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We’re seeking a future team member for the role of Senior Specialist to join our Credit Risk team covering Funds and Alternative Managers. This role is located in New York City. In this role, you’ll make an impact in the following ways: • Performing credit due diligence on existing and prospective clients which include Regulated Funds, Hedge Funds, Private Equity Funds, • Analyzing financial performance of clients and assessing the entity’s risk profile, • Establishing and monitoring credit limits including Repo, FX and OTC Derivatives, and Direct Lending, • Participating in the negotiation of credit agreements, • Performing ongoing monitoring of clients’ financial performance and exposures to BNY, • Reviewing and challenging business proposals Assisting in the preparation of portfolio presentations To be successful in this role, we’re seeking the following: • Bachelor’s degree in finance or related fields, • 4-6 years of experience in credit supporting Regulated and Unregulated funds, • Ability to analyze financial statements, • Demonstrated understanding of financial markets globally, • Strong understanding of AI concepts and ability to apply AI to the job function, • Ability to collaborate across teams At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job DescriptionDescription: Join our New York studio and be a part of a global network of studios spanning four cities (New York, Bangkok, San Francisco, and London). Consistently voted as one of the top three most admired firms in hospitality interior design, you’ll be working on conceptually driven projects which include restaurants, bars, hotels, and multi-family residential. You’ll be working collaboratively with some of the smartest and design-forward experts in award-winning hospitality-driven spaces and experiences. We are currently looking for Senior talent with a strong background in multifamily residential projects to join our team. These are not your typical residential projects; they require extensive knowledge of amenities and residential unit development, along with a keen eye for design. You will be a key contributor in this growing market for us, lending your expertise to exciting new projects coming down the pipeline. You should have exceptional design skills, be a highly-motivated leader, possess a background knowledge of hospitality, and have a portfolio showcasing creative design concepts. As leaders of our creative collaborative, Senior Designers need to recognize all voices on their team during the design process and promote an environment of inclusivity. Successful Senior Designers foster a healthy and engaging design environment that promotes creative and unique ideas from each staff member. AvroKO is not hierarchical in design decisions and encourages all staff to capitalize on their talents and energy. Your primary role is to lead a design team that is inclusive and curious with the technical acumen to deliver the project from start to finish while maintaining AvroKO standards and high caliber of work. What you will do • Lead the design team toward external presentations which include mood boards, 3-D modeling, photoshop renderings, CAD drawings, image research, material selections, high-end FF&E selections, and other job-related duties as assigned, • Engagingly and persuasively present work internally and externally, • Liaison between the Principal in Charge and the design team during the design process, • Lead the coordination and production of technical drawings which include contract document sets, FF&E specifications, material schedules, and budgets, • Reviewing all documents to ensure they incorporate design intent and technical accuracy, • Manage design coordination within the design team and between the Owner’s consultants and AvroKO, • Manage communications and coordination between AvroKO and consultants, • Reviewing construction administration services including RFI responses, submittal reviews, field reports, and punch list reviews while resolving CA issues, • Participate in coordination with consultants and vendors, • Supervise, develop, and mentor interior designers, • Coordinate with Design Managers in providing services per scope, budget, and schedule, • Other job-related duties as assigned, • Work closely with your design team and studio at large, to promote a culture of design excellence and creativity Resumes without portfolios will not be reviewed. Please upload your portfolio via "Upload Additional Files." This is a hybrid role located in New York, NY (3+days/week required in-studio) Requirements: • Bachelor’s degree in Interior Design or related field from an accredited school, • 8+ years of post-graduate design experience with significant experience in high-end, conceptually driven design, • Proficient in AutoCAD, SketchUp, Enscape, and other 3D modeling software, • Proficient in Adobe Creative Suite (Photoshop and InDesign), • Outstanding communication and presentation skills, • Experience leading design teams and building strong client relationships, • Excellent organizational skills with strong attention to detail, • Strong knowledge of high-end FF&E, materials, and specifications, • Demonstrate strong conceptual approach to design and persuasive presentation skills, • Excellent teamwork skills. Ability to work collaboratively with design directors and creative managing directors across the firm, • The base salary range will be estimated between $95,000-$115,000 plus benefits and contingent on relevant experience and abilities Life at AvroKO At AvroKO, we are dedicated to hiring a diverse workplace that celebrates an inclusive culture and a sense of belonging. As an equal opportunity employer, we do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy, gender identity, and gender expression), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, retaliation, parental status, military service, or other non-merit factors. AvroKO is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at hrmanager@avroko.com. We encourage employees to lead a life reflective of our hospitality mission and provide opportunities for team outings, and curated design events. Our benefits include medical, dental, vision, 401k matching, flex spending, life insurance, yearly professional development reimbursement, paid holidays, paid birthday, and paid time off.

We are seeking an experienced Field Examiner to join the Credit organization of a commercial banking institution in New York. This role will focus on independent collateral monitoring, review, and oversight across the C&I portfolio, with an emphasis on Asset-Based Lending (ABL) and Middle Market relationships. Key Responsibilities: • Review collateral field examinations and appraisals and communicate major findings to business, credit risk, senior management, and other stakeholders, • Ensure field examinations and appraisals are conducted in accordance with industry standards and best practices, • Assess the quality and reliability of borrower information, including books and records, collateral, loan positions, accounts receivable, and inventory, • Participate in field examination exit interviews alongside business teams, • Monitor collateral performance and identify deteriorating financial or collateral trends, • Provide recommendations related to collateral and credit risk, • Oversee field examination and appraisal activity, including examination status, frequency, vendors, expenses, and reporting, • Evaluate and support the approval of new field examiners, appraisers, and other vendors, • Stay current on market and economic developments impacting borrowers and the broader lending environment Qualifications: • 3–10+ years of experience within ABL and/or Middle Market commercial lending and collateral monitoring, • Field examination experience strongly preferred, • Strong understanding of Asset-Based Lending, including accounts receivable and inventory, • Strong credit and financial analysis skills, • Knowledge of collateral monitoring and risk management throughout the credit cycle, • Understanding of loan workouts and distressed credit situations, • Background in finance, accounting, asset management, or valuation, • Experience with field examination software such as IDEA is a plus, • Bachelor’s degree in Finance, Accounting, Business, or a related discipline; MBA preferred This is an opportunity for someone with a strong foundation in ABL field examination and collateral monitoring who can operate independently while working closely with credit and commercial lending teams. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Responsible for trading, managing, building and expanding the Americas EM & Credit SFT businesses for BSI and BBVA SA Responsibilities: -Trade the existing SFT Americas EM & Credit activity which includes: • Collateral: US Credit, Latam Sovereign, Latam Credit, • Currencies: USD, EUR, COP, CLP, MXN, etc., • Payoffs: fixed, floating, open, • Settlement: bilateral or triparty, • SFT Products - Repo, Securities Lending, TRS, Bond Forward, XCCY, Secured Loans -Grow SFT Americas EM & Credit businesses by expanding existing product capabilities and by adding new products and clients -Manage SFT positions and hedge risks including: liquidity, balance sheet, interest rates, and FX exposures -Enhance SFT desk position and risk management tools and processes -Work closely with the SFT trading and sales teams in the different geographies -Collaborate closely with middle and back office on settlement and operational issues -Work with Engineering, Legal, Business Processes, Risk, Middle and Back Office on designing and building SFT infrastructure in BSI or BBVA SA -Support UST Repo Trading team where possible Requirements • In depth SFT product knowledge of Latam Sovereign, EM Credit, and US Credit, • Knowledgeable regarding interest rate swaps, cross-currency swaps, FX spots, FX swaps, NDFs as hedge instruments, • Experience quoting all types of repos, bond forwards, total return swaps using multiple currencies, • Proven risk manager, prudent hedging and trading strategies, • Experience working with Latam Sales and Clients to manage and expand SFT activities, • Minimum 11+ years of work experience in Fixed Income markets, with at least 2 years of experience in SFT / Repo markets, • Strong communication skills and strong leadership skills, • Series 7 and 63, • Technical and analytical, • Strong communication skills, • Fluent in English, Spanish desirable, • Programming experience a plus, • Experience using Bloomberg, Brokertec, GLMX and other trading platforms., • Experience with Murex a plus All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $270,000 to $315,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these position

About Jefferies Jefferies is a leading global, full-service investment banking and capital markets firm with deep industry expertise, strong execution capabilities, and a client-focused culture. Our Financial Institutions Group (FIG) advises a broad range of financial services companies on strategic and capital markets transactions across banking, insurance, asset management, specialty finance, and fintech sectors. Our Specialty Finance team advises market-leading public and private companies across consumer finance, asset-based lending, equipment finance, leasing, commercial finance, payments, and other specialty lending sectors. Position Overview Jefferies is seeking an experienced Associate or Vice President to join its Specialty Finance Investment Banking team in New York. The successful candidate will play a key role in the execution of M&A, capital raising, and strategic advisory assignments while working closely with senior bankers and clients across the specialty finance ecosystem. Key Responsibilities • Execute and manage M&A, equity, debt, and strategic advisory transactions for specialty finance clients., • Develop, review, and maintain complex financial models, including operating models, valuation analyses, merger models, accretion/dilution analyses, and LBO analyses., • Prepare and oversee the development of client presentations, board materials, offering memoranda, marketing materials, and other transaction-related documentation., • Conduct industry, company, and market research to support transaction execution and business development initiatives., • Manage due diligence processes and coordinate with clients, legal counsel, accountants, lenders, investors, and other external advisors., • Serve as a key point of contact on transaction workstreams and collaborate closely with senior bankers, clients, and internal product partners., • Participate in client meetings and contribute to strategic discussions across a variety of advisory and financing assignments., • Assist with business development efforts, including pitch preparation, market updates, and relationship management activities., • Mentor and develop junior team members while ensuring the quality, accuracy, and timeliness of deliverables., • Contribute to a collaborative team environment while balancing multiple priorities in a fast-paced setting. Qualifications • 5+ years of relevant investment banking experience, with preference for candidates from FIG, specialty finance, financial services, or related sectors., • Strong transaction execution experience across M&A, capital raising, and strategic advisory engagements., • Advanced financial modeling, valuation, analytical, and accounting skills., • Demonstrated ability to manage multiple workstreams and consistently deliver high-quality work under tight deadlines., • Strong understanding of financial institutions, credit-oriented business models, and specialty finance sectors., • Excellent written, verbal, presentation, and interpersonal communication skills., • Ability to work effectively with senior bankers, clients, and cross-functional teams., • Proven leadership capabilities and a track record of mentoring junior professionals and managing transaction teams., • Commercial mindset with strong problem-solving skills, attention to detail, and sound judgment., • Bachelor's degree with a strong academic record; MBA or other advanced degree is a plus but not required., • Title (Associate or Vice President) will be determined based on experience, transaction execution capabilities, leadership qualities, and client management experience.

A leading alternative asset manager ($6B AUM) is seeking a Private Credit Analyst/Associate to join its New York investment team. Job Description • Evaluate and underwrite new private credit investment opportunities across sponsor-backed and non-sponsored middle-market companies, • Build and maintain detailed three-statement operating models, debt sizing analyses, downside cases, and return models to support investment decisions, • Conduct comprehensive due diligence, including analysis of company financials, industry dynamics, management teams, and transaction structures, • Prepare investment memoranda and present underwriting recommendations to the Investment Committee, • Monitor portfolio companies through quarterly financial reviews, covenant compliance, liquidity analysis, and ongoing credit performance, • Support transaction execution by coordinating with private equity sponsors, management teams, legal counsel, financial advisors, and third-party diligence providers, • Evaluate financing structures, leverage profiles, covenant packages, and documentation to assess risk and return, • Stay current on private credit market trends, leveraged finance activity, and industry developments, • Collaborate closely with senior investment professionals throughout the underwriting, execution, and portfolio management process Requirements / Qualifications • 2–5 years of relevant experience in investment banking, leveraged finance, restructuring, private credit, direct lending, or other buy-side investing roles, • Strong experience building three-statement operating models, debt sizing models, and performing fundamental credit underwriting, • Experience evaluating capital structures, leverage, cash flow generation, and downside risk, • Strong financial modeling, accounting, and credit analysis skills, • Excellent analytical, written, and verbal communication skills with the ability to clearly articulate investment recommendations, • Highly motivated, intellectually curious, and interested in private credit investing, • Bachelor's degree with a strong academic record

FIRM BACKGROUND Roc360 is a financial services and asset management platform for residential property investors in the United States. The firm connects fragmented loan markets with institutional capital through a branchless network of third-party originators, brokers, and in-house sales teams to originate loans to property investors who buy, rehab, resell, and/or rent properties. The firm originates and services multiple business-purpose loan products (“BPLs”), via various sales channels which, together with ancillary service offerings, provide an end-to-end experience that drives repeat customer transactions and profitability. The firm’s loan products include residential transitional bridge loans (“RTLs”) (including single and multi-unit properties) and Rental Loans (including single property rentals and rental portfolios). Founded in 2014, Roc360 is headquartered in NYC, has over 400 employees globally across three continents, and can originate loans in 47 states and Washington, D.C. The firm’s founders have worked together for over 20 years and most of its senior management team has also enjoyed a long tenure at the firm. Through its proprietary technology-enabled Third-Party Originator and Direct-to-Borrower lending channels and strong brand recognition, the firm has funded over $20bn in loans since its inception. POSITION We are seeking a Real Estate Paralegal / Closer located in the NYC area to join our growing and fast-paced real estate closing team. The Real Estate Paralegal will manage a pipeline of real estate closings including bridge and rental loans on residential properties. The Real Estate Paralegal will be responsible for the end-to-end closing process, beginning from loan submission all the way to funding. On a day-to-day basis, tasks will include, but not be limited to, reviewing title reports, entity documents, loan documents, HUD/settlement statements, and granting funding approval. This is all expected to be done with an eye towards complying with company and investor/buyer guidelines. The Real Estate Paralegal will close loans all throughout the country and will manage a high volume of files. Roc360’s closing process is highly tech-based with automation, closing rooms and a due diligence team that will assist and be made available to the Real Estate Paralegal for quality control and a heightened review of all files. Training will be provided. The Real Estate Paralegal must possess exemplary attention to detail, be self-motivated, have strong organizational skills and have the ability to make decisions independently, while managing risk and ensuring the quality and compliance with company and investor/buyer guidelines is being met. Responsibilities will include: • Handling loan files from submission to funding., • Coordinating the closing and interacting with all associated parties., • Reviewing tech-generated loan documents for accuracy., • Reviewing title reports and negotiating title endorsements and affirmative coverage to ensure they are compliant with Roc360’s investor guidelines., • Reviewing entity documents to ensure they are valid, binding, and compliant with Roc360’s investor guidelines., • Reviewing HUDs and settlement statements for accuracy., • Working alongside the internal quality control review team in processing all files., • Working with the internal wires team to handle the funding of all files., • Collaborating with Roc360’s closing and credit team to ensure investor guidelines are being met, risk is being managed, files are moving through the process efficiently and the best possible customer experience is being conveyed., • Understand and appreciate the needs of clients, loan buyers, and capital providers and work collaboratively with the firm’s various other teams and departments. QUALIFICATIONS / REQUIREMENTS • In-person NYC candidates only (potential for hybrid work)., • 2+ years’ experience in a Real Estate Paralegal role, specifically as it pertains to closing real estate transactions., • Lender-side representation preferred., • Demonstrated familiarity and experience with a real estate transaction, including reviewing title reports and entity documents., • BS/BA degree or higher., • Familiarity with Microsoft products, including Word and Excel, and Adobe Acrobat., • Excellent written and verbal communication skills., • Strong time-management, organizational and execution skills., • Experience handling a voluminous pipeline of real estate transactions is preferred., • Ability to meet deadlines and work well under pressure., • Highly motivated with a strong work ethic and desire to work in a fast-paced and fluid environment., • Team-oriented and highly collaborative personality.• Client satisfaction-oriented personality and demeanor., • Title/ salary level will be commensurate with the candidate’s experience and background. * Roc360 is an Equal Opportunity Employer. We respect and endeavor to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce.

