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\n • Bachelor's degree in Finance, Commerce, Business Administration, Accounting, or a related discipline.\n, • Typically 15 years of experience in institutional client onboarding, KYC/AML operations, client lifecycle management, account opening, or financial services operations.\n, • Strong experience handling institutional and corporate client onboarding within a bank, investment bank, custodian, asset manager, broker-dealer, or financial services organization.\n, • Demonstrated expertise in complex legal entity structures, beneficial ownership analysis, client due diligence, and regulatory documentation.\n, • Experience working with onboarding platforms, KYC utilities, client reference data systems, workflow tools, and internal account-opening systems.\n, • Proven ability to manage escalations, support quality reviews, mentor team members, and improve operational processes.\n\n Technical Knowledge and Skills \n\n • Institutional client onboarding and account-opening procedures.\n, • KYC, CDD, EDD, AML, sanctions screening, PEP checks, and adverse media review.\n, • Legal entity structures, ownership hierarchies, and UBO identification.\n, • FATCA, CRS, and applicable W-8/W-9 tax documentation.\n, • LEI and relevant institutional client identifiers.\n, • Client agreements, authorized signatories, account mandates, and static data management.\n, • Understanding of relevant regulatory frameworks and jurisdiction-specific onboarding requirements.\n, • Strong analytical skills, attention to detail, risk awareness, and problem-solving ability.\n, • Excellent stakeholder management, written communication, and escalation-handling skills.\n, • Proficiency in Microsoft Excel, reporting tools, and workflow management systems.\n\n Preferred Experience \n\n • Experience in institutional banking, global markets, securities services, custody, fund administration, asset servicing, or investment management.\n, • Exposure to onboarding of hedge funds, private equity funds, mutual funds, pension funds, insurance companies, sovereign wealth funds, and other institutional entities.\n, • Familiarity with institutional onboarding utilities and industry platforms, such as SWIFT, where relevant to the role, and KYC data or document-sharing utilities.\n, • Experience with account opening for multiple jurisdictions and product types.\n, • Knowledge of regulatory frameworks applicable to the relevant markets and client segments.\n, • Relevant certifications or training in AML, KYC, compliance, or financial services operations.\n\n

Woodhull Medical and Mental Health Center is attuned to the healthcare issues that matter to the people of North Brooklyn. Woodhull focuses on preventing disease and promoting healthy lifestyles by reaching out to the community at various convenient locations. At NYC Health + Hospitals, our mission is to deliver high-quality care health services, without exception. Every employee takes a person-centered approach that exemplifies the ICARE values (Integrity, Compassion, Accountability, Respect, and Excellence) through empathic communication and partnerships between all persons. Purpose of Position: Under general supervision of the Deputy Director of Finance, plans, initiates, monitors, directs and coordinates finance programs including areas such as accounts payable, health care setting management and cost reporting systems, payroll, special accounting, internal and external financial reports, data control, affiliation accounting, asset control, cash receipts, cash disbursements, daily investment of idle cash funds, general accounting and capital accounting. Coordinates the efforts of staff members in initiating and completing work assignments within the framework of departmental objectives and priorities to ensure the accurate, timely and systematic flow of documents and reports for the provision of necessary financial services. Acts in compliance with all applicable governmental laws, rules and regulations and other applicable external regulatory requirements and/or guidelines. Essential Duties and Responsibilities: • Reviews and coordinates plans, activities, programs, practices and operations within the department to determine if operational functions are best servicing needs., • Monitors document flow from health care setting financial units for timeliness, completeness and accuracy., • Initiates and implements standard operating procedures and new accounting systems to simplify workload and improve flow of accounting and finance., • Reviews operational procedures in compliance with authorized systems; implements changes necessary to stave off deterioration of their effectiveness and recommends and guides the installation of improved procedures for efficient operation of current health care setting financial systems., • Provides general supervision including the general direction and review of staff personnel, and, • determines critical document flow points and recommends solutions to affect resolution of stoppages or delayed processing., • Engages in the development and maintenance of staff personnel at a level to fulfill operational needs of finance, accounting and systems requirements., • Prepares special studies and analysis relevant to finance and accounting matters., • Develops and maintains a system of reports for the guidance of NYC Health + Hospitals financial management and health care setting controllers in the operation of authorized financial and accounting systems and supervises on a current basis all financial data books, ledgers, records and reports needed to account for and record the results of operations and assets of the System and its subsidiaries., • Participates in staff conferences, attends various meetings with key personnel of other NYC Health +Hospitals offices and outside agencies., • Performs other related duties, as directed. Minimum Qualifications: • Master’s degree from an accredited college or university in Accounting, Finance, Business Administration or a related discipline with an emphasis on accounting and financial systems; and two (2) years of responsible-level experience in fiscal management or administration with an emphasis on financial, • systems, management information and controls, one (1) year of which must have been in a responsible administrative or managerial capacity; or, • 2.Bachelor’s degree from an accredited college or university in disciplines, as listed in “1” above; and three(3)years of experience, as described in “1” above, one (1) year of which must have been in a responsible administrative or managerial capacity. NYC Health and Hospitals offers a competitive benefits package that includes: • Comprehensive Health Benefits for employees hired to work 20+ hrs. per week, • Retirement Savings and Pension Plans, • Paid Holidays and Vacation in accordance with employees' Collectively bargained contracts, • Loan Forgiveness Programs for eligible employees, • College tuition discounts and professional development opportunities, • College Savings Program, • Union Benefits for eligible titles, • Multiple employee discounts programs, • Commuter Benefits Programs

Financial Services Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

About Wall Street Alliance Group Wall Street Alliance Group is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plan sponsors. With over $1.3B in assets under management and a growing client base, we deliver comprehensive financial planning, investment management, and specialized ERISA retirement plan support. We are seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform as we continue to scale. Role Overview The Pension Consultant / QKA will be responsible for providing high-quality retirement plan administration support and ERISA coordination for corporate retirement plan clients. This role is critical in ensuring accurate plan operations, compliance, contribution reconciliation, and strong client service. The ideal candidate has deep experience in qualified plan administration and thrives in a detail-oriented, client-facing, fiduciary environment. Key ResponsibilitiesERISA Plan Administration & Consulting • Support administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable), • Coordinate plan compliance processes including nondiscrimination testing and annual reporting, • Assist plan sponsors with operational questions and ERISA best practices Contribution & Deferral Reconciliation • Oversee payroll contribution tracking and deferral reconciliation, • Coordinate with recordkeepers and payroll providers to resolve discrepancies, • Ensure timely and accurate deposit monitoring Compliance & Reporting • Support preparation and review of Form 5500 filings and related schedules, • Maintain audit-ready documentation for plan operations, • Ensure adherence to DOL and IRS requirements for qualified plans Client & Advisor Support • Serve as primary retirement plan operations contact for plan sponsors, • Support advisors in integrating retirement plans into broader financial planning, • Participate in client meetings as the ERISA subject matter expert Vendor & Recordkeeper Coordination • Liaise with third-party administrators, custodians, and recordkeepers, • Support plan conversions, onboarding, and provider transitions, • Monitor service standards and issue resolution QualificationsRequired • QKA designation (Qualified 401(k) Administrator) or strong path toward completion, • Good Understanding of Defined Benefit Plan, • 3–7+ years of experience in retirement plan administration or ERISA consulting, • Strong knowledge of qualified plan compliance and operations, • Experience with contribution reconciliation and payroll coordination, • Detail-oriented mindset and strong process discipline Preferred • Experience with Form 5500 preparation and plan testing, • Familiarity with recordkeeping platforms (Empower, Fidelity, Vanguard, Principal, etc.), • Background working with RIAs, retirement consulting firms, or TPAs, • QKA or other advanced credentials a plus, • Experience with working with Financial Advisor to reconcile data from pooled account, • Experience with platform such as NFS, Schwab to pull 401k data Compensation • Total Compensation: $110,000 – $140,000 Compensation will depend on experience, credentials, and leadership potential. Why Join Wall Street Alliance Group • Growing boutique wealth management firm with institutional-quality standards, • Retirement plan services are a strategic growth pillar, • Collaborative, high-performance environment, • Opportunity to expand ERISA platform and take ownership of key client relationships, • Long-term career growth potential within the firm

