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Job DescriptionEntry-Level Data Analyst Cawley & Bergmann, LLC Newark, NJ Full-Time | On-Site Salary: $40,000-$60,000 per year, based on experience About the Role Cawley & Bergmann is looking for an Entry-Level Data Analyst to join our Newark, NJ team. This is a great opportunity for a recent graduate or early-career professional who enjoys working with data, spreadsheets, reports, databases, and technology. Professional data analyst experience is not required. We're looking for someone who is analytical, detail-oriented, technically inclined, and eager to learn. Previous experience in collections, financial services, data analytics, reporting, or a related field is preferred, but not required. What You'll Do Prepare and maintain operational reports Work with Excel spreadsheets and large datasets Analyze operational and portfolio performance Monitor trends and key performance metrics Assist with reports, dashboards, and scorecards Manage data imports, exports, and files Validate and reconcile data for accuracy Identify and troubleshoot data discrepancies Work with databases and internal information systems Support recurring and ad hoc reporting requests Identify opportunities to improve reporting and processes Work closely with operations and management What We're Looking For Associate's or Bachelor's degree in Information Systems, Information Technology, Computer Science, Data Analytics, Business Analytics, or a related field preferred Recent graduates are encouraged to apply Strong Microsoft Excel skills Comfortable working with data, spreadsheets, and reports Basic understanding of databases and information systems Strong analytical and problem-solving skills Excellent attention to detail Ability to learn new systems and technology Strong organizational and communication skills Self-motivated with a willingness to learn Technical Skills Experience, coursework, or familiarity with any of the following is a plus: Microsoft Excel SQL Power BI Databases Data imports and exports Data validation Reporting and data visualization ETL concepts You do not need to be an expert in all of these areas. We're looking for someone with a strong technical foundation and an interest in developing their skills. Preferred Experience Experience, internships, coursework, or exposure in the following areas is helpful, but not required: Consumer collections Accounts receivable management Financial services Data analytics Business intelligence Reporting Information systems Database management Call center operations Collections industry experience is preferred, but not required. About Cawley & Bergmann Cawley & Bergmann, LLC is a debt collection company specializing in the recovery of delinquent consumer debt on behalf of financial institutions throughout the United States. We are committed to professionalism, compliance, respect, teamwork, continuous learning, and fair consumer treatment. Why Join Cawley & Bergmann? Gain hands-on experience with real-world business data Develop skills in reporting, analytics, and information systems Work directly with operations and management Build experience in the financial services and accounts receivable management industry Opportunities for professional growth and development Collaborative, team-oriented environment Position Details Location: Newark, NJ Schedule: Full-Time Work Arrangement: On-Site Salary: $40,000-$60,000 per year, based on experience Ready to start your career in data and analytics? Apply today to join the Cawley & Bergmann team in Newark, NJ. Must have the ability to pass a background check

Job Description Pay Range - $65 - $70/hr Essential skills/knowledge/experience: Bachelor’s degree in computer science, Information Systems, Data Analytics, Business Information Systems, or a related discipline. 5+ years proven experience in a Technical Business Analyst, Business Systems Analyst, Data Analyst, or similar role within financial services / capital markets. Hands on experience supporting investment, trading, risk, operations, or regulatory reporting data platforms in a production environment. Experience working with industry standard investment or portfolio management platforms. Strong understanding of financial services data domains, with the ability to engage confidently with Front Office, Risk, Operations, and Technology stakeholders without heavy translation layers. Demonstrated experience acting as a primary BA/BSA for BAU and production critical issues, with clear ownership from investigation through resolution. Strong analytical and problem solving skills, particularly in the context of complex data, business logic, and operational issues. Excellent communication skills, with the ability to explain complex data concepts clearly to both technical and non technical audiences. Ability to manage multiple priorities and deliver outcomes in a fast paced, Agile delivery environment, with a strong sense of ownership and accountability.

Job DescriptionJob Title : Technical Business Systems Analyst Location: Newark, NJ – Hybrid (3 days a week) Duration: 6 Months Salary Range: $52.00 - $55.00/Hour on W2 (Without Benefits). Applicants must be willing to work on W2 Experience Required: • Overall Experience Required is 8–10 years.Investment Experience:, • Must Have 7+ years in Investments.Role Overview:, • We are seeking an experienced Technical Business Systems Analyst to support a global financial services client environment., • This role sits at the intersection of business, data, and technology and plays a key role in enabling data-driven decision making, supporting critical platforms, and delivering change across business and technology teams., • The role is heavily focused on BAU data provisioning with end-to-end ownership of data onboarding, issue investigation and resolution, and continuous improvement, operating within an Agile delivery model., • The successful candidate will be hands-on, proactive, and accountable, with strong financial services / capital markets domain knowledge, solid SQL skills, and the ability to decompose complex business logic, understand existing technical implementations, and work closely with business stakeholders and engineering teams to ensure the reliable, high-quality delivery of data products.Key Responsibilities, • Own end-to-end delivery and support of financial services data products, from requirement intake through production support, ensuring stability, accuracy, and timeliness., • Act as the primary Technical BSA for BAU and production data issues, taking accountability for root cause analysis, remediation, and prevention of recurring issues., • Partner with business stakeholders to translate financial domain business needs into clear, actionable functional and technical specifications, including data mappings, transformations, and validation rules., • Work closely with data engineering and technology teams to analyze existing data logic, review SQL and code, and validate that implementations align with business intent., • Proactively monitor and assess data quality, identify issues early, and drive resolution through to completion rather than simple escalation., • Support Agile delivery by contributing to backlog refinement, sprint planning, story breakdown, acceptance criteria, and release readiness., • Collaborate with Front Office, Risk, Operations, and downstream consumers to clarify requirements, resolve data questions, and ensure shared understanding of outputs and impacts., • Ensure data solutions meet production-grade standards, including stability, accuracy, traceability, auditability, and operational resilience., • Continuously improve BAU processes, controls, and documentation, reducing operational risk and improving transparency and efficiency., • Proactively identify opportunities for process optimization, automation, and improved data controls, incorporating best practices across financial services data delivery.Your Profile: Essential Skills / Knowledge / Experience: • Bachelor’s degree in Computer Science, Information Systems, Data Analytics, Business Information Systems, or a related discipline., • 5+ years proven experience in a Technical Business Analyst, Business Systems Analyst, Data Analyst, or similar role within financial services / capital markets., • Hands-on experience supporting investment, trading, risk, operations, or regulatory reporting data platforms in a production environment., • Experience working with industry-standard investment or portfolio management platforms., • Strong understanding of financial services data domains, with the ability to engage confidently with Front Office, Risk, Operations, and Technology stakeholders without heavy translation layers., • Demonstrated experience acting as a primary BA/BSA for BAU and production-critical issues, with clear ownership from investigation through resolution., • Strong analytical and problem-solving skills, particularly in the context of complex data, business logic, and operational issues., • Excellent communication skills, with the ability to explain complex data concepts clearly to both technical and non-technical audiences., • Ability to manage multiple priorities and deliver outcomes in a fast-paced, Agile delivery environment, with a strong sense of ownership and accountability.Technical Skills & Experience: Strong SQL Expertise: • Write, review, and optimise complex queries., • Perform independent data analysis and validation., • Debug and investigate production data issues.Data & Technical Experience:, • Hands-on experience working with relational data models and enterprise data platforms (e.g. Microsoft SQL Server)., • Ability to read existing code (e.g. SQL, Python, Java) to extract, decompose, and validate underlying business logic.Core Data Concepts:, • Source-to-target mappings., • Data transformations and enrichment., • Historical vs. “as-of” data handling., • Data quality, reconciliation, and control frameworks., • Good understanding of data flows, system integrations, and application architectures within enterprise environments.Desirable Skills / Knowledge / Experience:, • Exposure to process optimisation, automation, or data governance initiatives within financial services., • Experience working in globally distributed delivery teams. Kind Regards, Aakaash Shelkey Associate Recruiter – Staffing Artech is the #1 Largest Women-Owned IT Staffing Company in the US! Call : (319)-348-2302 Email: Aakash.Shelkey@artech.com 360 Mt. Kemble Avenue, Suite 2000 Morristown, NJ 07960 Website: www.artech.com Reach out to our consultant’s career page for more jobs - Explore consulting Job Opportunities for Growth - Artech

Job DescriptionRequest ID: 114440-1 Title: Business Analyst Locations: ONSITE 3 days Newark, NJ Duration: 06 Months Pay Range: $55-$60/Hour on W2/C2C (All inclusive) Expectation – Day 1 Onsite Please do not submit OPT profiles and the candidate should be willing to move to client location day 1. Linked in URL is mandatory Please DO NOT submit any candidates without Investment Management or Asset Management experience. DO NOT submit if the candidate has only BANK working experience. The profiles will be rejected. NJ candidates will be given priority compared to candidates from other locations joining on day 1. We are open for other locations candidates who are willing to relocate but NJ based candidates will be given priority based on our past experience. CFA Certification will be given priority. Role Overview We are seeking a detail-oriented, technical-minded Business Analyst with deep knowledge of fixed income instruments, Separately Managed Account (SMA) structures, and front-to-back investment workflows. You will work closely with Portfolio Managers, Trading Desks, Compliance, Risk, and Software Engineering teams to gather requirements, map data flows, optimize order management systems (OMS/EMS), and deliver scalable technical solutions. The successful candidate will be hands on, proactive, and accountable, with strong financial services / capital markets domain knowledge, solid SQL skills, and the ability to decompose complex business logic, understand existing technical implementations, and work closely with business stakeholders and engineering teams to ensure the reliable, high quality delivery of data products. Key Responsibilities: Requirements & Specifications: Gather, analyze, and translate complex business and regulatory requirements into detailed functional specifications, user stories, data mappings, and process flow diagrams Fixed Income & SMA Workflow Optimization: Partner with portfolio management and trading teams to support SMA onboarding, model portfolio replication, tax-loss harvesting, cashflow forecasting (coupons, principal, calls, maturities), and trade execution Data & Technical Analysis: Utilize SQL and data-querying tools to inspect, validate, and trace fixed income security attributes, trade lifecycles, and reference data across internal databases System Integration & Testing: Partner with technology teams to design platform enhancements, manage UAT (User Acceptance Testing) plans, execute test cases, and lead defect tracking and resolution Cross-Functional Collaboration: Act as the primary translation layer between business stakeholders (Trading, Compliance, Operations) and technical teams (Software Developers, Data Engineers) Essential skills/knowledge/experience: Bachelor’s degree in computer science, Information Systems, Data Analytics, Business Information Systems, or a related discipline. 8+ years proven experience in a Technical Business Analyst, Business Systems Analyst, Data Analyst, or similar role within financial services / capital markets. Experience working with industry standard investment or portfolio management platforms. Strong understanding of financial services data domains, with the ability to engage confidently with Front Office, Risk, Operations, and Technology stakeholders without heavy translation layers. Demonstrated experience acting as a primary BA/BSA for BAU and production critical issues, with clear ownership from investigation through resolution. Strong analytical and problem solving skills, particularly in the context of complex data, business logic, and operational issues. Excellent communication skills, with the ability to explain complex data concepts clearly to both technical and non technical audiences. Technical Skills & Experience: Strong SQL expertise, including the ability to: write, review, and optimise complex queries, perform independent data analysis and validation Hands on experience working with relational data models and enterprise data platforms (e.g. Client SQL Server). Ability to read existing code (e.g. SQL, Python, Java) to extract, decompose, and validate underlying business logic. Good understanding of data flows, system integrations, and application architectures within enterprise environments.

