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Senior Property Accountant | Real Estate Investment Firm | Remote Fridays! A well-established and rapidly growing boutique real estate investment firm in Midtown Manhattan is seeking a Senior Property Accountant to join its collaborative accounting team. This role is ideal for someone with experience managing the full-cycle accounting for a portfolio of both residential and commercial properties who is looking to make a meaningful impact within a dynamic organization. The firm is in an exciting growth phase, offering strong long-term career advancement, a supportive and team-oriented culture, and excellent work-life balance, including remote Friday’s! RESPONSIBILITIES • Reconcile accounts and perform monthly, quarterly and annual closing activities for assigned properties, • Prepare financial reports as required for regulatory and/or management reporting purposes, • Prepare funding requests and provide financial information to lending institutions, • Support financial statement audits and tenant audits, • Review vendor invoices to ensure proper coding, • Facilitate payment of vendor invoices, • Assist in monthly tenant billing process, • Review and input development budgets into Yardi, • Review and approve contracts and change orders entered into Yardi, • Review development costs against project commitments, • Track, analyze and report project costs, • Reconcile project costs to budget and facilitate variance analysis, • Reconcile between general ledger and job cost systems EXPERIENCE REQUIRED • Bachelor’s Degree, preferably in Accounting, Finance or related field, • 4+ years of related experience required, • Real Estate industry experience required, • Experience in accounting and financial systems, preferably Yardi, • Proficient in Excel and knowledge of other Microsoft Office Applications Base Salary: $100,000- $120,000 plus bonus, fully paid medical benefits and 401k. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: nlipari@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Commercial Real Estate Partner NO BOOK (Transactional & Construction Lending) About the Opportunity We are seeking an experienced, high-caliber Commercial Real Estate Partner to join Westchester County’s premier commercial real estate and development practice group in White Plains, NY. This boutique powerhouse (~24 attorneys) has served as the legal architecture behind the region’s most iconic, skyline-defining commercial developments, represent premier developers, financial institutions, and REITs in multi-million-square-foot projects. This position offers a rare and lucrative succession opportunity: the incoming Partner will immediately service an existing, high-volume book of business while working alongside a retiring senior partner to ensure a seamless client transition. No initial portable book of business is required. Key Highlights & Firm Culture • Front-Page Deal Flow: Lead landmark transactions ranging from $1M to $150M+, including major urban redevelopments, high-rise luxury properties, and commercial centers., • Balanced Work/Life Culture: Enjoy a manageable 1,600 annual billable hour target in a genuinely family-oriented, collaborative firm culture., • Top-Market Compensation: Unmatched performance incentives including profit sharing and strong origination multipliers. Responsibilities • Lead and manage sophisticated commercial real estate transactions, including construction loans, acquisitions, dispositions, commercial leasing, and joint venture agreements., • Represent real estate developers, REITs, and commercial lending institutions in complex financing transactions., • Oversee and close complex New York commercial construction loans., • Work collaboratively with retiring partner to manage, nurture, and grow existing institutional client relationships. Qualifications • Experience: 10+ years of sophisticated, high-level commercial real estate transactional experience., • Loan Expertise: Proven track record of closing NY commercial construction loans ($1M–$150M+)., • Practice Focus: Must be a dedicated transactional commercial real estate attorney (litigation backgrounds will not be considered)., • Client Portfolio Experience: Broad experience representing developers and commercial lenders (developer-side experience strongly preferred)., • Active admission to the New York State Bar. Salary and Other Compensation: The annual salary for this position is between $250,000 – $600,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. (Additional compensation includes: 25% profit bonus + discretionary bonus [$10k–$25k] + 20% origination bonus on originated business). Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: • medical insurance (firm covers 50% for employee + family via UnitedHealthcare), • dental insurance (firm covers 50% for employee + family), • vision insurance (firm covers 50% for employee + family), • 401(k) retirement plan (with 3% firm contribution), • 4 weeks Paid Time Off (PTO) Work Location & Structure • Location: White Plains, NY 10601, • Work Arrangement: 100% Onsite (Hybrid arrangements may be considered for exceptional fits).

Senior Manager, Operations - Private Credit What You'll Be Doing • Lead operational readiness and ongoing oversight for complex private credit funds and investment vehicles, • Manage cash forecasting, capital activity, distributions, subscriptions, redemptions, credit facilities, borrowing bases, and liquidity planning, • Build and maintain fund models, projections, performance analytics, fee calculations, waterfalls, allocations, and reporting dashboards, • Partner with Legal, Compliance, Accounting, Portfolio Management, and Investor Relations on complex fund matters, • Support investor reporting, management reporting, due diligence requests, regulatory requirements, • Strengthen processes, controls, reconciliations, data governance, and operational procedures, • Identify opportunities to leverage technology, automation, and AI to improve efficiency and reporting What We're Looking For • 8+ years of progressive experience in private credit fund operations and fund finance, • Direct experience with direct lending and/or distressed credit investments, • Strong understanding of evergreen fund structures, private credit vehicles, investor allocations, capital activity, fees, liquidity, valuation, and credit facilities, • Bachelor's degree in Accounting, Finance, Business, or related field, • CPA or advanced degree is a plus Why Consider This Opportunity? • Rapidly growing and profitable organization, • Highly experienced and collaborative team, • Excellent job stability, • Significant opportunity for career growth and upward mobility, • High-visibility role with exposure to senior leadership and multiple areas of the investment platform

Company Description Specialty Capital is focused on helping small businesses grow by providing industry-specific financing solutions with competitive rates and flexible repayment terms. The company emphasizes a partnership approach, aligning its success with the success of its clients. Team members contribute directly to supporting entrepreneurs and business owners across diverse sectors. Working at Specialty Capital offers the opportunity to join a results-driven environment where client service, financial expertise, and long-term relationships are highly valued. Role Description The Human Resources Manager and Office Manager is a full-time, on-site role based in Great Neck, NY. This role oversees day-to-day HR operations, including recruitment, onboarding, and employee lifecycle management. The Human Resources Manager will manage HR policies and procedures, administer benefits and payroll coordination with internal stakeholders, and ensure compliance with relevant employment laws and regulations. The role includes supporting performance management processes, handling employee relations matters, and promoting a positive, inclusive workplace culture. The Human Resources Manager will also collaborate with leadership on workforce planning, training initiatives, and HR data reporting to support organizational goals. Additionally this role will be an office manager and answer phone calls for the company and do adhoc tasks for the CEO. Qualifications • Demonstrated experience in core HR functions such as recruitment, onboarding, employee relations, performance management, and benefits administration., • Strong knowledge of HR policies, employment law, and compliance requirements, particularly at the federal, state, and local levels., • Proficiency with HRIS and related HR tools, along with the ability to manage HR data, reporting, and documentation accurately., • Excellent communication, interpersonal, and conflict resolution skills, with the ability to build trust and support team members at all levels., • Solid organizational and time-management skills, with attention to detail and the ability to handle multiple priorities in a fast-paced environment., • Experience developing or supporting training, engagement, and culture-building initiatives is highly beneficial., • Bachelor’s degree in Human Resources, Business Administration, or a related field; HR certification (such as SHRM-CP or PHR) is a plus., • Prior HR management experience in financial services, lending, or a small to mid-sized business environment is advantageous., • Experience with Bamboo HR and ADP Salary OTE is is 80,000 to 110,000 with room for upside.

We are seeking an experienced Branch Manager to lead a retail banking location in the Bronx. This individual will oversee branch performance, operations, team development, compliance, customer experience, and business development. Key Responsibilities: • Drive branch growth by identifying new business opportunities and promoting banking products and services, • Build and maintain strong client and community relationships, • Partner with Commercial Relationship Officers and Lending Officers, • Ensure compliance with banking regulations, internal policies, risk management standards, audits, and security requirements, • Oversee day-to-day branch operations and overall financial performance, • Recruit, train, mentor, and manage branch employees, • Conduct staff meetings and provide clear direction around branch goals and KPIs, • Represent the branch through community involvement and activities supporting CRA objectives, • Travel occasionally to other branch locations as needed Qualifications: • 5+ years of relevant retail banking experience, • Prior branch leadership / people management experience, • Strong business development and relationship-building skills, • Knowledge of branch operations, compliance, and risk management, • Associate degree or higher, • Fluency in English and Spanish required Compensation & Benefits: • Base salary: $90,000–$105,000, • $5,000 sign-on bonus, • Eligible for an annual discretionary incentive, • Health and ancillary insurance benefits, • Retirement plan, • Paid time off Equal Opportunity Statement: 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.

We are seeking an experienced Senior Loan Underwriter to join the Credit team of a financial institution in the Bronx. This individual will be responsible for underwriting complex commercial loans, managing an existing loan portfolio, evaluating credit risk, and overseeing a team of underwriters and loan processors. Key Responsibilities: • Underwrite and analyze commercial loan transactions, including C&I, construction loans, permanent mortgages, asset-based lending, SBA loans, and other credit facilities, • Evaluate borrower and guarantor financials, cash flow, repayment capacity, and overall creditworthiness, • Prepare credit proposals and present recommendations to Loan Committee and senior management, • Analyze financial statements, accounts receivable aging, borrowing base certificates, and collateral positions, • Perform financial forecasting, cash flow analysis, and debt service coverage assessments, • Manage an existing commercial loan portfolio, including annual credit reviews, renewals, and amendments, • Monitor portfolio performance and identify potential credit risks or deteriorating financial trends, • Collaborate with loan processing, closing, and other internal teams to facilitate transactions, • Supervise, train, and develop a team of underwriters and loan processors, • Ensure adherence to internal credit policies, regulatory requirements, and underwriting standards Qualifications: • Minimum 8 years of commercial loan underwriting experience, • Experience underwriting C&I, construction loans, permanent mortgages, asset-based lending, letters of credit, SBA 7(a) and 504 loans, and nonprofit lending, • Experience underwriting transactions up to $60MM, • Strong financial statement analysis, cash flow modeling, and credit risk assessment skills, • Experience working with middle-market borrowers, including businesses with annual revenues up to $100MM, • Prior experience supervising and developing underwriting teams, • Strong understanding of commercial lending regulations, credit policies, and portfolio management, • Experience working cross-functionally with credit, lending, and loan operations teams, • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, • MBA or Master's degree preferred 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.

