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A global investment management firm is seeking a Real Asset Investment Associate to support a rapidly expanding real assets portfolio across the U.S. and Europe. This role offers hands-on exposure to institutional real asset investing, including real estate, infrastructure, and agriculture, within a highly collaborative and international investment team. The Associate will support portfolio monitoring, investment research, fund diligence, and ESG initiatives, while working closely with colleagues in New York, London, and Tokyo. Responsibilities • Produce and manage monthly and quarterly portfolio reporting to monitor investment performance, • Prepare real asset and macroeconomic research for presentation to senior management, • Assist with investment due diligence for real-asset-focused commingled funds, • Participate in manager meetings and on-site visits, including touring representative assets, • Support the operations team in managing investment-related activities, • Contribute to the implementation and measurement of ESG initiatives across the portfolio, • Maintain frequent communication with global offices, including London and Tokyo, • Perform additional responsibilities as assigned Qualifications & Experience • Bachelor’s degree required; Finance, Real Estate, or a related field preferred, • 2–3 years of relevant experience in real assets at an institutional investor, investment consultant, or investment manager, • (e.g., insurance company, pension fund, endowment, foundation, sovereign wealth fund, or family office), • Foundational understanding of financial metrics and investment concepts, • Experience interacting professionally with senior investment professionals, • Strong proficiency in Microsoft Office, with advanced Excel and financial modeling skills, • Experience with Excel Macros is a plus, • Working experience with Power BI, including report development using DAX and Power Query, preferred, • Excellent written and verbal communication skills, • Highly detail-oriented, proactive, and able to thrive in a collaborative global environment, • Flexible team player with the ability to adapt to change

Lead Analyst - Long/Short Equity (Single Manager style) Information Services, IT Services and Data Providers New York (5 days pw in office) Our client, a major hedge fund managing tens of billions in AUM, seeks a mid-career L/S Equity Analyst covering Information Services, IT Services, Data Providers, and related Business Services. You will be joining a multibillion fundamental equities division, which invests Single Manager L/S style. This is a rare opportunity to do long duration, high conviction, deep-dive investment with an experienced team of Tier 1 pedigree. About you • Proven specialism in Information Services Equities (potentially within a broader TMT/Industrials coverage)., • We will prioritise candidates currently working in L/S Equity, but other buyside profiles will be considered (Long Only, Private Equity), especially where deep fundamental analysis skills are evident., • Sellside Equity Research candidates will be considered if they have covered the space in depth for at least 4 years on a high-performing Tier 1 team and have prepared thoroughly for L/S interview processes., • Strong critical thinking and deep analytical skills are vital, as well as a capacity to independently generate investment ideas. Package • Compensation is primarily loaded on to the annual performance-related component, and will be highly competitive., • Base salary ranging from 180,000 to 260,000 USD dependent on experience., • Market leading health, pension, and lifestyle benefits included., • Relocation costs covered within the United States.

Lead Analyst - Long/Short Equity (Single Manager style) FinTech, Payments & Non-Balance-Sheet Financials New York (5 days pw in office) Our client, a major hedge fund managing tens of billions in AUM, seeks a mid-career L/S Equity Analyst covering FinTech, Payments, Non-Balance-Sheet Financials and related Business/Info Services. You will be joining a multibillion fundamental equities division, which invests Single Manager L/S style. This is a rare opportunity to do long duration, high conviction, deep-dive investment with an experienced team of Tier 1 pedigree. About you • Proven specialism in FinTech / Payments Equities (potentially within a broader Financials coverage)., • We will prioritise candidates currently working in L/S Equity, but other buyside profiles will be considered (Long Only, Private Equity), especially where deep fundamental analysis skills are evident., • Sellside Equity Research candidates will be considered if they have covered the space in depth for at least 4 years on a high-performing Tier 1 team and have prepared thoroughly for L/S interview processes., • Strong critical thinking and deep analytical skills are vital, as well as a capacity to independently generate investment ideas. Package • Compensation is primarily loaded on to the annual performance-related component, and will be highly competitive., • Base salary ranging from 180,000 to 260,000 USD dependent on experience., • Market leading health, pension, and lifestyle benefits included., • Relocation costs covered within the United States.

Senior Analyst - Long/Short Equity (Single Manager style) Sector coverage: Business & Information Services New York (5 days pw in office) Our client, a major hedge fund managing tens of billions in AUM, seeks a mid-career L/S Equity Analyst covering Business Services, IT/Information Services, and adjacencies (e.g. FinTech, Exchanges, Payment Providers, and other non-balance-sheet Financials). You will be joining a multibillion fundamental equities division, which invests Single Manager L/S style. This is a rare opportunity to do long duration, high conviction, deep-dive investment with an experienced team of Tier 1 pedigree. About you • Proven specialism in Business Services or Information Services Equities (potentially within a broader TMT/Industrials/Financials/FinTech coverage)., • We will prioritise candidates currently working in L/S Equity, but other buyside profiles will be considered (Long Only, Private Equity), especially where deep fundamental analysis skills are evident., • Sellside Equity Research candidates will be considered if they have covered the space in depth for at least 4 years on a high-performing Tier 1 team and have prepared thoroughly for L/S interview processes., • Strong critical thinking and deep analytical skills are vital, as well as a capacity to independently generate investment ideas. Package • Compensation is primarily loaded on to the annual performance-related component, and will be highly competitive., • Base salary ranging from 180,000 to 260,000 USD dependent on experience., • Market leading health, pension, and lifestyle benefits included., • Relocation costs covered within the United States.

Confidential Opportunity – Administrative Assistant (Growth Track to EA) | NYC/CT A leading global investment firm is seeking a polished and highly adaptable Administrative Assistant to support a team of Executive Assistants in a dynamic floating capacity. This is an excellent opportunity for someone looking to grow into an Executive Assistant role long term while gaining exposure across multiple teams and senior executives. Locations: • NYC office currently in Midtown Manhattan, • Additional office in Greenwich, CT directly across from Metro North Schedule: • Monday–Thursday onsite, Fridays remote, • Must be flexible to support varying EA schedules, including occasional work from the CT office and different onsite expectations depending on coverage needs Compensation & Benefits: • Base salary: up to $100K + overtime + discretionary bonus, • Hours: 8am – 6pm, • Exceptional benefits package including fully covered medical for employee + dependents, generous PTO, daily lunch stipend, commuter reimbursement, 401(k), pension plan, family planning benefits, pet insurance, and more Responsibilities include: • Calendar management, • Travel coordination, • Expense reporting, • Phone/email correspondence, • Meeting prep and materials, • Ad hoc administrative support Ideal candidates will be highly organized, proactive, detail-oriented, and eager to learn the business from the ground up. A bachelor’s degree is preferred, though flexibility exists for the right candidate.

A leading AmLaw firm is seeking a talented associate with 3+ years of experience to join its Private Funds Practice Group. This is an exciting opportunity to work with a sophisticated, nationally recognized team advising top-tier clients across the private funds ecosystem. This position will be based out of New York City in a hybrid structure. The Opportunity This practice represents both general partners (GPs) and limited partners (LPs) across a broad range of fund strategies. The team provides comprehensive counsel aligned with the evolving dynamics of the private funds industry. As part of this group, you'll work on complex, high-impact matters including: • Fund formation and sponsor structuring, • Negotiating with institutional investors (e.g., pension plans, endowments, funds-of-funds), • Secondary transactions (buy- and sell-side LP stakes), • GP-led restructurings and liquidity solutions Qualifications • J.D. from an ABA-accredited law school, • Active bar membership in good standing in New York or ability to gain quickly, • 3+ of relevant experience in fund formation and investment management, • Exposure to:, • The Investment Advisers Act (including registration considerations), • Compliance frameworks for private fund managers, • The Securities Act, as it relates to private investment funds, • Strong drafting and analytical skills, • Confidence working directly with clients and collaborating across teams Why This Role • Join a collaborative, high-performing team with a strong reputation in the private funds space, • Meaningful client exposure & sophisticated deal work, • Clear pathways for growth, • Direct mentorship from senior leadership If you're looking to elevate your private funds career with top-tier clients and a dynamic team, we'd love to connect.

Location: New York, NY\Philadelphia, PA HYBRID Our client, a global AmLaw 50 law firm, with a globally recognized private equity platform that advises clients across all phases of the investment life cycle. The firm is seeking a talented M&A / Private Equity Associate Attorney to join its sophisticated corporate practice. This role offers the opportunity to work closely with premier private equity sponsors, institutional investors, and portfolio companies on complex, high-value transactions in a collaborative and fast-paced environment. • JD from a top-tier law school with an excellent academic record., • Active Bar Admission in relevant jurisdiction, in good standing., • 3-8 years of substantive experience in private equity and M&A transactions, • Experience serving as an integral associate on Private Equity and M&A transactions, • Strong preference for private equity sponsor-side experience; candidates with primarily M&A experience may be considered if private equity exposure is more limited, • Experience representing institutional investors, private equity sponsors, portfolio companies, sovereign wealth funds, family offices, as well as institutional and corporate investors in connection with fund investments and transactional matters, • Familiarity with complex deal structures, including platform M&A deals, varied portfolio company matters, and negotiated transaction terms, • Large law firm experience strongly preferred, • Excellent drafting skills, sound commercial judgment, and the ability to thrive in a performance-driven team environment, • Experience serving as a key member of deal teams, with responsibility for managing significant aspects of transactions from due diligence through closing, • Demonstrated ability to manage complex workflows, balance competing priorities, and work effectively in fast-paced deal environments, • Represent private equity sponsors, institutional investors, and portfolio companies across the full investment life cycle, • Advise on fund investments, platform acquisitions, add-on acquisitions, and exit transactions, • Draft and negotiate purchase agreements, merger agreements, equity documentation, and ancillary deal materials, • Assist portfolio companies with add-on acquisitions, joint ventures, and public and private financings, • Collaborate with cross-functional teams across tax, finance, and regulatory practices to deliver seamless, business-focused solutions, • Conduct due diligence and oversee process management across all phases of a deal, • Coordinate with subject-matter experts across disciplines to address transaction-related issues, • Support senior attorneys and clients in structuring, negotiating, and executing strategic transactions, • Maintain and strengthen client relationships through responsive and solution-oriented service This is a compelling opportunity to join a premier private equity and M&A practice that advises institutional investors, including private and charitable foundations, pension trusts, and corporate venture funds, as well as leading fund sponsors and portfolio companies. The team is known for its deep understanding of sponsor and investor priorities and its commitment to helping clients maximize value throughout the investment process. Associates gain meaningful responsibility, direct client exposure, and the opportunity to contribute immediately within a high-performing and collaborative group. • Competitive Salary: Commensurate with experience and class year (2019–2023)., • Comprehensive Benefits Package: Includes medical, dental, vision, life, and pet insurance, extensive emotional health resource programs, social connectedness programs, 401(k) and retirement plans, generous PTO, parental leave, family concierge, commuter benefits, relocation allowance, professional development resources, and additional firm-sponsored programs and perks. . Interested candidates should submit a cover letter, resume, and law school transcript for consideration. Our client is an Equal Opportunity Employer. #LI-HYBRID #LI-TP1

• You lead the functional and technical implementation of customer projects on the HubSpot platform - from strategic planning and technical execution to client enablement and long-term success., • You capture customer requirements and design functional specifications, project release plans/roadmaps, and best-fit HubSpot software solutions, providing comprehensive consulting on technical implementation options., • You design and execute data-driven Marketing, Sales, and Service strategies tailored to target groups, collaborating closely with our cross-functional experts at OMMAX., • You transform complex roadmaps into milestones and prioritize epics, user stories, and acceptance criteria., • You work hand-in-hand with senior management to align HubSpot project goals with overall business objectives., • You handle the preparation and facilitation of project meetings for both customer and internal projects., • You manage stakeholder communication as well as project schedules, budgets, as well as implementation plans and ensure high-quality project delivery on time and on budget., • You have a university degree in business, marketing, communications, media, or a related field - Master’s or MBA is a strong plus., • You have a minimum of 3 years of hands-on experience with HubSpot, ideally across multiple Hubs (Sales, Service, or Marketing Hub) with technical project delivery responsibility., • You have proven experience and excellent skills in team coordination, leadership, and project management., • You have a proactive mindset with a strong sense of ownership - you thrive on new challenges and continuously seek to grow and improve., • You are a collaborative, solution-oriented team player with a hands-on mentality, strong communication skills, and a genuine passion for digital transformation., • You are fluent in English and German., • Your impact is crucial: You actively shape the digital future in a highly motivated & smart team in direct cooperation with the founders & partners, creating real added value by linking strategy and implementation., • Your hard work pays off! You benefit from attractive salary packages, participation in sales success and exclusive investment opportunities. In addition, we promote our top talents through the 'Digital Leaders of Tomorrow' program and thus offer you further exciting benefits., • Your development - our concern: From day one, you will be supported on your journey through a wide range of development opportunities, quickly take on responsibility and have the opportunity to shape your individual career at OMMAX - with us you will become a digital leader!, • Your working environment: You will be immersed in a diverse and family-friendly environment with a strong team spirit, benefitting from a flexible and hybrid working model in one of our offices in Munich, Berlin, Hamburg and London., • Your view into the future: You will work at the cutting edge and gain valuable insights and practical experience with a focus on digital business models and data-driven value creation in eight forward-looking industries., • Your benefits on top: You can look forward to regular team events and joint sports sessions, an attractive company pension scheme, an exclusive Wellpass membership as well as mobility and meal allowances and a wide range of other company benefits.