JOB DESCRIPTION: Looking for a Mid-Level to Senior Counterparty Credit Risk Analyst for the Financial Institutions Group in NY with a specialization in Insurance Companies, and can also include Non-Bank Financial Institutions, Broker-Dealers, Investment Managers, Fund Families, Hedge and Mutual Funds, Financial Sponsors and others as a plus. High Level Responsibilities: • Financial Institutions credit analysis for U.S. Insurance Companies including Holding Companies, Operating Companies, SPV’s and entire organizations., • Should have understanding of all specialty lending and structures from SPV’s including FABLs, FABNs, and SideCar facilities., • Counterparty Risk and Settlement monitoring for trading via NY Branch (Bank) and BSI (U.S. Broker-Dealer), • Coordination of approvals for Global Trade Finance (SBLC, SLC) bookings in NY, • Counterparty Credit Limit approvals for Onboarding of Counterparties in NY, • Knowledge of ISDA / CSA / CDEA / GMRA documentation, negotiations and monitoring for Financial Institutions, • Understanding of products that include Fixed Income, Foreign Exchange, DVP trading, Repo trading, Structured Finance, SBLC and Capital Call Facilities, • Provide timely and accurate reports when needed to follow-up on monitoring and results for trading activity and limit requests, • Ability to maintain credit files and folders to make sure everything is accurate to field internal audits and credit quality control, • Ability to handle oneself in potentially high stress environment with occasion crunch time deadlines Responsibilities: • Monitors the risk quality and credit process as established in the monitoring & follow up policy., • Provides data to prepare reports with trends and ratios of risk metrics., • Analyze quality risk indicators (trends, variations, problems) to minimize losses (less complex analysis)., • Provide timely and accurate reports to the Monitoring & Follow up Committee, Board, Spain, etc to allow them to make decisions regarding credit quality and ratings. Education/Experience • Bachelor's Degree in Finance, Economics or related field with at least seven years (5-7) of Finance, Credit Risk, or Underwriting, Loan Review experience. Work experience may substitute for education requirements. Licenses/Certifications/Registrations • Required: None Required, • Preferred: None preferred, although Series 7, 24, 63 (or similar additional knowledge a bonus to have), and licenses can be maintained. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $160,000 to $220,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Overview: Top European Bank with a strong and growing U.S. presence is seeking a Senior Analyst within Global Risk Management (“GRM”) with approximately 2-5 years of experience in corporate or investment banking credit risk, corporate banking, leveraged finance, structured finance, or related financial institutions. The GRM unit is responsible for the independent underwriting of corporate clients, evaluating both counterparties and individual transactions prior to approval while maintaining ongoing responsibility for monitoring portfolio risk throughout the life of each client relationship through periodic reviews, amendments, waivers, restructurings, and continuous assessment of evolving credit conditions. Consistent with the Bank's relationship-driven corporate banking model, the team underwrites all credit exposures arising from corporate client relationships rather than specializing in a single product. Senior Analysts are expected to develop broad underwriting capabilities across multiple financing products and industry sectors while working alongside senior credit professionals on increasingly complex transactions. This role is intended for a credit professional with strong financial analysis skills and a solid foundation in corporate credit underwriting. The successful candidate will independently analyze routine and moderately complex transactions while contributing to more sophisticated financing structures under the guidance of senior credit officers. Over time, the individual is expected to broaden product knowledge, strengthen independent credit judgment, and assume greater underwriting responsibility across industry sectors as business needs evolve. Responsibilities: • Perform credit analysis and underwriting for corporate clients across a broad range of relationship banking products, including cash flow-based corporate lending, revolving credit facilities, trade finance, structured finance, derivative transactions, acquisition financing, equipment finance, leasing transactions, and other specialized financing structures, commensurate with experience., • Analyze historical and projected financial performance, liquidity, leverage, cash flow generation, and repayment capacity to assess obligor creditworthiness., • Assist in evaluating transaction structures, collateral packages, covenant frameworks, guarantees, and other structural protections to identify key credit risks and mitigants., • Review and develop familiarity with legal documentation, including credit agreements, security documents, trade finance documentation, ISDA agreements, borrowing base provisions, guarantees, and other transaction documents relevant to assigned transactions., • Prepare clear and well-supported credit memoranda and risk recommendations for presentation to senior credit officers and Credit Committees., • Conduct and monitor annual credit reviews, covenant compliance, amendments, waivers, and restructurings, while proactively identifying emerging credit risks., • Partner with Relationship Managers, Product Specialists, Legal, Operations, and senior members of Credit Risk Management to facilitate transaction execution while maintaining independent credit analysis., • Develop expertise across multiple industry sectors and financing products, demonstrating the flexibility to support changing portfolio and business priorities. Qualifications: • 2-5 years of progressive experience in credit risk management, with a strong focus on corporate, structured, and leveraged finance within a corporate or commercial banking environment., • Strong understanding of credit underwriting, financial analysis, and risk assessment across different structures and products., • Working knowledge of loan documentation, trade finance instruments, and ISDA agreements., • Demonstrated ability to exercise independent judgment and make sound risk decisions in high-value, complex transactions., • Excellent communication skills, with the ability to articulate risk positions clearly to senior stakeholders and credit committees., • Understanding of corporate banking policies, procedures, governance frameworks, and approval processes, including U.S. lending regulations., • Track record of building effective relationships with internal partners, peers, and external stakeholders to deliver timely, high-quality credit decisions., • Bachelor’s degree in Finance, Accounting, or a related field. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

FlatRock Capital Partners provides small businesses access to the capital they need to seize growth opportunities quickly and drive expansion for decades to come. We offer a wide variety of small business solutions and service a wide array of client accounts in the U.S. FlatRock Capital Partners brings a unique approach to lending, using data-driven insights and consulting expertise to accurately assess an applicant's financial realities. We are seeking a motivated and dynamic Funding Associate to join our team. This role is essential in driving business development and enhancing customer relationships through effective communication and sales strategies. You will help businesses solve their financial needs and grow their companies with crucial services such as Term Loans, Equipment Financing, Bridge Notes, Lines of Credit, and more. We provide comprehensive tools, mentorship, and training to help you build a strong business pipeline, develop client relationships, and successfully secure capital for business owners. This role offers significant opportunities for career advancement, including the potential to lead and manage a sales team. The ideal candidate will thrive in a fast-paced environment, combining strong sales, negotiation, and customer service skills with a drive to learn and grow. Please note this is a 100% commission-based pay structure with uncapped earning potential. Responsibilities ● Conduct outbound calling/emailing to warm leads generated through multiple outlets. ● Utilize CRM software to track deal flow, manage pipelines, and report on sales activities. ● Build and maintain strong client relationships through exceptional customer service to develop a robust book of business. ● Collaborate with the sales team to strategize on business development initiatives. ● Negotiate contracts and agreements to secure new business opportunities. ● Underwriting applications to generate approvals and generate offers. ● Participate in training sessions to stay updated on industry trends, product knowledge, and sales techniques. Qualifications ● Proven experience in business development or inside sales roles is preferred. ● Proficiency in Salesforce or similar CRM software is a plus. ● Exceptional customer service skills with a focus on client satisfaction. ● Excellent interpersonal, written, and verbal communication skills. ● Assertive and strong desire to be successful while possessing a high level of work ethic and integrity. ● Ability to work independently as well as part of a collaborative team environment. Additional information ● Uncapped Commissions: Freedom to earn based on your performance, with no limits to your earning potential. ● Performance Based Pay: On-target earnings ranging from $75k-$125k for a first year employee. ● Comprehensive Sales Training: Receive industry-leading training and continuous development designed to empower your success and sharpen your skills. ● Career Advancement Opportunities: Unlock a path to advancement within our rapidly growing company, where your potential is recognized and encouraged. ● Vibrant New Offices: Work in our exciting Financial District office with an amazing view of East River and Brooklyn Bridge or our lively New Haven office just off of Union Station At FlatRock Capital Partners, we believe in fostering a diverse and inclusive work environment where you can bring your true self to work. We hire the best talent, regardless of gender, race, religion, or orientation. We provide a high energy work environment and celebrate our wins at every turn! Join us as we strive for excellence in our industry, driving innovation and growth with the help of dedicated professionals like you! Job Type: Full-time Work Location: In person

Please review the opportunity below and send me your updated resume if you are interested. Position: Product Manager / Business Analyst (Core Banking / Payments / Thought Machine) Location: Weehawken, NJ (60% Onsite) Client: Banking Domain Type: Contract Must-Have Requirements • 10+ years of experience as a Business Analyst, Product Manager, or Product Owner, • Hands-on experience with Thought Machine (Vault Platform) is mandatory, • Strong experience with Core Banking platforms and Ledger Operations, • Experience with Mobile Payments / Mobile Pay, Digital Banking, and Payment Products, • Experience building or enhancing:, • Deposit Products, • Payment Products, • Cards, • Lending Products, • Strong Agile/Scrum experience with User Stories, Backlog Management, and SDLC, • Experience with GitLab, Jira, or similar Agile tools, • Knowledge of Wealth Management and Banking products, • Strong stakeholder management, process mapping, and business transformation expertise, • Proficiency with Visio, Excel, and PowerPoint Preferred Skills • Thought Machine Vault, • Mobile Payments, • Digital Banking, • Core Banking Modernization, • Payments & Cards, • Deposits & Lending, • Wealth Management Please let me know if you are interested and available for a quick discussion.

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. Key Responsibilities • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal., • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records., • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities., • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle., • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel., • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed., • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel., • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy. Qualifications • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role., • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow., • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures., • CPA preferred; MBA a plus.

Portfolio Associate – Credit Risk & Portfolio Management Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction. The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies. Responsibilities Portfolio Management & Credit Monitoring • Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers., • Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance., • Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns., • Maintain risk ratings and recommend changes based on evolving borrower fundamentals., • Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations. Financial Analysis • Build and maintain detailed financial models., • Perform cash flow, liquidity, leverage, and debt service coverage analysis., • Conduct comparable company and capital structure analyses., • Assess borrower repayment capacity and downside risk scenarios., • Review management projections and variance-to-plan reporting. Credit & Transaction Support • Evaluate amendments, waivers, covenant modifications, and restructuring requests., • Review credit agreements, loan documents, security packages, and collateral reporting., • Support underwriting efforts for new transactions, refinancings, and incremental financings., • Assist in preparing credit memoranda and approval materials. Cross-Functional Partnership • Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams., • Present borrower updates and portfolio analysis to senior management., • Collaborate with relationship managers and deal teams on ongoing client developments. Qualifications • 2-5 years of experience in:, • Commercial Banking, • Corporate Banking, • Leveraged Finance, • Credit Risk Management, • Asset-Based Lending (ABL), • Portfolio Management, • Experience analyzing non-investment grade and leveraged borrowers., • Strong understanding of commercial loan structures and credit documentation., • Familiarity with revolvers, term loans, ABL facilities, and covenant packages., • Financial modeling and credit underwriting experience., • Formal Credit Training Program preferred., • Bachelor's degree in Finance, Accounting, Economics, or related field. Preferred Skills • Advanced Excel and financial modeling skills., • Strong accounting and financial statement analysis capabilities., • Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms., • Excellent analytical, communication, and presentation skills., • Ability to manage multiple priorities in a fast-paced environment.

JCW is looking to hire an experienced Corporate Banker to join the Wholesale Banking department of a growing global bank in Midtown NYC. If you have proven front office banking experience and are looking to move to a small yet nimble platform where you have more control of the deal process - this is the one for you! Requirements: • 5+ years of corporate banking experience is required., • Exposure to Industrials, Manufacturing, Food & Ag, and/or Aerospace industries., • Proven Structuring and/or Relationship Management skills., • Ability to wear multiple hats and take on ad hoc projects. If this isn't the right fit but you are looking for Credit or Lending positions - drop a message to nick.giordano@jcwresourcing.com.!

Project Description: • As a Senior Full Stack Java Engineer within the US Corporate Loans POD, you will design, develop, and deliver enterprise integration solutions connecting Loan IQ with upstream and downstream platforms. You will leverage modern cloud-native technologies, AI-assisted development tools, and Agentic AI practices to improve software quality, scalability, and delivery velocity., • A key expectation of this role is hands-on experience building AI agents and intelligent engineering solutions that automate and enhance Software Development Lifecycle (SDLC) processes, improving developer productivity and accelerating delivery outcomes. Responsibilities: • Design and develop REST APIs, event-driven integrations, and messaging interfaces., • Build and maintain integrations between Loan IQ and enterprise applications., • Design and implement AI-powered agents and workflows that improve SDLC processes and engineering productivity., • Leverage AI-assisted development tools to accelerate coding, testing, debugging, code reviews, and documentation., • Collaborate with QA, Business Analysts, Product Owners, and Architects to deliver end-to-end solutions., • Conduct code reviews and promote engineering, integration, and cloud best practices., • Contribute to CI/CD automation, release management, and deployment processes., • Design and implement cloud-native integration solutions using Azure services and serverless technologies., • Troubleshoot production issues and optimize application and integration performance. Mandatory Skills Description: Core Engineering • 8+ years of software engineering experience, ideally within Financial Services., • Strong expertise in Java, Spring Boot, REST APIs, and distributed systems., • Experience with Kafka, IBM MQ, or similar messaging technologies., • Strong integration experience with Loan IQ, lending, banking, or enterprise platforms., • Deep understanding of API design, system integration, and enterprise application architecture. Agentic AI & Software Engineering • Experience building AI Agents and Agentic Software Engineering solutions to automate and enhance SDLC processes., • Hands-on experience with Java-based AI frameworks such as Spring AI, LangChain4j, Semantic Kernel, MCP (Model Context Protocol), or similar technologies., • Experience implementing RAG, prompt engineering, tool calling, workflow orchestration, and agent-based architectures., • Experience applying AI to: o Code generation o Automated testing o Code reviews o Documentation generation o Troubleshooting and incident analysis o Developer productivity automation • Strong understanding of AI governance, security, observability, and responsible AI practices. Cloud & Architecture • Hands-on experience with Microsoft Azure services., • Experience building serverless solutions using Azure Functions., • Strong understanding of cloud-native architecture, microservices, and event-driven integration patterns., • Experience with Azure Service Bus, Event Grid, or similar cloud messaging platforms., • Familiarity with Azure OpenAI and AI-enabled cloud architectures is highly desirable. AI-Assisted Development • Hands-on experience with AI-assisted development tools such as GitHub Copilot, GitLab Duo, Cursor, Windsurf, or similar platforms., • Experience leveraging Generative AI for coding, testing, debugging, documentation, and engineering productivity improvements., • Ability to apply AI tools responsibly while maintaining governance, compliance, security, and quality standards. DevOps & Tooling • Experience with GitLab CI/CD, Jenkins, Azure DevOps, or similar CI/CD platforms., • Experience with Docker, Kubernetes, and containerized deployments., • Strong understanding of DevOps, automated testing, release management, and deployment automation. Nice-to-Have Skills Description: • Experience in Commercial Lending, Loan Servicing, Corporate Banking, or Capital Markets., • Azure certifications or relevant cloud certifications., • Experience building enterprise AI applications, copilots, or agentic solutions., • Passion for modern software engineering, AI innovation, and platform modernization.

