the Celent and Datos Insights vendor evaluations, across banking origination and, over time, insurance policy administration. Own the submissions, briefings, demos, and reference customers from start to finish., • Build and run the briefing and inquiry calendar across the global tier one firms and the specialist and regional firms that carry weight with US buyers., • Prepare and coach executives and product leaders for analyst briefings, strategy days, and inquiries, and broker the right analyst relationships for the right leaders., • Turn analyst research and evaluation results into sales ready assets: competitive intelligence, reprint rights, proof points, and shortlist support the field can use in live deals., • Feed analyst signal back into positioning, messaging, roadmap, and go to market, so the company hears the market clearly., • Stand up the operating backbone of the program: a coverage tracker, a system of record, program metrics, and regular reporting to leadership. What We Are Looking For • A senior analyst relations leader with a solid reputation and a clear track record of wins., • A strong, current network across the analyst community, and enough command of the market, the analysts, and their publication calendars to put a plan in place and execute it quickly., • Deep understanding of the products and technologies relevant to the markets where FintechOS operates: agentic AI in banking, origination solutions, product management and pricing, and core modernization., • An enterprise B2B technology background, ideally in fintech, financial services software, or banking and insurance technology., • Excellent writing and executive presence: you can turn dense product material into criteria aligned analyst narratives and steer briefings at the C level., • Based in the United States, able to work across US and European time zones, and willing to travel for briefings and events. What Makes You Stand Out • Existing relationships with the analysts who cover banking origination, digital banking, and insurance platforms in the US., • Fluency in banking and insurance technology, enough to represent our platform and architecture credibly to analysts., • Experience building an analyst relations function from an early stage., • The ability to talk about agentic AI and governed automation with real substance., • A commercial instinct that connects analyst work to pipeline and competitive wins., • Knowledge of the US financial institution landscape: banks, credit unions, and the firms that advise them. Our Culture We are a global team that values clarity, ownership, and momentum. We work openly across functions and geographies, we move quickly, and we back people who take initiative. FintechOS is an equal opportunity employer. We welcome applicants of every background and are committed to building a diverse and inclusive team where everyone can do their best work. Quick Facts • FintechOS is the agentic platform for financial product operations. Banks, credit unions, building societies, and insurers use it to launch and grow products on top of the core systems they already run, without rip and replace., • We work across the US, UK, and EU, with the US as our most strategic growth market., • Recent US wins include ESL Credit Union, Vibrant Credit Union, and Hanscom Credit Union, with partnerships including Finastra, Velera, and Fiserv., • Gartner has recognized FintechOS as a representative vendor in the Gartner Market Guide for Commercial Loan Origination Solutions. Expand financial solutions across the globe. If you would like to work with a highly motivated group of people, please get in touch.

Job Description Company Description Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. Department Description Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and installation companies with access to our proprietary platform, financing, customer management tools, and milestone submission systems. Our portfolio of solar lease, PPA, and battery storage products is growing — and so is the infrastructure needed to manage it well. Location This position will be based in either New York, NY or Charlotte, NC. Reporting This position will report to the Manager, Capital Markets. Summary of Role The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders. You will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work. This is an individual contributor role. You will partner across Data Analytics, Operations, Finance, and Accounting. Strategic & Tactical Reporting and portfolio management: • Own monthly and quarterly reporting deliverables across the active portfolio of solar lease, PPA, and battery storage transactions, • Build reporting templates and data delivery frameworks for new deals at close, in partnership with deal execution and legal teams, • Track portfolio performance metrics and surface meaningful insights to internal leadership and external stakeholders, • Maintain organized, audit-ready records across all active financing relationships Investor relations support: • Serve as a consistent point of contact for reporting-related inquiries from tax equity partners and institutional investors, • Prepare materials and data packages for investor calls, annual reviews, and ad hoc requests, • Partner with the Manager, Capital Markets to ensure investor communication is timely, accurate, and well-organized Data infrastructure and automation: • Identify gaps and inefficiencies in existing reporting processes and build solutions, • Develop and improve data flows between internal systems, ensuring reporting inputs are clean, reliable, and timely, • Leverage Microsoft Fabric and other BI tools to create scalable, repeatable reporting workflows, • Apply AI-assisted tools and automation where appropriate to reduce manual work and increase reporting quality Qualifications Required: • Bachelor's degree in Finance, Economics, Accounting, or a related field, • 1-3 years of experience in structured finance, asset management, portfolio reporting, or a similar analytical role, • Advanced Excel skills — you should be fluent, not just functional; complex models, data tables, and data manipulation are second nature to you, • Strong communication skills; comfortable presenting data clearly to investors and senior leadership, • Self-directed and organized — you take ownership of deliverables and follow through without being managed step by step, • Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job Preferred: • Experience in solar, clean energy, or consumer financial products, • Exposure to tax equity, securitization, or other structured finance products, • Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools a plus, • Experience using AI tools to build or automate reporting and data workflows, • Familiarity with investor reporting obligations for institutional or tax equity investors Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy. For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

Job Description Mission Lane is combining the power of data, technology, and exceptional service to pave a clear way forward for millions of people on the path to financial success. By attracting top talent and leveraging cutting-edge technology, we're enabling people to unlock real financial progress. Sound like a mission you can get behind? We're looking for a Senior Treasury Analyst to own daily cash management and liquidity operations for Mission Lane's Treasury function, reporting to the Senior Treasury Manager. The Impact You'll Make in this Role: Behind every dollar of credit Mission Lane extends is someone building toward a better financial future. As Mission Lane's Treasury function takes on more scope, you'll help make sure that credit stays a tool people can count on to keep moving forward. As a Senior Treasury Analyst, you will: • Monitor daily cash positions across bank accounts, and execute and track wire transfers and ACH payments to ensure timely, accurate settlement, • Refine and maintain short and medium-term cash flow forecasts, • Own daily and monthly bank account reconciliations, proactively identifying and resolving discrepancies, • Support the Senior Treasury Manager with ad hoc reporting and analysis, • Support accounts payable and accounts receivable processes, and partner with Accounting, FP&A, and Capital Markets to keep reporting accurate, • Support internal controls and audit requests tied to Treasury activities, and help ensure compliance with debt covenants, investor requirements, and corporate policy You'll thrive in this role if: • You spot a gap (an undocumented process, a report that takes too long, a better way to reconcile) and go fix it instead of waiting to be asked., • You move fast on unfamiliar territory and treat complexity as a puzzle worth solving quickly., • You've used AI tools like Claude to build small tools or automate parts of your own workflow, and want to keep doing more of that., • You want to help build something from scratch: designing and standing up treasury processes as the function matures and takes on more scope. Minimum Qualifications: • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline, • 4+ years of experience in Treasury, Finance, Accounting, or a comparable analytical role within financial services or fintech, • Advanced proficiency in Microsoft Excel, with foundational knowledge of (or a strong desire to develop proficiency in) SQL and Python, • Strong foundational understanding of corporate cash management, treasury operations, interest rate risk, and core financial principles, • Proven ability to operate independently, resolve complex issues within your specialization, and manage competing priorities in a fast-paced, technology-driven environment, • Strong verbal and written communication skills, with the ability to collaborate across technical and non-technical, cross-functional teams, • Remote with the ability to travel approximately up to four times a year for high-quality in-person collaboration Preferred Qualifications: • Experience with ERP systems such as NetSuite, • Familiarity with APIs, data integration, and process automation tools (for example, pycharm, visual studio, postman, etc), • Experience using AI to streamline and automate business processes (Claude), • Familiarity with regulatory requirements and compliance standards within the fintech industry (for example, SOX, GAAP) Compensation: Annual full-time starting base salary range: $82,000-$97,000 This role is eligible for additional compensation in the forms of participation in our annual incentive and equity programs. Pay is based on factors such as work experience, education, certification(s), training, skills, and competencies related to the role. Mission Lane also offers a comprehensive benefits plan, which includes paid time off, 401(k) match, a monthly wellness stipend, health/ dental/ vision insurance options, disability coverage, paid parental leave, flexible spending account (for childcare and healthcare), life insurance, and a remote-first work environment. About Mission Lane: Founded in December 2018, Mission Lane is a purpose-driven fintech company based in the U.S., with headquarters in Richmond, Virginia. It all started with a realization: nearly fifty percent of the adult population in the U.S. doesn't have access to a clear line of credit. Most traditional credit card companies either overlook or overcharge this group because they have less-than-perfect credit scores or no scores at all. We decided this just wouldn't do. In partnership with our sponsor banks, we offer credit cards under the Mission Lane brand name, with better, clearer terms, and a more refined customer experience than the alternatives available to people working hard to improve their credit. To date, over four million consumers have chosen Mission Lane, earning high customer ratings on Credit Karma for its market segment and industry leading Net Promoter scores. Mission Lane has cumulatively raised over $600 million of equity from leading investors, including Invus Opportunities, QED Investors, LL Funds, funds affiliated with Oaktree Capital Management, and other leading investors. Our commitment to a workplace built on respect and dignity is guided by our core value of Unity. We believe that everyone plays a vital role in our shared purpose, and we actively cultivate an environment where all individuals have the opportunity to do their best work. By fostering a culture of empathy and collaboration, we create a strong sense of belonging and support for every team member. Mission Lane is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other protected status. Mission Lane provides reasonable accommodations to applicants who need them for medical or religious reasons, as required by law. Applicants can initiate an accommodation request by contacting peopleexperience@missionlane.com. Mission Lane is not sponsoring new applicant employment authorization and please, no third-party recruiters. Application Integrity: Our cardholders trust us with their financial well-being, and this trust starts with the integrity of the people on our team. We're looking for team members who share our dedication to transparency and truth. Please verify that the information in your application is accurate and complete. Providing any information to Mission Lane that is not completely truthful at any point during the application or hiring process may result in removal from the hiring process, disqualification from future opportunities, withdrawal of an offer or other sanctions for candidates and, in addition for employees, disciplinary action, up to and including termination of employment.