Consumer Edge is redefining consumer data analytics for the world’s leading investment firms and global brands. We deliver privacy-compliant, real-time intelligence on consumer spending across markets, helping clients make faster, smarter decisions with confidence. Our merchant-level benchmarks and differentiated datasets provide a true edge—and our commercial team is at the center of bringing that value to market. Consumer Edge is seeking a high-performing Business Development Manager to drive new logo growth across financial services accounts (investors using alternative data within hedge funds, asset managers, family offices, etc) in the North American region (NAMER). This is a strategic hunting role for a seller who knows how to build a market, prioritize a book of target accounts, create a robust pipeline through direct outreach, and convert opportunities into profitable, long-term client relationships. This person will be exceptional at strategic account planning, with a keen understanding of the competitive landscape and our products. They will use a structured approach to segment and prioritize prospects, map buying committees, identify triggers, and focus time on the highest-value opportunities. They will be highly effective at outbound prospecting, consistently securing meetings through their own efforts while also partnering closely with SDRs and Marketing to maximize campaign, event, and nurture-driven pipelines. Success in this role requires strong commercial judgment, a proactive operating cadence, and best-in-class sales execution across storytelling, discovery, negotiation, and closing. As the latest NAMER hire, this individual will play a critical role in shaping our regional growth strategy and establishing Consumer Edge as a trusted partner to the investment community as we further scale in both $1B+ investors and the long tail of investors below $1B and across new investor types in Family Offices and other firm types. Strategic Planning & Account Prioritization • Build and manage a focused book of target accounts, prioritizing prospects based on market opportunity, fit, urgency, and likelihood to convert., • Develop thoughtful account plans that map key stakeholders, buying processes, competitive dynamics, whitespace, and next best actions., • Use data, market intelligence, and disciplined pipeline reviews to allocate time and effort against the highest-potential opportunities., • Maintain a rigorous operating cadence around territory planning, pipeline inspection, and forecast accuracy. Outbound Prospecting & Pipeline Creation • Generate qualified meetings through proactive outbound activity including email, phone, LinkedIn, referrals, events, and other creative prospecting channels., • Own personal pipeline creation targets and consistently build sufficient early-stage pipelines to support quota attainment., • Create relevant outreach strategies and messaging tailored to investor workflows, market conditions, and Consumer Edge’s differentiated value proposition., • Convert market insight and trigger events into timely, high-quality prospecting plays. Internal Partnering with SDR & Marketing • Partner closely with SDRs to improve target account penetration, campaign follow-up, and meeting conversion., • Work with Marketing to translate territory priorities into campaigns, events, content activation, and outbound themes that generate meetings., • Be a part of shaping our GTM and Product, • Provide frontline feedback to help sharpen messaging, improve lead quality, and increase conversion across the funnel., • Collaborate cross-functionally with management, product, insights, solutions, and customer success to present a unified and high-impact commercial motion. Client Engagement, Storytelling & Sales Execution • Lead compelling discovery conversations that uncover client priorities, workflows, pain points, and evaluation criteria., • Deliver clear, persuasive storytelling that connects Consumer Edge’s data and insights to measurable client outcomes., • Run opportunities with strong deal control, including multithreading, objection handling, business case development, and stakeholder alignment., • Lead negotiations in partnership with internal stakeholders and close deals effectively while protecting long-term value., • Own newly won relationships during the first 12 months, including identifying cross-sell and upsell opportunities and setting the foundation for durable growth. Market Intelligence & Commercial Excellence • Maintain strong knowledge of the alternative data landscape, buy-side use cases, competitive positioning, and market developments across NAMER., • Capture and maintain high-quality CRM data, including account plans, opportunity progression, activity, and forecasts., • Ensure smooth post-sale transition to Client Success for a strong onboarding experience of new clients., • 4+ years of successful new business sales experience with a consistent track record of winning new logos and exceeding quotas., • 3+ years selling alternative data, data analytics, research, or adjacent solutions into financial services clients, ideally buy-side investors including hedge funds, asset managers, family offices, pension funds, etc., • Proven ability to build, prioritize, and execute against a target account book with strong account planning discipline., • Demonstrated success in self-sourced outbound prospecting and securing meetings through proactive outreach., • Strong experience partnering with SDR and Marketing teams to generate pipeline and improve conversion., • Excellent sales skills across discovery, storytelling, objection handling, negotiation, and closing., • Strong command of the full sales cycle, from prospecting through contract execution and early account growth., • Experience working in Salesforce performing CRM hygiene and applying forecast discipline as core parts of the role., • Strong understanding of the investment landscape and, ideally, an existing network within the institutional investor, financial services ecosystem., • Clear, concise written and verbal communication skills, with the ability to simplify complex data concepts for senior commercial and investment audiences., • High integrity, strong ownership mentality, and comfort operating in a fast-paced, “build-the-plane” environment. At Consumer Edge, you’ll join a high-performance team at the forefront of data-driven decision-making for the world’s leading investors and brands. You’ll have the opportunity to shape an important growth market, work alongside smart and ambitious colleagues, and directly influence how we scale internationally. We offer competitive compensation, commission upside, company equity, 401(k) matching, work-from-home flexibility, and subsidized health benefits. The annual base salary for this role is $110,000 - $140,000, depending on experience, plus commissions, company equity, 401(k) matching, work-from-home flexibility, and subsidized health benefits. Note: Consumer Edge is currently hiring employees who reside in the following states or in Washington, DC: CA, CO, CT, FL, ID, IL, LA, MA, MD, NC, NJ, NY, PA, RI, TN, TX, UT, VA, WA, WI. #LI-Remote #LI-DN

About Delinea: Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization, empowering organizations to seamlessly govern their interactions across the modern enterprise. Leveraging AI-powered intelligence, Delinea’s leading cloud-native Identity Security Platform applies context throughout the entire identity lifecycle – across cloud and traditional infrastructure, data, SaaS applications, and AI. It is the only platform that enables you to discover all identities – including workforce, IT administrator, developers, and machines – assign appropriate access levels, detect irregularities, and respond to threats in real-time. With deployment in weeks, not months, 90% fewer resources to manage than the nearest competitor, and a 99.995% uptime, Delinea delivers robust security and operational efficiency without compromise. Learn more about Delinea on , , , and . Join our passionate, global team at Delinea and help us make the world a safer and more secure place. Our success is driven by world-class product leadership, outstanding engineers, and strategic investment from TPG. We value diversity, innovation, and a culture of respect and fairness. If you're ready to push boundaries and challenge the status quo in security, we want to hear from you. Apply today to help us achieve our mission. Enterprise Account Manager Summary: This remote position requires a motivated self-starter who will be responsible for all net new sales into Enterprise Accounts, $1 Billion plus in revenue as defined by Delinea based on annual revenue. Based in a specific geographic area, the candidate may be required to travel approximately 30-40% throughout the assigned territory to visit customers, attend trade shows or field events, and for internal meetings such as sales kick-offs or quarterly business reviews. With our strong promote-from-within philosophy, successful performance in this role will provide career advancement opportunities to those seeking to take their sales careers to the next level. What You'll Do: Create and personalize a territory plan for the assigned territory. Prospect to and create contacts within Enterprise Accounts in a geographic region. Proactively pursue existing leads who have expressed interest in our services. Collaborate with and engage the right Delinea technical experts to provide an accurate and compelling story on our products’ strengths and capabilities to win deals. Consistently meet/exceed sales targets. Maintain an accurate forecast of sales pipeline. Cultivate and manage relationships with Channel partners. Leverage Delinea’s executives, and their networks, to gain access to prospective clients. Never stop learning! Continue to hone your craft and build your expertise in Cybersecurity. What You'll Bring: 5+ years as an Enterprise software sales executive selling to companies with revenues greater than $1 billion. Bachelor’s degree from an accredited university preferred or equivalent work experience. Experience cultivating and controlling complex sales cycles with audiences of multiple stakeholders in Enterprise organizations. Track record of success in identifying, cultivating and closing six figure+ transactions. Ability to conduct both executive level presentations and high-level technical presentations. Excellent written and oral presentation skills. Examples may be requested. Examples of value proposition creation Bonus if you have: An established book of business in territory Experience selling cyber security solutions Why work at Delinea? We're passionate problem-solvers helping the world's largest organizations protect what matters most: their human and machine identities. We invest in people who are smart, self-motivated, and collaborative. What we offer in return is meaningful work, a culture of innovation and great career progression. At Delinea, our core values are STRONG and guide our behaviors and success: Spirited - We bring energy and passion to everything we do Trust - We act with integrity and deliver on our commitments Respect - We listen, value different perspectives, and work as one team Ownership - We take initiative and follow through Nimble - We adapt quickly in a fast-changing environment Global - We embrace diverse people and ideas to drive better outcomes We believe weaving these core values into our day-to-day actions, and our process for hiring, evaluating, and promoting employees, helps us cultivate a work environment that embraces collaboration and camaraderie. We take care of our employees. We offer competitive salaries, a meaningful bonus program, and excellent benefits, including healthcare insurance, as well as pension/retirement matching, comprehensive life insurance, an employee assistance program, time off plans, and paid company holidays. Delinea is an Equal Opportunity and Affirmative Action employer and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Upon conditional offer of employment, candidates are required to complete comprehensive criminal background check, verification of education, and verification of employment, per employment policy. In addition, all publicly posted social media sites may be reviewed.

Job DescriptionFund Formation & Investment Management Associate Attorney Location: Boston, MA (preferred) | Chicago, IL | Dallas, TX | New York, NY Direct Counsel is seeking a 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 4–6 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 $290,000 – $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 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 The Controller is responsible for the leadership and oversight of all accounting, financial reporting, treasury, tax, audit, investment accounting, compliance, and internal control functions of the Metropolitan Opera. The Controller ensures the integrity of the organization's financial records, compliance with applicable accounting standards and regulatory requirements, and timely production of financial information to support organizational decision-making. The Controller serves as the organization's primary accounting officer and partners closely with the Chief Financial Officer, Director of Finance Operations, Director of Financial Planning & Analysis, external auditors, investment advisors, actuaries, legal counsel, and other organizational leaders. Primary Responsibilities Financial Accounting and Reporting • Oversee the general ledger, chart of accounts, and financial reporting processes., • Ensure all transactions are recorded in accordance with Generally Accepted Accounting Principles (GAAP)., • Lead the monthly, quarterly, and annual financial close processes., • Prepare and review monthly financial statements and supporting schedules., • Maintain accounting policies and procedures., • Draft and maintain technical accounting memoranda documenting accounting treatment of significant transactions under ASC 958, ASC 606, and other relevant accounting guidance., • Provide accounting guidance to departments regarding complex or unusual transactions. Audit and Regulatory Reporting • Lead all external audits, including:, • Annual financial statement audit, • Retirement Plan audits, • 403(b) Plan audits, • Regulatory audits, • Union audits, • Coordinate preparation of audit schedules and supporting documentation., • Serve as primary liaison with external auditors and regulatory agencies., • Implement recommendations resulting from audits and reviews. Treasury and Investments • Oversee treasury operations and cash management activities., • Monitor organizational liquidity and capital requirements., • Evaluate cash flow projections and funding needs., • Oversee investment accounting and reporting., • Monitor investment performance reporting for:, • Endowment funds, • Retirement Plan assets, • Other investment pools, • Coordinate with external investment managers regarding transactions and reporting., • Ensure proper accounting and reporting for alternative investments and split-interest agreements. Tax and Compliance • Oversee preparation and filing of:, • Form 990, • Form 990-T, • Form 5500, • State registrations, • Sales and use tax filings, • Escheat filings, • Excise tax filings, • Census and regulatory reporting, • Advise on payroll tax filings, • Ensure compliance with nonprofit accounting and reporting requirements., • Monitor restricted funds and endowment activity to ensure donor compliance., • Collaborate with Development, Legal, and program staff regarding donor restrictions and net asset classifications., • Manage debt compliance and related reporting requirements., • Support negotiations and ongoing administration of credit facilities., • Ensure compliance with bond, banking, and rating agency requirements. Internal Controls and Risk Management • Design, maintain, and monitor financial internal controls., • Establish accounting policies and procedures that protect organizational assets., • Partner with the Director of Finance Operations to ensure effective operational controls throughout finance processes., • Support organizational risk management initiatives., • Collaborate with Legal regarding insurance programs and related financial reporting. Retirement and Benefit Plan Accounting • Oversee accounting and reporting related to retirement and benefit plans., • Partner with actuaries regarding pension valuations and projections., • Ensure compliance with pension accounting and reporting requirements. Leadership and Organizational Support • Manage and develop accounting and compliance staff., • Provide information and presentations to the Board Audit Committee, Finance Committee, and Investment Committee., • Partner with the Director of Financial Planning & Analysis regarding financial results and forecasting., • Serve as a strategic advisor to the CFO on accounting, compliance, and financial stewardship matters.Skills and Qualifications, • Bachelor's degree in Accounting required., • CPA required., • Minimum 10 years of progressively responsible accounting experience., • Minimum 5 years of management experience., • Strong technical accounting expertise, particularly nonprofit accounting., • Significant experience with audits, financial reporting, tax compliance, and treasury management., • Experience working with ERP systems and financial reporting tools., • Excellent analytical, communication, and leadership skills.The Metropolitan Opera is an equal opportunity employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and existing employees without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, citizenship status, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, or any protected category prohibited by local, state or federal laws. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings INSTITUTIONAL FIXED INCOME SALES GENERALIST or CREDIT SPECIALIST (Investment Grade & High Yield) Open to any of our existing office locations: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles, CA | San Francisco, CA | Portland, OR | Cleveland, OH Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform. NOTE: Only experienced candidates with relationships and a book of business will be considered. Essential Responsibilities • Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships., • Maintain an in-depth understanding of your client's workflow for direct execution across Credit and Rates markets, helping further our proprietary electronic trading franchise., • Build and preserve valuable, trusted relationships with institutional clients., • Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences., • Respond effectively and rapidly to client inquiries pertaining to trading and pricing., • Institutionalize your client relationships by coordinating seamlessly across our internal fixed income sales, trading, and syndicate teams., • Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders., • Provide detailed feedback to our internal sales and product management teams to continuously anticipate and meet your client's evolving needs., • Operate as a self-motivated professional who excels both independently and within a collaborative team structure., • Bring a strong willingness to solve problems, exceptional time management, sharp organization skills, and a baseline desire to outperform goals., • Report directly to the Head of Fixed Income Sales. Required Qualifications • 3+ years of direct experience in Institutional Fixed Income Sales., • Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered)., • Active FINRA Series 7 and 63 licenses are required., • Bachelor's degree., • Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity., • Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business. Base Salary Range: $100,000-$150,000 Incentive: Draw + Commissions All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