Job Description WSA – Wonderful Sound for All is a global leader in the hearing aid industry. Together with our 12,000 colleagues in 130 countries, we invite you to help unlock human potential by bringing back hearing for millions of people around the world. Our portfolio of technologies spans the full spectrum of hearing care, from distinct hearing brands and digital platforms to managed care, hearing centers and diagnostics locations. Position Overview: We are looking for a proactive, hands-on Senior Business Intelligence Analyst / BI Developer who loves navigating data and turning it into dashboards that people actually use. Reporting to the Director, Sales Operations, you will own the build-out and quality of our Power BI and Salesforce CRM Analytics (CRMA) reporting for the WSA USA business. You are the kind of Senior Analyst who doesn't wait to be asked. You dig into the data, spot what's off or missing, and come back with a fix and a better way of doing it. You are comfortable moving between Salesforce, our ERP and data warehouse, and Excel, and you use AI tools every day to work faster and smarter. If you want to be the go-to person for "what does the data say?" in a growing commercial organization, this role is for you. Position Details: Job Type: Permanent, full-time Department: Finance Location: Iselin, New Jersey or Hauppauge, New York Office Working Model: Hybrid Base range - $100,000 - $135,000.00 Total Rewards Package: comprehensive benefits package, 401k matching program, tuition reimbursement & continuous learning programs, employee and family discount programs, generous PTO programs What you'll be responsible for: Dashboards & Insights Design, build, and maintain Power BI and CRMA dashboards that give sales, finance, and leadership a clear, trusted view of performance. Translate business questions into intuitive, well-designed reports, focusing on the few metrics that matter rather than more data. Analyze trends, variances, and anomalies and proactively bring forward insights and recommendations, not just numbers. Data Management & Quality Extract, transform, and model data from Salesforce, ERP, data warehouse, and other sources (Power Query, SQL, CRMA recipes/dataflows). Own data accuracy and integrity across our reporting suite; find, troubleshoot, and resolve discrepancies before stakeholders do. Integrate new data sources as business needs evolve. Reporting Governance & Documentation Establish and maintain consistent KPI definitions, reporting standards, and documentation of data sources, logic, and models. Keep reporting solutions reliable, scalable, and easy to maintain. Stakeholder Partnership Partner with sales, finance, and commercial leaders to understand their needs, challenge requirements where useful, and deliver practical solutions. Work with IT and global BI teams to improve our data foundation and reporting processes. AI & Automation Use AI tools (e.g., Microsoft Copilot, AI features in Power BI and CRMA, generative AI assistants) to speed up analysis, automate recurring reporting, and generate narrative insights. Identify and drive opportunities to automate manual work, including building agents, bots, or workflows as the role grows. Stay current on BI and AI capabilities and bring forward ideas we haven't thought of yet. What success looks like in your first year: Our core Power BI and CRMA dashboards are trusted, used weekly by leadership, and owned by you. Recurring manual reports are automated or meaningfully streamlined. You've identified and fixed data quality issues at the source, not just in the report. Stakeholders come to you first with their data questions. What we're looking for: Must-have Bachelor's degree in Data Analytics, Business Intelligence, Information Systems, Economics, Business, or equivalent practical experience. 3+ years of experience in data analysis, reporting, or business intelligence. Proven, hands-on experience building Power BI dashboards (data modeling, DAX, Power Query). Hands-on experience with Salesforce CRM Analytics (CRMA / Tableau CRM), including dashboards and recipes/dataflows, and comfort working with Salesforce data. Strong SQL and advanced Excel skills. Active, everyday use of AI tools in your work, with curiosity about how to apply them further. A proactive, ownership-driven mindset: you spot problems and opportunities and act on them without being asked. Strong attention to detail and a high bar for data accuracy. Ability to communicate data clearly and concisely to non-technical stakeholders. Nice-to-have Experience in a B2B, sales, distribution, or commercial environment. Experience with Power Automate, Copilot Studio, Python, or similar automation tools. Exposure to forecasting or predictive analytics. When applying, you will be asked to include a short example of a dashboard you've built or a data problem you identified and solved on your own initiative. The Company provides equal opportunity to all employees and prospective employees without regard to race, color, creed, religion, national origin, ancestry, sex, age, physical or mental disability, marital status, pregnancy, genetic information, sexual orientation, gender identity, protected veteran or military status, or any other consideration not related to the person’s ability to do the job or otherwise made unlawful by federal, state, or local law.

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Genesis10 is currently seeking a Product Owner - Tech Delivery for a hybrid position (3 days onsite per week required) with a Global Financial Institution located in Jersey City, NJ, Charlotte, NC or Plano, TX. This is a 12+ month contract opportunity. This role serves as the primary liaison between business stakeholders, engineering teams, and delivery partners within the Chief Technology Infrastructure (CTI) organization. The Product Owner will be responsible for defining, prioritizing, and delivering technology solutions that align with business objectives. This position emphasizes Agile delivery, end-to-end ownership of product backlogs, and alignment of technology deliverables to enterprise priorities, while ensuring compliance with change management and risk standards. Responsibilities: • Manage or support the delivery of technology initiatives or programs, • Define and manage product backlogs and prioritize work effectively, • Translate business needs into technical requirements and user stories, • Manage multiple initiatives across different stages of the delivery lifecycle, • Work closely with engineering teams on technology delivery, • Drive outcomes in complex, cross-functional environments Requirements: • Experience as a Product Owner, Business Analyst, or similar role in Agile environments, • Strong stakeholder management and cross-functional collaboration skills, • Experience with Agile methodologies (Scrum, Kanban) and an understanding of Agile frameworks (SAFe preferred), • Experience using tools such as JIRA and Confluence, • Strong communication, facilitation, and problem-solving skills, • Familiarity with enterprise change management, risk, and compliance frameworks, • Hybrid work model with 3 days onsite per week required Desired skills: • Certification in Agile/Product methodologies (e.g., Certified Scrum Product Owner – CSPO, SAFe PO/PM), • Experience in financial services or highly regulated environments, • Familiarity with infrastructure, platform, or enterprise technology domains (e.g., mainframe, cloud, automation), • Experience with portfolio-level planning tools (e.g., JIRA Align), • Strong analytical and data-driven decision-making skills, • Ability to influence senior stakeholders and drive alignment across competing priorities Pay range: $51.37 - $59.37 per hour Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years., • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years., • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.), • Behavioral Health Platform, • Medical, Dental, Vision, • Health Savings Account, • Voluntary Hospital Indemnity (Critical Illness & Accident), • Voluntary Term Life Insurance, • 401K, • Sick Pay (for applicable states/municipalities), • Commuter Benefits (Dallas, NYC, SF, and Illinois) For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description Introduction The Product team is responsible for defining, prioritizing, and delivering technology solutions that align with business objectives within the Chief Technology Infrastructure (CTI) organization. This role serves as the primary liaison between business stakeholders, engineering teams, and delivery partners to ensure product features and initiatives are clearly defined, prioritized, and executed effectively. The role emphasizes Agile delivery, end-to-end ownership of product backlogs, and alignment of technology deliverables to enterprise priorities, while ensuring compliance with change management and risk standards. Required Skills & Qualifications (Must-have qualifications that candidates must meet to be considered) • Primary Skill: Product Management, • Experience managing or supporting delivery of technology initiatives or programs, • Strong stakeholder management and cross-functional collaboration skills, • Experience with Agile methodologies (Scrum, Kanban), • Experience using tools such as JIRA, Confluence, or similar delivery platforms, • Ability to manage multiple initiatives across different stages of the delivery lifecycle, • Strong communication, facilitation, and problem-solving skills, • Familiarity with enterprise change management, risk, and compliance frameworks, • Experience as a Product Owner, Business Analyst, or similar role in Agile environments, • Experience driving outcomes in complex, cross-functional environments, • Prior work experience at client or in client's Industry Applicants must be able to work directly for Artech on W2 Preferred Skills & Qualifications (Nice-to-have skills but are not required) • Certification in Agile/Product methodologies (e.g., Certified Scrum Product Owner – CSPO, SAFe PO/PM), • Experience in financial services or highly regulated environments, • Familiarity with infrastructure, platform, or enterprise technology domains (e.g., mainframe, cloud, automation), • Experience with portfolio-level planning tools (e.g., JIRA Align), • Strong analytical and data-driven decision-making skills, • Ability to influence senior stakeholders and drive alignment across competing prioritiesDay-to-Day Responsibilities (key tasks and expectations for the role), • Define, prioritize, and deliver technology solutions aligned with business objectives, • Serve as the primary liaison between business stakeholders, engineering teams, and delivery partners, • Ensure product features and initiatives are clearly defined, prioritized, and executed effectively, • Maintain end-to-end ownership of product backlogs, • Ensure compliance with change management and risk standardsCompany Benefits & Culture, • Competitive salary and benefits package, • Opportunities for professional growth and development, • Inclusive and dynamic work environment For immediate consideration please click APPLY to begin the screening process with Alex

Job Description About the Company & Role Our client is a leading global consultancy renowned for delivering high-profile, complex, iconic, large-scale capital projects. We're looking for a dynamic and motivated Business and Architecture Analyst to join our growing team. In a full-time, permanent role, you will initially be working on the Hudson Tunnel Project. If you're excited to build real‑world experience in a modern, cloud‑first environment, this role gives you the foundation to grow fast. As the Business and Architecture Analyst, you will provide technology portfolio management, business analysis, enterprise architecture analysis, technology governance, and data governance. The role maintains a reliable view of the application portfolio, documents business processes and integrations, coordinates technology intake and requirements activities, and produces decision-ready reporting for the Director and leadership. The busiest rail connection between New York, New Jersey, and the Northeast Corridor, the Hudson Tunnel Project will improve capacity, reliability, and resiliency of commuter and intercity rail transit serving 800,000 daily passengers from Washington, D.C. to New York and New England. This is a milestone project that is slated to receive nearly $12 billion in federal funding, the largest investment in a mass transit project in US history. Responsibilities • Build and maintain the application register, including owner, purpose, users, cost, contract term, renewal date, data classification, integrations, support model, and single sign-on (SSO) status., • Reconcile the application register with procurement, finance records in Sage Intacct, and asset records in NinjaOne., • Document current-state business processes, data flows, and integration maps., • Run the technology intake process for new software and change requests, including screening for duplicate tools, collecting business cases, routing requests for technical review, and tracking requests through IT Steering Committee decisions., • Lead requirements workshops and prepare requirements, user stories, business cases, and options analyses., • Perform current-state versus target-state gap analyses and maintain the business capability map., • Maintain the AI use-case inventory for the AI Governance Working Group., • Track license renewals at least 90 days in advance and flag upcoming renewals to system owners., • Support data governance by recording the data owner and data classification for each system., • Produce technology portfolio reports and dashboards for the Director and leadership. Qualifications • Bachelor's degree in Information Systems, Business, Information Technology, or a related field., • Five or more years of experience in business analysis, systems analysis, or enterprise architecture analysis., • Two or more years of experience maintaining an application portfolio, configuration management database (CMDB), or technology inventory., • Experience creating process maps using Business Process Model and Notation (BPMN) and developing data-flow diagrams with Microsoft Visio, Lucidchart, or draw.io., • Experience gathering and documenting requirements, facilitating workshops, writing user stories, and developing business cases., • Working understanding of software as a service (SaaS), integrations, application programming interfaces (APIs), and data classification., • Strong Microsoft Excel, SharePoint, and Power BI skills, with demonstrated comfort working with structured data., • Clear written communication skills for both technical and non-technical audiences. Preferred Qualifications • CBAP or CCBA certification., • TOGAF Foundation certification., • Experience with capital-program systems such as Kahua or Primavera P6, or with other asset management systems., • Understanding of the Microsoft Azure platform, Azure DevOps, Jira, or other configuration management systems. The estimated starting salary for this position is $140k. Starting salary may vary based on permissible, non-discriminatory factors such as experience, skills and qualifications. This is an excellent opportunity for a Business and Architecture Analyst looking to work on the most challenging, high-profile and innovative projects. If you're an ambitious professional who thrives in a dynamic environment and enjoys delivering solutions that drive project success, we encourage you to apply. Platinum Global Talent Solutions is committed to providing equal employment opportunities to all qualified individuals. We refer candidates based on their qualifications and experience, without regard to race, color, religion, national origin, sex, age, disability, veteran status, or any other legally protected status.

Job Description Pay Rate: $65.00 Location: ONSITE 3 days Newark, NJ Duration: 6 months Role Title: Business Analyst Must Have - Investment Management or Asset Management experience. CFA Certification will be given priority. Role Overview We are seeking a detail-oriented, technical-minded Business Analyst with deep knowledge of fixed income instruments, Separately Managed Account (SMA) structures, and front-to-back investment workflows. You will work closely with Portfolio Managers, Trading Desks, Compliance, Risk, and Software Engineering teams to gather requirements, map data flows, Eligible to workimize order management systems (OMS/EMS), and deliver scalable technical solutions. The successful candidate will be hands on, proactive, and accountable, with strong financial services / capital markets domain knowledge, solid SQL skills, and the ability to decompose complex business logic, understand existing technical implementations, and work closely with business stakeholders and engineering teams to ensure the reliable, high quality delivery of data products. Key Responsibilities: Essential skills/knowledge/experience: • Bachelor s degree in computer science, Information Systems, Data Analytics, Business Information Systems, or a related discipline., • 8 years proven experience in a Technical Business Analyst, Business Systems Analyst, Data Analyst, or similar role within financial services / capital markets., • Experience working with industry standard investment or portfolio management platforms., • Strong understanding of financial services data domains, with the ability to engage confidently with Front Office, Risk, Operations, and Technology stakeholders without heavy translation layers., • Demonstrated experience acting as a primary BA/BSA for BAU and production critical issues, with clear ownership from investigation through resolution., • Strong analytical and problem solving skills, particularly in the context of complex data, business logic, and operational issues., • Excellent communication skills, with the ability to explain complex data concepts clearly to both technical and non technical audiences. Technical Skills & Experience: • Strong SQL expertise, including the ability to:, • write, review, and Eligible to workimise complex queries,, • perform Consultant data analysis and validation, • Hands on experience working with relational data models and enterprise data platforms (e.g. Microsoft SQL Server)., • Ability to read existing code (e.g. SQL, Python, Java) to extract, decompose, and validate underlying business logic., • Good understanding of data flows, system integrations, and application architectures within enterprise environments.

