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Engagement Manager - Private Capital and Value Creation. As an Engagement Manager, you will lead project teams in both operational due diligence (ODD) and post-deal value creation efforts. We have successfully completed numerous engagements for leading private equity firms across North America, Euro

Job Description Alliance Health Group, a growing and respected long-term care organization, is seeking a strategic, analytical, and highly motivated Director of Acquisitions to join our New York corporate team. This is a key leadership role responsible for identifying, evaluating, and executing nursing home and healthcare-related acquisitions to support the company’s continued expansion. Key Responsibilities * Lead the full acquisition lifecycle: sourcing, evaluation, due diligence, financial modeling, negotiations, and transition oversight. * Analyze market opportunities across targeted regions and identify facilities that align with organizational growth goals. * Conduct operational, financial, and regulatory assessments of potential acquisitions. * Coordinate with legal, financial, and operational teams during due diligence and transaction structuring. * Build strong relationships with brokers, owners, lenders, and industry partners. * Present acquisition recommendations and financial projections to executive leadership. * Oversee post-acquisition integration to ensure smooth operational and financial transitions. * Stay current on LTC market trends, state regulations, and industry developments. Qualifications * Experience in healthcare acquisitions, ideally within skilled nursing, long-term care, senior living, or related healthcare real estate. * Strong financial literacy with the ability to analyze P&Ls, budgets, valuations, and pro formas. * Excellent negotiation, communication, and relationship-building skills. * Ability to manage multiple deals and deadlines simultaneously. * Familiarity with regulatory requirements and operational considerations in LTC facilities. * Self-motivated, detail-oriented, and capable of handling sensitive and confidential information. What We Offer * Competitive executive-level compensation. * Full benefits package: medical, dental, vision, PTO, and retirement plan. * Opportunity to play a key role in the strategic growth of a respected LTC organization. * Supportive leadership with room for long-term advancement. * Engaging, fast-paced corporate environment focused on integrity, teamwork, and smart expansion. IND456

This role sits within the second line of defense and focuses on managing counterparty credit risk across hedge funds, fund of hedge funds, proprietary trading groups, and regulated funds. Conduct due diligence on hedge funds and fund of hedge funds, including investment and operational risk. A leadi

Provide operational and administrative support to the Financial Institutions team. Perform due diligence and research on financial institutions and market trends. Prior experience in a client facing team covering Financial Institutions or Corporate Banking.

Transaction Advisory Services Manager. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the

This Operational Due Diligence team member will play an integral role in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. The role's primary responsibility is to conduct operational due diligence reviews on both existi

Corporate Paralegal (Contract-to-Hire) – AI Start-Up (Hybrid, Midtown Manhattan) Location: Midtown Manhattan (Hybrid: 2–3 days/week onsite) Engagement: Contract-to-Hire Experience: 1–3 years (Technology sector experience strongly preferred) Our client is a fast-scaling AI start-up developing next-generation products at the intersection of machine learning, automation, and enterprise technology. As the company expands its commercial footprint and deepens its partnerships, the Legal team is growing to support a rapidly evolving business landscape. This is an exceptional opportunity for a motivated paralegal to join a high-velocity environment, contribute directly to deal flow, and grow alongside an organization shaping the future of AI. The Corporate Paralegal will support the in-house Legal department across a broad range of commercial, corporate, and operational matters. The ideal candidate is proactive, highly organized, comfortable juggling competing priorities, and eager to take ownership of core legal workflows in a dynamic tech setting. This role is initially contract-based with the strong potential to transition to a full-time hire. • Draft, review, and revise standard commercial agreements, including NDAs, MSAs, SOWs, and vendor/customer contracts., • Support contract lifecycle management, including tracking, metadata entry, version control, and execution processes., • Prepare and maintain corporate governance documents, including board resolutions, consents, and organizational materials., • Assist with due diligence, filings, and corporate housekeeping for U.S. entities., • Work cross-functionally with Sales, Finance, Procurement, and Engineering teams regarding contract status and requirements., • Maintain organized document repositories and ensure alignment with internal compliance processes., • Support special projects within the Legal department as the company continues to scale., • 1–3 years of paralegal experience in the technology sector — either in-house or at a law firm supporting tech clients., • Strong understanding of commercial contracting fundamentals; familiarity with SaaS or enterprise-tech agreements is a plus., • Experience preparing corporate resolutions and related governance documentation., • Detail-oriented with excellent organizational skills and the ability to manage multiple workstreams., • Strong communication skills and a team-first approach., • Comfort working in a fast-paced, high-growth environment., • Bachelor’s degree required; paralegal certificate preferred but not mandatory., • Hybrid schedule (2–3 days in the Midtown Manhattan office)., • Collaborative team culture with significant exposure to senior leadership.