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 US in New York and Philadelphia, with employees across 25+ states, as well as in London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements and more. YOUR ROLE We are hiring a Director, Integrated Investment in a full time temporary role through August (benefits eligible). As a champion of media investment, the Director is responsible for delivering a level of innovation and excellence in work. The Director's responsibility is in oversight of client media investment oversight: Video/CTV > Display > Local TV/Audio > OOH/Print > Ad Ops > Programmatic > Search > Social • Engagement in Enterprise Partnership Program (EPP), • Lead Agency Negotiator, Client voice & potential New Business, • Consummate communicator Client, Account team and Investment Leadership The focus is leading the One Marketplace team across direct buys, biddable, offline, procurement - ensuring you bring all channels into one cohesive team and optimal media investment approach. The Director is the steward of the investment product that is delivered to each client, providing strategic leadership based on an in-depth understanding of each clients' business, their target consumer and unique category dynamics. This requires expertise in all aspects of media including comms strategy/planning, media planning, media activation/stewardship, media measurement, and performance analytics. While investment stewardship is the Director's core responsibility, participation in other acvities is a must. Such as training teams, supporting rollout of new agency processes, supporting agency enterprise deals, rolling out integrated investment model across teams, and more. At Crossmedia it's more than just doing the job; it's about doing things the right way. Key responsibilities for a Director include: Reliable, ethical & operates in the best interest of Crossmedia & clients. • Leads relationships with clients alongside account leadership, cross functional leadership, and with external partners, • Is fully committed to staff training of team members and serves as a mentor, • Find the best integrated media strategy and approach across buying, bidding, and procuring to get the best pricing and performance for clients, • Develop internal processes to ensure ability to meet cross channel investment needs on businesses Focuses on a quality product, adhering to Crossmedia's high standards. • Has a strong foundation in media planning & buying principles, • Own the investment product with and maintain sound rationale in investment selection decision for each plan, • Fully understands the client's business and challenges, and ensures media KPIs are built directly from these objectives, • Ensure teams across all channels adhere to processes and manage whos doing what by when, • Create overall strategic investment roadmap, media partnerships, learning agendas, innovation, and around-the-corner must-haves and watchouts., • Negotiate and create effective deals and buying solutions and Joint Business Plans for the client, • Have familiarity across all media investment channels (ie privacy regulations, channel trend evolutions, new tech ), • Stays up to date with marketplace offerings and new opportunities, • Maintain close partnership with Planning as well as other departments to put forward the best media plans and outputs for the client, • Maintain sound buys and ensure strong cross channel reporting and insights Personal efforts generate satisfaction – clients, team, company. • Displays a high level of personal dedication and motivation., • Contributes to Crossmedia culture., • Participates in training to enhance their professional growth., • Participates in the recruitment/retention of XM talent., • Effectively troubleshoots team concerns., • Builds esprit de corps through strong team REQUIREMENTS • 6 + years of experience in media investment and campaign management, • A thorough understanding of the media landscape and how it's evolving., • Experience with providing strategic leadership based on an in-depth knowledge of each clients' business, • Advance media product delivered to clients, fueled by a holistic understanding of advertising and media., • Liaison between partner agencies, vendors, in-house client strategy/creative teams, • Leverages deep knowledge of media landscapes and market rates to negotiate cost-efficient, high-impact placements that drive client ROI., • Builds strong relationships with media partners, unlocking premium inventory, added value, and early access to innovative opportunities, • Uses data-driven insights and strategic packaging to craft compelling negotiation points that align with campaign goals and maximize value., • Team management, including managing and mentoring team members. Reviews, performance issues, timely reviews/feedback, active work distribution and fair rotations, • Participation in new business, • Strong listening skills believes good thinking can come from anyone and any place., • A team player willing to compromise their point of view in support of others. This person WILL BE part of a highly successful integrated cross-discipline team Salary range $100k - $145 annually. Commensurate with experience. Compensation is determined on the skills, qualifications and tenure of the applicant. 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. 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 Job Title: Director, Compliance Department: Compliance Reports To: Executive Director FLSA Status: Exempt About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Summary: The Compliance Director is responsible for all aspects of the Fund Office’s compliance with financial and reporting regulations pertaining to the administration of its retirement and health & welfare employee benefit and other (i.e., legal, training) funds. This responsibility includes planning, directing, developing and implementing policies, programs, standards and procedures to ensure compliance with all relevant local, state and federal governmental regulations and requirements. The incumbent remains informed of all plan provisions and current in knowledge about the legal and regulatory environment governing employee benefit plans and; is widely recognized by colleagues and other professionals for technical competence and advisory skills. The Compliance Director reports to the Fund Office’s Executive Director and performs as a member of the Executive Director’s leadership team, providing both strategic and tactical input and guidance to the operation of the Funds as it pertains to compliance and other relevant matters. Integral to the role is ability to effectively set goals for, direct, guide and motivate a compliance unit and staff and; to interact collaboratively with the Board of Trustees, other Fund Administrators, internal departments and a diverse audience of colleagues at all levels inside the Fund Office and with external parties supporting Fund Office activities. Key Job Responsibilities: The Compliance Director’s role has two major facets. One is the day-to-day responsibility for managing the compliance unit, its operation and staff to include facilitating the unit’s continual growth in professional capability in order to enhance its operational effectiveness within the Fund Office. The other is overseeing the quality of the Fund Office’s compliance activities to include implementing initiatives as needed to enforce the compliance of its employee benefit funds. Key responsibilities include but may not be limited to: • Participating with the Fund’s Executive Director, Fund Administrators and Board of Trustees in planning and implementing short- and long-term goals and objectives for the Fund relating to compliance programs, initiatives and needs to include forecasting compliance requirements and preparing an annual budget of planned expenditures., • Monitoring the compliance unit’s progress towards established business and financial goals and initiating corrective action as needed to achieve desired results., • Communicating with the Executive Director, Board of Trustees, special committees, union officials, employers, members, professional advisors (e.g., auditors, attorneys, actuaries, investment managers, investment performance advisors, custodians, third party administrators, insurance carriers, computer system representatives, etc.) and governmental agencies on compliance requirements and; overseeing participant communications to include the development of plan communication material and communication of plan and policy changes as needed., • Establishing and maintaining written compliance-related policies and procedures and implementing such policies and procedures., • Monitoring the Fund Office’s relationship with outside lawyers, tracking litigation activities and facilitating the resolution of issues involving outside lawyers and the Fund Office’s co-counsel., • Managing the employee benefit plan appeals process and providing quality assurance of the controls and processes utilized to facilitate claims appeals to include working with outside lawyers as needed to resolve claims-related issues., • Monitoring overall operation of the pension, annuity and health processing functions and overseeing the performance of service providers responsible for the administration of the health & welfare plan and other funds (i.e., legal, training)., • Monitoring compliance of plan documents with regulatory and legal requirements through the use (and installation of, if needed) internal control systems., • Conducting periodic audits of the Fund’s policies, procedures and operations to identify transactional and systemic problems and, as needed, developing and implementing training and process improvements to bring about compliance., • With the Executive Director, Fund Administrators, Fund Auditors and Legal Counsel, overseeing governmental compliance testing, reporting and filings (e.g., tax, 5500 forms, participant notices, etc.)., • Tracking laws and regulations and; maintaining contact with external industry contacts and professional organizations as a means of keeping current on regulatory events, trends and other related situations that could affect the Fund’s benefit plans and operations. Key Experience Requirements: • Minimum of a Bachelor’s Degree. Law or other relevant advanced degree is desirable., • Minimum of 12-15 years of employee benefits related regulatory and/or compliance experience to include accountability for leading or providing significant leadership- oriented support to a relevant function/unit to include direct involvement with executive-level decision making, interaction with Trustees and/or top-level management and contact with outside financial, legal, actuarial and other professional advisors and service providers. Union environment experience desirable., • Broad-based knowledge of, if not expertise in; the legal, regulatory and related administrative aspects of human resource, pension and health & welfare benefit plans and programs to include contractual laws and regulations pertaining to ERISA, HIPPA, IRC and other relevant fiduciary responsibilities and requirements., • Proficiency in relevant computer applications and software to include automated claims processing and benefits administration systems., • Excellent communication skills (oral/written) with ability to relate to and influence diverse audiences., • Excellent interpersonal skills with ability to interact and collaborate with diverse groups throughout and external to the Fund., • Demonstrated record of accomplishment in identifying quality and operational improvement needs and, developing solutions and implementing action and/or change in response. Critical Success Factors and Behavior: • Technical Competence:, • Depth and breadth of knowledge in relevant concepts, applications, services, processes and products. • Analytical ability and approach to identifying and diagnosing problems and their solutions. • Proficiency in relevant computer applications and software., • Project management skills to include planning, budgeting, controlling quality assurance and delivery. • Orientation to consistently achieving high quality outcomes., • Achiever Orientation:, • Determining what needs to be done, following through to completion, anticipating and going beyond what is expected. • Knowing self-limits and consistently working to improve own efficiency., • Establishing high standards of professionalism, setting and achieving professional and personal goals, owning responsibility for self-development and the development of others. • Persistency in achieving desired results, holding self and others accountable., • Business Acumen:, • Awareness of external best practices and trends in specialty area and working to import relevant new concepts and approaches. • Awareness of one’s function and its impact on the operating efficiency and profitability of the organization. • Analyzing the consequences of decisions and actions before acting and exercising good judgment in determining when and how much risk should be taken. • Demonstrating a clear commitment to the organization’s well-being, acting as a positive role model for others, taking and encouraging action to grow an organization’s business and/or its effectiveness. • Organization Awareness:, • Understanding and effectively operating within the culture, climate and politics of an organization. • Identifying who the real decision makers are and the individuals who can influence them. • Recognizing unspoken organizational limitations and, what is/is not possible at certain times and in certain circumstances. • Predicting how new and/or external events and situations will affect individuals and groups within an organization. • Change Leadership:, • Ensuring that the right people and/or processes are in place to produce excellent business results. • Defining and/or raising the bar on performance levels of individuals and/or groups., • Defining and articulating a plan or clear set of objectives in a compelling manner that fosters a consistent understanding across diverse groups.

Job Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company's institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams. The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives. Duties and Responsibilities Inforce Management/Asset Liability Management (ALM) • Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions., • Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes., • Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency., • Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives., • Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues. Strategic Asset Allocation (SAA)/New Business Planning • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company's institutional business lines and offshore reinsurance entities., • Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity., • Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives., • Provide analytical support for pricing, new business onboarding, and long-term portfolio planning. Tactical Asset Allocation (TAA) • Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations., • Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions. Investment Operations & Stakeholder Coordination • Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely., • Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign., • Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports., • Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning., • Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis., • Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis., • Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs., • Assist in the development and informal mentoring of analysts or interns, as appropriate., • Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth., • Proactively identify and lead new strategic initiatives across the institutional investment team, including model enhancements, process improvements, and analytical frameworks that expand team capabilities and support senior leadership decision-making. Experience and Education Requirements • Bachelor's degree in mathematics, economics, investments or related field, • 10+ years of investment-related experience, • CFA and/or ASA designation preferable Knowledge, Skills & Abilities • Advanced technical and financial modeling skills with the ability to automate/streamline current processes, • Effective verbal and written communication skills, • Superior analytical and problem-solving skills, • Proficiency in MS Excel and PowerPoint, • Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #LI-JB1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com. Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job DescriptionSalary: $110,000.00-$125,000.00 Functional Title: Real Asset Investment Associate Corporate Title: Associate Department: Alternatives, Real Asset Investments Reports To: Head of Real Asset Investments Overtime Eligible (Y/N): N (Exempt) Position Summary Nippon Life Global Investors Americas (NLGIA) is seeking an Associate to support its rapidly expanding real assets portfolio covering the U.S. and Europe. The ideal candidate will have a basic understanding of either real estate, infrastructure and/or agriculture investments and have experience in research and report preparation. Experience with commingled fund investing is beneficial. The position is based in Midtown New York. NLGIA is an investment management subsidiary of Nippon Life Insurance Company in Japan focused on managing foreign investments for the general account. Nippon Life Insurance Company is one of the largest insurance companies globally with over $650 billion of assets. Essential Duties/Function: • Manage and produce reporting on a monthly and quarterly basis for existing portfolio of investments to monitor portfolio performance., • Prepare real assets and macroeconomic research to present to senior management., • Assist in the diligence of investments in real asset focused commingled funds alongside other team members, as needed., • Participate in meetings and/or site visits to meet with team members across each managers platform and tour representative assets for the proposed strategy, as needed., • Facilitate operations team in managing investment related activities., • Engage in implementation of ESG initiatives and measurement across portfolio., • Maintain frequent contact with offices in London and Tokyo., • Miscellaneous duties as assigned. Experience/Qualifications: • Strong academic background including Bachelor's degree, preferably in finance, real estate, or other related field., • 2-3 years of relevant experience in real assets at an institutional investor (including insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant or investment manager., • Understanding of financial metrics and concepts., • Experience and professional manner in interacting directly in-person with senior members of the investment community., • Strong command of MS Office software, advanced Excel and financial modeling applications; proficiency with related automated research tools required. Experience writing Excel Macros to automate and enhance reporting processes would be helpful., • Working experience with Power BI, including developing and customizing reports using DAX formulas and Power Query for data transformation and visualization preferrable., • Excellent organizational, business writing and verbal communication skills., • Detail oriented, proactive and able to excel in a highly collaborative global team., • A flexible team player able to adapt to change. The expected annual base salary for this position ranges from $110,000.00-$125,000.00. 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 based on qualitative and quantitative performance factors. In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package* which includes the following: • Medical, Dental, and Vision Insurance Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company, • 401k match and Money Purchase Plan (fully company-funded), • Life Insurance fully employer-paid premiums for Basic Life Coverage, • Health Savings Account (HSA) for HDHP participants with annual employer contribution, • Short-Term (including Salary Continuation) and Long-Term Disability Benefits, • Pre-tax Commuter Benefits, • Up to 6 weeks of fully-paid Parental Leave, • Tuition/Education Reimbursement up to $5,250 per year, • Current Hybrid Work Arrangements (3 days in-office), • 11 Paid Holidays in addition to vacation days, floating days and paid sick time, • Employee Assistance Program, • Paid Volunteer Day and group volunteer opportunities, • Matching Gift Donation Program, • Company-sponsored events and weekly lunches, • Free onsite beverages and snacks *The benefits and programs described above are subject to change at any time and may vary based on role, tenure, or other business considerations. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. This document is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required by the incumbents. Job responsibilities are subject to change, with or without notice. All employees may be required to perform duties outside of their normal responsibilities at any time at the Companys sole discretion. This document does not constitute a contract of employment with you of any kind, express or implied for any duration, or with respect to any of its stated or omitted terms. As described in the Companys employee handbook, the Company reserves the right to terminate your employment with or without cause, notice or reason at any time at its sole discretion. NLGIA is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, sex, gender (including gender identity and gender expression), national origin, citizenship, immigration status, age, disability, sexual orientation, military or veteran status, genetic information, sexual or other reproductive health decisions, or any other characteristic protected by applicable federal, state or local law. During the application process and, if hired, during employment, I agree to participate (if so requested by the Company and as not prohibited by applicable law) in testing to determine whether employees are under the influence of controlled drugs or illegal substances. Such tests or examinations will be performed by qualified professionals selected by the Company. This submission of my application attests to the fact that the information that I have provided on my application, resume, given verbally, or providedon any other materials, is true and complete to the best of my knowledge and also constitutes authority to verify any and allinformation submitted on this application. I understand that any misrepresentation or omission of any fact in my application,resume or any other materials, or during any interviews, can be justification for refusal of employment, or, if employed,termination from the Companys employ.The Company or its agents may seek to verify the information on this application. As such, I hereby authorize the Company orits agents to contact any former employer or any representative of any other organization to which I have made reference in thisapplication, and I hereby authorize said employer and/or representative to provide information to the Company on my behalf.I also affirm that I have not signed any kind of restrictive document creating any obligation to any former employer that wouldrestrict my acceptance of employment with the Company in the position I am seeking.I understand that this application is not an employment contract for any specific length of time between the Company and me, and that in the event I am hired, my employment will be at will and either the Company or I can terminate my employment with or without cause and with or without notice at any time. The Company may, at its sole discretion, hold in abeyance or revoke, amend or modify, abridge or change any benefit, policy practice, condition or process affecting its employees. I acknowledge that I have read all of the above statements, and that I understand them.