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo/com/us to discover the future of investing with confidence and innovation. Position Summary We are seeking an experienced, detail-oriented Senior Futures Risk Analyst to join our Futures Commission Merchant (“FCM”) risk management team in Jersey City/Dallas. This individual-contributor role is responsible for monitoring client and proprietary risk exposures, administering trading and credit controls, evaluating margin and collateral adequacy, and escalating emerging market- and credit-risk issues in a timely manner. The ideal candidate brings hands-on experience in futures clearing or FCM risk operations, including intraday margin monitoring, position-limit oversight, credit controls, and risk escalation procedures. This role will work closely with Clearing Operations, Compliance, Finance, Technology, and business stakeholders to support a disciplined and scalable futures risk-control environment. Primary Responsibilities • Monitor real-time and end-of-day market, credit, margin, and liquidity exposures across client accounts and proprietary positions., • Execute established risk-monitoring procedures; identify, investigate, document, and escalate risk-limit breaches and unusual account activity promptly., • Administer CME Globex Credit Controls (“GC2”), including setting and maintaining approved pre-trade exposure and maximum-order-quantity limits for futures and options., • Evaluate client margin adequacy, including initial and maintenance margin requirements, variation margin, intraday deficits, and collateral coverage., • Monitor stress-testing and Value-at-Risk (“VaR”) results; identify portfolio vulnerabilities and escalate material adverse-risk scenarios., • Monitor exchange-imposed and firm-specific position limits, accountability levels, and reportable-position thresholds; investigate and escalate potential breaches., • Assess the quality, eligibility, concentration, liquidity, valuation, and applicable haircuts of margin collateral., • Investigate risk alerts that may arise from stale prices, erroneous ticks, feed disruptions, position-data issues, or other market-data-integrity concerns; distinguish genuine risk events from data-driven false signals., • Execute risk escalation procedures, including trading restrictions, credit-limit changes, and support for partial or full account liquidations in accordance with delegated authority and firm policy., • Monitor upcoming market-risk events—including economic releases, geopolitical developments, contract expirations, delivery periods, and market holidays—and recommend appropriate adjustments to risk parameters or monitoring thresholds., • Partner with Clearing Operations, Compliance, Finance, Technology, and the business to resolve risk issues and improve control effectiveness., • Prepare daily risk reports, exception logs, incident summaries, and management reporting., • Participate in risk-control testing, procedure development, system enhancements, and regulatory or internal-audit requests. Requirements • Bachelor’s degree in Finance, Economics, Mathematics, Risk Management, or a related discipline., • 3–7 years of relevant experience in futures risk management, clearing operations, margin operations, or credit risk at an FCM, clearing firm, futures broker, or exchange., • Strong understanding of futures contract specifications, settlement and delivery mechanics, and product-specific risk characteristics across equity index, fixed-income, commodity, FX, and options-on-futures products., • Practical knowledge of initial margin, maintenance margin, variation margin, intraday margin calls, and end-of-day margin processes., • Experience monitoring client portfolios for market, credit, margin, concentration, and liquidity risk., • Familiarity with futures margin methodologies, including SPAN, CME CORE, or comparable risk-based margin frameworks., • Working knowledge of exchange and firm position limits, accountability levels, reportable-position requirements, and account aggregation concepts., • Experience interpreting stress-testing and VaR results and translating them into appropriate risk decisions or escalations., • Familiarity with CME Globex Credit Controls (“GC2”) or comparable pre-trade credit-control and order-risk-control tools., • Ability to investigate market-data and position-data anomalies, including stale prices, erroneous trades or ticks, and data-feed disruptions., • Knowledge of escalation procedures for margin deficiencies, risk-limit breaches, trading restrictions, and forced liquidation., • Familiarity with CFTC, NFA, and CME Group rules applicable to FCM risk operations., • Strong analytical judgment, attention to detail, and ability to make sound time-sensitive decisions., • Strong written and verbal communication skills.Preferred Qualifications, • Direct experience at a self-clearing FCM or CME Clearing Member., • Experience administering GC2 limits and monitoring blocked, cancelled, or restricted orders., • Experience evaluating non-cash collateral, including collateral haircuts, concentration limits, and eligibility requirements., • Series 3 registration or ability to obtain it within a defined period after hire., • FRM, PRM, CFA, or similar risk-management certification., • Experience with risk-reporting tools, SQL, Python, Excel/VBA, or data-analysis platforms.What Success Looks Like, • Risk exposures, margin deficits, and position-limit exceptions are identified, escalated, and resolved within established service-level and governance requirements., • GC2 and other trading-risk controls are accurate, properly approved, and supported by complete documentation., • Risk reports and incident summaries are reliable, concise, and actionable for senior management., • Market-data anomalies are investigated efficiently without allowing genuine client or firm exposures to remain unmanaged., • The role contributes practical improvements to risk-monitoring workflows, control documentation, reporting, and cross-functional issue management. Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000-$165,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

We're Hiring! | Eagle Accounting & Performance Support Analyst Location: Newark, NJ (Remote) We are looking for an experienced Eagle Accounting & Performance Support Analyst with strong expertise in Eagle STAR and Eagle PACE platforms. Must-Have Skills: • 5+ years of experience with Eagle STAR & PACE., • Strong Investment Accounting and Performance Measurement knowledge., • Portfolio Accounting, Corporate Actions, Pricing & Reconciliation., • Strong SQL and Oracle database skills., • Production Support and troubleshooting experience. Experience in Asset Management or Investment Management is preferred. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, citizenship status, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable law _

IntePros is seeking a Logistics Analyst to join our premier client in Summit, NJ. The Logistics Analyst will be responsible for supporting our client’s Operations team by providing advanced analytical support that transforms raw data into actionable information, ultimately driving business and strategy decisions. This role is also composed of tactical responsibilities that drive increases in inventory accuracy and 3PL performance. The position requires strong collaboration with various cross-functional groups including Quality, Marketing, Finance, and Project Management on various long-term initiatives and day-to-day tasks. This person must be local to the Summit, NJ location. Logistics Analyst Responsibilities: • Organization and Strategy, • Participate in Supply Chain initiatives defined in the client roadmap, • Support the end-to-end Supply Chain strategy and analyze opportunities to integrate with the broader organization, • Base Business Support:, • Manage Domestic/International fulfillment processes and warehouse, providing support for commercial initiatives to drive sales as well as any customer service issues requiring root cause analysis and/or warehouse support, • Manage shipping of Domestic/International orders in ERP system., • Interact with buyers/finance to create and/or manage purchase order supporting open invoices., • Manage the inventory portfolio via inventory reconciliations between WMS(s) and ERP system and transfers between warehouses based on projected demand and business needs., • Analyze inventory on hand and develop monthly inventory projection model to be shared cross-functionally and with larger organization, • Achieve SLOB reduction targets by hosting cross-functional, tactical meetings to review aged/obsolete inventory and align on disposition strategy, • Coordinate quarterly destruction of expired, damaged, and/or quality dispositioned inventory, with strict attention to compliance standards, • Analyze monthly 3PL invoices for accuracy of logistics charges, and estimate logistics spend for quarter end accruals processes., • Provide advanced analytical support to projects relating to 3PL activities, including analysis of capacity, process capabilities, and risk, • Provide the Project Management Organization as an SME for logistics-related activities Logistics Analyst Qualifications: Education: • BS/BA required, • A focused degree in Engineering or Supply Chain is preferred, • Advanced user of Excel, • Proficient in the use of Word, PowerPoint, Outlook, and Visio Experience: • Experience with ERP systems preferred, Epicor a plust, • Experience working with cross-functional teams and matrixed organizations Knowledge, Skills and capabilities: • Ability to work in cross functional teams, • Strong written and oral communication skills, • Strong continuous improvement mindset, • Strong analytical skills, • Ability to translate complex situations into simple working solutions, • High level of personal initiative, ability to function autonomously, • Comfortable with rapidly changing situations and environment

About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary As a participant in the Shōrai Program, you will be expected to apply both creative and analytical thinking, demonstrate effective problem-solving skills, and make informed decisions utilizing the technical expertise gained during the program. Comprehensive on-the-job training will be provided by our highly experienced underwriters and functional leaders across the organization. The three-year educational and developmental framework of the program also offers an excellent opportunity to launch your career. You will gain exposure to key areas including Corporate Underwriting, and the Global Business Unit (GBU) departments. Beyond daily responsibilities, there will be customized short- and long-term development plans, designed to deepen your underwriting knowledge through industry-recognized coursework and certifications. To ensure thorough integration into TMA’s customer-focused culture and to provide insight into essential roles within the Underwriting unit, participants will be expected to interact with colleagues across multiple branch offices and departments. This experience will facilitate relationship-building with colleagues and contribute to expanding your understanding of TMA's operations. Essential Job Functions Essential Job Functions – Underwriting Business Analyst – Phase One: • Works directly with Underwriting Leadership, Underwriters and Underwriting Analysts as directed to understand project concept, objectives and approach., • Takes assigned project(s) from original concept through final implementation with direction from underwriting unit owners., • Creates and maintains project schedules by developing project plans and specifications., • Become a user expert on Policy Decisions (Majesco), OnBase, TED, Sales Force, Loss Control 360 and other system applications as necessary., • Assists in the development of effective tools for Underwriting Management and Underwriters to enhance the ability to effectively manage the portfolio., • Collaborate/liaise with other internal business units in developing reports, data management/reporting tools and improve workflows and processes., • Review various sections of Underwriting guides and work with FUW and CUW on any suggested changes, • Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at Company. Essential Job Functions Underwriting Focus – Phase Two: • Underwriting skillset development:, • Manage a book of assigned accounts to develop foundational underwriting skills and gain experience with systems and processes to facilitate the creation of operational efficiencies within the Underwriting Department., • Analyzes and evaluates exposures, determines and recommends underwriting actions, determines appropriate pricing and terms and identifies/refers alternatives within scope of authority and with Manager guidance., • Completes all file documentation and rating schedules in compliance with all internal and state regulatory requirements., • Maintains effective communication and rapport with Client Solutions, insureds (as applicable), producers, other departments, and unit staff members., • Coordinates, with assistance as needed, account activities between various other departments, underwriters, account executive officers and producers within the scope of account ownership and authority., • Ad Hoc project work in a variety of vertical initiatives, • Stays current with market intelligence on an ongoing basis., • Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at Company. Work Arrangement: This role currently follows a hybrid schedule requiring 2 days per week in the office, with the remaining days worked remotely. The work arrangement may be subject to change based on business needs. Qualifications • Bachelor’s degree required, • Advanced skills in Adobe Acrobat and Microsoft Office Suite, specifically Word, Excel and PowerPoint, • Strong oral and written communication, • Ability to multitask, • Ability to work independently, • Legal authorization to work in the U.S. Salary range $60,000 to $70,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.

We are currently seeking candidates for an Investment Trade Operations Analyst(s) at an investment firm with a location in Jersey City, NJ, 07311. The ideal candidate will have internship experience(s) and/or up to 1 year of experience in the financial services and/or asset management industry(s). These role(s) are temporary (est. 6+ months) with an opportunity for extension and/or an opportunity to become permanent and will pay between $25.00 and $26.00 per hour within a 40-hour work week. Operations/Back Office support of day-to-day mutual fund investment and trading activity. On-site three days per week. These jobs start November 23rd, 2026. Responsibilities • Research and resolve trade discrepancies by interacting with brokers and custodian banks, • Instruct trades and trade amendments, • Prepare wire transfers to fund investment activity, • Process and reconcile trade activities, • Process cash transactions, • Perform daily/monthly asset and cash reconciliations, • Settle trades and foreign exchanges, • Asset position reconciliation, • Research and report variances and incorrect holdings, • Daily and monthly client reporting, • Analyze monthly portfolio asset reports for client accounts, • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios, • Use Bloomberg to research portfolio discrepancies Qualifications • Bachelor’s Degree (preferably in Finance), • Internship(s) or similar work experience, • Team player with a strong focus on getting the job done within established strict timeframes, • Knowledge of MS Office applications and spreadsheet proficiency For immediate consideration, interested and qualified candidates, please forward an updated resume in a Word document to: hgorman@daleyaa.com

