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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).

An AmLaw 200 "super regional" firm seeks a senior- level associate attorney to join its transactional real estate practice. Connected to the Connecticut-based group, this position can be remote for a self-starting, disciplined professional. This group works with owners, investors, developers and tenants in a broad range of matters regarding COMMERCIAL real estate transactions. The successful candidate will have more than 5years professional experience in acquisitions, dispositions, investments and leasing (landlord or tenant), and real estate portfolio management. Financing transactions and lending experience is considered a plus, but not required. Candidates who have a combination of residential and commercial work will be considered. All inquiries are in absolute confidence. Law school transcripts are required as part of the application process. Ross Jeffries, LLC is a third-party recruiting firm focusing on lateral attorney searches across the globe.

Join our client, an established community bank in Fairfield County, as a Mortgage Loan Processor. This role is ideal for a detail oriented lending professional who thrives in a fast paced environment and enjoys supporting the residential mortgage process from disclosure through closing. Working closely with lending, underwriting, compliance, and closing partners, you will play an important role in delivering a high level of service to customers and ensuring loans move efficiently through the pipeline. What You'll Do • Disclose new residential mortgage loan transactions, • Order, track, and manage third party reports, • Process third party verifications and documentation, • Follow up on outstanding loan conditions, • Assist with the preparation of residential mortgage closing packages, • Serve as a liaison between Mortgage Underwriters and Loan Originators, • Communicate outstanding conditions to Loan Originators, • Coordinate with closing attorneys on closing preparations, • Collect and maintain required HMDA data, • Prepare HMDA packages for the Compliance Department, • Track receipt of third party payments from borrowers, • Coordinate remittance of payments to vendors, • Contact existing consumer and mortgage loan customers regarding payment disputes or delinquencies, • Work collaboratively with residential lending, underwriting, and compliance teams to support residential loan activities What You'll Bring • Experience in residential lending, • Experience disclosing loan applications and reviewing loan files during processing, • Ability to provide superior customer service and respond to requests in a timely manner, • Strong ability to work in a fast paced environment, • Proficiency in Microsoft Word and Excel, • Ability to learn and utilize additional banking systems and programs, • Excellent written and verbal communication skills, • Strong attention to detail and commitment to accuracy, • High level of integrity and ethical conduct, • Commitment to following policies and procedures, • Ongoing support of organizational goals and values, • Minimum of three years of banking or related experience preferred This is an on-site role in Cos Cob, CT. The salary range for this role is $60,000 - $70,000.

Our client, an established community bank in Fairfield County, is seeking a Mortgage Underwriter to support its residential lending team. This role is ideal for a detail oriented lending professional with experience underwriting residential mortgage loans and home equity lines of credit while ensuring compliance, accuracy, and exceptional service throughout the lending process. What You'll Do • Review and analyze residential mortgage loan and HELOC applications using Fannie Mae underwriting guidelines, • Prepare written loan presentations for Bank Loan Committee review and approval, • Review credit reports, appraisals, and other third party reports to support underwriting decisions, • Follow up with borrowers to obtain outstanding loan conditions and required documentation, • Clear loan files for closing and ensure all conditions have been satisfied, • Ensure compliance with all applicable lending regulations and internal policies, • Review legal documentation, title reports, insurance policies, and flood certifications, • Partner with the Chief Lending Officer, Residential Credit Manager, Mortgage Loan Processor, and Loan Originators to support residential lending activities, • Deliver responsive and professional customer service through timely communication and follow up What You'll Bring • Experience in residential lending and underwriting residential mortgage loans to Fannie Mae guidelines, • Strong understanding of credit documentation and underwriting file review, • Ability to review legal documents, title reports, insurance policies, and flood certificates, • Strong written and verbal communication skills, • Excellent attention to detail with a commitment to accuracy and thoroughness, • Ability to thrive in a fast paced environment, • Proficiency with Microsoft Word and Excel, • Ability to learn and utilize banking systems and software, • Familiarity with Finastra D+H LaserPro software, • High standards of integrity, ethics, and adherence to policies and procedures, • Consistent commitment to supporting organizational goals and values, • Bachelor’s degree or a minimum of five years of experience in banking or a related environment preferred This is an on-site position with flexibility for bad weather/emergencies/etc. The salary range for this position is $80,000 - $90,000.