Summary of Responsibilities The Global Institutional Business (GIB) Summer Analyst will join BBVA’s Corporate & Investment Banking division as a member of the Global Institutional Business Client Coverage team. The internship is designed to provide high-performing students with hands-on exposure to institutional client coverage, financial and credit analysis, financial markets and transaction execution within a global financial institution. Summer Analysts will work alongside Junior Bankers (Analysts and Associates) and Senior Bankers (Vice Presidents, Executive Directors and Managing Directors) across different clients, sectors and assignments, gaining exposure to the full range of activities performed by a Global Banker. The GIB Client Coverage team covers five institutional sectors: Banks, Insurance, Wealth & Asset Management (including Asset Managers, Hedge Funds and Pension Funds), Public Sector, and Financial Sponsors. The program is designed to provide broad-based experience across these sectors and exposure to different institutional business models, financial profiles and banking needs. Summer Analysts will support client and sector analysis, preparation of client materials, financial and credit analysis, market-related analysis, transaction workstreams and internal processes, while interacting with Product, Risk and other teams across BBVA’s international network. The internship is intended for students entering their final year of undergraduate studies. High-performing Summer Analysts may be considered for a full-time Analyst position following graduation. Major/Essential Job Duties Client Coverage and Deal Execution ● Support Junior and Senior Bankers in preparing for client meetings, including client and sector research, presentations, background materials and briefing notes. ● Assist with the preparation of pitch materials and analysis supporting potential financing, capital markets, transaction banking and other product opportunities. ● Support live transaction and client-related workstreams, including preparation and coordination of materials, documentation and follow-up items. ● Conduct research on existing and prospective clients to support relationship development and identification of potential business opportunities. Financial, Credit, Market and Sector Analysis ● Analyze client financial performance, business models and relevant financial and credit metrics under the guidance of more experienced bankers. ● Support financial and credit analysis tailored to the characteristics of different institutional client segments, including Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors. ● Conduct client, sector and market research using financial statements, public filings, market data and internal resources. ● Develop an understanding of the financial and market drivers relevant to different institutional clients, including capital, liquidity and funding considerations, investment and fundraising activity, portfolio developments and broader market conditions. ● Monitor relevant financial markets and sector developments and assess their potential implications for clients and business opportunities. ● Assist in the preparation of credit submissions and materials for internal credit and transaction approval processes. ● Support quantitative analysis, financial modelling and transaction analysis where relevant to the client or assignment. Client and Product Coordination ● Develop an understanding of clients’ business models, strategic priorities, financial profiles and existing relationships with BBVA. ● Support coordination with Product teams to identify potential banking solutions and business opportunities aligned with client needs. ● Work with Risk and other internal stakeholders to gather information and support credit and transaction processes. ● Gain exposure to how Global Bankers connect client strategy, financial analysis, market developments and BBVA’s product capabilities to identify actionable business opportunities. Internal Coordination and Teamwork ● Work collaboratively with Junior and Senior Bankers across different client assignments and institutional sectors. ● Coordinate with Product teams, Risk and other internal stakeholders to gather information and support client deliverables and transaction execution. ● Participate in internal discussions and meetings to develop an understanding of how client opportunities are evaluated and executed across the bank. ● Actively seek guidance and feedback and incorporate it into subsequent work. Information Management and Reporting ● Support the maintenance of client, pipeline and profitability information in internal systems. ● Assist with client, sector and market monitoring relevant to the relationships being covered. ● Support account planning and other internal client and business reporting activities. ● Ensure that information used in analysis and client materials is accurate, appropriately sourced and consistently presented. Level of Complexity and Development ● The Summer Analyst role is designed as an intensive learning experience combining technical development, exposure to client coverage, financial markets and participation in real assignments. ● Summer Analysts are not expected to arrive with the knowledge of a full-time Analyst. However, they are expected to demonstrate strong analytical ability, intellectual curiosity, attention to detail and the capacity to learn quickly. ● As the internship progresses, Summer Analysts will be expected to take increasing ownership of assigned tasks, anticipate next steps and contribute more independently to team deliverables. ● The internship provides exposure across sectors and assignments with the objective of developing broad and transferable banking skills before progressively developing deeper sector expertise as bankers advance in their careers. Scope of Duties Summer Analysts will operate as part of the Global Institutional Business junior banker team and will have the opportunity to work with different Junior and Senior Bankers throughout the internship. The program is designed to provide broad exposure across Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, allowing interns to experience different clients, business models, types of assignments and working styles. Summer Analysts are expected to approach all assignments with the same level of commitment and professionalism, whether supporting day-to-day client coverage, financial and credit analysis, market analysis, a live transaction, an internal process or a one-off pitch. The objective of the internship is to build a strong foundation across the technical, analytical, commercial and professional capabilities required of a Global Banker. At the junior level, the priority is to develop broad and transferable capabilities across sectors. As bankers progress in seniority, they are expected to develop deeper sector knowledge and increasingly specialize, with sector specialization becoming established at the Vice President level. Skills, Knowledge, and Abilities/Competencies Technical Skills ● Currently pursuing a Bachelor’s degree, with expected graduation in 2028. ● Strong academic performance and demonstrated interest in finance, economics, accounting, business or related fields. ● Foundational understanding of accounting, financial statements, corporate finance, credit fundamentals and financial markets. ● Strong quantitative and analytical skills, with an interest in developing financial, credit and market analysis capabilities. ● Interest in understanding different institutional business models and the financial and market drivers affecting Banks, Insurance companies, Asset Managers, Hedge Funds, Pension Funds, Public Sector entities and Financial Sponsors. ● Proficiency in Excel and PowerPoint, with willingness and ability to learn additional financial, market-data and AI-enabled tools. ● Strong interest in financial markets, client strategy and the broader economic environment. ● Fluency in English required; Spanish and other languages are a plus. Performance Skills ● Strong intellectual curiosity and willingness to learn. ● High attention to detail and commitment to producing accurate, high-quality work. ● Strong work ethic, reliability and ability to meet deadlines. ● Proactive mindset and willingness to take initiative rather than waiting to be directed at every stage of an assignment. ● Strong interpersonal and communication skills, with the ability to build effective working relationships across different levels of seniority. ● Strong team player with a collaborative mindset, flexibility and willingness to support others, contributing positively to the team’s collaborative culture. ● Ability to manage multiple assignments and priorities in a fast-paced environment and communicate early when capacity or timing conflicts arise. ● Openness to feedback and ability to incorporate guidance into future work. ● Interest in working within an international organization and collaborating across cultures, geographies and teams. Team Structure and Development Summer Analysts will work across different Junior Bankers, Senior Bankers, clients, sectors and assignments throughout the internship, providing broad exposure to the Global Institutional Business platform. The program is intentionally designed to provide broad exposure at an early stage of the banker’s career. Interns will be encouraged to learn from different team members, ask questions, understand the broader purpose behind their assignments and remain engaged in the outcome of the work they support. Through exposure to Banks, Insurance, Wealth & Asset Management, Public Sector and Financial Sponsors, Summer Analysts will begin developing an understanding of how client business models, financial and credit considerations, market dynamics and relevant banking opportunities differ across institutional sectors. As bankers progress in their careers, this broad foundation is expected to evolve into deeper sector expertise and increasing specialization, with the objective of developing strong client and industry knowledge within a specific institutional sector by the Vice President level. The internship is also an opportunity for BBVA and the Summer Analyst to assess long-term fit. Strong performance across technical skills, execution, judgement, collaboration, communication and overall contribution to the team may lead to consideration for a full-time Analyst position following graduation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected hourly rate is $35/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation And Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: _., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA’s main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory The role reports to the Head of Hedge Funds and Asset Management Coverage in North America. Position Overview We are seeking a high-caliber Relationship Manager to drive growth and manage a sophisticated portfolio of Hedge Fund clients. You will serve as the primary point of contact and strategic advisor, bridging the gap between our firm’s capabilities and the evolving needs of institutional investors. In addition to driving business growth and managing key client relationships, the individual will serve as the primary back-up and senior deputy ot the Head of Asset Managers and Hedge Funds, North America. The ideal candidate is a proactive "connector" who thrives in the C-suite environment and possesses the technical fluency to articulate complex business opportunities that drive alpha for our clients and revenue for the firm. This is an exceptional opportunity for a strong banking professional with dep product knowledge and a robust Credit Risk background to step into a leadership-track role with significant executive exposure. Key Responsibilities • Strategic Advisory: Act as the lead relationship contact for a designated portfolio of Tier-1 and Tier-2 Hedge Fund Managers, maintaining deep engagement with C-suite executives and key decision-makers., • Business Development: Identify, articulate, and execute on high-value business opportunities, including cross-selling products and services tailored to hedge fund managers lifecycle., • Portfolio Growth: Develop and implement multi-year account plans that align our firm's strategic goals with the client’s investment objectives., • Market Intelligence: Stay ahead of industry trends, regulatory changes, and competitive shifts to provide proactive insights to clients. Qualifications & Requirements • Experience: 7 to 12 years of proven experience in Relationship Management, Institutional Sales, or Investment Banking, specifically within the Hedge Fund Manager vertical., • Executive Presence: A demonstrated track record of building and sustaining relationships with C-Suite leaders (CIOs, COOs, Heads of Distribution, Treasurer, Counterparty Relationship Manager)., • Communication: Exceptional ability to articulate complex financial strategies and business opportunities clearly and persuasively., • Analytical Rigor: Strong understanding of the institutional investment landscape, fund structures, and market dynamics., • SIE, 7, 63, 79 Licenses Preferred "Plus" Skills • Credit Risk Expertise: A background in Credit Risk Management is highly desirable. Candidates who can navigate credit appetite and risk frameworks while managing the commercial relationship will have a distinct advantage., • Multilingual Capabilities: Fluency in Spanish is considered a significant added value for managing our growing LATAM or Iberian business interests. Why Join Us? • Opportunity to work with the industry’s most influential institutional players., • A collaborative environment that values entrepreneurial thinking and technical expertise., • Competitive compensation package and comprehensive benefits. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $190,000 to $230,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Launch Your Career in Investment Banking, Hedge Funds, Private Equity, Investor Relations & Global Capital Strategy Investor Relations Internship – Based in Manhattan and Part of Global Hedge Fund Platform in New York, Connecticut, London, Zurich and Stockholm via International Institutional Affiliates Britannica Capital and Swiss Finance Are you a driven, globally minded student (bachelor or master) or recent graduate with ambitions in hedge funds, trading, investment banking, or institutional sales? Do you want hands-on exposure to how real capital is raised, structured, and allocated across borders? This internship is a career launchpad into investment management investor relations and allocator strategy, offering rare visibility into how elite funds engage with institutions, family offices, and HNW investors. We are an international hedge fund with a global macro and volatility edge, and an affiliate of Swiss Finance, a respected financial institution with presence in Zurich, London, New York, and Stockholm. Join a high-performance, elite investment team of a Quant Investment Fund where excellence isn’t a buzzword - it’s the baseline. We're searching for rare talent ready to dive into real strategy, real outreach, and real impact from day one. About the Company: With decades of experience in investment management, we are now offering driven individuals the opportunity to gain first-hand exposure to how capital is allocated in the real world—beyond the academic setting. Ideal for candidates with experience in, or interested in investment banking, private equity, or hedge funds. About the Internship: This is a rare opportunity to work directly with senior management in a real hedge fund environment. You’ll gain exposure to the capital raising process from institutional investors, family offices, and high-net-worth individuals. Interns will interact with industry-standard and cutting-edge tools and learn the mindset and mechanics behind how allocators think, assess, and deploy capital. Responsibilities: • Research, call and map capital allocators: family offices, institutional investors, pension funds, and more, • Reach out to HNW, FO, I.I. allocators to qualify, exchange documents, set meetings, • Assist in developing outreach strategies, investor communications, and presentation materials, • Potential to conduct direct outreach (email/phone) and build rapport with allocators on behalf of the fund, • Analyze investor profiles using professional databases, • Support meetings and participate in follow-up workflows, • Conduct ongoing research and reporting on investor trends and capital flows, • Lead generation strategies We Are Looking for Candidates Who: • Finance, economics, or investments (students or graduates), • Have a deep interest in asset management, hedge funds, and macroeconomic dynamics, • Are self-driven, structured, and detail-oriented, • Thrive in a fast-paced, high-performance environment, • Are proactive, persistent, and elegant in following up with prospects across channels (email, phone, social media) What You Will Gain: • Practical understanding of capital raising and allocator psychology within the hedge fund space, • Insight into investor pitches, due diligence processes, and fund communications, • Hands-on experience with CRM systems, outreach workflows, and AI-based research tools, • Resume-building credentials for future roles in investment banking, private equity, or asset management Internship Details: • On-site or hybrid., • Full time., • This is highly selective - tailored for those ready to step beyond the academic and into the world of real capital allocation., • The internship has a significant training and professional development component, therefore it is unpaid.

About Us IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We believe healthy returns depend on healthy economic, environmental and social systems - and these are evolving on a scale never experienced before. To find opportunity, build value and meet the needs of future generations, you need scale, skill and expertise. That’s what IFM Investors has built up over 30 years. With assets under management of approximately $291.1 AUD billion (at 30 June 2026), we prioritise the interests of over 883 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia. The Opportunity At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team. Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. Our hybrid and flexible approach can vary by team and role, it is built around trust. We encourage our people to manage their work life rhythm in a way that works best for them and their teams. Business Overview Our Operations, Data & Technology team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: • Transaction Management & Support, • Investment Operations & Client Service, • Investment Risk & Execution Oversight, • Business Transformation, • Investment Accounting & Tax Services, • Implementation, • Information Technology The Role The Senior Security Analyst will contribute to the successful delivery of information security services, including monitoring, diagnosing and resolving security events and incidents. The role provides technical expertise in recommending, developing, implementing and monitoring enterprise-wide information security policies and procedures, researching solutions to information security issues, and promoting information security awareness. Key Responsibilities • Strategic Planning- Understand the IFM Investors’ Business Plan. Business Performance • Understand IFM Investors’ long term revenue and profitability by understanding the metrics and targets., • Understand and contribute to other business plan targets. User Support • Provide support, including troubleshooting system failures, pre-emptively identifying and resolving issues, and delivering user training., • Perform administration tasks that enable business groups within IFM to carry out day-to-day activities., • Manage vendors to support timely resolution of requests and problems. Stakeholder Management • Engage effectively with IFM users to understand reported issues and received requests and deliver the appropriate solution or service., • Liaise with IT Managers, Team Leaders and colleagues regarding potential problems., • Liaise with external software vendors and service providers to resolve issues as appropriate. Policy and Process Management • Comply with all policies and delegations applicable to the activities and decisions required in this role. Functional Analysis • Continually monitor networks, servers, endpoints and cloud applications., • Provide cyber security subject matter expertise to internal and external stakeholders., • Conduct vulnerability assessments, security audits and reviews., • Analyse trends in operational incidents and raise problem tickets to address underlying causes., • Proactively identify areas of risk, investigate root causes and propose mitigation strategies., • Automate, improve and innovate cyber security activities. Performance Measures • Delivery of specific team and individual goals, change requests and incident resolutions., • Feedback from IFM business users, application business owners and IT colleagues on the effectiveness of cyber awareness and services., • Assessment by the Associate Director Information Security of overall performance outcomes described in the annual Performance Plan., • Contribution to the achievement of IFM Investors’ Five Year Strategic Goals. Your Background and Experience Experience • Experience in Investment Management or a related area., • 10+ years’ experience providing IT operational support or in a related area., • A mix of hands on technical and risk element experience Qualifications • Tertiary qualifications in IT or a related discipline., • Preferably 10+ years’ IT experience, with strong experience in information security principles and concepts, particularly at a technical level., • Strong background in Microsoft desktop/server, Microsoft Azure and cloud technologies, security, and networking technologies., • Knowledge of security frameworks, standards and controls, such as NIST and Essential Eight., • Exposure to developing information security policies and governance frameworks., • Exposure to IT security operations in a large or complex organisation., • In-depth experience or understanding of IT security tools and controls. Business Knowledge • Preferably an IT degree with exposure to cyber security processes and procedures., • Demonstrated experience within an information systems environment., • Knowledge of risk analysis, application and system software, including security software and hardware, and related capabilities and performance characteristics., • Understanding of technical security safeguards and the principles, theories, techniques, practices, policies and procedures of information security., • Knowledge of data communications and the concepts, theories and practices of advanced technologies., • Strong written, oral and presentation skills., • Demonstrated analytical, problem-solving and interpersonal skills., • Proven experience with troubleshooting principles, methodologies and issue-resolution techniques., • Confident engaging directly with users and vendors., • Works effectively under time pressure to resolve issues., • Stakeholder engagement and management., • Procedure documentation and training. Technical Knowledge • Understanding of cyber security identification, prevention, detection, response, recovery and mitigation., • Understanding of risk management frameworks., • Excellent knowledge of Microsoft operating systems and applications in relation to best practice hardening and security configuration., • Security knowledge across firewalls, web, email and endpoint protection., • Knowledge of identity management tooling, information protection tools, data loss prevention technologies and cloud security posture management. The anticipated base salary range for this position is listed below. Exact compensation amount may vary and will be determined by several components including but not limited to the individual’s experience, skills and qualifications. Total compensation for this role includes eligibility for a discretionary performance-based bonus. $174,000-$220,000 USD IFM also offers robust benefits offerings which include but is not limited to Comprehensive Medical, Dental and Vision plans (significant employer subsidy), 401(k) program with company match; Flexible Savings Accounts (FSA), Life Insurance, Long-Term Disability (LTD) and Short-Term Disability (STD) Insurance; Employee Assistance Program (EAP), Commuter Benefits and Headspace subscription. Ready to invest in what matters? With IFM, that includes your own career. Visit ifminvestors.com/careers to find out more. IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process. Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com