Familiar with corporate real estate including portfolio strategy, site selection, economic incentives, lease administration a plus but not required. Real Estate Acquisitions/Dispositions. Pre-deal Real Estate diligence assignments (operational, financial and pre-deal due diligence).

FTI Consulting is seeking a Senior Consultant to join our growing Transactions Financial Due Diligence team. Experience with the financial due diligence process and financial modeling. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational

Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic

As part of the Deals team you support and lead operational activities across the deal lifecycle for M&A, integrations, and divestitures, including pre-deal operational due diligence, integration and separation planning and execution, and synergy and cost savings analysis. A career within Delivering

Institutional Sales - Rates Sales, VP Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Product Specialist - Inst. Sales - IC4 is responsible for executing the origination, structuring and distribution of syndicated bank loans on behalf of the Company's clients and leading deal teams. The incumbent serves as a PS SME in a variety of syndicated loan segments including Investment Grade, Non-Investment Grade, Middle Market, Commercial Real Estate and Asset Based Finance. * Initiates, develops and enhances relationships with senior executives at existing clients and targeted prospects, with the objective of enhancing revenue generation and risk-adjusted return on capital for the Company. * Develops and maintain relationships with participating lenders to ensure adequate market demand for syndicated loans originated by the Company. * Ensures transaction due diligence by overseeing the underwriting process for potential transactions. * Partners with Relationship Managers on new business development opportunities related to syndicated bank loans. * Oversees junior level staff from a financial, operational, competitive and industry perspective. * Supports management on new business development opportunities related to syndicated bank loans What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience: Business or equivalent field. - Required. * Master's Degree: Business or equivalent field. - Preferred. * 5+ Years Business Development, Product Specialist Management, or related experience. - Required. * Demonstrated successful execution of syndicated loan transactions. * Self-motivated and adept at setting, driving and leading a team to execute pipeline growth success. * Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. * Expert presentation and public speaking skills. * Strong relationship management and negotiation skills. * Strong organizational skills and detail orientation, as well as analytical skills. * Demonstrated complex contact negotiation/creation skills. * Ability to work remotely and independently. * Ability to influence and drive complex initiatives and manage logistics with internal stakeholders. * Ability to travel within assigned territory as required. * Ability to analyze/understand leading technologies and companies. * Strong analytical / problem solving skills. * Ability to translate data into information. * Demonstrated ability to motivate and influence others. * High level of proficiency in financial calculations. * Proficiency in Microsoft office products - Word, Excel and Outlook. * Sales oriented, energetic, and self motivated with strong initiative to achieve sales goals. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $150,000.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC

Job Description Client Success Associate Discover Mintz Group At Mintz Group, we specialize in uncovering the truth. For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span executive due diligence, transaction due diligence and litigation support for dispute resolution, conducted by a dedicated team of over 250 investigators across 12 offices worldwide. Why Join Us? • Global Impact: Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale, • Expert Team: Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries., • Growth Opportunities: Be part of a dynamic environment that offers continuous learning and career advancement opportunities., • Innovative Culture: Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry. Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients. What’s This Role About The Client Success Associate adds efficiency and precision to Mintz Group’s case management process to ensure excellent client service and visibility into each case’s status. This role provides research, database, and case administration support to the firm’s Client Success and Operations teams, ensuring cases are opened, tracked, and closed accurately and on time. The role is ideal for a detail-oriented, service-minded professional who enjoys supporting dynamic teams, maintaining data integrity, and improving operational workflows in a fast-paced environment. Key Responsibilities Case Administration • Create and maintain client and case profiles in internal systems (HubSpot, SharePoint)., • Monitor ongoing cases, ensuring accurate billing, updates, and closure documentation., • Maintain consistency and integrity of data across case records and systems., • Identify and correct incomplete or inaccurate case information. Conflicts, Investigative, and Research Assistance • Conduct conflicts checks and internal database searches before engagement initiation., • Support early-stage case scoping using research tools such as LexisNexis and Factiva., • Conduct high-level internet research and summarize key findings., • Identify patterns and potential risks such as litigation, reputational issues, or affiliations. Document Preparation • Draft and format client engagement documents and service agreements., • Ensure all materials meet internal standards for accuracy and consistency. Cross-Team Collaboration and Workflow Support • Collaborate with investigators, client success managers, and other departments to ensure case progress and communication flow., • Support internal process improvements and contribute to workflow efficiency initiatives. What Makes You a Great Fit • Experience: 1+ years of experience in research, administrative, or operational support within professional services or related industries., • Technical Skills: Proficiency with HubSpot, SharePoint, and case tracking systems., • Research Knowledge: Familiarity with tools such as LexisNexis, Factiva, and Boolean search logic., • Attention to Detail: Strong ability to produce accurate, error-free documentation., • Communication: Clear written communication, adapting template language to case-specific needs., • Service-Minded: Professional, patient, and responsive in all client and team interactions., • Organization: Able to manage multiple competing tasks in a deadline-driven environment., • Education: Undergraduate degree required. Multilingual skills are a plus. Ready to Join Us You will thrive in this role if you enjoy managing details, improving systems, and supporting high-performing teams with timely and accurate work. This role combines administrative precision, research assistance, and operational problem-solving to deliver world-class client service. This is a hybrid role, and candidates must live in or near San Francisco, Metro DC, Denver, or New York City areas. Why You’ll Love Working with Us • Competitive Salary: $60,000 – $75,000, • Discretionary Bonus, • Flexible Time Off Policy, • Comprehensive Health Benefits: Medical, dental, and vision coverage, • Retirement Savings: 401(k) plan with employer match, • Parental Leave, • Hybrid Work Environment: Candidate must live in San Francisco, Metro DC, Denver, or New York City areas., • Life Insurance: Company-sponsored basic life and AD&D insurance, • Additional Benefits: FSAs, Transit, and Parking Our Commitments as an Employer Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.