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

Key Responsibilities • Underwrite commercial loan transactions including financial statement analysis, cash flow analysis, stress testing, collateral evaluation, and risk rating, • Partner with commercial banking officers to structure deals, review term sheets, and ensure compliance with lending policy, • Manage an assigned portfolio through ongoing monitoring, covenant testing, annual reviews, and escalation of deteriorating credits, • Review third-party reports (appraisals, environmental) and assist with closing documentation, • Provide guidance and mentorship to junior credit analysts Qualifications • Bachelor's degree and formal commercial credit training or equivalent, • 4+ years in commercial credit underwriting or portfolio management, • Knowledge of CRE and C&I transactions, loan structuring, and collateral documentation, • Strong written and verbal communication skills

The Opportunity CXM Group operates CXMNet, the intelligent capital network for commercial lending, infrastructure linking banks, private capital providers, and credit unions to the demand channels that originate loans, powered by AI and real-time data at national scale. As the Lead Software Engineer, Product Development, you will own the architecture behind a live fintech network already connecting thousands of banks to commercial loan demand nationwide. We're hiring a hands-on Lead Engineer to re-architect our AI-native lending platform for national scale. This is a true player-coach role based in Stamford, CT. What You'll Do • Own enterprise architecture end to end for a live, national-scale fintech network, from the core platform to the systems around it., • Stay hands-on: architect, prototype, and build the platform's most critical and complex components., • Advance AI-native capabilities, real-time intelligence, data pipelines, and machine-learning-driven features., • Lead, mentor, and grow a product development team of engineers and business systems analysts., • Set engineering standards, code quality, and technical roadmap, balancing velocity with the reliability financial infrastructure demands., • Translate business priorities into technical strategy and communicate it clearly across technical and executive audiences., • Build the security, compliance, and reliability practices required of mission-critical financial infrastructure. What You Bring • A hands-on technical leader whose credibility comes from what you can architect, build, and ship, not tenure or title., • A track record turning applied AI and analytics into real, in-production product capabilities., • Full-stack range — front end, back end, data — plus experience with the systems around a product (CRM, web, integrations)., • Proven success architecting distributed, cloud-native systems at national or enterprise scale., • Experience in a highly regulated industry, with working knowledge of security, compliance, and data governance., • A history of leading and mentoring engineers while staying deep in architecture and code. Nice to Have • Commercial lending, fintech, or capital markets background, • Experience standing up or scaling an engineering team at an early or growth-stage company, • Hands-on experience with React, AWS, and modern AI-assisted development workflows Compensation & Logistics • Compensation: $200,000–$250,000, based on experience, • Location: Hybrid, on-site in Stamford, CT 3 days per week; must be within commuting distance. Skills Full-Stack Development · React · AWS · System Architecture · AI/ML · Data Engineering · API Design · Cloud Architecture · Fintech · Team Leadership How to Apply Submit your resume via LinkedIn along with relevant github or other profiles that demonstrate work you've built. Learn more about CXM Group at cxmgrp.com.

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

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 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 You care about 3 things: Your compensation Your lead flow How easy it is to take care of the clients We combine all 3 of those at Looma Lending. We have over 1 billion in buy-side leads, expansion in 5 states so far, and we value training our team to maximize their time at work so they can maximize their time in their personal life. The loan industry has been antiquated, with the same business approaches. We are here to disrupt with the right partnerships. If you want to build your business, income, and market share each and every quarter, let's connect soon. Excited to find the loan officers who see a BIG vision for their career. $250,000 with upside income potential Compensation: $150,000+ Responsibilities: • Assist borrowers in selecting loan programs that best fit their financial goals and needs, • Ensure accurate and timely preparation of all required documents from borrowers, loan officers, title companies and other related industry professionals, • Oversee all customer interactions and ensure a smooth transaction by interfacing with realtors, processors, and underwriters, • Manage a large pipeline of loans to ensure your production meets our requirements, • Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines Qualifications: • Office Suite knowledge and loan originating software such as Calyx, Experian, or LendingWise preferred, • Knowledge of state and federal regulations, and company underwriting policies and guidelines, • Bachelor’s degree from a four year college or university required in banking, business, real estate, or a related field, • Current NMLS State License or Federal NMLS Registration, • Knowledge of FHA, VA, USDA, conventional, fixed/ adjustable loans, Bridge Loans, Non-Conforming Loans, FNMA and FHLMC, and Home Equity Lines of Credit About Company Looma Lending is built to challenge the traditional mortgage industry—and give great loan officers a better place to build their careers. We believe your career should support the life you want to create. That starts with knowing where you want to go, why it matters, and having a team invested in helping you get there. At Looma, you’ll have the support, unique compensation model, training, accountability, technology, and autonomy to build your business your way—with a true partner in your corner. We’ll challenge you to think differently, develop your skills, and create habits that produce better results. Our culture is built around people, growth, profitability, and opportunity. As we expand across the country, so do the opportunities for our teammates. If you’re looking for more than a mortgage job—if you’re looking for a place to build a career and a life by design—come see what’s possible at Looma.