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

Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Training & Development Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. Responsibilities: • New Business Development: establishing relationships with new clients through leads, referrals, and calls, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services, • Delivery of customized financial plans to help clients achieve their financial goals, • Day-to-day client relationship management Required Qualifications: • Bachelor’s degree, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.), • Excellent communication and interpersonal skills, • Must live in the Tri-State Area (commutable to Midtown Manhattan office), • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Compensation & Benefits: • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales., • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Up to $2,000 in training stipends, • Renewable income beginning in second year, • Bonus programs & expense allowances., • Support for insurance licensing (Life, Accident, & Health license), • Support for SIE, Series 6, Series 63 registrations, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Who We Are Managed Funds Association (MFA), based in Washington, D.C., New York City, Brussels, and London, represents the global alternative asset management industry. MFA’s mission is to advance the ability of alternative asset managers to raise capital, invest it, and generate returns for their beneficiaries. MFA advocates on behalf of its membership and convenes stakeholders to address global regulatory, operational, and business issues. MFA has more than 180 fund manager members, including traditional hedge funds, private credit funds, and hybrid funds, that employ a diverse set of investment strategies. Member firms help pension plans, university endowments, charitable foundations, and other institutional investors diversify their investments, manage risk, and generate attractive returns throughout the economic cycle. Who You Are The Senior Associate, Sponsorship & Conferences supports the planning and execution of MFA’s conference portfolio (10+ annually). This role contributes to end-to-end event operations, including registration management, member engagement, vendor coordination, and onsite execution, while ensuring data integrity and a high-quality attendee experience. What You'll Do Essential Responsibilities: Conference Operations & Execution • Support end-to-end execution of conferences, including pre-event planning and onsite management, • Monitor and manage conference registration platforms, serving as a primary point of contact for attendee inquiries, • Assist with logistics for sponsor benefits at conferences—including print and digital collateral, marketing materials, and activations—and support the conference team in executing onsite and digital sponsorship deliverables Data Management & Reporting • Maintain accurate conference and attendee data across systems, • Pull and analyze reports (registration, committee/forum participation, attendee lists), • Manage CLE requirements related to conference programming: collateral collection, submissions and deployment Member Engagement & Communications • Collaborate with Association leadership on membership initiatives and outreach tied to conferences, • Partner with programming and content teams to develop and deploy event communications and invitations (Higher Logic), • Support programming team with member research call scheduling and set up, • Manage speaker onboarding by collecting, organizing, and maintaining key speaker assets (bios, headshots, titles), ensuring all materials are accurately tracked and readily accessible to support marketing, communications, and cross-functional team needs Marketing & Promotion • Coordinate with design and digital vendors to produce promotional materials and collateral Vendor & Logistics Management • Support sourcing and management of event vendors, including coordination of timelines and deliverables, • Assist in managing event logistics, production schedules, and execution Budgeting & Financial Oversight • Support accounts receivable (AR) related to conference registration and overall budget tracking Additional Support • Perform other duties as assigned What You Bring • Bachelor’s degree preferred in hospitality, marketing, communications, business, or a related field, • 4 years or more of experience in events, programming, marketing, investor relations, or communications; financial services experience preferred, • Experience supporting event programming and working with event registration systems and CRM platforms, • Strong understanding of the financial services ecosystem (investors, fund managers, consultants) is a plus, • Excellent organizational, time management, and multitasking skills with strong attention to detail, • Strong interpersonal, client service, and communication skills (written and verbal), • Proactive, solutions-oriented mindset and high level of professionalism and accountability, • Collaborative team player that values being a good teammate, communicator, and partner to MFA members., • Ability to manage multiple priorities in a fast-paced environment, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Copilot) and familiarity with modern communication channels (e.g., social media, digital platforms), • Occasional domestic business travel is required. What We Offer • Hybrid Tuesday, Wednesday, Thursday in office, • Lunch every Thursday, • Office Snacks, • Paid subscription to LinkedIn Learning, • Up to two annual staff gatherings (Spring offsite and holiday party), • Values driven culture, • Remote August, • 22 annual days of Paid Time Off (PTO), and currently 11 paid holidays, • Medical Plan, Prescription Drug Card, Dental Plan, Vision Insurance, Life Insurance, Short and Long-Term Disability, Flexible Spending Accounts, Employee Assistance Program, • More!! Salary Range: $90,000-$100,000 per year

Company Description ThinkEquity is a boutique investment bank created by experienced professionals who have worked together for over two decades. The team has collectively financed over $50 billion of public and private capital raises, restructurings, and mergers and acquisitions. The ThinkEquity model is built around the client’s needs, no matter how complicated or around the clock attention is required, and to identify solutions that help them to create value for their investors. Role Description We are seeking a full-time, on-site Institutional Equity Sales professional (Series 7 licensed) for our New York, NY office. The successful candidate will be responsible for: • Identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices), • Marketing the firm’s equity transactions, • Offering corporate access to investors, • Booking and managing deal and non-deal roadshows in the US and overseas This role requires strong collaboration with the team to meet sales targets and deliver exceptional client service. Compensation: Base salary of $34,000 plus monthly commissions. Qualifications • Excellent communication and interpersonal skills, • Series 7 license required, • Ability to work on-site in New York, NY, • Bachelor’s degree, • Prior sales or relevant experience is a plus

FIRST YEAR ANALYST TO START JUNE 2027 Howden Capital Markets & Advisory Overview Howden Capital Markets & Advisory (“HCMA”) is an elite boutique investment banking practice focused exclusively on serving the global insurance industry. HCMA is the investment banking arm of the Howden Group, one of the largest and fastest-growing broking and advisory businesses serving the global insurance industry. Our team works on some of the industry’s most complex and innovative transactions. As part of HCMA, you’ll have the opportunity to advise clients on mergers & acquisitions, equity, debt, and structured financings, new entity formations, insurance-linked securitizations, and other critical strategic initiatives. Through regular interaction with professionals throughout the Howden Group, you will also get exposure to many of the industry’s leading minds and gain valuable perspectives and insight on the trends that are driving the global P&C industry forward. We serve the full spectrum of clients in the global P&C insurance value chain, from distributors, managing general agents, insurance carriers, reinsurers, insurtechs, and other service providers, as well as a diverse range of industry investors including private equity sponsors, credit specialists, asset managers, pension funds, family offices, insurance-linked securities funds, and other institutions. As an Analyst, you will have the opportunity to: • Participate in the origination and execution of M&A, equity, debt and ILS transactions;, • Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance;, • Preparation of company valuations using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables;, • Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions;, • Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation;, • Participate in all stages of transaction executions, from the pitch phase through closing Qualifications: • Bachelor's Degree in finance or related field required with a minimum undergraduate GPA of 3.5;, • Prior internship in investment banking, transactional valuation, advisory or corporate development ;, • Demonstrated academic achievement and excellence outside of academics;, • Excellent written and verbal skills;, • Ability to work independently and as part of a team;, • Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines;, • Ability to multi-task with strong attention to detail;, • Demonstrated leadership abilities;, • Solid interest in the financial sector;, • Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must;, • Legally authorized to work in the United States. The expected base salary for this role is $105,000. The base salary range is based on level and is only part of the overall compensation package, which includes discretionary bonus and competitive benefits.