Position: Founding Accounting Lead Location: New York City, NY | On-site Experience: 5+ years Employment Type: Full-Time Compensation: $140,000–$200,000 base salary + equity Cornerbridge Talent Partners is posting this role on behalf of our client, Affiniti, a fast-growing fintech building financial infrastructure for small and medium-sized businesses. We’re hiring a Founding Accounting Lead to become Affiniti’s first dedicated accounting hire and build the accounting function from the ground up. Reporting to the Head of Finance, this person will own the close, financial reporting, transaction accounting and reconciliations while building the systems, controls, and processes required for the company’s next stage of growth. About the Company Affiniti is a high-growth fintech building an AI-powered financial operating system for SMBs. As the business scales, the Finance organization is bringing more of its accounting operations in-house and building the infrastructure required to support increasing transaction volume, complexity, and audit readiness. What You’ll Do • Own the monthly, quarterly, and annual close, including journal entries, accruals, reconciliations, financial statements, and core accounting operations., • Own accounting and reconciliation for high-volume financial transactions across banking partners, payment systems, internal data, and the general ledger., • Build scalable accounting policies, controls, documentation, close processes, and reconciliation workflows while identifying opportunities for automation., • Lead preparation for Affiniti’s first financial statement audit, including technical accounting research, audit schedules, controls, and external auditor coordination., • Evaluate and help implement the company’s ERP and broader accounting technology stack., • Partner with Finance, Product, Engineering, Capital Markets, Credit, and Operations to ensure new products and financial workflows are accurately accounted for and operationalized. What You Bring • 5+ years of progressive accounting experience, ideally combining public accounting with operating experience in fintech, payments, lending, cards, marketplaces, or another transaction-intensive business., • Experience owning or playing a significant role in monthly close, financial reporting, and high-volume reconciliations across multiple systems., • Strong understanding of US GAAP with the ability to independently research and document technical accounting matters., • Demonstrated experience building or materially improving accounting processes, controls, reconciliations, or financial systems., • Strong Excel or Google Sheets skills and comfort working directly with large, disparate financial datasets., • Ability to operate independently in an environment where the systems, processes, and answers may not exist yet. Bonus Experience • Big 4 or other top public accounting firm experience., • CPA designation., • Experience selecting or implementing an ERP or accounting automation platform., • Experience with SQL, data warehouses, or other financial data infrastructure. Who This Is For • You’re an accounting owner and builder who wants to create the function rather than inherit a finished one., • You’re comfortable getting hands-on with reconciliations and transaction data while also designing the processes and controls that will scale., • You can move between technical accounting, financial operations, systems, and cross-functional problem solving., • You’re comfortable operating manually when necessary while continuously looking for ways to improve, automate, and strengthen the accounting environment. Work Authorization Candidates must currently be authorized to work in the United States. Affiniti is considering U.S. citizens, lawful permanent residents, and individuals who otherwise currently hold valid U.S. work authorization. How to Apply Apply with your resume. Shortlisted candidates will be contacted by Cornerbridge Talent Partners.

Director, FP&A | High-Growth Consumer Finance Platform | NYC We’re working with a high-growth consumer finance platform that is building technology and financial products designed to make financing simpler and more accessible for consumers and businesses. The business has 600+ employees and has built a scaled platform across lending, customer acquisition and servicing. As the company continues to grow, they’re looking for a Director of FP&A to take ownership of a broad financial planning, modelling and analytics function. The Role This is a senior FP&A position with significant exposure to executive leadership and the wider finance organisation. You’ll lead complex financial analysis and modelling, support strategic decision-making and help the business understand performance, profitability and future growth opportunities. What You’ll Do • Lead financial modelling, valuation and forecasting across the business, • Build and maintain sophisticated DCF and financial models, • Analyse business performance, profitability and key financial drivers, • Support financing strategy and strategic investment decisions, • Partner closely with Accounting, Capital Markets and senior leadership, • Develop analytical tools and improve forecasting processes, • Build reporting and presentations for executive leadership, • Enhance financial reporting and analytics using Excel, Power BI, SQL and other systems What We’re Looking For • 8–12+ years of experience across FP&A, valuation, investment banking, consulting, Big Four or financial institutions, • Strong financial modelling and DCF experience, • Experience with valuation / fair value methodologies, • Background in consumer finance, lending, fintech, banking or specialty finance, • Strong understanding of GAAP and financial statements, • Excellent analytical and problem-solving skills, • Strong communication skills and confidence working with senior stakeholders, • Experience with SQL, Power BI or other BI tools is a plus Package • $180,000–$230,000 base salary, • Stock options, • 401(k) with company match, • Medical, dental and vision, • Generous parental leave, • Flexible PTO, • Tuition reimbursement, • Wellness benefits If you’re a senior FP&A or strategic finance professional with experience across financial modelling, lending or consumer finance, I’d be keen to hear from you.

Controller Location: Midtown Manhattan, NY Schedule: Monday–Friday | 100% onsite Employment Type: Direct Hire | Full-Time Compensation: $90,000–$120,000 + bonus eligibility Position Summary :Seeking a hands-on Controller to manage Client’s daily accounting and financial operations, including collections, accounts payable, bank transfers, deal funding, bookkeeping, investor payments, and regulatory filings This is an upgraded role suited for an experienced bookkeeper or AP professional ready to take on broader ownership Key Requirements 2 plus years of accounting, bookkeeping, accounts payable, or financial operations experience Strong full-cycle bookkeeping and cash-management skills Experience managing invoices, repayments, bank transfers, reconciliations, and financial record sProficiency with Excel or Google Sheets, including formulas and report creation Strong communication, organization, accuracy, and initiative Comfortable managing a high-volume workload and working onsite five days per week Preferred Experience Salesforce and business banking platforms Specialty finance, private lending, or fund administration NMLS, DFPI, state licensing, or regulatory filings Bachelor’s degree in Accounting, Finance, or a related field Interview Process: Final two-hour onsite panel and assessment Two professional references required at offer stage Benefits: Medical, dental, and vision insurance 401(k) with company match FSA and HSA options Life insurance and commuter benefits 15 PTO days, 5 personal days, and 5 paid sick days Federal holidays and 2 floating holidays

About Us: Our passion at EXL is enabling organizations to achieve a measurable, competitive advantage through Data Management. We partner with our clients to design and implement scalable, accessible, and innovative solutions. Our goal is to make sense of data to drive client’s business forward through data strategy, data governance and building cloud data platforms. EXL is a leading data analytics and digital operations and solutions company that partners with clients to improve business outcomes and unlock growth. By bringing together deep domain expertise with robust data, powerful analytics, cloud, artificial intelligence (“AI”) and machine learning (“ML”), we create agile, scalable solutions and execute complex operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquarters in New York, our team is over 73,000+ strong, with more than 50 offices spanning six continents. Role Name: Credit Risk Analytics Manager Location: Jersey City, NJ Employment Type: Full-Time Mode – Remote (Occasional Travel) Job Summary Role summary: Senior client-facing role leading transformation of credit risk reporting for a top US banking client across consumer lending portfolio (secured and unsecured) combining risk analytics with delivery leadership of a large-scale reporting automation program. Key responsibilities: • Portfolio performance analytics and risk insight - Analyze credit performance across consumer book: identify emerging trends, drivers of delinquency and loss movements, assess performance against risk appetite, connect portfolio outcomes to underlying credit strategy — acquisition quality, line management, and loss mitigation. Author the risk narrative presented to the client's senior risk leadership each cycle., • Lead the reporting automation program — Manage the end-to-end automation of risk reporting suite in partnership with the data engineering team responsible for the automation: prioritize build, ensure business logic and analytical intent are correctly implemented, and own validation and sign-off on automated outputs., • Own client engagement — Manage senior risk stakeholders, drive program roadmap, and be accountable for delivery. Qualifications: • Min. 4 years of consumer credit risk analytics experience at a bank or consumer lender, spanning portfolio analytics, credit strategy, performance reporting and risk appetite frameworks, • Proven ability to present and defend risk positions with senior stakeholders, • SQL (mandatory) / Python proficiency preferred, • Familiarity with modern data environments (Databricks/Snowflake) and experience guiding reporting automation or analytics modernization preferred

Job Title: CRE Debt Asset Manager Location: New York, NY 10036 Salary Range: $ 190000- $ 200000/Year Duration: Full-Time Perm Role Job Description Responsible for managing and monitoring commercial real estate (CRE) loan portfolios by overseeing loan reporting requirements, risk management, financial analysis, covenant testing, and regulatory reporting. Supports ongoing asset management activities through collateral monitoring, underwriting reviews, insurance compliance, borrower request analysis, and coordination with internal and external stakeholders to ensure portfolio performance and compliance with transaction terms. Key Responsibilities • Establish loan reporting dates and requirements at closing and manage the completeness and timely data entry into proprietary workflow platforms., • Proactively manage ongoing risks of individual loan positions, including monitoring collateral performance, asset integrity, compliance with transaction terms, insurance renewals, and performing full re-underwrites when necessary., • Produce quarterly underwriting assumptions and risk projections for loans within the CRE Lending portfolio and review findings with the loan management coverage team., • Spread borrower financials for covenant testing, ensuring analysis and supporting documentation are uploaded into proprietary systems., • Perform rent roll spreading and maintain accurate financial analysis records., • Update systems for ALAs, capital stack updates, metric threshold checks, and closing statements related to asset dispositions and partial paydowns., • Coordinate with servicers and external insurance consultants for timely receipt, review, and upload of annual insurance information., • Create preliminary Annual Review decks for each loan using updated underwriting and market information for Asset Management team review and completion., • Conduct technical reviews of draft appraisals and desktop appraisal reviews (DARs) to validate assumptions and cash flow analysis., • Analyze borrower requests for advances, releases, and extensions, providing recommendations to Asset Management leadership and escalating potential issues involving co-lenders when required., • Provide weekly updates on loan performance and key portfolio risks to CRE Lending Management and coordinate reporting with Global Asset Management and Credit Risk teams., • Support periodic risk reporting requirements for quarterly governance processes., • Prepare and coordinate periodic regulatory submissions with the global portfolio reporting team., • Gather market data and develop meaningful analysis to support portfolio risk management decisions. Qualifications & Skills • Minimum 5–7 years of experience in structured products, real estate origination, credit, risk management, or asset management., • Strong communication skills with the ability to coordinate effectively with global teams., • Strong technical and computer proficiency., • Excellent attention to detail and analytical capabilities., • Ability to prioritize and manage multiple tasks within tight deadlines., • Ability to execute established processes and procedures effectively. Benefits Disclosure: Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Equal Employment Opportunity: Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment: Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations: We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates: Under the San Francisco Location in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

Summary of Responsibilities: The Associate supports the Portfolio Monitoring & Solutions function by performing the day-to-day post-closing monitoring and control of BBVA's Structured Trade & Commodity Finance portfolio. The role is responsible for ensuring compliance with transaction documentation, monitoring collateral performance, validating borrower reporting and identifying emerging risks across a broad range of structured financing solutions. Working closely with Front Office, Credit Risk, Legal, Operations, Engineering, external service providers and clients, the Associate contributes to maintaining a robust portfolio monitoring framework while supporting portfolio reporting, process standardization and automation initiatives. List Major/Essential Job Duties: • Perform ongoing monitoring of Structured Trade & Commodity Finance transactions, including Commodity Borrowing Base Facilities, Inventory Finance, Warehouse Finance, Prepayments, Pre-Export Finance, Receivables Purchase Programs (RPP), Receivables Finance, Credit Insurance-backed transactions and other structured working capital facilities., • Review and validate borrowing base certificates, collateral reports, inventory reports, warehouse reports and borrower financial information., • Monitor collateral eligibility, advance rates, reserves, dilution, concentration limits, financial covenants and reporting requirements in accordance with transaction documentation., • Identify, investigate and escalate exceptions, covenant breaches, reporting deficiencies and emerging portfolio risks., • Review transaction documentation to understand collateral structures, security packages, insurance provisions, warehouse arrangements and monitoring obligations., • Coordinate with Front Office, Credit Risk, Legal, Operations, Engineering and external collateral managers to resolve monitoring issues and outstanding documentation requirements., • Support the onboarding of new transactions, amendments, renewals, refinancings and portfolio transfers by implementing monitoring requirements and controls., • Prepare and maintain portfolio monitoring reports, management dashboards and evidence repositories to support internal governance and decision-making., • Ensure timely receipt, validation and maintenance of borrower reporting and collateral information., • Contribute to the development, standardization and continuous improvement of monitoring procedures, governance frameworks and operating controls., • Support digitalization and automation initiatives by leveraging reporting and analytical tools such as Advanced Excel, Power BI, SQL, Python or similar technologies., • Maintain effective communication with internal stakeholders and clients while providing a high level of service and responsiveness. Level of Complexity and Risk Involved: The role operates in a dynamic and highly regulated environment involving complex structured financing transactions secured by commodities, inventories, receivables and other collateral assets. Responsibilities require interpreting sophisticated legal and credit documentation, analyzing collateral performance and exercising sound judgment when identifying exceptions or emerging risks. The Associate is expected to independently manage multiple transactions simultaneously while ensuring compliance with financing agreements, internal policies and regulatory requirements. Although major credit decisions remain with senior management and risk teams, the quality and timeliness of the Associate's monitoring activities are critical to the early identification of potential risks, protection of the Bank's collateral position and overall portfolio performance. The position requires frequent interaction with multiple internal and external stakeholders and the ability to prioritize competing deadlines in a fast-paced international environment. Skills, Knowledge, Abilities/Competencies: • Strong analytical and problem-solving skills., • Knowledge of Structured Trade Finance, Commodity Finance or Asset-Based Lending products., • Understanding of borrowing base methodologies and collateral monitoring principles., • Ability to interpret credit agreements, security documentation and transaction structures., • Knowledge of inventory finance, warehouse finance, receivables finance and structured working capital solutions., • Financial statement analysis and covenant monitoring capabilities., • Advanced Microsoft Excel skills., • Experience with Power BI, SQL, Python, Google Apps Script or other reporting and automation tools is preferred., • Strong organizational and time management skills with the ability to manage multiple priorities., • Excellent written and verbal communication skills., • High attention to detail and commitment to accuracy., • Ability to collaborate effectively across Front Office, Risk, Operations, Legal and external stakeholders., • Strong sense of ownership, accountability and professionalism., • Continuous improvement mindset with interest in process optimization and automation., • Ability to work independently while contributing effectively within a collaborative team environment., • Fluency in English is required; proficiency in Spanish is highly valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products that can deliver solutions for the most complex needs of its clients anywhere in the world. Within the CIB US Regulation and Internal Control (RIC) unit of a large global foreign bank branch, this role is part of the testing function under the global Non-Financial Risk (NFR) team within BBVA. He or she will assist in executing the testing program for the US Bank Branch and Broker Dealer within CIB, according to corporate guidelines and methodology. He or she will also help prepare the annual testing plan, perform reviews and assist with other risk management processes such as risk assessments, issue management, and/or reporting, among others. Responsibilities: • Assist the US Head of Testing in conducting a branch-wide risk analysis twice a year to identify areas of focus., • Assist the US Head of Testing in developing the annual Testing Plan and obtaining the appropriate Management approvals., • Coordinate and interact with a cross functional team of stakeholders across various seniority levels., • Conduct Testing reviews in accordance with the plan and the approved testing methodology., • Identify and test controls, identify issues, and execute Testing reviews with little or no supervision., • Provide timely status on his or her activities to the US Head of Testing., • He or she will be accountable for the reviews performed and assist the US Head of Testing with drafting Test reports., • Follow up on action plans resulting from Testing reviews, track committed deadlines and raise / escalate any delays., • Help to identify opportunities and propose continuous improvement ideas for the Testing function., • Assist in responding to both internal and external requests (e.g. Internal Audit, Regulatory requests). Requisites for the position: • Bachelor’s degree or equivalent academic experience., • At least 8–12 years of relevant experience in the financial services industry in one or more of the following areas: compliance testing or monitoring, internal audit, bank or financial-services regulatory examination/supervision, operational or non-financial risk, or a comparable independent assurance, risk, or control function., • At least 5 years of experience in a senior, lead, or similarly responsible capacity conducting or overseeing risk-based reviews, audits, examinations, testing, control assessments, or other assurance activities., • Knowledge of testing methodologies, frameworks, and industry practices., • Experience with preparation of quality workpapers and reports to Senior Management., • Understands regulatory expectations with respect to a testing team., • Strong analytical and oral/written communication skills., • Goal-oriented., • Ability to be a self-starter in a dynamic environment with limited supervision., • Spanish is a plus. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $160,000 to $175,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these position