Required Skills & Experience • 5–10+ years of Technical Business Analyst experience within technology environments (must be hands-on, delivery-focused), • Strong experience working on FRTB regulatory projects, • Strong understanding of time series data • Background in financial services with exposure to Market Risk or Risk Technology, • Strong understanding of: ○ methodologies used to calculate market risk capital requirements under FRTB ○ Market risk fundamentals (e.g., Value at Risk (VaR), market vs. credit risk) • Able to decompose complex data initiatives into granular, step-by-step project plans, • Ensures clear validation of data changes, including demonstrating how data is impacted (or not) through end-to-end flows, • Experience coordinating across cross-functional technical teams and business stakeholders, • Familiarity with testing processes, data validation, and audit/compliance requirements Nice to Have Skills & Experience • Ability to query and analyze data (SQL) Prior experience working at Bank of America Job Description We are seeking a hands-on Business Analyst to lead FRTB initiatives within the Market Risk technology organization. This individual will independently drive delivery across a portfolio of data-focused projects, ensuring accuracy, traceability, and compliance of data used to support market risk calculations. Key Responsibilities: • Own end-to-end delivery for FRTB initiatives, managing multiple concurrent efforts from intake through closure of FRTB related tickets -understanding of time series data as well as the primary methodologies used to calculate market risk capital requirements under FRTB • Break down complex data projects into detailed, actionable plans, including sourcing, mapping, transformation, and testing of data, • Partner with engineering, QA, BA teams, and upstream data providers to resolve gaps and ensure accurate data flow across systems, • Coordinate with business stakeholders to prioritize work, secure funding, and align on delivery timelines, • Ensure testing, validation, lineage tracking, and audit/compliance documentation are completed for all data changes, • Demonstrate how data changes propagate through systems, including validation of expected vs. actual outputs, • Identify and address data gaps, inconsistencies, and reporting issues impacting market risk calculations Operate in a fast-paced environment where priorities shift based on business needs and regulatory requirements

Role Description This is a full-time, on-site role based in Summit, NJ, for a Investments Financial Planner, Portfolio Planning Specialist, Paraplanner Not an Analyst Role We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: (ALL REQUIRED) · Bachelor’s degree · 2 full years of consecutive work experience · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Able to uphold the firm’s purpose, vision, and values and has high ethical standards. Strong PLUS if you hold any of the below licenses /certifications: • Series 65, • Series 66, • Series 7, • CFP, • CHFC, • CFA Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Personable attitude and willingness to build relationships with Advisors. · Desire to learn a wide array of subject matter. · Self-starter with ability to work independently. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. · Willingness to take initiative and proactively follow up with clients without being asked. Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 -$75,000 based on experience and licenses, • This is an Exempt position., • Annual performance bonus target: 10%+ Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking, • *This role is an in-office position

Job Description: We are seeking a Lead Data Business Analyst / Data Product Manager with 10–15+ years of experience to drive modern data architecture and analytics initiatives for a top-tier investment management client. Sitting directly at the intersection of business strategy, investment domain expertise, and cloud data architecture, you will lead requirement gathering, data mapping, and functional design for enterprise data models. You will serve as the primary subject matter expert (SME) on BlackRock Aladdin and market data feeds, partnering with portfolio managers, risk teams, and data engineers to translate complex investment workflows into scalable cloud data structures. Key Responsibilities: • Business Analysis & Requirement Gathering: Lead cross-functional discovery with Portfolio Management, Risk, Operations, and Analytics teams. Draft comprehensive Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), Epics, and User Stories., • Data Mapping & Functional Modeling: Perform source-to-target data mapping (STM), gap analysis, and logical data modeling for investment datasets (fixed income, equities, derivatives, performance, and risk)., • Aladdin & Market Data Integration: Utilize BlackRock Aladdin (Aladdin Data Cloud, Explore, Security Reference Master) alongside vendor market data platforms (Bloomberg, Refinitiv, Morningstar) to define integration rules for enterprise pipelines., • Agile Product Ownership: Act as the Product Owner on data engineering delivery teams, driving sprint planning, backlog grooming, and technical acceptance for Snowflake data pipeline builds., • Data Quality & Governance: Document data dictionaries, business glossaries, and data lineage. Establish anomaly detection and data quality validation rules for upstream/downstream flows., • Downstream Analytics Consulting: Partner with BI/reporting teams to ensure data models accurately support business KPIs, executive dashboards (Power BI/Tableau), and regulatory/governance reporting. Key Qualifications & Skills • Experience: 15+ years of progressive experience in Data Business Analysis, Data Product Ownership, or Data Architecture within Investment Banking or Asset Management., • Aladdin Expertise (Mandatory): Deep, hands-on experience working with the BlackRock Aladdin platform (including Aladdin Data Cloud, Security Configuration Master, or ADAM)., • Market Data Expertise (Mandatory): Extensive background integrating third-party market data feeds (e.g., Bloomberg Data License, Refinitiv/LSEG, Morningstar, FIX/FPML) into enterprise data warehouses., • Data Mapping & Modeling: Strong expertise in Advanced SQL for data profiling, source-to-target mapping, ERD creation, and defining logical schemas (Star Schema, Kimball) for cloud warehouses like Snowflake., • Agile Delivery: Proven track record authoring BRDs, FRDs, epics, user stories, and managing backlog in Jira/Confluence., • Communication: Exceptional stakeholder management skills—ability to advise non-technical business leaders while effectively communicating technical specs to data engineers. Preferred Qualifications • Exposure to cloud platforms (Snowflake, AWS, Azure)., • Knowledge of quantitative methods (time-series analysis, regression, anomaly detection) for financial data validation., • Familiarity with BI visualization tools (Tableau, Power BI) WHY STRAIVE: Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective. Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT.

We are hiring an experienced Accounting & Performance Support Analyst with 3–5 years of experience in Eagle STAR, Eagle PACE, investment accounting, and performance measurement. Strong SQL, production support, portfolio accounting, and reconciliation skills are required.

Renewable Energy Analyst (Entry-Level) Location: Jersey City, NJ (hybrid) Salary: $80,000 - $100,000, depending on experience Type: Full-time About us We are a clean energy company that develops, builds, owns and operates renewable projects across the United States, with a portfolio spanning utility-scale solar, wind and battery energy storage (BESS). From our Jersey City office, our team supports projects across the Northeast, one of the most active clean energy regions in the country. We are looking for an entry-level analyst to help power that growth. What you will do You will work at the analytical heart of the business, supporting decisions across development, finance and operations. Expect variety, real responsibility and plenty of learning. Your work will include: • Building and maintaining models for project economics, energy production and market analysis, • Conducting research on markets, policies, technologies and competitors to support strategic decisions, • Supporting due diligence on new projects and acquisitions, working with data from every corner of the business, • Analyzing performance data from our operating fleet and reporting on trends and improvements, • Preparing clear reports, dashboards and presentations for project teams and senior leadership, • Supporting the development team with data for interconnection applications, permitting and site selection, • Improving the spreadsheets, tools and datasets the whole company relies on What we are looking for • A bachelor's degree in finance, economics, engineering, environmental science, data analytics or a related field, • A demonstrated interest in renewable energy and the clean energy transition, • Strong analytical skills and real comfort in Excel; experience with Python, SQL or data visualization tools is a plus, • Attention to detail and the discipline to get the numbers right, • Clear written and verbal communication, with the ability to turn analysis into insight, • Initiative and curiosity: you take ownership, ask good questions and learn quickly, • Authorization to work in the United States, • Internship or project experience in energy, finance or data analysis is a plus but not required. We hire, • for aptitude and attitude, and we invest in developing our people. What we offer • $80,000 - $100,000 base salary, depending on experience, • Hybrid working from our Jersey City office, • A structured development path with mentorship from experienced analysts and managers, • Exposure to development, finance and operations across three technologies, • Health, dental and vision coverage, 401(k) with company match, and generous PTO, • Support for professional development and further study, • The chance to grow with a company building and operating real clean energy assets How to apply Apply with your resume and a short note on why this role interests you. Applications are reviewed on a rolling basis. • We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. If you need an accommodation during the application process, please let us know.

Job Description: JOH is seeking a highly motivated and detail-oriented Sales Support Analyst to join our Fresh Division. This full-time position supports a portfolio of perishable brands and serves as a key liaison between customers, vendors, and internal teams. Responsibilities include managing customer orders, monitoring inventory levels, forecasting demand, and ensuring product availability while minimizing waste and inventory risk. In addition, this role provides sales support to the JOH Customer Management Team through new item setup, promotional entries, meeting preparation, sales bulletins, reporting, and other administrative and operational initiatives. The ideal candidate is organized, analytical, and able to thrive in a fast-paced, collaborative environment. Key Job Responsibilities: • Place customer purchase orders for JOH Vendors., • Analyze inventory levels, sales trends, and product performance to ensure adequate stock on hand., • Develop inventory forecasts and replenishment recommendations based on historical sales data, seasonality, promotions, and supplier lead times., • Track expiration dates, spoilage, shrinkage, and slow-moving products; and develop plans to move products out of warehouse., • Coordinate with cross-functional teams to resolve stock issues. Additional Responsibilities: • Manage data entry for new item Set-up and Trade Promotion Systems for JOH Vendors., • Assist JOH Customer Managers in preparing for JOH Vendor/Customer Meetings., • Draft new item bulletins/sales flyers and execute store distribution requests for JOH Vendors. Requirements: • Must live in proximity to JOH’s Cranford NJ Office., • Bachelor’s degree or business/trade school degree in a business-related field., • Ability to thrive and multi-task in a fast-paced team-oriented business environment., • Outstanding verbal and written communication and presentation skills., • An understanding of grocery industry including supply chain dynamics and trade promotions., • Proficiency in Microsoft Office applications (xls, ppt, doc) and inventory management systems., • Experience with perishable goods preferred. 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. While performing the duties of this job, the employee is required to sit, use hands to finger, handle, or feel objects or controls; and talk or hear.

About Us Proximo Spirits, Inc., a leading innovator and marketer of premium spirits in the U.S., is a privately-held company known for building and positioning some of the world's most iconic beverage brands. Key brands in the Proximo portfolio include Jose Cuervo® – the world's best-selling tequila brand, 1800® Tequila, Maestro Dobel® Tequila, Gran Centenario® Tequila, Bushmills® Irish Whiskey, and The Kraken® Black Spiced Rum. Proximo also imports and markets Three Olives® Vodka and more. For news and updates, follow us on LinkedIn, or visit proximospirits.com Who We Are At Proximo, we’re an entrepreneurial team with a passion for building legendary brands and shaping the future of the spirits industry. Our environment is fast-paced, highly collaborative, and results-driven. We embrace creative thinking, move with speed, and value bold ideas. You’ll be empowered to take ownership of your projects, challenge the status quo, and grow your career alongside world-class brands. Position Summary The Analyst, Commercial Finance & Distributor Strategy supports the Commercial organization by helping build and manage the Annual Operating Plan (AOP), driving the commercial forecasting process, and NSV/KPI performance tracking by state and distributor to maximize profit and deliver against AOP commitments. This role provides data-driven analysis and recommendations to optimize depletions and shipments, strengthen distributor performance management, and improve cross-functional decision making. Partners closely with Sales, Operations/Demand Planning, and Finance, the analyst will assist in developing standardized reporting and planning/forecasting processes, supports distributor meeting preparation and internal QBRs, and helps resolve operational issues that impact plan delivery. Role & Responsibilities AOP Planning, Forecasting & KPI Management • Partner with Sales, Finance, and Brand/Marketing to support the development, consolidation, and distribution of the annual AOP by brand and state., • Build and maintain KPI reporting that enables performance tracking versus AOP (depletions, shipments, mix, pricing, and key drivers)., • Provide data-driven analysis using internal and external sources to inform short- and long-term KPI targets for Sales, Brand, and Marketing teams. Allocation & NPD Forecasting Ownership • Support the allocations and Stage gate 3 (SG3) NPD forecasting process in partnership with Commercial and Brand/Marketing teams., • Support launch readiness planning by ensuring forecasts are aligned across functions and reflected in planning tools and reporting cadences. Distributor & Business Performance Insights • Provide business insights and analytics to support distributor meetings, scorecards, and internal QBRs, translating data into clear actions and priorities., • Identify performance gaps and recommend solutions to manage shipments and depletions, improve execution, and mitigate risks. Reporting, Tools & Process Improvement • Support in managing standardized reporting/forecasting tools and repeatable processes that improve decision quality internally and enable stronger distributor dialogue externally., • Improve visibility to performance drivers through clear definitions, consistent methodology, and user-friendly outputs., • Perform ad hoc analyses and projects as needed to support commercial priorities. Key Competencies • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures., • Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skilfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics. Success Measures • AOP accuracy and adoption: AOP materials are delivered on time, with clear assumptions and minimal rework; stakeholders consistently use outputs as the planning baseline., • Forecast credibility: Forecasts (including NPD and allocations) are accurate and trusted, with variance drivers clearly explained and actions defined., • KPI visibility and action: KPI reporting is standardized, timely, and decision-ready—enabling faster identification of performance risks and opportunities by brand/state., • Distributor readiness: Distributor meeting materials and QBR insights are clear, fact-based, and drive productive discussions, decisions, and follow-up actions., • Process improvement: Reporting and planning cycle times decrease through better templates/tools; manual rework and definition disputes decline., • Cross-functional impact: Role is viewed as a proactive partner who resolves issues, improves alignment, and strengthens how the commercial organization operates. Key Relationships • Internal: Sales, Brand / Marketing, Commercial Strategy, Operations / Demand Planning & Finance, • External: Distributor Network Knowledge and Experience • Bachelor's degree required., • 2+ years of finance experience (Prior experience in FP&A, sales / commercial finance or alcohol beverage industry experience a plus), • Strong analytical and strategic thinking skills, including ability to formulate business strategy., • Outstanding oral, written, and formal presentation skills including the ability to communicate complex ideas in a simple way., • Excellent interpersonal skills with proven ability to develop and maintain effective business partner relationships at all levels of the organization., • Proven ability to manage multiple tasks and adapt to a changing, fast-paced environment., • Self-motivated, able to make quick, calculated decisions, follow through with responsibilities and be accountable for results., • Advanced competency in Microsoft Excel, PowerPoint., • Familiar with Nielsen / NABCA, SAP or Tableau a plus, • Ability to travel as needed and willingness to work in the Jersey City, NJ office three/ four days per week. The salary range for this role is a base salary of $85,100 - $97,500 you can use this for the pricing manager along with an annual bonus, 401K match, and medical and wellness benefits. The range will vary if outside of this location. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position. Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.

