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Job Description: Support Sales Reps and Commercial Leadership in opportunity management, pipeline hygiene, and inspection cadences. Partner on FY26 account planning and capacity planning, including Pod and Primary Industry alignment. Support Sales Enablement refreshes across core opportunity management processes and quoting & contracting enablement. Contribute to Quote-to-Cash and Billing improvement initiatives by identifying process gaps and partnering with RevOps and FinOps teams. Support Sales Compensation (SIP) operations, including compensation plan administration, quarterly commission calculations, and supporting annual planning, partnering with Accounting, Finance, Legal, People, and Revenue Leadership teams. Support Clari platform adoption and execution, including: Joint Execution Plan (JEP) development and utilization, Quarterly, Monthly, and Weekly dashboarding and meeting cadences built within Clari, Adoption and optimization of Clari capabilities such as MEDDPICC scoring, Opportunity Score, and emerging Agentic AI features. Build scalable content, documentation, and repeatable processes to increase sales funnel effectiveness. Assist with automation and efficiency initiatives by identifying manual processes and bottlenecks across the GTM funnel and helping implement scalable solutions using existing and new tools. Serve as a cross-functional partner by translating business needs into operational and technical requirements and supporting rollout of new GTM capabilities. Requirements: 2–5+ years of experience in GTM Operations, Revenue Operations, Sales Operations, or a related role. Strong understanding of B2B sales processes, pipeline management, and forecasting. Experience working closely with Sales teams and senior GTM leadership. Hands-on experience with Clari, Salesforce, and sales enablement workflows. Strong communication and stakeholder management skills, with the ability to influence without authority. Highly organized, detail-oriented, and comfortable operating in a fast-paced, scaling environment. Nice to Have: Experience supporting account planning and capacity modeling. Exposure to Variable Compensation programs. Familiarity with configure, price, and quote (CPQ) and quote-to-cash (Q2C) processes. Exposure to AI-driven sales tools and forecasting methodologies. SaaS, B2B, or Fintech experience. Benefits: Offers Equity Offers Bonus

Job Description: Collaborate with the Credit Strategy & Management team to support credit rules, pricings, business process improvements and automations. Gather requirements from key stakeholders by using requirement elicitation techniques like interviews, brainstorming, requirement workshops, observation, focus groups, and etc. Analyze and interpret requirements for their viability against the business objective and usability for technical teams’ development and coding. Document requirements by creating use cases, functional and non-functional requirements, operational and technical requirement documents, data flow diagrams (DFD), Business Process Models. Work closely with the Program Managers and DevOps team to ensure efficient deployment and operational support. Lead or participate in projects using tools like JIRA and Agile methodologies. Develop and monitor KPIs for program performance and project delivery. Recommend workarounds, value additions and remove solution bottlenecks for the stakeholders since through having deep knowledge of both business and technology. Support in development and testing of the product (test plans and test cases). Requirements: 3+ years of experience as a Business Analyst, Business Systems Analyst, or software developer, credit risk analytic role is required. 2+ years of experience in programing languages such as Python and SQL. 2+ years of experience in reporting systems like Sigma, Tableu, PowerBI is preferred. Experience in Snowflake is a plus Experience in auto finance (heavy focus in originations and operations) is preferred. Bachelor’s degree in STEM (Statistics, Technology, Engineering, Mathematics) and Data Science, Analytics preferred. Strong written communication, project management, and problem-solving skills. Experience in managing cross-functional collaboration with internal and external stakeholders. Demonstrated historical career stability. Benefits: Generous salaries Competitive health and welfare benefits Paid vacation 401(k) match Tuition reimbursement Quarterly social outings Monthly lunches Robust employee recognition Training development program

Job Description: Support Registration and Operations, Financial Clearance, and Authorization workflows providing operational, reporting, and system workflow support. Develop, maintain, and distribute operational reports, WQs, dashboards, and ad-hoc analyses. Review operational data to identify trends, workflow gaps, and areas requiring leadership attention. Troubleshoot operational workflow issues and Epic system functionality concerns. Serve as a key liaison between various departments and external partners. Assist with report creation, data validation, issue tracking, and KPI reporting. Provide additional operational and administrative support to department leadership, as needed. Requirements: Bachelor’s degree in business administration, accounting, finance or another relevant field required. Minimum of 2 years of financial analysis, administrative, financial auditing, accounting or related experience highly preferred. Epic experience highly preferred. Benefits: paid time off health care 403(b)

Job Description: Own the company’s P&L, balance sheet, cash flow, and treasury management. Establish and manage the monthly/quarterly financial close process. Lead budgeting, forecasting, and FP&A in coordination with executive leadership. Manage relationships with external accounting firms, tax advisors, and auditors. Own lender compliance and reporting (existing and future facilities). Deliver board-ready financial packages to the Founder and PE sponsor. Hire and manage a Controller and build out the finance team. Execute capital markets transactions to monetize the company’s mass tort receivable pipeline, including factoring, credit facilities, and structured financing. Lead the company’s transition from cash to accrual accounting (ASC 606). This is a major near-term project involving accounting firm engagement, revenue recognition policy development, 2–3 year historical restatement, and full audit—estimated at 8–12 months to completion. This is the single most consequential infrastructure project on the near-term horizon. Build lender-grade portfolio reporting and data infrastructure in coordination with operations and technology. Develop and maintain the borrowing base methodology and underwriting framework for the receivable portfolio. Engage and manage relationships with institutional lenders, specialty finance counterparties, and structured finance counsel. Present proposed transactions to the Investment Committee for approval. Own the financial narrative for investors: audited financials, capital markets documentation, and portfolio analytics. Requirements: 10+ years of progressive finance leadership experience, including CFO or VP of Finance roles. Experience as a finance leader at a PE-backed company, with understanding of board reporting, investor reporting, and sponsor expectations. Deep operational finance capabilities: monthly close, FP&A, budgeting, cash management, and audit coordination. Demonstrated experience leading or managing accrual accounting conversions from cash basis, including ASC 606 revenue recognition policy development, historical financial restatement, and coordination with outside audit firms. This is a critical near-term project and candidates without direct experience managing this type of conversion will be at a significant disadvantage. Exposure to structured finance, receivable monetization, asset-backed lending, or capital markets transactions. Direct deal origination experience is a plus but not required. Ability to build and lead a finance team, including hiring a Controller and potentially a capital markets analyst. Strong communication skills for board presentations, lender negotiations, and cross-functional coordination. Legal industry or specialty finance experience is a plus but not required. Benefits: Private Health Care Plan (Medical, Dental & Vision) Company HSA contributions for HDHP participants Flexible Spending Accounts (Health & Dependent Care) Company-Paid Short-Term Disability Coverage Voluntary Long-Term Disability, Life, AD&D, and Supplemental Coverage Options 401(k) Plan with Company Match Paid Time Off (Vacation, Sick Time & Select Holidays) Paid Parental Leave

Job Description: Serve as a primary Workday administrator and subject matter expert, responsible for ongoing configuration, maintenance, optimization, and support across HR modules (e.g., Core HCM, Recruiting, Compensation, Performance, Learning, Reporting) Design, configure, and maintain Workday business processes, approvals, security roles, data validations, and calculated fields Manage Workday releases and enhancements, including requirements gathering, impact analysis, testing, deployment, and communication Troubleshoot system issues, monitor integrations, resolve configuration challenges, and partner with vendors or Workday support as needed Ensure data integrity, compliance, and a strong user experience for employees, managers, and HR Design, implement, and optimize end-to-end people operations processes, leveraging Workday where appropriate, but not limited to Workday-based solutions Analyze current workflows across the employee lifecycle and redesign processes to improve efficiency, clarity, scalability, and employee experience Maintain a deep understanding of HR workflows, policies, procedures, business objectives, regulatory requirements, and industry practices to anticipate and respond to changing needs Identify and implement process improvement opportunities that streamline People Operations and promote innovation Manage people operations and systems-related initiatives through the full lifecycle: requirements gathering, configuration, testing, implementation, and adoption Provide data analysis across talent attraction, development, performance, and retention to answer key business questions Identify key analytics and insights to improve workforce planning, operational effectiveness, and employee experience Design dashboards and reports, assess usage, and enable data self-service for the business Design and implement surveys for candidates, new hires, and employees, including the annual employee engagement survey Develop training materials, presentations, job aids, and documentation to support process and system understanding Remain current on HR systems, data strategies, and best practices to continuously improve how technology supports the business. Requirements: Minimum 4+ years of hands-on Workday administration and configuration experience Strong knowledge of HR information systems, with deep expertise in Workday Demonstrated experience designing and improving people operations processes beyond system configuration Solid understanding of core HR functions (recruiting, leave of absence, performance management, compensation, learning, etc.) Strong project management, written, and verbal communication skills Data-driven and analytical; enjoys identifying metrics and insights to solve business problems Ability to handle confidential information with judgment and discretion Ability to build and maintain relationships with a wide range of business stakeholders Demonstrated learning mindset and adaptability Proficiency with Microsoft tools, including Outlook, Word, MS Forms, Power BI, PowerPoint, and advanced Excel Must comply with company vaccine policy Must have unrestricted authorization to work in the United States. Benefits: medical dental vision basic life insurance paid holidays paid time off 401(k) matching plan

Job Description: Leads Business analysis, design, configuration, coordination, implementation and support Tracks and addresses bugs identified in testing and production Facilitates various Agile processes such as Iteration / Release Planning, Backlog Refinement, Retrospective, Sprint Review, Daily Stand-up Cultivates and maintains successful relationships between Information Technology team and Associates from various NAMSA organizations globally Requirements: Bachelor’s Degree in Computer Science, Information Technology, Business Administration or related discipline required 5 - 8 years’ experience in computer systems, business, analyst within a GxP environment Expert customer service/user support skills and experience in working with Clinical operations departments Proven experience in developing innovative solutions Proven experience configuring Veeva applications Understanding of both waterfall and agile project methods Benefits: Health insurance 401(k) retirement plans Paid time off Flexible work arrangements Professional development opportunities

JOB TITLE: MES Procurement Business Analyst JOB LOCATION: Remote but will need to travel 1-2 times per quarter onsite with client in San Juan, Puerto Rico WAGE RANGE*: $75-80/hr on W2 JOB NUMBER: 26-00784 JOB DESCRIPTION The MES Procurement Business Analyst will play a key role in supporting the full procurement lifecycle, with a primary focus on developing and managing solicitations such as Requests for Proposals (RFPs). This includes conducting market research, drafting procurement documents, coordinating with stakeholders, and helping to ensure compliance with applicable territory, state, and federal policies. The analyst will also be called upon to help adhere to procurement scope and timelines. The analyst may also assist in supporting a client's efforts to evaluate vendors and negotiate contracts. Strong technical writing, communication and organizational skills, coupled with experience supporting the development of RFPs for State Medicaid Agencies (SMAs) and their Medicaid Enterprise are essential to drive procurement efficiency and transparency. It is also expected that this resource has SMA procurement experience developing requirements, outcomes, service level agreements, staffing requirements. Preference will be given to candidates with experience supporting MMIS and Eligibility and Enrollment related RFPs including but not limited to RFPs focused in Enterprise Service Bus Technology and Services, Provider Credentialing and Enrollment Technology and Services, and External Quality Review Organization Services. You will: Support the development of request for proposal solicitation documents, stakeholder reviews and approvals in coordination with government procurement officers Provide thought leadership and collaborate with cross-functional teams in the development of strategic procurement planning initiatives for MES modernization efforts Responsible for stakeholder engagement to frame and develop project objectives, requirements, and sourcing strategy to support the client's outcomes Conduct and present market research to develop an options analysis focusing on vendor data, trends, pros, cons, and key insights Detect potential procurement policy violations thereby developing and sharing recommendations with the client with appropriate corrective, preventive, and escalation actions Support and at times facilitate the execution of procurement activities including but not limited to vendor conferences, evaluation sessions, question and answers, and post-award contract negotiations Support and at times lead procurement and outcomes objectives for modernizing services, products, and capabilities by advising and collaborating with the client during the "Vendor Selection Process” Provide ad-hoc support for the client in negotiations throughout the contracting process and assist the client with the development of contract Build relationships with project team members including client contacts, stakeholders, and vendor contacts Minimum requirements: A minimum of five (5) years of demonstrated experience in area of expertise that the role is performing. A minimum of three (3) years of demonstrated experience in business lead/SME support for a State Medicaid Agency with operations of a similar size to PRMP or a large healthcare provider management organization of a similar size. A minimum of a bachelor's degree (a bachelor's degree can be replaced with an additional four (4) years related experience). Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.