Specialty Capital LLC Great Neck, New York, United States · On-site · Full-time About Specialty Capital Specialty Capital was founded just five years ago with a bold idea: to give “debanked” small businesses access to capital that is Simple, Smart, and Reliable. Today, Specialty Capital is one of the fastest-growing revenue-based finance companies in the U.S., serving thousands of small businesses through a combination of technology, speed, data, and a deeply human approach. We’re now entering our next chapter, investing heavily in our technology platform, introducing new financial products, expanding internationally starting with Canada, and using AI and automation to fundamentally improve how small-business financing works. We are profitable, founder-led, and growing rapidly, with a culture built around ownership, speed, accountability, and execution. About the Role Specialty Capital is seeking a Senior Product Manager to help build the technology that powers our lending business. • This is a highly hands-on product role for someone who understands that in financial services, the platform itself can be a competitive advantage., • You will own major products and workflows across the financing lifecycle, from application and underwriting through offers, funding, servicing, renewals, and portfolio management., • You’ll work directly with engineering, underwriting, sales, operations, data, and company leadership to identify problems, design solutions, prioritize the roadmap, and ship products that have measurable business impact., • We’re looking for someone who can move comfortably between strategy and execution: understanding the business problem in the morning, mapping the workflow in the afternoon, and working with engineers to get it into production. Responsibilities - What You'll Own • End-to-End Product Development: Own discovery, requirements, prioritization, development, launch, measurement, and iteration for major parts of Specialty Capital's lending platform., • Lending & Underwriting Workflows: Improve how applications move through submission, data collection, underwriting, decisioning, offers, contracts, funding, servicing, and renewals., • Product Roadmap: Help define and prioritize the roadmap based on customer needs, operational bottlenecks, business impact, data, and ROI., • Business-to-Engineering Translation: Work directly with underwriters, sales teams, ISOs, operations, customers, and leadership to turn complex business requirements into clear product specifications that engineering teams can execute., • Data & Decisioning: Use data to identify funnel leakage, operational inefficiencies, conversion opportunities, and product performance. Define KPIs before launch and measure results afterward., • AI & Automation: Identify opportunities to use AI, automation, and third-party data to reduce manual work, improve decisioning, accelerate underwriting, and create better customer experiences., • Integrations: Lead product requirements for APIs and integrations with banks, payment providers, data vendors, credit bureaus, and other fintech infrastructure partners., • Prototyping & UX: Use tools such as Figma and modern AI prototyping platforms to rapidly test workflows and product concepts before committing engineering resources., • New Products: Help launch new financial products and capabilities as Specialty Capital expands beyond its core revenue-based financing platform., • International Expansion: Support the product and technology requirements for our expansion into Canada and future markets. Qualifications • What We're Looking For, • 5+ years of product management experience, preferably in fintech, lending, payments, credit, or financial services., • Experience with MCA, revenue-based financing, SMB lending, or alternative lending is strongly preferred., • Strong understanding of lending workflows, including application intake, underwriting, credit decisioning, funding, servicing, and renewals., • Demonstrated experience taking products from problem identification through production launch and iteration., • Comfortable working closely with engineers and discussing APIs, integrations, data structures, system dependencies, and technical tradeoffs., • Strong analytical skills and the ability to use data to make product decisions. SQL experience is a plus., • Experience with Figma, prototyping tools, and modern AI-assisted product-development tools., • Ability to turn ambiguous business problems into structured requirements and actionable product plans., • Comfortable operating in a founder-led, entrepreneurial environment where priorities move quickly and individual ownership is high., • Strong written and verbal communication skills. Required Skills • Product Management, • Fintech, • Lending Platforms, • Alternative Lending, • Product Strategy, • Agile Development, • API Integrations, • Data Analysis, • Underwriting Workflows Preferred Skills • Revenue-Based Financing, • Merchant Cash Advance, • SMB Lending, • Credit Decisioning, • SQL, • Figma, • AI Prototyping, • Payments, • Embedded Finance, • Canadian Financial Services Equal Opportunity Statement Equal Opportunity Specialty Capital is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals and are dedicated to creating an inclusive environment for all employees. If you're a product builder who understands fintech, loves solving complicated operational problems, and wants to see the direct impact of what you ship, we'd love to start a conversation. Fintech · Product Management · Alternative Lending · Revenue-Based Financing · MCA · SMB Lending · Credit · Underwriting · AI · Automation · Payments · Embedded Finance · APIs · Figma · Product Strategy · Canada

Job Description Role Overview Specialty Capital is seeking a Compliance & BSA Analyst to support the execution and ongoing maintenance of our compliance and BSA/AML programs as we partner with a regulated bank sponsor. This role plays a critical part in ensuring regulatory readiness, supporting bank examinations and audits, and maintaining strong controls across lending, servicing, marketing, and third-party relationships. This is a hands-on, execution-focused role, ideal for a candidate with foundational experience in bank or fintech compliance and BSA/AML, who understands regulatory expectations and thrives in a fast-growing environment. Key Responsibilities: Compliance Management System (CMS) • Support the day-to-day operation of Specialty Capital’s Compliance Management System (CMS)., • Maintain and update compliance policies, procedures, risk assessments, and applicability matrices., • Assist with preparation of materials for bank partner due diligence, audits, and ongoing monitoring. Regulatory Compliance • Support compliance oversight across applicable laws and regulations, including:, • ECOA / Regulation B, • FCRA / FACTA, • TILA / Regulation Z, • UDAAP / UDAP, • CAN-SPAM, TCPA / TSR, • E-SIGN, ADA, • SCRA, • Applicable state lending and disclosure requirements, • Track regulatory changes and assist in assessing applicability and operational impact. Support execution of compliance monitoring and testing plans, including documentation of results and remediation tracking. BSA / AML / OFAC Support • Support the execution of Specialty Capital’s BSA/AML/CFT program, including:, • Customer Identification Program (CIP), • Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD), • Beneficial ownership documentation, • OFAC screening support, • Assist in maintaining BSA/AML policies, procedures, and risk assessments., • Support SAR-related documentation and escalation processes (as applicable)., • Maintain BSA training records and assist with employee training coordination., • Support bank partner and auditor requests related to BSA/AML controls. Applicant & Customer-Facing Disclosures • Assist with review, maintenance, and version control of:, • Loan agreements and promissory notes, • Adverse Action Notices, • Privacy Notices, • Applicant and guarantor disclosures, • Help validate the accuracy and consistency of disclosures generated by internal systems and third-party vendors. Complaints & Issues Management • Support the complaint management program, including logging, tracking, and trend analysis., • Assist with issues management, ensuring corrective actions are documented, tracked, and completed., • Help incorporate prior audit findings and regulatory feedback into ongoing monitoring activities. Third-Party Risk & Vendor Oversight • Support compliance aspects of third-party risk management, including:, • Vendor due diligence and onboarding documentation, • Review of SOC reports, certifications, and compliance artifacts, • Tracking ongoing monitoring requirements, • Coordinate with Operations, Legal, and IT on vendor compliance obligations. Training & Reporting • Assist in coordinating compliance and BSA/AML training for employees and contractors., • Maintain training schedules, logs, and completion records., • Prepare compliance summaries and reporting for internal leadership and bank partners. Qualifications: Required • 1+ year of experience in compliance, BSA/AML, risk, audit, or regulatory support within:, • Banking, • Fintech, • Consumer or small-business lending, • Working knowledge of core U.S. financial-services regulations and BSA/AML fundamentals., • Strong organizational skills and attention to detail., • Ability to work cross-functionally with Operations, Credit, Product, and Technology teams., • U.S.-based and authorized to work in the United States. Preferred • Experience supporting bank sponsor relationships or regulatory examinations., • Exposure to Compliance Management Systems (CMS)., • Familiarity with complaint management, monitoring/testing, or audit support., • Bachelor’s degree in Business, Finance, Risk, Compliance, or related field.