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 Director of Operations for Real Estate Team - Brokerage We’re searching for a diligent real estate administrative assistant. You’ll be responsible for managing all paperwork in a timely manner, notifying clients of approaching deadlines, ensuring each deal goes through the proper legal channels, scheduling appointments and walkthroughs, and providing superb customer service. In addition, you’ll work with other staff members to market our brand and arrange company events in the community. Applicants should be extremely thorough, possess great interpersonal skills, and have basic knowledge of paperwork processes and database management. If this sounds like you, apply today! Compensation: $50,000 or higher based on experience Responsibilities: • Ensure each transaction complies with legalities and any tax withholdings are complete, • Fill out all appropriate paperwork and file in the customer database to assist the real estate team in closing deals, • Supervise production of all online marketing materials as well as brochures and flyers for events to professionally represent the real estate team, • Respond to customer needs with urgency and attentiveness, • Coordinate schedules to ensure optimal open houses and final walkthroughs, travel arrangements, and general appointments Qualifications: • Must have a valid Real Estate License, • Excellent written and verbal communication skills, • Possesses a basic understanding of Microsoft Word, Excel, PowerPoint, and customer database systems, • Previous experience in the real estate industry, • High school diploma or equivalent required, • Either already has or is working towards real estate license About Company Looma Lending is built to challenge the traditional mortgage industry—and give great loan officers a better place to build their careers. We believe your career should support the life you want to create. That starts with knowing where you want to go, why it matters, and having a team invested in helping you get there. At Looma, you’ll have the support, unique compensation model, training, accountability, technology, and autonomy to build your business your way—with a true partner in your corner. We’ll challenge you to think differently, develop your skills, and create habits that produce better results. Our culture is built around people, growth, profitability, and opportunity. As we expand across the country, so do the opportunities for our teammates. If you’re looking for more than a mortgage job—if you’re looking for a place to build a career and a life by design—come see what’s possible at Looma.

Job DescriptionBenefits: • Massive Resources (VA, UW On Call), • Direct Pricing Control: Eliminate the red tape, • We Don't Just Originate we Automate, • HubSpot Certified with AI automation, • Competitive Pricing, • 100+ Investors, • Uncapped Commissions, • 401(k) Mortgage Loan Officer - Remote - W-2 or 1099TAG Lending Group, LLC Remote Nationwide Preferred Production: $1M+ Monthly We Don't Just Originate. We Automate. W-2 or 1099 Let's TAG TEAM This Deal®. If you're an experienced Mortgage Loan Officer looking to close more loans, earn more, and eliminate operational bottlenecks, TAG Lending Group was built for you. We're a Non-Delegated Correspondent Wholesale Mortgage Lender with access to 104+ investors, AI-powered technology, dedicated operations, and a proprietary mortgage platform designed to help you grow your business faster. Why Top Producers Join TAG More Lending Power • Access to 104+ investors, • Non-Delegated Correspondent Lender, • Pricing exceptions available, • Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, Commercial, Construction, Reverse, HELOC, and Private Lending Technology That Works Included for one low monthly technology fee: • HubSpot Enterprise CRM, • AI-powered automation, • Arive LOS, • Slack Pro, • Box Cloud, • Automated borrower and Realtor follow-up, • Marketing campaigns, • Smart workflows and dashboards Dedicated Support, • Same-day approvals available, • 14-day closings on qualified files, • Dedicated processing and operations, • Pre-underwriting assistance, • Contract-to-close support Marketing That Helps You Grow, • Realtor marketing support, • Weekly Realtor cheat sheets, • Automated email and text campaigns, • Social media support, • Weekly coaching and sales playbooks, • Proprietary Road Map to Homeownership® system Compensation, • 180 BPS on self-generated loans (up to 225 BPS based on quarterly margin agreement), • 100 BPS on company leads, • 70% of net on DSCR, Fix & Flip, and Commercial (up to 425 BPS), • Transparent compensation with on-time payments What We're Looking For, • Active NMLS License, • Minimum two years of mortgage experience, • Preferred production of $1M+ funded monthly, • Purchase-focused mindset, • Strong communication and follow-up skills, • Comfortable using CRM and mortgage technology Licensed States Lender: Florida, Georgia, Michigan, New Mexico, Ohio, South Carolina, Tennessee, Texas, Broker: Connecticut, New Jersey, North Carolina (Pending), Pennsylvania Why TAG? Most mortgage companies limit your options. TAG gives you access to 104+ investors, competitive pricing, AI-powered technology, and a team dedicated to helping you close more loans with less administrative work. Our platform combines the flexibility of a broker with the strength of a lender, giving you the tools to scale your business and deliver an exceptional experience to every borrower and Realtor. If you're ready for a company that invests in your success, we'd love to meet you. Apply today and Let's TAG TEAM This Deal®.