Summary of Responsibilities: A Corporate Banking Senior Analyst is a member of a client-facing team within BBVA’s Corporate & Investment Banking division. The Senior Analyst’s primary responsibility is to support Relationship Managers in developing, marketing, and delivering the bank’s wide range of products and services to corporate clients across different Industries. The Senior Analyst will coordinate closely with Relationship Managers and product partners across the United States, Latin America, Europe and Asia to support transaction execution, including proposal preparation and liaising with Risk, Portfolio Management, Legal, Operations, and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution ● Identify and understand client needs, promptly responding to all client requests. ● Coordinate transaction closings, including management of all documentation and follow-up. ● Prepare for client meetings, including presentation materials, background information and call plans. ● Research and evaluate potential new client relationships. Risk/Reward Analysis and Decisions ● Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc. ● Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America. ● Participate in Credit Committees jointly with Relationship Managers. Internal Coordination and Problem Solving ● Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash Management, and the various teams in Spain and Latin America. ● Coordinate internal procedures with the Credit, Operational and Legal departments. ● Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development. Information Management and Reporting ● Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts. ● Ensure integrity of domestic/global profitability information gathering for internal team reporting. ● Maintain the Customer Relationship Management system for pipeline and profitability reporting. Level of Complexity and Risk Involved: ● The Senior Analyst position requires a high level of involvement and responsibility. Senior Analysts are responsible for a substantial amount of in-depth analysis and research and play a crucial role in deal execution and interaction with clients, especially as it relates to opportunities in Latin America. ● For the clients and workstreams they support, Senior Analysts play a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties: Senior Analysts play a critical and indispensable role as members of the Corporate Banking team. Senior Analysts support Global Relationship Managers in day-to-day activities, from client and industry analysis to working on live transactions and deal execution. Senior Analysts are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables. Additional expectations within the scope of the Senior Analyst role: ● Ability to interact and communicate effectively in English and Spanish (preferred but not required) with internal and external clients. ● Strong knowledge of finance and accounting. ● Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail). ● Successful interaction with the various product groups and colleagues in the USA and abroad. ● Ability to work under pressure. ● Develop solid knowledge of corporate banking products and services in the USA as well as transactional banking products and services in Latin America. ● Strong work ethic and high degree of proactiveness. Skills, Knowledge, and Abilities/Competencies: Technical Skills: ● Bachelor’s degree with 3 years minimum of work experience; MBA (preferred but not required). ● Fluency in English and Spanish (preferred but not required). ● Strong analytical and financial modeling skills. ● Advanced proficiency in Excel, PowerPoint, and AI-enabled tools to support analysis, research, content preparation, and day-to-day efficiency; Reuters and Bloomberg a plus ● Understanding of international economics and markets, especially Spain and Latin America. ● Credit Training a plus. Performance Skills: ● Excellent communication skills; ability to coordinate with people across different departments and regions (Clients, Product Specialists, Credit team, Corporate Banking, and local Relationship Managers). ● Ability to work under pressure. ● Strong attention to detail. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across senior bankers, junior bankers, product partners, Risk teams, and other internal stakeholders. ● Strong team player with a collaborative mindset, flexibility, and willingness to support others, contributing positively to the team’s collaborative culture. Management Responsibilities: Senior Analysts operate within a pool structure, working across different senior bankers, sectors, clients and assignments based on business priorities and staffing needs. This model is designed to provide broad exposure across the five industries in which our clients operate (Energy, Consumer, TMT, Industrials, and Infrastructure & Construction) while requiring the Senior Analyst to effectively manage multiple stakeholders, workstreams and competing priorities. Senior Analysts are expected to progressively deepen their knowledge of the industries and clients they support, take increasing ownership of assigned workstreams and client-related responsibilities, and proactively identify and follow up on potential business opportunities. Depending on experience, business needs and client exposure, Senior Analysts may also support selected client relationships on a more continuous basis. While the pool structure is intended to provide broad exposure across industries, increasing sector specialization is expected as bankers progress in seniority, allowing them to develop deeper industry expertise, stronger client knowledge and, over time, greater ownership of client relationships within a specific sector. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. East West Bank is committed to delivering customized financial solutions and trusted advisory support to clients across its U.S. and international network. The Bank’s success is built on long-term client relationships, disciplined credit execution, cross-border expertise, and a collaborative culture focused on helping clients grow and succeed. As part of East West Bank’s continued growth in syndicated finance and capital markets, this role will help expand the Bank’s ability to provide broader financing solutions, deepen lender relationships, and support strategic client opportunities. The SVP/Managing Director, Syndications will be responsible for leading the origination, structuring, execution, and distribution of syndicated loan transactions across commercial banking, corporate banking, sponsor finance, asset-based lending, and other capital markets opportunities. This individual will partner closely with Relationship Managers, Credit, Treasury, Legal, Operations, and senior leadership to deliver financing solutions that meet client needs while expanding East West Bank’s syndicated lending capabilities. This role requires a senior professional with deep credit markets expertise, strong lender relationships, and the ability to advise clients and internal stakeholders on capital structure, pricing, market conditions, lender appetite, and execution strategy. The SVP/Managing Director will play a key role in driving revenue growth, optimizing balance sheet utilization, expanding distribution capacity, mentoring junior team members, and strengthening East West Bank’s position as a trusted lead arranger and syndication partner. This role can be based out of our HQ office in Pasadena, or Orange County, Dallas, NYC or Chicago Responsibilities • Lead the origination, structuring, underwriting, pricing, syndication, and execution of syndicated credit facilities, including revolvers, term loans, acquisition financings, recapitalizations, refinancings, and other debt capital solutions., • Partner with Relationship Managers and product teams to identify financing opportunities, develop optimal capital structures, and jointly pitch syndicated loan solutions to existing and prospective clients., • Develop and execute syndication strategies that balance client objectives, market appetite, balance sheet utilization, risk management, portfolio diversification, and revenue generation., • Cultivate and maintain strong relationships with banks, institutional investors, private credit funds, alternative lenders, and other distribution partners to expand syndication capacity., • Advise clients and internal stakeholders on market conditions, lender demand, pricing trends, structural considerations, and transaction execution risks., • Oversee the preparation of syndication materials, including term sheets, confidential information memoranda, lender presentations, market updates, allocation recommendations, and transaction summaries., • Lead lender outreach, market soundings, bank meetings, commitment discussions, allocation strategy, negotiation, documentation review, and closing coordination., • Work closely with Credit, Legal, Treasury, Finance, Operations, and Agency teams to ensure transactions are structured, approved, documented, booked, and administered efficiently., • Support the development of syndications strategy, operating procedures, execution standards, lender coverage plans, and scalable infrastructure for a growing capital markets platform., • Represent the firm in lender meetings, client discussions, industry events, and market conversations to enhance the firm’s profile and deepen strategic relationships. Qualifications • Deep knowledge of syndicated lending, credit structuring, loan underwriting, pricing, documentation, capital markets execution, and lender distribution., • Demonstrated success originating, arranging, structuring, and executing syndicated loan transactions in a commercial banking, corporate banking, investment banking, or capital markets environment., • Established relationships with bank participants, institutional investors, private credit providers, alternative lenders, and other capital providers., • Strong understanding of credit risk, regulatory considerations, loan documentation, agency administration, portfolio management, and bank balance sheet dynamics., • Ability to assess market appetite, advise on transaction strategy, and communicate complex financing structures clearly to clients, lenders, credit partners, and executive leadership., • Strong leadership skills with the ability to manage deal teams, mentor junior professionals, coordinate cross-functional stakeholders, and drive accountability through closing., • Excellent written and verbal communication skills, including the ability to prepare high-quality pitch materials, lender presentations, credit-focused summaries, and executive-level updates., • Commercially minded, detail-oriented, proactive, and comfortable managing multiple complex transactions under time-sensitive conditions., • Experience across one or more lending verticals such as middle market C&I, sponsor finance, asset-based lending, fund finance, entertainment, healthcare, technology, real estate, or other specialty finance sectors is preferred., • Any other duties/projects as assigned Requirements • Bachelor’s degree in finance, business, accounting, economics, or a related field required; MBA or other advanced degree preferred., • 10+ years of relevant experience in loan syndications, leveraged finance, capital markets, corporate banking, commercial banking, investment banking, or related financial services roles., • Prior experience leading syndicated loan transactions and managing lender distribution processes is strongly preferred., • Proficient in Microsoft Excel, Word, PowerPoint, Outlook, • Experience with financial modeling, market data platforms, CRM systems, virtual data rooms, and loan agency or portfolio management systems preferred. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation: The base pay range for this position is USD $200,000.00/Yr. - USD $300,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

About Dwight Funding Dwight Funding is an asset-based lender for modern consumer brands, providing lines of credit from $1M to $20M to DTC, CPG, food and beverage, beauty, wellness, and other high-growth businesses. Our team of recovering bankers and consultants is powered by Atlas, our proprietary platform, and we are building technology that makes lending more human, not less. About the Role We’re looking for an exceptional Product and Strategy Manager to join our growing team, someone who sits at the intersection of engineering, strategy, and AI-native product thinking. This is not a traditional product role. We want a builder and a strategist: someone who understands systems deeply and has sharpened their thinking in a demanding consulting environment. You will work closely with our Tech Lead to help coordinate a small team of developers: you own the what, why, and when, and engineering owns the how and the deploy. You will own our product roadmap end-to-end, drive AI integration across Atlas, our proprietary lending platform, and bring a forward-thinking, first-principles approach to every initiative. If you’ve gone from consultant → operator → strategist, or some permutation thereof, we want to talk. Duties and Responsibilities • Define and own Dwight Funding’s AI product strategy, identifying high-leverage opportunities to embed AI/ML into underwriting, client workflows, and internal operations; engineering owns the architecture, • Own the product roadmap and backlog with a bias toward measurable business impact; set release priorities and make the go/no-go call on each release together with the Tech Lead, • Write clear product requirements, user stories, and acceptance criteria; bridge the gap between engineering reality and business need, • Bring good taste and a strong point of view on UX/UI; you hold a high bar for clean, intuitive product experiences and can defend design decisions with clear reasoning, • Partner directly with engineers - you understand their world and can go deep on technical architecture, APIs, and data pipelines when needed, • Own acceptance testing on PR preview environments and sign off on release candidates with rigor and speed, • Identify, prototype, and evaluate AI tools and workflows (LLMs, automation, intelligent data extraction) to enhance platform capabilities, • Define and track key product KPIs; use data to continuously sharpen prioritization and strategy, • Apply structured problem-solving and frameworks to ambiguous challenges, from competitive positioning to build-vs-buy decisions, • Translate complex platform capabilities into clear narratives for clients, investors, and non-technical stakeholders, • Represent Dwight Funding in the fintech and AI product community About You • Technical fluency required: you understand the fundamentals of coding, data systems, and UX/UI design; you can review technical specs and architecture diagrams and are comfortable partnering closely with engineers; fintech experience preferred, • Hands-on with code: you use Claude Code day to day, push code yourself, and can read a diff or pull request and explain what it changes, • Consulting pedigree preferred: experience at a top-tier strategy or consulting firm (such as McKinsey, Deloitte, BCG, or Bain) or a comparable firm where you developed structured thinking, executive communication, and the ability to operate across ambiguous, high-stakes environments, • AI-native mindset: you actively use AI tools in your daily workflow, have experience integrating LLMs or ML models into products, and think instinctively about where AI creates leverage, • 4–8 years of combined experience across engineering, consulting, and/or product roles; we care more about the depth of your experience than the exact sequence, • Hands-on experience with Asana, Figma, GitHub (pull requests, Actions/CI results, preview builds), Claude Code, Box, Google Suite or equivalent tooling, • Strong command of iterative product development - you know how to move fast, ship, and keep cross-functional teams aligned with lightweight process and a predictable release rhythm, • Exceptional analytical and communication skills; you can go from a data model to a board-ready slide and back, • Thrives in fast-paced, small-team environments where ownership is total and ambiguity is the norm, • Bachelor’s degree required; backgrounds in business, finance, technology, or a quantitative field preferred; advanced degree is a plus. Location and Compensation New York office, full time, with a flexible hybrid work model. Salary range: $130,000-$160,000, based on the role’s function, level, and benchmarks against similar companies. Final offer amounts are determined by skills, job-related knowledge, and depth of experience. Benefits include medical, dental, HSA, 401k, PTO, a commuting stipend, daily lunch catering, an in-office gym, and a 1-month paid sabbatical after 5 years.