Job DescriptionJob Description: Automotive Finance Manager If you're serious about your career, then rest assured you've come to the right place. You'll find the opportunities, resources, and support you need to grow and develop professionally. We are committed to your success and invested in your future. Finance & Insurance Manager is responsible for coordinating the sale of finance and insurance programs to customers. The Finance and Insurance Manager works with lenders and financial institutions to provide financial services to dealership customers. Essential Duties and Responsibilities include the following. Other duties may be assigned. Sells financing and insurance to customers. Responsible for the attainment and gross production of financial services’ goals and objectives. Reviews customer credit applications. Makes extended service contracts and other owner protection programs available to customers. Assesses profitability to dealership of financing arrangements. Utilizes the menu selling process. Ensures necessary documentation for each deal is complete by utilizing a deal checklist. Maintains Customer Satisfaction scores at or above company standards. Works closely with sales team. Ensures compliance with all laws and regulatory obligations relative to financial services and products. Supports the dealership’s initiative in Safeguard and Transaction compliance programs. Complies with all Safeguard and Transaction compliance rules and regulations. Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations. Oversees completion and submission of all financing documents. Acts as liaison between the customer and the lending institution. Reinforces company policies and adheres to company standards. Encourages compliance with applicable laws and regulations. Ensures adherence to F&I reporting requirements of company. Attends weekly manager meetings. Maintains effective employee relations. Promotes and maintains good ESI. Job Requirement: At least '3' years automotive dealership F&I producer experience required Finance and Insurance Management training preferred Proven track record Strong record of positive Customer Satisfaction results Team-oriented Submit to and successfully complete MVR, background check, and pre-employment drug test Valid driver's license with good driving record Benefits Include: Our team members enjoy a positive working environment with opportunities for professional growth through training and advancement from within the organization. Our team members also enjoy a comprehensive benefits program including: Medical, Employee discounts on vehicle purchases, parts and service Paid-time-off Comprehensive employee recognition programs. Continued training through the manufacturer. Opportunities for career advancement. When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. We Would Love To Talk With You! Apply By Clicking The 'Apply Now' Button

Job Description About Us Premium Merchant Funding (PMF) provides fast, flexible funding to small and mid-sized businesses across the country. We want every merchant we fund to have a transparent, professional experience, and we're building a team to make sure that happens. The Role We're looking for a detail-oriented, personable Quality Assurance Specialist to contact newly funded merchants and gather honest feedback about their experience. You'll speak with business owners about how they were treated during the funding process, and your findings will go straight to leadership to help us improve our service, our sales team, and our broker partnerships. Schedule: Full-time, Monday through Friday, 10:00 AM to 6:00 PM, in office in Inwood, NY. What You'll Do • Make outbound calls to funded merchants to run structured quality-assurance interviews, • Ask about their experience with the sales rep, or with the broker on brokered deals: professionalism, clarity, responsiveness, and whether they were represented accurately, • Confirm that merchants understood their terms and find out about any unexpected fees, charges, or surprises, • Record feedback accurately in our CRM and survey tools, • Flag concerns, complaints, or possible compliance issues to management right away, • Send and follow up on post-funding feedback surveys, • Spot trends and help prepare regular reports on merchant satisfaction and rep/broker performance Requirements • 1+ years in customer service, call center, client relations, or a similar phone-based role, • Excellent verbal and written communication skills, with a warm, professional phone manner, • Good listening skills and the ability to ask thoughtful follow-up questions, • Strong attention to detail and accurate note-taking, • Comfortable handling sensitive or critical feedback calmly and objectively, • Organized and self-motivated, able to manage a high volume of calls, • Comfortable with CRM systems, Google Workspace, and Microsoft Office, • Experience in financial services, lending, or MCA is a plus but not required Benefits • $52,000 annual salary, • 401(k) retirement plan, • Paid time off (PTO), • Paid days off for stock market holidays and Jewish holidays, • Consistent weekday schedule (10 AM to 6 PM), no nights or weekends, • Professional office environment on Long Island, • A visible role with direct impact on how the company serves its clients, • Room to grow within a fast-moving company

Job Description A privately held real estate investment, development, and operating company is seeking an experienced Chief Financial Officer to oversee the financial and accounting functions of a growing real estate platform. The CFO will work closely with senior leadership and ownership and serve as a key member of the executive team. Key Responsibilities: • Oversee all accounting, finance, and financial reporting functions, • Manage budgeting, forecasting, and cash flow planning, • Oversee banking, lending, and financing relationships, • Manage financial reporting across real estate assets and development projects, • Maintain and strengthen internal controls and financial processes, • Coordinate tax planning, audits, and relationships with outside accounting professionals, • Provide financial analysis related to acquisitions, investments, development projects, and financing opportunities, • Oversee and develop the accounting and finance team, • Partner closely with ownership and senior management on financial strategy and key business decisions Qualifications: • Significant senior-level accounting and finance experience within real estate, • Background with real estate ownership, development, investment, or property operations, • Strong financial reporting, budgeting, cash flow, and analytical experience, • Experience working within a privately held or entrepreneurial organization strongly preferred, • CPA and/or strong technical accounting background preferred Salary: $275,000 - $350,000

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. We are seeking motivated, collaborative professionals who bring creativity, compassion, and a strong work ethic to a dynamic team environment. We are looking for a Senior Accountant or Controller for our New York City or White Plains, NY offices to oversee day-to-day accounting, financial reporting, and internal controls for Monticello as a corporate entity and its portfolio of affiliate debt funds across various legal entities. This role partners closely with Monticello's Accounting leadership, coordinates with fund administrators, external audit and tax firms, and third-party accounting consultants, and is expected to grow into ownership of the firm's close, audit, tax, and compliance processes. Key Responsibilities: • Accounting & Financial Reporting: Lead the monthly close and financial statement preparation for certain Monticello affiliated entities and its affiliate business units, working within NetSuite, Kyriba, and Ramp, for review and presentation to firm leadership; maintain accounting policies and internal controls., • Fund Oversight: Serve as lead liaison between Monticello and its fund administrator across 40+ private funds for which Monticello is investment manager, including regular correspondence, process-driven review and sign-off on monthly/quarterly NAV packs, preparation of investor reporting materials, and assistance with quarterly investor distributions. Coordinate with the offshore team and fund administrators to review the documentation supporting the monthly NAV testing procedures for a public reporting REIT. Support treasury functions across Monticello and its affiliate funds, including cash management, funding coordination, and wire processing., • Audit Support: Act as lead audit liaison for Monticello, which completes approximately 45–50 audits each year across two external audit firms; field audit requests, review and draft financial statements, and project manage the overall audit process, including regular communication with the fund administrator and valuation firms., • Tax Support: Act as lead tax liaison for Monticello and its affiliate entities, which complete 300+ tax returns each year across two external tax firms; field tax requests and project manage the tax return filing process., • Covenant & Compliance Reporting: Lead preparer of all covenant and compliance reporting the firm is subject to, including both corporate guarantees and guarantees at the affiliate fund level., • Systems & Team: Support finance technology implementations (e.g., Kyriba, Netsuite, Ramp) and, as the role grows, help manage and develop accounting staff. Job Requirements: • Bachelor's degree in Accounting or Finance required; CPA a plus, • 3-5 years of corporate or public accounting experience for Senior Accountant candidates; 6-10 years, including prior supervisory or controller-level experience, for Controller candidates., • Strong understanding of GAAP, internal controls, and financial statement preparation., • Public company accounting/reporting experience a plus for support of REIT reporting requirements., • Some understanding of real estate, lending, investment management, credit, and/or REITs, • Auditor experience preferred., • Proficiency in Excel required; experience with Kyriba and/or Netsuite strongly preferred, • Strong work ethic, analytical and problem-solving skills, and ability to work independently and manage multiple priorities., • Excellent oral and written communication skills., • Work in the office as required by office policy. At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position in New York City is $110,000 to $160,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Job Description We are seeking a Commercial Mortgage Loan Officer Originator - HARD MONEY to become a part of our team! You will evaluate and authorize approval of real estate, residential and commercial loans. WE PROVIDE LEADS. MORTGAGE NMLS NOT REQUIRED FOR COMMERCIAL Responsibilities: • Advise borrowers on financial status and payment methods We provide leads so NO COLD CALLING. 70/30 split on leads provided. 30/70 split on self generated deals that are your own. This is commercial lending so loans avg from 1mm-50mm Back office support with pricing and structuring loans Capital Markets on the floor to price and structure loans Processor on the floor to close loans Sales Manager on the floor to guide and assist Monthly Draws available Nationwide coverage You DO NOT NEED A LICENSE / nmls We pay the next day after loan closes.. No taxes taken out. 1099

Job Description About Guaranteed Rate Affinity Guaranteed Rate Affinity, LLC is a joint venture between Guaranteed Rate, Inc. (NMLS: 2611) and some of the most recognized real estate brands in the market. We provide mortgage origination services to the clients of these well-known brands, providing our Loan Officers with greater alignment, stronger referral flow, and access to premium real estate channels. What’s the Role? We are currently seeking a hard-working, dedicated Mortgage Loan Officer to join our innovative and passionate team. Internally, this role operates at an elevated level, and you are expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow you to focus primarily on building relationships and growing your business. A 5-star customer experience and a successful proactive pipeline flow begin with you. Core Responsibilities: • Origination Consultation: Originate first or second purchase mortgages and refinance loans. Provide pre-qualifications, take full loan applications, and present the best financial products for each customer’s unique situation., • Pipeline Management: Review active loan files and pipeline reports daily. Delegate and audit file responsibilities to ensure smooth processing, utilizing our POD Flow Checklist., • Problem Solving: Actively resolve loan-level issues, restructure files as needed, and continuously monitor team turn times to minimize lock expirations and delays., • Relationship Building: Aggressively promote Guaranteed Rate Affinity to real estate agents, builders, financial planners, and other referral sources to develop strong, long-term partnerships., • Compliance Expectations: Conduct all operations in accordance with the CFPB, GRA policies, and local/federal regulations. Set proper expectations and provide timely status updates to borrowers and referral partners. Minimum Qualifications: • Licensing: Current state licensing and registration under the National Mortgage Licensing System and Registry (NMLS) is required., • Experience: 3+ years of experience in the consumer loan industry with a strong track record of telephone sales and closing., • Technical Knowledge: Expert knowledge of CFPB disclosure requirements, secondary market pricing scenarios, investor guidelines, and Conventional, FHA, VA, and USDA programs., • Skills: Highly organized, self-motivated, and tech-savvy. Must be comfortable working in a paperless environment using modern lending software. Compensation Benefits: This is a high-upside sales role. The Loan Officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships, and performing work away from the office. • Pay: $60,000 - 200,000+ per year, commission-based, • Structure: 100% commission-based, directly tied to individual sales performance. Eligible candidates may also qualify for a discretionary sign-on bonus., • Benefits: We offer a comprehensive benefits program including a company-sponsored 401(k), medical/dental/vision/prescription drug benefits, flexible spending accounts, life insurance, commuter benefits, well-being resources, and more. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