Lead the strategy (and its execution) to provide and distribute ad-hoc product solutions to BBVA institutional clients (Insurance, Asset Managers, Pension Funds...) in the region under his/her responsibility. Establish client relationships, providing them with ad-hoc GM products recommendations to satisfy their hedging and/ or investment needs. Description ● Collaborate with the Global Sales Manager in defining/implementing the commercial strategy for the Institutional Solutions business and setting the unit business plan & budget taking into account the market drivers and investors’ appetite ● Generate recurrent income to meet revenues targets that are set each year in the Global Sales unit and Global Sales & Structuring overall budget ● Lead and promote the distribution among institutional clients of ad-hoc solutions ● Interacting permanently with clients & identifying new business opportunities ● Lead the team coordination, delegating tasks amongst the team. Follow up and supervision of all ongoing commercial activity ● Drive the origination of commercial opportunities with institutional clients, managing a specific client portfolio ● Encourage the coordination and strategic alignment with other GM/CIB areas to reinforce BBVA GM product trading and structured product development capabilities ● Drive the interaction with Risk unit for negotiating approvals ● Track the unit activity monitoring main activity indicators. Follow up the operations’ pipeline and the budget compliance ● Lead a key role in promoting the bank's positioning a key player in the market in the region ● Lead the coordination with Policies & Procedures CIB for the definition and update of the Institutional Solutions Sales operating procedures and with IC CIB for monitoring the compliance with the established operative framework ● Ensure that the unit activity complies with internal & external operational policies, procedures and regulatory requirements ● Introduce the unit activity with institutional clients both to internal and external clients ● Manage all staffing issues for the unit together with the Sales Manager and TC CIB ● Report to the in-line Sales Manager on a periodic and ad-hoc basis about main unit activity Qualification ● 12+yrs of experience ● Bachelors degree required ● Series 24, 7, 63, 79 are required All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $300,000 to $400,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Employer Summary: Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Vice President of Accounting is responsible for all aspects of compliance, reporting, and monitoring for Octagon’s growing Investment Funds platform. We are looking for a professional with 10+ years of experience at an investment adviser or related financial services firm. Working knowledge and experience with Collateralized Loan Obligation (“CLO”) accounting is a plus. The position will work independently, and in conjunction, with members of the Accounting Team and report to a Managing Director while taking on an integral role in helping to manage and contribute to Octagon’s success. Essential Duties and Responsibilities: • Analyze Fund/Separately Managed Accounts (“SMA”) governing documents and ensure proper set up of reporting and structures, • Work with custodians and administrators to reconcile data and investigate discrepancies, • Prepare and review management and incentive fee calculations for assigned Funds/SMAs, • Review and sign off on monthly NAVs for assigned Funds, • Work with Investor Relations department to prepare investor reporting packages (monthly/ quarterly), • Manage and coordinate annual Financial Reporting and audits for assigned Funds, • Manage, coordinate, and review annual Tax Reporting for assigned Funds, including investor K-1s, • Answer questions pertaining to Fund information and performance to both internal and external stakeholders, • Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • Bachelor’s degree with 10+ years of relevant experience with Investment Funds Reporting, • Understanding of CLO mechanics and documentation a plus, • Working knowledge of WSO software platform a plus, • Strong proficiency in Microsoft Excel and Word, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations, • Highly motivated, proactive team player with a positive attitude, • Outstanding reputation of professional integrity and maturity, • Ability to clearly articulate views and supporting data Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA’s main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry. Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory. Position Overview We are seeking a high-caliber Relationship Manager to drive growth and manage a sophisticated portfolio of Asset Management clients. You will serve as the primary point of contact and strategic advisor, bridging the gap between our firm’s capabilities and the evolving needs of institutional investors. The ideal candidate is a proactive "connector" who thrives in the C-suite environment and possesses the technical fluency to articulate complex business opportunities that drive alpha for our clients and revenue for the firm. Key Responsibilities • Strategic Advisory: Act as the lead relationship contact for a designated portfolio of Tier-1 and Tier-2 asset managers, maintaining deep engagement with C-suite executives and key decision-makers., • Business Development: Identify, articulate, and execute on high-value business opportunities, including cross-selling products and services tailored to the asset management lifecycle., • Portfolio Growth: Develop and implement multi-year account plans that align our firm's strategic goals with the client’s investment objectives., • Market Intelligence: Stay ahead of industry trends, regulatory changes, and competitive shifts to provide proactive insights to clients. Qualifications & Requirements • Experience: 7 to 12 years of proven experience in Relationship Management, Institutional Sales, or Investment Banking, specifically within the Asset Management vertical., • Executive Presence: A demonstrated track record of building and sustaining relationships with C-Suite leaders (CIOs, COOs, Heads of Distribution, Treasurer, Counterparty Relationship Manager)., • Communication: Exceptional ability to articulate complex financial strategies and business opportunities clearly and persuasively., • Analytical Rigor: Strong understanding of the institutional investment landscape, fund structures, and market dynamics., • 7, 63, 79 Licenses Preferred "Plus" Skills • Credit Risk Expertise: A background in Credit Risk Management is highly desirable. Candidates who can navigate credit appetite and risk frameworks while managing the commercial relationship will have a distinct advantage., • Multilingual Capabilities: Fluency in Spanish is considered a significant added value for managing our growing LATAM or Iberian business interests. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $200,000 to $260,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. Job Description Ridgepost Capital is seeking a Vice President to focus on new business development. This individual will be responsible for capital formation, business development, and product development across the entire RPC platform, with a particular emphasis on expanding relationships within the insurance channel. The ideal candidate will have a proven track record and strong relationships across the insurance landscape. He or she will develop and maintain relationships with institutional investors globally for RPC and its investment strategies. The new addition to the team will be expected to help develop RPC’s capital-raising strategies as well as establish and maintain relationships with institutional investors and/or their managers, advisors, or consultants, with the intent of attracting and measurably increasing assets under management. This employee will be a key member of the Global Client Solutions (GCS) team and will be integrated within overall capital raising efforts. This individual is expected to take a lead relationship management role with clients and function as the primary liaison between investors (both current and prospective) across RPC and its underlying investment strategies. Primary Roles & Responsibilities • Raise meaningful capital from new investors, • Establish dialogue with investors. Drive fundraising scheduling and initial meetings, and facilitate detailed diligence follow up meetings, • Create connectivity with new and existing investors and define the various investor outreach processes necessary for successful capital raising and investor relations for all P10 strategies, • Understand the particular investment needs of RPC's investors. Effectively maintain and service existing investors, • Increase investor recognition of RPC overall and contribute to RPC's credibility and brand positioning in the market, including marketing and content creation, • New product launches: contribute to business development initiatives and assist with strategic planning for new Fund launches (including strategic accounts and SMAs), production of presentation materials, private placement memoranda, and handling investor due diligence, • Product knowledge: become an expert on RPC’s product offerings and capabilities, • Team player: contribute to a collegial, team-oriented work environment Job Requirements Ridgepost Capital seeks to hire individuals who are highly motivated, have sound judgment, and have demonstrated excellence in prior endeavors. In addition to strong analytical and time management skills, the successful candidate must have: • Minimum 6+ years of relevant experience in sales, marketing and/or capital raising, • Ideally inclusive of work experience in alternatives, with a focus on private equity, private credit, and/or venture capital strategies, • Proven track record of initiating, building, converting, and maintaining high-quality, institutional LP relationships at senior levels, • Prior experience working with the institutional investor community including corporate and state pension funds; endowments; foundations; consultants; sovereign wealth funds; insurance companies; fund of funds; along with wirehouses, RIAs, family offices, and high net worth investors, • Strategic and nimble thinker with analytical aptitude and business acumen; flexible and able to deal with ambiguity and predict the needs of investors, • Effective at leading, influencing and communicating with all levels internally and externally, • Superior verbal and written communicator who can effectively toggle from teamwork to independent execution, • Committed to intellectual honesty, integrity, and adherence to the highest ethical standards; trustworthy, adaptable, resilient, and transparent, • Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by RPC in its sole discretion. Expected annual base salary range: $200,000+ **You may be required to obtain certain securities licenses if you are in a client-facing role and/or if you are engaged in the following: • Attending client meetings where you are discussing Ridgepost Capital products and/or and client questions, • Marketing Ridgepost Capital products to new or existing clients, • Structuring or creating Ridgepost Capital Funds/products, • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Ridgepost Capital is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Ridgepost Capital are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) Ridgepost Capital will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or ktarpey@ridgepostcapital.com.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

WHO WE ARE Crossmedia is the global media independent. We’re committed to doing media and business the right way, guided by the principles of TRUST, REASON and the Pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The Pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues’ professional & personal wellbeing and growth. It’s why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age’s Best Places to Work for the past seven years in a row. We have offices in NY, Philadelphia, London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, American Cancer Society, Ricola, Herschend Family Entertainment, Zalando, Edible Arrangements, Citizens Bank, and more YOUR ROLE We’re looking for a bright Assistant Buyer, Media Investment to help manage day-to-day responsibilities of paid media campaign management. A naturally curious mind, resourcefulness, a love for numbers and a passion for advertising are a must. The Assistant Buyer supports the execution, maintenance, and reporting of media buys across traditional and digital channels. This is an entry-level role designed for a motivated, detail-oriented individual looking to build foundational experience in media planning and buying. You’ll work closely with internal teams, vendors, and media partners to ensure campaigns are executed accurately and efficiently, while learning about pricing strategy, media performance, and client servicing. KEY RESPONSIBILITIES: Campaign Execution & Support • Assist in the preparation of media authorizations and insertion orders to activate buys, • Enter campaign data and maintain accurate records across internal systems (e.g., OneStrata, Investment Trackers), • Help manage timelines and deliverables, ensuring vendors receive specs and assets on time, • Monitor campaign pacing and delivery, flagging any under- or over-delivery to the team Reporting & Optimization • Compile weekly and monthly campaign performance reports, pulling data from media partners, platforms, and internal dashboards, • Analyze delivery vs. planned metrics and assist in optimization recommendations, • Help create and update post-buy analyses for client presentations Financial & Administrative Support • Track billing and work with finance teams to resolve discrepancies or reconcile vendor invoices, • Maintain budget trackers and assist in updating actuals vs. planned spend, • Organize documentation including contracts, screenshots, and proof of performance Vendor & Partner Collaboration • Communicate directly with vendors to confirm buys, gather reporting data, and resolve execution issues, • Attend vendor meetings and take notes to assist the broader team in evaluating new opportunities Internal Collaboration & Learning • Attend and note take during team meetings, client briefings, and status calls as appropriate, • Participate in training sessions to deepen knowledge of media buying systems, analytics tools, and the media landscape, • Stay informed on media industry trends, competitive campaigns, and emerging platforms REQUIREMENTS: • Bachelor’s in Advertising, Marketing or related field, • A very high proficiency with Microsoft Office Suite tools, and especially be a wiz with Excel, PowerPoint and Outlook, • Strong attention to detail and highly organized, • Must have a love for numbers and a high numerical aptitude, • Excellent communication skills, • Eagerness to learn and adaptability, • A strong interest and knowledge in Media Buying and Planning, • Previous marketing, advertising or media agency experience are a plus. Please note this role requires a candidate with proximity to our NY office. We offer a hybrid work setting with employees working onsite and from home. Assistants are in the office an average of 2-3 days a week for training, collaboration, and overall learning. Salary is $47-$50k (overtime eligible). Commensurate with experience. Compensation is determined on the skills, qualifications, certifications, tenure in the industry, and experience of the applicant along with the requirements of the position. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation.

Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently looking to add 2–3 highly motivated individuals to our team at The Tri-Harbor Financial Group in NYC. Whether you're an experienced professional seeking a new challenge or a successful career changer looking for greater ownership over your future, we'd love to connect. This opportunity is designed for individuals with a strong work ethic, an entrepreneurial mindset, and a genuine desire to help others while building a rewarding and meaningful career. You'll work directly with Andrew Feigenbaum as your Director and Mentor, receiving hands-on coaching, training, and support as you develop your practice and grow professionally. If you're driven, coachable, and excited by the opportunity to build a successful business while making a positive impact in people's lives, we encourage you to apply. As a Financial Advisor, you will develop new client relationships and provide ongoing guidance to individuals, families, and businesses through a diverse portfolio of financial solutions, including financial planning, investment management, insurance, and wealth management services for high-net-worth clients. As the primary point of contact for your clients, you will have access to an experienced team of financial and investment specialists, as well as dedicated office support, to help deliver exceptional service and customized financial solutions. Training & Development No prior financial services experience is required. Many of our most successful advisors came from careers outside of financial services. We provide comprehensive training and ongoing professional development. The Training & Development Program includes a three-week training class where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Following training, you'll work closely with Andrew as your Director and Mentor. In addition to ongoing coaching, accountability and support, Andrew will personally introduce you to many of the top advisors in the system so you can learn from their experience, collaborate with them, and accelerate your growth. Desired Skills and Experience: · Bachelor's degree preferred; successful career changers are encouraged to apply · Analytical thinking skills and the ability to assess client needs · Excellent verbal and written communication skills · Effective sales, presentation, and customer service skills · Good organization and time management skills · Strong interpersonal skills We want individuals with different backgrounds and work experience, including but not limited to: · Financial management, investments, insurance, and financial services · Executive leadership · Sales, business development, or relationship management · Athletics or competitive sports · Military service · Real estate Compensation is commission-based plus: · Bonus Programs (especially in early development) · Renewable income opportunities beginning in the second year · Expense allowance, training allowance, various stipends · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning (Average annual earnings during an advisor's first four years are $137,000/yr. Advisors with five or more years of experience earn an average of $618,000 annually.) About Northwestern Mutual: Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 100 company with over $627 billion in assets under management and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide. · Fortune’s 2022 “World’s Most Admired Companies” · Top 10 U.S. Independent Broker-Dealer · Top 125 Companies for Training & Development · Named one of the “50 Best Places to Launch a Career” by Business Week Magazine About Andrew Feigenbaum: Andrew Feigenbaum is a Growth & Development Director and Financial Advisor at The Tri-Harbor Financial Group and a proud career changer himself. Before joining Northwestern Mutual, Andrew spent 16 years in the music industry, where he developed a passion for building relationships, helping others succeed, and creating opportunities for growth. Seeking a career that would allow him to make a more meaningful impact on people's lives while enjoying greater flexibility and work-life balance, Andrew transitioned to financial services and has never looked back Born and raised in New Rochelle, NY, Andrew now lives nearby with his family and remains deeply connected to the local community and University of Wisconsin alumni (Go Badgers!). As a Director and Mentor, he has helped dozens of advisors launch and grow successful practices, many of whom came from backgrounds outside of financial services. Andrew believes that character, work ethic, coachability, and a genuine desire to help others are far more important than industry experience. Known for his hands-on leadership style, Andrew is committed to being available for his team every step of the way. Whether it's helping advisors navigate challenges, develop new skills, meet prospective clients, or build confidence in their business, he takes pride in providing the support, coaching, and accountability needed for long-term success. His goal is simple: help motivated individuals build rewarding careers while making a meaningful difference in the lives of their clients and their families. We are seeking a small number of motivated individuals who are committed to personal growth, professional excellence, and making a positive impact. If that sounds like you, we'd welcome the opportunity to connect, learn more about your goals, and discuss whether The Tri-Harbor Financial Group may be the right fit for your next career move. Check out this video for more on Training & Development: https://careers.northwesternmutual.com/training-development-introduction/