Job Description Mutual of America Financial Group / Capital Management Job Title: Vice President, Equity Research Analyst 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: Mutual of America Capital Management is seeking an experienced Equity Research Analyst to join our investment team. We are looking for a sector specialist with 4+ years of experience to assume primary coverage of a specific industry within the Small and Mid-Capitalization US market. The ideal candidate will bring a defined coverage universe and a proven research process, with the ability to identify investment opportunities across both Growth and Value investment styles. Responsibilities: • Assume primary research responsibility for a designated sector (open to candidate’s area of expertise)., • Generate high-conviction investment ideas through rigorous bottom-up fundamental analysis., • Build and maintain detailed financial models to project earnings and cash flow., • Develop relationships with company management teams and attend industry conferences to gain differentiated insights., • Communicate investment recommendations and sector views directly to Portfolio Managers., • Monitor industry trends and regulatory developments that impact portfolio holdings., • Collaborate with the broader investment team to share insights and best practices. Required Qualifications: • 4+ years of buy-side or sell-side equity research experience., • Established track record of stock selection and thesis generation., • Existing coverage of a specific sector with a knowledge of the SMID-cap landscape., • Ability to work autonomously and manage a dedicated coverage list., • Flexible investment approach with the ability to analyze opportunities across value and growth frameworks., • Exceptional analytical and communication skills. 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: 28 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: $176,000 - $265,000 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 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 US in New York and Philadelphia, with employees across 25+ states, as well as in London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements and more. YOUR ROLE Crossmedia is building XMOS: a unified operating system that connects how our teams plan, buy, report, and optimize media across every client. The Product Analyst sits at the center of this effort, embedded in our XMOS Portal workstream and reporting to the XMOS Product Owner. Your job is to understand how people actually work across the agency - Planning, Investment, Programmatic, Analytics, Ad Operations, Media Operations, Finance - and translate those workflows into clear, actionable product requirements that shape what the platform becomes. You are the person who sits with practitioners, maps how work really flows (not how org charts say it should), and ensures the portal reflects and improves the real operating reality of the business. This is a discovery-driven role. You will spend significant time in the field: interviewing teams, observing processes, identifying friction, and surfacing opportunities that would otherwise stay invisible. The workflows you document and the requirements you write will directly inform the portal's product roadmap. While your primary home is the XMOS Portal workstream, the work naturally intersects with our Foundational Data and AI & Automation workstreams. You will maintain structured touchpoints with both, ensuring that the portal requirements you surface account for data infrastructure dependencies and automation opportunities, and that those teams have visibility into the workflow context they need. RESPONSIBILITIES Workflow Discovery & Process Mapping • Conduct structured interviews and working sessions with teams across Planning, Investment, Analytics, Ad Operations, Media Operations and Finance to map end-to-end workflows as they actually operate today, • Create and maintain process documentation (swimlane diagrams, service blueprints, journey maps) that captures cross-functional handoffs, decision points, data dependencies, and pain points, • Identify patterns across teams, where workflows converge, where they diverge for good reasons, and where divergence is just accumulated drift, • Build and sustain trusted relationships with functional leads and practitioners so that discovery is collaborative, not extractive Product Requirements & Backlog Development • Translate workflow insights into well-structured product requirements, user stories, acceptance criteria, and functional specifications that a development team can build from, • Partner with the XMOS Product Owner to prioritize the portal backlog based on user impact, technical feasibility, and strategic alignment, • Validate requirements with the practitioners who surfaced them, close the loop so teams see their input reflected in what gets built, • Maintain a living requirements repository that evolves as workflows change and new clients onboard Cross-Workstream Coordination • Maintain defined touchpoints with the Foundational Data workstream to ensure portal requirements account for data availability, taxonomy standards, and infrastructure timelines, • Coordinate with the AI & Automation workstream to identify workflows ripe for automation and ensure the portal surfaces AI-driven capabilities where they create the most value, • Serve as the workflow context expert that both adjacent workstreams can draw on — you hold the map of how the business operates, which is essential context for infrastructure and automation decisions Product Analytics & Adoption • Define and track adoption metrics for portal features post-launch — usage patterns, friction points, feature engagement, • Use data to validate whether what was built actually solved the problem that was discovered, close the feedback loop between discovery and delivery, • Identify underutilized capabilities and work with the Product Owner to determine whether the gap is awareness, usability, or fit Why This Role Matters XMOS is how Crossmedia operates. The portal is the surface where every team interacts with the platform. If the portal doesn't reflect how people actually work, adoption stalls and the investment in infrastructure and automation underneath it loses its impact. This role ensures the platform is built from the ground up on real operational truth, not assumptions about how work should flow. You'll be joining at a formative moment. The architecture is being defined, the workstreams are active, and the decisions made in the next 12 months will determine how the platform scales. The workflows you map and the requirements you write will shape XMOS for years. REQUIREMENTS • 2-3 years of experience in product analysis, business analysis, or a similar role where the core work was understanding how organizations operate and translating that into product or systems requirements, • Demonstrated ability to conduct stakeholder interviews and synthesize qualitative input from people with varying levels of technical fluency, you can talk to a media planner and a data engineer in the same afternoon and extract useful signal from both, • Experience creating process documentation (swimlane diagrams, user journey maps, service blueprints) that is clear, actionable, and actually gets used, • Strong product requirements writing: user stories, acceptance criteria, functional specs that a development team can build against without ambiguity, • Comfort working within agile product development workflows and contributing to backlog prioritization alongside a Product Owner, • Data literacy: you can read an ERD, understand data flows, and discuss API integration points intelligently; you don't need to write SQL, but you need to know what questions to ask about data PREFERRED • Experience in media, advertising, or marketing technology — familiarity with planning, buying, and reporting workflows is a significant advantage, • Exposure to product analytics tools (Mixpanel, Amplitude, Pendo, or similar) for measuring feature adoption and user behavior, • Experience working in environments where technology is being built to serve non-technical end users; you understand the translation layer required, • Familiarity with data platforms (Snowflake, Tableau, or similar BI/analytics stacks) at a conceptual level 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. 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 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 US in New York and Philadelphia, with employees across 25+ states, as well as in London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Edible Arrangements and more. YOUR ROLE: We are seeking a Buyer, Integrated Investment for a full time temporary role to run through August (benefits eligible). The Buyer oversees tactical planning, execution and reporting of campaigns. They utilize their knowledge of the media marketplace and media channels to brainstorm and ideate new activations and vendors for media campaigns. A successful Buyer is resourceful, organized, and energetic throughout the planning process. A strong communicator, you are comfortable in a fast-paced industry and handling multiple projects. At Crossmedia, it's more than just doing the job, it's about doing things the right way and living our values of Trust, Reason, and Happiness, day in and day out. This is what those values mean for a Buyer at Crossmedia. Reliable, ethical & operates in the best interest of Crossmedia & clients • Maintains a base-level knowledge of buying for both online and offline media channels: Digital (Banners, Audio, Video) Search, Social, TV, Radio, OOH [Out-of-Home], Print., • Owns vendor communications and developing relationships with clients., • Manages RFP process: developing partner consideration sets, putting together RFPs, and managing conversations & RFP development with partners., • Collaborates on the buying of media, vendor contracts, budget management by individual platforms, billing/invoicing for media campaigns., • Leads knowledge of media buying tools to execute plans and buys- Freewheel, SBMS/Adazzle, GCM & MOAT/IAS, GCM, Datorama, Tableau etc., • Applies principles of negotiation to ensure discounts and added value, • First 'gatekeeper' and reviewer for Assistant's work., • Ensures smooth campaign launch & execution and communicates updates internally and externally., • Deep understanding of the Digital media trafficking process, • Performs weekly pacing and monitoring of campaign performance Focuses on a quality product, adhering to Crossmedia's high standards • Fully comprehends media strategy and tactical details., • Supports Supervisor/Director in the development of media approach, • Proactively encourages media + creative integration through cross-agency presentations and timelines, • Validates accuracy of data use for reporting, • Develops media POVs for clients, • Encourages thinking outside of the box., • Stays up to date with marketplace offerings and new opportunities Personal efforts generate satisfaction – clients, team, company • Participates in training to enhance their professional growth., • Mentors Assistant Buyers; provides ongoing feedback and reviews to guide growth., • Displays a high level of personal dedication and motivation., • Positively contributes to our culture., • Troubleshoots team issues and concerns., • Builds esprit de corps through strong team communication. REQUIREMENTS • 2 years of experience in a media investment/buying role across online and/or offline channels, including campaign execution and managemen (Digital - Display, Audio, Video), Search, Social, and Traditional (TV, Radio, OOH, Print)., • Proficiency with media tools and platforms such as Freewheel, SBMS/Adazzle, GCM, MOAT/IAS, Tableau,, • Strong project and campaign management skills, including RFP development, vendor negotiations, trafficking, and pacing/reporting., • Effective communication and collaboration skills—able to manage vendor relationships, support internal teams, and clearly articulate media strategies., • Ability to mentor junior team members . 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. 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 Recognised as a Great Place to Work, ITRS is an Enterprise SaaS provider with industry-leading solutions. Our prestigious customer base includes 90% of the world's top investment banks. We are backed by leading private equity investors and are rapidly growing. Our headquarters are in Shoreditch - London's tech hub – with offices in other UK and global locations from the Netherlands to Manila, NYC and Florida. We pride ourselves on a diverse, friendly, dynamic culture - with a focus on internal promotion and developing our people. Scope of Role This is a front-line presales position working alongside our global sales teams, to drive new logo growth in the US and servicing the world's largest financial services organisation; including 9 of the top 10 Investment Banks. You'll own the technical presales process end-to-end, from first demo through proof of value to close. You'll be in the room with CIOs, CTOs, and Heads of Technology Infrastructure, articulating how ITRS solves problems that generalist observability vendors can't. And you'll have direct influence on product direction - what you hear from customers shapes what we build. You will report to the Global Head of Customer Solutions Engineering and work closely with Sales, Customer Success, Product, and Engineering. This is a permanent, full time contract. You will work from our New York office on a hybrid-work schedule, paying a salary range of $150,000 - £180,000 per annum plus commission. As a Customer Solutions Engineer, you will: Own the Technical Sale • Lead technical presentations and product demonstrations to CXO-level and VP-level audiences within major enterprise accounts and prospects., • Run key client engagements to drive adoption of ITRS Analytics, our leading product platform., • Translate client requirements into practical solution architectures using the ITRS product portfolio, leading with Geneos powered by ITRS Analytics, • Design and execute Proof of Values that build client confidence and accelerate deal closure, coordinating logistics across internal teams and partners., • Position ITRS against competitive offerings (Dynatrace, Splunk, Datadog and OpenSource) with clarity on our differentiation in capital markets infrastructure., • Develop creative technical approaches to overcome objections and address edge-case requirements during the sales cycle. Be the Product Authority • Become the subject matter expert on ITRS Analytics, Geneos, and DEM., • Provide technical input to RFP and RFI responses., • Represent ITRS at conferences, seminars, and field events. Support Strategic Account Growth • Provide SME support for key accounts, working with Customer Success to identify areas for expansion and ultimately upsell opportunities., • Travel regionally for client meetings, PoVs, and marketing events. Requirements • 3+ years in a Customer Solutions Engineering, Presales, or Sales Engineering role in enterprise software., • Hands-on experience with infrastructure monitoring or observability tools (e.g., Geneos, Dynatrace, AppDynamics, Datadog, Splunk, Nagios)., • Working knowledge of SRE concepts - SLOs, SLIs, error budgets, on-call/incident workflows, and postmortems - and how they connect to monitoring and alerting in production. Can explain why those practices matter in enterprise environments without needing to be a dedicated SRE practitioner., • Demonstrate excellent communication by explaining technical concepts in accessible terms to non-technical stakeholders, presenting complex solutions with clarity and business relevance to senior executives, and holding your own in deep-dive technical workshops with architects and engineers., • Kubernetes, Linux and Windows administration skills sufficient to perform software installations and troubleshoot technical issues., • Scripting and programming experience (e.g., Shell, Python, Java)., • Foundational knowledge of networking, databases, and query languages. Preferred • Experience in financial services technology - application support, trading infrastructure, or market data systems., • Familiarity with distributed systems, capacity management, cloud-native architectures, or microservices., • Experience using AI-assisted development and workflow tools (e.g., Cursor, Claude, GitHub Copilot, MCP integrations)., • Exposure to Digital Experience Monitoring or end-user experience management Benefits • Health Insurance and Dental Health Cover for you and your dependants, • Employer Pension or 401(k), • Flexible Hybrid Working, • Enhanced Parental Leave, • Travel Insurance, • Life Assurance, • Income Protection, • Referral Bonus, • Buy and Sell Holiday, • Training Reimbursement ITRS is an Equal Opportunity employer and Inclusion is part of our everyday life. We celebrate diversity and pride ourselves on providing an environment where all employees can be their authentic selves and have a voice, allowing everyone to contribute equally. We remain committed to advocating inclusion, diversity, and equality into our ITRS family as we grow and enrich our business. We welcome applications from everyone in the community as we recognise that a diverse workforce is a stronger workforce.

Job DescriptionAre 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 Cobble Hill Health Center is seeking an experienced and driven Controller to oversee and manage all financial operations across our skilled nursing facility (SNF) and certified home health agency (CHHA). This hands-on leadership role is responsible for ensuring the accuracy and timeliness of all accounting operations, maintaining strong financial controls, and supporting regulatory compliance in a fast-paced healthcare environment. The ideal candidate will possess strong healthcare finance knowledge, exceptional leadership skills, and the ability to thrive in a detail-oriented environment while ensuring financial integrity and operational efficiency. This is an excellent opportunity for a finance professional looking to make a meaningful impact within a respected healthcare organization dedicated to providing exceptional care. Responsibilities • Oversee all accounting operations including general ledger, accounts payable, payroll, cash management, and financial reporting across multiple healthcare entities, • Own and manage the monthly close process, ensuring reconciled and accurate trial balances are completed on schedule, • Prepare monthly, quarterly, and annual financial statements and reports, • Manage budgeting, forecasting, and financial planning processes, • Maintain audit-ready documentation for all journal entries, reconciliations, and regulatory filings, • Review and approve weekly check runs, wires, and cash disbursements while ensuring proper approvals and GL coding, • Monitor cash flow, banking relationships, and financial controls, • Review payroll, benefits, accruals, and employer contributions to ensure accuracy and proper accounting treatment, • Prepare and submit quarterly payroll tax filings including Form 941 and NYS-45 reconciliations, • Ensure accurate intercompany accounting, allocations, accruals, and eliminations between entities, • Post monthly billing, cash receipts, bank activity, investment entries, and recurring journal entries to the general ledger, • Review and approve reconciliations prepared by accounting staff including AP, payroll, bank, and intercompany accounts, • Coordinate audits and work closely with external auditors, consultants, and regulatory agencies, • Prepare schedules and supporting documentation for annual Medicare Cost Reports, financial statement audits, pension audits, and insurance reporting, • Calculate and submit monthly New York State Cash Receipts Assessment reports, • Analyze financial data and provide strategic recommendations to executive leadership, • Maintain internal controls and implement process improvements where necessary, • Supervise, mentor, and develop accounting and finance staff, • Collaborate with department leaders to support operational and financial goals Qualifications • Bachelor's degree in Accounting, Finance, or related field required, • CPA strongly preferred, • Minimum of 7 years of progressive accounting experience including leadership responsibilities, • Minimum of 2 years in a Controller, Assistant Controller, or comparable leadership role preferred, • Healthcare experience required, • Nursing home or long-term care experience preferred but not required, • Experience working within skilled nursing facilities (SNF) and/or certified home health agencies (CHHA) strongly preferred, • Strong knowledge of healthcare financial operations, budgeting, multi-entity accounting, and intercompany accounting, • Experience with Medicare Cost Reports, NYS Cash Receipts Assessment, RHCF-4 reporting, and reimbursement processes preferred, • Familiarity with union payroll, benefit remittances, and collective bargaining agreement calculations preferred, • Advanced proficiency in Microsoft Excel and accounting software required, • Experience with Power BI, SQL, or finance reporting automation tools preferred, • Excellent organizational, analytical, and problem-solving skills, • Strong leadership and communication abilities, • Ability to maintain confidentiality and manage sensitive financial information with discretion Benefits • Competitive salary ranging from $170,000 - $180,000 annually, • Comprehensive benefits package, • Paid time off, • Opportunities for professional growth and advancement, • Supportive and collaborative work environment Cobble Hill Health Center is an equal opportunity employer. Job Posted by ApplicantPro