Job DescriptionPortfolio Evaluation Analyst – Private Equity (Entry-Level) Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio Evaluation Analysts to support ongoing assessment of portfolio company performance and valuation. Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing. The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions. Day-to-Day ResponsibilitiesPortfolio Performance Evaluation Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts Analyze revenue growth, margins, cash flow, leverage, and return drivers Identify performance variances, risks, and value-creation opportunities Monitor KPIs, covenant compliance, and operational metrics Valuation & Return Analysis Support quarterly and annual portfolio valuation processes Update operating models, valuation models, and return analyses for existing investments Perform sensitivity analyses and downside scenarios Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods Investment Committee & Reporting Support Prepare portfolio review materials, valuation memos, and performance summaries Support quarterly investment committee meetings and LP reporting Clearly communicate portfolio developments, risks, and return outlooks Respond to ad hoc analytical requests from senior investment professionals Portfolio Company & Value Creation Support Work with portfolio company management teams to gather and analyze financial and operating data Support operational improvement initiatives, growth strategies, and strategic planning Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness Process Improvement & Data Management Help standardize portfolio monitoring and evaluation frameworks Maintain accurate and timely portfolio data and reporting tools Contribute to continuous improvement of analytics, dashboards, and internal reporting processes What Makes This Work Engaging Direct insight into how private equity investments perform post-close Opportunity to influence value-creation initiatives and capital allocation decisions Exposure to senior investors, boards, and management teams Accelerated learning in portfolio management, valuation, and operating finance Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills Solid understanding of accounting, valuation, and private equity fundamentals Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus Demonstrated interest in portfolio evaluation or post-investment analysis Soft Skills & Mindset Strong analytical judgment and attention to detail Ability to synthesize complex financial data into clear insights Clear written and verbal communication skills Strong ownership mentality and proactive problem-solving Ability to manage recurring deadlines and evolving priorities Coachability, curiosity, and willingness to learn quickly How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, growth equity, family offices, and portfolio-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm, direct conversations rather than relying solely on job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio evaluation cases, valuation updates, and performance analysis Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionFinancial Performance Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Financial Performance Analyst – PE description represents the type of early-career, portfolio- and performance-focused investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive private equity and principal investing roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Financial Performance Analysts to support ongoing monitoring and optimization of portfolio company performance. Individuals in roles like this focus on analyzing operating and financial results versus plan, identifying performance gaps, and supporting value-creation initiatives across the portfolio. The role sits at the intersection of investment teams, operating partners, and portfolio company management, providing visibility into how PE firms drive returns post-acquisition. The environment is typically lean and hands-on, offering meaningful exposure to portfolio-level decision-making and performance management. Day-to-Day ResponsibilitiesPortfolio Performance Monitoring & Analysis Monitor portfolio company financial performance versus budget, forecast, and underwriting cases Analyze income statements, balance sheets, cash flows, and working capital trends Track and interpret KPIs, operational metrics, and unit economics across portfolio companies Financial Reporting & Dashboards Build and maintain KPI dashboards, performance trackers, and reporting tools for internal stakeholders Support monthly, quarterly, and ad-hoc performance reviews Ensure data accuracy and consistency across portfolio reporting Value Creation & Operational Support Identify performance gaps, risks, and opportunities relative to investment theses Support operational improvement initiatives, margin expansion efforts, and growth strategies Assist in evaluating the financial impact of pricing changes, cost initiatives, and strategic investments Investment Committee & Stakeholder Support Prepare performance summaries and materials for investment committee and portfolio review meetings Communicate key insights, trends, and risks in a clear, data-driven manner Support post-acquisition reviews and lessons-learned analyses Transaction & Strategic Analysis (As Needed) Assist with analysis for add-on acquisitions, refinancings, and exit planning Support updates to valuation and return models based on actual performance Contribute to scenario analysis around strategic alternatives and timing decisions What Makes This Work Engaging Direct exposure to how private equity firms drive value after acquisition Close collaboration with operating partners and management teams Tangible impact on portfolio performance and investment outcomes Accelerated learning in operational finance, KPI analysis, and value creation Ideal Candidate Profile This profile reflects the competencies commonly sought for financial performance–focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial analysis skills; experience building dashboards is a plus Solid understanding of accounting, financial statements, and performance metrics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, consulting, FP&A, or corporate finance is beneficial Exposure to performance tracking, budgeting, forecasting, or operational analysis is a plus Demonstrated interest in portfolio management and value creation Soft Skills & Mindset Strong analytical thinking with attention to detail Ability to translate financial data into actionable insights Clear written and verbal communication skills Comfortable working across multiple portfolio companies and stakeholders Coachability, curiosity, and a continuous improvement mindset How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and buy-side finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio operations, and performance analytics roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with portfolio performance cases, KPI analysis, and financial reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. Information Risk Governance (“IRG”) provides oversight to information and cyber security risk by maintaining and improving branch wide framework that is in-line with the Head Office and regulatory requirements and addresses Confidentiality, Integrity, and Availability for information assets. IRG establishes appropriate policies, procedures, measurement, and monitoring processes to proactively assess and evaluate and cyber security and information security risks inherent in the Branch Operations. IRG is directly involved in all information and cyber security related projects, matters and issues. Your Role Overview: The Identity and Access Management (IAM) Analyst is responsible for supporting the organization’s identity governance, user access administration, authentication technologies, and access control processes. This role helps to ensure that employees and non-employees are granted appropriate access to company systems in accordance with security policies, regulatory requirements, and the principle of least privilege. Your Duties and Responsibilities: • System/User Access Provisioning and Deprovisioning: Process user/system access requests (new hires, transfers, terminations) across various systems and applications., • Maintain accuracy and integrity of user identity data and escalate user access issues to ITD., • Performs regular User Access Rights Reviews (re-certification) of user and systems access to information assets within internal and external systems. Generate reports for such re-certification events., • Documents and updates system access control workflows, procedures, and standard operating processes., • Continuously enhance and streamline the overall IAM process via automation within IAM and related Tools., • Participate in audit and examination events, to provide reports as needed., • Maintains software media libraries of physical media containing confidential data., • Perform routine monitoring of Privileged Account usage within Privileged Account Management (PAM) tool., • Collaborate with other IT-related teams in the management of Privileged Accounts for internal and third-party systems., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • 3+ Years of experience working in Identity Access Management., • Prior experience with financial industry structure and concepts a plus., • Prior experience working on systems automation and integration, such as with API’s., • Prior experience working with process analysis and process streamlining., • Foundational understanding of security frameworks such as NIST Framework, ISO 27001, Cyber Risk Institute (CRI) Profile, etc., • Foundational knowledge of risk assessment methodologies and techniques., • Prior experience with Identity Access Management Tools, such as SailPoint, • Familiarity with SIEM and other event management systems., • Strong knowledge of computer networking fundamentals, Active Directory, Windows Servers, firewalls, and proxy servers., • Strong verbal and written communication skills., • Strong attention to detail and accuracy, • Self-motivated with good time management skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance., • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Investment Banking Platform Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Investment Banking Platform Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on supporting deal execution through platform management, process improvement, and transaction analytics. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek an Investment Banking Platform Analyst to manage the operational and analytical platforms that support M&A, capital markets, and restructuring transactions. This role combines financial modeling, data management, and process optimization to ensure seamless execution of deals while providing insights to senior bankers. Key Responsibilities Manage and maintain deal execution platforms, including internal deal trackers, dashboards, and reporting tools Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to support transaction analysis Conduct industry research, benchmarking, and valuation analyses to inform deal strategy Prepare pitch books, investment memoranda, and internal presentations for deal teams Support due diligence, data room organization, and document management for live transactions Collaborate with deal teams to streamline workflows, standardize processes, and improve operational efficiency Ensure data accuracy and consistency across internal systems and client-facing deliverables Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong skills in financial modeling, data analysis, and valuation techniques Excellent analytical, quantitative, and communication abilities Ability to manage multiple projects and stakeholders in a fast-paced environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, or FP&A is beneficial Proficiency in Excel, PowerPoint, and financial research tools (e.g., Bloomberg, Capital IQ, FactSet); familiarity with database or workflow management tools is a plus Why This Posting Matters This Investment Banking Platform Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Are you ready to revolutionize the advertising industry? At Cognitiv, we are not just another AdTech company—we are industry trailblazers redefining media buying with our Deep Learning Advertising Platform. Since 2015, we have harnessed the power of cutting-edge deep learning technology and data science to transform how brands connect with their customers. Our mission? To bring intelligence to advertising and deliver unparalleled precision, relevance, and impact at scale. With our innovative platform, advertisers enjoy unprecedented flexibility—whether it is activating Dynamic Deals through their preferred DSP, leveraging our managed service DSP, or utilizing our industry-first ContextGPT product. As a part of Cognitiv, you will be at the forefront of AI-driven advertising solutions, driving change and achieving remarkable growth in a rapidly evolving industry. Now, we're growing! The Role At Cognitiv, we're building the next generation of finance. As our first Finance & AI Analyst, you'll help transform Finance from a traditional reporting function into a forward-looking strategic partner powered by AI and automation. With a next gen ERP platform, a new order management system, and an evolving data stack, you'll build the automation, reporting, and analytical capabilities that enable Finance to move faster and make smarter decisions. You'll combine financial expertise with modern data tools to automate recurring processes, develop forecasting models, and provide leaders with real-time insights that shape business strategy. This is an ideal opportunity for someone who enjoys building systems from the ground up, is excited by AI-enabled workflows, and wants to redefine how Finance operates and strategizes inside a fast-growing technology company. This position will be located in New York City with a hybrid work schedule of 3 days in office (Monday–Wednesday) and 2 optional remote days (Thursday–Friday). What You'll Do • Automate the Finance Function: Realize the full capability of our ERP and data systems by building scalable, AI-enabled workflows and automation that power recurring finance processes, so the team spends its time on advising instead of assembly. Understand, leverage, and build the pipelines and reporting that pull from our ERP, order management, and advertising platforms to put proactive financial and operating insight in front of leadership rather than month-end hindsight. Establish an automation layer where AI-generated insights are validated through appropriate human review and financial controls before reaching executive leadership., • Decision Support & Reporting: Develop on-demand reporting and analytical tools that provide real-time visibility into company performance. Produce board and executive reporting packages and forward-looking analyses that support strategic decision-making, including product mix and profitability., • Planning & Forecasting: Lead the annual budgeting process and maintain the company's three-year financial model. Partner closely with HR on headcount planning, compensation forecasting, and workforce modeling, while conducting scenario analyses to support strategic business decisions., • Cash Flow & Corporate Finance: Own weekly cash positioning, liquidity planning, and cash flow forecasting to support corporate finance activities and ensure proactive cash management.Who You Are, • The Foundation: Bachelor's degree in Finance, Accounting, Economics, or a related field., • Finance First: 3 to 5 years of experience in FP&A, corporate finance, strategic finance, or another highly analytical finance function., • Bilingual in finance and data: Fluent in accounting and FP&A to know what a number should be, and fluent enough in data and modern tooling to build the thing that produces it. This means advanced SQL and the ability to work directly with data warehouses to build reporting yourself, plus enough Python to automate recurring workflows so reporting runs reliably and on its own. You question, then you build. You do not just use., • Relentlessly curious: You are not satisfied reporting that a number moved; you want to know why it moved, and you surface the metrics leadership did not know to ask for., • Decision-minded: You frame the question leadership should be asking, design the scenarios, tell the story, and act as the human check on the AI before its output reaches the team., • AI as a force multiplier: You use AI to move faster on data work, drafting and debugging queries, automating routine reporting, and generating first-pass analysis, with the judgment to know where it falls short and needs a human check., • Planning for What's Next: Strong understanding of budgeting, forecasting, financial planning, and financial modeling., • Numbers into Narratives: Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable business insights and recommendations., • Influence Through Insight: Strong written and verbal communication skills, with experience presenting to both finance and cross-functional stakeholders., • Builder's Mentality: A proactive, self-directed individual who enjoys creating new processes, driving automation, and thriving in environments with significant ownership and ambiguity.Bonus Points If You Have, • CPA or CFA designation (or working toward one)., • Experience implementing or optimizing ERP or financial planning systems., • Experience at a high-growth AdTech company. Salary: $120,000 - $145,000 Base Salary + Equity What We Offer Compensation is based on experience, skills, and other factors. Base salary is just one part of your total rewards at Cognitiv—you'll also receive equity and a comprehensive benefits package. Highlights include: • Medical, Dental and Vision plan for US employees & Extended Health Benefits for Canadian employees, • 12 weeks paid parental leave + 4 weeks WFH, • Unlimited PTO + Work-From-Anywhere August, • Career development with clear advancement paths, • Equity for all employees, • Hybrid work model & daily team lunch, • Health & wellness stipend + cell phone reimbursement, • 401(k) & RRSP with employer match, • Parking (CA, WA, Vancouver offices) & pre-tax commuter benefits, • Employee Assistance Program, • Comprehensive onboarding (Cognitiv University), • …and more! What You'll Find at Cognitiv, • Festiv – We make work fun with cross-team games, events, and creative team bonding., • Responsiv – You'll be close to clients and leadership, influencing real outcomes., • Inclusiv – Diversity and individuality are celebrated across all levels., • Inventiv – We reward curiosity and embrace bold ideas., • Transformativ – We support your growth with training, mentorship, and flexibility., • Collaborativ – We operate across coasts, connected by purpose and teamwork. Cognitiv is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace for all. Note on AI Use: Cognitiv may use AI technology to assist with certain administrative aspects of the hiring process, such as note-taking, interview documentation, and reporting. However, every resume and application is reviewed directly by our recruiting team. AI tools are used solely for operational support and do not influence candidate evaluation or hiring decisions.

Job DescriptionCorporate Advisory Origination Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Advisory Origination Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career corporate advisory and deal origination role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank or corporate advisory firm may seek a Corporate Advisory Origination Analyst to support client advisory initiatives, business development, and transaction origination efforts. This role is ideal for candidates interested in strategic corporate finance advisory, client engagement, and front-end deal development, with exposure to senior bankers and corporate decision-makers. Key Responsibilities Support corporate advisory and origination efforts across M&A, capital raising, and strategic alternatives Assist in identifying and developing new advisory opportunities through market research and client targeting Conduct company, industry, and strategic research to support advisory conversations and origination pitches Prepare pitch books, advisory presentations, and client briefing materials tailored to C-suite stakeholders Develop high-level financial analyses, valuation frameworks, and strategic scenario assessments Track and manage the origination and advisory pipeline, including prospects, mandates, and engagement status Support senior bankers in client meetings, outreach preparation, and follow-ups Maintain CRM systems and internal databases with accurate client and pipeline data Coordinate with execution teams to transition originated mandates into active engagements Desired Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Strong interest in corporate advisory, strategic finance, and transaction origination Solid analytical and research skills, with the ability to synthesize financial and strategic insights Strong written and verbal communication skills suitable for senior-level client interaction High attention to detail and strong organizational abilities Ability to manage multiple advisory and origination workstreams in a fast-paced environment Prior internship or experience in investment banking, corporate finance, consulting, private equity, or related roles is a plus Proficiency in Excel, PowerPoint, CRM platforms, and financial research tools (e.g., Capital IQ, PitchBook, FactSet) Why This Posting Matters This Corporate Advisory Origination Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionInvestor Relations Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investor Relations Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor relations, client communications, and capital management. Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and investor base (institutional investors, high-net-worth individuals, or family offices). For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Investor Relations Analysts support the investor relations team in managing relationships with existing and prospective investors, delivering performance updates, and assisting with fundraising efforts. The role blends financial analysis, reporting, and relationship management in a client-facing environment. These roles often involve close collaboration with investment teams, senior management, operations, and external investors. Key Responsibilities Maintain and update investor reporting materials, including quarterly performance reports, fund dashboards, and investor presentations Respond to investor inquiries and support relationship management efforts Assist with capital raising initiatives and investor due diligence processes Analyze fund performance, portfolio metrics, and key financial data to inform investor communications Coordinate investor meetings, calls, and events Support preparation of marketing and disclosure materials for institutional and accredited investors Track investor commitments, capital calls, and distributions Maintain investor CRM and contact databases Ensure compliance with regulatory and internal reporting standards Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Interest in investor relations, private capital, and alternative investments Strong analytical skills and attention to detail Proficiency in Excel and PowerPoint; familiarity with data tools, CRM systems, or SQL is a plus Excellent written and verbal communication skills Ability to manage multiple deadlines and investor requests in a professional manner High level of organization, accuracy, and discretion Team-oriented, proactive, and client-focused mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investor relations and fundraising teams Interview preparation for investor relations, private capital, and client-facing roles To learn more or express interest in investor relations roles, visit: https://www.careerlaunch.ai/