About the Role We are a rapidly growing Special Situations fund with commitments across a diverse range of asset classes, including aviation finance, consumer loan pools, direct lending, preferred equity, bank debt, and equity capital markets. We are building a first class operations platform from the ground up, and this hire is a critical part of that effort. We are seeking an Operations Associate who is eager to take ownership, work across the full trade lifecycle, and help design the processes and infrastructure that will scale with the firm. This is not a maintenance role. It is an opportunity for someone who wants to build something and leave a mark on how a modern alternatives platform operates. Key Responsibilities Trade Operations and Lifecycle Management · Book, monitor, and reconcile trades across special situations asset classes including aviation finance, consumer loan pools, direct lending, preferred equity, bank debt, and equity capital markets. · Support the full derivatives trade lifecycle across swaps, interest rate swaps, and FX instruments, including confirmation, margin, and settlement. · Coordinate with portfolio managers, counterparties, trustees, and servicers to ensure timely trade booking, confirmation, and settlement. · Manage and maintain trade data integrity across the OMS (Enfusion preferred), fund administrator, and custodians. · Support onboarding of new deal structures and asset types, working with legal, finance, and portfolio management to establish operational workflows. KYC and Counterparty Onboarding · Manage KYC and AML documentation for new and existing counterparties, brokers, and investors in coordination with compliance and legal. · Maintain counterparty onboarding records and ensure all required documentation is current and complete. Reconciliation and Reporting · Review daily position, cash, and NAV reconciliations across accounts, lenders, servicers, and administrators. · Investigate and resolve breaks or discrepancies in positions, pricing, or valuations across illiquid and structured instruments. · Support month end close and investor reporting processes, ensuring accuracy across a diverse portfolio. Liquidity Management · Monitor daily cash positions and liquidity across fund accounts, ensuring sufficient capital availability to support investment activity and operational needs. · Coordinate with portfolio managers, the administrator, and prime brokers on cash movements, funding requirements, and capital calls. Risk and Analytics Support · Monitor portfolio exposures, yields, durations, and cash flow profiles across structured credit and direct lending positions. · Support portfolio managers with ad hoc analytics on deal performance, counterparty exposure, leverage, and return attribution. · Track and report on covenant compliance, borrowing base calculations, and servicer reporting for consumer and direct lending assets. Platform Development and Process Improvement · Partner with portfolio management and technology to build out scalable operational workflows, data pipelines, and reporting infrastructure. · Identify manual processes and drive automation initiatives across the operations function. · Help define and implement operational standards, controls, and documentation as the firm grows. · Contribute to the evaluation and implementation of new systems and vendor relationships. Qualifications Required · Bachelor's degree in Finance, Economics, Accounting, Engineering, or a related field. · 4 to 8 years of experience in fund operations, middle office, or trade support, with exposure to credit, structured products, or alternative asset classes. · Strong understanding of trade lifecycle, reconciliation, and settlement processes across illiquid or complex instruments. · Comfort working with diverse deal structures including loans, ABS, equity co invests, preferred tranches, and derivatives. · Advanced Excel skills; experience building and maintaining operational models or reports. · High attention to detail and a bias toward ownership and follow through. Preferred · Experience with Enfusion OMS/EMS or a comparable portfolio management system. · Python or SQL skills for data analysis or reconciliation automation. · Proficiency with AI tools and a working knowledge of how to apply them to operational workflows, analytics, and reporting. · Experience working with fund administrators, trustees, or loan servicers. · KYC or counterparty onboarding experience within a regulated investment management environment. What We Are Looking For We want someone who is hungry. Someone who sees a whiteboard and wants to fill it in. The right candidate takes initiative, communicates proactively, and does not wait to be told what needs fixing. You will have real autonomy and real impact from day one. · Builder Mindset: Comfortable operating in an environment where processes are still being defined, and energized rather than unsettled by it. · Ownership: Takes full responsibility for work products, escalates quickly when something is off, and closes loops without being asked. · Cross Asset Curiosity: Genuine interest in understanding diverse deal structures, not just processing them. · Analytical Rigor: Able to work through complex, non standard data and produce clean, reliable outputs. · Communication: Clear and direct with portfolio managers, counterparties, and administrators alike. · Team Player: Willing to do what the team needs, whether that is building a new model or chasing a settlement break.

A fintech-driven asset-based lender is seeking a Product and Strategy Manager to own their product roadmap and drive AI integration across their proprietary lending platform. This is a builder's role for someone who sits at the intersection of strategy, technology, and product thinking. The right candidate has sharpened their skills in consulting or a demanding operator environment and is comfortable going deep with engineers while communicating clearly to executive and investor audiences. The ideal candidate brings a rare combination of technical fluency, structured strategic thinking, and hands-on product ownership. They are AI-native, use LLMs and automation tools in their daily workflow, and have a strong point of view on how technology creates business leverage. This individual thrives in small, high-ownership environments and moves with speed and precision. Key Qualifications: • 4–8 years of experience across engineering, consulting, and/or product roles, • Technical fluency required: able to read specs, review pull requests, and partner closely with engineers; hands-on experience with code preferred, • Experience at a top-tier strategy or consulting firm (McKinsey, Bain, BCG, Deloitte or equivalent) strongly preferred, • Demonstrated experience with AI/ML product integration, LLMs, and intelligent workflow automation, • Strong command of product management tools including Figma, GitHub, Asana, and CI/CD environments, • Exceptional analytical and communication skills with the ability to translate technical concepts for non-technical audiences, • Fintech or financial services experience preferred, • Bachelor's degree required; advanced degree a plus

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.

Leading global banking institution seeks an experienced Head of Loan Review – Americas with 10–15 years of banking, loan review, credit review, or credit risk review experience. This senior leadership role is responsible for the independent review of the U.S. loan portfolio, including the effectiveness of credit risk identification, risk ratings, underwriting and documentation, collateral, problem credits, and policy and regulatory compliance. The Head of Loan Review will lead the Loan Review function, establish review methodologies and annual and multi-year review plans, manage and develop the team, and communicate findings and follow-up actions to senior management and governance committees while maintaining the independence of the function. Key Responsibilities: • Lead the independent review of the U.S. loan portfolio and evaluate the effectiveness of credit risk identification, underwriting, administration, and ongoing monitoring., • Develop and maintain Loan Review policies, methodologies, risk-based review standards, and annual and multi-year review plans., • Assess credit risk ratings, loan documentation, collateral, covenant compliance, problem credits, exceptions, and adherence to internal credit policies and applicable regulatory guidance., • Evaluate credit quality across specialized and commercial lending areas, including commercial real estate, oil & gas, project finance, C&I, and large corporate lending., • Review origination, underwriting, documentation, portfolio management, and restructuring/workout practices and identify emerging or systemic credit-risk issues., • Prepare clear, independent Loan Review reports, communicate findings to senior management and governance committees, and monitor corrective actions and follow-up., • Lead, staff, train, and develop the Loan Review team and ensure appropriate expertise, coverage, and quality across review activities., • Maintain the independence and objectivity of the Loan Review function and support regulatory examinations and related inquiries. Qualifications: • 10–15 years of banking and credit experience, with substantial experience in Loan Review, Credit Review, or Credit Risk Review and exposure to restructuring/workouts., • Strong knowledge of commercial and specialized lending, including commercial real estate, oil & gas, project finance, C&I, and large corporate credit., • Demonstrated expertise in credit risk ratings, problem credits, exceptions, loan documentation, collateral, underwriting, and portfolio risk assessment., • Experience developing or executing risk-based loan review programs, policies, methodologies, and annual or multi-year review plans., • Prior management experience with demonstrated ability to lead, develop, and oversee credit or loan review professionals., • Strong analytical judgment and the ability to communicate independent credit conclusions effectively to senior management and governance committees., • Bachelor’s degree required; MBA or CFA preferred. Reporting & Governance: The Head of Loan Review – Americas reports administratively to the CUSO Chief Risk Officer and functionally to the U.S. Risk Committee, supporting the independence and objectivity of the Loan Review function. This position provides an excellent opportunity to continue to learn and grow in a team oriented and professional working environment. Excellent compensation, benefits and bonus. Our client has exhibited a strong growth record and global presence and remains committed to investing in its employees. EOE.