Job Description Position: Vice President of Finance Department: Abacus Finance Reports To: Executive Leadership Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY About: Abacus Finance Group, LLC is a leading direct lending and private credit investment firm providing tailored, cash-flow-based senior secured debt solutions to private-equity-sponsored lower-middle-market companies. Headquartered in New York with a significant operating presence in Portsmouth, New Hampshire, Abacus continues to expand its credit platform, including SBIC-licensed investment vehicles. Position Summary: The Vice President of Finance is a senior leadership role responsible for overseeing fund accounting, financial reporting, partnership economics, finance operations, and SBIC regulatory financial oversight across all Abacus investment vehicles and GP entities. Key responsibilities include: • Own daily fund accounting operations, capital calls, distributions, allocations, waterfalls, and GP economics, • Lead financial reporting, audits, tax coordination, and third-party administrators, • Provide transaction and funds-flow oversight for acquisitions and exits, • Oversee SBIC regulatory compliance, Form 468 filings, leverage monitoring, and SBA examinations, • Partner with Investor Relations on LP reporting and fundraising support, • Drive process improvement, controls, and team development Qualifications: • Bachelor's degree in related field preferred, • 8+ years of private credit, PE, or SBIC fund finance experience, • Deep partnership accounting and regulatory knowledge, • CPA preferred Compensation: • Total compensation package of $175,000 - $200,000 including pension plan, health benefits, and 401K. The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its subsidiaries and/or affiliates. Emigrant Bank and its subsidiaries and/or affiliates retains and reserves any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$175,000—$200,000 USD

Job DescriptionQuix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally respected environment. About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a high-performing team. This position involves working closely with clients to deliver strategic tax solutions that address evolving business and compliance challenges. Key responsibilities include: • Managing and overseeing tax compliance obligations for multinational and local clients., • Advising on cross-border tax strategies and responding to regulatory inquiries., • Developing and implementing tax planning strategies that support client business objectives., • Assisting with projects such as tax reporting, corporate strategy, transfer pricing, and mergers and acquisitions. This role combines hands-on client engagement with opportunities to refine your technical and leadership skills in a supportive and collaborative setting. Key Responsibilities • Manage multiple client engagements, reporting directly to Managers and above., • Lead and train junior staff, fostering technical expertise and professional growth., • Build and sustain strong client relationships to deliver tailored solutions., • Stay informed about local and global tax issues, particularly in the asset and wealth management sector., • Actively participate in business development initiatives and internal branding activities., • Contribute to the continuous improvement of team processes and service delivery.Qualifications and Skills The ideal candidate will possess: • A Bachelor’s degree in Accounting, Finance, or a related field (required)., • A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred)., • Relevant tax experience in U.S. partnership and/or corporate tax (required)., • Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds., • Strong analytical, problem-solving, and leadership abilities., • Exceptional communication and interpersonal skills to effectively manage clients and teams.Why the Cayman Islands? The Cayman Islands offers a unique blend of professional advancement and lifestyle benefits: • No Direct Taxes: Maximize financial benefits with no income tax., • Global Financial Hub: Engage with leading clients in fund and wealth management industries., • Tropical Paradise: Enjoy pristine beaches, a vibrant multicultural community, and year-round warm weather., • Work-Life Balance: Pair a fulfilling career with unparalleled leisure activities like diving, fine dining, and cultural events.Benefits & Relocation Package Our client ensures a smooth transition to the Cayman Islands with a comprehensive relocation package that includes: • Competitive salary and a full benefits package, including medical insurance for you and your dependents., • Relocation support covering flights, accommodation, and transportation for you and your family., • Pension contributions and a generous vacation allowance, including holiday closures. This role is ideal for tax professionals seeking to elevate their careers in a premier global setting while enjoying the exceptional lifestyle of the Cayman Islands. Confidentiality Statement Quix Recruitment is committed to maintaining the highest level of confidentiality throughout the recruitment process. Your application will remain private and will not be shared with your current employer or the hiring company without your explicit consent. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes and will not be shared with third parties without your consent.

Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages $11 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations, the Director of Investor Relations will play a leadership role in the strategic direction and execution of ARCHIMED's global capital formation and LP engagement efforts. This is a senior, high-visibility position with direct exposure to the firm's Partners and leadership, significant LP-facing responsibility and ownership of material components of the IR function. FUNDRAISING LEADERSHIP Partner with the Head of Investor Relations and firm leadership to shape fundraising strategy across flagship funds, co-investment vehicles and GP-led secondaries, including market positioning, investor segmentation and campaign sequencing. Own the end-to-end production of institutional-quality fundraising materials (PPM, DDQ, pitch decks, VDR, track record analytics) and manage the legal and structural workstreams alongside external counsel and service providers. Serve as a senior external voice for the firm. Represent ARCHIMED at investor conferences, industry events and LP meetings, and articulate the firm's strategy, performance and impact thesis with credibility and precision. Build, deepen and independently manage a portfolio of global LP relationships across sovereign wealth funds, pension plans, insurance companies, endowments, foundations, fund of funds, family offices and consultants. Identify and cultivate new pools of capital to support the firm's growth trajectory. Lead select roadshows, drive pipeline development and hold direct accountability for LP commitments and conversion metrics. IR FUNCTION OWNERSHIP Oversee the operation of the firm's IR program, including quarterly and annual fund and co-investment reporting in partnership with Finance, Impact and Investment Teams. Own LP servicing including capital calls, distributions, information requests, secondary transfers and bespoke LP workstreams, and establish the standards and playbooks that scale with AUM growth. Lead the planning and delivery of the Investor AGM and other flagship LP events in close coordination with the Communications team. Mentor and develop junior IR team members and contribute to the build-out of the function as the platform grows. CO-INVESTMENTS, GP-LED SECONDARIES AND STRATEGIC VEHICLES Drive the firm's co-investment program with existing LPs and the broader institutional community, working alongside deal teams to syndicate opportunities efficiently and on favorable terms. Contribute to the strategic evolution of ARCHIMED's fund platform by structuring and leading GP-led secondaries, continuation vehicles and other bespoke capital solutions where appropriate. Requirements • Senior IR professional with approximately 10 to 15 years of relevant experience in investor relations, fundraising or LP coverage within private equity or alternative asset management. Prior experience raising institutional capital at scale is essential., • Established network of institutional LP relationships across multiple geographies, with a demonstrated ability to manage complex relationships independently and convert dialogue into commitments., • Strong financial acumen. Fluency with fund structuring, LPA terms, performance metrics (gross and net IRR, TVPI, DPI, PME), portfolio analytics and the quantitative diligence expected by sophisticated LPs., • Deep knowledge of market practice, fund terms, fee structures and the competitive landscape in healthcare and broader PE., • Exceptional communicator. Able to translate complex investment theses, industry dynamics and deal structures into clear, factual narratives for the most sophisticated audiences., • Commercial mindset and entrepreneurial orientation. Capable of identifying new market opportunities, new channels and new product formats to expand AUM., • Proven ability to operate in a fast-paced environment, manage competing priorities and deliver under pressure without sacrificing quality., • Advanced Excel and PowerPoint skills. Fluency with IR CRM systems (Dynamo, Backstop, Altvia or similar) preferred., • Higher education degree in finance, economics or business administration. CFA or MBA a plus., • Embodies ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust. Benefits • Health, Vision and Dental premiums covered 100% by ARCHIMED, • Carried Interest, • August Summer Shutdown, • Winter Shutdown (Christmas - New Years), • Monthly Commute Stipend, • more

Job Description Mutual of America Job Title: Senior Analyst, Financial Planning & Analysis 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 retirement savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums. Provide expertise in the technical support of key planning and analysis solutions including Oracle Planning and the Microsoft business intelligence (BI) platform. Responsibilities: • Assist in the preparation and analysis of annual, quarterly, and monthly plans and forecasts for the company. This includes the company’s fee-based income (advisory & administration), reserve required interest, cashflows and other revenue generating business models., • Assist with the annual expense plan and expense budget submission for our Parent company (Mutual of America), investment advisor (Capital Management LLC) and other subsidiaries. Assist with quarterly/monthly review of expenses/revenue as it relates to these subsidiaries and provide investigation and documentation of variances., • Develop and maintain expert knowledge with Oracle Planning. Assist with the development and improvement of Oracle Planning reports for Corporate Finance and across the company., • Develop and maintain expert knowledge and utilization of business intelligence solutions used by company., • Builds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives., • Performs analysis, research and/or conduct projects as requested by Corporate Finance management., • Responds to ad-hoc requests to address new business processes, policies, and procedures, etc. Required Qualifications: • Bachelor’s Degree, • Expert knowledge of MS business tools (Access / Excel / Word / PowerPoint / Visio / SharePoint), • Working knowledge of business intelligence tools including Oracle Planning and Microsoft BI, • Strong analytical and problem-solving skills, • Strong oral and written communication skills, • Prior experience in a FP&A role 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: $90,640 - $135,960 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 Description About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. Senior IT & InfoSec Engineer About 9fin The world's largest asset class in fixed income operates with the worst data. Technology has revolutionised the equity markets with electronic trading, quant algos and instantaneous news. However, in debt and fixed income, the picture is completely different. Trades are placed over the phone, news is slow, and information is imperfect. Billions of dollars of capital is allocated to companies, projects and investments all over the world - making the best decisions on where to deploy it requires the best information. The debt capital markets behave like it’s still the 1980s, it is the last to be technologized - our mission is to make it happen. We’re rapidly taking market share in the fixed-income data industry with our modern solution that our clients love. 9fin's market-leading technology uses AI to deliver financial, credit & ESG insights more quickly than anyone else. It uses cutting-edge technology to produce fast news and deep-dive predictive analytics. We help our clients win advisory mandates, react to credit trading opportunities faster and, most importantly, save time. Our fast-growing list of clients includes 9 of the top 10 Investment Banks, leading asset managers, hedge funds and law firms. As we continue to expand, IT and information security becomes an increasingly important part of how we grow. We work daily with highly sensitive customer information across the company and are committed to ensuring it is protected throughout its lifecycle. The role 9fin’s, high performing and growing IT & InfoSec department is ready to expand again. We strive to bring best in class services to all 9finners. As a Senior IT & InfoSec Engineer, you will be a key contributor to this initiative working closely with the Head of IT & InfoSec and the rest of the team you will ensure all policies and procedures across information security, compliance and audit processes follow SOC2, ISO:42001 and other frameworks. You’ll need to be able to work independently taking the lead of several key projects from the outset whilst also knowing how to work effectively in a team. This role reports to the Head of IT & InfoSec and involves close collaboration across all business units. Note: 9fin has a separate Engineering Teams, which supports our large team of software engineers with application infrastructure. That however does not limit the scope of this role as we look to deploy modern techniques to our IT and security function leveraging skills from DevOps, SecOps and more. Responsibilities No two days are the same at 9fin. As part of a small high performing team here’s an example of the kind of things you’ll work on: IT Functions Support IT and information security functions at 9fin Support 9fin’s hybrid IT estate utilising JumpCloud & Google Workspace Understand we have a remote / hybrid workforce across six offices London, Belfast, Hong Kong, Chile. Malaysia & New York IT Service Desk Support 9fins modern MDM via tools such as: JumpCloud Google Workspace Support of 9fins physical IT assets (computers, etc.) This will include working closely with our key partners Support our strong SSO/SAML processes Support with endpoint security & patch management Information Security 9fin have a comprehensive information security platform. You will be expected to know and implement industry standards Assist in enforcing all information security policies, guidelines, documentation and processes across 9fin Assist the team in building buy-in with all 9finner’s that IT, Information Security and Compliance is a shared responsibility, key to the long-term success of 9fin Security Certifications Help maintain 9fins clean SOC2:Type2 posture 9fin is currently on track to achieve ISO:42001 Play a key part in determining the next steps in 9fins certification strategy Other Key Areas Helping to maintain compliance with UK GDPR and other data protection initiatives such as DORA, EU:AI Act and others, working closely with the Legal Affairs team Assistance in review of: Penetration testing Vulnerability scans Incident responses About You If you are a talented senior IT & InfoSec Engineer who doesn't wait to be told — who takes ownership of outcomes, brings energy to everything you do, and are comfortable being the face of IT & InfoSec on the ground in New York, including with senior stakeholders up to and including the CEO., we’d love to hear from you. Essential Criteria You'll bring deep hands-on experience across identity and device management You know your way around an IdP (JumpCloud, Google and Azure), you've provisioned and managed devices at scale across Mac (and Windows) environments, and SSO/SAML is second nature to you. You're technically strong across the stack You have solid networking knowledge including experience with Fortinet (access points, switches, routers), and you can automate and script your way out of repetitive problems using PowerShell, Python, or similar. You understand DLP and have experience in tools like NetSkope. You understand the security and compliance landscape SOC2, and ISO aren't just acronyms to you. You've worked within these frameworks and can contribute meaningfully to maintaining and building on them. You're comfortable with the modern tooling we run on from Linear for service desk management to Vanta for GRC, and you have genuine working knowledge of AI tools like Claude, ChatGPT, and Gemini, with an interest in using them to improve how we work. You also have: Willingness to travel: Travel to other 9fin offices as required Independent mindset: Ability and willingness to work independently and act up as required during periods of annual leave etc Ready to push your boundaries: Desire to work at pace adapting to an ever changing and growing estate Willingness to challenge the status quo: You aren’t afraid to speak up when you can see a better way Growth mindset: You believe that your colleagues most basic abilities can be developed through dedication and hard work Why this role matters IT & Information Security cannot be something that happens as an afterthought. As 9fin continues to expand and handle increasingly sensitive customer information, we need expertise embedded where decisions are being made. This role will help ensure that IT & information security are considered from the earliest stage, allowing us to move quickly while maintaining the trust our customers place in us. Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Salary: competitive + equity options Holidays: 25 days per year (plus local public holidays) Learning & development budget: We're focused on your career progression and personal development! Private healthcare Pension scheme Team socials and company events Personal tech budget for laptops and other kit Generous, enhanced maternity, paternity and shared parental leave Hybrid working environment, with flexibility to work from home or in the office 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

• You lead the functional and technical implementation of customer projects on the Salesforce platform - from strategic planning and technical execution to client enablement and long-term success., • You capture customer requirements and design functional specifications, project release plans/roadmaps, and best-fit Salesforce software solutions, providing comprehensive consulting on technical implementation options., • You design and execute data-driven Marketing, Sales, and Service strategies tailored to target groups, collaborating closely with our cross-functional experts at OMMAX., • You transform complex roadmaps into milestones and prioritize epics, user stories, and acceptance criteria., • You work hand-in-hand with senior management to align Salesforce project goals with overall business objectives., • You handle the preparation and facilitation of project meetings for both customer and internal projects., • You manage stakeholder communication as well as project schedules, budgets, as well as implementation plans and ensure high-quality project delivery on time and on budget., • A university degree in business, marketing, communications, media, or a related field - a Master’s or MBA is a strong plus., • A minimum of 3 years of hands-on experience with Salesforce, ideally across multiple clouds (Sales, Service, or Marketing Cloud) and with technical project delivery responsibility., • You have proven experience and excellent skills in team coordination, leadership, and project management., • You have a proactive mindset with a strong sense of ownership - you thrive on new challenges and continuously seek to grow and improve., • You are a collaborative, solution-oriented team player with a hands-on mentality, strong communication skills, and a genuine passion for digital transformation., • You are fluent in English and German., • Your impact is crucial: You actively shape the digital future in a highly motivated & smart team in direct cooperation with the founders & partners, creating real added value by linking strategy and implementation., • Your hard work pays off! You benefit from attractive salary packages, participation in sales success and exclusive investment opportunities. In addition, we promote our top talents through the 'Digital Leaders of Tomorrow' program and thus offer you further exciting benefits., • Your development - our concern: From day one, you will be supported on your journey through a wide range of development opportunities, quickly take on responsibility and have the opportunity to shape your individual career at OMMAX - with us you will become a digital leader!, • Your working environment: You will be immersed in a diverse and family-friendly environment with a strong team spirit, benefitting from a flexible and hybrid working model in one of our offices in Munich, Berlin, Hamburg and London., • Your view into the future: You will work at the cutting edge and gain valuable insights and practical experience with a focus on digital business models and data-driven value creation in eight forward-looking industries., • Your benefits on top: You can look forward to regular team events and joint sports sessions, an attractive company pension scheme, an exclusive Wellpass membership as well as mobility and meal allowances and a wide range of other company benefits.