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance. Pay and Benefits: • Competitive compensation, including base pay and annual incentive, • Comprehensive health and life insurance and well-being benefits, based on location, • Pension / Retirement benefits, • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being., • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: The Strategic Management & Governance family is responsible for serving as a dedicated technology resource for advancing the firm's business opportunities and providing industry thought leadership for leveraging new technologies. Manages significant programs and projects including strategic change management, new business and product initiatives, process re-engineering, and all general business management initiatives. The Business Systems Analysis role specializes in acting as the primary interface between Technology and specific business / product areas, identifying, documenting and analyzing business requirements, creating detailed project and process specifications, coordinating with project teams. Your Primary Responsibilities: • Validate functional specifications by analyzing business requirements, constructing workflow charts and diagrams, • Collaborate with project teams, product management, and stakeholders on all aspects of projects, • Validate estimates of resource needs and schedule of work with related stakeholders, • Provide guidance to members of various teams by elaborating the necessary details required through all phases of projects, • Review input provided to developers and Test Engineers ensuring System Integration and User Acceptance Test scripts properly reflect business and functional requirements, • Review system documentation to ensure compliance with company-specific best practices and standards, • Review recommended controls to ensure remediation of perceived risks, • Validate justification and ROI related to solutions designed to automate manual processes, • Partner with team managers to understand and support the organization direction, in terms of technology adoption, design patterns, and strategic direction, • Coordinate with team managers to influence the technical development of team personnel, • Provide technical leadership and guidance to teams through all phases of projects and advise IT senior leaders regarding strategic direction., • Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior. Qualifications: • Minimum of 10 years of related experience, • Bachelor's degree preferred or equivalent experience, • FRM or CFA is a big plus Talents Needed for Success: • 7+ years of hands-on business systems analysis experience in market risk, risk methodology implementation, or related clearing, exchange, banking, or capital markets environments., • Strong market risk methodology fluency across VaR, stress and scenario design, sensitivities, backtesting, coverage analysis, and the practical interpretation of methodology intent for implementation., • Deep understanding of CCP margin concepts, strongly preferred including initial margin, mark-to-market margin, clearing fund constructs, concentration and gap add-ons, anti-procyclicality measures, and coverage targets., • Exceptional specification discipline with the ability to produce calculation specifications that include worked examples, edge cases, acceptance criteria, and documentation that can withstand audit and validation scrutiny., • Proven numerical validation and reconciliation capability including comparison of production outputs to quant prototypes, definition of defensible tolerances, and disciplined root-cause analysis of variances., • Strong data and analytical proficiency with advanced SQL skills and practical Python, R, or Excel capability to query data, test assumptions, run prototypes, and perform independent analysis., • Solid risk data knowledge across positions, prices, curves, reference data, corporate actions, time-series alignment, and point-in-time/as-of semantics required to reproduce risk results accurately., • Effective delivery partnership with experience writing user stories and acceptance criteria, working within agile squads, and partnering closely with engineering, QA, business users, quants, and model validation stakeholders., • Regulatory and model risk awareness including familiarity with model validation expectations, model risk management practices, and CCP regulatory frameworks such as SEC Rule 17Ad-22 and CPMI-IOSCO principles., • Credibility across business, quant, and technology stakeholders with the judgment to clarify methodology intent, translate it into implementable requirements, and drive alignment without losing confidence from any side. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2024 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2024 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Training & Development Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. Responsibilities: • New Business Development: establishing relationships with new clients through leads, referrals, and calls, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services, • Delivery of customized financial plans to help clients achieve their financial goals, • Day-to-day client relationship management Required Qualifications: • Bachelor’s degree, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.), • Excellent communication and interpersonal skills, • Must live in the Tri-State Area (commutable to Midtown Manhattan office), • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Compensation & Benefits: • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales., • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Up to $2,000 in training stipends, • Renewable income beginning in second year, • Bonus programs & expense allowances., • Support for insurance licensing (Life, Accident, & Health license), • Support for SIE, Series 6, Series 63 registrations, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

New York Life Fast Track to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2024 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2024 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Senior Associate, Content & Investor Relations Location: New York, NY | Hybrid (2 days in office) Salary: $75,000–$85,000 + Performance-Based Bonus Employment Type: Full-Time About the Opportunity We are partnering with a leading financial industry events and content organization seeking an energetic, intellectually curious, and detail-oriented Senior Associate, Content & Investor Relations to join its growing team. This individual will play an important role in developing engaging event content, coordinating with industry professionals, and increasing institutional investor engagement across a global portfolio of events. The organization brings together senior decision-makers from hedge funds, asset management firms, pension funds, and other institutional investment organizations to exchange insights on innovative investment strategies. This is an excellent opportunity for someone looking to expand their knowledge of the financial services industry, gain exposure to senior-level professionals, and grow within a collaborative, fast-paced environment. Key Responsibilities • Collaborate with the content team to develop engaging event agendas that meet sponsor objectives and deliver timely, relevant industry insights., • Communicate with sponsors, speakers, and stakeholders to coordinate event content and logistics., • Research organizations and industry professionals to identify prospective speakers and attendees., • Support outreach efforts and invite relevant industry professionals to events., • Stay informed on financial market trends and share relevant updates with internal teams., • Provide on-site event management and support, including coordinating speakers, facilitating introductions, and ensuring seamless event execution., • Partner with events and production teams to deliver a positive experience for speakers and attendees., • Assist with event promotion and maintain accurate information across internal and external calendars., • Update event websites with speaker information and agenda details., • Review, proofread, and edit event-related materials., • Work both independently and collaboratively to support overall team objectives. Qualifications • Bachelor's degree required; 1–2 years of relevant content experience preferred., • Exceptional attention to detail and ability to maintain accuracy across multiple systems, documents, and platforms., • Excellent organizational and time-management skills., • Strong written communication, editing, and proofreading abilities., • Confident verbal communication skills and comfort engaging with senior-level professionals, sponsors, and stakeholders., • Ability to prioritize competing deadlines in a fast-paced environment., • Enthusiasm for learning, taking initiative, and developing new skills., • Proficiency in Microsoft Office and Google Workspace., • Salesforce experience is a plus., • Experience or demonstrated interest in financial services or investment markets is highly desirable. Position Details • Reports To: Global Head of Content & Investor Relations, • Work Arrangement: Hybrid, with 3 required in-office days per week in New York City, • Travel: Approximately 5% annually (up to 3 weeks), including domestic and international travel, • Employment Status: Full-time, nonexempt Compensation & Benefits • Competitive base salary of $75,000–$85,000, commensurate with experience, • Performance-based bonus opportunities, • Medical, dental, and vision insurance, with 100% of employee and dependent premiums covered, • Flexible Spending Account (FSA), • Unlimited PTO plus public holidays, • 401(k) with employer matching contributions, • Opportunities for domestic and international travel, • Professional development and career growth opportunities

Global Asset Manager is in search of a Quantitative Investment Analyst supporting its multi-asset portfolio solutions platform. In this role, you will develop and implement advanced portfolio optimization frameworks to enhance private market portfolios, considering complexities such as illiquidity, capital calls, distributions, and sector/geographic constraints. Your work will include building and refining quantitative models for expected returns, risk, cash flow forecasting, and correlations, enabling smarter decision-making. You will leverage data from leading providers and internal sources to conduct insightful research, contribute to risk measurement innovations, and support the creation of thought leadership on private portfolio construction and risk management. Responsibilities • Design and implement portfolio optimization tools across multiple asset classes., • Develop models that incorporate illiquidity, capital flow timing, and leverage., • Build simulation engines (Monte Carlo, scenario analysis) to evaluate portfolio outcomes., • Work closely with portfolio managers, analysts, and risk teams to deliver actionable insights., • Contribute to whitepapers on private market risk, construction, and design. Qualifications • Must-Have Skills & Qualifications, • Bachelor’s or Master’s degree in Mathematics, Statistics, Physics, Computer Science, or a similarly quantitative field., • 4+ years of experience in private markets investment, pension funds, sovereign funds, or asset management, • Strong understanding of private market cash flow dynamics—capital calls, distributions, NAV., • Proficiency in SQL and Python, with experience in portfolio optimization software (e.g., Gurobi, Mosek)., • Familiarity with factor models and risk management tools (Bloomberg, Barra, Axioma)., • Experience working with large datasets and data visualization tools (Tableau, R, Python).

Employer Summary: Octagon Credit Investors, LLC is a $31 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: The Executive Assistant is responsible for providing general support and assistance to members of the Senior Leadership Team related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters. The Executive Assistant will interact with a diverse group of internal and external stakeholders on behalf of the most senior members of the organization. Sound, professional judgment, etiquette, and strong prioritization skills are required in order to support and organize a diversified workload. The Executive Assistant’s core responsibility is to ensure that the highest level of support and related services are consistently provided. The Executive Assistant will work independently, and in conjunction, with members of senior leadership as well as additional members of the Octagon Administrative Support team. Essential Duties and Responsibilities: • Provide administrative support to senior leaders related to key administrative matters, client engagement initiatives, department activities, office operations, and personnel matters, • Maintain calendar appointments and reschedule meetings to coordinate internal and external meetings, avoid conflicts, and ensure smooth execution, • Coordinate travel arrangements including airfare, hotels, and car service, • Facilitate a bridge for smooth communication between internal and external stakeholders, • Provide guidance and support to Administrative Support team members, • Schedule and organize events such as meetings, conference calls, annual off-site, and other departmental activities, • Submit expense reports and maintain expense management platform, Concur, by serving as a system administrator, • Provide general administrative support (e.g., copying sensitive files, binding, answering calls, etc.), • Plan and coordinate team meetings including preparation and circulation of meeting materials, • Provide onboarding and offboarding assistance related to employment matters, • Support Accounting team by conducting AmEx reconciliations, personal reimbursement payments, and vendor invoice management, • Ensure accurate maintenance of files and databases for efficient retrieval and disposition of documents, • Help answer questions pertaining to firm policies, day-to-day operations, and follow up with solutions/process improvement, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • 7+ years of Executive Assistant experience in a professional services firm or corporate environment, • A Bachelors’ Degree in a relevant field of study (degree in business-related field, a plus) or High School diploma/GED equivalent, • Strong familiarity with making travel arrangements and processing expense reports/reimbursements, • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities), • Understanding of the importance of strict confidentiality of internal/personnel affairs/client information, • Highly motivated, proactive team player with a positive attitude, • Outstanding reputation of professional integrity and maturity, • Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail, • Proficient with Microsoft Office Suite: Word, Outlook, Excel, and PowerPoint, • Ability and desire to learn and develop new skills, • Demonstrated ownership and accuracy of work product, • A self-starter who can multi-task and support multiple people with varied personalities Compensation and Benefits: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Private Markets Quant Analyst will design and maintain customized investment strategies across the firm’s global alternatives platform, including real estate, infrastructure, renewable power, private equity, and credit. The team partners closely with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation, inflation protection, and long-term capital appreciation. Experience with product development, portfolio construction, investment selection and capital formation, structuring bespoke mandates, commingled vehicles, and strategic partnerships is sought Responsibilities: • Design and implement portfolio optimization frameworks for private market portfolios across multiple asset classes., • Develop optimization models that incorporate illiquidity, capital calls, distributions, pacing, vintage diversification, sector/geographic constraints, and leverage., • Develop quantitative models for expected returns, risk, cash flow forecasting, and correlations across private market investments., • Build simulation engines using Monte Carlo and scenario analysis to evaluate portfolio outcomes under different economic environments., • Work with private market data providers (Cambridge, MSCI/Burgiss/Preqin), • Contribute to the build out of private market risk measurements (factor models, de-smoothing volatility, manager/investment level dispersion, stress testing), • Work closely with Portfolio Managers, fundamental investment analysts, and risk management, • Thought leadership pieces and whitepapers on private portfolio construction, design, and risk assessment The Candidate: The successful candidate will possess the following: • Bachelors or Masters degree in Mathematics, Statistics, Physics, Computer Science, or another highly quantitative field, • 4+ experience within a leading private markets investment manager, pension fund, sovereign wealth fund, endowment, OCIO, or asset manager., • Strong understanding of private market cash flow dynamics including capital calls, distributions, NAV evolution, commitment pacing, liquidity forecasting, • Strong programming skills within SQL, Python and experience with portfolio optimization software preferred, • Experience working with factor models used in portfolio construction and risk management (Bloomberg, Barra, Axioma, etc..), • Knowledge of portfolio optimization techniques used to target different outcomes (yield, volatility, MOIC maximation, downside protection) with complex constraints., • Effective communicator, both oral and written, with ability to present with clarity, precision and conviction, • Experience working with large datasets and data visualization tools (Tableau, Python, R)

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Company Description ThinkEquity is a boutique investment bank created by experienced professionals who have worked together for over two decades. The team has collectively financed over $50 billion of public and private capital raises, restructurings, and mergers and acquisitions. ThinkEquity prides itself on a client-centric model, designed to address complex needs and provide around-the-clock attention. The firm is dedicated to identifying solutions that create value for their clients' investors. Role Description This is a full-time on-site role for a Series 7-Institutional Equity Sales at ThinkEquity LLC in New York, NY. The Institutional Equity Sales professional will be responsible identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firm’s equity transactions, offer corporate access to investors, and book deal and non-deal roadshows both in the US and overseas. The role requires strong collaboration with other team members to achieve sales targets and deliver high-quality service to clients. Base salary $ 34,000 plus monthly commissions. Qualifications • Excellent communication and interpersonal skills, • Series 7 license required, • Ability to work on-site in New York, NY, • Bachelor's degree, • Prior sales or a related field experience is a plus