About Us Proximo Spirits, Inc., a leading innovator and marketer of premium spirits in the U.S., is a privately-held company known for building and positioning some of the world's most iconic beverage brands. Key brands in the Proximo portfolio include Jose Cuervo® – the world's best-selling tequila brand, 1800® Tequila, Maestro Dobel® Tequila, Gran Centenario® Tequila, Bushmills® Irish Whiskey, and The Kraken® Black Spiced Rum. Proximo also imports and markets Three Olives® Vodka and more. For news and updates, follow us on LinkedIn, or visit proximospirits.com Who We Are At Proximo, we’re an entrepreneurial team with a passion for building legendary brands and shaping the future of the spirits industry. Our environment is fast-paced, highly collaborative, and results-driven. We embrace creative thinking, move with speed, and value bold ideas. You’ll be empowered to take ownership of your projects, challenge the status quo, and grow your career alongside world-class brands. Position Summary The Commercial Finance Analyst is a key finance and analytics partner to the Commercial organization, supporting DVPs and Commercial Finance by delivering depletion-based performance reporting, forecasting, and decision support that improves NSV, gross profit, and execution outcomes. This role owns core reporting routines (Monthly Flash, Monthly Performance Review, KPI dashboards), strengthens distributor performance visibility and NSV issue resolution, and supports forecast and R&O cadence aligned to IBP/S&OP and enterprise financial commitments. The Analyst also supports field marketing spend governance (BTL/AMP), NPD planning inputs, and Annual Operating Plan development—ensuring leaders have a trusted “single source of truth” to run the business. This role is a key development position for future Commercial Finance Managers and Finance Business Partners. Role & Responsibilities Business Partner • Support market/channel/DMA strategy through analytics that clarify where to focus and invest, including geo/market prioritization and ROI tradeoffs., • Support team to deliver measurable ROI uplift from commercial investments, • Build decision materials that connect commercial choices to depletion performance and financial outcomes. Commercial Reporting (Depletion-Based) & Performance Routines • Own depletion-based reporting and performance views, including:, • Sales performance dashboards (e.g., Tableau) and key initiative tracking, • Monthly Performance Review and Monthly Flash, • Depletion NSV tracking (ingestion, validation, publication), • National KPI tracking and Sales KPI tracking, • Distributor performance tracking and templates for consistent “fact base” reporting, • Partner with BI/data teams to improve dashboard quality, refresh cadence, adoption, and governance. Pricing and Price Structure Management • Supporting analysis of potential pricing changes to estimate local financial impacts/ROI, • Build/update draft price structures and working with RGM/Price 2.0 team to ensure these are accurately reflected in the pricing system, • Support collaboration with distributor partners to identify and resolve pricing issues, • Support development and maintenance of local scan calendars in applicable markets Distributor Performance, NSV Alignment & Issue Resolution • Identify distributor NSV misalignments, diagnose root causes, coordinate fixes, and strengthen controls to prevent recurrence., • Maintain distributor performance narratives and validation routines; support QBR materials where appropriate. Commercial Analytics & Decision Support • Deliver ad hoc analysis and decision support (drivers, execution gaps, market shifts, initiative ROI)., • Conduct competitor/category deep dives; translate insights into actions with quantified scenarios., • Identify NSV opportunities (mix, distribution, execution) and drive issue tracking with owners and timelines., • Support team in commercial economics analytics and decision support across price, promo, and mix—supporting RGM to maximize NSV, gross profit, and ROI. Forecasting (Depletion-Based) & R&O Management • Support R&O vs Plan/LE cadence, including variance drivers, action tracking, and executive-ready commentary., • Maintain depletion-based forecasts and commercial outlook inputs (volume/NSV, trade/BTL drivers)., • Support IBP linkage to financial commitments; translate demand/supply constraints into commercial implications., • Own bonus KPI tracking/reporting for Sales with consistent definitions and auditability. Marketing Spend (AMP/BTL) Budget Visibility for Sales • Support BTL budget development, allocation, and governance (including “actuals + commitments” visibility)., • Ensure BTL data is ingested into dashboards from source systems (e.g., GreatVines) with high data quality., • Provide pacing analysis, identify risks/opportunities, and support reallocation recommendations., • Improve manual processes toward automation and stronger controls. NPD & Growth Enablement • Support Stage Gate forecasting inputs and phasing; summarize field inputs and risks., • Support SRP development (national/state) and national account forecast coordination., • Provide constrained inventory analysis for priority launches and top SKUs. Annual Planning (AOP) & Commercial Playbook • Support depletion-based AOP builds (national/state), including phased plans by distributor/market/premise/item., • Support allocations, distributor plan materials, and analytics inputs to the Commercial Playbook (Distribution, POD growth plan). Sales Tools, Distributor Management & Contract Support • Maintain account segmentation analysis and coverage insights tied to performance priorities., • Support distributor management routines: RFP data prep, selling division mapping/coverage, T2Ts, LE preparation., • Support contract/compliance tracking (quota, GP penalties) in partnership with Legal/Finance stakeholders. Key Competencies • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures., • Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Problem-Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics., • Communication--Communicates clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively. Success Measures • Deliver Monthly Flash, Monthly Performance Reviews, and KPI dashboards on time with minimal revisions., • Improve data integrity by reducing reconciliations and definition disputes while maintaining an audit-ready KPI trail., • Run a consistent, trusted forecasting cadence with clear variance drivers, actions, and accountable owners., • Increase visibility to Risks & Opportunities by identifying issues early and tracking mitigation through to closure., • Resolve distributor NSV misalignments quickly and prevent recurrence through stronger controls and governance., • Produce QBR/leadership narratives that are consistent, decision-ready, and aligned to a single fact base., • Strengthen spend stewardship with reliable “actuals + commitments” visibility, early pacing flags, reallocation recommendations, and fewer manual patches over time. Key Relationships Internal: Direct manager, Sales Leadership & Sales Operations, Commercial Analytics / BI / Data teams, Revenue Growth Management (RGM), Marketing & Brand Teams, Corporate FP&A & Accounting & Supply Chain / IBP / S&OP / Demand Planning External: Distributor partners Knowledge and Experience • Bachelor’s degree required (Finance, Economics, Analytics, Business, or related); MBA/CPA/CFA a plus., • 3-5+ years of experience in Sales Finance, Commercial Finance, FP&A, Revenue Management or Analytics (CPG/beverage alcohol preferred)., • Experience working with depletion-based performance measures and distributor reporting (preferred)., • Experience supporting planning cycles (AOP, LE/forecasting, IBP/S&OP) preferred., • Familiarity with trade spend / BTL governance and marketing spend tracking preferred., • Experience with tools/systems such as Aera (or forecasting tools), GreatVines (or trade systems), and ERP/finance data sources., • Ability to travel as needed and willingness to work in the Jersey City, NJ office three/ four days per week. The salary range for this role is a base salary of $85,100 - $97,500 you can use this for the pricing manager along with an annual bonus, 401K match, and medical and wellness benefits. The range will vary if outside of this location. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position. Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.

A well-established institutional asset manager is seeking an Equity Research Analyst to join its U.S. Equity team in New York. Working closely with a senior analyst, this individual will cover the Technology sector and support fundamental equity research, investment recommendations, and portfolio management decisions. Key responsibilities include conducting bottom-up company and industry research, building and maintaining detailed financial models, analyzing earnings and company disclosures, performing valuation work, developing investment theses, and identifying new investment opportunities. The analyst will also contribute to internal research publications, collaborate with portfolio managers and fellow analysts, and support ESG-related research initiatives. The ideal candidate will have 3–5+ years of relevant experience in equity research, investment management, or a related analytical role, with a strong understanding of U.S. public equities and fundamental investing. Prior experience covering the Technology sector or conducting research on technology companies is strongly preferred. Candidates should possess strong financial modeling, valuation, and analytical skills, as well as the ability to generate independent investment insights. Based on experience and performance, the role offers the opportunity to assume primary coverage responsibility for select companies and subsectors within the Technology sector.

A New York-based investment manager focused on opportunistic long/short corporate credit is seeking a Credit Analyst with 3+ years of relevant experience. The analyst will work closely with the Portfolio Manager and investment team to identify, evaluate, and monitor investments across U.S. and European corporate credit markets. The role offers meaningful responsibility for idea generation and fundamental research across high-yield bonds, leveraged loans, and other opportunities throughout the capital structure. The firm strongly emphasizes using AI and technology to deepen investment research, improve productivity, and continually refine its investment process. Key Responsibilities • Generate investment ideas: Source and evaluate long and short opportunities in new issues and secondary markets, including relative value, event-driven, and stressed credit situations., • Prioritize research: Screen and prioritize potential investments, identify the issues most likely to determine the outcome, and conduct deeper diligence where the potential return justifies further work., • Conduct fundamental research: Develop an independent understanding of companies and industries through financial analysis, management discussions, and other primary research., • Apply AI to the research process: Identify and apply practical uses of AI in company research, document analysis, and investment workflows, while independently verifying conclusions and maintaining rigorous analytical standards., • Build and maintain financial models: Assess operating performance, cash generation, leverage, liquidity, debt service capacity, and refinancing requirements under a range of scenarios., • Analyze capital structures and documentation: Evaluate credit agreements, bond indentures, covenant protections, structural seniority, and potential recoveries, including the implications of restructurings and liability management transactions., • Develop actionable investment recommendations: Present clear investment theses supported by valuation, catalysts, expected returns, downside analysis, and key risks., • Monitor existing investments: Track financial results, industry developments, market pricing, and company-specific events; update recommendations as circumstances change., • Collaborate with the investment team: Contribute to research discussions, challenge assumptions constructively, and help assess relative value and portfolio risks. Qualifications and Attributes • Three or more years of relevant credit research or investment experience. A background in long/short credit, opportunistic credit, or special situations is required., • Strong financial modeling, accounting, valuation, and fundamental credit analysis skills., • Strong critical thinking and commercial judgment, with the ability to translate complex financial, legal, and industry information into a clear investment recommendation., • Practical familiarity with AI tools and a strong interest in applying them to investment research, with the initiative to experiment, critically assess outputs, and incorporate effective tools into day-to-day work., • Experience evaluating high-yield bonds and leveraged loans, with a sound understanding of capital structures and credit documentation. Restructuring and distressed investing experience is a plus., • Demonstrated ability to independently originate actionable investment ideas, develop differentiated views, and carry recommendations from initial screening through investment and ongoing monitoring., • Clear, concise written and verbal communication, including the ability to defend an investment thesis and reassess it when the evidence changes., • Professional maturity, resilience, and sound judgment, with a demonstrated ability to navigate challenges, learn from setbacks, and adapt to changing circumstances., • Intellectual curiosity, honesty, and accountability, together with the initiative and attention to detail required to contribute effectively within a small investment team., • This is a full-time on-site position.