Director, Tax & Wealth Strategy | Family Office & Wealth Planning Hybrid schedule (3-4 days in office) Base salary up to $250-$300k + competitive annual bonus opportunity A premier boutique wealth management and family office platform is seeking a Director, Tax & Wealth Strategy to join its specialized Wealth Strategies team. This is a unique opportunity for an experienced tax professional to focus on sophisticated planning matters for ultra-high-net-worth individuals and families while partnering closely with advisors, attorneys, accountants, and other trusted professionals. This role is primarily centered on tax planning and strategy, with additional exposure to trust and estate planning, insurance, lending, liquidity management, business-owner planning, charitable giving, and broader family office advisory services. Responsibilities • Serve as the firm's senior tax planning resource for complex client matters., • Advise ultra-high-net-worth individuals, families, trusts, and closely held business owners on sophisticated tax planning strategies., • Review tax returns, estate planning documents, and wealth transfer structures to identify opportunities, risks, and planning considerations., • Partner with client advisors to develop customized planning solutions and recommendations., • Participate directly in client and prospective client meetings as a subject matter expert., • Coordinate with external attorneys, accountants, and other advisors to ensure successful implementation of planning strategies., • Develop thought leadership, planning content, white papers, and educational materials., • Help enhance and scale the firm's wealth planning and family office capabilities., • Educate internal teams on tax law changes, planning opportunities, and industry developments. Ideal Background • 10+ years advising high-net-worth and ultra-high-net-worth individuals and families., • Strong expertise in:, • Individual income tax planning, • Trust and estate taxation, • Wealth transfer planning, • Business-owner planning, • Charitable planning, • Complex financial planning, • CPA, MST, JD, LL.M., or similar advanced credential preferred., • Strong client-facing presence with the ability to simplify complex concepts and serve as a trusted advisor., • Existing relationships within the tax, legal, accounting, family office, or wealth advisory community are a significant plus. Why This Opportunity? • Highly strategic, planning-focused role with minimal compliance work, • Direct exposure to ultra-high-net-worth families and sophisticated wealth structures, • Family office-style environment with broad planning responsibilities beyond tax, • Significant interaction with clients, advisors, attorneys, and accountants, • Opportunity to help build and shape a growing wealth strategy platform, • Strong culture, collaborative team, and excellent quality of life Target Profiles • Private Client Tax Directors and Senior Managers from Big 4 or leading regional firms, • Family Office Tax Advisors, • Wealth Strategists, • Trust & Estate Tax Professionals, • UHNW Planning Specialists, • Tax Attorneys (JD/LL.M.), • CPAs looking to transition into a more advisory, client-facing, and planning-oriented environment Tax Advisor, Private Wealth & Family Office Services NYC | Boston | Philadelphia | Chicago | Charlotte | Hybrid (3 Days In Office) Competitive compensation package with total compensation potential exceeding $350K+ A highly respected multi-family office and wealth management platform is seeking an experienced Tax Advisor to join its private wealth team. This role is heavily focused on tax planning, strategy, and client advisory work, partnering with ultra-high-net-worth individuals, business owners, executives, trusts, and family offices on complex tax matters. Unlike traditional public accounting roles, this position offers a consultative environment with no billable hours, significant client interaction, and the opportunity to influence sophisticated tax planning strategies across a diverse client base. Responsibilities • Advise high-net-worth individuals, families, trusts, private foundations, and closely held businesses on tax planning and strategy., • Identify proactive tax-saving opportunities and optimize after-tax outcomes., • Review individual, trust, partnership, corporate, and foundation tax returns., • Collaborate with attorneys, accountants, family office professionals, and CFOs on complex tax matters., • Support estate, gift, income, and wealth transfer planning initiatives., • Research tax legislation and provide guidance on planning implications., • Develop trusted advisor relationships with clients and internal stakeholders., • Assist with tax compliance matters when needed, while maintaining a primary focus on planning and advisory work. Qualifications • Bachelor's degree required., • 8+ years of tax experience., • CPA, JD, MST, or other advanced tax credential strongly preferred., • Strong background in high-net-worth, trust & estate, family office, private client, or wealth management tax., • Excellent client-facing and relationship management skills., • Ability to serve as a trusted advisor on sophisticated tax planning matters. Why This Opportunity? • Predominantly tax planning and advisory-focused role, • Work with ultra-high-net-worth families, executives, and family offices, • No billable hours, • Better work-life balance than public accounting environments, • Established, collaborative team with strong leadership and mentorship Target Candidates: Senior Tax Managers, Directors, and experienced Tax Advisors coming from public accounting, private client services, family offices, wealth management firms, or multi-family office environments seeking a more consultative, relationship-driven role.

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.

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

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.

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.

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.