A leading real estate law firm is seeking a mid-level Associate with approximately 4-6 years of commercial real estate experience to join its growing New York practice. This is an opportunity to work on a broad range of sophisticated real estate matters while gaining meaningful exposure across different areas of the practice. The ideal candidate will have a well-rounded background and be comfortable working across multiple types of commercial real estate matters rather than being narrowly specialized. Key areas may include: • Commercial real estate transactions, • Real estate finance and lending, • Leasing and landlord representation, • Landlord/tenant matters, • General real estate transactions The firm offers a collaborative environment with significant hands-on responsibility, direct exposure to sophisticated matters, and opportunities to take on increasing responsibility over time. Associates are also supported in developing client relationships and expanding their practices. Ideal Background: • 4-6 years of relevant commercial real estate experience, • Broad exposure to general real estate matters, • Strong legal writing, drafting, and analytical skills, • Ability to work independently and take initiative, • Strong interest in long-term professional and client development, • Admission to the New York Bar required / JD is a plus Work Structure: Hybrid

Senior Director – Business Development (North America) Location: United States (North America) Company: Infosys Finacle (An EdgeVerve Systems Company) Infosys Finacle is seeking a Senior Director – Business Development, Products & Platforms for its wholly owned subsidiary, EdgeVerve Systems. Finacle is the industry-leading digital banking solution suite from EdgeVerve Systems. Finacle helps traditional and emerging financial institutions drive digital transformation through frictionless customer experiences, ecosystem-led growth, insights-driven interactions, and intelligent automation. Today, banks in over 100 countries rely on Finacle to serve more than one billion consumers and 1.3 billion accounts. Responsibilities: The Senior Director, Business Development will be responsible for managing strategic client relationships and driving business growth across the North America (USA) region. • Manage client relationships, build and grow a sales portfolio, and own the complete opportunity management cycle: Prospect → Evaluate → Propose → Close., • Drive new logo acquisition and expand business within existing banking and financial services accounts., • Lead sales of Finacle Core Banking, Digital Banking, Payments, Lending, and Banking Transformation solutions., • Develop and execute account growth strategies, including pipeline development, stakeholder mapping, pricing strategy, and pursuit planning., • Build and maintain executive relationships with CXOs, business leaders, and transformation stakeholders., • Collaborate with product, consulting, pre-sales, and delivery teams to ensure successful client outcomes., • Lead client presentations, proposal development, commercial negotiations, and contract closures., • Drive revenue growth and market penetration across banks, credit unions, and financial institutions in North America. Required Qualifications • Bachelors degree or foreign equivalent from an accredited institution., • 12-15 years of experience in Core Banking Solution Sales, Digital Banking Solution Sales,, • Banking Technology Sales, or Fintech Product Sales., • Proven track record of selling Core Banking Solutions and Banking Platforms to financial institutions., • Strong experience in business development, relationship management, and strategic account management., • Experience selling into Tier-1 and Tier-2 banks and financial institutions across North America. Strong understanding of: o Retail Banking o Commercial Banking o Corporate Banking o Digital Banking Transformation o Payments and Transaction Banking o Lending Platforms • Demonstrated success in managing complex sales cycles and closing large transformational deals., • Proven hunter mentality with a strong track record of new logo acquisition and revenue growth., • Understanding of enterprise-grade product deployment and implementation lifecycles., • Track record of engaging and influencing C-level executives and senior business stakeholders., • Hands-on experience developing proposals, responding to RFPs/RFIs, and delivering executive presentations., • Strong leadership, communication, negotiation, and presentation skills., • Experience working in a product company and collaborating with large services organizations and channel partners within Banking and Financial Services. Preferred Qualifications • Prior experience selling Finacle or other leading Core Banking platforms., • Deep understanding of the North American banking and financial services landscape., • Knowledge of banking modernization, cloud transformation, AI, automation, and digital banking initiatives., • Knowledge of industry-specific go-to-market strategies and banking business drivers., • Experience working within a Global Delivery Model., • Experience managing large, multi-state or multi-location sales engagements., • Experience collaborating within a matrix organization., • Existing relationships with banking executives and decision-makers across North America. Ideal Candidate Profile • Hunter-oriented sales leader with a demonstrated ability to win new logos., • Strong network within North American banks and financial institutions., • Proven experience selling Core Banking, Digital Banking, Payments, Lending, or Banking Transformation platforms., • Ability to manage complex, multi-million-dollar sales opportunities from inception through closure., • Strategic relationship builder capable of influencing senior banking executives and driving long-term account growth., • Passion for helping financial institutions accelerate digital transformation through innovative banking technology solutions.

Role Overview An established investment management firm is seeking an Analyst to support Debt Portfolio Management team, including underwriting, and portfolio oversight for a large, diversified commercial real estate loan portfolio. The portfolio includes loans across multifamily, retail, office, and industrial assets Key Responsibilities • Monitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processes, • Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers, • Support risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics, • Assist with investor reporting, • Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets, • Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation, • Develop and maintain financial models using Excel and ARGUS, • Support efforts to improve processes through technology and automation initiatives Qualifications • Bachelor’s degree in Finance, Real Estate, Economics, or a related fi, • 1–3 years of experience in commercial real estate, lending, structured finance, or a related fi, • Exposure to CMBS, CLOs, or balance sheet lending is a plus, • Advanced proficiency in Microsoft Excel, • Experience with ARGUS is preferred

Zeichner Ellman & Krause LLP is a medium-sized prestigious mid-town banking law firm that fosters an environment where talented individuals with diverse backgrounds and experiences can work in a collegial atmosphere. ZEK’s growing Banking and Real Estate Lending Practice is seeking an attorney with three to five years of experience. Qualifications: • J.D. from a law school accredited by the American Bar Association (ABA), • Admitted to practice law in New York or passed the bar and awaiting admission, • Three to five years of experience as banking and lending associate Responsibilities: The role will include drafting documentation for bank and non-bank financial institutions and private lenders for transactions secured by real estate, various other types of personal property, as well as for non-performing remedial matters. The ideal candidate should have strong writing, organizational and analytical skills and is capable of running a transaction as part of the team and on their own. See our website www.zeklaw.com to learn more about our firm, which is a 40+ year old law firm with a history of high-quality work and strong integrity practicing in a collaborative environment and poised for continued strong growth. The salary range is $160,000-$190,000, commensurate with experience. To apply, upload resume and cover letter combined in one pdf. Please Note: We are not accepting submissions from recruiters or agencies. Direct applicants only. Job Type: Full-time License/Certification: NY Bar Admission Required Work Location: In person (with some remote flexibility) Benefits: • Medical Insurance, • Dental Insurance, • Vision Insurance, • Disability Insurance, • 401(k), • Paid Parental Leave, • Generous Paid Time Off, • Commuter Benefits, • Professional development assistance

Join a fast-growing fintech company building modern software and financial solutions for healthcare providers across the U.S. Backed by experienced founders and leading investors, the company is expanding rapidly and looking for engineers who thrive in a fast-paced, high-ownership environment where they can have a direct impact on the product and business. About the Role • Design and build backend services powering fintech and SaaS products for healthcare customers, • Develop scalable APIs and database schemas for new product features, • Build and maintain Node.js applications with a focus on performance, reliability, and security, • Investigate and resolve production issues in partnership with Customer Support, • Estimate development effort and proactively communicate progress, risks, and blockers, • Collaborate closely with product managers, designers, and fellow engineers to deliver new functionality, • Contribute to architectural decisions and engineering best practices as the platform continues to scale, • Help shape a rapidly growing product roadmap while working in a high-performance, collaborative engineering culture Requirements • 5+ years of professional JavaScript development experience, • 5+ years developing backend applications with Node.js, • 2+ years working with Express.js or similar backend frameworks, • Experience designing and building RESTful APIs, • Strong experience with PostgreSQL and relational database design, • Solid understanding of backend architecture and scalable system design, • Experience building applications in the fintech, payments, banking, lending, or marketplace space strongly preferred, • Comfortable troubleshooting production issues and collaborating across technical and non-technical teams, • Self-starter who takes ownership, communicates effectively, and thrives in a fast-moving environment Compensation & Benefits • Base salary: $160,000–$240,000, depending on experience and location, • Performance bonus opportunity, • Equity participation, • Comprehensive medical, dental, and vision coverage, • 401(k) with employer match, • Hybrid work schedule (4 days in-office, 1 remote)

A top-performing commercial bank is seeking a Senior Relationship Manager for their well-established Asset-Based Lending team. This individual will be in the New York location and be resposible for all phases of relationship marketing and management. You will focus on ABL originations and development relationships with middle-market customers. Strong Compensation Structure: Performance driven bank so lots of upside on the bonus Robust Growth! • Loan Growth: Up 7% year-over-year, • Revenue Performance: Revenue surged over 13% year-over-year, • About 20% increase in EPS Featured benefits • Medical insurance, • Vision insurance, • Dental insurance, • 401(k)

DCM Bonds role at mid-sized foreign bank in NYC Summary: The Debt Capital Markets Bonds team advises, arranges, originates and executes debt financings for corporations, financial institutions, sovereigns and public sector borrowers. The New York team focuses on US corporates and provides clients access to the global debt capital markets. Responsibilities: • Analyze market developments, companies, and industries, • Production of client facing marketing materials, including pitch books, market updates, and pricing indications, • Create company and industry specific financial models, • Assist execution of live deals, • Support our global debt capital markets bonds team as a liaison for our USD pricing and presentation activities, • Miscellaneous responsibilities as required to support the local Corporate Finance team, • Compliant with all regulatory requirements at all times Qualifications: • Bachelor’s degree required, • 1-2 years solid finance and capital markets background, • Experience in banking or finance – e.g. credit analysis, financial modeling, corporate lending, risk management, • Debt capital markets experience highly preferred, • Expected above average proficiency in MS Office (Excel, Word, PowerPoint, Outlook), • Financial modeling and Bloomberg experience highly preferred