Our client is a hedge fund. They seek an Accounting Analyst to join their Manhattan, NY office. Responsibilities • Review PM contracts and manage all aspects of the Portfolio Manager Lifecycle, from structuring agreements and onboarding to portfolio manager compensation calculations., • Collaborate with various departments, including Portfolio Managers, Business Heads, HR, Legal, Middle Office, and IT., • Oversee month-end closing, reporting, and compensation-related processes., • Develop reporting and analysis for senior management that adds value to the overall business., • Execute ad hoc projects as needed. Requirements • Bachelor's degree in business administration, accounting, finance, or related field, • 2+ years in a Finance or Accounting Role, • Public and/or private accounting background with hedge fund experience in compensation accounting, • Strong written and verbal communications, • Excellent attention to detail with a dedication to accuracy, quality, and integrity, • Highly analytical with strong problem-solving skills and the ability to balance multiple deadlines, • Strong Excel skills (including v-lookup and pivot tables); experience with Oracle would also be ideal JobID: 48708

Our client is a U.S.-based private credit firm providing flexible capital solutions to growing middle-market companies. Operating in a specialized, less competitive segment of the market, the firm invests across the capital structure in businesses often underserved by traditional lenders. Backed by a predominantly institutional investor base, it continues to expand its platform as it positions for its next phase of growth. The firm is known for a collaborative, close-knit culture of talented professionals who genuinely enjoy working together. The firm is seeking a Senior Analyst / Associate to join its Capital Formation and Investor Relations team, supporting the firm’s private credit strategies. This is a multi-functional role combining product specialist, investor relations and client service responsibilities. The priority is product-related materials, portfolio KPI analysis and analytical work, followed by investor onboarding and client service, and support for LPAC and annual meeting materials. This is not a distribution-focused sales role. The individual will be one of two members of the team, working directly with the Head of Capital Formation and Investor Relations, a senior leader with a strong track record of mentoring and developing team members over the long term. Given the firm’s lean size, the role offers rare end-to-end exposure across the full fundraising process, from lead generation through mandate win, along with meaningful insight into strategy, execution and fund operations. Over time, the individual will take on increasing responsibility for investor relationship management. Responsibilities • Prepare standard and ad hoc pitchbooks, presentations and product materials, and draft responses to DDQs, RFPs and RFIs; maintain consultant database submissions, • Conduct analytical work across the portfolio, including portfolio KPIs, deal memo statistics and data to support investor due diligence, • Field investor questions and support investor due diligence, drawing on a working knowledge of the portfolio and fund mechanics, • Support investor communications, including quarterly reports, investor letters and fact sheets, • Coordinate investor onboarding, including subscription documents, AML/KYC reviews and side letter compliance, serving as an intermediary with fund administrators and legal counsel, • Prepare materials for LPAC meetings, annual meetings, roadshows and ad hoc investor meetings, including briefing memos and logistics coordination, • Support the end-to-end capital formation function, including tracking re-up activity and preparing background materials for senior team members, • Maintain the firm’s CRM system and support senior leadership with analytics, dashboards and investor feedback summaries Qualifications and Competencies • 2–4 years of relevant professional experience in investment banking, leveraged finance, corporate credit, portfolio valuation, asset management, FP&A or investor relations / product specialist roles, • Corporate credit exposure strongly preferred, particularly in leveraged finance or at a sponsor-backed direct lender, • Product specialist experience is highly valued, given its exposure to fund accounting and fund mechanics, • Strong analytical and technical skills; financial modeling is not required, but the ability to synthesize data into presentations, reports and dashboards is essential, • Highly presentable, with clear and concise writing and drafting capabilities, • Exceptional capacity to learn, with the curiosity and drive to learn independently, • Strong organizational skills, attention to detail and the ability to manage multiple concurrent deadlines, • Self-motivated, collaborative team player with proven cross-functional coordination skills, • Proficiency in Excel, Word, PowerPoint and CRM systems; experience with consultant databases, AI tools and research systems (Bloomberg, PitchBook, etc.) a plus, • Knowledge of private fund structures and operational processes a plus

Fuse Media is seeking a Manager of Business Intelligence & Insights to lead the development and maintenance of AI-assisted dashboards, agents, and processes that turn complex data sets across our FAST Channels and SVOD/AVOD platforms into actionable insights that drive real business results. This role will work closely with sales, programming, and marketing to provide data and insights that inform day-to-day decisions. The ideal candidate will be comfortable using AI daily to enhance processes, translating yield strategy into operational instructions, and working alongside sales leadership to support inventory management, rate integrity, and sellout efforts across the company’s portfolio. This position reports to the Senior Director of Business Intelligence & Insights and can be based in either New York, NY or Glendale, CA. RESPONSIBILITIES INCLUDE, BUT NOT LIMITED TO: • Support the development of AI-powered dashboards for Fuse Media that provide internal and external stakeholders with timely business updates, using tools like Claude and Vercel., • Manage the sales research pipeline to deliver high-quality, data-backed answers in a timely manner and share regular updates in bi-weekly sales meetings., • Become a power user of iSpot, creating bespoke insights and presentations for the sales organization across key KPIs such as reach, frequency, incrementality, outcomes, benchmarking, and demographics., • Evaluate and use third-party dashboards and tools, helping to identify the most useful resources for key initiatives., • Serve as a key resource for linear TV data – providing estimates, reporting, and analysis across Fuse Media's linear networks., • Work with the Sr. Financial Analyst to turn raw FAST Channel data into clear reports and insights for internal stakeholders., • Anticipate where support is needed on company initiatives, and proactively jump in ahead of being asked., • Translate analyses into clear summaries and presentations for internal teams., • Bring a distinct perspective to the room, whether in a team meeting or a presentation with external partners. QUALIFICATIONS: • 3–5 years of data and analytics experience in the entertainment/media industry, with a strong emphasis on the CTV/FAST space, • Bachelor's degree in a related field, or equivalent combination of skills and hands-on experience, • A strong aptitude for AI tools like Claude and Perplexity, including dashboard building and advanced Excel skills, • Fluent in the majority of Comscore, iSpot, MRI, Freewheel, CRM tools and 1st party data, • Experience with data visualization platforms beyond Excel (i.e., Tableau, Looker), • Strong communication skills – experienced at presenting complex analyses to Director/VP-level stakeholders, • Relentlessly organized, a natural self-starter, and energized (not overwhelmed) by a fast-moving and constantly changing environment, • Skilled at turning data into a story, not just a set of numbers PREFERRED QUALIFICATIONS: • Experience with programming languages (SQL, Python, Java) and SAAS tools (Snowflake, BigQuery), • Familiarity with Business Analytics (estimates, financial analyses, revenue models, etc.) COMPENSATION • Salary range: $80,000 - $90,000 per year (DOE) ABOUT US We're a Latino-owned modern media company, leaders in curating entertainment, networks, and multicultural communities. We deliver diverse audiences at scale through our blend of partner and O&O channels, with exclusive, innovative data intelligence. Through expertise and innovation, we build engaged fans and communities. The Fuse Media family includes FAST channels: Billboard En Español, Complex TV, El Rey Rebel, Fluffy TV, LOL! Network, OUTFLIX Movies, Shades of Black, and Somos Novelas; subscription service Fuse+; and traditional networks Fuse & FM. To learn more, visit FuseMedia.com. Fuse Media is an Equal Opportunity Employer.

Overview: A well-recognized large regional bank is looking to add a Senior Credit Analyst to their Healthcare team. This is an onsite role focused on underwriting and portfolio management for a healthcare book spanning skilled nursing, senior living, and medical practices. This is an exciting opportunity to join a growing group and an ideal fit for a credit professional looking for an entrepreneurial environment with strong growth potential. Responsibilities: • Underwrite new and existing healthcare credit facilities, including agented and syndicated transactions across cash flow loans, revolvers, and term loans., • Analyze borrower financials, cash flow, collateral, and overall credit quality., • Prepare comprehensive credit memos for new loans, renewals, and modifications., • Partner closely with Relationship Managers and Portfolio Managers on deal structuring and credit recommendations., • Monitor portfolio performance and covenant compliance to ensure adherence to bank credit policy., • Review legal documentation for accuracy and compliance with approval requirements. Qualifications: • 3+ years of experience in commercial credit underwriting, credit analysis, or portfolio management., • Healthcare lending experience (skilled nursing, senior living, or medical practices) is a plus, with flexibility for junior candidates., • Strong financial statement, cash flow, and credit analysis skills.

Position Overview Our client, a world-class institutional real estate investment manager, is seeking an Analyst to join their Asset Management team in New York, NY. In this role, you’ll drive the analysis behind acquisitions, dispositions, due diligence, and ongoing operations across a commercial real estate portfolio. You’ll gain hands-on involvement across the full asset management lifecycle and regular access to the firm’s senior leadership and outside advisors. This opportunity focuses on financial analysis, valuations and due diligence, investment research, pitch presentations, financial modeling (ARGUS), and underwriting. Key Responsibilities • Lead strategic asset reviews and produce investment valuations and return projections, • Support refinancing and disposition transactions, along with acquisitions and due diligence, • Build financial models and deliver rigorous analysis across the commercial real estate portfolio, • Help evaluate emerging growth opportunities for the firm, such as PropTech investments and co-working strategies, • Run leasing analysis, comparable sales, and company comps to gauge asset value and market positioning, • Conduct market research and analyze property and market data to inform asset strategy, • Develop presentations and draft memoranda for internal and external audiences Qualifications • 1 to 3 years of relevant commercial real estate experience required, ideally at an institutional or alternative asset manager, real estate private equity or credit firm, private real estate investment firm, or brokerage capital markets group, • Bachelor’s Degree required, with top academic pedigree (2024 or 2025 undergraduate), • A Master’s in Real Estate or MBA is a plus, • Strong command of IRR, NPV, and discounted cash flow analysis, • Solid grasp of credit analysis and the ability to read and interpret financial statements, • Advanced Excel and ARGUS Enterprise required

Finance & Operations Analyst 2 month contract On site - NY, NY (10027) Full-time : 9am- 5pm $28-30/hr Minimum Qualifications: • Bachelor’s degree in finance, accounting, business administration, public administration, or a related field, or equivalent combination of education and relevant experience., • 1–2 years of relevant experience in financial administration, accounting, grants administration, business operations, or a related area., • Demonstrated ability to work with financial data, spreadsheets, and basic financial reporting., • Experience with Microsoft Excel, including organizing, reviewing, and analyzing financial data. Familiarity with formulas, filters, sorting, and basic reporting functions preferred., • Strong organizational skills and attention to detail, with the ability to maintain accurate financial records and documentation. Preferred Qualifications: • Experience in a higher education or research environment is preferred., • Focused Grants experience Finance & Operations Analyst Finance: • Supports the DFA with monitoring restricted and unrestricted funds and reviewing financial activity against approved budgets., • Assists with identifying spending trends, potential budget variances, open commitments, and overruns for review with the DFA. Provides supporting information to assist with financial planning and monitoring., • Works with departmental finance and business operations staff to support daily financial transactions, including journals, accounts receivable, and accounts payable., • Assists with periodic and ad hoc financial analyses and reports for the Department and School by gathering, organizing, and reviewing financial data., • Provides administrative support for subcontract activity, including preparing, submitting, tracking, and maintaining subcontract documentation and invoices in coordination with the DFA and appropriate University offices., • Supports the DFA in monitoring project financial activity for alignment with University and sponsor requirements and escalates questions or potential issues for review., • Maintains organized financial records, files, and supporting documentation in accordance with University requirements., • Processes routine financial transactions, including Internal Transfer Journals (ITFs), in accordance with established procedures., • Provides support for the annual effort certification process, including gathering and reviewing information as requested., • Supports the maintenance of accurate and current financial information across University financial systems. Assists with preparing, organizing, and cleaning data for monthly and quarterly reporting., • Tracks financial commitments and expenditures and provides updates to the DFA and departmental finance staff to support ongoing budget monitoring Operations: • Provides logistical and administrative support for departmental events, including the semester Department Symposium and career-related events., • Assists with planning and coordinating student and departmental events designed to support student engagement and strengthen the EEE community., • Supports event logistics, including speaker reimbursement documentation, vendor coordination, purchase requests, and Facilities setup and cleanup requests, in coordination with the DFA and departmental staff., • Provides administrative support for semester course scheduling, including entering and updating class information and assisting with the review of schedules for accuracy and potential conflicts., • Assists with maintaining student, faculty, and staff photo posters and coordinating student lunches and other departmental activities., • Gathers and compiles information and statistics for University and government surveys and reporting requests., • Provides general administrative and operational support to the department as requested. Performs other related duties and temporary projects as assigned, consistent with the scope of the position. Responsible for the management of a portfolio of sponsored project accounts, discretionary and gift accounts.