Summary of Responsibilities: The Analyst will support the US Corporate Debt Advisory team (specifically the Corporates segment), which opines on the various capital structures and financing alternatives available to corporate clients across a range of sectors, vis-à-vis their strategic objectives. The analysis is conducted via a variety of technical tools and models developed internally by the team. Examples of specific analysis include M&A capacity, shareholder returns, indicative credit ratings, cost of capital, and product agnostic advisory regarding various debt and equity solutions. The Analyst will support senior members of the team by working on financial models and preparing client marketing materials in which the analytical conclusions are provided. The Analyst will also work closely with other products and teams - Corporate Lending, and Debt Capital Markets teams - in preparing comprehensive pitch books. Essential Job Duties: • Manipulation of financial models to project financial statements and key credit metrics, • Identification and synthesis of industry research, • Preparation of various marketing materials for client pitches, • Maintenance and improvement of analytical tools and templates, • Data management Moderately complex responsibilities, with a critical component being the financial modeling and preparation of client pitch books – both are iterative processes that require a high attention to detail. Education • Bachelor’s Degree in Economics, Accounting, Finance, Math, Engineering, or related field Skills, knowledge, and abilities/Competencies: • Comfort with accounting and financial statements, • Previous experience with financial models is a plus, • A high attention to detail, • Excellent communication and presentation skills, • Strong organizational skills to manage tight deadlines and complex projects, • Ability to work in a team environment and be flexible in terms of responsibilities, • Fluent in English. Working knowledge of Spanish is a plus, but not required, • Advanced Excel (e.g. ability to rapidly audit, understand and edit Excel formulas such as IF statements), and PowerPoint (e.g. ability to rapidly create, update and format slides containing charts and tables, in an error-free and highly polished manner), • SIE and Series 79 (must be obtained within six months) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $100,000 to $110,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Relationship Manager will be responsible for assisting in managing project finance client relationships, originating new project finance opportunities, and coordinating business strategy. The Project Finance AVP / VP will be directly responsible for underwriting and credit monitoring of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes. Responsibilities • Assist Relationship Managers in managing client relationships and originating new opportunities, • Coordinate and develop business strategies and means to achieve fee, loan and deposit targets, • Assist Relationship Managers in underwriting and managing transactions according to the Bank established guidelines and policies, • Responsible for credit risk and quality of the portfolio, • Ongoing monitoring of credit/covenant compliance, • Analyze and create financial loan memorandums to generate new loans and modifications., • Ensure compliance with EWB regulatory and credit requirements, • Develop problem loan credit solutions, • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines, • Review legal documentation for accuracy and compliance with approval requirements, • Perform other administrative duties required for the maintenance of a portfolio of clients, • Maintain knowledge of market conditions, • Perform other duties as assigned Qualifications • Strong knowledge of non-recourse project finance debt structures, • Good Knowledge of the financial institution’s commercial and consumer lending procedures, • Ability to understand and advise on complex financial proposals., • Strong interest in business development, • Plenty of drive, initiative and motivation, • Flexible and adaptable to a dynamic environment, • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills., • Strong Excel skills. Education and Experience: • Bachelor’s degree in Finance, Economics or Accounting required; MBA preferred., • At least two years of experience in Project Finance. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $100,000.00/Yr. - USD $175,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Ideally, we are looking for a finance professional with syndication experience who can be plug-and-play on day 1. In addition, IB and DCM backgrounds can be complementary, with Originations as well. Furthermore, a CRE and/or Healthcare CRE background can be viable candidates if they have led deals in the marketplace. Syndicated Lending The Associate will partner closely with senior members of the structured lending and capital distribution team to support the execution of syndicated and participated credit facilities. This role is responsible for assisting with the structuring, coordination, marketing, and distribution of commercial lending transactions across a broad range of industries and asset classes. The position supports portfolio management objectives by helping manage exposure levels on complex credit transactions and facilitating relationships with external lending partners and institutional participants. Key Responsibilities • Assist with the execution and administration of syndicated and participated lending transactions from initial underwriting through closing and post-close servicing., • Support both primary market distribution activities and secondary loan participation opportunities generated internally or through external lending relationships., • Prepare transaction-related materials including lender presentations, executive summaries, financial analysis, marketing packages, and informational memoranda., • Coordinate and maintain virtual data rooms and due diligence documentation for transaction participants and counterparties., • Communicate with internal stakeholders, borrowers, and external financial institutions throughout the transaction lifecycle., • Conduct financial analysis, underwriting support, industry research, exposure monitoring, and portfolio reporting related to syndicated credit opportunities., • Assist with transaction modeling, pipeline tracking, and preparation of presentation materials for prospective lending opportunities., • Partner with operational and servicing teams to ensure transactions are accurately documented, booked, and maintained within internal systems., • Identify opportunities to broaden client relationships through additional treasury, capital markets, or financial service solutions., • Support ongoing monitoring of counterparty exposure levels and transaction-related risk considerations in coordination with internal risk management teams., • Assist in the review, drafting, and negotiation of credit agreements and supporting legal documentation alongside internal and external counsel., • Utilize various third-party financial platforms and reporting tools as part of day-to-day transaction management responsibilities., • Participate in team initiatives, market updates, internal training efforts, and process improvement projects as needed. Qualifications Required Skills • Strong analytical and financial modeling capabilities., • Effective negotiation and relationship management skills., • Ability to manage multiple transactions and deadlines simultaneously., • Strong written and verbal communication skills across all organizational levels., • Advanced proficiency with Microsoft Office applications, particularly Excel and PowerPoint., • Strong interpersonal skills with the ability to interact professionally with clients, lenders, legal counsel, and internal business partners., • Effective organizational and time management abilities., • Strong presentation and problem-solving skills. Preferred Experience • Minimum of 3 years of experience in commercial lending, structured finance, credit underwriting, syndicated finance, or related financial services environments., • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline preferred., • Formal credit training or prior experience supporting middle-market or institutional lending transactions is a plus., • Industry licensing or securities registration experience preferred but not required.

Employer Summary: Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: Octagon is seeking an Investment Risk professional to support portfolio construction, portfolio risk analysis, and investment decision-making across the firm's investment platform. The ideal candidate has a strong working knowledge of leveraged loans, high yield credit, and preferably CLOs. The successful candidate will work closely with the Risk, Portfolio Analytics, and Investment Teams to analyze portfolios, assess risks and opportunities, and provide analysis and recommendations that support portfolio construction and investment decisions. The role does not have investment discretion and is not a traditional risk oversight or monitoring function. Rather, the position combines investment risk analysis, portfolio analytics, and market knowledge to evaluate portfolio positioning, assess trade-offs, and provide insights to Portfolio Managers and Senior Management. Depth of understanding of the credit markets and key investment risk concepts is critical. The candidate should have superior analytical and data manipulation capabilities, including SQL and proficiency in a statistical or analytical language such as Python, R, or MATLAB, as well as experience using data visualization tools. Use of AI-enabled tools is expected and encouraged. Essential Duties and Responsibilities: Working with the Chief Risk Officer, Portfolio Managers, and the Portfolio Analytics team, the successful candidate will: • Research and analyze portfolio construction, positioning, and risk exposures, and provide Portfolio Managers with analysis and insights on position sizing, diversification, risk budgeting, portfolio construction trade-offs, and relative positioning versus benchmarks and peers., • Develop and enhance the firm's scenario analysis, stress testing, and portfolio risk analytics capabilities, including selecting and implementing methodologies appropriate for different portfolios and stakeholders., • Analyze CLO structural risk, including coverage test cushions, par build dynamics, collateral quality metrics, reinvestment considerations, amortization profiles, and tranche subordination., • Develop and refine performance attribution frameworks and analysis across investment strategies, helping identify drivers of returns, sources of underperformance, and insights relevant to portfolio positioning and construction., • Evaluate portfolio concentrations, risk exposures, and adherence to investment guidelines and limits, identifying areas that warrant further review or action., • Evaluate and apply appropriate risk measures and analytical frameworks to assess portfolio, credit, market, interest rate, liquidity, concentration, and geopolitical risks across the firm's investment portfolios., • Prepare portfolio risk reporting, contribute to portfolio review discussions with Portfolio Managers and parent company stakeholders, and communicate analysis and conclusions clearly to a range of audiences., • Support the evaluation and development of new investment products, strategies, and analytical capabilities., • Proactively take on ad hoc projects and provide support for new business initiatives, as needed. Areas of Knowledge, Skills, and Abilities/Qualifications: • 6+ years of relevant experience, ideally at an asset manager, CLO manager, investment bank, or rating agency, • Deep knowledge of leveraged loans, high yield, private credit, or structured credit, including how credit risk shows up at the portfolio level; working knowledge of CLO structural mechanics (coverage tests, collateral quality tests, par build, waterfall dynamics) is a strong plus, • Strong understanding of investment risk concepts and methodologies across market, portfolio, interest rate, and liquidity risk, including both forward-looking and realized risk analysis., • Ability to independently conduct analysis, form conclusions, and communicate implications for portfolio management., • Strong working knowledge of performance attribution and portfolio risk analysis; portfolio construction or risk budgeting experience in credit is a strong plus, • Able to form independent views, communicate them effectively, and engage constructively with Portfolio Managers and senior management on investment and portfolio risk matters., • Superior analytical and data manipulation capabilities: SQL, plus proficiency in a statistical or analytical language such as Python, R, or MATLAB; experience with data visualization tools and with Bloomberg, FactSet, RiskMetrics, Intex, or Kanerai, • Experience using AI-enabled tools in analytical work., • Comfortable discussing complex topics with senior management and with colleagues across the firm and its affiliates., • Work well independently and across teams, and handle shifting priorities without losing accuracy., • A strong commitment to Octagon's core values of honesty and integrity, including compliance with all applicable rules, regulations, and legal requirements. Potential Compensation and Benefits Offerings: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

About the Program Our 2027 Summer Analyst Program offers an immersive, hands-on experience designed to provide deep exposure to global finance and corporate advisory. As a Summer Analyst, you will participate in a multi-disciplinary rotational framework across key client-facing and product teams within Investment Banking & Finance. You will work alongside senior industry experts, gain active deal exposure, and build the analytical foundation required for a full-time career in finance. Key Rotational Areas During the program, candidates will rotate through specialized groups across our Investment Banking division, advising clients on complex financing, capital structure, and strategic transactions. Rotations include: • Corporate Lending: Structuring and underwriting credit solutions for corporate clients across various industries., • Fund Finance: Providing tailored credit facilities and financing solutions to private equity and venture capital funds., • Project Finance: Evaluating and financing large-scale infrastructure, energy, and capital projects., • Real Estate Finance: Analyzing data center and commercial real estate financing, property valuations, market analysis, and debt structuring., • Debt Advisory: Helping clients optimize capital structures, navigate debt markets, and execute refinancing strategies., • Project Advisory: Advising sponsors on the viability of new clean energy projects, capital structures, equity and debt raising., • Securitization: Structuring asset-backed securities and managing asset-based financing pipelines., • Portfolio Monitoring: Tracking credit performance, managing risk exposures, and analyzing post-execution deal performance. Core Responsibilities • Perform financial modeling, valuation analysis, and credit assessment for live transactions., • Assist in preparing client pitch books, investment memos, and transaction presentations., • Research market trends, macroeconomic conditions, and industry benchmarks to support advisory teams., • Conduct due diligence and analyze financial statements, cash flows, and capital structures., • Collaboratively engage with cross-functional teams to execute client mandates. Qualifications • Currently pursuing a Bachelor’s degree with an expected graduation date between December 2027 and June 2028., • Strong quantitative, analytical, and critical thinking skills., • Demonstrated interest in corporate finance, financial markets, and advisory work., • Proficiency in Microsoft Excel, PowerPoint, and Word., • Exposure to AI tools a plus, • Exceptional communication skills with the ability to work collaboratively in a fast-paced team environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

ABOUT CRÉDIT AGRICOLE CIB Crédit Agricole CIB is the Corporate and Investment Banking arm of the Crédit Agricole Group, the 10th largest banking group worldwide by balance sheet size (The Banker, 2022). The Bank offers clients a broad range of products and services across capital markets, investment banking, structured finance, and corporate banking. As the No. 1 retail bank in France, Crédit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe — committed to building a world-class European leader in banking and insurance in accordance with the UN Global Compact. US ANALYST PROGRAM SUMMARY The U.S. Analyst Program offers recent college graduates the opportunity to actively participate in investment banking within a high-profile department at Crédit Agricole CIB. Analysts receive the tools and mentorship needed for professional growth and career advancement. The program runs for a maximum of two years, with the goal of converting top performers into full-time employees. DIVISIONAL OVERVIEW The Energy and Real Assets team originates and structures complex financings with deep expertise across energy, infrastructure, transportation, real estate, and lodging sectors. As part of the Energy & Infrastructure Group, the US Analyst will be a member of the Project Finance Lending team in New York City, covering the North America region by supporting new deal opportunities (Origination) and the team head. The split could be equally balanced or vary as required. RESPONSIBILITIES • Play a role on deal teams for transactions in the energy and infrastructure sectors (including solar, wind and battery power generation projects as well as infrastructure projects) by supporting deal team members., • Support the team head, • Complete project annual reviews, including internal worksheets and applications (rating grid, environmental screening, profitability calculation, KYC forms, and other compliance items), • Assist in building Power/Infrastructure databases to identify industry trends, • Participate in special projects and ad hoc analysis, • Support preparation of credit applications, including transaction descriptions, key feature summaries, and risk analysis, • Conduct detailed financial modeling and valuation analyses, • Liaise with internal and external stakeholders, including middle/back office, agent banks, and participating banks involved in loan portfolio management, • Respond to internal requests from audit, internal control, and new activity/product and operational process committees, • Support KYC, client onboarding, and compliance efforts MINIMUM QUALIFICATIONS • Recent college graduate with 0–1 years of experience in Finance or a related field, • Candidate must be eligible to work in the US, • Must not require visa sponsorship for U.S. employment now or in the future (OPT, F-1, etc.) PREFERRED QUALIFICATIONS • Familiarity with energy and infrastructure projects, • Excellent written and oral communication skills, • Proficiency in Microsoft Office, with strong Excel skills, • Familiarity with financial modeling