Job DescriptionPortfolio Optimization Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Optimization Analyst description represents the type of early-career portfolio strategy and optimization roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive roles focused on portfolio performance, capital efficiency, and value creation that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset investment managers—may seek an analytically strong Portfolio Optimization Analyst to support portfolio-level decision-making and value maximization. Individuals in roles like this work across portfolio analytics, performance monitoring, and strategic capital allocation to help investment teams improve risk-adjusted returns and operational outcomes across investments. The work environment is typically lean, offering early exposure to portfolio construction, value-creation frameworks, and fund-level performance drivers. Day-to-Day ResponsibilitiesPortfolio Performance & Optimization Analysis Analyze portfolio-level performance, return attribution, and risk-adjusted outcomes Identify opportunities to optimize capital allocation across portfolio companies Support scenario analysis to evaluate trade-offs between growth, leverage, and exit timing KPI & Value Creation Analytics Develop and maintain KPI dashboards to track operational and financial performance Analyze trends in revenue growth, margins, cash flow, and capital efficiency Identify underperformance drivers and potential optimization levers Strategic Portfolio Support Support portfolio rebalancing, follow-on investment decisions, and capital redeployment Assist in evaluating bolt-on acquisitions, refinancing strategies, and exit alternatives Partner with portfolio teams on growth initiatives and operational improvements Investment & Committee Support Prepare portfolio review materials and performance summaries for investment committees Present data-backed insights on portfolio concentration, exposure, and downside risk Support fund-level forecasting and performance tracking Cross-Functional Collaboration Work closely with investment, operations, finance, and portfolio management teams Support coordination between deal teams and portfolio operations resources Assist in standardizing portfolio monitoring and optimization frameworks What Makes This Work Engaging Direct impact on portfolio returns and value creation outcomes Exposure to portfolio strategy, capital allocation, and performance management Hands-on experience across multiple companies and investment stages Accelerated learning in portfolio analytics, operations, and strategic finance Ideal Candidate Profile This profile reflects competencies commonly sought for portfolio optimization and analytics roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and analytical modeling skills Solid understanding of corporate finance, valuation, and performance metrics Comfort working with large datasets, dashboards, and performance analytics Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, consulting, corporate finance, or portfolio operations preferred Demonstrated interest in portfolio management, value creation, or performance optimization Soft Skills & Mindset Strong analytical thinking and problem-solving skills Ability to synthesize complex data into actionable insights Clear written and verbal communication skills High ownership mentality and collaborative mindset Curiosity, adaptability, and willingness to learn quickly How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform that supports candidates pursuing competitive finance and investment roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, portfolio analytics, corporate development, and investment strategy Recruiter & Hiring Manager Outreach Human-led outreach to investment professionals and portfolio leaders Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with portfolio analytics, optimization cases, and modeling reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionCorporate Finance Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Corporate Finance Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive opportunities across corporate finance, FP&A, internal M&A, capital planning, and strategic finance that may not appear on public job boards. This description reflects a typical early-career corporate finance role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A large corporation, high-growth company, or portfolio-backed business may seek a Corporate Finance Analyst to support financial planning, performance analysis, strategic initiatives, and capital decision-making. These roles are well-suited for candidates seeking hands-on exposure to internal financial strategy, business unit support, and executive-level decision processes. Analysts gain insight into how companies allocate capital, evaluate investments, manage budgets, and drive long-term value creation. Key Responsibilities Support financial planning, budgeting, and forecasting processes across business units Build and maintain financial models to analyze profitability, cash flow, and return on investment Conduct variance analysis and track performance versus budget and strategic targets Assist with capital allocation analysis, including internal investments and growth initiatives Support internal M&A, divestiture, or strategic partnership evaluations Prepare management reports, dashboards, and presentations for senior leadership Analyze business cases, pricing strategies, and operational efficiencies Collaborate with accounting, FP&A, strategy, and operations teams to support decision-making Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, or a related discipline Strong analytical and financial modeling skills Understanding of financial statements, budgeting, and forecasting concepts Excellent quantitative, organizational, and communication abilities Ability to manage multiple priorities in a dynamic corporate environment High attention to detail with a problem-solving mindset Prior internship or experience in corporate finance, FP&A, investment banking, consulting, or audit is a plus Proficiency in Excel, PowerPoint, and financial analysis tools; familiarity with ERP systems is beneficial Why This Posting Matters This Corporate Finance Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to finance leaders and hiring managers AI-supported job targeting and application optimization Interview coaching focused on corporate finance and business acumen Career Launch AI members gain access to 1,000+ curated roles across: Corporate Finance & FP&A Investment Banking & Capital Markets Private Equity & Venture Capital Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive finance and strategy roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing career support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionJunior Investment Operations Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Junior Investment Operations Analyst description represents the type of early-career investment operations and investment support roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to investment roles that support deal teams, portfolio monitoring, and fund operations—positions that are often critical to investment organizations but not always publicly posted. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Firms within the Career Launch AI network—including private equity, growth equity, venture capital, and alternative investment managers—may seek a detail-oriented Junior Investment Operations Analyst to support the operational backbone of the investment function. Individuals in roles like this work closely with investment professionals to ensure data accuracy, process discipline, and smooth execution across the investment lifecycle, including deal tracking, portfolio reporting, and investment committee workflows. The environment is typically fast-paced and collaborative, offering broad exposure to how investment firms operate behind the scenes. Day-to-Day ResponsibilitiesInvestment Operations & Process Support Support day-to-day investment operations across sourcing, diligence, execution, and portfolio monitoring Maintain accurate deal and portfolio records within internal systems and databases Assist in tracking investment milestones, approvals, and documentation Reporting & Data Management Support recurring portfolio, performance, and investment activity reporting Assist with data reconciliation between investment, finance, and external reporting sources Help maintain KPI dashboards and standardized reporting templates Investment Committee & Documentation Support Coordinate materials and data for investment committee meetings Assist with preparation and quality control of investment memos and summaries Ensure proper documentation and version control across investment materials Portfolio & Fund Support Support portfolio company data collection and monitoring Assist with analysis related to capital calls, distributions, follow-on investments, and exits Coordinate with fund operations, finance, and third-party service providers as needed Cross-Functional Collaboration Work closely with investment teams, finance, compliance, and external administrators Support improvements to investment workflows, systems, and operational processes Assist with implementation or enhancement of investment tools and reporting infrastructure What Makes This Work Engaging Exposure to the full investment lifecycle without being solely deal-focused Hands-on experience supporting both investment professionals and fund operations Insight into how investment decisions are operationalized and reported Strong foundation for careers in investing, fund operations, or investment analytics Ideal Candidate Profile This profile reflects competencies commonly sought for junior investment operations roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Business, Engineering, or related field Strong Excel skills and comfort working with structured financial data Basic understanding of investment concepts, fund structures, and financial reporting Interest in investment operations, workflows, and process management Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, asset management, fund administration, or consulting is beneficial Exposure to reporting, operations, or investment support functions is a plus Soft Skills & Mindset Highly organized with strong attention to detail Process-oriented with the ability to manage multiple workstreams Clear written and verbal communication skills Comfortable working in fast-paced, deadline-driven environments Coachable, dependable, and eager to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and investment operations roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, venture capital, asset management, and investment operations Recruiter & Hiring Manager Outreach Human-led outreach to relevant recruiters and hiring managers Support initiating conversations beyond traditional job boards Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Role Preparation Assistance with investment operations interviews and technical reviews Support with behavioral and workflow-focused interview preparation Continued Support Ongoing guidance throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionPrivate Capital Financial Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Private Capital Financial Analyst description represents the type of early-career private capital and private markets roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive buy-side financial analyst roles across private equity, growth equity, and private credit that may not appear on public job boards. Career Launch AI provides tools, outreach support, and structured guidance to help candidates connect with hiring teams and pursue high-caliber careers in private capital. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis. The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed. Day-to-Day ResponsibilitiesFinancial Analysis & Modeling Build and maintain operating and transaction financial models, including 3-statement models, DCFs, and introductory LBO and return models Analyze investment returns, capital structures, leverage profiles, and downside scenarios Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods Support underwriting and scenario analysis for new investments, add-on acquisitions, and recapitalizations Due Diligence & Investment Support Support diligence across financial, accounting, and commercial workstreams Analyze historical and projected financial performance, KPIs, cash flows, and unit economics Review quality-of-earnings findings and summarize key insights Assist in synthesizing third-party diligence materials into clear financial takeaways Investment Committee & Transaction Support Assist in drafting investment memoranda, financial exhibits, and presentation materials Summarize key risks, sensitivities, and return drivers Provide analytical support throughout the transaction process, including signing and closing Portfolio Financial Analysis & Monitoring Support ongoing portfolio company financial monitoring and reporting Assist with budget reviews, variance analysis, and covenant tracking Contribute to analysis for bolt-on acquisitions, refinancings, dividend recaps, and exit scenarios Help track portfolio performance relative to original underwriting assumptions What Makes This Work Engaging Direct exposure to buy-side financial analysis and transaction economics Interaction with senior investors, management teams, and advisors Accelerated development in valuation, modeling, and capital markets Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the competencies commonly sought for entry-level private capital financial analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and comfort building and auditing financial and valuation models Solid understanding of accounting, corporate finance, and valuation fundamentals Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, transaction advisory, consulting, or corporate finance is beneficial Demonstrated interest in financial analysis, investing, or transaction-oriented work Soft Skills & Mindset High attention to detail and strong analytical discipline Clear written and verbal communication skills Ability to operate in fast-paced, deal-driven environments Coachable, intellectually curious, and proactive How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private capital and buy-side finance roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles with tailored resumes Targeted search across private equity, private credit, growth equity, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations beyond traditional job portals Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with financial modeling tests, valuation cases, and investment interviews Behavioral and technical interview preparation aligned with private capital roles Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job DescriptionJunior Buy-Side Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Junior Buy-Side Analyst description represents the type of early-career investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive buy-side investment roles across private equity, growth equity, private credit, and other private market strategies that may not appear on public job boards. Career Launch AI provides tools and structured support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market buy-side investment firm (representative of firms within our network) may seek a Junior Buy-Side Analyst to support senior investment professionals across deal evaluation, financial analysis, diligence, and portfolio monitoring. This role is designed for candidates at the start of their buy-side careers, offering hands-on exposure to live investments, direct interaction with experienced investors, and a steep learning curve within a lean investment team. Day-to-Day ResponsibilitiesInvestment Analysis & Financial Modeling Build and maintain financial and operating models, including 3-statement models, DCFs, and LBOs (as applicable) Analyze investment returns, capital structures, and downside scenarios Support valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods Assist in screening and evaluating new buy-side investment opportunities Due Diligence & Market Research Support diligence efforts across financial, commercial, operational, and legal workstreams Analyze historical performance, forecasts, KPIs, and unit economics Conduct industry, market, and competitive research to inform investment theses Organize and synthesize diligence findings into clear analytical summaries Investment Committee & Deal Support Prepare investment memos, analysis exhibits, and presentation materials Summarize risks, opportunities, and key diligence insights Support internal discussions and decision-making processes Assist with transaction execution from initial review through closing Portfolio Monitoring & Ongoing Support Assist with portfolio company performance tracking and reporting Help maintain KPI dashboards and monitoring tools Support analysis related to add-on investments, refinancings, and exit planning Provide ad hoc analytical support to senior investment team members What Makes This Work Engaging Early exposure to buy-side investing and capital allocation decisions Hands-on analytical responsibility across live deals Interaction with company management teams, founders, and senior investors Accelerated learning across valuation, strategy, and private market dynamics Ideal Candidate Profile This profile reflects the competencies commonly sought for junior buy-side analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills with the ability to build or audit financial models Solid foundational understanding of accounting, corporate finance, and valuation Experience (Formal or Informal) Prior internships or entry-level experience in investment banking, private equity, private credit, consulting, asset management, or corporate finance is beneficial Demonstrated interest in investing, financial analysis, and buy-side work Soft Skills & Mindset Strong analytical thinking and attention to detail Clear written and verbal communication skills Ability to work in fast-paced, high-expectation environments Coachable, intellectually curious, and motivated to grow as an investor How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant entry-level investment roles Targeted searches across private equity, private credit, venture capital, growth equity, and related fields Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and buy-side decision-makers Support initiating direct, targeted conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the job search Interview & Case Preparation Assistance with buy-side case studies, financial modeling tests, and technical interviews Behavioral interview preparation aligned with junior investment roles Continued Support Ongoing guidance provided throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job Description Applicants must be authorized to work for any employer in the country in which the role is being hired. We are unable to sponsor or take over sponsorship of an employment visa at this time. Mark43's mission is to empower communities and their governments with technology that improves the safety and quality of life for all. We build powerful, scalable software that sets a new standard for the tools first responders rely on every day. Our users are diverse, and we are committed to embracing diversity of thought, experience, and perspective across our team. We're looking for a Senior Financial Analyst, FP&A to join our Finance team. Reporting to the Senior Manager, FP&A, you'll play a key role in helping leaders across the company make informed business decisions through thoughtful planning, forecasting, and financial analysis. You'llpartner with teams throughout the organization, develop insights that influence strategy, and help build scalable financial processes as Mark43 continues to grow. This role is ideal for someone who has built a strong analytical foundation within either a larger, process-oriented organization or an early-stage company that has scaled quickly, and is excited to bring that rigor to a fast-moving software company. You'll have broad visibility across the business, meaningful ownership, and the opportunity to help shape how Finance supports the company's next stage of growth. What You'll Do If you were part of our team, here are some things you would have done last week: • Partnered with leaders across the business to understand performance, and support strategic decision making., • Built and maintained financial models that improve forecast accuracy and provide visibility into business performance., • Supported the monthly forecasting process, annual budget, and long-range planning across multiple business functions., • Collaborated with Accounting during month-end close to understand financial results, investigate variances, and communicate key drivers to leadership., • Prepared executive-ready reporting and analyses that translate financial data into clear business insights., • Identified opportunities to improve planning processes, automate recurring reporting, and reduce manual work across the Finance organization., • Contributed to board materials, leadership presentations, and other strategic Finance initiatives., • Support customer collections timing to inform and support the company's broader cash forecast. What You'll Need We're looking for someone with approximately 3-5 years of experience in FP&A, Corporate Finance, Investment Banking, or another highly analytical finance role. Success in this position requires strong financial acumen, exceptional analytical skills, and the ability to manage multiple priorities while partnering effectively across the organization. We're especially interested in candidates who have developed their FP&A foundation within a larger, well-established company with mature planning processes and are excited to apply those best practices in a high-growth environment where they can have greater ownership and impact. People who thrive on our team also tend to share the following characteristics: • Humble, curious, and always looking to learn. You seek feedback, ask thoughtful questions, and continuously improve your work., • Analytical with strong business judgment. You connect financial performance to operational outcomes and communicate insights clearly., • Organized and detail-oriented. You bring discipline to your work while balancing multiple priorities and deadlines., • Process minded with a builder's mentality. You appreciate strong financial rigor and enjoy improving how planning and reporting get done., • Collaborative and adaptable. You enjoy working across teams, building relationships, and helping the business make better decisions in a fast-paced environment. Preferred Qualifications • Experience supporting a SaaS or technology business., • Advanced Excel and financial modeling skills., • Experience with financial planning systems such as Adaptive Planning, Anaplan, Pigment, or similar tools., • Familiarity with ERP systems such as NetSuite and business intelligence tools including Looker or Tableau., • Bachelor's degree in Finance, Accounting, Economics, or a related field. Location This role is based in our New York City office. We follow a hybrid work model and typically collaborate in person at least once per week, with flexibility to work in office or remotely the remainder of the week. Compensation The anticipated base salary range for this position is $100,000 - $120,000, with the higher end reserved for those with more relevant experience. Actual compensation will be determined based on factors including skills, experience, and geographic location. In addition to base salary, this role is eligible for equity and a comprehensive benefits package, including medical, dental, vision, 401(k), paid parental leave, flexible time off, and other benefits designed to support you both at work and outside of it. Mark43 is approved to hire in Canada, the UK, and 36 U.S. states, including Alabama, Arizona, California (excluding San Francisco), Colorado, Connecticut, Washington D.C., Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, and West Virginia. Before applying to a remote role, please ensure that you are able to perform the position in one of the states listed above. State locations and specifics are subject to change as our hiring requirements shift. Our Privacy Notice describes how Mark43 uses and protects the personal information of prospective employees during the recruitment process. It informs you about our handling of the personal information you provide to us when you apply for a position in our organization and in general when you express your interest in joining our team. As a part of Mark43's security measures all employees must: Engage in appropriate use of the company's electronic information resources; Become knowledgeable about and follow relevant security policies and guidelines; Protect the resources under their control, such as passwords, computers, and data that they create, receive, or download; and Promptly report security-related incidents and violations, and responding to official reports of security incidents involving their systems or accounts. Mark43 is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed, please email recruiting@Mark43.com requesting the accommodation.