Investment Professional – Private Markets Impact Investing, New York, NY Are you a rigorous private markets investor looking to deploy capital with true purpose, without compromising on institutional quality? We are partnering with a pioneering impact investing family office in New York, NY to find an exceptional Investment Professional to lead transactions across a sophisticated portfolio. This is a rare opportunity to join a small, highly collaborative team managing a diverse portfolio of alternative investments. You will play a leading role in building a best-in-class portfolio spanning both direct investments and LP allocations across private markets. The firm boasts a strong track record, having made over 80 LP commitments and 20+ direct co-investments. Investments span venture, growth, and buyout strategies, with ticket sizes typically ranging from $1m to $50m. We are particularly interested in outstanding individuals from traditional finance, asset allocation, or investment banking backgrounds who are ready to transition to a role offering equal analytical rigor, but with a far superior working environment, excellent work-life balance, and a positive, legacy-defining mission. You do not need prior impact investing experience - just exceptional financial acumen and a deep personal alignment with utilizing capital to promote equity, care, and sustainability. Key Responsibilities: • Own the full investment lifecycle, from sourcing and due diligence through to financial analysis, execution, and ongoing portfolio support., • Lead multiple transactions simultaneously, conducting deep market analysis, competitive positioning, and risk assessment., • Evaluate legal documentation, analyze capitalization tables, structure term sheets, and create complex waterfall analyses., • Bring rigor to portfolio monitoring and impact measurement, ensuring data integrity across direct company financing, blended finance, and fund investments. Your Profile: • 10 to 15 years of relevant experience, ideally within asset allocation, private equity, venture capital, investment banking, or consulting., • Advanced quantitative and technical skills, with a proven habit of leveraging data and financial modeling to support investment arguments., • Experience in manager selection, operational due diligence, and portfolio construction within a Family Office, Endowment, Foundation, Fund of Funds, or Pension environment is not required though will be highly attractive., • A self-manager with a high attention to detail who thrives when juggling multiple responsibilities. Compensation & Benefits: • Base Salary: $240,000 - 270,000 plus discretionary bonus based on a number of factors (total compensation may be up to $400,000 all in), • Healthcare: Comprehensive medical, dental, and vision insurance with 95% of premiums covered by the company., • Retirement & Growth: A 4% company retirement match and a $5,000 annual professional development allowance., • Lifestyle & Wellness: Three weeks of annual vacation (increasing with tenure), plus robust stipends including up to $4,000 annually for family health/wellness, out-of-state medical expense coverage, and monthly phone/internet allowances. If you are ready to apply your institutional-grade expertise toward building inclusive economies and a sustainable future, please reach out to our exclusively retained recruitment partner Duncan to discuss this mandate confidentially: Apply to this post and to duncan@hedgeimpact.com Please note that we always receive a very high volume and quality of responses and will only be able to respond immediately to those with a very close mutual fit for this specific mandate. If this one is not for you, we’ll be delighted to let you know about future mandates that may be appropriate. Thank You.

Employer Summary: Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets. Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups. Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. Position Summary: Octagon is seeking a qualified professional to join our high-performing Investor Relations team as an Associate. The Investor Relations team is part of Octagon’s Investor Solutions group, which is responsible for driving growth and strengthening client engagement throughout the investor lifecycle. The Associate will work independently, and in conjunction with fellow team members and key stakeholders to support the firm’s investor reporting, client service, marketing, communications, and internal reporting efforts. We are looking for an individual who is intellectually curious, collaborative, with outstanding organizational and communication skills. This position offers the potential to assume greater and broader responsibilities within the existing team, and as the firm grows and enters new lines of business. Essential Duties and Responsibilities: • Produce fund/account reporting packages and other regular investor deliverables, including monthly and quarterly performance updates, • Coordinate, draft, and update responses for due diligence questionnaires, RFPs, and other ad hoc investor requests, • Contribute to the production of monthly performance summaries, slide decks, written commentaries, and other marketing materials, • Ensure accuracy, transparency, prompt delivery, and appropriate recordkeeping of various communications and deliverables, • Develop a strong understanding of Octagon’s strategies, investment products, and market dynamics, • Collaborate with colleagues across teams to obtain, analyze, and synthesize data for use in investor reports, marketing collateral, and other client communications, • Maintain various internal schedules and databases (including CRM), ensuring accuracy and data integrity, • Possess a working knowledge of AI-enabled tools to support the adoption and integration of technology solutions to automate internal processes, improve data management, and enhance client reporting capabilities, as needed/appropriate, • Conduct market research and data analysis for senior management, as needed, • Proactively take on ad hoc projects and provide support for new business initiatives, as needed Areas of Knowledge, Skills, and Abilities/Qualifications: • 2-4 years of relevant experience, ideally at an institutional asset management firm, investment bank, or consulting firm, • Ideal candidate will possess a keen understanding of the mechanics and dynamics of the corporate debt markets, • Exceptional written and communication skills, able to clearly articulate opinions, product knowledge, and market insights both in writing and when communicating with internal and external stakeholders, • Excellent technical and quantitative skills; strong proficiency in Microsoft Excel, PowerPoint and Word, • Exemplary attention to detail and accuracy, • Comfortability interacting and building relationships across functions (including senior management) within the firm and affiliated organizations, and directly with clients, • Ability to multitask and respond to changing priorities in a time-sensitive environment, • Highly motivated, proactive team player with a positive attitude, • Exhibits a strong commitment to upholding Octagon's core values of honesty and integrity; must accept responsibility to comply with all applicable rules, regulations, and legal requirements Potential Compensation and Benefits Offerings: • Competitive salary and eligibility for year-end performance-based bonus, • Medical, dental, vision, life, and disability insurance, • Commuter benefits, • 401(k) matching program, • Employee Assistance Program (“EAP”), • Professional designation and licensure assistance, • Family support and leaves of absence Note: Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status. Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

Job description Job title: Financial/Insurance Sales Advisor: Training Provided As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: • Business Development: establishing relationships with new clients through leads, referrals, and calls, • Meeting with clients to discuss financial planning, including investment management and insurance, • Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals, • Day-to-day client relationship management and financial advisory Qualifications: • Bachelor’s degree or equivalent work experience, • Legal authorization to work in the US without sponsorship, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.), • Excellent communication and interpersonal skills, • Interest in the Financial Services sector, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Strong communication skills Prior financial services experience is not required, and recent graduates are also invited to apply. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. Compensation & Benefits • Performance-based earnings and revenue1:, • Compensation is 100% commission-based, plus stipends and bonuses.*, • Average first-year Financial Advisor compensation for this office is $61,000 - $110,000., • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Benefits: Medical, dental, vision, and pension plan About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $325 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is not required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. Compensation is 100% commission-based, plus stipends and bonuses. Average first-year Financial Advisor compensation for this office is $60,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Job Description Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: · Cash Flow & Wealth Management · Retirement Planning · Tax-Efficient Planning Strategies · Estate & Legacy Planning · Investment Strategy & Portfolio Management · Risk Management & Asset Protection · Business Planning & Succession Strategies You’ll work closely with clients to: · Develop comprehensive financial plans tailored to each client’s goals and values. · Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations. · Guide clients through life’s major financial decisions with proactive advice and ongoing planning. · Build and maintain long-term relationships based on trust, education, and accountability. · Collaborate with specialists to provide sophisticated planning solutions when appropriate. · Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: · Practice management coaching · Training and licensing support · Professional development opportunities · Marketing and business development resources · Advanced financial planning technology · Investment research and portfolio resources · Ongoing education and professional development · Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: · FINRA Series 7 and Series 66 (or Series 63 & 65), · Life & Health Insurance Licenses · Strong interpersonal and relationship-building skills · Analytical mindset with the ability to simplify complex financial concepts · Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 · Medical, Dental & Vision Insurance · 401(k) · Pension Plan4 · Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU#9086745 exp 8.25.29 \nCompany Description https://nylfinancialprofessionalcareer.com/ https://www.eaglestrategies.com/ https://nylfinancialprofessionalcareer.com/\nhttps://www.eaglestrategies.com/

Job Description Mutual of America Financial Group / Capital Management Job Title: Lead Trading & Operations Location: New York, NY (hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. As the need to create additional investment strategies beyond those that were being managed for Mutual of America Life Insurance Company’s traditional retirement business became evident, Mutual of America Capital Management evolved into an independent, wholly owned subsidiary of Mutual of America. This important change enabled Mutual of America Capital Management to provide an enhanced array of investment solutions and services to a broader client base. Mutual of America Capital Management manages approximately $29 billion across a variety of strategies. We embrace a nimble, entrepreneurial spirit, while maintaining the core competencies, long-term views and financial strength of our parent company, Mutual of America Life Insurance Company. Managed by an experienced team of investment professionals, our strategies include both fixed income and equity offerings. We offer both mutual funds and customized investment solutions that support a variety of investment objectives and strategies for individuals and institutions. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: MoA Funds is seeking a Lead Fund Administration Analyst to support the oversight of key fund administration functions including fund accounting, custody operations, investment performance reporting, regulatory reporting, board reporting, and service provider management. The role will assist in monitoring third-party service providers, evaluating operational controls, supporting regulatory compliance, delivering reporting to management, and the Board of Trustees, and leveraging AI-enabled tools to improve reporting and operational efficiency. Responsibilities: Performance Analysis • Analyze mutual fund performance against benchmarks and peers., • Support benchmark and peer group performance analysis., • Assist with performance attribution and variance analysis., • Validate performance calculation methodologies and reporting outputs., • Coordinate with performance measurement vendors and internal investment teams.Board Reporting & Governance, • Prepare materials for Board and Committee meetings., • Compile operational, accounting, performance, compliance, valuation, liquidity, risk, and governance metrics., • Coordinate collection of information from internal departments and third-party service providers., • Participate in Board meeting preparation and follow-up activities.Regulatory & Compliance Support, • Assist with SEC reporting requirements including N-PORT, N-CEN, Form N-CSR, and shareholder reports., • Support review of prospectus, SAI, and shareholder disclosure information., • Validate regulatory reporting data and coordinate with internal and external stakeholders., • Assist with responses to internal audits, examinations, and regulatory inquiries.Client, Private Client & Shareholder Reporting, • Support client, management, and shareholder reporting., • Prepare and validate investment performance, portfolio, benchmark, and attribution reporting packages., • Validate data used in reporting packages and regulatory filings.Data Analytics & Process Improvement, • Develop and maintain reporting tools and dashboards., • Perform reconciliations and data validation across multiple systems., • Analyze operational data to identify trends, risks, and process improvement opportunities., • Support automation and efficiency initiatives across fund operations processes., • Utilize AI-enabled tools and data analytics techniques to validate exceptions and perform root cause analysis. Required Qualifications: • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field., • 5-7 years of experience in mutual fund accounting, fund administration, investment operations, custody operations, performance measurement, investment reporting, or regulatory reporting., • Strong Microsoft Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, Index/Match, data validation, and advanced formulas., • Understanding of mutual fund accounting, NAV calculations, fund expenses, financial statements, custody operations, valuation oversight, and investment performance reporting., • Experience preparing investment performance reports, management reports, Board materials, and private client reporting packages., • Experience working with custodians, fund accountants, transfer agents, pricing vendors, and other fund service providers., • Experience working with large outsourced mutual fund administrators and custodians preferred., • Understanding of registered investment companies under the Investment Company Act of 1940 and regulation of advisers under the Advisers Act., • Experience preparing materials for Boards, senior management, clients, regulators, or external stakeholders., • Experience utilizing AI-enabled tools, data analytics platforms, and automation technologies to improve reporting, analysis, operational efficiency, and decision-making., • Confidence presenting information to senior management., • Ability to manage competing priorities and meet deadlines., • Strong verbal and written communication skills., • Demonstrated ability to independently analyze issues, identify root causes, and develop practical solutions., • High attention to detail. Preferred Qualifications: • Experience with Morningstar Direct for performance, peer group, and investment analysis, • Bloomberg Terminal experience, • Bloomberg AIM experience, • FactSet experience, • Clearwater Analytics experience What we offer you: • Competitive base salary, • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment., • 401(k) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions., • Parental Leave: 8 weeks fully paid., • Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $91,800 - $137,700 Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Job DescriptionFund Formation & Investment Management Associate Attorney Location: Boston, MA (preferred) | Chicago, IL | Dallas, TX | New York, NY Direct Counsel is seeking a junior to mid-level Fund Formation & Investment Management Associate Attorney to join the investment management practice of a leading Am Law firm. This role offers the opportunity to work with sophisticated sponsors, institutional investors, and private fund managers on complex fund formation, structuring, and investment management matters. Responsibilities Advise sponsors and investment managers on the formation, structuring, and operation of private investment funds. Draft and negotiate fund formation documents, including private placement memoranda, partnership agreements, and related governing documents. Represent both general partners and institutional investors in connection with fund investments and negotiations. Assist with secondary sales of limited partner interests, including both buy-side and sell-side transactions. Advise on GP-led fund restructurings and liquidity transactions. Provide guidance on regulatory and compliance matters relating to private funds and investment advisers. Work collaboratively with partners and clients to manage complex matters involving multiple attorneys and stakeholders. Qualifications 2–6 years of experience in fund formation and investment management at a law firm or similar sophisticated practice environment. Experience advising on private fund formation and management structuring. Experience negotiating with institutional investors such as pension plans, endowments, and funds-of-funds. Familiarity with secondary transactions and GP-led restructurings preferred. Working knowledge of the Investment Advisers Act, related compliance obligations, and the Securities Act as it relates to private investment funds. Strong drafting, negotiation, and project management skills. Excellent academic credentials and strong written and verbal communication skills. JD from an ABA-accredited law school. Active bar admission in the jurisdiction of practice, or ability to obtain admission. Compensation The expected salary range for this position is $240,000 – $390,000, depending on experience, qualifications, and internal equity considerations. The firm offers a comprehensive benefits package including health insurance, retirement plans, and additional employee benefits.