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

US Analyst – Global Markets Crédit Agricole CIB | New York, NY About the Role Credit Agricole CIB's Global Markets Division is hiring entry-level Analysts across four desks in New York: • Global Repo & Indexing (GRI) – Equity Finance & Delta One, • FX Non-Linear Trading – FX Options, • FX – Emerging Markets (Brazil / LatAm), • Global Markets Structuring – Cross-Asset Analysts work directly alongside experienced traders and structurers, with exposure to the full lifecycle of trading and structuring activity from day one. Each placement offers a clear development path within Global Markets. Description of each team: Global Repo & Indexing (GRI) – Equity Finance & Delta One The GRI desk manages equity financing and Delta One trading activity, including securities lending, repo, and index-linked products. Analysts on this desk support senior traders in monitoring positions, pricing transactions, and managing the day-to-day flow of a fast-moving equity finance business. FX Non-Linear Trading – FX Options The FX Options desk is responsible for market-making and risk management across a range of vanilla and exotic FX derivatives products. Analysts work alongside experienced options traders, gaining hands-on exposure to derivatives pricing, Greeks management, and client flow in a high-intensity environment. FX – Emerging Markets (Brazil / LatAm) The EM FX desk focuses on Brazil and broader Latin American currency markets, providing pricing and liquidity to clients across spot, forwards, and FX derivatives. Analysts support the trader with real-time market monitoring, flow analysis, and macro research with a specific focus on BRL and LatAm dynamics. Global Markets Structuring – Cross-Asset The Structuring desk designs and delivers bespoke derivatives and financing solutions across rates, FX, credit, and equity for institutional and corporate clients in the Americas. Analysts support senior structurers on pricing, term sheet preparation, and internal coordination across trading, legal, and compliance. Key Responsibilities Trading & Structuring Support • Monitor positions, market data, and real-time developments across relevant asset classes; flag anomalies to the desk promptly, • Support pricing of derivatives, FX, rates, credit, equity, and secured funding products (TRS, structured repo, etc.), • Assist in market-making activity and execute transactions within established risk parameters, • Prepare marketing materials, term sheets, and product presentations for the sales force Tools & Analytics • Build and maintain pricing models, spreadsheets, and analytical frameworks, • Compile daily P&L, risk, and market commentary reports for management, • Support flow analysis and position management across trading books Trade Processing & Risk • Input trades into Front Office systems accurately and on time (Sophis, SFCM, Orchestrade), • Assist with daily P&L reconciliation; escalate discrepancies appropriately, • Monitor position and risk limits intraday; flag potential breaches to senior traders Compliance & Controls • Comply with all legal, regulatory, and internal requirements including the bank's US Compliance Manual, • Complete all mandatory training; adhere to KYC procedures and applicable conduct rules, • Act as first line of defense — identify and escalate control issues or regulatory concerns Collaboration • Partner with Sales, Quant Research, Legal, Compliance, Middle/Back Office, and IT, • Liaise with global offices and contribute to team discussions on market strategy Essential • Bachelor’s degree in finance, math, stats, economics, engineering, CS or a related major, • Strong excel, solid grasp of financial markets and instruments, • Strong written and verbal English, • Candidate must be eligible to work in the US, • Candidate must not require Visa Sponsorship now or in the future (including F1, OPT, CPT) Desirable • Master’s in Finance or Financial Economics, • Internship in Capital Markets, trading, structuring, or a related quantitative role, • Python, VBA, SQL, Bloomberg/Reuters, knowledge of specific product areas Second language, derivative coursework or trading simulations Competencies: • Intellectually curious, • Highly numerate, • Detail-oriented, • Calm under pressure, • Team player, • Proactive and self-motivated Additional Information • Licensing: FINRA Series 7 & 63 required upon hire — the bank will support the process, • Systems: Bloomberg, Reuters/Refinitiv, Microsoft Office/Excel, and desk-specific Front Office platforms Salary: $100,000

JCW is looking to hire a Director of Credit Underwriting to lead a team of senior underwriters at a commercial bank in the Greater NYC area. This role owns staffing, training, and performance management for a team of 8 senior underwriters, alongside day-to-day workflow and turnaround times for the underwriting function. You'll underwrite across CRE, C&I, healthcare, and specialty lending, monitor loan maturities and renewals, and represent the department at Credit Committee - all reporting directly to the Chief Credit Officer. What you'll bring to the table: • 10+ years of commercial credit experience in a bank, • 7+ years of direct team leadership experience, • Executive presence and ability to function independently in a fast-paced, rapidly expanding environment, • Focus on Digital Innovation and a growth mindset is highly preferred If this isn't for you but you know the right person, drop me a line - .

Director, Insurance ALM & Asset Allocation job! Our Client designs, distributes, issues, administers, and services annuity and related product solutions for individual consumers and institutions worldwide. Our Client is paving the way for industry-leading proprietary technology and system designs, along with third-party platform support for other institutions. The Director, Insurance ALM & Asset Allocation job's competitive base salary is $170k to $210k + Negotiable DOE. This Director, Insurance ALM & Asset Allocation job is located in New York City, NY. Hybrid or work from home 1 or 2 days per week. Apply now for this excellent Director, Insurance ALM & Asset Allocation job! Summary Our Client is seeking a Director, Insurance ALM & Asset Allocation to join its Insurance Investment Management team. In this role, you will lead asset-liability management (ALM) and asset allocation activities for the company's annuity general account. Specifically, you will focus on liability-driven portfolio positioning, strategic and tactical asset allocation, and portfolio optimization. Additionally, you will support capital, liquidity, and stress analytics while collaborating with investment, actuarial, product, finance, and other business partners. As a hands-on leader within a growing platform, you will assume significant responsibilities, influence investment decisions, and gain direct exposure to senior leadership. Our Client may also fill this position at the AVP level, depending on the selected candidate's experience and qualifications. Key Responsibilities Asset-Liability Management • Lead ALM analytics for fixed annuity liabilities, including duration and key-rate duration matching, convexity, cash flow gap analysis, reinvestment risk, and disintermediation risk., • Develop and evaluate liability and interest rate scenarios, including rate shocks, lapse and surrender sensitivities, and other stress scenarios. Subsequently, translate analytical findings into actionable portfolio positioning recommendations., • Collaborate with internal and external actuarial partners to evaluate liability cash flows, refine modeling assumptions, strengthen analytical processes, and deliver recurring ALM reports., • Partner with Product and other stakeholders to develop crediting rate strategies, manage spreads, evaluate new-money rates, and assess investment considerations that support competitive product pricing. Asset Allocation & Portfolio Analytics • Lead the strategic asset allocation process by developing risk/return assumptions, establishing asset class targets, optimizing portfolios, preparing governance materials, and supporting implementation., • Conduct tactical asset allocation and relative value analysis while considering yield, duration, credit quality, liquidity, capital requirements, and other portfolio characteristics., • Design, develop, and maintain portfolio construction models, optimization frameworks, and analytical tools that strengthen investment decision-making., • Evaluate new asset classes, investment programs, and transactions to determine portfolio suitability. In particular, assess expected returns, capital efficiency, liquidity, and ALM implications., • Collaborate with investment teams across public and private fixed income markets, including structured credit, mortgage loans, and asset-based lending. Through these partnerships, identify opportunities to enhance portfolio performance and diversification. Capital, Liquidity & Risk Management • Monitor portfolio liquidity, investable cash, contingent funding capacity, and liquidity stress scenarios to support effective risk management., • Analyze NAIC Risk-Based Capital (RBC) and AM Best's Best's Capital Adequacy Ratio (BCAR) requirements. Furthermore, evaluate how regulatory capital considerations influence investment strategies and asset allocation decisions., • Integrate capital efficiency, liquidity, and risk considerations into portfolio construction, investment evaluations, and transaction recommendations. Investment Governance & Reporting • Prepare and present portfolio positioning analyses, capital markets insights, and investment recommendations to senior leadership and other key stakeholders., • Support investment policy development, guideline compliance, statutory reporting, and rating agency requirements., • Additionally, collaborate on regulatory and reinsurance-related initiatives to ensure investment strategies align with broader organizational objectives. Qualifications Education & Professional Experience • Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science, Engineering, or a related quantitative discipline., • Bring approximately 5-10+ years of relevant professional experience. The Client will determine the appropriate title and level based on the candidate's expertise, accomplishments, and responsibilities., • Demonstrate experience in insurance investment management, insurance ALM, portfolio management, insurance asset management, or a closely related field., • Ideally, possess direct experience managing or supporting an insurance general account, preferably within a life insurance or annuity organization. Investment & Analytical Expertise • Demonstrate a strong understanding of fixed income portfolio management and ALM principles, including duration, convexity, cash flow matching, scenario analysis, and portfolio optimization., • Preferably, bring direct experience developing strategic and/or tactical asset allocation strategies for spread-based insurance liabilities., • Possess knowledge of structured investment products, including residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), and collateralized loan obligations (CLOs)., • Understand insurance capital frameworks, particularly NAIC RBC and/or AM Best BCAR, and their implications for investment decisions., • Additionally, experience with annuity products, derivatives, or hedging strategies will provide an advantage. Technical Skills • Demonstrate advanced Excel proficiency and strong financial modeling capabilities., • Ideally, possess experience with analytical and investment platforms such as Bloomberg, Clearwater, FactSet, Python, SQL, VBA, or comparable tools., • Apply quantitative analysis and financial modeling techniques to evaluate investment opportunities, assess portfolio risks, and develop practical recommendations. Leadership & Communication • Communicate complex investment concepts clearly and effectively through strong analytical, written, and verbal communication skills., • Translate detailed financial analyses into actionable recommendations that support senior leadership and investment decision-making., • Take ownership of key initiatives, manage competing priorities, and deliver results in a lean, fast-growing organization., • Furthermore, build productive relationships across investment, actuarial, product, finance, and other functional teams. Preferred Professional Credentials • CFA designation or progress toward earning the CFA charter., • Actuarial credentials or progress toward professional actuarial certification., • Advanced degree in Finance, Economics, Mathematics, Actuarial Science, or a related discipline.