Job Description Senior Financial Analyst Decision Support, Strategy & Value Improvement Team Overview: The Decision Support team is an essential asset to any health system, providing Cost Accounting, benchmarking, and analytical services to inform sound business decisions across the institution. The team is comprised of 25 FTEs and supported by a fully dedicated IT group. The Decision Support team partners directly with clinical, operational, and cross-functional teams across the enterprise to inform and assist in the achievement of institutional goals. Position Summary Under the guidance of the Assistant Director of Decision Support, the Sr. Financial Analyst will be responsible for producing financial reports and analyses that assist in the monitoring of the hospital’s financial performance. This role will be responsible for monthly and quarterly reporting (deadline driven), projects and ad hoc reporting as assigned using the EPSi decision support/cost accounting system, Tableau, Tableau Prep, Data Bricks, Alteryx, Excel (pivot tables, vlookups, advanced formulas), SQL and other software as appropriate. Job Responsibilities: Cost Report & Regulatory Submissions • Assist in the preparation and filing of the NYS Institutional Cost Report (NYSICR) and Medicare 2552 cost report submissions., • Prepare exhibits and schedules related to expenses, operating revenues, reclassifications, recoveries, and statistical allocations., • Prepare and submit monthly NYS DOH pool submissions accurately and on a timely basis., • Assist in the completion of routine and special regulatory reports and surveys., • Assist in submitting Medicare and Medicaid provider enrollment applications and supporting documentation in compliance with CMS regulations, state Medicaid agency requirements, and applicable local guidelines. Financial Analysis & Revenue Accrual • Facilitate the analysis of third-party rate accounts and payer contracts., • Assist in the calculation of monthly Medicare revenue accruals by updating PS&R and patient statistical data., • Reconcile and summarize cash receipt amounts detailed on Treasury department reports., • Support the gathering and compilation of quarterly physician time studies. Audit & Compliance Support • Participate in both internal and external audits by providing supporting documentation in a timely manner., • Maintain trustworthiness and integrity; respect and uphold the confidentiality of all financial and patient information., • Package and summarize analytical findings with clear understanding of results and thoughtful recommendations Analytical Excellence & Operational Initiative • Independently develop analytical frameworks for large, complex data sets and exercise discretion and judgement in analytical approach, • Proactively communicate to management any arising issues or barriers to meet timelines/deliverables, • Identify opportunities for continuous improvement (e.g. improving data integrity, process flow); act independently on resolving / improving, • Demonstrate initiative for taking on new tasks or responsibilities. Exhibits creative thinking by suggesting alternative and innovative solutions to problems encountered Minimum Qualifications: • Bachelor’s degree in Accounting, Finance, Business Administration, Mathematics, or Management Information Systems, • A minimum of three to five (3-5) years of experience in not-for-profit, healthcare or accounting, • Action-oriented, with experience managing aggressive deadlines and strength across a broad range of technical skills, • Strong foundation in financial analysis and/or accounting, • Must have a general understanding of the healthcare industry, • Proficient in Microsoft Office Excel and/or Access Preferred Qualifications: · Master’s degree or CPA with experience in hospital reimbursement and cost report preparation • High-level of proficiency in Tableau, Excel, Access, and Decision Support reporting programs, • Experience working with a decision support/cost accounting system, • Extensive experience in data transformation/manipulation, • Basic understanding of database relationships and structures, • Experience in Business Intelligence/visualization tools (i.e. Tableau, Power BI) Minimum Experience: · 3 years Hybrid role \nCompany Description We provide full-service Healthcare Recruitment solutions. We identify, attract, engage, and connect the best possible talent with quality healthcare professionals. We build teams, provide executive recruitment solutions and discover high-performance candidates on behalf of our client partners. Our strength lies in our proven recruitment strategies, leadership in the larger healthcare community (regional and national), and networking. We provide full-service Healthcare Recruitment solutions. We identify, attract, engage, and connect the best possible talent with quality healthcare professionals. We build teams, provide executive recruitment solutions and discover high-performance candidates on behalf of our client partners. Our strength lies in our proven recruitment strategies, leadership in the larger healthcare community (regional and national), and networking.

Job Description POSITION SUMMARY The Senior FP&A Analyst is the primary analytical partner to the Business Controller and a key financial support resource across the company. Reporting to the Business Controller, the role builds the models, reporting, and analysis that turn financial and operational data into insight—so that senior management and the Sales, Marketing, and Manufacturing Operations teams can make faster, better-informed decisions. DUTIES & RESPONSIBILITIES • Support the annual budget, monthly forecast, standard cost, cash forecast, and multi‑year strategic planning cycles so the Company operates against a single, reliable financial plan and can anticipate performance rather than react to it, by gathering and validating stakeholder inputs, assumptions, constraints, and timelines, consolidating them into structured budget and forecast models, and by maintaining the planning calendar — mapping deliverables and dependencies and resolving gaps or bottlenecks before they impact the cycle., • Own the bridge between the demand plan and the financial plan so volume, revenue, and margin assumptions are consistent across Sales, Operations, and Finance and the forecast is defensible at SKU and channel level, by participating in the monthly S&OP cycle, converting the consensus demand plan into a dollarized revenue and margin forecast, and quantifying the financial impact of demand shifts, supply constraints, and import timing., • Develop and manage SG&A expense projections and allocations to give leadership clear visibility and accountability over the Company’s cost base and spending trends, by building bottom-up expense models by department and cost center, working with budget owners to challenge assumptions, reconciling projections to actuals each period, and maintaining the account and cost‑center mapping through the system transition so prior‑year comparatives remain valid., • Build and continuously refine COGS and standard‑cost projection methodologies so margin and cost forecasts are accurate, consistent, and defensible across products, plants, and sourcing origins, by maintaining cost models that incorporate material, labor, and overhead drivers as well as landed‑cost components — ocean freight, duty, and tariff exposure for imported product, testing them against actual results, and updating standards as volumes, rates, tariffs, and operational conditions change., • Consolidate and review product, customer, channel, and plant margins and performance to surface the profitability drivers and risks that matter most to the business, by aggregating margin data across the portfolio, analyzing mix, pricing, and cost dynamics including trade spend, deductions, allowances, and e‑commerce fee structures, and translating the findings into actionable insight for Finance and commercial stakeholders., • Lead the preparation of the monthly financial reporting package, executive memo, together with materials for banks and senior leadership so decision-makers receive a timely, accurate, and well-supported view of financial performance compiling the required financial statements, KPIs, and commentary, driving thoughtful analysis of the P&L and key business metrics, and assembling polished, brand-consistent presentations and supporting schedules that are complete and internally consistent before distribution., • Conduct variance analysis versus budget and forecast across the P&L and key metrics to hold the business accountable to its commitments and explain deviations from plan, by quantifying variances into structured waterfall bridges that isolate volume, price, mix, and cost effects, partnering with business stakeholders to gather detailed drivers, and documenting clear, decision-oriented explanations and recommended actions., • Forecast and analyze inventory and working capital so the Company can fund growth without tying up cash in the wrong inventory, by modeling inventory coverage and receipts against the demand plan and the open purchase order pipeline, quantifying excess and obsolescence exposure, and feeding inventory, receivable, and payable assumptions into the cash forecast., • Develop and maintain management reporting and KPI dashboards to give senior leadership and business partners real-time, decision-ready visibility into financial and operational performance, by building and automating reporting from ERP and BI sources, monitoring progress against plans, and highlighting trends and exceptions that require attention., • Identify, recommend, and help implement process and content improvements to financial reporting and planning to make the finance function faster, more accurate, and more insightful over time, by evaluating current workflows and tools, proposing enhancements, and contributing to standardization, automation, and continuous improvement initiatives, with priority on the ERP transition and on replacing manual workbook routines with repeatable, auditable processes., • Develop capital budgeting models to evaluate risk and ROI for proposed investments so capital is allocated to the initiatives that create the most value for the Company, by building business cases with ROI, payback, cash flow, and scenario analysis and presenting the results and recommendations to Finance and senior leadership., • Perform routine and ad‑hoc financial modeling and business analysis to answer time-sensitive questions and support decision-making across the organization, by leveraging advanced spreadsheet and modeling tools and drawing on ERP and business intelligence data to structure the analysis and deliver well-supported conclusions. REQUIRED EDUCATION, SKILLS & EXPERIENCE • Bachelor’s degree in accounting, Finance, Business, or a related field; MBA a plus, • 4 to 10 years of relevant financial analysis experience, including building and maintaining financial models, • Strong analytical skills; demonstrated ability to efficiently capture, manipulate, and transform data into information to reach clear conclusions, • Working knowledge of planning and performance processes, including annual budget, monthly forecast, and periodic business reviews, • Experience in a manufacturing, consumer products, or distribution environment, including standard costing and retail / e‑commerce channel economics, strongly preferred, • Detail-oriented, with the ability to translate complex analysis into clear insights, • Excellent written and verbal communication skills, • High degree of autonomy and disciplined written communication, with the ability to work effectively with a manager and stakeholders in different locations and time zones, • Collaborative team player able to build constructive relationships with staff and management, • Strong problem-solving skills with a collaborative mindset, • Ability to apply knowledge of Generally Accepted Accounting Principles (GAAP), • Experience with Enterprise Resource Planning (ERP) systems and Business Intelligence tools strongly preferred; hands-on involvement in an ERP migration or implementation a strong plus, • Advanced Excel (including advanced data modeling, query automation, and large‑dataset transformation) and PowerPoint skills; SQL a plus; comfort leveraging AI tools to improve analysis and productivity DISCLAIMER: The duties listed above are intended only as illustrations of the various types of work that may be performed and is not an inclusive summary of job duties and responsibilities. This job description is subject to change by the Company as the needs of the Company and requirements of the job change.