Job Description We are PMG PMG, a global independent platform company engineered for impact, integrates business strategy, media, creative, and data within a single operating model powered by our proprietary operating system, Alli. With more than 1,000 employees, PMG partners with brands including Apple, Nike, Dropbox, Experian, Sephora, and Whole Foods. Our work has earned top industry honors, including Cannes Lions and Adweek's Media Plan of the Year, and PMG has won 40+ workplace culture awards, including being the only company to rank among Ad Age's Best Places to Work for 11 consecutive years. Who You Will Be Working With At PMG, commerce is where strategy proves itself. It is how integrated communications, media, and experience translate into measurable revenue and long-term growth. As client expectations continue to evolve, the ability to connect demand creation to demand capture has become a critical differentiator for our clients and for PMG in how we enable their growth. As a Commerce Director, you will lead integrated commerce strategy for key clients, helping them navigate complex challenges and turn business goals into actionable growth plans. You will work across retail media, marketplaces, direct-to-consumer commerce, customer experience, and performance media to connect the full customer journey and deliver measurable outcomes. This is a highly client-facing role. You will build trusted relationships with senior client partners, guide cross-functional teams, and bring clarity to complex commerce decisions. You will also contribute to new business opportunities, help expand existing client relationships, and support the continued evolution of PMG's commerce capabilities. This role is intentionally broad and collaborative. You will have the opportunity to shape how commerce comes to life for your clients while partnering with leaders across Media, Strategy, Analytics, Technology, and Creative. What You Will Be Doing Lead integrated commerce strategy for key clients, translating business objectives into clear, actionable growth plans. Serve as a trusted, client-facing commerce partner by diagnosing commercial challenges, identifying opportunities, and guiding decision-making. Develop commerce strategies that connect integrated communications, media investment, customer experience, and performance outcomes across the full funnel. Lead omnichannel commerce planning across listings, promotions, retail media, marketplaces, and direct-to-consumer experiences, ensuring product visibility, offers, and investment work together effectively. Embed commerce thinking upstream in planning so brand, media, and creative strategies account for downstream purchase behavior and business growth. Build and oversee test-and-learn programs across automation, product detail page optimization, campaign experimentation, and emerging commerce experiences. Turn experimentation into practical insights that help clients improve performance, adopt new approaches, and make more confident investment decisions. Partner closely with Integrated Communications Planning, Converged Media, Analytics, Technology, and Transformation teams to ensure strategies are integrated, measurable, and executable. Guide the use of data, technology, and platforms, including Alli, to support scenario planning, forecasting, optimization, and performance measurement. Maintain a strong point of view on evolving commerce trends, platforms, and operating models across DTC, marketplaces, retail media, and emerging commerce experiences. Contribute to business development by shaping commerce propositions, supporting pitches, and demonstrating how PMG can deliver commercial impact. Identify opportunities to expand and deepen existing client partnerships through commerce-led innovation and growth strategies. Partner with senior Commerce leadership to develop frameworks, best practices, and learning agendas that strengthen PMG's capabilities across teams. Lead, mentor, and develop team members while creating clarity, accountability, and opportunities for growth. Promote collaboration across disciplines and help teams deliver high-quality work without creating functional silos. What You Will Bring 10+ years of relevant experience in commerce, growth strategy, retail media, ecommerce, or performance-led roles, with a strong record of driving measurable business outcomes. Experience leading commerce strategy for complex clients, brands, retailers, or marketplaces. Confidence and credibility in senior client environments, with the ability to lead strategic conversations and influence decisions. Strong strategic acumen, paired with enough practical commerce expertise to connect strategy to execution. Deep understanding of commerce mechanics, including product discovery, listings, promotions, retail media, marketplaces, conversion optimization, and experimentation. Experience using data, analytics, AI, and technology to improve decision-making, learning, and performance. Ability to lead integrated work across Media, Strategy, Analytics, Technology, Creative, and client teams. Experience contributing to organic account growth, new business pitches, or the development of client propositions. Strong storytelling and communication skills, particularly in client-facing and leadership settings. Experience mentoring or developing others and raising the quality of work across a team. Comfort operating in ambiguity, balancing multiple priorities, and adapting as client needs and commerce platforms evolve. A collaborative leadership style, with the ability to align teams through influence, clarity, and shared goals. Curiosity and adaptability as a Continual Learner, staying ahead of evolving commerce platforms, behaviors, and technologies. A Customer-Focused approach, grounded in helping clients succeed commercially through practical, insight-led solutions. What We Offer • Professional Development: Take advantage of our learning and development programs, mentorship opportunities, and career advancement support., • Generous Time Off: Enjoy generous paid time off and holiday allowances to recharge and spend time with loved ones., • Parental Leave: We provide paid parental leave to support your family during important life events., • Retirement & Pension Plans: Plan for your future with competitive retirement or pension programs, including contribution matching., • Fertility and Family Support: Access fertility benefits for all team members and their spouses., • Healthcare: Coverage and support for everyday medical expenses and routine care, tailored by geography., • Pet Insurance: Protect your pet's health and your finances., • Lifestyle Spending Accounts: Enjoy 100% company-funded accounts to promote healthy habits and well-being., • Commuter Benefits: Access support for travel and commuting needs, where available., • Annual Bonus: All employees are eligible for an annual bonus., • Volunteering Opportunities: Receive 8 give-back hours to volunteer in your local communities., • AI Enterprise License: Access AI Enterprise accounts and participate in weekly AI training sessions to empower and ensure AI safety. Benefits vary by country, location, and geography to reflect local laws, norms, and expectations. What Sets Us Apart Being part of PMG means joining a company culture that's unmatched in digital. We're dedicated to working hard to serve our employees and clients, delivering value, results, and innovation—which often requires true grit and agility. We believe in taking care of ourselves and each other to continuously improve in every way. In alignment with our core values to be inclusive and always change for the better, PMG is committed to creating a more diverse and inclusive culture, and we are proud to be an equal opportunity employer. We believe that we only change for the better by bringing diverse perspectives to our company. PMG recruits, employs, trains, compensates, and promotes regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the Pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The Pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past seven years in a row. We have offices in the NY, Philadelphia, London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, American Cancer Society, Ricola, Herschend Family Entertainment, Zalando, Edible Arrangements, Citizens Bank, and more. YOUR ROLE Crossmedia is seeking a senior investment leader to join its Investment Leadership Team. Reporting to the Head of Investment, the Managing Director partners closely with fellow MD's to shape investment strategy, strengthen marketplace relationships, lead high-performing teams, and deliver exceptional client outcomes. This is a highly visible, cross-functional leadership role for someone who combines deep, hands-on channel expertise with the executive presence to represent Crossmedia's total investment point of view to clients, partners, and the marketplace at large. As a champion of media investment, the Managing Director, Integrated Investment lead is responsible for a book of business as it relates to investments across Video/CTV, Local TV/Audio, OOH/Print, Display, Native, Social, Search, and Programmatic — managing multiple client sets simultaneously, deputizing for the Head of Investment where needed, and acting as the central point of contact for all Centers of Excellence (CoEs) within OneMarketplace. The ideal candidate is a forward-thinking, innovative operator who is equally comfortable setting long-term investment vision and rolling up their sleeves on day-to-day activation, negotiation, and reconciliation. REPORTING & SCOPE • Reporting to the Head of Investment, this role serves as a key member of the Investment Leadership Team, providing strategic leadership across media investment, client partnerships, talent development, operational excellence, and agency-wide initiatives., • Oversees integrated investment strategy and activation across a portfolio of multiple, concurrent client accounts spanning all media channels., • Acts as the point of contact (POC) for internal stakeholders (account, strategy, analytics, audience, ad ops) and external stakeholders (clients, media owners, platform and enterprise partners)., • Partners closely with Centers of Excellence leads to ensure consistent, best-in-class investment practice across the agency. RESPONSIBILITIES Investment Strategy & Innovation • Set the overall strategic investment roadmap across all channels, identifying innovation opportunities, emerging platforms, and around-the-corner risks and opportunities., • Bring deep, cross-channel investment expertise to strategic and tactical planning, translating marketplace shifts into actionable client recommendations., • Define optimal investment approaches platform selection, direct vs. DSP, enterprise partner deals, addressable audience strategies in partnership with CoEs and planning/audience teams., • Maintain a forward-looking view of the evolving media landscape, data practices, and buying models, and proactively bring new capabilities to clients ahead of the market., • Lead tactical budget recommendations and investment evolutions across a diversified, multi-client portfolio. Client & Marketplace Leadership • Serve as a senior representative of total investment strategy, partnering upstream with account, strategy, analytics, and audience practices., • Act as the primary POC for clients and marketplace partners on all matters of investment, representing the full breadth of Crossmedia's Centers of Excellence in a single, unified voice., • Lead cross-channel investment points of view (POVs) for the marketplace, positioning Crossmedia as a thought leader in media investment innovation., • Build and sustain trusted, senior-level relationships with clients and partners, operating as a credible strategic advisor and escalation point., • Represent the Head of Investment in client and marketplace forums as needed, ensuring continuity of relationships and decision-making. Investment Activation & Operations • Own the agenda, timeline, and delivery of all client media activation, ensuring priorities are clear and staff capacity is used efficiently across a multi-client book of business., • Manage day-to-day workflow, communication, and accountability for account buying activity across teams., • Lead RFPs end-to-end: ideation, issuance, vendor assessment, and negotiation., • Steward buys across platforms input, maintenance, and budget tracking ensuring accuracy and discipline at scale., • Oversee reporting and reconciliation, including insight amplification, QA, actualization, and forecasting, maintaining rigorous organizational standards across all accounts. Strategic Partnerships • Develop and maintain long- and short-term strategic partnership plans, including joint business planning across Google, The Trade Desk, social platforms, and other key partners., • Negotiate and manage partnership commitments, added value, and marketplace terms across direct, PMP, and programmatic deal types., • Serve as a key decision-maker on deal evaluation and escalation, with authority to assess proposed deals of significance in partnership with the Head of Investment., • Identify and cultivate new enterprise partnership opportunities that create differentiated value for Crossmedia clients. Team Leadership & Development • Set clear cross-channel priorities and ensure teams collaborate effectively to deliver against them., • Architect and continuously improve investment business processes, partnering with Ad Ops, Operations, and Analytics., • Mentor, develop, and grow investment talent, building bench strength and succession depth across the practice., • Model a culture of innovation, accountability, and organizational rigor that scales across multiple client teams. WHAT SUCCESS LOOKS LIKE • Clients see Crossmedia as a proactive, innovative investment partner., • Investment strategy and activation run with consistent rigor and organization across every account in the portfolio., • The Head of Investment can confidently delegate strategic and marketplace decisions, knowing this role will represent the agency's interests with authority and sound judgment., • Centers of Excellence, account teams, and partners experience a single, coherent point of coordination rather than fragmented channel-by-channel outreach.REQUIREMENTS, • 15+ years of progressive experience in media investment, activation, or integrated media leadership, ideally including experience at the SVP/Director level within a media agency or holding company., • Deep, hands-on expertise across the full media ecosystem Video/CTV, Digital, Social, Search, Programmatic, Audio, OOH, and emerging channels with fluency across both direct and platform-based buying., • Proven track record leading integrated investment strategy for complex, high-profile, multi-channel clients, including managing multiple client sets concurrently., • Demonstrated success serving as a trusted strategic advisor to senior client stakeholders, and as a credible external voice in the broader marketplace., • Experience leading and developing large, multidisciplinary teams, with a track record of growing senior talent., • Strong executive presence, with the ability to influence stakeholders at every level from junior planners to C-suite clients and partners., • Exceptional communication, presentation, negotiation, and relationship-building skills., • A forward-thinking, innovative mindset, with a demonstrated ability to identify new capabilities and growth opportunities ahead of the market., • Strong organizational discipline able to manage complex, concurrent workstreams, timelines, and stakeholders without losing sight of detail., • Deep understanding of marketplace trends, emerging technologies, data-driven investment strategies, and evolving media models., • Experience managing strategic partnerships and negotiating enterprise agreements that create measurable marketplace value., • An entrepreneurial mindset, comfortable operating in a fast-moving, growth-oriented agency environment.. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: • Flexibility to work in hybrid manner with in-office and work from home options (depending on role)., • Open/Flexible PTO/Annual leave with US & UK specific policies, • Sponsored healthcare options and agency-wide physical & mental health support, • 401k with company match (USA), and generous Pension (UK), • Paid sabbatical at significant milestone anniversaries, • Generous paid parental leave policy, • Life milestone recognition & support, • The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development), • Cell phone/tech reimbursement, • Student Loan payment plan (US), • Tuition reimbursement, • Learning & Development and training programs, • And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an "at-will" basis." Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: • Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time., • Ability to stand, bend, and reach, • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations., • The ability to observe details at close range (within a few feet of the observer). In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Crossmedia, please email people.team@xmedia.com. (US based candidates).