Client Partner – Digital Services (BFSI) Location: Jersey City, NJ/New York, NY/ Boston, MA Who are we? For the past 20 years, we have powered many Digital Experiences for the Fortune 500. Since 1999, we have grown from a few people to more than 5000 team members across the globe that are engaged in various Digital Modernization. For a brief 1 minute video about us, you can check _. What are we looking for? 1. Role Overview We are seeking a highly tactical, commercially driven Client Partner to own the operational management, retention, and execution-focused expansion of an established US $15M to $30M+ digital services portfolio within the Banking, Financial Services, and Insurance (BFSI) vertical. This role is strictly farming-oriented, built for an execution specialist who excels at turning existing customer footprints into wider delivery pipelines. The successful candidate will directly own the end-to-end RFI/RFP bid machinery, lead complex commercial modeling, draft precise Statements of Work (SOWs), and orchestrate structured account mining operations. 1. Core Account Execution Responsibilities Bid Engine & Proposal Execution • RFI & RFP Ownership: Act as the absolute owner and primary writer for all Request for Information (RFI), Request for Proposal (RFP), and RFQ responses issued within the assigned account base., • Solution Structuring Coordination: Partner closely with technical architects and delivery leads to translating complex engineering inputs into high-impact, compliant commercial proposals., • Bid Velocity Management: Establish a disciplined, repeatable bid management cadence to meet strict client submittal deadlines with high-quality, customized response materials. Commercial Architecture & Deal Engineering • Contract Construction: Draft, review, and finalize technical Statements of Work (SOWs), Master Services Agreements (MSAs), and formal Change Requests (CRs) without baseline template drift., • Financial Modelling & Pricing: Build and execute precise pricing models covering multiple engagement constructs (Time & Materials, Fixed Price, Managed Services, and Milestone-based outcomes)., • Portfolio Margin: Rigorously manage financial metrics including gross margin percentage, resource pyramid distribution, and average bill rate maximization across all active workstreams. Tactical Account Mining & Stakeholder Mapping • Account Organization Mapping: Proactively build comprehensive stakeholder maps across the client organization, identifying buyer hierarchies, decision-making nodes, and adjacent unmapped business units., • Pipeline Injection: Convert operational delivery achievements and technical wins into pipeline expansion by methodically introducing cross-functional digital capabilities (Cloud, Data, AI/ML, and Core Modernization)., • Transaction-Driven QBRs: Design, prepare, and host outcome-based Quarterly Business Reviews (QBRs) that move beyond general status updates and focus on locking in concrete commercial backlogs. Account Operations & Forecasting • Demand Forecasting: Maintain an accurate rolling forecast of resource demand, skill dependencies, and budget depletion rates to ensure seamless onboarding., • Forecast Accurate revenue and hit the revenue targets., • CRM & Pipeline Integrity: Maintain absolute data hygiene within internal CRMs, ensuring accurate tracking of active opportunities, pursuit velocity, and deal values. 1. Required Qualifications & Execution Capabilities • Experience Footprint: 12-15+ years of account management, bid execution, or commercial consulting experience within the IT professional services sector, with at least 6+ years managing large-scale US BFSI client environments., • Portfolio Track Record: Proven history of managing and executing growth within established accounts representing an aggregate portfolio size of US $15 Million to $30 Million+., • RFP Expertise: Demonstrable excellence in directly running complex RFI/RFP bid response cycles, resulting in multi-million-dollar contract awards within existing frameworks., • Commercial Fluency: Expert-level understanding of professional services deal structuring, financial margin math, resource pyramid balancing, and SOW construction., • Domain Mastery: Comprehensive knowledge of US BFSI structures, including compliance environments (e.g., GLBA, PCI-DSS, SOC2) and legacy modernizations across retail banking, lending, or insurance., • Communication: Superior executive communication skills, with a track record of driving business outcomes during highly transactional negotiations. Education: Bachelor’s degree in business, Computer Science, or related field; MBA preferred. 1. Key Performance Indicators (KPIs) • Portfolio Growth:, • Bid Conversion Rate, • Profitability:, • Forecast Accuracy:

Fund Controller – Private Credit & Portfolio Analytics Location: New York, NY Schedule: Hybrid; four days per week in office Experience: 6–8 years preferred We are partnering with an alternative investment manager seeking a Fund Controller for its U.S. debt platform. This opportunity combines fund accounting and financial reporting oversight with portfolio analytics, performance reporting, valuation support, and liquidity planning. Working closely with the investment team and partners across Treasury, Valuation, Investor Relations, Tax, and Legal, this individual will connect financial reporting with investment performance and deliver actionable insights to investors and senior leadership. A third-party administrator handles much of the underlying accounting and financial statement preparation, allowing this role to focus on review, controls, analysis, and accountability. Key Responsibilities • Oversee quarterly and annual fund reporting, reviewing administrator-prepared NAV packages, financial statements, investor capital accounts, and supporting schedules., • Review loan accounting, management fees, investor allocations, preferred returns, and carried interest calculations., • Manage administrator relationships and coordinate annual audits and tax-related deliverables., • Maintain fund and investment return models, including IRR, MOIC, levered and unlevered returns, and gross-to-net analyses., • Analyze portfolio performance, yields, concentrations, maturities, leverage, and the impact of repayments, defaults, restructurings, and valuation changes., • Support valuation processes, business planning, cash flow forecasting, and liquidity analysis., • Coordinate capital calls, distributions, investment fundings, and credit facility activity., • Prepare investor and management reporting and support fundraising materials, due diligence requests, and portfolio updates., • Improve reporting processes, analytical tools, automation, and financial controls. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field., • Approximately 6–8 years of relevant experience in private funds, fund finance, portfolio analytics, alternative investments, or public accounting., • Strong knowledge of private fund accounting, NAV, capital accounts, allocations, management fees, and waterfalls., • Advanced Excel and financial modeling skills, including cash flow forecasting and investment return analysis., • Experience with private credit, lending funds, or commercial real estate debt is a plus., • CPA and/or Big Four experience preferred., • Experience overseeing a third-party fund administrator and supporting valuations preferred., • Strong communication skills and the ability to translate financial results and portfolio trends into clear reporting., • Ability to work independently, manage competing deadlines, and partner effectively across investment and finance teams. This is an opportunity for a hands-on fund finance professional who enjoys both accounting oversight and forward-looking investment analysis.

NAV lending went from a niche product to the fastest-growing corner of fund finance in about three years, and the lender side associates who can paper a NAV facility from scratch are now scarcer than the deals. A Global 100 firm with a market-leading fund finance practice is hiring associates (2–6 years) in New York. Cravath scale — $235K–$390K depending on class year. You'd represent banks, alternative lenders, and investment vehicles on the lender side of highly structured, bespoke financings across asset classes — drafting the documents, not just running the checklist — in a group that's growing fast enough that mid-levels get real deal responsibility early. The work includes: • Subscription line and NAV facilities for private equity, credit, and secondaries funds, • Asset-backed and secured lending across a range of fund and portfolio structures, • Hybrid and bespoke facilities, including GP and management company financings, • Derivatives and structured transactions layered onto fund financings What you bring: • 2–6 years of fund finance, secured lending, structured finance, or derivatives experience, • Reps drafting credit agreements, security documents, and related deal documents on complex financings, • Real appetite for structured, non-template work, • New York bar admission or eligibility What you get: • A lender-side fund finance platform that keeps growing through the cycle, since sponsors need liquidity whether or not exits are happening, • A specialized, portable skill set with direct in-house paths at banks, credit funds, and secondaries managers, • Cravath scale ($235K–$390K depending on class year), plus bonus eligibility Apply here directly or send your resume confidentially to srushing@laterallink.com

About Glide Americans reported a record $20.9 billion in cybercrime losses to the FBI in 2025, up 26% year over year. AI-related fraud accounted for $893 million of that, the first time the FBI tracked it separately. SMS codes, passwords and security questions all rely on something a person can be tricked into giving away. Glide replaces them with the cryptographic key already in every SIM, verified through the mobile carrier. The result is authentication and identity that can't be phished. We are live across the major US carriers and in production pilots with Tier-1 fintech and payments companies. Our platform spans SIM-based authentication (MagicalAuth), phishing-resistant passkeys (SuperPasskey) and reusable verified identity (GlideID Wallet). The role As our first Account Executive, you'll take Glide to US financial services: banks, payments, crypto, lending, wealth management and brokerage. You'll sell to product, fraud and security leaders. The territory is greenfield, with no inherited book and no territory split. The product is in production and the playbook and ICP are in place, so your job is to sell from week one and help build the sales team that follows. What we expect Month one: You're meeting customers from your first week, running live deals and building your own pipeline within the month. By day 90: Your qualified pipeline is at least equal to your full year-one target, deals are at proposal stage, and the playbook has improved based on what you've learned in the field. What you'll do • Own deals end to end, from first outreach to signature, working alongside a leadership team that also sells, • Generate your own pipeline and act as your own SDR until you hire one, • Lead complex enterprise processes across multiple stakeholders, security reviews, procurement and legal, • Spend as much time with customers as possible. You're based in our New York office, but we want you at customer sites and industry events, • Bring market feedback to the product team What you bring • 5+ years closing enterprise deals in regulated financial services, with a verifiable track record, • Experience selling identity, fraud, authentication or security to banks, fintechs or crypto companies, • Hands-on experience using AI tools to improve go-to-market work, including research, prospecting, deal execution and forecasting, • Drive to build a new market from a blank territory Compensation • $350K OTE with uncapped commission, • Top-quartile founding equity, • If you beat your target, you choose how you're paid for it: take the extra commission in cash, or convert part of it into additional equity, • A generous AI and sales-tech budget How we work We're a small team that runs on AI agents. We believe the best companies will be built by a few people working with a lot of agents, and that's how we run Glide. Glide Identity is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.

Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

Our client, a well known regional bank, is seeking an experienced Loan Workout department manager to lead its loan workout, special assets, and recovery activities. This is a key managerial role with responsibility for overseeing a portfolio of distressed, criticized, and non-performing commercial credits while developing and executing strategies to maximize recoveries, manage risk, and protect the Bank's financial interests. Key Responsibilities • Lead and manage the Bank's Loan Workout & Asset Recovery team, including portfolio management, staffing, performance management, and professional development., • Oversee a portfolio of criticized, classified, non-performing, and otherwise distressed commercial loans and related assets., • Develop and execute comprehensive workout and resolution strategies designed to maximize recovery while appropriately managing credit, legal, reputational, and operational risk., • Evaluate borrower financial condition, collateral values, guarantor support, repayment capacity, liquidity, and other relevant factors in determining appropriate resolution strategies., • Lead negotiations involving loan modifications, restructurings, extensions, settlements, forbearance arrangements, asset sales, and other resolution alternatives., • Direct the management and disposition of commercial real estate, business assets, and other collateral when recovery strategies require liquidation or foreclosure., • Work closely with outside counsel, receivers, appraisers, brokers, consultants, and other third-party professionals involved in the resolution of troubled assets., • Provide senior management and executive leadership with clear assessments of portfolio risk, expected recoveries, resolution timelines, and potential loss exposure., • Prepare and present recommendations regarding significant credits, workout strategies, charge-offs, reserves, settlements, and other material decisions to appropriate credit and executive committees., • Maintain strong documentation and oversight of workout strategies, borrower communications, negotiations, collateral, legal proceedings, and resolution activities., • Monitor portfolio performance and develop reporting and analytics regarding criticized assets, non-performing loans, recoveries, charge-offs, and workout outcomes., • Partner with Credit Risk, Commercial Banking, Credit Administration, Finance, Legal, Audit, and Compliance to ensure appropriate governance and control of problem assets., • Ensure workout activities are conducted in accordance with Bank policies, applicable laws and regulations, and sound banking practices., • Identify emerging portfolio trends and recommend enhancements to credit administration, risk management, and problem-loan processes., • Serve as a subject-matter expert and senior escalation point for complex or sensitive credit situations., • Foster a culture of accountability, sound judgment, collaboration, and disciplined risk management. Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field; advanced degree or relevant professional designation is a plus., • 10+ years of progressively responsible experience in commercial banking, commercial credit, special assets, loan workout, restructuring, or asset recovery., • Significant experience managing complex commercial and/or commercial real estate credits., • Demonstrated experience leading loan workouts, restructurings, settlements, foreclosures, liquidations, or other recovery strategies., • Prior management or team leadership experience, with the ability to develop and lead experienced professionals., • Strong understanding of commercial lending, credit analysis, collateral valuation, loan documentation, and credit risk management., • Experience negotiating with borrowers, guarantors, attorneys, investors, and other stakeholders., • Strong financial analysis and problem-solving capabilities., • Excellent written, verbal, negotiation, and presentation skills., • Ability to exercise sound judgment and maintain confidentiality when dealing with sensitive borrower and credit matters., • Strong understanding of banking policies, regulatory expectations, and risk management principles related to distressed and classified assets. Leadership Profile Our client is seeking a pragmatic and commercially minded leader who can navigate complex credit situations with professionalism, discipline, and sound judgment. The ideal candidate will be an accomplished workout professional who is equally comfortable analyzing a balance sheet, negotiating with a borrower, presenting a recommendation to senior executives, and coaching a team. The successful candidate will demonstrate: • Strong executive presence and credibility with senior stakeholders., • Exceptional negotiation and relationship-management skills., • A disciplined approach to risk assessment and problem resolution., • The ability to make thoughtful decisions in ambiguous and time-sensitive situations., • Strong commercial judgment and understanding of borrower behavior and business dynamics., • A collaborative leadership style and commitment to developing talent., • High integrity and discretion in managing confidential matters.