Job Description: developing complex budget insights based on analyses of historical financial data working closely with the Account Team on changes to client contracts communicating internally and externally to prepare financial reports conducting routine cost analysis to identify cost-saving opportunities implementing financial models and scenario analysis for strategic initiatives Requirements: 6+ months of work experience experience in Microsoft Office, specifically Excel and Word knowledge of the SAP Financial System, Apttus, and/or Salesforce Financial Operations (FinOps) Certified Professional preferred Bachelor's Degree in Accounting, Finance, Management, Economics, or equivalent degree Benefits: medical, dental, and vision coverage paid time off retirement savings options wellness programs other resources, based on eligibility

Job Description: Serve as the primary operational partner for the revenue organization Translate pipeline and performance data into strategic revenue intelligence Run the full operating cadence—weekly forecasts, monthly reviews, and quarterly QBRs Prepare executive and board-level presentations and sales leadership decks Own and administer the revenue tech stack Drive end-user adoption of Salesforce and Tableau Deliver enablement and tooling training to the broader sales team Maintain an accurate sales pipeline and ensure forecast integrity Own the architecture and governance of the sales organization Lead the continuous evolution of the sales operating model Requirements: Hands-on Salesforce experience (Sales Cloud, Contracts, and CPQ) familiarity with Demandbase, Gong, Certinia, or Tableau is a strong plus Strong analytical and problem-solving skills Advanced proficiency in Microsoft Excel and PowerPoint Excellent interpersonal and communication skills 3+ years of experience in Sales Operations, Revenue Operations, Sales Finance, or a related area Benefits: A competitive benefits package which includes medical, dental, and vision for employees and their dependents life, disability flexible spending accounts 401k match career-growth opportunities flexible time paid time off benefits – including aPriori days, and more!

Job Description: Manages Help Desk queue, triages incoming requests, and escalates issues to senior analysts or technical teams as appropriate. Performs user setup, permissions management, and account maintenance within the Insurance Management System. Facilitates the documentation of business and system requirements in collaboration with stakeholders and Technical Product Managers. Facilitates testing and validation of reports, system enhancements, and new configurations prior to production deployment. Prepares Excel-based reports and data reviews to support business user decision-making and operational visibility. Supports ad-hoc reporting requests by gathering, organizing, and formatting data into actionable insights for business users. Identifies recurring issues, process gaps, and improvement opportunities; documents findings and proposes solutions for review by senior staff. Collaborates with senior analysts and developers to understand system workflows and support the translation of business needs into technical specifications. Maintains the integrity and accuracy of the Insurance Management System through ongoing data review and quality checks. Requirements: 2+ years of experience in a Business Analyst, Data Analyst, or similar role Understanding of insurance industry business operations and terminology Proficiency in Microsoft Excel, including sorting, filtering, pivot tables, and formulas Working knowledge of data visualization or query tools such as Tableau, Power BI, or SQL Strong attention to detail and organizational skills Ability to manage multiple priorities and complete assigned tasks independently Excellent verbal and written communication skills Benefits: 401k + employee match Medical, Dental, Vision, Life, and Disability Insurance Paid Time Off (PTO) Paid Holidays Paid Parental leave Paid Sick leave Professional development programs Work-life quality and flexibility

Job Description: Own operational oversight including leading the relationship with our third party back-office partner for alternative investments (LPs, private equity, hedge funds) across the product life cycle, including establishing new positions, capital calls, distributions, and period-end close support; apply knowledge of accounting and reporting for alternative investments, and manager fee terms (management/performance fees) on a STAT/GAAP basis. Execute and/or review reconciliations across the general ledger, subledger/data sources including capital statements and financial statements, and third-party vendor outputs; research, document, and resolve breaks and exceptions. Lead the manager fee lifecycle, including invoice validation, accrual support (monthly/quarterly), payment coordination, and variance explanations. Manage alternative investment financial statement and audited statement tracking, including follow-up on missing or late deliverables and coordination with stakeholders. Drive suspense and exception resolution; improve timeliness/aging through root-cause analysis, clear documentation, and follow-through. Collaborates across the organization with Investment Reporting, Treasury, Portfolio Management, Reinsurance, and Tax teams to ensure transactions are booked appropriately and communicated to all relevant parties. Oversee and own design and execution of SOX controls including those performed by third-party back-office provider Identify and implement process improvements (e.g., data/reporting enhancements, SOP updates, control strengthening) to improve accuracy and efficiency. Requirements: 5 - 7+ Years experience public accounting, internal audit, control, risk or other activities with the specific responsibilities for this position. Bachelor's degree or equivalent work experience. Demonstrated experience with capital calls/distributions, capital statements and fund-related workflows, and fee calculations/accruals. Ability to be innovative and an aptitude to drive and accept change Strong analytical/reconciliation skills, attention to detail, and ability to manage competing deadlines. Strong written and verbal communication skills with a track record of driving issues to resolution. CPA or other relevant certification. Exposure to multi-basis reporting environments (Statutory/GAAP/Management/Tax) and control-oriented processes. Experience leading work through influence (e.g., reviewing others’ work, providing day-to-day guidance). Benefits: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes Leadership development and virtual training opportunities PTO/parental leave Competitive 401K and employee benefits Free financial counseling, health coaching and employee assistance program Tuition assistance program Work arrangements that work for you Effective productivity/technology tools and training

Job Description: Manage intake of NDAs, service agreements, vendor agreements, and other commercial contracts. Maintain tracking systems to provide visibility into status, ownership, and timelines. Monitor deadlines, follow up with stakeholders, and help identify bottlenecks. Identify opportunities to streamline intake and tracking workflows through automation. Generate initial drafts using Ironclad templates and form-based workflows. Revise documents based on legal team guidance, incorporating comments and redlines. Review contracts for accuracy, completeness, formatting, and template consistency. Flag deviations from approved language or missing information. Serve as liaison between Legal and internal teams (Business Development, Client Success, Finance, Operations). Route drafts, collect comments, and maintain version control. Use workflow and automation tools to improve cross-functional coordination. Maintain organized repositories of contracts and legal matter files. Document and refine repeatable legal workflows and SOPs. Help design and implement workflow efficiencies using Ironclad, monday.com, Zapier, and AI-enabled tools. Recommend process improvements that reduce manual work and increase visibility. Requirements: Strong written communication and critical reading skills. High attention to detail and comfort working with legal documents. Ability to manage multiple matters and coordinate across stakeholders. Experience with Ironclad preferred. Demonstrated ability to learn new technology quickly and use AI or automation tools to improve operational efficiency. Experience building workflows or integrations in platforms such as Ironclad, monday.com, Zapier, or similar tools is strongly preferred. Interest in continuous improvement and tech-enabled legal operations.

Job Description: Monitor and ensure timely payment of freight invoices to carriers Review freight invoices that are rejected for payment by freight audit provider, research and resolve discrepancies between provider and carrier Ensure all freight invoices are accurately coded for internal rebilling to appropriate UMG department or Label group Review and submit shipment paperwork to support the processing of carrier invoices Assist in periodic audit of carrier payments by freight audit provider Generate and publish shipment reports, freight spend metrics, and cost reports Maintain open communication with UMG Supply Chain Team, UMG Label Groups, and carriers Track shipments, identify and submit freight claims, follow-up with carriers for resolution and payment processing Support the transportation team with bid requests, carrier selection, scheduling, and tracking outbound/inbound loads to ensure on-time delivery Create shipment paperwork, customs documents, and schedule appointments Requirements: Understanding of modes of transportation, cost, and carrier tariffs Able to understand, interpret, and analyze carrier tariffs Proficient in transportation management systems (TMS) or an order management system Understanding and familiarity with supply chain concepts and transportation documents (BOL, DR, CI) Strong computer skills including extensive experience with Microsoft Office Suite High Level of attention to detail Ability to analyze data and trends, make educated conclusions based upon data Experience in consumer products, retail operations, or e-commerce is preferred 3 years’ experience and proven, positive track record as a Transportation Analyst, Logistics Analyst or Transportation Coordinator or in a comparable role A minimum of 1-2 years of experience in a customer or vendor facing role High School Diploma or GED equivalent. Benefits: Comprehensive medical, dental, and vision coverage Including 100% coverage for out-patient in-network mental health services Fertility coverage for eligible medical plan participants Wellbeing reimbursements for fitness classes, spa treatments, meal services, travel, and so much more (up to $720/year) Student Loan Repayment Assistance and Tuition Reimbursement 401(k) with 100% immediate vesting on the first 5% of your contributions, plus an additional UMG contribution Flexible Paid Time Off (PTO) for exempt employees 3-weeks PTO for non-exempt employees 2-weeks paid Winter Break 10 Company Holidays (including Juneteenth and Wellbeing Day) Summer Fridays (between Memorial Day and Labor Day) Generous paid parental leave for every type of parent

JOB TITLE: Business Analyst (Construction Portfolio) JOB LOCATION: 100% Remote - Client is based in Seattle, WA WAGE RANGE*: $60 - 62 Per Hour on W2 DURATION: Initial 6-Month Contract, potential for extension(s) JOB NUMBER: SAIJP00038796 REQUIRED EXPERIENCE: Bachelor's degree in Business Administration, Data Analytics or a related field. Additional years of experience may be considered in lieu of a degree. 5+ years of Business Analyst experience supporting enterprise technology implementations Demonstrated experience delivering a minimum of three Project and Portfolio Management (PPM) system implementations, preferably within utility construction management environments. Proven experience leading requirements elicitation, RTM management, and stakeholder alignment across complex programs Experience supporting full lifecycle delivery, including RFP development, vendor selection, testing, and go-live JOB DESCRIPTION The Business Analyst will support the implementation of a Construction Portfolio, Project, and Resource Management System, including Project and Portfolio Management (PPM) capabilities, for a municipal electric utility. This role will partner with the Project Manager, implementation vendor, and internal stakeholders to define, validate, and manage business, functional, and technical requirements across the full project lifecycle. The position is accountable for driving requirements from concept through implementation, ensuring traceability, alignment with utility operations, and deployment readiness. This includes supporting procurement activities, system selection, and transition into implementation, testing, and business readiness, with a focus on enabling effective PPM processes and governance. Responsibilities: Requirements & Analysis Lead end-to-end requirements elicitation, analysis, and documentation across business and technical domains Develop and maintain Requirements Traceability Matrix (RTM) across all phases (design through UAT) Perform fit-gap analysis to evaluate solution alignment with utility construction and portfolio management needs Translate business requirements into detailed functional and technical specifications aligned with existing enterprise systems Business Process & Workflow Design Develop current-state (as-is) and future-state (to-be) process maps for construction portfolio, project, and resource workflows Define use cases, user stories, and acceptance criteria aligned with operational needs Identify process improvements and standardization opportunities across business units Stakeholder Engagement & Governance Serve as primary liaison between business stakeholders, IT, and vendor teams Facilitate workshops, validation sessions, and decision-making forums Ensure stakeholder alignment and timely input across all workstreams Procurement & RFP Support Lead development of detailed requirements for inclusion in the RFP package Partner with Procurement and Legal to produce a complete, procurement-ready solicitation Support development of vendor evaluation criteria, scoring approach, and response structure Testing & Business Readiness Define UAT strategy, test coverage, and acceptance criteria Develop test scripts and support execution of User Acceptance Testing Validate readiness for deployment, including procedures, training, and operational transition Support post-go-live validation and stabilization activities Preferred Qualifications: Utility industry experience is strongly preferred, particularly in electric utilities Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.