Our client, a middle-market direct lending firm is seeking a VP of Investor Services to join their team. This is a newly created role due to growth. Total compensation between 400k to 500k. • Lead investor services, reporting, and operational workflows., • Support fundraising, investor due diligence, and information requests., • Oversee investor reporting, including fund performance, capital activity, financial disclosures, and ad hoc requests., • Manage investor onboarding, closings, transfers, and related stakeholder coordination., • Maintain data accuracy, reporting controls, and process documentation., • Drive operational improvements through automation and technology solutions., • Partner cross-functionally with investment, finance, operations, legal, compliance, and business development teams., • Prepare materials for investors, senior leadership, and board reporting., • Lead, develop, and scale the Investor Services team. 50560

Summary The Global Repo and Indexing business line, within the Global Markets Division, is looking for junior level candidate to join its Credit Repo and Secured Lending team in New York. The role would involve: 1) assisting senior traders with daily tasks such as P&L calculations and risk monitoring 2) assisting senior traders with the pricing and execution of structured transactions 3) risk analysis of transactions and collateral obligations The ideal candidate would have a post-graduate degree in an analytical field. Experience as a corporate credit analyst at a rating agency or equivalent a strong plus. Understanding of securitization structures, techniques and documentation helpful. Strong problem-solving and critical thinking skills are a pre-requisite. A native or fluent level of English is expected to be spoken. Key Responsibilities Transactions • Analyze, understand and price transaction risk and use of scarce resources to optimize risk/return, • Execute transactions in accordance with established risk management procedures and risk parameters., • Identify market opportunities and formulate trading strategy to optimize risk/return., • Input all executed trades directly into the Front Office Systems in a timely manner., • Monitor and manage position risk., • Partner with Structuring and Sales in providing client solutions, • Partner with and inform risk functions including obtaining risk approvals as necessary, • Keep abreast of the markets and risk by staying informed of economic, regulatory and technological changes Management and Reporting • Report Daily pnl, risk and key market movements to management and partners as required, • Escalate issues requiring management attention Mandate • Ensure strict compliance with the mandate attributed to the desk, • Sign the mandate in the MRL tool according to the procedure currently in place with the Bank, • Ensure that processes are in place for appropriate identification, escalation, review and response to any actual or potential violation of the regulations. Risk • Establish relationships with key risk functions, • Contribute to the evolution of overall risk parameters and processes., • Assist with managing and hedging the overall risk of the Repo & Secured Funding portfolio on an intra and inter day basis., • Ensure adherence with regard to position and risk limits., • Ensure adherence to the overall risk limits, including both credit and market risk, as set for Repo & Secured Funding., • Ensure adequate systems and information flow to allow monitoring and management of these risks., • Ensure that other categories of risk to which the Company is exposed (e.g. legal, operational, and reputational risk) are identified to the extent possible within the trading function. Such risks should then be delegated, documented and managed as appropriate within acceptable levels., • Risks manage the trading book for which responsible. Maintain such risks within the risk limits delegated by Market Risk together with any additional limits imposed to Repo & Secured Funding. Counterparties and clients • Develop and maintain relationships with peers in other organisations as applicable., • Represent the firm with external organisations (e.g., industry or product committees, and regulatory or governing bodies) if requested., • Notify Trading management and Back Office immediately of any and all trading disputes with counterparties., • Ensure adherence to KYC procedures and policies. Communication • Contribute to discussions with the other members of Repo & Secured Funding Trading teams as requested and as appropriate to review market strategy and exchange ideas and any other pertinent information., • Attend regular meetings or conference calls with the other members of Repo & Secured Funding Trading group as requested and as appropriate to review market strategy and exchange ideas and any other pertinent information., • Maintain open and constructive relationships with Sales and Structuring in executing transactions and building business, • Maintain open and constructive relationships with key risk functions, • Ensure that the relevant managers are made fully aware in a timely fashion of all matters that might have a material impact on the Repo & Secured Funding’s group performance, risk position or compliance with legal or regulatory requirements., • Liaise closely with global overseas offices Key Internal Contacts, where relevant • GRI team, • Chief Operating Officer (Global Business Manager) team, • Sales, • Structuring, • Market Risk, • Counterparty Risk, • Compliance, • Market Activity Monitoring (MAM), • Back office/Middle office (trade processing and settlements) Key External Contacts, where relevant • Clients/Counterparties, • Brokers Control • Ensure any warning signals of emerging issues in the business are followed up; ensure appropriate investigation and any appropriate remedial action., • Address, in the suggested timeframe, any points or recommendations made by internal or external auditors or regulators. Systems Used Internal Outlook, Office, Intranet; Apex, Orchestrade External Bloomberg; Reuters. Legal and Regulatory Responsibilities • Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the London Compliance manual and the Financial Crime Policy. Complete any mandatory training in line with legal, regulatory and internal Compliance requirements., • Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence., • Refrain from taking any steps which could lead to the removal of certification of fitness and propriety to perform the role., • Undertake all necessary steps to satisfy the annual certification process., • Comply with all applicable conduct rules as prescribed by the relevant regulator Qualifications/Education Required • Bachelor’s/University degree, preferably in an analytical area, followed by appropriate market relevant working experience Experience Required • 3 - 5 years of experience in trading and risk managing a trading book, where applicable, • Experience as a credit analyst Competencies Required • Team oriented, • Excellent communication skills and able to coordinate effectively with other Senior Managers, Sales, Structurers and Quants, • Ability to think quickly, make decisions using good judgement and prioritize in busy trading situations, • Ability to remain calm under pressure Skills & Knowledge Requirements • IT literate, • Credit analysis skills, • Strong numerical, analytical and spreadsheet skills

Leading NY based, specialty finance firm, which provides asset-based lending, receivables purchasing, and loan acquisitions, is looking to add an VP of Credit to the team. Vice President of Credit centers on leading underwriting, structuring, and risk management for credit transactions, including asset-based facilities and private credit investments. Will be responsible for evaluating deals, managing portfolio risk, and overseeing a team of analysts and associates. Performing borrower due diligence, building and guiding financial models, structuring deal terms (e.g., advance rates, covenants), presenting credit memos to senior stakeholders, and designing stress testing frameworks. Required: • 5–8 years of experience in private credit, leveraged finance, or securitization, with strong financial analysis, modeling, and credit underwriting expertise. (balance sheet, income statement, cash flow), • proficiency in loan documentation, strong communication skills, and the ability to lead complex transactions., • Bachelor’s degree in a related field is required, along with proven leadership, analytical ability, and organizational skills in a fast-paced environment.

Private Credit Deals Lawyer – New York Our Client, a leading global alternative investment manager is looking to hire an ambitious private markets deals counsel into its private credit asset management team in New York. The role sits in the investment business and combines transaction analysis, portfolio monitoring and risk management across a broad range of private credit investments. You will work closely with portfolio managers, investment professionals and senior stakeholders, developing independent views on transactions and portfolio risk while supporting investments throughout their lifecycle. The remit includes direct lending, leveraged finance, amendments and waivers, stressed and distressed situations, restructuring and special situations. Candidate profile • Approximately 2–5 years’ post qualified experience in a Top 50 AMLAW firm, • Strong transactional background in private credit, leveraged finance, banking, private equity, corporate M&A, restructuring or special situations, • Excellent understanding of deal structures and documentation, • Academic background: Strong Finance, Economics or Engineering Major, • Strong financial and commercial aptitude, including an understanding of capital structures, leverage, covenants, valuation and downside risk, • Intellectually sharp, pragmatic and confident communicating with senior investment professionals, • Candidates from investment managers or other relevant buy-side environments will be considered, • Candidates must have the right to work in the USA - either as a US Citizen or Green Card holder The client will provide a competitive and comprehensive compensation and benefits package.

A large financial institution is seeking a senior Data Science and Analytics Engineer to help expand and operationalize enterprise AI and machine-learning capabilities. This is a highly hands-on position for someone who combines deep technical expertise with the ability to provide direction, establish standards, and communicate effectively with business and technology leadership. You will build production-grade AI and analytics solutions while helping mature the organization’s engineering, MLOps, governance, and deployment practices. Responsibilities • Design, develop, and deploy enterprise machine-learning, AI, and advanced-analytics solutions., • Own analytics delivery from problem definition and feature engineering through model development, deployment, monitoring, and adoption., • Build scalable ML pipelines using Python, Databricks, Spark, and cloud-native technologies., • Integrate models into enterprise applications and operational workflows., • Establish MLOps standards for deployment, CI/CD, experiment tracking, model monitoring, and lifecycle management., • Support model explainability, validation, governance, and auditability., • Partner with business, engineering, risk, compliance, data, and operations teams., • Provide technical leadership while remaining directly involved in development and implementation. Role Requirements • 10+ years of experience across data science, AI/ML engineering, advanced analytics, quantitative modeling, or related areas., • Deep hands-on Python and SQL experience., • Strong machine-learning, predictive-modeling, and statistical-analytics background., • Demonstrated experience delivering ML or AI solutions into production., • Databricks, Spark, and cloud-analytics experience., • Experience with modern ML frameworks and model-lifecycle tooling., • Practical MLOps experience including deployment, CI/CD, monitoring, and experiment tracking., • Experience within financial services or another regulated enterprise environment., • Strong communication and stakeholder-management skills., • Ability to provide technical leadership without moving away from hands-on execution. Nice to Have • Banking, lending, payments, fraud, AML, risk, or regulatory-analytics experience., • Production GenAI, LLM, NLP, or intelligent-automation experience., • Azure ML and MLflow., • Model-risk or AI-governance experience., • Feature stores, vector retrieval, RAG, or real-time inference architectures.