Job DescriptionJob Title: Real Estate RepresentativeLocation: 140 Broadway, NYC locationJOB SUMMARY:Participate in the management of the lease portfolio and assist in the development of new assets, relocations and other inventory management activities, as well as the creation of new revenue streams.ESSENTIAL FUNCTIONS: • Track and analyze critical operational data associated with leases/licenses and owned properties, • Monitor competitor activity and permitting practices, • Assist with the identification and development of new signage and telecom opportunities, including through RFPs, • Liaise among various internal departments to gather and disseminate information and ensure necessary approvals and standards, • Aid in the preparation of the documentation required to secure internal approvals for new assets and renewals, • Prepare and negotiate agreements with property owners to secure new or existing assets, • Be conversant in applicable codes/regulations, and with permit requirements and processes, • Work with outside professionals to perform due diligence, prepare drawings, secure permits, address violations, etc., • Track relevant zoning regulations and monitor any proposed zoning applications or changes, • Develop and maintain productive and professional relationships with existing and potential property owners, and serve as the primary point of contact for all real estate related matters, • Address ongoing requirements and inquiries; resolve issues in a timely and professional manner, • Enter, maintain, and routinely audit data, reports, and electronic files to ensure accurate accounting, record keeping, and file management, • Establish and maintain cooperative working relationships, both internally and externally, • Secure copy approval from landlords, • Other reasonable duties as assigned or requested by VP of Real EstateQUALIFICATIONS:, • Bachelor’s degree or equivalent 4 years’ experience, • 2-3 years of relevant experience with increasing levels of responsibility, • Basic familiarity with real estate principles and practices with an emphasis on field work including lead generation, negotiations and application of regulations., • Strong analytical, critical thinking, decision making and problem solving skills focused on achieving business results, • Ability to read, analyze and interpret verbal and written requests and directions, • Cooperative and professional manner when interacting with internal and external stakeholders, • Ability to complete required financial analysis, including among other things, filling out models, • Routine work outside of office taking ride photos, performing field work, etc., • Proficient in Microsoft software applications (i.e., Word, Excel, Outlook, and PowerPoint), • Valid drivers’ license

Transaction Advisory Services Senior Manager. The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due diligence engagements. Join one of the fastest growing transaction advisory services practice in the country, where your talent and eff

Engagement Manager - Private Capital and Value Creation. As an Engagement Manager, you will lead project teams in both operational due diligence (ODD) and post-deal value creation efforts. We have successfully completed numerous engagements for leading private equity firms across North America, Euro

Transaction Advisory Services Manager. Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagement

The Data Center Operation team supports the company's fast growth by deploying and operating hyperscale data centers. Partner with design, construction, and due diligence teams to integrate operational requirements early in the datacenter lifecycle, defining standards and specifications for maintain