Job Description: Track global market trends related to core industries, relevant vendors, emerging technologies, and best practices to advise CIOs and IT Executives Build credibility as an AI and platform technology expert representing Gartner Business and Technology Insights Participate in ideation, cohort discussions on technical topics affecting CIOs, emphasizing AI Lead qualitative and quantitative studies for thought-provoking insights for C-level clients Write evidence-based, easily consumed, defensible, actionable content Deliver high-quality, actionable advice to CIOs, AI Leaders, and Technology Executives Create and deliver presentations for webinars, executive briefings, and client-facing events Deliver outstanding sales and service support to retain and grow the Gartner client base Identify research process improvements or develop new processes for team excellence Mentor and coach junior team members Requirements: 8+ years’ experience working as an information technology executive in government, banking, manufacturing or health care industries A deep technical background founded in IT department engineering discipline-based experience (e.g. platform engineer for AI, systems engineer, information security engineer, cloud engineer, solutions architect) Experience helping organizations be AI ready—specifically, how to modernize data architecture and cloud compute power to sustain AI agent orchestration Bachelor's degree in a related field or an equivalent combination of education and experience Demonstrate executive presence; can immediately establish credibility with executives and stakeholders Learning agility and adeptness with navigating highly matrixed environments Ability to work in a highly collaborative environment Strong organizational skills; ability to work under tight deadlines and produce high-quality deliverables Strong communicator who can explain complex concepts concisely and simply. Strong written and verbal proficiency, analytical and presentation skills; ability to engage clients and respond effectively to questions Proficiency in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges Ability to work independently, intrinsically motivated to collaborate across teams and support the workflow of others in a multicultural global team Benefits: Health insurance 401k match up to $7,200 per year Opportunity to purchase company stock at a discount Generous PTO Hybrid work environment providing flexibility

Job Description: The Data Management Analyst supports the Data Management team across database administration, reporting, automation, and enterprise data operations. This role assists with the creation, maintenance, monitoring, and basic troubleshooting of databases and data platforms that securely store and manage large volumes of enterprise data. The analyst supports data workflow automation, job scheduling, and report distribution processes to improve efficiency and reduce manual effort. Working closely with senior data management, reporting, and analytics staff, the role contributes to system enhancements, process documentation, and responses to data-related requests. Key responsibilities include assisting with data collection and analysis, documenting process flows, and implementing simple logic or code changes under guidance. The role also supports database performance and data accuracy testing to ensure systems operate as intended. Additionally, the Data Management Analyst helps maintain system documentation, operational procedures, and data standards, ensuring updates and improvements are clearly documented and aligned with organizational governance and business needs. Requirements: Bachelor’s degree in a technology related program or 3-5 years’ experience in a data related field. Strong understanding of data architecture and data base design principles. Strong leadership and communication skills across technical and non-technical audiences. Experience in languages such as Python, Java, Scala, or SQL. Experience in financial services (banking, insurance, wealth management). Excellent problem-solving and communication skills, with a collaborative mindset. Demonstrated leadership and self-direction. Benefits: Medical, Dental, Vision & Life Insurance 401K with company match Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply.

Job Description: Act as a strategic partner to established customers by providing consistent and insightful guidance tailored to their needs. Build and maintain strong relationships through proactive collaboration and understanding of customer objectives. Conduct regular customer business reviews and proactively resolve issues to enhance satisfaction. Gathers insight from multiple sources to understand stakeholder priorities and challenges. Collaborate with Sales Development Manager ID, Health System Executive, Distribution Field Managers, and Regional Business Analyst to secure early renewals and mitigate competitive threats. Develop and execute strategic account plans focused on value expansion and profitability. Identify and implement operational improvements to drive customer success. Use sales metrics and standardized tools to document the sales process and influence purchasing decisions. Requirements: Bachelor’s degree 4+ years proven success in medical sales, ideally within the diagnostics space. Deep understanding of laboratory and point-of-care settings, health system operations, and health economics. Willingness to travel within the assigned territory (4 days/week, up to ~35% overnight travel). Benefits: Career development with an international company where you can grow the career you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with a high employer contribution. Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor’s degree.

Job Description: Manage a portfolio of 28+ member relationships Leverage subject matter expertise to create service solutions for clients utilizing all ExP products Define and deliver innovative solutions by assessing member Mission Critical Priorities (MCPs) and developing a customized service plan Conduct a mix of on-site and virtual briefings, including workshops, research analyst visits, roundtables and webinars Present or facilitate at ExP events where relevant Build a strong partnership with Gartner’s Sales organization and collaborate with them to ensure member engagement and renewal of ExP business Requirements: Consulting and/or CxO roles with 15+ years of progressive technology exposure (AI, BI, ML, Digital Transformation, Block Chain, Big Data, CLOUD, etc.) Industry background: Healthcare Provider, Payor, and/or Lifesciences Demonstrate exposure to large E2E transformative initiatives having led/co-led large critical programs Extensive knowledge of a CIO’s focus areas and an in-depth understanding of the IT industry (including Leadership, IT Operations Management, strategy and trends, use of metrics, etc.) and priorities such as the challenges of “today’s” CIO’s and how Gartner ETS can make the difference Benefits: Competitive salary, generous paid time off policy, charity match program, and more! Medical, Dental & Vision Plans Parental Leave Employee Assistance Program (EAP) 401K matching Collaborative, team-oriented culture that embraces diversity Professional development and unlimited growth opportunities

Job Description: The F&B Analyst is the analytical engine behind bartaco’s bar program as well as F&B platforms You will own the numbers — not report on them to someone who owns them, but genuinely own them — and turn raw data into decisions that move the business This role sits at the intersection of finance, operations, and technology You’ll work closely with the Beverage Director on operational context and to ensure the Beverage Director maximizes time in restaurants and not on a laptop Partner with the Director of Purchasing on vendor cost intelligence Support period-end close processes in coordination with the Controller’s team, providing accurate Beverage cost data and variance explanation that integrates with broader F&B cost reporting Requirements: Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related field 3+ years of experience in financial analysis, restaurant analytics, or food & beverage operations with a strong quantitative focus Proficiency in Excel or Google Sheets at an advanced level SQL or Python a strong plus Experience with beverage management platforms (Craftable, Bevager, or similar) and POS systems (Toast, Micros, Aloha) Demonstrated ability to turn complex data into clear, actionable narratives for non-financial stakeholders Curiosity about AI tools and automation and then actions to implement and improve systems and functions through the use of AI and other technologies High attention to detail with a low tolerance for data that doesn’t add up Ability to work independently and manage multiple reporting deadlines without dropping balls Benefits: We invest in our team because our people are at the heart of what we do creating an atmosphere where team members can learn, develop, and succeed every day guest-obsessed environment that fosters growth

Job Description: Supports Medicare operations, sales, and enrollment functions through analysis and interpretation of Medicare and Medi-Cal data and ensures compliance with applicable state and federal regulations Conducts complex research and analysis in support of Medicare Operations activities Acts as a subject matter expert and liaison to internal and external stakeholders Requirements: Knowledge of CMS guidelines related to Medicare sales and enrollment Knowledge of Medicare Advantage enrollment processes and financial reconciliation Knowledge of contents and interpretation of monthly membership reports Knowledge of research, analysis, and reporting methods Knowledge of data analysis tools, CRM/enrollment systems, and the use of databases Ability to analyze complex data sets and present actionable insights Ability to identify issues, gather and analyze information and data, reach logical and sound conclusions, and make recommendations for action Ability to interpret, explain and apply applicable policies, laws, codes, regulations, and contracts Ability to organize work, manage multiple projects, establish priorities, adjust to changing priorities, and meet deadlines Ability to assist with the development and implementation of projects, systems, programs, policies, and procedures Ability to develop and implement operational workflows Bachelor's degree in Business Administration, Health Care Administration, Public Health, or a related field Minimum of five years of progressively responsible experience related to Medicare membership operations and/or enrollment eligibility Master’s degree may substitute for two years of the required experience; or an equivalent combination of education and experience may be qualifying. Benefits: Medical, Dental and Vision Plans Ample Paid Time Off 12 Paid Holidays per year 401(a) Retirement Plan 457 Deferred Compensation Plan Robust Health and Wellness Program Onsite EV Charging Stations

Job Description: Coordinate initiatives that span multiple Practice Areas Align stakeholders across teams to ensure consistent execution Identify and manage cross-team dependencies and risks Support teams in maintaining momentum and accountability Lead analysis of customer NPS and feedback across Practical Guidance Work closely with Content Strategy to share trends, risks, and opportunities from customer insights Identify program-level improvement initiatives and partner with teams to implement and track improvements Coordinate multi-team initiatives such as workflows and similar cross-functional efforts Ensure alignment across content, product, and operations teams Track progress and support consistent execution across participating groups Lead coordination and rollout of automated templates and drafting-related initiatives Ensure consistency in approach and adoption across Practice Areas Identify opportunities to scale successful approaches Partner closely with Global Operations on dashboards and reporting across PG initiatives Provide leadership with visibility into progress, risks, and outcomes Partner with other roles to align on metric definitions and avoid duplication Coordinate creation and improvement of with the data analyst team to ensure all teams have access to information necessary to drive practice area strategy Acts as a central coordinator and connector across Practice Areas Requirements: J.D. preferred Experience coordinating cross-functional initiatives or programs Strong organizational and program management skills Ability to work across multiple teams and stakeholders Experience with reporting, dashboards, and performance tracking Strong analytical and problem-solving skills Excellent communication and stakeholder management skills Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits 401(k) with match and an Employee Share Purchase Plan Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits Health Savings, Health Care, Dependent Care and Commuter Spending Accounts Up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice

Job Description: Set and own solution‑level positioning and messaging strategy for Calix offerings targeted at Tier 1 & Tier 2 service providers. Define differentiated solution narratives that align Calix capabilities to Tier 1 & 2 priorities, including scale, operational efficiency, service velocity, platform alignment, and long‑term ROI. Serve as the executive solution marketing leader for larger account pursuits, including strategic account initiatives, C‑suite briefings, analyst engagements, and major RFPs. Ensure consistency, quality, and strategic alignment of solution messaging across teams, regions, and customer engagements. Lead coverage of the full Tier 1 decision‑maker ecosystem, including Network Engineering, Architecture, Operations, Product, IT/OSS/BSS, Security, Procurement, Finance, and Executive Leadership. Establish persona frameworks and value stories that guide how technical depth is translated into business and executive impact. Review, guide, and elevate executive‑level and technical solution materials developed by the team. Lead the team to design and execute account‑based and field marketing programs that effectively engage Tier 1 & Tier 2 decision makers. Partner with Sales, Strategic Accounts, Sales Engineering, and Marketing to align solution messaging with account strategies and pipeline priorities. Act as an escalation point and strategic advisor for critical Tier 1 customer engagements. Model deep technical credibility while ensuring messaging remains outcome‑driven and business‑relevant. Guide the team in reflecting real‑world Tier 1 evaluation, procurement, and deployment processes within solution narratives. Own Tier 1 & 2 solution marketing contributions to new product and solution launches. Ensure structured market feedback from Tier 1 & 2 engagements informs product strategy, roadmap decisions, and investment priorities. Coach and develop solution marketers, building depth in technical fluency, storytelling, and executive engagement. Requirements: 10+ years of experience in Marketing leadership: Solutions Marketing, Product Marketing, Technical Marketing, Field Marketing, Service Provider Product Management, or a related role. Direct experience selling to, marketing to, or working within larger service providers, or a major vendor serving larger providers. Strong technical understanding of broadband technologies including access, Wi‑Fi, cloud platforms, and managed services, with the ability to communicate effectively with both technical and business audiences. Familiarity with disaggregated broadband architectures, open ecosystems (prioritizing experience with prpl), and managed services business models. Demonstrated understanding of Tier 1 & Tier 2 buying processes, including how solutions are evaluated, selected, integrated, and deployed. Demonstrated understanding of Tier 1 & Tier 2 tools and systems – where integrations may apply. Proven experience working closely with Sales teams to support complex, high‑value opportunities. Exceptional written, verbal, and presentation skills, including experience engaging executive‑level audiences. Benefits: As a part of the total compensation package, this role may be eligible for a bonus. For information on our benefits click here.