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, were builders of businesses, communities, and equity. Most importantly, were building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industrys future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. The Closing Attorney represents the Bank in commercial real estate and Commercial & Industrial (C&I) loan closings. This role serves as a critical bridge between lenders, the Closing Department, and the Legal Department, ensuring that all loan transactions are executed accurately and in compliance with bank policies and legal standards. • Support the Banks People First focus and rules of engagementmaintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB A Better Place to Be., • Monitors for legal developments and provides guidance on federal, state, and local laws, rules, regulations as well as other industry developments, regulatory trends and announcements related to the lending function., • Represent the Banks interests during all aspects of credit extension, including documenting and closing commercial real estate and C&I loans., • Collaborate closely with lenders, the Closing Department, and the Legal Department to facilitate seamless loan execution., • Provide comprehensive support to the Closing Department and lending teams regarding loan-related matters and inquiries., • Review and finalize loan documentation to ensure legal sufficiency and protection of the Banks assets., • Assists in the implementation of internal policies in the areas of banking regulations and corporate governance related to the lending function., • Strong People First interest and ability., • Knowledge of relevant Federal and State banking regulations., • Proven expertise in commercial real estate and C&I loan documentation and closing procedures., • Conflict resolution experience., • Excellent negotiation and communication skills (written and oral)., • Excellent judgment and decision-making skills., • Strong interpersonal skills., • Detail oriented with strong organization skills., • Juris Doctor (JD) degree from an accredited law school., • Active admission to the New Jersey and/or New York State Bars, • 35 years of relevant legal practice experience, specifically within commercial lending or real estate law. Benefits: • World class health, vision, and dental benefits on day one, • 401k with employer match, • Hybrid work from home (depending on role), • Employee appreciation events (team building, softball games, food truck days, etc..), • Employee assistance programs (EAP), • Wellness programs (flu shot, preventive care, health programs and services discounts, etc..), • Tuition reimbursement, • Employee Discount perks, • CNOB Community Service Events .and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us a better place to be! ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Compensation details: 150000-175000 Yearly Salary PIf91a63907b43-26289-41536904

Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you! The ideal candidate will have: • 2+ years of top law firm experience, • Experience drafting complex finance transactions, • JD from a T-20 law school or top 25% of a T-50 law school, • Licensed in NY This is a fantastic opportunity to work with an exceptional team at a top firm! If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.

Fund Accountant Location: Midtown NYC (5 days onsite) Compensation: Up to $140,000 Base + 20 - 25% Bonus About the Role A rapidly growing multi-strategy credit and alternatives investment firm is seeking a Fund Accountant / Associate to join our Fund Accounting team in Midtown Manhattan. This is a newly created headcount on a growing five-person team, offering strong mentorship, complex investment exposure, and meaningful career runway at a firm entering a significant AUM growth phase. You'll work across a highly diverse platform spanning structured credit, direct lending, insurance solutions, an ETF, and a newly launching CLO. Responsibilities range from NAV oversight and financial reporting to capital activity, performance reporting, and fund oversight—providing broad technical exposure that few firms of our size can offer. About the Firm They are a $18B+ multi-strategy credit and alternatives investment firm specializing in private credit and structured credit with meaningful activity in the derivatives space. Their platform spans 5+ asset classes including structured credit, direct lending, insurance solutions, an ETF, and a new launch coming soon. They have doubled in AUM over the past year and continue to grow rapidly. Why This Opportunity Stands Out • Newly created headcount — Join a growing 5-person fund accounting team with additional hires planned, • Complex, diverse platform — Exposure across structured credit, direct lending, insurance solutions, ETFs, and CLOs, • Rapid AUM growth — Firm doubled in AUM over the past 18 months and continues to expand, • New product launches — Contribute to the launch of the firm's first CLO, • Internal mobility — Strong opportunity to move around internally beyond fund accounting, • Direct mentorship — Learn from the Head Controller and other senior team members, • Intellectually rigorous team — Work alongside genuinely smart, collaborative colleagues What You'll Do NAV, P&L & Investor Allocations • Oversee the funds' NAV finalization process, including P&L reconciliation and allocation to investors across open- and closed-end private fund structures, • Investigate and resolve discrepancies with third-party fund administrators and internal teams, • Approve client capital account statements generated by third-party administrators Fee, Capital & Expense Activity • Review and reconcile the calculation and payment of management and carried interest / incentive fees in accordance with fund governing documents, • Review capital calls, distribution allocations, and notifications, • Prepare and review expense allocations, operating expense budgets, and vendor expense payments Financial Reporting & Audit • Prepare quarterly unaudited financial statements and annual audited financial statements under U.S. GAAP, • Coordinate with external auditors for the year-end audit process Performance Reporting & Forecasting • Prepare monthly attribution performance reporting for senior management, • Prepare and review monthly fund forecasts, NAV performance estimates, and other ad hoc analyses Regulatory, Investor & Cross-Functional Support • Prepare inputs for annual regulatory reporting, investor letters, custom client reporting, and firm-level reporting, • Liaise with Operations, Investor Relations, Management Reporting, Tax, and Legal and Compliance teams, • Review fund legal documents and support related workstreams Process Improvement & Strategic Projects • Streamline and build processes and templates to support the firm's growth, • Engage in special projects and firm strategic initiatives, • Assist with the creation and implementation of procedures, workflows, and controls What You Bring • 3+ years of public accounting experience, • Big 4 or large public accounting firm background, • CPA or CPA parts passed required, • Alternative asset management or financial services client exposure preferred, • Strong knowledge of U.S. GAAP, • Detail-oriented with strong analytical skills, • Excellent written and verbal communication skills, • Ability to manage multiple priorities in a fast-paced environment, • Collaborative mindset with a willingness to learn across asset classes and functions, • Self-motivated with a desire to grow into broader responsibilities over time #50101

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.

Senior Account Executive — Cards & Payments $120,000–$140,000 base | $240,000–$280,000 OTE New York City, Washington DC, Miami or Los Angeles We’re partnering with a growing fintech business helping medical practices manage their spending and payments. As it expands across the US, the company is hiring Senior Account Executives to drive new business for its card offering. You’ll work directly with practice owners and decision-makers, understanding their financial priorities and showing how the product can support their business. Strong financial understanding and the ability to build credibility with these customers will be central to your success. You’ll take ownership of: • Generating new business through outbound prospecting and developing your own pipeline., • Managing the full sales cycle, from initial discovery and product demonstrations through to close., • Understanding how each practice operates, identifying its needs and communicating the financial value of the offering., • Building relationships with practice owners and other stakeholders involved in purchasing decisions., • Working with sales leadership to refine the sales approach as the team grows. We’re looking for someone with: • 6+ years of relevant experience, with a background in banking, lending, financial services, cards, payments or healthcare., • Strong commercial judgement and confidence discussing financial products with business owners., • The ability to explain product features and financial benefits clearly., • A proactive approach to prospecting, relationship building and closing opportunities., • The drive to contribute in a growing business where processes and teams are still developing. Healthcare experience is particularly relevant where you’ve worked closely with doctors, practice owners or the commercial operations of a medical practice. You’ll join an expanding sales organisation with new senior leadership and plans for further investment in local management, coaching and training. Compensation follows a 50/50 base and variable split. Roles are available in New York City, Washington DC, Miami and Los Angeles

Demonstrated understanding of MRA/PSA agreements and hands-on experience setting up, testing, and maintaining warehouse lending facilities. This position is accountable for overseeing Warehouse Finance operational processes while driving continuous improvement across systems, controls, and client se

Upstart, you will contribute to shape up the platform, collaborate with engineers and cross-functional teams such as Product, Pricing, Analytics, Lending Partnerships, and Capital Marketplace on a wide range of projects that grow your skills in full stack development, cloud platforms, and financial

As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence.

Design the dashboards, exports, and ad hoc reporting that school CFOs, financial aid leaders, and boards need to understand how their loan programs are performing — across vintages, approval rates, charge-offs, repayment trends, and other key portfolio metrics. Recent federal financial aid changes

As the Secured Lending Quality Manager, you will lead quality control execution across the secured product portfolio, including pre-close and post-close reviews, compliance monitoring and testing, servicing and collections quality reviews, non-performing loan reviews, and investor defect analysis. U

AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. Handle questions and problems in relation to loan closings from Title Companies / Escrow Agents. Assist Processor and / or Loan Advisor when requested in regard to Closing Package questio

Job DescriptionPurpose: The Closer is responsible for ensuring the accurate and timely review of loan documentation to facilitate the closing of commercial loans. This role involves coordinating with various departments, strong attention to detail as well as exceptional communication skills to ensure compliance with bank policies and regulatory requirements. Salary Range $50k - $85K commensurate with experience (This is not a remote position) Essential Job Functions: • Responsible for the Pre-closing, and Post-closing review of commercial real estate loan documents, title reports, insurance Acord documents, etc. to ensure accuracy and perfection of the Bank’s secured interest., • Coordinate real estate appraiser and environmental engineer bidding process., • Preparation of closing settlement statement and loan packages for system booking., • Monitor and reconcile various general ledger accounts related to commercial loan closings., • Assist with other loan administration department tasks as needed., • Ensure compliance with all regulatory requirements and internal policies, • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines., • Accurate, detail-oriented, and organized. Able to analyze and resolve routine problems and situations., • Good verbal and written communication skills and interpersonal skills to interact professionally and effectively with members, staff, vendors, and government regulators.Required Knowledge, Skills and Abilities:, • Prior commercial loan closing/funding experience at a commercial bank, • Experience and familiarity with legal documents related to commercial loan transactions, • Excellent attention to details, and ability to adhere to established Bank lending policies, • Ability to communicate professionally and concisely with Bank attorneys, third party vendors, and loan administration personnel, • Fluent with Excel, Word, and Outlook applications Powered by JazzHR ja4fluA0fJ

As one of the top-rated lenders in the nation, our mission is to deliver beneficial, responsible home and personal lending solutions with unwavering integrity, dedication and excellence.

Assess client needs to determine the most suitable loan products, lock in loans at the point of sale, and submit a complete, preliminary paperless loan package. Top 1% of Loan Originators Nationwide**. Focus on facilitating new loan originations while ensuring existing processors manage their respec