Position Summary The Banking Support Group is a newly established, high-impact team of three dedicated to delivering premier operational support to Banking Front Officers across the entire deal lifecycle—from origination to closing. This vital team is responsible for facilitating essential operational processes related to Singular (our internal deal pipeline and management system), Business Committees, deal closing, and operational booking, as well as ensuring a seamless handover to Portfolio Management. The Banking Support Group collaborates closely with various Front Office teams, including: • Real Assets: Aviation, Infrastructure, Energy, and Real Estate, • Investment Banking: Acquisition & Strategic Finance, Debt Capital Markets, and Strategic Equity Capital Markets, • Global Trade, • Coverage & Advisory: Americas and Latin America (LatAm) As the VP-level Banking Support Analyst, you will serve as the hands-on Team Lead for this growing group. Located in our New York office, you will drive operational excellence, foster team development, and act as a key liaison for senior leadership. Reporting Lines: • Primary: Head of Business Management for Investment Banking, Real Assets, and Global Trade, • Secondary: Head of Business Management for Advisory & Coverage Americas Key Leadership Responsibilities • Team Leadership: Drive cross-functional monitoring of team activities, manage workload distribution, and track performance to ensure an equitable and highly productive environment., • Talent Development: Build a cohesive, high-performing team by fostering a culture of ownership, autonomy, and continuous professional development., • Stakeholder & Escalation Management: Proactively identify and escalate key operational issues to Business Management, track their resolution, and clearly communicate outcomes to stakeholders. Essential Duties and Responsibilities 1. Singular Pipeline Management • Partner with the Origination team to accurately capture deal opportunities within Singular/Nat1 (our internal deal pipeline and Client Relationship Management system), including deal descriptions, structures, team setups, borrower/related party details, facilities, and Net Banking Income (NBI) details., • Manage the active deal pipeline, ensuring continuous updates to maintain absolute data integrity., • Liaise with the Front Office KYC Support Team in Porto to guarantee the timely vetting of new third parties and the successful completion of periodic reviews., • Coordinate the setup and secure management of folders for sensitive or Material Non-Public Information (MNPI) deals, collaborating closely with the IT department. 1. Business Committee Preparation • Facilitate the preparation of Business Committee (Bizcom) forms within Singular, and coordinate submissions directly with the Bizcom Secretary., • Perform rigorous data-quality checks on all files prior to Bizcom meetings., • Assist in preparing climate risk assessment sections for credit memos, partnering with the Enterprise Risk Management (ERM) team., • Streamline the rating process by inputting audited borrower financial data into the BREF tool., • Assist in creating new credit applications within the Credit Portal, updating deal information through to final submission., • For Real Assets transactions, prepare comprehensive Financial Data templates for credit memos, summarizing the financial standing of counterparties, contractors, and offtakers. 1. Deal Booking and Closing • Facilitate efficient deal booking post-commitment or post-execution by preparing structured deal-closing templates and packages, compiling all required documentation., • Partner with the Front Office to draft the Covenant Booking Memo (COBOM), summarizing crucial covenants to be monitored by the Middle Office., • Coordinate directly with the Middle Office and Back Office to execution-book transactions, actively managing and resolving any operational hurdles., • Manage the post-closing and post-syndication fee approval process with the Front Office., • Ensure the timely and accurate closing of deals within Singular post-syndication or post-closing., • Maintain and update the COBOM dynamically in accordance with executed credit agreements. 1. Portfolio Transfer • Seamlessly coordinate the transfer of deals from the Front Office to Portfolio Management post-closing. 1. Cross-Functional Activities • Maintain, update, and elevate CIB Natixis client presentation materials and league tables., • Ensure that transactional tombstones are kept current and properly classified for corporate reporting., • Monitor credit ratings and the Annual Review Tracker for Global Trade and LatAm portfolios. Required Qualifications • Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field., • Experience: 1 to 5 years of experience in corporate lending support, financing transaction support, investment banking operations, or a closely related financial services sector., • Domain Knowledge: Solid understanding of wholesale banking products, debt structures, and credit lifecycle processes., • Analytical Skills: Strong analytical capabilities, problem-solving skills, and a rigorous attention to detail., • Execution Focus: Proven organizational abilities with a track record of managing multiple complex transactions simultaneously under tight deadlines., • Technical Proficiency: Advanced skills in MS Excel and PowerPoint; hands-on experience with CRM systems (e.g., Salesforce) and Business Intelligence tools (e.g., Power BI) is highly structurally beneficial., • Soft Skills: Collaborative mindset, exceptional leadership potential, and outstanding written and verbal communication skills. The salary range for this position will be between $140,000 - $170,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Job Title - Senior Accounts Receivable Analyst Location - New York, NY (Hybrid - 1/2 days per week) Duration – 6 months contract (potential extension) Max Pay - $70/hr. on W2 Must haves - • Must have independently owned a collections portfolio (1000+ accounts), • B2B AR/collections experience (enterprise or mid-market), • Excel/Google Sheets: Comfortable with pivot tables and lookups, and data analysis, • Resolved billing disputes cross-functionally with Sales, Billing, or OM, • Experience in B2B (Business to Business), • SaaS or technology company environment, • Experience with collection automation platforms (Tesorio / HighRadius / Growfin / Billtrust / Sidetrade or similar), • Experience with ERP systems (Workday, NetSuite, SAP, Oracle or similar)

About WSO2 WSO2 provides the foundational technology that powers the agentic enterprise, enabling organizations to build, govern, and scale autonomous, AI-driven systems. Its unified stack includes an agent platform, an industry-recognized API platform, integration platform, an analyst-recognized identity platform, and an engineering platform to deliver trusted, scalable digital experiences. WSO2’s open-source, API-first, and AI-enabled approach helps enterprises to accelerate innovation. Founded in 2005, WSO2 has offices in Australia, Brazil, Germany, India, Spain, Sri Lanka, the UAE, the UK, and the US, generating over USD 100M in annual recurring revenue. Visit wso2.com to learn more. About the Role At WSO2, our Account Manager are not traditional sellers. They are strategic partners who operate at the intersection of enterprise sales, customer growth, and solution strategy. As a Commercial Account Manager, you will own a defined territory across North America, driving both new customer acquisition and long-term account expansion. A core part of this role is growing WSO2’s presence in the North American market by actively selling to new customers, while also building meaningful, lasting relationships with existing ones. You will be responsible for shaping and executing your go-to-market strategy, identifying where and how WSO2 wins, and driving those opportunities from initial engagement through close. Success in this role requires strong interpersonal instincts and adaptability. You will engage with a wide range of stakeholders across different roles, industries, and backgrounds, and the ability to connect with people of all kinds is essential. It also helps if you enjoy a bit of movement and variety. You will spend time meeting customers, hosting events, and representing WSO2 across the U.S. and Canada, with a willingness to travel both locally and internationally as part of the job. This role requires someone who is comfortable building relationships, navigating complex sales cycles, and stepping into new environments and offers both the challenge and the opportunity to make a meaningful impact. Key Responsibilities • Build, develop, and maintain a high-quality pipeline aligned to territory goals, leveraging a combination of outbound prospecting, inbound leads, and partner collaboration., • Identify, prioritize, and engage net new logo opportunities within your assigned region to expand WSO2’s footprint in North America., • Manage a portfolio of existing customers with a focus on retention, expansion, and long-term value creation., • Develop and execute account plans that identify growth opportunities, including upsell and cross-sell motions., • Build and maintain strong, multi-threaded relationships across both technical and business stakeholders within customer organizations., • Navigate multi-stakeholder environments, aligning customer needs with WSO2 solutions to drive successful outcomes., • Ensure a consistent and disciplined approach to opportunity management and deal progression., • Develop and execute a territory-level go-to-market strategy, identifying target industries, accounts, and growth opportunities., • Contribute to regional sales strategy, including competitive positioning and market insights., • Maintain accurate and timely pipeline tracking, forecasting, and reporting within CRM systems., • Participate in customer meetings, on-site visits, and industry events across the U.S. and Canada., • Travel domestically and occasionally internationally as required, supporting customer engagement and business growth. Qualifications, Skills and Relevant Experience • 3 - 8 years of experience in a customer-facing sales or account management role within B2B technology, ideally in SaaS, platform-based, or developer-focused environments., • Proven experience managing and growing commercial or mid-market accounts, including building relationships, driving account expansion, and contributing to new business opportunities., • Demonstrated ability to navigate multi-stakeholder environments, engaging both business and technical contacts to drive outcomes., • Familiarity with API management, integration platforms (middleware), and/or identity and access management (IAM) concepts., • Ability to quickly learn and articulate technical products, and partner effectively with Sales Engineering teams to position solutions., • Experience working within structured sales processes, including pipeline management, forecasting, and CRM tools. In Addition to a Competitive Compensation Package, WSO2 Offers: • A work culture and environment where we value both hard work AND flexibility., • Ongoing training, coaching, and mentoring., • Education reimbursement for professional qualifications and courses., • A generous vacation/leave plan that fits your needs., • Health insurance for you and your family., • 401K matching. Diversity Drives Innovation We’ve built our business on a commitment to diversity and inclusion. We believe it’s important to foster an environment that values and respects each individual’s strengths, perspectives, and ideas. Doing so not only drives innovation; it also ensures that we can create superior experiences for our customers, partners, and employees worldwide. We value the diversity of our team regardless of race, ethnicity, religion, gender, age, national origin, disability, sexual orientation, or veteran or marital status, and we do not tolerate any form of discrimination.

Senior Manager, AI Governance & Portfolio Management Location: New York City, Midtown Manhattan – Fashion District (On-Site) Department: IT Reports To: SVP, Technology & Digital Innovation About G-III Apparel Group: G-III excels at bringing excitement and confidence to customers through the fashion we create. We are global experts in design, sourcing, manufacturing, distribution and marketing, which enables us to fuel the growth of a substantial portfolio of brands. With more than 30 licensed and owned brands, including some of the most sought-after names in global fashion, our success is driven by our team’s entrepreneurial spirit and our deep relationships across the industry. Position Summary: The Senior Manager, AI Governance & Portfolio Management will be responsible for operationalizing G-III’s enterprise AI strategy by establishing and executing the governance, operating model, measurement, and oversight frameworks required to scale AI responsibly across the organization. This role goes beyond defining governance policies—it ensures governance is embedded into how AI is executed across the organization through clear ownership, operating cadence, measurable KPIs, risk management, and continuous improvement. Working closely with the SVP, Technology & Digital Innovation, the AI Team, Data, IT, Legal, Security, Privacy, business leaders, and external transformation partners, this role will act as the control tower for AI initiatives, ensuring that AI adoption is scalable, consistent, measurable, and aligned with business value while managing risk, quality, and performance. Key Responsibilities: AI Governance & Operating Model • Define and operationalize a layered governance model across data governance (quality, ownership, certification), AI governance (model behavior, monitoring, standards), and experience governance (usability, trust, adoption)., • Establish governance structures that connect enterprise AI strategy and standards with business execution., • Maintain a central governance backlog of initiatives, actions, issues, risks, and priorities. Governance Execution & Cadence • Implement governance as an ongoing operating rhythm, including monthly governance reviews, quarterly maturity assessments, and continuous backlog tracking and prioritization., • Coordinate and support the AI CoE Steering Committee, including agenda development, initiative reviews, decision tracking, and follow-up actions., • Ensure governance is executed through measurable actions and accountability, not just policy definition. Intake, Prioritization & Use Case Oversight • Design and manage structured intake processes for AI use cases across brands, functions, and divisions., • Establish prioritization frameworks based on business impact, strategic alignment, feasibility, risk, compliance, and required investment., • Maintain the enterprise AI use-case inventory, including status, owner, business value, risk, investment, adoption, and next decision point. Pilot Framework & Measurement • Define standardized frameworks for AI pilots, including baseline measurement, success criteria, KPI design, and graduation thresholds., • Ensure pilots are evaluated across operational efficiency, quality and accuracy, business impact, scalability, and risk., • Track outcomes and identify initiatives that should scale, be refined, or stop. Governance KPIs & Maturity Tracking • Define and monitor governance KPIs across AI adoption visibility, data quality and consistency, model accuracy and reliability, explainability and transparency, compliance adherence, and issue resolution., • Establish and maintain governance maturity assessments aligned with the NIST AI Risk Management Framework, ISO/IEC AI governance standards, and enterprise data governance best practices., • Provide regular visibility into governance performance, maturity, risks, and improvement priorities. Ownership Model & Cross-Functional Alignment • Define and coordinate governance responsibilities across Data teams (data quality, ownership, certification), IT teams (infrastructure, security, compliance monitoring), and the AI function (guidelines, development standards, and alignment with Legal)., • Partner with Legal, Security, Privacy, HR, business teams, and external partners to ensure clear accountability across the AI lifecycle., • Drive cross-functional issue resolution and escalate decisions when appropriate. Vendor & Tool Governance • Support the evaluation and governance of AI platforms, vendors, and tools for enterprise fit, business value, risk, security, and scalability., • Define consistent frameworks for build-versus-buy decisions and technology selection., • Help prevent tool fragmentation by ensuring consistent evaluation, approval, and adoption standards across the organization. Enterprise AI Landscape & Reusability • Maintain visibility of the enterprise AI landscape across products, use cases, models, agents, platforms, services, and vendors., • Identify opportunities to reuse existing AI capabilities before approving development of new solutions., • Advocate principles for reusable AI components, common services, reference architectures, and approved technology patterns., • Partner with Data Architecture and IT Architecture to prevent duplication, unnecessary platform proliferation, and inconsistent solution patterns. Risk Management & Responsible AI • Identify, track, and help mitigate risks including unreliable AI outputs, loss of trust or low adoption, data/privacy concerns, compliance and regulatory issues, operational rework, and lack of scalability., • Ensure AI initiatives meet enterprise standards for accuracy, transparency, reliability, responsible use, and appropriate human oversight. Experience Governance & Adoption Quality • Define standards that help ensure AI outputs are understandable, trusted, and usable by business users., • Partner with the AI Business Analyst to improve adoption, usability, output quality, and user experience while maintaining clear separation between governance oversight and business-facing execution. Post-Launch Monitoring & Value Realization • Monitor AI initiatives after implementation to confirm expected adoption, business value, quality, reliability, and risk outcomes continue to be achieved., • Identify performance gaps and coordinate corrective actions, optimization, or reevaluation when expected outcomes are not realized., • Provide leadership with clear visibility into realized value versus original business cases and success criteria. Continuous Improvement • Establish feedback loops from pilot performance, production performance, user adoption, incidents, and error patterns., • Continuously refine governance frameworks, operating processes, standards, and controls based on results, business feedback, and the evolving AI landscape. Who You Are: • Structured Thinking: Breaks down complex problems into clear frameworks and repeatable processes., • Operational Rigor: Ensures disciplined execution, accountability, and consistency across governance and workflows., • Governance Mindset: Balances innovation and speed with appropriate risk, compliance, and control., • Analytical Problem Solving: Uses data and structured reasoning to evaluate performance, risk, and business outcomes., • Cross-Functional Collaboration: Aligns stakeholders across business, technology, data, legal, risk, and external partners., • Executive Communication: Synthesizes governance performance, risks, and recommendations into concise, decision-ready insights., • Influence Without Authority: Drives alignment and decisions across teams through clear communication, credibility, and reasoning., • Adaptability: Operates effectively in an evolving environment where frameworks and priorities continue to mature., • 5–8+ years of experience in program management, PMO, operations, governance, risk, or transformation roles., • Demonstrated experience operationalizing governance or enterprise operating models through recurring reviews, KPI tracking, issue/risk management, and cross-functional accountability., • Experience designing, implementing, or supporting governance frameworks, operating models, or enterprise control processes., • Demonstrated experience in product ownership or portfolio ownership for AI, data, analytics, or digital products, including defining business outcomes, prioritizing capabilities, managing product lifecycle decisions, and measuring value realization., • Strong analytical and structured problem-solving skills, including the ability to define measurable outcomes and translate data into recommendations., • Experience working cross-functionally with business, technology, risk, legal, security, or data teams., • Strong written and verbal communication skills with the ability to translate governance, risk, and technology concepts into clear business language., • Ability to manage ambiguity, prioritize competing demands, and operate effectively in a rapidly evolving environment., • Hands-on exposure to AI, data, analytics, or digital transformation initiatives preferred., • Familiarity with enterprise AI platforms and tools such as ChatGPT Enterprise, Microsoft 365 Copilot, Azure AI services, or similar ecosystems preferred., • Understanding of responsible AI principles, data governance, enterprise risk management, and frameworks such as NIST AI RMF or ISO/IEC 42001 preferred., • Experience supporting vendor evaluation, technology selection, or build-versus-buy decisions preferred., • Experience with enterprise architecture for AI, data science, or data platforms, including evaluation of platform capabilities, reusable AI services, integration patterns, build-versus-buy decisions, and alignment between AI solutions and the broader enterprise technology landscape preferred., • Experience in retail, apparel, ecommerce, consumer goods, or a cross-brand/multi-region organization is a plus. What We Offer: • Competitive salary, • Comprehensive benefits including medical, dental, vision, and 401(k), • PTO and company holidays, • Employee discounts The pay range for this position is: $125,000 – $150,000 per year. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the New York City Salary Transparency Law. G-III Apparel Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. About G-III Apparel Group, Ltd. | www.g-iii.com G-III's owned brands include DKNY, Karl Lagerfeld Paris, Donna Karan, Vilebrequin, Sonia Rykiel, G.H. Bass, Bass Outdoor, Andrew Marc, Eliza J., G-III Sports and more. G-III has fashion licenses under Calvin Klein, Tommy Hilfiger, Cole Haan, Dockers, Guess?, Kenneth Cole, Levi's, Vince Camuto, Margaritaville and more. G-III also operates retail stores for the DKNY, Karl Lagerfeld Paris and Donna Karan brands.