CS/IT Graduates or About to be Grads. Get Hired by following a Process! Graduating with a CS degree is impressive — but it’s not enough anymore. Employers want hands‑on experience, real projects, and interview‑ready candidates. Getting hired in tech isn’t just about knowing how to code — it’s about proving you can deliver value from day one. Despite layoffs and market shifts, the tech industry still needs skilled developers. The challenge is proving you’re ready to contribute. A CS degree gives you a foundation, but employers want more — they want proof you can apply your knowledge in real‑world scenarios. If you just graduated (or you’re about to) and the job search is already feeling confusing, you’re not imagining it. A degree proves you can learn—but employers hire for job readiness : projects that look like real work, current tech stacks, interview confidence, and the ability to contribute on day one. That’s why many new grads send hundreds of applications and still hear nothing back. It’s not because you’re “not smart enough.” It’s because most entry-level pipelines are crowded, and hiring teams filter heavily for candidates who look production-ready. We are actively considering candidates for entry-level software engineering and data roles, especially Java full stack, Java/Python development, DevOps automation, data analytics, data engineering, data science, and ML/AI —full-time opportunities aligned to client needs. Our core emphasis remains Java/Full Stack/DevOps and Data/Analytics/Engineering/ML. SynergisticIT focuses on two high-demand lanes: Java / Full Stack / DevOps and Data (Data Analyst, Data Engineer, Data Scientist) + ML/AI —so you don’t graduate with scattered skills, you graduate with an employable stack. SynergisticIT since 2010, has helped candidates land full-time roles at major organizations ( including Google, Apple, PayPal, Visa, Western Union, Wells Fargo, Intel, JPMC, Wayfair, Bank of America, Citi, and more) with offers commonly in the $95k–$154k range depending on role and skill depth. For a new grad, the bigger message isn’t the number—it’s that results require a structured pathway , not random applications. Here’s a realistic way to think about your advantage as a fresh graduate: you’re early enough to build the right foundation before bad habits set in. If you master fundamentals—coding, debugging, data structures, system thinking—and then layer modern tools on top (frameworks, cloud, CI/CD, analytics stacks), you become the kind of “entry-level” candidate who actually feels like a safe hire. What roles are companies hiring for right now? A typical market demand pattern is clear: organizations still need entry-level software programmers , Java full stack developers , Python/Java developers , DevOps-focused engineers , and on the data side data analysts, BI analysts, data engineers, data scientists, and machine learning engineers . The strongest candidates aren’t “tool collectors”—they’re people who can show end-to-end capability: build an API, connect a database, deploy a service, analyze data, explain results, and handle interviews calmly. Why fresh grads get stuck— Fresh grads often struggle for four predictable reasons: Resume doesn’t match job keywords (ATS filters you out). Projects look like school assignments (not production-aligned). Interview skills are undertrained (DSA, system design, SQL, behavioral). No structured pipeline (random applying without feedback loops). A job-placement-first approach addresses these systematically: build the right portfolio, practice the right interview questions, align your tech stack to roles, and keep improving until the market says “yes.” Who this path fits best If you’re a recent graduate, you’ll likely fit if you match any of these: New grads in CS, Engineering, Math, or Statistics with limited job experience Students finishing Bachelor’s or Master’s programs who need a real hiring plan Candidates who apply consistently but don’t get callbacks Candidates who reach interviews but struggle to close International students on F-1/OPT who need a job plan for STEM extension/H-1B timing Graduates with strong academics but thin practical experience SynergisticIT helps STEM extension and work authorization pathways , and for candidates who need long-term stability, support related to H-1B and green card processes as part of employer-side realities. If you’re tired of guessing, stop treating your job search like a lottery. Treat it like a project with milestones: skills → portfolio → interview readiness → targeted applications → scheduled interviews → offer. If you want to explore, here are the key links: Event videos (OCW, JavaOne, Gartner): USA Today feature Contact & get a roadmap: Please read our blogs Why do Tech Companies not Hire recent Computer Science Graduates | SynergisticIT What Recruiters Look for in Junior Developers | SynergisticIT Software engineering or Data Science as a career? Bottom line for fresh grads: Your degree is the starting line, not the finish line. If you want to get hired faster, you don’t need “more random courses.” You need a guided, job-focused path and the right people around you. In tech, it’s not just what you learn—it’s how you learn and who you build with that decides how far you go. Please note: Resume databases are shared with clients and interested clients will reach out directly if they find a qualified candidate for their req. Resume submissions may be shared with our JOPP team database also. Please unsubscribe if contacted or if you don’t want to be contacted please don’t submit your resume Resolve hardware, software and network problems Provide hardware / software technical support Providing software and hardware support to end users Provide technical hardware, software and network support to end users Assist in troubleshooting software application issues Provide technical support for both hardware and software issues users Perform software and hardware demos Maintaining inventory of hardware/software in the computer Troubleshoot all support issues for the company (hardware/software/network) Develop applications software and systems Inquire regarding computer software or hardware operations to resolve problems Supporting maintenance of system software and hardware components Determine computer problems and to coordinate hardware and/or software solutions Configure and upgrade computer hardware / software Plan software releases in accordance with other software applications Provide system level support to all personnel for all company computer software Provide user orientation on hardware, software and network operations Perform first-line troubleshooting on various hardware and software Provide user PC hardware/software phone support Provide computer support services both for hardware and software through company help desk system

Job Description: Define and execute the reporting and analytics strategy aligned to organizational priorities, with a product mindset that emphasizes reusability, consistency, and scalability across the enterprise. Establish and maintain a standard library of reporting insights, including a semantic layer of measures and models, designed to meet the majority of recurring reporting and analytics needs across the organization and in-the-moment ad-hoc analyses. Drive enterprise-wide data literacy and self-service analytics capabilities, enabling teams to access, interpret, and act on data confidently without requiring analyst intermediation for routine decisions. Champion a culture of insight-to-action — ensuring analytics findings are translated into clear strategic and operational recommendations that business leaders can act on decisively. Lead the team’s evolution toward AI-enabled analytics capabilities in accordance with Centivo’s AI Governance and Acceptable Use policies. Serve Employers, Brokers, Client Success, and Centivo Corporate in highlighting Centivo’s value — proactively creating and managing standard insights and delivering urgent and advanced analysis for clients and corporate stakeholders. Serve internal stakeholders (e.g. Claims Operations, Member Operations, Care, Provider, Finance, etc.) by delivering operational performance insights and supporting data driven planning — predominantly developing standard insights for self-service by internal users, with ad-hoc delivery as prioritized. Partner directly with senior leaders across Claims Operations, Member Operations, Care, Finance, Sales & Marketing, and Centivo Corporate to translate business priorities into actionable analytics capabilities. Ensure proactive, ongoing engagement Client Success — anticipating stakeholder needs and maintaining alignment on priorities. Collaborate closely with the head of data architecture (Datalake team) to ensure alignment between analytics products and the underlying data infrastructure, governance standards, and platform roadmap. Own the BI infrastructure strategy, including sourcing, integration and ongoing management of third-party BI tools and metrics/models that enable scalable and differentiated insights. Lead BI tool migration efforts, ensuring continuity of reporting capabilities while improving scale, performance, and usability. Identify and propose analytical solutions that leverage corporate, clinical and third-party data assets to drive measurable business outcomes. Own accountability for delivery against time and quality SLAs across standard and ad-hoc analytics requests. Lead execution of a prioritized portfolio of analytics initiatives; establish process discipline to ensure consistent, high-quality output at scale. Drive automation — including AI-assisted workflows — to reduce errors, improve productivity, and increase the team’s overall capacity for higher-value analysis. Define and track key performance metrics across analytics value streams; course-correct proactively when performance deviates from plan. Directly manage and develop a team of data analysts, providing coaching, performance oversight, and career development aligned with Centivo’s leadership behaviors and growth objectives. Build and maintain a high-performing analytics organization; model Centivo’s values and leadership behaviors consistently. Manage vendor relationships related to BI tooling and third-party data/model providers, including oversight of contracts, statements of work and delivery performance. Requirements: Bachelor’s degree required; advanced degree (MBA, MS, or related) preferred. 5 years of experience leading analytics or reporting teams, including direct management of analysts and team leads. 5 years of healthcare industry analytics experience with a health plan (TPA strongly preferred) and/or health systems and/or HealthTech companies, with hands-on experience with core datasets (claims, EHR, enrollment, provider, care coordination). Domain expertise with claims operations, value-based care, ACO models, and self-funded employer health plans is a significant differentiator. Demonstrated experience designing and delivering a standard library of reporting and analytics products at enterprise scale, with a product mindset for reusability and consistency. Strong working knowledge of modern BI and analytics tools, especially Tableau, and additionally AWS Quicksight and Power BI; data platforms such as Databricks, Snowflake, or Microsoft Azure Fabric; and analytical tools such as Python or R. Experience with advanced analytics including machine learning and predictive modeling; familiarity with agentic AI and automation in an analytics context is a strong differentiator. Strong stakeholder management skills, with experience delivering business reviews and translating complex analytics into clear, actionable recommendations for senior leaders. Demonstrated ability to build consensus across business and technology stakeholders to drive prioritization and investment decisions. Benefits: Offers Equity Offers Bonus

Job Description: Handle privacy complaints submitted by users, working from established intake and response workflows. Support investigations into user claims by gathering relevant account information, summarizing findings, and preparing documentation for escalation to senior team members or outside counsel. Serve as the escalation point for BPO contractors handling initial queue triage, reviewing flagged items and determining next steps. Assist in preparing supporting materials for regulatory inquiries and responses to data protection authorities. Maintain queue tracking and case documentation so the broader team has clear visibility into status and volume. Flag patterns or emerging issues to the Senior Privacy Analyst for review. Requirements: 1.5+ years of experience in trust and safety, legal response, privacy operations, or a similar high-volume case-handling role. Strong ability to follow established playbooks and apply consistent judgment across a high volume of similar requests. Clear, concise written communication — your escalations should give the person receiving them exactly what they need, no more. Comfort working independently on well-defined workflows while knowing when to flag something that needs a second set of eyes. Strong attention to detail and written communication skills. Strong ability to handle sensitive user data and complaints in a professional and discreet manner. Familiarity with GDPR, CCPA, or other data protection frameworks at a conceptual level. Prior experience supporting regulatory response workstreams or working alongside legal or compliance teams. Experience working with or overseeing BPO/contractor teams in a queue management context. Benefits: Competitive salary Remote work options

Job Description: Proactively identifying workforce trends and risks through data analysis and predictive modeling Use workforce data to highlight emerging patterns such as turnover risk, staffing capacity gaps, and operational pressures Translate complex workforce data into clear insights that help leaders make informed decisions about staffing, planning, and operations Access, analyze, interpret, and report complex workforce and environmental data to support and elevate Seattle Children's workforce planning process and talent strategies Collaborate with senior leaders and managers to identify and recommend strategic data needs that support significant business decisions related to the organization's workforce Provide guidance and consultation on the selection, implementation, evaluation and support of multifaceted systems and information analysis that support hospital operations, HR industry best practices and data analysis methodologies Review, recommend and implement solutions that enable end users to effectively understand and use data and related to guide decision making and support operations Requirements: Bachelor’s Degree in HR/Business, Computer Science, Math or related field, or equivalent combination of education and experience Seven years experience in an HR technical environment Seven years development experience with SQL (queries, views, functions, etc.), Crystal, Tableau, Lookr and related tools Seven years experience working with HR systems, including Workday and processes supporting business customers, end users, and IS staff Expert knowledge of data analysis and display techniques Experience with complete metrics solution development life-cycle, including requirements gathering, analysis and design, coding, testing and deployment Progressively responsible work experience as a Systems or Reporting Analyst or equivalent (preferred) Experience managing medium to large projects using standard project management skills, tools and methodologies (preferred) Experience working with Workday including architecture, table structures and interfaces with related systems (preferred) Ten years experience with Workday Prism and SQL Server databases (preferred) Ten years development experience with Workday Prism SQL (queries, views, functions, procedures, etc.), Crystal, and related tools (Access, TOAD, Excel, VBA, HTML, XML) (preferred) Benefits: medical, dental, and vision plans 403(b) life insurance paid time off tuition reimbursement