Job Description COMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. For more information, please visit . Job Title: AI Strategy & Solutions Director We are a private real estate investment and development group with a diverse portfolio across [multifamily, life sciences, retail, hospitality, industrial]. We are committed to leveraging technology to drive smarter decision-making, operational efficiency, and value creation. We are seeking an AI Strategy & Solutions Director to lead the integration of artificial intelligence across our business functions. Position Summary The AI Strategist will be responsible for identifying, designing, and implementing AI-driven initiatives across investment, asset management, property operations, development, and corporate functions. This role bridges strategy, technology, and real estate expertise to create competitive advantage and position the firm as a forward-thinking industry leader. The role will focus on driving AI across all our asset classes and business lines with a focus on our Hospitality portfolio and our Life & Annuity Reinsurance business. Key Responsibilities • Strategic AI Roadmap: Develop and execute a comprehensive AI strategy aligned with company objectives in acquisitions, development, asset management, leasing, property management, and corporate support functions., • Data & Insights: Partner with data teams to structure and leverage internal and external data sources (market data, tenant behavior, construction costs, ESG metrics, etc.) for predictive analytics and decision support., • Operational Efficiency: Identify opportunities to streamline workflows (lease analysis, underwriting, reporting, valuations, due diligence, etc.) through AI and automation tools., • Investment & Market Analysis: Implement AI models to improve deal sourcing, market forecasting, risk assessment, and portfolio optimization., • Vendor & Tool Selection: Evaluate, recommend, and oversee partnerships with AI platforms, technology vendors, and consultants., • Change Management: Educate and train cross-functional teams on AI capabilities, adoption, and ethical considerations., • Governance & Compliance: Ensure AI initiatives adhere to industry regulations, data privacy standards, and responsible AI practices. Development: Lead the hands-on design, development, and deployment of AI solutions, ensuring the ability to translate high-level strategy into technically sound, practical implementations. * Relationships: Collaborate closely with cross-functional teams—including Operations, Finance, Investments, Legal, and IT—to deeply understand business needs and identify high-impact AI opportunities. Building strong, trust-based relationships with key stakeholders across the organization to ensure alignment, adoption, and measurable business value from AI initiatives. Qualifications • Bachelor’s degree in Business, Computer Science, Data Science, Real Estate, or related field; advanced degree preferred., • 7–10+ years of professional experience in strategy, technology, data analytics, or consulting; experience in real estate strongly preferred., • Proven track record of leading AI or data-driven projects from strategy through implementation., • Strong understanding of machine learning, natural language processing, and data visualization as applied to business strategy (not necessarily hands-on coding)., • Familiarity with real estate financial modeling, acquisitions, and asset management processes., • Excellent communication and change management skills; ability to translate technical concepts into business value. – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs – On-site mother’s room – Office perks such as lunch, fruit, drinks, and snacks Offered salary commensurate with experience, plus bonus

Job Description Vice President of Hotel Development SUMMARY: The Vice President of Hotel Development will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Coordinate with FP&A and Strategic Finance personnel to identify, collect and validate data from client databases. You will work as part of cross-functional teams providing financial, accounting, operational and tax due diligence, bringing your skills to the deal to manage and analyze the data, and

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Front Office Risk Management & Administration Team’s (“FORMAT/ MFM”) primary responsibility is to establish and maintain a sound risk management structure regarding compliance, regulatory issues and operational risks within the GMU. Your Role Overview: Assists in tasks concerning compliance and operational risk management; assists in account onboarding and maintenance; maintains approvals, legal documentations, and other documents for GMU; and processes various administrative tasks. Your Duties and Responsibilities: • Management of Important Documents, contract renewal and maturity date tracking of GMU’s contracts., • Assists in maintaining trading systems accesses and permissions., • Reviews and processes invoices / subscriptions and prepares budget forecast for management., • Assists setting up and organizes internal meetings for GMU., • Performs administrative tasks such as updating and filing documents, applications, procedures and policies, and the New Product Due Diligence process., • Prepares reports on a daily, weekly, and monthly basis., • Assists with account maintenance and compliance updates., • Assists with KYC matters of bank’s clients and counterparties, • Assists with and performs FATCA tax due diligence for bank’s clients and counterparties, • Abides by all compliance related policies and procedures., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or equivalent., • Proficient in Microsoft 365 (Excel, Word, and Outlook)., • Prior work experience in a financial institution preferred., • Strong communication skills and interpersonal skills., • Ability to process information (both numbers and descriptive) accurately. Highly attentive to detail., • Strong organization skills., • Strong multi-tasking ability., • Ability to work with team setting. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Sr Client Service Rep needs 3+ years experience Sr Client Service Rep requires: • Client rep, • Customer service, • Support client meeting preparation by facilitating creation of materials, • Help identify, escalate and resolve problems for any issues affecting the client experience, • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service, • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients, • Supports the completion of due diligence and client questionnaires