Senior Product Manager, Noetica Financial Services Lead product strategy and market expansion for Noetica, Thomson Reuters' AI-powered deal intelligence platform. This role will define the roadmap for bringing Noetica's deal-term intelligence capabilities to Financial Services customers, including fund managers, credit managers, private equity firms, and corporate treasury teams. Responsibilities include: • Owning product vision and roadmap, • Launching and scaling a new market segment, • Working with financial services customers to understand credit risk and deal-structuring workflows, • Driving data and analytics product development, • Partnering with engineering, data, sales, and go-to-market teams Required Experience • 5+ years Product Management, • B2B data, analytics, fintech, or financial services products, • Product strategy and roadmap ownership, • Financial services domain knowledge (credit risk, lending, capital markets, private equity, treasury), • Data-intensive or analytics product experience Eligible office location(s) for this role include one or more of the following: New York City, San Francisco, Los Angeles, and/or Irvine, CA; McLean, VA; Washington, DC. The base compensation range for the role in any of those locations is $137,900 USD - $256,100 USD. For any eligible US locations, unless otherwise noted, the base compensation range for this role is $119,700 USD - $222,300 USD. For Ontario, Canada, the base compensation range for this role is $126,000 CAD - $176,000 CAD

We are seeking a dynamic, results-oriented Inside Sales Representative (ISR) to join our high-growth technology sales team. The ideal candidate brings a strong background in technology finance from a captive, bank-owned, or independent finance company. In this pivotal role, you will act as a key program manager, supporting our technology sales and business development teams to nurture and expand both new and existing OEM and reseller partnerships. This position reports directly to the Deputy CEO and is based in our Jersey City, NJ office. Essential duties and responsibilities • Drive Growth: Fuel profitable sales performance by supporting originations with existing partners and actively prospecting for new relationships., • Manage Key Accounts: Serve as the primary point of contact and lead program manager for assigned vendor accounts., • Analyze & Report: Deliver monthly reporting, provide accurate forecast information, and maintain meticulous records within Salesforce., • Structure & Close Deals: Price, structure, and close transactions, while pre-screening customer financial applications for credit review., • Collaborate Globally: Support the Field Sales team with credit submissions, document requests, and fundings., • Optimize Processes: Partner with cross-functional teams to streamline program processes and participate in strategic projects focused on continuous process improvement Qualifications • Experience: Minimum of 3 years of successful sales experience in leasing and equipment finance., • Education: Bachelor’s degree in finance, business, or a related field., • Industry Expertise: In-depth knowledge of leasing and lending products, processes, tools, and the overarching technology finance ecosystem., • Relationship Building: Proven track record of successfully contributing to and growing vendor relationships within a captive, independent, or bank-owned technology finance platform., • Financial Acumen: Strong understanding of credit analysis, as well as lease, loan, and payment plan documentation., • Analytical Skills: Ability to confidently structure both standard and complex financial product offerings., • Tech Savvy: Functional proficiency in Salesforce (CRM) and TValue., • Soft Skills: Exceptional relationship-building, problem-solving, and influential communication skills, with an unwavering attention to detail., • Adaptability: Ability to thrive and maintain high productivity in a fast-paced, dynamic environment., • Mobility: Willingness to travel as needed for client meetings, industry events, and conferences. What We Offer BPCE Equipment Solutions offers a collaborative, professional, and supportive working environment where your contributions are directly felt. We offer competitive compensation, comprehensive benefits, and a dynamic office environment in vibrant Jersey City. The salary range for this position will be between $100,000 - $120,000. We are required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. BPCE Equipment Solutions also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

Duration: 12+ Months Business Overview: • Global Banking Americas Operations mission is to be a valued PARTNER to our internal and external clients, providing the highest quality support and levels of customer service. One of it’s major mission is Transformation & Automation of operational platform and instilling a culture of continuous improvement., • Operations is committed to the CODE of CONDUCT and takes pride in the professional and respectful execution of its responsibilities. Global Banking Operations (GBO) is one of the largest cluster within CIB Americas Operations function; and it is responsible for managing Middle Office & Back Office operations. GBO consists of teams such as, Trade Finance Operations, Lending Operations, Credit Middle Office, Transversal Services and Production Support., • GBO teams work closely with our business partners and global teams, as part of the global team, to process and understand requirements from clients, industry, regulators and other stakeholders, and manage operations against those requirements. Candidate Success Factors: Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform: Results and Impact: • Able to influence peers and team., • Demonstrates good judgement when making decisions of high complexity and impact., • Exercise appropriate autonomy in the execution and delivery of work., • Responsible for driving outcomes, which have meaningful effect on team or department. Leadership and Collaboration:, • Creates trust with colleagues., • Acts in leadership capacity for projects, processes, or programs. Client, Customer and Stakeholder Focus:, • Able to build relationships with a mix of colleagues and clients., • Interacts regularly with management and department leaders., • Demonstrates the ability to influence stakeholders at the team level. Compliance Culture and Conduct:, • Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts., • Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.Responsibilities:, • Handle day-to-day global banking operations activities, such as reviewing the credit deals, perform control activities; and processing data from credit agreements and other documents, into systems, • Close the credit deals within allocated time and report to the approving manager, • Credit deal’s Data analytics & reporting, • It requires strong written and verbal communication skills to work with the business stakeholders in New York and clients based in the US., • Needs to be analytical and detail oriented who can work independently, prioritize multiple tasks, and take ownership of assigned credit deals., • Work closely with Operations and IT teams to assist in process improvements and automation., • Produce & enhance reports as per management needs.Minimum Required Qualifications:, • Any Bachelor degree, • 0 to 2 years’ experience, • Excellent in MS Excel, • Good written and verbal communication skills, • Strong analytical skills, in relation to document reviews and number crunching.Preferred Qualifications:, • Data analytics, • Someone with Credit experience or knowledge, • Someone with performing Control activities About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit _US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring. IND01

Sales Development Representative - Fintech / Alternative Lending Who We Are: At Premium Merchant Funding, we're revolutionizing financial solutions for small and medium-sized businesses. Based on Wall Street, we specialize in helping businesses deemed "high-risk" thrive when traditional banks say no. Our mission is simple: provide the capital needed to unlock every business's full potential. Office Location: New York (One New York Plaza) Why You Should Join Us: Are you ready to take your sales career to the next level? Join a high-energy, fast-paced environment where your ambition is rewarded with unlimited earning potential and rapid career growth. With us, your hustle and drive will directly impact small businesses—and your success will be celebrated every step of the way. What You'll Do: As a Sales Development Representative, you'll be on the front lines, creating opportunities and driving new business. Here's how you'll do it: • Lead the Hunt: Conduct 300+ proactive outreach efforts daily, including cold calls, emails, and social media engagement to identify potential clients, • Consultative Selling: Understand each client's unique challenges and offer custom financial solutions, such as merchant cash advances or business loans, to meet their needs, • Build Relationships: Foster long-term partnerships with clients, helping them succeed and ensuring continued business, • Hit and Exceed Targets: Consistently drive 10+ new business accounts monthly, pushing yourself to surpass ambitious sales goals, • Stay Ahead: Keep informed of industry trends, competitor activities, and market shifts, positioning our financial products as the go-to solutions, • Collaborate for Success: Work with our sales and marketing teams to execute winning strategies and maximize your results Requirements What We're Looking For: • Excellent communication and relationship-building skills, • A competitive, results-driven mindset—you're hungry to win, • Self-starter mentality with the ability to work both independently and within a team, • Spanish/Arabic or any 2nd language is an advantage, • Experience in competitive sports is a huge advantage Benefits Why You'll Love It Here: • Unlimited Earning Potential: Uncapped commissions give you control over your income, • On-Target Earnings: Earn between $60k and $120k, with more opportunities, • Top-Tier Sales Training: Learn from the best with comprehensive training that prepares you for success, • Collaborative Team Environment: You'll be part of a supportive team, all pushing toward the same goal, • Growth: With our rapid expansion, new opportunities are always within reach, • Dynamic New York Office: Work in a high-energy, fun atmosphere where success is celebrated What Success Looks Like: • Consistently achieving or surpassing your monthly sales targets, • Building a solid pipeline of qualified leads and converting them into long-term clients, • Becoming an expert in the alternative lending space, delivering industry-leading solutions to small businesses Ready to Join the Movement? • Don't miss this opportunity to shape your growth in the fast-paced world of financial innovation. Bring your hunter mentality, apply today, and take the first step toward limitless earning potential!

About the Role We are seeking an experienced Software Engineer to join our engineering team responsible for building and maintaining both consumer-facing and internal back-office applications. In this role, you will develop scalable, high-performance systems that support Kashable’s consumer lending and employee benefits platform. This position involves working across the full technology stack—including backend Java development, database design, cloud and SaaS integrations, ETL processes, and modern front-end frameworks—while collaborating closely with senior engineers and cross-functional teams. The ideal candidate brings strong experience building large-scale enterprise applications, a solid understanding of object-oriented design and software development best practices, and a commitment to delivering reliable, high-quality code in a fast-paced, agile environment. Duties & Responsibilities • Develop and maintain highly performant, scalable subsystems and decision engine components that allow us to stay nimble in the fast-paced and evolving business of consumer lending and employee benefits, • Work across multiple layers of product infrastructure, including relational database development, low-level protocol integrations, ETL operations and automation, SaaS/PaaS cloud integrations, and frontend development. Thus, a commitment to collaborative problem solving, sophisticated design, and product quality is essential, • Execute architectural designs from Senior Engineers by writing efficient, reusable, and reliable source code in Java -- and other languages where applicable, e.g., SQL for RDBMS development, • Embrace best practices in software development (Code Reviews, Unit Tests, CI/CD) and leverage them every day Required Skills & Abilities • Proficient in Java, with a good knowledge of its ecosystems, • Solid understanding of OOP concepts and various design/programming patterns, including concurrency patterns, • Familiarity with Java Streams and Optional, • Familiarity with concepts of MVC, JDBC, CRUD/REST, and multi-tier architecture, • Familiarity with SCM tools, such as Git, • Familiarity with Spring and Hibernate, • Familiarity with build tools such as Ant, Maven, and/or Gradle, • Experience with relational database(s) and proficiency in SQL, • Experience with non-relational database(s) / NoSQL, • Experience with JavaScript and various front end libraries, or familiarity with front end frameworks, such as React, Angular or Vue, • Experience with Next.JS, • Familiarity with basic markup languages, such as HTML, XML, and JSON, • Familiarity with Unix/Linux operating system, • Experience with AI tools such as Claude, Cursor, ChatGPT, Grok or Gemini, • An appreciation for open and constructive dialog with your fellow team members Nice to Have: • Familiarity with basic integrative protocols, such as HTTP, FTP, SSH/SCP, JMS, SMTP, SMB, and JDBC, • Familiarity with basic security concepts, such as SSL/TLS, OAuth, encryption, • Familiarity with basic cloud concepts, such as AWS, GCP, and/or MS Azure, • Familiarity or proficiency with other programming languages, such as Python, • Familiarity with or proficiency with React Native/Expo development, • Familiarity with the TypeScript programming language, • Familiarity with Agile methodologies Work Location This is a hybrid position based in our New York City office. Education & Experience • BS Or MS in Computer Science or a related field., • 3+ years of experience in Software Engineering or related roles, preferably within FinTech or a regulated industry. The pay range for this position is $100,000 to $200,000 annually. Actual compensation will depend on experience, qualifications and job related skills. We welcome all qualified candidates who are currently eligible to work full-time in the United States to apply. Kashable is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by applicable law. Kashable is not able to provide visa sponsorship for this role About Kashable Kashable is a fast growing, venture-backed FinTech startup headquartered in NYC. We provide inclusive, socially responsible, low-cost credit to American employees offered as a voluntary benefit through their employer. Kashable has raised over $400 million in capital, and has provided more than $1.5 billion in loans to working Americans across a footprint of employer clients that represent 4 million employees. We were founded in 2013 by a team of serial entrepreneurs with deep experience and expertise in the industry, and have since become the leading provider of financial wellness solutions at the workplace, catering to many Fortune 500 companies, governments, hospitals, and universities. We are a dynamic, ambitious, and hard-working team that is redefining financial wellbeing for working Americans. Perks & Benefits We offer a competitive salary, benefits, and perks designed to support both your professional growth and day-to-day wellbeing, including: • Medical, Dental (including Orthodontics), and Vision coverage, • PTO and paid holidays, • 401 (k) Plan with employer match, • Paid Parental Leave, • ClassPass subsidized membership, • Voluntary Life and disability insurance, • Commuter benefits, • Pet insurance, • Flexible Spending Accounts (FSAs), • Weekly catered lunch and fully stocked kitchen, • Team events, lunch & learns, happy hours, birthday celebrations, volunteer opportunities

Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at _. Job Purpose: Cerberus is recruiting a tax attorney to join the Cerberus Operations & Advisory Company (COAC) tax team in our New York office. Cerberus is recruiting a tax attorney to join the Cerberus Operations & Advisory Company tax team in our New York office. Reporting to the Chief Tax Officer, the successful candidate will be primarily focused on transactional tax structuring across our diverse global private equity, real estate, credit, supply chain, venture, financial institutions, and asset-backed finance platforms. While not the primary focus of the role, the position will also involve meaningful fund-level and firm-related tax responsibilities. This is an exceptional opportunity for a tax attorney who wants to be close to the investment side of the business and work directly with investment, legal, accounting, operations, and compliance professionals on complex, real-world transactions. The ideal candidate may be a partner-track attorney or counsel who is interested in moving from an advisory role into a more integrated client-side/investment-side seat, with broad exposure to sophisticated tax issues across asset classes, geographies, and fund structures, working with world-class advisors around the globe. Responsibilities: • Provide tax structuring support throughout the investment lifecycle, including acquisitions, dispositions, restructurings, reorganizations, M&A transactions, and other COAC investment initiatives., • Collaborate with investment professionals, legal teams, business leaders, and external advisors to evaluate complex tax issues, balance competing stakeholder considerations, and deliver commercially sound structuring solutions that support Cerberus' investment strategy and investor requirements., • Analyze transaction-specific tax issues and translate the conclusions into practical structuring recommendations, including with respect to FIRPTA, REITs, ECI, UBTI, Subchapters C and K, cross-border investment structures, withholding, treaties, and related tax considerations., • Support fund-level tax matters, which are expected to represent approximately 30% to 50% of the role, including fund structuring, fund documentation, investor diligence requests, side letter negotiations, and other fund-related tax work., • Advise on the tax structuring and formation of global investment platforms across private equity, credit, real estate, lending, supply chain, venture, and asset-based strategies., • Select, manage, and coordinate external counsel and accounting firm advisors, including defining scopes, overseeing deliverables, and integrating their advice into transaction structuring, fund structuring, tax diligence, and planning matters., • Serve as a key advisor to the Chief Tax Officer on tax strategy and planning matters affecting Cerberus, including management company and general partner structures, global operations, firm initiatives, and other high-priority projects., • Monitor and advise on U.S. and global tax developments that could affect Cerberus funds, investment platforms, transactions, investors, and the firm., • Partner with tax compliance teams to support efficient and accurate tax reporting across the firm, funds, and investment structures., • Partner with investment teams and portfolio company management to identify opportunities for efficiency, operational improvement, strategic transactions, and value creation initiatives Requirements: • JD required, coupled with at least 6 years of tax experience in a law firm or an accounting firm advisory practice., • Demonstrated experience with transactional tax work and investment structuring, including M&A, reorganizations, restructurings, real estate, credit, partnerships, corporate tax, and cross-border transactions., • Deep understanding with core tax concepts relevant to alternative investment structures, including FIRPTA, REITs, ECI and UBTI structures, Subchapter C, Subchapter K, withholding, tax treaties, international tax audits and tax controversy matters, and blocker structures., • Strong communication and interpersonal skills, with a collaborative, team-oriented approach., • Experience advising clients in the funds, alternatives, private equity, real estate, credit, or investment management space., • Broad intellectual curiosity and willingness to learn new asset classes, products, structures, and tax issues on a continuous basis., • Strong commercial judgment, practical business orientation, and ability to translate technical tax analysis into commercial recommendations., • Proven ability to influence and collaborate effectively across legal, investment, accounting, operations, compliance, and tax functions., • Exceptional ability to communicate technical tax concepts clearly and practically to non-tax professionals, both orally and in writing., • Roll-up-sleeves mentality and comfort operating as an individual contributor in a fast-moving, high-exposure environment., • Energized by the opportunity to complex transactions, senior stakeholders, and sophisticated tax issues across Cerberus’ global investment mandates., • Willingness to embrace new technologies and processes, including the use of AI tools to drive improvements in transactional tax support and general tax process improvements within our portfolio companies and oversight thereof. The base salary for this position is expected to be between $350,000.00 and $450,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus [which is often a meaningful portion of the compensation package], and a robust benefits package.