Clinical Systems Analyst – Athena • Location: Queens, NY, • Position Type: Contract-to-hire – will convert to FTE after 6 months, • Number of Openings: 1, • Start Date: ASAP, • Contract Length: 6 month contract, • Salary Conversion: Around $120K, • On-site Requirements: First 6 months will require 5 days per week on-site. After the 6 month acclimation period, this will switch to a hybrid 2 days on-site / 3 days remote per week., • Onboarding Process: We conduct a standard background check and drug screen for all of our consultants. Position Summary: • The Clinical Systems Analyst II supports the implementation, optimization, and ongoing maintenance of clinical information systems, with a primary focus on Ambulatory Services. This role bridges clinical operations and IT, ensuring AthenaOne (athenahealth) solutions effectively support workflow efficiency, patient care delivery, and organizational objectives., • We need a Tier 2 SME type of skillset. Candidates don’t necessarily have to have Athena experience but needs to have at least 5+ years of solid ambulatory systems analyst experience. Key Responsibilities / Job Duties: • Clinical Systems Support & Maintenance, • Provide ongoing support for AthenaOne, including template updates, order sets, user profiles, access controls, integrations, and interfaces, • Deliver end-user training for physicians, residents, and clinical/non-clinical staff, • Serve as a primary resource for application troubleshooting and help desk support, including participation in on-call rotation, • Implementation & Optimization, • Coordinate and support system implementations, upgrades, enhancements, and optimizations, • Develop and execute test plans, including functional, integration, and usability testing, • Create detailed test scenarios and datasets, and review results with leadership, • Identify system improvement opportunities and recommend enhancements aligned with best practices, • Workflow Analysis & Process Improvement, • Analyze, document, and redesign clinical workflows to improve system efficiency, • Evaluate the impact of system changes and educate staff on new functionality and releases, • Partner with informatics teams to optimize clinical processes and system utilization, • Collaboration & Stakeholder Engagement, • Act as a liaison between IT, clinical departments, vendors, and end users, • Collaborate with report writers to support report development and data needs, • Participate in technology evaluations, system selections, and integration efforts, • Project & Operational Support, • Lead or contribute to multiple concurrent projects, ensuring timely delivery, • Prioritize tasks and respond effectively to urgent operational needs, • Travel to multiple sites as needed to support workflow analysis and system adoption, • Maintain clear and effective documentation and communication across all stakeholders Position Qualifications: • Minimum of 5 years of experience supporting ambulatory systems is required (AthenaOne /athenahealth experience is preferred, not required), • Proven experience with Ambulatory EHR system implementations, upgrades, and workflow optimization, • Strong understanding of ambulatory clinical workflows and operations, • Demonstrated ability to manage multiple projects and priorities simultaneously, • Experience handling confidential patient and organizational data with discretion, • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), • Experience with project management and presentation tools preferred, • Strong analytical, problem-solving, and communication skills

Position: Lead Claims Business Analyst - W2 Location: New York, NY 10004 Contract: Approx. 8 weeks (with potential extension) Schedule: Monday–Friday | 9:00 AM – 5:00 PM (Hybrid) Guaranteed hours per week: 35.00 Pay: Up to $60/hour Job Summary Pride Health is seeking an experienced Lead Claims Business Analyst for a contract opportunity in New York, NY. This role will serve as the primary point of contact for the Claims Processing workstream, supporting system implementation, workflow optimization, and process improvement initiatives within a healthcare environment. Responsibilities • Serve as the main point of contact for the Claims Processing workstream, • Gather, analyze, and document business requirements in collaboration with stakeholders and consultants, • Develop current and future state workflows for claims processes and downstream systems, • Identify gaps in processes and documentation; recommend and implement improvements, • Partner with leadership to define product roadmaps and prioritize system enhancements, • Review and validate business requirements, workflows, policies, and procedures, • Collaborate with QA teams to define test cases, scenarios, and acceptance criteria, • Support UAT testing and ensure alignment with business requirements, • Identify and resolve system or process deviations during testing phases, • Assist in development and review of training materials, • Monitor project progress and provide updates to stakeholders, • Act as liaison between business, technical teams, and leadership, • Ensure timely delivery of project milestones and objectives Requirements • Strong experience as a Business Analyst in healthcare or claims environment, • Hands-on experience with claims processing (Medicaid/Medicare/Commercial), • Proven experience with UAT, test case creation, and system implementation, • Strong analytical, problem-solving, and process improvement skills, • Experience with workflow documentation and gap analysis, • Excellent communication and stakeholder management skills Preferred Qualifications • Experience with Behavioral Health claims, • Prior experience working on large-scale system implementations, • Strong understanding of healthcare operations and claims lifecycle, • Ability to work cross-functionally with technical and business teams Why Work with Pride Health? Pride Health offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

About Prismera Prismera builds AI for commercial real estate portfolio operations. Our platform ingests unstructured portfolio documents and turns them into structured intelligence that powers how institutional owners and operators manage portfolios worth billions. We handle everything from document understanding and data extraction to agentic portfolio workflows and deal execution. We are backed by industry-leading executives, trusted by publicly traded REITs and national operators, and scaling into the largest institutional CRE firms in the world. The Role This is a founding design engineering role. You will own how Prismera looks, feels, and works: the interface design, the interaction patterns, the frontend implementation, and the systems that tie it all together. The core problem is this: commercial real estate portfolio operations are enormously complex. Hundreds of workflows, thousands of documents, multiple user types ranging from a 25-year-old analyst to a 60-year-old portfolio manager who has been doing this for decades. The instinct most platforms have is to solve complexity with more surface area. More tabs, more pages, more menus. That is not what we are building. You will figure out how to collapse that complexity into something so simple it feels obvious, without losing any of the power underneath. You will write production code. You will ship what you design. You will build relationships with customers across our client base and use those relationships to inform every decision you make about the product. If you think of yourself as someone who hands off Figma files, this is not the right fit. What You'll Do • Own the end-to-end design and frontend implementation of Prismera's product. You design it, you build it, you ship it., • Define the UX patterns for agentic AI workflows: how users interact with AI that acts autonomously on their behalf, how they build trust in its outputs, how they intervene when they need to. This is a new design space with very few established patterns., • Solve the information density problem: enterprise CRE users need access to massive amounts of data without being buried in it. You will design interfaces that surface the right information at the right time and hide everything else., • Build a design system and component library that scales as the product grows, without accumulating technical debt along the way., • Build and maintain direct relationships with an array of enterprise customers. You will be on calls, in Slack channels, and in their workflows regularly. What you learn from those relationships is what drives product decisions. Who You Are • 1-3 years of experience as a design engineer, product designer who codes, or frontend engineer with strong design instincts. What matters is the quality of what you've shipped, not the title you held., • You can go from concept to production code. You are fluent in React and modern frontend tooling, and you write clean, maintainable code., • You think about design in terms of user psychology, not just aesthetics. You care about button radius, but you care more about whether the person using the interface actually understands what is happening and what to do next., • You have strong opinions on simplicity. You believe the hardest design problem is figuring out what to leave out., • You are comfortable designing for users with wildly different levels of technical sophistication using the same product., • Experience designing for AI-native or agentic products is a major plus. If you've thought seriously about how humans should interact with autonomous AI systems, we want to hear about it., • You move fast, ship constantly, and refine based on real usage., • You want to be close to customers. You see direct client relationships not as a distraction from design work, but as the most important input to it., • Bonus: experience with enterprise SaaS, financial services, or complex data-heavy applications. Why Now We have enterprise customers, real revenue, and a product in a market where the incumbent software is decades old and was never designed for what AI makes possible. You would be joining at the earliest stage with the most leverage: not to maintain what exists, but to build what comes next.

We're a prop trading firm in multiple asset classes, with offices & operations globally. Right now, we're seeking an Operations Analyst who enjoys digging into problems, closing gaps, and building scalable data processes that connect the business. You’ll work closely with the Director of Operations to design and manage the systems that underpin trading activity across the firm. Responsibilities: • Partner directly with the Director of Operations and collaborate with traders, developers, risk, and Finance to ensure critical data flows efficiently and accurately, • Build deep expertise in trading, clearing, and settlement across asset classes (commodities, equities, fixed income, FX, crypto), • Own end-to-end operational processes including SOD/EOD reconciliation, pricing, settlements, PnL reporting, and intraday monitoring, • Design and implement alerts, controls, and reconciliations to maintain data integrity and flag issues in real time, • Analyze trade execution workflows and improve how fills and positions are captured and distributed, • Work with developers to enhance databases, trading tools, and position management systems, • Streamline onboarding processes for new traders, strategies, and products, • Conduct analysis on volumes, fees, financing, rebates, and desk performance, translating insights into actionable improvements, • Bachelor’s degree, • 5+ years of experience in an analytical or operations role within a trading environment, • Strong problem-solving skills with the ability to break down complex issues quickly and independently, • Advanced Excel and SQL skills required; Python and Bloomberg experience a plus, • Effective communicator, able to manage multiple workstreams simultaneously, • High level of ownership, curiosity, and composure in a fast-paced, high-pressure environment, • Self-starter with a hands-on approach and willingness to dig into details to find solutions

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

Our client is looking to hire an Analyst – Worldwide Compliance to support royalty compliance and cash collections across their global licensing business. This is an initial 9-month contract fully onsite opportunity. Contract- 9 months Schedule –Onsite in NYC What You’ll Be Doing Review contracts and compare financial terms against royalty statements to ensure compliance Trace financial activity across the contract lifecycle to identify and resolve discrepancies Partner with internal teams and licensees to correct reporting and submission errors Troubleshoot system access and reporting issues related to royalty processing Reach out to licensees to resolve open AR balances and compliance issues Monitor expected cash flow and ensure timely receipt of payments Maintain accurate tracking of receivables and collection statuses Assist with unapplied payments and support invoice/account balance inquiries Support month-end close activities and ad hoc reporting needs What We’re Looking For 3–5 years of experience in royalties, licensing, collections, or accounting Strong understanding of general accounting principles Experience reviewing contracts and identifying financial discrepancies Strong Excel skills for tracking, reporting, and analysis Ability to troubleshoot issues and identify root causes Strong communication skills and ability to work with multiple stakeholders Highly organized with strong attention to detail and time management Qualifications B.A. or B.S. in Business, Finance, or related field Experience in operations finance, accounting, or licensing preferred Must be able to commit to the duration of the contract Nice to Have Royalty accounting experience (big plus) Experience in music, publishing, or media industries Experience with both royalties and cash collections

Immediate need for a talented Senior Project Manager- Capital Markets. This is a 12+ months Contract opportunity with long-term potential and is Jersey City, NJ(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job Diva ID: 26-10215 Pay Range: $95 - $100/hr. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: • Results and Impact, • Impacts division and influences peers and team, • Demonstrates good judgement when making decisions of high complexity and impact, • Relies on limited guidance for most complex decision making, • Is responsible for driving outcomes which have meaningful effect on team or department, • Leadership and Collaboration, • Creates trust with department leaders, • Acts in leadership capacity for large projects, processes, or programs for a team, • Client, Customer and Stakeholder Focus, • Able to build relationships with a mix of intermediate and senior colleagues or clients, • Interacts regularly with management and department leaders, • Demonstrates the ability to persuade and influence stakeholders at team level, • Compliance Culture and Conduct, • Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts, • Perceived as a person of high moral character; upholds corporate values and displays high ethical standards”, • Project Management:, • Manage and lead assigned projects to completion with delivery of agreed objectives, • Ensure that all projects follow Group Policies and Procedure – including proper Project Governance and reporting to senior management & stakeholders, • Create and lead appropriate project governance, • Identify and stabilize the scope of business topics to be addressed / resolved, • Identify and obtain the buy-in from the Primary Project Stakeholders and Sponsor, • Secure the resource plan and prioritization / funding of those resources, • Leverage expertise and problem-solving skills to propose solutions during each phase of the project, • Drive the delivery effort by maintaining project lists, organizing follow up meetings, creating and distributing meeting minutes, • Identify risk and dependencies that could jeopardize project execution., • Ensure clear communication of goals, budget, risks, efforts involved, as well as on the progress of the project, • Work closely with all functions - Front office, Operations, Finance, IT, Compliance, Legal, Risk etc. to ensure successful delivery of project objectives., • Manage situations of conflict and constraints to ensure the success of the project., • Business Analysis:, • Elicit business requirements using interviews & subject matter expertise, • Document requirements, business process descriptions, use cases, scenarios, task and workflow analysis, • Critically evaluate information gathered from multiple sources, reconcile conflicts, & decompose high-level information into details, • Abstract up from low-level information to a general understanding, and distinguish user requests from the true underlying needs, • Proactively communicate and collaborate with external and internal customers to deliver the following artifacts as needed: (1) Business Requirements Documents, (2) Test & Use Cases, • Challenge business users on their assumptions & how they expect to successfully implement requirement, • Contribute to the building of maximum efficiency within the Firm:, • Analyse the current procedures and make change proposals to improve productivity, efficiency and risk control, • Work closely with the Operations and IT managers to properly measure the impact of new systems/processes on the staff's workload and determine the new staffing requirements where applicable., • Contribute to the successful implementation of new systems:, • Work with various users to clearly identify business requirements – from Front Office to Finance., • Collaborate with IT to ensure that the system functionalities meet the user requirements., • Propose procedural changes to take advantage of the new system functionalities., • Facilitate the planning between IT and users to ensure all phases of the project are on track and that the appropriate level of testing is carried out. Key Requirements and Technology Experience: • Key Skills: Capital Markets / Banking Domain Expertise, • End-to-End Project Management (Lifecycle Ownership), • Regulatory, Risk & Compliance Knowledge, • Stakeholder Management & Communication, • Project Implementation- end to end must have, • Business Analysis & Requirements Gathering, • Bachelor’s degree from accredited university with focus on Finance, Economics, Business Administration or other relevant field of study., • 6 – 8 years of relevant industry experience., • Expertise in Front Office and Operations (functional or in a project capacity), with knowledge of Banking and Capital Market activities, • A keen focus on ‘Process and Risk’ awareness is a KEY CRITERIA for this position., • Deep knowledge of & experience executing all project management concepts., • Project planning, documentation experience, & stakeholder management is essential, • Excellent level of knowledge of MS Project, Excel, Word, and PowerPoint., • Business Analyst experience is valuable, • Must have an in-depth understanding of project life cycle and what each phase implies., • Must have excellent communication and reporting skills – Both written and oral., • Must be able to professionally and efficiently manage situations of conflict and work with collaborators to arrive at a solution., • Needs to demonstrate the ability to adapt and learn new processes quickly., • Needs to show ability to multi-task and shift gears for various topics and perimeter during the project life cycle (i.e. Knowledge of FO Products and processes, Operations, IT, Finance etc.)., • Must be able to demonstrate the ability to delve into complicated situations (issues, people, processes etc.), sort out the information and propose the solution/next steps. Our client is a leading Financial Services industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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Our client the luxury space is looking to hire a Demand and Supply Planning Analyst to join their team! Job Title: Demand and Supply Planning Analyst Type: Contract (40 hours/ week) Duration: 6 months Location: NYC Onsite: hybrid Rate: $30- 35/hr Job Summary: We are seeking a motivated and detail-oriented Demand and Supply Planning Specialist to support our planning team in ensuring optimal inventory levels and smooth supply chain operations. In this role, you will assist in gathering and analyzing data, updating forecasts, and coordinating with internal departments to help balance supply and demand. Key Responsibilities: • Assist in the preparation and maintenance of demand forecasts based on historical data, market trends, and sales input, • Support the coordination of supply planning activities to ensure timely product availability, • Monitor inventory levels and flag potential shortages or overstock situations, • Work with cross-functional teams including sales, marketing, procurement, and logistics to align supply chain plans, • Maintain and update planning tools and databases (e.g., ERP, Excel, or forecasting software), • Generate regular reports on inventory, forecast accuracy, and key supply chain KPIs, • Assist with root cause analysis and corrective action for supply or demand imbalances, • Participate in planning meetings and support the execution of action plans Qualifications: • Must have previous experience in supply chain or demand planning, • Bachelors degree in supply chain or related field, • 2-4 years of professional working experience, • Previous experience working with a luxury brand in the fashion or beauty space, • Ability to go onsite in NYC