A leading alternative asset manager ($6B AUM) is seeking a Private Credit Analyst/Associate to join its New York investment team. Job Description • Evaluate and underwrite new private credit investment opportunities across sponsor-backed and non-sponsored middle-market companies, • Build and maintain detailed three-statement operating models, debt sizing analyses, downside cases, and return models to support investment decisions, • Conduct comprehensive due diligence, including analysis of company financials, industry dynamics, management teams, and transaction structures, • Prepare investment memoranda and present underwriting recommendations to the Investment Committee, • Monitor portfolio companies through quarterly financial reviews, covenant compliance, liquidity analysis, and ongoing credit performance, • Support transaction execution by coordinating with private equity sponsors, management teams, legal counsel, financial advisors, and third-party diligence providers, • Evaluate financing structures, leverage profiles, covenant packages, and documentation to assess risk and return, • Stay current on private credit market trends, leveraged finance activity, and industry developments, • Collaborate closely with senior investment professionals throughout the underwriting, execution, and portfolio management process Requirements / Qualifications • 2–5 years of relevant experience in investment banking, leveraged finance, restructuring, private credit, direct lending, or other buy-side investing roles, • Strong experience building three-statement operating models, debt sizing models, and performing fundamental credit underwriting, • Experience evaluating capital structures, leverage, cash flow generation, and downside risk, • Strong financial modeling, accounting, and credit analysis skills, • Excellent analytical, written, and verbal communication skills with the ability to clearly articulate investment recommendations, • Highly motivated, intellectually curious, and interested in private credit investing, • Bachelor's degree with a strong academic record

This is a great opportunity for a 1–3 year analyst who wants to get into private equity from an operations, fund administration, audit, or investment-operations background. Unlike a traditional back-office role, you'll work directly across the investment lifecycle—supporting secondary and co-investment transactions, closings, portfolio management, valuation and reporting. You'll also work closely with the investment, finance and legal teams and report directly to a Partner. The person supports the full lifecycle of secondary PE and co-investment transactions—from execution and closing through portfolio monitoring, valuation, reporting, and ongoing operational work. The key distinction is that this is not just fund accounting or reconciliation. The analyst sits at the intersection of: • Investment team, • Private equity transaction execution, • Portfolio management, • Fund operations, • Finance/accounting, • Legal/compliance They report directly to a Partner, which is notable for a 1–3 year candidate. Day-to-day responsibilities 1. Transaction execution — probably the most investment-oriented piece • Support LP-led secondary, GP-led and co-investment deals, • Coordinate closing documentation, • Work with lawyers, advisors, counterparties, administrators and custodians, • Handle settlement and partnership-interest transfers, • Maintain transaction pipelines and closing checklists 1. Portfolio operations • Reconcile information from fund managers and administrators, • Maintain portfolio data, • Answer investment-team questions about holdings, underlying funds and historical activity 1. Valuation/reporting • Support portfolio valuation, • Help produce internal, client and ad hoc reporting 1. Treasury/accounting • Track treasury and hedging activity, • Help with transaction- and portfolio-related accounting requests 1. AML/KYC • Coordinate documentation for funds and counterparties, • Manage KYC refreshes and compliance records, • Communicate with managers, administrators and compliance providers Who they are looking for The target candidate is pretty clearly 1–3 years out of college with experience in one of several feeder backgrounds: • Private equity / private markets, • Fund administration, • Investment operations, • Audit, • Broader financial services They want someone strong in Excel, highly detail-oriented and capable of juggling multiple workstreams. The ideal candidate, however, would already understand PE mechanics—fund structures, partnership interests, capital calls, distributions and NAV reporting. Secondary/co-investment exposure is specifically called out as desirable. What makes this role attractive The biggest selling point is breadth. Someone coming from a pure fund-admin or accounting role could use this position to get much closer to the actual investment process. They'll see transactions, work with investment professionals, understand how secondary deals close, and then follow those investments through valuation and portfolio management. Five-days-in-office requirement. The firm is roughly 30 people, operates in an open-floor environment, and explicitly emphasizes cross-functional interaction.

Standard Costing Analyst Casper’s Ice Cream | Richmond, Utah (remote considered) | Full-Time About Us In 1925, Casper Merrill made the original Ice Cream Nut Sundae on a Stick in a ten-gallon milk can and sold it at the local 4th of July celebration. People wanted more! Today, FatBoy is AMERICA’S #1 BEST SELLING ICE CREAM SANDWICH, along with a growing portfolio of premium ice cream novelties and our Jolly Llama brand of dairy-free and gluten-free treats. Today, we’re still headquartered in Richmond, Utah, where it all began over a century ago. The Opportunity We went live on Microsoft Business Central and standard costing in 2026. Now we need someone to take our costing analysis to the next level. As our Standard Costing Analyst, you’ll make manufacturing costs and COGS predictable, accurate, and actionable, and you’ll tie every variance back to what happened on the plant floor. This role reports directly to the Corporate Controller. What You’ll Do • Build and deliver a weekly Flash Variance report and provide support to the executive team., • Develop a monthly COGS bridge that explains gross margin changes: PPV, usage/yield, waste, labor, overhead, and absorption, • Reconcile inventory and standard-cost activity to the GL so month-end has no surprises., • Connect financial variances to plant KPIs like OEE, yield, waste, downtime, and labor hours per unit., • Review new items, BOMs, and routings before they create problems., • Build and roll annual product standards and support inventory revaluation., • Provide cost-driver inputs for budgets and forecasts, and support SKU profitability, pricing, and make-vs-buy decisions. What You Bring • 3+ years in cost accounting, standard costing, plant finance, or manufacturing finance, • Hands-on standard costing experience: BOMs, routings, labor and overhead standards, inventory valuation, and variance analysis, • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, • Advanced Excel skills, • CPG or food manufacturing experience strongly preferred, • ERP and BI experience a plus, especially Business Central and Power BI Who Thrives Here You’re hands-on and curious. You take ownership of problems through to resolution, build strong relationships across Finance, Operations, and Procurement, and get energized by building a disciplined process that lasts. What We Offer • $70,000 – $85,000 base salary plus 7.5% bonus, • Insurance benefits start Day One! Health, Dental, Vision, Medical Clinic Membership, Employee Assistance Program, • 401k with 6% company match, • Paid Time Off and 9 paid holidays, • (And don’t forget free ice cream!) Ready to help us make every scoop count? Apply here on LinkedIn.

Your New Company Our client is a leading residential property management organization that oversees a diverse portfolio of condominiums, cooperatives, and residential communities throughout the New York market. The business is undergoing an exciting transformation, investing heavily in its U.S.-based finance function and bringing key financial responsibilities back onshore. With a strong reputation for delivering exceptional property management and financial reporting services, the company partners closely with property owners, boards, and operational leaders to drive financial performance and long-term value. This is an excellent opportunity to join a stable, growing organization where finance plays a critical role in supporting strategic business decisions and property operations. Based in Midtown Manhattan, the company offers a collaborative environment with exposure to senior leadership and a broad real estate portfolio. Your Responsibilities As a Financial Analyst, you will act as the financial lead for a portfolio of approximately 20 residential properties, serving as the primary point of contact for all financial matters. You will oversee monthly financial reporting, budgeting, cash flow management, bank reconciliations, variance analysis, and general ledger activity. Working closely with property managers, accounting teams, and board members, you will provide financial insights and recommendations to support decision-making. You will review property transactions, monitor account balances, ensure accurate billing and expense allocations, and help identify opportunities for operational improvements. The role also includes supporting annual audits, preparing budgets and forecasts, analyzing financial performance, and participating in special projects such as capital improvement planning and long-range financial projections. What You Need to Succeed The successful candidate will hold a Bachelor's degree in Accounting, Finance, or a related discipline and possess strong accounting and financial analysis fundamentals. For junior-level opportunities, candidates should have approximately 2-3 years of relevant experience, while senior-level candidates will typically bring 4+ years of experience managing financial reporting and analysis responsibilities. Experience within property management, real estate, multifamily, condominium, or HOA environments is highly preferred. Strong Excel skills are required, and experience using Yardi or similar property management software would be advantageous. Candidates must be detail-oriented, highly organized, and comfortable managing multiple priorities in a fast-paced environment. Excellent communication skills are essential, as the role involves regular interaction with both finance and non-finance stakeholders. What You Will Get in Return In return, you will have the opportunity to join a growing and high-impact finance team at an exciting stage of expansion. The position offers a competitive salary package, with opportunities available at both junior and senior levels ranging from approximately $100,000 to $140,000 depending on experience. Employees benefit from a hybrid work schedule, spending two days per week in the company's Midtown Manhattan office while maintaining flexibility to work remotely. You will gain exposure to a wide variety of residential property types, senior leadership teams, budgeting and forecasting activities, and strategic business initiatives. This role provides a clear opportunity to develop your expertise in real estate finance while building a long-term career with a well-established and respected organization.

The Senior Customer Account Analyst owns a portfolio of accounts across Retail, Wholesale and Distribution, IDN, and independent and corporate-owned healthcare provider segments.

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