_! Camunda is the enterprise platform for agentic orchestration, enabling organizations to coordinate AI agents, people, and systems across complex, end-to-end business processes. With built-in governance, auditability, and human oversight, Camunda gives enterprises the control they need to move AI from pilots to production — safely and at scale. Trusted by over 700 organizations worldwide, including 9 of top 10 US banks, Camunda helps enterprises boost operational efficiency, accelerate time-to-value, and deliver better customer experiences. Fully remote and global, we are in the middle of something bigger: transforming into an AI-first organisation, built on our own platform. We use Agentic AI to automate, orchestrate intelligent processes, and elevate human contribution across every team. Named 2025 Great Place to Work certified. Visionary in for Business Orchestration and Automation Technologies. ranked 3rd in Flexa's 2026 _, We’re growing fast and looking for top talent to join our team. If you want meaningful work, visible impact and put something genuinely rare on your CV, keep reading. About the Role: As Field Marketing Manager, you will execute the regional marketing motion, bringing global campaign strategy to life through local programs that generate qualified demand, accelerate pipeline, and grow brand awareness across the region. You will be responsible for planning, executing, and analyzing local and regional campaigns, ensuring every marketing activity is tightly aligned to sales goals and the specific dynamics of each market. A significant part of this role is events: you will manage the full lifecycle of local and regional trade shows and field events, from initial logistics and budget planning through to post-event analysis and follow-through with Sales. Beyond events, you will work closely with sales teams on an ongoing basis to make sure marketing investment is showing up where it matters most, in pipeline and revenue. You will track and report on the impact of your programs, turning data into clear recommendations for where to double down and where to adjust. You thrive in a high-execution environment, moving fluidly between planning and hands-on delivery. You keep multiple projects moving in parallel without losing sight of the bigger picture and you build genuine, trusted partnerships with sales. What you'll be doing: Regional sales partnership: Work closely with local sales teams to understand regional priorities, target accounts, and pipeline needs. Provide ongoing marketing support to help advance opportunities. Campaign execution: Adapt and activate global integrated campaigns for the region, ensuring proper localization of messaging, assets, and channels as needed. Event coordination: Plan and manage logistics for field events including meetups, workshops, trade shows, and conferences. Coordinate vendor management, promotions, and on-site execution to ensure successful experiences. Targeted program activation: Support account-based initiatives, webinars, workshops, and regional programs that drive engagement with prospects and customers. Cross-functional collaboration: Partner with Campaigns, Product Marketing, Events, and Digital teams to ensure alignment and visibility into regional activities. Lead generation support: Execute regional programs designed to generate qualified leads and accelerate existing opportunities. Partner with Sales and RevOps to ensure proper follow-up and tracking. Localization: Coordinate translation needs, regional messaging adjustments, and asset adaptation to ensure relevance for regional audiences. Program measurement: Track basic performance metrics for regional activities, including attendance, lead volume, and initial pipeline influence. Share insights and feedback with Marketing leadership. Budget tracking: Assist with the management of regional marketing spend, including vendor invoices, event costs, and resource coordination. Regional insights: Provide feedback on customer interests, competitive activity, and market observations that can inform broader marketing efforts. What you bring: Ability and/or willingness to use _. 5+ years of B2B marketing experience specifically within field marketing, event planning, or regional campaign work. Strong project management and organizational skills with the ability to coordinate multiple activities simultaneously. Experience executing account-based marketing programs across digital, direct mail, and in-person touchpoints, working from a defined target account list to engage and move named accounts through the funnel. Experience planning or supporting event logistics, vendor coordination, and promotional activities. Strong communication and collaboration skills, especially when partnering across teams and with Sales stakeholders. Ability to adapt messaging and assets for regional use and ensure programs resonate with local audiences. Comfortable working with marketing tools such as CRM systems, marketing automation platforms, and project management tools. Analytical mindset with the ability to track program performance and report on results. Ability to work independently, take initiative, and manage details in a fast-paced environment. This role is an existing vacancy #LI-JS1 #LI-Remote #USEAST What We Have to Offer: Compensation We offer competitive, fair, and transparent compensation. Salary ranges are location-based, with Standard and Major markets (global tech hubs) reflecting local competition. The Annual Total Target Cash (base salary + 100% variable target, where applicable) shown below spans from the minimum in a Standard market to the maximum in a Major market. Final offers depend on skills, experience, and location, and we typically hire in the first half of the range to allow room for growth: United States: $109,400.00 to $176,400.00 United Kingdom: £68,700.00 to £113,000.00 Singapore: S$135,900.00 to S$203,800.00 Canada: C$116,100.00 to C$191,000.00 If you’re based elsewhere, you’ll be hired via _ (our global employer partner), and your Talent Acquisition Partner will provide a personalized Total Rewards Calculator after your first interview. Equity: We also offer equity (where applicable) through our _. Benefits & Perks We invest in your wellbeing, growth, and ability to connect, along with perks that support you no matter where you’re based. Our benefits are globally designed and locally delivered where applicable. Remote & Flexible: Work from anywhere with the setup that suits you, home office budget, co-working space support, and flexible time off to recharge when you need it. In Person Connection: We invest in meaningful face time through our Annual Kickoff (Vienna in 2025, Madrid in 2026!), team offsites, and Camundi Connection Budgets, including contributing to meetups while travelling,, and local gatherings with fellow Camundi. Health & Wellbeing: Access locally tailored healthcare, Modern Health for global mental wellbeing, and our Live Well Lifestyle Spending Account (LSA), a flexible, global benefit that puts you in control of your whole life, not just work, from: staying active, to caring for family, exploring personal passions, meaningful experiences, and investing in your financial wellbeing. The Live Well program launches in 2026 and scales to €1,000 annually from 2027. Financial Security: Retirement and pension plans (often with company contributions), plus life and disability insurance where relevant. Professional Growth: Up to $/€/£1,000 per year for self-driven learning: courses, certifications, books, you decide! ”Everyone is welcome at Camunda” — it’s a celebrated component of our culture. We strive to create an inclusive environment that empowers our people. At Camunda, we honour diverse cultures and backgrounds and are proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to gender, race, ethnicity, religion, belief, sexual orientation, age, disability or any other protected characteristics under applicable law. We are looking forward to your application! Come join us and be part of Camunda’s incredible journey: Make an impact at a pivotal moment in our story! AI in our hiring process: Camunda may use AI tools to aid the screening of applications and during the interview process. 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Full-time Description New Business Consultant Maple Grove, MN • 401(k) and Pension Where Technical Expertise Meets Purpose-Driven Impact Use your retirement plan knowledge to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees. That’s Where You Come in as a New Business Consultant As a New Business Consultant, you’ll be an ambassador of Blue Ridge Associates to welcome and onboard new clients. You will work closely with client partners and trusted advisors to successfully coordinate the onboarding process, partner with the Sales team to build strong relationships with our partners, and ensure exceptional and timely service every step of the way. Job Overview: A New Business Consultant is primarily responsible for supporting the sales department and onboarding new clients. This position reports to our Director of Client Experience. Excellent customer service, an ability to complete workload in a timely manner, sales and marketing skills, and a commitment to professional development are critical aspects to success in this position. Your Responsibilities Include: Sales Support, Client Onboarding, and Plan Conversions: • Reach out to new clients and referral sources to welcome them to Blue Ridge, • Gather necessary information to set up the new clients on Blue Ridge systems, • Coordinate onboarding process with investment companies and referral sources, • Prepare service agreements for prospective clients and referral sources, • Assist in developing new referral sources and maintain strong relationships with existing referral sources (advisors, CPAs, etc.), • Networking and relationship development with referral partners (investment company wholesalers, DCIO wholesalers, etc.), • Be an advocate for Blue Ridge in all interactions Customer Service and Consulting: • Coordinate and implement investment company conversions for existing clients, • Continue to be a resource to clients and Blue Ridge staff on sold business, • Stay abreast of the latest retirement plan rules and regulations (research topics, attend webcasts, department meetings, pursue credentials, continuing education, etc.) Business Development: • Identify opportunities for improvements to our company, • Participate in working groups to enhance Blue Ridge’s work product and internal processes, • Help other Blue Ridge employees when needed, • Maintain Blue Ridge’s tools, TSCNet, etc., • Affect changes that benefit Blue Ridge Perform other tasks and projects assigned Requirements What We’re Looking for in a New Business Consultant We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being. Requirements: • 2+ years of direct 401(k) plan administration or onboarding experience, • Must be within driving distance of Maple Grove, MN, • Ability to provide excellent customer service, • Skilled in sales and marketing, • Ability to manage workloads, • Enthusiasm for learning and professional development, • Excellent organizational skills, • Strong attention to detail Why You’ll Love Working Here as a New Business Consultant You’ll join a company that values hard work, supports each other, and believes in doing work that matters. We offer: • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability), • 401(k) with company match + HSA with company contribution, • Generous PTO for parental leave, vacation, and holiday time, • Support for certifications, association dues, and professional development, • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities Join Us as We Build Wealth for Generations Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. We live by our values every day: • Precision – Accurate records, timely and error-free service, • Efficacy – Ensuring compliance and guiding clients toward retirement readiness, • Advocacy – Supporting regulatory changes that benefit employers and employees, • Collaboration – Trusted partners to clients, advisors, and teammates, • Excellence – Proactive, personalized, high-touch service in all we do This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life. Apply now and make a career out of making a difference! Equal Opportunity Employer Must be authorized to work in the US Salary Description $50,000+ (based on experience)

About Delinea: Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization, empowering organizations to seamlessly govern their interactions across the modern enterprise. Leveraging AI-powered intelligence, Delinea’s leading cloud-native Identity Security Platform applies context throughout the entire identity lifecycle – across cloud and traditional infrastructure, data, SaaS applications, and AI. It is the only platform that enables you to discover all identities – including workforce, IT administrator, developers, and machines – assign appropriate access levels, detect irregularities, and respond to threats in real-time. With deployment in weeks, not months, 90% fewer resources to manage than the nearest competitor, and a 99.995% uptime, Delinea delivers robust security and operational efficiency without compromise. Learn more about Delinea on , , , and . Join our passionate, global team at Delinea and help us make the world a safer and more secure place. Our success is driven by world-class product leadership, outstanding engineers, and strategic investment from TPG. We value diversity, innovation, and a culture of respect and fairness. If you're ready to push boundaries and challenge the status quo in security, we want to hear from you. Apply today to help us achieve our mission. Senior Security Operations Engineer Summary: Delinea’s Cybersecurity organization is seeking a Senior Security Operations Engineer to lead the design, development, and continuous improvement of Delinea’s security detection and response capabilities. This role will be responsible for the engineering of scalable, automated security solutions across endpoint, network, cloud, and data domains. The ideal candidate brings deep hands-on engineering experience and the judgment to independently drive security initiatives from concept through production. This is a remote role that is based in the United States and reports to the Senior Security Operations Manager. What You’ll Do: · Lead the development, rollout, and operations of security operations tools and services such as SIEM, EDR, NDR, email, cloud; building detection rules, automated playbooks, and integrations · Serve as a technical resource for security operations analysts; conduct design reviews and provide engineering guidance on detection and response workflows · Apply a detections-as-code approach; version-controlled, peer-reviewed, and tuned against alert quality metrics · Architect and implement security engineering capabilities, including endpoint security, data loss prevention, email security, network security, SIEM enhancements, detection engineering, and security automation. · Partner with cross-functional teams to perform threat modeling and embed security requirements in the development lifecycle. · Research, evaluate, and operationalize security products and services (including AI enabled platforms), building proof-of-concept integrations, provide recommendations or deferrals on adoption, and driving adoption across the security stack. What You’ll Need: · Bachelor’s degree in a technical field (or equivalent) · 7+ years of hands-on experience in a security engineering or security operations role · Demonstrated ability to independently scope, drive, and deliver multi-month security engineering projects, including but not limited to, security information and event management, endpoint detection and response, network detection and response, vulnerability management, threat intelligence, security awareness, data loss prevention, firewalls, and email security. · Experience with cloud-native environments (Azure and AWS) · Experience with cloud security platforms and infrastructure-as-code tools (Terraform, CloudFormation, Azure DevOps or similar). · Proficiency in scripting and automation languages (Python, PowerShell, or Bash) for developing security tools and automating repetitive tasks. · Proficient in spoken and written English. We’d Love to See: · Experience leading or contributing to purple team exercises or threat hunting programs · Security and/or technical industry certifications (ISC2, GIAC, EC-Council, ISACA, CompTIA, Cisco, Microsoft) · Experience with digital forensic, privileged access management, and penetration testing tools · Demonstrated working experience at the enterprise level with one or more of: SIEM, EDR, NDR, vulnerability management, threat intelligence, security awareness, DLP, firewalls, and email security. · Experience working within common regulatory and statutory requirements (GDPR, CCPA, SOC2, ISO 27001, NIST). For this Job, Delinea is not considering candidates that need any type of US work authorization now or in the future. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J1, etc. #LI-MF1 Why work at Delinea? We're passionate problem-solvers helping the world's largest organizations protect what matters most: their human and machine identities. We invest in people who are smart, self-motivated, and collaborative. What we offer in return is meaningful work, a culture of innovation and great career progression. At Delinea, our core values are STRONG and guide our behaviors and success: Spirited - We bring energy and passion to everything we do Trust - We act with integrity and deliver on our commitments Respect - We listen, value different perspectives, and work as one team Ownership - We take initiative and follow through Nimble - We adapt quickly in a fast-changing environment Global - We embrace diverse people and ideas to drive better outcomes We believe weaving these core values into our day-to-day actions, and our process for hiring, evaluating, and promoting employees, helps us cultivate a work environment that embraces collaboration and camaraderie. We take care of our employees. We offer competitive salaries, a meaningful bonus program, and excellent benefits, including healthcare insurance, as well as pension/retirement matching, comprehensive life insurance, an employee assistance program, time off plans, and paid company holidays. Delinea is an Equal Opportunity and Affirmative Action employer and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Upon conditional offer of employment, candidates are required to complete comprehensive criminal background check, verification of education, and verification of employment, per employment policy. In addition, all publicly posted social media sites may be reviewed.