UPDATE as of 4/202/206 that while the profiles received so far have been strong, they’d like to see more candidates with operational/functional backgrounds and project management (PM) experience. For this role, we need someone who understands the business and can align with the needs of each function Here are the top 3 skills I am looking for in a candidate: • Project Management & Business Analysis o Ability to drive end-to-end project execution (planning, risk management, stakeholder alignment) while leveraging analytical rigor to translate business needs into actionable insights. o Experience bridging technical and business perspectives to deliver measurable outcomes. • Executive-Level Communication & Strategic Storytelling o Confidence in crafting and delivering high-impact presentations for senior leadership, distilling complex topics into clear, concise, and decision-driven narratives. o Proactive in anticipating questions, surfacing key risks/issues, and framing discussions at the right altitude (avoiding weeds while highlighting strategic implications). • Agile Learning and Fast Ramp-Up o Fast Ramp-up: Demonstrates ability to quickly master new domains, tools, or processes—balancing independent problem-solving with knowing when to seek guidance. o Ambiguity navigation: Skill in defining structure where none exists—breaking down vague challenges into actionable frameworks, identifying critical assumptions, and driving toward clarity. o Adaptability to shift priorities or contexts while maintaining focus on outcomes. Responsibilities: Project Management: ·Create and lead appropriate project governance ·Identify and stabilize the scope of business topics to be addressed / resolved ·Identify and obtain the buy-in from the Primary Project Stakeholders and Sponsor ·Secure the resource plan and prioritization / funding of those resources ·Leverage expertise and problem-solving skills to propose solutions during each phase of the project ·Drive the delivery effort by maintaining project lists, organizing follow up meetings, creating and distributing meeting minutes ·Identify risk and dependencies that could jeopardize project execution. ·Ensure clear communication of goals, budget, risks, efforts involved, as well as on the progress of the project ·Work closely with all functions - Front office, Operations, Finance, IT, Compliance, Legal, Risk etc. to ensure successful delivery of project objectives. ·Manage situations of conflict and constraints to ensure the success of the project. Business Analysis: ·Elicit business requirements using interviews & subject matter expertise ·Document requirements, business process descriptions, use cases, scenarios, task and workflow analysis ·Critically evaluate information gathered from multiple sources, reconcile conflicts, & decompose high-level information into details ·Abstract up from low-level information to a general understanding, and distinguish user requests from the true underlying needs ·Proactively communicate and collaborate with external and internal customers to deliver the following artifacts as needed: (1) Business Requirements Documents, (2) Test & Use Cases ·Challenge business users on their assumptions & how they expect to successfully implement requirement Contribute to the building of maximum efficiency within the Firm: • Analyse the current procedures and make change proposals to improve productivity, efficiency and risk control, • Work closely with the Operations and IT managers to properly measure the impact of new systems/processes on the staff's workload and determine the new staffing requirements where applicable. Contribute to the successful implementation of new systems: • Work with various users to clearly identify business requirements – from Front Office to Finance., • Collaborate with IT to ensure that the system functionalities meet the user requirements., • Propose procedural changes to take advantage of the new system functionalities., • Facilitate the planning between IT and users to ensure all phases of the project are on track and that the appropriate level of testing is carried out. Minimum Required Qualifications: • Bachelor’s degree from accredited university with focus on Finance, Economics, Business Administration or other relevant field of study., • 6 – 8 years of relevant industry experience., • Expertise in Front Office and Operations (functional or in a project capacity), with knowledge of Banking and Capital Market activities, • A keen focus on ‘Process and Risk’ awareness is a KEY CRITERIA for this position., • Deep knowledge of & experience executing all project management concepts., • Project planning, documentation experience, & stakeholder management is essential Minimum Required Qualifications Cont’d: • Excellent level of knowledge of MS Project, Excel, Word, and PowerPoint., • Business Analyst experience is valuable, • The candidate:, • Must have an in-depth understanding of project life cycle and what each phase implies., • Must have excellent communication and reporting skills – Both written and oral., • Must be able to professionally and efficiently manage situations of conflict and work with collaborators to arrive at a solution., • Needs to demonstrate the ability to adapt and learn new processes quickly., • Needs to show ability to multi-task and shift gears for various topics and perimeter during the project life cycle (i.e. Knowledge of FO Products and processes, Operations, IT, Finance etc.).

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. Overview This role sits within Middle Office Operations and focuses on the closing, booking, and ongoing monitoring of loan facilities. The analyst works closely with Front Office, Risk, Legal, and Operations teams to ensure deals are correctly executed, controlled, and maintained throughout their lifecycle. Core Responsibilities Deal Closing & Booking • Support deal closing activities from pre-closing to funding, • Review credit agreements and ensure alignment with credit approvals, • Ensure all conditions precedent (CPs) are satisfied before funding, • Coordinate with booking teams to ensure accurate setup in Loan IQ, • Monitor deals from closing through maturity/termination, • Manage lifecycle events: amendments, waivers, restructurings, • Set up and maintain covenants and collateral in Loan IQ, • Monitor borrower compliance (financial & reporting covenants), • Track collateral values and ensure regular updates, • Support funding processes and ensure proper approvals, • Perform reconciliations and track cash movements, • Act as a key contact for clients regarding loan operations, • Liaise daily with Front Office, Risk, Legal, Finance, and Operations, • Ensure compliance with internal procedures and regulatory requirements, • Identify and escalate operational risks, • Maintain strong control framework across all activities Profile Experience • 5+ years in Loan Operations / Middle Office / Lending Support, • Strong knowledge of loan lifecycle and credit processes, • Hands-on experience with Loan IQ (key requirement), • Good understanding of financial statements and covenants, • Strong attention to detail and ownership mindset, • Degree in Finance, Business, or related field

To apply, please send the following to • Your resume / CV, • A short blurb introducing yourself and explaining why you are a good fit for the Hive, and confirming which location your're applying to (New York or London). Keep it short & real, no need for a fancy cover letter!, • Links to anything cool you’ve built with AI for work, school, or even just on your own time Position Overview The AI Hive is TowerBrook’s new fellowship for applied AI builders. This is not an analyst program and it is not a consulting role. Fellows do not produce slides about what AI could do. Fellows train intensively inside TowerBrook for six months, with the opportunity to progress into a twelve-month embed inside one of our portfolio companies as an Applied AI Engineer, working directly with CEOs and operating teams to ship AI-native solutions that move real numbers. The fellowship runs in two phases. In Phase 1 (six months), fellows are based at TowerBrook in New York or London, training with leading external AI partners and shipping high-priority internal projects across the firm. Fellows who excel in Phase 1 are considered for Phase 2 (twelve months): a full-time, onsite embed inside a TowerBrook portfolio company, working in person alongside the management team and reporting to the CEO, CTO, or Head of AI, and delivering milestone-based work with measured business outcomes. Fellows in this first cohort will have a unique opportunity to shape how TowerBrook builds and deploys AI talent across the portfolio Responsibilities Phase 1. Inside TowerBrook (Months 1 to 6) • Complete a three-week intensive training program with a leading AI-native training partner, covering prompt engineering, agent architecture, Claude Code and other coding assistants, workflow automation (n8n, Lovable), Python, and enterprise AI governance., • Pair with internal devs and senior engineers from best-in-class applied AI firms on live TowerBrook projects, shipping working prototypes within the first six weeks., • Lead at least two internal builds with named senior sponsors as business owners. Projects may span front, middle, or back office (investment teams, operations, finance, IR, compliance, knowledge management) depending on firm priority. Deliver shipped output, not recommendations., • Contribute to the shared Hive knowledge base (reusable agents, templates, playbooks) that compounds across future cohorts. Phase 2. Portfolio Company Assignment (Months 7 to 18) • Match into a portfolio company across TowerBrook verticals based on fit, and relocate as needed to work onsite at the company’s primary office for the duration of the twelve-month embed. Matching is jointly led by the Program Lead, the senior program sponsor, and TowerBrook’s Technology Operating Partners., • Run a four-week diagnostic sprint: map workflows, validate pain points, and produce a twelve-month build roadmap signed off by the company CEO and the TCP sponsor., • Execute three to five milestone-based build sprints of eight to twelve weeks, each delivering measured output (hours saved, revenue uplift, cost reduction, new capability shipped)., • Report directly to the company CEO, CTO, or Head of AI, while retaining ongoing connectivity to TowerBrook for the duration of the engagement., • Attend monthly Hive-wide cross-pollination sessions with other fellows and coordinators. Document learnings for the Hive knowledge base., • At the close of the twelve-month deployment, transition into one of four paths: a full-time role at the portfolio company, redeployment to a second company, a role at TowerBrook, or release into the TCP alumni network. Professional Qualifications & Experience • One to three years of post-university experience in a builder role. We read “builder” broadly: software engineering, data, product, operations with automation exposure, quantitative research, consulting with hands-on implementation, or early-stage startups. Candidates with fewer than one year or more than three years of experience are out of scope for the pilot cohort., • A technical or quantitative undergraduate background is welcome: computer science, engineering, physics, applied mathematics, statistics, computational biology, industrial engineering, operations research, information systems, or quantitative economics. We will also consider non-technical majors with visible builder evidence such as a GitHub portfolio, shipped side projects, or published technical writing., • Fluency with modern AI tools. You already use Claude or ChatGPT daily as a core part of your workflow, not as a novelty., • Working proficiency in Python or another scripting language is a plus — enough to prototype end-to-end without supervision is ideal, but not required. Formal ML engineering or data science experience is not required and is not what we are optimizing for., • Demonstrated evidence of shipped work outside a structured environment: a side project, an automation built at a previous role that nobody asked for, a product used by real users, or published writing with an audience. What you built matters more than where you built it., • Right to work in the United States (for New York candidates) or the United Kingdom (for London candidates) is preferred. Visa support may be available for exceptional candidates. Personal Qualifications • Stakeholder presence. At ease working with a company CEO or a TowerBrook partner, approaching business problems with curiosity and humility., • AI-native instinct. You reach for AI tools naturally during ideation and problem solving., • Builder disposition and bias for action. You try things rather than endlessly plan, and you pick up new tools quickly, including things outside your formal training., • Written communication. You can produce a crisp one-pager that a senior partner or a company CFO will actually read. Compensation & Benefits of working at TowerBrook • The base salary range for this role is $130,000 – $150,000. Compensation also includes eligibility for a discretionary annual bonus and a competitive benefits package, • Intensive applied AI training with a curated set of leading external partners across AI-native education and applied engineering, • Direct mentorship from senior TowerBrook partners, Technology Operating Partners, and portfolio company CEOs, • Guest seminar program featuring frontier AI lab teams, applied AI practitioners, and high-signal technical writers, • Clear post-fellowship pathways: full-time hire at the portfolio company, full-time role at TowerBrook (Applied Engineer, investment associate, or Hive coordinator), redeployment to a second portfolio company, or release into the TCP alumni network, • Access to cutting-edge AI tooling and early-access relationships with leading AI labs through TowerBrook’s partner networks, • A collaborative, entrepreneurial culture within a globally respected investment firm