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)

Deal Lead (Managing Director) About FGI FGI is a global leader in the commercial finance industry, equipping small and medium-sized enterprises with the tools they need to grow their businesses. FGI’s three principal business units, FGI Finance, FGI Risk, and FGI Tech provide clients with flexible and customized lending along with risk mitigation and credit insurance solutions designed to support international and domestic growth. Headquartered in New York City, FGI maintains a presence on 6 continents with clients in over 60 countries around the world. About the Role: Deal Lead is a senior transaction execution role responsible for leading the execution of asset-based lending transactions from initial opportunity through funding. The Deal Lead serves as the quarterback of each transaction, owning execution strategy, driving critical decisions, and maintaining accountability for a successful closing. Working in partnership with Business Development, Underwriters, Credit, Legal Counsel, borrowers, sponsors and third-party advisors, the Deal Lead directs all transaction workstreams, resolves execution challenges, and ensures transactions are completed efficiently while maintaining FGI's underwriting standards and client experience. The Deal Lead is part of FGI’s Finance Execution Team, reports to the Senior Managing Director, and will work on a hybrid schedule in FGI’s New York office. Key Responsibilities: • Own the end-to-end execution of assigned lending transactions from initial opportunity through funding., • Work with Business Development to evaluate new prospects, assess collateral and credit risk, structure financing proposals, and lead term sheet negotiations through execution., • Serve as the transaction quarterback through diligence, documentation, and closing, and the primary point of accountability for execution strategy and timeline., • Lead transaction discussions with borrowers, private equity sponsors, legal counsel, and other financing parties regarding structure, diligence findings, documentation, and closing requirements., • Partner with Underwriters to evaluate diligence findings, challenge assumptions, identify key risks, and develop commercially sound financing structures., • Direct all internal and external transaction workstreams, including underwriting, legal documentation, field examinations, collateral appraisals, insurance, and third-party advisors to ensure execution remains on schedule., • Identify execution risks early, make commercial recommendations, and drive practical solutions to keep transactions moving toward closing., • Lead negotiation of business and execution matters while balancing client service with prudent risk management., • Prepare and present transaction updates, key issues, and recommendations to Executive Management and Credit Committee., • Build trusted relationships with borrowers, sponsors, referral sources, and professional advisors throughout the transaction lifecycle., • Drive accountability across all stakeholders and ensure transaction milestones, closing conditions, and funding requirements are achieved., • Mentor junior Deal Leads and Underwriters on transaction execution, documentation, and commercial judgment., • Identify opportunities to improve execution processes, documentation standards, and overall client experience. Qualifications: • Bachelor's degree in Finance, Accounting, Business or related field., • Approximately 10+ years of experience in asset-based lending, commercial finance, leveraged finance, investment banking, restructuring, private credit, or a similar transaction-oriented environment., • Demonstrated experience independently leading complex financing transactions through closing., • Strong understanding of commercial lending structures, collateral-based lending, credit analysis, and loan documentation., • Excellent project leadership, negotiation, communication, and relationship management skills., • Ability to exercise sound commercial judgment while managing multiple concurrent transactions., • Executive presence and ability to influence internal and external stakeholders. Our Values: We hire for values first. These are not aspirational - they describe how we operate. • Own It. We take full accountability for outcomes - not just effort. As a Deal Lead, the transaction's success is on you - from the moment a deal comes in through funding., • Create the Path. We are resourceful, creative, and resilient - bringing innovative thinking to solve problems for our clients and partners. For a Deal Lead, that means finding the path to closing even when it isn't obvious., • Win as a Team. Success only happens in teams - we are one and achieve more together. No single Deal Lead closes a transaction alone - it takes Finance Execution, Collateral, Portfolio, and the rest of FGI working together. If you have the track record and judgment to lead complex transactions, we'd like to hear from you.

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

U.S. Army Dietitians provide the tools for health living for Soldiers and their families. If you are a professional in the dietetic field and want to combine your knowledge and passion for living a healthy lifestyle with a desire to serve the U.S. Army, a career as an Army Dietitian might be the one for you. Outstanding Opportunities As an expert in food and nutrition to promote the health of patients and manage diseases, Army Dietitians work with Soldiers, retirees, and their families to improve their quality of life. A successful Soldier begins with taking care of themselves, and as an Army Dietitian, you play an important role in providing the education and nutritional guidance needed for our military communities to stay strong and healthy. As an Army Medical Specialist Corps Officer, you will also have access to opportunities for growth and development in this specialized field through seminars, continued education courses and conferences, as well as state-of-the-art technology, practical techniques, and much more. The Army also offers a graduate-level educational opportunity for those seeking a full-tuition scholarship through the Army-Baylor University Master’s Program in Nutrition (MPN). This 24-month training program incurs a 48-month Active-duty service obligation upon completion. If you choose to serve in the Army Reserve, you will be able to serve your country as needed while still supporting your community. Whether you decide to serve Active duty or Army Reserve, a career as an Army Dietitian provides a path for you to be all that you can be. Outstanding Benefits When you join the Army Medical Specialist Corps, you’ll be making a difference in the lives of our Soldiers and the country at large while gaining access to invaluable opportunities and earning a competitive benefits package. Benefits may include: ★ Repayment of qualified education loans to lending institution, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus and board certification pay ★ Travel opportunities within the United States and abroad, to include humanitarian missions ★ Up to 30 days of paid vacation earned annually ★ Enrollment into the Uniformed Services Blended Retirement System ★ No- to low-cost medical and dental care for you and your family ★ Commissary and post exchange shopping privileges ★ Specialized training to become a leader in medicine Eligibility Requirements ★ Must have a baccalaureate or advance degree with a major in foods and nutrition/dietetics OR institution management from a university or coordinated undergraduate program ★ Must have completed a dietetic internship ★ Must possess national registration ★ Must be a U.S. or naturalized citizen to serve on Active Duty ★ Must be a permanent resident for Army Reserves Have questions or want more information? To find out more information about becoming a OBGYN Nurse in the U.S. Army, please visit the website at www.goarmy.com/medicine. Reach out to your local Army Healthcare Recruiter to learn how you can get started on your journey as an Army Dietitian.