Job Description About Dot Dot is home to a set of businesses united by a bold ambition: to redefine student living and support over one million students each year. Spanning 180+ cities in 30 countries, our companies include, Global Student Accommodation (GSA), Yugo and Student.com. Together, we bring global scale and local insight, powered by more than 2000 passionate people. We believe progress happens when people come together with purpose. We're committed to building long term value through everything we do. With three decades of continuous evolution, Dot's strength lies in how we work. We are pioneering, purposeful and positive, driving smart, sustainable growth across our portfolio. We connect expertise with opportunity to turn ideas into impact and momentum into lasting change. Our Values At Dot, we live and work by our values every day: · Pioneering: With three decades of groundbreaking achievements and a passion for international expansion, our distinctive proposition remains stronger than ever. · Purposeful: Every action we take is intentional, designed to align with our values and create lasting benefits for our people, communities, and the planet. · Positive: We tackle challenges with resilience and seek to create a supportive and empowering environment for our teams and communities. Role Purpose You will deliver the Group's external communications day to day across Dot and its portfolio companies – from drafting press materials and managing website updates to creating social content, gathering insights and supporting events. It is a hands-on role with broad exposure, suited to a strong writer with ambitions to develop experience across all elements of communications. Requirements PR and media relations • Draft press releases, media pitches, statements, Q&As and briefing notes, • Build relationships with journalists across corporate, property, higher-education, investment and consumer titles, • Handle routine media enquiries and coordinate interviews and spokesperson requests, • Prepare spokesperson briefing packs, researching journalists, outlets and topics Insight and listening • Monitor media coverage, social conversation and trends for the Group on key issues, including on platforms where students are active, • Track policy and sector news to help shape our communications plans Website and GEO • Keep the corporate website(s) up to date, accurate and on brand using the CMS, • Publish news, case studies and campaign content, applying SEO, GEO and accessibility best practice, • Track how Dot and its brands appear in AI-powered search and answer tools, and flag inaccuracies Social media and content • Plan and manage the social media calendar across channels, • Write, edit and publish content including articles, blogs, newsletters and posts, • Create and edit short-form video and visual content, and brief designers or videographers where needed, • Use generative AI tools responsibly to work efficiently, in line with Group policy Events • Coordinate logistics and communications for conferences, awards entries and owned events, • Prepare speaker materials and capture content for use across channels Risk Awareness • Follow approval processes and brand guidelines for all external content, • Spot and escalate emerging reputational risks quickly, in the media or on social platforms, • Support issues and crisis responses, including monitoring, logging and drafting holding statements, and join the out-of-hours rota when required Reporting • Compile regular reports on coverage, website and social performance, highlighting what's working and what to change, • Maintain media, content, events and stakeholder trackers Experience and Knowledge Essential • Up to 5 years in communications, PR, marketing or journalism (ambitious graduates with relevant internships welcome), • Excellent writing skills, with strong attention to detail and accuracy, • Confident using social media professionally and creating engaging content, • Comfortable working with data and explaining what it shows, • Willingness to work flexibly, including out-of-hours support when issues arise Desirable • Exposure to corporate / B2B media in real estate, financial services, or hospitality and leisure, • Experience of B2C communications in an operational, customer-facing business, • Video skills: filming, editing and producing content for social, • Experience with communications platforms, including media databases, listening and analytics tools, • Understanding of SEO, GEO or AI search, • Interest in international markets; additional languages a plus Personal Attributes & Competencies • Organised, able to manage multiple projects and deadlines, • Good judgement and awareness of reputational risk, • Curious and insight-minded: notices what matters and asks 'so what?', • Collaborative, working well across brands, teams and time zones, • Proactive and keen to learn What success looks like in year one • Website and social channels consistently up to date, accurate and on brand, • Regular listening and insight summaries that the team acts on, • A growing network of journalist contacts and regular secured coverage, • AI search visibility tracked monthly, with inaccuracies flagged and corrected, • Regular performance reports delivered on time, • Trusted to draft external materials needing minimal edits, • A reliable contributor during issues, handling routine enquiries with confidence Explore all opportunities across the Dot Group at https://careers.thedotgroup.com Benefits Bonus scheme, Pension, Private Healthcare + other benefits.

Job Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands! In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required. Responsibilities • Lead a team of tax professionals in delivering comprehensive tax services to clients., • Drive business development initiatives and contribute to the growth of the firm., • Provide expert guidance and mentorship to team members., • Ensure compliance with tax laws and regulations., • Develop and maintain strong client relationships. Capabilities and Skills Required: • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures., • Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent)., • Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results., • Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential., • Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders., • Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience Level: • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. Qualifications Required: • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job Description Are you a seasoned tax professional seeking an enriching career opportunity in the heart of the Caribbean? Elevate your career to new heights as a US Tax Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands and play a pivotal role in delivering strategic tax advice and ensuring compliance for clients within the Financial Services industry. As a key member of the team, you will be responsible for overseeing a variety of tasks, including reviewing U.S tax returns, conducting comprehensive tax research, engaging with clients to understand their unique needs, and providing exemplary leadership to your dedicated team of professionals. Certification as a U.S Certified Public Accountant (CPA) or IRS Enrolled Agent is required Responsibilities • Review U.S tax returns and conducting comprehensive tax research., • Engage with clients to understand their unique tax needs and provide strategic advice., • Provide leadership and guidance to a team of tax professionals., • Develop and maintain strong client relationships., • Drive business development initiatives and contribute to the growth of the firm. Capabilities and Skills Required • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds., • Bachelor's Degree in accounting/taxation or a related field, demonstrating a strong academic foundation., • Demonstrated expertise in U.S tax compliance and consulting, with a proven track record of delivering exceptional results., • Exceptional leadership abilities, with the capacity to inspire and motivate team members to achieve excellence., • Outstanding communication and interpersonal skills, enabling effective collaboration with clients and colleagues alike., • Experience with US Tax is essential., • Background in Financial Services, particularly within private equity and/or hedge funds is required. Education and Experience Level • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 5 years of extensive U.S taxation work experience, with a specialized focus on investment funds. (required) Qualifications Required • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. This position offers the potential to be elevated to a Director role, subject to experience and at the discretion of our client. Confidentiality Statement: At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer: Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job Description Founded in 1988, Morrison is a leading global infrastructure manager, investing across the risk spectrum in both private and listed markets. Its purpose is to invest wisely in ideas that matter. It believes the best investments serve an enduring societal need and has a firm commitment to sustainability. Morrison manages approximately USD$30 billion in consolidated assets on behalf of its clients. Morrison established the NZX/ASX-listed infrastructure investment vehicle, Infratil Limited, in 1994, which it continues to successfully manage today. Morrison also manages global infrastructure portfolios on behalf of sovereign wealth funds, pension funds and other public and private pools of capital. Morrison has one of the largest specialist infrastructure teams, with over 200 professionals operating across eight global offices in Sydney, Melbourne, Auckland, Wellington, New York, London, Abu Dhabi and Singapore. Group Tax Team Morrison’s Group Tax team supports the tax affairs of Morrison, its managed entities and investment acquisitions across global mandates. The team works across a broad range of taxes, investments and transactions, helping the business navigate complex domestic and international tax rules and make informed decisions. Based within Finance, the team partners closely with Investment, Legal and in-house and investee company finance teams to manage tax risk and support Morrison’s global investment activity. About the Role The Tax Director/Senior Manager will play a key role in providing tax advisory, compliance and risk management support across Morrison’s global investment portfolios and managed entities. Reporting to the Head of Tax, this role will support investment activity through the full lifecycle, from diligence and structuring through execution, ownership and exit. • Provide tax advice in relation to the ongoing management of Morrison’s investment portfolio., • Manage tax risk across portfolio investments and Morrison-managed entities., • Oversee ongoing tax compliance requirements, including managing external tax compliance service providers., • Support tax matters relating to acquisitions, disposals and other major transactions., • Advise investment teams throughout the investment lifecycle, including diligence, structuring, execution, holding period activities and exits., • Coordinate the tax aspects of investment acquisitions across various industries and portfolios, including managing external advisors and lawyers, due diligence, structuring, legal documentation and tax ruling processes., • Partner with investment directors on tax assumptions in financial models and communicate complex tax concepts clearly and commercially., • Assist with investment committee and board papers, including communicating tax issues, progress updates and post-acquisition integration matters., • Coordinate tax return preparation with external advisors and review returns prior to filing., • Develop and maintain transfer pricing documentation., • Monitor developments in tax law across Morrison-managed entities and support implementation where applicable., • Contribute to tax training for Morrison staff., • Manage relationships with revenue authorities, including coordinating tax authority reviews and audits. About You • Finance, accounting, business and/or law degree., • Professional certification such as JD/LLM, CPA or equivalent., • 6–10 years’ tax advisory experience, preferably within a leading law firm, Big 4 accounting firm or comparable in-house transactional tax function., • Strong local tax knowledge, with developing knowledge of international tax requirements and structuring., • Experience across private equity, infrastructure, funds management and M&A would be advantageous., • Ability to quickly identify tax issues, drive solutions and manage tax risk in collaboration with transaction teams., • Sound transactional judgement and the ability to prioritise effectively while managing multiple transactions., • Enjoys working in a high-performance, fast-paced environment., • A collaborative team player who contributes to group objectives and goals., • High level of technical knowledge of tax law., • Excellent verbal and written communication skills, with the ability to explain complex matters simply., • Proactive, decisive and comfortable working independently., • Able to operate as the key tax team member based in New York, working closely with globally located Finance and Legal teams., • Open to personal growth and development opportunities., • Able to travel on an ad hoc basis from time to time., • An affinity with Morrison’s values of being driven, brave, curious, agile and collaborative. Why work for Morrison • We pride ourselves on our values and our culture of working as whānau and supporting each other., • The impact of what we do is important to us. We invest in environmentally sustainable companies and have a strong commitment to ESG., • We offer flexibility and hybrid work so you can bring your best self to work each day., • We offer competitive salary + incentives to reward your contribution to our success., • We have a learning and development program with a focus on building internal capability and supporting your professional and personal development., • Attractive paid parental leave and flexible leave options. Morrison is an equal opportunity employer, and we encourage people of all backgrounds to apply. Please let us know if you require any support or adjustments during the recruitment process. Morrison works with selected recruitment partners under formal agreements. We do not accept unsolicited resumes, and any such submissions will not be considered or give rise to any fee.