Our client, a large investment bank, is seeking an Operations Analyst to add to their growing team in New York City. Key Responsibilities: • Assist brokers and clients with general inquiries and account set up, • Ensure all new accounts are accurately inputted into system, • Work closely with Client Service Group to assist with account maintenance, • Make changes to existing accounts, • Resolve any discrepancies and execute transactions Your Skills and Experience: • BA Degree, • 1+ years of corporate/finance experience (strong internships count), • Strong communication skills - verbal and written, • Strong analytical skills

Business Analyst II – Deal Closing & Monitoring (Financial Risk) Midtown Manhattan, NY (Hybrid) Up to $70/hour | 6-Month Contract (Potential for Conversion) Our client, a leading global corporate and investment bank, is seeking a Business Analyst II to join their Deal Closing & Monitoring team within Financial Operations. This is a high-impact, middle office role supporting the full lifecycle of complex lending transactions across multiple business lines. This opportunity offers strong exposure to front office, risk, and legal teams, with the potential to convert to a full-time position. Work Schedule Hybrid: 3 days onsite in Midtown Manhattan, 2 days remote In line with company policy (including select Mondays and Fridays onsite) Position Overview This role sits at the center of the loan lifecycle, ensuring that transactions are accurately executed, properly booked, and actively monitored from closing through repayment. The ideal candidate brings a strong understanding of credit products, attention to detail, and the ability to manage multiple deals in a fast-paced environment. You will act as a key liaison between front office, operations, risk, and clients to ensure seamless execution and ongoing compliance. Key Responsibilities: Deal Closing & Execution • Support pre-closing and closing activities for new credit facilities, • Review credit agreements and validate alignment with approved terms, • Ensure all conditions precedent (CPs) are satisfied prior to funding, • Manage a portfolio of loan transactions from closing through termination, • Monitor borrower compliance with financial and reporting covenants, • Track collateral positions and ensure timely updates and valuations, • Identify and escalate covenant breaches or potential risk issues, • Ensure adherence to internal policies and regulatory requirements, • Partner cross-functionally with Front Office, Risk, Legal, Finance, and Operations teams, • Maintain accurate records, reconciliations, and funding activity tracking, • Assist with process improvements and operational efficiency initiatives, • 5+ years of experience in commercial lending, loan operations, or credit support within a bank or financial institution, • Strong understanding of loan products, credit agreements, and financial statements, • Experience with loan lifecycle processes (closing, booking, monitoring), • Familiarity with Loan IQ or similar loan systems strongly preferred, • Excellent attention to detail and ability to manage multiple transactions simultaneously, • Strong communication and organizational skills, • High visibility role with exposure to multiple business lines, • Opportunity to work closely with front office and senior stakeholders, • Strong potential for full-time conversion, • Competitive hourly rate up to $70/hour If you’re interested in a role that combines deal execution, risk oversight, and cross-functional collaboration within a top-tier banking environment, we’d like to hear from you.

Attention all 2025/2026 Graduates: We are now in the process of recruiting and vetting qualified recent college grads for our annual influx of entry level finance opportunities. CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA CANDIDATES MUST BE LOCATED IN THE NYC METRO AREA Applicants should have recently graduated or will be graduating in 2026 with a Finance, Economics, Business, Accounting or related degree. Positions are long term consulting with the possibility of converting into full time permanent roles. Our clients include Investment Banks and Financial Services firms and located in NYC with openings in NYC, Southern Westchester & Southern CT. Numerous job opportunities located in the NYC & Westchester & Stamford, CT areas including but not limited to: • · Entry Level/Recent College Grad Opportunities, • · Back Office Operations, • · Fixed Income Operations, • · Trade Support, • · Loan Administration, • · Accounting, • · Research, • · Sales Assistant, • · Regulatory, • · Investor Relations, • · Insurance Operations, • · Analyst, • · Credit Derivative Operations, • · Compliance/KYC-AML, • · Business Analyst Jobs require excellent verbal and written communication skills as well as computer proficiency. Salaries vary with positions. Entry level to Senior Level Opportunities For immediate consideration please forward resume to: Jim Byrnes

Jersey City, NJ Contract to Hire Hybrid W2 Only · No 3rd Parties Role Overview Support the Cyber Data Operations team by monitoring the production batch stream cycle of CyberDW, diagnosing job failures, and escalating issues according to protocol. This role is responsible for creating playbooks and SOPs, coordinating with the Cyber Data team on production releases and active issues, and driving organizational efficiency through business process analysis and data-driven decision-making. Production Job Types Monitored ETL Jobs CDQ Jobs QA Jobs DLP Jobs Event Monitoring Jobs Key Responsibilities Production Monitoring • Monitor the production batch stream cycle of CyberDW on an ongoing basis., • Diagnose job failures across ETL, CDQ, QA, DLP, and event monitoring pipelines., • Create and maintain operational playbooks and standard operating procedures., • Document processes and decision trees for recurring production issues., • Coordinate with the Cyber Data team on production releases and active CyberDW issues., • Analyze business processes and identify operational improvement opportunities., • Support data-driven decision-making to enhance operational performance. Must-Have SQL Relational Databases Core Skills Batch Stream Monitoring ETL Job Management Incident Diagnosis & Escalation SOP / Playbook Authoring Business Process Analysis Process Mapping Data Interpretation Cross-Functional Collaboration Analytical Problem-Solving Project Management Tools Nice to Have Python Cyber / Security Domain DLP Operations Data Warehouse Support QA Job Monitoring Soft Skills Strong Attention to Detail Clear Communication Organizational Skills Business Context Awareness

Seeking a Business Analyst, not a pure Project Manager... Please do not apply if you are not in the NYC metro area. Department Profile This role sits within the Centralized Finance Change team and reports to the Chief Operating Officer. Our team is composed of strong techno-functional who collaborate globally across Finance, Technology, and other divisions, taking full ownership of system and product transformation initiatives. We foster a vibrant and diverse environment, with teams engaged in a wide range of functional and technological deliveries. Our culture emphasizes innovation, inclusion, community engagement, and continuous knowledge sharing. The role we are seeking is a Business Analyst Project Manager with 5+ years of experience to lead the delivery of complex projects and advance data governance initiatives in Finance, preferably in the Capital and RWA domain. The candidate needs to be able to collaborate with cross-functional teams across IT, Finance, and Risk, operating in a dynamic, fast-paced, and high-visibility environment. The candidate is expected to: • Possess strong analytical and communication skills to support initiatives aimed at improving the quality, timeliness, and centralization of data, while also delivering capabilities to enhance financial and regulatory reporting processes., • Document current-state processes and define business requirements, including target-state process design., • Perform and leverage in-depth data analysis to define business requirements and ensure alignment with technology implementation., • Manage and participate in complex cross-functional projects from initiation through execution, ensuring alignment with strategic objectives and timely delivery., • Develop user stories with clearly defined acceptance criteria and coordinate User Acceptance Testing (UAT) planning and test scenarios in collaboration with all stakeholders, including IT, end users, and project teams., • Possess advanced analytical and problem-solving skills with ability to grasp complexities and make sound decisions under pressure and resolve issues efficiently., • Develop a strong understanding of financial products and existing reporting frameworks., • Collaborate with key stakeholders, Technology and Change team to design solutions, prioritize and resolve issues., • Support the testing phase, including defining the testing approach, creating test plans and cases, and tracking testing metrics with all stakeholders., • Advance data governance objectives within the Finance division by updating the data dictionary, data quality controls, and supporting feed governance and data lineage tracking., • Ensure a seamless transition from project execution to business-as-usual (BAU) operations., • Contributed to the delivery of complex capital projects influenced by regulatory requirements and internal initiatives. The candidate should be able to demonstrate the following key skills & competencies: • Over 5 years of experience as a Business Analyst, delivering insights and driving process improvements across cross-functional teams., • Excellent written and verbal communication skills; adept at engaging stakeholders at all organizational levels., • Highly organized with strong attention to detail and a process-oriented mindset., • Proactive self-starter with effective time management skills and a collaborative team approach., • Strong analytical and problem-solving capabilities, with experience in data quality assessments, root cause analysis, and data reconciliation., • Familiar with process design and strategic thinking to support business transformation initiatives., • Strong proficiency in Microsoft Visio and Excel., • Background in Data Governance or Data Lineage initiatives., • Experience working in Agile teams and an understanding of Agile practices and tools such as Rally, JIRA, Alteryx and Power BI are desirable. The following skills & experience are a plus: • Exposure to financial instruments including Fixed Income, Equities, and Derivatives., • Experience in data quality management within financial services or capital markets., • Knowledge of financial statements and regulatory reporting frameworks is an added advantage., • Experience and in-depth knowledge of Basel III Capital & RWA rules and reporting., • Experience in CCAR and/or Regulatory Reports such as 10Q/K, FR-Y9C, FR-Y15, FR-2590, FR-Y14A, etc.

NOTES (this is for a major bank in the NYC area). • Hybrid - 3 days onsite, 2 days remote required, • Looking to start ASAP, • Must have at least 3-4 years of LOANIQ experience with agency servicing specifically (will be eventually helping train other team members on LoanIQ), • Strong background of onboarding and booking new transactions, especially in agent servicing, • Need to be able to read a credit agreement (STLA most important), • Understanding of cash reconciliations, research, and resolution and loan servicing, • Would be a perk if they had experience using MS Dynamics but not a must, • Team is about 10 people in size (predominantly in Baltimore), • Interview process would be meeting with HM and two VP's - hopefully all in one sitting OVERVIEW We are looking for an experienced loan operations professional to join the FID Secured Lending (FSL) operations team on a temporary basis. The FSL business is in a period of significant volume growth, and this role exists to provide immediate production capacity in loan booking, participant servicing, and agency servicing — all within LoanIQ. This is a hands-on production role. We need someone who can process transactions from day one with minimal ramp-up. Prior experience at a major syndicated lending institution (agent bank or participant) is essential. KEY RESPONSIBILITIES Loan Booking & Deal Setup • Book new loan facilities in LoanIQ based on credit agreement terms, including deal, facility, and loan-level hierarchy setup, • Extract and input key commercial terms from credit agreements: pricing grids, commitment amounts, maturity dates, repayment schedules, borrowing base structures, financial covenants, • Set up deal economics accurately to support correct regulatory capital calculation, risk exposure, and credit availability, • Coordinate with front office, legal counsel, and product control on deal closing mechanics and funding instructions Participant Servicing • Process lifecycle servicing events for deals where the firm holds a participant position: interest payments, fee payments, principal repayments, rate resets, and rollovers, • Reconcile agent bank notices against LoanIQ records; investigate and resolve discrepancies in payment amounts, rates, or accrual periods, • Monitor and process borrowing base certificates, compliance certificates, and covenant reporting as received from agent banks, • Handle facility amendments, extensions, and waivers on participant positions, updating LoanIQ deal structures accordingly Agency Servicing • Perform agent bank servicing functions in LoanIQ for deals where the firm acts as administrative agent or lead arranger, • Process and distribute interest, fee, and principal payments to the lender syndicate; calculate pro-rata and non-pro-rata distributions, • Manage lender positions following primary syndication, secondary trade settlements (assignments and participations), and commitment changes, • Generate and distribute agent notices to the lender group: drawdown notices, rate-setting notices, paydown notices, amendment and waiver requests, • Process SOFR rate resets, calculate all-in rates including applicable margins and floors, and initiate rollover transactions Controls & Reporting • Ensure all transactions are processed within established SLAs and in accordance with operational procedures and risk controls, • Escalate exceptions, fails, and breaks promptly through the appropriate channels, • Support month-end and quarter-end processing, including accrual verification and GL reconciliation support REQUIRED QUALIFICATIONS – Note- really looking for 5-6 years -Senior Analyst type of role • Minimum 3 years of hands-on experience in syndicated loan operations at a bank, fund administrator, or financial institution, • Direct, daily working experience with LoanIQ — this is non-negotiable. Candidates must be able to navigate deal/facility/loan hierarchies, process servicing events, and troubleshoot system issues independently, • Demonstrated experience in at least two of the following three areas: loan booking/deal setup, participant servicing, agency servicing, • Understanding of SOFR-based lending conventions, including rate lookback mechanics, compounding methods, and fallback provisions, • Ability to read and interpret credit agreements, amendments, and agent notices to extract operational terms, • Strong attention to detail in a high-volume, deadline-driven environment PREFERRED QUALIFICATIONS • Prior experience at a bulge-bracket or large regional bank in a loan operations or loan servicing role, • Experience with structured credit products: CLO warehouses, CRE warehouses, subscription finance / capital call facilities, • Experience with Microsoft Dynamics or similar case management / workflow tools ABOUT THE TEAM Global Loan Services (GLS) supports three business lines across the full loan lifecycle: Structed Lending, Global Capital Markets, and Leveraged Finance Trading. The team operates across New York, Baltimore, London, Glasgow, and multiple locations in India. FSL is the fastest-growing segment of the book. The successful candidate will join a team managing a diverse product set including traditional corporate lending, structured credit warehouses, CRE facilities, and subscription finance. This is a high-visibility function with direct interaction with front office desks, legal, and product control. NOTES FOR STAFFING AGENCIES • Candidates who list LoanIQ on their CV but cannot describe the deal/facility/loan hierarchy, or who cannot walk through a basic interest payment or rate reset workflow, will not be progressed, • We are not looking for project managers, business analysts, or technology implementation profiles. This is a production operations role, • Candidates from non-lending backgrounds (e.g., equity operations, FX operations) will not be considered unless they have direct, recent loan servicing experience in LoanIQ