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

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.

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

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.

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.

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.

The role supports credit and financing activity, with direct access to business teams and meaning responsibility. Work with business teams and external counsel to resolve legal issues and move deals through closing. Experience in lending, structured finance or related credit transactions.

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

Job Description ACX is a vertically integrated private real estate investment firm with primary offices in Stamford, Connecticut and Denver, Colorado. The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 25 MSAs across the United States. ACX’s growing nationwide portfolio includes 26 properties totaling approximately 4 million square feet, approaching $1 billion in assets under management. The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors. Position Overview ACX is seeking a full-time Portfolio Management Associate to help strengthen the firm's investor reporting, portfolio management and capital-markets capabilities. The Portfolio Management Associate will play a central role in ensuring that investors and leadership receive accurate, timely and decision-useful information about portfolio performance. This role will report to the Head of Investor Relations and manage recurring reporting processes, monitor debt and portfolio performance, coordinate information across operating teams, and provide forward-looking analysis to support investment and capital decisions. This is a high-ownership role for someone who combines strong financial and analytical skills with the ability to drive work across multiple teams and consistently deliver against deadlines. What You Will Obsess Over Serve Investors with Accuracy & Responsiveness Deliver high-quality reporting and respond reliably to investor, lender and diligence needs. Maintain Portfolio & Debt Intelligence Understand portfolio performance, capital structures and upcoming obligations well enough to surface risks and opportunities early. Drive Reporting & Planning Execution Coordinate people, information and deadlines so recurring reporting, budgeting and planning processes happen accurately and on time. What Success Looks Like A successful Portfolio Management Associate: • Delivers investor and lender reporting accurately and on schedule., • Produces work that is thoroughly reconciled and rarely requires correction or clarification., • Keeps debt obligations, covenants, maturities and extension options visible well in advance., • Understands material portfolio variances and can clearly explain what is changing and why., • Drives internal reporting deadlines without requiring senior leadership to chase inputs., • Anticipates upcoming portfolio and capital decisions and provides useful analysis before decisions become urgent., • Progressively takes full ownership of recurring workstreams and reduces the amount of day-to-day oversight required from senior leadership. Core Responsibilities • Manage the firm's portfolio and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams., • Prepare quarterly investor reports, capital account statements, portfolio dashboards and annual meeting materials., • Respond to investor requests, due diligence questionnaires and consultant submissions and maintain diligence materials and the investor data room., • Support fundraising activities through portfolio analytics, track-record information, investor materials and diligence responses., • Monitor loan covenants, compliance requirements and lender reporting., • Track debt maturities, extension options and interest-rate exposure and support refinancing and financing activity., • Coordinate with lenders, servicers, counsel and internal teams on financing documentation and lender requests., • Analyze asset- and portfolio-level performance against underwriting, business plans and budgets and explain material variances., • Build and maintain models supporting valuations, hold/sell analyses, refinancing scenarios and capital planning., • Support annual budgeting, reforecasting, business-plan updates and Board/Investment Committee materials., • Produce forward-looking analysis that helps leadership identify capital needs, portfolio risks and value-creation opportunities. Requirements • 4+ years of relevant experience in real estate private equity, real estate investment banking, commercial real estate lending, portfolio management or institutional investor relations., • Strong Excel and financial-modeling skills; Argus experience is a plus., • Strong understanding of commercial real estate economics, including NOI, leases, valuations and capital structures., • Strong written communication skills and experience preparing institutional-quality materials., • Demonstrated ability to manage detailed recurring processes and deliverables with a high degree of accuracy., • Ability to coordinate and influence colleagues across functions without relying on direct reporting authority., • Strong judgment, curiosity and attention to detail., • Ability to move between immediate execution needs and longer-term portfolio considerations., • Bachelor's degree in finance, economics, real estate or a related field., • Retail real estate experience preferred. Compensation and Benefits • Base salary range: $115,000 - $125,000, commensurate with experience Annual performance bonus • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program How to Apply Please submit your resume along with “10 Things We Should Know About You.” Any format is fine.

Responsible for a pipeline of 40-50 loans per month, both refinances and home equity loans. Mortgage loan processing experience. AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume.

At Upstart, we’re united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans.Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence.As the

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. Position: Loan Processor - Mortgage Loans - FULL TIME. Focus on facilitating new loan originations while ensuring existing processors man

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.