We are working on multiple roles below for our asset management clients: Senior Associate - Investment Operations (Hybrid Dallas) INVESTMENT OPERATIONS SENIOR ASSOCIATE needed at one of our asset management clients!!! 4 days per week in office in the DALLAS area. Base $150k - $175k plus performance bonus. Must have 4 - 8+ years of experience in investment operations, loan/lease servicing, banking, or a related financial-services operations role with a strong understanding of Asset Based Lending (ABL). _ Investor Administration Associate - Hedge Fund INVESTOR ADMINISTRATION ASSOCIATE needed at one of our $20b+ AUM hedge fund clients!!! Hybrid 4x peer week (WFH Friday) in NYC only. Base/total comp $150k - $200k. Looking for exactly 3 - 10 years of experience in related roles. Must be proficient with AI and experience with Backstop and/or Intralinks is a huge bonus. _ Senior Associate/Manager - Middle Office Operations (Hybrid Palm Beach Gardens, NYC, Remote USA) SENIOR ASSOCIATE or ASSOCIATE MANAGER - MIDDLE OFFICE OPERATIONS needed at one of our asset management clients!!! Preference is hybrid in NYC or Palm Beach Gardens but open to remote in the US for the right candidate. Base $75k - $150k DOE and target 20% bonus. We are looking for 3 - 8+ years of experience in sell side finance/Bank/Audit or buy side hedge fund related roles. 2 spots open! _ Senior Associate/Manager - Fund Accounting (Hybrid Palm Beach Gardens, NYC, Remote USA) SENIOR ASSOCIATE or ASSOCIATE MANAGER - FUND ACCOUNTING needed at one of our asset management clients!!! Preference is hybrid in NYC or Palm Beach Gardens but open to remote in the US for the right candidate. Base $75k - $130k DOE and target 20% bonus. We are looking for 3 - 6+ years of experience in sell side finance/Bank/Audit or buy side hedge fund related roles. 2 spots open! _ Senior Associate/Manager - Financial Reporting & Analysis (Hybrid Palm Beach Gardens, NYC, Remote USA) SENIOR ASSOCIATE or ASSOCIATE MANAGER - FINANCIAL REPORTING & ANALYSIS needed at one of our asset management clients!!! Preference is hybrid in NYC or Palm Beach Gardens but open to remote in the US for the right candidate. Base $75k - $130k DOE plus 20% target bonus. We are looking for 3 - 6+ years of experience in sell side finance/Bank/Audit or buy side hedge fund related roles. 2 spots open! _ Senior Associate/Manager - Treasury & Cash Management (Hybrid Palm Beach Gardens, NYC, Remote USA) SENIOR ASSOCIATE or ASSOCIATE MANAGER - TREASURY & CASH MANAGEMENT needed at one of our asset management clients!!! Preference is hybrid in NYC or Palm Beach Gardens but open to remote in the US for the right candidate. Base $60k - $120k DOE plus 20% target bonus. We are looking for 3 - 6+ years of experience in sell side finance/Bank/Audit or buy side hedge fund related roles. 2 spots open! _

Founding Engineer Reporting to: William DeVar, Technical Co-Founder Location: Richmond VA (Preferred), Open to exceptional NYC or Remote candidates About June Point Lending June Point Lending is making homeownership possible and more accessible for a creditworthy but underserved segment of the market: business owners, self-employed workers, and real estate investors. Being enterprising and independent shouldn’t mean getting shut out of the housing market - we’re here to fix that. We’re automating mortgage loan underwriting with the goal of instant, real-time decisions, resulting in wider access and affordability. This speed, certainty and service for our B2B partners allows them to serve more homebuyers, with the products they need, at market leading rates. Role summary The Founding Engineer will operate as technical leader focused on execution, velocity, and practical problem-solving in an early-stage environment. In this role, you will be a critical thought partner to the executive team, identifying opportunities to improve June Point’s product and implementing your proposed solutions. We’re looking for someone with strong product judgment and the ability to drive meaningful impact in an environment built on automation, underwriting logic, and AI-integrated decisioning. Responsibilities • Engineering Execution – Lead and execute core engineering work, ensuring fast, reliable delivery in an early-stage, high-velocity environment., • Problem Identification – Surface architectural gaps, operational issues, and improvement opportunities with minimal direction., • Technical Conviction – Make grounded technical decisions, articulate the rationale, and hold a clear point of view when tradeoffs are required., • Automation & AI Systems – Develop and refine systems that automate deterministic and probabilistic workflows, including components that leverage integrated AI models., • Velocity & Quality Management – Drive development throughput, reduce blockers, and ensure the team operates with predictable, consistent velocity., • Team Leadership – Provide day-to-day technical guidance to a small team and support the growth of engineering capabilities over time., • Cross-Functional Integration – Work closely with executive leadership and operational teams to ensure engineering outputs match real workflow and underwriting needs.What We’re Looking For, • Experience – 5–7 years in engineering roles with meaningful exposure to early-stage, venture-backed environments., • Startup Background – Comfort operating in small, fast-moving companies; big-company experience acceptable if followed by real startup execution., • AI Tool Orientation - Use of AI tools has supercharged JPL’s development velocity - you should be experienced in using these tools and excited to integrate AI in all parts of your workflow, • Technical Range – Strong engineering fundamentals with the ability to work across systems involved in automation, underwriting logic, and AI-integrated workflows. Experience in full stack web development and building apps from spec -> code -> deployment -> monitoring., • Ownership Mentality – Takes responsibility for outcomes, drives work to completion, and applies sound judgment on when to escalate versus handle independently., • Breadth of Capacity - Full stack engineer and product owner who can turn problems into product specs, scope and ship the product, and integrate it into JPL’s broader technical infrastructure, • Collaboration Skills – Communicates clearly with founders and operational teams; aligns quickly without friction., • Growth Ambition – Interest in taking on broader technical leadership as the team expands, including management responsibilities.What We Offer, • Competitive Salary, Benefits, and Equity, • Impact – You’ll work on an important and complex problem that is valuable to solve, not only for homebuyers but for the broader housing ecosystem., • Challenge - We are tackling novel and unsolved problems at the intersection of capital markets, credit risk, technology, and distribution., • Learning – Hands-on exposure to every step of the mortgage process, with mentorship from experienced operators and underwriters., • Growth – The chance to take on more responsibility quickly and build toward being a process owner and builder, not just an executor., • Tools & Autonomy – Access to modern tech and the freedom to test new ways of working, automate tasks, and leave your mark., • Culture – A lean, collaborative environment where we value speed, clarity, and character over hierarchy., • Strong Foundation: We are backed by a leading fintech VC and a global investment bank. Our repeat founders and founding team have extensive experience building in fintech and mortgage lending. We know what it takes to build and scale in complex industries. How to Apply Send an email to Jobs@Junepointlending.com with your name and job title in the subject line, a link to your linkedin profile, and an updated resume.

Policy & Procedure Writer - Capital Markets Our client is seeking an experienced Policy & Procedure Writer to support a leading capital markets organization. This role will be responsible for developing, maintaining, and enhancing operational policies and procedures across multiple trading and operations desks. The ideal candidate will bring strong financial services documentation experience and the ability to translate complex capital markets processes into clear, structured, and compliant documentation. Hours/Location/Pay/Position Type • Location: New York, NY, • Schedule: Hybrid, 3 days onsite, • Pay: $26 - $34/hr, • Position Type: 6-Month Contract Work Authorization • Candidates must be authorized to work in the United States without current or future sponsorship requirements. What You'll Do • Author, review, and maintain policies and procedures for Repo, Collateral Management, Asset-Backed Securities (ABS), and Mortgage-Backed Securities (MBS) operations., • Partner with desk leaders, operations teams, and key stakeholders to ensure documentation accurately reflects current business processes and regulatory requirements., • Conduct interviews and information-gathering sessions with subject matter experts to document workflows and operational controls., • Update existing documentation to align with process improvements, regulatory changes, and business initiatives., • Ensure consistency, accuracy, and clarity across all policy and procedure materials., • Support documentation efforts related to operational risk management and process governance., • Assist with the potential expansion of documentation coverage into Futures Commission Merchant (FCM) and Derivatives business areas., • Organize and maintain version-controlled documentation repositories and records. What We're Looking For • Proven experience writing policies, procedures, standard operating procedures (SOPs), or process documentation within financial services or capital markets environments., • Knowledge of repo operations, collateral management, ABS, MBS, securities lending, or related capital markets products., • Strong written communication and technical documentation skills., • Ability to simplify complex operational and financial processes into clear, user-friendly documentation., • Experience collaborating with business stakeholders, operations teams, and subject matter experts., • Strong attention to detail and ability to manage multiple documentation projects simultaneously., • Ability to work independently in a fast-paced hybrid environment., • Bachelor's degree in Business, Finance, Communications, Economics, or a related field. Nice to Have • Experience supporting FCM, derivatives, or other capital markets trading desks., • Familiarity with SEC regulations and securities lending operations., • Background in operations, risk, compliance, or capital markets documentation governance., • Experience working within large financial institutions or investment banking environments. Who Should Apply? This opportunity is ideal for policy writers, procedure writers, technical writers, business analysts, operations specialists, or documentation professionals with experience supporting capital markets, securities operations, trading desks, or financial services organizations. Candidates who enjoy translating complex workflows into clear and actionable documentation will be highly successful in this role. About Us CSI Companies is a nationally recognized workforce solutions firm that delivers staffing, recruiting, consulting, and workforce management services across multiple industries. With a commitment to providing exceptional service and building long-term partnerships, CSI Companies connects talented professionals with outstanding career opportunities while helping organizations achieve their business goals. Benefits Offered • Weekly pay, • Medical, dental, and vision insurance, • Voluntary life and disability coverage, • 401(k) participation eligibility, • Paid training opportunities

We are seeking a driven AVP or VP level Loan Operations leader to join a NY based financial institution. This role is ideal for a seasoned professional with a deep understanding of syndicated lending, eager to take ownership of a diverse portfolio and drive operational excellence in a fast-paced, high-stakes environment utilising LoanIQ. You will play a pivotal role in managing the full lifecycle of loans; from pre-acquisition to divestment—while ensuring seamless coordination across internal and external stakeholders. This is a unique chance to contribute to a dynamic lending function, where your expertise will shape best practices, enhance data integrity, and foster team development. If you thrive in a collaborative yet autonomous setting and are passionate about delivering flawless execution in syndicated and bilateral deals, this role is for you. Your Mission As the AVP or VP of Loan Operations, you will: • Lead and refine the operational framework for a high-value loan portfolio spanning private credit, private equity, and real estate, ensuring efficiency, accuracy, and compliance at every stage., • Collaborate closely with investing deal teams, legal, finance, and external service providers to support complex transactions and maintain robust stakeholder relationships., • Oversee end-to-end transaction management, including financial close, onboarding, servicing, and divestment, with a keen eye for detail and risk mitigation., • Drive team excellence by mentoring and developing a small but high-performing team, fostering a culture of accountability and continuous improvement., • Maintain authority over loan administration activities within LoanIQ and related systems, ensuring data integrity and operational consistency., • Advise on credit agreements and legal documentation, leveraging your expertise to interpret complex financial and accounting principles. What You Bring Experience • AVP Level: Minimum of 5 years in loan operations or middle office, with a proven track record in end-to-end delivery of bilateral and syndicated deals., • VP Level: 7 to 10+ years in loan operations or middle office, with extensive experience in managing teams. Technical Skills • Deep expertise in reviewing, interpreting, and advising on credit agreements, legal documentation, and financial structures., • Advanced proficiency in Excel, data management, and presentation tools, with the ability to handle large, complex datasets with precision., • Strong understanding of financial, accounting, and valuation principles, with a focus on syndicated lending. Soft Skills • Exceptional communication and stakeholder management, with the ability to liaise effectively with deal teams, legal, credit, finance, IT, and external partners., • Leadership and team development, with a commitment to fostering engagement, growth, and operational excellence., • Analytical and problem-solving mindset, with a proactive approach to refining processes and mitigating risks. Qualifications • A bachelor’s degree as a minimum; further qualifications in finance, accounting, or a related field are advantageous. Why This Role? This position offers the opportunity to: • Lead high-impact transactions in a respected lending function, shaping operational strategies and best practices., • Develop and mentor a team, driving both personal and professional growth., • Work in a hybrid environment (3 days in the office) in New York, with the flexibility to balance collaboration and autonomy., • Benefit from a competitive compensation package, including:, • Base Salary: AVP: $130,000 – $160,000 | VP: $160,000 – $200,000 (commensurate with experience)., • Discretionary annual bonus and a comprehensive benefits package.

$150,000–$200,000 Base Salary | $400,000–$600,000 Total Annual Earning Potential Our client, a growing alternative-financing company, is seeking a Director of Strategic Partnerships & Private Credit Origination to expand its professional referral network and generate lower-middle-market financing opportunities, typically ranging from $1M–$25M. This is a relationship-driven origination role focused on building and leveraging relationships with professional referral partners who can provide consistent, repeat deal flow. The ideal candidate will bring an established network of relationships across commercial finance and the lower-middle market, including banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, and other professional intermediaries. Candidates may come from private credit, commercial finance, ABL, factoring, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or other related areas. Experienced underwriters, credit professionals, and portfolio managers are also encouraged to apply if they have developed a strong external referral network and are interested in moving into a relationship-driven origination role. Benefits • 100% employer-paid Cigna medical coverage for employees and eligible dependents, • 100% employer-paid basic life insurance, • Dental and vision insurance options, • Flexible spending benefits, • Commuter benefits Responsibilities • Develop and maintain productive relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, private equity firms, family offices, independent sponsors, financial advisors, and other professional referral sources., • Generate qualified $1M–$25M lower-middle-market financing opportunities through an existing professional network., • Build and expand referral channels capable of producing consistent and repeatable deal flow., • Re-engage existing professional relationships and develop new strategic referral partnerships., • Present the company's alternative-financing solutions to referral partners and prospective borrowers., • Identify financing opportunities and determine whether they align with the company's credit profile and available solutions., • Manage opportunities from initial introduction and qualification through underwriting, structuring, and closing., • Work closely with credit, underwriting, and leadership teams to develop appropriate financing structures for prospective borrowers., • Maintain consistent communication with referral partners throughout the financing process., • Attend industry conferences, networking events, and professional gatherings to expand the company's referral network., • Independently manage and grow a book of referral relationships and originated opportunities. Requirements • Proven experience in business development, origination, strategic partnerships, relationship management, underwriting, credit, or portfolio management within commercial finance or an adjacent financial-services field., • Background in private credit, ABL, factoring, commercial finance, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or a related area., • Established relationships with professional referral sources such as banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, or other financial intermediaries., • Demonstrated ability to generate or influence repeat deal flow through professional relationships., • Experience working with lower-middle-market companies and financing transactions, ideally within the $1M–$25M range., • Strong understanding of commercial credit, financing structures, and the needs of lower-middle-market businesses., • Ability to identify, qualify, and communicate financing opportunities effectively., • Strong relationship-building, communication, negotiation, and presentation skills., • Self-motivated and comfortable independently developing and managing a book of business.