About Delinea: Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization, empowering organizations to seamlessly govern their interactions across the modern enterprise. Leveraging AI-powered intelligence, Delinea’s leading cloud-native Identity Security Platform applies context throughout the entire identity lifecycle – across cloud and traditional infrastructure, data, SaaS applications, and AI. It is the only platform that enables you to discover all identities – including workforce, IT administrator, developers, and machines – assign appropriate access levels, detect irregularities, and respond to threats in real-time. With deployment in weeks, not months, 90% fewer resources to manage than the nearest competitor, and a 99.995% uptime, Delinea delivers robust security and operational efficiency without compromise. Learn more about Delinea on , , , and . Join our passionate, global team at Delinea and help us make the world a safer and more secure place. Our success is driven by world-class product leadership, outstanding engineers, and strategic investment from TPG. We value diversity, innovation, and a culture of respect and fairness. If you're ready to push boundaries and challenge the status quo in security, we want to hear from you. Apply today to help us achieve our mission. Technical Account Manager Position Summary 80% of breaches involve privileged credential misuse. Delinea, the leader in Cloud-Ready Privilege Access Management is ready to help minimize the potential attack surface. As such, we are seeking an experienced and self-driven Technical Account Manager to join our outstanding Customer Success team. If you are well versed in and have a passion for Privilege Access Management, Cyber Security, Infrastructure and Identity Security, and experience working with Enterprise customers in a technical trusted advisory role, you might have what it takes to become a Delinea Technical Account Manager. This individual will need to be detail oriented, proactive, and able to perform well under pressure. If you are motivated by challenges, have a passion for excellence, and are customer-centric then this could be the opportunity for you. Accountability, motivation, creativity, and tenacity are the key success attributes for this role. What You’ll Do: Serve as a technical subject matter expert for Delinea’s Privilege Access services and product offerings Be the customer trusted advisor to ensure engagement and success with the Delinea solution deployment, expedite resolutions to obstacles, and help them derive the most out of their Delinea investment. Regularly monitor customer health, and communicate results with regional sales team, support, and renewals team Deliver remote services to new and existing customers including software configuration, onboarding, and training Engage with customers to quickly resolve high priority issues impacting their service delivery Track new bugs, new product releases, and security vulnerabilities and proactively notify customer of any changes that may impact its environments. Will serve as the customer advocate for promoting customer interest within Delinea Engineering and Product Management organizations for future functionality and product roadmap items. Regular review sessions to validate plans, configurations, and designs centered around Delinea software and operations. Document customer environment details and share with Delinea Support and Engineering teams for faster issue root-cause and resolution. Coordinate and oversee Early Beta Access program of new releases, identifying opportunities to impact future product direction and assist with the testing and validation process Subject to travel and safety restrictions, travel to customer facilities primarily in North America for Quarterly Business Reviews and Solution assessment. Maintain an established level of performance with our customers measured via satisfaction surveys Foster and leverage key relationships inside Delinea to influence various functional groups to apply key resources to solve customer issues quickly. Develop and present executive-facing reports that summarize real-time situational updates and analysis as well as key themes extracted from escalations worldwide. What You’ll Bring: 4+ years of experience in a similar role as a Customer Success Manager, Helpdesk Manager, Support Engineer, Professional Services Consultant or Sales Engineer Understanding of applications, infrastructure and processes used in large organizations that are typically integrated with Privilege Access Management solutions Previous experience with Delinea or with other Privilege Access Service solutions such as CyberArk, BeyondTrust, etc. is a big plus Experience leading large, transformational technology projects that cross typical enterprise silos Experience addressing significant technical challenges with minimal supervision or guidance. Proven ability to plan, organize, and prioritize multiple projects and responsibilities on a weekly basis. Comfortable interfacing directly with complex, multi-divisional, multi-geographical clients, preferably at the director level Demonstrated ability to quickly and proficiently understand and absorb new information. Prior success delivering objectives in a consistent and professional manner through both expected and unforeseen challenges. Must have demonstrated strong written and verbal communication skills in a professional setting with an ability to articulate complex operations to technical audiences. Must be able to construct documentation that identifies current and established operational procedures, and proposed modifications and changes in a clear and concise manner is imperative. Technical Competencies Microsoft Active Directory administration and design experience Microsoft Windows server administration and engineering experience Expertise with at least one major Infrastructure as a Services (IaaS) provider such as Microsoft Azure or Amazon. Must have UNIX and/or Linux administration experience in large organizations. Experience with NIS, or LDAP administration is a plus. Previous experience working with cloud or as-a-service solutions Strong compliance knowledge (PCI, SOX, GLBA, etc.) as related to infrastructure security and access management Should have a working knowledge of UNIX authentication and authorization management, PAM, NSS & Kerberos Experience with other PAS solutions such as BeyondTrust, CyberArk, etc. Demonstrated capabilities with scripting languages such as perl and PowerShell Network Storage Device Administration experience is a plus Microsoft SQL Reporting Services experience is a plus Experience with Microsoft Clustering Services (MCS) is a plus Experience with RabbitMQ or message brokering is a plus Why work at Delinea? We're passionate problem-solvers helping the world's largest organizations protect what matters most: their human and machine identities. We invest in people who are smart, self-motivated, and collaborative. What we offer in return is meaningful work, a culture of innovation and great career progression. At Delinea, our core values are STRONG and guide our behaviors and success: Spirited - We bring energy and passion to everything we do Trust - We act with integrity and deliver on our commitments Respect - We listen, value different perspectives, and work as one team Ownership - We take initiative and follow through Nimble - We adapt quickly in a fast-changing environment Global - We embrace diverse people and ideas to drive better outcomes We believe weaving these core values into our day-to-day actions, and our process for hiring, evaluating, and promoting employees, helps us cultivate a work environment that embraces collaboration and camaraderie. We take care of our employees. We offer competitive salaries, a meaningful bonus program, and excellent benefits, including healthcare insurance, as well as pension/retirement matching, comprehensive life insurance, an employee assistance program, time off plans, and paid company holidays. Delinea is an Equal Opportunity and Affirmative Action employer and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Upon conditional offer of employment, candidates are required to complete comprehensive criminal background check, verification of education, and verification of employment, per employment policy. In addition, all publicly posted social media sites may be reviewed.

About Delinea: Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization, empowering organizations to seamlessly govern their interactions across the modern enterprise. Leveraging AI-powered intelligence, Delinea’s leading cloud-native Identity Security Platform applies context throughout the entire identity lifecycle – across cloud and traditional infrastructure, data, SaaS applications, and AI. It is the only platform that enables you to discover all identities – including workforce, IT administrator, developers, and machines – assign appropriate access levels, detect irregularities, and respond to threats in real-time. With deployment in weeks, not months, 90% fewer resources to manage than the nearest competitor, and a 99.995% uptime, Delinea delivers robust security and operational efficiency without compromise. Learn more about Delinea on , , , and . Join our passionate, global team at Delinea and help us make the world a safer and more secure place. Our success is driven by world-class product leadership, outstanding engineers, and strategic investment from TPG. We value diversity, innovation, and a culture of respect and fairness. If you're ready to push boundaries and challenge the status quo in security, we want to hear from you. Apply today to help us achieve our mission. Enterprise Account Manager Summary: This remote position requires a motivated self-starter who will be responsible for all net new sales into Enterprise Accounts, $1 Billion plus revenue as defined by Delinea based on annual revenue. Based in a specific geographic area, the candidate may be required to travel approximately 30-40% throughout the assigned territory to visit customers, attend trade shows or field events, and for internal meetings such as sales kick-offs or quarterly business reviews. With our strong promote-from-within philosophy, successful performance in this role will provide career advancement opportunities to those seeking to take their sales careers to the next level. What You'll Do: Create and personalize a territory plan for the assigned territory. Prospect to and create contacts within Enterprise Accounts in a geographic region. Proactively pursue existing leads who have expressed interest in our services. Collaborate with and engage the right Delinea technical experts to provide an accurate and compelling story on our products’ strengths and capabilities to win deals. Consistently meet/exceed sales targets. Maintain an accurate forecast of sales pipeline. Cultivate and manage relationships with Channel partners. Leverage Delinea’s executives, and their networks, to gain access to prospective clients. Never stop learning! Continue to hone your craft and build your expertise in Cybersecurity. What You'll Bring: 5+ years as an Enterprise software sales executive selling to companies with revenues greater than $1 billion. Bachelor’s degree from an accredited university preferred or equivalent work experience. Experience cultivating and controlling complex sales cycles with audiences of multiple stakeholders in Enterprise organizations. Track record of success in identifying, cultivating and closing six figure+ transactions. Ability to conduct both executive level presentations and high-level technical presentations. Excellent written and oral presentation skills. Examples may be requested. Examples of value proposition creation Bonus if you have: An established book of business in territory Experience selling cyber security solutions Why work at Delinea? We're passionate problem-solvers helping the world's largest organizations protect what matters most: their human and machine identities. We invest in people who are smart, self-motivated, and collaborative. What we offer in return is meaningful work, a culture of innovation and great career progression. At Delinea, our core values are STRONG and guide our behaviors and success: Spirited - We bring energy and passion to everything we do Trust - We act with integrity and deliver on our commitments Respect - We listen, value different perspectives, and work as one team Ownership - We take initiative and follow through Nimble - We adapt quickly in a fast-changing environment Global - We embrace diverse people and ideas to drive better outcomes We believe weaving these core values into our day-to-day actions, and our process for hiring, evaluating, and promoting employees, helps us cultivate a work environment that embraces collaboration and camaraderie. We take care of our employees. We offer competitive salaries, a meaningful bonus program, and excellent benefits, including healthcare insurance, as well as pension/retirement matching, comprehensive life insurance, an employee assistance program, time off plans, and paid company holidays. Delinea is an Equal Opportunity and Affirmative Action employer and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Upon conditional offer of employment, candidates are required to complete comprehensive criminal background check, verification of education, and verification of employment, per employment policy. In addition, all publicly posted social media sites may be reviewed.

New York Life is looking for a Client Portfolio Manager to serve as the investment representative in their New York office. This role focuses on managing relationships with third-party clients, including pension funds and insurance companies, ensuring investment parameters align with client expectat

Job Description Job Title: Member Services Representative (Benefits Specialist) Extended Hours Differential Pay Added for Working Extended Hours Department: Member Services The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer: • Competitive Salary coupled with a great work/life balance, • Prime Location - Flatiron District in Manhattan (NYC), • Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan, • Pension Benefit that includes monthly employer contributions, • Retirement Benefit that includes 3% 401K employer contributions, • Professional Coverage/Reimbursement includes Tuition Reimbursement Program, • Paid Time Off including vacation, personal, and sick days, • Federal Paid Holidays – Up to 11 days off with pay, • And more..., • Mission-driven, internal job growth opportunities Annual Salary Clarification: Non-Bilingual: $58,035.19; Bilingual: $60,035.19 - Per Collective Bargaining Agreement (CBA) FLSA Status: Non-Exempt (Eligible for OT per business needs) Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. Essential Duties and Responsibilities: • Collecting and analyzing data/information to resolve a problem in real time, at high volume standards., • Provide customer service to participants to resolve eligibility or Fund benefit issues., • Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems, • Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman)., • Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance., • Follow workflows to resolve participant questions., • Representatives analyze and interpret customer phone and written correspondence., • Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues., • Operating computers with multiple information screens to research and resolve customer inquiries on line., • Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation., • Ability to effectively communicate to Participants., • Perform any other relevant, related or pertinent work or duties as requested or assigned. Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. Technical Skills: • Strong computer skills., • Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system., • Ability to prioritize work and meet deadlines., • A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications., • Strong analytical, problem solving and decision-making skills., • Excellent organizational and prioritizing skills., • Strong ability to multitask., • Various work schedules available. Interpersonal Skills: • Strong oral and written interpersonal skills., • Demonstrated customer service orientation., • Ability to effectively operate in fast-paced work environment., • Excellent listening skills., • Detail oriented with excellent organization and communication skills., • Experience working directly with customers. Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. Reasoning Ability: Above average. Certificates, Licenses, Registrations: None Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours

Job Description Job Title: Member Services Representative (Benefits Specialist) Extended Hours Differential Pay Added for Working Extended Hours Department: Member Services The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer: • Competitive Salary coupled with a great work/life balance, • Prime Location - Flatiron District in Manhattan (NYC), • Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan, • Pension Benefit that includes monthly employer contributions, • Retirement Benefit that includes 3% 401K employer contributions, • Professional Coverage/Reimbursement includes Tuition Reimbursement Program, • Paid Time Off including vacation, personal, and sick days, • Federal Paid Holidays – Up to 11 days off with pay, • And more..., • Mission-driven, internal job growth opportunities Annual Salary Clarification: Non-Bilingual: $58,035.19; Bilingual: $60,035.19 - Per Collective Bargaining Agreement (CBA) FLSA Status: Non-Exempt (Eligible for OT per business needs) Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. Essential Duties and Responsibilities: • Collecting and analyzing data/information to resolve a problem in real time, at high volume standards., • Provide customer service to participants to resolve eligibility or Fund benefit issues., • Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems, • Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman)., • Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance., • Follow workflows to resolve participant questions., • Representatives analyze and interpret customer phone and written correspondence., • Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues., • Operating computers with multiple information screens to research and resolve customer inquiries on line., • Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation., • Ability to effectively communicate to Participants., • Perform any other relevant, related or pertinent work or duties as requested or assigned. Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. Technical Skills: • Strong computer skills., • Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system., • Ability to prioritize work and meet deadlines., • A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications., • Strong analytical, problem solving and decision-making skills., • Excellent organizational and prioritizing skills., • Strong ability to multitask., • Various work schedules available. Interpersonal Skills: • Strong oral and written interpersonal skills., • Demonstrated customer service orientation., • Ability to effectively operate in fast-paced work environment., • Excellent listening skills., • Detail oriented with excellent organization and communication skills., • Experience working directly with customers. Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. Reasoning Ability: Above average. Certificates, Licenses, Registrations: None Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours Work Hours & Shift: 35 Total (Tuesday-Friday 12:00pm-8:00pm and Saturday 9:00am-5:00pm) Differential Pay Added for Working Extended Hours