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specialized in Banking, Finance, and Financial Services. Through our core human values – proximity, teamwork, diversity, excellence – our 1000 expert consultants, hailing from 35 different nationalities, collaborate across 13 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Luxembourg, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. Overview This role supports the Loan Trading Desk and is responsible for the execution, control, and settlement of loan trades. The position is highly operational, with a strong focus on trade processing, reconciliation, and coordination with internal teams and external providers. Core Responsibilities Trade Execution & Booking • Manage the end-to-end lifecycle of loan trades (trade date to settlement), • Create and process trades in ClearPar, • Coordinate settlement with Back Office and counterparties, • Validate and release payments, • Track unsettled trades and follow up until completion, • Perform daily reconciliations (cash, positions, trades), • Supervise external provider (Alter Domus), • Validate data accuracy and ensure tasks are properly executed, • Identify and escalate trade breaks or operational issues, • Produce reports on trade status and operational metrics, • Contribute to process improvements and operational efficiency Profile Experience • Strong knowledge of loan trading lifecycle and settlement processes, • Hands-on experience with ClearPar and Loan IQ, • Solid Excel skills (reconciliation, tracking), • Strong attention to detail and problem-solving mindset, • Degree in Finance or related field (or equivalent experience)

A privately held, multi-generational family office based in New York City is seeking a driven and technologically fluent investment operations professional to support the operational infrastructure, reporting, and data integrity of the family’s investment portfolio. The family office oversees a diverse portfolio of private investment partnerships, public market securities, trusts, and personal entities. It serves as the centralized platform for coordinating investment, financial, tax, estate, and administrative matters on behalf of the family. The organization is intentionally lean and highly collaborative, with a focus on building institutional-quality infrastructure while maintaining a high-touch, service-oriented approach. This role will play a critical part in strengthening the investment operations function, initially through systems implementation and process design, and over time through ongoing oversight of investment accounting, performance reporting, and data governance. Position Overview The Investment Operations Analyst will be responsible for building and overseeing the investment operations infrastructure that supports the family’s portfolio across public and private investments, including complex, multi-entity structures spanning partnerships, trusts, and related investment vehicles. In the near term, this role will partner closely with the Chief Executive Officer and key internal stakeholders to implement core systems, establish workflows, and enhance the integrity of the family office’s investment data environment. Over time, the role will transition into ongoing ownership of investment accounting, performance reporting, and data governance processes — with a mandate to continuously modernize how those functions are performed. The ideal candidate is a detail-oriented, systems-minded, and tech-forward investment operations professional with 4–6 years of experience. They have a strong foundation in alternative investments, a proactive approach to process improvement, and an interest in leveraging modern technology, including AI, to solve operational challenges. Success in this role requires sound judgment, intellectual curiosity, and the ability to operate with discretion in a high-trust family office environment. Key Responsibilities Investment Accounting & Performance Reporting • Oversee the accuracy and completeness of investment data across the portfolio, including capital calls, distributions, valuations, fees, and other transaction activity, • Review and validate monthly and quarterly performance reporting within the family office’s reporting and aggregation platforms, • Prepare and respond to ad hoc reporting and data requests from internal stakeholders, including investment and finance teams, • Serve as the primary steward of investment data across systems, including portfolio accounting platforms and data warehouse environments, • Identify and proactively resolve data discrepancies, outages, and variances across systems, • Partner with the Chief Executive Officer to implement and optimize core investment systems and reporting infrastructure, • Lead workflow design and process development to support scalable and efficient investment operations, • Identify opportunities to reduce manual effort through automation and AI-assisted workflows, • Oversee execution of capital calls, subscriptions, redemptions, and distribution processes across alternative investments, • Coordinate onboarding of new investments in partnership with investment and legal teams, including setup within internal systems, • Collaborate closely with accounting, tax, and finance teams to ensure alignment across reporting, liquidity planning, and entity-level activity, • Monitor client-level cash positions across multiple entities and accounts and track all inflows, outflows and liquidity needs to support investment and operating activities, • Assist in forecasting short- and medium-term cash requirements and identify and escalate potential liquidity gaps or timing mismatches Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business Administration, or related field required, • 4–6 years of relevant experience within investment operations, fund administration, or financial services, • Demonstrated experience supporting alternative investments, including private equity, hedge funds, and other limited partnership structures, • Experience within a family office, multi-family office, RIA, or fund administrator environment preferred, • Demonstrated experience navigating complex, multi-entity investment structures, including partnerships, trusts, and interrelated entities, • Experience with investment reporting and portfolio systems such as Addepar, Masttro, Arch, Canoe, Black Diamond, or similar, • Fluency in data and analytics and comfort working with data and reporting tools such as Advanced Excel, Power BI, or Tableau, • Demonstrated proficiency with AI tools in a professional or academic setting — examples of use cases a strong plus (Microsoft Copilot, ChatGPT, Claude, Gemini, or similar), • Prior experience supporting systems implementation and process improvement initiatives, • Strong organizational and project management skills with the ability to manage multiple competing priorities, • Genuine interest and enthusiasm for identifying how AI and technology improvements can create value not just in operations, but across the entire family office Key Success Metrics • Accurate and timely investment performance reporting across all asset classes, • Consistency and integrity of investment data across systems and reporting outputs, • Successful implementation and optimization of core investment systems and workflows, • Measurable reduction in manual processes through technology and automation initiatives, • Effective adoption of AI and modern tools — both within investment operations and across the organization, • Effective coordination across internal teams and external partners Culture Fit This role requires a high degree of discretion, accountability, and attention to detail. The ideal candidate is intellectually curious, highly organized, and motivated by building systems and processes that support long-term decision-making. Beyond technical skills, the family office is specifically looking for someone who is energized by technology — not just comfortable with existing tools, but genuinely excited to explore, evaluate, and implement new ones. Success in this environment requires comfort operating in a lean, collaborative team where individuals are expected to take ownership, operate with sound judgment, and contribute across functions. A service-oriented mindset and the ability to navigate complex, multi-entity structures with professionalism and care are essential. Compensation: $150,000 – 175,000 per year, dependent on experience, plus comprehensive benefits Job Type: Hybrid (expected on average 3 days per week in-person); office located in New York City

Senior Research Manager – Market Research We are seeking a Senior Research Manager to join the Thought Leadership Research team and create high-impact work that solves client challenges. Primary day-to-day responsibilities will revolve around managing many different types of research engagements, both quantitative and qualitative, global and US-based, for big clients and small clients. You will manage the end-to-end research projects from designing the research instrument to the first pass of data analysis and creating reports that are visually appealing and answer the client’s business questions while working closely with a Director and Research Analyst. Responsibilities • Act as the primary point person for client interactions on most engagements, which may involve daily touchpoints or less regular interactions, bring strong project management skills (time, scope, budget), • Ability to take a project and run it autonomously from a drafted survey to delivering a report ready for client presentation, • Bring strong analytic, communication, storytelling, and visual design skills to bear in creating reports and presenting results to clients and stakeholders, • Be client centric, from understanding client’s business/marketing/brand needs, communicating complex analyses in an easy to digest way, and translating data into actionable insights and clear recommendations, • Execute all aspects of the research process for both tracking and ad-hoc projects with excellence, managing to schedule and budget, writing proposals, designing studies, hypothesizing and analytic planning, synthesizing data and analytics, creating insights and narratives that drive actionable recommendations, and presenting results to client teams, • Proactively support client research needs and goals, contribute innovative ideas and relevant solutions that exceed client expectations upon delivery, • Have broad market research experience and understanding of different methodologies and approaches and how those relate to specific client business needs, • Consistently exceed customer expectations and strengthening relationships to support team revenue growth, • Lead both large-scale and quick-turn projects through collaboration with colleagues Skills and qualifications • 5+ years relevant quantitative custom research experience, client or supplier side, • Bachelor’s Degree required, • Experience managing tracking and ad-hoc studies, • Experience with both B2C and B2B research, • Background or interest in trends research preferred, • Experience/knowledge of research operations (vendor management, data processing, etc.), • Strong visual/aesthetic sensibility to bring to highly designed client deliverables, • Strong client presentation skills, • Strong project management experience required, • Ability to take ownership of projects from start to completion is required, • Highly proficient in the use of Microsoft Word, PowerPoint, Excel and related computer software packages, • Strong attention to detail and enjoys process and procedures

Senior Performance Analyst | New York (Full-Time) This role leads performance measurement, analytics, and reporting across investment portfolios, serving as the internal authority on methodology, composite construction, valuation, and reporting standards. The position partners closely with investment, client, compliance, and operations teams while coordinating with external reviewers. Responsibilities include overseeing daily return calculations at both account and composite levels, resolving discrepancies, and maintaining data integrity across performance systems and benchmarks. The role delivers periodic reporting and evaluates dispersion trends. It also manages composite membership, ensures adherence to industry standards, supports compliant presentations, and coordinates external verification processes. Additional duties include reviewing security valuations, approving pricing exceptions, and contributing to valuation governance. The analyst conducts multi-period attribution to explain performance versus benchmarks and helps develop consistent analytical frameworks, translating results into actionable insights. The role supports client reporting by producing customized materials, responding to inquiries, and assisting with RFPs and presentations. Candidates should have significant experience in investment performance within asset management, strong knowledge of performance standards, and expertise with reporting systems and data tools. Advanced Excel skills are required. Professional certifications (CIPM, CFA), multi-asset experience, and familiarity with automation tools are preferred.

Investment Operations Analyst We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm. This is a contract-to-hire opportunity, paying $19-20/hour within a 40-hour work week. Qualified candidates who are 100% remote will be considered. Responsibilities: • Analyze monthly fixed income portfolio asset reports for client accounts, • Submit daily/monthly asset and cash reconciliations for custodian banks, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly, • Use Bloomberg to research portfolio discrepancies between the firm and the Bank, • Bachelor's degree in Finance or Economics (required), • GPA above 3.0 (required), • 0-1 years experience (internships included), • Financial Services experience (highly preferred), • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables), • Ability to work well in a team environment and also independently, • Demonstrated interest in investment operations, • Excellent communication (written and verbal) and interpersonal skills