Job DescriptionEntry Private Markets Analyst – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Entry Private Markets Analyst description represents the type of early-career private markets investment roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive entry-level buy-side roles across private equity, growth equity, and private capital that may not be publicly posted. Career Launch AI provides tools, outreach support, and structured guidance to help candidates connect with hiring teams and pursue competitive investment careers. More information is available at careerlaunch.ai. About the Opportunity A lower middle-market private equity or private markets firm (representative of firms within our network) may seek an analytically driven Entry Private Markets Analyst to support investment professionals across the deal and portfolio lifecycle. This role is designed for candidates at the very beginning of their buy-side careers, offering hands-on exposure to investment analysis, financial modeling, diligence support, and portfolio monitoring. Teams are typically lean, allowing analysts to gain meaningful insight into how investment decisions are made and executed. Day-to-Day ResponsibilitiesInvestment Analysis & Financial Modeling Support the creation and maintenance of basic to intermediate financial models, including operating models, DCFs, and introductory LBO analyses Assist in analyzing returns, capital structures, and scenario sensitivities Perform valuation work using comparable companies, precedent transactions, and simplified intrinsic methods Help prepare analytical support for new investments and add-on opportunities Due Diligence & Market Research Assist with diligence across financial, commercial, and operational workstreams Analyze company performance metrics, KPIs, customer trends, and unit economics Conduct industry, market, and competitive research to support investment theses Compile and summarize findings from third-party diligence providers Investment Committee & Deal Process Support Support preparation of investment memos, exhibits, and presentation materials Help organize diligence findings, risks, and key assumptions Assist in preparing materials for internal investment discussions Provide analytical support throughout the transaction process Portfolio Company & Post-Investment Support Assist with portfolio company performance tracking and KPI dashboards Support analysis related to operational initiatives and growth planning Contribute to evaluation of bolt-on acquisitions, refinancings, and exit scenarios Help monitor portfolio performance versus original underwriting assumptions What Makes This Work Engaging Exposure to real transactions and live investment processes Interaction with senior investors, management teams, and founders Steep learning curve across private markets, finance, and strategy Strong foundation for long-term careers in private equity and private capital Ideal Candidate Profile This profile reflects the capabilities commonly sought for entry-level private markets analyst roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field Strong Excel skills and comfort working with financial models and data Foundational understanding of accounting, corporate finance, and valuation concepts Experience (Formal or Informal) Prior internships, coursework, or project experience in finance, investing, consulting, or corporate strategy is beneficial Demonstrated interest in private markets, investing, or transaction-oriented work Soft Skills & Mindset Strong attention to detail and willingness to learn Clear written and verbal communication skills Ability to manage multiple tasks in fast-paced environments Coachable, curious, and proactive How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive entry-level finance and buy-side roles. AI-Powered Job Search Automation Automated applications to a high volume of relevant roles using tailored resumes Targeted search across private equity, growth equity, venture capital, and corporate development Recruiter & Hiring Manager Outreach Human-led outreach to recruiters and investment professionals Support in initiating warm, targeted conversations rather than relying only on job portals Execution & Tracking Support Centralized systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private markets case studies and financial modeling reviews Behavioral and technical interview preparation appropriate for entry-level candidates Continued Support Ongoing guidance throughout the hiring process until placement Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 admin@careerlaunch.ai

Job DescriptionDeal Flow Analyst – Banking Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents the type of Deal Flow Analyst – Banking roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role focused on managing, analyzing, and supporting investment banking deal flow, accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank may seek a Deal Flow Analyst – Banking to support deal origination, pipeline management, and transaction coordination across coverage and product teams. This role is ideal for candidates interested in tracking live deal activity, supporting business development efforts, and improving deal execution efficiency, with exposure to senior bankers and active transactions. Key Responsibilities Track and manage the end-to-end deal pipeline, including pitches, mandates, live transactions, and closed deals Support deal origination and business development efforts through research and pipeline analytics Conduct company, industry, and market research to support deal flow and client targeting Prepare pitch materials, teasers, and internal deal tracking reports Analyze deal flow metrics, conversion rates, and pipeline trends to support strategic decision-making Coordinate with bankers and execution teams to ensure smooth deal handoffs and workflow alignment Maintain CRM systems and internal databases with accurate, up-to-date deal information Support light financial analysis and valuation work for screening and prioritization purposes Assist with client meeting preparation and follow-ups related to active and prospective deals Desired Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Strong interest in investment banking, M&A, and transaction processes Analytical mindset with the ability to manage and interpret deal pipeline data Strong organizational skills and attention to detail Ability to manage multiple deals and priorities in a fast-paced environment Excellent written and verbal communication skills Prior internship or experience in investment banking, corporate finance, private equity, consulting, or related roles is a plus Proficiency in Excel, PowerPoint, CRM platforms, and financial research tools (e.g., Capital IQ, PitchBook, FactSet) Why This Posting Matters This Deal Flow Analyst – Banking description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionPortfolio Intelligence Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Portfolio Intelligence Analyst description represents the type of early-career portfolio analytics and insights roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive portfolio-focused roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-impact roles within private markets investment firms. More information is available at careerlaunch.ai. About the Opportunity Investment firms within the Career Launch AI network—including private equity, growth equity, private credit, and multi-asset platforms—may seek a highly analytical Portfolio Intelligence Analyst to help transform portfolio data into actionable insights. Individuals in roles like this focus on understanding portfolio performance drivers, identifying risks and opportunities, and supporting investment and operating teams with forward-looking intelligence rather than raw reporting alone. The work environment is typically lean, offering meaningful exposure to portfolio companies, investment committees, and firm leadership. Day-to-Day ResponsibilitiesPortfolio Performance Intelligence Analyze financial and operational performance across portfolio companies Identify trends, anomalies, and key drivers impacting portfolio outcomes Track performance versus underwriting cases, budgets, and strategic plans KPI Analysis & Insight Generation Evaluate portfolio KPIs related to growth, profitability, liquidity, and efficiency Develop insight-driven summaries highlighting risks, opportunities, and inflection points Support standardization of KPI definitions and performance benchmarks Investment & Operating Team Support Partner with investment professionals and operating teams to answer strategic questions Provide analytical support for value-creation initiatives and performance improvement plans Translate complex analyses into clear narratives for decision-makers Portfolio Reviews & Investment Committee Support Prepare materials for portfolio reviews, operating partner meetings, and IC discussions Synthesize portfolio data into executive-ready insights and recommendations Highlight portfolio-wide themes and cross-company learnings Strategic & Ad Hoc Analysis Support analysis for add-on acquisitions, refinancing, and exit readiness Assist with portfolio stress-testing, scenario analysis, and downside assessments Contribute to continuous improvement of portfolio intelligence processes What Makes This Work Engaging High visibility into post-investment performance and decision-making Opportunity to influence value creation across multiple portfolio companies Exposure to senior investors, operating partners, and executives Strong foundation for careers in investing, portfolio operations, or strategy Ideal Candidate Profile This profile reflects the competencies commonly sought for portfolio intelligence and analytics roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Analytics, or related field Strong Excel and financial analysis skills; experience with dashboards or BI tools is a plus Solid understanding of financial statements, KPIs, and performance analysis Familiarity with private markets or portfolio company reporting preferred Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, consulting, FP&A, strategy, or analytics preferred Demonstrated interest in portfolio management, value creation, or buy-side analytics Soft Skills & Mindset Strong analytical judgment and ability to move from data to insight Clear written and verbal communication skills Structured thinker comfortable with ambiguity Ownership mindset and proactive problem-solving approach Curious, coachable, and motivated to learn how portfolios perform in practice How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and private markets roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, private credit, venture capital, investment banking, and strategy roles Recruiter & Hiring Manager Outreach Human-led outreach to investment professionals and operating teams Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications, outreach, and interviews End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with portfolio analytics, performance interpretation, and investment cases Behavioral and technical interview preparation Continued Support Ongoing guidance throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

COSCO SHIPPING LINES (North America) Inc. is seeking a Senior Tariff Analyst to join its Global Sales Division. This position will be based in Secaucus, NJ. The Senior Tariff Analyst will be responsible for supporting tariff administration, regulatory compliance, and internal coordination related to FMC regulations. This role plays a key part in ensuring accurate rate application, regulatory adherence, and cross-functional alignment across teams. Key Responsibilities: • File service contracts, tariff rules, inland rates, and ocean rates in accordance with FMC regulations, • Handle input of tariff surcharges in IRIS4 to support the auto-rating of bills of lading, • Liaise with sales staff regarding the filing of service contracts to ensure all backup approvals are received, • Handle requests for rates and surcharge applicability to bookings and bills of lading, • Perform quarterly reviews of tariff inland rates, • Respond to inquiries regarding service contracts and tariff rates, • Monitor FMC regulatory updates, • Support internal regulatory inquiries, • Provide guidance to pricing, sales, and operations teams, • Coordinate cross-functionally with Legal, Pricing, Trade, and IT systems, • Act as the Subject Matter Expert (SME) for FMC regulations Qualifications: • Bachelor’s degree required, • Minimum 3–5 years of experience in the shipping industry, • Proficient in Microsoft Office, particularly Word and Excel