Job Description Job Title: Member Services Representative (Benefits Specialist) Department: Member Services The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer: • Competitive Salary coupled with a great work/life balance, • Prime Location - Flatiron District in Manhattan (NYC), • Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan, • Pension Benefit that includes monthly employer contributions, • Retirement Benefit that includes 3% 401K employer contributions, • Professional Coverage/Reimbursement includes Tuition Reimbursement Program, • Paid Time Off including vacation, personal, and sick days, • Federal Paid Holidays – Up to 11 days off with pay, • And more..., • Mission-driven, internal job growth opportunities Annual Salary Clarification: Non-Bilingual: $58,035.19; Bilingual: $60,035.19 - Per Collective Bargaining Agreement (CBA) FLSA Status: Non-Exempt (Eligible for OT per business needs) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. Essential Duties and Responsibilities: • Collecting and analyzing data/information to resolve a problem in real time, at high volume standards., • Provide customer service to participants to resolve eligibility or Fund benefit issues., • Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems, • Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman)., • Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance., • Follow workflows to resolve participant questions., • Representatives analyze and interpret customer phone and written correspondence., • Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues., • Operating computers with multiple information screens to research and resolve customer inquiries on line., • Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation., • Ability to effectively communicate to Participants., • Perform any other relevant, related or pertinent work or duties as requested or assigned. Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. Technical Skills: • Strong computer skills., • Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system., • Ability to prioritize work and meet deadlines., • A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications., • Strong analytical, problem solving and decision-making skills., • Excellent organizational and prioritizing skills., • Strong ability to multitask., • Various work schedules available. Interpersonal Skills: • Strong oral and written interpersonal skills., • Demonstrated customer service orientation., • Ability to effectively operate in fast-paced work environment., • Excellent listening skills., • Detail oriented with excellent organization and communication skills., • Experience working directly with customers. Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. Reasoning Ability: Above average. Certificates, Licenses, Registrations: None Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm)

Job Description Job Title: Member Services Representative (Benefits Specialist) Department: Member Services The 32BJ Benefit Funds is growing, and we’re currently seeking mission-driven Benefit Specialists (Member Services Representatives) to join our team. We offer: • Competitive Salary coupled with a great work/life balance, • Prime Location - Flatiron District in Manhattan (NYC), • Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan, • Pension Benefit that includes monthly employer contributions, • Retirement Benefit that includes 3% 401K employer contributions, • Professional Coverage/Reimbursement includes Tuition Reimbursement Program, • Paid Time Off including vacation, personal, and sick days, • Federal Paid Holidays – Up to 11 days off with pay, • And more..., • Mission-driven, internal job growth opportunities Annual Salary Clarification: Non-Bilingual: $58,035.19; Bilingual: $60,035.19 - Per Collective Bargaining Agreement (CBA) FLSA Status: Non-Exempt (Eligible for OT per business needs) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. For 2023 and beyond, 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Through this technology investment, we have gathered and analyzed thousands of data insights to influence health insurance legislation and propose new health policy. Our efforts have galvanized many leaders and the consensus is there is plenty more work to be done. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Position Summary: After extensive paid training and under the supervision of the Member Services Call Center or Welcome Center Supervisor and MSR 2/3 Team, works as a Benefits Specialist for the Member Services Call Center or Welcome Center to assist participants with information for all the benefits offered by the Fund. Essential Duties and Responsibilities: • Collecting and analyzing data/information to resolve a problem in real time, at high volume standards., • Provide customer service to participants to resolve eligibility or Fund benefit issues., • Displayed proficiency in all processing systems: eligibility process, Health benefits and system, COOL/V3/DYNAMICS system, CRM/WF and vendor systems, • Displayed proficiency in all Funds (Health, Pension, Legal, SRSP, Shortman)., • Handling of inquiries through vendors, Medical, Optical, Pharmacy, Dental and Employee Assistance., • Follow workflows to resolve participant questions., • Representatives analyze and interpret customer phone and written correspondence., • Ongoing management of own inventory of work accumulated through Participant interactions/inquiries. These inquiries will involve customer complaints or inquiries on eligibility, enrollment, benefits and claims, and Pension related issues., • Operating computers with multiple information screens to research and resolve customer inquiries on line., • Representatives ensure that all processing meets or exceeds MSR Quality measurement objective and performance standards, including, but not limited to, handling and documentation., • Ability to effectively communicate to Participants., • Perform any other relevant, related or pertinent work or duties as requested or assigned. Qualifications: To perform the job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. As well, the candidate must be free of any disciplinary actions. Technical Skills: • Strong computer skills., • Detailed knowledge of benefits as displayed in training and determined through subject matter exams utilizing OneView, vendor systems, COOL/V3/DYNAMICS and CRM processing system., • Ability to prioritize work and meet deadlines., • A demonstrated capability to manipulate and use multiple software programs and macros simultaneously including Excel, Microsoft Word, Windows and Outlook applications., • Strong analytical, problem solving and decision-making skills., • Excellent organizational and prioritizing skills., • Strong ability to multitask., • Various work schedules available. Interpersonal Skills: • Strong oral and written interpersonal skills., • Demonstrated customer service orientation., • Ability to effectively operate in fast-paced work environment., • Excellent listening skills., • Detail oriented with excellent organization and communication skills., • Experience working directly with customers. Education and/or Experience: High School diploma, some college preferred; Health Care, Employee Benefits and/or Customer Service experience are strongly preferred. Bilingual Language Skills: Fluent in multiple languages is a plus, but not required. Reasoning Ability: Above average. Certificates, Licenses, Registrations: None Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm) Work Hours: 35 Total (Available shifts Monday-Friday 8:30am-6:00pm)

Job DescriptionNew York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure, • Other duties as needed Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • Five to twenty-five years of job-related experience Certifications: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure, • Other duties as needed Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • Five to twenty-five years of job-related experience Certifications: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum. Role Summary As a Research Associate in the Equity Research Department at JP Morgan Asset Management you will support a Senior Research Analyst in their efforts to analyze companies and generate positive investment performance. This particular opening is focused on the Payments and Business Services which consists of 30 companies under current coverage. A successful Research Associate is self-motivated, intellectually curious, demonstrates analytical aptitude and attention to detail, and has a strong interest in investing. Job Responsibilities • Conduct a wide variety of research projects to aid in the investment process, including building financial models and industry frameworks as well as company/industry-specific ad hoc projects., • Provide data and analysis to assist in the management of regional and global analyst funds Required qualifications, capabilities and skills • 5+ years of relevant industry experience, • 3+ years of experience covering Payments and Business Services, • Strong analytical skills, high aptitude for numbers; ability to identify trends through numerical analysis, • Intellectual curiosity, • Passion for and interest in investing Preferred qualifications, capabilities and skills • Coding experience with VBA is preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Our division works on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension funds, financial sponsors, and governments and are a team of strong analytical thinkers, who have a passion for producing out-of-the-box ideas. Team Overview The Natural Resources Group is a global team with bankers around the world. The group has a significant presence with offices in New York, Houston, Toronto, Calgary, London, Hong Kong, and Buenos Aires, among others. The group covers Metals & Mining, Chemicals, Power & Utilities, and Energy (including Alternative and Renewable Energy). How You Will Fulfill Your Potential We are seeking a Vice President to join our Metals & Mining group. Our Vice Presidents play an important role in developing and strengthening our client relationships, leading our advisory teams, and in structuring and executing a full range of financial transactions. Responsibilities Include • Creating and analyzing financial models, helping manage transaction processes and assisting in structuring transactions., • Developing financial models, performing customized company valuation analysis and actively being involved in mergers and acquisitions (M&A) transactions and fixed income and equity issuances., • Organizing and preparing presentations, which explain industry trends, assessing clients situations to provide the necessary financial advice and recommending strategies to meet client goals, • Coordinating teams of tax advisors, auditors, attorneys, and bankers for various transactions; leading due diligence processes and actively participating in the negotiations of legal documentation, preparations of internal committee presentations and funding. Skills and Experience • Master's Degree and several years of Natural Resources investment banking experience; OR Bachelor's degree and seven years or more of Natural Resources investment banking or equivalent experience, • Strong track record of executing M&A and financing transactions in an investment banking advisory role, • Two plus years experience in leading deal teams of analysts and associates, • History of outstanding academic and professional achievement Salary Range The expected base salary for this New York, New York, United States-based position is $150000-$300000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. ABOUT GOLDMAN SACHS: At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html The Goldman Sachs Group, Inc., 2021. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do A research position within the Securitized Products group of PGIM Fixed Income focused on CLO credit strategies. The successful candidate will work closely with portfolio management teams to analyze CLO investments, monitor portfolio positions, and contribute to investment decision-making. Responsibilities include analyzing CLO collateral and structures, conducting surveillance on existing investments, assigning and maintaining internal credit ratings, and evaluating relative value opportunities. The role also involves assessing CLO collateral managers, integrating macroeconomic and sector trends, and contributing to investment strategy and portfolio positioning. The candidate will collaborate with internal teams and external market participants including investment banks, rating agencies, and trustees, to support due diligence, transaction execution, and ongoing market insight. This position follows a hybrid work model, with working 3 days in the Newark, NJ office and 2 days remote. What you can expect • Contribute to capital deployment strategies by identifying investment opportunities across CLO transactions., • Present and support investment research and relative value analysis to portfolio management teams, influencing portfolio positioning., • Analyze CLO collateral, structural features, and documentation., • Track portfolio positions to evaluate credit risk, rating stability, cash flow performance, and relative value opportunities., • Conduct sensitivity and scenario analysis on CLO investments and automate analytical processes where appropriate., • Assess collateral behavior by integrating bottom-up analysis with macroeconomic and market trends., • Develop, enhance, and maintain analytical tools, models, and data pipelines to support research and portfolio monitoring., • Organize and process data from multiple sources to facilitate surveillance of collateral managers and tranche performance., • Perform ongoing surveillance of CLO portfolios, including monitoring collateral quality, manager behavior, and structural triggers., • Support due diligence on CLO collateral managers, including evaluation of business models, underwriting processes, and performance., • Assist in negotiation and review of structural terms and transaction documentation for new issue CLO investments., • Engage with market participants including collateral managers, rating agencies, trustees, and other investors to develop market insight., • Monitor industry trends, regulatory developments, and macroeconomic conditions impacting CLO markets., • Explore and implement advanced analytical techniques, including automation and natural language processing, to improve research efficiency., • Develop client-facing materials and support presentations for prospective and existing clients. What you will bring • BA/BS degree, preferably in a quantitative field, • 8+ years experience in fixed income, banking, and/or capital markets, • 5+ years credit research experience particularly with exposure to CLOs or leveraged loans preferred., • Strong analytical and quantitative skills., • Programming and data visualization skills (e.g., Python, Power BI, Tableau) are preferred., • Experience with Intex and structured finance modeling are required., • Experience developing analytical tools, automating workflows, or working with large datasets is preferred., • Knowledge of CLO structures and underlying leveraged loan collateral; familiarity with loan markets is a plus., • Strong attention to detail and ability to manage multiple assignments in a fast-paced environment., • Excellent communication and presentation skills, with the ability to articulate investment views clearly., • Ability to work independently and collaboratively across teams., • Intellectual curiosity and strong interest in CLOs and leveraged loan markets. *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $195,000 to $215,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. This role is also eligible for additional compensation and/or benefits including a competitive, discretionary annual cash bonus opportunity along with long term incentive awards. Eligibility to participate in the discretionary annual incentive programs are subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. What we offer you: • Market competitive base salaries, with a yearly bonus potential at every level., • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave., • 401(k) plan with company match (up to 4%)., • Company-funded pension plan., • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs., • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development., • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs., • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. Petershill Strategies Overview Established in 2007, Petershill is a leading GP stake investor, specializing in acquiring non-controlling equity interests in the management companies (General Partners or GPs) of alternative asset managers. Through these strategic, non-control investments, Petershill partners with leading alternative asset managers to accelerate their strategic development. By providing strategic capital, Petershill supports the creation of long-term value, enabling GPs to enhance employee retention, facilitate business development, buy out legacy equity holders, and create broader strategic options, all while preserving the autonomy and entrepreneurial spirit of these organizations. To date, Petershill has partnered with over fifty alternative asset management firms and has raised over $17.0bn of commitments in private fund commitments. Responsibilities • Support proprietary deal flow origination for GP stakes and preferred equity transactions as a member of the origination and coverage team. Requires familiarity with approaches to fundamental valuation and deal assessment across a broad range of strategy and sector focused GPs, • Develop materials to support the origination effort broadly across both platform development and GP-facing content, with a focus on communicating Petershill and XIG's capital solutions, • Build on established systems of mapping, tracking, and reaching out to the alternatives GP universe, leveraging external and GS databases, publicly available information, and other resources, • Cultivate relationships with leading alternative asset managers for GP stakes and related capital solutions; drive thematic sourcing initiatives to support a robust deal pipeline for Petershill and deal referrals across XIG and Goldman Sachs broadly, • Increase and systematize Petershill connectivity across the alternatives universe, maintaining regular engagement with both external GPs and internal Goldman Sachs groups, • Maintain and improve methods of tracking engagement with external GPs and internal stakeholders, focusing on capturing the long-term impact of origination efforts Qualifications • Minimum of 3 years of experience in Investment Banking/Corporate Finance/M&A/Leverage Finance/GP stakes/Private Equity/Other Private or Public Markets Investing, and/or Corporate Strategy/Business Development/Relationship Management, • Sound relationship management and deal origination judgment, along with strong familiarity with numerical, analytical, and valuation skills for the purpose of cultivating a strong deal pipeline, • Experience with GP Coverage preferred, including (i) liaising with senior leadership teams of private capital firms across Private Equity, Private Credit, Private Real Assets, traditional asset managers, wealth managers, and more, and (ii) managing relationships and bringing in strategic resources to accelerate platform growth and development, • Strong presentation, communication, and negotiation skills, enabling the candidate to develop and maintain strong relationships with external GPs and internal stakeholders, • Excellent time, people, and project management skills, • Ability to work effectively as part of a team Salary Range The expected base salary for this New York, New York, United States-based position is $150000-$225000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. • Job Identification 164315, • Job Category Associate, • Locations New York, NY, United States

At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum. As a Research Associate in the Equity Research Department at JP Morgan Asset Management you will support a Senior Research Analyst in their efforts to analyze companies and generate positive investment performance. This particular opening is focused on the Payments and Business Services which consists of 30 companies under current coverage. A successful Research Associate is self-motivated, intellectually curious, demonstrates analytical aptitude and attention to detail, and has a strong interest in investing. Job Responsibilities: • Conduct a wide variety of research projects to aid in the investment process, including building financial models and industry frameworks as well as company/industry-specific ad hoc projects., • Provide data and analysis to assist in the management of regional and global analyst funds Required qualifications, capabilities and skills: • 5+ years of relevant industry experience, • 3+ years of experience covering Payments and Business Services, • Strong analytical skills, high aptitude for numbers; ability to identify trends through numerical analysis, • Intellectual curiosity, • Passion for and interest in investing Preferred qualifications, capabilities and skills: • Coding experience with VBA is preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.