Job Description You're a top-producing Loan Officer. Why is your ceiling still your own pipeline? Compensation: $80K–$220K base salary, with your starting salary set from your production history, plus commission on personal production and a branch override. Sign-on bonus available. PRMI is looking for an experienced Mortgage Loan Officer who wants to build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production, recruiting and coaching. Why loan officers move to PRMI • Keep your book and add team income. You stay a producer and earn on your branch's results. Pay is based on your branch's profit and loss (P&L)., • No operations cleanup. A dedicated division support team handles processing and fulfillment, so you aren't the one fixing files., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Recognition that matters. Top producers earn award trips, plus full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. What you'll do • Keep originating purchase and refinance loans through your referral network., • Recruit, mentor and coach loan officers, a few hours a week and not all day., • Lead the branch's culture and performance, and grow the branch's P&L. You're a fit if you • Have about 3 years in retail mortgage origination with a steady track record., • Are an active, licensed Mortgage Loan Originator (NMLS). You hold a Principal Lending license, or can get one where your state requires it., • Have a strong referral network of real estate agents and builders., • Are a player-coach, senior LO or team lead ready for your own branch. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

The work of a U.S. Army Infectious Disease Officer provides information and research about infectious diseases to benefit the Army. If you are a professional in the field of infectious diseases and want to combine your interests in ensuring healthy populations with a desire to serve in the U.S. Army, a career as an Army Infectious Disease Officer might be the one for you. Outstanding Opportunities As an Infectious Disease Officer, you’ll be responsible for studying the causes, effects, and patterns of infectious diseases, including biological warfare threats. Through research, you will work to confirm, diagnose, treat and control the transmission of infectious diseases within the military and communities you support. You will participate in humanitarian missions to address the spread of infectious diseases and find new ways to prevent them. If you choose to join the Army Reserve, you will be able to serve your country as needed and continue to support your community. Whether you choose to serve as an Active Duty or Army Reserve Soldier, a career as an Army Infectious Disease Officer allows you opportunities to be all that you can be. Outstanding Benefits U.S. When you join the Army Medical Corps, you’ll be making a difference in the lives of our Soldiers and the country at large while gaining access to invaluable opportunities, like supporting humanitarian missions and leadership training, all while earning a competitive benefits package. Benefits may include: ★ Repayment of qualified education loans to lending institution, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus, paid over a four-year period while serving ★ Travel opportunities both in the United States and internationally ★ Up to 30 days of paid vacation earned annually ★ Enrollment in a military retirement system that blends the traditional legacy retirement pension with a defined contribution to service members’ Thrift Savings ★ Enrollment into the Uniformed Services Blended Retirement System ★ No-to-low-cost medical and dental care for you and your family ★ Commissary and post exchange shopping privileges ★ Specialized training to become a leader in medicine Eligibility Requirements ★ Must have a Master of Science in Infectious Disease ★ Must have a license to practice from the American Board of Internal Medicine ★ Must be between 21 and 42 years of age ★ Must have a U.S. citizenship to serve Active Duty ★ Must have a permanent U.S. residency for Army Reserve Have questions or want more information? To find out more information about becoming an Infectious Disease Officer in the U.S. Army or Army Reserve, visit www.goarmy.com/medicine. You may also reach out to your local Army Healthcare Recruiter to learn how you can get started on your journey as an Army Infectious Disease Officer.

Job Title: Partner (Corporate/IP law) Location: Manhattan (NY) or NJ (Morris County) Salary: $300,000+ I'm working exclusively with a well-regarded, independent New York and New Jersey firm on a search for an IP Partner. It's a 170+ Attorney platform with a strong name in the market, no debt, and a partnership culture built around letting rainmakers run their own book. The opportunity The firm has just brought in a Hatch-Waxman litigation Partner and is looking to build a broader IP offering around them. They'll consider either a Corporate IP Partner (licensing, IP transactions, tech and life sciences-adjacent work), or a IP Litigator (patent, trademark, copyright or trade secrets outside of Hatch-Waxman). The New Jersey office is in a new, modern space with room to grow, and there's a lot of appetite to fill it. The firm is open to a Northern NJ or New York base, and a group would be welcome. Why this stands out • No billable hour requirements for partners, • No expense budgets and no policing of your business development. You're trusted to invest in your own clients, • A clear route from non-equity draw to equity for partners who hit their originations, • A cross-selling platform with strong real estate, lending, litigation and insurance relationships to tap into, • Financially conservative and debt-free, so you're not exposed to the swings you see at leveraged firms Who I'm looking for • J.D. + Admitted to practice in NY/NJ, Partner-level IP Attorney with a portable book of business, • Corporate IP or IP litigation experience (non-Hatch-Waxman preferred for litigators), • Entrepreneurial, and someone who wants to run their own practice rather than sit inside a rigid structure, • Small groups considered, and the firm can build out associate support around the right book This will suit partners at boutiques and mid-size firms who want a bigger platform without the rigidity of Big Law. Everything is handled in complete confidence. If it's not for you but you know someone it would suit, we'd appreciate the introduction. T: (929) 706-3393 E: Hawkstone Search | We Build Law Firms

Experienced associates or junior VPs at investment banks, advisory firms, commercial banks (including those with lending + advisory experience) and from the sponsor/developer side (funds/utilities) will be most relevant for this role.