Job Description Project Description: We're seeking a seasoned Business Analyst to join a Pod to provide LoanIQ Analysis and SME expertise as part of a LoanIQ implementation for a major bank. You will act as the bridge between business stakeholders, engineering teams, and QA to define, prioritise, and deliver robust integration solutions. Responsibilities: • LoanIQ analysis, requirements gathering and SME expertise for LoanIQ implementation and integration. Areas to cover will include Accounting & General Ledger processing, Operations cash management and settlement processes, Delayed Compensation and Regulatory Deliverables., • Analyze impact of changes on front-to-back systems flows and architecture., • Gather business requirements and create detailed specifications (RESTful services, data feeds, etc.)., • Liaise with stakeholders across Front Office, Operations, Finance and IT groups to ensure seamless integration across all dependent interfaces, feeds and reporting., • Assist users in setting up/executing User Acceptance Testing., • Ensure alignment with enterprise architecture and compliance frameworks, • Liaise with Product Owner to define user stories, acceptance criteria, and product backlog items Mandatory Skills Description: • SME Knowledge of the LoanIQ application/data model and/or Syndicate Lending business, as well as version 7+ of the LoanIQ application., • 8 - 10+ years in Business Analysis in banking / financial services., • Understanding of Accounting terminology and practices., • Strong understanding of integration design and data flows, • Agile methodology experience (Scrum, Kanban), • Good communication, stakeholder management, and documentation skills, • Practical experience leveraging AI tools in Business analysis workflows, such as: o Generating comprehensive documentation o Enhancing stakeholder communication and reporting using AI tools o Identifying opportunities to embed AI-driven features into products Nice-to-Have Skills Description: Ability to apply AI tools responsibly to improve productivity and quality while maintaining governance and standards

TITLE: Data & Data Governance DEPARTMENT: Data Analytics LOCATION: New York, USA FLSA STATUS: EXEMPT Salary $110000.00 JOB SUMMARY Data & Data Governance reports to Chief Data and Analytics Officer. Leading Data Governance, Data quality and Data Lineage function. This role provides support to core data analyst function. CORE JOB RESPONSIBILITIES _ Data Analysis • Performs complex analyses., • Conducts and facilitates issues identification based on in-depth analysis on various data sets to determine Route cause analysis and work with appropriate parties to remediate data issues., • Analyze raw data a across source systems and turn it into actionable insights and support business decision-making., • Provide ad-hoc analytics support., • Utilize statistical and analytical tools to identify trends, patterns, and anomalies in the data, automate testing procedures and find opportunities to eliminate manual data exchanges., • Develops and manages data mapping, transformation rules and lineage. Data Governance • Perform data profiling of source data to assess quality and Identify opportunities to improve data quality at the source., • Work with business data owners to create Business Glossary, • Work with business data owners to identify CDE and governing data quality rules., • Document technical and business metadata., • Help with implementing Data Governance procedures based on governing policies. Data Quality Management • Assess and improve data quality by identifying and addressing data discrepancies, inconsistencies, and inaccuracies., • Design and Implement data quality checks and validation processes to maintain high standards of data accuracy., • Develop data scorecards and Data quality metrics to assess, improve and monitor data quality of bank data. Collaborate with cross-functional team. • Own data delivery projects under guidance of CDAO, • Work with business take holders to understand business requirements and translate those requirements into data and technical specifications., • Work with IT and data engineering to facilitate solution and make sure the solution meet requirements., • Lead System Testing and be responsible to coordinate and lead User Acceptance Testing. Documentation • Document data processes, data lineage, and meta data to ensure transparency and facilitate knowledge transfer within the organization., • Create and maintain artifacts for assigned data projects., • Document company data assets and contribute to data modeling., • Works closely with CDAO and engineering teams to develop strategic centralized data platform architecture. Reporting • Help with existing reporting systems., • Contribute to design and development of centralized Reporting Analytics capabilities. SKILLS: Technical Data Skills • Expert level SQL skills, • Experienced with ETL, data mapping and transformation rules., • Intermediate skills with Python and R and willingness to advance., • Knowledge and understanding of data modeling, different data modeling technics, and data warehousing., • Experience with Oracle, SQL Server, or similar RDBMS platform., • Some exposure to Big Data technologies, ApacheSpark, AWS, AWS S3, amazonGlue, cloud -based data architecture is preferred., • Familiarity with data visualization tools such as PowerBI, Tableau, or similar platforms is desirable but not mandatory. Data Governance Knowledge Skills • Understanding of data governance frameworks, policies, data cataloging, CDE, metadata and data quality, • Ability to implement and enforce data governance standards., • Experience with any Data Governance tool – such as Collibra, Alation, Informatica Axon DG, or Apache Atlas. Communication Skills • Excellent communication skills to convey complex data findings to both technical and non-technical stakeholders., • Ability to collaborate effectively with team members and stakeholders. Qualifications • Bachelor’s degree in computer science, Data Science, or data engineering, • 3-5 years of experience as a Data Analyst with exposure to data governance practices., • Previous work experience in the banking or finance industry is highly desirable., • Strong analytical and problem-solving skills with the ability to translate data into actionable insights., • Meticulous attention to detail to ensure data accuracy and quality., • Curios and open to learning advanced data tools and technologies., • Passionate about data UBA America is an Equal Opportunity Employer _ Specific duties and responsibilities may vary based upon departmental and Bank needs. Other duties may be assigned similar to the above consistent with the knowledge, skills and abilities required for the position.

Job DescriptionCapital Formation Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Capital Formation Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private capital fundraising, investor relations, and capital structuring. Actual openings may vary depending on employer focus, including private equity, venture capital, real assets, or multi-asset fund structures. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Capital Formation Analysts support investment and fund management teams by assisting in the sourcing, structuring, and execution of capital-raising initiatives. This role combines financial analysis, investor reporting, and operational coordination to ensure successful fundraising campaigns and optimal capital structures. These roles often involve collaboration with investor relations, portfolio management, legal, and operations teams to manage commitments, track capital inflows, and maintain alignment with fund strategies. Key Responsibilities Support the fundraising process by preparing investor materials, presentations, and performance reports Assist in structuring fund offerings, subscription documents, and capital call schedules Track investor commitments, monitor capital inflows, and reconcile fund accounts Maintain dashboards, models, and reports to analyze fundraising progress, capital allocation, and investor concentration Coordinate with legal, finance, and operations teams to ensure accurate documentation and compliance Assist in investor communications, including quarterly reporting and ad-hoc requests Identify process improvements to streamline capital formation and investor reporting workflows Prepare regular and ad-hoc reports for senior management on fundraising activity, capital commitments, and investor trends Preferred Qualifications Bachelor’s degree in Finance, Economics, Accounting, or a related field Understanding of private capital fundraising, investor relations, and fund structuring Experience or coursework in private equity, venture capital, real assets, or investment operations Strong analytical skills with high attention to detail Proficiency in Excel; familiarity with financial modeling, CRM systems, or VBA is a plus Ability to work in fast-paced, collaborative environments Clear written and verbal communication skills Strong interest in capital formation, investor relations, and fund management About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment teams and private capital firms Interview preparation for capital formation, investor reporting, and fund structuring assessments To learn more or express interest in private capital and fundraising roles, visit: https://www.careerlaunch.ai/

Job DescriptionFund Documentation Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Documentation Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on investment fund documentation, disclosures, and regulatory materials. Actual openings may vary based on employer type (asset managers, private equity, private credit, hedge funds, venture capital firms), fund structures, regulatory regimes, and asset class focus. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Fund Documentation Analysts support investment, legal, compliance, and operations teams by preparing, reviewing, and maintaining fund-related documentation across the fund lifecycle. The role blends strong attention to detail, regulatory awareness, and cross-functional coordination to ensure fund materials are accurate, consistent, and compliant with internal standards and external requirements. These roles often involve close collaboration with legal counsel, compliance teams, fund administrators, investor relations, and senior management. Key Responsibilities Assist in the preparation, review, and maintenance of fund documentation, including offering memoranda, subscription agreements, side letters, and investor disclosures Support documentation updates related to fund launches, closings, amendments, and regulatory changes Coordinate documentation workflows with internal teams (legal, compliance, operations, investor relations) and external service providers Maintain document version control, approvals, and audit-ready records Track regulatory, disclosure, and reporting requirements across jurisdictions and fund structures Respond to documentation requests from investors, auditors, regulators, and internal stakeholders Ensure consistency of fund data and disclosures across marketing materials, legal documents, and internal systems Assist with due diligence questionnaires (DDQs), RFPs, and investor onboarding documentation Identify documentation gaps, inconsistencies, or process inefficiencies and propose improvements Prepare internal summaries, checklists, and reporting materials for senior management Preferred Qualifications Bachelor’s degree in Finance, Accounting, Business, Economics, Legal Studies, or a related field Strong understanding of investment fund structures and documentation processes Exposure to fund legal, compliance, or operations functions preferred Exceptional attention to detail and document management skills Proficiency in Excel and Microsoft Office; familiarity with document management systems is a plus Ability to manage multiple deadlines and documentation workflows simultaneously Strong written and verbal communication skills Ability to work effectively in structured, compliance-driven environments Strong interest in fund governance, documentation, and regulatory processes About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to fund legal, compliance, and operations teams Interview preparation for fund documentation, regulatory, and asset management roles To learn more or express interest in fund documentation and asset management roles, visit: https://www.careerlaunch.ai/