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

LHH is partnering with a sophisticated boutique firm in New York City on a search for a banking/lending associate.

A leading New York law firm is seeking a 2nd or 3rd year Banking & Finance Associate with experience in syndicated lending, structured finance, project finance, equipment leasing, secured transactions, or related financing matters. Experience in real estate finance is particularly desirable. This is

Conduct ongoing portfolio management, including quarterly, semi-annual, and annual credit reviews. Partner closely with Relationship Managers and senior credit professionals to support sound credit decision-making and portfolio quality. Minimum five years in commercial lending, credit underwriting,

We are seeking a highly organized and proactive Deal Participations Closing and Monitoring Analyst to join our dynamic Middle Office - FinOps team. This is a critical role where you'll collaborate with a diverse range of Business Lines – including Infrastructure, Acquisition, Sponsor Finance, Aviation, Real Estate, Coverage, Financial Institutions, and Credit Markets – to deliver exceptional support, drive customer service excellence, manage risk effectively, and spearhead process improvements. If you are a motivated professional who thrives in a challenging, fast-paced environment, we encourage you to apply. As a Deal Participations Closing and Monitoring Analyst, you will: • Play an integral part in the entire credit lifecycle, from pre-closing and closing of facilities to the daily monitoring and approval of client deals and repayments., • Act as a trusted technical expert, providing invaluable support to our Front Office (FO) on all credit-related matters., • Proactively monitor and manage credit insurances, ensuring the timely payment of premiums for all insured deals., • Champion operational compliance with Natixis’ stringent requirements, identifying and implementing enhancements for greater efficiency., • Diligently monitor and analyze collateral and covenant activities to maintain robust operational risk control., • Foster strong cross-departmental collaboration with teams such as Loan Booking, Operations, Legal, Risk, Finance, IT, BPO, and Compliance, ensuring seamless workflow and communication., • Engage directly with clients on a daily basis to process financing requests with speed and accuracy., • Contribute significantly to process improvement initiatives, enhancing operational efficiency and effectiveness. Essential Duties: Your day-to-day contributions will include: • Actively participating in pre-closing meetings and providing essential support to the Front Office for new deals., • Meticulously reviewing credit agreements for adherence to credit approvals and partnering with the Deal Closing team for precise booking in Loan IQ., • Identifying and promptly requesting waivers from the Front Office when discrepancies with credit approvals arise., • Ensuring all Conditions Precedent (CPs) are met before processing any funding., • Collaborating with the Loan Booking team to provide critical information and execute controls for accurate deal booking in Loan IQ., • Overseeing deals from inception through to termination, adeptly managing amendments and waivers in partnership with the FO and Deal Closing team., • Facilitating the prompt booking of credit insurances, calculating premiums, and ensuring strict compliance with Insurance Certificate requirements., • Setting up and vigilantly monitoring covenants in Loan IQ for both bilateral and participated deals, guaranteeing timely reporting to Account Managers and the Credit Risk Department., • Managing the setup and updates of collateral in Loan IQ, adhering to business-line specific frequency requirements., • Preparing detailed spreadsheets for facilities requiring Front Office approval and overseeing daily reconciliations and payment processing activities., • Conducting comprehensive monthly reporting, including in-depth reviews of distributions, contributions, and cash availability on collateral accounts., • Ensuring rigorous compliance with all regulatory requirements, including collateral reporting, and verifying that facilities are repaid according to credit approval conditions., • Cultivating and maintaining strong, productive relationships with business units, GFO Ops teams, outsourced providers, and internal support/control groups to drive continuous process enhancement., • Partnering closely with your supervisor to optimize processes, controls, and staff utilization, encompassing both internal FTEs and outsourced providers., • Proactively identifying and mitigating operational risks, while simultaneously seeking out and championing opportunities for process improvements with IT and other operations teams. Qualifications: • A minimum of 5 years of progressive experience in commercial lending and asset financing support management within a commercial banking environment., • Bachelor’s degree in Finance or a closely related business field., • Proven familiarity with essential banking systems such as Cash Plus and Loan IQ., • Advanced proficiency in MS Office applications, with a particular emphasis on Excel and PowerPoint for data analysis and presentation., • A solid understanding of financial statements and a strong comfort level in calculating and interpreting financial ratios for insightful analysis., • Prior experience with Letters of Credit and foundational product knowledge is a significant advantage. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for the VP-level position will be between $120,000 - $150,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.